Retirement Planning Co of New England, Inc.
Warwick RI · SEC CIK 0001817693
$2.46亿2026Q1 申报市值
248持仓数
23.8%前十大占比 · 第一大 3.7%
10 / 5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
FISV 加仓+$38.71万
META 加仓+$31.87万
RYN 新建仓+$31.81万
AAPL 加仓+$30.86万
OKE 新建仓+$26.36万
2026Q1 卖出最多 按季末市值估算
UNH 减仓-$85.49万
SOXL 清仓-$42.66万
BA 减仓-$41.56万
LRN 清仓-$33.31万
BABA 减仓-$31.49万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SOXL | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -10,150 | -100.0% | -$42.66万 | 清仓 |
| LRN | STRIDE INC | $0 | 0.00% | 0 | -5,130 | -100.0% | -$33.31万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -3,834 | -100.0% | -$22.38万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -5,814 | -100.0% | -$21.22万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -847 | -100.0% | -$20.42万 | 清仓 |
| — | ELME COMMUNITIES | $2.37万 | 0.01% | 11,767 | -1,037 | -8.1% | -$2,084 | 减仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $5.83万 | 0.02% | 10,272 | 121 | 1.2% | $687 | 加仓 |
| NOK | NOKIA CORP | $9.58万 | 0.04% | 11,911 | -740 | -5.8% | -$5,949 | 减仓 |
| — | THEMES ETF TR | $12.03万 | 0.05% | 99,407 | 66,497 | 202.1% | $8.05万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $12.68万 | 0.05% | 25,218 | 12 | 0.0% | $60 | 加仓 |
| MBLY | MOBILEYE GLOBAL INC | $12.89万 | 0.05% | 18,765 | 6,225 | 49.6% | $4.28万 | 加仓 |
| ICLN | ISHARES TR | $18.87万 | 0.08% | 10,318 | -877 | -7.8% | -$1.60万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $19.05万 | 0.08% | 13,350 | 13,350 | — | $19.05万 | 新建仓 |
| ASAN | ASANA INC | $19.76万 | 0.08% | 30,879 | 7,675 | 33.1% | $4.91万 | 加仓 |
| CPNG | COUPANG INC | $19.89万 | 0.08% | 10,536 | 3,252 | 44.6% | $6.14万 | 重新持有 |
| XLF | SELECT SECTOR SPDR TR | $20.18万 | 0.08% | 4,088 | 18 | 0.4% | $889 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $20.39万 | 0.08% | 9,105 | 9,105 | — | $20.39万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $20.47万 | 0.08% | 3,551 | 3,551 | — | $20.47万 | 新建仓 |
| FE | FIRSTENERGY CORP | $20.54万 | 0.08% | 4,054 | 4,054 | — | $20.54万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $20.54万 | 0.08% | 5,347 | 0 | 0.0% | — | 不变 |
| MKTX | MARKETAXESS HLDGS INC | $20.59万 | 0.08% | 1,248 | -29 | -2.3% | -$4,784 | 减仓 |
| NVS | NOVARTIS AG | $20.71万 | 0.08% | 1,356 | 1,356 | — | $20.71万 | 新建仓 |
| ALK | ALASKA AIR GROUP INC | $21.06万 | 0.09% | 5,726 | 5,726 | — | $21.06万 | 新建仓 |
| WIX | WIX COM LTD | $21.29万 | 0.09% | 2,364 | 2,364 | — | $21.29万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.75万 | 0.09% | 1,012 | 2 | 0.2% | $430 | 加仓 |
| ADBE | ADOBE INC | $21.78万 | 0.09% | 896 | -37 | -4.0% | -$8,994 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $21.87万 | 0.09% | 1,352 | 2 | 0.1% | $324 | 加仓 |
| CPA | COPA HOLDINGS SA | $21.95万 | 0.09% | 1,932 | -25 | -1.3% | -$2,840 | 减仓 |
| RITM | RITHM CAPITAL CORP | $22.94万 | 0.09% | 24,196 | 420 | 1.8% | $3,982 | 加仓 |
| RYLD | GLOBAL X FDS | $23.37万 | 0.10% | 15,631 | -15,057 | -49.1% | -$22.51万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $23.45万 | 0.10% | 2,444 | 0 | 0.0% | — | 不变 |
| YORW | YORK WTR CO | $23.59万 | 0.10% | 7,748 | 19 | 0.2% | $579 | 加仓 |
| — | ALPS ETF TR | $23.88万 | 0.10% | 4,562 | -73 | -1.6% | -$3,821 | 减仓 |
| HUM | HUMANA INC | $23.98万 | 0.10% | 1,383 | 66 | 5.0% | $1.14万 | 加仓 |
| WMB | WILLIAMS COS INC | $24.02万 | 0.10% | 3,301 | -41 | -1.2% | -$2,984 | 重新持有 |
| VCR | VANGUARD WORLD FD | $24.22万 | 0.10% | 675 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $24.35万 | 0.10% | 2,476 | 271 | 12.3% | $2.67万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.42万 | 0.10% | 723 | 0 | 0.0% | — | 不变 |
| EWW | ISHARES INC | $24.44万 | 0.10% | 3,249 | -20 | -0.6% | -$1,505 | 减仓 |
| GM | GENERAL MTRS CO | $24.80万 | 0.10% | 3,329 | -14 | -0.4% | -$1,043 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $25.15万 | 0.10% | 3,068 | -2 | -0.1% | -$164 | 减仓 |
