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 |
|---|---|---|---|---|---|---|---|---|
| FNDE | SCHWAB FUNDAMENTAL EM L/C | $1.01万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD TR S&P500 EQL MAT | $1.02万 | 0.01% | 265 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX | $1.03万 | 0.01% | 133 | 100 | 303.0% | $7,725 | 加仓 |
| KN | KNOWLES CORP | $1.04万 | 0.01% | 250 | 250 | — | $1.04万 | 新建仓 |
| USB | US BANCORP | $1.06万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE AG | $1.07万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $1.08万 | 0.01% | 66 | -83 | -55.7% | -$1.36万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $1.08万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP COM | $1.10万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $1.10万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $1.13万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD VI | $1.13万 | 0.01% | 338 | 1 | 0.3% | $33 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM | $1.13万 | 0.01% | 200 | 200 | — | $1.13万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $1.15万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO COM | $1.16万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $1.17万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP COM | $1.19万 | 0.01% | 515 | 5 | 1.0% | $115 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $1.19万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| LQDA | LIQUIDIA CORPORATION COM NEW | $1.20万 | 0.01% | 150 | 150 | — | $1.20万 | 新建仓 |
| FTXL | FIRST TR EXCHANGE-TRADED FD VI | $1.20万 | 0.01% | 42 | 42 | — | $1.20万 | 新建仓 |
| NASA | TEMA ETF TRUST SPACE INNOV ETF | $1.22万 | 0.01% | 400 | 400 | — | $1.22万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $1.23万 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT INC | $1.23万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $1.25万 | 0.01% | 160 | 75 | 88.2% | $5,866 | 加仓 |
| ECL | ECOLAB INC | $1.25万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM USD0.001 | $1.26万 | 0.01% | 100 | -5,402 | -98.2% | -$68.25万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.29万 | 0.01% | 438 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF | $1.30万 | 0.01% | 278 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD ESG US STK ETF | $1.32万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA OYJ ADR EACH REPR 1 ORD NPV | $1.33万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| IDGT | ISHARES TR US DIGITAL INFRA | $1.33万 | 0.01% | 111 | 111 | — | $1.33万 | 新建仓 |
| DXCM | DEXCOM INC | $1.35万 | 0.01% | 200 | -225 | -52.9% | -$1.52万 | 减仓 |
| LOCO | EL POLLO LOCO HOLDINGS INC | $1.36万 | 0.01% | 800 | 800 | — | $1.36万 | 新建仓 |
| EXC | EXELON CORP | $1.40万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED FD CORE PLUS BD ETF | $1.41万 | 0.01% | 300 | -18,700 | -98.4% | -$87.78万 | 减仓 |
| FRDM | EA SERIES TRUST FREEDOM 100 EM | $1.46万 | 0.01% | 200 | 200 | — | $1.46万 | 新建仓 |
| VICI | VICI PPTYS INC COM | $1.48万 | 0.01% | 559 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $1.49万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR PFD AND INCM SEC | $1.52万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $1.55万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $1.56万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| HYLN | HYLIION HOLDINGS CORP COM | $1.56万 | 0.01% | 3,000 | 3,000 | — | $1.56万 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $1.57万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| IDMO | INVESCO EXCH TRADED FD TR II S&P INTL MOMNT | $1.57万 | 0.01% | 261 | 2 | 0.8% | $121 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL | $1.61万 | 0.01% | 518 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL-CAP E | $1.62万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TRUST | $1.63万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $1.63万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CLASS B COM NPV | $1.64万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $1.64万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| BSTZ | BLACKROCK SCIENCE &TECH TERM TR | $1.67万 | 0.01% | 556 | 6 | 1.1% | $180 | 加仓 |
| — | GDL FD COM SH BEN IT | $1.69万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| — | BIOLIFE SOLUTIONS INC | $1.69万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $1.76万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GROUP INC | $1.79万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $1.79万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $1.81万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS | $1.87万 | 0.01% | 250 | 250 | — | $1.87万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $1.88万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $1.89万 | 0.01% | 1,730 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $1.89万 | 0.01% | 466 | 129 | 38.3% | $5,235 | 加仓 |
| PACS | PACS GROUP INC COM SHS | $1.92万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP INDEX FUND | $1.93万 | 0.01% | 56 | 0 | 0.0% | — | 重新持有 |
| PAYX | PAYCHEX INC COM | $1.97万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| — | FEDERAL NATIONAL MORTGAGE ASSOCIATION | $1.99万 | 0.01% | 3,050 | -700 | -18.7% | -$4,557 | 减仓 |
| MS | MORGAN STANLEY COM | $2.01万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC COM | $2.02万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| DSL | DOUBLELINE INCOME SOLUTIONS FD COM | $2.03万 | 0.01% | 1,835 | 1,000 | 119.8% | $1.11万 | 加仓 |
| CARE | CARTER BANKSHARES INC | $2.04万 | 0.01% | 600 | 600 | — | $2.04万 | 新建仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $2.09万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORPORATION PLC | $2.13万 | 0.01% | 50 | 50 | — | $2.13万 | 新建仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF USD | $2.15万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $2.15万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| ISPY | PROSHARES TR | $2.16万 | 0.01% | 448 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $2.19万 | 0.01% | 284 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC | $2.20万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR ALERIAN MLP | $2.20万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR GOLD | $2.21万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR U.S. MED DVC ETF | $2.22万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $2.26万 | 0.01% | 825 | -3,300 | -80.0% | -$9.05万 | 减仓 |
| WELL | WELLTOWER INC COM | $2.27万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L P | $2.28万 | 0.01% | 620 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR MORNINGSTAR DIVID LEA SHS | $2.29万 | 0.01% | 470 | 120 | 34.3% | $5,839 | 加仓 |
| XLC | SELECT SECTOR SPDR TRUST | $2.29万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $2.33万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $2.34万 | 0.01% | 1,400 | 1,100 | 366.7% | $1.84万 | 加仓 |
| GLDM | WORLD GOLD TR SPDR GLD MINIS | $2.34万 | 0.01% | 294 | 0 | 0.0% | — | 不变 |
| VCYT | VERACYTE INC | $2.35万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $2.37万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. CL A | $2.41万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM USD0.125 | $2.42万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| NML | NEUBERGER ENERGY INFRASTRUCTURE AND INC FD | $2.43万 | 0.01% | 2,400 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYSTEMS INC | $2.45万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR PGIM ULTRA SH BD | $2.50万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| CRUX | COLUMBIA ETF TR I CORE BOND ETF | $2.50万 | 0.01% | 835 | 835 | — | $2.50万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.51万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| REVS | COLUMBIA ETF TR I RESH ENHNC VLU | $2.52万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $2.53万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| MSB | MESABI TRUST CTF BEN INT | $2.53万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $2.53万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |