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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 29
增持 30
减持 63
清仓 28
方向
标的
Δ市值
现股数(环比)
减持
NEE
NEXTERA ENERGY INC
+$2.5M
190,463
-1%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.8M
27,918
-2%
减持
MSFT
MICROSOFT CORP
-$1.3M
50,489
-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。
减持
AAPL
APPLE INC
+$1.1M
51,830
-1%
减持
AMZN
AMAZON COM INC
-$941.6K
5,507
-46%
减持
VECO
VEECO INSTRS INC DEL
-$937.5K
1,100
-95%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$898.3K
75,575
+0%
减持
BP
BP PLC
-$841.3K
100
-100%
增持
RTX
RTX CORPORATION
+$824.0K
30,007
+7%
减持
TSLA
TESLA INC
+$624.9K
10,594
-2%
减持
ABBV
ABBVIE INC
+$621.8K
25,439
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$577.1K
3,000
+19%
清仓
VITL
VITAL FARMS INC
-$570.6K
0
-100%
减持
VEEV
VEEVA SYS INC
+$564.3K
26,697
-3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$553.8K
10,725
+29%
增持
GEN
GEN DIGITAL INC
+$420.2K
15,507
+7428%
减持
JNJ
JOHNSON & JOHNSON
+$384.2K
35,949
-3%
清仓
APA
APA CORPORATION
-$382.7K
0
-100%
建仓
HESM
HESS MIDSTREAM LP
+$283.9K
8,050
增持
MMM
3M CO
+$280.8K
8,063
+0%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$279.1K
15,500
+278%
增持
RYAN
RYAN SPECIALTY HOLDINGS INC
+$257.0K
29,625
+0%
增持
MDLZ
MONDELEZ INTL INC
+$256.7K
31,176
+0%
清仓
KOS
KOSMOS ENERGY LTD
-$254.8K
0
-100%
清仓
GTLB
GITLAB INC
-$231.2K
0
-100%
减持
SJM
SMUCKER J M CO
-$213.8K
13,635
-20%
增持
NFLX
NETFLIX INC
+$210.5K
333
+776%
减持
KO
COCA COLA CO
+$207.3K
28,506
-1%
减持
HD
HOME DEPOT INC
+$197.1K
3,836
-3%
增持
NVDA
NVIDIA CORPORATION
+$193.3K
17,899
+12%
建仓
NI
NISOURCE INC
+$187.1K
5,400
清仓
PR
PERMIAN RESOURCES CORP
-$179.3K
0
-100%
减持
MRK
MERCK & CO INC
-$175.5K
7,468
-10%
增持
INTC
INTEL CORP
+$173.1K
12,000
+243%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$171.8K
11,190
-1%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$168.2K
1,179
-82%
增持
AEP
AMERICAN ELEC PWR CO INC
+$153.1K
9,125
+2%
清仓
ACMR
ACM RESH INC
-$152.2K
0
-100%
建仓
VBNK
VERSABANK NEW
+$136.8K
10,300
减持
CLS
CELESTICA INC
-$130.2K
20,500
-0%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$130.1K
24,205
+5%
减持
PINS
PINTEREST INC
-$128.5K
250
-92%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$123.4K
11,246
-2%
增持
AVGO
BROADCOM INC
-$119.2K
100
+18%
减持
MU
MICRON TECHNOLOGY INC
-$115.0K
350
-70%
减持
COO
COOPER COS INC
+$103.8K
6,785
-8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$97.2K
3,791
+6%
清仓
—
DORIAN LPG LTD
-$95.9K
0
-100%
增持
IHAK
ISHARES TR
+$89.4K
28,741
+1%
减持
GOOG
ALPHABET INC
-$86.7K
360
-55%
建仓
CRM
SALESFORCE INC
+$82.1K
300
清仓
MFC
MANULIFE FINL CORP
-$79.9K
0
-100%
减持
NOBL
PROSHARES TR
-$71.2K
81
-90%
减持
PYLD
PIMCO ETF TR
-$70.2K
300
-90%
增持
IVV
ISHARES TR
+$70.1K
1,002
+8%
清仓
FANG
DIAMONDBACK ENERGY INC
-$69.5K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$65.4K
726
-17%
减持
LLY
ELI LILLY & CO
-$63.6K
1,409
-3%
清仓
—
SUPER MICRO COMPUTER INC
-$61.5K
0
-100%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$61.4K
105
-83%
减持
LOW
LOWES COS INC
-$57.3K
1,107
-32%
减持
FBCG
FIDELITY COVINGTON TRUST
-$56.8K
443
-75%
减持
QCOM
QUALCOMM INC
-$55.0K
347
-39%
增持
—
ZIM INTEGRATED SHIPPING SERV
+$54.0K
3,400
+127%
增持
AMD
ADVANCED MICRO DEVICES INC
+$50.4K
917
+49%
减持
GOOGL
ALPHABET INC
-$46.2K
987
-14%
建仓
QUAL
ISHARES TR
+$42.9K
239
增持
WPM
WHEATON PRECIOUS METALS CORP
+$41.0K
1,100
+120%
减持
ALL
ALLSTATE CORP
-$39.2K
339
-48%
清仓
ISRG
INTUITIVE SURGICAL INC
-$37.4K
0
-100%
减持
—
GENCO SHIPPING & TRADING LTD
-$37.3K
5,300
-20%
增持
PAAS
PAN AMERN SILVER CORP
+$37.1K
3,359
+102%
清仓
KEX
KIRBY CORP
-$37.1K
0
-100%
减持
REGN
REGENERON PHARMACEUTICALS
-$36.8K
100
-26%
清仓
DUOL
DUOLINGO INC
-$36.3K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
+$36.2K
2,735
-2%
建仓
MHK
MOHAWK INDS INC
+$36.2K
225
减持
BSX
BOSTON SCIENTIFIC CORP
-$36.1K
53
-90%
清仓
CAVA
CAVA GROUP INC
-$36.0K
0
-100%
清仓
PRCT
PROCEPT BIOROBOTICS CORP
-$35.9K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
+$35.8K
10,939
-5%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$35.2K
400
+99%
建仓
STOT
SSGA ACTIVE TR
+$35.1K
739
清仓
IJK
ISHARES TR
-$32.6K
0
-100%
建仓
DFH
DREAM FINDERS HOMES INC
+$32.6K
900
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$31.4K
240
-29%
减持
MRVL
MARVELL TECHNOLOGY INC
-$31.4K
50
-90%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$31.3K
0
-100%
清仓
WPC
WP CAREY INC
-$30.7K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$30.5K
804
-18%
建仓
VST
VISTRA CORP
+$29.6K
250
减持
—
MEDTRONIC PLC
+$27.9K
2,808
-2%
建仓
BLFS
BIOLIFE SOLUTIONS INC
+$27.5K
1,100
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$25.9K
2,779
-28%
减持
DVA
DAVITA INC
-$25.5K
400
-39%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$24.9K
534
减持
EMR
EMERSON ELEC CO
-$23.3K
1,000
-13%
减持
ORCL
ORACLE CORP
-$22.3K
500
-34%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$21.6K
2,800
-6%
增持
VRT
VERTIV HOLDINGS CO
+$21.2K
300
+200%
减持
DVN
DEVON ENERGY CORP NEW
-$20.3K
600
-41%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$20.3K
6,775
-6%
建仓
ARTV
ARTIVA BIOTHERAPEUTICS INC
+$20.1K
1,300
清仓
WSM
WILLIAMS SONOMA INC
-$19.8K
0
-100%
清仓
MINT
PIMCO ETF TR
-$19.0K
0
-100%
减持
META
META PLATFORMS INC
-$18.4K
395
-19%
增持
BIL
SPDR SER TR
+$18.4K
659
+44%
清仓
ARIS
ARIS MNG CORP
-$16.9K
0
-100%
建仓
SHOP
SHOPIFY INC
+$16.0K
200
清仓
STM
STMICROELECTRONICS N V
-$15.7K
0
-100%
减持
BOND
PIMCO ETF TR
-$15.1K
264
-40%
建仓
—
TE CONNECTIVITY PLC
+$15.1K
100
清仓
—
TE CONNECTIVITY LTD
-$15.0K
0
-100%
减持
PAYC
PAYCOM SOFTWARE INC
-$14.9K
125
-50%
减持
XLB
SELECT SECTOR SPDR TR
-$13.4K
150
-52%
增持
MRNA
MODERNA INC
+$12.8K
210
+2000%
建仓
GS
GOLDMAN SACHS GROUP INC
+$12.4K
25
减持
—
CHECK POINT SOFTWARE TECH LT
-$12.1K
750
-21%
增持
MTB
M & T BK CORP
+$11.8K
423
+1%
清仓
CHAT
TIDAL TR II
-$11.2K
0
-100%
建仓
TMDX
TRANSMEDICS GROUP INC
+$10.8K
69
清仓
DLTR
DOLLAR TREE INC
-$10.7K
0
-100%
增持
IWF
ISHARES TR
+$10.5K
63
+75%
建仓
IWD
ISHARES TR
+$10.4K
55
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$10.1K
185
清仓
AROC
ARCHROCK INC
-$10.1K
0
-100%
增持
KGC
KINROSS GOLD CORP
+$10.1K
3,300
+32%
减持
DIS
DISNEY WALT CO
-$10.0K
1,951
-2%
增持
SPXL
DIREXION SHS ETF TR
+$10.0K
150
+50%
减持
PFE
PFIZER INC
+$9.6K
18,739
-2%
减持
PEP
PEPSICO INC
-$9.4K
46,429
-3%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$8.8K
10
减持
RBRK
RUBRIK INC.
-$8.8K
300
-50%
减持
XLE
SELECT SECTOR SPDR TR
-$8.5K
222
-28%
建仓
NLR
VANECK ETF TRUST
+$8.4K
100
清仓
NRIX
NURIX THERAPEUTICS INC
-$8.3K
0
-100%
建仓
TOL
TOLL BROTHERS INC
+$7.7K
50
建仓
PAGP
PLAINS GP HLDGS L P
+$7.4K
400
建仓
IEFA
ISHARES TR
+$7.0K
90
建仓
RF
REGIONS FINANCIAL CORP NEW
+$7.0K
300
建仓
SAFE
SAFEHOLD INC
+$6.6K
250
减持
CMCSA
COMCAST CORP NEW
+$6.2K
4,529
-3%
建仓
AMLP
ALPS ETF TR
+$5.9K
125
减持
COST
COSTCO WHSL CORP NEW
+$5.8K
3,016
-4%
减持
SPY
SPDR S&P 500 ETF TR
+$5.2K
2,045
-5%
减持
DGII
DIGI INTL INC
-$4.8K
200
-56%
建仓
QUS
SPDR SER TR
+$4.7K
30
清仓
PNC
PNC FINL SVCS GROUP INC
-$4.4K
0
-100%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$4.3K
322
建仓
VLUE
ISHARES TR
+$4.1K
38
