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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 20
增持 40
减持 73
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SERIES TRUST
+$20.0M
273,176
+2439%
增持
PVAL
PUTNAM ETF TRUST
+$15.2M
349,180
+1509%
增持
DYNF
BLACKROCK ETF TRUST
+$12.8M
239,427
+1187%
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
IVW
ISHARES TR
+$12.7M
141,683
+417%
减持
GOOG
ALPHABET INC
-$12.6M
77,792
-30%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$12.1M
207,754
+1809%
增持
ECOW
PACER FDS TR
+$9.1M
364,630
+1371%
增持
EFG
ISHARES TR
+$8.3M
160,285
+92%
增持
EFV
ISHARES TR
+$8.2M
446,464
+28%
增持
FDMO
FIDELITY COVINGTON TRUST
+$6.4M
85,120
+1549%
增持
XLV
SELECT SECTOR SPDR TR
+$6.2M
48,108
+730%
清仓
MCO
MOODYS CORP
-$5.6M
0
-100%
减持
MSCI
MSCI INC
-$5.3M
555
-94%
建仓
IDEF
BLACKROCK ETF TRUST
+$5.3M
161,230
减持
MSFT
MICROSOFT CORP
-$5.0M
38,065
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.0M
39,870
-17%
增持
WDEF
WISDOMTREE TR
+$4.8M
261,308
+134%
建仓
BLCR
BLACKROCK ETF TRUST
+$4.8M
115,819
减持
NVDA
NVIDIA CORPORATION
-$4.6M
74,065
-21%
减持
META
META PLATFORMS INC
-$4.3M
21,595
-14%
减持
GE
GE AEROSPACE
-$4.2M
35,106
-24%
减持
SYK
STRYKER CORPORATION
-$4.1M
34,733
-21%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$4.1M
74,093
-24%
增持
CRM
SALESFORCE INC
-$3.8M
49,280
+0%
减持
IQV
IQVIA HLDGS INC
-$3.8M
32,107
-22%
建仓
—
ASTRAZENECA PLC
+$3.6M
18,442
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$3.5M
30,067
-32%
清仓
—
ASTRAZENECA PLC
-$3.5M
0
-100%
减持
AAPL
APPLE INC
-$3.5M
110,979
-5%
增持
FBND
FIDELITY MERRIMACK STR TR
+$3.3M
79,992
+932%
减持
SPGI
S&P GLOBAL INC
-$3.3M
915
-87%
减持
RSG
REPUBLIC SVCS INC
-$3.3M
61,498
-22%
减持
V
VISA INC
-$3.2M
29,025
-15%
减持
FICO
FAIR ISAAC CORP
-$3.2M
2,418
-29%
减持
—
AON PLC
-$2.8M
12,928
-34%
增持
—
ICON PLC
-$2.7M
50,201
+10%
减持
PH
PARKER-HANNIFIN CORP
-$2.6M
8,291
-27%
增持
FCN
FTI CONSULTING INC
+$2.6M
37,144
+59%
增持
FISV
FISERV INC
+$2.6M
100,047
+124%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$2.5M
83,825
-30%
增持
CI
THE CIGNA GROUP
+$2.5M
23,535
+72%
增持
ROP
ROPER TECHNOLOGIES INC
+$2.5M
17,496
+111%
增持
INTU
INTUIT
-$2.5M
11,940
+3%
减持
SSNC
SS&C TECH HLDGS
-$2.5M
81,114
-11%
减持
LDOS
LEIDOS HOLDINGS INC
-$2.5M
40,649
-16%
减持
IDXX
IDEXX LABS INC
-$2.4M
5,286
-34%
减持
CACI
CACI INTL INC
-$2.4M
12,005
-29%
减持
CPRT
COPART INC
-$2.4M
109,179
-29%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.4M
31,941
+1032%
减持
CVCO
CAVCO INDS INC DEL
-$2.3M
2,988
-53%
减持
CTAS
CINTAS CORP
-$2.2M
19,395
-34%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$2.2M
32,159
-3%
减持
CW
CURTISS WRIGHT CORP
-$2.2M
11,897
-36%
减持
—
NVENT ELEC PLC
-$2.1M
69,004
-32%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$2.0M
43,989
-35%
增持
SAIA
SAIA INC
+$2.0M
19,040
+33%
减持
PAYC
PAYCOM SOFTWARE INC
-$2.0M
18,700
-29%
减持
—
STERIS PLC
-$1.9M
26,510
-14%
增持
IEMG
ISHARES INC
+$1.8M
242,992
+8%
增持
—
ALCON AG
+$1.8M
82,187
+47%
减持
ABT
ABBOTT LABORATORIES
-$1.8M
11,795
-50%
建仓
SPMB
SPDR SERIES TRUST
+$1.7M
76,687
建仓
XTEN
BONDBLOXX ETF TRUST
+$1.7M
36,978
减持
AMZN
AMAZON COM INC
-$1.6M
50,641
-4%
减持
NVR
NVR INC
-$1.6M
324
-36%
减持
RBA
RB GLOBAL INC
-$1.6M
66,966
-14%
减持
—
AMDOCS LTD
-$1.5M
76,675
-6%
减持
AJG
GALLAGHER ARTHUR J & CO
-$1.5M
29,959
-3%
减持
EME
EMCOR GROUP INC
-$1.5M
10,913
-30%
减持
GD
GENERAL DYNAMICS CORP
-$1.5M
20,397
-19%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.5M
25,053
-2%
建仓
GOVT
ISHARES TR
+$1.5M
64,857
减持
ISRG
INTUITIVE SURGICAL INC
-$1.5M
5,812
-20%
增持
—
EXXON MOBIL CORP
+$1.4M
