13F 机构持仓

MARK SHEPTOFF FINANCIAL PLANNING, LLC

GLASTONBURY CT · SEC CIK 0001607355

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.88亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MSFT 9.1%
NEE 8.2%
CLS 5.7%
AAPL 4.7%
PLTR 4.5%
JNJ 4.4%
RTX 4.0%
ABBV 2.8%
PEP 2.6%
VEEV 2.6%

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
GMED GLOBUS MEDICAL INC $00.00%0 -1,675-100.0% -$15.08万 清仓
IA INNOVATIVE SOLUTIONS AND SUPPORT INC $00.00%0 -6,200-100.0% -$12.83万 清仓
HRL HORMEL FOODS CORP $00.00%0 -5,400-100.0% -$11.30万 清仓
BILS SPDR SERIES TRUST $00.00%0 -980-100.0% -$9.72万 清仓
— DILLARD S CAPITAL TRUST I 7.50000 08/01/2038 $00.00%0 -2,400-100.0% -$6.25万 清仓
VG VENTURE GLOBAL INC $00.00%0 -4,700-100.0% -$6.12万 清仓
DEC DIVERSIFIED ENERGY CO $00.00%0 -3,000-100.0% -$4.91万 清仓
XLE SELECT SECTOR SPDR TR $00.00%0 -600-100.0% -$3.57万 清仓
NUKZ EXCHANGE TRADED CONCEPTS TRUST $00.00%0 -378-100.0% -$2.76万 清仓
BNDX VANGUARD CHARLOTTE FDS $00.00%0 -544-100.0% -$2.61万 清仓
TTMI TTM TECHNOLOGIES INC $00.00%0 -100-100.0% -$1.60万 清仓
PTY PIMCO CORPORATE &INCOME OPPOR $00.00%0 -1,228-100.0% -$1.50万 清仓
PTRB PGIM ETF TR $00.00%0 -362-100.0% -$1.50万 清仓
ASML ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 $00.00%0 -10-100.0% -$1.44万 清仓
NFLT ETFIS SERIES TRUST I $00.00%0 -566-100.0% -$1.30万 清仓
BCS BARCLAYS PLC $00.00%0 -500-100.0% -$1.14万 清仓
GFL GFL ENVIRONMENTAL INC. $00.00%0 -300-100.0% -$1.11万 清仓
XIFR NEXTERA ENERGY PARTNERS LP $00.00%0 -900-100.0% -$9,729 清仓
— ORLA MINING LTD NEW $00.00%0 -700-100.0% -$9,401 清仓
IGV ISHARES TR $00.00%0 -100-100.0% -$8,827 清仓
PYLD PIMCO ETF TR $00.00%0 -300-100.0% -$7,899 清仓
KRMN KARMAN HLDGS INC $00.00%0 -125-100.0% -$7,861 清仓
XLF SELECT SECTOR SPDR TR $00.00%0 -147-100.0% -$7,597 清仓
PRM PERIMETER SOLUTIONS INC $00.00%0 -250-100.0% -$7,545 清仓
WY WEYERHAEUSER CO MTN BE $00.00%0 -300-100.0% -$7,110 清仓
RIGL RIGEL PHARMACEUTICALS INC $00.00%0 -250-100.0% -$7,023 清仓
JEPQ J P MORGAN EXCHANGE TRADED FD $00.00%0 -106-100.0% -$6,247 清仓
NXT NEXTPOWER INC. CLASS A COM $00.00%0 -43-100.0% -$5,304 清仓
— PERMA-PIPE INTL HLDGS INC $00.00%0 -150-100.0% -$5,043 清仓
SLV ISHARES TR $00.00%0 -65-100.0% -$4,284 清仓
— SWARMER INC $00.00%0 -100-100.0% -$2,998 清仓
— CURALEAF HOLDINGS INC $00.00%0 -800-100.0% -$2,779 清仓
CCL CARNIVAL CORP $00.00%0 -100-100.0% -$2,577 清仓
— CYBERLUX CORP $00.00%0 -540,000-100.0% -$1,080 清仓
— FERNHILL CORP $00.00%0 -125,000-100.0% -$338 清仓
OGN ORGANON &CO $00.00%0 -12-100.0% -$160 清仓
— ILUSTRATO PICTURES INTERNATIONAL INC $00.00%0 -50,000-100.0% -$15 清仓
— CEL-SCI CORP $00.00%0 -1-100.0% -$2 清仓
— MEDICAL MARIJUANA INC $00.00%0 -1,000-100.0% — 清仓
EMBC EMBECTA CORP COM $160.00%5 00.0% — 不变
— AURORA CANNABIS INC $220.00%8 00.0% — 不变
LCID LUCID GROUP INC COM NEW $670.00%10 00.0% — 不变
EVH EVOLENT HEALTH INC CL A $1360.00%25 00.0% — 不变
ASIX ADVANSIX INC COM $1990.00%10 00.0% — 不变
KD KYNDRYL HLDGS INC COM $2040.00%18 00.0% — 不变
