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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 33
增持 65
减持 37
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
UNH
UNITEDHEALTH GROUP INC
-$9.6M
9,797
-59%
增持
MSFT
MICROSOFT CORP
+$6.0M
48,662
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.8M
73,151
+1%
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
TSLA
TESLA INC
+$2.7M
16,743
+63%
增持
CLS
CELESTICA INC
+$2.6M
31,073
+11%
减持
AAPL
APPLE INC
-$1.2M
46,618
-4%
减持
MMM
3M CO
-$1.0M
888
-89%
减持
PEP
PEPSICO INC
-$921.8K
43,966
-2%
减持
SJM
SMUCKER J M CO
-$890.9K
7,368
-46%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$611.5K
28,600
+18%
减持
ABBV
ABBVIE INC
-$609.9K
25,429
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$609.0K
10,832
-27%
减持
NVDA
NVIDIA CORPORATION
+$573.0K
20,065
-16%
减持
RTX
RTX CORPORATION
+$521.4K
39,441
-0%
增持
ZS
ZSCALER INC
+$474.8K
1,585
+1278%
增持
JNJ
JOHNSON & JOHNSON
-$457.7K
35,138
+0%
增持
AMZN
AMAZON COM INC
+$439.5K
7,099
+21%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$378.3K
10,771
+1%
减持
STZ
CONSTELLATION BRANDS INC
-$372.6K
4,140
-27%
建仓
GEV
GE VERNOVA INC
+$365.1K
690
减持
MRK
MERCK & CO INC
-$344.1K
1,400
-72%
增持
PWR
QUANTA SVCS INC
+$337.4K
1,800
+33%
减持
NEE
NEXTERA ENERGY INC
-$330.6K
184,904
-0%
建仓
EME
EMCOR GROUP INC
+$327.9K
613
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$319.6K
25,864
-0%
建仓
ATRO
ASTRONICS CORP
+$282.9K
8,450
建仓
SNOW
SNOWFLAKE INC
+$273.9K
1,224
减持
DVN
DEVON ENERGY CORP NEW
-$245.4K
16,800
-19%
增持
BX
BLACKSTONE INC
+$203.8K
6,175
+20%
减持
RYAN
RYAN SPECIALTY HOLDINGS INC
-$180.3K
29,400
-0%
增持
NFG
NATIONAL FUEL GAS CO
+$172.4K
6,172
+39%
增持
BAI
BLACKROCK ETF TRUST
+$168.1K
15,980
+19%
增持
BSX
BOSTON SCIENTIFIC CORP
+$164.1K
1,578
+2877%
减持
APP
APPLOVIN CORP
-$163.4K
14
-98%
减持
IHAK
ISHARES TR
+$158.3K
28,041
-1%
清仓
NOW
SERVICENOW INC
-$155.2K
0
-100%
清仓
KWR
QUAKER HOUGHTON
-$148.3K
0
-100%
增持
ABT
ABBOTT LABS
+$147.9K
42,547
+0%
减持
CLX
CLOROX CO DEL
-$140.9K
4,100
-5%
增持
COST
COSTCO WHSL CORP NEW
+$135.2K
3,018
+0%
增持
NLR
VANECK ETF TRUST
+$127.4K
1,525
+165%
减持
PFE
PFIZER INC
-$124.8K
19,039
-18%
建仓
HNGE
HINGE HEALTH INC
+$113.8K
2,200
增持
FISV
FISERV INC
-$113.5K
2,385
+0%
减持
GOOG
ALPHABET INC
-$111.9K
360
-68%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$109.7K
