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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 27
增持 51
减持 53
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
UNH
UNITEDHEALTH GROUP INC
-$3.2M
25,938
-7%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.9M
75,075
-1%
减持
NEE
NEXTERA ENERGY INC
-$2.5M
189,841
-0%
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。
增持
CLS
CELESTICA INC
+$1.6M
28,985
+41%
减持
TSLA
TESLA INC
+$1.5M
10,523
-1%
减持
PEP
PEPSICO INC
-$915.8K
45,899
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$852.4K
15,830
+48%
增持
RTX
RTX CORPORATION
+$808.8K
38,407
+28%
减持
AAPL
APPLE INC
+$802.7K
51,430
-1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$772.0K
11,071
-2%
增持
NVDA
NVIDIA CORPORATION
+$767.3K
21,900
+22%
减持
JNJ
JOHNSON & JOHNSON
-$706.7K
35,397
-2%
减持
LMT
LOCKHEED MARTIN CORP
-$515.1K
2,549
-15%
建仓
RGTI
RIGETTI COMPUTING INC
+$477.6K
31,300
增持
MDLZ
MONDELEZ INTL INC
-$434.5K
31,178
+0%
增持
AMZN
AMAZON COM INC
+$372.7K
6,376
+16%
减持
GD
GENERAL DYNAMICS CORP
-$322.5K
7,941
-1%
减持
STZ
CONSTELLATION BRANDS INC
-$299.2K
6,400
-4%
增持
INTC
INTEL CORP
+$289.9K
28,500
+138%
减持
SJM
SMUCKER J M CO
-$283.4K
12,422
-9%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$280.7K
10,890
-3%
增持
KO
COCA COLA CO
-$273.3K
28,512
+0%
减持
HRL
HORMEL FOODS CORP
-$261.1K
22,685
-26%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$241.6K
22,850
+47%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$235.4K
26,305
+9%
减持
CVS
CVS HEALTH CORP
-$222.2K
1,983
-60%
减持
NFLX
NETFLIX INC
-$213.9K
25
-92%
减持
HD
HOME DEPOT INC
-$198.9K
3,484
-9%
增持
NLR
VANECK ETF TRUST
+$193.0K
2,475
+2375%
减持
MRK
MERCK & CO INC
-$159.9K
6,918
-7%
建仓
NML
NEUBERGER BERMAN ENERGY INFR
+$143.9K
16,300
建仓
BAI
BLACKROCK ETF TRUST
+$143.0K
5,280
增持
GEN
GEN DIGITAL INC
+$141.6K
20,708
+34%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$119.4K
450
-84%
减持
CHD
CHURCH & DWIGHT CO INC
-$115.2K
1,100
-50%
建仓
APP
APPLOVIN CORP
+$113.3K
350
增持
XIFR
NEXTERA ENERGY PARTNERS LP
-$105.4K
12,000
+4%
减持
DXCM
DEXCOM INC
-$93.3K
2,990
-38%
增持
WMT
WALMART INC
+$87.9K
2,850
+36%
增持
VBNK
VERSABANK NEW
+$84.8K
16,000
+55%
减持
AMD
ADVANCED MICRO DEVICES INC
-$75.9K
617
-33%
减持
MMM
3M CO
-$74.3K
7,963
-1%
增持
PAGP
PLAINS GP HLDGS L P
+$73.5K
