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MARK SHEPTOFF FINANCIAL PLANNING, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MARK SHEPTOFF FINANCIAL PLANNING, LLC
报告期 2026-03-31 · CIK 0001607355
持仓数
510
前50大市值合计
$157.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 32
增持 77
减持 27
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
UNH
UNITEDHEALTH GROUP INC
+$3.6M
32,101
+0%
增持
MSFT
MICROSOFT CORP
+$3.2M
57,722
+0%
增持
NEE
NEXTERA ENERGY INC
+$3.0M
200,725
+0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AAPL
APPLE INC
+$2.1M
57,100
+0%
增持
PFE
PFIZER INC
+$2.0M
58,682
+72%
减持
TSLA
TESLA INC
+$1.6M
6,667
-6%
增持
ABT
ABBOTT LABS
+$1.3M
56,625
+0%
减持
PEP
PEPSICO INC
+$1.2M
52,841
-0%
减持
PYPL
PAYPAL HLDGS INC
-$985.0K
13,702
-0%
增持
ABBV
ABBVIE INC
+$958.0K
31,536
+3%
增持
HRL
HORMEL FOODS CORP
+$932.0K
112,490
+1%
增持
VEEV
VEEVA SYS INC
-$847.0K
29,357
+1%
增持
JNJ
JOHNSON & JOHNSON
+$671.0K
42,458
+4%
增持
GD
GENERAL DYNAMICS CORP
+$612.0K
10,690
+30%
增持
—
ZIM INTEGRATED SHIPPING SERV
+$590.0K
26,920
+37%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$542.0K
5,225
增持
AMD
ADVANCED MICRO DEVICES INC
+$499.0K
3,875
+574%
增持
HD
HOME DEPOT INC
+$449.0K
4,790
+2%
增持
SJM
SMUCKER J M CO
+$399.0K
24,488
+0%
增持
COST
COSTCO WHSL CORP NEW
+$369.0K
3,034
+1%
增持
MDLZ
MONDELEZ INTL INC
+$361.0K
44,354
+0%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$356.0K
17,921
+0%
减持
GLW
CORNING INC
-$333.0K
1,800
-84%
清仓
WPC
WP CAREY INC
-$333.0K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$321.0K
7,536
+19%
增持
UPS
UNITED PARCEL SERVICE INC
+$317.0K
7,855
+5%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$291.0K
7,143
+1%
减持
—
DIREXION SHS ETF TR
-$289.0K
4,200
-73%
增持
NVDA
NVIDIA CORPORATION
+$287.0K
3,245
+1%
减持
—
JACOBS ENGR GROUP INC
-$287.0K
800
-73%
增持
MU
MICRON TECHNOLOGY INC
+$270.0K
7,050
+29%
增持
CVS
CVS HEALTH CORP
+$249.0K
10,475
+7%
清仓
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$247.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
+$243.0K
10,647
-1%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$240.0K
22,989
+11%
清仓
SHOP
SHOPIFY INC
-$230.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$225.0K
229
+40%
增持
GVA
GRANITE CONSTR INC
+$223.0K
16,000
+60%
减持
KO
COCA COLA CO
+$195.0K
38,039
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$186.0K
7,446
-0%
减持
STZ
CONSTELLATION BRANDS INC
+$180.0K
10,440
-10%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
+$175.0K
15,121
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$167.0K
2,819
+17%
增持
MRK
MERCK & CO INC
+$155.0K
3,393
+142%
减持
AEP
AMERICAN ELEC PWR CO INC
+$151.0K
20,766
-1%
减持
DT
DYNATRACE INC
-$146.0K
12,712
-1%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$145.0K
0
-100%
清仓
—
SILK RD MED INC
-$140.0K
0
-100%
增持
MCD
MCDONALDS CORP
+$139.0K
2,882
+10%
增持
DHR
DANAHER CORPORATION
+$134.0K
2,894
+8%
增持
REMX
VANECK ETF TRUST
+$130.0K
13,400
+1%
增持
CSX
CSX CORP
+$116.0K
9,151
+20%
增持
QCOM
QUALCOMM INC
+$113.0K
1,299
+34%
增持
—
MEDTRONIC PLC
-$110.0K
5,026
+0%
增持
CL
COLGATE PALMOLIVE CO
+$108.0K
8,540
+4%
减持
—
CERNER CORP
+$107.0K
5,100
-2%
建仓
—
TEXTAINER GROUP HOLDINGS LTD
+$107.0K
3,000
增持
IVV
ISHARES TR
+$98.0K
238
+310%
增持
SPY
SPDR S&P 500 ETF TR
+$90.0K
1,617
+2%
增持
—
EXXON MOBIL CORP
+$82.0K
3,092
+70%
清仓
AXP
AMERICAN EXPRESS CO
-$75.0K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$75.0K
4,100
-19%
增持
LLY
LILLY ELI & CO
+$70.0K
1,510
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$69.0K
4,718
+8%
增持
UNP
UNION PAC CORP
+$65.0K
470
+74%
增持
LOW
LOWES COS INC
+$64.0K
1,081
+2%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$63.0K
5,450
+10%
清仓
ETSY
ETSY INC
-$62.0K
0
-100%
增持
JEF
JEFFERIES FINL GROUP INC
+$61.0K
2,900
+107%
清仓
—
ASML HOLDING N V
-$60.0K
0
-100%
建仓
TSCO
TRACTOR SUPPLY CO
+$60.0K
250
减持
IWM
ISHARES TR
-$52.0K
13
-95%
减持
MRNA
MODERNA INC
-$52.0K
25
-83%
增持
DIS
DISNEY WALT CO
-$49.0K
3,872
+1%
清仓
—
INMODE LTD
-$48.0K
0
-100%
增持
OKE
ONEOK INC NEW
+$47.0K
1,313
+150%
增持
WM
WASTE MGMT INC DEL
+$45.0K
1,700
+6%
减持
WMT
WALMART INC
-$45.0K
6,402
-8%
建仓
U
UNITY SOFTWARE INC
+$43.0K
300
建仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$43.0K
1,000
建仓
AVTR
AVANTOR INC
+$42.0K
1,000
增持
PLD
PROLOGIS INC.
+$42.0K
390
+105%
建仓
VMC
VULCAN MATLS CO
+$42.0K
200
增持
—
ARISTA NETWORKS INC
+$41.0K
400
+700%
增持
—
EVOQUA WATER TECHNOLOGIES CO
+$40.0K
1,100
+267%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$39.0K
1,551
+7%
增持
MRSH
MARSH & MCLENNAN COS INC
+$38.0K
1,609
+1%
增持
DEO
DIAGEO PLC
+$38.0K
1,227
+2%
建仓
—
ALKERMES PLC
+$38.0K
1,650
增持
—
APTIV PLC
+$37.0K
500
+67%
建仓
—
ENCORE WIRE CORP
+$36.0K
250
增持
KMB
KIMBERLY-CLARK CORP
+$33.0K
3,074
+0%
减持
ENS
ENERSYS
-$33.0K
1,725
-24%
增持
HON
HONEYWELL INTL INC
-$32.0K
8,650
+0%
增持
V
VISA INC
+$31.0K
10,524
+4%
建仓
RBLX
ROBLOX CORP
+$31.0K
300
建仓
CPK
CHESAPEAKE UTILS CORP
+$30.0K
206
增持
EOG
EOG RES INC
+$30.0K
1,600
+14%
增持
TTC
TORO CO
+$27.0K
9,818
+0%
增持
AMT
AMERICAN TOWER CORP NEW
+$27.0K
273
+37%
减持
CSCO
CISCO SYS INC
+$27.0K
4,300
-4%
建仓
—
TECNOGLASS INC
+$26.0K
1,000
增持
CSL
CARLISLE COS INC
+$25.0K
501
+0%
建仓
QUAL
ISHARES TR
+$24.0K
166
清仓
PTC
PTC INC
-$24.0K
0
-100%
增持
—
DUPONT DE NEMOURS INC
+$24.0K
484
+5%
减持
BA
BOEING CO
-$23.0K
476
-10%
减持
AMAT
APPLIED MATLS INC
-$23.0K
100
-67%
增持
T
AT&T INC
-$23.0K
11,549
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
-$22.0K
20,152
+2%
建仓
—
WOLFSPEED INC
+$22.0K
200
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$22.0K
2,277
+12%
减持
MA
MASTERCARD INCORPORATED
-$21.0K
1,140
-8%
建仓
ABBNY
ABB LTD
+$19.0K
500
建仓
MO
ALTRIA GROUP INC
+$19.0K
391
减持
BYND
BEYOND MEAT INC
-$19.0K
200
-33%
清仓
ACM
AECOM
-$19.0K
0
-100%
清仓
NIO
NIO INC
-$18.0K
0
-100%
建仓
KOMP
SPDR SER TR
+$18.0K
300
清仓
—
CONTANGO OIL & GAS CO
-$18.0K
0
-100%
建仓
NUE
NUCOR CORP
+$17.0K
150
增持
CAT
CATERPILLAR INC
+$17.0K
132
+154%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$17.0K
200
建仓
—
LUMINAR TECHNOLOGIES INC
+$17.0K
1,000
增持
—
LYONDELLBASELL INDUSTRIES N
+$16.0K
1,475
+16%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$15.0K
2,479
+5%
建仓
—
NOVOCURE LTD
+$15.0K
200
建仓
METV
LISTED FD TR
+$15.0K
1,000
增持
GNRC
GENERAC HLDGS INC
+$15.0K
100
+100%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$14.0K
620
增持
OTIS
OTIS WORLDWIDE CORP
+$14.0K
1,830
+4%
减持
EA
ELECTRONIC ARTS INC
-$13.0K
420
-13%
建仓
WFC
WELLS FARGO CO NEW
+$13.0K
276
减持
SO
SOUTHERN CO
+$13.0K
6,175
-7%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$13.0K
300
+50%
增持
CARR
CARRIER GLOBAL CORPORATION
+$12.0K
2,280
+6%
建仓
IJR
ISHARES TR
+$12.0K
109
建仓
RDNW
RUMBLEON INC
+$12.0K
300
建仓
ZG
ZILLOW GROUP INC
+$12.0K
200
建仓
IWF
ISHARES TR
+$11.0K
36
建仓
SGC
SUPERIOR GROUP OF CO INC
+$11.0K
500
减持
—
CANOPY GROWTH CORP
-$11.0K
150
-82%
建仓
CRGY
CRESCENT ENERGY COMPANY
+$10.0K
800
减持
MMM
3M CO
-$10.0K
3,142
-3%
增持
GIS
GENERAL MLS INC
+$10.0K
339
+60%
增持
VTV
VANGUARD INDEX FDS
+$9.0K
158
+48%
清仓
BUG
GLOBAL X FDS
-$9.0K
0
-100%
建仓
EOS
EATON VANCE ENHANCED EQUITY
+$9.0K
362
增持
—
CHUBB LIMITED
+$9.0K
374
+4%
建仓
—
FORESIGHT AUTONOMOUS HLDGS L
+$9.0K
5,000
