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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 137 项
建仓 16
增持 27
减持 69
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
NEE
NEXTERA ENERGY INC
-$3.3M
196,138
+0%
减持
AAPL
APPLE INC
-$1.9M
53,304
-6%
减持
AEP
AMERICAN ELEC PWR CO INC
-$1.6M
2,825
-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
MSFT
MICROSOFT CORP
-$1.5M
52,212
-1%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$1.0M
501
-91%
减持
ABT
ABBOTT LABS
-$956.5K
45,452
-8%
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$802.1K
5,325
-67%
减持
HON
HONEYWELL INTL INC
-$679.6K
4,136
-41%
增持
IHAK
ISHARES TR
+$666.8K
29,050
+143%
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$612.6K
27,375
+776%
减持
DHR
DANAHER CORPORATION
-$604.1K
800
-76%
增持
PEP
PEPSICO INC
-$600.1K
50,169
+2%
增持
SJM
SMUCKER J M CO
-$592.4K
25,669
+1%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$562.0K
15,370
-11%
减持
UNH
UNITEDHEALTH GROUP INC
+$492.0K
30,176
-1%
增持
RTX
RTX CORPORATION
-$464.9K
23,157
+6%
减持
CVS
CVS HEALTH CORP
-$427.9K
4,222
-60%
减持
PFE
PFIZER INC
-$426.1K
24,778
-27%
减持
REMX
VANECK ETF TRUST
-$404.9K
13,930
-13%
减持
KO
COCA COLA CO
-$349.4K
32,706
-10%
清仓
CPRX
CATALYST PHARMACEUTICALS INC
-$315.2K
0
-100%
减持
HRL
HORMEL FOODS CORP
-$312.7K
106,037
-2%
减持
MRK
MERCK & CO INC
-$304.1K
10,218
-13%
减持
TSLA
TESLA INC
-$295.9K
12,020
-5%
减持
STM
STMICROELECTRONICS N V
-$278.4K
500
-92%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$252.3K
1,000
-94%
增持
WMT
WALMART INC
+$251.0K
3,334
+86%
增持
JNJ
JOHNSON & JOHNSON
-$235.3K
41,379
+3%
减持
CARR
CARRIER GLOBAL CORPORATION
-$229.1K
403
-92%
减持
PWR
QUANTA SVCS INC
-$220.8K
1,550
-40%
建仓
—
DORIAN LPG LTD
+$204.0K
7,100
清仓
SOXQ
INVESCO EXCH TRADED FD TR II
-$196.8K
0
-100%
减持
DXCM
DEXCOM INC
-$193.7K
5,135
-2%
建仓
AVA
AVISTA CORP
+$191.0K
5,900
减持
MU
MICRON TECHNOLOGY INC
-$179.6K
50
-98%
清仓
CFG
CITIZENS FINL GROUP INC
-$169.5K
0
-100%
减持
ABBV
ABBVIE INC
+$165.0K
26,368
-6%
减持
LIT
GLOBAL X FDS
-$164.9K
4,200
-31%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$161.1K
136
-71%
增持
LOW
LOWES COS INC
+$160.3K
1,640
+105%
减持
—
COOPER COS INC
-$150.2K
2,097
-2%
减持
UNFI
UNITED NAT FOODS INC
-$146.9K
991
-88%
减持
WM
WASTE MGMT INC DEL
-$142.9K
1,850
-24%
减持
VEEV
VEEVA SYS INC
+$140.2K
27,967
-0%
减持
V
VISA INC
-$136.8K
8,484
-4%
增持
—
NOBLE CORP PLC
+$134.0K
3,951
+147%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$132.8K
5,290
增持
IVV
ISHARES TR
+$129.6K
455
+207%
增持
MDLZ
MONDELEZ INTL INC
-$129.4K
42,770
+1%
减持
AMZN
AMAZON COM INC
-$126.7K
5,902
-12%
减持
EL
LAUDER ESTEE COS INC
-$111.9K
1,780
-5%
增持
STZ
CONSTELLATION BRANDS INC
+$102.9K
10,315
+2%
减持
BAC
BANK AMERICA CORP
-$99.1K
200
-95%
减持
NVDA
NVIDIA CORPORATION
-$98.2K
1,512
-15%
减持
RYAN
RYAN SPECIALTY HOLDINGS INC
+$97.1K
30,225
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$79.4K
7,222
+1%
减持
PYPL
PAYPAL HLDGS INC
-$79.2K
8,367
-2%
减持
T
AT&T INC
-$78.9K
16,280
-20%
建仓
ALL
ALLSTATE CORP
+$72.2K
648
清仓
—
CLARIVATE PLC
-$71.5K
0
-100%
清仓
—
GENCO SHIPPING & TRADING LTD
-$68.7K
0
-100%
减持
USB
US BANCORP DEL
-$66.0K
1,500
-57%
清仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
-$63.3K
