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 |
|---|---|---|---|---|---|---|---|---|
| PAXS | PIMCO ACCESS INCOME FUND SHS BENFIN INT | $7,275 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE INC | $7,249 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR CYBERSECURITY FD | $7,244 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $7,220 | 0.00% | 522 | 6 | 1.2% | $83 | 加仓 |
| APP | APPLOVIN CORP | $7,213 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $7,186 | 0.00% | 100 | -280 | -73.7% | -$2.01万 | 减仓 |
| PRFZ | INVESCO EXCHANGE-TRADED FD TR INVESCO | $7,139 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM USD0.20 | $7,103 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM USD0.001 | $7,051 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| — | COHEN &STEERS TOTAL RETURN RL | $7,012 | 0.00% | 619 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PROPERTY GROUP INC | $6,933 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERICAS CORP | $6,930 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION N A | $6,919 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELL'S COMPANY COM | $6,903 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| AUPH | AURINIA PHARMACEUTICALS INC | $6,788 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| GHY | PGIM GLOBAL HIGH YIELD FD FORM COM | $6,694 | 0.00% | 553 | 9 | 1.7% | $109 | 加仓 |
| KMI | KINDER MORGAN INC COM | $6,679 | 0.00% | 209 | 2 | 1.0% | $64 | 加仓 |
| CC | CHEMOURS CO | $6,628 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II S&P GBL WATER | $6,573 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | FUNDRISE INNOVATION FD LLC | $6,482 | 0.00% | 75 | 75 | — | $6,482 | 新建仓 |
| — | DBX ETF TR XTRA ART INT ETF | $6,426 | 0.00% | 112 | 98 | 700.0% | $5,623 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $6,420 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC COM | $6,188 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CIM | CHIMERA INVT CORP | $6,150 | 0.00% | 461 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $6,096 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CW | CURTISS-WRIGHT CORP | $6,062 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $6,032 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVERWRITE FUND | $6,028 | 0.00% | 200 | 200 | — | $6,028 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S.A. | $5,969 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III VISTASHARES TRGT | $5,966 | 0.00% | 324 | 5 | 1.6% | $92 | 加仓 |
| SCHG | SCHWAB US LARGE-CAP GROWTH ETF | $5,956 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS NASDAQ 100 COVER | $5,931 | 0.00% | 322 | 7 | 2.2% | $129 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TRUST | $5,931 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID &INCOME TR COM | $5,880 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $5,864 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| UTF | COHEN &STEERS INFRASTRUCTRE FD INC | $5,757 | 0.00% | 209 | 3 | 1.5% | $83 | 加仓 |
| PTA | COHEN &STEERS TAX ADVAN PFD S | $5,754 | 0.00% | 300 | 300 | — | $5,754 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $5,740 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| BATRA | ATLANTA BRAVES HLDGS INC | $5,631 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $5,559 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC COM | $5,518 | 0.00% | 104 | 104 | — | $5,518 | 新建仓 |
| TROW | PRICE T ROWE GROUPS COM USD0.20 | $5,457 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| MISL | FIRST TR EXCHANGE TRADED FD | $5,309 | 0.00% | 116 | 116 | — | $5,309 | 新建仓 |
| VNT | VONTIER CORPORATION COM | $5,220 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CORE PLUS IMPACT FUND COM BEN INT | $5,065 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY MSCI COMMUNICATION SERV | $5,003 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | HON HAI PRECISION INDUSTRY | $4,830 | 0.00% | 300 | 300 | — | $4,830 | 新建仓 |
| NB | NIOCORP DEVELOPMENTS LTD | $4,820 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI COM | $4,785 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS ARTIFICIAL ETF | $4,779 | 0.00% | 73 | 61 | 508.3% | $3,993 | 加仓 |
| NI | NISOURCE INC COM | $4,755 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC COM NEW | $4,710 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $4,672 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| QUS | SPDR SERIES TRUST I | $4,672 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | TWO HARBORS INVENTMENT CORPOR COM | $4,654 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS GLOBAL X COPPER | $4,618 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| BMEZ | BLACKROCK HEALTH SCIENCES TERM TRST | $4,605 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TMDX | TRANSMEDICS GROUP INC COM | $4,583 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $4,543 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS CO INC | $4,430 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $4,268 | 0.00% | 100 | 100 | — | $4,268 | 新建仓 |
| S | SENTINELONE INC CL A | $4,243 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| WIW | WESTERN AST INFL | $4,200 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $4,172 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON &CO | $4,086 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR BROAD USD HIGH | $4,035 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| ARTV | ARTIVA BIOTHERAPEUTICS INC | $3,880 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $3,860 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $3,846 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP COM | $3,780 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $3,778 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $3,670 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $3,575 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 | $3,361 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC COM | $3,316 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SIEGY | SIEMENS | $3,218 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING CO | $3,086 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORPORATION | $3,076 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $3,010 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC COM | $2,999 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX FDS | $2,985 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $2,857 | 0.00% | 100 | 100 | — | $2,857 | 新建仓 |
| EFC | ELLINGTON FINANCIAL INC COM | $2,722 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | TIDAL TR II YIELDMAX GOOGL | $2,654 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC COM | $2,342 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| BKGI | BNY MELLON ETF TRUST | $2,249 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTERNATIONAL INC | $2,132 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TJX | TJX COMPANIES INC | $1,970 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $1,865 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $1,726 | 0.00% | 4 | 4 | — | $1,726 | 新建仓 |
| — | CANOPY GROWTH CORPORATION | $1,425 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG POWER INC | $1,382 | 0.00% | 510 | 0 | 0.0% | — | 不变 |
| IPSC | CENTURY THERAPEUTICS INC | $1,225 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $1,125 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $1,093 | 0.00% | 9 | 9 | — | $1,093 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COM | $960 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FATE | FATE THERAPEUTICS INC COM | $810 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC COM | $700 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ALEC | ALECTOR INC | $603 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | NLI HOLDINGS, INC. COM | $595 | 0.00% | 100 | 0 | 0.0% | — | 不变 |