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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 30
增持 36
减持 61
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$3.1M
48,401
-4%
减持
AAPL
APPLE INC
-$2.1M
48,440
-6%
减持
TSLA
TESLA INC
-$1.6M
10,284
-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
ABT
ABBOTT LABS
+$819.3K
42,510
-0%
增持
RTX
RTX CORPORATION
+$793.3K
39,542
+3%
增持
DVN
DEVON ENERGY CORP NEW
+$752.2K
20,850
+3375%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$715.2K
10,671
-4%
减持
JNJ
JOHNSON & JOHNSON
+$705.9K
35,125
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$554.3K
7,136
-0%
减持
GEN
GEN DIGITAL INC
-$521.9K
1,700
-92%
减持
INTC
INTEL CORP
-$488.9K
3,400
-88%
减持
UNH
UNITEDHEALTH GROUP INC
-$476.1K
24,143
-7%
减持
CLS
CELESTICA INC
-$472.2K
27,955
-4%
减持
SPY
SPDR S&P 500 ETF TR
-$465.7K
1,310
-36%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$450.0K
72,606
-3%
减持
NEE
NEXTERA ENERGY INC
-$443.1K
185,733
-2%
减持
RGTI
RIGETTI COMPUTING INC
-$414.3K
8,000
-74%
减持
STZ
CONSTELLATION BRANDS INC
-$368.3K
5,700
-11%
建仓
NFG
NATIONAL FUEL GAS CO
+$350.4K
4,425
增持
NVDA
NVIDIA CORPORATION
-$343.8K
23,963
+9%
减持
HON
HONEYWELL INTL INC
-$291.4K
3,036
-27%
减持
AMZN
AMAZON COM INC
-$280.9K
5,876
-8%
减持
KO
COCA COLA CO
+$261.9K
28,442
-0%
增持
MDLZ
MONDELEZ INTL INC
+$260.1K
31,280
+0%
减持
RYAN
RYAN SPECIALTY HOLDINGS INC
+$252.8K
29,500
-2%
减持
PEP
PEPSICO INC
-$252.4K
44,864
-2%
增持
SJM
SMUCKER J M CO
+$246.5K
13,634
+10%
减持
MRK
MERCK & CO INC
-$233.3K
5,068
-27%
清仓
VBNK
VERSABANK NEW
-$221.6K
0
-100%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$202.9K
10,565
-3%
减持
JPM
JPMORGAN CHASE & CO.
-$198.6K
940
-46%
减持
DXCM
DEXCOM INC
-$198.4K
500
-83%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$196.2K
14,880
-6%
减持
XIFR
XPLR INFRASTRUCTURE LP
-$193.2K
2,150
-82%
减持
PYPL
PAYPAL HLDGS INC
-$168.8K
7,122
-4%
减持
CLX
CLOROX CO DEL
-$162.6K
4,300
-12%
减持
KWR
QUAKER HOUGHTON
-$161.3K
1,200
-45%
减持
NLR
VANECK ETF TRUST
-$159.2K
575
-77%
减持
QQQ
INVESCO QQQ TR
-$158.2K
439
-38%
建仓
NOW
SERVICENOW INC
+$155.2K
195
增持
BAI
BLACKROCK ETF TRUST
+$149.9K
13,380
+153%
减持
LLY
ELI LILLY & CO
-$130.5K
1,159
-18%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$121.6K
100
-96%
增持
HESM
HESS MIDSTREAM LP
+$114.7K
9,495
+23%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$114.2K
24,150
+6%
增持
GDX
VANECK ETF TRUST
+$110.5K
2,625
+775%
减持
NML
NEUBERGER BERMAN ENERGY INFR
-$108.8K
3,900
-76%
增持
—
EXXON MOBIL CORP
+$90.4K
3,014
+21%
增持
T
AT&T INC
+$88.1K
14,299
+3%
增持
GOOG
ALPHABET INC
+$85.3K
1,125
+137%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$81.8K
464
-42%
增持
PFE
PFIZER INC
+$81.2K
23,139
+22%
减持
IVV
ISHARES TR
-$77.5K
917
-9%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$77.5K
0
-100%
减持
—
ZIM INTEGRATED SHIPPING SERV
-$70.4K
1,500
-65%
增持
KGC
KINROSS GOLD CORP
+$68.6K
8,605
+100%
减持
CMCSA
COMCAST CORP NEW
-$67.7K
2,773
-39%
清仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$66.1K
0
-100%
清仓
ALAB
ASTERA LABS INC
-$64.9K
0
-100%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$64.7K
2,088
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$64.3K
90
-63%
增持
UBER
UBER TECHNOLOGIES INC
+$62.4K
980
+553%
减持
—
GENCO SHIPPING & TRADING LTD
-$60.5K
1,000
-81%
清仓
CRM
SALESFORCE INC
-$58.5K
0
-100%
增持
AJG
GALLAGHER ARTHUR J & CO
+$55.4K
325
+63%
增持
APP
APPLOVIN CORP
+$54.9K
635
+81%
减持
HRL
HORMEL FOODS CORP
-$51.5K
21,335
-6%
减持
MS
MORGAN STANLEY
-$51.2K
96
-81%
清仓
WAY
WAYSTAR HLDG CORP
