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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 8
增持 89
减持 28
清仓 25
方向
标的
Δ市值
现股数(环比)
清仓
FBND
FIDELITY MERRIMACK STR TR
-$9.5M
0
-100%
减持
VRSK
VERISK ANALYTICS INC
-$3.7M
15,149
-58%
清仓
IBKR
INTERACTIVE BROKERS GROUP IN
-$3.1M
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。
增持
—
CANADIAN PAC RY LTD
+$2.9M
59,812
+296%
减持
—
AON PLC
-$2.7M
17,288
-36%
减持
FISV
FISERV INC
-$2.6M
73,127
-31%
减持
MMS
MAXIMUS INC
-$2.5M
53,992
-40%
减持
CSGP
COSTAR GROUP INC
-$2.5M
7,290
-85%
建仓
WM
WASTE MGMT INC DEL
+$2.4M
14,864
减持
PH
PARKER-HANNIFIN CORP
-$2.1M
13,188
-39%
减持
TYL
TYLER TECHNOLOGIES INC
-$2.1M
3,055
-68%
增持
IAU
ISHARES GOLD TR
-$2.0M
745,123
+0%
增持
TTEC
TTEC HLDGS INC
-$2.0M
95,905
+4%
增持
UNP
UNION PAC CORP
+$2.0M
39,242
+48%
增持
EXPD
EXPEDITORS INTL WASH INC
+$1.7M
47,220
+87%
减持
VEEV
VEEVA SYS INC
-$1.5M
5,072
-57%
清仓
YYY
AMPLIFY ETF TR
-$1.4M
0
-100%
增持
RSG
REPUBLIC SVCS INC
+$1.4M
23,398
+69%
建仓
WMB
WILLIAMS COS INC
+$1.4M
47,519
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$1.3M
68,526
减持
ANSS
ANSYS INC
-$1.3M
3,920
-56%
减持
JKHY
HENRY JACK & ASSOC INC
-$1.3M
8,956
-44%
增持
SYK
STRYKER CORPORATION
+$1.2M
54,672
+10%
增持
IQV
IQVIA HLDGS INC
-$1.2M
37,278
+2%
增持
TRU
TRANSUNION
-$1.2M
90,360
+10%
减持
—
ICON PLC
-$1.2M
32,516
-1%
增持
TXRH
TEXAS ROADHOUSE INC
+$1.1M
76,167
+1%
增持
CSL
CARLISLE COS INC
+$1.1M
23,726
+1%
减持
ROL
ROLLINS INC
-$1.1M
24,159
-55%
增持
TTC
TORO CO
+$901.0K
74,560
+2%
清仓
CMP
COMPASS MINERALS INTL INC
-$883.0K
0
-100%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$872.0K
9,337
+101%
增持
DELL
DELL TECHNOLOGIES INC
+$846.0K
92,692
+85%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$824.0K
99,992
+4%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$791.0K
96,302
+14%
增持
SSD
SIMPSON MFG INC
-$765.0K
62,525
+11%
增持
FELE
FRANKLIN ELEC INC
+$760.0K
78,456
+2%
增持
CVCO
CAVCO INDS INC DEL
+$756.0K
7,879
+79%
增持
TJX
TJX COS INC NEW
+$745.0K
103,327
+2%
增持
NVR
NVR INC
+$719.0K
564
+48%
增持
MCO
MOODYS CORP
+$718.0K
26,796
+26%
增持
RVTY
PERKINELMER INC
-$714.0K
41,557
+3%
增持
DRI
DARDEN RESTAURANTS INC
+$707.0K
