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 |
|---|---|---|---|---|---|---|---|---|
| NOC | NORTHROP GRUMMAN CORP | $102.58万 | 0.09% | 2,014 | 2,014 | — | $102.58万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $101.81万 | 0.09% | 1,088 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $101.51万 | 0.09% | 11,060 | 5,567 | 101.3% | $51.09万 | 加仓 |
| QQQ | INVESCO QQQ TR | $101.11万 | 0.09% | 1,373 | 22 | 1.6% | $1.62万 | 加仓 |
| CVCO | CAVCO INDS INC DEL | $99.28万 | 0.09% | 1,616 | -1,372 | -45.9% | -$84.29万 | 减仓 |
| TGT | TARGET CORP | $97.93万 | 0.09% | 7,498 | -209 | -2.7% | -$2.73万 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $97.04万 | 0.08% | 113,360 | 0 | 0.0% | — | 不变 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $96.80万 | 0.08% | 20,021 | -1,220 | -5.7% | -$5.90万 | 减仓 |
| CBRE | CBRE GROUP INC | $96.72万 | 0.08% | 7,181 | 576 | 8.7% | $7.76万 | 加仓 |
| ATRC | ATRICURE INC | $96.18万 | 0.08% | 34,374 | 5,401 | 18.6% | $15.11万 | 加仓 |
| SAN | BANCO SANTANDER SA | $95.07万 | 0.08% | 68,891 | -44,595 | -39.3% | -$61.54万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $95.02万 | 0.08% | 939 | 2 | 0.2% | $2,024 | 加仓 |
| INTC | INTEL CORP | $94.01万 | 0.08% | 6,733 | 133 | 2.0% | $1.86万 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $91.24万 | 0.08% | 89,273 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $89.70万 | 0.08% | 3,532 | -100 | -2.8% | -$2.54万 | 减仓 |
| RIO | RIO TINTO PLC | $89.56万 | 0.08% | 9,434 | -5,124 | -35.2% | -$48.64万 | 减仓 |
| KLAC | KLA CORP | $87.34万 | 0.08% | 2,895 | 2,895 | — | $87.34万 | 新建仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $86.10万 | 0.08% | 65,929 | 0 | 0.0% | — | 不变 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $85.94万 | 0.07% | 4,435 | 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 |
| DIA | STATE STR SPDR DOW JONES IND | $80.03万 | 0.07% | 1,532 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $79.83万 | 0.07% | 4,699 | 4,699 | — | $79.83万 | 新建仓 |
| DIS | DISNEY WALT CO | $78.63万 | 0.07% | 8,169 | -17 | -0.2% | -$1,636 | 减仓 |
| MSCI | MSCI INC | $78.24万 | 0.07% | 1,397 | 842 | 151.7% | $47.16万 | 加仓 |
| BN | BROOKFIELD CORP | $77.30万 | 0.07% | 18,150 | -1,235 | -6.4% | -$5.26万 | 减仓 |
| VLTO | VERALTO CORP | $76.29万 | 0.07% | 8,603 | 4,059 | 89.3% | $36.00万 | 加仓 |
| SUSA | ISHARES TR | $75.27万 | 0.07% | 4,878 | 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 |
| SCHV | SCHWAB STRATEGIC TR | $75.04万 | 0.07% | 21,558 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $74.15万 | 0.06% | 374 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $73.61万 | 0.06% | 6,616 | 6,616 | — | $73.61万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $73.58万 | 0.06% | 2,853 | -78 | -2.7% | -$2.01万 | 减仓 |
| GIS | GENERAL MILLS INC | $72.55万 | 0.06% | 20,849 | 6,440 | 44.7% | $22.41万 | 加仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $72.06万 | 0.06% | 29,989 | 29,989 | — | $72.06万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $71.57万 | 0.06% | 1,907 | 1,907 | — | $71.57万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $70.69万 | 0.06% | 35,541 | -44,024 | -55.3% | -$87.56万 | 减仓 |
| UNP | UNION PAC CORP | $70.58万 | 0.06% | 2,595 | -25,265 | -90.7% | -$687.21万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $69.44万 | 0.06% | 3,839 | 283 | 8.0% | $5.12万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $69.39万 | 0.06% | 7,297 | -11,654 | -61.5% | -$110.82万 | 减仓 |
| NOBL | PROSHARES TR | $68.16万 | 0.06% | 12,136 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC | $67.63万 | 0.06% | 11,830 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $65.70万 | 0.06% | 2,227 | -224 | -9.1% | -$6.61万 | 减仓 |
| — | AMPLIFY ETF TR | $65.21万 | 0.06% | 8,090 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $65.12万 | 0.06% | 28,154 | 8,030 | 39.9% | $18.57万 | 加仓 |
| MKL | MARKEL GROUP INC | $65.04万 | 0.06% | 333 | -19 | -5.4% | -$3.71万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $64.25万 | 0.06% | 15,971 | -4,105 | -20.4% | -$16.51万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $64.18万 | 0.06% | 7,789 | 7,789 | — | $64.18万 | 新建仓 |
| CSCO | CISCO SYS INC | $63.71万 | 0.06% | 5,424 | 16 | 0.3% | $1,879 | 加仓 |
| MMM | 3M CO | $63.36万 | 0.06% | 3,913 | -545 | -12.2% | -$8.82万 | 减仓 |
