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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $1,712.18万 | 9.09% | 45,901 | 13 | 0.0% | $4,849 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $1,538.97万 | 8.17% | 175,341 | -147 | -0.1% | -$1.29万 | 减仓 |
| CLS | CELESTICA INC | $1,079.08万 | 5.73% | 29,580 | -100 | -0.3% | -$3.65万 | 减仓 |
| AAPL | APPLE INC | $891.68万 | 4.73% | 30,816 | -328 | -1.1% | -$9.49万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $856.64万 | 4.55% | 73,424 | 115 | 0.2% | $1.34万 | 加仓 |
| JNJ | JOHNSON &JOHNSON COM | $826.36万 | 4.39% | 32,538 | -294 | -0.9% | -$7.47万 | 减仓 |
| RTX | RTX CORPORATION COM USD1.00 | $755.43万 | 4.01% | 39,816 | -4,898 | -11.0% | -$92.93万 | 减仓 |
| ABBV | ABBVIE INC | $523.65万 | 2.78% | 20,810 | -399 | -1.9% | -$10.04万 | 减仓 |
| PEP | PEPSICO INC | $490.45万 | 2.60% | 36,222 | -515 | -1.4% | -$6.97万 | 减仓 |
| VEEV | VEEVA SYSTEMS INC | $481.78万 | 2.56% | 27,147 | -100 | -0.4% | -$1.77万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $461.71万 | 2.45% | 9,295 | -251 | -2.6% | -$12.47万 | 减仓 |
| TSLA | TESLA INC COM | $398.27万 | 2.11% | 9,469 | 755 | 8.7% | $31.76万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT | $376.37万 | 2.00% | 17,689 | 367 | 2.1% | $7.81万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC | $341.07万 | 1.81% | 6,816 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE TRADED FD II | $294.61万 | 1.56% | 32,789 | -150 | -0.5% | -$1.35万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $291.03万 | 1.54% | 8,216 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $271.16万 | 1.44% | 7,903 | -225 | -2.8% | -$7.72万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $262.72万 | 1.39% | 13,130 | 1,800 | 15.9% | $36.02万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $249.57万 | 1.32% | 47,339 | 2,450 | 5.5% | $12.92万 | 加仓 |
| KO | COCA-COLA CO | $216.49万 | 1.15% | 26,638 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS HIGH DIV YLD | $215.58万 | 1.14% | 13,641 | -100 | -0.7% | -$1.58万 | 减仓 |
| IHAK | ISHARES TR CYBERSECURITY | $192.40万 | 1.02% | 31,692 | 300 | 1.0% | $1.82万 | 加仓 |
| AMZN | AMAZON.COM INC | $179.45万 | 0.95% | 7,529 | 485 | 6.9% | $11.56万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $162.17万 | 0.86% | 17,872 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORP COM | $151.92万 | 0.81% | 1,624 | 0 | 0.0% | — | 不变 |
| UNH | COMEDHEALTH GROUP INC | $135.83万 | 0.72% | 3,268 | 30 | 0.9% | $1.25万 | 加仓 |
| PWR | QUANTA SERVICES | $129.61万 | 0.69% | 1,800 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FDS DIV APP ETF | $128.66万 | 0.68% | 5,437 | -100 | -1.8% | -$2.37万 | 减仓 |
| MDLZ | MONDELEZ INTL INC COM NPV | $127.86万 | 0.68% | 22,105 | -200 | -0.9% | -$1.16万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $120.39万 | 0.64% | 8,800 | -450 | -4.9% | -$6.16万 | 减仓 |
| HD | HOME DEPOT INC | $119.35万 | 0.63% | 3,384 | -40 | -1.2% | -$1.41万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC COM USD1.00 | $111.33万 | 0.59% | 3,735 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WATER WORKS COMPANY INC | $107.24万 | 0.57% | 8,150 | 0 | 0.0% | — | 不变 |
| HIG | THE HARTFORD INSURANCE GROUP, INC. COM | $102.37万 | 0.54% | 7,725 | -10 | -0.1% | -$1,325 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTERNATION | $102.32万 | 0.54% | 16,000 | -500 | -3.0% | -$3.20万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $102.00万 | 0.54% | 12,342 | -133 | -1.1% | -$1.10万 | 减仓 |
| KTOS | KRATOS DEFENSE AND SECURITY SOLUTIONS INC | $97.35万 | 0.52% | 19,525 | 400 | 2.1% | $1.99万 | 加仓 |
| TTC | TORO CO | $97.25万 | 0.52% | 9,983 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF COMS | $90.50万 | 0.48% | 1,212 | -98 | -7.5% | -$7.32万 | 重新持有 |
| FAS | DIREXION SHARES ETF TR | $88.31万 | 0.47% | 6,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY &CO COM | $84.56万 | 0.45% | 705 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $82.48万 | 0.44% | 1,619 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO COM NEW | $81.39万 | 0.43% | 7,235 | -15 | -0.2% | -$1,688 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $80.24万 | 0.43% | 5,120 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TRUST | $80.02万 | 0.42% | 4,320 | -250 | -5.5% | -$4.63万 | 减仓 |
| CRH | CRH ORD | $79.98万 | 0.42% | 7,475 | 7,350 | 5,880.0% | $78.64万 | 加仓 |
