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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 21
增持 44
减持 57
清仓 28
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$7.4M
15,612
+450%
增持
EFV
ISHARES TR
+$4.6M
198,938
+46%
增持
IEMG
ISHARES INC
+$4.3M
137,346
+86%
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
EMXC
ISHARES INC
-$4.1M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$3.9M
19,660
+3%
减持
MSFT
MICROSOFT CORP
+$3.7M
32,065
-1%
增持
GOOG
ALPHABET INC
+$3.5M
161,386
+0%
减持
META
META PLATFORMS INC
+$3.3M
21,904
-2%
清仓
SCHX
SCHWAB STRATEGIC TR
-$2.7M
0
-100%
减持
CW
CURTISS WRIGHT CORP
+$2.4M
22,912
-18%
清仓
HEFA
ISHARES TR
-$2.2M
0
-100%
减持
EME
EMCOR GROUP INC
+$2.2M
20,271
-14%
建仓
BAI
BLACKROCK ETF TRUST
+$2.2M
74,676
增持
SPY
SPDR S&P 500 ETF TR
+$2.1M
9,787
+40%
减持
—
EATON CORP PLC
+$2.0M
28,875
-6%
建仓
IGA
VOYA GLBL ADV & PREM OPP FD
+$2.0M
199,864
减持
—
NVENT ELECTRIC PLC
+$1.9M
131,910
-11%
减持
AAPL
APPLE INC
-$1.9M
101,871
-1%
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$1.7M
17,225
清仓
VTIP
VANGUARD MALVERN FDS
-$1.6M
0
-100%
减持
CPRT
COPART INC
-$1.5M
192,302
-0%
清仓
BSV
VANGUARD BD INDEX FDS
-$1.5M
0
-100%
建仓
JMTG
J P MORGAN EXCHANGE TRADED F
+$1.5M
29,007
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$1.4M
0
-100%
增持
IDXX
IDEXX LABS INC
+$1.4M
11,940
+1%
减持
ITT
ITT INC
+$1.4M
61,378
-4%
清仓
SEIV
SEI EXCHANGE TRADED FUNDS
-$1.4M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.4M
44,033
+1%
清仓
SEIM
SEI EXCHANGE TRADED FUNDS
-$1.3M
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$1.3M
0
-100%
清仓
SPHY
SPDR SER TR
-$1.3M
0
-100%
减持
CACI
CACI INTL INC
+$1.3M
20,714
-12%
清仓
PCN
PIMCO CORPORATE & INCM STRG
-$1.3M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
23,441
+3%
减持
INTU
INTUIT
+$1.2M
12,489
-11%
清仓
SCHA
SCHWAB STRATEGIC TR
-$1.2M
0
-100%
减持
SYK
STRYKER CORPORATION
+$1.2M
53,411
-0%
建仓
SYY
SYSCO CORP
+$1.2M
15,760
减持
IXN
ISHARES TR
-$1.1M
36,645
-38%
减持
CASY
CASEYS GEN STORES INC
+$1.1M
15,231
-1%
增持
BRO
BROWN & BROWN INC
-$1.1M
87,901
+1%
清仓
BCI
ABRDN ETFS
-$1.1M
0
-100%
增持
MCO
MOODYS CORP
+$1.0M
28,364
+0%
减持
—
ASTRAZENECA PLC
-$1.0M
28,554
-31%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$1.0M
161,906
-1%
减持
LDOS
LEIDOS HOLDINGS INC
+$986.0K
60,984
-5%
增持
SAIA
SAIA INC
+$971.2K
30,874
+44%
增持
—
AON PLC
-$969.2K
25,630
+1%
减持
PH
PARKER-HANNIFIN CORP
+$950.6K
14,092
-4%
增持
DELL
DELL TECHNOLOGIES INC
+$928.3K
28,429
+1%
减持
CVCO
CAVCO INDS INC DEL
-$926.2K
10,810
-0%
建仓
ES
EVERSOURCE ENERGY
+$925.6K
14,549
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$918.4K
117,434
-2%
清仓
ACWV
ISHARES INC
-$911.3K
0
-100%
清仓
—
CRH PLC
-$908.6K
0
-100%
增持
MRSH
MARSH & MCLENNAN COS INC
-$906.5K
37,979
+1%
增持
FISV
FISERV INC
-$881.8K
49,941
+16%
减持
HON
HONEYWELL INTL INC
+$848.0K
44,471
-1%
清仓
LYG
LLOYDS BANKING GROUP PLC
-$842.8K
0
-100%
增持
ETR
ENTERGY CORP NEW
+$818.7K
28,161
+58%
减持
—
EXXON MOBIL CORP
-$816.9K
26,001
-15%
增持
WSO
WATSCO INC
-$783.8K
18,874
+5%
减持
RMD
RESMED INC
+$773.2K
35,994
-5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$741.2K
9,692
+3%
减持
AJG
GALLAGHER ARTHUR J & CO
-$739.6K
28,934
-0%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$726.5K
110,241
+1%
增持
NWG
NATWEST GROUP PLC
+$717.6K
78,482
+138%
清仓
SEIQ
SEI EXCHANGE TRADED FUNDS
-$706.0K
0
-100%
清仓
VWOB
VANGUARD WHITEHALL FDS
-$698.7K
0
-100%
减持
ORCL
ORACLE CORP
+$676.5K
11,432
-12%
清仓
EMLC
VANECK ETF TRUST
-$675.6K
0
-100%
减持
TXRH
TEXAS ROADHOUSE INC
+$672.3K
49,666
-4%
清仓
MBB
ISHARES TR
-$668.1K
0
-100%
减持
GE
GE AEROSPACE
+$662.0K
