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Marks Group Wealth Management, Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Marks Group Wealth Management, Inc
报告期 2026-03-31 · CIK 0001802473
持仓数
337
前50大市值合计
$542.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 22
增持 106
减持 14
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IAU
ISHARES GOLD TR
+$8.2M
758,158
+8%
增持
EFV
ISHARES TR
+$6.9M
158,605
+9%
建仓
ADI
ANALOG DEVICES INC
+$6.4M
38,961
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
—
AON PLC
+$6.4M
49,325
+9%
建仓
TROW
PRICE T ROWE GROUP INC
+$6.0M
39,667
建仓
TJX
TJX COS INC NEW
+$5.5M
90,139
清仓
—
CMC MATERIALS INC
-$4.7M
0
-100%
增持
GOOG
ALPHABET INC
+$4.5M
5,487
+6%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.5M
28,676
+5%
增持
SYK
STRYKER CORPORATION
+$4.5M
47,490
+8%
增持
WSO
WATSCO INC
+$4.3M
21,446
+90%
增持
—
MEDTRONIC PLC
+$4.1M
78,452
+14%
增持
LDOS
LEIDOS HOLDINGS INC
+$4.1M
69,977
+14%
增持
FISV
FISERV INC
+$4.0M
103,520
+15%
减持
META
META PLATFORMS INC
-$3.9M
22,999
-41%
减持
EFG
ISHARES TR
+$3.8M
51,138
-21%
清仓
ESE
ESCO TECHNOLOGIES INC
-$3.6M
0
-100%
增持
DRI
DARDEN RESTAURANTS INC
+$3.6M
45,105
+86%
增持
PH
PARKER-HANNIFIN CORP
+$3.5M
20,579
+84%
增持
AAP
ADVANCE AUTO PARTS INC
+$3.4M
28,094
+85%
增持
NOC
NORTHROP GRUMMAN CORP
+$3.4M
16,696
+3%
增持
CACI
CACI INTL INC
+$3.3M
23,460
+7%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$3.3M
72,822
+8%
建仓
VOO
VANGUARD INDEX FDS
+$3.2M
7,618
增持
—
AMDOCS LTD
+$3.1M
85,198
+6%
增持
UNP
UNION PAC CORP
+$3.1M
26,906
+6%
增持
ESGE
ISHARES INC
+$3.1M
94,562
+61%
增持
SSD
SIMPSON MFG INC
+$3.1M
51,007
+85%
增持
BRO
BROWN & BROWN INC
+$3.0M
104,037
+6%
增持
AJG
GALLAGHER ARTHUR J & CO
+$3.0M
41,425
+7%
增持
TXN
TEXAS INSTRS INC
+$2.9M
39,377
+12%
增持
BDX
BECTON DICKINSON & CO
+$2.9M
25,032
+10%
增持
FCN
FTI CONSULTING INC
+$2.9M
45,040
+6%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.8M
208,174
+6%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$2.8M
61,869
+4%
增持
CSL
CARLISLE COS INC
+$2.8M
29,459
+5%
增持
CNC
CENTENE CORP DEL
+$2.8M
82,932
+5%
增持
TSCO
TRACTOR SUPPLY CO
+$2.7M
30,863
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$2.7M
7,356
+55%
增持
MRSH
MARSH & MCLENNAN COS INC
+$2.6M
39,975
+7%
增持
JBHT
HUNT J B TRANS SVCS INC
+$2.6M
34,917
+5%
增持
ULTA
ULTA BEAUTY INC
+$2.5M
16,845
+8%
增持
FBIN
FORTUNE BRANDS HOME & SEC IN
+$2.5M
64,565
+92%
增持
MMS
MAXIMUS INC
+$2.5M
81,913
+14%
增持
DG
