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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 36
增持 47
减持 49
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$1.8M
48,325
-1%
增持
VEEV
VEEVA SYS INC
-$1.6M
28,386
+6%
增持
RTX
RTX CORPORATION
+$1.3M
44,263
+9%
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
CLS
CELESTICA INC
+$1.3M
30,325
-3%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$1.2M
19,000
-34%
增持
NEE
NEXTERA ENERGY INC
+$896.0K
183,450
+0%
增持
AAPL
APPLE INC
+$804.1K
46,669
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$802.4K
9,249
-17%
增持
JNJ
JOHNSON & JOHNSON
+$790.3K
35,594
+0%
建仓
HMY
HARMONY GOLD MINING CO LTD
+$775.1K
38,950
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$710.8K
13,802
建仓
GILD
GILEAD SCIENCES INC
+$693.6K
5,651
建仓
XLI
SELECT SECTOR SPDR TR
+$601.1K
3,875
建仓
CFG
CITIZENS FINL GROUP INC
+$508.2K
8,700
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$470.5K
15,822
+17%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$426.8K
10,246
-5%
减持
PFF
ISHARES TR
-$386.4K
500
-96%
减持
RGTI
RIGETTI COMPUTING INC
-$377.5K
1,250
-91%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$377.1K
72,849
-0%
减持
KMB
KIMBERLY-CLARK CORP
-$375.4K
100
-97%
减持
BX
BLACKSTONE INC
-$346.0K
4,600
-26%
减持
CLX
CLOROX CO DEL
-$344.2K
1,600
-61%
增持
ABT
ABBOTT LABS
-$323.5K
42,818
+1%
增持
TVTX
TRAVERE THERAPEUTICS INC
+$272.2K
7,750
+675%
清仓
NI
NISOURCE INC
-$262.0K
0
-100%
减持
STZ
CONSTELLATION BRANDS INC
-$253.4K
740
-72%
增持
MDLZ
MONDELEZ INTL INC
-$203.6K
23,581
+0%
清仓
MP
MP MATERIALS CORP
-$201.2K
0
-100%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$192.5K
9,100
-8%
减持
HRL
HORMEL FOODS CORP
-$183.6K
12,435
-36%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$177.0K
4,291
+21%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$176.5K
3,900
+420%
增持
XLV
SELECT SECTOR SPDR TR
+$164.6K
4,519
+18%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
-$157.3K
34,754
+0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$153.7K
10,675
+11%
减持
IHAK
ISHARES TR
-$140.5K
32,142
-0%
减持
RYAN
RYAN SPECIALTY HOLDINGS INC
-$137.4K
9,975
-14%
清仓
EQT
EQT CORP
-$136.1K
0
-100%
增持
KGC
KINROSS GOLD CORP
+$131.0K
15,535
+26%
增持
NVS
NOVARTIS AG
+$130.1K
5,516
+12%
清仓
CENX
CENTURY ALUM CO
-$120.4K
0
-100%
清仓
AMSC
AMERICAN SUPERCONDUCTOR CORP
-$118.8K
0
-100%
建仓
—
AURA MINERALS INC
+$118.5K
2,350
增持
VYM
VANGUARD WHITEHALL FDS
+$106.0K
11,064
+5%
减持
NVDA
NVIDIA CORPORATION
-$105.7K
16,223
-3%
增持
KO
COCA COLA CO
+$103.7K
28,815
+0%
增持
OKE
ONEOK INC NEW
+$100.0K
2,738
+97%
减持
PG
PROCTER AND GAMBLE CO
-$97.6K
5,577
-4%
增持
PAAS
PAN AMERN SILVER CORP
+$94.3K
6,055
+7%
减持
SJM
SMUCKER J M CO
-$88.2K
7,168
-1%
减持
PEP
PEPSICO INC
-$82.7K
40,786
-4%
增持
ATRO
ASTRONICS CORP
+$82.7K
9,050
+1%
建仓
NKE
NIKE INC
+$79.6K
1,250
减持
V
VISA INC
+$78.9K
8,528
-0%
建仓
GMED
GLOBUS MED INC
+$78.6K
900
建仓
UEC
URANIUM ENERGY CORP
+$78.3K
6,700
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$78.0K
2,500
建仓
ISRA
VANECK ETF TRUST
+$76.4K
1,300
减持
IVV
ISHARES TR
-$72.1K
786
-14%
减持
HON
HONEYWELL INTL INC
-$71.2K
2,911
-4%
建仓
EWJ
ISHARES INC
+$68.6K
850
减持
PYPL
PAYPAL HLDGS INC
-$63.3K
7,063
-0%
增持
MU
MICRON TECHNOLOGY INC
+$63.2K
500
+5%
增持
CCJ
CAMECO CORP
+$60.2K
5,695
+4%
减持
HALO
HALOZYME THERAPEUTICS INC
-$60.1K
235
-77%
减持
COO
COOPER COS INC
+$58.1K
6,385
-6%
增持
XLF
SELECT SECTOR SPDR TR
+$54.9K
1,147
+686%
增持
BAC
BANK AMERICA CORP
+$54.6K
1,802
+109%
增持
—
KINIKSA PHARMACEUTICALS INTL
