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 |
|---|---|---|---|---|---|---|---|---|
| AMP | AMERIPRISE FINL INC | $131.11万 | 0.11% | 2,858 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $135.61万 | 0.12% | 6,223 | -175 | -2.7% | -$3.81万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $136.68万 | 0.12% | 19,089 | 19,089 | — | $136.68万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $142.24万 | 0.12% | 85,175 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $143.12万 | 0.12% | 12,661 | 1,173 | 10.2% | $13.26万 | 加仓 |
| GOVT | ISHARES TR | $144.77万 | 0.13% | 63,551 | -1,306 | -2.0% | -$2.98万 | 减仓 |
| PTC | PTC INC | $147.73万 | 0.13% | 13,003 | 1,195 | 10.1% | $13.58万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $151.33万 | 0.13% | 9,702 | -10,569 | -52.1% | -$164.86万 | 减仓 |
| CYTK | CYTOKINETICS INC | $153.55万 | 0.13% | 18,024 | 1,189 | 7.1% | $10.13万 | 加仓 |
| PPL | PPL CORP | $155.11万 | 0.14% | 42,672 | 17,423 | 69.0% | $63.33万 | 加仓 |
| SYY | SYSCO CORP | $155.34万 | 0.14% | 18,586 | 457 | 2.5% | $3.82万 | 加仓 |
| EIX | EDISON INTL | $158.65万 | 0.14% | 21,310 | -270 | -1.3% | -$2.01万 | 减仓 |
| SBUX | STARBUCKS CORP | $159.44万 | 0.14% | 15,602 | -22,824 | -59.4% | -$233.24万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $161.16万 | 0.14% | 39,212 | -13,785 | -26.0% | -$56.66万 | 减仓 |
| EMR | EMERSON ELEC CO | $161.70万 | 0.14% | 11,296 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $162.12万 | 0.14% | 27,160 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $162.20万 | 0.14% | 5,795 | 18 | 0.3% | $5,038 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $162.69万 | 0.14% | 4,091 | -1,721 | -29.6% | -$68.44万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $162.79万 | 0.14% | 55,559 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $164.91万 | 0.14% | 58,499 | -50,680 | -46.4% | -$142.87万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $165.67万 | 0.14% | 74,258 | -2,429 | -3.2% | -$5.42万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $166.36万 | 0.14% | 42,789 | 1,204 | 2.9% | $4.68万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $167.44万 | 0.15% | 1,257 | -680 | -35.1% | -$90.58万 | 减仓 |
| DE | DEERE & CO | $169.69万 | 0.15% | 2,675 | -7 | -0.3% | -$4,441 | 减仓 |
| LLY | ELI LILLY & CO | $173.27万 | 0.15% | 1,445 | -678 | -31.9% | -$81.30万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $173.34万 | 0.15% | 13,694 | -2,430 | -15.1% | -$30.76万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $173.66万 | 0.15% | 14,885 | -15,182 | -50.5% | -$177.13万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $176.67万 | 0.15% | 71,964 | 2,187 | 3.1% | $5.37万 | 加仓 |
| VO | VANGUARD INDEX FDS | $177.59万 | 0.15% | 22,041 | 1 | 0.0% | $81 | 加仓 |
| THFF | FIRST FINANCIAL CORPORATION | $183.41万 | 0.16% | 23,684 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $184.52万 | 0.16% | 4,920 | 439 | 9.8% | $16.46万 | 加仓 |
| RMD | RESMED INC | $186.07万 | 0.16% | 9,548 | -17,694 | -65.0% | -$344.82万 | 减仓 |
| EFX | EQUIFAX INC | $186.91万 | 0.16% | 11,776 | 9,313 | 378.1% | $147.82万 | 加仓 |
| BLK | BLACKROCK INC | $187.70万 | 0.16% | 1,952 | 44 | 2.3% | $4.23万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $188.45万 | 0.16% | 11,521 | 425 | 3.8% | $6.95万 | 加仓 |
| DHR | DANAHER CORP DEL | $189.72万 | 0.17% | 9,960 | 5,663 | 131.8% | $107.87万 | 加仓 |
| IDXX | IDEXX LABS INC | $190.57万 | 0.17% | 3,620 | -1,666 | -31.5% | -$87.70万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $191.96万 | 0.17% | 16,439 | 555 | 3.5% | $6.48万 | 加仓 |
| — | VOYA GLBL ADV & PREM OPP FD | $193.45万 | 0.17% | 195,408 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $198.06万 | 0.17% | 27,448 | 27,448 | — | $198.06万 | 新建仓 |
| IAU | ISHARES GOLD TR | $199.03万 | 0.17% | 26,358 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $199.28万 | 0.17% | 93,121 | 1,406 | 1.5% | $3.01万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $199.56万 | 0.17% | 23,167 | 1 | 0.0% | $86 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $206.93万 | 0.18% | 15,045 | 0 | 0.0% | — | 不变 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $207.69万 | 0.18% | 190,195 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $210.51万 | 0.18% | 49,720 | 432 | 0.9% | $1.83万 | 加仓 |
| ETR | ENTERGY CORP NEW | $212.56万 | 0.19% | 18,506 | -3,279 | -15.1% | -$37.66万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $215.12万 | 0.19% | 219,290 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $222.25万 | 0.19% | 34,623 | 34,623 | — | $222.25万 | 新建仓 |
