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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

2026 年第 1 季持倉

持倉截至 2026/3/31，2026/5/5 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
337
較 2025 年第 4 季 +5
總值
$10.4 億
較 2025 年第 4 季 −$731.8 萬 (−0.7%)
申報日
2026/5/5
SEC
Marks Group Wealth Management, Inc 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
SNBRQSleep Number CorpCOM15,000$2.69 萬<0.1%+5,000+50.0%加碼歷史
OBEObsidian Energy Ltd.COM10,000$9.47 萬<0.1%00.0%不變歷史
CCCCCC Intelligent Solutions Holdings Inc.COM16,556$9.93 萬<0.1%+1,419+9.4%加碼歷史
FTREFortrea Holdings Inc.COMMON STOCK15,000$14.1 萬<0.1%00.0%不變歷史
iShares Tr464287689RUSSELL 3000 ETF545$20.2 萬<0.1%00.0%不變–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR5,710$20.2 萬<0.1%+5,710新進歷史
BSXBoston Scientific CorpStock3,231$20.3 萬<0.1%+139+4.5%加碼歷史
HHyatt Hotels CorpCOM CL A1,430$20.6 萬<0.1%+1,430新進歷史
iShares Tr464287622RUS 1000 ETF583$20.8 萬<0.1%00.0%不變–
LITELumentum Holdings Inc.COM300$21.1 萬<0.1%+300新進歷史
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF2,322$21.2 萬<0.1%00.0%不變–
NTAPNetApp, Inc.Stock2,110$21.6 萬<0.1%00.0%不變歷史
HWMHowmet Aerospace Inc.Stock941$21.7 萬<0.1%+941新進歷史
CSGPCostar Group, Inc.COM5,465$22.0 萬<0.1%−722−11.7%減碼歷史
LENLennar CorpCL A2,602$22.6 萬<0.1%+389+17.6%加碼歷史
FWONKLiberty Media CorpCOM LBTY ONE S C2,693$22.9 萬<0.1%+583+27.6%加碼歷史
MRVLMarvell Technology, Inc.COM2,335$23.1 萬<0.1%−75−3.1%減碼歷史
CCitigroup IncStock2,058$23.3 萬<0.1%−25−1.2%減碼歷史
NFLXNetflix IncStock2,489$23.9 萬<0.1%−494−16.6%減碼歷史
GLDMWorld Gold TrustSPDR GLD MINIS2,649$24.6 萬<0.1%+2,649新進歷史
WDSWoodside Energy Group LtdADR10,294$24.6 萬<0.1%+10,294新進歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW1,486$24.7 萬<0.1%+15+1.0%加碼歷史
NVSNovartis AGADR1,618$24.7 萬<0.1%−178−9.9%減碼歷史
TYLTyler Technologies IncCOM727$24.9 萬<0.1%−64−8.1%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF1,890$25.1 萬<0.1%00.0%不變–
Vanguard World FD921910733ESG US STK ETF2,289$25.7 萬<0.1%+2,289新進–
State Street Financial Select Sector SPDR ETF81369Y605ETF5,275$26.0 萬<0.1%+5,275新進–
NRGNRG Energy, Inc.Stock1,807$26.4 萬<0.1%00.0%不變歷史
GXOGXO Logistics, Inc.Stock5,100$26.4 萬<0.1%00.0%不變歷史
AXPAmerican Express CoStock875$26.5 萬<0.1%+151+20.9%加碼歷史
NICENICE Ltd.SPONSORED ADR2,403$26.5 萬<0.1%−21−0.9%減碼歷史
MARMarriott International IncStock812$26.6 萬<0.1%−129−13.7%減碼歷史
ENTGEntegris IncCOM2,271$26.6 萬<0.1%−442−16.3%減碼歷史
SCIService Corp InternationalCOM3,273$27.0 萬<0.1%+461+16.4%加碼歷史
MSMorgan StanleyStock1,662$27.3 萬<0.1%+4+0.2%加碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR12,708$27.5 萬<0.1%−3,439−21.3%減碼歷史
