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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 29
增持 46
减持 66
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
GE
GE AEROSPACE
+$10.2M
46,069
+245%
减持
MCO
MOODYS CORP
-$7.1M
10,989
-59%
增持
EFV
ISHARES TR
+$7.0M
349,440
+32%
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。
减持
MSCI
MSCI INC
-$7.0M
9,728
-56%
增持
NVDA
NVIDIA CORPORATION
+$6.8M
94,109
+63%
清仓
MORN
MORNINGSTAR INC
-$5.3M
0
-100%
减持
SPGI
S&P GLOBAL INC
-$4.9M
7,043
-60%
增持
META
META PLATFORMS INC
+$4.5M
25,256
+53%
增持
CRM
SALESFORCE INC
+$4.2M
49,177
+32%
增持
GOOGL
ALPHABET INC
+$4.2M
17,757
+211%
减持
SAIA
SAIA INC
-$4.0M
14,323
-51%
减持
ROP
ROPER TECHNOLOGIES INC
-$3.9M
8,291
-46%
减持
FDS
FACTSET RESH SYS INC
-$3.9M
16,298
-46%
减持
CI
THE CIGNA GROUP
-$3.9M
13,662
-48%
减持
FCN
FTI CONSULTING INC
-$3.8M
23,288
-52%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$3.8M
9,740
-91%
增持
AAPL
APPLE INC
+$3.7M
116,359
+6%
增持
ORCL
ORACLE CORP
+$3.7M
41,693
+165%
增持
MSFT
MICROSOFT CORP
+$3.7M
39,573
+33%
减持
SYK
STRYKER CORPORATION
-$3.5M
44,057
-14%
增持
IEMG
ISHARES INC
+$3.5M
225,538
+27%
减持
FISV
FISERV INC
-$3.3M
44,729
-9%
清仓
ADSK
AUTODESK INC
-$3.0M
0
-100%
减持
—
ALCON AG
-$3.0M
55,983
-44%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$3.0M
96,970
-13%
清仓
JBL
JABIL INC
-$2.9M
0
-100%
增持
AMZN
AMAZON COM INC
+$2.6M
52,823
+21%
减持
—
EATON CORP PLC
-$2.5M
24,071
-11%
减持
EME
EMCOR GROUP INC
-$2.4M
15,675
-15%
减持
PAYC
PAYCOM SOFTWARE INC
-$2.3M
26,508
-16%
建仓
AVGO
BROADCOM INC
+$2.3M
6,672
增持
EFG
ISHARES TR
+$2.2M
83,658
+31%
减持
CVCO
CAVCO INDS INC DEL
-$2.2M
6,378
-38%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$2.2M
14,447
-11%
清仓
POOL
POOL CORP
-$2.1M
0
-100%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$2.1M
119,311
-19%
减持
J
JACOBS SOLUTIONS INC
-$2.1M
54,166
-12%
减持
CPRT
COPART INC
-$2.0M
153,577
-14%
减持
RMD
RESMED INC
-$2.0M
30,639
-11%
减持
GOOG
ALPHABET INC
-$2.0M
111,373
-27%
建仓
CNP
CENTERPOINT ENERGY INC
+$2.0M
51,396
减持
LDOS
LEIDOS HOLDINGS INC
-$1.9M
48,657
-14%
增持
ABT
ABBOTT LABS
+$1.9M
23,764
+196%
减持
—
AON PLC
-$1.9M
19,674
-21%
减持
TSCO
TRACTOR SUPPLY CO
-$1.8M
135,859
-11%
建仓
NI
NISOURCE INC
+$1.8M
43,606
减持
WSO
WATSCO INC
-$1.8M
16,720
-9%
减持
CTAS
CINTAS CORP
-$1.8M
29,350
-17%
减持
BRO
BROWN & BROWN INC
-$1.7M
80,601
-7%
减持
RSG
REPUBLIC SVCS INC
-$1.7M
79,030
-2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.7M
25,649
-9%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$1.7M
7,894
增持
LLY
ELI LILLY & CO
+$1.6M
1,859
+304%
清仓
IT
GARTNER INC
-$1.6M
0
-100%
减持
ITT
ITT INC
-$1.6M
50,354
-13%
建仓
PTC
PTC INC
+$1.6M
9,168
减持
—
NVENT ELECTRIC PLC
-$1.6M
100,918
-16%
减持
CASY
CASEYS GEN STORES INC
-$1.6M
12,031
-17%
增持
SBUX
STARBUCKS CORP
+$1.6M
42,173
+80%
建仓
UL
UNILEVER PLC
+$1.6M
23,877
建仓
AEE
AMEREN CORP
+$1.5M
15,382
清仓
—
UNILEVER PLC
-$1.5M
0
-100%
减持
PRI
PRIMERICA INC
-$1.5M
28,899
-10%
减持
GD
GENERAL DYNAMICS CORP
-$1.5M
25,304
-13%
减持
CW
CURTISS WRIGHT CORP
-$1.4M
18,649
-14%
增持
COR
CENCORA INC
+$1.4M
4,782
+620%
增持
—
ASML HOLDING N V
+$1.4M
3,192
+50%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$1.4M
33,179
-10%
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$1.4M
4,141
减持
BDX
BECTON DICKINSON & CO
-$1.3M
46,083
-16%
减持
APD
AIR PRODS & CHEMS INC
-$1.3M
30,334
-6%
清仓
PAYX
PAYCHEX INC
-$1.3M
0
-100%
减持
RBA
RB GLOBAL INC
-$1.3M
77,678
-10%
减持
DELL
DELL TECHNOLOGIES INC
-$1.3M
19,584
-26%
建仓
PPL
PPL CORP
+$1.2M
34,758
增持
JPM
JPMORGAN CHASE & CO.
