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Livermore
Livermore
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Marks Group Wealth Management, Inc

SEC CIK
0001802473
最新申報
2026/7/27

2024 年第 4 季持倉

持倉截至 2024/12/31，2025/1/29 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。

機構總覽
持股檔數
286
較 2024 年第 3 季 −7
總值
$10.2 億
較 2024 年第 3 季 −$3,221 萬 (−3.1%)
申報日
2025/1/29
SEC
Marks Group Wealth Management, Inc 在 2024 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
ERICEricsson LM Telephone CoADR B SEK 1013,732$11.1 萬<0.1%+13,732新進歷史
MFGMizuho Financial Group IncSPONSORED ADR26,003$12.7 萬<0.1%−6,550−20.1%減碼歷史
ABEVAmbev S.A.SPONSORED ADR73,680$13.6 萬<0.1%−56,910−43.6%減碼歷史
CCCCCC Intelligent Solutions Holdings Inc.COM12,486$14.6 萬<0.1%00.0%不變歷史
iShares Global Clean Energy ETF464288224ETF15,710$17.9 萬<0.1%00.0%不變–
BlackRock ETF Trust09290C103ISHARES US EQUIT3,927$20.1 萬<0.1%+3,927新進–
PGRProgressive CorpStock846$20.3 萬<0.1%−32−3.6%減碼歷史
Vanguard Total World Stock ETF922042742ETF1,748$20.5 萬<0.1%00.0%不變–
GXOGXO Logistics, Inc.Stock5,000$21.8 萬<0.1%00.0%不變歷史
FWONKLiberty Media CorpCOM LBTY ONE S C2,352$21.8 萬<0.1%+2,352新進歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF945$22.0 萬<0.1%00.0%不變–
RIORio Tinto PLCADR4,056$23.9 萬<0.1%−3,032−42.8%減碼歷史
BHPBHP Group LtdADR4,896$23.9 萬<0.1%−3,553−42.1%減碼歷史
iShares Tr46435U713US INFRASTRUC5,272$24.4 萬<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE2,520$24.7 萬<0.1%00.0%不變–
NTAPNetApp, Inc.Stock2,210$25.7 萬<0.1%00.0%不變歷史
LENLennar CorpCL A1,891$25.8 萬<0.1%00.0%不變歷史
ARESAres Management CorpCL A COM STK1,457$25.8 萬<0.1%+1,457新進歷史
FTREFortrea Holdings Inc.COMMON STOCK14,000$26.1 萬<0.1%+2,000+16.7%加碼歷史
NFLXNetflix IncStock293$26.1 萬<0.1%00.0%不變歷史
MARMarriott International IncStock941$26.2 萬<0.1%00.0%不變歷史
GSGoldman Sachs Group IncStock480$27.5 萬<0.1%00.0%不變歷史
DPZDominos Pizza IncCOM663$27.8 萬<0.1%00.0%不變歷史
iShares Tr464287689RUSSELL 3000 ETF835$27.9 萬<0.1%00.0%不變–
KMXCarMax IncCOM3,442$28.1 萬<0.1%00.0%不變歷史
ADBEAdobe Inc.Stock637$28.3 萬<0.1%00.0%不變歷史
BBYBest Buy Co IncStock3,344$28.7 萬<0.1%+3,344新進歷史
MRVLMarvell Technology, Inc.COM2,611$28.8 萬<0.1%+2,611新進歷史
VEEVVeeva Systems IncStock1,381$29.0 萬<0.1%+77+5.9%加碼歷史
CVXChevron CorpStock2,008$29.1 萬<0.1%+5+0.2%加碼歷史
CVLTCommvault Systems IncCOM2,005$30.3 萬<0.1%−156−7.2%減碼歷史
BACBank of America CorpStock6,892$30.3 萬<0.1%00.0%不變歷史
ACGLArch Capital Group Ltd.Stock3,355$31.0 萬<0.1%+471+16.3%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF6,736$32.2 萬<0.1%00.0%不變–
State Street Energy Select Sector SPDR ETF81369Y506ETF3,787$32.4 萬<0.1%00.0%不變–
FMXMexican Economic Development IncSPON ADR UNITS3,820$32.7 萬<0.1%−2,946−43.5%減碼歷史
MRKMerck & Co., Inc.Stock3,325$33.1 萬<0.1%00.0%不變歷史
SCHWSchwab Charles CorpStock4,500$33.3 萬<0.1%00.0%不變歷史
GEVGE Vernova Inc.Stock1,018$33.5 萬<0.1%+23+2.3%加碼歷史
GLDSPDR Gold TrustETF1,404$34.0 萬<0.1%+147+11.7%加碼歷史
First Tr Exchange-Traded FD33737K205INDXX NEXTG ETF4,000$34.1 萬<0.1%00.0%不變–
TYLTyler Technologies IncCOM599$34.5 萬<0.1%−68−10.2%減碼歷史
MCDMcDonalds CorpStock1,199$34.8 萬<0.1%00.0%不變歷史
Strategic Trust48817R870RUNNING GWTH ETF10,625$34.8 萬<0.1%+2,767+35.2%加碼–
NXPINXP Semiconductors N.V.COM1,700$35.3 萬<0.1%00.0%不變歷史
WMTWalmart Inc.Stock3,954$35.7 萬<0.1%00.0%不變歷史
ABBVAbbVie Inc.Stock2,074$36.9 萬<0.1%+5+0.2%加碼歷史