0
-100%
减持
HCA
HCA HEALTHCARE INC
-$62.8K
300
-33%
建仓
—
CELESTICA INC
+$58.8K
2,400
清仓
DGX
QUEST DIAGNOSTICS INC
-$57.9K
0
-100%
减持
DT
DYNATRACE INC
-$57.4K
9,800
-2%
减持
GPC
GENUINE PARTS CO
-$56.5K
1,367
-9%
减持
WPC
WP CAREY INC
-$53.5K
558
-55%
减持
CWST
CASELLA WASTE SYS INC
-$52.3K
500
-50%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$49.9K
800
-58%
减持
PG
PROCTER AND GAMBLE CO
-$47.5K
6,792
-1%
增持
CL
COLGATE PALMOLIVE CO
-$44.7K
8,429
+1%
增持
PM
PHILIP MORRIS INTL INC
+$43.1K
643
+283%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$42.6K
3,754
-3%
减持
JBL
JABIL INC
-$41.3K
100
-80%
减持
SYY
SYSCO CORP
-$39.8K
3,066
-6%
减持
NET
CLOUDFLARE INC
-$39.6K
150
-80%
建仓
FBCG
FIDELITY COVINGTON TRUST
+$38.9K
1,343
清仓
LUV
SOUTHWEST AIRLS CO
-$36.2K
0
-100%
增持
PSX
PHILLIPS 66
+$33.3K
960
+12%
增持
VECO
VEECO INSTRS INC DEL
+$27.1K
5,350
+11%
增持
XLB
SELECT SECTOR SPDR TR
+$25.2K
415
+361%
减持
DVN
DEVON ENERGY CORP NEW
-$24.6K
998
-33%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$24.6K
928
清仓
CPK
CHESAPEAKE UTILS CORP
-$24.5K
0
-100%
减持
DIS
DISNEY WALT CO
-$24.1K
2,691
-1%
建仓
—
DISCOVER FINL SVCS
+$23.6K
272
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$23.2K
7,960
-2%
建仓
—
SUPER MICRO COMPUTER INC
+$20.6K
75
减持
ETR
ENTERGY CORP NEW
-$20.4K
200
-50%
减持
—
EXXON MOBIL CORP
+$20.2K
2,992
-3%
建仓
MO
ALTRIA GROUP INC
+$20.0K
475
减持
PLD
PROLOGIS INC.
-$18.3K
45
-76%
减持
SHEL
SHELL PLC
-$18.1K
750
-32%
清仓
—
ARISTA NETWORKS INC
-$16.2K
0
-100%
建仓
—
CONSOL ENERGY INC NEW
+$15.7K
150
清仓
TSN
TYSON FOODS INC
-$15.3K
0
-100%
减持
—
LYONDELLBASELL INDUSTRIES N
-$15.3K
1,075
-16%
减持
ENB
ENBRIDGE INC
-$14.3K
800
-27%
减持
VZ
VERIZON COMMUNICATIONS INC
-$13.3K
1,827
-6%
增持
DNP
DNP SELECT INCOME FD INC
+$13.1K
5,991
+43%
清仓
MRNA
MODERNA INC
-$12.2K
0
-100%
减持
DGII
DIGI INTL INC
-$11.5K
450
-25%
增持
—
DIAMOND OFFSHORE DRILLING IN
+$10.9K
5,300
+13%
增持
KHC
KRAFT HEINZ CO
+$10.6K
388
+462%
减持
WELL
WELLTOWER INC
-$10.4K
100
-57%
减持
—
RITE AID CORP
-$10.4K
8,881
-6%
建仓
LBRT
LIBERTY ENERGY INC
+$9.3K
500
减持
EMR
EMERSON ELEC CO
-$9.2K
1,000
-14%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$8.9K
250
-17%
增持
GTLB
GITLAB INC
-$8.4K
4,900
+9%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$8.1K
0
-100%
增持
FANG
DIAMONDBACK ENERGY INC
+$8.0K
331
+1%
清仓
CHWY
CHEWY INC
-$7.9K
0
-100%
减持
EBAY
EBAY INC.
-$7.5K
1,300
-10%
清仓
CCI
CROWN CASTLE INC
-$7.4K
0
-100%
清仓
—
EARTHSTONE ENERGY INC
-$7.1K
0
-100%
清仓
HR
HEALTHCARE RLTY TR
-$7.1K
0
-100%
减持
NOBL
PROSHARES TR
-$7.1K
699
-5%
建仓
BATRA
ATLANTA BRAVES HLDGS INC
+$3.9K
100
清仓
—
NINE ENERGY SERVICE INC
-$3.8K
0
-100%
增持
SLVM
SYLVAMO CORP
+$3.6K
91
+911%
减持
CI
THE CIGNA GROUP
-$3.6K
14
-48%
清仓
SCHR
SCHWAB STRATEGIC TR
-$3.2K
0
-100%
清仓
—
KAMAN CORP
-$2.9K
0
-100%
清仓
HYMB
SPDR SER TR
-$2.9K
0
-100%
清仓
—
OUTFRONT MEDIA INC
-$2.4K
0
-100%
增持
IUSG
ISHARES TR
+$2.0K
332
+10%
建仓
—
PASITHEA THERAPEUTICS CORP
+$1.6K
3,323
清仓
—
VIRGIN GALACTIC HOLDINGS INC
-$1.2K
0
-100%
建仓
NVO
NOVO-NORDISK A S
+$1.2K
13
清仓
SCHH
SCHWAB STRATEGIC TR
-$586
0
-100%
建仓
CMPS
COMPASS PATHWAYS PLC
+$396
53
减持
F
FORD MTR CO DEL
-$291
96
-2%
增持
VTV
VANGUARD INDEX FDS
+$230
456
+3%
清仓
—
LIGHTNING EMOTORS INC
-$90
0
-100%