MARK SHEPTOFF FINANCIAL PLANNING, LLC
GLASTONBURY CT · SEC CIK 0001607355
$1.90亿2026Q1 申报市值
510持仓数
51.1%前十大占比 · 第一大 10.0%
76 / 71新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VCIT 新建仓+$102.93万
JCPB 新建仓+$88.90万
FDVV 加仓+$67.56万
VUG 加仓+$59.71万
AMZN 加仓+$43.22万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$441.18万
TSLA 减仓-$285.37万
UNH 减仓-$218.72万
ABT 减仓-$217.46万
COST 减仓-$141.49万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TKR | TIMKEN CO | $0 | 0.00% | 0 | -12,513 | -100.0% | -$91.91万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HMY | HARMONY GOLD MINING CO LTD | $0 | 0.00% | 0 | -38,950 | -100.0% | -$77.51万 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLM | CORNERSTONE STRATEGIC INVEST | $0 | 0.00% | 0 | -34,913 | -100.0% | -$29.19万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -940 | -100.0% | -$26.58万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -250 | -100.0% | -$20.23万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$14.70万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -1,000 | -100.0% | -$10.31万 | 清仓 |
| GNW | GENWORTH FINL INC | $0 | 0.00% | 0 | -15,090 | -100.0% | -$10.06万 | 清仓 |
| SPXS | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -4,200 | -100.0% | -$9.16万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -501 | -100.0% | -$8.77万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -476 | -100.0% | -$8.69万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -3,400 | -100.0% | -$8.25万 | 清仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $0 | 0.00% | 0 | -2,500 | -100.0% | -$7.80万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -342 | -100.0% | -$7.50万 | 清仓 |
| IREN | IREN LIMITED | $0 | 0.00% | 0 | -1,600 | -100.0% | -$6.04万 | 清仓 |
| MTUS | METALLUS INC | $0 | 0.00% | 0 | -2,756 | -100.0% | -$4.73万 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GMAB | GENMAB A/S | $0 | 0.00% | 0 | -1,400 | -100.0% | -$4.31万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -950 | -100.0% | -$4.12万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -463 | -100.0% | -$3.93万 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | -138 | -100.0% | -$3.80万 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -425 | -100.0% | -$3.68万 | 清仓 |
| DFAU | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -770 | -100.0% | -$3.60万 | 清仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $0 | 0.00% | 0 | -3,500 | -100.0% | -$3.38万 | 清仓 |
| OTEX | OPEN TEXT CORP | $0 | 0.00% | 0 | -800 | -100.0% | -$2.61万 | 清仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | -155 | -100.0% | -$2.60万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -300 | -100.0% | -$2.41万 | 清仓 |
| FUTU | FUTU HLDGS LTD | $0 | 0.00% | 0 | -125 | -100.0% | -$2.05万 | 清仓 |
| ALLY | ALLY FINL INC | $0 | 0.00% | 0 | -450 | -100.0% | -$2.04万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -400 | -100.0% | -$2.04万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -250 | -100.0% | -$1.99万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -200 | -100.0% | -$1.83万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -225 | -100.0% | -$1.79万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NEO | NEOGENOMICS INC | $0 | 0.00% | 0 | -1,300 | -100.0% | -$1.53万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -255 | -100.0% | -$1.50万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | -100 | -100.0% | -$1.50万 | 清仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | -800 | -100.0% | -$1.40万 | 清仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -175 | -100.0% | -$1.38万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -72 | -100.0% | -$1.33万 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -800 | -100.0% | -$1.31万 | 清仓 |
| ACHR | ARCHER AVIATION INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$1.13万 | 清仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $0 | 0.00% | 0 | -390 | -100.0% | -$1.12万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES N | $0 | 0.00% | 0 | -225 | -100.0% | -$1.10万 | 清仓 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -82 | -100.0% | -$1.09万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -213 | -100.0% | -$1.08万 | 清仓 |
