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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 128 项
建仓 27
增持 40
减持 49
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC
-$4.6M
11,589
-49%
减持
NEE
NEXTERA ENERGY INC
+$1.0M
198,561
-0%
减持
—
DIREXION SHS ETF TR
-$894.9K
4,400
-87%
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
PEP
PEPSICO INC
+$865.9K
49,806
-0%
减持
ABBV
ABBVIE INC
+$814.5K
30,224
-0%
减持
UNH
UNITEDHEALTH GROUP INC
+$780.0K
31,080
-0%
减持
ABT
ABBOTT LABS
+$577.2K
51,901
-2%
增持
SJM
SMUCKER J M CO
+$537.7K
25,519
+0%
减持
JNJ
JOHNSON & JOHNSON
+$535.8K
41,131
-0%
建仓
CPRX
CATALYST PHARMACEUTICALS INC
+$528.2K
28,400
减持
AAPL
APPLE INC
-$484.2K
57,037
-0%
增持
MSFT
MICROSOFT CORP
+$443.3K
54,584
+1%
减持
MDLZ
MONDELEZ INTL INC
+$423.4K
42,766
-3%
增持
PFE
PFIZER INC
+$384.3K
33,905
+10%
减持
—
ZIM INTEGRATED SHIPPING SERV
-$358.6K
28,644
-21%
减持
AMZN
AMAZON COM INC
-$357.1K
7,285
-15%
增持
—
FLEX LTD
+$318.5K
15,400
+2100%
减持
HON
HONEYWELL INTL INC
+$317.2K
7,056
-1%
减持
GOOG
ALPHABET INC
-$299.6K
140
-96%
增持
GD
GENERAL DYNAMICS CORP
+$294.1K
8,009
+0%
增持
MRK
MERCK & CO INC
+$284.3K
11,152
+1%
增持
TTC
TORO CO
+$268.7K
9,953
+0%
减持
V
VISA INC
+$254.4K
8,993
-1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$248.4K
11,518
+3%
增持
DXCM
DEXCOM INC
+$243.0K
6,835
+4%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$206.3K
466
减持
PYPL
PAYPAL HLDGS INC
-$202.8K
9,017
-8%
增持
SPY
SPDR S&P 500 ETF TR
+$193.2K
2,074
+23%
增持
PWR
QUANTA SVCS INC
+$165.3K
2,900
+49%
清仓
F
FORD MTR CO DEL
-$164.0K
0
-100%
减持
HD
HOME DEPOT INC
+$163.3K
4,351
-1%
建仓
ARRY
ARRAY TECHNOLOGIES INC
+$150.8K
7,800
减持
VEEV
VEEVA SYS INC
-$118.4K
28,142
-0%
减持
T
AT&T INC
+$106.0K
49,755
-6%
减持
AEP
AMERICAN ELEC PWR CO INC
+$105.7K
22,356
-4%
减持
BX
BLACKSTONE INC
-$103.9K
4,800
-13%
建仓
WPC
WP CAREY INC
+$96.8K
1,238
减持
LIT
GLOBAL X FDS
-$84.6K
6,900
-7%
增持
CMCSA
COMCAST CORP NEW
+$82.4K
5,473
+47%
减持
RYAN
RYAN SPECIALTY HOLDINGS INC
-$79.6K
34,025
-7%
增持
KMB
KIMBERLY-CLARK CORP
+$78.5K
3,289
+1%
增持
MCD
MCDONALDS CORP
+$76.3K
2,221
+1%
增持
CL
COLGATE PALMOLIVE CO
+$75.6K
8,409
+1%
减持
ALLY
ALLY FINL INC
-$67.0K
450
-84%
建仓
DGX
QUEST DIAGNOSTICS INC
+$64.5K
412
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$63.1K
3,853
-0%
减持
QCOM
QUALCOMM INC
-$57.3K
279
-64%
增持
QQQ
INVESCO QQQ TR
+$56.8K
585
+57%
清仓
—
REVANCE THERAPEUTICS INC
-$54.0K
0
-100%
减持
CVS
CVS HEALTH CORP
-$52.1K
10,655
-3%
建仓
XLK
SELECT SECTOR SPDR TR
+$50.4K
405
建仓
DGII
DIGI INTL INC
+$47.5K
1,300
增持
WMT
WALMART INC
+$47.5K
1,809
+12%
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$46.8K
17,951
-1%
减持
PG
PROCTER AND GAMBLE CO
+$45.4K
7,241
-13%
增持
COST
COSTCO WHSL CORP NEW
-$44.6K
3,068
+0%
增持
CCRN
CROSS CTRY HEALTHCARE INC
+$40.3K
6,750
+38%
减持
MA
MASTERCARD INCORPORATED
-$36.0K
785
-28%
建仓
XLF
SELECT SECTOR SPDR TR
+$33.3K
974
减持
REGN
REGENERON PHARMACEUTICALS
-$30.9K
100
-33%
增持
DVN
DEVON ENERGY CORP NEW
+$29.2K
16,781
+1%
减持
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$28.3K
3,000
-3%
清仓
SCHM
SCHWAB STRATEGIC TR
-$28.0K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$24.9K
155
-43%
建仓
XLI
SELECT SECTOR SPDR TR
+$24.6K
250
建仓
XRX
XEROX HOLDINGS CORP
+$23.4K
1,600
建仓
MRNA
MODERNA INC
+$18.0K
100
建仓
XLC
SELECT SECTOR SPDR TR
+$17.0K
355
建仓
BTI
BRITISH AMERN TOB PLC
+$16.8K
420
增持
CARR
CARRIER GLOBAL CORPORATION
+$15.9K
2,179
+5%
减持
EBAY
EBAY INC.
