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 |
|---|---|---|---|---|---|---|---|---|
| MET | METLIFE INC COM | $8.62万 | 0.05% | 1,019 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $8.75万 | 0.05% | 666 | -100 | -13.1% | -$1.31万 | 减仓 |
| DVA | DAVITA INC COM | $8.90万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| TVTX | TRAVERE THERAPEUTICS INC COM | $9.09万 | 0.05% | 1,600 | -6,150 | -79.4% | -$34.94万 | 重新持有 |
| VB | VANGUARD SMALL-CAP INDEX FUND | $9.09万 | 0.05% | 300 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING | $9.17万 | 0.05% | 192 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $9.30万 | 0.05% | 550 | 0 | 0.0% | — | 不变 |
| DYN | DYNE THERAPEUTICS INC COM | $9.44万 | 0.05% | 4,250 | 100 | 2.4% | $2,221 | 加仓 |
| OKE | ONEOK INC COM | $9.46万 | 0.05% | 1,088 | -1,400 | -56.3% | -$12.17万 | 减仓 |
| C | CITIGROUP INC | $9.52万 | 0.05% | 680 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYSTEMS INC | $9.70万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $9.81万 | 0.05% | 840 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | $9.81万 | 0.05% | 324 | 0 | 0.0% | — | 不变 |
| MTB | M &T BANK CORP COM USD0.50 | $10.14万 | 0.05% | 426 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $10.22万 | 0.05% | 2,150 | 850 | 65.4% | $4.04万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $10.23万 | 0.05% | 300 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $10.29万 | 0.05% | 621 | 1 | 0.2% | $166 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ET SHS | $10.60万 | 0.06% | 2,792 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH &DWIGHT CO INC | $10.66万 | 0.06% | 1,100 | 0 | 0.0% | — | 不变 |
| RECS | COLUMBIA ETF TR I RESH ENHNC COR | $10.66万 | 0.06% | 2,463 | 0 | 0.0% | — | 不变 |
| — | REX ETF TR DRONE ETF | $11.03万 | 0.06% | 4,900 | 4,900 | — | $11.03万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $11.15万 | 0.06% | 6,425 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. COM | $11.18万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION COM | $11.43万 | 0.06% | 600 | 0 | 0.0% | — | 不变 |
| AJG | ARTHUR J. GALLAGHER & CO. | $11.48万 | 0.06% | 500 | 0 | 0.0% | — | 不变 |
| VMD | VIEMED HEALTHCARE INC | $11.51万 | 0.06% | 10,100 | 10,100 | — | $11.51万 | 新建仓 |
| FISV | FISERV INC | $11.65万 | 0.06% | 2,376 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC COM | $11.70万 | 0.06% | 300 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TR VANECK GOLD MINERS ETF | $11.75万 | 0.06% | 1,558 | -100 | -6.0% | -$7,544 | 减仓 |
| CB | CHUBB LIMITED | $12.30万 | 0.07% | 361 | 0 | 0.0% | — | 不变 |
| AUGO | AURA MINERALS INC | $12.59万 | 0.07% | 2,000 | -200 | -9.1% | -$1.26万 | 减仓 |
| CTVA | CORTEVA INC | $12.70万 | 0.07% | 1,499 | 0 | 0.0% | — | 不变 |
| PAGP | PLAINS GP HLDGS L P | $12.86万 | 0.07% | 5,300 | -600 | -10.2% | -$1.46万 | 减仓 |
| CLX | CLOROX CO | $13.36万 | 0.07% | 1,400 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $13.77万 | 0.07% | 600 | 0 | 0.0% | — | 不变 |
| — | ASTRONICS CORP | $13.91万 | 0.07% | 1,830 | 1,830 | — | $13.91万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP | $13.97万 | 0.07% | 3,120 | -200 | -6.0% | -$8,958 | 减仓 |
| VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF | $14.13万 | 0.07% | 1,640 | -8,200 | -83.3% | -$70.63万 | 减仓 |
| AVGO | BROADCOM INC COM | $14.17万 | 0.08% | 375 | -50 | -11.8% | -$1.89万 | 减仓 |
| MMM | 3M CO | $14.38万 | 0.08% | 888 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUS MACH CORP | $14.83万 | 0.08% | 527 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $16.19万 | 0.09% | 152 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $16.40万 | 0.09% | 2,150 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $16.49万 | 0.09% | 1,125 | -100 | -8.2% | -$1.47万 | 减仓 |
| GPC | GENUINE PARTS CO COM USD1.00 | $17.01万 | 0.09% | 1,442 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR ISHS 5-10YR INVT | $17.01万 | 0.09% | 3,200 | -150 | -4.5% | -$7,976 | 减仓 |
| AVEX | AEVEX CORP | $17.03万 | 0.09% | 8,150 | 8,150 | — | $17.03万 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $17.27万 | 0.09% | 16,200 | -1,200 | -6.9% | -$1.28万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $17.29万 | 0.09% | 3,000 | -700 | -18.9% | -$4.03万 | 减仓 |
