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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 14
增持 39
减持 84
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
UNH
UNITEDHEALTH GROUP INC
+$10.4M
47,802
+143%
减持
GOOG
ALPHABET INC
+$8.3M
151,704
-6%
减持
V
VISA INC
-$8.0M
34,495
-38%
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
NVDA
NVIDIA CORPORATION
+$7.1M
57,877
+147%
增持
AAPL
APPLE INC
+$7.0M
109,612
+8%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$7.0M
38,221
减持
FDS
FACTSET RESH SYS INC
-$6.3M
30,096
-10%
增持
EFV
ISHARES TR
+$5.4M
265,209
+33%
减持
ROP
ROPER TECHNOLOGIES INC
-$4.3M
15,217
-27%
减持
META
META PLATFORMS INC
-$4.0M
16,556
-24%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$3.8M
198,131
+74%
清仓
VRSK
VERISK ANALYTICS INC
-$3.7M
0
-100%
增持
IEMG
ISHARES INC
+$3.5M
177,599
+29%
清仓
IXN
ISHARES TR
-$3.4M
0
-100%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$3.3M
0
-100%
减持
EXPD
EXPEDITORS INTL WASH INC
-$3.3M
2,170
-93%
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$3.0M
44,323
建仓
JBL
JABIL INC
+$2.9M
13,477
减持
MORN
MORNINGSTAR INC
-$2.9M
22,767
-12%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$2.9M
110,888
-6%
建仓
WDEF
WISDOMTREE TR
+$2.8M
84,526
增持
BAI
BLACKROCK ETF TRUST
+$2.3M
130,842
+75%
减持
FISV
FISERV INC
-$2.3M
49,108
-2%
减持
—
NVENT ELECTRIC PLC
+$2.2M
120,279
-9%
减持
SYK
STRYKER CORPORATION
-$2.1M
51,475
-4%
减持
RSG
REPUBLIC SVCS INC
-$2.1M
80,405
-4%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$2.0M
105,721
-4%
增持
ORCL
ORACLE CORP
+$1.9M
15,710
+37%
减持
FICO
FAIR ISAAC CORP
-$1.9M
4,498
-4%
增持
EFG
ISHARES TR
+$1.9M
63,985
+32%
清仓
ROL
ROLLINS INC
-$1.7M
0
-100%
减持
CRM
SALESFORCE INC
-$1.6M
37,280
-3%
清仓
JKHY
HENRY JACK & ASSOC INC
-$1.6M
0
-100%
减持
BRO
BROWN & BROWN INC
-$1.6M
86,667
-1%
减持
MCO
MOODYS CORP
-$1.6M
26,591
-6%
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$1.5M
79,564
减持
—
ACCENTURE PLC IRELAND
-$1.5M
25,551
-2%
减持
INTU
INTUIT
-$1.5M
12,180
-2%
减持
DRI
DARDEN RESTAURANTS INC
-$1.5M
43,241
-3%
清仓
JMTG
J P MORGAN EXCHANGE TRADED F
-$1.5M
0
-100%
减持
CPRT
COPART INC
-$1.4M
179,053
-7%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.3M
5,351
-45%
减持
CVCO
CAVCO INDS INC DEL
+$1.3M
10,315
-5%
减持
CSL
CARLISLE COS INC
-$1.3M
22,904
-3%
减持
CI
THE CIGNA GROUP
-$1.3M
26,488
-2%
减持
TXRH
TEXAS ROADHOUSE INC
-$1.3M
48,301
-3%
减持
HON
HONEYWELL INTL INC
-$1.2M
43,433
-2%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.2M
4,387
-72%
增持
SAN
BANCO SANTANDER S.A.
+$1.2M
123,974
+1049%
减持
SPGI
S&P GLOBAL INC
-$1.2M
17,657
-5%
减持
EME
EMCOR GROUP INC
+$1.1M
18,431
-9%
减持
IT
GARTNER INC
-$1.1M
6,165
-9%
减持
IQV
IQVIA HLDGS INC
+$1.1M
48,363
-5%
减持
CMCSA
COMCAST CORP NEW
-$1.1M
29,103
-49%
减持
—
ICON PLC
+$1.1M
52,744
-6%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.1M
9,305
-4%
清仓
DHR
DANAHER CORPORATION
-$1.1M
0
-100%
减持
TGT
TARGET CORP
-$1.1M
5,852
-64%
减持
LDOS
LEIDOS HOLDINGS INC
+$1.1M
56,626
-7%
减持
TJX
TJX COS INC NEW
+$1.1M
70,633
-5%
减持
—
AMDOCS LTD
-$1.0M
90,280
-2%
减持
GWW
GRAINGER W W INC
-$1.0M
8,685
-3%
减持
CTAS
CINTAS CORP
-$997.0K
35,428
-5%
减持
HDB
HDFC BANK LTD
-$980.0K
13,305
-29%
减持
PAYC
PAYCOM SOFTWARE INC
-$915.1K
31,404
-2%
增持
GE
GE AEROSPACE
+$894.2K
13,364
+10%
减持
WSO
WATSCO INC
-$893.2K
18,407
-2%
清仓
—
SPOTIFY TECHNOLOGY S A
-$883.2K
0
-100%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$882.2K
86,051
+10%
减持
GD
GENERAL DYNAMICS CORP
+$858.6K
29,249
-6%
增持
—
ALCON AG
-$813.5K
99,715
+7%
减持
MRSH
MARSH & MCLENNAN COS INC
-$799.4K
37,237
-2%
清仓
VB
VANGUARD INDEX FDS
-$787.2K
