小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 9
增持 70
减持 52
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
—
AON PLC
-$8.7M
27,213
-45%
清仓
FCN
FTI CONSULTING INC
-$7.1M
0
-100%
清仓
TROW
PRICE T ROWE GROUP INC
-$6.0M
0
-100%
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。
建仓
FELE
FRANKLIN ELEC INC
+$5.7M
77,138
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$5.6M
15,000
建仓
FRCB
FIRST REP BK SAN FRANCISCO C
+$5.6M
38,858
建仓
APH
AMPHENOL CORP NEW
+$5.6M
86,483
清仓
ROCK
GIBRALTAR INDS INC
-$3.9M
0
-100%
增持
GOOG
ALPHABET INC
-$3.0M
5,639
+3%
清仓
MKTX
MARKETAXESS HLDGS INC
-$2.9M
0
-100%
增持
SYK
STRYKER CORPORATION
-$2.8M
49,517
+4%
减持
IAU
ISHARES GOLD TR
-$2.4M
743,395
-2%
增持
AAPL
APPLE INC
-$2.2M
59,218
+0%
增持
TGT
TARGET CORP
-$2.2M
33,239
+2%
减持
CACC
CREDIT ACCEP CORP MICH
-$2.1M
1,911
-65%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.0M
24,556
-14%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$2.0M
21,106
减持
LDOS
LEIDOS HOLDINGS INC
-$1.8M
56,701
-19%
减持
FICO
FAIR ISAAC CORP
-$1.8M
7,081
-29%
建仓
RSG
REPUBLIC SVCS INC
+$1.8M
13,858
减持
ESGE
ISHARES INC
-$1.8M
52,676
-44%
增持
DELL
DELL TECHNOLOGIES INC
+$1.7M
50,223
+323%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$1.7M
84,113
+16%
减持
UNP
UNION PAC CORP
-$1.7M
26,552
-1%
减持
CSL
CARLISLE COS INC
-$1.7M
23,394
-21%
增持
TSLA
TESLA INC
-$1.7M
4,135
+0%
减持
JBHT
HUNT J B TRANS SVCS INC
-$1.6M
34,076
-2%
增持
EXPD
EXPEDITORS INTL WASH INC
+$1.5M
25,289
+184%
减持
TSCO
TRACTOR SUPPLY CO
-$1.5M
29,309
-5%
增持
TRU
TRANSUNION
-$1.5M
81,827
+5%
建仓
EEMV
ISHARES INC
+$1.5M
26,776
增持
JPM
JPMORGAN CHASE & CO
+$1.5M
21,587
+209%
增持
AMZN
AMAZON COM INC
-$1.4M
28,560
+1997%
增持
IDXX
IDEXX LABS INC
-$1.4M
8,318
+5%
减持
SPY
SPDR S&P 500 ETF TR
-$1.4M
5,087
-31%
增持
APD
AIR PRODS & CHEMS INC
+$1.4M
28,581
+30%
增持
BRO
BROWN & BROWN INC
-$1.3M
106,157
+2%
增持
—
MEDTRONIC PLC
-$1.3M
82,427
+5%
增持
VRSK
VERISK ANALYTICS INC
-$1.3M
36,091
+3%
清仓
FE
FIRSTENERGY CORP
-$1.3M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.3M
8,927
-53%
减持
DCI
DONALDSON INC
-$1.2M
58,792
-25%
增持
—
BROOKFIELD ASSET MGMT INC
-$1.2M
115,365
+2%
减持
NOC
NORTHROP GRUMMAN CORP
-$1.2M
13,002
-22%
减持
AJG
GALLAGHER ARTHUR J & CO
-$1.2M
37,177
-10%
增持
WSO
WATSCO INC
-$1.1M
22,609
+5%
清仓
VFL
DELAWARE INVTS NATL MUN INCO
-$1.1M
0
