Marks Group Wealth Management, Inc
- SEC CIK
- 0001802473
- 最新申報
- 2026/7/27
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/1 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 298
- 較 2024 年第 4 季 +12
- 總值
- $10.4 億
- 較 2024 年第 4 季 +$2,392 萬 (+2.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 160,940 | $2,514 萬 | 2.4% | +730.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 102,595 | $2,279 萬 | 2.2% | +83+0.1% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 85,378 | $2,068 萬 | 2.0% | +6,764+8.6% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 119,577 | $2,063 萬 | 2.0% | +15,282+14.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 56,953 | $1,996 萬 | 1.9% | −1,546−2.6% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 53,535 | $1,993 萬 | 1.9% | +830+1.6% | 加碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 32,850 | $1,493 萬 | 1.4% | +1,285+4.1% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 28,320 | $1,319 萬 | 1.3% | +414+1.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 22,295 | $1,285 萬 | 1.2% | −546−2.4% | 減碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 22,316 | $1,262 萬 | 1.2% | +753+3.5% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 20,954 | $1,235 萬 | 1.2% | +423+2.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 32,510 | $1,220 萬 | 1.2% | +451+1.4% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 192,754 | $1,091 萬 | 1.0% | +3,051+1.6% | 加碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 87,111 | $1,084 萬 | 1.0% | −4,391−4.8% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 37,995 | $1,020 萬 | 1.0% | −205−0.5% | 減碼 | 歷史 |
| AONAon plc | CL A | 25,340 | $1,011 萬 | 1.0% | +493+2.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 19,136 | $1,002 萬 | 1.0% | −12,090−38.7% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 28,971 | $1,000 萬 | 1.0% | −1,103−3.7% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 43,129 | $987.9 萬 | 1.0% | +6,823+18.8% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 47,178 | $980.2 萬 | 0.9% | −3,241−6.4% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 39,476 | $957.1 萬 | 0.9% | −187−0.5% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 44,904 | $950.8 萬 | 0.9% | +1,483+3.4% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 42,984 | $949.2 萬 | 0.9% | −7,297−14.5% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 93,979 | $942.6 萬 | 0.9% | −5,685−5.7% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 18,449 | $937.4 萬 | 0.9% | +452+2.5% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 31,659 | $933.7 萬 | 0.9% | +893+2.9% | 加碼 | 歷史 |
| PRIPrimerica, Inc. | Stock | 32,601 | $927.6 萬 | 0.9% | −759−2.3% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 75,827 | $923.6 萬 | 0.9% | +1,145+1.5% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 37,742 | $921.0 萬 | 0.9% | +615+1.7% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 9,274 | $916.1 萬 | 0.9% | +389+4.4% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 29,944 | $914.9 萬 | 0.9% | −249−0.8% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 17,940 | $911.9 萬 | 0.9% | +413+2.4% | 加碼 | 歷史 |
| FICOFair Isaac Corp | COM | 4,871 | $898.3 萬 | 0.9% | −72−1.5% | 減碼 | 歷史 |
| CICigna Group | Stock | 27,164 | $893.7 萬 | 0.9% | +5,141+23.3% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 14,629 | $889.2 萬 | 0.9% | −343−2.3% | 減碼 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 106,062 | $885.9 萬 | 0.9% | −4,775−4.3% | 減碼 | 歷史 |
| ALCAlcon Inc | Stock | 93,199 | $884.7 萬 | 0.9% | +9,723+11.6% | 加碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 27,824 | $882.8 萬 | 0.8% | +870+3.2% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 23,449 | $866.7 萬 | 0.8% | +1,341+6.1% | 加碼 | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 51,825 | $863.6 萬 | 0.8% | +122+0.2% | 加碼 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 63,990 | $863.5 萬 | 0.8% | +8,184+14.7% | 加碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 25,348 | $863.1 萬 | 0.8% | +4,374+20.9% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 14,039 | $862.0 萬 | 0.8% | +14,039 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 31,620 | $861.9 萬 | 0.8% | +4,836+18.1% | 加碼 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 17,288 | $860.4 萬 | 0.8% | −797−4.4% | 減碼 | 歷史 |
| DOXAmdocs Ltd | SHS | 93,996 | $860.1 萬 | 0.8% | +3,164+3.5% | 加碼 | 歷史 |
| CACICACI International Inc | CL A | 23,416 | $859.2 萬 | 0.8% | +4,546+24.1% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 154,650 | $852.1 萬 | 0.8% | +6,092+4.1% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 38,031 | $851.3 萬 | 0.8% | +38,031 | 新進 | 歷史 |
| AMEAmetek Inc | COM | 48,482 | $834.6 萬 | 0.8% | +817+1.7% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 30,599 | $831.8 萬 | 0.8% | +2,286+8.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 43,569 | $828.9 萬 | 0.8% | +191+0.4% | 加碼 | 歷史 |
| ITTItt Inc. | COM | 63,780 | $823.8 萬 | 0.8% | +2,364+3.8% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 36,197 | $820.4 萬 | 0.8% | +2,487+7.4% | 加碼 | 歷史 |
