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 |
|---|---|---|---|---|---|---|---|---|
| COP | CONOCOPHILLIPS | $46.81万 | 0.04% | 4,503 | 408 | 10.0% | $4.24万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $47.25万 | 0.04% | 3,694 | -343 | -8.5% | -$4.39万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $47.78万 | 0.04% | 1,700 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $48.79万 | 0.04% | 36,739 | 36,739 | — | $48.79万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $48.84万 | 0.04% | 8,665 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $49.01万 | 0.04% | 1,875 | 175 | 10.3% | $4.57万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $49.24万 | 0.04% | 7,604 | -3,857 | -33.7% | -$24.97万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $49.87万 | 0.04% | 5,415 | -1,489 | -21.6% | -$13.71万 | 减仓 |
| SHEL | SHELL PLC | $49.91万 | 0.04% | 6,437 | -1,079 | -14.4% | -$8.37万 | 减仓 |
| KYMR | KYMERA THERAPEUTICS INC | $50.71万 | 0.04% | 4,422 | 419 | 10.5% | $4.80万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $50.86万 | 0.04% | 882 | 87 | 10.9% | $5.02万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $52.48万 | 0.05% | 3,308 | -44,800 | -93.1% | -$710.80万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $53.43万 | 0.05% | 1,444 | -424 | -22.7% | -$15.69万 | 减仓 |
| USFD | US FOODS HLDG CORP | $54.20万 | 0.05% | 5,301 | 488 | 10.1% | $4.99万 | 加仓 |
| TSLA | TESLA INC | $54.30万 | 0.05% | 1,291 | -76 | -5.6% | -$3.20万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $54.31万 | 0.05% | 1,066 | 238 | 28.7% | $12.13万 | 重新持有 |
| XEL | XCEL ENERGY INC | $54.59万 | 0.05% | 6,798 | -960 | -12.4% | -$7.71万 | 减仓 |
| IWF | ISHARES TR | $55.78万 | 0.05% | 4,492 | 0 | 0.0% | — | 不变 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $57.18万 | 0.05% | 16,263 | -7,316 | -31.0% | -$25.72万 | 减仓 |
| BSY | BENTLEY SYS INC | $58.64万 | 0.05% | 19,620 | 1,576 | 8.7% | $4.71万 | 加仓 |
| ERAS | ERASCA INC | $60.19万 | 0.05% | 32,857 | 2,978 | 10.0% | $5.46万 | 加仓 |
| AUR | AURORA INNOVATION INC | $60.56万 | 0.05% | 88,804 | 8,109 | 10.0% | $5.53万 | 加仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $61.34万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $62.51万 | 0.05% | 31,163 | -40,993 | -56.8% | -$82.23万 | 减仓 |
| MMM | 3M CO | $63.36万 | 0.06% | 3,913 | -545 | -12.2% | -$8.82万 | 减仓 |
| CSCO | CISCO SYS INC | $63.71万 | 0.06% | 5,424 | 16 | 0.3% | $1,879 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $64.18万 | 0.06% | 7,789 | 7,789 | — | $64.18万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $64.25万 | 0.06% | 15,971 | -4,105 | -20.4% | -$16.51万 | 减仓 |
| MKL | MARKEL GROUP INC | $65.04万 | 0.06% | 333 | -19 | -5.4% | -$3.71万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $65.12万 | 0.06% | 28,154 | 8,030 | 39.9% | $18.57万 | 加仓 |
| — | AMPLIFY ETF TR | $65.21万 | 0.06% | 8,090 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $65.70万 | 0.06% | 2,227 | -224 | -9.1% | -$6.61万 | 减仓 |
| SPSC | SPS COMM INC | $67.63万 | 0.06% | 11,830 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $68.16万 | 0.06% | 12,136 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $69.39万 | 0.06% | 7,297 | -11,654 | -61.5% | -$110.82万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $69.44万 | 0.06% | 3,839 | 283 | 8.0% | $5.12万 | 加仓 |
| UNP | UNION PAC CORP | $70.58万 | 0.06% | 2,595 | -25,265 | -90.7% | -$687.21万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $70.69万 | 0.06% | 35,541 | -44,024 | -55.3% | -$87.56万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $71.57万 | 0.06% | 1,907 | 1,907 | — | $71.57万 | 新建仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $72.06万 | 0.06% | 29,989 | 29,989 | — | $72.06万 | 新建仓 |
| GIS | GENERAL MILLS INC | $72.55万 | 0.06% | 20,849 | 6,440 | 44.7% | $22.41万 | 加仓 |
| HEI/A | HEICO CORP NEW | $73.58万 | 0.06% | 2,853 | -78 | -2.7% | -$2.01万 | 减仓 |
| RVTY | REVVITY INC | $73.61万 | 0.06% | 6,616 | 6,616 | — | $73.61万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $74.15万 | 0.06% | 374 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $75.04万 | 0.07% | 21,558 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $75.09万 | 0.07% | 4,101 | 63 | 1.6% | $1.15万 | 加仓 |
| SUSA | ISHARES TR | $75.27万 | 0.07% | 4,878 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $76.29万 | 0.07% | 8,603 | 4,059 | 89.3% | $36.00万 | 加仓 |
| BN | BROOKFIELD CORP | $77.30万 | 0.07% | 18,150 | -1,235 | -6.4% | -$5.26万 | 减仓 |
| MSCI | MSCI INC | $78.24万 | 0.07% | 1,397 | 842 | 151.7% | $47.16万 | 加仓 |
