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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $28.77万 | 0.15% | 2,200 | -900 | -29.0% | -$11.77万 | 减仓 |
| NSRGY | NESTLE ADR | $28.90万 | 0.15% | 2,907 | 2,907 | — | $28.90万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $29.06万 | 0.15% | 3,789 | 3,789 | — | $29.06万 | 新建仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $30.21万 | 0.16% | 7,069 | -140 | -1.9% | -$5,982 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $30.56万 | 0.16% | 2,800 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $31.56万 | 0.17% | 635 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $31.57万 | 0.17% | 6,600 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $31.59万 | 0.17% | 1,139 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM USD1 | $31.62万 | 0.17% | 12,208 | -2,231 | -15.5% | -$5.78万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP INC | $31.89万 | 0.17% | 4,000 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $32.01万 | 0.17% | 500 | 0 | 0.0% | — | 不变 |
| HNGE | HINGE HEALTH INC | $32.09万 | 0.17% | 6,450 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP | $32.97万 | 0.17% | 2,584 | -101 | -3.8% | -$1.29万 | 减仓 |
| ET | ENERGY TRANSFER L P | $33.15万 | 0.17% | 16,260 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $33.68万 | 0.18% | 12,734 | -6,005 | -32.0% | -$15.88万 | 减仓 |
| ENS | ENERSYS | $36.37万 | 0.19% | 1,650 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $36.94万 | 0.19% | 542 | 130 | 31.6% | $8.86万 | 加仓 |
| COO | COOPER COS INC | $37.89万 | 0.20% | 6,185 | -200 | -3.1% | -$1.23万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO | $39.35万 | 0.21% | 13,100 | 13,100 | — | $39.35万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $40.10万 | 0.21% | 1,123 | 1 | 0.1% | $357 | 加仓 |
| WM | WASTE MANAGEMENT INC | $41.54万 | 0.22% | 1,850 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $44.47万 | 0.23% | 15,437 | -98 | -0.6% | -$2,823 | 减仓 |
| SYM | SYMBOTIC INC | $45.45万 | 0.24% | 7,825 | -125 | -1.6% | -$7,260 | 减仓 |
| IVV | ISHARES TR | $46.82万 | 0.25% | 644 | -142 | -18.1% | -$10.32万 | 减仓 |
| CL | COLGATE-PALMOLIVE CO | $51.30万 | 0.27% | 5,942 | -1,622 | -21.4% | -$14.00万 | 减仓 |
| — | HONEYWELL INTERNATIONAL INC | $54.59万 | 0.29% | 2,611 | -300 | -10.3% | -$6.27万 | 减仓 |
| BX | BLACKSTONE INC | $55.22万 | 0.29% | 4,500 | -100 | -2.2% | -$1.23万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $55.99万 | 0.30% | 8,700 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $57.00万 | 0.30% | 6,000 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TR | $57.68万 | 0.30% | 4,080 | 730 | 21.8% | $10.32万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $58.01万 | 0.31% | 1,925 | -90 | -4.5% | -$2.71万 | 减仓 |
| ATRO | ASTRONICS CORP | $65.30万 | 0.34% | 8,850 | -200 | -2.2% | -$1.48万 | 减仓 |
| CCJ | CAMECO CORP | $65.76万 | 0.35% | 5,745 | 50 | 0.9% | $5,723 | 加仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $68.26万 | 0.36% | 11,618 | 11,500 | 9,745.8% | $67.56万 | 加仓 |
| LLY | ELI LILLY &CO | $69.72万 | 0.37% | 705 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $70.10万 | 0.37% | 7,250 | 82 | 1.1% | $7,929 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $70.96万 | 0.37% | 4,897 | -680 | -12.2% | -$9.85万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $71.63万 | 0.38% | 1,640 | 1,367 | 500.7% | $59.71万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $73.44万 | 0.39% | 5,502 | -149 | -2.6% | -$1.99万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $73.61万 | 0.39% | 14,504 | 702 | 5.1% | $3.56万 | 加仓 |
| NVS | NOVARTIS AG | $74.50万 | 0.39% | 5,120 | -396 | -7.2% | -$5.76万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $74.74万 | 0.39% | 5,144 | 625 | 13.8% | $9.08万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $78.79万 | 0.42% | 4,570 | 695 | 17.9% | $11.98万 | 加仓 |
