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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 21
增持 33
减持 69
清仓 27
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$2.5M
54,735
-5%
减持
PFE
PFIZER INC
-$1.9M
29,900
-49%
减持
NEE
NEXTERA ENERGY INC
-$1.9M
198,641
-1%
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
VRTX
VERTEX PHARMACEUTICALS INC
+$1.7M
12,493
+75%
减持
TSLA
TESLA INC
-$1.5M
5,162
-23%
减持
VEEV
VEEVA SYS INC
-$1.3M
29,182
-1%
减持
ABT
ABBOTT LABS
-$1.3M
56,525
-0%
建仓
—
MARATHON OIL CORP
+$1.0M
40,701
减持
PYPL
PAYPAL HLDGS INC
-$1.0M
13,547
-1%
建仓
DVN
DEVON ENERGY CORP NEW
+$938.0K
15,856
减持
ABBV
ABBVIE INC
+$826.0K
31,438
-0%
建仓
BKR
BAKER HUGHES COMPANY
+$786.0K
21,600
减持
HD
HOME DEPOT INC
-$704.0K
4,289
-10%
增持
—
ZIM INTEGRATED SHIPPING SERV
+$654.0K
30,800
+14%
清仓
GVA
GRANITE CONSTR INC
-$619.0K
0
-100%
减持
NEO
NEOGENOMICS INC
-$567.0K
1,300
-92%
增持
HRL
HORMEL FOODS CORP
+$554.0K
117,291
+4%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$501.0K
17,420
-3%
减持
PG
PROCTER AND GAMBLE CO
-$479.0K
8,263
-22%
建仓
CLM
CORNERSTONE STRATEGIC VALUE
+$442.0K
31,350
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$398.0K
5,563
+21%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$380.0K
5,817
+155%
减持
PEP
PEPSICO INC
-$335.0K
52,837
-0%
增持
AMZN
AMAZON COM INC
+$335.0K
337
+47%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$328.0K
7,236
-3%
减持
GD
GENERAL DYNAMICS CORP
-$318.0K
7,918
-26%
建仓
—
RADA ELECTR INDS LTD
+$316.0K
22,700
增持
AEP
AMERICAN ELEC PWR CO INC
+$294.0K
21,470
+3%
减持
NVDA
NVIDIA CORPORATION
-$272.0K
2,500
-23%
减持
EL
LAUDER ESTEE COS INC
-$260.0K
2,280
-4%
减持
HON
HONEYWELL INTL INC
-$248.0K
7,995
-8%
减持
STZ
CONSTELLATION BRANDS INC
-$239.0K
10,340
-1%
增持
GOOG
ALPHABET INC
+$222.0K
242
+54%
减持
AMD
ADVANCED MICRO DEVICES INC
-$217.0K
3,117
-20%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$204.0K
501
-68%
减持
LMT
LOCKHEED MARTIN CORP
+$198.0K
2,719
-4%
减持
DT
DYNATRACE INC
-$197.0K
12,112
-5%
清仓
DDOG
DATADOG INC
-$196.0K
0
-100%
建仓
ALLY
ALLY FINL INC
+$189.0K
4,350
增持
KO
COCA COLA CO
+$181.0K
39,239
+3%
减持
MDLZ
MONDELEZ INTL INC
-$163.0K
44,255
-0%
增持
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$156.0K
4,100
+310%
减持
UNH
UNITEDHEALTH GROUP INC
-$155.0K
31,304
-2%
增持
CGW
INVESCO EXCH TRADED FD TR II
-$153.0K
23,683
+3%
减持
ATKR
ATKORE INC
-$146.0K
5,775
-10%
减持
CDXS
CODEXIS INC
-$145.0K
10,100
-11%
减持
VCYT
VERACYTE INC
-$142.0K
1,950
-59%
清仓
AVGO
BROADCOM INC
-$140.0K
0
-100%
建仓
—
GOLDEN OCEAN GROUP LTD
+$139.0K
11,200
增持
TTC
TORO CO
-$139.0K
9,848
+0%
减持
META
META PLATFORMS INC
-$138.0K
476
-34%
减持
CSL
CARLISLE COS INC
-$124.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$123.0K
2,630
-9%
增持
FDX
FEDEX CORP
+$114.0K
550
+1000%
清仓
JEF
JEFFERIES FINL GROUP INC
-$113.0K
0
-100%
清仓
IJS
ISHARES TR
-$112.0K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$112.0K
7,000
-1%
增持
SJM
SMUCKER J M CO
+$112.0K
25,390
+4%
清仓
—
JACOBS ENGR GROUP INC
-$111.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$108.0K
754
-50%
减持
QCOM
QUALCOMM INC
-$104.0K
880
-32%
增持
TIP
ISHARES TR
+$100.0K
816
+5000%
减持
—
CERNER CORP
-$100.0K
4,000
-22%
建仓
MTDR
MATADOR RES CO
+$98.0K
1,850
减持
CL
COLGATE PALMOLIVE CO
-$95.0K
8,360
-2%
增持
AAPL
APPLE INC
-$91.0K
57,544
+1%
清仓
MHO
M/I HOMES INC
-$88.0K
0
-100%
增持
CVS
CVS HEALTH CORP
+$88.0K
11,555
+10%
减持
ES
EVERSOURCE ENERGY
-$76.0K
288
-74%
减持
UPS
UNITED PARCEL SERVICE INC
