Marks Group Wealth Management, Inc
MINNETONKA MN · SEC CIK 0001802473
$11.48亿2026Q2 申报市值
350持仓数
30.3%前十大占比 · 第一大 8.6%
30 / 23新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPYM 加仓+$7,434.18万
IVW 加仓+$1,914.61万
EFG 加仓+$1,700.01万
BAI 加仓+$1,690.53万
IDHQ 新建仓+$1,410.16万
2026Q2 卖出最多 按季末市值估算
EFV 减仓-$1,371.71万
XLV 减仓-$710.80万
UNP 减仓-$687.21万
UNH 减仓-$667.18万
BDX 减仓-$605.37万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $9,834.85万 | 8.57% | 1,119,123 | 845,947 | 309.7% | $7,434.18万 | 加仓 |
| IVW | ISHARES TR | $3,863.18万 | 3.37% | 280,897 | 139,214 | 98.3% | $1,914.61万 | 加仓 |
| EFG | ISHARES TR | $3,694.28万 | 3.22% | 296,920 | 136,635 | 85.2% | $1,700.01万 | 加仓 |
| AAPL | APPLE INC | $3,011.92万 | 2.62% | 104,089 | -6,890 | -6.2% | -$199.37万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $2,966.65万 | 2.58% | 582,267 | 233,087 | 66.8% | $1,187.58万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $2,712.27万 | 2.36% | 514,468 | 320,662 | 165.5% | $1,690.53万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,475.76万 | 2.16% | 364,029 | 124,602 | 52.0% | $847.42万 | 加仓 |
| GOOG | ALPHABET INC | $2,225.70万 | 1.94% | 62,992 | -14,800 | -19.0% | -$522.93万 | 减仓 |
| EFV | ISHARES TR | $2,045.96万 | 1.78% | 267,272 | -179,192 | -40.1% | -$1,371.71万 | 减仓 |
| IEMG | ISHARES INC | $1,966.46万 | 1.71% | 237,380 | -5,612 | -2.3% | -$46.49万 | 减仓 |
| FDMO | FIDELITY COVINGTON TRUST | $1,699.71万 | 1.48% | 172,437 | 87,317 | 102.6% | $860.68万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,625.46万 | 1.42% | 224,884 | 17,130 | 8.2% | $123.82万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $1,410.16万 | 1.23% | 322,617 | 322,617 | — | $1,410.16万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $1,320.47万 | 1.15% | 262,154 | 146,335 | 126.3% | $737.09万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,302.25万 | 1.13% | 65,083 | -8,982 | -12.1% | -$179.72万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $1,299.15万 | 1.13% | 354,960 | 354,960 | — | $1,299.15万 | 新建仓 |
| ECOW | PACER FDS TR | $1,278.06万 | 1.11% | 481,889 | 117,259 | 32.2% | $310.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,265.31万 | 1.10% | 33,921 | -4,144 | -10.9% | -$154.58万 | 减仓 |
| META | META PLATFORMS INC | $1,151.33万 | 1.00% | 20,439 | -1,156 | -5.4% | -$65.12万 | 减仓 |
| AMZN | AMAZON COM INC | $1,129.78万 | 0.98% | 47,402 | -3,239 | -6.4% | -$77.20万 | 减仓 |
| SHLD | GLOBAL X FDS | $1,117.08万 | 0.97% | 187,085 | 187,085 | — | $1,117.08万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $989.96万 | 0.86% | 23,818 | -16,052 | -40.3% | -$667.18万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $976.11万 | 0.85% | 14,212 | 53 | 0.4% | $3.64万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $864.06万 | 0.75% | 40,551 | -20,947 | -34.1% | -$446.34万 | 减仓 |
| GE | GE AEROSPACE | $840.22万 | 0.73% | 22,482 | -12,624 | -36.0% | -$471.80万 | 减仓 |
| NVT | NVENT ELEC PLC | $830.95万 | 0.72% | 48,992 | -20,012 | -29.0% | -$339.42万 | 减仓 |
| V | VISA INC | $811.68万 | 0.71% | 23,658 | -5,367 | -18.5% | -$184.14万 | 减仓 |
| SYK | STRYKER CORPORATION | $787.04万 | 0.69% | 24,998 | -9,735 | -28.0% | -$306.50万 | 减仓 |
| GOOGL | ALPHABET INC | $755.73万 | 0.66% | 21,147 | 3,561 | 20.2% | $127.26万 | 加仓 |