| FAS | DIREXION SHARES ETF TRUST | $80.05万 | 0.42% | 6,000 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $82.40万 | 0.43% | 1,619 | -60 | -3.6% | -$3.05万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $83.88万 | 0.44% | 16,450 | -350 | -2.1% | -$1.78万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED FD | $88.90万 | 0.47% | 19,000 | 19,000 | — | $88.90万 | 新建仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTERNATION | $93.62万 | 0.49% | 16,500 | 150 | 0.9% | $8,511 | 加仓 |
| TTC | TORO CO | $93.88万 | 0.50% | 9,983 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WATER WORKS COMPANY INC NEW | $102.73万 | 0.54% | 8,150 | -950 | -10.4% | -$11.97万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FUNDS | $102.93万 | 0.54% | 12,475 | 12,475 | — | $102.93万 | 新建仓 |
| HIG | THE HARTFORD INSURANCE GROUP, INC. | $103.77万 | 0.55% | 7,735 | -25 | -0.3% | -$3,354 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $104.95万 | 0.55% | 3,735 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $108.00万 | 0.57% | 3,424 | -60 | -1.7% | -$1.89万 | 减仓 |
| KTOS | KRATOS DEFENSE AND SECURITY SOLUTIONS INC | $113.43万 | 0.60% | 19,125 | 125 | 0.7% | $7,414 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $117.82万 | 0.62% | 3,238 | -6,011 | -65.0% | -$218.72万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $126.73万 | 0.67% | 5,537 | 1,246 | 29.0% | $28.52万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $126.76万 | 0.67% | 9,250 | -1,425 | -13.3% | -$19.53万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $136.86万 | 0.72% | 22,305 | -1,276 | -5.4% | -$7.83万 | 减仓 |
| PWR | QUANTA SERVICES | $138.89万 | 0.73% | 1,800 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES TR | $155.70万 | 0.82% | 31,392 | -750 | -2.3% | -$3.72万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $155.79万 | 0.82% | 17,872 | -24,946 | -58.3% | -$217.46万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $165.07万 | 0.87% | 1,624 | -1,392 | -46.2% | -$141.49万 | 减仓 |
| AMZN | AMAZON.COM INC | $192.69万 | 1.02% | 7,044 | 1,580 | 28.9% | $43.22万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $201.01万 | 1.06% | 44,889 | -975 | -2.1% | -$4.37万 | 减仓 |
| KO | COCA-COLA CO | $209.05万 | 1.10% | 26,638 | -2,177 | -7.6% | -$17.09万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $214.82万 | 1.13% | 13,741 | 2,677 | 24.2% | $41.85万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $222.63万 | 1.17% | 11,330 | -4,893 | -30.2% | -$96.15万 | 减仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD II | $233.44万 | 1.23% | 32,939 | -1,815 | -5.2% | -$12.86万 | 减仓 |
| V | VISA INC | $261.76万 | 1.38% | 8,128 | -400 | -4.7% | -$12.88万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $286.86万 | 1.51% | 8,216 | 275 | 3.5% | $9.60万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC | $317.30万 | 1.67% | 6,816 | -340 | -4.8% | -$15.83万 | 减仓 |
| TSLA | TESLA INC | $339.30万 | 1.79% | 8,714 | -7,329 | -45.7% | -$285.37万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD TR | $352.06万 | 1.86% | 17,322 | 1,500 | 9.5% | $30.49万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $405.09万 | 2.14% | 9,546 | -700 | -6.8% | -$29.71万 | 减仓 |
| ABBV | ABBVIE INC COM USD0.01 | $437.15万 | 2.31% | 21,209 | -4,222 | -16.6% | -$87.02万 | 减仓 |
| VEEV | VEEVA SYSTEMS INC | $466.44万 | 2.46% | 27,247 | -1,139 | -4.0% | -$19.50万 | 减仓 |
| PEP | PEPSICO INC | $569.58万 | 3.01% | 36,737 | -4,049 | -9.9% | -$62.78万 | 减仓 |
| JNJ | JOHNSON &JOHNSON | $740.53万 | 3.91% | 32,832 | -2,762 | -7.8% | -$62.30万 | 减仓 |
| RTX | RTX CORPORATION | $772.97万 | 4.08% | 44,714 | 451 | 1.0% | $7.80万 | 加仓 |
| AAPL | APPLE INC | $885.04万 | 4.67% | 31,144 | -15,525 | -33.3% | -$441.18万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $996.34万 | 5.26% | 73,309 | 460 | 0.6% | $6.25万 | 加仓 |
| CLS | CELESTICA INC | $1,239.61万 | 6.54% | 29,680 | -645 | -2.1% | -$26.94万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,689.60万 | 8.91% | 175,488 | -7,962 | -4.3% | -$76.66万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,887.75万 | 9.96% | 45,888 | -2,437 | -5.0% | -$100.25万 | 减仓 |