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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 22
增持 72
减持 41
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
IAU
ISHARES GOLD TR
-$20.4M
88,610
-88%
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$13.9M
766,704
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$7.3M
414,186
+4042%
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
—
ACCENTURE PLC IRELAND
+$5.8M
23,868
+971%
建仓
—
RITCHIE BROS AUCTIONEERS
+$5.8M
99,835
建仓
—
STERIS PLC
+$5.7M
31,039
清仓
TRU
TRANSUNION
-$5.4M
0
-100%
清仓
—
BROOKFIELD ASSET MGMT INC
-$5.2M
0
-100%
建仓
BN
BROOKFIELD CORP
+$5.0M
159,950
清仓
BAX
BAXTER INTL INC
-$4.6M
0
-100%
建仓
ITT
ITT INC
+$4.3M
52,980
减持
TGT
TARGET CORP
-$4.2M
6,491
-81%
减持
TTEC
TTEC HLDGS INC
-$4.0M
5,171
-95%
增持
MMS
MAXIMUS INC
+$3.6M
91,474
+69%
清仓
META
META PLATFORMS INC
-$3.5M
0
-100%
增持
MSFT
MICROSOFT CORP
+$3.5M
22,397
+184%
增持
PH
PARKER-HANNIFIN CORP
+$3.0M
21,445
+63%
减持
ZTS
ZOETIS INC
-$3.0M
12,910
-61%
清仓
PYPL
PAYPAL HLDGS INC
-$2.8M
0
-100%
增持
EEMV
ISHARES INC
+$2.7M
76,222
+180%
增持
AAPL
APPLE INC
+$2.6M
83,249
+41%
增持
SYK
STRYKER CORPORATION
+$2.4M
55,010
+1%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$2.0M
24,810
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$2.0M
104,734
+9%
减持
TSLA
TESLA INC
-$2.0M
9,505
-21%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.8M
8,328
+54%
增持
GOOG
ALPHABET INC
+$1.7M
161,221
+23%
减持
HON
HONEYWELL INTL INC
+$1.7M
35,473
-0%
减持
APD
AIR PRODS & CHEMS INC
+$1.6M
27,573
-7%
减持
USA
LIBERTY ALL STAR EQUITY FD
-$1.5M
11,995
-96%
清仓
ESGE
ISHARES INC
-$1.5M
0
-100%
减持
COLM
COLUMBIA SPORTSWEAR CO
+$1.4M
73,771
-2%
建仓
QUAL
ISHARES TR
+$1.4M
11,974
减持
FICO
FAIR ISAAC CORP
+$1.3M
7,116
-0%
清仓
OMCL
OMNICELL COM
-$1.2M
0
-100%
减持
AME
AMETEK INC
+$1.2M
48,766
-1%
减持
TTC
TORO CO
+$1.2M
67,309
-10%
减持
TSCO
TRACTOR SUPPLY CO
+$1.2M
30,125
-0%
增持
V
VISA INC
+$1.1M
36,863
+0%
减持
KLAC
KLA CORP
+$1.1M
18,004
-4%
建仓
BAM
BROOKFIELD ASSET MANAGMT LTD
+$1.1M
39,338
增持
—
CANADIAN PAC RY LTD
+$1.1M
67,987
+14%
增持
LDOS
LEIDOS HOLDINGS INC
+$1.1M
59,063
+1%
建仓
DPZ
DOMINOS PIZZA INC
+$1.0M
2,999
增持
MCO
MOODYS CORP
+$1.0M
27,080
+1%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$1.0M
15,626
+1%
增持
JPM
JPMORGAN CHASE & CO
+$1.0M
28,214
+6%
增持
CSL
CARLISLE COS INC
-$1.0M
23,974
+1%
减持
BIL
SPDR SER TR