10,415
-1%
增持
TXN
TEXAS INSTRS INC
+$106.4K
3,745
+0%
建仓
CHWY
CHEWY INC
+$100.2K
2,350
增持
GE
GE AEROSPACE
+$87.5K
767
+40%
减持
PG
PROCTER AND GAMBLE CO
-$82.4K
5,887
-2%
建仓
BILS
SPDR SERIES TRUST
+$79.5K
800
减持
—
EXXON MOBIL CORP
-$79.4K
2,589
-14%
减持
HESM
HESS MIDSTREAM LP
-$78.3K
8,395
-12%
增持
META
META PLATFORMS INC
+$72.0K
406
+3%
建仓
SEZL
SEZZLE INC
+$71.7K
400
建仓
—
MAG SILVER CORP
+$70.8K
3,350
增持
PYPL
PAYPAL HLDGS INC
+$67.5K
7,161
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$65.0K
978
+4%
清仓
SUPN
SUPERNUS PHARMACEUTICALS INC
-$64.7K
0
-100%
建仓
CRCL
CIRCLE INTERNET GROUP INC
+$63.5K
350
增持
ORCL
ORACLE CORP
+$61.3K
600
+20%
建仓
HWM
HOWMET AEROSPACE INC
+$60.5K
325
建仓
IIIN
INSTEEL INDS INC
+$59.5K
1,600
建仓
MRCY
MERCURY SYS INC
+$59.2K
1,100
增持
NVS
NOVARTIS AG
+$53.7K
4,973
+1%
增持
—
ZIM INTEGRATED SHIPPING SERV
+$52.1K
4,600
+207%
建仓
PAAS
PAN AMERN SILVER CORP
+$51.1K
1,800
减持
IVV
ISHARES TR
+$51.0K
912
-1%
增持
LLY
ELI LILLY & CO
-$49.1K
1,165
+1%
增持
QQQ
INVESCO QQQ TR
+$48.5K
461
+5%
增持
KGC
KINROSS GOLD CORP
+$48.3K
10,031
+17%
增持
VTI
VANGUARD INDEX FDS
+$46.4K
1,121
+5%
增持
V
VISA INC
+$44.7K
8,510
+0%
增持
ADMA
ADMA BIOLOGICS INC
+$44.4K
3,200
+357%
建仓
AGX
ARGAN INC
+$44.1K
200
增持
ET
ENERGY TRANSFER L P
+$39.4K
15,460
+19%
增持
CSCO
CISCO SYS INC
+$38.9K
4,208
+3%
增持
UBER
UBER TECHNOLOGIES INC
+$38.5K
1,178
+20%
清仓
STOT
SSGA ACTIVE TR
-$34.9K
0
-100%
减持
GDX
VANECK ETF TRUST
-$34.5K
1,655
-37%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$32.3K
6,000
+1400%
增持
WMT
WALMART INC
+$31.7K
2,883
+1%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$31.5K
280
增持
GOOGL
ALPHABET INC
+$29.6K
1,034
+5%
增持
AEP
AMERICAN ELEC PWR CO INC
-$29.5K
9,325
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$28.0K
1,000
+233%
建仓
BCS
BARCLAYS PLC
+$27.9K
1,500
减持
AMAT
APPLIED MATLS INC
-$26.2K
169
-57%
建仓
HYG
ISHARES TR
+$25.6K
317
减持
AVGO
BROADCOM INC
-$25.5K
181
-60%
减持
VB
VANGUARD INDEX FDS
-$24.7K
300
-31%
建仓
SPYM
SPDR SERIES TRUST
+$21.8K
300
减持
DOCU
DOCUSIGN INC
-$21.7K
35
-88%
增持
MCD
MCDONALDS CORP
-$20.7K
1,164
+1%
清仓
AGI
ALAMOS GOLD INC NEW
-$18.7K
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$17.2K
217
+31%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$17.0K
50
-33%
减持
—
FLEX LTD
+$17.0K
1,500
-14%
建仓
AEVA
