Marks Group Wealth Management, Inc 13F 持仓 · 2026年Q2
Marks Group Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 350 只证券，申报市值合计 11.48 亿美元。前几大持仓：SPYM（8.57%）、IVW（3.37%）、EFG（3.22%）。本季前 25 大持仓中：新建仓 3 只、增持 11 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $98.3M | 8.57% | 1.1M | 增持 |
| 2 | IVW | ISHARES TR | $38.6M | 3.37% | 280,897 | 增持 |
| 3 | EFG | ISHARES TR | $36.9M | 3.22% | 296,920 | 增持 |
| 4 | AAPL | APPLE INC | $30.1M | 2.62% | 104,089 | 减持 |
| 5 | PVAL | PUTNAM ETF TRUST | $29.7M | 2.58% | 582,267 | 增持 |
| 6 | BAI | BLACKROCK ETF TRUST | $27.1M | 2.36% | 514,468 | 增持 |
| 7 | DYNF | BLACKROCK ETF TRUST | $24.8M | 2.16% | 364,029 | 增持 |
| 8 | GOOG | ALPHABET INC | $22.3M | 1.94% | 62,992 | 减持 |
| 9 | EFV | ISHARES TR | $20.5M | 1.78% | 267,272 | 减持 |
| 10 | IEMG | ISHARES INC | $19.7M | 1.71% | 237,380 | 减持 |
| 11 | FDMO | FIDELITY COVINGTON TRUST | $17.0M | 1.48% | 172,437 | 增持 |
| 12 | JQUA | J P MORGAN EXCHANGE TRADED F | $16.3M | 1.42% | 224,884 | 增持 |
| 13 | IDHQ | INVESCO EXCH TRADED FD TR II | $14.1M | 1.23% | 322,617 | 新建仓 |
| 14 | BLCR | BLACKROCK ETF TRUST | $13.2M | 1.15% | 262,154 | 增持 |
| 15 | CORO | BLACKROCK ETF TRUST | $13.0M | 1.13% | 354,960 | 新建仓 |
| 16 | NVDA | NVIDIA CORPORATION | $13.0M | 1.13% | 65,083 | 减持 |
| 17 | ECOW | PACER FDS TR | $12.8M | 1.11% | 481,889 | 增持 |
| 18 | MSFT | MICROSOFT CORP | $12.7M | 1.10% | 33,921 | 减持 |
| 19 | META | META PLATFORMS INC | $11.5M | 1.00% | 20,439 | 减持 |
| 20 | AMZN | AMAZON COM INC | $11.3M | 0.98% | 47,402 | 减持 |
| 21 | SHLD | GLOBAL X FDS | $11.2M | 0.97% | 187,085 | 新建仓 |
| 22 | UNH | UNITEDHEALTH GROUP INC | $9.9M | 0.86% | 23,818 | 减持 |
| 23 | VOO | VANGUARD INDEX FDS | $9.8M | 0.85% | 14,212 | 增持 |
| 24 | RSG | REPUBLIC SVCS INC | $8.6M | 0.75% | 40,551 | 减持 |
| 25 | GE | GE AEROSPACE | $8.4M | 0.73% | 22,482 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR