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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 26
增持 78
减持 35
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
BSX
BOSTON SCIENTIFIC CORP
-$9.3M
4,883
-96%
建仓
INTU
INTUIT
+$8.6M
14,039
建仓
RMD
RESMED INC
+$8.5M
38,031
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。
清仓
TTC
TORO CO
-$7.2M
0
-100%
清仓
AVY
AVERY DENNISON CORP
-$6.9M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.8M
19,136
-39%
增持
GOOG
ALPHABET INC
-$5.5M
160,940
+0%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$5.1M
119,577
+15%
增持
RSG
REPUBLIC SVCS INC
+$4.9M
85,378
+9%
增持
DECK
DECKERS OUTDOOR CORP
-$4.0M
62,902
+15%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.0M
84,518
+1155%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$3.7M
42,189
-54%
增持
AAPL
APPLE INC
-$2.9M
102,595
+0%
增持
CI
THE CIGNA GROUP
+$2.9M
27,164
+23%
建仓
SCHX
SCHWAB STRATEGIC TR
+$2.7M
123,988
增持
CTAS
CINTAS CORP
+$2.7M
37,388
+36%
减持
CRM
SALESFORCE INC
-$2.6M
37,995
-1%
增持
IEMG
ISHARES INC
+$2.3M
73,888
+134%
减持
EFG
ISHARES TR
-$2.3M
50,606
-34%
建仓
HEFA
ISHARES TR
+$2.2M
61,961
增持
—
ALCON AG
+$1.8M
93,199
+12%
清仓
CHI
CALAMOS CONV OPPORTUNITIES &
-$1.7M
0
-100%
增持
ROP
ROPER TECHNOLOGIES INC
+$1.7M
20,954
+2%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$1.6M
36,359
增持
BDX
BECTON DICKINSON & CO
+$1.6M
43,129
+19%
建仓
VTIP
VANGUARD MALVERN FDS
+$1.6M
31,344
增持
GD
GENERAL DYNAMICS CORP
+$1.6M
31,620
+18%
增持
FCN
FTI CONSULTING INC
+$1.6M
49,269
+44%
减持
BRO
BROWN & BROWN INC
+$1.5M
87,111
-5%
减持
V
VISA INC
+$1.5M
56,953
-3%
减持
AJG
GALLAGHER ARTHUR J & CO
+$1.5M
28,971
-4%
建仓
BSV
VANGUARD BD INDEX FDS
+$1.5M
18,620
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$1.4M
29,627
建仓
SEIV
SEI EXCHANGE TRADED FUNDS
+$1.4M
42,610
增持
EME
EMCOR GROUP INC
-$1.4M
23,449
+6%
增持
—
ICON PLC
+$1.4M
46,311
+44%
建仓
SEIM
SEI EXCHANGE TRADED FUNDS
+$1.3M
37,229
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$1.3M
163,513
-4%
建仓
SCHP
SCHWAB STRATEGIC TR
+$1.3M
49,265
增持
MRSH
MARSH & MCLENNAN COS INC
+$1.3M
37,742
+2%
增持
IQV
IQVIA HLDGS INC
+$1.3M
45,915
+33%
建仓
SPHY
SPDR SER TR
+$1.3M
56,054
增持
MSFT
MICROSOFT CORP
-$1.3M
32,510
+1%
增持
—
STERIS PLC
+$1.3M
36,197
+7%
增持
SAIA
SAIA INC
-$1.3M
21,429
+12%
增持
AMZN
AMAZON COM INC
-$1.2M
43,569
+0%
建仓
SCHA
SCHWAB STRATEGIC TR
+$1.2M
51,720
增持
—
AON PLC
+$1.2M
25,340
+2%
建仓
BCI
ABRDN ETFS
+$1.1M
50,315
增持
—
EATON CORP PLC
-$1.1M
30,599
+8%
增持
—
NVENT ELECTRIC PLC
-$978.9K
147,468
+15%
减持
DELL
DELL TECHNOLOGIES INC
-$975.1K
28,054
-8%
增持
CACI
CACI INTL INC
+$967.2K
23,416
+24%
减持
ISRG
INTUITIVE SURGICAL INC
-$966.6K
9,756
-12%
增持
SYK
STRYKER CORPORATION
+$952.0K
53,535
+2%
建仓
ACWV
ISHARES INC
+$911.3K
7,831
增持
CSL
CARLISLE COS INC
+$894.9K
25,348
+21%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$873.1K
108,814
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$872.4K
10,767
+0%
增持
—
AMDOCS LTD
+$867.2K
93,996
+3%
减持
FICO
FAIR ISAAC CORP
-$858.3K
4,871
-1%
清仓
IGF
ISHARES TR
-$837.9K
0
-100%
减持
FISV
FISERV INC
-$836.6K
42,984
-15%
增持
WSO
WATSCO INC
+$813.0K
17,940
+2%
增持
MORN
MORNINGSTAR INC
-$764.0K
25,821
+2%
增持
HII
HUNTINGTON INGALLS INDS INC
+$750.0K
6,032
+137%
增持
CASY
CASEYS GEN STORES INC
+$741.7K
15,371
+3%
增持
CW
CURTISS WRIGHT CORP
-$737.4K
27,824
+3%
建仓
SEIQ
SEI EXCHANGE TRADED FUNDS
+$706.0K
20,218
建仓
VWOB
VANGUARD WHITEHALL FDS
+$698.7K
10,883
增持
TXRH
TEXAS ROADHOUSE INC
-$693.2K
51,825
+0%
建仓
EMLC
VANECK ETF TRUST
+$675.6K
28,317
建仓
MBB
ISHARES TR
+$668.1K
7,124
减持
NVDA
NVIDIA CORPORATION
-$654.5K
22,856
-2%
增持
TSCO
TRACTOR SUPPLY CO