-100%
增持
MSCI
MSCI INC
-$1.1M
16,870
+5%
增持
MCO
MOODYS CORP
-$1.1M
21,313
+4%
增持
META
META PLATFORMS INC
-$1.1M
24,926
+8%
减持
—
AMDOCS LTD
-$1.1M
71,001
-17%
增持
FISV
FISERV INC
-$1.0M
106,480
+3%
增持
PYPL
PAYPAL HLDGS INC
-$1.0M
30,866
+13%
增持
EFV
ISHARES TR
-$987.0K
160,922
+1%
建仓
NMS
NUVEEN MINN QUALITY MUN INM
+$967.0K
65,308
增持
RVTY
PERKINELMER INC
-$944.0K
40,181
+5%
增持
ISRG
INTUITIVE SURGICAL INC
-$941.0K
10,885
+5%
增持
TYL
TYLER TECHNOLOGIES INC
-$931.0K
9,550
+3%
减持
MRSH
MARSH & MCLENNAN COS INC
-$928.0K
37,904
-5%
增持
AME
AMETEK INC
-$899.0K
47,773
+3%
减持
CNC
CENTENE CORP DEL
-$871.0K
72,236
-13%
建仓
IT
GARTNER INC
+$867.0K
3,583
减持
FBND
FIDELITY MERRIMACK STR TR
-$856.0K
204,283
-2%
增持
AAP
ADVANCE AUTO PARTS INC
-$851.0K
28,675
+2%
增持
TXN
TEXAS INSTRS INC
-$844.0K
41,529
+5%
减持
ULTA
ULTA BEAUTY INC
-$836.0K
15,232
-10%
增持
CRM
SALESFORCE INC
-$830.0K
25,841
+8%
清仓
CNP
CENTERPOINT ENERGY INC
-$829.0K
0
-100%
清仓
—
CHECK POINT SOFTWARE TECH LT
-$824.0K
0
-100%
减持
HON
HONEYWELL INTL INC
-$819.0K
34,525
-1%
减持
ADI
ANALOG DEVICES INC
-$753.0K
38,904
-0%
减持
KMX
CARMAX INC
-$748.0K
3,799
-66%
增持
EFG
ISHARES TR
-$734.0K
52,038
+2%
增持
SPGI
S&P GLOBAL INC
-$731.0K
12,526
+4%
减持
BDX
BECTON DICKINSON & CO
-$717.0K
24,102
-4%
减持
CACI
CACI INTL INC
-$694.0K
22,621
-4%
增持
CPRT
COPART INC
-$688.0K
52,276
+3%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$685.0K
96,421
+15%
增持
DRI
DARDEN RESTAURANTS INC
-$678.0K
47,017
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$673.0K
7,843
-2%
减持
MORN
MORNINGSTAR INC
-$608.0K
16,186
-2%
清仓
PNW
PINNACLE WEST CAP CORP
-$597.0K
0
-100%
增持
ANSS
ANSYS INC
-$554.0K
8,943
+5%
减持
CSGP
COSTAR GROUP INC
-$548.0K
49,415
-7%
增持
BAX
BAXTER INTL INC
-$547.0K
82,085
+9%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$541.0K
191,087
+0%
增持
MMS
MAXIMUS INC
-$530.0K
89,731
+10%
减持
CHIQ
GLOBAL X FDS
-$503.0K
33,968
-49%
增持
V
VISA INC
-$500.0K
35,932
+5%
减持
PAYX
PAYCHEX INC
-$497.0K
17,526
-4%
增持
PH
PARKER-HANNIFIN CORP
-$495.0K
21,720
+6%
增持
USA
LIBERTY ALL STAR EQUITY FD
-$487.0K
281,947
+1%
清仓
—
VMWARE INC
-$482.0K
0
-100%
增持
CTAS
CINTAS CORP
-$473.0K
10,510
+2%
增持
—
BLACKROCK INC
+$471.0K
2,086
+99%
减持
EWC
ISHARES INC
-$462.0K
11,681
-45%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
-$460.0K
56,866
+4%
清仓
—
UNILEVER PLC