+$1.2M
18,360
+23%
减持
DECK
DECKERS OUTDOOR CORP
-$1.2M
58,216
-19%
减持
HON
HONEYWELL INTL INC
-$1.2M
40,694
-6%
增持
MA
MASTERCARD INCORPORATED
+$1.2M
4,367
+93%
减持
MRSH
MARSH & MCLENNAN COS INC
-$1.2M
34,037
-9%
减持
NVR
NVR INC
-$1.2M
510
-16%
增持
BAI
BLACKROCK ETF TRUST
+$1.2M
169,013
+29%
建仓
YUM
YUM BRANDS INC
+$1.2M
7,606
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$1.1M
91,138
-11%
增持
CMCSA
COMCAST CORP NEW
+$1.1M
67,462
+132%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.1M
10,438
+39%
减持
GGG
GRACO INC
-$1.1M
85,105
-10%
减持
IDXX
IDEXX LABS INC
-$1.1M
7,972
-21%
减持
UNP
UNION PAC CORP
-$1.1M
31,735
-11%
增持
KKR
KKR & CO INC
+$1.0M
12,831
+173%
建仓
CNQ
CANADIAN NAT RES LTD
+$1.0M
30,228
建仓
PVAL
PUTNAM ETF TRUST
+$988.6K
21,695
减持
DRI
DARDEN RESTAURANTS INC
-$971.8K
39,450
-9%
减持
FELE
FRANKLIN ELEC INC
-$962.6K
78,169
-12%
减持
FICO
FAIR ISAAC CORP
-$944.4K
3,423
-24%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$930.0K
44,457
+16%
减持
—
ICON PLC
-$929.4K
45,554
-14%
建仓
CYTK
CYTOKINETICS INC
+$925.5K
14,566
建仓
TCAF
T ROWE PRICE ETF INC
+$917.4K
24,003
增持
DYNF
BLACKROCK ETF TRUST
+$911.1K
18,609
+400%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$883.6K
33,684
-24%
增持
IVW
ISHARES TR
+$873.1K
27,385
+32%
建仓
RYAAY
RYANAIR HOLDINGS PLC
+$872.6K
12,087
清仓
—
TRANE TECHNOLOGIES PLC
-$867.5K
0
-100%
减持
—
AMDOCS LTD
-$867.1K
81,237
-10%
建仓
SPYM
SPDR SERIES TRUST
+$863.2K
10,760
增持
HSBC
HSBC HLDGS PLC
+$854.0K
18,739
+114%
减持
CSL
CARLISLE COS INC
-$844.9K
20,914
-9%
减持
CACI
CACI INTL INC
-$840.5K
16,796
-14%
增持
—
ASTRAZENECA PLC
+$830.8K
37,787
+10%
减持
—
STERIS PLC
-$806.1K
30,777
-12%
增持
AEM
AGNICO EAGLE MINES LTD
+$802.3K
8,470
+125%
增持
AJG
GALLAGHER ARTHUR J & CO
-$782.1K
31,004
+9%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$776.5K
13,099
减持
TXRH
TEXAS ROADHOUSE INC
-$765.2K
43,735
-9%
减持
VOO
VANGUARD INDEX FDS
-$756.2K
14,040
-10%
清仓
NVO
NOVO-NORDISK A S
-$740.0K
0
-100%
减持
TJX
TJX COS INC NEW
-$715.0K
61,808
-12%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$687.6K
10,883
建仓
KDP
KEURIG DR PEPPER INC
+$679.3K
24,252
增持
UNH
UNITEDHEALTH GROUP INC
-$672.7K
47,964
+0%
减持
INTU
INTUIT
-$664.2K
11,554
-5%
建仓
APH
AMPHENOL CORP NEW
+$651.2K
4,819
增持
FAST
FASTENAL CO
-$650.5K
84,417
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$625.6K
80,345
+10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$614.7K
10,734
+18%
增持
WFC
WELLS FARGO CO NEW
+$611.7K
37,075
+9%
建仓
MCK
MCKESSON CORP
+$608.7K
742
建仓
ECOW
PACER FDS TR
+$604.9K
24,786
建仓
DHR
DANAHER CORPORATION
+$597.0K
2,608
减持
MNST
MONSTER BEVERAGE CORP NEW
-$589.7K
67,854
-21%
建仓
WDAY
WORKDAY INC
+$570.0K
2,654
减持
SAP
SAP SE
-$536.5K
7,575
-15%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$532.5K
5,398
+1%
增持
AMGN
AMGEN INC
+$480.7K
6,641
+11%
增持
HII
HUNTINGTON INGALLS INDS INC
+$472.7K
6,059
+10%
增持
USB
US BANCORP DEL
+$452.1K
50,842
+9%
增持
GSK
GSK PLC
+$449.1K
45,197
+10%
建仓
FDMO
FIDELITY COVINGTON TRUST
+$433.5K
5,163
增持
XLV
SELECT SECTOR SPDR TR
+$429.8K
5,799
+72%
减持
IWB
ISHARES TR
-$412.7K
583
-66%
建仓
FTV
FORTIVE CORP
+$409.4K
7,416
增持
—
EXXON MOBIL CORP
+$402.4K
27,925
+6%
建仓
LMT
LOCKHEED MARTIN CORP
+$400.5K
828
建仓
WAT
WATERS CORP
+$400.0K
1,053
增持
AMT
AMERICAN TOWER CORP NEW
+$399.4K
11,395
+37%
建仓
VLTO
VERALTO CORP
+$395.4K
3,963
增持
WEC
WEC ENERGY GROUP INC
+$394.3K
15,287
+44%
增持
NWG
NATWEST GROUP PLC
+$394.0K
95,436
+6%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$391.2K
3,935
+38%