| SYY | SYSCO CORP | $17.85万 | 0.09% | 2,136 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $18.09万 | 0.10% | 1,880 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES | $18.74万 | 0.10% | 3,337 | -1 | -0.0% | -$56 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING LTD | $19.04万 | 0.10% | 700 | 50 | 7.7% | $1.36万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $20.29万 | 0.11% | 645 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $20.55万 | 0.11% | 2,679 | -1,110 | -29.3% | -$8.51万 | 减仓 |
| GOOGL | ALPHABET INC | $20.55万 | 0.11% | 575 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $21.73万 | 0.12% | 615 | 75 | 13.9% | $2.65万 | 加仓 |
| MCD | MCDONALD S CORP | $22.00万 | 0.12% | 814 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY ENHANCED LARGE CAP VALUE ETF | $22.87万 | 0.12% | 5,704 | 20 | 0.4% | $802 | 加仓 |
| CVS | CVS HEALTH CORPORATION | $23.62万 | 0.13% | 2,283 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $23.95万 | 0.13% | 1,752 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $24.31万 | 0.13% | 1,500 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $24.35万 | 0.13% | 2,150 | -50 | -2.3% | -$5,663 | 减仓 |
| LOW | LOWES COMPANIES INC | $24.41万 | 0.13% | 1,107 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $24.44万 | 0.13% | 11,808 | -400 | -3.3% | -$8,280 | 减仓 |
| RCAT | RED CAT HLDGS INC COM | $24.76万 | 0.13% | 23,250 | -2,100 | -8.3% | -$2.24万 | 减仓 |
| PYPL | PAYPAL HLDGS INC COM | $25.32万 | 0.13% | 5,863 | -200 | -3.3% | -$8,636 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $25.52万 | 0.14% | 5,178 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH COM | $26.82万 | 0.14% | 1,609 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS INC | $28.28万 | 0.15% | 2,408 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC COM | $28.83万 | 0.15% | 1,304 | 1,304 | — | $28.83万 | 新建仓 |
| HON | HONEYWELL INTL INC COM | $29.20万 | 0.15% | 1,304 | -1,307 | -50.1% | -$29.26万 | 减仓 |
| ET | ENERGY TRANSFER L P | $30.13万 | 0.16% | 15,760 | -500 | -3.1% | -$9,560 | 减仓 |
| PFE | PFIZER INC | $30.66万 | 0.16% | 12,734 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $30.98万 | 0.16% | 2,800 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF SHS | $31.44万 | 0.17% | 7,069 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP COM | $32.12万 | 0.17% | 6,600 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | $32.46万 | 0.17% | 4,000 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $32.61万 | 0.17% | 635 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM | $32.71万 | 0.17% | 2,584 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC CLASS A COM | $32.93万 | 0.17% | 7,325 | -500 | -6.4% | -$2.25万 | 减仓 |
| KGC | KINROSS GOLD CORP COM NPV | $35.76万 | 0.19% | 15,138 | -299 | -1.9% | -$7,062 | 减仓 |
| — | ELECTRO OPTIC SYSTEMS HLDGS LTD | $37.68万 | 0.20% | 52,800 | 52,800 | — | $37.68万 | 新建仓 |
| ENS | ENERSYS | $38.58万 | 0.20% | 1,650 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR COM SER 1 | $39.91万 | 0.21% | 542 | 0 | 0.0% | — | 不变 |
| NSRGY | NESTLE ADR | $40.38万 | 0.21% | 3,932 | 1,025 | 35.3% | $10.53万 | 加仓 |
| HEI | HEICO CORP NEW COM | $40.57万 | 0.22% | 1,139 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT INC | $41.24万 | 0.22% | 1,850 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $44.36万 | 0.24% | 6,185 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST URANIUM AND NUCL | $45.58万 | 0.24% | 3,930 | -150 | -3.7% | -$1.74万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $48.23万 | 0.26% | 644 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS VANGUARD | $50.33万 | 0.27% | 1,360 | 237 | 21.1% | $8.77万 | 加仓 |
| HNGE | HINGE HEALTH INC | $50.63万 | 0.27% | 6,100 | -350 | -5.4% | -$2.90万 | 减仓 |
| BX | BLACKSTONE INC | $52.95万 | 0.28% | 4,500 | 0 | 0.0% | — | 不变 |
| CL | COLGATE-PALMOLIVE CO COM | $53.39万 | 0.28% | 5,824 | -118 | -2.0% | -$1.08万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $55.25万 | 0.29% | 6,000 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $57.71万 | 0.31% | 500 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $58.52万 | 0.31% | 5,745 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $60.96万 | 0.32% | 8,700 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM STK NPV | $63.55万 | 0.34% | 1,925 | 0 | 0.0% | — | 不变 |