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 |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | $41.78万 | 0.04% | 1,270 | 29 | 2.3% | $9,540 | 加仓 |
| CSCO | CISCO SYS INC | $41.96万 | 0.04% | 5,408 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $42.49万 | 0.04% | 4,319 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $44.35万 | 0.04% | 2,463 | 2,463 | — | $44.35万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $44.38万 | 0.04% | 4,813 | 4,813 | — | $44.38万 | 新建仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $44.77万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $44.83万 | 0.04% | 4,037 | -15 | -0.4% | -$1,666 | 减仓 |
| MELI | MERCADOLIBRE INC | $45.30万 | 0.04% | 262 | 4 | 1.6% | $6,916 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $46.06万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $46.73万 | 0.05% | 20,124 | 20,124 | — | $46.73万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $46.80万 | 0.05% | 795 | -10 | -1.2% | -$5,887 | 减仓 |
| PEP | PEPSICO INC | $47.75万 | 0.05% | 3,075 | -60 | -1.9% | -$9,317 | 减仓 |
| IWF | ISHARES TR | $47.88万 | 0.05% | 1,123 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $47.94万 | 0.05% | 3,193 | 1,786 | 126.9% | $26.82万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $48.10万 | 0.05% | 3,330 | 42 | 1.3% | $6,066 | 加仓 |
| ERAS | ERASCA INC | $48.34万 | 0.05% | 29,879 | 29,879 | — | $48.34万 | 新建仓 |
| IX | ORIX CORP | $48.36万 | 0.05% | 16,124 | 16,124 | — | $48.36万 | 新建仓 |
| GLD | SPDR GOLD TR | $49.10万 | 0.05% | 1,141 | -300 | -20.8% | -$12.91万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $49.42万 | 0.05% | 1,700 | -2,441 | -58.9% | -$70.96万 | 减仓 |
| KKR | KKR & CO INC | $50.81万 | 0.05% | 5,493 | -7,338 | -57.2% | -$67.88万 | 减仓 |
| TSLA | TESLA INC | $50.82万 | 0.05% | 1,367 | -145 | -9.6% | -$5.39万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $50.96万 | 0.05% | 1,051 | 1,051 | — | $50.96万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $51.57万 | 0.05% | 374 | 13 | 3.6% | $1.79万 | 加仓 |
| — | PROSHARES TR II | $52.83万 | 0.05% | 63,500 | 63,500 | — | $52.83万 | 新建仓 |
| — | AMPLIFY ETF TR | $53.46万 | 0.05% | 8,090 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $53.63万 | 0.05% | 14,409 | 837 | 6.2% | $3.12万 | 加仓 |
| COP | CONOCOPHILLIPS | $54.06万 | 0.05% | 4,095 | 4,095 | — | $54.06万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $54.59万 | 0.05% | 1,650 | 1,650 | — | $54.59万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $55.34万 | 0.05% | 2,675 | 596 | 28.7% | $12.33万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $57.45万 | 0.06% | 7,450 | 7,450 | — | $57.45万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $58.80万 | 0.06% | 3,556 | 2,229 | 168.0% | $36.86万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $59.93万 | 0.06% | 1,868 | 1,228 | 191.9% | $39.40万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $61.58万 | 0.06% | 4,038 | 221 | 5.8% | $3.37万 | 加仓 |
| XEL | XCEL ENERGY INC | $61.63万 | 0.06% | 7,758 | 538 | 7.5% | $4.27万 | 加仓 |
| HEI/A | HEICO CORP NEW | $61.87万 | 0.06% | 2,931 | -246 | -7.7% | -$5.19万 | 减仓 |
| WDAY | WORKDAY INC | $62.76万 | 0.06% | 4,831 | 2,177 | 82.0% | $28.28万 | 加仓 |
| BSY | BENTLEY SYS INC | $63.37万 | 0.06% | 18,044 | 9,046 | 100.5% | $31.77万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $63.73万 | 0.06% | 6,904 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $64.33万 | 0.06% | 6,068 | -316 | -4.9% | -$3.35万 | 减仓 |
| SUSA | ISHARES TR | $64.44万 | 0.06% | 4,878 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $64.75万 | 0.06% | 4,458 | -975 | -17.9% | -$14.16万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $65.75万 | 0.06% | 21,558 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC | $65.86万 | 0.06% | 11,830 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC | $66.24万 | 0.06% | 11,461 | -626 | -5.2% | -$3.62万 | 减仓 |
| VMC | VULCAN MATLS CO | $66.74万 | 0.06% | 2,451 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $67.38万 | 0.06% | 352 | 55 | 18.5% | $10.53万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $68.36万 | 0.07% | 4,435 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $68.67万 | 0.07% | 8,292 | -3,509 | -29.7% | -$29.06万 | 减仓 |
| PRLB | PROTO LABS INC | $68.72万 | 0.07% | 12,052 | 0 | 0.0% | — | 不变 |
| — | APOGEE THERAPEUTICS INC | $69.38万 | 0.07% | 8,243 | 8,243 | — | $69.38万 | 新建仓 |
| SHEL | SHELL PLC | $69.90万 | 0.07% | 7,516 | 1,357 | 22.0% | $12.62万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $70.96万 | 0.07% | 1,532 | -91 | -5.6% | -$4.22万 | 减仓 |