-$1.0M
7,970
-58%
建仓
CHI
CALAMOS CONV OPPORTUNITIES &
+$957.8K
91,134
增持
RSG
REPUBLIC SVCS INC
+$947.0K
32,018
+37%
减持
ADI
ANALOG DEVICES INC
+$919.1K
39,408
-1%
清仓
SLB
SCHLUMBERGER LTD
-$911.0K
0
-100%
减持
ULTA
ULTA BEAUTY INC
+$908.0K
15,275
-2%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$907.7K
6,426
增持
RVTY
PERKINELMER INC
+$902.8K
42,104
+1%
建仓
DHR
DANAHER CORPORATION
+$890.8K
3,356
减持
—
FORWARD AIR CORP
+$889.5K
63,148
-1%
建仓
IGF
ISHARES TR
+$874.9K
19,085
增持
ABT
ABBOTT LABS
+$874.3K
61,976
+1%
增持
BDX
BECTON DICKINSON & CO
+$871.1K
25,132
+1%
清仓
ANSS
ANSYS INC
-$869.0K
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
+$866.2K
11,220
-0%
清仓
CACC
CREDIT ACCEP CORP MICH
-$856.0K
0
-100%
增持
—
AMDOCS LTD
+$854.7K
72,934
+0%
减持
TYL
TYLER TECHNOLOGIES INC
-$846.0K
667
-78%
清仓
VEEV
VEEVA SYS INC
-$836.0K
0
-100%
减持
PRI
PRIMERICA INC
+$822.4K
48,981
-1%
增持
CPRT
COPART INC
+$819.8K
106,713
+100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$818.6K
590
增持
MSCI
MSCI INC
+$813.4K
17,459
+1%
增持
AMZN
AMAZON COM INC
-$800.4K
29,876
+2%
减持
CACI
CACI INTL INC
+$798.3K
22,653
-2%
减持
APH
AMPHENOL CORP NEW
+$783.7K
87,979
-0%
增持
IDXX
IDEXX LABS INC
+$777.4K
8,943
+1%
减持
IQV
IQVIA HLDGS INC
-$738.8K
29,353
-21%
增持
UNH
UNITEDHEALTH GROUP INC
+$730.5K
25,266
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$729.2K
5,610
+8%
增持
SSD
SIMPSON MFG INC
+$727.6K
63,497
+2%
增持
PG
PROCTER AND GAMBLE CO
+$726.2K
19,043
+11%
清仓
CRL
CHARLES RIV LABS INTL INC
-$726.0K
0
-100%
减持
EXPD
EXPEDITORS INTL WASH INC
+$711.5K
46,974
-1%
清仓
FSV
FIRSTSERVICE CORP NEW
-$700.0K
0
-100%
增持
UNP
UNION PAC CORP
+$686.3K
40,234
+3%
减持
WSO
WATSCO INC
-$681.2K
21,146
-9%
增持
CTAS
CINTAS CORP
+$677.8K
10,577
+0%
增持
AVY
AVERY DENNISON CORP
+$671.3K
34,333
+1%
增持
JBHT
HUNT J B TRANS SVCS INC
+$667.4K
35,205
+1%
建仓
T
AT&T INC
+$665.9K
36,168
增持
TXN
TEXAS INSTRS INC
+$664.6K
44,689
+3%
减持
NOC
NORTHROP GRUMMAN CORP
+$650.1K
12,641
-5%
增持
GAB
GABELLI EQUITY TR INC
+$648.4K
471,249
+34%
增持
MRSH
MARSH & MCLENNAN COS INC
+$635.5K
38,884
+0%
增持
—
EXXON MOBIL CORP
+$587.2K
23,366
+2%
建仓
RTO
RENTOKIL INITIAL PLC
+$580.9K
18,853
增持
DELL
DELL TECHNOLOGIES INC
+$572.6K
92,978
+0%
建仓
ACWX
ISHARES TR
+$571.9K
12,570
增持
ORCL
ORACLE CORP
+$565.6K
22,138
+9%
减持
EFG
ISHARES TR
+$544.4K
52,465
-1%
增持
—
BLACKROCK INC
+$542.6K
2,596
+10%
增持
SPGI
S&P GLOBAL INC
