New England Professional Planning Group Inc.
Westerly RI · SEC CIK 0001540867
$2.68亿2026Q2 申报市值
50持仓数
93.2%前十大占比 · 第一大 35.5%
3 / 2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
SMH 新建仓+$31.75万
QCOM 新建仓+$21.53万
VGT 新建仓+$20.75万
QQQ 加仓+$15.98万
IWP 加仓+$9.25万
2026Q2 卖出最多 按季末市值估算
JIRE 减仓-$130.44万
IVV 减仓-$69.35万
WMT 清仓-$21.76万
MCD 清仓-$21.57万
VYM 减仓-$15.09万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,751 | -100.0% | -$21.76万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -694 | -100.0% | -$21.57万 | 清仓 |
| — | LIFEVANTAGE CORP | $7.27万 | 0.03% | 11,658 | 63 | 0.5% | $393 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $20.18万 | 0.08% | 1,211 | 0 | 0.0% | — | 不变 |
| OR | OR ROYALTIES INC. | $20.50万 | 0.08% | 6,482 | 8 | 0.1% | $253 | 加仓 |
| VGT | VANGUARD WORLD FD | $20.75万 | 0.08% | 1,736 | 1,736 | — | $20.75万 | 新建仓 |
| TTEK | TETRA TECH INC NEW | $21.42万 | 0.08% | 7,415 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $21.53万 | 0.08% | 1,165 | 1,165 | — | $21.53万 | 新建仓 |
| IAU | ISHARES GOLD TR | $22.84万 | 0.09% | 3,025 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.90万 | 0.09% | 850 | -21 | -2.4% | -$5,905 | 减仓 |
| GE | GE AEROSPACE | $24.48万 | 0.09% | 655 | -272 | -29.3% | -$10.17万 | 减仓 |
| GEV | GE VERNOVA INC | $24.67万 | 0.09% | 210 | -20 | -8.7% | -$2.35万 | 减仓 |
| IWB | ISHARES TR | $27.76万 | 0.10% | 678 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $28.75万 | 0.11% | 6,750 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $29.27万 | 0.11% | 743 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $29.54万 | 0.11% | 1,869 | -955 | -33.8% | -$15.09万 | 减仓 |
| CB | CHUBB LIMITED | $29.88万 | 0.11% | 877 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $31.45万 | 0.12% | 1,250 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $31.72万 | 0.12% | 500 | -93 | -15.7% | -$5.90万 | 减仓 |
| SMH | VANECK ETF TRUST | $31.75万 | 0.12% | 484 | 484 | — | $31.75万 | 新建仓 |
| IWP | ISHARES TR | $35.28万 | 0.13% | 2,410 | 632 | 35.5% | $9.25万 | 加仓 |
| CMI | CUMMINS INC | $35.66万 | 0.13% | 500 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $39.96万 | 0.15% | 2,106 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $43.89万 | 0.16% | 1,341 | -86 | -6.0% | -$2.82万 | 减仓 |
| BAC | BANK OF AMER CORP | $44.54万 | 0.17% | 7,816 | -985 | -11.2% | -$5.61万 | 减仓 |
| QQQ | INVESCO QQQ TR | $44.99万 | 0.17% | 611 | 217 | 55.1% | $15.98万 | 加仓 |
| PFE | PFIZER INC | $46.15万 | 0.17% | 19,167 | -444 | -2.3% | -$1.07万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $47.12万 | 0.18% | 631 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $49.30万 | 0.18% | 1,654 | -272 | -14.1% | -$8.11万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $54.64万 | 0.20% | 1,092 | 0 | 0.0% | — | 不变 |
| SPHB | INVESCO EXCH TRADED FD TR II | $56.25万 | 0.21% | 3,615 | 4 | 0.1% | $622 | 加仓 |
| ADI | ANALOG DEVICES INC | $56.87万 | 0.21% | 1,432 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $58.78万 | 0.22% | 1,556 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $66.01万 | 0.25% | 3,299 | -170 | -4.9% | -$3.40万 | 减仓 |
| ACWX | ISHARES TR | $66.99万 | 0.25% | 8,801 | 44 | 0.5% | $3,349 | 加仓 |
| CSCO | CISCO SYS INC | $69.83万 | 0.26% | 5,945 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $71.03万 | 0.27% | 5,720 | -320 | -5.3% | -$3.97万 | 减仓 |
| QUAL | ISHARES TR | $88.76万 | 0.33% | 4,045 | 5 | 0.1% | $1,097 | 加仓 |
| IWR | ISHARES TR | $88.89万 | 0.33% | 8,058 | 6 | 0.1% | $662 | 加仓 |
| SLV | ISHARES SILVER TR | $95.04万 | 0.35% | 17,774 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $101.13万 | 0.38% | 3,366 | 1 | 0.0% | $300 | 加仓 |
| — | EXXON MOBIL CORP | $102.80万 | 0.38% | 7,519 | -975 | -11.5% | -$13.33万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $103.76万 | 0.39% | 2,804 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $110.08万 | 0.41% | 4,047 | -69 | -1.7% | -$1.88万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $118.87万 | 0.44% | 7,574 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $140.62万 | 0.52% | 4,860 | 1 | 0.0% | $289 | 加仓 |
| IXUS | ISHARES TR | $216.86万 | 0.81% | 22,723 | 632 | 2.9% | $6.03万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $714.52万 | 2.67% | 46,999 | 165 | 0.4% | $2.51万 | 加仓 |
| IJR | ISHARES TR | $2,632.35万 | 9.82% | 177,489 | 156 | 0.1% | $2.31万 | 加仓 |
| IJH | ISHARES TR | $5,159.59万 | 19.26% | 669,121 | -1,148 | -0.2% | -$8.85万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $6,284.99万 | 23.46% | 761,909 | -15,813 | -2.0% | -$130.44万 | 减仓 |
| IVV | ISHARES TR | $9,500.06万 | 35.46% | 126,855 | -926 | -0.7% | -$69.35万 | 减仓 |