New England Professional Planning Group Inc.
Westerly RI · SEC CIK 0001540867
$2.39亿2026Q1 申报市值
49持仓数
93.3%前十大占比 · 第一大 34.9%
1 / 1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
IVV 加仓+$124.31万
IJH 加仓+$90.97万
JIRE 加仓+$89.76万
IJR 加仓+$35.12万
GEV 新建仓+$20.08万
2026Q1 卖出最多 按季末市值估算
IXUS 减仓-$30.45万
EXXON MOBIL CORP 减仓-$22.02万
JNJ 清仓-$20.20万
PFE 减仓-$11.47万
WMT 减仓-$8.21万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -976 | -100.0% | -$20.20万 | 清仓 |
| — | LIFEVANTAGE CORP | $5.01万 | 0.02% | 11,595 | 98 | 0.9% | $423 | 加仓 |
| GEV | GE VERNOVA INC | $20.08万 | 0.08% | 230 | 230 | — | $20.08万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $21.00万 | 0.09% | 1,211 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.11万 | 0.09% | 871 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $21.57万 | 0.09% | 694 | -100 | -12.6% | -$3.11万 | 减仓 |
| WMT | WALMART INC | $21.76万 | 0.09% | 1,751 | -661 | -27.4% | -$8.21万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $22.33万 | 0.09% | 7,415 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $22.74万 | 0.10% | 394 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $22.78万 | 0.10% | 1,778 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $23.32万 | 0.10% | 743 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $24.17万 | 0.10% | 678 | 0 | 0.0% | — | 不变 |
| OR | OR ROYALTIES INC. | $24.62万 | 0.10% | 6,474 | 6 | 0.1% | $228 | 加仓 |
| GE | GE AEROSPACE | $26.31万 | 0.11% | 927 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $26.67万 | 0.11% | 3,025 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $26.90万 | 0.11% | 500 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $27.19万 | 0.11% | 1,250 | -22 | -1.7% | -$4,785 | 减仓 |
| BN | BROOKFIELD CORP | $27.32万 | 0.11% | 6,750 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $28.58万 | 0.12% | 877 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $33.40万 | 0.14% | 593 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $37.39万 | 0.16% | 1,926 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $40.62万 | 0.17% | 2,106 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $41.04万 | 0.17% | 631 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $41.82万 | 0.17% | 2,824 | 0 | 0.0% | — | 不变 |
| SPHB | INVESCO EXCH TRADED FD TR II | $41.87万 | 0.17% | 3,611 | 7 | 0.2% | $812 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $41.98万 | 0.18% | 1,427 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $42.91万 | 0.18% | 8,801 | -338 | -3.7% | -$1.65万 | 减仓 |
| ADI | ANALOG DEVICES INC | $45.56万 | 0.19% | 1,432 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $46.13万 | 0.19% | 5,945 | -400 | -6.3% | -$3.10万 | 减仓 |
| AVGO | BROADCOM INC | $48.16万 | 0.20% | 1,556 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.33万 | 0.22% | 1,092 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $55.07万 | 0.23% | 19,611 | -4,086 | -17.2% | -$11.47万 | 减仓 |
| ACWX | ISHARES TR | $59.96万 | 0.25% | 8,757 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $60.50万 | 0.25% | 3,469 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $64.39万 | 0.27% | 1,510 | 93 | 6.6% | $3.97万 | 加仓 |
| QUAL | ISHARES TR | $77.50万 | 0.32% | 4,040 | 5 | 0.1% | $959 | 加仓 |
| IWR | ISHARES TR | $78.28万 | 0.33% | 8,052 | -49 | -0.6% | -$4,764 | 减仓 |
| IWM | ISHARES TR | $83.44万 | 0.35% | 3,365 | -10 | -0.3% | -$2,480 | 减仓 |
| VTI | VANGUARD INDEX FDS | $89.96万 | 0.38% | 2,804 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $99.86万 | 0.42% | 4,116 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $104.76万 | 0.44% | 7,574 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $121.11万 | 0.51% | 17,774 | 161 | 0.9% | $1.10万 | 加仓 |
| AAPL | APPLE INC | $123.33万 | 0.52% | 4,859 | 28 | 0.6% | $7,107 | 加仓 |
| — | EXXON MOBIL CORP | $144.11万 | 0.60% | 8,494 | -1,298 | -13.3% | -$22.02万 | 减仓 |
| IXUS | ISHARES TR | $191.40万 | 0.80% | 22,091 | -3,515 | -13.7% | -$30.45万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $678.11万 | 2.83% | 46,834 | 145 | 0.3% | $2.10万 | 加仓 |
| IJR | ISHARES TR | $2,204.42万 | 9.21% | 177,333 | 2,825 | 1.6% | $35.12万 | 加仓 |
| IJH | ISHARES TR | $4,526.33万 | 18.92% | 670,269 | 13,471 | 2.1% | $90.97万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $5,890.47万 | 24.62% | 777,722 | 11,851 | 1.5% | $89.76万 | 加仓 |
| IVV | ISHARES TR | $8,346.80万 | 34.89% | 127,781 | 1,903 | 1.5% | $124.31万 | 加仓 |