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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 131 项
建仓 30
增持 38
减持 46
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$3.4M
52,800
+1%
减持
HRL
HORMEL FOODS CORP
-$2.9M
35,035
-67%
增持
AAPL
APPLE INC
+$1.2M
53,645
+1%
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
REMX
VANECK ETF TRUST
-$880.9K
700
-95%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$691.1K
11,296
+1%
减持
NEE
NEXTERA ENERGY INC
+$617.5K
195,164
-0%
减持
ABT
ABBOTT LABS
+$534.8K
44,852
-1%
增持
VECO
VEECO INSTRS INC DEL
+$499.7K
20,950
+292%
增持
AMPH
AMPHASTAR PHARMACEUTICALS IN
+$419.2K
7,000
+2233%
减持
UNH
UNITEDHEALTH GROUP INC
+$410.4K
29,678
-2%
增持
DT
DYNATRACE INC
+$381.5K
15,350
+57%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$359.2K
21,850
+2085%
增持
SJM
SMUCKER J M CO
+$348.4K
27,721
+8%
减持
VEEV
VEEVA SYS INC
-$322.0K
27,882
-0%
增持
AMZN
AMAZON COM INC
+$292.4K
6,862
+16%
增持
COST
COSTCO WHSL CORP NEW
+$292.0K
3,069
+0%
增持
NVDA
NVIDIA CORPORATION
+$276.8K
1,887
+25%
增持
IHAK
ISHARES TR
+$257.9K
30,302
+4%
清仓
LIT
GLOBAL X FDS
-$231.7K
0
-100%
减持
PFE
PFIZER INC
-$223.4K
20,788
-16%
减持
RTX
RTX CORPORATION
+$219.6K
22,417
-3%
建仓
AGI
ALAMOS GOLD INC NEW
+$215.5K
16,001
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$214.8K
19,175
-30%
增持
DXCM
DEXCOM INC
+$195.3K
5,435
+6%
建仓
FCX
FREEPORT-MCMORAN INC
+$193.7K
4,550
减持
AVA
AVISTA CORP
-$180.3K
300
-95%
减持
RYAN
RYAN SPECIALTY HOLDINGS INC
-$179.8K
29,825
-1%
增持
QQQ
INVESCO QQQ TR
+$176.5K
1,003
+53%
增持
HD
HOME DEPOT INC
+$175.1K
3,942
+0%
增持
—
CELESTICA INC
+$172.5K
7,900
+229%
建仓
FELV
FIDELITY COVINGTON TRUST
+$162.7K
6,061
减持
LNT
ALLIANT ENERGY CORP
-$161.5K
2,850
-55%
减持
DUK
DUKE ENERGY CORP NEW
-$152.1K
2,785
-42%
减持
ABBV
ABBVIE INC
+$140.3K
26,268
-0%
增持
GTLB
GITLAB INC
+$134.1K
5,650
+15%
建仓
—
GENCO SHIPPING & TRADING LTD
+$126.1K
7,600
增持
AEP
AMERICAN ELEC PWR CO INC
+$122.5K
4,125
+46%
减持
—
COOPER COS INC
+$113.5K
2,062
-2%
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$107.5K
5,300
增持
SPY
SPDR S&P 500 ETF TR
+$102.5K
2,139
+0%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$98.0K
340
+278%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$92.4K
15,120
-2%
减持
MDLZ
MONDELEZ INTL INC
+$89.9K
42,222
-1%
清仓
—
DIAMOND OFFSHORE DRILLING IN
-$77.8K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$76.2K
1,017
+42%
减持
MCD
MCDONALDS CORP
+$75.3K
2,405
-1%
减持
—
DORIAN LPG LTD
+$75.1K
6,361
-10%
建仓
GOVT
ISHARES TR
+$73.5K
3,192
增持
XIFR
NEXTERA ENERGY PARTNERS LP
+$67.6K
7,425
+39%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$65.6K
4,000
-27%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$63.9K
450
+800%
增持
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$59.8K
580
+625%
减持
CL
COLGATE PALMOLIVE CO
+$59.3K
8,264
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$56.6K
3,755
+0%
减持
EL
LAUDER ESTEE COS INC
-$55.5K
1,380
-22%
增持
MTB
M & T BK CORP
+$49.8K
412
+677%
增持
PEP
PEPSICO INC
+$48.0K
50,333
+0%
建仓
—
