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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 8
增持 69
减持 54
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
EFV
ISHARES TR
-$5.4M
61,969
-61%
减持
EME
EMCOR GROUP INC
-$4.5M
23,008
-38%
增持
AAPL
APPLE INC
+$4.1M
104,169
+0%
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。
减持
GOOG
ALPHABET INC
+$4.1M
154,080
-3%
增持
EFG
ISHARES TR
+$3.2M
83,245
+63%
增持
TTC
TORO CO
+$2.1M
89,142
+32%
建仓
HEFA
ISHARES TR
+$1.9M
52,193
减持
PG
PROCTER AND GAMBLE CO
-$1.8M
3,530
-76%
增持
EMXC
ISHARES INC
+$1.8M
60,079
+96%
减持
PH
PARKER-HANNIFIN CORP
-$1.7M
15,891
-9%
增持
—
GENPACT LIMITED
+$1.7M
215,535
+34%
增持
APD
AIR PRODS & CHEMS INC
+$1.6M
31,228
+17%
减持
DELL
DELL TECHNOLOGIES INC
+$1.5M
78,765
-4%
减持
FICO
FAIR ISAAC CORP
+$1.4M
6,150
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.4M
30,614
+7%
增持
CRM
SALESFORCE INC
-$1.4M
36,263
+2%
减持
DECK
DECKERS OUTDOOR CORP
-$1.3M
8,297
-17%
减持
ITT
ITT INC
-$1.3M
63,177
-9%
减持
FISV
FISERV INC
-$1.3M
55,689
-7%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$1.2M
5,066
减持
GWW
GRAINGER W W INC
-$1.2M
9,393
-2%
减持
—
EATON CORP PLC
-$1.1M
26,844
-12%
减持
CSL
CARLISLE COS INC
-$1.1M
21,168
-14%
减持
SYK
STRYKER CORPORATION
-$1.1M
51,313
-1%
建仓
WEC
WEC ENERGY GROUP INC
+$1.0M
12,907
清仓
LMT
LOCKHEED MARTIN CORP
-$1.0M
0
-100%
减持
TXRH
TEXAS ROADHOUSE INC
-$1.0M
51,343
-19%
增持
MCO
MOODYS CORP
+$986.7K
27,859
+2%
建仓
ETR
ENTERGY CORP NEW
+$958.6K
8,959
增持
MSCI
MSCI INC
-$944.8K
19,745
+6%
增持
MSFT
MICROSOFT CORP
+$863.9K
30,619
+0%
减持
—
ICON PLC
-$859.4K
28,037
-2%
增持
V
VISA INC
-$836.2K
57,132
+1%
增持
HON
HONEYWELL INTL INC
+$819.2K
42,042
+6%
增持
GGG
GRACO INC
-$783.0K
92,434
+7%
增持
APH
AMPHENOL CORP NEW
-$747.7K
132,581
+58%
增持
AME
AMETEK INC
-$738.1K
47,431
+0%
减持
FAST
FASTENAL CO
-$726.5K
47,935
-1%
建仓
OC
OWENS CORNING NEW
+$712.1K
4,099
增持
BDX
BECTON DICKINSON & CO
+$705.2K
31,445
+17%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$701.0K
3
-25%
增持
NVDA
NVIDIA CORPORATION
+$689.4K
21,292
+891%
增持
ULTA
ULTA BEAUTY INC
-$682.3K
18,257
+24%
清仓
IXC
ISHARES TR
-$679.9K
0
-100%
增持
CPRT
COPART INC
-$665.8K
181,346
+0%
增持
J
JACOBS SOLUTIONS INC
-$654.7K
56,379
+2%
增持
IQV
IQVIA HLDGS INC
-$642.2K
33,924
+10%
增持
—
AON PLC
-$632.7K
23,536
+4%
增持
CHI
CALAMOS CONV OPPORTUNITIES &
+$631.1K
145,774
+55%
增持
VRSK
VERISK ANALYTICS INC
+$612.2K
15,815
+2%
增持
RIV
RIVERNORTH OPPORTUNITIES FD
+$597.3K
114,796
+71%
增持
IXN
ISHARES TR
+$591.2K
56,627
+3%
增持
—
ASTRAZENECA PLC
+$583.9K
44,358
+5%
增持
SPGI
S&P GLOBAL INC
+$583.8K
17,438
+3%
增持
ISRG
INTUITIVE SURGICAL INC
+$582.3K
11,338
+1%
增持
—
UNILEVER PLC
+$580.8K
14,493
+236%
减持
BRO
BROWN & BROWN INC
-$568.0K
99,929
-8%
减持
TGT
TARGET CORP
-$545.3K
17,173
-1%
增持
AMZN
AMAZON COM INC
+$544.0K
35,250
+1%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$542.6K
40,495
-3%
增持
BRW
SABA CAPITAL INCOME & OPRNT
+$541.0K
184,256
+78%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$533.2K
89,513
+50%
增持
PRI
PRIMERICA INC
-$532.0K
35,722
+1%
增持
AMT
AMERICAN TOWER CORP NEW
+$525.3K
8,224
+51%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$493.9K
11,737
+3%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$488.1K
165,259
+2%
增持
PAYC
PAYCOM SOFTWARE INC
-$488.0K
13,089
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$485.8K
10,353
+17%
增持
—
AMDOCS LTD
+$471.9K
92,582
+22%
减持
IR
INGERSOLL RAND INC
-$470.1K
90,540
-1%
减持
IGF
ISHARES TR
-$464.3K
15,906
-38%
增持
FELE
FRANKLIN ELEC INC
-$456.4K
77,990
+5%
清仓
DEO
DIAGEO PLC
-$452.3K
0
-100%
增持
—
ACCENTURE PLC IRELAND
-$451.5K
27,483
+8%
增持
CP
CANADIAN PACIFIC KANSAS CITY
-$451.3K
82,314
+5%
增持
UPS
UNITED PARCEL SERVICE INC
+$440.1K
17,362
+33%
增持
POOL
POOL CORP
-$422.6K
5,628
+6%
清仓
NICE
NICE LTD
-$416.2K
0
-100%
增持
—
MEDTRONIC PLC
+$411.1K
121,824
+16%
增持
HDB
HDFC BANK LTD
+$408.2K
13,262
+67%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$402.2K
119,719
+9%
减持
ADI
ANALOG DEVICES INC
+$401.4K
35,256
-9%
清仓
VXUS
VANGUARD STAR FDS
-$387.7K
0
-100%
增持
INTC
INTEL CORP
-$386.2K
43,200
+11%
增持
EXPD
EXPEDITORS INTL WASH INC
+$382.0K
52,113
+3%
增持
CVCO
CAVCO INDS INC DEL
-$378.9K
8,031
+1%
减持
FREL
FIDELITY COVINGTON TRUST
-$375.7K
68,324
-15%
增持
IDXX
IDEXX LABS INC
-$346.4K
9,539
+3%
增持
MNST
MONSTER BEVERAGE CORP NEW
-$332.9K
44,331
+3%
清仓
PFF
ISHARES TR
-$331.0K
0
-100%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$330.4K
113,785
-15%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$329.9K
10,557
-6%
减持
ENB
ENBRIDGE INC
-$324.8K
60,016
-12%
增持
RSG
REPUBLIC SVCS INC
+$314.8K
78,068
+1%
减持
CMCSA
COMCAST CORP NEW
-$305.8K
57,046
-3%
清仓
IWR
ISHARES TR
-$295.8K
0
-100%
建仓
ZTO
ZTO EXPRESS CAYMAN INC
+$292.3K
14,089
增持
FDS
FACTSET RESH SYS INC
-$274.9K
30,542
