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 |
|---|---|---|---|---|---|---|---|---|
| — | GDL FD COM SH BEN IT | $1.69万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| BSTZ | BLACKROCK SCIENCE &TECH TERM TR | $1.67万 | 0.01% | 556 | 6 | 1.1% | $180 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1.64万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CLASS B COM NPV | $1.64万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $1.63万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TRUST | $1.63万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL-CAP E | $1.62万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB FUNDAMENTAL | $1.61万 | 0.01% | 518 | 0 | 0.0% | — | 不变 |
| IDMO | INVESCO EXCH TRADED FD TR II S&P INTL MOMNT | $1.57万 | 0.01% | 261 | 2 | 0.8% | $121 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $1.57万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $1.56万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| HYLN | HYLIION HOLDINGS CORP COM | $1.56万 | 0.01% | 3,000 | 3,000 | — | $1.56万 | 新建仓 |
| IRM | IRON MTN INC DEL | $1.55万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR PFD AND INCM SEC | $1.52万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $1.49万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC COM | $1.48万 | 0.01% | 559 | 0 | 0.0% | — | 不变 |
| FRDM | EA SERIES TRUST FREEDOM 100 EM | $1.46万 | 0.01% | 200 | 200 | — | $1.46万 | 新建仓 |
| JCPB | J P MORGAN EXCHANGE TRADED FD CORE PLUS BD ETF | $1.41万 | 0.01% | 300 | -18,700 | -98.4% | -$87.78万 | 减仓 |
| EXC | EXELON CORP | $1.40万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| LOCO | EL POLLO LOCO HOLDINGS INC | $1.36万 | 0.01% | 800 | 800 | — | $1.36万 | 新建仓 |
| DXCM | DEXCOM INC | $1.35万 | 0.01% | 200 | -225 | -52.9% | -$1.52万 | 减仓 |
| IDGT | ISHARES TR US DIGITAL INFRA | $1.33万 | 0.01% | 111 | 111 | — | $1.33万 | 新建仓 |
| NOK | NOKIA OYJ ADR EACH REPR 1 ORD NPV | $1.33万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD ESG US STK ETF | $1.32万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF | $1.30万 | 0.01% | 278 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $1.29万 | 0.01% | 438 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM USD0.001 | $1.26万 | 0.01% | 100 | -5,402 | -98.2% | -$68.25万 | 减仓 |
| ECL | ECOLAB INC | $1.25万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $1.25万 | 0.01% | 160 | 75 | 88.2% | $5,866 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC | $1.23万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $1.23万 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| NASA | TEMA ETF TRUST SPACE INNOV ETF | $1.22万 | 0.01% | 400 | 400 | — | $1.22万 | 新建仓 |
| FTXL | FIRST TR EXCHANGE-TRADED FD VI | $1.20万 | 0.01% | 42 | 42 | — | $1.20万 | 新建仓 |
| LQDA | LIQUIDIA CORPORATION COM NEW | $1.20万 | 0.01% | 150 | 150 | — | $1.20万 | 新建仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $1.19万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP COM | $1.19万 | 0.01% | 515 | 5 | 1.0% | $115 | 加仓 |
| DTE | DTE ENERGY CO | $1.17万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO COM | $1.16万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $1.15万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD VI | $1.13万 | 0.01% | 338 | 1 | 0.3% | $33 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM | $1.13万 | 0.01% | 200 | 200 | — | $1.13万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1.13万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $1.10万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP COM | $1.10万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $1.08万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $1.08万 | 0.01% | 66 | -83 | -55.7% | -$1.36万 | 减仓 |
| AMRZ | AMRIZE AG | $1.07万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $1.06万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| KN | KNOWLES CORP | $1.04万 | 0.01% | 250 | 250 | — | $1.04万 | 新建仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX | $1.03万 | 0.01% | 133 | 100 | 303.0% | $7,725 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD TR S&P500 EQL MAT | $1.02万 | 0.01% | 265 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB FUNDAMENTAL EM L/C | $1.01万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD INF TECH ETF | $9,959 | 0.01% | 83 | -581 | -87.5% | -$6.97万 | 减仓 |
| SUSL | ISHARES TR ESG MSCI LEADR | $9,957 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM USD0.001 | $9,928 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| — | BAE SYSTEMS PLC SPONSORED ADR | $9,795 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II SR LN ETF | $9,777 | 0.01% | 480 | 0 | 0.0% | — | 不变 |
| AG | FIRST MAJESTIC SILVER CORP | $9,767 | 0.01% | 576 | 1 | 0.2% | $17 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $9,761 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| RING | ISHARES INC MSCI GBL GOLD MN | $9,690 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| KNTK | KINETIK HOLDINGS INC | $9,668 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TRUST CORE MSCI EAFE ETF | $9,658 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SERVICES INC | $9,589 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD DEVELOPED MARKETS INDEX FUND | $9,548 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET ETF | $9,528 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS RBTCS ARTFL INTE | $9,485 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TRUST | $9,466 | 0.01% | 215 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC CL A | $9,440 | 0.01% | 250 | -8,525 | -97.2% | -$32.19万 | 减仓 |
| GLP | GLOBAL PARTNERS LP COM COMS | $9,318 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $9,205 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SHBI | SHORE BANCSHARES INC COM | $9,180 | 0.00% | 400 | 400 | — | $9,180 | 新建仓 |
| — | NINTENDO CO LTD | $9,097 | 0.00% | 868 | 0 | 0.0% | — | 不变 |
| QDF | FLEXSHARES QUALITY DIVIDEND INDEX FUND | $8,992 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | FEDERAL HOME LOAN MORTGAGE CORP | $8,970 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $8,852 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC COM USD1.00 | $8,760 | 0.00% | 500 | 500 | — | $8,760 | 新建仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $8,655 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $8,623 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TR VANECK OIL REFINERS ETF | $8,603 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $8,563 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $8,528 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| AGIX | KRANESHARES TRUST | $8,504 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP | $8,394 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC COM | $8,369 | 0.00% | 81 | 41 | 102.5% | $4,236 | 加仓 |
| TOL | TOLL BROTHERS INC | $8,238 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC COM | $8,232 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MINING INC | $8,160 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC | $8,046 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BTO | JOHN HANCOCK FINANCIAL OPPTS FUND COM SHS OF BEN INT NPV | $7,884 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD &INCOME OPPORTCOM COM | $7,880 | 0.00% | 1,000 | 1,000 | — | $7,880 | 新建仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $7,866 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $7,761 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $7,631 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO COM | $7,620 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR MSCI USA VALUE | $7,593 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED FD ULTRA SHRT INC | $7,586 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $7,497 | 0.00% | 130 | -200 | -60.6% | -$1.15万 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE, INC. COM | $7,497 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY | $7,425 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATIONAL BANCORP COM NPV | $7,325 | 0.00% | 500 | 0 | 0.0% | — | 不变 |