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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 29
增持 53
减持 42
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$2.2M
52,327
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.7M
10,299
+2189%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.4M
12,321
+1261%
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
AAPL
APPLE INC
-$1.3M
52,854
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.3M
71,225
+226%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$1.2M
22,655
+2732%
增持
VEEV
VEEVA SYS INC
+$1.2M
28,182
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.1M
29,407
-1%
建仓
BP
BP PLC
+$1.0M
26,600
减持
TSLA
TESLA INC
-$974.1K
11,689
-4%
增持
AMZN
AMAZON COM INC
+$785.0K
10,132
+48%
清仓
—
COOPER COS INC
-$780.2K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$779.6K
1,897
+1%
建仓
COO
COOPER COS INC
+$749.5K
7,387
减持
ABBV
ABBVIE INC
+$705.6K
26,229
-0%
增持
NEE
NEXTERA ENERGY INC
+$622.1K
195,218
+0%
增持
RTX
RTX CORPORATION
+$607.9K
25,572
+14%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$536.5K
11,940
-21%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$440.2K
7,162
-1%
增持
AEP
AMERICAN ELEC PWR CO INC
+$424.8K
8,825
+114%
增持
RYAN
RYAN SPECIALTY HOLDINGS INC
+$372.3K
29,827
+0%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$358.1K
8,375
-56%
减持
WMT
WALMART INC
-$357.2K
2,800
-16%
减持
AMPH
AMPHASTAR PHARMACEUTICALS IN
-$334.2K
2,250
-68%
减持
MCD
MCDONALDS CORP
-$319.8K
1,395
-42%
减持
STZ
CONSTELLATION BRANDS INC
+$296.0K
10,265
-0%
建仓
VITL
VITAL FARMS INC
+$283.6K
12,200
清仓
—
CELESTICA INC
-$231.3K
0
-100%
建仓
S
SENTINELONE INC
+$224.9K
9,650
增持
COST
COSTCO WHSL CORP NEW
+$224.8K
3,072
+0%
建仓
ACMR
ACM RESH INC
+$221.5K
7,600
清仓
AGI
ALAMOS GOLD INC NEW
-$215.5K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$203.7K
39,539
-4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$198.7K
6,377
+249%
增持
DT
DYNATRACE INC
+$196.1K
22,300
+45%
增持
PR
PERMIAN RESOURCES CORP
+$194.0K
11,600
+1350%
清仓
FCX
FREEPORT-MCMORAN INC
-$193.7K
0
-100%
清仓
—
NOBLE CORP PLC
-$190.4K
0
-100%
增持
ET
ENERGY TRANSFER L P
+$178.0K
12,160
+1167%
增持
V
VISA INC
+$161.7K
8,494
+0%
增持
T
AT&T INC
+$159.4K
24,580
+51%
减持
PEP
PEPSICO INC
+$156.8K
49,742
-1%
建仓
MU
MICRON TECHNOLOGY INC
+$147.4K
1,250
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$146.5K
11,346
+0%
减持
DEO
DIAGEO PLC
-$145.0K
200
-83%
减持
MDLZ
MONDELEZ INTL INC
-$144.5K
41,623
-1%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
+$143.4K
12,275
+65%
增持
—
CHECK POINT SOFTWARE TECH LT
+$110.0K
950
+217%
清仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$107.5K
0
-100%
减持
ABT
ABBOTT LABS
+$101.3K
44,327
-1%
增持
VECO
VEECO INSTRS INC DEL
+$100.8K
21,350
+2%
增持
CL
COLGATE PALMOLIVE CO
+$94.5K
8,364
+1%
减持
PG
PROCTER AND GAMBLE CO
+$90.2K
6,672
-1%
减持
GTLB
GITLAB INC
-$84.5K
4,650
-18%
减持
MRK
MERCK & CO INC
+$80.6K
8,268
-11%
增持
GE
GENERAL ELECTRIC CO
+$79.0K
849
+55%
增持
VUG
VANGUARD INDEX FDS
+$77.9K
473
+73%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$77.1K
3,225
+248%
增持
IVV
ISHARES TR
+$76.0K
567
+22%
增持
BX
BLACKSTONE INC
+$74.3K
5,150
+12%
建仓
NXT
NEXTRACKER INC
+$71.6K
1,273
减持
PFE
PFIZER INC
-$70.2K
19,039
-8%
增持
CWST
CASELLA WASTE SYS INC
+$56.1K
1,000
+100%
增持
META
META PLATFORMS INC
+$55.2K
395
+2%
减持
DIS
DISNEY WALT CO
+$54.8K
1,991
-5%
建仓
PYLD
PIMCO ETF TR
+$53.3K
2,069
减持
SJM
SMUCKER J M CO
-$48.4K
27,448
-1%
增持
IHAK
ISHARES TR
+$47.2K
30,392
+0%
清仓
—
BARRICK GOLD CORP
-$45.2K
0
-100%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$41.6K
