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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 15
增持 65
减持 55
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$7.3M
98,193
+38%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$7.0M
41,843
建仓
J
JACOBS SOLUTIONS INC
+$6.9M
57,661
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。
清仓
—
FORWARD AIR CORP
-$6.8M
0
-100%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$6.8M
125,639
增持
FDS
FACTSET RESH SYS INC
+$6.6M
27,313
+164%
建仓
RBA
RB GLOBAL INC
+$6.5M
108,545
清仓
—
RITCHIE BROS AUCTIONEERS
-$5.9M
0
-100%
减持
ABT
ABBOTT LABS
-$5.6M
9,053
-86%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$5.5M
67,692
清仓
—
CANADIAN PAC RY LTD
-$5.2M
0
-100%
清仓
AAP
ADVANCE AUTO PARTS INC
-$4.4M
0
-100%
减持
GOOG
ALPHABET INC
+$2.5M
161,311
-2%
减持
LMT
LOCKHEED MARTIN CORP
-$1.5M
2,830
-53%
增持
—
MEDTRONIC PLC
+$1.5M
100,853
+10%
增持
MSCI
MSCI INC
-$1.5M
17,121
+1%
减持
MSFT
MICROSOFT CORP
+$1.5M
28,631
-0%
减持
META
META PLATFORMS INC
+$1.4M
19,450
-2%
增持
BRO
BROWN & BROWN INC
+$1.3M
112,723
+1%
减持
CPRT
COPART INC
+$1.3M
93,433
-2%
减持
DELL
DELL TECHNOLOGIES INC
+$1.2M
93,170
-1%
增持
—
STERIS PLC
+$1.2M
33,057
+2%
清仓
KMI
KINDER MORGAN INC DEL
-$1.2M
0
-100%
减持
GGG
GRACO INC
+$1.2M
89,511
-0%
增持
EIX
EDISON INTL
+$1.1M
35,070
+82%
减持
MCO
MOODYS CORP
+$1.1M
26,892
-1%
增持
ENB
ENBRIDGE INC
+$1.0M
64,243
+83%
增持
—
GENPACT LIMITED
-$1.0M
145,826
+4%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.0M
106,489
+1%
增持
ULTA
ULTA BEAUTY INC
-$989.9K
14,494
+1%
增持
CSL
CARLISLE COS INC
+$970.7K
25,343
+4%
减持
CACI
CACI INTL INC
+$932.2K
22,364
-1%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$918.7K
44,561
+1%
减持
EME
EMCOR GROUP INC
+$914.7K
42,300
-0%
增持
IQV
IQVIA HLDGS INC
+$910.6K
30,337
+2%
减持
ISRG
INTUITIVE SURGICAL INC
+$898.2K
11,091
-2%
增持
MRSH
MARSH & MCLENNAN COS INC
+$886.2K
39,374
+1%
减持
SPGI
S&P GLOBAL INC
+$876.1K
15,893
-0%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$876.0K
9,131
-2%
增持
DG
DOLLAR GEN CORP NEW
-$869.6K
28,174
+5%
增持
FIS
FIDELITY NATL INFORMATION SV
+$867.6K
42,731
+58%
增持
AMZN
AMAZON COM INC
+$860.2K
31,151
+1%
增持
—
ACCENTURE PLC IRELAND
+$849.4K
25,961
+4%
减持
—
ICON PLC
+$809.6K
30,113
-4%
减持
AME
AMETEK INC
+$799.5K
48,606
-0%
减持
PRI
PRIMERICA INC
-$786.4K
37,563
-21%
增持
HON
HONEYWELL INTL INC
+$774.9K
38,803
+2%
增持
V
VISA INC
+$738.4K
56,422
+0%
减持
AJG
GALLAGHER ARTHUR J & CO
+$734.6K
34,580
-4%
增持
COLM
COLUMBIA SPORTSWEAR CO
-$728.6K
76,614
+4%
增持
ITT
ITT INC
+$705.6K
75,711
+3%
减持
FISV
FISERV INC
+$677.0K
62,791
-2%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$674.4K
4
+33%
减持
SYK
STRYKER CORPORATION
+$672.4K
51,003
-2%
清仓
—
THOMSON REUTERS CORP.
-$641.1K
0
-100%
增持
DRI
DARDEN RESTAURANTS INC
+$611.9K
47,299
+1%
建仓
—
THOMSON REUTERS CORP.