+$542.3K
15,765
+2%
减持
—
AON PLC
+$537.7K
17,221
-0%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$535.1K
101,999
+2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$527.4K
9,204
-1%
建仓
XLV
SELECT SECTOR SPDR TR
+$520.5K
3,832
减持
AJG
GALLAGHER ARTHUR J & CO
+$517.6K
37,009
-2%
增持
KO
COCA COLA CO
+$516.8K
38,592
+12%
减持
TJX
TJX COS INC NEW
+$510.4K
87,053
-16%
增持
CMCSA
COMCAST CORP NEW
+$505.3K
62,175
+9%
增持
JNJ
JOHNSON & JOHNSON
+$478.3K
18,960
+8%
清仓
TIP
ISHARES TR
-$477.0K
0
-100%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$475.5K
21,838
+14%
增持
DUK
DUKE ENERGY CORP NEW
+$468.9K
21,739
+14%
增持
AMGN
AMGEN INC
+$462.4K
8,401
+9%
减持
GLD
SPDR GOLD TR
-$424.6K
1,529
-65%
增持
SONY
SONY GROUP CORPORATION
+$408.9K
8,113
+148%
增持
GPC
GENUINE PARTS CO
+$386.0K
11,671
+6%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
-$384.7K
43,550
+1%
增持
—
GENPACT LIMITED
+$379.9K
139,895
+0%
增持
ROP
ROPER TECHNOLOGIES INC
+$377.1K
5,034
+1%
增持
UPS
UNITED PARCEL SERVICE INC
+$376.5K
13,550
+11%
增持
—
ICON PLC
+$374.4K
32,692
+1%
增持
CNC
CENTENE CORP DEL
+$373.4K
74,276
+1%
增持
WMB
WILLIAMS COS INC
+$372.7K
52,696
+11%
增持
PFE
PFIZER INC
+$370.5K
33,108
+9%
清仓
—
ATLASSIAN CORP PLC
-$369.0K
0
-100%
增持
SBUX
STARBUCKS CORP
+$355.5K
18,755
+5%
减持
FISV
FISERV INC
-$353.4K
64,199
-12%
增持
IXN
ISHARES TR
+$349.0K
37,297
+19%
增持
NVO
NOVO-NORDISK A S
+$344.9K
8,696
+4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$344.6K
28,131
-26%
减持
NVR
NVR INC
+$343.3K
562
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$334.0K
8,268
-1%
减持
DRI
DARDEN RESTAURANTS INC
+$332.6K
45,967
-4%
增持
RELX
RELX PLC
+$324.8K
29,071
+47%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$315.3K
9,669
+10%
增持
DE
DEERE & CO
+$298.5K
3,141
+0%
增持
—
SPIRIT RLTY CAP INC NEW
+$296.1K
37,643
+13%
减持
NMS
NUVEEN MINN QUALITY MUN INM
-$295.2K
43,624
-33%
增持
BRO
BROWN & BROWN INC
-$292.4K
109,488
+1%
建仓
NVS
NOVARTIS AG
+$285.4K
3,146
建仓
—
CHECK POINT SOFTWARE TECH LT
+$284.1K
2,252
减持
MNST
MONSTER BEVERAGE CORP NEW
+$271.8K
21,076
-2%
建仓
EQNR
EQUINOR ASA
+$266.2K
7,434
增持
—
MEDTRONIC PLC
-$259.5K
86,007
+0%
增持
IVW
ISHARES TR
+$257.3K
20,416
+26%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$246.1K
59,473
-4%
增持
WFC
WELLS FARGO CO NEW
+$243.0K
46,476
+12%
增持
EIX
EDISON INTL
+$240.0K
17,731
+13%
建仓
GE
GENERAL ELECTRIC CO
+$239.1K
2,853