+$638.7K
154,650
+4%
建仓
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$630.6K
12,577
减持
PH
PARKER-HANNIFIN CORP
-$630.4K
14,629
-2%
建仓
USIG
ISHARES TR
+$622.7K
12,190
减持
CVCO
CAVCO INDS INC DEL
+$613.0K
10,820
-4%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
+$603.9K
39,476
-0%
增持
LDOS
LEIDOS HOLDINGS INC
+$595.4K
63,990
+15%
清仓
SMLF
ISHARES TR
-$589.5K
0
-100%
增持
RUNN
STRATEGIC TRUST
+$578.7K
28,580
+169%
增持
UNP
UNION PAC CORP
+$578.5K
34,059
+4%
减持
EXPD
EXPEDITORS INTL WASH INC
-$577.9K
30,762
-20%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$568.9K
79,814
+2%
建仓
—
TRANE TECHNOLOGIES PLC
+$564.3K
1,675
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$547.8K
10,943
+42%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$541.5K
102,897
+1%
增持
ITT
ITT INC
-$537.3K
63,780
+4%
减持
META
META PLATFORMS INC
-$523.7K
22,295
-2%
增持
IXN
ISHARES TR
+$501.1K
59,391
+26%
增持
TGT
TARGET CORP
-$473.6K
17,705
+3%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$460.1K
106,062
-4%
减持
ADSK
AUTODESK INC
-$445.4K
10,344
-3%
减持
RBA
RB GLOBAL INC
+$435.4K
93,979
-6%
增持
GE
GE AEROSPACE
+$434.7K
12,311
+1%
增持
TDG
TRANSDIGM GROUP INC
+$429.6K
2,698
+4%
增持
—
ACCENTURE PLC IRELAND
-$428.2K
25,151
+7%
增持
—
EXXON MOBIL CORP
+$424.8K
30,437
+2%
增持
—
CHECK POINT SOFTWARE TECH LT
+$419.8K
4,024
+51%
减持
EMXC
ISHARES INC
-$419.7K
73,521
-9%
减持
EFV
ISHARES TR
-$418.2K
135,900
-15%
增持
IDXX
IDEXX LABS INC
+$417.7K
11,833
+7%
增持
APD
AIR PRODS & CHEMS INC
+$413.5K
31,659
+3%
增持
EIX
EDISON INTL
-$411.4K
25,087
+6%
增持
SPGI
S&P GLOBAL INC
+$410.9K
18,449
+3%
建仓
NWG
NATWEST GROUP PLC
+$393.0K
32,966
减持
DRI
DARDEN RESTAURANTS INC
+$389.0K
47,178
-6%
增持
—
MEDTRONIC PLC
+$385.1K
35,053
+1%
减持
NVO
NOVO-NORDISK A S
-$379.5K
18,302
-5%
减持
ORCL
ORACLE CORP
-$373.4K
13,039
-1%
建仓
ZLAB
ZAI LAB LTD
+$373.4K
10,331
增持
NVR
NVR INC
-$370.5K
589
+4%
增持
AMGN
AMGEN INC
+$363.7K
6,136
+3%
增持
KO
COCA COLA CO
+$357.7K
33,255
+2%
增持
IT
GARTNER INC
-$343.9K
6,667
+3%
增持
AMT
AMERICAN TOWER CORP NEW
+$335.8K
8,325
+3%
增持
VRSK
VERISK ANALYTICS INC
+$327.6K
11,811
+2%
增持
MSCI
MSCI INC
-$318.3K
22,316
+3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$310.4K
29,944
-1%
增持
GGG
GRACO INC
+$306.5K
97,344
+5%
增持
HON
HONEYWELL INTL INC
-$299.9K
44,904
+3%
减持
SHOP
SHOPIFY INC
-$294.0K
5,952
-27%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$288.4K
0
-100%
清仓
BBY
BEST BUY INC
-$286.9K
0
-100%
清仓
IWV
ISHARES TR
-$279.1K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$276.5K
45,003
+2%
增持
ROL
ROLLINS INC
+$271.4K
29,836
+3%
增持
LYG
LLOYDS BANKING GROUP PLC
+$271.3K
220,620
+5%
增持
UPS
UNITED PARCEL SERVICE INC
-$270.6K
18,890
+1%
减持
GOOGL
ALPHABET INC
-$268.4K
6,083
-5%
增持
USB
US BANCORP DEL
-$257.3K
47,764
+0%
清仓
NTAP
NETAPP INC
-$256.5K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$255.9K
6,670
-3%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$247.9K
49,170
+36%
增持
AME
AMETEK INC
-$246.4K
48,482
+2%
增持
GSK
GSK PLC
+$241.8K
40,200
+3%
增持
DUK
DUKE ENERGY CORP NEW
+$234.8K
14,908
+1%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$234.6K
11,333
建仓
ELV
ELEVANCE HEALTH INC
+$227.7K
524
增持
FDS
FACTSET RESH SYS INC
-$225.1K
32,850
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$222.2K
10,110
-3%
减持
PRI
PRIMERICA INC
+$221.4K
32,601
-2%
减持
VUG
VANGUARD INDEX FDS
-$220.8K
5,168
-1%
减持
EMR
EMERSON ELEC CO
-$219.9K
11,054
-4%
清仓
XLK
SELECT SECTOR SPDR TR
-$219.7K
0
-100%
清仓
GXO
GXO LOGISTICS INCORPORATED
-$217.5K
0
-100%
增持
J
JACOBS SOLUTIONS INC
-$215.2K
66,056
+8%
增持
TJX
TJX COS INC NEW
+$213.4K
75,827
+2%