-$455.0K
0
-100%
减持
EWA
ISHARES INC
-$455.0K
15,311
-48%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$452.0K
233,798
+1%
清仓
ENZL
ISHARES TR
-$450.0K
0
-100%
增持
TXRH
TEXAS ROADHOUSE INC
-$435.0K
75,176
+6%
增持
FDS
FACTSET RESH SYS INC
-$427.0K
9,920
+2%
增持
GIS
GENERAL MLS INC
+$420.0K
23,428
+18%
减持
FLGB
FRANKLIN TEMPLETON ETF TR
-$419.0K
17,385
-45%
增持
JNJ
JOHNSON & JOHNSON
+$418.0K
16,014
+17%
减持
NVO
NOVO-NORDISK A S
-$406.0K
8,549
-30%
增持
KLAC
KLA CORP
-$403.0K
18,265
+7%
增持
PAYC
PAYCOM SOFTWARE INC
-$390.0K
7,955
+5%
清仓
EWW
ISHARES INC
-$387.0K
0
-100%
增持
COLM
COLUMBIA SPORTSWEAR CO
-$385.0K
74,574
+18%
减持
EWL
ISHARES INC
-$384.0K
7,879
-46%
减持
—
ASML HOLDING N V
-$380.0K
1,767
-3%
减持
—
FORWARD AIR CORP
-$378.0K
62,095
-0%
减持
EWD
ISHARES INC
-$377.0K
9,192
-46%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$368.0K
4,639
+2%
增持
ZTS
ZOETIS INC
-$352.0K
32,210
+3%
减持
—
ATLASSIAN CORP PLC
-$351.0K
1,965
-20%
增持
IXN
ISHARES TR
-$348.0K
30,753
+2%
减持
EWQ
ISHARES INC
-$344.0K
8,881
-49%
减持
EWG
ISHARES INC
-$343.0K
10,744
-48%
减持
EWI
ISHARES INC
-$341.0K
10,205
-49%
减持
EWN
ISHARES INC
-$340.0K
7,992
-45%
增持
KO
COCA COLA CO
+$335.0K
30,543
+19%
减持
EWP
ISHARES INC
-$332.0K
12,751
-48%
增持
MSFT
MICROSOFT CORP
-$330.0K
7,924
+3%
减持
FLJP
FRANKLIN TEMPLETON ETF TR
-$328.0K
11,239
-48%
减持
EWS
ISHARES INC
-$323.0K
14,295
-48%
清仓
FLBR
FRANKLIN TEMPLETON ETF TR
-$319.0K
0
-100%
减持
BIL
SPDR SER TR
-$318.0K
19,877
-15%
增持
ROP
ROPER TECHNOLOGIES INC
-$315.0K
4,899
+3%
增持
VOO
VANGUARD INDEX FDS
-$312.0K
8,220
+8%
增持
AVY
AVERY DENNISON CORP
-$309.0K
33,238
+2%
清仓
THD
ISHARES INC
-$304.0K
0
-100%
增持
VRSN
VERISIGN INC
-$299.0K
6,074
+3%
增持
PG
PROCTER AND GAMBLE CO
+$298.0K
15,058
+23%
清仓
EWY
ISHARES INC
-$296.0K
0
-100%
减持
GAB
GABELLI EQUITY TR INC
-$294.0K
351,621
-0%
减持
EWO
ISHARES INC
-$289.0K
12,151
-48%
清仓
EIDO
ISHARES TR
-$288.0K
0
-100%
增持
GPC
GENUINE PARTS CO
+$286.0K
9,959
+21%
增持
VZ
VERIZON COMMUNICATIONS INC
+$285.0K
33,141
+21%
增持
AMGN
AMGEN INC
+$282.0K
6,891
+20%
清仓
EPOL
ISHARES TR
-$279.0K
0
-100%
增持
CMP
COMPASS MINERALS INTL INC
-$278.0K
24,955
+35%
减持
DG
DOLLAR GEN CORP NEW
-$270.0K
25,611
-13%
减持
IWB
ISHARES TR
-$268.0K
2,004
-27%
增持
POOL
POOL CORP
-$265.0K
4,522
+3%
清仓
GE
GENERAL ELECTRIC CO
-$261.0K
0
-100%
增持
ADSK
AUTODESK INC
-$260.0K
8,633
+6%