| DIS | DISNEY WALT CO | $78.63万 | 0.07% | 8,169 | -17 | -0.2% | -$1,636 | 减仓 |
| ANET | ARISTA NETWORKS INC | $79.83万 | 0.07% | 4,699 | 4,699 | — | $79.83万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $80.03万 | 0.07% | 1,532 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $81.79万 | 0.07% | 2,717 | 1,067 | 64.7% | $32.12万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $85.94万 | 0.07% | 4,435 | 0 | 0.0% | — | 不变 |
| — | PGIM HIGH YIELD BOND FUND IN | $86.10万 | 0.08% | 65,929 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $87.34万 | 0.08% | 2,895 | 2,895 | — | $87.34万 | 新建仓 |
| RIO | RIO TINTO PLC | $89.56万 | 0.08% | 9,434 | -5,124 | -35.2% | -$48.64万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $89.70万 | 0.08% | 3,532 | -100 | -2.8% | -$2.54万 | 减仓 |
| BTZ | BLACKROCK CR ALLOCATION | $91.24万 | 0.08% | 89,273 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $94.01万 | 0.08% | 6,733 | 133 | 2.0% | $1.86万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $95.02万 | 0.08% | 939 | 2 | 0.2% | $2,024 | 加仓 |
| SAN | BANCO SANTANDER SA | $95.07万 | 0.08% | 68,891 | -44,595 | -39.3% | -$61.54万 | 减仓 |
| ATRC | ATRICURE INC | $96.18万 | 0.08% | 34,374 | 5,401 | 18.6% | $15.11万 | 加仓 |
| CBRE | CBRE GROUP INC | $96.72万 | 0.08% | 7,181 | 576 | 8.7% | $7.76万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $96.80万 | 0.08% | 20,021 | -1,220 | -5.7% | -$5.90万 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $97.04万 | 0.08% | 113,360 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $97.93万 | 0.09% | 7,498 | -209 | -2.7% | -$2.73万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $99.28万 | 0.09% | 1,616 | -1,372 | -45.9% | -$84.29万 | 减仓 |
| QQQ | INVESCO QQQ TR | $101.11万 | 0.09% | 1,373 | 22 | 1.6% | $1.62万 | 加仓 |
| KKR | KKR & CO INC | $101.51万 | 0.09% | 11,060 | 5,567 | 101.3% | $51.09万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $101.81万 | 0.09% | 1,088 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $102.58万 | 0.09% | 2,014 | 2,014 | — | $102.58万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $105.54万 | 0.09% | 2,105 | -2,319 | -52.4% | -$116.27万 | 减仓 |
| DASH | DOORDASH INC | $105.59万 | 0.09% | 5,722 | 2,529 | 79.2% | $46.67万 | 加仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $105.91万 | 0.09% | 162,945 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $106.40万 | 0.09% | 6,419 | 3,744 | 140.0% | $62.06万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $109.78万 | 0.10% | 3,322 | -363 | -9.9% | -$12.00万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $110.23万 | 0.10% | 24,184 | -12,794 | -34.6% | -$58.31万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $110.70万 | 0.10% | 12,200 | 405 | 3.4% | $3.67万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $111.11万 | 0.10% | 28,129 | 8,520 | 43.4% | $33.65万 | 加仓 |
| BRW | SABA CAPITAL INCOME & OPRNT | $113.52万 | 0.10% | 172,790 | 0 | 0.0% | — | 不变 |
| PRLB | PROTO LABS INC | $114.04万 | 0.10% | 13,991 | 1,939 | 16.1% | $15.80万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $115.89万 | 0.10% | 4,345 | 4,345 | — | $115.89万 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $115.95万 | 0.10% | 9,226 | -9,474 | -50.7% | -$119.07万 | 减仓 |
| IJR | ISHARES TR | $116.61万 | 0.10% | 7,863 | 0 | 0.0% | — | 不变 |
| PAGP | PLAINS GP HLDGS L P | $116.84万 | 0.10% | 48,140 | -501 | -1.0% | -$1.22万 | 减仓 |
| NVR | NVR INC | $117.87万 | 0.10% | 173 | -151 | -46.6% | -$102.88万 | 减仓 |
| IVV | ISHARES TR | $119.66万 | 0.10% | 1,598 | 0 | 0.0% | — | 不变 |
| — | APOGEE THERAPEUTICS INC | $120.62万 | 0.11% | 9,088 | 845 | 10.3% | $11.22万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $120.82万 | 0.11% | 13,881 | -13,838 | -49.9% | -$120.45万 | 减仓 |
| ES | EVERSOURCE ENERGY | $121.61万 | 0.11% | 16,827 | 311 | 1.9% | $2.25万 | 加仓 |
| — | PIMCO HIGH INCOME FD | $121.83万 | 0.11% | 261,440 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $121.96万 | 0.11% | 1,264 | 1,264 | — | $121.96万 | 新建仓 |
| — | RIVERNORTH OPPORTUNITIES FD | $125.78万 | 0.11% | 107,869 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $127.47万 | 0.11% | 1,085 | -18 | -1.6% | -$2.11万 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $128.88万 | 0.11% | 227,710 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $128.91万 | 0.11% | 8,064 | 747 | 10.2% | $11.94万 | 加仓 |
| INTU | INTUIT | $129.69万 | 0.11% | 4,969 | -6,971 | -58.4% | -$181.94万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $130.17万 | 0.11% | 4,397 | 3,818 | 659.4% | $113.03万 | 重新持有 |