+$49.3K
16,350
+2%
减持
IUSG
ISHARES TR
-$49.2K
155
-66%
增持
T
AT&T INC
-$48.8K
14,439
+0%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$48.6K
3,540
+41%
减持
ZTS
ZOETIS INC
-$42.0K
380
-38%
减持
—
LYONDELLBASELL INDUSTRIES N
-$41.8K
225
-79%
增持
WMT
WALMART INC
+$41.3K
3,100
+5%
减持
EME
EMCOR GROUP INC
-$40.5K
40
-60%
减持
VTV
VANGUARD INDEX FDS
-$40.0K
431
-34%
减持
AGX
ARGAN INC
-$38.3K
50
-75%
减持
PFE
PFIZER INC
-$33.8K
18,739
-5%
增持
AVGO
BROADCOM INC
+$32.3K
266
+47%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$31.0K
190
-76%
减持
QQQ
INVESCO QQQ TR
-$29.1K
412
-12%
减持
—
IREN LIMITED
-$28.7K
1,600
-16%
增持
APP
APPLOVIN CORP
+$28.3K
171
+41%
减持
AJG
GALLAGHER ARTHUR J & CO
-$27.6K
500
-1%
增持
CMS
CMS ENERGY CORP
+$26.2K
939
+74%
增持
KRMN
KARMAN HLDGS INC
+$25.6K
4,050
+8%
清仓
DGRO
ISHARES TR
-$24.2K
0
-100%
建仓
REVS
COLUMBIA ETF TR I
+$22.6K
800
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$22.6K
1,064
+89%
减持
TSLA
TESLA INC
+$22.4K
16,043
-1%
增持
LMT
LOCKHEED MARTIN CORP
-$21.1K
1,679
+1%
增持
RECS
COLUMBIA ETF TR I
+$20.6K
886
+130%
建仓
BRO
BROWN & BROWN INC
+$19.9K
250
增持
BAI
BLACKROCK ETF TRUST
-$18.6K
45,864
+1%
清仓
DLR
DIGITAL RLTY TR INC
-$17.3K
0
-100%
建仓
PACS
PACS GROUP INC
+$17.3K
450
清仓
—
KELLANOVA
-$16.1K
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$16.0K
0
-100%
增持
GDX
VANECK ETF TRUST
+$15.8K
1,658
+0%
建仓
—
CRH PLC
+$15.6K
125
增持
ISPY
PROSHARES TR
+$15.5K
783
+75%
建仓
NOW
SERVICENOW INC
+$15.3K
100
减持
VTRS
VIATRIS INC
-$15.3K
1,033
-64%
增持
GFI
GOLD FIELDS LTD
+$15.2K
1,552
+24%
清仓
QSI
QUANTUM SI INC
-$14.8K
0
-100%
减持
SYM
SYMBOTIC INC
-$14.8K
7,950
-12%
清仓
—
TRANE TECHNOLOGIES PLC
-$14.3K
0
-100%
减持
AMLP
ALPS ETF TR
-$14.1K
125
-71%
建仓
NWG
NATWEST GROUP PLC
+$14.0K
800
清仓
AGI
ALAMOS GOLD INC NEW
-$13.9K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$13.3K
425
-29%
建仓
PATH
UIPATH INC
+$13.1K
800
增持
NOK
NOKIA CORP
+$10.9K
3,500
+40%
清仓
TGTX
TG THERAPEUTICS INC
-$10.8K
0
-100%
建仓
RIGL
RIGEL PHARMACEUTICALS INC
+$10.7K
250
减持
IJH
ISHARES TR
-$10.4K
442
-27%
增持
NVO
NOVO-NORDISK A S
+$10.1K
213
+1538%
清仓
MPLX
MPLX LP
-$10.0K
0
-100%
减持
XIFR
XPLR INFRASTRUCTURE LP
-$9.9K
1,200
-44%
清仓
TCHP
T ROWE PRICE ETF INC
-$9.8K
0
-100%
建仓
AG
FIRST MAJESTIC SILVER CORP
+$9.6K
575
清仓
AHR
AMERICAN HEALTHCARE REIT INC
-$9.5K
0
-100%
增持
SPSM
SPDR SERIES TRUST
+$9.4K
330
+154%
减持
—
EXXON MOBIL CORP
+$9.2K
1,952
-2%
增持
CVX
CHEVRON CORP NEW
+$9.1K
870
+9%
减持
EL
LAUDER ESTEE COS INC
+$9.1K
1,080
-8%
建仓
PTY
PIMCO CORPORATE & INCOME OPP
+$9.0K
700
建仓
CDE
COEUR MNG INC
+$8.9K
500
建仓
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$8.7K
300
清仓
CSQ
CALAMOS STRATEGIC TOTAL RETU
-$8.4K
0
-100%
建仓
ACMR
ACM RESH INC
+$7.9K
200
建仓
AVNS
AVANOS MED INC
+$7.9K
700
建仓
KNTK
KINETIK HOLDINGS INC
+$7.2K
200
增持
FELV
FIDELITY COVINGTON TRUST
+$7.2K
5,658
+0%
建仓
WY
WEYERHAEUSER CO MTN BE
+$7.1K
300
建仓
TTMI
TTM TECHNOLOGIES INC
+$6.9K
100
建仓
PRM
PERIMETER SOLUTIONS INC
+$6.9K
250
增持
RCAT
RED CAT HLDGS INC
-$6.8K
27,200
+27%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$6.6K
7,209
-4%
增持
BCS
BARCLAYS PLC
+$6.5K
500
+67%
建仓
AUPH
AURINIA PHARMACEUTICALS INC
+$6.4K
400
清仓
EAT
BRINKER INTL INC
-$6.3K
0
-100%
建仓
AMRX
AMNEAL PHARMACEUTICALS INC
+$6.3K
500
建仓
KYN
KAYNE ANDERSON ENERGY INFRST
+$6.2K
503
减持
CAVA
CAVA GROUP INC
-$6.1K
50
-67%
减持
GIS
GENERAL MLS INC
-$6.1K
400
-24%
建仓
ARCC
ARES CAPITAL CORP
+$6.1K
300
建仓
ZION
ZIONS BANCORPORATION N A
+$5.9K
100
建仓
VLY
VALLEY NATL BANCORP
+$5.8K
500
