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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $20.75万 | 0.11% | 540 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $20.23万 | 0.11% | 645 | -5 | -0.8% | -$1,568 | 减仓 |
| DIS | DISNEY WALT CO | $18.89万 | 0.10% | 1,880 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORPORATION COM USD0.01 | $18.42万 | 0.10% | 2,283 | 500 | 28.0% | $4.03万 | 加仓 |
| AVGO | BROADCOM INC | $18.16万 | 0.10% | 425 | 159 | 59.8% | $6.80万 | 加仓 |
| NOBL | PROSHARES TR | $17.88万 | 0.09% | 1,669 | 1,395 | 509.1% | $14.94万 | 加仓 |
| IGIB | ISHARES TR | $17.78万 | 0.09% | 3,350 | 3,350 | — | $17.78万 | 新建仓 |
| AUGO | AURA MINERALS INC | $17.75万 | 0.09% | 2,200 | -150 | -6.4% | -$1.21万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $16.77万 | 0.09% | 3,320 | -2,735 | -45.2% | -$13.82万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $15.71万 | 0.08% | 2,150 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $15.56万 | 0.08% | 2,136 | -140 | -6.2% | -$1.02万 | 减仓 |
| GMED | GLOBUS MEDICAL INC | $15.08万 | 0.08% | 1,675 | 775 | 86.1% | $6.98万 | 加仓 |
| GPC | GENUINE PARTS CO | $15.04万 | 0.08% | 1,442 | 75 | 5.5% | $7,822 | 加仓 |
| FLEX | FLEX LTD | $14.47万 | 0.08% | 1,500 | 0 | 0.0% | — | 不变 |
| PAGP | PLAINS GP HLDGS L P | $14.28万 | 0.08% | 5,900 | 700 | 13.5% | $1.69万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $14.25万 | 0.08% | 600 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TR | $14.23万 | 0.08% | 1,658 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $13.75万 | 0.07% | 152 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $13.61万 | 0.07% | 2,376 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $12.86万 | 0.07% | 300 | 0 | 0.0% | — | 不变 |
| IA | INNOVATIVE SOLUTIONS AND SUPPORT INC | $12.83万 | 0.07% | 6,200 | 6,200 | — | $12.83万 | 新建仓 |
| MMM | 3M CO | $12.68万 | 0.07% | 888 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING LTD | $12.58万 | 0.07% | 650 | -4,500 | -87.4% | -$87.11万 | 减仓 |
| CTVA | CORTEVA INC | $12.58万 | 0.07% | 1,499 | -154 | -9.3% | -$1.29万 | 减仓 |
| IBM | INTERNATIONAL BUS MACH CORP | $12.08万 | 0.06% | 527 | 427 | 427.0% | $9.79万 | 加仓 |
| CLX | CLOROX CO | $12.06万 | 0.06% | 1,400 | -200 | -12.5% | -$1.72万 | 减仓 |
| CVX | CHEVRON CORP NEW | $11.95万 | 0.06% | 620 | -250 | -28.7% | -$4.82万 | 减仓 |
| CB | CHUBB LIMITED | $11.64万 | 0.06% | 361 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $11.30万 | 0.06% | 5,400 | -7,035 | -56.6% | -$14.72万 | 减仓 |
| EBAY | EBAY INC. | $10.53万 | 0.06% | 1,000 | -300 | -23.1% | -$3.16万 | 减仓 |
| DHR | DANAHER CORPORATION | $10.48万 | 0.06% | 600 | -200 | -25.0% | -$3.49万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $10.35万 | 0.05% | 2,463 | 1,577 | 178.0% | $6.63万 | 加仓 |
| AJG | ARTHUR J. GALLAGHER & CO. ISIN #US3635761097 SEDOL #BD1QWJ0 | $10.29万 | 0.05% | 500 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH &DWIGHT CO INC | $10.29万 | 0.05% | 1,100 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED | $10.26万 | 0.05% | 2,792 | 520 | 22.9% | $1.91万 | 加仓 |
| PSX | PHILLIPS 66 | $9.91万 | 0.05% | 550 | -410 | -42.7% | -$7.39万 | 减仓 |
| BILS | SPDR SERIES TRUST | $9.72万 | 0.05% | 980 | -200 | -16.9% | -$1.98万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $9.68万 | 0.05% | 840 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $9.40万 | 0.05% | 1,208 | -1,700 | -58.5% | -$13.22万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $9.38万 | 0.05% | 6,425 | -100 | -1.5% | -$1,460 | 减仓 |
| MTB | M &T BANK CORP | $9.18万 | 0.05% | 426 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $9.09万 | 0.05% | 324 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $9.01万 | 0.05% | 766 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TR | $8.98万 | 0.05% | 1,300 | 0 | 0.0% | — | 不变 |
| EL | ESTEE LAUDER COMPANIES INC | $8.95万 | 0.05% | 1,080 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $8.70万 | 0.05% | 680 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYSTEMS INC | $8.68万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP INDEX FUND | $8.60万 | 0.05% | 300 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $8.33万 | 0.04% | 674 | 333 | 97.7% | $4.11万 | 加仓 |
| MET | METLIFE INC | $8.14万 | 0.04% | 1,019 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES TR | $7.59万 | 0.04% | 850 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING | $7.57万 | 0.04% | 192 | -132 | -40.7% | -$5.21万 | 减仓 |
| LGN | LEGENCE CORP | $7.45万 | 0.04% | 750 | 750 | — | $7.45万 | 新建仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $7.44万 | 0.04% | 1,250 | -597 | -32.3% | -$3.55万 | 减仓 |
| ALL | ALLSTATE CORP | $7.41万 | 0.04% | 339 | 0 | 0.0% | — | 不变 |
| DYN | DYNE THERAPEUTICS INC | $7.25万 | 0.04% | 4,150 | 4,150 | — | $7.25万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $7.05万 | 0.04% | 475 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS INC | $7.02万 | 0.04% | 100 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $6.74万 | 0.04% | 560 | 420 | 300.0% | $5.06万 | 加仓 |
| DVA | DAVITA INC | $6.28万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $6.26万 | 0.03% | 850 | 0 | 0.0% | — | 不变 |
| — | DILLARD S CAPITAL TRUST I 7.50000 08/01/2038 | $6.25万 | 0.03% | 2,400 | 2,400 | — | $6.25万 | 新建仓 |
| SO | SOUTHERN CO | $6.23万 | 0.03% | 650 | -800 | -55.2% | -$7.67万 | 减仓 |
| CMCSA | COMCAST CORP | $6.22万 | 0.03% | 2,352 | -421 | -15.2% | -$1.11万 | 减仓 |
| VG | VENTURE GLOBAL INC | $6.12万 | 0.03% | 4,700 | 4,700 | — | $6.12万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $5.98万 | 0.03% | 1,325 | 261 | 24.5% | $1.18万 | 加仓 |
| QUAL | ISHARES TR | $5.89万 | 0.03% | 284 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $5.85万 | 0.03% | 1,300 | -7,200 | -84.7% | -$32.42万 | 减仓 |
| VGT | VANGUARD WORLD FD | $5.79万 | 0.03% | 83 | 73 | 730.0% | $5.09万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $5.70万 | 0.03% | 682 | 682 | — | $5.70万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $5.52万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $5.47万 | 0.03% | 724 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GENERAL ELECTRIC CO | $5.40万 | 0.03% | 1,100 | 0 | 0.0% | — | 不变 |
| ALC | ALCON INC | $5.36万 | 0.03% | 720 | -142 | -16.5% | -$1.06万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $5.24万 | 0.03% | 350 | -390 | -52.7% | -$5.84万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $5.24万 | 0.03% | 4,891 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $5.18万 | 0.03% | 251 | -180 | -41.8% | -$3.72万 | 减仓 |
| META | META PLATFORMS INC | $5.14万 | 0.03% | 85 | -361 | -80.9% | -$21.84万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $5.12万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| DEC | DIVERSIFIED ENERGY CO | $4.91万 | 0.03% | 3,000 | 3,000 | — | $4.91万 | 新建仓 |
| GFI | GOLD FIELDS LTD | $4.81万 | 0.03% | 1,152 | -400 | -25.8% | -$1.67万 | 减仓 |
| DGRO | ISHARES TRUST | $4.79万 | 0.03% | 652 | 297 | 83.7% | $2.18万 | 重新持有 |
| DTCR | GLOBAL X FDS | $4.71万 | 0.02% | 1,600 | 1,600 | — | $4.71万 | 新建仓 |
| AR | ANTERO RESOURCES CORP COM | $4.70万 | 0.02% | 1,200 | 1,200 | — | $4.70万 | 新建仓 |
| ETR | ENTERGY CORP | $4.69万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP COM | $4.58万 | 0.02% | 862 | -940 | -52.2% | -$4.99万 | 减仓 |
| MRK | MERCK &CO. INC | $4.53万 | 0.02% | 400 | -1,000 | -71.4% | -$11.31万 | 减仓 |
| HESM | HESS MIDSTREAM LP | $4.51万 | 0.02% | 1,150 | 250 | 27.8% | $9,795 | 加仓 |
| GLW | CORNING INC | $4.46万 | 0.02% | 275 | -1,300 | -82.5% | -$21.07万 | 减仓 |
| — | ELECTRONIC ARTS INC | $4.43万 | 0.02% | 220 | 0 | 0.0% | — | 不变 |
| DX | DYNEX CAP INC | $4.40万 | 0.02% | 3,300 | 3,000 | 1,000.0% | $4.00万 | 加仓 |
| COKE | COCA COLA CONS INC | $4.31万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $4.28万 | 0.02% | 380 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $4.21万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $4.20万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB US | $4.15万 | 0.02% | 1,275 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $4.04万 | 0.02% | 539 | -400 | -42.6% | -$3.00万 | 减仓 |
| WMB | WILLIAMS COS INC | $4.00万 | 0.02% | 525 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $3.98万 | 0.02% | 480 | 0 | 0.0% | — | 不变 |
| INFL | LISTED FD TR HORIZON KINETICS | $3.95万 | 0.02% | 747 | 747 | — | $3.95万 | 新建仓 |