4,400
+1000%
清仓
PAAS
PAN AMERN SILVER CORP
-$70.1K
0
-100%
建仓
ALAB
ASTERA LABS INC
+$64.9K
490
增持
WPM
WHEATON PRECIOUS METALS CORP
+$62.2K
2,300
+109%
减持
ABT
ABBOTT LABS
-$55.5K
42,610
-0%
清仓
USB
US BANCORP DEL
-$54.9K
0
-100%
建仓
SUPN
SUPERNUS PHARMACEUTICALS INC
+$52.4K
1,450
减持
PG
PROCTER AND GAMBLE CO
-$49.6K
6,287
-1%
增持
ET
ENERGY TRANSFER L P
+$48.9K
12,460
+2%
建仓
WAY
WAYSTAR HLDG CORP
+$47.7K
1,300
建仓
RCAT
RED CAT HLDGS INC
+$47.5K
3,700
减持
CRWD
CROWDSTRIKE HLDGS INC
-$43.8K
200
-50%
建仓
—
ODDITY TECH LTD
+$42.0K
1,000
增持
RYAN
RYAN SPECIALTY HOLDINGS INC
-$40.4K
30,025
+1%
建仓
VERX
VERTEX INC
+$40.0K
750
减持
UPS
UNITED PARCEL SERVICE INC
-$39.7K
550
-31%
减持
PYPL
PAYPAL HLDGS INC
+$37.9K
7,422
-3%
增持
PFE
PFIZER INC
-$37.2K
19,039
+2%
清仓
MU
MICRON TECHNOLOGY INC
-$36.3K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$36.3K
3,649
-4%
建仓
ADMA
ADMA BIOLOGICS INC
+$35.2K
2,050
减持
CLX
CLOROX CO DEL
-$35.0K
4,900
-4%
清仓
DFH
DREAM FINDERS HOMES INC
-$32.6K
0
-100%
增持
IWF
ISHARES TR
+$32.6K
140
+122%
减持
—
KELLANOVA
-$32.3K
200
-67%
减持
BIL
SPDR SER TR
-$31.4K
318
-52%
减持
VZ
VERIZON COMMUNICATIONS INC
-$30.7K
1,677
-23%
增持
GOOG
ALPHABET INC
+$30.3K
475
+32%
增持
AJG
GALLAGHER ARTHUR J & CO
+$28.6K
200
+100%
减持
DUK
DUKE ENERGY CORP NEW
-$26.1K
2,685
-2%
减持
VECO
VEECO INSTRS INC DEL
-$25.7K
400
-64%
增持
AMLP
ALPS ETF TR
+$24.2K
625
+400%
增持
T
AT&T INC
+$23.9K
13,892
+5%
减持
CRM
SALESFORCE INC
-$23.6K
175
-42%
建仓
ASTS
AST SPACEMOBILE INC
+$23.2K
1,100
增持
AVGO
BROADCOM INC
+$22.2K
170
+70%
减持
NKE
NIKE INC
-$22.2K
4
-98%
清仓
JNK
SPDR SER TR
-$22.0K
0
-100%
增持
—
MEDTRONIC PLC
-$20.5K
2,908
+4%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$19.9K
395
建仓
SOUN
SOUNDHOUND AI INC
+$19.8K
1,000
清仓
XLE
SELECT SECTOR SPDR TR
-$19.5K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$19.4K
10,840
-1%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$19.1K
560
+203%
建仓
QSI
QUANTUM SI INC
+$18.9K
7,000
建仓
LB
LANDBRIDGE COMPANY LLC
+$18.7K
290
建仓
DGRO
ISHARES TR
+$17.2K
280
减持
—
ALCON AG
-$17.1K
862
-4%
增持
SHOP
SHOPIFY INC
+$15.9K
300
+50%
清仓
—
CONSOL ENERGY INC NEW
-$15.7K
0
-100%
减持
IHAK
ISHARES TR
-$15.6K
28,391
-1%
建仓
PTRB
PGIM ETF TR
+$14.8K
362
增持
IVV
ISHARES TR
+$14.8K
1,007
+0%
减持
ACB
AURORA CANNABIS INC
-$14.7K
8
-100%
建仓
—
NEBIUS GROUP N.V.
