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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

2025 年第 3 季持倉

持倉截至 2025/9/30，2025/11/10 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
294
較 2025 年第 2 季 +1
總值
$10.8 億
較 2025 年第 2 季 +$113.5 萬 (+0.1%)
申報日
2025/11/10
SEC
Marks Group Wealth Management, Inc 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
MFGMizuho Financial Group IncSPONSORED ADR10,657$7.14 萬<0.1%−11,024−50.8%減碼歷史
CCCCCC Intelligent Solutions Holdings Inc.COM15,137$13.8 萬<0.1%+2,651+21.2%加碼歷史
FCXFreeport-McMoran IncStock5,105$20.0 萬<0.1%−12−0.2%減碼歷史
iShares Tr464287689RUSSELL 3000 ETF545$20.7 萬<0.1%+545新進–
CORCencora, Inc.Stock664$20.8 萬<0.1%−5−0.7%減碼歷史
NVSNovartis AGADR1,636$21.0 萬<0.1%+1,636新進歷史
FTREFortrea Holdings Inc.COMMON STOCK25,000$21.1 萬<0.1%00.0%不變歷史
ADBEAdobe Inc.Stock623$22.0 萬<0.1%00.0%不變歷史
FWONKLiberty Media CorpCOM LBTY ONE S C2,110$22.0 萬<0.1%−154−6.8%減碼歷史
BlackRock ETF Trust09290C103ISHARES US EQUIT3,725$22.1 萬<0.1%00.0%不變–
MRVLMarvell Technology, Inc.COM2,627$22.1 萬<0.1%+30+1.2%加碼歷史
INTCIntel CorpStock6,655$22.3 萬<0.1%+6,655新進歷史
CCitigroup IncStock2,201$22.3 萬<0.1%+2,201新進歷史
BAPCredicorp LtdCOM852$22.7 萬<0.1%+852新進歷史
ARESAres Management CorpCL A COM STK1,419$22.7 萬<0.1%−28−1.9%減碼歷史
MRKMerck & Co., Inc.Stock2,713$22.8 萬<0.1%00.0%不變歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF2,677$23.9 萬<0.1%00.0%不變–
RIORio Tinto PLCADR3,649$24.1 萬<0.1%−3−0.1%減碼歷史
MARMarriott International IncStock941$24.5 萬<0.1%00.0%不變歷史
LPLALPL Financial Holdings Inc.COM737$24.5 萬<0.1%+86+13.2%加碼歷史
NTAPNetApp, Inc.Stock2,110$25.0 萬<0.1%00.0%不變歷史
DPZDominos Pizza IncCOM579$25.0 萬<0.1%−28−4.6%減碼歷史
ENTGEntegris IncCOM2,731$25.3 萬<0.1%+2,731新進歷史
iShares Tr46435U713US INFRASTRUC4,924$26.0 萬<0.1%00.0%不變–
MSMorgan StanleyStock1,654$26.3 萬<0.1%+5+0.3%加碼歷史
EXPDExpeditors International of Washington IncCOM2,170$26.6 萬<0.1%−28,634−93.0%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF945$26.6 萬<0.1%00.0%不變–
GXOGXO Logistics, Inc.Stock5,100$27.0 萬<0.1%+100+2.0%加碼歷史
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE2,520$27.9 萬<0.1%00.0%不變–
LENLennar CorpCL A2,213$27.9 萬<0.1%+50+2.3%加碼歷史
MFCManulife Financial CorpCOM8,975$28.0 萬<0.1%−4,074−31.2%減碼歷史
NTESNetEase, Inc.SPONSORED ADS1,857$28.2 萬<0.1%+4+0.2%加碼歷史
NFLXNetflix IncStock238$28.5 萬<0.1%00.0%不變歷史
HLNHaleon plcADR32,038$28.7 萬<0.1%−8,767−21.5%減碼歷史
NRGNRG Energy, Inc.Stock1,807$29.3 萬<0.1%00.0%不變歷史
CVXChevron CorpStock1,907$29.6 萬<0.1%+30+1.6%加碼歷史
BHPBHP Group LtdADR5,322$29.7 萬<0.1%−18−0.3%減碼歷史
FIXComfort Systems USA IncCOM361$29.8 萬<0.1%+361新進歷史
BACBank of America CorpStock6,088$31.4 萬<0.1%00.0%不變歷史
TYLTyler Technologies IncCOM601$31.4 萬<0.1%+4+0.7%加碼歷史
BSXBoston Scientific CorpStock3,252$31.7 萬<0.1%−1,363−29.5%減碼歷史
Legg Mason ETF Invt52468L505FRANKLIN INTL LW9,310$32.4 萬<0.1%00.0%不變–
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR16,819$32.4 萬<0.1%−52,658−75.8%減碼歷史
FMXMexican Economic Development IncSPON ADR UNITS3,416$33.7 萬<0.1%−4−0.1%減碼歷史
ABBVAbbVie Inc.Stock1,477$34.2 萬<0.1%00.0%不變歷史
LLYEli Lilly & CoStock460$35.1 萬<0.1%+5+1.1%加碼歷史