-$74.0K
7,506
-4%
减持
RYAN
RYAN SPECIALTY GROUP HLDGS I
-$73.0K
33,550
-1%
清仓
ISRG
INTUITIVE SURGICAL INC
-$72.0K
0
-100%
建仓
ETR
ENTERGY CORP NEW
+$70.0K
600
增持
DUK
DUKE ENERGY CORP NEW
+$65.0K
5,018
+6%
减持
GOOGL
ALPHABET INC
-$65.0K
64
-24%
清仓
—
XILINX INC
-$64.0K
0
-100%
建仓
VB
VANGUARD INDEX FDS
+$64.0K
300
减持
JNJ
JOHNSON & JOHNSON
+$63.0K
41,334
-3%
建仓
—
PASITHEA THERAPEUTICS CORP
+$62.0K
48,000
增持
SO
SOUTHERN CO
+$61.0K
6,675
+8%
增持
—
MEDTRONIC PLC
+$60.0K
5,226
+4%
清仓
AR
ANTERO RESOURCES CORP
-$60.0K
0
-100%
清仓
TSCO
TRACTOR SUPPLY CO
-$60.0K
0
-100%
清仓
—
ARISTA NETWORKS INC
-$58.0K
0
-100%
清仓
XME
SPDR SER TR
-$57.0K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$55.0K
2,879
+16%
建仓
ALB
ALBEMARLE CORP
+$55.0K
250
增持
PSI
INVESCO EXCHANGE TRADED FD T
-$55.0K
2,975
+3%
建仓
AGG
ISHARES TR
+$54.0K
500
增持
WMT
WALMART INC
+$50.0K
6,552
+2%
建仓
ZS
ZSCALER INC
+$48.0K
200
建仓
NET
CLOUDFLARE INC
+$47.0K
395
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$46.0K
1,000
减持
—
APTIV PLC
-$46.0K
300
-40%
增持
PSX
PHILLIPS 66
+$45.0K
870
+107%
建仓
CWST
CASELLA WASTE SYS INC
+$44.0K
500
减持
CSCO
CISCO SYS INC
-$43.0K
4,100
-5%
减持
SQ
BLOCK INC
-$43.0K
200
-54%
减持
BX
BLACKSTONE INC
-$43.0K
5,600
-4%
清仓
VMC
VULCAN MATLS CO
-$42.0K
0
-100%
建仓
FANG
DIAMONDBACK ENERGY INC
+$41.0K
301
减持
ROKU
ROKU INC
-$41.0K
200
-31%
减持
JBL
JABIL INC
-$40.0K
3,900
-3%
清仓
MPC
MARATHON PETE CORP
-$40.0K
0
-100%
建仓
—
TRITON INTL LTD
+$39.0K
550
减持
WM
WASTE MGMT INC DEL
-$38.0K
1,550
-9%
清仓
ARCC
ARES CAPITAL CORP
-$36.0K
0
-100%
清仓
—
ENCORE WIRE CORP
-$36.0K
0
-100%
减持
V
VISA INC
-$36.0K
10,124
-4%
增持
KMB
KIMBERLY-CLARK CORP
-$36.0K
3,274
+7%
清仓
ABR
ARBOR REALTY TRUST INC
-$36.0K
0
-100%
增持
BA
BOEING CO
+$36.0K
676
+42%
减持
AX
AXOS FINANCIAL INC
-$35.0K
700
-42%
减持
PLD
PROLOGIS INC.
-$35.0K
190
-51%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$34.0K
105
-28%
减持
NVS
NOVARTIS AG
-$34.0K
5,016
-7%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$34.0K
0
-100%
增持
ADI
ANALOG DEVICES INC
+$33.0K
209
+2222%
增持
NKE
NIKE INC
+$33.0K
254
+6250%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$32.0K
210
-32%
清仓
RBLX
ROBLOX CORP
-$31.0K
0
-100%
减持
—
TEXTAINER GROUP HOLDINGS LTD
-$31.0K
2,002
-33%
建仓
SLF
SUN LIFE FINANCIAL INC.
+$30.0K
530
减持
UNP
UNION PAC CORP
-$30.0K
320
-32%
清仓
—
STORE CAP CORP
-$29.0K
0
-100%
减持
U
UNITY SOFTWARE INC
-$28.0K
150
-50%
增持
CTVA
CORTEVA INC
+$28.0K
2,588
+1%
清仓
—
TECNOGLASS INC
-$26.0K
0
-100%
减持
DEO
DIAGEO PLC
-$26.0K
1,200
-2%
清仓
MGY
MAGNOLIA OIL & GAS CORP
-$26.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$25.0K
2,457
+26%
减持
EOG
EOG RES INC
+$25.0K
1,400
-13%
减持
AVTR
AVANTOR INC
-$25.0K
500
-50%
减持
CMCSA
COMCAST CORP NEW
-$24.0K
3,885
-5%
减持
CARR
CARRIER GLOBAL CORPORATION
-$24.0K
2,180
-4%
减持
PWR
QUANTA SVCS INC
+$23.0K
2,050
-5%
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$23.0K
15,026
-1%
增持
INTC
INTEL CORP
+$23.0K
4,122
+17%
减持
MRK
MERCK & CO INC
-$23.0K
2,893
-15%
清仓
—
WOLFSPEED INC
-$22.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$22.0K
1,085
-5%
建仓
EXE
CHESAPEAKE ENERGY CORP
+$22.0K
250
清仓
SAR
SARATOGA INVT CORP
-$21.0K
0
-100%
增持
OKE
ONEOK INC NEW
+$21.0K
1,388
+6%
减持
—
ALKERMES PLC
-$21.0K
650
-61%
减持
XLU
SELECT SECTOR SPDR TR
-$20.0K
730
-29%
减持
CVX
CHEVRON CORP NEW
+$19.0K
600
-10%
清仓
TTD
THE TRADE DESK INC
-$19.0K
0
-100%
清仓
ABBNY
ABB LTD
-$19.0K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$19.0K
7,861
+4%
