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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 17
增持 72
减持 47
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
—
NVENT ELECTRIC PLC
+$9.5M
134,824
建仓
CW
CURTISS WRIGHT CORP
+$9.3M
28,339
清仓
APH
AMPHENOL CORP NEW
-$8.9M
0
-100%
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
SAIA
SAIA INC
+$8.9M
20,313
建仓
FCN
FTI CONSULTING INC
+$8.7M
38,124
增持
ROP
ROPER TECHNOLOGIES INC
+$8.5M
20,908
+279%
增持
—
ALCON AG
+$8.3M
96,238
+562%
增持
CI
THE CIGNA GROUP
+$8.1M
24,013
+3670%
清仓
ADI
ANALOG DEVICES INC
-$8.0M
0
-100%
减持
DELL
DELL TECHNOLOGIES INC
-$7.2M
30,937
-61%
清仓
JBHT
HUNT J B TRANS SVCS INC
-$7.1M
0
-100%
清仓
ULTA
ULTA BEAUTY INC
-$7.0M
0
-100%
清仓
—
GENPACT LIMITED
-$6.9M
0
-100%
清仓
CNC
CENTENE CORP DEL
-$6.9M
0
-100%
减持
—
MEDTRONIC PLC
-$6.5M
34,263
-72%
增持
EFV
ISHARES TR
+$5.6M
154,893
+150%
建仓
CASY
CASEYS GEN STORES INC
+$5.5M
14,611
增持
PAYC
PAYCOM SOFTWARE INC
+$4.0M
35,124
+168%
增持
TDG
TRANSDIGM GROUP INC
+$2.7M
2,450
+317%
增持
MSCI
MSCI INC
+$2.7M
20,965
+6%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$2.5M
103,143
+90%
清仓
ZTS
ZOETIS INC
-$2.4M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
+$2.2M
30,506
-0%
增持
FDS
FACTSET RESH SYS INC
+$2.2M
31,821
+4%
减持
ADBE
ADOBE INC
-$2.2M
637
-86%
减持
AAPL
APPLE INC
+$2.1M
103,325
-1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$2.1M
104,901
-3%
增持
CVCO
CAVCO INDS INC DEL
+$2.0M
11,137
+39%
减持
JKHY
HENRY JACK & ASSOC INC
-$2.0M
8,737
-59%
减持
PH
PARKER-HANNIFIN CORP
+$1.9M
15,788
-1%
清仓
HEFA
ISHARES TR
-$1.9M
0
-100%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$1.8M
171,680
+4%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$1.8M
77,073
+74%
减持
IEMG
ISHARES INC
-$1.8M
30,546
-54%
增持
EME
EMCOR GROUP INC
+$1.8M
23,612
+3%
增持
SYK
STRYKER CORPORATION
+$1.7M
52,936
+3%
增持
GE
GE AEROSPACE
+$1.7M
11,933
+221%
增持
—
AON PLC
+$1.6M
24,528
+4%
减持
EXPD
EXPEDITORS INTL WASH INC
-$1.6M
37,596
-28%
增持
—
EATON CORP PLC
+$1.5M
29,914
+11%
增持
APD
AIR PRODS & CHEMS INC
+$1.5M
31,996
+2%
减持
META
META PLATFORMS INC
+$1.5M
23,125
-1%
增持
IT
GARTNER INC
+$1.4M
6,321
+61%
增持
ITT
ITT INC
+$1.4M
64,094
+1%
增持
NVR
NVR INC
+$1.4M
557
+4%
建仓
PHK
PIMCO HIGH INCOME FD
+$1.4M
280,669
减持
CACI
CACI INTL INC
+$1.4M
19,567
-1%
减持
MCO
MOODYS CORP
+$1.3M
27,530
-1%
增持
SPGI
S&P GLOBAL INC
+$1.3M
17,639
+1%
减持
FISV
FISERV INC
+$1.3M
53,588
-4%
建仓
PCN
PIMCO CORPORATE & INCM STRG
+$1.3M
92,300
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.3M
31,425
+1%
增持
V
VISA INC
+$1.2M
59,027
+3%
减持
TSLA
TESLA INC
-$1.2M
1,275
-84%
增持
AMZN
AMAZON COM INC
+$1.2M
43,167
+22%
增持
DECK
DECKERS OUTDOOR CORP
+$1.2M
57,958
+599%
减持
VRSK
VERISK ANALYTICS INC
-$1.2M
11,422
-28%
增持
EMXC
ISHARES INC
+$1.2M
77,817
+30%
减持
GWW
GRAINGER W W INC
+$1.2M
9,303
-1%
清仓
VRSN
VERISIGN INC
-$1.2M
0
-100%
增持
CSL
CARLISLE COS INC
+$1.1M
21,617
+2%
减持
GAB
GABELLI EQUITY TR INC
-$1.1M
244,838
-48%
增持
GOOG
ALPHABET INC
-$1.1M
162,384
+5%
增持
CRM
SALESFORCE INC
+$1.1M
38,100
+5%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$1.1M
18,826
+2%
减持
INTC
INTEL CORP
-$1.1M
11,052
-74%
增持
LDOS
LEIDOS HOLDINGS INC
+$1.1M
58,115
+1%
增持
GGG
GRACO INC
+$1.0M
95,556
+3%
增持
FELE
FRANKLIN ELEC INC
+$1.0M
81,497
+4%
增持
IQV
IQVIA HLDGS INC
+$1.0M
34,602
+2%
增持
CTAS
CINTAS CORP
+$1.0M
27,084
+316%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$991.6K
114,464
-4%
减持
—
ACCENTURE PLC IRELAND
+$982.2K
26,368
-4%
减持
BRO
BROWN & BROWN INC
+$948.0K