GILDGilead Sciences, Inc.Stock2,000$27.9 萬<0.1%−1,154−36.6%減碼歷史
BAPCredicorp LtdCOM822$27.9 萬<0.1%−2−0.2%減碼歷史
FCXFreeport-McMoran IncStock4,760$28.0 萬<0.1%−353−6.9%減碼歷史
iShares Tr46435U713US INFRASTRUC4,924$28.2 萬<0.1%00.0%不變–
MCDMcDonalds CorpStock908$28.2 萬<0.1%−300−24.8%減碼歷史
VEEVVeeva Systems IncStock1,622$28.5 萬<0.1%−272−14.4%減碼歷史
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE2,520$29.0 萬<0.1%00.0%不變–
INTCIntel CorpStock6,600$29.1 萬<0.1%−2,029−23.5%減碼歷史
MFCManulife Financial CorpCOM8,647$29.8 萬<0.1%−102−1.2%減碼歷史
MSCIMSCI Inc.Stock555$29.9 萬<0.1%−9,173−94.3%減碼歷史
MRKMerck & Co., Inc.Stock2,546$30.6 萬<0.1%00.0%不變歷史
BNTXBioNTech SESPONSORED ADS3,454$30.7 萬<0.1%+476+16.0%加碼歷史
HLNHaleon plcADR30,787$30.8 萬<0.1%−350−1.1%減碼歷史
HDBHDFC Bank LtdSPONSORED ADS12,806$31.9 萬<0.1%+8+0.1%加碼歷史
LPLALPL Financial Holdings Inc.COM1,082$32.5 萬<0.1%+289+36.4%加碼歷史
ABBVAbbVie Inc.Stock1,501$32.6 萬<0.1%00.0%不變歷史
AURAurora Innovation, Inc.CLASS A COM80,695$33.2 萬<0.1%+11,641+16.9%加碼歷史
KYMRKymera Therapeutics, Inc.COM4,003$33.3 萬<0.1%+4,003新進歷史
NXPINXP Semiconductors N.V.COM1,700$33.5 萬<0.1%00.0%不變歷史
APOGApogee Enterprises, Inc.COM10,000$33.5 萬<0.1%00.0%不變歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF5,554$34.0 萬<0.1%−328−5.6%減碼–
SCHWSchwab Charles CorpStock3,669$34.5 萬<0.1%−50−1.3%減碼歷史
CMGChipotle Mexican Grill IncCOM10,844$34.7 萬<0.1%+1,104+11.3%加碼歷史
Strategic Trust48817R870RUNNING GWTH ETF10,851$35.0 萬<0.1%+1,113+11.4%加碼–
ACLXArcellx, Inc.COMMON STOCK3,180$36.5 萬<0.1%−1,344−29.7%減碼歷史
BACBank of America CorpStock7,675$37.4 萬<0.1%+650+9.3%加碼歷史
SPXCSPX Technologies, Inc.COM1,883$37.6 萬<0.1%+1,883新進歷史
Legg Mason ETF Invt52468L505FRANKLIN INTL LW9,310$37.7 萬<0.1%00.0%不變–
WCNWaste Connections, Inc.COM2,324$37.8 萬<0.1%+160+7.4%加碼歷史
PCVXVaxcyte, Inc.COM6,558$38.1 萬<0.1%+6,558新進歷史
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF6,006$38.4 萬<0.1%00.0%不變–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF9,406$38.4 萬<0.1%00.0%不變–
SPGIS&P Global Inc.Stock915$38.9 萬<0.1%−6,128−87.0%減碼歷史
MSIMotorola Solutions, Inc.Stock911$39.5 萬<0.1%−66−6.8%減碼歷史
BIPCBrookfield Infrastructure CorpCOM SUB VTG A10,064$39.8 萬<0.1%00.0%不變歷史
VLTOVeralto CorpStock4,544$40.2 萬<0.1%+581+14.7%加碼歷史
FITBFifth Third BancorpCOM8,665$40.3 萬<0.1%00.0%不變歷史
WMTWalmart Inc.Stock3,255$40.5 萬<0.1%−600−15.6%減碼歷史
HDHome Depot, Inc.Stock1,270$41.8 萬<0.1%+29+2.3%加碼歷史
CSCOCisco Systems, Inc.Stock5,408$42.0 萬<0.1%00.0%不變歷史
UPSUnited Parcel Service IncStock4,319$42.5 萬<0.1%00.0%不變歷史
EFXEquifax IncCOM2,463$44.4 萬<0.1%+2,463新進歷史
USFDUS Foods Holding Corp.COM4,813$44.4 萬<0.1%+4,813新進歷史