| XLV | SELECT SECTOR SPDR TRUST | $77.65万 | 0.41% | 4,894 | -250 | -4.9% | -$3.97万 | 减仓 |
| ATRO | ASTRONICS CORP | $74.35万 | 0.39% | 9,150 | 300 | 3.4% | $2.44万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $70.60万 | 0.37% | 15,650 | 2,550 | 19.5% | $11.50万 | 加仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $68.84万 | 0.37% | 11,418 | -200 | -1.7% | -$1.21万 | 减仓 |
| PG | PROCTER AND GAMBLE CO COM | $67.41万 | 0.36% | 4,597 | -300 | -6.1% | -$4.40万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $66.73万 | 0.35% | 16,150 | -300 | -1.8% | -$1.24万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM STK NPV | $63.55万 | 0.34% | 1,925 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $60.96万 | 0.32% | 8,700 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $58.52万 | 0.31% | 5,745 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $57.71万 | 0.31% | 500 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $55.25万 | 0.29% | 6,000 | 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 |
| BX | BLACKSTONE INC | $52.95万 | 0.28% | 4,500 | 0 | 0.0% | — | 不变 |
| HNGE | HINGE HEALTH INC | $50.63万 | 0.27% | 6,100 | -350 | -5.4% | -$2.90万 | 减仓 |
| VTI | VANGUARD INDEX FDS VANGUARD | $50.33万 | 0.27% | 1,360 | 237 | 21.1% | $8.77万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $48.23万 | 0.26% | 644 | 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 |
| COO | COOPER COS INC | $44.36万 | 0.24% | 6,185 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT INC | $41.24万 | 0.22% | 1,850 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW COM | $40.57万 | 0.22% | 1,139 | 0 | 0.0% | — | 不变 |
| NSRGY | NESTLE ADR | $40.38万 | 0.21% | 3,932 | 1,025 | 35.3% | $10.53万 | 加仓 |
| QQQ | INVESCO QQQ TR COM SER 1 | $39.91万 | 0.21% | 542 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS | $38.58万 | 0.20% | 1,650 | 0 | 0.0% | — | 不变 |
| — | ELECTRO OPTIC SYSTEMS HLDGS LTD | $37.68万 | 0.20% | 52,800 | 52,800 | — | $37.68万 | 新建仓 |
| KGC | KINROSS GOLD CORP COM NPV | $35.76万 | 0.19% | 15,138 | -299 | -1.9% | -$7,062 | 减仓 |
| SYM | SYMBOTIC INC CLASS A COM | $32.93万 | 0.17% | 7,325 | -500 | -6.4% | -$2.25万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM | $32.71万 | 0.17% | 2,584 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $32.61万 | 0.17% | 635 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | $32.46万 | 0.17% | 4,000 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP COM | $32.12万 | 0.17% | 6,600 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF SHS | $31.44万 | 0.17% | 7,069 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $30.98万 | 0.16% | 2,800 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $30.66万 | 0.16% | 12,734 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $30.13万 | 0.16% | 15,760 | -500 | -3.1% | -$9,560 | 减仓 |
| HON | HONEYWELL INTL INC COM | $29.20万 | 0.15% | 1,304 | -1,307 | -50.1% | -$29.26万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $28.83万 | 0.15% | 1,304 | 1,304 | — | $28.83万 | 新建仓 |
| CSCO | CISCO SYSTEMS INC | $28.28万 | 0.15% | 2,408 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH COM | $26.82万 | 0.14% | 1,609 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $25.52万 | 0.14% | 5,178 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $25.32万 | 0.13% | 5,863 | -200 | -3.3% | -$8,636 | 减仓 |
| RCAT | RED CAT HLDGS INC COM | $24.76万 | 0.13% | 23,250 | -2,100 | -8.3% | -$2.24万 | 减仓 |
| T | AT&T INC COM | $24.44万 | 0.13% | 11,808 | -400 | -3.3% | -$8,280 | 减仓 |
| LOW | LOWES COMPANIES INC | $24.41万 | 0.13% | 1,107 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $24.35万 | 0.13% | 2,150 | -50 | -2.3% | -$5,663 | 减仓 |
| FLEX | FLEX LTD | $24.31万 | 0.13% | 1,500 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $23.95万 | 0.13% | 1,752 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORPORATION | $23.62万 | 0.13% | 2,283 | 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 |
| MCD | MCDONALD S CORP | $22.00万 | 0.12% | 814 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $21.73万 | 0.12% | 615 | 75 | 13.9% | $2.65万 | 加仓 |
| GOOGL | ALPHABET INC | $20.55万 | 0.11% | 575 | 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 |
| NSC | NORFOLK SOUTHN CORP COM | $20.29万 | 0.11% | 645 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING LTD | $19.04万 | 0.10% | 700 | 50 | 7.7% | $1.36万 | 加仓 |