Marks Group Wealth Management, Inc
MINNETONKA MN · SEC CIK 0001802473
$10.37亿2026Q1 申报市值
337持仓数
19.2%前十大占比 · 第一大 3.2%
31 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPYM 加仓+$2,008.53万
PVAL 加仓+$1,519.53万
IVW 加仓+$1,292.82万
DYNF 加仓+$1,284.72万
JQUA 加仓+$1,207.21万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$963.30万
MSCI 减仓-$494.43万
CW 减仓-$459.87万
RSG 减仓-$383.99万
NVT 减仓-$377.48万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MCO | MOODYS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -18,894 | -100.0% | -$347.38万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -7,145 | -100.0% | -$136.87万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -25,971 | -100.0% | -$104.97万 | 清仓 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -1,219 | -100.0% | -$102.51万 | 清仓 |
| ACWX | ISHARES TR | $0 | 0.00% | 0 | -15,045 | -100.0% | -$101.00万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -4,981 | -100.0% | -$92.43万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -13,099 | -100.0% | -$77.65万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -2,047 | -100.0% | -$75.65万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -1,571 | -100.0% | -$66.99万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -4,104 | -100.0% | -$66.06万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | -4,819 | -100.0% | -$65.12万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -742 | -100.0% | -$60.87万 | 清仓 |
| UITB | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -9,379 | -100.0% | -$44.41万 | 清仓 |
| FTV | FORTIVE CORP | $0 | 0.00% | 0 | -7,416 | -100.0% | -$40.94万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | -1,985 | -100.0% | -$29.58万 | 清仓 |
| ZLAB | ZAI LAB LTD | $0 | 0.00% | 0 | -16,278 | -100.0% | -$28.71万 | 清仓 |
| NTES | NETEASE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -1,522 | -100.0% | -$24.60万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -988 | -100.0% | -$21.21万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,141 | -100.0% | -$20.22万 | 清仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $0 | 0.00% | 0 | -10,494 | -100.0% | -$7.68万 | 清仓 |
| — | SLEEP NUMBER CORP | $2.69万 | 0.00% | 15,000 | 5,000 | 50.0% | $8,975 | 加仓 |
| OBE | OBSIDIAN ENERGY LTD | $9.47万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $9.93万 | 0.01% | 16,556 | 1,419 | 9.4% | $8,514 | 加仓 |
| FTRE | FORTREA HLDGS INC | $14.13万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $20.20万 | 0.02% | 545 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $20.24万 | 0.02% | 5,710 | 5,710 | — | $20.24万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $20.27万 | 0.02% | 3,231 | 139 | 4.5% | $8,722 | 加仓 |
| H | HYATT HOTELS CORP | $20.56万 | 0.02% | 1,430 | 1,430 | — | $20.56万 | 新建仓 |
| IWB | ISHARES TR | $20.79万 | 0.02% | 583 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $21.08万 | 0.02% | 300 | 300 | — | $21.08万 | 新建仓 |
| EFAV | ISHARES TR | $21.22万 | 0.02% | 2,322 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $21.60万 | 0.02% | 2,110 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $21.69万 | 0.02% | 941 | 941 | — | $21.69万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $22.05万 | 0.02% | 5,465 | -722 | -11.7% | -$2.91万 | 减仓 |
| LEN | LENNAR CORP | $22.60万 | 0.02% | 2,602 | 389 | 17.6% | $3.38万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $22.90万 | 0.02% | 2,693 | 583 | 27.6% | $4.96万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $23.13万 | 0.02% | 2,335 | -75 | -3.1% | -$7,428 | 减仓 |
| C | CITIGROUP INC | $23.34万 | 0.02% | 2,058 | -25 | -1.2% | -$2,835 | 减仓 |
| NFLX | NETFLIX INC. | $23.93万 | 0.02% | 2,489 | -494 | -16.6% | -$4.75万 | 减仓 |
| GLDM | WORLD GOLD TR | $24.55万 | 0.02% | 2,649 | 2,649 | — | $24.55万 | 新建仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $24.58万 | 0.02% | 10,294 | 10,294 | — | $24.58万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $24.68万 | 0.02% | 1,486 | 15 | 1.0% | $2,491 | 加仓 |
| NVS | NOVARTIS AG | $24.71万 | 0.02% | 1,618 | -178 | -9.9% | -$2.72万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $24.89万 | 0.02% | 727 | -64 | -8.1% | -$2.19万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $25.12万 | 0.02% | 1,890 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $25.70万 | 0.02% | 2,289 | 2,289 | — | $25.70万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $26.04万 | 0.03% | 5,275 | 5,275 | — | $26.04万 | 新建仓 |