First Tr Exchange-Traded FD33737K205INDXX NEXTG ETF4,000$44.8 萬<0.1%00.0%不變–
FMXMexican Economic Development IncSPON ADR UNITS4,037$44.8 萬<0.1%−15−0.4%減碼歷史
MELIMercadolibre IncCOM262$45.3 萬<0.1%+4+1.6%加碼歷史
UFPIUfp Industries IncCOM5,000$46.1 萬<0.1%00.0%不變歷史
Schwab US Aggregate Bond ETF808524839ETF20,124$46.7 萬<0.1%+20,124新進–
MLMMartin Marietta Materials IncCOM795$46.8 萬<0.1%−10−1.2%減碼歷史
PEPPepsiCo IncStock3,075$47.8 萬<0.1%−60−1.9%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF1,123$47.9 萬<0.1%00.0%不變–
DASHDoorDash, Inc.Stock3,193$47.9 萬<0.1%+1,786+126.9%加碼歷史
PGProcter & Gamble CoStock3,330$48.1 萬<0.1%+42+1.3%加碼歷史
ERASErasca, Inc.COM29,879$48.3 萬<0.1%+29,879新進歷史
IXOrix CorpSPONSORED ADR16,124$48.4 萬<0.1%+16,124新進歷史
GLDSPDR Gold TrustETF1,141$49.1 萬<0.1%−300−20.8%減碼歷史
WTWWillis Towers Watson PLCSHS1,700$49.4 萬<0.1%−2,441−58.9%減碼歷史
KKRKKR & Co. Inc.COM5,493$50.8 萬<0.1%−7,338−57.2%減碼歷史
TSLATesla, Inc.Stock1,367$50.8 萬<0.1%−145−9.6%減碼歷史
SPOTSpotify Technology S.A.Stock1,051$51.0 萬<0.1%+1,051新進歷史
FIXComfort Systems USA IncCOM374$51.6 萬<0.1%+13+3.6%加碼歷史
SCOProShares Trust IIULSHT BLOOMB OIL63,500$52.8 萬0.1%+63,500新進歷史
Amplify ETF Tr032108557ETHO CLI LEA ETF8,090$53.5 萬0.1%00.0%不變–
GISGeneral Mills IncStock14,409$53.6 萬0.1%+837+6.2%加碼歷史

2025 年第 4 季之後清倉（25 檔）

2025 年第 4 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 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
MCOMoodys CorpStock10,989$561.4 萬0.5%歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT7,145$136.9 萬0.1%–
RELXRELX PLCSPONSORED ADR25,971$105.0 萬0.1%歷史
ARGXArgenx SESPONSORED ADR1,219$102.5 萬0.1%歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF15,045$101.0 萬0.1%–
CHKPCheck Point Software Technologies LtdORD4,981$92.4 萬0.1%歷史
CLSCelestica IncStock2,731$80.7 萬0.1%歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 5013,099$77.7 萬0.1%–
RACEFerrari N.V.COM2,047$75.6 萬0.1%歷史
LINLinde PLCStock1,571$67.0 萬0.1%歷史
SHOPShopify Inc.Stock4,104$66.1 萬0.1%歷史
APHAmphenol CorpCL A4,819$65.1 萬0.1%歷史
MCKMcKesson CorpStock742$60.9 萬0.1%歷史
Victory Portfolios II92647N527CORE BD ETF9,379$44.4 萬<0.1%–
FTVFortive CorpStock7,416$40.9 萬<0.1%歷史
LMTLockheed Martin CorpStock828$40.0 萬<0.1%歷史
EXPDExpeditors International of Washington IncCOM1,985$29.6 萬<0.1%歷史
ZLABZai Lab LtdADR16,278$28.7 萬<0.1%歷史
NTESNetEase, Inc.SPONSORED ADS1,798$24.7 萬<0.1%歷史
ARESAres Management CorpCL A COM STK1,522$24.6 萬<0.1%歷史
CVLTCommvault Systems IncCOM1,931$24.2 萬<0.1%歷史
DPZDominos Pizza IncCOM579$24.1 萬<0.1%歷史
iShares Tr464288760US AER DEF ETF988$21.2 萬<0.1%–
TAT&T Inc.Stock8,141$20.2 萬<0.1%歷史
MFGMizuho Financial Group IncSPONSORED ADR10,494$7.68 萬<0.1%歷史