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 |
|---|---|---|---|---|---|---|---|---|
| NVAX | NOVAVAX INC COM NEW | $4,710 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC COM | $4,755 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS ARTIFICIAL ETF | $4,779 | 0.00% | 73 | 61 | 508.3% | $3,993 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI COM | $4,785 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVELOPMENTS LTD | $4,820 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | HON HAI PRECISION INDUSTRY | $4,830 | 0.00% | 300 | 300 | — | $4,830 | 新建仓 |
| FCOM | FIDELITY MSCI COMMUNICATION SERV | $5,003 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CORE PLUS IMPACT FUND COM BEN INT | $5,065 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION COM | $5,220 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| MISL | FIRST TR EXCHANGE TRADED FD | $5,309 | 0.00% | 116 | 116 | — | $5,309 | 新建仓 |
| TROW | PRICE T ROWE GROUPS COM USD0.20 | $5,457 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC COM | $5,518 | 0.00% | 104 | 104 | — | $5,518 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $5,559 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| BATRA | ATLANTA BRAVES HLDGS INC | $5,631 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $5,740 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| PTA | COHEN &STEERS TAX ADVAN PFD S | $5,754 | 0.00% | 300 | 300 | — | $5,754 | 新建仓 |
| UTF | COHEN &STEERS INFRASTRUCTRE FD INC | $5,757 | 0.00% | 209 | 3 | 1.5% | $83 | 加仓 |
| AES | AES CORP | $5,864 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID &INCOME TR COM | $5,880 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS NASDAQ 100 COVER | $5,931 | 0.00% | 322 | 7 | 2.2% | $129 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TRUST | $5,931 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB US LARGE-CAP GROWTH ETF | $5,956 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III VISTASHARES TRGT | $5,966 | 0.00% | 324 | 5 | 1.6% | $92 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S.A. | $5,969 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVERWRITE FUND | $6,028 | 0.00% | 200 | 200 | — | $6,028 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $6,032 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CW | CURTISS-WRIGHT CORP | $6,062 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $6,096 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CIM | CHIMERA INVT CORP | $6,150 | 0.00% | 461 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC COM | $6,188 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $6,420 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | DBX ETF TR XTRA ART INT ETF | $6,426 | 0.00% | 112 | 98 | 700.0% | $5,623 | 加仓 |
| — | FUNDRISE INNOVATION FD LLC | $6,482 | 0.00% | 75 | 75 | — | $6,482 | 新建仓 |
| CGW | INVESCO EXCH TRADED FD TR II S&P GBL WATER | $6,573 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO | $6,628 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC COM | $6,679 | 0.00% | 209 | 2 | 1.0% | $64 | 加仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FORM COM | $6,694 | 0.00% | 553 | 9 | 1.7% | $109 | 加仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $6,788 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELL'S COMPANY COM | $6,903 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION N A | $6,919 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERICAS CORP | $6,930 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PROPERTY GROUP INC | $6,933 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | COHEN &STEERS TOTAL RETURN RL | $7,012 | 0.00% | 619 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM USD0.001 | $7,051 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM USD0.20 | $7,103 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE-TRADED FD TR INVESCO | $7,139 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $7,186 | 0.00% | 100 | -280 | -73.7% | -$2.01万 | 减仓 |
| APP | APPLOVIN CORP | $7,213 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $7,220 | 0.00% | 522 | 6 | 1.2% | $83 | 加仓 |
| — | WISDOMTREE TR CYBERSECURITY FD | $7,244 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE INC | $7,249 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| PAXS | PIMCO ACCESS INCOME FUND SHS BENFIN INT | $7,275 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATIONAL BANCORP COM NPV | $7,325 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY | $7,425 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $7,497 | 0.00% | 130 | -200 | -60.6% | -$1.15万 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE, INC. COM | $7,497 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED FD ULTRA SHRT INC | $7,586 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR MSCI USA VALUE | $7,593 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO COM | $7,620 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $7,631 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $7,761 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $7,866 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD &INCOME OPPORTCOM COM | $7,880 | 0.00% | 1,000 | 1,000 | — | $7,880 | 新建仓 |
| BTO | JOHN HANCOCK FINANCIAL OPPTS FUND COM SHS OF BEN INT NPV | $7,884 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC | $8,046 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MINING INC | $8,160 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC COM | $8,232 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $8,238 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC COM | $8,369 | 0.00% | 81 | 41 | 102.5% | $4,236 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $8,394 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AGIX | KRANESHARES TRUST | $8,504 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $8,528 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $8,563 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TR VANECK OIL REFINERS ETF | $8,603 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $8,623 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $8,655 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC COM USD1.00 | $8,760 | 0.00% | 500 | 500 | — | $8,760 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $8,852 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| — | FEDERAL HOME LOAN MORTGAGE CORP | $8,970 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| QDF | FLEXSHARES QUALITY DIVIDEND INDEX FUND | $8,992 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | NINTENDO CO LTD | $9,097 | 0.00% | 868 | 0 | 0.0% | — | 不变 |
| SHBI | SHORE BANCSHARES INC COM | $9,180 | 0.00% | 400 | 400 | — | $9,180 | 新建仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $9,205 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GLP | GLOBAL PARTNERS LP COM COMS | $9,318 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC CL A | $9,440 | 0.01% | 250 | -8,525 | -97.2% | -$32.19万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TRUST | $9,466 | 0.01% | 215 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS RBTCS ARTFL INTE | $9,485 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET ETF | $9,528 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD DEVELOPED MARKETS INDEX FUND | $9,548 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SERVICES INC | $9,589 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TRUST CORE MSCI EAFE ETF | $9,658 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| KNTK | KINETIK HOLDINGS INC | $9,668 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| RING | ISHARES INC MSCI GBL GOLD MN | $9,690 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $9,761 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| AG | FIRST MAJESTIC SILVER CORP | $9,767 | 0.01% | 576 | 1 | 0.2% | $17 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II SR LN ETF | $9,777 | 0.01% | 480 | 0 | 0.0% | — | 不变 |
| — | BAE SYSTEMS PLC SPONSORED ADR | $9,795 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM USD0.001 | $9,928 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR ESG MSCI LEADR | $9,957 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD INF TECH ETF | $9,959 | 0.01% | 83 | -581 | -87.5% | -$6.97万 | 减仓 |