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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 29
增持 47
减持 53
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.4M
73,051
-0%
增持
CLS
CELESTICA INC
+$2.8M
31,105
+0%
增持
AAPL
APPLE INC
+$2.3M
46,668
+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。
减持
TSLA
TESLA INC
+$1.9M
16,173
-3%
减持
RYAN
RYAN SPECIALTY HOLDINGS INC
-$1.3M
11,575
-61%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$1.3M
29,000
+1%
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
35,465
+1%
增持
ABBV
ABBVIE INC
+$1.2M
25,431
+0%
增持
BAI
BLACKROCK ETF TRUST
+$1.1M
45,255
+183%
增持
RTX
RTX CORPORATION
+$1.0M
40,513
+3%
减持
NEE
NEXTERA ENERGY INC
+$995.4K
183,222
-1%
减持
MSFT
MICROSOFT CORP
+$968.1K
48,601
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$799.3K
11,166
+14%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$721.4K
5,050
+3267%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$685.7K
34,739
+34%
减持
MDLZ
MONDELEZ INTL INC
-$636.8K
23,578
-25%
建仓
—
KINIKSA PHARMACEUTICALS INTL
+$625.2K
16,100
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$591.8K
13,497
+25%
增持
XLV
SELECT SECTOR SPDR TR
+$525.7K
3,844
+5471%
减持
NFG
NATIONAL FUEL GAS CO
-$509.0K
150
-98%
清仓
ZS
ZSCALER INC
-$497.6K
0
-100%
建仓
SYM
SYMBOTIC INC
+$487.8K
9,050
建仓
CCJ
CAMECO CORP
+$460.8K
5,495
建仓
PFF
ISHARES TR
+$401.9K
12,710
减持
LLY
ELI LILLY & CO
-$370.2K
705
-39%
减持
GEV
GE VERNOVA INC
-$359.0K
10
-99%
减持
AMZN
AMAZON COM INC
-$357.7K
5,464
-23%
减持
LMT
LOCKHEED MARTIN CORP
-$347.4K
1,669
-35%
减持
STZ
CONSTELLATION BRANDS INC
-$318.0K
2,640
-36%
增持
RGTI
RIGETTI COMPUTING INC
+$310.3K
13,600
+70%
减持
HESM
HESS MIDSTREAM LP
-$292.2K
900
-89%
建仓
CLM
CORNERSTONE STRATEGIC INVEST
+$289.1K
34,913
增持
NLR
VANECK ETF TRUST
+$284.9K
3,350
+120%
建仓
KRMN
KARMAN HLDGS INC
+$270.8K
3,750
减持
EME
EMCOR GROUP INC
-$262.9K
100
-84%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$210.7K
7,503
+222%
增持
HNGE
HINGE HEALTH INC
+$202.7K
6,450
+193%
建仓
MP
MP MATERIALS CORP
+$201.2K
3,000
减持
SNOW
SNOWFLAKE INC
-$196.8K
342
-72%
减持
COST
COSTCO WHSL CORP NEW
-$195.9K
3,016
-0%
增持
IHAK
ISHARES TR
+$195.1K
32,241
+15%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$169.5K
0
-100%
增持
PAAS
PAN AMERN SILVER CORP
+$168.3K
5,666
+215%
减持
HRL
HORMEL FOODS CORP
-$167.0K
19,335
-9%
增持
RCAT
RED CAT HLDGS INC
+$156.3K
21,500
+136%
减持
CL
COLGATE PALMOLIVE CO
-$155.6K
7,564
-10%
增持
KGC
KINROSS GOLD CORP
+$149.7K
12,333
+23%
建仓
EQT
EQT CORP
+$136.1K
2,500
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$131.2K
7,156
+0%
减持
PEP
PEPSICO INC
+$131.1K
42,269
-4%
减持
KO
COCA COLA CO
-$128.3K
28,811
-0%
增持
ATRO
ASTRONICS CORP
+$125.3K
8,950
+6%
建仓
CENX
CENTURY ALUM CO
+$120.4K
4,100
建仓
AMSC
AMERICAN SUPERCONDUCTOR CORP
+$118.8K
2,000
增持
AEP
AMERICAN ELEC PWR CO INC
+$109.6K
9,575
+3%
增持
V
VISA INC
-$109.5K
8,530
+0%
减持
FISV
FISERV INC
-$104.9K
2,376
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$100.3K
10,514
+1%
清仓
CHWY
CHEWY INC
-$100.2K
0
-100%
减持
ABT
ABBOTT LABS
-$98.7K
42,468
-0%
减持
UBER
UBER TECHNOLOGIES INC
-$95.2K
150
-87%
清仓
—
DIREXION SHS ETF TR
-$91.6K
0
-100%
建仓
SPXS
DIREXION SHS ETF TR
+$91.6K
4,200
减持
TXN
TEXAS INSTRS INC
-$91.3K
3,735
-0%
建仓
—
IREN LIMITED
+$89.2K
1,900
增持
APP
APPLOVIN CORP
+$82.0K
121
+764%
建仓
MU
MICRON TECHNOLOGY INC
+$79.5K
475
清仓
SEZL
SEZZLE INC
-$71.7K
0
-100%
清仓
—
MAG SILVER CORP
-$70.8K
0
-100%
增持
FBCG
FIDELITY COVINGTON TRUST
+$70.2K
1,847
+208%
减持
—
ZIM INTEGRATED SHIPPING SERV
-$69.9K
300
