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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 23
增持 28
减持 71
清仓 28
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$4.5M
45,888
-5%
减持
AAPL
APPLE INC
-$3.8M
31,144
-33%
减持
TSLA
TESLA INC
-$3.8M
8,714
-46%
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 LABORATORIES
-$3.8M
17,872
-58%
减持
CLS
CELESTICA INC
+$3.4M
29,680
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$3.0M
73,309
+1%
减持
NEE
NEXTERA ENERGY INC
+$2.2M
175,488
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.9M
3,238
-65%
减持
VEEV
VEEVA SYSTEMS INC
-$1.7M
27,247
-4%
减持
ABBV
ABBVIE INC COM USD0.01
-$1.4M
21,209
-17%
建仓
VCIT
VANGUARD SCOTTSDALE FUNDS
+$1.0M
12,475
减持
COST
COSTCO WHOLESALE CORP
-$950.2K
1,624
-46%
清仓
TKR
TIMKEN CO
-$919.1K
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$893.3K
0
-100%
建仓
JCPB
J P MORGAN EXCHANGE TRADED FD
+$889.0K
19,000
减持
NVDA
NVIDIA CORPORATION
-$799.3K
11,330
-30%
清仓
HMY
HARMONY GOLD MINING CO LTD
-$775.1K
0
-100%
增持
FDVV
FIDELITY HIGH DIVIDEND ETF
+$675.9K
11,618
+9746%
增持
AMZN
AMAZON.COM INC
+$665.7K
7,044
+29%
减持
—
CREDO TECHNOLOGY GROUP HOLDING LTD
-$615.2K
650
-87%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$594.2K
9,546
-7%
增持
VYM
VANGUARD WHITEHALL FDS
+$560.3K
13,741
+24%
增持
RSP
INVESCO EXCHANGE TRADED FD TR
+$489.7K
17,322
+9%
减持
BAI
BLACKROCK ETF TRUST
+$482.9K
44,889
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC
-$424.0K
6,816
-5%
建仓
HPE
HEWLETT PACKARD ENTERPRISE CO
+$393.5K
13,100
增持
RTX
RTX CORPORATION
-$388.2K
44,714
+1%
减持
V
VISA INC
-$373.4K
8,128
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$324.1K
5,537
+29%
增持
KTOS
KRATOS DEFENSE AND SECURITY SOLUTIONS INC
-$308.0K
19,125
+1%
清仓
TVTX
TRAVERE THERAPEUTICS INC
-$296.1K
0
-100%
清仓
CLM
CORNERSTONE STRATEGIC INVEST
-$291.9K
0
-100%
建仓
BIV
VANGUARD BD INDEX FDS
+$290.6K
3,789
建仓
NSRGY
NESTLE ADR
+$289.0K
2,907
减持
KRMN
KARMAN HLDGS INC
-$288.5K
125
-97%
清仓
JPM
JPMORGAN CHASE & CO.
