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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 24
增持 60
减持 60
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$11.5M
132,656
-83%
增持
RSG
REPUBLIC SVCS INC
+$7.9M
76,395
+133%
建仓
—
EATON CORP PLC
+$7.4M
30,907
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
DECK
DECKERS OUTDOOR CORP
+$6.2M
9,253
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$6.0M
22,547
-94%
清仓
COLM
COLUMBIA SPORTSWEAR CO
-$5.8M
0
-100%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$5.6M
0
-100%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$4.0M
17,232
减持
MMS
MAXIMUS INC
-$3.5M
36,030
-59%
增持
AAPL
APPLE INC
+$3.0M
102,457
+5%
减持
VOO
VANGUARD INDEX FDS
-$2.9M
2,739
-74%
减持
DG
DOLLAR GEN CORP NEW
-$2.8M
2,273
-92%
增持
—
ASTRAZENECA PLC
+$2.5M
45,281
+433%
清仓
PFE
PFIZER INC
-$2.4M
0
-100%
增持
MSFT
MICROSOFT CORP
+$2.3M
30,105
+6%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.3M
6,735
-89%
增持
CRM
SALESFORCE INC
+$2.2M
35,220
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$2.1M
107,036
+1%
增持
MCO
MOODYS CORP
+$2.0M
26,581
+1%
增持
IXN
ISHARES TR
+$2.0M
52,917
+89%
增持
V
VISA INC
+$1.7M
56,334
+0%
减持
TXRH
TEXAS ROADHOUSE INC
+$1.7M
65,346
-0%
建仓
EMXC
ISHARES INC
+$1.6M
29,476
减持
FICO
FAIR ISAAC CORP
+$1.6M
6,118
-4%
增持
SYK
STRYKER CORPORATION
+$1.5M
51,288
+1%
增持
ULTA
ULTA BEAUTY INC
+$1.4M
14,832
+1%
增持
SPGI
S&P GLOBAL INC
+$1.4M
16,231
+3%
减持
GOOG
ALPHABET INC
+$1.4M
157,238
-0%
减持
EFG
ISHARES TR
-$1.4M
49,296
-31%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.3M
1,039
+77%
减持
CSL
CARLISLE COS INC
+$1.3M
25,211
-1%
增持
UNP
UNION PAC CORP
+$1.3M
29,808
+1%
减持
ITT
ITT INC
+$1.3M
71,943
-4%
增持
MSCI
MSCI INC
+$1.2M
17,792
+3%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$1.2M
156,943
+3%
减持
GWW
GRAINGER W W INC
+$1.2M
9,815
-2%
减持
MORN
MORNINGSTAR INC
+$1.2M
24,024
-1%
减持
APH
AMPHENOL CORP NEW
+$1.2M
86,328
-2%
减持
IAU
ISHARES GOLD TR
-$1.1M
36,523
-50%
增持
FDS
FACTSET RESH SYS INC
+$1.1M
27,490
+0%
增持
IDXX
IDEXX LABS INC
+$1.1M
8,912
+2%
增持
IQV
IQVIA HLDGS INC
+$1.1M
30,807
+1%
减持
FISV
FISERV INC
+$1.1M
61,176
-1%
增持
AMZN
AMAZON COM INC
+$1.1M
33,544
+7%
减持
GGG
GRACO INC
+$1.1M
87,798
-2%
减持
PH
PARKER-HANNIFIN CORP
+$1.1M
18,262
-3%
减持
—
ACCENTURE PLC IRELAND
+$1.1M
25,450
-0%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$1.1M
59,642
增持
HON
HONEYWELL INTL INC
+$1.0M
39,461
+1%
减持
GD
GENERAL DYNAMICS CORP
+$1.0M
26,942
-0%
清仓
D
DOMINION ENERGY INC
-$1.0M
0
-100%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$996.1K
109,382
+1%
减持
LDOS
LEIDOS HOLDINGS INC
+$988.9K
63,532
-1%
增持
TTC
TORO CO
+$980.0K
66,697
+2%
减持
—
ICON PLC
+$972.1K
29,252
-1%
减持
CPRT
COPART INC
+$936.7K
177,972
-1%
减持
DRI
DARDEN RESTAURANTS INC
+$936.1K
46,834
-1%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
+$935.1K
42,684
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$912.0K
27,403
+2%
建仓
IVV
ISHARES TR
+$901.8K
1,888
增持
SONY
SONY GROUP CORP
+$888.8K
18,868
+73%
减持
DPZ
DOMINOS PIZZA INC
-$884.4K
762
-76%
减持
META
META PLATFORMS INC
+$855.2K
18,196
-2%
减持
ADI
ANALOG DEVICES INC
+$837.4K
38,762
-1%
增持
CTAS
CINTAS CORP
+$803.2K
6,255
+1%
减持
WSO
WATSCO INC
+$794.4K
18,795
-2%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$783.1K
0
-100%
减持
AME
AMETEK INC
+$742.4K
47,730
-1%
增持
AVY
AVERY DENNISON CORP
+$707.9K
35,966
+0%
增持
EIX
EDISON INTL
+$707.7K
39,260
+18%
减持
EFV
ISHARES TR
-$700.7K
153,014
-14%
增持
RUNN
STRATEGIC TRUST
+$692.3K
212,543
+2%
增持
EXPD
EXPEDITORS INTL WASH INC
+$685.8K
48,274
+1%
增持
CVCO
CAVCO INDS INC DEL
+$653.5K
7,780
+1%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$637.7K
16,098
+0%
清仓
BIL
SPDR SER TR
-$620.8K
0
-100%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$609.2K
72,197
+5%
增持
—
AON PLC
-$608.6K
21,193
+1%
减持
BSX
BOSTON SCIENTIFIC CORP
+$600.4K
126,423
-0%
增持
NVDA
NVIDIA CORPORATION
+$589.7K
2,114
+101%
建仓
IXC
ISHARES TR
+$585.2K
14,964
减持
J
JACOBS SOLUTIONS INC
-$565.7K
55,887
-2%
减持
ADBE
ADOBE INC
+$554.8K
8,328
-4%
增持
IGF
ISHARES TR
+$552.2K
24,620
+76%
减持
FELE
FRANKLIN ELEC INC
+$545.6K
74,562
-0%
减持
VTV
VANGUARD INDEX FDS
-$541.9K
9,073
-34%
增持
ISRG
INTUITIVE SURGICAL INC
+$534.7K
10,963
+1%
增持
CNC
CENTENE CORP DEL
+$528.9K
83,192
+2%
减持
NVR
NVR INC
+$528.7K
527
-1%
减持
INTC
INTEL CORP
+$519.3K
43,253
-7%
减持
TGT
TARGET CORP
+$492.6K
18,789
-5%
减持
TXN
TEXAS INSTRS INC
+$485.1K
45,940
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$473.2K
8,857
+6%
建仓
SHOP
SHOPIFY INC
+$444.8K
5,710
增持
SAP
SAP SE
+$441.2K
14,661
+4%
增持
TSCO
TRACTOR SUPPLY CO
+$439.8K
30,771
+1%
增持
IT
GARTNER INC
+$432.9K
3,886
+1%
增持
JBHT
HUNT J B TRANS SVCS INC
+$411.2K
36,118
+0%
增持
ADSK
AUTODESK INC
+$410.2K
9,439
+3%
减持
RBA
RB GLOBAL INC
+$410.1K
107,715
-1%
建仓
BNTX
BIONTECH SE
+$405.2K
3,839
减持
DELL
DELL TECHNOLOGIES INC
+$399.8K
85,001
-4%
减持
—
MEDTRONIC PLC
+$398.3K
100,899
-0%
减持
FAST
FASTENAL CO
+$393.2K
53,529
-5%
建仓
—
NXP SEMICONDUCTORS N V
+$390.5K
1,700
增持
—
ASML HOLDING N V
+$379.4K
1,730
+9%
建仓
VXUS
VANGUARD STAR FDS
+$371.3K
6,406
增持
ROP
ROPER TECHNOLOGIES INC
+$352.0K
5,264
+1%
减持
APD
AIR PRODS & CHEMS INC
-$346.4K
26,279
-1%
减持
JPM
JPMORGAN CHASE & CO
+$344.6K
23,417
-7%
减持
USB
US BANCORP DEL
+$342.9K
52,324
-10%
增持
SPY
SPDR S&P 500 ETF TR
+$336.7K
6,404
+1%
增持
—
AMDOCS LTD
+$332.6K
75,075
+1%
增持
JKHY
HENRY JACK & ASSOC INC
+$331.8K
19,455
+3%
增持
ZTS
ZOETIS INC
+$324.8K
12,643
+1%
减持
CMCSA
COMCAST CORP NEW
-$317.8K
57,555
-10%
建仓
IWV
ISHARES TR
+$317.5K
1,160
建仓
PFF
ISHARES TR
+$316.9K
10,161
建仓
XLE
SELECT SECTOR SPDR TR
+$314.7K
3,753
减持
TJX
TJX COS INC NEW
+$309.3K
82,491
-1%
增持
BDX
BECTON DICKINSON & CO
-$301.7K
26,396
+1%
减持
AJG
GALLAGHER ARTHUR J & CO
-$288.1K
33,204
-2%
增持
—
EXXON MOBIL CORP
-$284.9K
31,242
+8%
建仓
IWR
ISHARES TR
+$272.7K
3,509
增持
NVO
NOVO-NORDISK A S
+$266.1K
20,502
+1%
建仓
IWM
ISHARES TR
+$256.6K
1,279
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$248.7K
8,701
+7%
减持
UPS
UNITED PARCEL SERVICE INC
-$241.8K
13,258
-11%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$238.9K
41,329
+2%
减持
PRI
PRIMERICA INC
+$238.1K
36,219
-3%
建仓
XLK
SELECT SECTOR SPDR TR
+$237.1K
1,232
建仓
MELI
MERCADOLIBRE INC
+$235.7K
150
建仓
A
AGILENT TECHNOLOGIES INC
+$231.8K
1,667
增持
QUAL
ISHARES TR
+$231.4K
14,731
+0%
增持
VUG
VANGUARD INDEX FDS
+$225.5K
5,436
+1%
减持
—
BLACKROCK INC
+$220.5K
2,237
-9%
建仓
BA
BOEING CO
+$218.7K
839
建仓
ELV
ELEVANCE HEALTH INC
+$217.4K
461
增持
HDB
HDFC BANK LTD
+$216.7K
8,332
+44%
减持
GPC
GENUINE PARTS CO
-$213.9K
9,630
-10%
建仓
IFRA
ISHARES TR
+$212.3K
5,272
减持
POOL
POOL CORP
+$208.4K
5,034
-0%
减持
PG
PROCTER AND GAMBLE CO
-$208.0K
15,479
-9%
建仓
FCX
FREEPORT-MCMORAN INC
+$204.3K
4,799
建仓
GIS
GENERAL MLS INC
+$203.2K
3,119
减持
—
SPIRIT RLTY CAP INC NEW
+$197.1K
36,741
-13%
增持
ROL
ROLLINS INC
+$191.7K
25,081
+4%
减持
IEMG
ISHARES INC
-$189.5K
62,533
-11%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$183.4K
8,324
+4%
减持
BN
BROOKFIELD CORP
+$175.5K
20,236
-1%