| NRG | NRG ENERGY INC | $26.41万 | 0.03% | 1,807 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $26.44万 | 0.03% | 5,100 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $26.47万 | 0.03% | 875 | 151 | 20.9% | $4.57万 | 加仓 |
| NICE | NICE LTD | $26.50万 | 0.03% | 2,403 | -21 | -0.9% | -$2,315 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $26.56万 | 0.03% | 812 | -129 | -13.7% | -$4.22万 | 减仓 |
| ENTG | ENTEGRIS INC | $26.63万 | 0.03% | 2,271 | -442 | -16.3% | -$5.18万 | 减仓 |
| SCI | SERVICE CORP INTL | $27.01万 | 0.03% | 3,273 | 461 | 16.4% | $3.80万 | 加仓 |
| MS | MORGAN STANLEY | $27.35万 | 0.03% | 1,662 | 4 | 0.2% | $658 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $27.53万 | 0.03% | 12,708 | -3,439 | -21.3% | -$7.45万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $27.87万 | 0.03% | 2,000 | -1,154 | -36.6% | -$16.08万 | 减仓 |
| BAP | CREDICORP LTD | $27.88万 | 0.03% | 822 | -2 | -0.2% | -$678 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $27.98万 | 0.03% | 4,760 | -353 | -6.9% | -$2.07万 | 减仓 |
| IFRA | ISHARES TR | $28.17万 | 0.03% | 4,924 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $28.22万 | 0.03% | 908 | -300 | -24.8% | -$9.32万 | 减仓 |
| VEEV | VEEVA SYS INC | $28.49万 | 0.03% | 1,622 | -272 | -14.4% | -$4.78万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $28.96万 | 0.03% | 2,520 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $29.13万 | 0.03% | 6,600 | -2,029 | -23.5% | -$8.95万 | 减仓 |
| MFC | MANULIFE FINL CORP | $29.78万 | 0.03% | 8,647 | -102 | -1.2% | -$3,513 | 减仓 |
| MSCI | MSCI INC | $29.91万 | 0.03% | 555 | -9,173 | -94.3% | -$494.43万 | 减仓 |
| MRK | MERCK & CO INC | $30.63万 | 0.03% | 2,546 | 0 | 0.0% | — | 不变 |
| BNTX | BIONTECH SE | $30.70万 | 0.03% | 3,454 | 476 | 16.0% | $4.23万 | 加仓 |
| HLN | HALEON PLC | $30.82万 | 0.03% | 30,787 | -350 | -1.1% | -$3,504 | 减仓 |
| HDB | HDFC BANK LTD | $31.86万 | 0.03% | 12,806 | 8 | 0.1% | $199 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $32.55万 | 0.03% | 1,082 | 289 | 36.4% | $8.69万 | 加仓 |
| ABBV | ABBVIE INC | $32.65万 | 0.03% | 1,501 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $33.25万 | 0.03% | 80,695 | 11,641 | 16.9% | $4.80万 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $33.34万 | 0.03% | 4,003 | 4,003 | — | $33.34万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $33.47万 | 0.03% | 1,700 | 0 | 0.0% | — | 不变 |
| APOG | APOGEE ENTERPRISES INC | $33.54万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $34.02万 | 0.03% | 5,554 | -328 | -5.6% | -$2.01万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $34.48万 | 0.03% | 3,669 | -50 | -1.3% | -$4,699 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $34.71万 | 0.03% | 10,844 | 1,104 | 11.3% | $3.53万 | 加仓 |
| RUNN | STRATEGIC TRUST | $34.95万 | 0.03% | 10,851 | 1,113 | 11.4% | $3.59万 | 加仓 |
| — | ARCELLX INC | $36.51万 | 0.04% | 3,180 | -1,344 | -29.7% | -$15.43万 | 减仓 |
| BAC | BANK AMERICA CORP | $37.42万 | 0.04% | 7,675 | 650 | 9.3% | $3.17万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $37.65万 | 0.04% | 1,883 | 1,883 | — | $37.65万 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $37.74万 | 0.04% | 9,310 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $37.75万 | 0.04% | 2,324 | 160 | 7.4% | $2.60万 | 加仓 |
| PCVX | VAXCYTE INC | $38.11万 | 0.04% | 6,558 | 6,558 | — | $38.11万 | 新建仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $38.38万 | 0.04% | 6,006 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $38.40万 | 0.04% | 9,406 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $38.92万 | 0.04% | 915 | -6,128 | -87.0% | -$260.65万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $39.53万 | 0.04% | 911 | -66 | -6.8% | -$2.86万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $39.77万 | 0.04% | 10,064 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $40.18万 | 0.04% | 4,544 | 581 | 14.7% | $5.14万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $40.26万 | 0.04% | 8,665 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $40.45万 | 0.04% | 3,255 | -600 | -15.6% | -$7.46万 | 减仓 |