-$265.8K
0
-100%
增持
—
KINIKSA PHARMACEUTICALS INTERNATION
+$261.8K
16,500
+1%
减持
CSX
CSX CORP
-$249.6K
1,300
-85%
减持
RYAN
RYAN SPECIALTY HOLDINGS INC
-$246.9K
8,775
-12%
减持
META
META PLATFORMS INC
-$243.0K
85
-81%
减持
DVN
DEVON ENERGY CORP NEW
+$223.4K
16,450
-2%
清仓
URI
UNITED RENTALS INC
-$202.3K
0
-100%
增持
GD
GENERAL DYNAMICS CORP
+$195.3K
8,216
+3%
增持
XLI
SELECT SECTOR SPDR TR
+$186.8K
4,570
+18%
减持
—
MEDTRONIC PLC
-$185.4K
1,208
-58%
减持
HRL
HORMEL FOODS CORP
-$181.7K
5,400
-57%
建仓
IGIB
ISHARES TR
+$177.8K
3,350
增持
UEC
URANIUM ENERGY CORP
+$174.0K
17,400
+160%
减持
ATRO
ASTRONICS CORP
+$162.1K
8,850
-2%
增持
NLR
VANECK ETF TR
+$160.7K
4,080
+22%
减持
AWK
AMERICAN WATER WORKS COMPANY INC NEW
-$160.2K
8,150
-10%
减持
PEP
PEPSICO INC
-$157.8K
36,737
-10%
减持
BX
BLACKSTONE INC
-$156.8K
4,500
-2%
减持
GE
GE AEROSPACE
-$156.1K
99
-83%
增持
NOBL
PROSHARES TR
+$150.3K
1,669
+509%
减持
CIBR
FIRST TR EXCHANGE TRADED FD II
-$148.8K
32,939
-5%
清仓
EOG
EOG RES INC
-$147.0K
0
-100%
减持
PAAS
PAN AMERN SILVER CORP
-$146.0K
3,320
-45%
减持
COO
COOPER COS INC
-$144.5K
6,185
-3%
增持
CCJ
CAMECO CORP
+$136.5K
5,745
+1%
减持
PYPL
PAYPAL HLDGS INC
-$130.5K
6,063
-14%
减持
PFE
PFIZER INC
-$129.8K
12,734
-32%
增持
ORCL
ORACLE CORP
+$129.6K
1,225
+145%
建仓
ISSC
INNOVATIVE SOLUTIONS AND SUPPORT INC
+$128.3K
6,200
减持
MCD
MCDONALD S CORP
-$123.6K
814
-30%
减持
HD
HOME DEPOT INC
-$118.8K
3,424
-2%
增持
QQQ
INVESCO QQQ TR
+$116.1K
542
+32%
减持
APP
APPLOVIN CORP COM CL A
-$108.5K
14
-92%
增持
IBM
INTERNATIONAL BUS MACH CORP
+$108.0K
527
+427%
清仓
EMR
EMERSON ELEC CO
-$103.1K
0
-100%
减持
MRK
MERCK &CO. INC
-$102.1K
400
-71%
清仓
GNW
GENWORTH FINL INC
-$100.7K
0
-100%
减持
MDLZ
MONDELEZ INTL INC
+$99.3K
22,305
-5%
减持
CSCO
CISCO SYSTEMS INC
-$97.1K
2,408
-43%
减持
AMD
ADVANCED MICRO DEVICES INC
-$96.6K
100
-84%
减持
GLW
CORNING INC
-$93.3K
275
-83%
清仓
SPXS
DIREXION SHS ETF TR
-$91.6K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$89.7K
4,897
-12%
增持
AVGO
BROADCOM INC
+$89.6K
425
+60%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$89.0K
10
-95%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$87.7K
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$87.1K
5,178
+46%
清仓
BA
BOEING CO
-$86.9K
0
-100%
减持
GOOGL
ALPHABET INC
-$85.6K
575
-42%
减持
CL
COLGATE-PALMOLIVE CO
-$84.8K
5,942
-21%
清仓
INTC
INTEL CORP
-$82.5K
0
-100%
减持
DHR
DANAHER CORPORATION
-$78.4K
600
-25%
清仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$78.0K
0
-100%
减持
KO
COCA-COLA CO
+$76.1K
26,638
-8%
清仓
SNOW
SNOWFLAKE INC
-$75.0K
0
-100%
建仓
LGN
LEGENCE CORP
+$74.5K
750
建仓
DYN
DYNE THERAPEUTICS INC
+$72.5K
4,150
增持
GMED
GLOBUS MEDICAL INC
+$72.2K
1,675
+86%
减持
IVV
ISHARES TR