+$13.8K
500
清仓
—
MARATHON OIL CORP
-$13.8K
0
-100%
减持
MRNA
MODERNA INC
-$13.6K
10
-95%
减持
SYY
SYSCO CORP
-$13.3K
2,570
-4%
增持
IWD
ISHARES TR
+$12.9K
126
+129%
减持
RIVN
RIVIAN AUTOMOTIVE INC
+$12.8K
6,675
-1%
增持
VTI
VANGUARD INDEX FDS
+$12.0K
1,071
+2%
增持
RF
REGIONS FINANCIAL CORP NEW
+$11.8K
800
+167%
增持
VST
VISTRA CORP
+$11.8K
300
+20%
减持
ARTV
ARTIVA BIOTHERAPEUTICS INC
-$11.0K
900
-31%
建仓
CORT
CORCEPT THERAPEUTICS INC
+$10.1K
200
减持
QQQ
INVESCO QQQ TR
+$9.8K
712
-2%
清仓
BMO
BANK MONTREAL QUE
-$9.0K
0
-100%
增持
KGC
KINROSS GOLD CORP
+$9.0K
4,302
+30%
清仓
—
TILRAY BRANDS INC
-$8.8K
0
-100%
减持
DOW
DOW INC
-$8.7K
463
-7%
清仓
BIV
VANGUARD BD INDEX FDS
-$8.3K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$8.3K
0
-100%
增持
QUAL
ISHARES TR
+$7.7K
284
+19%
清仓
—
APTIV PLC
-$7.2K
0
-100%
清仓
IEFA
ISHARES TR
-$7.0K
0
-100%
减持
VEEV
VEEVA SYS INC
+$6.8K
26,681
-0%
清仓
SAFE
SAFEHOLD INC
-$6.6K
0
-100%
增持
BLFS
BIOLIFE SOLUTIONS INC
+$6.2K
1,300
+18%
建仓
TMHC
TAYLOR MORRISON HOME CORP
+$6.1K
100
建仓
—
APTIV PLC
+$6.0K
100
建仓
NCTY
THE9 LTD
+$5.8K
400
建仓
KMI
KINDER MORGAN INC DEL
+$5.6K
203
减持
—
DUPONT DE NEMOURS INC
-$5.2K
463
-7%
增持
—
ZIM INTEGRATED SHIPPING SERV
+$5.1K
4,300
+26%
增持
IWN
ISHARES TR
+$4.9K
54
+125%
增持
MTB
M & T BK CORP
+$4.8K
426
+1%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$4.4K
12
+20%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$4.3K
0
-100%
增持
ETR
ENTERGY CORP NEW
+$4.0K
400
+100%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$3.8K
1,266
+7%
增持
PANW
PALO ALTO NETWORKS INC
+$3.3K
300
+100%
清仓
CLNE
CLEAN ENERGY FUELS CORP
-$3.1K
0
-100%
增持
IJH
ISHARES TR
+$3.1K
555
+10%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$3.0K
3,000
-14%
减持
REET
ISHARES TR
-$3.0K
126
-44%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$3.0K
2,787
+0%
减持
HESM
HESS MIDSTREAM LP
+$2.9K
7,745
-4%
清仓
KHC
KRAFT HEINZ CO
-$2.4K
0
-100%
建仓
LAC
LITHIUM AMERS CORP NEW
+$2.4K
800
增持
RECS
COLUMBIA ETF TR I
+$2.2K
357
+19%
建仓
TCAF
T ROWE PRICE ETF INC
+$2.0K
59
增持
FELV
FIDELITY COVINGTON TRUST
-$1.9K
5,558
+0%
减持
IEMG
ISHARES INC
-$1.9K
77
-25%
清仓
PAA
PLAINS ALL AMERN PIPELINE L
-$1.7K
0
-100%
增持
FBCG
FIDELITY COVINGTON TRUST
+$1.6K
445
+0%
建仓
DBVT
DBV TECHNOLOGIES S A
+$927
300
增持
SCHV
SCHWAB STRATEGIC TR
-$918
1,275
+200%
增持
BOND
PIMCO ETF TR
-$861
267
+1%
