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 |
|---|---|---|---|---|---|---|---|---|
| — | ENDAVA PLC SPON ADS | $566 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NKTX | NKARTA INC COM | $566 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES COM | $501 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| KOPN | KOPIN CORP | $448 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM USD0.10 | $358 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DNOW | DNOW INC COM | $324 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | PINETREE CAPITAL LTD COM NPV | $318 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC COM | $204 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC COM | $199 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EVH | EVOLENT HEALTH INC CL A | $136 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC COM NEW | $67 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC | $22 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP COM | $16 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MEDICAL INC | $0 | 0.00% | 0 | -1,675 | -100.0% | -$15.08万 | 清仓 |
| IA | INNOVATIVE SOLUTIONS AND SUPPORT INC | $0 | 0.00% | 0 | -6,200 | -100.0% | -$12.83万 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -5,400 | -100.0% | -$11.30万 | 清仓 |
| BILS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -980 | -100.0% | -$9.72万 | 清仓 |
| — | DILLARD S CAPITAL TRUST I 7.50000 08/01/2038 | $0 | 0.00% | 0 | -2,400 | -100.0% | -$6.25万 | 清仓 |
| VG | VENTURE GLOBAL INC | $0 | 0.00% | 0 | -4,700 | -100.0% | -$6.12万 | 清仓 |
| DEC | DIVERSIFIED ENERGY CO | $0 | 0.00% | 0 | -3,000 | -100.0% | -$4.91万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -600 | -100.0% | -$3.57万 | 清仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRUST | $0 | 0.00% | 0 | -378 | -100.0% | -$2.76万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -544 | -100.0% | -$2.61万 | 清仓 |
| TTMI | TTM TECHNOLOGIES INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1.60万 | 清仓 |
| PTY | PIMCO CORPORATE &INCOME OPPOR | $0 | 0.00% | 0 | -1,228 | -100.0% | -$1.50万 | 清仓 |
| PTRB | PGIM ETF TR | $0 | 0.00% | 0 | -362 | -100.0% | -$1.50万 | 清仓 |
| ASML | ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 | $0 | 0.00% | 0 | -10 | -100.0% | -$1.44万 | 清仓 |
| NFLT | ETFIS SERIES TRUST I | $0 | 0.00% | 0 | -566 | -100.0% | -$1.30万 | 清仓 |
| BCS | BARCLAYS PLC | $0 | 0.00% | 0 | -500 | -100.0% | -$1.14万 | 清仓 |
| GFL | GFL ENVIRONMENTAL INC. | $0 | 0.00% | 0 | -300 | -100.0% | -$1.11万 | 清仓 |
| XIFR | NEXTERA ENERGY PARTNERS LP | $0 | 0.00% | 0 | -900 | -100.0% | -$9,729 | 清仓 |
| — | ORLA MINING LTD NEW | $0 | 0.00% | 0 | -700 | -100.0% | -$9,401 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -100 | -100.0% | -$8,827 | 清仓 |
| PYLD | PIMCO ETF TR | $0 | 0.00% | 0 | -300 | -100.0% | -$7,899 | 清仓 |
| KRMN | KARMAN HLDGS INC | $0 | 0.00% | 0 | -125 | -100.0% | -$7,861 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -147 | -100.0% | -$7,597 | 清仓 |
| PRM | PERIMETER SOLUTIONS INC | $0 | 0.00% | 0 | -250 | -100.0% | -$7,545 | 清仓 |
| WY | WEYERHAEUSER CO MTN BE | $0 | 0.00% | 0 | -300 | -100.0% | -$7,110 | 清仓 |
| RIGL | RIGEL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -250 | -100.0% | -$7,023 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED FD | $0 | 0.00% | 0 | -106 | -100.0% | -$6,247 | 清仓 |
| NXT | NEXTPOWER INC. CLASS A COM | $0 | 0.00% | 0 | -43 | -100.0% | -$5,304 | 清仓 |
| — | PERMA-PIPE INTL HLDGS INC | $0 | 0.00% | 0 | -150 | -100.0% | -$5,043 | 清仓 |
| SLV | ISHARES TR | $0 | 0.00% | 0 | -65 | -100.0% | -$4,284 | 清仓 |
| — | SWARMER INC | $0 | 0.00% | 0 | -100 | -100.0% | -$2,998 | 清仓 |
| — | CURALEAF HOLDINGS INC | $0 | 0.00% | 0 | -800 | -100.0% | -$2,779 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$2,577 | 清仓 |
| — | CYBERLUX CORP | $0 | 0.00% | 0 | -540,000 | -100.0% | -$1,080 | 清仓 |
| — | FERNHILL CORP | $0 | 0.00% | 0 | -125,000 | -100.0% | -$338 | 清仓 |
| OGN | ORGANON &CO | $0 | 0.00% | 0 | -12 | -100.0% | -$160 | 清仓 |
| — | ILUSTRATO PICTURES INTERNATIONAL INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$15 | 清仓 |
| — | CEL-SCI CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$2 | 清仓 |
| — | MEDICAL MARIJUANA INC | $0 | 0.00% | 0 | -1,000 | -100.0% | — | 清仓 |