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 |
|---|---|---|---|---|---|---|---|---|
| DVY | ISHARES TR | $1.55万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| IDMO | INVESCO EXCH TRADED FD TR II | $1.53万 | 0.01% | 259 | 259 | — | $1.53万 | 新建仓 |
| IJR | ISHARES TR | $1.51万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| BSTZ | BLACKROCK SCIENCE &TECH TERM TR | $1.50万 | 0.01% | 550 | 16 | 3.0% | $438 | 加仓 |
| PTY | PIMCO CORPORATE &INCOME OPPOR | $1.50万 | 0.01% | 1,228 | 528 | 75.4% | $6,462 | 加仓 |
| PTRB | PGIM ETF TR | $1.50万 | 0.01% | 362 | 0 | 0.0% | — | 不变 |
| PACS | PACS GROUP INC | $1.47万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 | $1.44万 | 0.01% | 10 | 10 | — | $1.44万 | 新建仓 |
| CRH | CRH | $1.41万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $1.39万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA | $1.34万 | 0.01% | 1,000 | -2,500 | -71.4% | -$3.35万 | 减仓 |
| VCYT | VERACYTE INC | $1.32万 | 0.01% | 400 | -800 | -66.7% | -$2.64万 | 减仓 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $1.31万 | 0.01% | 337 | 1 | 0.3% | $39 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1.30万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| NFLT | ETFIS SERIES TRUST I | $1.30万 | 0.01% | 566 | 8 | 1.4% | $184 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1.30万 | 0.01% | 278 | 278 | — | $1.30万 | 新建仓 |
| — | BIOLIFE SOLUTIONS INC | $1.29万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD VI | $1.27万 | 0.01% | 337 | 1 | 0.3% | $38 | 加仓 |
| ESGV | VANGUARD WORLD FD | $1.27万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $1.26万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $1.25万 | 0.01% | 438 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT INC | $1.23万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $1.23万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $1.21万 | 0.01% | 178 | 178 | — | $1.21万 | 新建仓 |
| ECL | ECOLAB INC | $1.16万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $1.14万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $1.13万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| — | BAE SYSTEMS PLC SPONSORED ADR | $1.13万 | 0.01% | 100 | 100 | — | $1.13万 | 新建仓 |
| PR | PERMIAN RESOURCES CORP | $1.12万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| RING | ISHARES TR | $1.12万 | 0.01% | 150 | -800 | -84.2% | -$5.96万 | 减仓 |
| KEY | KEYCORP | $1.12万 | 0.01% | 510 | -995 | -66.1% | -$2.18万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC. | $1.11万 | 0.01% | 300 | 300 | — | $1.11万 | 新建仓 |
| DTE | DTE ENERGY | $1.10万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| AG | FIRST MAJESTIC SILVER CORP | $1.10万 | 0.01% | 575 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1.09万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $1.09万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE AG USD0.01 | $1.07万 | 0.01% | 200 | 200 | — | $1.07万 | 新建仓 |
| — | FEDERAL HOME LOAN MORTGAGE CORP | $1.06万 | 0.01% | 1,500 | 1,500 | — | $1.06万 | 新建仓 |
| ACMR | ACM RESH INC COM CL A | $1.06万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| — | NINTENDO CO LTD | $1.05万 | 0.01% | 868 | 868 | — | $1.05万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD TR | $1.05万 | 0.01% | 265 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB FUNDAMENTAL EM L/C | $1.04万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP | $1.03万 | 0.01% | 50 | 50 | — | $1.03万 | 新建仓 |
| KNTK | KINETIK HOLDINGS INC | $1.01万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERICAS CORP | $9,936 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $9,902 | 0.01% | 480 | 480 | — | $9,902 | 新建仓 |
| USB | US BANCORP | $9,730 | 0.01% | 175 | 175 | — | $9,730 | 新建仓 |
| XIFR | NEXTERA ENERGY PARTNERS LP | $9,729 | 0.01% | 900 | -300 | -25.0% | -$3,243 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $9,720 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| GLP | GLOBAL PARTNERS LP | $9,702 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TR | $9,699 | 0.01% | 187 | 187 | — | $9,699 | 新建仓 |
| BOTZ | GLOBAL X FDS | $9,688 | 0.01% | 250 | 250 | — | $9,688 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $9,633 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $9,545 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TRUST | $9,543 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $9,497 | 0.01% | 215 | 0 | 0.0% | — | 不变 |
| — | ORLA MINING LTD NEW | $9,401 | 0.00% | 700 | 700 | — | $9,401 | 新建仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS FD | $9,268 | 0.00% | 835 | 835 | — | $9,268 | 新建仓 |
| VEA | VANGUARD DEVELOPED MARKETS | $9,243 | 0.00% | 134 | 134 | — | $9,243 | 新建仓 |
| NOW | SERVICENOW INC | $9,201 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $9,192 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SERVICES INC | $9,175 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO | $9,025 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $8,827 | 0.00% | 100 | 100 | — | $8,827 | 新建仓 |
| QDF | FLEXSHARES | $8,614 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MINING INC | $8,565 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FUNDS | $8,305 | 0.00% | 67 | 67 | — | $8,305 | 新建仓 |
| ES | EVERSOURCE ENERGY | $8,130 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $8,122 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $7,899 | 0.00% | 300 | -285 | -48.7% | -$7,504 | 减仓 |
| KRMN | KARMAN HLDGS INC | $7,861 | 0.00% | 125 | -3,925 | -96.9% | -$24.68万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $7,671 | 0.00% | 100 | 100 | — | $7,671 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $7,597 | 0.00% | 147 | -1,000 | -87.2% | -$5.17万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED FD | $7,569 | 0.00% | 150 | -40 | -21.1% | -$2,018 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $7,568 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AGIX | KRANESHARES TRUST ARTIFICIAL INTEL | $7,547 | 0.00% | 181 | 181 | — | $7,547 | 新建仓 |
| PRM | PERIMETER SOLUTIONS INC | $7,545 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| BTO | JOHN HANCOCK FINANCIAL OPPTS FUND | $7,446 | 0.00% | 200 | 200 | — | $7,446 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FUNDS | $7,434 | 0.00% | 73 | 73 | — | $7,434 | 新建仓 |
| PAXS | PIMCO ACCESS INCOME FUND | $7,310 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR | $7,292 | 0.00% | 516 | 13 | 2.6% | $184 | 加仓 |
| SBUX | STARBUCKS CORP | $7,241 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| — | COHEN &STEERS TOTAL RETURN RL | $7,186 | 0.00% | 619 | 619 | — | $7,186 | 新建仓 |
| WY | WEYERHAEUSER CO MTN BE | $7,110 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC COM | $7,026 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| RIGL | RIGEL PHARMACEUTICALS INC | $7,023 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $6,921 | 0.00% | 149 | 149 | — | $6,921 | 新建仓 |
| TOL | TOLL BROTHERS INC | $6,864 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATIONAL BANCORP | $6,825 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $6,744 | 0.00% | 800 | 800 | — | $6,744 | 新建仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $6,705 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP COM CL A | $6,694 | 0.00% | 14 | -157 | -91.8% | -$7.51万 | 减仓 |
| KMI | KINDER MORGAN INC | $6,686 | 0.00% | 207 | 2 | 1.0% | $65 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM USD0.20 | $6,635 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $6,627 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $6,609 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $6,591 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE- TRADED FUND TRUST INVESCO | $6,559 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| TMDX | TRANSMEDICS GROUP INC | $6,550 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELL'S COMPANY | $6,481 | 0.00% | 310 | 10 | 3.3% | $209 | 加仓 |