| SONY | SONY GROUP CORP | $62.51万 | 0.05% | 31,163 | -40,993 | -56.8% | -$82.23万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $61.34万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $60.56万 | 0.05% | 88,804 | 8,109 | 10.0% | $5.53万 | 加仓 |
| ERAS | ERASCA INC | $60.19万 | 0.05% | 32,857 | 2,978 | 10.0% | $5.46万 | 加仓 |
| BSY | BENTLEY SYS INC | $58.64万 | 0.05% | 19,620 | 1,576 | 8.7% | $4.71万 | 加仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $57.18万 | 0.05% | 16,263 | -7,316 | -31.0% | -$25.72万 | 减仓 |
| IWF | ISHARES TR | $55.78万 | 0.05% | 4,492 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $54.59万 | 0.05% | 6,798 | -960 | -12.4% | -$7.71万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $54.31万 | 0.05% | 1,066 | 238 | 28.7% | $12.13万 | 重新持有 |
| TSLA | TESLA INC | $54.30万 | 0.05% | 1,291 | -76 | -5.6% | -$3.20万 | 减仓 |
| USFD | US FOODS HLDG CORP | $54.20万 | 0.05% | 5,301 | 488 | 10.1% | $4.99万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $53.43万 | 0.05% | 1,444 | -424 | -22.7% | -$15.69万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $52.48万 | 0.05% | 3,308 | -44,800 | -93.1% | -$710.80万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $50.86万 | 0.04% | 882 | 87 | 10.9% | $5.02万 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $50.71万 | 0.04% | 4,422 | 419 | 10.5% | $4.80万 | 加仓 |
| SHEL | SHELL PLC | $49.91万 | 0.04% | 6,437 | -1,079 | -14.4% | -$8.37万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $49.87万 | 0.04% | 5,415 | -1,489 | -21.6% | -$13.71万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $49.24万 | 0.04% | 7,604 | -3,857 | -33.7% | -$24.97万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $49.01万 | 0.04% | 1,875 | 175 | 10.3% | $4.57万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $48.84万 | 0.04% | 8,665 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $48.79万 | 0.04% | 36,739 | 36,739 | — | $48.79万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $47.78万 | 0.04% | 1,700 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $47.25万 | 0.04% | 3,694 | -343 | -8.5% | -$4.39万 | 减仓 |
| COP | CONOCOPHILLIPS | $46.81万 | 0.04% | 4,503 | 408 | 10.0% | $4.24万 | 加仓 |
| SE | SEA LTD | $46.81万 | 0.04% | 4,885 | -3,407 | -41.1% | -$32.65万 | 减仓 |
| IX | ORIX CORP | $46.63万 | 0.04% | 12,257 | -3,867 | -24.0% | -$14.71万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $46.24万 | 0.04% | 4,301 | -18 | -0.4% | -$1,935 | 减仓 |
| ENTG | ENTEGRIS INC | $45.76万 | 0.04% | 2,544 | 273 | 12.0% | $4.91万 | 加仓 |
| APOG | APOGEE ENTERPRISES INC | $45.74万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $45.54万 | 0.04% | 1,291 | 21 | 1.7% | $7,408 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $45.37万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $45.24万 | 0.04% | 6,694 | 688 | 11.5% | $4.65万 | 加仓 |
| BAC | BANK OF AMER CORP | $45.14万 | 0.04% | 7,922 | 247 | 3.2% | $1.41万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $43.22万 | 0.04% | 1,763 | -120 | -6.4% | -$2.94万 | 减仓 |
| SNPS | SYNOPSYS INC | $43.18万 | 0.04% | 968 | 968 | — | $43.18万 | 新建仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $43.15万 | 0.04% | 11,208 | 1,144 | 11.4% | $4.40万 | 加仓 |
| MFC | MANULIFE FINL CORP | $42.87万 | 0.04% | 10,583 | 1,936 | 22.4% | $7.84万 | 加仓 |
| GLD | SPDR GOLD TR | $42.03万 | 0.04% | 1,141 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC | $41.99万 | 0.04% | 7,224 | 666 | 10.2% | $3.87万 | 加仓 |
| PEP | PEPSICO INC | $41.64万 | 0.04% | 3,075 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $41.26万 | 0.04% | 2,475 | 151 | 6.5% | $2.52万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $39.20万 | 0.03% | 15,644 | 2,936 | 23.1% | $7.36万 | 加仓 |
| SPGI | S&P GLOBAL INC | $39.14万 | 0.03% | 961 | 46 | 5.0% | $1.87万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $39.02万 | 0.03% | 1,087 | 1,087 | — | $39.02万 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $37.78万 | 0.03% | 9,310 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $37.77万 | 0.03% | 1,501 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $37.33万 | 0.03% | 899 | -12 | -1.3% | -$4,983 | 减仓 |
| WMT | WALMART INC | $36.87万 | 0.03% | 3,255 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $36.01万 | 0.03% | 1,890 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $35.55万 | 0.03% | 1,701 | 39 | 2.3% | $8,150 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $35.32万 | 0.03% | 1,186 | -1,149 | -49.2% | -$34.22万 | 减仓 |