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 |
|---|---|---|---|---|---|---|---|---|
| ASND | ASCENDIS PHARMA A/S | $90.07万 | 0.09% | 3,938 | 3,938 | — | $90.07万 | 新建仓 |
| CBRE | CBRE GROUP INC | $89.47万 | 0.09% | 6,605 | 207 | 3.2% | $2.80万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $88.78万 | 0.09% | 3,632 | -100 | -2.7% | -$2.44万 | 减仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $86.76万 | 0.08% | 65,929 | -6,796 | -9.3% | -$8.94万 | 减仓 |
| ATRC | ATRICURE INC | $82.66万 | 0.08% | 28,973 | 0 | 0.0% | — | 不变 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $81.87万 | 0.08% | 23,579 | 23,579 | — | $81.87万 | 新建仓 |
| DHR | DANAHER CORP DEL | $81.47万 | 0.08% | 4,297 | 1,689 | 64.8% | $32.02万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $79.31万 | 0.08% | 937 | 2 | 0.2% | $1,693 | 加仓 |
| DIS | DISNEY WALT CO | $78.90万 | 0.08% | 8,186 | 2,500 | 44.0% | $24.10万 | 加仓 |
| BN | BROOKFIELD CORP | $78.45万 | 0.08% | 19,385 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $77.98万 | 0.08% | 1,351 | -267 | -16.5% | -$15.41万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $70.96万 | 0.07% | 1,532 | -91 | -5.6% | -$4.22万 | 减仓 |
| SHEL | SHELL PLC | $69.90万 | 0.07% | 7,516 | 1,357 | 22.0% | $12.62万 | 加仓 |
| — | APOGEE THERAPEUTICS INC | $69.38万 | 0.07% | 8,243 | 8,243 | — | $69.38万 | 新建仓 |
| PRLB | PROTO LABS INC | $68.72万 | 0.07% | 12,052 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $68.67万 | 0.07% | 8,292 | -3,509 | -29.7% | -$29.06万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $68.36万 | 0.07% | 4,435 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $67.38万 | 0.06% | 352 | 55 | 18.5% | $10.53万 | 加仓 |
| VMC | VULCAN MATLS CO | $66.74万 | 0.06% | 2,451 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC | $66.24万 | 0.06% | 11,461 | -626 | -5.2% | -$3.62万 | 减仓 |
| SPSC | SPS COMM INC | $65.86万 | 0.06% | 11,830 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $65.75万 | 0.06% | 21,558 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $64.75万 | 0.06% | 4,458 | -975 | -17.9% | -$14.16万 | 减仓 |
| SUSA | ISHARES TR | $64.44万 | 0.06% | 4,878 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $64.33万 | 0.06% | 6,068 | -316 | -4.9% | -$3.35万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $63.73万 | 0.06% | 6,904 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYS INC | $63.37万 | 0.06% | 18,044 | 9,046 | 100.5% | $31.77万 | 加仓 |
| WDAY | WORKDAY INC | $62.76万 | 0.06% | 4,831 | 2,177 | 82.0% | $28.28万 | 加仓 |
| HEI/A | HEICO CORP NEW | $61.87万 | 0.06% | 2,931 | -246 | -7.7% | -$5.19万 | 减仓 |
| XEL | XCEL ENERGY INC | $61.63万 | 0.06% | 7,758 | 538 | 7.5% | $4.27万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $61.58万 | 0.06% | 4,038 | 221 | 5.8% | $3.37万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $59.93万 | 0.06% | 1,868 | 1,228 | 191.9% | $39.40万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $58.80万 | 0.06% | 3,556 | 2,229 | 168.0% | $36.86万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $57.45万 | 0.06% | 7,450 | 7,450 | — | $57.45万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $55.34万 | 0.05% | 2,675 | 596 | 28.7% | $12.33万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $54.59万 | 0.05% | 1,650 | 1,650 | — | $54.59万 | 新建仓 |
| COP | CONOCOPHILLIPS | $54.06万 | 0.05% | 4,095 | 4,095 | — | $54.06万 | 新建仓 |
| GIS | GENERAL MILLS INC | $53.63万 | 0.05% | 14,409 | 837 | 6.2% | $3.12万 | 加仓 |
| — | AMPLIFY ETF TR | $53.46万 | 0.05% | 8,090 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR II | $52.83万 | 0.05% | 63,500 | 63,500 | — | $52.83万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $51.57万 | 0.05% | 374 | 13 | 3.6% | $1.79万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $50.96万 | 0.05% | 1,051 | 1,051 | — | $50.96万 | 新建仓 |
| TSLA | TESLA INC | $50.82万 | 0.05% | 1,367 | -145 | -9.6% | -$5.39万 | 减仓 |
| KKR | KKR & CO INC | $50.81万 | 0.05% | 5,493 | -7,338 | -57.2% | -$67.88万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $49.42万 | 0.05% | 1,700 | -2,441 | -58.9% | -$70.96万 | 减仓 |
| GLD | SPDR GOLD TR | $49.10万 | 0.05% | 1,141 | -300 | -20.8% | -$12.91万 | 减仓 |
| IX | ORIX CORP | $48.36万 | 0.05% | 16,124 | 16,124 | — | $48.36万 | 新建仓 |
| ERAS | ERASCA INC | $48.34万 | 0.05% | 29,879 | 29,879 | — | $48.34万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $48.10万 | 0.05% | 3,330 | 42 | 1.3% | $6,066 | 加仓 |
| DASH | DOORDASH INC | $47.94万 | 0.05% | 3,193 | 1,786 | 126.9% | $26.82万 | 加仓 |
| IWF | ISHARES TR | $47.88万 | 0.05% | 1,123 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $47.75万 | 0.05% | 3,075 | -60 | -1.9% | -$9,317 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $46.80万 | 0.05% | 795 | -10 | -1.2% | -$5,887 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $46.73万 | 0.05% | 20,124 | 20,124 | — | $46.73万 | 新建仓 |
| UFPI | UFP INDUSTRIES INC | $46.06万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $45.30万 | 0.04% | 262 | 4 | 1.6% | $6,916 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $44.83万 | 0.04% | 4,037 | -15 | -0.4% | -$1,666 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $44.77万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $44.38万 | 0.04% | 4,813 | 4,813 | — | $44.38万 | 新建仓 |
| EFX | EQUIFAX INC | $44.35万 | 0.04% | 2,463 | 2,463 | — | $44.35万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $42.49万 | 0.04% | 4,319 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $41.96万 | 0.04% | 5,408 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $41.78万 | 0.04% | 1,270 | 29 | 2.3% | $9,540 | 加仓 |
| WMT | WALMART INC | $40.45万 | 0.04% | 3,255 | -600 | -15.6% | -$7.46万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $40.26万 | 0.04% | 8,665 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $40.18万 | 0.04% | 4,544 | 581 | 14.7% | $5.14万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $39.77万 | 0.04% | 10,064 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $39.53万 | 0.04% | 911 | -66 | -6.8% | -$2.86万 | 减仓 |
| SPGI | S&P GLOBAL INC | $38.92万 | 0.04% | 915 | -6,128 | -87.0% | -$260.65万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $38.40万 | 0.04% | 9,406 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $38.38万 | 0.04% | 6,006 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC | $38.11万 | 0.04% | 6,558 | 6,558 | — | $38.11万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $37.75万 | 0.04% | 2,324 | 160 | 7.4% | $2.60万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $37.74万 | 0.04% | 9,310 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $37.65万 | 0.04% | 1,883 | 1,883 | — | $37.65万 | 新建仓 |
| BAC | BANK AMERICA CORP | $37.42万 | 0.04% | 7,675 | 650 | 9.3% | $3.17万 | 加仓 |
| — | ARCELLX INC | $36.51万 | 0.04% | 3,180 | -1,344 | -29.7% | -$15.43万 | 减仓 |
| RUNN | STRATEGIC TRUST | $34.95万 | 0.03% | 10,851 | 1,113 | 11.4% | $3.59万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $34.71万 | 0.03% | 10,844 | 1,104 | 11.3% | $3.53万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $34.48万 | 0.03% | 3,669 | -50 | -1.3% | -$4,699 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $34.02万 | 0.03% | 5,554 | -328 | -5.6% | -$2.01万 | 减仓 |
| APOG | APOGEE ENTERPRISES INC | $33.54万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $33.47万 | 0.03% | 1,700 | 0 | 0.0% | — | 不变 |
| KYMR | KYMERA THERAPEUTICS INC | $33.34万 | 0.03% | 4,003 | 4,003 | — | $33.34万 | 新建仓 |
| AUR | AURORA INNOVATION INC | $33.25万 | 0.03% | 80,695 | 11,641 | 16.9% | $4.80万 | 加仓 |
| ABBV | ABBVIE INC | $32.65万 | 0.03% | 1,501 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $32.55万 | 0.03% | 1,082 | 289 | 36.4% | $8.69万 | 加仓 |
| HDB | HDFC BANK LTD | $31.86万 | 0.03% | 12,806 | 8 | 0.1% | $199 | 加仓 |
| HLN | HALEON PLC | $30.82万 | 0.03% | 30,787 | -350 | -1.1% | -$3,504 | 减仓 |
| BNTX | BIONTECH SE | $30.70万 | 0.03% | 3,454 | 476 | 16.0% | $4.23万 | 加仓 |
| MRK | MERCK & CO INC | $30.63万 | 0.03% | 2,546 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $29.91万 | 0.03% | 555 | -9,173 | -94.3% | -$494.43万 | 减仓 |
| MFC | MANULIFE FINL CORP | $29.78万 | 0.03% | 8,647 | -102 | -1.2% | -$3,513 | 减仓 |
| INTC | INTEL CORP | $29.13万 | 0.03% | 6,600 | -2,029 | -23.5% | -$8.95万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $28.96万 | 0.03% | 2,520 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $28.49万 | 0.03% | 1,622 | -272 | -14.4% | -$4.78万 | 减仓 |
| MCD | MCDONALDS CORP | $28.22万 | 0.03% | 908 | -300 | -24.8% | -$9.32万 | 减仓 |
| IFRA | ISHARES TR | $28.17万 | 0.03% | 4,924 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $27.98万 | 0.03% | 4,760 | -353 | -6.9% | -$2.07万 | 减仓 |
| BAP | CREDICORP LTD | $27.88万 | 0.03% | 822 | -2 | -0.2% | -$678 | 减仓 |