12,145
-1%
减持
J
JACOBS SOLUTIONS INC
+$652.1K
65,710
-1%
减持
—
MEDTRONIC PLC
-$637.1K
28,826
-18%
清仓
MTBA
SIMPLIFY EXCHANGE TRADED FUN
-$630.6K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$623.6K
14,983
-26%
清仓
USIG
ISHARES TR
-$622.7K
0
-100%
增持
FELE
FRANKLIN ELEC INC
+$619.4K
92,837
+13%
增持
—
ALCON AG
-$604.1K
93,376
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$598.2K
10,573
-2%
建仓
GIS
GENERAL MLS INC
+$595.6K
11,496
减持
CTAS
CINTAS CORP
+$584.6K
37,102
-1%
增持
MSCI
MSCI INC
+$555.4K
22,844
+2%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$552.6K
114,140
+11%
减持
RUNN
STRATEGIC TRUST
-$541.6K
11,385
-60%
增持
DECK
DECKERS OUTDOOR CORP
+$519.1K
73,272
+16%
增持
WFC
WELLS FARGO CO NEW
+$511.3K
33,418
+11%
增持
ADSK
AUTODESK INC
+$500.9K
10,366
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$500.1K
15,629
-17%
清仓
NMS
NUVEEN MINN QUALITY MUN INM
-$499.7K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$497.7K
7,692
-30%
减持
GD
GENERAL DYNAMICS CORP
+$496.3K
31,253
-1%
减持
EIX
EDISON INTL
-$486.9K
19,210
-23%
减持
ROP
ROPER TECHNOLOGIES INC
-$481.6K
20,945
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$480.4K
23,559
-35%
增持
AME
AMETEK INC
+$439.9K
48,550
+0%
减持
ISRG
INTUITIVE SURGICAL INC
+$434.3K
9,691
-1%
增持
MORN
MORNINGSTAR INC
+$412.3K
25,978
+1%
减持
—
STERIS PLC
+$404.7K
35,837
-1%
增持
IR
INGERSOLL RAND INC
+$397.0K
99,191
+1%
增持
SPGI
S&P GLOBAL INC
+$386.8K
18,511
+0%
增持
SE
SEA LTD
+$385.6K
8,637
+13%
减持
FICO
FAIR ISAAC CORP
-$382.4K
4,705
-3%
减持
CP
CANADIAN PACIFIC KANSAS CITY
+$377.8K
42,133
-0%
减持
EFG
ISHARES TR
+$366.7K
48,458
-4%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$365.4K
5,839
减持
TDG
TRANSDIGM GROUP INC
+$364.5K
2,694
-0%
增持
IVW
ISHARES TR
+$357.7K
20,687
+0%
建仓
XLRE
SELECT SECTOR SPDR TR
+$356.0K
8,596
增持
SAP
SAP SE
+$353.7K
8,096
+3%
增持
UNP
UNION PAC CORP
+$340.3K
36,450
+7%
增持
HDB
HDFC BANK LTD
+$328.4K
18,710
+12%
增持
GS
GOLDMAN SACHS GROUP INC
+$318.0K
931
+49%
减持
HLN
HALEON PLC
-$309.7K
40,805
-43%
建仓
LVHI
LEGG MASON ETF INVT
+$303.0K
9,310
减持
SBUX
STARBUCKS CORP
-$299.8K
22,951
-6%
建仓
NRG
NRG ENERGY INC
+$290.2K
1,807
增持
CRM
SALESFORCE INC
+$280.7K
38,421
+1%
减持
AMGN
AMGEN INC
-$280.0K
5,844
-5%
减持
PAYC
PAYCOM SOFTWARE INC
+$277.3K
32,202
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$270.8K
6,084
-9%
清仓
KMX
CARMAX INC
-$268.2K
0
-100%
增持
ATRC
ATRICURE INC
+$266.0K
28,973
+37%
减持
VUG
VANGUARD INDEX FDS
+$262.0K
4,969
-4%
增持
—
SPOTIFY TECHNOLOGY S A
+$252.3K
1,151
+0%
建仓
NTES
NETEASE INC
+$249.4K
1,853
增持
GGG
GRACO INC
+$244.3K
97,400
+0%
建仓
LPLA
LPL FINL HLDGS INC
+$244.1K
651
建仓
GXO
GXO LOGISTICS INCORPORATED
+$243.5K
5,000
减持
TGT
TARGET CORP
-$242.5K
16,272
-8%
建仓
XLK
SELECT SECTOR SPDR TR
+$239.3K
945
减持
MNST
MONSTER BEVERAGE CORP NEW
+$239.2K
78,383
-2%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$234.6K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$234.6K
9,324
-8%
建仓
MS
MORGAN STANLEY
+$232.3K
1,649
清仓
PGR
PROGRESSIVE CORP
-$230.1K
0
-100%
建仓
AEM
AGNICO EAGLE MINES LTD
+$229.1K
1,926
清仓
ELV
ELEVANCE HEALTH INC
-$227.7K
0
-100%
建仓
NTAP
NETAPP INC
+$224.8K
2,110
建仓
FCX
FREEPORT-MCMORAN INC
+$221.8K
5,117
减持
GEV
GE VERNOVA INC
+$213.3K
983
-2%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$213.2K
38,506
-2%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$212.9K
0
-100%
增持
FAST
FASTENAL CO
+$212.1K
90,118
+96%
增持
—
TRANE TECHNOLOGIES PLC
+$206.8K
1,763
+5%
建仓
DYNF
BLACKROCK ETF TRUST
+$202.9K
3,725
建仓
MRVL
MARVELL TECHNOLOGY INC
+$201.0K
2,597
减持
BLK
BLACKROCK INC
+$200.9K
2,313
-2%
