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 |
|---|---|---|---|---|---|---|---|---|
| EFV | ISHARES TR | $3,319.46万 | 3.20% | 446,464 | 97,024 | 27.8% | $721.37万 | 加仓 |
| AAPL | APPLE INC | $2,816.53万 | 2.72% | 110,979 | -5,380 | -4.6% | -$136.54万 | 减仓 |
| GOOG | ALPHABET INC | $2,231.53万 | 2.15% | 77,792 | -33,581 | -30.2% | -$963.30万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,090.89万 | 2.02% | 273,176 | 262,416 | 2,438.8% | $2,008.53万 | 加仓 |
| EFG | ISHARES TR | $1,785.09万 | 1.72% | 160,285 | 76,627 | 91.6% | $853.39万 | 加仓 |
| IEMG | ISHARES INC | $1,694.87万 | 1.63% | 242,992 | 17,454 | 7.7% | $121.74万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $1,620.20万 | 1.56% | 349,180 | 327,485 | 1,509.5% | $1,519.53万 | 加仓 |
| IVW | ISHARES TR | $1,602.57万 | 1.55% | 141,683 | 114,298 | 417.4% | $1,292.82万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,409.05万 | 1.36% | 38,065 | -1,508 | -3.8% | -$55.82万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,392.99万 | 1.34% | 239,427 | 220,818 | 1,186.6% | $1,284.72万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1,346.93万 | 1.30% | 61,498 | -17,532 | -22.2% | -$383.99万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,291.69万 | 1.25% | 74,065 | -20,044 | -21.3% | -$349.57万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,273.95万 | 1.23% | 207,754 | 196,871 | 1,809.0% | $1,207.21万 | 加仓 |
| META | META PLATFORMS INC | $1,235.53万 | 1.19% | 21,595 | -3,661 | -14.5% | -$209.46万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,165.33万 | 1.12% | 74,093 | -22,877 | -23.6% | -$359.81万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,141.29万 | 1.10% | 34,733 | -9,324 | -21.2% | -$306.38万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,078.83万 | 1.04% | 39,870 | -8,094 | -16.9% | -$219.01万 | 减仓 |
| AMZN | AMAZON COM INC | $1,054.70万 | 1.02% | 50,641 | -2,182 | -4.1% | -$45.44万 | 减仓 |
| GE | GE AEROSPACE | $996.20万 | 0.96% | 35,106 | -10,963 | -23.8% | -$311.10万 | 减仓 |
| ECOW | PACER FDS TR | $972.47万 | 0.94% | 364,630 | 339,844 | 1,371.1% | $906.36万 | 加仓 |
| CRM | SALESFORCE INC | $919.91万 | 0.89% | 49,280 | 103 | 0.2% | $1.92万 | 加仓 |
| V | VISA INC | $877.24万 | 0.85% | 29,025 | -5,219 | -15.2% | -$157.74万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $871.78万 | 0.84% | 55,446 | 9,363 | 20.3% | $147.21万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $846.07万 | 0.82% | 14,159 | 119 | 0.8% | $7.11万 | 加仓 |
| — | HONEYWELL INTL INC | $827.92万 | 0.80% | 36,629 | -4,065 | -10.0% | -$91.88万 | 减仓 |
| TJX | TJX COS INC NEW | $821.54万 | 0.79% | 51,443 | -10,365 | -16.8% | -$165.53万 | 减仓 |
| NVT | NVENT ELEC PLC | $816.18万 | 0.79% | 69,004 | -31,914 | -31.6% | -$377.48万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $810.29万 | 0.78% | 11,897 | -6,752 | -36.2% | -$459.87万 | 减仓 |
| — | WISDOMTREE TR | $808.49万 | 0.78% | 261,308 | 149,683 | 134.1% | $463.12万 | 加仓 |
| EME | EMCOR GROUP INC | $805.68万 | 0.78% | 10,913 | -4,762 | -30.4% | -$351.57万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $803.25万 | 0.77% | 27,652 | -2,682 | -8.8% | -$77.91万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $791.68万 | 0.76% | 171,396 | -827 | -0.5% | -$3.82万 | 减仓 |