LYVLive Nation Entertainment, Inc.COM2,931$38.0 萬<0.1%00.0%不變歷史
LLYEli Lilly & CoStock531$41.0 萬<0.1%00.0%不變歷史
BIPCBrookfield Infrastructure CorpCOM SUB VTG A10,297$41.2 萬<0.1%+1,054+11.4%加碼歷史
MLMMartin Marietta Materials IncCOM812$41.9 萬<0.1%+105+14.9%加碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS36,034$42.2 萬<0.1%+36,034新進歷史
FITBFifth Third BancorpCOM10,065$42.6 萬<0.1%00.0%不變歷史
CSCOCisco Systems, Inc.Stock7,390$43.7 萬<0.1%−171−2.3%減碼歷史
MUMicron Technology IncStock5,241$44.1 萬<0.1%00.0%不變歷史
SHELShell plcADR7,043$44.1 萬<0.1%−5,372−43.3%減碼歷史
MSIMotorola Solutions, Inc.Stock958$44.3 萬<0.1%−23−2.3%減碼歷史
CSGPCostar Group, Inc.COM6,188$44.3 萬<0.1%−53−0.8%減碼歷史
MFCManulife Financial CorpCOM14,759$45.3 萬<0.1%−15,178−50.7%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF1,145$46.0 萬<0.1%−2−0.2%減碼–
PRLBProto Labs IncCOM12,052$47.1 萬<0.1%00.0%不變歷史
MELIMercadolibre IncCOM278$47.3 萬<0.1%−49−15.0%減碼歷史
HIIHuntington Ingalls Industries, Inc.COM2,544$48.1 萬<0.1%−2,489−49.5%減碼歷史
Amplify ETF Tr032108557ETHO CLI LEA ETF8,090$48.3 萬<0.1%00.0%不變–
Victory Portfolios II92647N527CORE BD ETF10,676$49.1 萬<0.1%+1,583+17.4%加碼–
CHKPCheck Point Software Technologies LtdORD2,664$49.7 萬<0.1%+2,664新進歷史
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN21,065$50.1 萬<0.1%00.0%不變歷史
NMSNuveen Minnesota Quality Municipal Income FundSHS41,632$51.4 萬0.1%00.0%不變歷史
PEPPepsiCo IncStock3,394$51.6 萬0.1%+79+2.4%加碼歷史
TSLATesla, Inc.Stock1,286$51.9 萬0.1%+11+0.9%加碼歷史
PGProcter & Gamble CoStock3,175$53.2 萬0.1%00.0%不變歷史
SPOTSpotify Technology S.A.Stock1,196$53.5 萬0.1%+1,196新進歷史
MKLMarkel Group Inc.COM311$53.7 萬0.1%−1−0.3%減碼歷史
iShares Tr464287622RUS 1000 ETF1,708$55.0 萬0.1%−145−7.8%減碼–
VMCVulcan Materials COCOM2,146$55.2 萬0.1%+283+15.2%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF4,031$55.5 萬0.1%00.0%不變–
HDHome Depot, Inc.Stock1,435$55.8 萬0.1%−11−0.8%減碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF21,558$56.2 萬0.1%00.0%不變依 3 比 1 拆股換算–
UFPIUfp Industries IncCOM5,000$56.3 萬0.1%00.0%不變歷史
XELXcel Energy IncStock8,437$57.0 萬0.1%00.0%不變歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,342$57.1 萬0.1%+455+51.3%加碼歷史
LYGLloyds Banking Group plcSPONSORED ADR210,113$57.2 萬0.1%+33,205+18.8%加碼歷史
iShares Tr46434V290US SML CAP EQT8,734$59.0 萬0.1%00.0%不變–
iShares Tr464288802ESG OPTIMIZED4,878$59.3 萬0.1%00.0%不變–
ProShares Tr74348A467S&P 500 DV ARIST6,068$60.4 萬0.1%00.0%不變–
First Tr Exchange-Traded Alp33735K108COM SHS4,435$61.3 萬0.1%00.0%不變–
JNJJohnson & JohnsonStock4,412$63.8 萬0.1%−1,302−22.8%減碼歷史
ATRCAtriCure, Inc.COM21,185$64.7 萬0.1%00.0%不變歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF12,743$66.5 萬0.1%+186+1.5%加碼–
MMM3M CoStock5,199$67.1 萬0.1%−1,714−24.8%減碼歷史
DISWalt Disney CoStock6,136$68.3 萬0.1%+20.0%加碼歷史
HEI.AHeico CorpCL A3,697$68.8 萬0.1%−67−1.8%減碼歷史
ORLYO Reilly Automotive IncStock587$69.6 萬0.1%−18−3.0%減碼歷史
APOGApogee Enterprises, Inc.COM10,000$71.4 萬0.1%00.0%不變歷史
HLTHilton Worldwide Holdings Inc.COM2,932$72.5 萬0.1%−127−4.2%減碼歷史
TRIThomson Reuters CorpCOM NO PAR4,579$73.4 萬0.1%+422+10.2%加碼歷史
KKRKKR & Co. Inc.COM5,079$75.1 萬0.1%−477−8.6%減碼歷史
PAGPPlains GP Holdings LPLTD PARTNR INT A41,776$76.8 萬0.1%−237−0.6%減碼歷史
RACEFerrari N.V.COM1,822$77.4 萬0.1%+253+16.1%加碼歷史
CBRECbre Group, Inc.CL A5,919$77.7 萬0.1%00.0%不變歷史

2024 年第 3 季之後清倉（16 檔）

2024 年第 3 季季末還持有、這份申報已經沒有的部位。

Marks Group Wealth Management, Inc 在 2024 年第 3 季之後清倉的部位
證券類別2024 年第 3 季股數2024 年第 3 季市值2024 年第 3 季佔組合 %紀錄
RTORentokil Initial PLCSPONSORED ADR18,122$45.2 萬<0.1%歷史
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A13,273$32.9 萬<0.1%歷史
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR15,423$30.5 萬<0.1%歷史
BAPCredicorp LtdCOM1,677$30.3 萬<0.1%歷史
GMABGenmab A/SSPONSORED ADS10,954$26.7 萬<0.1%歷史
CNICanadian National Railway CoStock2,272$26.6 萬<0.1%歷史
INTCIntel CorpStock11,052$25.9 萬<0.1%歷史
Vanguard Ftse Emerging Markets ETF922042858ETF5,273$25.2 萬<0.1%–
FCXFreeport-McMoran IncStock4,919$24.6 萬<0.1%歷史
SBACSba Communications CorpCL A1,013$24.4 萬<0.1%歷史
MODModine Manufacturing CoCOM1,783$23.7 萬<0.1%歷史
MCHPMicrochip Technology IncStock2,929$23.5 萬<0.1%歷史
ELVElevance Health, Inc.Stock441$22.9 萬<0.1%歷史
GISGeneral Mills IncStock2,940$21.7 萬<0.1%歷史
NTRANatera, Inc.COM1,623$20.6 萬<0.1%歷史
NWGNatWest Group plcSPONS ADR10,229$9.57 萬<0.1%歷史