-$70.0K
644
-18%
增持
RECS
COLUMBIA ETF TR I
+$67.3K
2,463
+178%
减持
SO
SOUTHERN CO
-$64.1K
650
-55%
减持
MRCY
MERCURY SYSTEMS INC
-$63.7K
200
-82%
建仓
—
DILLARD S CAPITAL TRUST I 7.50000 08/01/2038
+$62.5K
2,400
减持
NKE
NIKE INC
-$62.4K
400
-68%
建仓
VG
VENTURE GLOBAL INC
+$61.2K
4,700
清仓
—
IREN LIMITED
-$60.4K
0
-100%
减持
—
AURA MINERALS INC
+$59.1K
2,200
-6%
减持
RING
ISHARES TR
-$58.8K
150
-84%
减持
WMT
WALMART INC
-$57.6K
2,200
-29%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$57.0K
682
减持
XLF
SELECT SECTOR SPDR TR
-$55.2K
147
-87%
减持
BAC
BANK AMERICA CORP COM
-$53.3K
862
-52%
减持
STZ
CONSTELLATION BRANDS INC
-$49.7K
350
-53%
建仓
DEC
DIVERSIFIED ENERGY CO
+$49.1K
3,000
减持
RCAT
RED CAT HLDGS INC
+$48.7K
25,350
-7%
增持
XLV
SELECT SECTOR SPDR TR
+$47.9K
5,144
+14%
建仓
DGRO
ISHARES TRUST
+$47.9K
652
清仓
MTUS
METALLUS INC
-$47.3K
0
-100%
建仓
DTCR
GLOBAL X FDS
+$47.1K
1,600
建仓
AR
ANTERO RESOURCES CORP COM
+$47.0K
1,200
增持
RWL
INVESCO EXCH TRADED FD TR II
+$44.2K
674
+98%
增持
PAGP
PLAINS GP HLDGS L P
+$43.3K
5,900
+13%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$43.3K
0
-100%
清仓
GMAB
GENMAB A/S
-$43.1K
0
-100%
增持
CVS
CVS HEALTH CORPORATION COM USD0.01
+$42.7K
2,283
+28%
减持
T
AT&T INC COM USD1
-$42.5K
12,208
-15%
清仓
DT
DYNATRACE INC
-$41.2K
0
-100%
减持
GILD
GILEAD SCIENCES INC
+$40.8K
5,502
-3%
减持
CLX
CLOROX CO
-$40.8K
1,400
-13%
增持
DX
DYNEX CAP INC
+$39.8K
3,300
+1000%
建仓
INFL
LISTED FD TR HORIZON KINETICS
+$39.5K
747
清仓
—
DUPONT DE NEMOURS INC
-$39.3K
0
-100%
减持
JNJ
JOHNSON &JOHNSON
+$39.1K
32,832
-8%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$38.0K
0
-100%
减持
VCYT
VERACYTE INC
-$37.3K
400
-67%
清仓
UPS
UNITED PARCEL SERVICE INC
-$36.8K
0
-100%
减持
AEP
AMERICAN ELEC PWR CO INC COM
+$36.7K
9,250
-13%
减持
—
EXXON MOBIL CORP
+$36.4K
1,752
-10%
清仓
DFAU
DIMENSIONAL ETF TRUST
-$36.0K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$35.7K
600
减持
VZ
VERIZON COMMUNICATIONS INC
-$35.2K
700
-58%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$34.8K
6,425
-2%
清仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-$33.8K
0
-100%
增持
CEG
CONSTELLATION ENERGY CORP
+$31.8K
107
+1429%
减持
HIG
THE HARTFORD INSURANCE GROUP, INC.
-$31.7K
7,735
-0%
减持
VTV
VANGUARD INDEX FDS
-$30.5K
251
-42%
建仓
FNMA
FEDERAL NATIONAL MORTGAGE ASSOCIATION
+$30.2K
3,750
建仓
FCX
FREEPORT-MCMORAN INC
+$28.8K
500
建仓
IWM
ISHARES TR
+$28.3K
100
建仓
SCHD
SCHWAB US
+$28.1K
888
减持
FBCG
FIDELITY BLUE CHIP GROWTH ETF
-$26.9K
1,250
-32%
减持
PRU
PRUDENTIAL FINANCIAL INC
-$26.4K
300
-40%
清仓
OTEX
OPEN TEXT CORP
-$26.1K
0
-100%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$26.1K
544
清仓
IUSG
ISHARES TR
-$26.0K
0
-100%