6,140
+16%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$41.4K
3,731
-1%
增持
NVO
NOVO-NORDISK A S
+$38.8K
313
+2308%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$35.4K
500
减持
—
FLEX LTD
-$35.2K
14,100
-2%
建仓
AMAT
APPLIED MATLS INC
+$34.9K
169
增持
—
DORIAN LPG LTD
-$33.9K
6,375
+0%
减持
NVS
NOVARTIS AG
-$30.9K
4,916
-2%
建仓
BOND
PIMCO ETF TR
+$30.3K
330
减持
MA
MASTERCARD INCORPORATED
-$29.0K
635
-19%
减持
HRL
HORMEL FOODS CORP
-$28.2K
31,435
-10%
减持
DXCM
DEXCOM INC
+$27.4K
5,060
-7%
减持
—
EXXON MOBIL CORP
+$25.4K
2,792
-7%
建仓
ARM
ARM HOLDINGS PLC
+$25.0K
200
清仓
PATH
UIPATH INC
-$24.8K
0
-100%
增持
FBCG
FIDELITY COVINGTON TRUST
+$24.0K
1,786
+33%
减持
KO
COCA COLA CO
+$20.8K
30,206
-3%
建仓
APP
APPLOVIN CORP
+$20.8K
300
建仓
BWXT
BWX TECHNOLOGIES INC
+$20.5K
200
建仓
—
CRISPR THERAPEUTICS AG
+$20.4K
300
清仓
CRM
SALESFORCE INC
-$19.7K
0
-100%
增持
IUSG
ISHARES TR
+$19.0K
457
+38%
建仓
MINT
PIMCO ETF TR
+$19.0K
189
减持
—
APTIV PLC
-$19.0K
100
-67%
清仓
MARA
MARATHON DIGITAL HOLDINGS IN
-$18.8K
0
-100%
增持
—
MEDTRONIC PLC
+$18.2K
2,958
+2%
增持
NOBL
PROSHARES TR
+$17.6K
830
+19%
增持
GOOGL
ALPHABET INC
+$16.4K
1,152
+2%
清仓
UNFI
UNITED NAT FOODS INC
-$16.1K
0
-100%
增持
FANG
DIAMONDBACK ENERGY INC
+$15.7K
344
+2%
减持
SYY
SYSCO CORP
-$15.6K
2,570
-16%
增持
GOOG
ALPHABET INC
+$15.3K
600
+11%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$15.1K
0
-100%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$15.1K
195
增持
MTDR
MATADOR RES CO
+$14.8K
350
+133%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$14.1K
3,069
+3%
减持
QQQ
INVESCO QQQ TR
+$13.7K
956
-5%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$13.6K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$13.3K
4,673
-5%
清仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
-$12.9K
0
-100%
清仓
JBL
JABIL INC
-$12.7K
0
-100%
增持
IWP
ISHARES TR
+$12.3K
133
+375%
减持
CARR
CARRIER GLOBAL CORPORATION
-$11.4K
203
-50%
清仓
ZG
ZILLOW GROUP INC
-$11.3K
0
-100%
建仓
—
PERION NETWORK LTD
+$11.2K
500
清仓
QQQJ
INVESCO EXCH TRADED FD TR II
-$10.8K
0
-100%
减持
ENB
ENBRIDGE INC
-$10.7K
500
-38%
清仓
AVA
AVISTA CORP
-$10.7K
0
-100%
建仓
CHAT
TIDAL TR II
+$10.7K
300
清仓
BKR
BAKER HUGHES COMPANY
-$10.3K
0
-100%
增持
NFLX
NETFLIX INC
+$9.9K
38
+41%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$9.9K
170
增持
DFAU
DIMENSIONAL ETF TRUST
+$9.8K
770
+40%
建仓
RECS
COLUMBIA ETF TR I
+$9.3K
300
建仓
OLED
UNIVERSAL DISPLAY CORP
+$9.3K
55
减持
CVX
CHEVRON CORP NEW
-$8.9K
700
-13%
清仓
LOCO
EL POLLO LOCO HLDGS INC
-$8.8K
0
-100%
减持
FELV
FIDELITY COVINGTON TRUST
+$8.8K
5,874
-3%
增持
IJH
ISHARES TR
+$8.5K
505
+531%
清仓
IOT
SAMSARA INC
-$8.3K
0
-100%
减持
—
GENCO SHIPPING & TRADING LTD
+$8.1K
6,600
-13%
建仓
IXUS
ISHARES TR
+$8.1K
119
增持
INTC
INTEL CORP
-$8.0K
3,800
+9%
建仓
SRPT
SAREPTA THERAPEUTICS INC
+$7.8K
60
清仓
CBNK
CAPITAL BANCORP INC MD
-$7.3K
0
-100%
增持
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$6.8K
605
+4%
清仓
REGL
PROSHARES TR
-$6.3K
0
-100%
建仓
VLTO
VERALTO CORP
+$5.9K
66
清仓
BITO
PROSHARES TR
-$5.1K
0
-100%
增持
DVN
DEVON ENERGY CORP NEW
+$5.1K
1,008
+0%
减持
CVS
CVS HEALTH CORP
-$5.0K
3,572
-3%
增持
IJR
ISHARES TR
+$4.4K
147
+35%
清仓
SLV
ISHARES SILVER TR
-$4.4K
0
-100%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$4.3K
29
增持
MTB
M & T BK CORP
+$4.0K
416
+1%
减持
LMT
LOCKHEED MARTIN CORP
+$4.0K
2,719
-0%
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$3.8K
50
清仓
KDP
KEURIG DR PEPPER INC
-$3.7K
0
-100%
建仓
VNT
VONTIER CORPORATION
+$3.6K
80
建仓
HALO
HALOZYME THERAPEUTICS INC
+$3.5K
85
增持
VTRS
VIATRIS INC
+$3.2K
2,841
+0%
