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 |
|---|---|---|---|---|---|---|---|---|
| WAT | WATERS CORP | $1,028 | 0.00% | 3 | 3 | — | $1,028 | 新建仓 |
| — | CYBERLUX CORP | $1,080 | 0.00% | 540,000 | 540,000 | — | $1,080 | 新建仓 |
| IPSC | CENTURY THERAPEUTICS INC | $1,145 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION | $1,620 | 0.00% | 1,500 | -500 | -25.0% | -$540 | 减仓 |
| BAX | BAXTER INTERNATIONAL INC | $1,675 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG POWER INC | $1,694 | 0.00% | 510 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $1,994 | 0.00% | 50 | 50 | — | $1,994 | 新建仓 |
| TJX | TJX COMPANIES INC | $2,014 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BKGI | BNY MELLON ETF TRUST GLOBAL INFRASCTR | $2,265 | 0.00% | 50 | 50 | — | $2,265 | 新建仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $2,321 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $2,321 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $2,577 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC | $2,622 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $2,693 | 0.00% | 125 | 125 | — | $2,693 | 新建仓 |
| — | CURALEAF HOLDINGS INC | $2,779 | 0.00% | 800 | 800 | — | $2,779 | 新建仓 |
| BXP | BXP INC | $2,927 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX | $2,968 | 0.00% | 50 | 50 | — | $2,968 | 新建仓 |
| — | SWARMER INC | $2,998 | 0.00% | 100 | 100 | — | $2,998 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $3,011 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SIEGY | SIEMENS AG | $3,049 | 0.00% | 20 | 20 | — | $3,049 | 新建仓 |
| — | TIDAL TR II | $3,104 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORPORATION | $3,310 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATIONAL PLC | $3,331 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING CO | $3,410 | 0.00% | 200 | 200 | — | $3,410 | 新建仓 |
| ADI | ANALOG DEVICES INC COM | $3,643 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $3,859 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON &CO | $3,893 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $3,965 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD USD0.25 ISIN #GB0009895292 SEDOL #BPY0JG9 | $3,987 | 0.00% | 22 | 22 | — | $3,987 | 新建仓 |
| MCK | MCKESSON CORP | $4,005 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $4,031 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC | $4,050 | 0.00% | 500 | 200 | 66.7% | $1,620 | 加仓 |
| BBAI | BIGBEAR AI HLDGS INC | $4,140 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $4,196 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BMEZ | BLACKROCK HEALTH SCIENCES TERM TRST | $4,233 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ARTV | ARTIVA BIOTHERAPEUTICS INC COM | $4,240 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| WIW | WESTERN AST INFL LKD OPP &I | $4,260 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES TR | $4,284 | 0.00% | 65 | 65 | — | $4,284 | 新建仓 |
| SLVM | SYLVAMO CORP | $4,399 | 0.00% | 100 | 9 | 9.9% | $396 | 加仓 |
| QUS | SPDR SERIES TRUST | $4,545 | 0.00% | 25 | -5 | -16.7% | -$909 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI | $4,590 | 0.00% | 500 | 500 | — | $4,590 | 新建仓 |
| — | TWO HARBORS INVENTMENT CORPOR | $4,598 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $4,693 | 0.00% | 60 | 60 | — | $4,693 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $4,765 | 0.00% | 10 | -190 | -95.0% | -$9.05万 | 减仓 |
| NI | NISOURCE INC | $4,819 | 0.00% | 100 | -5,950 | -98.3% | -$28.67万 | 重新持有 |
| DOC | HEALTHPEAK PROPERTIES INC | $4,953 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUPS | $4,997 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| — | PERMA-PIPE INTL HLDGS INC | $5,043 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS CO INC | $5,240 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CORE PLUS IMPACT FUND | $5,260 | 0.00% | 500 | 500 | — | $5,260 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $5,265 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC. CLASS A COM | $5,304 | 0.00% | 43 | 43 | — | $5,304 | 新建仓 |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $5,312 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| BATRA | ATLANTA BRAVES HLDGS INC | $5,327 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S.A. | $5,454 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $5,519 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $5,557 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NWPX | NWPX INFRASTRUCTURE, INC. | $5,571 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS ETF TRUST GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF | $5,573 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $5,599 | 0.00% | 85 | -150 | -63.8% | -$9,881 | 减仓 |
| UTF | COHEN &STEERS INFRASTRUCTRE | $5,614 | 0.00% | 206 | 5 | 2.5% | $136 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $5,665 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $5,695 | 0.00% | 315 | 12 | 4.0% | $217 | 加仓 |
| AES | AES CORP COM USD0.01 | $5,748 | 0.00% | 400 | 400 | — | $5,748 | 新建仓 |
| ARCC | ARES CAPITAL CORP COM | $5,805 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID &INCOME TR | $5,808 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $5,832 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CW | CURTISS-WRIGHT CORP | $5,832 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB US | $5,847 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVELOPMENTS LTD | $5,900 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC | $5,905 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III | $5,942 | 0.00% | 319 | 15 | 4.9% | $279 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED FD | $6,247 | 0.00% | 106 | 5 | 5.0% | $295 | 加仓 |
| NICE | NICE LTD | $6,251 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PROPERTY GROUP INC | $6,272 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $6,284 | 0.00% | 180 | 100 | 125.0% | $3,491 | 加仓 |
| CIM | CHIMERA INVT CORP | $6,288 | 0.00% | 461 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $6,312 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION N A | $6,313 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $6,340 | 0.00% | 347 | -903 | -72.2% | -$1.65万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $6,372 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AUPH | AURINIA PHARMACEUTICALS INC | $6,416 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $6,454 | 0.00% | 100 | -100 | -50.0% | -$6,454 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE INC | $6,470 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| GHY | PGIM GLOBAL HIGH YIELD FD FORM | $6,470 | 0.00% | 544 | 19 | 3.6% | $226 | 加仓 |
| CPB | THE CAMPBELL'S COMPANY | $6,481 | 0.00% | 310 | 10 | 3.3% | $209 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $6,550 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE- TRADED FUND TRUST INVESCO | $6,559 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $6,591 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $6,609 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $6,627 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM USD0.20 | $6,635 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC | $6,686 | 0.00% | 207 | 2 | 1.0% | $65 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $6,694 | 0.00% | 14 | -157 | -91.8% | -$7.51万 | 减仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $6,705 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $6,744 | 0.00% | 800 | 800 | — | $6,744 | 新建仓 |
| VLY | VALLEY NATIONAL BANCORP | $6,825 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $6,864 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $6,921 | 0.00% | 149 | 149 | — | $6,921 | 新建仓 |
| RIGL | RIGEL PHARMACEUTICALS INC | $7,023 | 0.00% | 250 | 0 | 0.0% | — | 不变 |