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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 18
增持 69
减持 54
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
IR
INGERSOLL RAND INC
+$8.7M
91,572
减持
TXN
TEXAS INSTRS INC
-$6.6M
6,960
-85%
减持
RUNN
STRATEGIC TRUST
-$5.7M
7,540
-96%
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
META
META PLATFORMS INC
+$5.1M
23,799
+31%
减持
EME
EMCOR GROUP INC
+$4.4M
36,937
-6%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$3.6M
30,594
+78%
增持
DECK
DECKERS OUTDOOR CORP
+$3.2M
9,947
+8%
增持
SYK
STRYKER CORPORATION
+$3.2M
51,741
+1%
清仓
MMS
MAXIMUS INC
-$3.0M
0
-100%
减持
DELL
DELL TECHNOLOGIES INC
+$2.9M
82,360
-3%
减持
ADBE
ADOBE INC
-$2.7M
4,465
-46%
增持
RSG
REPUBLIC SVCS INC
+$2.3M
77,606
+2%
减持
—
EATON CORP PLC
+$2.1M
30,576
-1%
增持
GOOG
ALPHABET INC
+$2.1M
159,005
+1%
增持
AAPL
APPLE INC
-$1.9M
104,140
+2%
减持
TXRH
TEXAS ROADHOUSE INC
+$1.8M
63,592
-3%
减持
CSL
CARLISLE COS INC
+$1.8M
24,628
-2%
增持
CPRT
COPART INC
+$1.8M
181,069
+2%
减持
BRO
BROWN & BROWN INC
+$1.7M
108,552
-1%
清仓
—
SPIRIT RLTY CAP INC NEW
-$1.6M
0
-100%
减持
GWW
GRAINGER W W INC
+$1.6M
9,541
-3%
减持
PRI
PRIMERICA INC
+$1.5M
35,512
-2%
增持
MSFT
MICROSOFT CORP
+$1.5M
30,475
+1%
增持
TSCO
TRACTOR SUPPLY CO
+$1.4M
30,774
+0%
减持
FISV
FISERV INC
+$1.4M
59,762
-2%
增持
CRM
SALESFORCE INC
+$1.4M
35,495
+1%
增持
—
AON PLC
+$1.4M
22,601
+7%
减持
—
ICON PLC
+$1.4M
28,719
-2%
减持
LDOS
LEIDOS HOLDINGS INC
+$1.4M
62,851
-1%
减持
PH
PARKER-HANNIFIN CORP
+$1.3M
17,478
-4%
减持
J
JACOBS SOLUTIONS INC
+$1.3M
55,496
-1%
减持
BSX
BOSTON SCIENTIFIC CORP
+$1.3M
125,007
-1%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$1.2M
78,620
+9%
减持
CACI
CACI INTL INC
+$1.2M
21,964
-0%
增持
AMZN
AMAZON COM INC
+$1.2M
34,749
+4%
增持
V
VISA INC
+$1.2M
56,728
+1%
减持
APH
AMPHENOL CORP NEW
+$1.1M
83,916
-3%
建仓
AMT
AMERICAN TOWER CORP NEW
+$1.1M
5,432
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.1M
107,668
+1%
减持
RBA
RB GLOBAL INC
+$952.1K
107,092
-1%
清仓
HFRO
HIGHLAND OPPORTUNITIES
-$913.6K
0
-100%
减持
FIS
FIDELITY NATL INFORMATION SV
-$913.0K
16,026
-54%
增持
NVDA
NVIDIA CORPORATION
+$894.0K
2,148
+2%
增持
GPC
GENUINE PARTS CO
+$868.7K
14,216
+48%
增持
—
MEDTRONIC PLC
+$865.6K
105,309
+4%
减持
ITT
ITT INC
+$836.9K
69,258
-4%
建仓
PAGP
PLAINS GP HLDGS L P
+$825.5K
45,235
减持
AME
AMETEK INC
+$775.1K
47,268