95,392
-5%
增持
—
AMDOCS LTD
+$934.1K
94,201
+2%
减持
IXN
ISHARES TR
-$914.9K
45,740
-19%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$912.4K
86,427
+5%
增持
DRI
DARDEN RESTAURANTS INC
+$901.2K
51,851
+3%
增持
—
STERIS PLC
+$899.0K
34,039
+2%
增持
IR
INGERSOLL RAND INC
+$884.4K
92,798
+2%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$862.8K
41,112
+2%
减持
PRI
PRIMERICA INC
+$833.4K
35,016
-2%
增持
TSCO
TRACTOR SUPPLY CO
+$825.2K
30,656
+2%
增持
BSX
BOSTON SCIENTIFIC CORP
+$820.9K
113,917
+1%
增持
UNP
UNION PAC CORP
+$809.4K
33,538
+2%
增持
TXRH
TEXAS ROADHOUSE INC
+$790.4K
54,397
+6%
增持
RSG
REPUBLIC SVCS INC
+$757.7K
79,314
+2%
减持
FICO
FAIR ISAAC CORP
+$741.1K
5,092
-17%
增持
WSO
WATSCO INC
+$739.4K
18,168
+3%
减持
PAYX
PAYCHEX INC
-$735.1K
11,627
-40%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$723.8K
17,606
+29%
增持
—
BLACKROCK INC
+$716.2K
2,377
+21%
清仓
OC
OWENS CORNING NEW
-$712.1K
0
-100%
增持
MORN
MORNINGSTAR INC
+$709.0K
25,090
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$681.9K
10,632
+3%
减持
EFG
ISHARES TR
-$592.6K
73,603
-12%
增持
AME
AMETEK INC
+$592.4K
49,500
+4%
建仓
SMLF
ISHARES TR
+$579.5K
8,734
增持
POOL
POOL CORP
+$563.6K
6,086
+8%
减持
TJX
TJX COS INC NEW
+$540.6K
77,213
-0%
增持
GD
GENERAL DYNAMICS CORP
+$527.6K
27,274
+3%
增持
BDX
BECTON DICKINSON & CO
+$512.3K
32,606
+4%
增持
J
JACOBS SOLUTIONS INC
+$510.6K
64,074
+14%
增持
MRSH
MARSH & MCLENNAN COS INC
+$500.6K
38,153
+0%
增持
HDB
HDFC BANK LTD
+$498.0K
21,597
+63%
减持
EIX
EDISON INTL
+$488.3K
34,673
-2%
减持
SBUX
STARBUCKS CORP
+$484.1K
25,009
-0%
增持
IDXX
IDEXX LABS INC
+$475.5K
10,140
+6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$469.0K
10,380
-2%
增持
ADSK
AUTODESK INC
+$457.9K
10,643
+6%
减持
ISRG
INTUITIVE SURGICAL INC
+$454.1K
11,191
-1%
减持
NVO
NOVO-NORDISK A S
-$448.7K
18,878
-0%
增持
SE
SEA LTD
+$414.5K
7,217
+94%
增持
AVY
AVERY DENNISON CORP
+$413.0K
37,061
+4%
减持
FAST
FASTENAL CO
+$394.5K
47,700
-0%
增持
TTC
TORO CO
-$394.1K
91,567
+3%
增持
ORCL
ORACLE CORP
+$391.3K
13,382
+0%
清仓
IBN
ICICI BANK LIMITED
-$376.0K
0
-100%
增持
MELI
MERCADOLIBRE INC
+$362.0K
327
+74%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$348.7K
108,813
+31%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$340.0K
113,644
-0%
增持
—
UNILEVER PLC
+$315.1K
17,120
+18%
清仓
—
MONDAY COM LTD
-$302.6K
0
-100%
增持
LYG
LLOYDS BANKING GROUP PLC
+$296.9K
176,908
+89%
减持
AMT
AMERICAN TOWER CORP NEW
+$294.2K
8,139
-1%
增持
—
ICON PLC
+$284.2K
31,579
+13%
减持
AJG
GALLAGHER ARTHUR J & CO
+$280.7K
30,546
-5%
清仓
BNTX
BIONTECH SE
-$276.3K
0
-100%
建仓
VEEV
VEEVA SYS INC
+$273.7K
1,304
减持
DUK
DUKE ENERGY CORP NEW
+$272.8K
19,683
-1%
减持
USB
US BANCORP DEL
+$272.7K
48,073
-1%
减持
ENB
ENBRIDGE INC
+$267.4K
59,182
-1%
减持
SAP
SAP SE
-$267.2K
9,980
-21%
减持
KO
COCA COLA CO
+$256.6K
32,590
-1%
建仓
GEV
GE VERNOVA INC
+$253.7K
995
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$252.3K
5,273
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$247.1K
2,520
建仓
MOD
MODINE MFG CO
+$236.8K
1,783
减持
MMM
3M CO
+$225.0K
6,913
-2%
清仓
BP
BP PLC
-$220.8K
0
-100%
增持
IAU
ISHARES GOLD TR
+$220.1K
34,529
+1%
建仓
GIS
GENERAL MLS INC
+$217.1K
2,940
减持
WEC
WEC ENERGY GROUP INC
+$215.0K
12,764
-1%
减持
ETR
ENTERGY CORP NEW
+$213.0K
8,902
-1%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$209.2K
1,748
建仓
NFLX
NETFLIX INC
+$207.8K
293
减持
RTO
RENTOKIL INITIAL PLC
-$206.1K
18,122
-18%
建仓
NTRA
NATERA INC
+$206.0K
1,623
增持
NVDA
NVIDIA CORPORATION
+$200.2K
23,309
+9%
减持
SPY
SPDR S&P 500 ETF TR
+$191.9K
6,513
-0%