47,706
+1%
增持
BAX
BAXTER INTL INC
-$689.0K
85,083
+4%
增持
EFV
ISHARES TR
-$660.0K
164,130
+2%
减持
MCD
MCDONALDS CORP
-$642.0K
1,290
-66%
清仓
INTU
INTUIT
-$630.0K
0
-100%
增持
ZTS
ZOETIS INC
-$625.0K
33,126
+3%
增持
PYPL
PAYPAL HLDGS INC
+$595.0K
31,961
+4%
减持
CHIQ
GLOBAL X FDS
-$578.0K
12,658
-63%
增持
LDOS
LEIDOS HOLDINGS INC
-$577.0K
58,679
+3%
增持
V
VISA INC
-$557.0K
36,690
+2%
增持
WSO
WATSCO INC
+$556.0K
23,131
+2%
增持
ABT
ABBOTT LABS
-$552.0K
61,283
+3%
增持
SBUX
STARBUCKS CORP
+$530.0K
17,862
+40%
增持
SPGI
S&P GLOBAL INC
+$516.0K
15,516
+24%
增持
TGT
TARGET CORP
+$511.0K
35,077
+6%
建仓
RELX
RELX PLC
+$481.0K
19,786
建仓
MFC
MANULIFE FINL CORP
+$479.0K
30,574
增持
META
META PLATFORMS INC
-$478.0K
26,095
+5%
减持
DEO
DIAGEO PLC
-$457.0K
5,743
-30%
增持
—
MEDTRONIC PLC
-$454.0K
85,998
+4%
增持
CRM
SALESFORCE INC
-$453.0K
26,500
+3%
增持
PAYC
PAYCOM SOFTWARE INC
+$448.0K
8,110
+2%
增持
TSLA
TESLA INC
+$426.0K
12,105
+193%
增持
BDX
BECTON DICKINSON & CO
-$422.0K
24,771
+3%
增持
MORN
MORNINGSTAR INC
-$404.0K
16,530
+2%
增持
AJG
GALLAGHER ARTHUR J & CO
+$399.0K
37,729
+1%
清仓
EWC
ISHARES INC
-$394.0K
0
-100%
增持
CNC
CENTENE CORP DEL
-$394.0K
73,492
+2%
增持
TDY
TELEDYNE TECHNOLOGIES INC
-$394.0K
15,507
+3%
清仓
FLGB
FRANKLIN TEMPLETON ETF TR
-$388.0K
0
-100%
增持
ULTA
ULTA BEAUTY INC
+$385.0K
15,595
+2%
增持
FRCB
FIRST REP BK SAN FRANCISCO C
-$375.0K
40,055
+3%
增持
CACI
CACI INTL INC
-$363.0K
23,026
+2%
增持
MSCI
MSCI INC
+$355.0K
17,325
+3%
减持
TIP
ISHARES TR
-$353.0K
4,548
-38%
增持
JPM
JPMORGAN CHASE & CO
+$347.0K
26,583
+23%
增持
APH
AMPHENOL CORP NEW
+$347.0K
88,340
+2%
增持
EFG
ISHARES TR
-$339.0K
53,066
+2%
增持
TXN
TEXAS INSTRS INC
+$338.0K
43,408
+5%
增持
BRO
BROWN & BROWN INC
+$337.0K
107,976
+2%
增持
OMCL
OMNICELL COM
-$330.0K
14,309
+3%
清仓
EWL
ISHARES INC
-$327.0K
0
-100%
建仓
HLN
HALEON PLC
+$327.0K
53,621
增持
AME
AMETEK INC
+$326.0K
49,166
+3%
清仓
EWA
ISHARES INC
-$325.0K
0
-100%
减持
FAST
FASTENAL CO
-$322.0K
62,301
-3%
增持
GPC
GENUINE PARTS CO
+$314.0K
10,975
+10%
增持
—
GENPACT LIMITED
+$305.0K
139,374
+2%
增持
PRI
PRIMERICA INC
+$302.0K
49,603
+2%
清仓
EWP
ISHARES INC
-$298.0K
0
-100%
清仓
EWN
ISHARES INC
-$280.0K
0
-100%
减持
—
THOMSON REUTERS CORP.