-$15.1K
1,950
-25%
建仓
XLE
SELECT SECTOR SPDR TR
+$14.9K
170
减持
—
MEDTRONIC PLC
-$14.4K
3,868
-1%
减持
GOOGL
ALPHABET INC
-$14.4K
1,027
-7%
增持
GNW
GENWORTH FINL INC
+$14.4K
15,190
+1%
增持
LOW
LOWES COS INC
+$14.3K
900
+2%
减持
LNT
ALLIANT ENERGY CORP
-$12.4K
6,550
-7%
增持
NKE
NIKE INC
+$11.9K
281
+11%
减持
VZ
VERIZON COMMUNICATIONS INC
+$11.8K
16,238
-2%
增持
XLU
SELECT SECTOR SPDR TR
+$11.3K
841
+15%
建仓
IAU
ISHARES GOLD TR
+$10.4K
300
减持
DHR
DANAHER CORPORATION
+$10.0K
3,244
-2%
增持
VTRS
VIATRIS INC
+$10.0K
2,784
+15%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$8.6K
2,969
+3%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$8.5K
1,900
+12%
减持
—
DUPONT DE NEMOURS INC
+$8.3K
499
-4%
增持
GIS
GENERAL MLS INC
+$7.6K
210
+68%
增持
O
REALTY INCOME CORP
+$7.5K
417
+26%
增持
KHC
KRAFT HEINZ CO
+$7.4K
232
+236%
减持
SO
SOUTHERN CO
-$7.4K
9,825
-6%
增持
XLV
SELECT SECTOR SPDR TR
+$7.4K
69
+263%
增持
PM
PHILIP MORRIS INTL INC
+$7.2K
318
+7%
清仓
HUM
HUMANA INC
-$7.0K
0
-100%
建仓
XLB
SELECT SECTOR SPDR TR
+$7.0K
90
减持
GM
GENERAL MTRS CO
-$6.9K
2
-99%
建仓
XLRE
SELECT SECTOR SPDR TR
+$6.7K
182
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$6.7K
75
-21%
减持
SBUX
STARBUCKS CORP
-$6.2K
179
-36%
建仓
TWO
TWO HBRS INVT CORP
+$5.9K
375
增持
FANG
DIAMONDBACK ENERGY INC
+$5.8K
320
+1%
建仓
—
INVESCO LTD
+$5.8K
320
建仓
TGT
TARGET CORP
+$5.1K
34
增持
IP
INTERNATIONAL PAPER CO
+$4.7K
308
+54%
减持
—
MARATHON OIL CORP
-$4.6K
900
-31%
建仓
TER
TERADYNE INC
+$4.4K
50
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$4.2K
200
-13%
清仓
SHM
SPDR SER TR
-$4.0K
0
-100%
增持
TJX
TJX COS INC NEW
+$3.6K
58
+346%
增持
IHAK
ISHARES TR
-$3.5K
11,250
+2%
减持
HRL
HORMEL FOODS CORP
+$3.5K
116,893
-0%
建仓
—
EASTERLY GOVT PPTYS INC
+$3.2K
222
建仓
VYX
NCR CORP NEW
+$3.2K
135
减持
ITW
ILLINOIS TOOL WKS INC
-$3.0K
150
-25%
建仓
—
KAMAN CORP
+$2.7K
120
增持
META
META PLATFORMS INC
-$2.5K
386
+7%
建仓
MU
MICRON TECHNOLOGY INC
+$2.5K
50
清仓
CWI
SPDR INDEX SHS FDS
-$2.0K
0
-100%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$2.0K
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$2.0K
0
-100%
增持
OGN
ORGANON & CO
+$1.4K
51
+1175%
增持
KD
KYNDRYL HLDGS INC
+$1.1K
97
+1840%
清仓
PTY
PIMCO CORPORATE & INCOME OPP
-$1.0K
0
-100%
清仓
PCY
INVESCO EXCH TRADED FD TR II
-$1.0K
0
-100%
清仓
WBD
WARNER BROS DISCOVERY INC
-$1.0K
0
-100%
建仓
—
PARAMOUNT GLOBAL
+$490
29
减持
SCHA
SCHWAB STRATEGIC TR
-$461
38
-24%
建仓
—
PAYSAFE LIMITED
+$181
13
清仓
—
PAYSAFE LIMITED
+$0
0
-100%