-$47.7K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$46.5K
10,364
-4%
建仓
TVTX
TRAVERE THERAPEUTICS INC
+$43.0K
2,400
清仓
—
ODDITY TECH LTD
-$42.0K
0
-100%
清仓
VST
VISTRA CORP
-$41.4K
0
-100%
清仓
BNY
BANK NEW YORK MELLON CORP
-$38.4K
0
-100%
减持
QCOM
QUALCOMM INC
-$38.4K
97
-72%
增持
AVGO
BROADCOM INC
+$35.9K
450
+165%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$33.9K
25,955
-1%
减持
PG
PROCTER AND GAMBLE CO
-$33.7K
5,987
-5%
增持
—
MEDTRONIC PLC
+$33.5K
2,958
+2%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$33.0K
2,315
+83%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$32.1K
166
清仓
SHOP
SHOPIFY INC
-$31.9K
0
-100%
减持
CVS
CVS HEALTH CORP
+$31.8K
1,783
-10%
减持
DIS
DISNEY WALT CO
-$31.7K
1,880
-4%
增持
AMAT
APPLIED MATLS INC
+$29.7K
394
+133%
减持
VERX
VERTEX INC
-$29.5K
300
-60%
建仓
AES
AES CORP
+$28.6K
2,300
清仓
LQD
ISHARES TR
-$28.1K
0
-100%
减持
VRT
VERTIV HOLDINGS CO
-$26.9K
100
-67%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$26.0K
3,550
-3%
增持
PAGP
PLAINS GP HLDGS L P
+$25.9K
5,000
+14%
减持
SYY
SYSCO CORP
-$25.7K
2,276
-11%
减持
EL
LAUDER ESTEE COS INC
-$25.6K
1,180
-14%
清仓
DEO
DIAGEO PLC
-$25.4K
0
-100%
建仓
DOCU
DOCUSIGN INC
+$24.4K
300
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$24.0K
242
建仓
SMCI
SUPER MICRO COMPUTER INC
+$24.0K
700
清仓
XLK
SELECT SECTOR SPDR TR
-$23.3K
0
-100%
减持
XLP
SELECT SECTOR SPDR TR
-$23.2K
139
-68%
建仓
ZS
ZSCALER INC
+$22.8K
115
增持
NI
NISOURCE INC
+$22.0K
5,500
+2%
减持
ADMA
ADMA BIOLOGICS INC
-$21.3K
700
-66%
减持
BIL
SPDR SER TR
-$20.1K
98
-69%
增持
NOBL
PROSHARES TR
+$19.9K
274
+238%
清仓
SOUN
SOUNDHOUND AI INC
-$19.8K
0
-100%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$19.3K
564
清仓
RF
REGIONS FINANCIAL CORP NEW
-$18.8K
0
-100%
清仓
LB
LANDBRIDGE COMPANY LLC
-$18.7K
0
-100%
减持
ASTS
AST SPACEMOBILE INC
-$16.4K
300
-73%
减持
BLFS
BIOLIFE SOLUTIONS INC
-$15.5K
800
-38%
增持
XYL
XYLEM INC
+$15.2K
360
+50%
建仓
MFG
MIZUHO FINANCIAL GROUP INC
+$14.9K
2,700
增持
GLD
SPDR GOLD TR
+$14.1K
75
+142%
清仓
CAG
CONAGRA BRANDS INC
-$13.9K
0
-100%
清仓
—
NEBIUS GROUP N.V.
-$13.8K
0
-100%
建仓
ISPY
PROSHARES TR
+$13.8K
329
建仓
QFIN
QIFU TECHNOLOGY INC
+$13.5K
300
建仓
IJT
ISHARES TR
+$13.2K
106
清仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$13.1K
0
-100%
增持
FBCG
FIDELITY COVINGTON TRUST
+$12.6K
830
+87%
建仓
LNG
CHENIERE ENERGY INC
+$12.5K
54
清仓
EFAV
ISHARES TR
-$12.4K
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$12.3K
635
+61%
增持
SUPN
SUPERNUS PHARMACEUTICALS INC
+$12.2K
1,975
+36%
建仓
TGTX
TG THERAPEUTICS INC
+$11.8K
300
建仓
CNR
CORE NATURAL RESOURCES INC
+$11.6K
150
建仓
EXEL
EXELIXIS INC
+$11.1K
300
建仓
CELH
CELSIUS HLDGS INC
+$10.7K
300
增持
VICI
VICI PPTYS INC
+$10.7K
559
+116%
建仓
ACHR
ARCHER AVIATION INC
+$10.7K
1,500
增持
—
ALKERMES PLC
+$10.5K
450
+200%
建仓
FTXN
FIRST TR EXCHANGE TRADED FD
+$10.1K
333
清仓
CORT
CORCEPT THERAPEUTICS INC
-$10.1K
0
-100%
建仓
PCAR
PACCAR INC
+$9.7K
100
建仓
NUKZ
EXCHANGE TRADED CONCEPTS TRU
+$9.5K
250
增持
AGI
ALAMOS GOLD INC NEW
+$9.5K
700
+40%
增持
USMV
ISHARES TR
+$9.4K
334
+35%
建仓
CGMM
CAPITAL GROUP EQUITY ETF TR
+$9.3K
390
增持
RCAT
RED CAT HLDGS INC
+$8.9K
9,600
+159%
建仓
GFI
GOLD FIELDS LTD
+$8.8K
400
建仓
CAVA
CAVA GROUP INC
+$8.6K
100
增持
KEY
KEYCORP
+$8.0K
1,500
+50%
减持
AMLP
ALPS ETF TR
-$8.0K
425
-32%
减持
ARTV
ARTIVA BIOTHERAPEUTICS INC
-$7.9K
400
-56%
清仓
IXUS
ISHARES TR
-$7.9K
0
-100%
增持
PYLD
PIMCO ETF TR
+$7.6K
585
+95%
建仓
TCHP
T ROWE PRICE ETF INC
+$7.6K
200
建仓
XLF
SELECT SECTOR SPDR TR
+$7.3K
146
清仓
PINS
PINTEREST INC
-$7.3K
0
-100%
建仓
LDUR
PIMCO ETF TR
+$7.2K
75
