MARK SHEPTOFF FINANCIAL PLANNING, LLC
GLASTONBURY CT · SEC CIK 0001607355
$1.88亿2026Q2 申报市值
513持仓数
48.6%前十大占比 · 第一大 9.1%
38 / 39新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CRH 加仓+$78.64万
ELECTRO OPTIC SY 新建仓+$37.68万
NVDA 加仓+$36.02万
TSLA 加仓+$31.76万
HONA 新建仓+$28.83万
2026Q2 卖出最多 按季末市值估算
RTX 减仓-$92.93万
JCPB 减仓-$87.78万
VUG 减仓-$70.63万
GILD 减仓-$68.25万
EVTR 减仓-$68.23万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GMED | GLOBUS MEDICAL INC | $0 | 0.00% | 0 | -1,675 | -100.0% | -$15.08万 | 清仓 |
| IA | INNOVATIVE SOLUTIONS AND SUPPORT INC | $0 | 0.00% | 0 | -6,200 | -100.0% | -$12.83万 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -5,400 | -100.0% | -$11.30万 | 清仓 |
| BILS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -980 | -100.0% | -$9.72万 | 清仓 |
| — | DILLARD S CAPITAL TRUST I 7.50000 08/01/2038 | $0 | 0.00% | 0 | -2,400 | -100.0% | -$6.25万 | 清仓 |
| VG | VENTURE GLOBAL INC | $0 | 0.00% | 0 | -4,700 | -100.0% | -$6.12万 | 清仓 |
| DEC | DIVERSIFIED ENERGY CO | $0 | 0.00% | 0 | -3,000 | -100.0% | -$4.91万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -600 | -100.0% | -$3.57万 | 清仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRUST | $0 | 0.00% | 0 | -378 | -100.0% | -$2.76万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -544 | -100.0% | -$2.61万 | 清仓 |
| TTMI | TTM TECHNOLOGIES INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1.60万 | 清仓 |
| PTY | PIMCO CORPORATE &INCOME OPPOR | $0 | 0.00% | 0 | -1,228 | -100.0% | -$1.50万 | 清仓 |
| PTRB | PGIM ETF TR | $0 | 0.00% | 0 | -362 | -100.0% | -$1.50万 | 清仓 |
| ASML | ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 | $0 | 0.00% | 0 | -10 | -100.0% | -$1.44万 | 清仓 |
| NFLT | ETFIS SERIES TRUST I | $0 | 0.00% | 0 | -566 | -100.0% | -$1.30万 | 清仓 |
| BCS | BARCLAYS PLC | $0 | 0.00% | 0 | -500 | -100.0% | -$1.14万 | 清仓 |
| GFL | GFL ENVIRONMENTAL INC. | $0 | 0.00% | 0 | -300 | -100.0% | -$1.11万 | 清仓 |
| XIFR | NEXTERA ENERGY PARTNERS LP | $0 | 0.00% | 0 | -900 | -100.0% | -$9,729 | 清仓 |
| — | ORLA MINING LTD NEW | $0 | 0.00% | 0 | -700 | -100.0% | -$9,401 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -100 | -100.0% | -$8,827 | 清仓 |
| PYLD | PIMCO ETF TR | $0 | 0.00% | 0 | -300 | -100.0% | -$7,899 | 清仓 |
| KRMN | KARMAN HLDGS INC | $0 | 0.00% | 0 | -125 | -100.0% | -$7,861 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -147 | -100.0% | -$7,597 | 清仓 |
| PRM | PERIMETER SOLUTIONS INC | $0 | 0.00% | 0 | -250 | -100.0% | -$7,545 | 清仓 |
| WY | WEYERHAEUSER CO MTN BE | $0 | 0.00% | 0 | -300 | -100.0% | -$7,110 | 清仓 |
| RIGL | RIGEL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -250 | -100.0% | -$7,023 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED FD | $0 | 0.00% | 0 | -106 | -100.0% | -$6,247 | 清仓 |
| NXT | NEXTPOWER INC. CLASS A COM | $0 | 0.00% | 0 | -43 | -100.0% | -$5,304 | 清仓 |
| — | PERMA-PIPE INTL HLDGS INC | $0 | 0.00% | 0 | -150 | -100.0% | -$5,043 | 清仓 |
| SLV | ISHARES TR | $0 | 0.00% | 0 | -65 | -100.0% | -$4,284 | 清仓 |
| — | SWARMER INC | $0 | 0.00% | 0 | -100 | -100.0% | -$2,998 | 清仓 |
| — | CURALEAF HOLDINGS INC | $0 | 0.00% | 0 | -800 | -100.0% | -$2,779 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$2,577 | 清仓 |
| — | CYBERLUX CORP | $0 | 0.00% | 0 | -540,000 | -100.0% | -$1,080 | 清仓 |
| — | FERNHILL CORP | $0 | 0.00% | 0 | -125,000 | -100.0% | -$338 | 清仓 |
| OGN | ORGANON &CO | $0 | 0.00% | 0 | -12 | -100.0% | -$160 | 清仓 |
| — | ILUSTRATO PICTURES INTERNATIONAL INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$15 | 清仓 |
| — | CEL-SCI CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$2 | 清仓 |
| — | MEDICAL MARIJUANA INC | $0 | 0.00% | 0 | -1,000 | -100.0% | — | 清仓 |
