13F 机构持仓

MARK SHEPTOFF FINANCIAL PLANNING, LLC

GLASTONBURY CT · SEC CIK 0001607355

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.88亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MSFT 9.1%
NEE 8.2%
CLS 5.7%
AAPL 4.7%
PLTR 4.5%
JNJ 4.4%
RTX 4.0%
ABBV 2.8%
PEP 2.6%
VEEV 2.6%

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 $4,7100.00%500 00.0% — 不变
NI NISOURCE INC COM $4,7550.00%100 00.0% — 不变
AIQ GLOBAL X FDS ARTIFICIAL ETF $4,7790.00%73 61508.3% $3,993 加仓
BDJ BLACKROCK ENHANCED EQUITY DIVI COM $4,7850.00%500 00.0% — 不变
NB NIOCORP DEVELOPMENTS LTD $4,8200.00%1,000 00.0% — 不变
— HON HAI PRECISION INDUSTRY $4,8300.00%300 300— $4,830 新建仓
FCOM FIDELITY MSCI COMMUNICATION SERV $5,0030.00%72 00.0% — 不变
— NUVEEN CORE PLUS IMPACT FUND COM BEN INT $5,0650.00%500 00.0% — 不变
VNT VONTIER CORPORATION COM $5,2200.00%180 00.0% — 不变
MISL FIRST TR EXCHANGE TRADED FD $5,3090.00%116 116— $5,309 新建仓
TROW PRICE T ROWE GROUPS COM USD0.20 $5,4570.00%48 00.0% — 不变
IONQ IONQ INC COM $5,5180.00%104 104— $5,518 新建仓
ARCC ARES CAPITAL CORP $5,5590.00%300 00.0% — 不变
BATRA ATLANTA BRAVES HLDGS INC $5,6310.00%100 00.0% — 不变
AEM AGNICO EAGLE MINES LTD $5,7400.00%37 00.0% — 不变
PTA COHEN &STEERS TAX ADVAN PFD S $5,7540.00%300 300— $5,754 新建仓
UTF COHEN &STEERS INFRASTRUCTRE FD INC $5,7570.00%209 31.5% $83 加仓
AES AES CORP $5,8640.00%400 00.0% — 不变
XGDVX GABELLI DIVID &INCOME TR COM $5,8800.00%200 00.0% — 不变
QYLD GLOBAL X FDS NASDAQ 100 COVER $5,9310.00%322 72.2% $129 加仓
GPIQ GOLDMAN SACHS ETF TRUST $5,9310.00%100 00.0% — 不变
SCHG SCHWAB US LARGE-CAP GROWTH ETF $5,9560.00%176 00.0% — 不变
— TIDAL TRUST III VISTASHARES TRGT $5,9660.00%324 51.6% $92 加仓
SPOT SPOTIFY TECHNOLOGY S.A. $5,9690.00%13 00.0% — 不变
QQQX NUVEEN NASDAQ 100 DYNAMIC OVERWRITE FUND $6,0280.00%200 200— $6,028 新建仓
DFAE DIMENSIONAL ETF TRUST $6,0320.00%150 00.0% — 不变
CW CURTISS-WRIGHT CORP $6,0620.00%8 00.0% — 不变
PLD PROLOGIS INC. COM $6,0960.00%45 00.0% — 不变
CIM CHIMERA INVT CORP $6,1500.00%461 00.0% — 不变
ELV ELEVANCE HEALTH INC COM $6,1880.00%16 00.0% — 不变
DOC HEALTHPEAK PROPERTIES INC COM $6,4200.00%300 00.0% — 不变
— DBX ETF TR XTRA ART INT ETF $6,4260.00%112 98700.0% $5,623 加仓
— FUNDRISE INNOVATION FD LLC $6,4820.00%75 75— $6,482 新建仓
CGW INVESCO EXCH TRADED FD TR II S&P GBL WATER $6,5730.00%100 00.0% — 不变
CC CHEMOURS CO $6,6280.00%323 00.0% — 不变
KMI KINDER MORGAN INC COM $6,6790.00%209 21.0% $64 加仓
GHY PGIM GLOBAL HIGH YIELD FD FORM COM $6,6940.00%553 91.7% $109 加仓
AUPH AURINIA PHARMACEUTICALS INC $6,7880.00%400 00.0% — 不变
CPB THE CAMPBELL'S COMPANY COM $6,9030.00%310 00.0% — 不变
ZION ZIONS BANCORPORATION N A $6,9190.00%100 00.0% — 不变
LAC LITHIUM AMERICAS CORP $6,9300.00%1,800 00.0% — 不变
SPG SIMON PROPERTY GROUP INC $6,9330.00%31 00.0% — 不变
— COHEN &STEERS TOTAL RETURN RL $7,0120.00%619 00.0% — 不变
SBUX STARBUCKS CORP COM USD0.001 $7,0510.00%69 00.0% — 不变
AXP AMERICAN EXPRESS CO COM USD0.20 $7,1030.00%21 00.0% — 不变
PRFZ INVESCO EXCHANGE-TRADED FD TR INVESCO $7,1390.00%128 00.0% — 不变
ZTS ZOETIS INC $7,1860.00%100 -280-73.7% -$2.01万 减仓
APP APPLOVIN CORP $7,2130.00%14 00.0% — 不变
KYN KAYNE ANDERSON ENERGY INFRSTR COM $7,2200.00%522 61.2% $83 加仓
— WISDOMTREE TR CYBERSECURITY FD $7,2440.00%200 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC $7,2490.00%29 00.0% — 不变
PAXS PIMCO ACCESS INCOME FUND SHS BENFIN INT $7,2750.00%500 00.0% — 不变
VLY VALLEY NATIONAL BANCORP COM NPV $7,3250.00%500 00.0% — 不变
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY $7,4250.00%26 00.0% — 不变
SPSM SPDR SERIES TRUST $7,4970.00%130 -200-60.6% -$1.15万 减仓
NWPX NWPX INFRASTRUCTURE, INC. COM $7,4970.00%50 00.0% — 不变
JPST J P MORGAN EXCHANGE TRADED FD ULTRA SHRT INC $7,5860.00%150 00.0% — 不变
VLUE ISHARES TR MSCI USA VALUE $7,5930.00%38 00.0% — 不变
IP INTERNATIONAL PAPER CO COM $7,6200.00%200 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $7,6310.00%10 00.0% — 不变
VONV VANGUARD SCOTTSDALE FDS $7,7610.00%73 00.0% — 不变
ARQT ARCUTIS BIOTHERAPEUTICS INC $7,8660.00%300 00.0% — 不变
JPC NUVEEN PFD &INCOME OPPORTCOM COM $7,8800.00%1,000 1,000— $7,880 新建仓
BTO JOHN HANCOCK FINANCIAL OPPTS FUND COM SHS OF BEN INT NPV $7,8840.00%200 00.0% — 不变
SEI SOLARIS ENERGY INFRAS INC $8,0460.00%100 00.0% — 不变
CDE COEUR MINING INC $8,1600.00%500 00.0% — 不变
MBC MASTERBRAND INC COM $8,2320.00%800 00.0% — 不变
TOL TOLL BROTHERS INC $8,2380.00%50 00.0% — 不变
LDOS LEIDOS HOLDINGS INC COM $8,3690.00%81 41102.5% $4,236 加仓
LEU CENTRUS ENERGY CORP $8,3940.00%50 00.0% — 不变
AGIX KRANESHARES TRUST $8,5040.00%181 00.0% — 不变
ES EVERSOURCE ENERGY $8,5280.00%118 00.0% — 不变
VONG VANGUARD SCOTTSDALE FDS $8,5630.00%67 00.0% — 不变
— VANECK ETF TR VANECK OIL REFINERS ETF $8,6030.00%187 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC $8,6230.00%100 00.0% — 不变
AMRX AMNEAL PHARMACEUTICALS INC $8,6550.00%500 00.0% — 不变
PBI PITNEY BOWES INC COM USD1.00 $8,7600.00%500 500— $8,760 新建仓
SCHA SCHWAB STRATEGIC TR $8,8520.00%245 00.0% — 不变
— FEDERAL HOME LOAN MORTGAGE CORP $8,9700.00%1,500 00.0% — 不变
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND $8,9920.00%100 00.0% — 不变
— NINTENDO CO LTD $9,0970.00%868 00.0% — 不变
SHBI SHORE BANCSHARES INC COM $9,1800.00%400 400— $9,180 新建仓
PR PERMIAN RESOURCES CORP CLASS A COM $9,2050.00%500 00.0% — 不变
GLP GLOBAL PARTNERS LP COM COMS $9,3180.00%200 00.0% — 不变
RYAN RYAN SPECIALTY HOLDINGS INC CL A $9,4400.01%250 -8,525-97.2% -$32.19万 减仓
XLRE SELECT SECTOR SPDR TRUST $9,4660.01%215 00.0% — 不变
BOTZ GLOBAL X FDS RBTCS ARTFL INTE $9,4850.01%250 00.0% — 不变
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF $9,5280.01%58 00.0% — 不变
VEA VANGUARD DEVELOPED MARKETS INDEX FUND $9,5480.01%134 00.0% — 不变
RSG REPUBLIC SERVICES INC $9,5890.01%45 00.0% — 不变
IEFA ISHARES TRUST CORE MSCI EAFE ETF $9,6580.01%100 00.0% — 不变
KNTK KINETIK HOLDINGS INC $9,6680.01%200 00.0% — 不变
RING ISHARES INC MSCI GBL GOLD MN $9,6900.01%150 00.0% — 不变
FNDF SCHWAB STRATEGIC TR $9,7610.01%185 00.0% — 不变
AG FIRST MAJESTIC SILVER CORP $9,7670.01%576 10.2% $17 加仓
BKLN INVESCO EXCH TRADED FD TR II SR LN ETF $9,7770.01%480 00.0% — 不变
— BAE SYSTEMS PLC SPONSORED ADR $9,7950.01%100 00.0% — 不变
NOW SERVICENOW INC COM USD0.001 $9,9280.01%100 00.0% — 不变
SUSL ISHARES TR ESG MSCI LEADR $9,9570.01%75 00.0% — 不变
VGT VANGUARD WORLD FD INF TECH ETF $9,9590.01%83 -581-87.5% -$6.97万 减仓