| DOW | DOW INC | $0 | 0.00% | 0 | -463 | -100.0% | -$1.08万 | 清仓 |
| — | AVANOS MED INC | $0 | 0.00% | 0 | -700 | -100.0% | -$7,861 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -100 | -100.0% | -$7,609 | 清仓 |
| LDUR | PIMCO ETF TR | $0 | 0.00% | 0 | -75 | -100.0% | -$7,196 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -55 | -100.0% | -$6,467 | 清仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $0 | 0.00% | 0 | -300 | -100.0% | -$6,369 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -36 | -100.0% | -$6,201 | 清仓 |
| NGVT | INGEVITY CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$5,918 | 清仓 |
| DBVT | DBV TECHNOLOGIES S A | $0 | 0.00% | 0 | -300 | -100.0% | -$5,751 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | -50 | -100.0% | -$4,868 | 清仓 |
| — | GRAYSCALE ETHEREUM TRUST ETF | $0 | 0.00% | 0 | -189 | -100.0% | -$4,606 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -100 | -100.0% | -$4,428 | 清仓 |
| ALKS | ALKERMES PLC | $0 | 0.00% | 0 | -150 | -100.0% | -$3,999 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -100 | -100.0% | -$3,445 | 清仓 |
| REET | ISHARES TR | $0 | 0.00% | 0 | -126 | -100.0% | -$3,144 | 清仓 |
| — | PIMCO INCOME STRATEGY FD II | $0 | 0.00% | 0 | -300 | -100.0% | -$3,129 | 清仓 |
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -50 | -100.0% | -$2,935 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -12 | -100.0% | -$2,903 | 清仓 |
| SANA | SANA BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -500 | -100.0% | -$2,035 | 清仓 |
| BTBT | BIT DIGITAL INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1,890 | 清仓 |
| FNDA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -52 | -100.0% | -$1,639 | 清仓 |
| INTF | ISHARES TR | $0 | 0.00% | 0 | -35 | -100.0% | -$1,321 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -44 | -100.0% | -$1,288 | 清仓 |
| GEM | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -29 | -100.0% | -$1,207 | 清仓 |
| CDXS | CODEXIS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$815 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -11 | -100.0% | -$128 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -2 | -100.0% | -$89 | 清仓 |
| — | MEDICAL MARIJUANA INC | $0 | 0.00% | 1,000 | 1,000 | — | — | 新建仓 |
| — | CEL-SCI CORP | $2 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ILUSTRATO PICTURES INTERNATIONAL INC | $15 | 0.00% | 50,000 | 50,000 | — | $15 | 新建仓 |
| EMBC | EMBECTA CORP | $20 | 0.00% | 5 | 5 | — | $20 | 新建仓 |
| — | AURORA CANNABIS INC C | $28 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $63 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EVH | EVOLENT HEALTH INC | $98 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON &CO | $160 | 0.00% | 12 | 12 | — | $160 | 新建仓 |
| ASIX | ADVANSIX INC COM | $262 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC COM | $265 | 0.00% | 18 | 13 | 260.0% | $191 | 加仓 |
| — | PINETREE CAPITAL LTD | $325 | 0.00% | 50 | 50 | — | $325 | 新建仓 |
| — | FERNHILL CORP | $338 | 0.00% | 125,000 | 125,000 | — | $338 | 新建仓 |
| DNOW | DNOW INC | $340 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $346 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $467 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KOPN | KOPIN CORP | $475 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | NL INDUSTRIES INC | $586 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $599 | 0.00% | 45 | 45 | — | $599 | 新建仓 |
| NKTX | NKARTA INC | $616 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $702 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | DBX ETF TRUST XTRACKERS ARTIFICIAL INTELLIGENCE &BIG | $703 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FATE | FATE THERAPEUTICS INC | $708 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ALEC | ALECTOR INC COM | $771 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | ENDAVA PLC | $832 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $916 | 0.00% | 15 | 6 | 66.7% | $366 | 加仓 |