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 |
|---|---|---|---|---|---|---|---|---|
| SPXL | DIREXION SHARES ETF TR | $4.06万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WORKS INC COM | $4.06万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| UMAC | UNUSUAL MACHS INC COM SHS | $4.01万 | 0.02% | 1,800 | 500 | 38.5% | $1.11万 | 加仓 |
| AGX | ARGAN INC | $3.99万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP COM | $3.94万 | 0.02% | 100 | 100 | — | $3.94万 | 新建仓 |
| WMB | WILLIAMS COS INC | $3.90万 | 0.02% | 525 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $3.90万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD | $3.87万 | 0.02% | 1,152 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $3.86万 | 0.02% | 46 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $3.82万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY TOTAL BOND ETF | $3.79万 | 0.02% | 834 | 1 | 0.1% | $46 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $3.75万 | 0.02% | 52 | 0 | 0.0% | — | 不变 |
| INFL | LISTED FD TR HORIZON KINETICS | $3.73万 | 0.02% | 747 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $3.70万 | 0.02% | 99 | 0 | 0.0% | — | 不变 |
| DRAM | ROUNDHILL ETF TRUST MEMORY ETF | $3.69万 | 0.02% | 500 | 500 | — | $3.69万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $3.69万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $3.68万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR ACTIVE BD ETF | $3.50万 | 0.02% | 380 | 1 | 0.3% | $92 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $3.48万 | 0.02% | 250 | -100 | -28.6% | -$1.39万 | 减仓 |
| XYL | XYLEM INC | $3.40万 | 0.02% | 288 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $3.37万 | 0.02% | 437 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $3.32万 | 0.02% | 40 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINANCIAL INC | $3.24万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| UPRO | PROSHARES | $3.22万 | 0.02% | 227 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR MSCI USA MIN VOL | $3.22万 | 0.02% | 334 | 0 | 0.0% | — | 不变 |
| CSTM | CONSTELLIUM SE (FRANCE) | $3.19万 | 0.02% | 1,000 | 1,000 | — | $3.19万 | 新建仓 |
| IWP | ISHARES TR RUS MD CP GR ETF | $3.18万 | 0.02% | 217 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR S&P SMALL CAP 600 GROWTH ETF | $3.16万 | 0.02% | 177 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC | $3.14万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS EA REP | $3.10万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $3.05万 | 0.02% | 126 | 0 | 0.0% | — | 不变 |
| VECO | VEECO INSTRUMENTS INC | $3.03万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $3.01万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $3.00万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $2.97万 | 0.02% | 479 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $2.96万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $2.93万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $2.82万 | 0.01% | 888 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $2.79万 | 0.01% | 391 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC COM CL A | $2.76万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP COM | $2.75万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDUSTRIES COM | $2.73万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $2.71万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTERNATIONAL INC COM NPV | $2.68万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX FDS | $2.66万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST RARE EARTH AND S | $2.65万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE TRADED FD | $2.65万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| JBND | JP MORGAN ETF TRUST ACTIVE BOND ETF | $2.59万 | 0.01% | 485 | 2 | 0.4% | $107 | 加仓 |
| GEV | GE VERNOVA INC COM | $2.58万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| TBUX | T ROWE PRICE ETF INC ULTRA SHRT TRM | $2.54万 | 0.01% | 510 | 510 | — | $2.54万 | 新建仓 |
| VTRS | VIATRIS INC COM | $2.54万 | 0.01% | 1,598 | 0 | 0.0% | — | 不变 |
| ACMR | ACM RESH INC | $2.54万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $2.53万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| MSB | MESABI TRUST CTF BEN INT | $2.53万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $2.53万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| REVS | COLUMBIA ETF TR I RESH ENHNC VLU | $2.52万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.51万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| CRUX | COLUMBIA ETF TR I CORE BOND ETF | $2.50万 | 0.01% | 835 | 835 | — | $2.50万 | 新建仓 |
| PULS | PGIM ETF TR PGIM ULTRA SH BD | $2.50万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYSTEMS INC | $2.45万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| NML | NEUBERGER ENERGY INFRASTRUCTURE AND INC FD | $2.43万 | 0.01% | 2,400 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM USD0.125 | $2.42万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. CL A | $2.41万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $2.37万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| VCYT | VERACYTE INC | $2.35万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR SPDR GLD MINIS | $2.34万 | 0.01% | 294 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $2.34万 | 0.01% | 1,400 | 1,100 | 366.7% | $1.84万 | 加仓 |
| EVRG | EVERGY INC COM | $2.33万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TRUST | $2.29万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR MORNINGSTAR DIVID LEA SHS | $2.29万 | 0.01% | 470 | 120 | 34.3% | $5,839 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P | $2.28万 | 0.01% | 620 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC COM | $2.27万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $2.26万 | 0.01% | 825 | -3,300 | -80.0% | -$9.05万 | 减仓 |
| IHI | ISHARES TR U.S. MED DVC ETF | $2.22万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR GOLD | $2.21万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR ALERIAN MLP | $2.20万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC | $2.20万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $2.19万 | 0.01% | 284 | 0 | 0.0% | — | 不变 |
| ISPY | PROSHARES TR | $2.16万 | 0.01% | 448 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $2.15万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF USD | $2.15万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORPORATION PLC | $2.13万 | 0.01% | 50 | 50 | — | $2.13万 | 新建仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $2.09万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| CARE | CARTER BANKSHARES INC | $2.04万 | 0.01% | 600 | 600 | — | $2.04万 | 新建仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS FD COM | $2.03万 | 0.01% | 1,835 | 1,000 | 119.8% | $1.11万 | 加仓 |
| TEL | TE CONNECTIVITY PLC COM | $2.02万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM | $2.01万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| — | FEDERAL NATIONAL MORTGAGE ASSOCIATION | $1.99万 | 0.01% | 3,050 | -700 | -18.7% | -$4,557 | 减仓 |
| PAYX | PAYCHEX INC COM | $1.97万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP INDEX FUND | $1.93万 | 0.01% | 56 | 0 | 0.0% | — | 重新持有 |
| PACS | PACS GROUP INC COM SHS | $1.92万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $1.89万 | 0.01% | 466 | 129 | 38.3% | $5,235 | 加仓 |
| AGNC | AGNC INVT CORP | $1.89万 | 0.01% | 1,730 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $1.88万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS | $1.87万 | 0.01% | 250 | 250 | — | $1.87万 | 新建仓 |
| AMGN | AMGEN INC | $1.81万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $1.79万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GROUP INC | $1.79万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $1.76万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| — | BIOLIFE SOLUTIONS INC | $1.69万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |