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 |
|---|---|---|---|---|---|---|---|---|
| ACMR | ACM RESH INC | $2.54万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $2.54万 | 0.01% | 1,598 | 0 | 0.0% | — | 不变 |
| TBUX | T ROWE PRICE ETF INC ULTRA SHRT TRM | $2.54万 | 0.01% | 510 | 510 | — | $2.54万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $2.58万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| JBND | JP MORGAN ETF TRUST ACTIVE BOND ETF | $2.59万 | 0.01% | 485 | 2 | 0.4% | $107 | 加仓 |
| FDN | FIRST TR EXCHANGE TRADED FD | $2.65万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST RARE EARTH AND S | $2.65万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX FDS | $2.66万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTERNATIONAL INC COM NPV | $2.68万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $2.71万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDUSTRIES COM | $2.73万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP COM | $2.75万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC COM CL A | $2.76万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $2.79万 | 0.01% | 391 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $2.82万 | 0.01% | 888 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $2.93万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $2.96万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $2.97万 | 0.02% | 479 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $3.00万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $3.01万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| VECO | VEECO INSTRUMENTS INC | $3.03万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $3.05万 | 0.02% | 126 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS EA REP | $3.10万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC | $3.14万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR S&P SMALL CAP 600 GROWTH ETF | $3.16万 | 0.02% | 177 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR RUS MD CP GR ETF | $3.18万 | 0.02% | 217 | 0 | 0.0% | — | 不变 |
| CSTM | CONSTELLIUM SE (FRANCE) | $3.19万 | 0.02% | 1,000 | 1,000 | — | $3.19万 | 新建仓 |
| USMV | ISHARES TR MSCI USA MIN VOL | $3.22万 | 0.02% | 334 | 0 | 0.0% | — | 不变 |
| UPRO | PROSHARES | $3.22万 | 0.02% | 227 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINANCIAL INC | $3.24万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $3.32万 | 0.02% | 40 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $3.37万 | 0.02% | 437 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $3.40万 | 0.02% | 288 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $3.48万 | 0.02% | 250 | -100 | -28.6% | -$1.39万 | 减仓 |
| BOND | PIMCO ETF TR ACTIVE BD ETF | $3.50万 | 0.02% | 380 | 1 | 0.3% | $92 | 加仓 |
| NET | CLOUDFLARE INC | $3.68万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $3.69万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| DRAM | ROUNDHILL ETF TRUST MEMORY ETF | $3.69万 | 0.02% | 500 | 500 | — | $3.69万 | 新建仓 |
| GE | GE AEROSPACE COM NEW | $3.70万 | 0.02% | 99 | 0 | 0.0% | — | 不变 |
| INFL | LISTED FD TR HORIZON KINETICS | $3.73万 | 0.02% | 747 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATERIALS INC | $3.75万 | 0.02% | 52 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY TOTAL BOND ETF | $3.79万 | 0.02% | 834 | 1 | 0.1% | $46 | 加仓 |
| COKE | COCA COLA CONS INC | $3.82万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $3.86万 | 0.02% | 46 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD | $3.87万 | 0.02% | 1,152 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $3.90万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $3.90万 | 0.02% | 525 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP COM | $3.94万 | 0.02% | 100 | 100 | — | $3.94万 | 新建仓 |
| AGX | ARGAN INC | $3.99万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| UMAC | UNUSUAL MACHS INC COM SHS | $4.01万 | 0.02% | 1,800 | 500 | 38.5% | $1.11万 | 加仓 |
| ITW | ILLINOIS TOOL WORKS INC COM | $4.06万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| SPXL | DIREXION SHARES ETF TR | $4.06万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $4.12万 | 0.02% | 539 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC | $4.16万 | 0.02% | 530 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $4.22万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| HESM | HESS MIDSTREAM LP | $4.32万 | 0.02% | 1,150 | 0 | 0.0% | — | 不变 |
| DX | DYNEX CAP INC COM | $4.33万 | 0.02% | 3,300 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $4.34万 | 0.02% | 480 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC CO | $4.39万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB US LARGE-CAP VALUE ETF | $4.44万 | 0.02% | 1,275 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC | $4.48万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $4.51万 | 0.02% | 220 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM | $4.52万 | 0.02% | 280 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP | $4.59万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES IND AVG | $4.70万 | 0.02% | 90 | 0 | 0.0% | — | 重新持有 |
| ALC | ALCON INC | $4.83万 | 0.03% | 720 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS DATA CTR &DIGIT | $4.86万 | 0.03% | 1,600 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP COM | $4.91万 | 0.03% | 862 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TRUST CORE DIVID GWTH | $4.96万 | 0.03% | 655 | 3 | 0.5% | $227 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $5.02万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| MRK | MERCK &CO. INC COM | $5.14万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $5.14万 | 0.03% | 207 | 100 | 93.5% | $2.48万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $5.18万 | 0.03% | 724 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC COM | $5.28万 | 0.03% | 4,891 | 0 | 0.0% | — | 不变 |
| EVTR | MORGAN STANLEY ETF | $5.32万 | 0.03% | 1,050 | -13,454 | -92.8% | -$68.23万 | 减仓 |
| VTV | VANGUARD INDEX FDS VANGUARD VALUE ETF | $5.47万 | 0.03% | 251 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GENERAL ELECTRIC CO | $5.70万 | 0.03% | 1,100 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP | $5.77万 | 0.03% | 2,352 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $5.81万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $6.04万 | 0.03% | 682 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $6.22万 | 0.03% | 650 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $6.23万 | 0.03% | 284 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS INC | $6.24万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF SHS | $6.24万 | 0.03% | 1,322 | -3 | -0.2% | -$142 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II S&P500 LOW VOL | $6.37万 | 0.03% | 850 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TR VANECK ISRAEL ETF | $6.49万 | 0.03% | 1,000 | -300 | -23.1% | -$1.95万 | 减仓 |
| — | SANDOZ GROUP AG SPON ADS | $6.91万 | 0.04% | 764 | 764 | — | $6.91万 | 新建仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $6.95万 | 0.04% | 560 | -1,680 | -75.0% | -$20.86万 | 减仓 |
| GLW | CORNING INC | $7.02万 | 0.04% | 275 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC COM | $7.05万 | 0.04% | 3,647 | 3,300 | 951.0% | $6.38万 | 加仓 |
| SDY | SPDR SERIES TRUST | $7.23万 | 0.04% | 475 | 0 | 0.0% | — | 不变 |
| LGN | LEGENCE CORP | $7.24万 | 0.04% | 850 | 100 | 13.3% | $8,523 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC COM | $7.39万 | 0.04% | 1,800 | 1,800 | — | $7.39万 | 新建仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $7.76万 | 0.04% | 1,250 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $7.89万 | 0.04% | 1,008 | -200 | -16.6% | -$1.56万 | 减仓 |
| EWJ | ISHARES INC MSCI JPN ETF NEW | $7.93万 | 0.04% | 850 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $8.07万 | 0.04% | 339 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $8.45万 | 0.04% | 150 | 65 | 76.5% | $3.66万 | 加仓 |
| EL | ESTEE LAUDER COMPANIES INC | $8.53万 | 0.05% | 1,080 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II S&P 500 REVENUE | $8.62万 | 0.05% | 674 | 0 | 0.0% | — | 不变 |