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 |
|---|---|---|---|---|---|---|---|---|
| NOBL | PROSHARES | $18.74万 | 0.10% | 3,337 | -1 | -0.0% | -$56 | 减仓 |
| DIS | DISNEY WALT CO COM | $18.09万 | 0.10% | 1,880 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $17.85万 | 0.09% | 2,136 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $17.29万 | 0.09% | 3,000 | -700 | -18.9% | -$4.03万 | 减仓 |
| UEC | URANIUM ENERGY CORP | $17.27万 | 0.09% | 16,200 | -1,200 | -6.9% | -$1.28万 | 减仓 |
| AVEX | AEVEX CORP | $17.03万 | 0.09% | 8,150 | 8,150 | — | $17.03万 | 新建仓 |
| IGIB | ISHARES TR ISHS 5-10YR INVT | $17.01万 | 0.09% | 3,200 | -150 | -4.5% | -$7,976 | 减仓 |
| GPC | GENUINE PARTS CO COM USD1.00 | $17.01万 | 0.09% | 1,442 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $16.49万 | 0.09% | 1,125 | -100 | -8.2% | -$1.47万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $16.40万 | 0.09% | 2,150 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $16.19万 | 0.09% | 152 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUS MACH CORP | $14.83万 | 0.08% | 527 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $14.38万 | 0.08% | 888 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $14.17万 | 0.08% | 375 | -50 | -11.8% | -$1.89万 | 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 |
| PAAS | PAN AMERN SILVER CORP | $13.97万 | 0.07% | 3,120 | -200 | -6.0% | -$8,958 | 减仓 |
| — | ASTRONICS CORP | $13.91万 | 0.07% | 1,830 | 1,830 | — | $13.91万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $13.77万 | 0.07% | 600 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO | $13.36万 | 0.07% | 1,400 | 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 |
| CTVA | CORTEVA INC | $12.70万 | 0.07% | 1,499 | 0 | 0.0% | — | 不变 |
| AUGO | AURA MINERALS INC | $12.59万 | 0.07% | 2,000 | -200 | -9.1% | -$1.26万 | 减仓 |
| CB | CHUBB LIMITED | $12.30万 | 0.07% | 361 | 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 |
| HCA | HCA HEALTHCARE INC COM | $11.70万 | 0.06% | 300 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $11.65万 | 0.06% | 2,376 | 0 | 0.0% | — | 不变 |
| VMD | VIEMED HEALTHCARE INC | $11.51万 | 0.06% | 10,100 | 10,100 | — | $11.51万 | 新建仓 |
| AJG | ARTHUR J. GALLAGHER & CO. | $11.48万 | 0.06% | 500 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION COM | $11.43万 | 0.06% | 600 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. COM | $11.18万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $11.15万 | 0.06% | 6,425 | 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 |
| RECS | COLUMBIA ETF TR I RESH ENHNC COR | $10.66万 | 0.06% | 2,463 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH &DWIGHT CO INC | $10.66万 | 0.06% | 1,100 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED ET SHS | $10.60万 | 0.06% | 2,792 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $10.29万 | 0.05% | 621 | 1 | 0.2% | $166 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $10.23万 | 0.05% | 300 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $10.22万 | 0.05% | 2,150 | 850 | 65.4% | $4.04万 | 加仓 |
| MTB | M &T BANK CORP COM USD0.50 | $10.14万 | 0.05% | 426 | 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 |
| WEC | WEC ENERGY GROUP INC COM | $9.81万 | 0.05% | 840 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYSTEMS INC | $9.70万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $9.52万 | 0.05% | 680 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC COM | $9.46万 | 0.05% | 1,088 | -1,400 | -56.3% | -$12.17万 | 减仓 |
| DYN | DYNE THERAPEUTICS INC COM | $9.44万 | 0.05% | 4,250 | 100 | 2.4% | $2,221 | 加仓 |
| PSX | PHILLIPS 66 | $9.30万 | 0.05% | 550 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING | $9.17万 | 0.05% | 192 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP INDEX FUND | $9.09万 | 0.05% | 300 | 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 |
| DVA | DAVITA INC COM | $8.90万 | 0.05% | 400 | 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 |
| MET | METLIFE INC COM | $8.62万 | 0.05% | 1,019 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II S&P 500 REVENUE | $8.62万 | 0.05% | 674 | 0 | 0.0% | — | 不变 |
| EL | ESTEE LAUDER COMPANIES INC | $8.53万 | 0.05% | 1,080 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $8.45万 | 0.04% | 150 | 65 | 76.5% | $3.66万 | 加仓 |
| ALL | ALLSTATE CORP | $8.07万 | 0.04% | 339 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC MSCI JPN ETF NEW | $7.93万 | 0.04% | 850 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $7.89万 | 0.04% | 1,008 | -200 | -16.6% | -$1.56万 | 减仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $7.76万 | 0.04% | 1,250 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC COM | $7.39万 | 0.04% | 1,800 | 1,800 | — | $7.39万 | 新建仓 |
| LGN | LEGENCE CORP | $7.24万 | 0.04% | 850 | 100 | 13.3% | $8,523 | 加仓 |
| SDY | SPDR SERIES TRUST | $7.23万 | 0.04% | 475 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC COM | $7.05万 | 0.04% | 3,647 | 3,300 | 951.0% | $6.38万 | 加仓 |
| GLW | CORNING INC | $7.02万 | 0.04% | 275 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $6.95万 | 0.04% | 560 | -1,680 | -75.0% | -$20.86万 | 减仓 |
| — | SANDOZ GROUP AG SPON ADS | $6.91万 | 0.04% | 764 | 764 | — | $6.91万 | 新建仓 |
| — | VANECK ETF TR VANECK ISRAEL ETF | $6.49万 | 0.03% | 1,000 | -300 | -23.1% | -$1.95万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II S&P500 LOW VOL | $6.37万 | 0.03% | 850 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF SHS | $6.24万 | 0.03% | 1,322 | -3 | -0.2% | -$142 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS INC | $6.24万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $6.23万 | 0.03% | 284 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $6.22万 | 0.03% | 650 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $6.04万 | 0.03% | 682 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $5.81万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP | $5.77万 | 0.03% | 2,352 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GENERAL ELECTRIC CO | $5.70万 | 0.03% | 1,100 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS VANGUARD VALUE ETF | $5.47万 | 0.03% | 251 | 0 | 0.0% | — | 不变 |
| EVTR | MORGAN STANLEY ETF | $5.32万 | 0.03% | 1,050 | -13,454 | -92.8% | -$68.23万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC COM | $5.28万 | 0.03% | 4,891 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $5.18万 | 0.03% | 724 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $5.14万 | 0.03% | 207 | 100 | 93.5% | $2.48万 | 加仓 |
| MRK | MERCK &CO. INC COM | $5.14万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $5.02万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TRUST CORE DIVID GWTH | $4.96万 | 0.03% | 655 | 3 | 0.5% | $227 | 加仓 |
| BAC | BANK AMERICA CORP COM | $4.91万 | 0.03% | 862 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS DATA CTR &DIGIT | $4.86万 | 0.03% | 1,600 | 0 | 0.0% | — | 不变 |
| ALC | ALCON INC | $4.83万 | 0.03% | 720 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES IND AVG | $4.70万 | 0.02% | 90 | 0 | 0.0% | — | 重新持有 |
| ETR | ENTERGY CORP | $4.59万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM | $4.52万 | 0.02% | 280 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $4.51万 | 0.02% | 220 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC | $4.48万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB US LARGE-CAP VALUE ETF | $4.44万 | 0.02% | 1,275 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC CO | $4.39万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $4.34万 | 0.02% | 480 | 0 | 0.0% | — | 不变 |
| DX | DYNEX CAP INC COM | $4.33万 | 0.02% | 3,300 | 0 | 0.0% | — | 不变 |
| HESM | HESS MIDSTREAM LP | $4.32万 | 0.02% | 1,150 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $4.22万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC | $4.16万 | 0.02% | 530 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $4.12万 | 0.02% | 539 | 0 | 0.0% | — | 不变 |