Marks Wealth, LLC
ELLICOTT CITY MD · SEC CIK 0001838660
$3.80亿2026Q1 申报市值
12持仓数
99.9%前十大占比 · 第一大 62.7%
0 / 9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
SHV 加仓+$2.37亿
VCSH 加仓+$1,079.61万
VLUE 加仓+$742.99万
BDX 加仓+$315
2026Q1 卖出最多 按季末市值估算
VOX 清仓-$4,109.27万
XLF 清仓-$3,671.78万
XBI 清仓-$2,885.69万
VWOB 清仓-$1,670.10万
VCIT 清仓-$1,664.74万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | $2.38亿 | 62.68% | 2,158,181 | 2,149,614 | 25,091.8% | $2.37亿 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $4,339.05万 | 11.42% | 547,376 | 136,194 | 33.1% | $1,079.61万 | 加仓 |
| VLUE | ISHARES TR | $4,337.29万 | 11.41% | 305,035 | 52,253 | 20.7% | $742.99万 | 加仓 |
| MAGS | LISTED FDS TR | $3,079.77万 | 8.10% | 531,545 | -129,787 | -19.6% | -$751.99万 | 减仓 |
| ILF | ISHARES TR | $2,130.06万 | 5.60% | 599,680 | -80,114 | -11.8% | -$284.56万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $148.64万 | 0.39% | 26,772 | -2,372 | -8.1% | -$13.17万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $27.16万 | 0.07% | 1,727 | 2 | 0.1% | $315 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $26.75万 | 0.07% | 818 | 0 | 0.0% | — | 不变 |
| BILS | SPDR SERIES TRUST | $26.04万 | 0.07% | 2,619 | -2,614 | -50.0% | -$25.99万 | 重新持有 |
| BA | BOEING CO | $24.30万 | 0.06% | 1,221 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $24.24万 | 0.06% | 12,560 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $20.41万 | 0.05% | 980 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -212,223 | -100.0% | -$4,109.27万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -670,399 | -100.0% | -$3,671.78万 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -236,668 | -100.0% | -$2,885.69万 | 清仓 |
| VWOB | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -247,679 | -100.0% | -$1,670.10万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -198,775 | -100.0% | -$1,664.74万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -50,988 | -100.0% | -$1,386.16万 | 清仓 |
| OIH | VANECK ETF TRUST | $0 | 0.00% | 0 | -28,546 | -100.0% | -$812.90万 | 清仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -6,865 | -100.0% | -$52.07万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -210 | -100.0% | -$22.57万 | 清仓 |