Mark Sheptoff Financial Planning, LLC 13F 持仓 · 2026年Q2
Mark Sheptoff Financial Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 513 只证券，申报市值合计 1.88 亿美元。前几大持仓：MSFT（9.09%）、NEE（8.17%）、CLS（5.73%）。本季前 25 大持仓中：增持 8 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $17.1M | 9.09% | 45,901 | 增持 |
| 2 | NEE | NEXTERA ENERGY INC COM | $15.4M | 8.17% | 175,341 | 减持 |
| 3 | CLS | CELESTICA INC | $10.8M | 5.73% | 29,580 | 减持 |
| 4 | AAPL | APPLE INC | $8.9M | 4.73% | 30,816 | 减持 |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC CL A | $8.6M | 4.55% | 73,424 | 增持 |
| 6 | JNJ | JOHNSON &JOHNSON COM | $8.3M | 4.39% | 32,538 | 减持 |
| 7 | RTX | RTX CORPORATION COM USD1.00 | $7.6M | 4.01% | 39,816 | 减持 |
| 8 | ABBV | ABBVIE INC | $5.2M | 2.78% | 20,810 | 减持 |
| 9 | PEP | PEPSICO INC | $4.9M | 2.60% | 36,222 | 减持 |
| 10 | VEEV | VEEVA SYSTEMS INC | $4.8M | 2.56% | 27,147 | 减持 |
| 11 | VRTX | VERTEX PHARMACEUTICALS INC | $4.6M | 2.45% | 9,295 | 减持 |
| 12 | TSLA | TESLA INC COM | $4.0M | 2.11% | 9,469 | 增持 |
| 13 | RSP | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT | $3.8M | 2.00% | 17,689 | 增持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC | $3.4M | 1.81% | 6,816 | 持平 |
| 15 | CIBR | FIRST TR EXCHANGE TRADED FD II | $2.9M | 1.56% | 32,789 | 减持 |
| 16 | GD | GENERAL DYNAMICS CORP COM | $2.9M | 1.54% | 8,216 | 持平 |
| 17 | V | VISA INC | $2.7M | 1.44% | 7,903 | 减持 |
| 18 | NVDA | NVIDIA CORPORATION COM | $2.6M | 1.39% | 13,130 | 增持 |
| 19 | BAI | BLACKROCK ETF TRUST | $2.5M | 1.32% | 47,339 | 增持 |
| 20 | KO | COCA-COLA CO | $2.2M | 1.15% | 26,638 | 持平 |
| 21 | VYM | VANGUARD WHITEHALL FDS HIGH DIV YLD | $2.2M | 1.14% | 13,641 | 减持 |
| 22 | IHAK | ISHARES TR CYBERSECURITY | $1.9M | 1.02% | 31,692 | 增持 |
| 23 | AMZN | AMAZON.COM INC | $1.8M | 0.95% | 7,529 | 增持 |
| 24 | ABT | ABBOTT LABORATORIES | $1.6M | 0.86% | 17,872 | 持平 |
| 25 | COST | COSTCO WHOLESALE CORP COM | $1.5M | 0.81% | 1,624 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR