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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 42
增持 43
减持 54
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$1.9M
52,194
-1%
减持
SJM
SMUCKER J M CO
-$1.6M
17,104
-38%
减持
VEEV
VEEVA SYS INC
-$1.5M
27,532
-2%
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。
建仓
CLS
CELESTICA INC
+$1.2M
20,550
减持
NEE
NEXTERA ENERGY INC
+$1.2M
192,758
-1%
减持
STZ
CONSTELLATION BRANDS INC
-$1.1M
6,650
-35%
减持
DT
DYNATRACE INC
-$993.1K
950
-96%
减持
MSFT
MICROSOFT CORP
+$962.0K
51,409
-2%
减持
MDLZ
MONDELEZ INTL INC
-$873.5K
31,175
-25%
减持
JNJ
JOHNSON & JOHNSON
-$813.0K
37,231
-6%
减持
PEP
PEPSICO INC
-$800.7K
47,927
-4%
增持
MMM
3M CO
+$700.7K
8,038
+606%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$611.0K
11,422
+1%
减持
ABT
ABBOTT LABS
-$595.0K
42,760
-4%
增持
COST
COSTCO WHSL CORP NEW
+$417.6K
3,139
+2%
建仓
APA
APA CORPORATION
+$382.7K
13,000
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$376.6K
8,325
-19%
减持
ABBV
ABBVIE INC
-$374.4K
25,664
-2%
减持
—
FLEX LTD
-$345.9K
1,950
-86%
增持
RTX
RTX CORPORATION
+$317.6K
28,007
+10%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$274.2K
75,525
+6%
增持
NVDA
NVIDIA CORPORATION
+$266.3K
16,030
+745%
建仓
KOS
KOSMOS ENERGY LTD
+$254.8K
46,000
减持
VECO
VEECO INSTRS INC DEL
+$223.0K
20,850
-2%
减持
S
SENTINELONE INC
-$219.7K
250
-97%
增持
LLY
ELI LILLY & CO
+$215.8K
1,449
+3%
增持
IVV
ISHARES TR
+$209.5K
928
+64%
减持
T
AT&T INC
-$178.6K
13,292
-46%
减持
VZ
VERIZON COMMUNICATIONS INC
-$177.8K
2,177
-66%
减持
HRL
HORMEL FOODS CORP
-$161.2K
30,685
-2%
减持
BP
BP PLC
-$157.4K
23,403
-12%
减持
DXCM
DEXCOM INC
-$150.8K
4,860
-4%
减持
—
DORIAN LPG LTD
-$149.3K
2,285
-64%
增持
AMZN
AMAZON COM INC
+$140.1K
10,182
+0%
建仓
PINS
PINTEREST INC
+$136.6K
3,100
建仓
AVGO
BROADCOM INC
+$136.5K
85
减持
VYM
VANGUARD WHITEHALL FDS
-$124.1K
11,523
-6%
减持
IHAK
ISHARES TR
-$112.4K
28,541
-6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$101.6K
979
+94%
减持
MCD
MCDONALDS CORP
-$99.0K
1,155
-17%
清仓
AMPH
AMPHASTAR PHARMACEUTICALS IN
-$98.8K
0
-100%
减持
TSLA
TESLA INC
+$92.0K
10,849
-7%
减持
AMD
ADVANCED MICRO DEVICES INC
-$83.5K
617
-39%
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$82.0K
4,100
减持
PYPL
PAYPAL HLDGS INC
-$81.8K
7,632
-3%
建仓
—
ALCON AG
+$80.3K
902
建仓
MFC
MANULIFE FINL CORP
+$79.9K
3,000
清仓
GOVT
ISHARES TR
-$72.7K
0
-100%
清仓
NXT
NEXTRACKER INC
-$71.6K
0
-100%
减持
ACMR
ACM RESH INC
-$69.3K
6,600
-13%
增持
QCOM
QUALCOMM INC
+$66.8K
572
+105%
减持
GE
GE AEROSPACE
-$61.8K
549
-35%
减持
VUG
VANGUARD INDEX FDS
-$60.7K
273
-42%
减持
LOW
LOWES COS INC
-$60.6K
1,620
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$60.2K
2,519
-7%
减持
INTC
INTEL CORP
-$59.5K
3,500
-8%
减持
ED
CONSOLIDATED EDISON INC
-$58.4K
2,800
-18%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$56.9K
3,500
增持
GOOG
ALPHABET INC
+$55.5K
801
+34%
减持
RYAN
RYAN SPECIALTY HOLDINGS INC
+$54.4K
29,525
-1%
增持
META
META PLATFORMS INC
+$52.7K
485
+23%
增持
SPY
SPDR S&P 500 ETF TR
+$49.2K
2,146
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$46.6K
800
-24%
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$46.5K
11,675
-5%
增持
REGN
REGENERON PHARMACEUTICALS
+$45.6K
135
+35%
增持
ORCL
ORACLE CORP
+$44.6K
761
+52%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$43.1K
2,969
-3%
建仓
BIL
SPDR SER TR
+$42.1K
459
减持
NVO
NOVO-NORDISK A S
-$38.3K
13
-96%
减持
—
EXXON MOBIL CORP
-$37.7K
2,492
-11%
建仓
ISRG
INTUITIVE SURGICAL INC
+$37.4K
84
建仓
