Marks Wealth, LLC
ELLICOTT CITY MD · SEC CIK 0001838660
$4.62亿2026Q2 申报市值
19持仓数
99.2%前十大占比 · 第一大 23.4%
10 / 4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
VGT 新建仓+$5,615.86万
VLUE 加仓+$4,723.89万
SPMO 新建仓+$3,866.17万
SOXX 新建仓+$3,131.78万
KBWB 新建仓+$3,128.60万
2026Q2 卖出最多 按季末市值估算
SHV 减仓-$1.55亿
MAGS 清仓-$3,079.77万
ILF 清仓-$2,130.06万
JEPQ 减仓-$31.35万
BILS 清仓-$26.04万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| MAGS | LISTED FDS TR | $0 | 0.00% | 0 | -531,545 | -100.0% | -$3,079.77万 | 清仓 |
| ILF | ISHARES TR | $0 | 0.00% | 0 | -599,680 | -100.0% | -$2,130.06万 | 清仓 |
| BILS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,619 | -100.0% | -$26.04万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -12,560 | -100.0% | -$24.24万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $20.19万 | 0.04% | 1,878 | 1,878 | — | $20.19万 | 新建仓 |
| AMZN | AMAZON COM INC | $23.36万 | 0.05% | 980 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $24.55万 | 0.05% | 1,134 | -87 | -7.1% | -$1.88万 | 减仓 |
| GEV | GE VERNOVA INC | $24.81万 | 0.05% | 211 | 211 | — | $24.81万 | 新建仓 |
| VBIL | VANGUARD INSTL INDEX FD | $24.99万 | 0.05% | 3,302 | 3,302 | — | $24.99万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $26.18万 | 0.06% | 1,730 | 3 | 0.2% | $454 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $30.31万 | 0.07% | 818 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $53.38万 | 0.12% | 2,802 | 237 | 9.2% | $4.52万 | 重新持有 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $133.19万 | 0.29% | 21,671 | -5,101 | -19.1% | -$31.35万 | 减仓 |
| IEMG | ISHARES INC | $1,432.97万 | 3.10% | 172,980 | 172,980 | — | $1,432.97万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $2,011.86万 | 4.36% | 223,913 | 223,913 | — | $2,011.86万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $2,980.49万 | 6.45% | 82,704 | 82,704 | — | $2,980.49万 | 新建仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $3,128.60万 | 6.77% | 336,481 | 336,481 | — | $3,128.60万 | 新建仓 |
| SOXX | ISHARES TR | $3,131.78万 | 6.78% | 48,876 | 48,876 | — | $3,131.78万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $3,866.17万 | 8.37% | 239,332 | 239,332 | — | $3,866.17万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $4,497.14万 | 9.74% | 569,042 | 21,666 | 4.0% | $171.23万 | 加仓 |
| VGT | VANGUARD WORLD FD | $5,615.86万 | 12.16% | 469,868 | 469,868 | — | $5,615.86万 | 新建仓 |
| SHV | ISHARES TR | $8,349.58万 | 18.07% | 756,645 | -1,401,536 | -64.9% | -$1.55亿 | 减仓 |
| VLUE | ISHARES TR | $1.08亿 | 23.42% | 541,454 | 236,419 | 77.5% | $4,723.89万 | 加仓 |