SCHWSchwab Charles CorpStock3,755$35.8 萬<0.1%00.0%不變歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF8,596$36.2 萬<0.1%00.0%不變–
MCDMcDonalds CorpStock1,199$36.4 萬<0.1%00.0%不變歷史
CVLTCommvault Systems IncCOM1,931$36.5 萬<0.1%00.0%不變歷史
UPSUnited Parcel Service IncStock4,387$36.6 萬<0.1%−11,242−71.9%減碼歷史
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF5,839$38.0 萬<0.1%00.0%不變–
NXPINXP Semiconductors N.V.COM1,700$38.7 萬<0.1%00.0%不變歷史
Strategic Trust48817R870RUNNING GWTH ETF11,734$40.2 萬<0.1%+349+3.1%加碼–
MSIMotorola Solutions, Inc.Stock888$40.6 萬<0.1%00.0%不變歷史
WMTWalmart Inc.Stock3,954$40.8 萬<0.1%00.0%不變歷史
CSCOCisco Systems, Inc.Stock6,008$41.1 萬<0.1%00.0%不變歷史
BIPCBrookfield Infrastructure CorpCOM SUB VTG A9,999$41.1 萬<0.1%−358−3.5%減碼歷史
First Tr Exchange-Traded FD33737K205INDXX NEXTG ETF4,000$41.4 萬<0.1%00.0%不變–
VEEVVeeva Systems IncStock1,420$42.3 萬<0.1%−33−2.3%減碼歷史
PEPPepsiCo IncStock3,043$42.7 萬<0.1%00.0%不變歷史
FITBFifth Third BancorpCOM9,665$43.1 萬<0.1%00.0%不變歷史
APOGApogee Enterprises, Inc.COM10,000$43.6 萬<0.1%00.0%不變歷史
CSGPCostar Group, Inc.COM5,250$44.3 萬<0.1%−521−9.0%減碼歷史
Victory Portfolios II92647N527CORE BD ETF9,379$44.6 萬<0.1%00.0%不變–
HDBHDFC Bank LtdSPONSORED ADS13,305$45.4 萬<0.1%−24,115−64.4%減碼依 2 比 1 拆股換算歷史
SHELShell plcADR6,376$45.6 萬<0.1%+20+0.3%加碼歷史
UFPIUfp Industries IncCOM5,000$46.7 萬<0.1%00.0%不變歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,362$46.8 萬<0.1%00.0%不變–
PGProcter & Gamble CoStock3,175$48.8 萬<0.1%00.0%不變歷史
MLMMartin Marietta Materials IncCOM784$49.4 萬<0.1%+4+0.5%加碼歷史
GLDSPDR Gold TrustETF1,404$49.9 萬<0.1%00.0%不變歷史
Amplify ETF Tr032108557ETHO CLI LEA ETF8,090$51.5 萬<0.1%00.0%不變–
iShares Russell 1000 Growth ETF464287614ETF1,100$51.5 萬<0.1%−3−0.3%減碼–
TGTTarget CorpStock5,852$52.5 萬<0.1%−10,420−64.0%減碼歷史
HDHome Depot, Inc.Stock1,336$54.1 萬0.1%+2+0.1%加碼歷史
LYVLive Nation Entertainment, Inc.COM3,342$54.6 萬0.1%+363+12.2%加碼歷史
ZLABZai Lab LtdADR16,523$56.0 萬0.1%+2,270+15.9%加碼歷史
MKLMarkel Group Inc.COM298$57.0 萬0.1%−3−1.0%減碼歷史
XELXcel Energy IncStock7,142$57.6 萬0.1%−109−1.5%減碼歷史
PRLBProto Labs IncCOM12,052$60.3 萬0.1%00.0%不變歷史
GISGeneral Mills IncStock11,981$60.4 萬0.1%+485+4.2%加碼歷史
GEVGE Vernova Inc.Stock986$60.6 萬0.1%+3+0.3%加碼歷史
KKRKKR & Co. Inc.COM4,697$61.0 萬0.1%−339−6.7%減碼歷史
MELIMercadolibre IncCOM262$61.2 萬0.1%+1+0.4%加碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW8,738$62.0 萬0.1%+8,738新進歷史
ProShares Tr74348A467S&P 500 DV ARIST6,068$62.5 萬0.1%00.0%不變–
Schwab U.S. Large-Cap Value ETF808524409ETF21,558$62.8 萬0.1%00.0%不變–
iShares Tr464287622RUS 1000 ETF1,725$63.0 萬0.1%+17+1.0%加碼–
SHOPShopify Inc.Stock4,257$63.3 萬0.1%−1,658−28.0%減碼歷史
AEMAgnico Eagle Mines LtdStock3,759$63.4 萬0.1%+1,833+95.2%加碼歷史
TSLATesla, Inc.Stock1,487$66.1 萬0.1%+50+3.5%加碼歷史
iShares Tr464288802ESG OPTIMIZED4,878$66.2 萬0.1%00.0%不變–
CLSCelestica IncStock2,719$67.0 萬0.1%+2,719新進歷史
DISWalt Disney CoStock5,860$67.1 萬0.1%00.0%不變歷史
First Tr Exchange-Traded Alp33735K108COM SHS4,435$71.3 萬0.1%00.0%不變–
JNJJohnson & JohnsonStock3,930$72.9 萬0.1%00.0%不變歷史
HLTHilton Worldwide Holdings Inc.COM2,849$73.9 萬0.1%−131−4.4%減碼歷史
NVONovo Nordisk A SADR13,335$74.0 萬0.1%−3,878−22.5%減碼歷史
ORLYO Reilly Automotive IncStock6,865$74.0 萬0.1%−770−10.1%減碼歷史

2025 年第 2 季之後清倉（13 檔）

2025 年第 2 季季末還持有、這份申報已經沒有的部位。

Marks Group Wealth Management, Inc 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
VRSKVerisk Analytics, Inc.COM11,762$366.4 萬0.3%歷史
iShares Tr464287291GLOBAL TECH ETF36,645$338.4 萬0.3%–
CPCanadian Pacific Kansas City LtdCOM42,133$334.0 萬0.3%歷史
ROLRollins IncCOM29,589$166.9 萬0.2%歷史
JKHYJack Henry & Associates IncStock9,079$163.6 萬0.2%歷史
J P Morgan Exchange Traded F46654Q575MORTGAGE BACKED29,007$145.6 萬0.1%–
DHRDanaher CorpStock5,568$110.0 萬0.1%歷史
SPOTSpotify Technology S.A.Stock1,151$88.3 萬0.1%歷史
Vanguard Morningstar Small-Cap ETF922908751ETF3,322$78.7 萬0.1%–
TRIThomson Reuters CorpCOM NO PAR3,513$70.7 萬0.1%歷史
BF.BBrown Forman CorpStock26,045$70.1 萬0.1%歷史
ACGLArch Capital Group Ltd.Stock3,007$27.4 萬<0.1%歷史
iShares Global Clean Energy ETF464288224ETF15,710$20.6 萬<0.1%–