+9%
减持
WFC
WELLS FARGO CO NEW
-$272.8K
31,412
-15%
减持
USB
US BANCORP DEL
-$272.3K
48,506
-1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$271.2K
54,206
+4942%
清仓
IWM
ISHARES TR
-$269.5K
0
-100%
清仓
—
XP INC
-$269.2K
0
-100%
建仓
SE
SEA LTD
+$266.0K
3,724
减持
GPC
GENUINE PARTS CO
-$265.0K
14,007
-1%
建仓
LYG
LLOYDS BANKING GROUP PLC
+$255.1K
93,436
清仓
MOD
MODINE MFG CO
-$252.2K
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$246.0K
0
-100%
减持
AVY
AVERY DENNISON CORP
-$244.7K
35,530
-1%
清仓
A
AGILENT TECHNOLOGIES INC
-$242.6K
0
-100%
增持
CNC
CENTENE CORP DEL
+$241.9K
103,375
+23%
清仓
—
SUPER MICRO COMPUTER INC
-$237.4K
0
-100%
清仓
—
SUMMIT MATLS INC
-$236.8K
0
-100%
减持
TJX
TJX COS INC NEW
+$233.8K
77,521
-5%
减持
FMX
FOMENTO ECONOMICO MEXICANO S
-$229.1K
7,150
-7%
减持
ADBE
ADOBE INC
+$226.9K
4,464
-0%
减持
META
META PLATFORMS INC
+$225.8K
23,367
-2%
增持
SHEL
SHELL PLC
+$223.2K
12,158
+25%
减持
MELI
MERCADOLIBRE INC
-$221.7K
188
-46%
增持
DRI
DARDEN RESTAURANTS INC
-$219.5K
50,285
+7%
清仓
GIS
GENERAL MLS INC
-$218.2K
0
-100%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$218.1K
18,445
+14%
清仓
NTRA
NATERA INC
-$215.1K
0
-100%
清仓
NOG
NORTHERN OIL & GAS INC
-$215.0K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$211.5K
0
-100%
增持
MORN
MORNINGSTAR INC
-$210.8K
24,667
+1%
减持
GSK
GSK PLC
-$209.2K
39,432
-2%
减持
JNJ
JOHNSON & JOHNSON
-$206.0K
5,708
-13%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$202.5K
31,162
+2%
减持
CSGP
COSTAR GROUP INC
-$200.3K
6,467
-8%
增持
SPY
SPDR S&P 500 ETF TR
+$195.3K
6,514
+2%
减持
—
CRH PLC
-$194.7K
12,360
-5%
减持
CACI
CACI INTL INC
+$194.7K
19,797
-10%
增持
IEMG
ISHARES INC
+$184.2K
66,483
+2%
减持
LDOS
LEIDOS HOLDINGS INC
+$178.1K
57,700
-8%
减持
AMGN
AMGEN INC
-$175.6K
6,306
-16%
清仓
PEB
PEBBLEBROOK HOTEL TR
-$169.5K
0
-100%
减持
—
LINDE PLC
-$168.7K
2,828
-7%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$167.9K
195,846
+2%
减持
XLV
SELECT SECTOR SPDR TR
-$167.0K
4,031
-21%
增持
IVW
ISHARES TR
+$166.2K
20,454
+0%
减持
TSLA
TESLA INC
+$164.5K
7,909
-1%
减持
BSX
BOSTON SCIENTIFIC CORP
+$163.7K
113,302
-9%
减持
GOOGL
ALPHABET INC
+$162.9K
6,185
-3%
减持
DIS
DISNEY WALT CO
-$160.5K
6,160
-2%
增持
CTAS
CINTAS CORP
+$152.8K
6,511
+2%
减持
FIS
FIDELITY NATL INFORMATION SV
-$151.8K
13,761
-14%
减持
VTV
VANGUARD INDEX FDS
-$148.7K
8,474
-8%
增持
ZTS
ZOETIS INC
+$146.7K
13,629
+4%
减持
HD
HOME DEPOT INC
-$144.9K
1,477
-13%