| GWW | WW GRAINGER INC | $704.45万 | 0.61% | 5,178 | -1,822 | -26.0% | -$247.88万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $703.28万 | 0.61% | 9,281 | -2,616 | -22.0% | -$198.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $702.55万 | 0.61% | 21,463 | 669 | 3.2% | $21.90万 | 加仓 |
| ETN | EATON CORP PLC | $682.47万 | 0.59% | 16,016 | -5,240 | -24.7% | -$223.29万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $678.31万 | 0.59% | 55,098 | -18,995 | -25.6% | -$233.85万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $675.20万 | 0.59% | 170,635 | -761 | -0.4% | -$3.01万 | 减仓 |
| EME | EMCOR GROUP INC | $675.19万 | 0.59% | 8,136 | -2,777 | -25.4% | -$230.46万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $656.72万 | 0.57% | 8,794 | -31 | -0.4% | -$2.32万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $656.15万 | 0.57% | 68,002 | 36,061 | 112.9% | $347.95万 | 加仓 |
| AME | AMETEK INC | $640.97万 | 0.56% | 26,493 | -7,593 | -22.3% | -$183.71万 | 减仓 |
| RBA | RB GLOBAL INC | $637.72万 | 0.56% | 54,763 | -12,203 | -18.2% | -$142.10万 | 减仓 |
| TJX | TJX COS INC NEW | $630.38万 | 0.55% | 41,609 | -9,834 | -19.1% | -$148.99万 | 减仓 |
| ITT | ITT INC | $627.41万 | 0.55% | 31,726 | -9,345 | -22.8% | -$184.81万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $611.68万 | 0.53% | 9,172 | -2,555 | -21.8% | -$170.39万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $595.57万 | 0.52% | 30,822 | -7,624 | -19.8% | -$147.32万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $583.91万 | 0.51% | 25,435 | -4,524 | -15.1% | -$103.86万 | 减仓 |
| — | WISDOMTREE TR | $555.50万 | 0.48% | 204,303 | -57,005 | -21.8% | -$155.00万 | 减仓 |
| IR | INGERSOLL RAND INC | $553.01万 | 0.48% | 67,449 | -24,214 | -26.4% | -$198.53万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $551.09万 | 0.48% | 15,557 | -4,840 | -23.7% | -$171.45万 | 减仓 |
| PRI | PRIMERICA INC | $543.93万 | 0.47% | 19,139 | -6,764 | -26.1% | -$192.23万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $532.00万 | 0.46% | 74,666 | -5,679 | -7.1% | -$40.46万 | 减仓 |
| DCI | DONALDSON INC | $527.78万 | 0.46% | 58,792 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $526.93万 | 0.46% | 4,565 | 262 | 6.1% | $30.24万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $526.07万 | 0.46% | 6,619 | -1,740 | -20.8% | -$138.29万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $517.93万 | 0.45% | 17,666 | -9,986 | -36.1% | -$292.77万 | 减仓 |
| CSL | CARLISLE COS INC | $516.70万 | 0.45% | 14,244 | -4,592 | -24.4% | -$166.57万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $496.09万 | 0.43% | 24,081 | -10,955 | -31.3% | -$225.68万 | 减仓 |
| SAIA | SAIA INC | $490.40万 | 0.43% | 11,644 | -7,396 | -38.8% | -$311.49万 | 减仓 |
| ORCL | ORACLE CORP | $487.70万 | 0.42% | 33,279 | -16,757 | -33.5% | -$245.57万 | 减仓 |
| CACI | CACI INTL INC | $471.74万 | 0.41% | 10,183 | -1,822 | -15.2% | -$84.41万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $469.19万 | 0.41% | 9,825 | -1,134 | -10.3% | -$54.15万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $457.22万 | 0.40% | 10,597 | -3,396 | -24.3% | -$146.52万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $449.84万 | 0.39% | 4,599 | -3,692 | -44.5% | -$361.12万 | 减仓 |
| FELE | FRANKLIN ELEC INC | $433.92万 | 0.38% | 40,481 | -27,208 | -40.2% | -$291.64万 | 减仓 |
| IQV | IQVIA HLDGS INC | $426.94万 | 0.37% | 22,096 | -10,011 | -31.2% | -$193.43万 | 减仓 |
| BRO | BROWN & BROWN INC | $424.73万 | 0.37% | 66,209 | -20,763 | -23.9% | -$133.19万 | 减仓 |
