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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 10
增持 43
减持 80
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
GOOG
ALPHABET INC
+$3.5M
160,867
-1%
减持
—
ALCON AG
-$2.5M
83,476
-13%
建仓
BLK
BLACKROCK INC
+$2.4M
2,334
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
CRM
SALESFORCE INC
+$2.3M
38,200
+0%
增持
—
ICON PLC
-$2.3M
32,127
+2%
减持
V
VISA INC
+$2.3M
58,499
-1%
清仓
—
BLACKROCK INC
-$2.3M
0
-100%
减持
CACI
CACI INTL INC
-$2.2M
18,870
-4%
减持
CI
THE CIGNA GROUP
-$2.2M
22,023
-8%
减持
FCN
FTI CONSULTING INC
-$2.2M
34,127
-10%
增持
UNH
UNITEDHEALTH GROUP INC
-$2.0M
31,226
+2%
减持
CSL
CARLISLE COS INC
-$2.0M
20,974
-3%
减持
DECK
DECKERS OUTDOOR CORP
+$1.8M
54,492
-6%
减持
AAPL
APPLE INC
+$1.6M
102,512
-1%
增持
AMZN
AMAZON COM INC
+$1.5M
43,378
+0%
减持
LDOS
LEIDOS HOLDINGS INC
-$1.4M
55,806
-4%
减持
IQV
IQVIA HLDGS INC
-$1.4M
34,466
-0%
增持
PAYC
PAYCOM SOFTWARE INC
+$1.4M
35,156
+0%
减持
—
STERIS PLC
-$1.3M
33,710
-1%
减持
AVY
AVERY DENNISON CORP
-$1.3M
36,645
-1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$1.3M
104,295
-1%
减持
GD
GENERAL DYNAMICS CORP
-$1.2M
26,784
-2%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$1.1M
170,771
-1%
减持
EIX
EDISON INTL
-$1.1M
23,667
-32%
增持
CPRT
COPART INC
+$1.1M
189,703
+1%
减持
IR
INGERSOLL RAND INC
-$1.1M
89,068
-4%
减持
—
ACCENTURE PLC IRELAND
-$1.0M
23,526
-11%
增持
TSCO
TRACTOR SUPPLY CO
-$1.0M
148,558
+385%
减持
ROP
ROPER TECHNOLOGIES INC
-$961.0K
20,531
-2%
减持
DRI
DARDEN RESTAURANTS INC
+$902.4K
50,419
-3%
减持
FELE
FRANKLIN ELEC INC
-$850.9K
78,929
-3%
减持
HII
HUNTINGTON INGALLS INDS INC
-$849.9K
2,544
-49%
增持
NVR
NVR INC
-$827.7K
567
+2%
减持
ITT
ITT INC
-$807.6K
61,416
-4%
减持
UNP
UNION PAC CORP
-$798.8K
32,747
-2%
减持
TTC
TORO CO
-$764.8K
89,598
-2%
减持
—
NVENT ELECTRIC PLC
-$763.5K
127,776
-5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$726.4K
9,091
+3%
增持
MSCI
MSCI INC
+$716.9K
21,563
+3%
减持
HLN
HALEON PLC
-$712.4K
93,607
-38%
减持
FISV
FISERV INC
+$701.6K
50,281
-6%
减持
DUK
DUKE ENERGY CORP NEW
-$685.9K
14,698
-25%
增持
CP
CANADIAN PACIFIC KANSAS CITY
-$684.8K
92,693
+7%
减持
HON
HONEYWELL INTL INC
+$669.7K
43,421
-2%
增持
EXPD
EXPEDITORS INTL WASH INC
-$663.1K
38,612
+3%
减持
RBA
RB GLOBAL INC
+$650.8K
99,664
-4%
减持
WSO
WATSCO INC
-$630.6K
17,527
-4%
减持
MRSH
MARSH & MCLENNAN COS INC
-$625.4K
37,127
-3%
减持
APD
AIR PRODS & CHEMS INC
-$603.1K
30,766
-4%
增持
NVO
NOVO-NORDISK A S
-$597.4K
19,186
+2%
增持
IDXX
IDEXX LABS INC
-$571.4K
11,009
+9%
增持
CTAS
CINTAS CORP
-$558.2K
27,465
+1%
减持
BRO
BROWN & BROWN INC
-$547.6K
91,502
-4%
减持
GGG
GRACO INC
-$539.4K
92,807
-3%
建仓
—
SPOTIFY TECHNOLOGY S A
+$535.1K
1,196
增持
EFG
ISHARES TR
-$534.3K
76,310
+4%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$533.6K
6,902
-37%
减持
FDS
FACTSET RESH SYS INC
+$527.2K
31,565
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$524.3K
20,329
-1%
减持
—
EATON CORP PLC
-$518.5K
28,313
-5%
减持
—
AMDOCS LTD
-$507.3K
90,832
-4%
增持
MORN
MORNINGSTAR INC
+$500.2K
25,261
+1%
建仓
—
CHECK POINT SOFTWARE TECH LT
+$497.4K
2,664
增持
EFV
ISHARES TR
-$482.9K
160,627
+4%
减持
AMGN
AMGEN INC
-$472.2K
5,939
-5%
增持
—
ASTRAZENECA PLC
-$457.2K
44,952
+3%
减持
PH
PARKER-HANNIFIN CORP
-$452.5K
14,972
-5%
清仓
RTO
RENTOKIL INITIAL PLC
-$451.8K
0
-100%
增持
CASY
CASEYS GEN STORES INC
+$440.5K
14,966
+2%
增持
—
AON PLC
+$437.6K
24,847
+1%
减持
MFC
MANULIFE FINL CORP
-$431.4K
14,759
-51%
建仓
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$422.3K
36,034
减持
AMT
AMERICAN TOWER CORP NEW
-$417.1K
8,046
-1%
建仓
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$412.0K
10,297
清仓
—
BROOKFIELD INFRASTRUCTURE CO