-93%
增持
HALO
HALOZYME THERAPEUTICS INC
+$68.9K
1,035
+672%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$68.8K
9,915
-5%
增持
GOOG
ALPHABET INC
+$67.7K
540
+50%
减持
SJM
SMUCKER J M CO
+$65.8K
7,268
-1%
清仓
HWM
HOWMET AEROSPACE INC
-$60.5K
0
-100%
清仓
IIIN
INSTEEL INDS INC
-$59.5K
0
-100%
清仓
ADMA
ADMA BIOLOGICS INC
-$58.3K
0
-100%
减持
GOOGL
ALPHABET INC
+$57.7K
987
-5%
减持
PYPL
PAYPAL HLDGS INC
-$56.5K
7,093
-1%
减持
—
EXXON MOBIL CORP
-$53.4K
2,002
-23%
增持
AJG
GALLAGHER ARTHUR J & CO
+$50.8K
507
+53%
清仓
GEN
GEN DIGITAL INC
-$50.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$41.1K
5,837
-1%
增持
PFE
PFIZER INC
+$38.9K
19,639
+3%
减持
NVDA
NVIDIA CORPORATION
-$38.7K
16,783
-16%
增持
BILS
SPDR SERIES TRUST
+$37.9K
1,180
+48%
增持
GFI
GOLD FIELDS LTD
+$37.1K
1,252
+92%
减持
SMCI
SUPER MICRO COMPUTER INC
-$37.1K
44
-95%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$30.7K
324
+49%
增持
NI
NISOURCE INC
+$30.0K
6,050
+5%
减持
NVS
NOVARTIS AG
+$28.6K
4,916
-1%
增持
QQQ
INVESCO QQQ TR
+$27.9K
470
+2%
增持
CSX
CSX CORP
+$27.7K
8,500
+1%
增持
VTI
VANGUARD INDEX FDS
+$27.3K
1,122
+0%
建仓
IEUR
ISHARES TR
+$27.2K
400
减持
KMB
KIMBERLY-CLARK CORP
-$27.1K
3,100
-3%
减持
AMT
AMERICAN TOWER CORP NEW
-$26.4K
149
-40%
清仓
HYG
ISHARES TR
-$25.6K
0
-100%
减持
HIG
HARTFORD INSURANCE GROUP INC
+$25.2K
7,760
-3%
清仓
EXEL
EXELIXIS INC
-$24.2K
0
-100%
清仓
AES
AES CORP
-$24.2K
0
-100%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$23.9K
300
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$23.9K
324
+10%
减持
CRCL
CIRCLE INTERNET GROUP INC
-$23.7K
300
-14%
清仓
MAA
MID-AMER APT CMNTYS INC
-$22.9K
0
-100%
建仓
GLDM
WORLD GOLD TR
+$22.5K
294
增持
WMT
WALMART INC
+$22.1K
2,950
+2%
减持
BCS
BARCLAYS PLC
-$21.7K
300
-80%
减持
JPM
JPMORGAN CHASE & CO.
-$17.7K
940
-4%
减持
WM
WASTE MGMT INC DEL
-$17.5K
1,850
-1%
建仓
DLR
DIGITAL RLTY TR INC
+$17.3K
100
建仓
VV
VANGUARD INDEX FDS
+$17.2K
56
减持
GE
GE AEROSPACE
-$17.2K
599
-22%
清仓
WU
WESTERN UN CO
-$16.8K
0
-100%
减持
OTIS
OTIS WORLDWIDE CORP
-$16.3K
724
-13%
清仓
AEVA
AEVA TECHNOLOGIES INC
-$16.1K
0
-100%
建仓
XBI
SPDR SERIES TRUST
+$15.0K
150
清仓
ASTS
AST SPACEMOBILE INC
-$14.0K
0
-100%
建仓
AGI
ALAMOS GOLD INC NEW
+$13.9K
400
建仓
FNDX
SCHWAB STRATEGIC TR
+$13.6K
518
减持
QSI
QUANTUM SI INC
-$13.6K
10,500
-28%
清仓
DDOG
DATADOG INC
-$13.4K
0
-100%
清仓
LNG
CHENIERE ENERGY INC
-$13.2K
0
-100%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$13.1K
1,030
+29%
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$12.7K
0
-100%
减持
PYLD
PIMCO ETF TR
-$12.6K
585
-45%
减持
—
CHUBB LIMITED
-$12.5K
361
-9%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$12.5K
750
-25%
减持
DUK
DUKE ENERGY CORP NEW
+$12.4K
2,685
-1%
建仓
ESGV
VANGUARD WORLD FD
+$11.8K
100
减持
TVTX
TRAVERE THERAPEUTICS INC
-$11.6K
1,000
-58%
建仓
SCHX
SCHWAB STRATEGIC TR
+$11.5K
438
清仓
XLP
SELECT SECTOR SPDR TR
-$11.3K
0
-100%
增持
IJT
ISHARES TR
+$10.9K
177
+67%
增持
FELV
FIDELITY COVINGTON TRUST
+$10.7K
5,635
+0%
建仓
BINC
BLACKROCK ETF TRUST II
+$10.6K
200
增持
IWP
ISHARES TR
+$10.5K
217
+48%
减持
—
MEDTRONIC PLC
+$10.4K
2,908
-5%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$9.9K
800
+32%
增持
T
AT&T INC
-$9.8K
14,427
+0%
建仓
CPB
THE CAMPBELLS COMPANY
+$9.5K
300
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$9.5K
225
减持
ORCL
ORACLE CORP
+$9.4K
500
-17%
建仓
FNDE
SCHWAB STRATEGIC TR
+$9.2K
254
减持
—
ALKERMES PLC
-$8.9K
150
-67%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$8.9K
2,266
+9%
建仓
SUSL
ISHARES TR
+$8.8K
75
减持
NVO
NOVO-NORDISK A S
-$8.6K
13
-90%
建仓
FNDF
SCHWAB STRATEGIC TR
+$7.9K
185