BARRICK GOLD CORP
+$45.2K
2,500
减持
PM
PHILIP MORRIS INTL INC
-$43.7K
168
-74%
增持
VUG
VANGUARD INDEX FDS
+$42.7K
273
+76%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$41.6K
7,210
-0%
减持
MRK
MERCK & CO INC
-$41.5K
9,268
-9%
减持
—
MEDTRONIC PLC
-$39.2K
2,908
-18%
增持
VTV
VANGUARD INDEX FDS
+$35.2K
656
+44%
减持
CLX
CLOROX CO DEL
+$32.6K
5,100
-4%
增持
GOOG
ALPHABET INC
+$31.3K
540
+59%
增持
BAC
BANK AMERICA CORP
+$30.3K
1,062
+431%
减持
GMAB
GENMAB A/S
-$29.5K
1,400
-33%
建仓
IJK
ISHARES TR
+$29.3K
370
减持
DIS
DISNEY WALT CO
-$29.3K
2,091
-22%
建仓
LQD
ISHARES TR
+$29.1K
263
增持
IVV
ISHARES TR
+$26.7K
465
+2%
清仓
XLU
SELECT SECTOR SPDR TR
-$25.3K
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$24.9K
57
建仓
PATH
UIPATH INC
+$24.8K
1,000
建仓
UPRO
PROSHARES TR
+$24.8K
452
清仓
—
DISCOVER FINL SVCS
-$23.6K
0
-100%
减持
PWR
QUANTA SVCS INC
+$23.0K
1,450
-6%
增持
TSLA
TESLA INC
+$21.3K
12,190
+1%
清仓
—
SEAGEN INC
-$21.2K
0
-100%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$20.6K
210
-59%
清仓
MO
ALTRIA GROUP INC
-$20.0K
0
-100%
建仓
USMV
ISHARES TR
+$19.3K
247
建仓
MARA
MARATHON DIGITAL HOLDINGS IN
+$18.8K
800
减持
—
FLEX LTD
-$17.3K
14,400
-15%
减持
C
CITIGROUP INC
-$15.3K
495
-50%
清仓
KMX
CARMAX INC
-$14.1K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$13.7K
41,205
-0%
建仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$12.9K
400
增持
NFLX
NETFLIX INC
+$12.4K
27
+1250%
建仓
EFAV
ISHARES TR
+$12.2K
176
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$11.9K
241
减持
GNW
GENWORTH FINL INC
+$11.8K
15,090
-1%
建仓
PR
PERMIAN RESOURCES CORP
+$10.9K
800
减持
KHC
KRAFT HEINZ CO
-$10.5K
69
-82%
建仓
SPXL
DIREXION SHS ETF TR
+$10.4K
100
建仓
BKR
BAKER HUGHES COMPANY
+$10.3K
300
增持
—
NOBLE CORP PLC
-$9.8K
3,953
+0%
清仓
LBRT
LIBERTY ENERGY INC
-$9.3K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$9.2K
150
建仓
FMDE
FIDELITY COVINGTON TRUST
+$8.9K
328
建仓
LOCO
EL POLLO LOCO HLDGS INC
+$8.8K
1,000
建仓
IOT
SAMSARA INC
+$8.3K
250
减持
PYPL
PAYPAL HLDGS INC
-$8.2K
7,832
-6%
减持
DDOG
DATADOG INC
-$6.1K
100
-50%
减持
XLB
SELECT SECTOR SPDR TR
-$5.7K
315
-24%
减持
CVS
CVS HEALTH CORP
-$4.8K
3,672
-13%
建仓
GEN
GEN DIGITAL INC
+$4.7K
204
建仓
SLV
ISHARES SILVER TR
+$4.4K
200
清仓
SBH
SALLY BEAUTY HLDGS INC
-$4.2K
0
-100%
清仓
—
RITE AID CORP
-$4.0K
0
-100%
建仓
USHY
ISHARES TR
+$4.0K
109
减持
TJX
TJX COS INC NEW
-$3.9K
13
-78%
建仓
IEMG
ISHARES INC
+$3.9K
77
减持
KO
COCA COLA CO
-$3.7K
31,006
-5%
清仓
MU
MICRON TECHNOLOGY INC
-$3.4K
0
-100%
增持
VTRS
VIATRIS INC
+$3.1K
2,840
+1%
减持
USB
US BANCORP DEL
+$2.3K
1,200
-20%
清仓
—
VMWARE INC
-$2.2K
0
-100%
增持
DVN
DEVON ENERGY CORP NEW
-$2.1K
1,005
+1%
减持
PG
PROCTER AND GAMBLE CO
+$1.7K
6,772
-0%
清仓
—
PASITHEA THERAPEUTICS CORP
-$1.6K
0
-100%
减持
STM
STMICROELECTRONICS N V
-$1.5K
400
-20%
减持
GLD
SPDR GOLD TR
-$1.2K
31
-26%
增持
FANG
DIAMONDBACK ENERGY INC
+$1.2K
338
+2%
清仓
HPQ
HP INC
-$643
0
-100%
清仓
CMPS
COMPASS PATHWAYS PLC
-$396
0
-100%
清仓
—
PARAMOUNT GLOBAL
-$374
0
-100%
建仓
FE
FIRSTENERGY CORP
+$265
7
清仓
—
CANOPY GROWTH CORP
-$39
0
-100%
建仓
CGC
CANOPY GROWTH CORP
+$26
5