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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 10
增持 34
减持 68
清仓 38
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$3.0M
54,036
-1%
减持
AAPL
APPLE INC
-$2.2M
57,297
-0%
减持
TSLA
TESLA INC
-$2.1M
5,142
-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。
减持
NEE
NEXTERA ENERGY INC
-$1.5M
198,059
-0%
减持
CGW
INVESCO EXCH TRADED FD TR II
-$1.2M
200
-99%
增持
T
AT&T INC
+$1.2M
71,070
+494%
增持
MRK
MERCK & CO INC
+$979.0K
13,333
+361%
减持
PYPL
PAYPAL HLDGS INC
-$817.0K
10,742
-21%
减持
WMT
WALMART INC
-$780.0K
1,612
-75%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$721.0K
3,862
-51%
减持
ABT
ABBOTT LABS
-$706.0K
55,075
-3%
增持
—
ZIM INTEGRATED SHIPPING SERV
-$654.0K
33,551
+9%
建仓
SHEL
SHELL PLC
+$638.0K
12,200
减持
PEP
PEPSICO INC
-$615.0K
49,378
-7%
增持
—
DIREXION SHS ETF TR
+$577.0K
24,200
+476%
清仓
ATKR
ATKORE INC
-$568.0K
0
-100%
减持
VEEV
VEEVA SYS INC
-$560.0K
28,477
-2%
减持
HRL
HORMEL FOODS CORP
-$547.0K
116,090
-1%
增持
AMZN
AMAZON COM INC
-$512.0K
5,530
+1541%
清仓
CLM
CORNERSTONE STRATEGIC VALUE
-$442.0K
0
-100%
清仓
TGT
TARGET CORP
-$419.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$402.0K
1,850
-26%
清仓
—
CERNER CORP
-$374.0K
0
-100%
减持
GOOG
ALPHABET INC
-$365.0K
142
-41%
减持
PSI
INVESCO EXCHANGE TRADED FD T
-$359.0K
275
-91%
减持
ABBV
ABBVIE INC
-$353.0K
30,970
-1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$338.0K
9,513
+64%
减持
V
VISA INC
-$330.0K
9,724
-4%
减持
COST
COSTCO WHSL CORP NEW
-$305.0K
3,009
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$301.0K
517
-83%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$300.0K
17,370
-0%
减持
HON
HONEYWELL INTL INC
-$278.0K
7,355
-8%
减持
UPS
UNITED PARCEL SERVICE INC
-$258.0K
7,406
-1%
减持
DIS
DISNEY WALT CO
-$241.0K
3,072
-21%
减持
BKR
BAKER HUGHES COMPANY
-$229.0K
19,300
-11%
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$224.0K
13,870
-8%
清仓
SOXX
ISHARES TR
-$213.0K
0
-100%
减持
BX
BLACKSTONE INC
-$209.0K
5,500
-2%
减持
—
RADA ELECTR INDS LTD
-$208.0K
11,700
-48%
减持
CDXS
CODEXIS INC
-$203.0K
500
-95%
减持
JBL
JABIL INC
-$200.0K
800
-79%
减持
SJM
SMUCKER J M CO
-$197.0K
25,316
-0%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$172.0K
12,180
-3%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$167.0K
3,725
-29%
建仓
DXCM
DEXCOM INC
+$151.0K
2,020
增持
GD
GENERAL DYNAMICS CORP
-$151.0K
7,949
+0%
减持
EL
LAUDER ESTEE COS INC
-$142.0K
1,880
-18%
增持
VZ
VERIZON COMMUNICATIONS INC
+$136.0K
23,144
+13%
减持
CVS
CVS HEALTH CORP
-$135.0K
11,155
-3%
减持
SPY
SPDR S&P 500 ETF TR
-$134.0K
1,581
-2%
减持
—
MEDTRONIC PLC
-$129.0K
5,027
-4%
减持
FDX
FEDEX CORP
-$116.0K
50
-91%
减持
DT
DYNATRACE INC
-$96.0K
12,012
-1%
增持
TTC
TORO CO
-$93.0K
9,883
+0%
减持
AEP
AMERICAN ELEC PWR CO INC
-$91.0K
21,374
-0%
建仓
—
BUNGE LIMITED
+$88.0K
975
清仓
—
ALCON AG
-$88.0K
0
-100%
增持
HPQ
HP INC
+$85.0K
2,625
+10400%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$82.0K
8,160
-5%
增持
HD
HOME DEPOT INC
-$80.0K
4,389
+2%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$80.0K
201
-60%
减持
ALLY
ALLY FINL INC
-$77.0K
3,352
-23%
清仓
—
TEXTAINER GROUP HOLDINGS LTD
-$76.0K
0
-100%
增持
PFE
PFIZER INC
+$68.0K
30,818
+3%
增持
PG
PROCTER AND GAMBLE CO
-$65.0K
8,334
+1%
减持
EBAY
EBAY INC.