-1%
减持
AJG
GALLAGHER ARTHUR J & CO
+$764.9K
32,922
-1%
增持
ISRG
INTUITIVE SURGICAL INC
+$762.9K
11,179
+2%
增持
FELE
FRANKLIN ELEC INC
+$761.9K
74,603
+0%
建仓
BRW
SABA CAPITAL INCOME & OPRNT
+$756.1K
103,722
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$748.6K
1,075
+3%
减持
AVY
AVERY DENNISON CORP
+$742.5K
35,894
-0%
清仓
SU
SUNCOR ENERGY INC NEW
-$735.2K
0
-100%
增持
EFV
ISHARES TR
+$723.4K
159,843
+4%
增持
APD
AIR PRODS & CHEMS INC
-$712.8K
26,757
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$707.2K
11,289
+27%
增持
IQV
IQVIA HLDGS INC
+$686.9K
30,903
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$683.7K
9,265
+5%
增持
NVR
NVR INC
+$644.2K
535
+2%
增持
FICO
FAIR ISAAC CORP
+$641.2K
6,212
+2%
增持
CTAS
CINTAS CORP
+$637.0K
6,414
+3%
增持
MORN
MORNINGSTAR INC
+$631.9K
24,349
+1%
减持
MRSH
MARSH & MCLENNAN COS INC
+$627.7K
38,500
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$622.5K
8,860
+2%
减持
GD
GENERAL DYNAMICS CORP
+$594.4K
26,869
-0%
减持
TSLA
TESLA INC
-$593.0K
7,967
-1%
减持
TJX
TJX COS INC NEW
+$562.7K
81,850
-1%
建仓
—
FERRARI N V
+$551.0K
1,264
增持
EFG
ISHARES TR
+$536.2K
51,166
+4%
减持
GGG
GRACO INC
+$493.9K
86,788
-1%
增持
IXN
ISHARES TR
+$490.7K
54,787
+4%
增持
—
ASML HOLDING N V
+$482.0K
1,846
+7%
建仓
ETHO
AMPLIFY ETF TR
+$473.2K
8,090
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$471.8K
161,260
+3%
增持
CVCO
CAVCO INDS INC DEL
+$462.3K
7,916
+2%
减持
ULTA
ULTA BEAUTY INC
+$459.6K
14,778
-0%
清仓
—
ETF MANAGERS TR
-$449.8K
0
-100%
减持
INTC
INTEL CORP
-$449.4K
39,033
-10%
增持
CNC
CENTENE CORP DEL
+$438.2K
84,249
+1%
减持
NVO
NOVO-NORDISK A S
+$434.1K
19,899
-3%
建仓
UITB
VICTORY PORTFOLIOS II
+$425.8K
9,180
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$416.3K
110,309
+1%
减持
TGT
TARGET CORP
+$411.7K
17,423
-7%
增持
MSCI
MSCI INC
+$392.9K
18,658
+5%
增持
FDS
FACTSET RESH SYS INC
-$369.8K
28,047
+2%
减持
SAP
SAP SE
+$369.6K
13,516
-8%
增持
JKHY
HENRY JACK & ASSOC INC
+$365.0K
20,400
+5%
增持
MCO
MOODYS CORP
+$358.5K
27,326
+3%
减持
JPM
JPMORGAN CHASE & CO
+$339.9K
21,583
-8%
减持
BHP
BHP GROUP LTD
-$337.8K
9,444
-27%
清仓
BOND
PIMCO ETF TR
-$331.2K
0
-100%
减持
—
EXXON MOBIL CORP
+$322.2K
29,643
-5%
建仓
—
MONDAY COM LTD
+$310.1K
1,373
清仓
DG
DOLLAR GEN CORP NEW
-$309.0K
0
-100%
增持
MELI
MERCADOLIBRE INC
+$295.0K
351
+134%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$294.4K
