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 |
|---|---|---|---|---|---|---|---|---|
| LPLA | LPL FINL HLDGS INC | $34.67万 | 0.03% | 1,231 | 149 | 13.8% | $4.20万 | 加仓 |
| UBS | UBS GROUP AG | $34.40万 | 0.03% | 6,941 | 6,941 | — | $34.40万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $34.17万 | 0.03% | 2,330 | -1,000 | -30.0% | -$14.66万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $33.72万 | 0.03% | 3,654 | -15 | -0.4% | -$1,384 | 减仓 |
| MCD | MCDONALDS CORP | $33.60万 | 0.03% | 1,243 | 335 | 36.9% | $9.06万 | 加仓 |
| VEEV | VEEVA SYS INC | $33.15万 | 0.03% | 1,868 | 246 | 15.2% | $4.37万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $32.83万 | 0.03% | 715 | -336 | -32.0% | -$15.43万 | 减仓 |
| MRK | MERCK & CO INC | $32.72万 | 0.03% | 2,546 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $32.65万 | 0.03% | 2,110 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $32.53万 | 0.03% | 2,097 | -5,832 | -73.6% | -$90.47万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $32.20万 | 0.03% | 2,520 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $31.77万 | 0.03% | 5,052 | 292 | 6.1% | $1.84万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $31.72万 | 0.03% | 2,660 | 2,660 | — | $31.72万 | 新建仓 |
| IFRA | ISHARES TR | $31.04万 | 0.03% | 4,924 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $30.43万 | 0.03% | 6,912 | -2,494 | -26.5% | -$10.98万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $30.26万 | 0.03% | 5,645 | 370 | 7.0% | $1.98万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $30.09万 | 0.03% | 812 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $29.65万 | 0.03% | 877 | 2 | 0.2% | $676 | 加仓 |
| BAP | CREDICORP LTD | $29.22万 | 0.03% | 750 | -72 | -8.8% | -$2.80万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $28.44万 | 0.02% | 5,354 | -200 | -3.6% | -$1.06万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $27.81万 | 0.02% | 2,201 | 201 | 10.1% | $2.54万 | 加仓 |
| H | HYATT HOTELS CORP | $27.72万 | 0.02% | 1,430 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $27.54万 | 0.02% | 608 | -10,381 | -94.5% | -$470.18万 | 重新持有 |
| SCI | SERVICE CORP INTL | $27.41万 | 0.02% | 3,609 | 336 | 10.3% | $2.55万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $27.37万 | 0.02% | 1,931 | 0 | 0.0% | — | 重新持有 |
| TYL | TYLER TECHNOLOGIES INC | $27.14万 | 0.02% | 928 | 201 | 27.6% | $5.88万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $26.90万 | 0.02% | 13,924 | 3,630 | 35.3% | $7.01万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $26.81万 | 0.02% | 2,818 | 125 | 4.6% | $1.19万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $26.60万 | 0.02% | 310 | 10 | 3.3% | $8,581 | 加仓 |
| CLS | CELESTICA INC | $26.59万 | 0.02% | 729 | -2,002 | -73.3% | -$73.03万 | 重新持有 |
| NRG | NRG ENERGY INC | $26.39万 | 0.02% | 1,807 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $26.13万 | 0.02% | 28,009 | -2,778 | -9.0% | -$2.59万 | 减仓 |
| FTRE | FORTREA HLDGS INC | $26.10万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $25.35万 | 0.02% | 5,000 | -100 | -2.0% | -$5,070 | 减仓 |
| C | CITIGROUP INC | $24.88万 | 0.02% | 1,778 | -280 | -13.6% | -$3.92万 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC | $24.72万 | 0.02% | 6,933 | 6,933 | — | $24.72万 | 新建仓 |
| IALT | BLACKROCK ETF TRUST | $24.63万 | 0.02% | 8,781 | 8,781 | — | $24.63万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $23.93万 | 0.02% | 890 | -51 | -5.4% | -$1.37万 | 减仓 |
| IWB | ISHARES TR | $23.87万 | 0.02% | 583 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $23.55万 | 0.02% | 2,602 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $22.72万 | 0.02% | 1,450 | -168 | -10.4% | -$2.63万 | 减仓 |
| GLDM | WORLD GOLD TR | $22.71万 | 0.02% | 2,860 | 211 | 8.0% | $1.68万 | 加仓 |
| URI | UNITED RENTALS INC | $22.66万 | 0.02% | 200 | 200 | — | $22.66万 | 新建仓 |
| CMI | CUMMINS INC | $22.25万 | 0.02% | 312 | 312 | — | $22.25万 | 新建仓 |
| IWV | ISHARES TR | $22.04万 | 0.02% | 517 | -28 | -5.1% | -$1.19万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $21.78万 | 0.02% | 2,911 | 2,911 | — | $21.78万 | 新建仓 |
| NTES | NETEASE COM INC | $21.46万 | 0.02% | 1,675 | -123 | -6.8% | -$1.58万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $20.70万 | 0.02% | 4,960 | 4,960 | — | $20.70万 | 新建仓 |
| EFAV | ISHARES TR | $20.37万 | 0.02% | 2,322 | 0 | 0.0% | — | 不变 |
| OBE | OBSIDIAN ENERGY LTD | $8.13万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -50,201 | -100.0% | -$555.52万 | 清仓 |
| IDEF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -161,230 | -100.0% | -$527.54万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -22,135 | -100.0% | -$126.10万 | 清仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | -69,442 | -100.0% | -$103.47万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -5,384 | -100.0% | -$92.18万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -3,938 | -100.0% | -$90.07万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -4,831 | -100.0% | -$62.76万 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -7,450 | -100.0% | -$57.45万 | 清仓 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -63,500 | -100.0% | -$52.83万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -262 | -100.0% | -$45.30万 | 清仓 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -3,180 | -100.0% | -$36.51万 | 清仓 |
| RUNN | STRATEGIC TRUST | $0 | 0.00% | 0 | -10,851 | -100.0% | -$34.95万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -10,844 | -100.0% | -$34.71万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -12,806 | -100.0% | -$31.86万 | 清仓 |
| BNTX | BIONTECH SE | $0 | 0.00% | 0 | -3,454 | -100.0% | -$30.70万 | 清仓 |
| NICE | NICE LTD | $0 | 0.00% | 0 | -2,403 | -100.0% | -$26.50万 | 清仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,289 | -100.0% | -$25.70万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -1,486 | -100.0% | -$24.68万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,489 | -100.0% | -$23.93万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -5,465 | -100.0% | -$22.05万 | 清仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -5,710 | -100.0% | -$20.24万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | -16,556 | -100.0% | -$9.93万 | 清仓 |
| — | SLEEP NUMBER CORP | $0 | 0.00% | 0 | -15,000 | -100.0% | -$2.69万 | 清仓 |