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 |
|---|---|---|---|---|---|---|---|---|
| FDL | FIRST TR MORNINGSTAR DIVID LEA SHS | $1.75万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $1.75万 | 0.01% | 199 | 133 | 201.5% | $1.17万 | 加仓 |
| UMAC | UNUSUAL MACHS INC | $1.77万 | 0.01% | 1,300 | 1,300 | — | $1.77万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $1.77万 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $1.79万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $1.81万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1.82万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP COM | $1.85万 | 0.01% | 1,730 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $1.86万 | 0.01% | 200 | -100 | -33.3% | -$9,285 | 减仓 |
| SOLV | SOLVENTUM CORP | $1.96万 | 0.01% | 284 | 284 | — | $1.96万 | 新建仓 |
| VECO | VEECO INSTRUMENTS INC | $1.98万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $2.01万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $2.07万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $2.08万 | 0.01% | 31 | -26 | -45.6% | -$1.74万 | 减仓 |
| BINC | ISHARES TR | $2.08万 | 0.01% | 400 | 200 | 100.0% | $1.04万 | 加仓 |
| ISPY | PROSHARES TR | $2.10万 | 0.01% | 448 | -335 | -42.8% | -$1.57万 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $2.13万 | 0.01% | 52 | -117 | -69.2% | -$4.79万 | 减仓 |
| WELL | WELLTOWER INC | $2.14万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDUSTRIES | $2.19万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $2.20万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $2.24万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $2.25万 | 0.01% | 825 | 660 | 400.0% | $1.80万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC | $2.28万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $2.29万 | 0.01% | 425 | 300 | 240.0% | $1.62万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.30万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.33万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS | $2.39万 | 0.01% | 620 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $2.41万 | 0.01% | 22 | 12 | 120.0% | $1.31万 | 加仓 |
| REVS | COLUMBIA ETF TR I | $2.46万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $2.47万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $2.48万 | 0.01% | 1,598 | 565 | 54.7% | $8,770 | 加仓 |
| ROKU | ROKU INC | $2.49万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| NML | NEUBERGER ENERGY INFRASTRUCTURE AND INCOME FUND INC. | $2.50万 | 0.01% | 2,400 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $2.50万 | 0.01% | 505 | 505 | — | $2.50万 | 新建仓 |
| PM | PHILIP MORRIS INTERNATIONAL INC | $2.51万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $2.51万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $2.53万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $2.54万 | 0.01% | 325 | 325 | — | $2.54万 | 新建仓 |
| JBND | JP MORGAN ETF TRUST | $2.58万 | 0.01% | 483 | -452 | -48.3% | -$2.41万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2.61万 | 0.01% | 544 | 544 | — | $2.61万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX | $2.61万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $2.64万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW COM | $2.65万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $2.65万 | 0.01% | 294 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE TRADED FD | $2.68万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $2.68万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $2.73万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $2.75万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRUST | $2.76万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| MSB | MESABI TRUST | $2.81万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US | $2.81万 | 0.01% | 888 | 888 | — | $2.81万 | 新建仓 |
| IWM | ISHARES TR | $2.83万 | 0.01% | 100 | 100 | — | $2.83万 | 新建仓 |
| GE | GE AEROSPACE | $2.84万 | 0.01% | 99 | -500 | -83.5% | -$14.33万 | 减仓 |
| FCX | FREEPORT-MCMORAN INC | $2.88万 | 0.02% | 500 | 500 | — | $2.88万 | 新建仓 |
| IJT | ISHARES TR | $2.89万 | 0.02% | 177 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $2.92万 | 0.02% | 126 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $2.96万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $2.99万 | 0.02% | 217 | 0 | 0.0% | — | 不变 |
| UPRO | PROSHARES TR | $3.00万 | 0.02% | 227 | -225 | -49.8% | -$2.97万 | 减仓 |
| PRU | PRUDENTIAL FINANCIAL INC | $3.01万 | 0.02% | 300 | -200 | -40.0% | -$2.01万 | 减仓 |
| — | FEDERAL NATIONAL MORTGAGE ASSOCIATION | $3.02万 | 0.02% | 3,750 | 3,750 | — | $3.02万 | 新建仓 |
| O | REALTY INCOME CORP | $3.04万 | 0.02% | 479 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC | $3.05万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TR | $3.11万 | 0.02% | 300 | -400 | -57.1% | -$4.15万 | 减仓 |
| USMV | ISHARES TR | $3.15万 | 0.02% | 334 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $3.20万 | 0.02% | 437 | -5 | -1.1% | -$366 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $3.31万 | 0.02% | 700 | -977 | -58.3% | -$4.63万 | 减仓 |
| XYL | XYLEM INC | $3.35万 | 0.02% | 288 | 48 | 20.0% | $5,587 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $3.43万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $3.43万 | 0.02% | 107 | 100 | 1,428.6% | $3.20万 | 加仓 |
| NFLX | NETFLIX INC | $3.44万 | 0.02% | 391 | 24 | 6.5% | $2,109 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $3.46万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $3.48万 | 0.02% | 379 | 2 | 0.5% | $184 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3.55万 | 0.02% | 100 | -517 | -83.8% | -$18.37万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $3.57万 | 0.02% | 600 | 600 | — | $3.57万 | 新建仓 |
| SHEL | SHELL PLC | $3.59万 | 0.02% | 400 | -350 | -46.7% | -$3.14万 | 减仓 |
| AGX | ARGAN INC COM | $3.60万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $3.67万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $3.71万 | 0.02% | 46 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $3.73万 | 0.02% | 40 | 0 | 0.0% | — | 不变 |
| SPXL | DIREXION SHARES ETF TRUST | $3.77万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY TOTAL BOND ETF | $3.79万 | 0.02% | 833 | 274 | 49.0% | $1.25万 | 加仓 |
| ITW | ILLINOIS TOOL WORKS INC | $3.82万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $3.86万 | 0.02% | 280 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC | $3.88万 | 0.02% | 530 | 0 | 0.0% | — | 不变 |
| INFL | LISTED FD TR HORIZON KINETICS | $3.95万 | 0.02% | 747 | 747 | — | $3.95万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3.98万 | 0.02% | 480 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $4.00万 | 0.02% | 525 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $4.04万 | 0.02% | 539 | -400 | -42.6% | -$3.00万 | 减仓 |
| SCHV | SCHWAB US | $4.15万 | 0.02% | 1,275 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $4.20万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $4.21万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $4.28万 | 0.02% | 380 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $4.31万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| DX | DYNEX CAP INC | $4.40万 | 0.02% | 3,300 | 3,000 | 1,000.0% | $4.00万 | 加仓 |
| — | ELECTRONIC ARTS INC | $4.43万 | 0.02% | 220 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $4.46万 | 0.02% | 275 | -1,300 | -82.5% | -$21.07万 | 减仓 |
| HESM | HESS MIDSTREAM LP | $4.51万 | 0.02% | 1,150 | 250 | 27.8% | $9,795 | 加仓 |
| MRK | MERCK &CO. INC | $4.53万 | 0.02% | 400 | -1,000 | -71.4% | -$11.31万 | 减仓 |
| BAC | BANK AMERICA CORP COM | $4.58万 | 0.02% | 862 | -940 | -52.2% | -$4.99万 | 减仓 |