11,364
-6%
增持
ZTS
ZOETIS INC
-$279.4K
13,096
+4%
增持
—
CRH PLC
+$274.5K
13,001
+6%
减持
FAST
FASTENAL CO
+$271.7K
48,467
-9%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$262.1K
41,590
-3%
增持
HLN
HALEON PLC
+$261.9K
182,939
+17%
减持
EIX
EDISON INTL
-$261.2K
35,989
-8%
建仓
MOD
MODINE MFG CO
+$252.2K
2,649
增持
TDY
TELEDYNE TECHNOLOGIES INC
-$246.1K
16,161
+0%
清仓
NVS
NOVARTIS AG
-$244.0K
0
-100%
减持
AMGN
AMGEN INC
-$239.1K
7,548
-9%
建仓
—
SUPER MICRO COMPUTER INC
+$237.4K
235
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$237.2K
134,062
+1%
建仓
—
SUMMIT MATLS INC
+$236.8K
5,312
增持
—
AMDOCS LTD
+$236.3K
75,630
+1%
建仓
NTAP
NETAPP INC
+$232.0K
2,210
增持
PAYC
PAYCOM SOFTWARE INC
+$231.7K
11,860
+15%
增持
ADSK
AUTODESK INC
+$231.0K
9,712
+3%
增持
DIS
DISNEY WALT CO
+$229.1K
6,310
+5%
增持
UNH
UNITEDHEALTH GROUP INC
-$221.6K
28,715
+5%
增持
VUG
VANGUARD INDEX FDS
+$221.4K
5,553
+2%
减持
SONY
SONY GROUP CORP
-$220.1K
18,270
-3%
建仓
CVLT
COMMVAULT SYS INC
+$219.2K
2,161
清仓
BA
BOEING CO
-$218.7K
0
-100%
减持
ORCL
ORACLE CORP
+$218.7K
14,909
-5%
建仓
—
UNILEVER PLC
+$216.2K
4,307
建仓
NTRA
NATERA INC
+$215.1K
2,352
建仓
NOG
NORTHERN OIL & GAS INC
+$215.0K
5,419
减持
SBUX
STARBUCKS CORP
-$212.5K
19,953
-6%
增持
IEMG
ISHARES INC
+$211.7K
65,399
+5%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$211.5K
1,172
增持
BDX
BECTON DICKINSON & CO
+$207.7K
26,849
+2%
增持
TTC
TORO CO
-$205.1K
67,632
+1%
减持
MU
MICRON TECHNOLOGY INC
+$201.5K
6,450
-2%
建仓
GS
GOLDMAN SACHS GROUP INC
+$200.5K
480
增持
IVW
ISHARES TR
+$191.4K
20,448
+0%
增持
GE
GENERAL ELECTRIC CO
+$191.3K
3,789
+2%
增持
PAYX
PAYCHEX INC
+$185.0K
18,728
+5%
减持
—
ASTRAZENECA PLC
-$174.1K
42,444
-6%
增持
ROP
ROPER TECHNOLOGIES INC
+$172.8K
5,425
+3%
减持
EMR
EMERSON ELEC CO
+$170.3K
12,265
-2%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$166.3K
42,970
+4%
增持
RELX
RELX PLC
+$166.3K
26,491
+7%
增持
—
STERIS PLC
+$165.2K
32,528
+0%
减持
DEO
DIAGEO PLC
-$160.6K
3,041
-28%
减持
SHEL
SHELL PLC
-$158.2K
9,761
-21%
减持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$151.8K
68,641
-5%
增持
VTV
VANGUARD INDEX FDS
+$151.7K
9,260
+2%
减持
UPS
UNITED PARCEL SERVICE INC
-$148.6K
13,025
-2%
增持
POOL
POOL CORP
+$145.2K
5,334
+6%
增持
DHR
DANAHER CORPORATION
+$144.2K
4,256
+7%
减持
—
ACCENTURE PLC IRELAND
-$140.5K
25,360
-0%
增持
EMXC
ISHARES INC
+$135.5K
30,724
+4%