DOLLAR GEN CORP NEW
+$2.4M
29,448
+9%
增持
V
VISA INC
+$2.4M
34,156
+8%
增持
TRU
TRANSUNION
+$2.4M
77,702
+11%
增持
TGT
TARGET CORP
+$2.3M
32,439
+11%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$2.3M
0
-100%
增持
TXRH
TEXAS ROADHOUSE INC
+$2.3M
70,914
+10%
增持
HON
HONEYWELL INTL INC
+$2.2M
35,049
+8%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$2.2M
83,758
+7%
增持
TTEC
TTEC HLDGS INC
+$2.2M
73,610
+10%
增持
AME
AMETEK INC
+$2.1M
46,171
+8%
增持
COLM
COLUMBIA SPORTSWEAR CO
+$2.1M
63,214
+10%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$2.1M
0
-100%
清仓
TTEK
TETRA TECH INC NEW
-$2.0M
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$2.0M
0
-100%
增持
PRI
PRIMERICA INC
+$2.0M
43,053
+10%
增持
RVTY
PERKINELMER INC
+$2.0M
38,167
+5%
清仓
APH
AMPHENOL CORP NEW
-$2.0M
0
-100%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$1.9M
39,176
+10%
增持
BAX
BAXTER INTL INC
+$1.9M
75,042
+8%
增持
IQV
IQVIA HLDGS INC
+$1.9M
34,431
+9%
增持
KLAC
KLA CORP
+$1.9M
17,021
+8%
增持
VRSK
VERISK ANALYTICS INC
+$1.9M
35,095
+10%
增持
AAPL
APPLE INC
+$1.8M
59,162
+7%
增持
TTC
TORO CO
+$1.7M
62,945
+10%
增持
ABT
ABBOTT LABS
+$1.6M
56,062
+8%
增持
FICO
FAIR ISAAC CORP
+$1.6M
9,990
+10%
增持
APD
AIR PRODS & CHEMS INC
+$1.6M
21,991
+11%
增持
—
GENPACT LIMITED
+$1.6M
132,006
+9%
增持
IXN
ISHARES TR
+$1.6M
30,226
+53%
增持
AVY
AVERY DENNISON CORP
+$1.5M
32,699
+10%
增持
—
FORWARD AIR CORP
+$1.5M
62,258
+7%
增持
AMZN
AMAZON COM INC
+$1.4M
1,362
+14%
增持
—
ICON PLC
+$1.4M
30,131
+10%
增持
MCO
MOODYS CORP
+$1.4M
20,437
+10%
清仓
—
XAI OCTAGON FLOATING RATE &
-$1.4M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
7,974
+6%
建仓
—
CANADIAN PAC RY LTD
+$1.3M
15,561
建仓
XIGDX
VOYA GLBL EQTY DIV & PREM OP
+$1.3M
217,385
增持
JKHY
HENRY JACK & ASSOC INC
+$1.3M
15,858
+11%
增持
—
BROOKFIELD ASSET MGMT INC
+$1.2M
112,727
+5%
增持
MSCI
MSCI INC
+$1.2M
16,049
+10%
建仓
VTV
VANGUARD INDEX FDS
+$1.2M
8,224
增持
CTAS
CINTAS CORP
+$1.2M
10,341
+9%
建仓
VFL
DELAWARE INVTS NATL MUN INCO
+$1.1M
89,351
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
13,684
+20%
增持
LMT
LOCKHEED MARTIN CORP
+$1.0M
3,955
+37%
减持
ROP
ROPER TECHNOLOGIES INC
-$1.0M
4,761
-50%
增持
SPGI
S&P GLOBAL INC
+$990.0K
12,076
+9%
减持
CHIQ
GLOBAL X FDS
+$989.0K
66,012
-34%
建仓
AMLP
ALPS ETF TR
+$978.0K
25,533
增持
CRM
SALESFORCE COM INC
+$976.0K
23,996
+13%
增持
FDS
FACTSET RESH SYS INC
+$922.0K
9,770
+8%
建仓
TIP
ISHARES TR
+$908.0K
7,288
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$901.0K