AEVA TECHNOLOGIES INC
+$16.1K
425
增持
SMCI
SUPER MICRO COMPUTER INC
+$15.2K
800
+14%
清仓
MFG
MIZUHO FINANCIAL GROUP INC
-$14.9K
0
-100%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$13.9K
150
清仓
HOV
HOVNANIAN ENTERPRISES INC
-$13.6K
0
-100%
减持
NML
NEUBERGER BERMAN ENERGY INFR
-$13.5K
2,400
-38%
清仓
QFIN
QIFU TECHNOLOGY INC
-$13.5K
0
-100%
清仓
—
GENCO SHIPPING & TRADING LTD
-$13.4K
0
-100%
增持
EXEL
EXELIXIS INC
+$13.2K
550
+83%
建仓
SPYG
SPDR SERIES TRUST
+$13.2K
138
清仓
XLB
SELECT SECTOR SPDR TR
-$12.9K
0
-100%
增持
PYLD
PIMCO ETF TR
+$12.9K
1,066
+82%
增持
T
AT&T INC
+$12.9K
14,417
+1%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$12.7K
797
+42%
增持
MDLZ
MONDELEZ INTL INC
-$12.7K
31,283
+0%
建仓
ORA
ORMAT TECHNOLOGIES INC
+$12.6K
150
减持
XYL
XYLEM INC
-$12.0K
240
-33%
增持
NUKZ
EXCHANGE TRADED CONCEPTS TRU
+$11.8K
378
+51%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$11.6K
341
+41%
清仓
CNR
CORE NATURAL RESOURCES INC
-$11.6K
0
-100%
增持
NI
NISOURCE INC
+$11.5K
5,750
+5%
清仓
CELH
CELSIUS HLDGS INC
-$10.7K
0
-100%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$10.6K
46
清仓
VERX
VERTEX INC
-$10.5K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$10.4K
294
-37%
建仓
BSTZ
BLACKROCK SCIENCE & TECHNOLO
+$10.4K
500
增持
VRT
VERTIV HOLDINGS CO
+$10.1K
135
+35%
减持
RCAT
RED CAT HLDGS INC
+$9.8K
9,100
-5%
清仓
PCAR
PACCAR INC
-$9.7K
0
-100%
增持
BOND
PIMCO ETF TR
+$9.5K
374
+39%
建仓
EAT
BRINKER INTL INC
+$9.0K
50
清仓
BIL
SPDR SER TR
-$9.0K
0
-100%
减持
COP
CONOCOPHILLIPS
-$9.0K
200
-23%
增持
BAC
BANK AMERICA CORP
+$8.9K
949
+10%
增持
BBAI
BIGBEAR AI HLDGS INC
+$8.8K
1,500
+200%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$8.7K
2,329
+1%
增持
MS
MORGAN STANLEY
+$8.4K
139
+45%
建仓
IEFA
ISHARES TR
+$8.3K
100
增持
GS
GOLDMAN SACHS GROUP INC
+$8.3K
31
+24%
建仓
ITOT
ISHARES TR
+$7.8K
58
增持
DUK
DUKE ENERGY CORP NEW
-$7.6K
2,711
+1%
建仓
PAXS
PIMCO ACCESS INCOME FUND
+$7.6K
500
增持
CVX
CHEVRON CORP NEW
-$7.5K
818
+10%
增持
FTV
FORTIVE CORP
-$7.1K
496
+10%
建仓
PH
PARKER-HANNIFIN CORP
+$7.0K
10
增持
—
TE CONNECTIVITY PLC
+$7.0K
125
+25%
增持
WEC
WEC ENERGY GROUP INC
+$6.9K
840
+14%
建仓
PR
PERMIAN RESOURCES CORP
+$6.8K
500
建仓
AXP
AMERICAN EXPRESS CO
+$6.7K
21
建仓
TMC
TMC THE METALS COMPANY INC
+$6.6K
1,000
增持
GFI
GOLD FIELDS LTD
+$6.6K
652
+63%
增持
FELV
FIDELITY COVINGTON TRUST
+$6.6K
5,610
+0%