28,149
+1%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$1.4M
0
-100%
减持
TDG
TRANSDIGM GROUP INC
-$1.3M
1,937
-27%
减持
TJX
TJX COS INC NEW
-$1.3M
51,443
-17%
减持
AME
AMETEK INC
-$1.3M
34,086
-18%
减持
RMD
RESMED INC
-$1.3M
27,242
-11%
减持
FELE
FRANKLIN ELEC INC
-$1.2M
67,689
-13%
增持
—
ACCENTURE PLC IRELAND
-$1.2M
24,870
+8%
减持
TSCO
TRACTOR SUPPLY CO
-$1.2M
122,944
-10%
增持
KDP
KEURIG DR PEPPER INC
+$1.2M
69,699
+187%
减持
KKR
KKR & CO INC
-$1.1M
5,493
-57%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.1M
8,083
-18%
减持
J
JACOBS SOLUTIONS INC
-$1.1M
47,945
-11%
增持
RIO
RIO TINTO PLC
+$1.1M
14,558
+298%
清仓
RELX
RELX PLC
-$1.0M
0
-100%
清仓
ARGX
ARGENX SE
-$1.0M
0
-100%
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$1.0M
21,241
清仓
ACWX
ISHARES TR
-$1.0M
0
-100%
减持
PRI
PRIMERICA INC
-$978.3K
25,903
-10%
增持
TCAF
T ROWE PRICE ETF INC
+$968.8K
52,997
+121%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$953.3K
4,424
-18%
增持
WAT
WATERS CORP
+$934.5K
4,481
+326%
清仓
—
CHECK POINT SOFTWARE TECH LT
-$924.3K
0
-100%
减持
SAP
SAP SE
-$918.2K
5,384
-29%
减持
ITT
ITT INC
-$911.7K
41,071
-18%
减持
TXRH
TEXAS ROADHOUSE INC
-$911.1K
38,446
-12%
建仓
—
ASCENDIS PHARMA A/S
+$900.7K
3,938
减持
—
WILLIS TOWERS WATSON PLC LTD
-$866.5K
1,700
-59%
减持
SE
SEA LTD
-$818.8K
8,292
-30%
建仓
HFSI
HARTFORD FDS EXCHANGE TRADED
+$818.7K
23,579
清仓
CLS
CELESTICA INC
-$807.3K
0
-100%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$786.7K
8,825
-8%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$776.5K
0
-100%
增持
ORCL
ORACLE CORP
-$765.5K
50,036
+20%
增持
BAI
BLACKROCK ETF TRUST
+$757.8K
193,806
+15%
清仓
—
FERRARI N V
-$756.5K
0
-100%
增持
BRO
BROWN & BROWN INC
-$752.4K
86,972
+8%
减持
VUG
VANGUARD INDEX FDS
-$737.7K
3,861
-22%
增持
GSK
GSK PLC
+$726.8K
53,330
+18%
建仓
APGE
APOGEE THERAPEUTICS INC
+$693.8K
8,243
减持
IR
INGERSOLL RAND INC
-$682.5K
91,663
-10%
清仓
—
LINDE PLC
-$669.9K
0
-100%
清仓
SHOP
SHOPIFY INC
-$660.6K
0
-100%
清仓
APH
AMPHENOL CORP NEW
-$651.2K
0
-100%
减持
NWG
NATWEST GROUP PLC
-$635.4K
69,442
-27%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$632.5K
10,508
-2%
清仓
MCK
MCKESSON CORP
-$608.7K
0
-100%
增持
CNP
CENTERPOINT ENERGY INC
+$598.7K
59,527
+16%
减持
SONY
SONY GROUP CORP
-$593.6K
72,156
-12%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$588.7K
171,396
-0%
减持
UNP
UNION PAC CORP
-$581.5K
27,860
-12%
建仓
VXUS
VANGUARD STAR FDS
+$574.5K
7,450
减持
CASY
CASEYS GEN STORES INC
-$565.5K
8,359
-31%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$545.9K
1,650
建仓
COP
CONOCOPHILLIPS
+$540.6K
4,095
减持
APD
AIR PRODUCTS AND CHEMICALS I
+$539.4K
27,652
-9%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$531.7K
10,959
+5%
减持
ETR
ENTERGY CORP NEW
-$530.0K
21,785
-32%
建仓
—
PROSHARES TR II
+$528.3K
63,500
减持
FAST
FASTENAL CO
+$516.6K
84,143
-0%
增持
NI
NISOURCE INC
+$511.5K
49,988
+15%
建仓
—
SPOTIFY TECHNOLOGY S A
+$509.6K
1,051
减持
GOOGL
ALPHABET INC
-$500.9K
17,586
-1%
增持
AVGO
BROADCOM INC
+$496.9K
9,066
+36%
增持
VZ
VERIZON COMMUNICATIONS INC
+$487.7K
49,288
+1%
建仓
IX
ORIX CORP
+$483.6K
16,124
建仓
ERAS
ERASCA INC
+$483.4K
29,879
建仓
SCHZ
SCHWAB STRATEGIC TR
+$467.3K
20,124
增持
WFC
WELLS FARGO & CO
-$463.7K
37,579
+1%
增持
FDS
FACTSET RESH SYS INC
+$461.8K
23,924
+47%
清仓
UITB
VICTORY PORTFOLIOS II
-$444.1K
0
-100%
建仓
USFD
US FOODS HLDG CORP
+$443.8K
4,813
建仓
EFX
EQUIFAX INC
+$443.5K
2,463
减持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$431.9K
190,195
-3%
清仓
FTV
FORTIVE CORP
-$409.4K
0
-100%
减持
CSL
CARLISLE COS INC
-$405.7K
18,836
-10%
清仓
LMT
LOCKHEED MARTIN CORP
-$400.5K
0
-100%
