13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001802473
申报总市值
US$11.5亿
US$11.5亿
293 檔
9.8%
Q2 2025 季度申报显示，Marks Group Wealth Management, Inc 披露的美股组合总市值为 US$11.5亿，涵盖 293 个不同之权益投资仓位。
在 Q2 2025 期间，Marks Group Wealth Management, Inc 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Marks Group Wealth Management, Inc 的前 5 大核心持股（包含 GOOG, ICE, SYK 等）合计占整体申报市值的 9.8%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 293 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.66% | -0.21% | +0.28% | |
| 2 | ICE | Intercontinental Exchange In | 股票-金融 | 2.00% | -0.53% | -1.79% | |
| 3 | SYK | Stryker CORP | 股票-医疗保健 | 1.97% | -0.41% | -0.23% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 1.94% | -0.10% | -0.71% | |
| 5 | RSG | Republic Services Inc | 股票-工业 | 1.91% | -0.55% | -2.39% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 1.84% | -0.14% | -2.26% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.50% | -0.19% | -1.75% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.48% | -0.26% | -1.37% | |
| 9 | FDS | Factset Research Systems Inc | 股票-金融 | 1.39% | -0.19% | +1.73% | |
| 10 | MCO | Moody's CORP | 股票-金融 | 1.32% | +0.02% | NEW | |
| 11 | MSCI | Msci Inc | 股票-金融 | 1.23% | +0.04% | +2.37% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.17% | -1.42% | +46.39% | |
| 13 | ROP | Roper Technologies Inc | 股票-科技 | 1.10% | -0.26% | -0.04% | |
| 14 | CW | Curtiss-wright CORP | 股票-工业 | 1.04% | -0.17% | -17.65% | |
| 15 | EME | Emcor Group Inc | 股票-工业 | 1.01% | -0.19% | -13.55% | |
| 16 | CRM | Salesforce Inc | 股票-科技 | 0.97% | -0.55% | +1.12% | |
| 17 | HON | Honeywell International Inc | 股票-工业 | 0.96% | -0.80% | EXIT | |
| 18 | ETN | Eaton Corporation plc | 股票-工业 | 0.96% | -0.14% | -5.63% | |
| 19 | CACI | Caci International Inc -cl A | 股票-科技 | 0.92% | -0.22% | -11.54% | |
| 20 | PH | Parker Hannifin CORP | 股票-工业 | 0.92% | -0.33% | -3.67% | |
| 21 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.92% | -0.64% | +32.43% | |
| 22 | INTU | Intuit Inc | 股票-科技 | 0.91% | -0.39% | -11.04% | |
| 23 | SPGI | S&p Global Inc | 股票-金融 | 0.91% | -0.01% | +0.34% | |
| 24 | BRO | Brown & Brown Inc | 股票-金融 | 0.91% | -0.18% | +0.91% | |
| 25 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.90% | -0.23% | -5.71% | |
| 26 | NVT | nVent Electric plc | 股票-工业 | 0.90% | -0.07% | -10.55% | |
| 27 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.90% | -0.04% | +1.06% | |
| 28 | ITT | Itt Inc | 股票-工业 | 0.90% | -0.20% | -3.77% | |
| 29 | RBA | Rb Global Inc | 股票-工业 | 0.90% | -0.06% | -3.55% | |
| 30 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.89% | -0.35% | -4.70% | |
| 31 | CPRT | Copart Inc | 股票-工业 | 0.88% | -0.21% | -0.23% | |
| 32 | BR | Broadridge Financial Solutio | 股票-科技 | 0.87% | -0.23% | -2.46% | |
| 33 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.87% | -0.32% | +4.55% | |
| 34 | TXRH | Texas Roadhouse Inc | 股票-周期性消费 | 0.87% | -0.09% | -4.17% | |
| 35 | RMD | Resmed Inc | 股票-医疗保健 | 0.86% | -0.43% | -5.36% | |
| 36 | GWW | Ww Grainger Inc | 股票-工业 | 0.86% | -0.13% | -3.74% | |
| 37 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.86% | -0.12% | -0.13% | |
| 38 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.85% | -0.24% | -2.19% | |
| 39 | AON | Aon plc | 股票-金融 | 0.85% | -0.20% | +1.14% | |
| 40 | GD | General Dynamics CORP | 股票-工业 | 0.85% | -0.20% | -1.16% | |
| 41 | PRI | Primerica Inc | 股票-金融 | 0.85% | -0.16% | +2.00% | |
| 42 | ADP | Automatic Data Processing | 股票-科技 | 0.84% | -0.18% | -2.21% | |
| 43 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.83% | -0.11% | -0.98% | |
| 44 | CI | THE Cigna Group | 股票-医疗保健 | 0.83% | -0.26% | -0.61% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.82% | +0.03% | +449.91% | |
| 46 | CSL | Carlisle Cos Inc | 股票-工业 | 0.82% | -0.16% | -6.75% | |
| 47 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.82% | -0.15% | -0.70% | |
| 48 | AME | Ametek Inc | 股票-工业 | 0.82% | -0.14% | +0.14% | |
| 49 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.82% | -0.25% | +0.04% | |
| 50 | J | Jacobs Solutions Inc | 股票-工业 | 0.80% | -0.25% | -0.52% |
根据 SEC 官方 Form 13F 申报备案，Marks Group Wealth Management, Inc 在 Q2 2025 季度的美股持仓总市值约为 US$11.5亿，共申报了 293 个公开持股仓位。
在 Q2 2025 季度，Marks Group Wealth Management, Inc 按市值排列的前三大核心持股分别为：GOOG (2.7%)、ICE (2.0%)、SYK (2.0%)。其中最大持股仓位 GOOG 占据整体投资组合约 2.7% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
在 Q2 2025 季度中，Marks Group Wealth Management, Inc 的持仓组合维持高度稳定，未出现大规模调仓操作。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。