-$401.4K
0
-100%
减持
—
LINDE PLC
-$397.4K
2,142
-21%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$393.6K
105,086
+2%
减持
FREL
FIDELITY COVINGTON TRUST
-$379.8K
60,489
-11%
减持
WFC
WELLS FARGO CO NEW
+$377.6K
30,427
-2%
减持
SHEL
SHELL PLC
-$377.5K
7,043
-43%
增持
BDX
BECTON DICKINSON & CO
+$375.5K
36,306
+11%
减持
GPC
GENUINE PARTS CO
-$366.5K
13,754
-3%
减持
GSK
GSK PLC
-$358.2K
38,900
-5%
减持
TGT
TARGET CORP
-$356.7K
17,172
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$352.2K
6,977
+7%
减持
—
ASML HOLDING N V
-$344.5K
1,798
-6%
减持
FMX
FOMENTO ECONOMICO MEXICANO S
-$341.3K
3,820
-44%
清仓
ZTO
ZTO EXPRESS CAYMAN INC
-$328.8K
0
-100%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$321.6K
101,638
-11%
增持
—
MEDTRONIC PLC
-$319.9K
34,612
+1%
减持
KO
COCA COLA CO
-$317.8K
32,510
-0%
减持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-$309.8K
89,480
-18%
清仓
TLK
P T TELEKOMUNIKASI INDONESIA
-$305.1K
0
-100%
清仓
—
CREDICORP LTD
-$303.5K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$301.1K
23,320
+0%
减持
ISRG
INTUITIVE SURGICAL INC
+$300.7K
11,109
-1%
减持
GWW
GRAINGER W W INC
-$298.7K
8,885
-4%
减持
—
EXXON MOBIL CORP
-$295.3K
29,702
-0%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$288.4K
2,611
减持
JNJ
JOHNSON & JOHNSON
-$288.0K
4,412
-23%
建仓
BBY
BEST BUY INC
+$286.9K
3,344
减持
BHP
BHP GROUP LTD
-$285.7K
4,896
-42%
增持
EMXC
ISHARES INC
-$285.4K
80,613
+4%
减持
TXRH
TEXAS ROADHOUSE INC
-$277.7K
51,703
-5%
减持
MMM
3M CO
-$273.8K
5,199
-25%
清仓
GMAB
GENMAB A/S
-$267.1K
0
-100%
清仓
CNI
CANADIAN NATL RY CO
-$266.2K
0
-100%
减持
RIO
RIO TINTO PLC
-$265.9K
4,056
-43%
减持
CMCSA
COMCAST CORP NEW
-$261.8K
56,062
-1%
清仓
INTC
INTEL CORP
-$259.3K
0
-100%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$257.9K
1,457
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$252.3K
0
-100%
减持
CW
CURTISS WRIGHT CORP
+$250.4K
26,954
-5%
清仓
FCX
FREEPORT-MCMORAN INC
-$245.6K
0
-100%
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$243.8K
0
-100%
增持
SHOP
SHOPIFY INC
+$242.3K
8,110
+5%
增持
COST
COSTCO WHSL CORP NEW
+$241.1K
1,002
+31%
增持
CVCO
CAVCO INDS INC DEL
+$240.1K
11,226
+1%
清仓
MOD
MODINE MFG CO
-$236.8K
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$235.2K
0
-100%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$234.4K
17,396
-1%
减持
HDB
HDFC BANK LTD
-$232.1K
17,523
-19%
减持
PRI
PRIMERICA INC
-$229.9K
33,360
-5%
清仓
ELV
ELEVANCE HEALTH INC
-$229.3K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$226.5K
44,132
-0%
增持
IXN
ISHARES TR
+$222.2K
47,164
+3%
增持
ADSK
AUTODESK INC
+$221.5K
10,669
+0%
增持
GE
GE AEROSPACE
-$221.0K
12,167
+2%
建仓
FWONK
LIBERTY MEDIA CORP DEL
+$217.9K
2,352
清仓
GIS
GENERAL MLS INC
-$217.1K
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
+$211.2K
109,241
-4%
清仓
NTRA
NATERA INC
-$206.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$203.0K
24,494
-2%
建仓
DYNF
BLACKROCK ETF TRUST
+$201.3K
3,927
减持
MELI
MERCADOLIBRE INC
-$198.3K
278
-15%
减持
VTV
VANGUARD INDEX FDS
-$195.8K
7,536
-11%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$195.7K
1,342
+51%
增持
TDG
TRANSDIGM GROUP INC
-$193.9K
2,606
+6%
减持
J
JACOBS SOLUTIONS INC
-$186.6K
61,373
-4%
增持
TSLA
TESLA INC
+$185.8K
1,286
+1%
减持
ABEV
AMBEV SA
-$182.3K
73,680
-44%
增持
SE
SEA LTD
+$175.6K
8,068
+12%
增持
ETR
ENTERGY CORP NEW
+$173.2K
17,737
+99%
增持
ARGX
ARGENX SE
+$170.8K
1,316
+12%
减持
TDY
TELEDYNE TECHNOLOGIES INC
+$154.4K
18,085
-4%
增持
DHR
DANAHER CORPORATION
-$154.3K
4,972
+7%
增持
QQQ
INVESCO QQQ TR
+$151.7K
1,577
+18%
增持
GOOGL
ALPHABET INC
+$150.1K
6,387
+0%
增持
SPGI
S&P GLOBAL INC
-$149.6K
17,997
+2%
减持
—
UNILEVER PLC
-$147.9K
17,006
-1%