-$280.0K
5,358
-33%
清仓
EWD
ISHARES INC
-$280.0K
0
-100%
减持
—
ASML HOLDING N V
-$278.0K
1,355
-23%
增持
AMZN
AMAZON COM INC
+$277.0K
29,296
+3%
清仓
EWQ
ISHARES INC
-$267.0K
0
-100%
清仓
FLJP
FRANKLIN TEMPLETON ETF TR
-$263.0K
0
-100%
清仓
EWH
ISHARES INC
-$255.0K
0
-100%
清仓
EWS
ISHARES INC
-$252.0K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$251.0K
41,668
+14%
增持
COLM
COLUMBIA SPORTSWEAR CO
-$248.0K
75,632
+1%
清仓
EWG
ISHARES INC
-$247.0K
0
-100%
清仓
EWI
ISHARES INC
-$245.0K
0
-100%
增持
GOOG
ALPHABET INC
+$237.0K
130,743
+2219%
清仓
—
BLACK KNIGHT INC
-$231.0K
0
-100%
减持
—
ALCON AG
-$230.0K
15,375
-5%
增持
VZ
VERIZON COMMUNICATIONS INC
-$229.0K
38,261
+15%
清仓
DPZ
DOMINOS PIZZA INC
-$227.0K
0
-100%
增持
AAP
ADVANCE AUTO PARTS INC
-$225.0K
30,307
+6%
清仓
SNY
SANOFI
-$222.0K
0
-100%
清仓
EWO
ISHARES INC
-$220.0K
0
-100%
清仓
GXO
GXO LOGISTICS INCORPORATED
-$216.0K
0
-100%
清仓
LBRDK
LIBERTY BROADBAND CORP
-$216.0K
0
-100%
增持
ESGE
ISHARES INC
-$215.0K
53,745
+2%
建仓
SONY
SONY GROUP CORPORATION
+$210.0K
3,277
增持
AMLP
ALPS ETF TR
+$209.0K
34,501
+13%
建仓
—
CITRIX SYS INC
+$208.0K
2,000
清仓
NVDA
NVIDIA CORPORATION
-$207.0K
0
-100%
增持
FDS
FACTSET RESH SYS INC
+$203.0K
10,042
+1%
减持
MSFT
MICROSOFT CORP
-$197.0K
7,897
-0%
增持
—
HANESBRANDS INC
-$194.0K
79,908
+10%
增持
FBIN
FORTUNE BRANDS HOME & SEC IN
-$193.0K
90,225
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$183.0K
5,418
+0%
减持
BOND
PIMCO ETF TR
-$182.0K
3,020
-37%
增持
GIS
GENERAL MLS INC
+$182.0K
25,447
+9%
增持
KLAC
KLA CORP
-$180.0K
18,663
+2%
增持
CMCSA
COMCAST CORP NEW
+$180.0K
56,903
+50%
减持
—
LINDE PLC
-$176.0K
4,845
-6%
增持
CTAS
CINTAS CORP
+$173.0K
10,558
+0%
减持
SU
SUNCOR ENERGY INC NEW
-$166.0K
17,962
-6%
减持
VOO
VANGUARD INDEX FDS
-$163.0K
8,187
-0%
增持
AVY
AVERY DENNISON CORP
+$163.0K
34,066
+2%
增持
DE
DEERE & CO
+$156.0K
3,138
+5%
增持
INTC
INTEL CORP
-$151.0K
32,145
+23%
增持
ADSK
AUTODESK INC
+$147.0K
8,739
+1%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$144.0K
19,228
+17%
增持
—
AMDOCS LTD
-$140.0K
72,681
+2%
增持
IT
GARTNER INC
+$140.0K
3,640
+2%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$138.0K
43,139
+1%
增持
ADI
ANALOG DEVICES INC
-$138.0K
39,794
+2%
减持
QQQ
INVESCO QQQ TR
-$137.0K
1,002
-31%
增持
ROP
ROPER TECHNOLOGIES INC
-$135.0K
4,998
+2%
减持
SAP
SAP SE
-$135.0K
5,790
-13%
增持
MMM
3M CO
-$133.0K
7,380
+1%
增持
—
EXXON MOBIL CORP
+$128.0K
22,797
+5%
增持
IBN
ICICI BANK LIMITED
+$126.0K
32,159
+4%
增持
—
SPIRIT RLTY CAP INC NEW
+$125.0K
33,372
+17%
减持
NVO
NOVO-NORDISK A S
-$120.0K
8,344
-2%