| QQQ | INVESCO QQQ TR | $77.98万 | 0.08% | 1,351 | -267 | -16.5% | -$15.41万 | 减仓 |
| BN | BROOKFIELD CORP | $78.45万 | 0.08% | 19,385 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $78.90万 | 0.08% | 8,186 | 2,500 | 44.0% | $24.10万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $79.31万 | 0.08% | 937 | 2 | 0.2% | $1,693 | 加仓 |
| DHR | DANAHER CORP DEL | $81.47万 | 0.08% | 4,297 | 1,689 | 64.8% | $32.02万 | 加仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $81.87万 | 0.08% | 23,579 | 23,579 | — | $81.87万 | 新建仓 |
| ATRC | ATRICURE INC | $82.66万 | 0.08% | 28,973 | 0 | 0.0% | — | 不变 |
| — | PGIM HIGH YIELD BOND FUND IN | $86.76万 | 0.08% | 65,929 | -6,796 | -9.3% | -$8.94万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $88.78万 | 0.09% | 3,632 | -100 | -2.7% | -$2.44万 | 减仓 |
| CBRE | CBRE GROUP INC | $89.47万 | 0.09% | 6,605 | 207 | 3.2% | $2.80万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $90.07万 | 0.09% | 3,938 | 3,938 | — | $90.07万 | 新建仓 |
| BTZ | BLACKROCK CR ALLOCATION | $90.17万 | 0.09% | 89,273 | -8,565 | -8.8% | -$8.65万 | 减仓 |
| SAP | SAP SE | $92.18万 | 0.09% | 5,384 | -2,191 | -28.9% | -$37.51万 | 减仓 |
| TGT | TARGET CORP | $93.41万 | 0.09% | 7,707 | 1,552 | 25.2% | $18.81万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $95.55万 | 0.09% | 19,609 | -10,619 | -35.1% | -$51.75万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $95.80万 | 0.09% | 20,076 | -989 | -4.7% | -$4.72万 | 减仓 |
| GEV | GE VERNOVA INC | $96.28万 | 0.09% | 1,103 | 3 | 0.3% | $2,619 | 加仓 |
| PPL | PPL CORP | $96.45万 | 0.09% | 25,249 | -9,509 | -27.4% | -$36.32万 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $96.58万 | 0.09% | 113,360 | -9,532 | -7.8% | -$8.12万 | 减仓 |
| IJR | ISHARES TR | $97.74万 | 0.09% | 7,863 | 0 | 0.0% | — | 不变 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $101.57万 | 0.10% | 21,241 | 21,241 | — | $101.57万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $103.47万 | 0.10% | 69,442 | -25,994 | -27.2% | -$38.73万 | 减仓 |
| IVV | ISHARES TR | $104.37万 | 0.10% | 1,598 | -411 | -20.5% | -$26.84万 | 减仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $105.59万 | 0.10% | 162,945 | -13,495 | -7.6% | -$8.74万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $108.37万 | 0.10% | 1,088 | 30 | 2.8% | $2.99万 | 加仓 |
| CYTK | CYTOKINETICS INC | $110.96万 | 0.11% | 16,835 | 2,269 | 15.6% | $14.95万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $112.05万 | 0.11% | 3,685 | -250 | -6.4% | -$7.60万 | 减仓 |
| YUM | YUM BRANDS INC | $113.77万 | 0.11% | 7,317 | -289 | -3.8% | -$4.49万 | 减仓 |
| ES | EVERSOURCE ENERGY | $114.42万 | 0.11% | 16,516 | 133 | 0.8% | $9,214 | 加仓 |
| BRW | SABA CAPITAL INCOME & OPRNT | $116.46万 | 0.11% | 172,790 | -12,846 | -6.9% | -$8.66万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $118.10万 | 0.11% | 48,641 | -664 | -1.3% | -$1.61万 | 减仓 |
| — | RIVERNORTH OPPORTUNITIES FD | $119.73万 | 0.12% | 107,869 | -7,530 | -6.5% | -$8.36万 | 减仓 |
| — | PIMCO HIGH INCOME FD | $121.05万 | 0.12% | 261,440 | -19,229 | -6.9% | -$8.90万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $121.10万 | 0.12% | 11,795 | -11,969 | -50.4% | -$122.89万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $125.53万 | 0.12% | 6,398 | -774 | -10.8% | -$15.19万 | 减仓 |
| UL | UNILEVER PLC | $126.10万 | 0.12% | 22,135 | -1,742 | -7.3% | -$9.92万 | 减仓 |
| AEE | AMEREN CORP | $126.28万 | 0.12% | 11,488 | -3,894 | -25.3% | -$42.80万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $127.01万 | 0.12% | 2,858 | -10 | -0.3% | -$4,444 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $127.52万 | 0.12% | 227,710 | -17,128 | -7.0% | -$9.59万 | 减仓 |
| SAN | BANCO SANTANDER SA | $128.01万 | 0.12% | 113,486 | -17,171 | -13.1% | -$19.37万 | 减仓 |
| SYY | SYSCO CORP | $129.31万 | 0.12% | 18,129 | -4 | -0.0% | -$285 | 减仓 |
| WAT | WATERS CORP | $133.44万 | 0.13% | 4,481 | 3,428 | 325.5% | $102.09万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $135.02万 | 0.13% | 79,565 | -108 | -0.1% | -$1,833 | 减仓 |
| RIO | RIO TINTO PLC | $135.81万 | 0.13% | 14,558 | 10,904 | 298.4% | $101.72万 | 加仓 |
| CVCO | CAVCO INDS INC DEL | $144.71万 | 0.14% | 2,988 | -3,390 | -53.2% | -$164.17万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $145.37万 | 0.14% | 4,303 | 494 | 13.0% | $16.69万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $145.73万 | 0.14% | 85,175 | -4,809 | -5.3% | -$8.23万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $146.80万 | 0.14% | 27,160 | 0 | 0.0% | — | 不变 |