| GGGGraco Inc | COM | 97,344 | $812.9 萬 | 0.8% | +4,537+4.9% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 46,311 | $810.4 萬 | 0.8% | +14,184+44.1% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 45,915 | $809.5 萬 | 0.8% | +11,449+33.2% | 加碼 | 歷史 |
| FCNFti Consulting, Inc | COM | 49,269 | $808.4 萬 | 0.8% | +15,142+44.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 34,059 | $804.6 萬 | 0.8% | +1,312+4.0% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 135,900 | $801.0 萬 | 0.8% | −24,727−15.4% | 減碼 | – |
| JJacobs Solutions Inc. | COM | 66,056 | $798.6 萬 | 0.8% | +4,683+7.6% | 加碼 | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 163,513 | $792.2 萬 | 0.8% | −7,258−4.3% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 98,135 | $785.4 萬 | 0.8% | +9,067+10.2% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 25,151 | $784.8 萬 | 0.8% | +1,625+6.9% | 加碼 | 歷史 |
| MORNMorningstar, Inc. | COM | 25,821 | $774.3 萬 | 0.7% | +560+2.2% | 加碼 | 歷史 |
| NVTnVent Electric plc | SHS | 147,468 | $773.0 萬 | 0.7% | +19,692+15.4% | 加碼 | 歷史 |
| FELEFranklin Electric Co Inc | COM | 82,145 | $771.2 萬 | 0.7% | +3,216+4.1% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 37,388 | $768.4 萬 | 0.7% | +9,923+36.1% | 加碼 | 歷史 |
| SAIASaia Inc | COM | 21,429 | $748.8 萬 | 0.7% | +2,212+11.5% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 32,837 | $717.4 萬 | 0.7% | −2,319−6.6% | 減碼 | 歷史 |
| DECKDeckers Outdoor Corp | COM | 62,902 | $703.3 萬 | 0.7% | +8,410+15.4% | 加碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 15,371 | $667.2 萬 | 0.6% | +405+2.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,767 | $573.4 萬 | 0.6% | +41+0.4% | 加碼 | 歷史 |
| CVCOCavco Industries, Inc. | COM | 10,820 | $562.2 萬 | 0.5% | −406−3.6% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 108,814 | $546.4 萬 | 0.5% | +3,728+3.5% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 50,606 | $506.1 萬 | 0.5% | −25,704−33.7% | 減碼 | – |
| IDXXIDEXX Laboratories Inc | COM | 11,833 | $496.9 萬 | 0.5% | +824+7.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 20,250 | $496.7 萬 | 0.5% | −79−0.4% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 9,756 | $483.2 萬 | 0.5% | −1,353−12.2% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 9,387 | $467.1 萬 | 0.4% | +296+3.3% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 79,814 | $467.1 萬 | 0.4% | +1,774+2.3% | 加碼 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 59,391 | $449.8 萬 | 0.4% | +12,227+25.9% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 84,518 | $429.6 萬 | 0.4% | +77,782+1,154.7% | 加碼 | – |
| NVRNVR Inc | COM | 589 | $426.7 萬 | 0.4% | +22+3.9% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 73,521 | $405.0 萬 | 0.4% | −7,092−8.8% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 73,888 | $398.8 萬 | 0.4% | +42,330+134.1% | 加碼 | – |
| DCIDonaldson Co Inc | Stock | 58,792 | $394.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,005 | $391.9 萬 | 0.4% | +28+0.4% | 加碼 | 歷史 |
| TDGTransDigm Group INC | COM | 2,698 | $373.2 萬 | 0.4% | +92+3.5% | 加碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 30,762 | $369.9 萬 | 0.4% | −7,850−20.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 30,437 | $362.0 萬 | 0.3% | +735+2.5% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 46,072 | $357.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 11,811 | $351.5 萬 | 0.3% | +238+2.1% | 加碼 | 歷史 |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 102,897 | $317.7 萬 | 0.3% | +1,259+1.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 35,053 | $315.0 萬 | 0.3% | +441+1.3% | 加碼 | 歷史 |
| GOFGuggenheim Strategic Opportunities Fund | COM SBI | 196,262 | $305.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 41,227 | $303.0 萬 | 0.3% | −3,725−8.3% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 42,189 | $296.2 萬 | 0.3% | −50,504−54.5% | 減碼 | 歷史 |
| ITGartner Inc | COM | 6,667 | $279.8 萬 | 0.3% | +181+2.8% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 123,988 | $273.8 萬 | 0.3% | +123,988 | 新進 | – |
2024 年第 4 季之後清倉（14 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TTCToro Co | COM | 89,598 | $717.7 萬 | 0.7% | 歷史 |
| AVYAvery Dennison Corp | COM | 36,645 | $685.7 萬 | 0.7% | 歷史 |
| CHICalamos Convertible Opportunities & Income Fund | SH BEN INT | 146,444 | $174.9 萬 | 0.2% | 歷史 |
| iShares Tr464288372 | GLB INFRASTR ETF | 16,030 | $83.8 萬 | 0.1% | – |
| iShares Tr46434V290 | US SML CAP EQT | 8,734 | $59.0 萬 | 0.1% | – |
| MRVLMarvell Technology, Inc. | COM | 2,611 | $28.8 萬 | <0.1% | 歷史 |
| BBYBest Buy Co Inc | Stock | 3,344 | $28.7 萬 | <0.1% | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 835 | $27.9 萬 | <0.1% | – |
| NTAPNetApp, Inc. | Stock | 2,210 | $25.7 萬 | <0.1% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 945 | $22.0 萬 | <0.1% | – |
| GXOGXO Logistics, Inc. | Stock | 5,000 | $21.8 萬 | <0.1% | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 3,927 | $20.1 萬 | <0.1% | – |
| ABEVAmbev S.A. | SPONSORED ADR | 73,680 | $13.6 萬 | <0.1% | 歷史 |
| ERICEricsson LM Telephone Co | ADR B SEK 10 | 13,732 | $11.1 萬 | <0.1% | 歷史 |