Marks Wealth, LLC 13F 持仓 · 2026年Q2
Marks Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 19 只证券，申报市值合计 4.62 亿美元。前几大持仓：VLUE（23.42%）、SHV（18.07%）、VGT（12.16%）。本季前 25 大持仓中：新建仓 11 只、增持 3 只、减持 3 只、清仓 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VLUE | ISHARES TR | $108.2M | 23.42% | 541,454 | 增持 |
| 2 | SHV | ISHARES TR | $83.5M | 18.07% | 756,645 | 减持 |
| 3 | VGT | VANGUARD WORLD FD | $56.2M | 12.16% | 469,868 | 新建仓 |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | $45.0M | 9.74% | 569,042 | 增持 |
| 5 | SPMO | INVESCO EXCH TRADED FD TR II | $38.7M | 8.37% | 239,332 | 新建仓 |
| 6 | SOXX | ISHARES TR | $31.3M | 6.78% | 48,876 | 新建仓 |
| 7 | KBWB | INVESCO EXCH TRADED FD TR II | $31.3M | 6.77% | 336,481 | 新建仓 |
| 8 | VIS | VANGUARD WORLD FD | $29.8M | 6.45% | 82,704 | 新建仓 |
| 9 | CIBR | FIRST TR EXCHANGE-TRADED FD | $20.1M | 4.36% | 223,913 | 新建仓 |
| 10 | IEMG | ISHARES INC | $14.3M | 3.10% | 172,980 | 新建仓 |
| 11 | JEPQ | J P MORGAN EXCHANGE TRADED F | $1.3M | 0.29% | 21,671 | 减持 |
| 12 | XLK | SELECT SECTOR SPDR TR | $533,837 | 0.12% | 2,802 | 新建仓 |
| 13 | MAR | MARRIOTT INTL INC NEW | $303,143 | 0.07% | 818 | 持平 |
| 14 | BDX | BECTON DICKINSON & CO | $261,776 | 0.06% | 1,730 | 增持 |
| 15 | AMZN | AMAZON COM INC | $233,573 | 0.05% | 980 | 持平 |
| 16 | BA | BOEING CO | $245,477 | 0.05% | 1,134 | 减持 |
| 17 | GEV | GE VERNOVA INC | $248,053 | 0.05% | 211 | 新建仓 |
| 18 | VBIL | VANGUARD INSTL INDEX FD | $249,895 | 0.05% | 3,302 | 新建仓 |
| 19 | UPS | UNITED PARCEL SVCS INC | $201,885 | 0.04% | 1,878 | 新建仓 |
| 20 | BILS | SPDR SERIES TRUST | $0 | 0.00% | 0 | 清仓 |
| 21 | ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | 清仓 |
| 22 | ILF | ISHARES TR | $0 | 0.00% | 0 | 清仓 |
| 23 | MAGS | LISTED FDS TR | $0 | 0.00% | 0 | 清仓 |
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