0
-100%
减持
TDY
TELEDYNE TECHNOLOGIES INC
+$748.2K
16,284
-5%
减持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-$744.1K
16,819
-76%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$740.7K
28,246
-4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$724.3K
7,527
+24%
减持
ITT
ITT INC
+$717.9K
57,864
-6%
清仓
—
THOMSON REUTERS CORP
-$706.6K
0
-100%
清仓
BF/B
BROWN FORMAN CORP
-$700.9K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$693.0K
15,613
+0%
建仓
CLS
CELESTICA INC
+$669.9K
2,719
增持
—
ASML HOLDING N V
+$648.5K
2,121
+21%
增持
—
ASTRAZENECA PLC
+$647.7K
34,450
+21%
减持
MSCI
MSCI INC
-$633.1K
22,104
-3%
建仓
HSBC
HSBC HLDGS PLC
+$620.2K
8,738
减持
J
JACOBS SOLUTIONS INC
+$616.3K
61,750
-6%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$592.5K
36,804
-4%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$586.7K
146,882
-9%
增持
—
UNILEVER PLC
+$552.9K
25,640
+62%
减持
CW
CURTISS WRIGHT CORP
+$522.4K
21,579
-6%
减持
APD
AIR PRODS & CHEMS INC
-$513.7K
32,351
-2%
减持
MSFT
MICROSOFT CORP
-$482.6K
29,862
-7%
增持
SE
SEA LTD
+$480.6K
10,418
+21%
减持
KO
COCA COLA CO
-$478.7K
27,492
-16%
增持
ARGX
ARGENX SE
+$465.2K
1,769
+16%
减持
SPY
SPDR S&P 500 ETF TR
+$457.0K
9,763
-0%
减持
AJG
GALLAGHER ARTHUR J & CO
-$456.8K
28,429
-2%
减持
BLK
BLACKROCK INC
-$450.7K
1,695
-27%
减持
NVO
NOVO-NORDISK A S
-$448.1K
13,335
-23%
增持
NVR
NVR INC
+$447.6K
610
+1%
减持
CASY
CASEYS GEN STORES INC
+$445.5K
14,536
-5%
减持
BDX
BECTON DICKINSON & CO
+$441.8K
54,924
-4%
增持
AEM
AGNICO EAGLE MINES LTD
+$404.6K
3,759
+95%
增持
GOOGL
ALPHABET INC
+$387.5K
5,708
+1%
减持
PAYX
PAYCHEX INC
-$371.4K
10,433
-10%
减持
JPM
JPMORGAN CHASE & CO.
+$360.0K
14,912
-0%
增持
SONY
SONY GROUP CORP
+$358.4K
78,241
+8%
增持
ETR
ENTERGY CORP NEW
+$351.2K
28,887
+3%
减持
GGG
GRACO INC
-$330.8K
94,664
-3%
减持
RBA
RB GLOBAL INC
-$322.6K
85,847
-5%
增持
FIS
FIDELITY NATL INFORMATION SV
+$321.8K
21,711
+59%
减持
—
AON PLC
-$311.0K
24,771
-3%
减持
DECK
DECKERS OUTDOOR CORP
-$307.5K
71,467
-2%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$300.4K
102,362
-4%
建仓
FIX
COMFORT SYS USA INC
+$297.5K
361
增持
—
MEDTRONIC PLC
+$296.5K
29,497
+2%
增持
TDG
TRANSDIGM GROUP INC
-$286.2K
2,891
+7%
减持
FCN
FTI CONSULTING INC
-$283.0K
48,410
-4%
减持
ISD
PGIM HIGH YIELD BOND FUND IN
-$279.5K
72,725
-22%
清仓
—
ARCH CAP GROUP LTD
-$273.8K
0
-100%
增持
CAT
CATERPILLAR INC
+$270.7K
2,288
+8%
减持
ENB
ENBRIDGE INC
+$260.4K
57,425
-1%
减持
IR
INGERSOLL RAND INC
-$259.5K
96,722
-2%
减持
FAST
FASTENAL CO
+$253.2K
82,345
-9%
建仓
ENTG
ENTEGRIS INC
+$252.5K
2,731
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$247.1K
59,774
+16%
减持
DELL
DELL TECHNOLOGIES INC
+$242.0K
26,292
-8%
增持
GSK
GSK PLC
+$240.9K
40,949
+3%
增持
GPC
GENUINE PARTS CO
+$238.9K
13,268
+1%
建仓
—
CREDICORP LTD
+$226.9K
852
增持
IVW
ISHARES TR
+$224.7K
20,729
+0%
建仓
C
CITIGROUP INC
+$223.4K
2,201
建仓
INTC
INTEL CORP
+$223.3K
6,655
建仓
NVS
NOVARTIS AG
+$209.8K
1,636
减持
SAIA
SAIA INC
+$208.8K
28,955
-6%
建仓
IWV
ISHARES TR
+$206.5K
545
清仓
ICLN
ISHARES TR
-$206.0K
0
-100%
增持
TSLA
TESLA INC
+$204.8K
1,487
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$183.7K
9,090
-3%
增持
AMT
AMERICAN TOWER CORP NEW
-$178.4K
8,326
+3%
减持
BSX
BOSTON SCIENTIFIC CORP
-$178.2K
3,252
-30%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$175.0K
17,368
+1%
减持
PH
PARKER-HANNIFIN CORP
+$171.6K
13,209
-6%
减持
ADSK
AUTODESK INC
-$168.9K
9,570
-8%
减持
PRI
PRIMERICA INC
-$166.4K
32,185
-3%
增持
WFC
WELLS FARGO CO NEW
+$166.2K
33,926
+2%
增持
NWG
NATWEST GROUP PLC
+$165.6K
90,185
+15%
增持
USB
US BANCORP DEL
+$165.1K
46,779
+1%
减持
HII
HUNTINGTON INGALLS INDS INC
+$159.8K
5,515
-7%
