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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 124 项
建仓 15
增持 36
减持 46
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
+$2.5M
22,586
+339%
增持
MSFT
MICROSOFT CORP
-$1.2M
54,303
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.0M
1,950
-74%
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
VEEV
VEEVA SYS INC
-$980.0K
28,262
-1%
减持
—
MARATHON OIL CORP
-$969.0K
1,300
-97%
减持
ABT
ABBOTT LABS
-$863.0K
52,925
-4%
增持
—
ZIM INTEGRATED SHIPPING SERV
-$734.0K
36,193
+8%
减持
T
AT&T INC
-$680.0K
52,829
-26%
减持
ABBV
ABBVIE INC
-$673.0K
30,322
-2%
减持
JNJ
JOHNSON & JOHNSON
-$607.0K
41,200
-0%
减持
SHEL
SHELL PLC
-$601.0K
750
-94%
清仓
MU
MICRON TECHNOLOGY INC
-$565.0K
0
-100%
清仓
BKR
BAKER HUGHES COMPANY
-$557.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$547.0K
16,550
-28%
增持
AMZN
AMAZON COM INC
+$382.0K
8,575
+55%
增持
DXCM
DEXCOM INC
+$380.0K
6,595
+226%
建仓
IHAK
ISHARES TR
+$375.0K
11,050
增持
—
DIREXION SHS ETF TR
+$348.0K
33,600
+39%
增持
MDLZ
MONDELEZ INTL INC
-$321.0K
44,264
+0%
减持
V
VISA INC
-$301.0K
9,083
-7%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
+$276.0K
18,047
+30%
增持
SJM
SMUCKER J M CO
+$265.0K
25,517
+1%
增持
PFE
PFIZER INC
-$263.0K
30,919
+0%
减持
MRK
MERCK & CO INC
-$263.0K
11,068
-17%
增持
NEE
NEXTERA ENERGY INC
+$244.0K
198,773
+0%
增持
UNH
UNITEDHEALTH GROUP INC
-$240.0K
31,084
+0%
增持
RYAN
RYAN SPECIALTY HOLDINGS INC
+$240.0K
36,725
+15%
增持
SO
SOUTHERN CO
+$233.0K
10,425
+56%
减持
MMM
3M CO
-$226.0K
1,638
-48%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$216.0K
5,663
-2%
增持
LIT
GLOBAL X FDS
+$209.0K
7,400
+92%
增持
KO
COCA COLA CO
-$199.0K
40,839
+3%
增持
HRL
HORMEL FOODS CORP
-$177.0K
117,091
+1%
增持
F
FORD MTR CO DEL
+$158.0K
14,600
+2768%
减持
JPM
JPMORGAN CHASE & CO
-$146.0K
1,740
-40%
减持
MCD
MCDONALDS CORP
-$140.0K
2,205
-16%
建仓
CCRN
CROSS CTRY HEALTHCARE INC
+$139.0K
4,900
减持
—
MEDTRONIC PLC
-$136.0K
3,899
-22%
减持
DT
DYNATRACE INC
-$132.0K
9,812
-18%
清仓
MTDR
MATADOR RES CO
-$130.0K
0
-100%
增持
REMX
VANECK ETF TRUST
+$129.0K
15,500
+16%
增持
WM
WASTE MGMT INC DEL
+$126.0K
2,550
+38%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$123.0K
11,430
-6%
减持
NVDA
NVIDIA CORPORATION
-$110.0K
1,400
-24%
清仓
—
GOLDEN OCEAN GROUP LTD
-$109.0K
0
-100%
增持
TTC
TORO CO
+$109.0K
9,921
+0%
清仓
—
RADA ELECTR INDS LTD
-$108.0K
0
-100%
增持
PEP
PEPSICO INC
-$97.0K
49,811
+1%
减持
PYPL
PAYPAL HLDGS INC
+$95.0K
9,817
-9%
清仓
TIP
ISHARES TR
-$93.0K
0
-100%
增持
DVN
DEVON ENERGY CORP NEW
+$85.0K
16,673
+0%
减持
HPQ
HP INC
-$85.0K
25
-99%
减持
HON
HONEYWELL INTL INC
-$83.0K
7,156
-3%
减持
KMB
KIMBERLY-CLARK CORP
-$74.0K
3,267
-0%
增持
GD
GENERAL DYNAMICS CORP
-$66.0K
7,980
+0%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$65.0K
1,700
减持
AAPL
APPLE INC
+$61.0K
57,131
-0%
建仓
—
REVANCE THERAPEUTICS INC
+$54.0K
2,000