-$64.0K
2,600
-13%
清仓
—
PASITHEA THERAPEUTICS CORP
-$62.0K
0
-100%
减持
CTVA
CORTEVA INC
-$60.0K
1,653
-36%
减持
VYM
VANGUARD WHITEHALL FDS
-$58.0K
905
-32%
清仓
ALB
ALBEMARLE CORP
-$55.0K
0
-100%
清仓
AGG
ISHARES TR
-$54.0K
0
-100%
增持
KO
COCA COLA CO
+$54.0K
39,539
+1%
减持
RYAN
RYAN SPECIALTY HOLDINGS INC
-$49.0K
31,950
-5%
减持
META
META PLATFORMS INC
-$48.0K
361
-24%
增持
NOBL
PROSHARES TR
+$48.0K
632
+872%
清仓
ZS
ZSCALER INC
-$48.0K
0
-100%
清仓
NET
CLOUDFLARE INC
-$47.0K
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$46.0K
0
-100%
减持
BA
BOEING CO
-$42.0K
476
-30%
建仓
CMI
CUMMINS INC
+$39.0K
200
清仓
—
TRITON INTL LTD
-$39.0K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$37.0K
1,850
+19%
减持
CMCSA
COMCAST CORP NEW
-$36.0K
3,717
-4%
减持
QCOM
QUALCOMM INC
-$34.0K
779
-11%
减持
ADI
ANALOG DEVICES INC
-$34.0K
9
-96%
增持
MTDR
MATADOR RES CO
+$32.0K
2,800
+51%
增持
MDLZ
MONDELEZ INTL INC
-$30.0K
44,256
+0%
减持
—
GOLDEN OCEAN GROUP LTD
-$30.0K
9,400
-16%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$30.0K
510
+143%
增持
CWST
CASELLA WASTE SYS INC
+$29.0K
1,000
+100%
清仓
STRL
STERLING CONSTR INC
-$27.0K
0
-100%
增持
DELL
DELL TECHNOLOGIES INC
+$27.0K
630
+2000%
清仓
SQ
BLOCK INC
-$27.0K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$27.0K
504
-23%
清仓
IDXX
IDEXX LABS INC
-$27.0K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$26.0K
31,031
-1%
减持
VCYT
VERACYTE INC
-$26.0K
1,400
-28%
减持
PWR
QUANTA SVCS INC
-$26.0K
1,950
-5%
减持
CARR
CARRIER GLOBAL CORPORATION
-$26.0K
2,076
-5%
增持
—
MARATHON OIL CORP
-$24.0K
44,403
+9%
减持
HRMY
HARMONY BIOSCIENCES HLDGS IN
-$23.0K
3,600
-12%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$22.0K
0
-100%
减持
OTIS
OTIS WORLDWIDE CORP
-$22.0K
1,678
-8%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$22.0K
0
-100%
清仓
EXE
CHESAPEAKE ENERGY CORP
-$22.0K
0
-100%
建仓
BNY
BANK NEW YORK MELLON CORP
+$21.0K
500
增持
VTV
VANGUARD INDEX FDS
+$21.0K
386
+90%
减持
GLW
CORNING INC
-$21.0K
1,300
-28%
增持
UNP
UNION PAC CORP
-$20.0K
321
+0%
减持
—
RITE AID CORP
-$20.0K
9,754
-0%
增持
DVN
DEVON ENERGY CORP NEW
-$20.0K
16,664
+5%
增持
MU
MICRON TECHNOLOGY INC
+$20.0K
10,225
+46%
减持
F
FORD MTR CO DEL
-$19.0K
509
-66%
清仓
—
ALPHA & OMEGA SEMICONDUCTOR
-$19.0K
0
-100%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$18.0K
500
-33%
清仓
—
GLAXOSMITHKLINE PLC
-$17.0K
0
-100%
清仓
AVTR
AVANTOR INC
-$17.0K
0
-100%
清仓
BNTX
BIONTECH SE
-$17.0K
0
-100%
清仓
KBWB
INVESCO EXCH TRADED FD TR II
-$16.0K
0
-100%
增持
USB
US BANCORP DEL
+$15.0K
1,200
+61%
清仓
U
UNITY SOFTWARE INC
-$15.0K
0
-100%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$15.0K
550
减持
ITW
ILLINOIS TOOL WKS INC
-$14.0K
200
-16%
增持
LIT
GLOBAL X FDS
+$14.0K
3,850
+12%
清仓
BYND
BEYOND MEAT INC
-$14.0K
0
-100%
清仓
TDOC
TELADOC HEALTH INC
-$14.0K
0
-100%
清仓
DOCN
DIGITALOCEAN HLDGS INC
-$14.0K
0
-100%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$13.0K
230
清仓
CLFD
CLEARFIELD INC
-$13.0K
0
-100%
清仓
ON
ON SEMICONDUCTOR CORP
-$13.0K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$13.0K
0
-100%
减持
—
ALKERMES PLC
-$13.0K
150
-77%
清仓
WFC
WELLS FARGO CO NEW
-$13.0K
0
-100%
清仓
LMND
LEMONADE INC
-$11.0K
0
-100%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$11.0K
5,763
+4%
增持
JNJ
JOHNSON & JOHNSON
+$11.0K
41,335
+0%
清仓
—
PEOPLES UNITED FINANCIAL INC
-$10.0K
0
-100%
减持
ALEC
ALECTOR INC
-$10.0K
300
-67%
增持
TD
TORONTO DOMINION BK ONT
+$9.0K
584
+61%
增持
PANW
PALO ALTO NETWORKS INC
-$9.0K
150
+13%
增持
SBUX
STARBUCKS CORP
-$9.0K
779
+3%
建仓
WCN
WASTE CONNECTIONS INC
+$9.0K
69
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$9.0K
600
清仓
PH
PARKER-HANNIFIN CORP
-$9.0K
0
-100%
减持
GE
GENERAL ELECTRIC CO
-$9.0K
20
-81%
建仓
MTB
M & T BK CORP
+$8.0K
53
清仓
EOS
EATON VANCE ENHANCED EQUITY
-$8.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
-$7.0K
2,909
+18%
减持
PLUG
PLUG POWER INC
-$7.0K
80
-71%
清仓
CHGG
CHEGG INC
-$7.0K
0
-100%