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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 129 项
建仓 24
增持 31
减持 57
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$2.3M
52,825
-3%
减持
AAPL
APPLE INC
+$1.6M
56,965
-0%
减持
ABBV
ABBVIE INC
-$1.1M
27,948
-8%
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
-$818.2K
195,366
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$774.8K
1,951
-91%
减持
TSLA
TESLA INC
+$677.6K
12,620
-0%
减持
—
ZIM INTEGRATED SHIPPING SERV
-$656.8K
1,500
-95%
减持
T
AT&T INC
-$642.8K
20,280
-60%
减持
DVN
DEVON ENERGY CORP NEW
-$408.0K
1,494
-84%
减持
VEEV
VEEVA SYS INC
+$377.5K
28,067
-0%
增持
NVDA
NVIDIA CORPORATION
+$363.7K
1,787
+27%
减持
JNJ
JOHNSON & JOHNSON
+$351.2K
40,358
-1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$350.7K
11,230
-2%
减持
UNFI
UNITED NAT FOODS INC
-$340.6K
8,230
-57%
减持
KO
COCA COLA CO
-$340.5K
36,206
-11%
减持
SJM
SMUCKER J M CO
-$268.8K
25,376
-1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$268.3K
17,500
建仓
GTLB
GITLAB INC
+$230.0K
4,500
减持
CPRX
CATALYST PHARMACEUTICALS INC
-$198.8K
23,450
-24%
建仓
SOXQ
INVESCO EXCH TRADED FD TR II
+$196.8K
6,801
增持
AMZN
AMAZON COM INC
+$194.5K
6,727
+2%
减持
UPS
UNITED PARCEL SERVICE INC
-$190.1K
1,050
-46%
减持
STZ
CONSTELLATION BRANDS INC
+$182.1K
10,115
-1%
建仓
CFG
CITIZENS FINL GROUP INC
+$169.5K
6,500
减持
AEP
AMERICAN ELEC PWR CO INC
-$160.1K
21,991
-1%
减持
UNH
UNITEDHEALTH GROUP INC
+$155.9K
30,631
-1%
增持
CARR
CARRIER GLOBAL CORPORATION
+$151.6K
5,056
+132%
减持
DXCM
DEXCOM INC
-$144.6K
5,235
-26%
减持
ABT
ABBOTT LABS
+$133.4K
49,152
-5%
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$130.5K
16,375
-9%
建仓
VECO
VEECO INSTRS INC DEL
+$123.3K
4,800
减持
MDLZ
MONDELEZ INTL INC
+$115.9K
42,469
-1%
减持
GD
GENERAL DYNAMICS CORP
-$115.8K
7,991
-1%
增持
HON
HONEYWELL INTL INC
+$114.1K
6,958
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$113.4K
2,138
+5%
增持
MCD
MCDONALDS CORP
+$101.4K
2,421
+9%
增持
DT
DYNATRACE INC
+$100.3K
10,012
+2%
清仓
—
EVOQUA WATER TECHNOLOGIES CO
-$92.0K
0
-100%
减持
URI
UNITED RENTALS INC
-$86.5K
250
-50%
减持
MRK
MERCK & CO INC
+$84.5K
11,752
-2%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$82.6K
21,759
-4%
增持
BAC
BANK AMERICA CORP
+$75.9K
3,644
+264%
增持
USB
US BANCORP DEL
+$72.4K
3,500
+192%
建仓
—
CLARIVATE PLC
+$71.5K
7,500
建仓
—
GENCO SHIPPING & TRADING LTD
+$68.7K
4,900
减持
DIS
DISNEY WALT CO
-$67.0K
2,713
-12%
建仓
—
DIAMOND OFFSHORE DRILLING IN
+$66.9K
4,700
建仓
—
NOBLE CORP PLC
+$66.1K
1,600
减持
RYAN
RYAN SPECIALTY HOLDINGS INC
+$65.0K
30,425
-6%
清仓
UNP
UNION PAC CORP
-$64.7K
0
-100%
清仓
—
BUNGE LIMITED
-$64.5K
0
-100%
增持
REMX
VANECK ETF TRUST
+$64.4K
15,980
+3%
增持
HD
HOME DEPOT INC
+$61.3K
3,941
+0%
减持
V
VISA INC
+$60.6K
8,793
-2%
减持
PEP
PEPSICO INC
+$58.4K
49,135
-1%
增持
GE
GENERAL ELECTRIC CO
+$58.4K
549
+2645%
减持
DUK
DUKE ENERGY CORP NEW
-$54.7K
4,785
-5%
减持
CVS
CVS HEALTH CORP
-$54.2K
10,454
-0%
减持
—
COOPER COS INC
-$53.2K
2,131
-9%
减持
ENB