| WSO | WATSCO INC | $408.52万 | 0.36% | 9,803 | -6,401 | -39.5% | -$266.75万 | 减仓 |
| GGG | GRACO INC | $407.12万 | 0.35% | 53,845 | -29,196 | -35.2% | -$220.75万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $404.19万 | 0.35% | 40,708 | -23,214 | -36.3% | -$230.49万 | 减仓 |
| CI | THE CIGNA GROUP | $401.56万 | 0.35% | 14,566 | -8,969 | -38.1% | -$247.26万 | 减仓 |
| FAST | FASTENAL CO | $400.26万 | 0.35% | 83,336 | -807 | -1.0% | -$3.88万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $398.71万 | 0.35% | 23,922 | -10,294 | -30.1% | -$171.57万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $392.21万 | 0.34% | 31,128 | -16,817 | -35.1% | -$211.89万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $390.60万 | 0.34% | 14,837 | 14,837 | — | $390.60万 | 新建仓 |
| CRM | SALESFORCE INC | $390.15万 | 0.34% | 24,904 | -24,376 | -49.5% | -$381.87万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $388.03万 | 0.34% | 11,467 | -6,029 | -34.5% | -$204.02万 | 减仓 |
| — | EXXON MOBIL CORP | $382.91万 | 0.33% | 28,007 | -142 | -0.5% | -$1.94万 | 减仓 |
| AVGO | BROADCOM INC | $369.14万 | 0.32% | 9,772 | 706 | 7.8% | $26.67万 | 加仓 |
| ACM | AECOM | $363.95万 | 0.32% | 52,142 | 52,142 | — | $363.95万 | 新建仓 |
| ALC | ALCON AG | $362.45万 | 0.32% | 54,017 | -28,170 | -34.3% | -$189.02万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $358.69万 | 0.31% | 15,590 | -8,334 | -34.8% | -$191.75万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $356.53万 | 0.31% | 15,920 | -9,133 | -36.5% | -$204.53万 | 减仓 |
| STE | STERIS PLC | $356.18万 | 0.31% | 16,915 | -9,595 | -36.2% | -$202.04万 | 减仓 |
| QUAL | ISHARES TR | $355.89万 | 0.31% | 16,219 | -513 | -3.1% | -$11.26万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $354.18万 | 0.31% | 77,859 | -2,133 | -2.7% | -$9.70万 | 减仓 |
| FCN | FTI CONSULTING INC | $349.00万 | 0.30% | 23,421 | -13,723 | -36.9% | -$204.49万 | 减仓 |
| ENB | ENBRIDGE INC | $345.78万 | 0.30% | 63,786 | -2 | -0.0% | -$108 | 减仓 |
| NOW | SERVICENOW INC | $339.95万 | 0.30% | 34,242 | 34,242 | — | $339.95万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $339.37万 | 0.30% | 5,842 | -4,257 | -42.2% | -$247.29万 | 减仓 |
| ASML | ASML HLDG NV | $336.02万 | 0.29% | 1,689 | -818 | -32.6% | -$162.74万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $334.08万 | 0.29% | 26,847 | 1,977 | 7.9% | $24.60万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $329.64万 | 0.29% | 77,236 | 74,005 | 2,290.5% | $315.85万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $327.07万 | 0.28% | 52,711 | -28,403 | -35.0% | -$176.24万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $325.85万 | 0.28% | 103,085 | -19,859 | -16.2% | -$62.77万 | 减仓 |
| WFC | WELLS FARGO & CO | $319.65万 | 0.28% | 38,680 | 1,101 | 2.9% | $9.10万 | 加仓 |
| FISV | FISERV INC | $316.90万 | 0.28% | 64,607 | -35,440 | -35.4% | -$173.83万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $314.38万 | 0.27% | 22,956 | -9,203 | -28.6% | -$126.04万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $313.04万 | 0.27% | 6,256 | -1,827 | -22.6% | -$91.42万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $312.35万 | 0.27% | 32,496 | -11,493 | -26.1% | -$110.47万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $310.52万 | 0.27% | 6,046 | 1,267 | 26.5% | $65.07万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $308.52万 | 0.27% | 10,971 | 463 | 4.4% | $13.02万 | 加仓 |