| ITT | ITT INC | $782.53万 | 0.75% | 41,071 | -9,283 | -18.4% | -$176.87万 | 减仓 |
| GWW | WW GRAINGER INC | $763.56万 | 0.74% | 7,000 | -889 | -11.3% | -$96.97万 | 减仓 |
| ETN | EATON CORP PLC | $760.27万 | 0.73% | 21,256 | -2,815 | -11.7% | -$100.69万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $742.20万 | 0.72% | 8,291 | -3,126 | -27.4% | -$279.84万 | 减仓 |
| ORCL | ORACLE CORP | $736.08万 | 0.71% | 50,036 | 8,343 | 20.0% | $122.73万 | 加仓 |
| IR | INGERSOLL RAND INC | $734.40万 | 0.71% | 91,663 | -9,657 | -9.5% | -$77.37万 | 减仓 |
| AME | AMETEK INC | $730.67万 | 0.70% | 34,086 | -7,714 | -18.5% | -$165.36万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $709.51万 | 0.68% | 11,727 | -2,720 | -18.8% | -$164.57万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $705.31万 | 0.68% | 48,108 | 42,309 | 729.6% | $620.29万 | 加仓 |
| GGG | GRACO INC | $702.94万 | 0.68% | 83,041 | -2,064 | -2.4% | -$17.47万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $700.07万 | 0.68% | 20,397 | -4,907 | -19.4% | -$168.42万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $686.84万 | 0.66% | 35,036 | -4,414 | -11.2% | -$86.53万 | 减仓 |
| FDMO | FIDELITY COVINGTON TRUST | $681.81万 | 0.66% | 85,120 | 79,957 | 1,548.7% | $640.46万 | 加仓 |
| UNP | UNION PAC CORP | $675.95万 | 0.65% | 27,860 | -3,875 | -12.2% | -$94.02万 | 减仓 |
| SAIA | SAIA INC | $668.84万 | 0.64% | 19,040 | 4,717 | 32.9% | $165.70万 | 加仓 |
| FCN | FTI CONSULTING INC | $656.59万 | 0.63% | 37,144 | 13,856 | 59.5% | $244.93万 | 加仓 |
| CACI | CACI INTL INC | $652.89万 | 0.63% | 12,005 | -4,791 | -28.5% | -$260.56万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $648.85万 | 0.63% | 29,959 | -1,045 | -3.4% | -$22.63万 | 减仓 |
| PRI | PRIMERICA INC | $648.81万 | 0.63% | 25,903 | -2,996 | -10.4% | -$75.04万 | 减仓 |
| RBA | RB GLOBAL INC | $641.87万 | 0.62% | 66,966 | -10,712 | -13.8% | -$102.67万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $639.80万 | 0.62% | 63,922 | 5,706 | 9.8% | $57.11万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $638.59万 | 0.62% | 193,806 | 24,793 | 14.7% | $81.69万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $634.89万 | 0.61% | 38,446 | -5,289 | -12.1% | -$87.34万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $632.17万 | 0.61% | 40,649 | -8,008 | -16.5% | -$124.54万 | 减仓 |
| CSL | CARLISLE COS INC | $628.39万 | 0.61% | 18,836 | -2,078 | -9.9% | -$69.32万 | 减仓 |
| CI | THE CIGNA GROUP | $627.80万 | 0.61% | 23,535 | 9,873 | 72.3% | $263.36万 | 加仓 |
| FELE | FRANKLIN ELEC INC | $623.89万 | 0.60% | 67,689 | -10,480 | -13.4% | -$96.59万 | 减仓 |
| ALC | ALCON AG | $619.28万 | 0.60% | 82,187 | 26,204 | 46.8% | $197.45万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $619.11万 | 0.60% | 17,496 | 9,205 | 111.0% | $325.73万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $611.68万 | 0.59% | 20,794 | 2,434 | 13.3% | $71.60万 | 加仓 |
| RMD | RESMED INC | $611.52万 | 0.59% | 27,242 | -3,397 | -11.1% | -$76.25万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $610.24万 | 0.59% | 47,945 | -6,221 | -11.5% | -$79.18万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $608.42万 | 0.59% | 8,359 | -3,672 | -30.5% | -$267.27万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $593.48万 | 0.57% | 34,216 | 179 | 0.5% | $3.10万 | 加仓 |