ENBRIDGE INC
-$50.7K
1,100
-54%
建仓
NET
CLOUDFLARE INC
+$49.0K
750
增持
QQQ
INVESCO QQQ TR
+$46.2K
654
+7%
增持
IHAK
ISHARES TR
+$43.0K
11,950
+6%
减持
MMM
3M CO
-$37.2K
1,138
-21%
增持
CLX
CLOROX CO DEL
+$35.9K
5,300
+4%
清仓
TD
TORONTO DOMINION BK ONT
-$35.0K
0
-100%
减持
HRMY
HARMONY BIOSCIENCES HLDGS IN
-$34.6K
1,800
-40%
减持
HRL
HORMEL FOODS CORP
-$31.4K
108,037
-2%
减持
PG
PROCTER AND GAMBLE CO
-$31.2K
6,842
-5%
增持
GIS
GENERAL MLS INC
+$29.6K
525
+320%
减持
ENS
ENERSYS
+$29.2K
1,650
-4%
增持
CVX
CHEVRON CORP NEW
+$28.0K
800
+33%
减持
PWR
QUANTA SVCS INC
+$27.5K
2,600
-10%
减持
ETR
ENTERGY CORP NEW
-$25.7K
400
-33%
增持
VTI
VANGUARD INDEX FDS
+$22.8K
1,044
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$21.2K
717
+16%
清仓
QUAL
ISHARES TR
-$20.6K
0
-100%
减持
DGII
DIGI INTL INC
-$20.1K
600
-54%
建仓
AMPH
AMPHASTAR PHARMACEUTICALS IN
+$17.2K
300
减持
LNT
ALLIANT ENERGY CORP
-$16.5K
6,350
-3%
建仓
—
ARISTA NETWORKS INC
+$16.2K
100
建仓
CRM
SALESFORCE INC
+$15.8K
75
建仓
TSN
TYSON FOODS INC
+$15.3K
300
清仓
BTI
BRITISH AMERN TOB PLC
-$14.8K
0
-100%
减持
OTIS
OTIS WORLDWIDE CORP
-$14.6K
833
-21%
减持
PM
PHILIP MORRIS INTL INC
-$14.5K
168
-47%
增持
—
EXXON MOBIL CORP
+$14.5K
3,092
+7%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$14.3K
90
+80%
增持
—
KELLOGG CO
+$13.7K
600
+50%
减持
—
MEDTRONIC PLC
+$13.6K
3,558
-4%
清仓
MO
ALTRIA GROUP INC
-$13.4K
0
-100%
清仓
AX
AXOS FINANCIAL INC
-$12.9K
0
-100%
增持
DDOG
DATADOG INC
+$12.4K
200
+100%
增持
LIT
GLOBAL X FDS
+$12.1K
6,100
+1%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$11.7K
50
增持
—
CHECK POINT SOFTWARE TECH LT
+$11.7K
300
+50%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$10.1K
620
-39%
增持
TRV
TRAVELERS COMPANIES INC
+$10.0K
2,015
+2%
减持
CSX
CSX CORP
-$8.2K
8,400
-15%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$8.1K
100
减持
—
EARTHSTONE ENERGY INC
-$7.2K
500
-55%
减持
—
RITE AID CORP
-$7.2K
9,497
-1%
清仓
—
TILRAY BRANDS INC
-$6.4K
0
-100%
减持
BX
BLACKSTONE INC
+$6.0K
4,600
-4%
增持
SHEL
SHELL PLC
+$6.0K
1,100
+5%
清仓
—
YAMANA GOLD INC
-$5.9K
0
-100%
清仓
IYR
ISHARES TR
-$4.8K
0
-100%
建仓
VGT
VANGUARD WORLD FDS
+$4.6K
10
减持
—
FLEX LTD
-$4.6K
16,900
-18%
清仓
IMCV
ISHARES TR
-$4.0K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$3.7K
0
-100%
增持
INTC
INTEL CORP
+$3.6K
3,500
+3%
清仓
—
LIBERTY MEDIA CORP DEL
-$3.5K
0
-100%
清仓
VYX
NCR CORP NEW
-$3.2K
0
-100%
建仓
PFN
PIMCO INCOME STRATEGY FD II
+$3.1K
300
清仓
GRWG
GROWGENERATION CORP
-$3.1K
0
-100%
建仓
PAAS
PAN AMERN SILVER CORP
+$2.3K
159
增持
CI
THE CIGNA GROUP
+$2.0K
27
+23%
建仓
AEM
AGNICO EAGLE MINES LTD
+$1.8K
37
清仓
—
DIEBOLD NIXDORF INC
-$1.8K
0
-100%
建仓
F
FORD MTR CO DEL
+$1.5K
98
减持
KD
KYNDRYL HLDGS INC
-$1.4K
5
-95%
增持
FANG
DIAMONDBACK ENERGY INC
-$964
329
+1%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$731
9
减持
RIVN
RIVIAN AUTOMOTIVE INC
+$592
3,125
-6%
减持
LOW
LOWES COS INC
+$587
800
-11%
建仓
—
ENDEAVOR GROUP HLDGS INC
+$478
20
增持
AA
ALCOA CORP
-$430
51
+2%
建仓
—
LIGHTNING EMOTORS INC
+$90
25