+$601.4K
4,457
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$599.6K
106,826
+3%
减持
RSG
REPUBLIC SVCS INC
+$585.5K
32,777
-0%
清仓
—
TE CONNECTIVITY LTD
-$584.4K
0
-100%
减持
—
AON PLC
+$583.7K
21,054
-1%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$582.2K
384,179
-3%
增持
CNC
CENTENE CORP DEL
+$559.1K
80,185
+5%
增持
BDX
BECTON DICKINSON & CO
+$545.4K
25,948
+2%
减持
FICO
FAIR ISAAC CORP
+$545.1K
6,786
-4%
减持
TJX
TJX COS INC NEW
+$505.9K
84,167
-1%
清仓
XLF
SELECT SECTOR SPDR TR
-$483.8K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$481.4K
8,454
-0%
减持
VRSK
VERISK ANALYTICS INC
+$481.3K
15,074
-1%
减持
EXPD
EXPEDITORS INTL WASH INC
+$480.4K
48,162
-1%
增持
TDY
TELEDYNE TECHNOLOGIES INC
-$458.9K
15,942
+2%
增持
TTC
TORO CO
-$455.7K
64,022
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$424.3K
26,360
+2%
增持
IXN
ISHARES TR
+$419.8K
44,216
+3%
增持
WFC
WELLS FARGO CO NEW
+$406.2K
55,187
+6%
减持
—
EXXON MOBIL CORP
-$398.3K
20,771
-13%
增持
APH
AMPHENOL CORP NEW
+$372.6K
88,982
+1%
增持
EFG
ISHARES TR
+$363.8K
66,842
+4%
增持
TSCO
TRACTOR SUPPLY CO
-$361.0K
30,263
+1%
减持
CRM
SALESFORCE INC
+$354.8K
35,358
-1%
减持
TGT
TARGET CORP
-$350.9K
6,288
-12%
减持
PH
PARKER-HANNIFIN CORP
+$348.9K
19,164
-10%
增持
APD
AIR PRODS & CHEMS INC
+$346.7K
26,768
+0%
增持
NVO
NOVO-NORDISK A S
+$344.6K
10,739
+23%
增持
JBHT
HUNT J B TRANS SVCS INC
+$343.5K
36,214
+2%
减持
WSO
WATSCO INC
+$338.8K
19,217
-13%
减持
FELE
FRANKLIN ELEC INC
+$322.8K
74,926
-5%
增持
EFV
ISHARES TR
+$315.1K
128,737
+4%
减持
NVR
NVR INC
+$312.0K
544
-4%
减持
JKHY
HENRY JACK & ASSOC INC
+$306.8K
18,916
-0%
建仓
—
CREDICORP LTD
+$305.8K
2,071
增持
UNP
UNION PAC CORP
+$299.7K
29,536
+3%
增持
HLN
HALEON PLC
+$297.6K
115,284
+40%
增持
SBUX
STARBUCKS CORP
+$293.3K
23,669
+20%
增持
ATRC
ATRICURE INC
+$290.1K
17,999
+25%
增持
IEMG
ISHARES INC
+$278.6K
103,172
+5%
减持
D
DOMINION ENERGY INC
-$275.2K
24,106
-12%
增持
JNJ
JOHNSON & JOHNSON
+$274.4K
21,381
+2%
增持
—
AMDOCS LTD
+$273.6K
73,724
+1%
增持
INTC
INTEL CORP
+$268.1K
49,470
+17%
增持
SAP
SAP SE
+$263.3K
12,130
+10%
清仓
—
CHECK POINT SOFTWARE TECH LT
-$261.9K
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$255.3K
69,087
+0%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$246.9K
597
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$239.2K
8,292
-1%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$237.8K
515
减持
MMS
MAXIMUS INC
+$230.8K
87,487
-4%
清仓
—
UNILEVER PLC
-$230.6K
0
-100%
建仓
LLY
LILLY ELI & CO
+$222.7K
475
清仓
T
AT&T INC
-$219.0K
0
-100%
建仓
NVS
NOVARTIS AG
+$215.6K
2,137
减持
CVCO
CAVCO INDS INC DEL
-$209.9K
7,790
-1%
增持
TFC
TRUIST FINL CORP
+$208.2K
37,275
+38%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$206.7K
2,732
清仓
A
AGILENT TECHNOLOGIES INC
-$206.4K
0
-100%
建仓
IFRA
ISHARES TR
+$206.0K
5,272
建仓
—
ARCH CAP GROUP LTD
+$204.6K
2,734
清仓
NTRA
NATERA INC
-$202.6K
0
-100%
清仓
BA
BOEING CO
-$202.4K
0
-100%
减持
ROP
ROPER TECHNOLOGIES INC
+$202.4K
5,189
-0%
建仓
MTN
VAIL RESORTS INC
+$201.2K
799
增持
MFC
MANULIFE FINL CORP
+$190.2K
38,288
+32%
清仓
STEW
SRH TOTAL RETURN FUND INC
-$184.2K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$181.4K
1,115
+7%
减持
MORN
MORNINGSTAR INC
-$177.2K
24,696
-0%
减持
—
HANESBRANDS INC
-$174.6K
137,761
-9%
减持
XEL
XCEL ENERGY INC
-$173.8K
11,674
-12%
增持
AMGN
AMGEN INC
-$173.0K
9,949
+1%
增持
POOL
POOL CORP
+$172.5K
4,954
+1%
增持
—
ALCON AG
+$171.5K
14,503
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$169.9K
5,425
-1%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$168.2K
827,107
+2%
减持
VUG
VANGUARD INDEX FDS
+$164.7K
5,256
-1%
减持
KO
COCA COLA CO
-$161.6K
41,473
-3%
减持
GPC
GENUINE PARTS CO
-$161.1K
11,435
-9%
增持
PAYC
PAYCOM SOFTWARE INC
+$158.6K
8,448
+1%
减持
QUAL
ISHARES TR
+$158.5K
14,823
-0%
减持
ABBV
ABBVIE INC
-$155.1K
2,186
-23%
建仓
PEB
PEBBLEBROOK HOTEL TR
+$153.4K
11,001
减持
FMX
FOMENTO ECONOMICO MEXICANO S
+$148.1K
10,244
-1%
减持
IAU
ISHARES GOLD TR
-$147.3K
80,955
-2%
增持
TXN
TEXAS INSTRS INC
-$143.4K
46,387
+2%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$142.0K
24,949
+0%
增持
CSGP
COSTAR GROUP INC
+$137.9K
6,761
+0%
增持
—
XP INC
+$136.8K
11,508
+3%
增持
IVW
ISHARES TR
+$135.0K
20,430
+0%
增持
UPS
UNITED PARCEL SERVICE INC
-$134.8K
15,778
+3%
减持
ROL
ROLLINS INC
+$126.7K
24,095
-0%
减持
GWW
GRAINGER W W INC
+$125.6K
10,010
-11%
增持
DUK
DUKE ENERGY CORP NEW
-$124.5K
25,700
+2%