| CTAS | CINTAS CORP | $224.30万 | 0.20% | 13,188 | -6,207 | -32.0% | -$105.57万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.20% | 3 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $228.56万 | 0.20% | 8,077 | 1,869 | 30.1% | $52.89万 | 加仓 |
| FICO | FAIR ISAAC CORP | $229.64万 | 0.20% | 1,922 | -496 | -20.5% | -$59.26万 | 减仓 |
| AON | AON PLC | $233.48万 | 0.20% | 7,039 | -5,889 | -45.6% | -$195.33万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $233.70万 | 0.20% | 15,443 | -40,003 | -72.1% | -$605.37万 | 减仓 |
| NI | NISOURCE INC | $234.48万 | 0.20% | 49,312 | -676 | -1.4% | -$3.21万 | 减仓 |
| GPC | GENUINE PARTS CO | $237.03万 | 0.21% | 20,091 | 4,882 | 32.1% | $57.60万 | 加仓 |
| AMGN | AMGEN INC | $238.67万 | 0.21% | 6,591 | 83 | 1.3% | $3.01万 | 加仓 |
| TXN | TEXAS INSTRS INC | $238.87万 | 0.21% | 8,014 | -272 | -3.3% | -$8.11万 | 减仓 |
| KO | COCA COLA CO | $245.15万 | 0.21% | 30,165 | 11 | 0.0% | $894 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $251.16万 | 0.22% | 76,738 | 7,039 | 10.1% | $23.04万 | 加仓 |
| CAT | CATERPILLAR INC | $255.58万 | 0.22% | 2,400 | 6 | 0.3% | $6,389 | 加仓 |
| MDT | MEDTRONIC PLC | $258.00万 | 0.22% | 32,980 | 382 | 1.2% | $2.99万 | 加仓 |
| DOX | AMDOCS LTD | $272.41万 | 0.24% | 53,899 | -22,776 | -29.7% | -$115.11万 | 减仓 |
| AZN | ASTRAZENECA PLC | $274.63万 | 0.24% | 14,483 | -3,959 | -21.5% | -$75.07万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $283.12万 | 0.25% | 63,127 | -20,698 | -24.7% | -$92.83万 | 减仓 |
| GSK | GSK PLC | $288.29万 | 0.25% | 54,996 | 1,666 | 3.1% | $8.73万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $288.46万 | 0.25% | 65,499 | 5,972 | 10.0% | $26.30万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $290.39万 | 0.25% | 13,135 | 13,135 | — | $290.39万 | 新建仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $292.18万 | 0.25% | 23,892 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $293.62万 | 0.26% | 13,114 | -23,515 | -64.2% | -$526.50万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $299.40万 | 0.26% | 29,076 | -11,573 | -28.5% | -$119.17万 | 减仓 |
| USB | US BANCORP | $301.18万 | 0.26% | 49,865 | 7 | 0.0% | $423 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $308.52万 | 0.27% | 10,971 | 463 | 4.4% | $13.02万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $310.52万 | 0.27% | 6,046 | 1,267 | 26.5% | $65.07万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $312.35万 | 0.27% | 32,496 | -11,493 | -26.1% | -$110.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $313.04万 | 0.27% | 6,256 | -1,827 | -22.6% | -$91.42万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $314.38万 | 0.27% | 22,956 | -9,203 | -28.6% | -$126.04万 | 减仓 |
| FISV | FISERV INC | $316.90万 | 0.28% | 64,607 | -35,440 | -35.4% | -$173.83万 | 减仓 |
| WFC | WELLS FARGO & CO | $319.65万 | 0.28% | 38,680 | 1,101 | 2.9% | $9.10万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $325.85万 | 0.28% | 103,085 | -19,859 | -16.2% | -$62.77万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $327.07万 | 0.28% | 52,711 | -28,403 | -35.0% | -$176.24万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $329.64万 | 0.29% | 77,236 | 74,005 | 2,290.5% | $315.85万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $334.08万 | 0.29% | 26,847 | 1,977 | 7.9% | $24.60万 | 加仓 |
| ASML | ASML HLDG NV | $336.02万 | 0.29% | 1,689 | -818 | -32.6% | -$162.74万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $339.37万 | 0.30% | 5,842 | -4,257 | -42.2% | -$247.29万 | 减仓 |
| NOW | SERVICENOW INC | $339.95万 | 0.30% | 34,242 | 34,242 | — | $339.95万 | 新建仓 |
| ENB | ENBRIDGE INC | $345.78万 | 0.30% | 63,786 | -2 | -0.0% | -$108 | 减仓 |
| FCN | FTI CONSULTING INC | $349.00万 | 0.30% | 23,421 | -13,723 | -36.9% | -$204.49万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $354.18万 | 0.31% | 77,859 | -2,133 | -2.7% | -$9.70万 | 减仓 |
| QUAL | ISHARES TR | $355.89万 | 0.31% | 16,219 | -513 | -3.1% | -$11.26万 | 减仓 |
| STE | STERIS PLC | $356.18万 | 0.31% | 16,915 | -9,595 | -36.2% | -$202.04万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $356.53万 | 0.31% | 15,920 | -9,133 | -36.5% | -$204.53万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $358.69万 | 0.31% | 15,590 | -8,334 | -34.8% | -$191.75万 | 减仓 |
| ALC | ALCON AG | $362.45万 | 0.32% | 54,017 | -28,170 | -34.3% | -$189.02万 | 减仓 |
| ACM | AECOM | $363.95万 | 0.32% | 52,142 | 52,142 | — | $363.95万 | 新建仓 |
| AVGO | BROADCOM INC | $369.14万 | 0.32% | 9,772 | 706 | 7.8% | $26.67万 | 加仓 |
| — | EXXON MOBIL CORP | $382.91万 | 0.33% | 28,007 | -142 | -0.5% | -$1.94万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $388.03万 | 0.34% | 11,467 | -6,029 | -34.5% | -$204.02万 | 减仓 |
| CRM | SALESFORCE INC | $390.15万 | 0.34% | 24,904 | -24,376 | -49.5% | -$381.87万 | 减仓 |