— PINETREE CAPITAL LTD COM NPV $3180.00%50 00.0% — 不变
DNOW DNOW INC COM $3240.00%25 00.0% — 不变
FE FIRSTENERGY CORP COM USD0.10 $3580.00%8 00.0% — 不变
KOPN KOPIN CORP $4480.00%100 00.0% — 不变
— NET LEASE OFFICE PROPERTIES COM $5010.00%45 00.0% — 不变
— ENDAVA PLC SPON ADS $5660.00%200 00.0% — 不变
NKTX NKARTA INC COM $5660.00%200 00.0% — 不变
— NLI HOLDINGS, INC. COM $5950.00%100 00.0% — 不变
ALEC ALECTOR INC $6030.00%300 00.0% — 不变
MRNA MODERNA INC COM $7000.00%10 00.0% — 不变
FATE FATE THERAPEUTICS INC COM $8100.00%300 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES INC COM $9600.00%15 00.0% — 不变
VTWO VANGUARD RUSSELL 2000 ETF $1,0930.00%9 9— $1,093 新建仓
WAT WATERS CORP $1,1250.00%3 00.0% — 不变
IPSC CENTURY THERAPEUTICS INC $1,2250.00%500 00.0% — 不变
PLUG PLUG POWER INC $1,3820.00%510 00.0% — 不变
— CANOPY GROWTH CORPORATION $1,4250.00%1,500 00.0% — 不变
DELL DELL TECHNOLOGIES INC CL C $1,7260.00%4 4— $1,726 新建仓
APLD APPLIED DIGITAL CORP $1,8650.00%50 00.0% — 不变
TJX TJX COMPANIES INC $1,9700.00%13 00.0% — 不变
BAX BAXTER INTERNATIONAL INC $2,1320.00%100 00.0% — 不变
BKGI BNY MELLON ETF TRUST $2,2490.00%50 00.0% — 不变
BHF BRIGHTHOUSE FINL INC COM $2,3420.00%37 00.0% — 不变
— TIDAL TR II YIELDMAX GOOGL $2,6540.00%200 00.0% — 不变
EFC ELLINGTON FINANCIAL INC COM $2,7220.00%200 00.0% — 不变
CCL CARNIVAL CORP LTD $2,8570.00%100 100— $2,857 新建仓
VWO VANGUARD INTL EQUITY INDEX FDS $2,9850.00%50 00.0% — 不变
QBTS D-WAVE QUANTUM INC COM $2,9990.00%125 00.0% — 不变
ALNY ALNYLAM PHARMACEUTICALS INC $3,0100.00%10 00.0% — 不变
BN BROOKFIELD CORPORATION $3,0760.00%72 00.0% — 不变
HL HECLA MINING CO $3,0860.00%200 00.0% — 不变
SIEGY SIEMENS $3,2180.00%20 00.0% — 不变
BXP BXP INC COM $3,3160.00%50 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 $3,3610.00%23 00.0% — 不变
ADI ANALOG DEVICES INC $3,5750.00%9 00.0% — 不变
BBAI BIGBEAR AI HLDGS INC $3,6700.00%1,000 00.0% — 不变
MCK MCKESSON CORP $3,7780.00%5 00.0% — 不变
SLVM SYLVAMO CORP COM $3,7800.00%100 00.0% — 不变
BLK BLACKROCK INC COM $3,8460.00%4 00.0% — 不变
CI THE CIGNA GROUP COM $3,8600.00%14 00.0% — 不变
ARTV ARTIVA BIOTHERAPEUTICS INC $3,8800.00%400 00.0% — 不变
USHY ISHARES TR BROAD USD HIGH $4,0350.00%109 00.0% — 不变
BDX BECTON DICKINSON &CO $4,0860.00%27 00.0% — 不变
AZN ASTRAZENECA PLC $4,1720.00%22 00.0% — 不变
WIW WESTERN AST INFL $4,2000.00%500 00.0% — 不变
S SENTINELONE INC CL A $4,2430.00%250 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $4,2680.00%100 100— $4,268 新建仓
TMC TMC THE METALS CO INC $4,4300.00%1,000 00.0% — 不变
NICE NICE LTD $4,5430.00%50 00.0% — 不变
TMDX TRANSMEDICS GROUP INC COM $4,5830.00%69 00.0% — 不变
BMEZ BLACKROCK HEALTH SCIENCES TERM TRST $4,6050.00%300 00.0% — 不变
COPX GLOBAL X FDS GLOBAL X COPPER $4,6180.00%60 00.0% — 不变
— TWO HARBORS INVENTMENT CORPOR COM $4,6540.00%375 00.0% — 不变
SRPT SAREPTA THERAPEUTICS INC $4,6720.00%260 00.0% — 不变
QUS SPDR SERIES TRUST I $4,6720.00%25 00.0% — 不变