KEX
KIRBY CORP
+$37.1K
310
增持
BSX
BOSTON SCIENTIFIC CORP
+$36.9K
526
+892%
建仓
DUOL
DUOLINGO INC
+$36.3K
174
建仓
CAVA
CAVA GROUP INC
+$36.0K
388
建仓
PRCT
PROCEPT BIOROBOTICS CORP
+$35.9K
588
增持
DVA
DAVITA INC
+$35.8K
657
+64%
减持
PWR
QUANTA SVCS INC
-$33.7K
1,350
-7%
减持
—
MEDTRONIC PLC
-$32.8K
2,858
-3%
建仓
XYL
XYLEM INC
+$32.6K
240
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$31.3K
500
增持
PAAS
PAN AMERN SILVER CORP
+$30.6K
1,659
+943%
增持
EMR
EMERSON ELEC CO
+$30.6K
1,147
+15%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$27.6K
3,581
-4%
减持
WMT
WALMART INC
-$26.3K
2,100
-25%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$26.1K
23,105
+2%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$25.9K
100
减持
PR
PERMIAN RESOURCES CORP
-$25.6K
11,100
-4%
增持
CVS
CVS HEALTH CORP
+$25.1K
5,249
+47%
清仓
ARM
ARM HOLDINGS PLC
-$25.0K
0
-100%
增持
PYLD
PIMCO ETF TR
+$24.9K
3,049
+47%
减持
LNT
ALLIANT ENERGY CORP
-$24.0K
2,350
-18%
清仓
MTDR
MATADOR RES CO
-$23.4K
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
+$23.2K
8,925
+1%
增持
VB
VANGUARD INDEX FDS
+$23.0K
420
+40%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$22.3K
3,854
+20%
建仓
JNK
SPDR SER TR
+$21.2K
225
建仓
KGC
KINROSS GOLD CORP
+$20.8K
2,500
清仓
APP
APPLOVIN CORP
-$20.8K
0
-100%
清仓
BWXT
BWX TECHNOLOGIES INC
-$20.5K
0
-100%
清仓
—
CRISPR THERAPEUTICS AG
-$20.4K
0
-100%
建仓
WSM
WILLIAMS SONOMA INC
+$19.8K
70
减持
KMB
KIMBERLY-CLARK CORP
+$19.7K
3,200
-2%
建仓
RBRK
RUBRIK INC.
+$18.4K
600
建仓
XLC
SELECT SECTOR SPDR TR
+$18.3K
214
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$17.3K
6,469
+5%
建仓
ARIS
ARIS MNG CORP
+$16.9K
4,500
增持
SYY
SYSCO CORP
-$16.7K
2,688
+5%
增持
GLW
CORNING INC
+$16.5K
1,575
+21%
建仓
XLU
SELECT SECTOR SPDR TR
+$12.3K
180
增持
XLE
SELECT SECTOR SPDR TR
+$11.9K
307
+81%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$11.9K
0
-100%
增持
C
CITIGROUP INC
+$11.8K
680
+37%
增持
ACB
AURORA CANNABIS INC
+$11.6K
2,508
+31250%
清仓
—
PERION NETWORK LTD
-$11.2K
0
-100%
建仓
IRM
IRON MTN INC DEL
+$11.0K
123
增持
COP
CONOCOPHILLIPS
+$10.7K
260
+30%
增持
XLP
SELECT SECTOR SPDR TR
+$10.7K
439
+46%
建仓
ECL
ECOLAB INC
+$10.7K
45
增持
VTI
VANGUARD INDEX FDS
+$10.6K
1,054
+1%
增持
MS
MORGAN STANLEY
+$10.5K
496
+24%
建仓
GDX
VANECK ETF TRUST
+$10.2K
300
建仓
AROC
ARCHROCK INC
+$10.1K
500
建仓
NFLT
ETFIS SER TR I
+$10.0K
450
增持
BOND
PIMCO ETF TR
+$9.8K
440
+33%
建仓
RSPM
INVESCO EXCHANGE TRADED FD T
+$9.1K
265
建仓
VRT
VERTIV HOLDINGS CO
+$8.7K
100
建仓
DTE
DTE ENERGY CO
+$8.5K
77
建仓
MPLX
MPLX LP
+$8.5K
200
建仓
NRIX
NURIX THERAPEUTICS INC
+$8.3K
400
减持
UNH
UNITEDHEALTH GROUP INC
+$8.3K
28,583
-3%
建仓
XLRE
SELECT SECTOR SPDR TR
+$8.3K
215
增持
CMS
CMS ENERGY CORP
+$8.0K
539
+35%
建仓
BIV
VANGUARD BD INDEX FDS
+$7.9K
106
建仓
BND
VANGUARD BD INDEX FDS
+$7.9K
110
建仓
AGI
ALAMOS GOLD INC NEW
+$7.8K
500
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$7.7K
295
+51%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$7.5K
300
+76%
增持
O
REALTY INCOME CORP
+$7.4K
479
+45%
建仓
VICI
VICI PPTYS INC
+$7.4K
259
减持
HEI
HEICO CORP NEW
+$7.3K
1,139
-12%
减持
KO
COCA COLA CO
-$6.9K
28,926
-4%
建仓
—
TILRAY BRANDS INC
+$6.6K
4,000
清仓
—
CHIMERA INVT CORP
-$6.4K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$6.1K
745
+6%
建仓
CIM
CHIMERA INVT CORP
+$5.9K
461
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$5.5K
11,340
-5%
减持
VCYT
VERACYTE INC
-$5.0K
1,200
-14%
减持
QQQ
INVESCO QQQ TR
-$4.9K
876
-8%
增持
MET
METLIFE INC
+$4.8K
1,019
+13%