21,659
+7%
建仓
ENB
ENBRIDGE INC
+$892.0K
19,363
增持
CPRT
COPART INC
+$881.0K
50,754
+9%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$857.0K
6,593
增持
PG
PROCTER AND GAMBLE CO
+$828.0K
12,218
+35%
增持
UPS
UNITED PARCEL SERVICE INC
+$827.0K
8,323
+35%
建仓
KMI
KINDER MORGAN INC DEL
+$814.0K
43,080
增持
DUK
DUKE ENERGY CORP NEW
+$802.0K
13,892
+40%
建仓
EIX
EDISON INTL
+$789.0K
11,253
增持
—
EXXON MOBIL CORP
+$764.0K
20,069
+12%
增持
KO
COCA COLA CO
+$741.0K
25,580
+31%
增持
CMP
COMPASS MINERALS INTL INC
+$721.0K
18,493
+57%
增持
AMGN
AMGEN INC
+$717.0K
5,766
+41%
减持
EWC
ISHARES INC
+$699.0K
21,284
-31%
增持
PAYX
PAYCHEX INC
+$683.0K
18,269
+6%
增持
CMCSA
COMCAST CORP NEW
+$678.0K
28,873
+47%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$672.0K
12,805
+35%
减持
FLGB
FRANKLIN TEMPLETON ETF TR
+$661.0K
31,865
-32%
增持
CSGP
COSTAR GROUP INC
+$658.0K
53,040
+17%
增持
ROCK
GIBRALTAR INDS INC
+$640.0K
91,377
+20%
减持
IYE
ISHARES TR
+$637.0K
18,818
-39%
增持
VZ
VERIZON COMMUNICATIONS INC
+$636.0K
27,435
+33%
建仓
SU
SUNCOR ENERGY INC NEW
+$635.0K
19,480
减持
EWA
ISHARES INC
+$633.0K
29,515
-35%
增持
ROL
ROLLINS INC
+$631.0K
52,681
+14%
增持
FE
FIRSTENERGY CORP
+$631.0K
27,879
+29%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$612.0K
54,443
+11%
建仓
PNW
PINNACLE WEST CAP CORP
+$597.0K
7,641
增持
MKTX
MARKETAXESS HLDGS INC
+$596.0K
8,430
+17%
增持
D
DOMINION ENERGY INC
+$589.0K
13,859
+33%
减持
EWL
ISHARES INC
+$568.0K
14,477
-31%
增持
IDXX
IDEXX LABS INC
+$567.0K
7,900
+8%
增持
GLD
SPDR GOLD TR
+$559.0K
4,546
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$558.0K
10,362
+9%
增持
PAYC
PAYCOM SOFTWARE INC
+$551.0K
7,557
+15%
建仓
VUG
VANGUARD INDEX FDS
+$548.0K
1,904
建仓
VB
VANGUARD INDEX FDS
+$548.0K
2,577
减持
XLF
SELECT SECTOR SPDR TR
+$542.0K
15,783
-0%
增持
WFC
WELLS FARGO CO NEW
+$540.0K
28,415
+21%
增持
TSLA
TESLA INC
+$539.0K
4,125
+12%
增持
GIS
GENERAL MLS INC
+$520.0K
19,904
+27%
建仓
SCHV
SCHWAB STRATEGIC TR
+$513.0K
7,186
减持
EWD
ISHARES INC
+$511.0K
16,888
-31%
建仓
SHEL
SHELL PLC
+$507.0K
9,222
减持
EWP
ISHARES INC
+$504.0K
24,734
-36%
增持
ZTS
ZOETIS INC
+$501.0K
31,225
+8%
增持
SLB
SCHLUMBERGER LTD
+$487.0K
27,972
+25%
减持
EWN
ISHARES INC
+$485.0K
14,641
-30%
建仓
BOND
PIMCO ETF TR
+$484.0K
4,758
减持
EWQ
ISHARES INC
+$480.0K
17,278
-36%
建仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$473.0K
4,435
增持
ORCL
ORACLE CORP
+$473.0K
15,662
+25%
增持
—
SPIRIT RLTY CAP INC NEW
+$472.0K
22,224
+40%