| WSO | WATSCO INC | $589.49万 | 0.57% | 16,204 | -516 | -3.1% | -$18.77万 | 减仓 |
| STE | STERIS PLC | $586.22万 | 0.57% | 26,510 | -4,267 | -13.9% | -$94.36万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $573.94万 | 0.55% | 8,825 | -745 | -7.8% | -$48.45万 | 减仓 |
| BRO | BROWN & BROWN INC | $567.15万 | 0.55% | 86,972 | 6,371 | 7.9% | $41.55万 | 加仓 |
| FISV | FISERV INC | $558.26万 | 0.54% | 100,047 | 55,318 | 123.7% | $308.67万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $556.94万 | 0.54% | 122,944 | -12,915 | -9.5% | -$58.50万 | 减仓 |
| ICLR | ICON PLC | $555.52万 | 0.54% | 50,201 | 4,647 | 10.2% | $51.42万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $548.09万 | 0.53% | 81,114 | -10,024 | -11.0% | -$67.73万 | 减仓 |
| IQV | IQVIA HLDGS INC | $547.56万 | 0.53% | 32,107 | -8,888 | -21.7% | -$151.58万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $527.54万 | 0.51% | 161,230 | 161,230 | — | $527.54万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $522.52万 | 0.50% | 32,159 | -1,020 | -3.1% | -$16.57万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $519.13万 | 0.50% | 23,924 | 7,626 | 46.8% | $165.48万 | 加仓 |
| INTU | INTUIT | $516.26万 | 0.50% | 11,940 | 386 | 3.3% | $16.69万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $514.85万 | 0.50% | 80,345 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $509.03万 | 0.49% | 25,053 | -596 | -2.3% | -$12.11万 | 减仓 |
| GOOGL | ALPHABET INC | $505.70万 | 0.49% | 17,586 | -171 | -1.0% | -$4.92万 | 减仓 |
| DOX | AMDOCS LTD | $500.38万 | 0.48% | 76,675 | -4,562 | -5.6% | -$29.77万 | 减仓 |
| DCI | DONALDSON INC | $498.97万 | 0.48% | 58,792 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $493.15万 | 0.48% | 24,870 | 1,918 | 8.4% | $38.03万 | 加仓 |
| — | EXXON MOBIL CORP | $477.57万 | 0.46% | 28,149 | 224 | 0.8% | $3.80万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $475.55万 | 0.46% | 115,819 | 115,819 | — | $475.55万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $439.82万 | 0.42% | 30,067 | -14,390 | -32.4% | -$210.50万 | 减仓 |
| AON | AON PLC | $417.29万 | 0.40% | 12,928 | -6,746 | -34.3% | -$217.75万 | 减仓 |
| FAST | FASTENAL CO | $390.42万 | 0.38% | 84,143 | -274 | -0.3% | -$1.27万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $387.34万 | 0.37% | 8,083 | -1,824 | -18.4% | -$87.41万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $372.60万 | 0.36% | 83,825 | -35,486 | -29.7% | -$157.74万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $370.37万 | 0.36% | 10,959 | 521 | 5.0% | $17.61万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $364.92万 | 0.35% | 79,992 | 72,241 | 932.0% | $329.56万 | 加仓 |
| AZN | ASTRAZENECA PLC | $363.71万 | 0.35% | 18,442 | 18,442 | — | $363.71万 | 新建仓 |
| CPRT | COPART INC | $362.47万 | 0.35% | 109,179 | -44,398 | -28.9% | -$147.40万 | 减仓 |
| ENB | ENBRIDGE INC | $345.35万 | 0.33% | 63,788 | -1,102 | -1.7% | -$5.97万 | 减仓 |
| SBUX | STARBUCKS CORP | $344.25万 | 0.33% | 38,426 | -3,747 | -8.9% | -$33.57万 | 减仓 |
| ASML | ASML HLDG NV | $331.13万 | 0.32% | 2,507 | -685 | -21.5% | -$90.48万 | 减仓 |
| CTAS | CINTAS CORP | $328.05万 | 0.32% | 19,395 | -9,955 | -33.9% | -$168.38万 | 减仓 |