| EMBC | EMBECTA CORP COM | $16 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC | $22 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC COM NEW | $67 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EVH | EVOLENT HEALTH INC CL A | $136 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC COM | $199 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC COM | $204 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | PINETREE CAPITAL LTD COM NPV | $318 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DNOW | DNOW INC COM | $324 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM USD0.10 | $358 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| KOPN | KOPIN CORP | $448 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES COM | $501 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | ENDAVA PLC SPON ADS | $566 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NKTX | NKARTA INC COM | $566 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | NLI HOLDINGS, INC. COM | $595 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ALEC | ALECTOR INC | $603 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC COM | $700 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FATE | FATE THERAPEUTICS INC COM | $810 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COM | $960 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $1,093 | 0.00% | 9 | 9 | — | $1,093 | 新建仓 |
| WAT | WATERS CORP | $1,125 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IPSC | CENTURY THERAPEUTICS INC | $1,225 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG POWER INC | $1,382 | 0.00% | 510 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION | $1,425 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $1,726 | 0.00% | 4 | 4 | — | $1,726 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $1,865 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TJX | TJX COMPANIES INC | $1,970 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTERNATIONAL INC | $2,132 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BKGI | BNY MELLON ETF TRUST | $2,249 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC COM | $2,342 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| — | TIDAL TR II YIELDMAX GOOGL | $2,654 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC COM | $2,722 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $2,857 | 0.00% | 100 | 100 | — | $2,857 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX FDS | $2,985 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC COM | $2,999 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $3,010 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORPORATION | $3,076 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING CO | $3,086 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SIEGY | SIEMENS | $3,218 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC COM | $3,316 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 | $3,361 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $3,575 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $3,670 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $3,778 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP COM | $3,780 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $3,846 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $3,860 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ARTV | ARTIVA BIOTHERAPEUTICS INC | $3,880 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR BROAD USD HIGH | $4,035 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON &CO | $4,086 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $4,172 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| WIW | WESTERN AST INFL | $4,200 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC CL A | $4,243 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $4,268 | 0.00% | 100 | 100 | — | $4,268 | 新建仓 |
| TMC | TMC THE METALS CO INC | $4,430 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $4,543 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TMDX | TRANSMEDICS GROUP INC COM | $4,583 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| BMEZ | BLACKROCK HEALTH SCIENCES TERM TRST | $4,605 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS GLOBAL X COPPER | $4,618 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | TWO HARBORS INVENTMENT CORPOR COM | $4,654 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $4,672 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| QUS | SPDR SERIES TRUST I | $4,672 | 0.00% | 25 | 0 | 0.0% | — | 不变 |