减持
OTIS
OTIS WORLDWIDE CORP
-$52.0K
1,051
-37%
减持
INTC
INTEL CORP
-$41.0K
3,400
-18%
减持
HRMY
HARMONY BIOSCIENCES HLDGS IN
-$39.0K
3,100
-14%
清仓
CMI
CUMMINS INC
-$39.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$36.0K
279
-64%
减持
ALLY
ALLY FINL INC
-$34.0K
2,803
-16%
增持
GOOGL
ALPHABET INC
-$34.0K
1,102
+1622%
增持
AEP
AMERICAN ELEC PWR CO INC
-$34.0K
23,327
+9%
建仓
ORCL
ORACLE CORP
+$31.0K
500
清仓
DELL
DELL TECHNOLOGIES INC
-$29.0K
0
-100%
减持
C
CITIGROUP INC
-$28.0K
990
-34%
减持
EA
ELECTRONIC ARTS INC
-$26.0K
220
-48%
建仓
PM
PHILIP MORRIS INTL INC
+$25.0K
298
减持
LOW
LOWES COS INC
-$24.0K
881
-19%
建仓
—
CHECK POINT SOFTWARE TECH LT
+$22.0K
200
增持
LNT
ALLIANT ENERGY CORP
+$19.0K
7,050
+17%
减持
EVRG
EVERGY INC
-$19.0K
269
-50%
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$18.0K
300
减持
—
RITE AID CORP
-$18.0K
9,617
-1%
清仓
SYK
STRYKER CORPORATION
-$18.0K
0
-100%
减持
RIVN
RIVIAN AUTOMOTIVE INC
+$17.0K
3,425
-8%
减持
—
BUNGE LIMITED
-$16.0K
875
-10%
减持
GPC
GENUINE PARTS CO
-$15.0K
1,500
-17%
减持
ES
EVERSOURCE ENERGY
-$15.0K
118
-59%
建仓
MNTK
MONTAUK RENEWABLES INC
+$14.0K
800
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$13.0K
0
-100%
减持
JBL
JABIL INC
-$12.0K
500
-38%
减持
—
EXXON MOBIL CORP
-$12.0K
2,892
-6%
减持
CVS
CVS HEALTH CORP
+$11.0K
10,955
-2%
清仓
FDX
FEDEX CORP
-$11.0K
0
-100%
清仓
—
HEALTHCARE TR AMER INC
-$11.0K
0
-100%
减持
PSI
INVESCO EXCHANGE TRADED FD T
-$11.0K
175
-36%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$10.0K
559
建仓
DDOG
DATADOG INC
+$9.0K
100
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$9.0K
0
-100%
清仓
MOS
MOSAIC CO NEW
-$9.0K
0
-100%
清仓
NUE
NUCOR CORP
-$8.0K
0
-100%
建仓
HR
HEALTHCARE RLTY TR
+$8.0K
377
增持
HD
HOME DEPOT INC
+$7.0K
4,390
+0%
清仓
—
TWO HBRS INVT CORP
-$7.0K
0
-100%
清仓
LXU
LSB INDS INC
-$7.0K
0
-100%
减持
BAC
BK OF AMERICA CORP
-$7.0K
1,300
-11%
清仓
—
DISH NETWORK CORPORATION
-$5.0K
0
-100%
增持
CSX
CSX CORP
+$5.0K
9,840
+11%
增持
VTRS
VIATRIS INC
-$4.0K
2,411
+1%
减持
MO
ALTRIA GROUP INC
-$4.0K
300
-23%
清仓
—
HESS CORP
-$4.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$4.0K
1,681
+6%
清仓
NTRS
NORTHERN TR CORP
-$3.0K
0
-100%
清仓
—
NUVEEN PFD & INCM SECURTIES
-$3.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$3.0K
3,060
+2%
建仓
KHC
KRAFT HEINZ CO
+$2.0K
69
清仓
IMO
IMPERIAL OIL LTD
-$2.0K
0
-100%
清仓
SRE
SEMPRA
-$2.0K
0
-100%
减持
PSX
PHILLIPS 66
-$2.0K
860
-1%
增持
GOOG
ALPHABET INC
+$1.0K
3,240
+2182%
清仓
EFX
EQUIFAX INC
-$1.0K
0
-100%
减持
MS
MORGAN STANLEY
+$1.0K
400
-3%
清仓
STT
STATE STR CORP
-$1.0K
0
-100%
增持
FANG
DIAMONDBACK ENERGY INC
+$1.0K
316
+3%
清仓
CNQ
CANADIAN NAT RES LTD
-$1.0K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.0K
280
+22%
建仓
WBD
WARNER BROS DISCOVERY INC
+$1.0K
120
清仓
—
DISCOVER FINL SVCS
-$1.0K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$0
11,163
+17%
建仓
KD
KYNDRYL HLDGS INC
+$0
5