| GIS | GENERAL MILLS INC | $25.41万 | 0.10% | 6,826 | 640 | 10.3% | $2.38万 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $25.44万 | 0.10% | 5,817 | 95 | 1.7% | $4,154 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $25.44万 | 0.10% | 7,027 | -450 | -6.0% | -$1.63万 | 减仓 |
| TPG | TPG INC | $25.46万 | 0.10% | 6,285 | 6,285 | — | $25.46万 | 新建仓 |
| — | GOLDMAN SACHS ETF TR | $25.47万 | 0.10% | 6,228 | -4 | -0.1% | -$164 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $25.48万 | 0.10% | 5,072 | -48 | -0.9% | -$2,411 | 减仓 |
| SYK | STRYKER CORPORATION | $25.64万 | 0.10% | 780 | 50 | 6.8% | $1.64万 | 加仓 |
| OKE | ONEOK INC NEW | $26.36万 | 0.11% | 2,916 | 2,916 | — | $26.36万 | 新建仓 |
| EXC | EXELON CORP | $26.62万 | 0.11% | 5,431 | -79 | -1.4% | -$3,873 | 减仓 |
| MDT | MEDTRONIC PLC | $26.70万 | 0.11% | 3,082 | 6 | 0.2% | $520 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.38万 | 0.11% | 5,065 | 200 | 4.1% | $1.08万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $27.67万 | 0.11% | 1,412 | 1 | 0.1% | $196 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $27.77万 | 0.11% | 918 | 104 | 12.8% | $3.15万 | 加仓 |
| IDV | ISHARES TR | $27.85万 | 0.11% | 6,543 | 209 | 3.3% | $8,895 | 加仓 |
| IJJ | ISHARES TR | $28.03万 | 0.11% | 2,115 | 300 | 16.5% | $3.98万 | 加仓 |
| LIT | GLOBAL X FDS | $29.27万 | 0.12% | 3,937 | 4 | 0.1% | $297 | 加仓 |
| IBB | ISHARES TR | $29.93万 | 0.12% | 1,772 | -2 | -0.1% | -$338 | 减仓 |
| HAL | HALLIBURTON CO | $30.45万 | 0.12% | 7,810 | -379 | -4.6% | -$1.48万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $30.83万 | 0.13% | 2,724 | 0 | 0.0% | — | 不变 |
| TECL | DIREXION SHARES ETF TRUST | $31.10万 | 0.13% | 3,593 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $31.10万 | 0.13% | 6,052 | -281 | -4.4% | -$1.44万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $31.10万 | 0.13% | 2,696 | -231 | -7.9% | -$2.67万 | 减仓 |
| MO | ALTRIA GROUP INC | $31.40万 | 0.13% | 4,758 | 53 | 1.1% | $3,497 | 加仓 |
| EG | EVEREST GROUP LTD | $31.50万 | 0.13% | 964 | 17 | 1.8% | $5,555 | 加仓 |
| FDX | FEDEX CORP | $31.53万 | 0.13% | 885 | 52 | 6.2% | $1.85万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $31.70万 | 0.13% | 4,221 | 150 | 3.7% | $1.13万 | 加仓 |
| RYN | RAYONIER INC | $31.81万 | 0.13% | 15,426 | 15,426 | — | $31.81万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $31.89万 | 0.13% | 4,480 | 321 | 7.7% | $2.28万 | 加仓 |
| IWM | ISHARES TR | $31.95万 | 0.13% | 1,288 | 150 | 13.2% | $3.72万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $32.23万 | 0.13% | 743 | 3 | 0.4% | $1,302 | 加仓 |
| — | DUPONT DE NEMOURS INC | $32.58万 | 0.13% | 7,114 | 220 | 3.2% | $1.01万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $32.69万 | 0.13% | 3,219 | 57 | 1.8% | $5,789 | 加仓 |
| VFH | VANGUARD WORLD FD | $32.70万 | 0.13% | 2,706 | 6 | 0.2% | $725 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $32.76万 | 0.13% | 1,173 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $32.80万 | 0.13% | 3,403 | 1 | 0.0% | $96 | 加仓 |
| VPU | VANGUARD WORLD FD | $33.08万 | 0.13% | 1,669 | -3 | -0.2% | -$595 | 减仓 |
| EWZ | ISHARES INC | $33.13万 | 0.13% | 8,630 | 114 | 1.3% | $4,376 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $33.35万 | 0.14% | 720 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $33.77万 | 0.14% | 881 | 7 | 0.8% | $2,683 | 加仓 |
| KBH | KB HOME | $34.22万 | 0.14% | 6,612 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $34.26万 | 0.14% | 4,036 | -14 | -0.3% | -$1,188 | 减仓 |
| FAS | DIREXION SHARES ETF TRUST | $34.45万 | 0.14% | 2,908 | 1,079 | 59.0% | $12.78万 | 加仓 |
| T | AT&T INC | $34.51万 | 0.14% | 11,903 | -104 | -0.9% | -$3,015 | 减仓 |
| COP | CONOCOPHILLIPS | $34.63万 | 0.14% | 2,624 | 185 | 7.6% | $2.44万 | 加仓 |
| CHWY | CHEWY INC | $34.97万 | 0.14% | 12,950 | 4,814 | 59.2% | $13.00万 | 加仓 |
| ES | EVERSOURCE ENERGY | $35.22万 | 0.14% | 5,084 | 488 | 10.6% | $3.38万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $35.49万 | 0.14% | 3,776 | 14 | 0.4% | $1,316 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $35.81万 | 0.15% | 3,615 | -386 | -9.6% | -$3.82万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $35.99万 | 0.15% | 3,684 | 174 | 5.0% | $1.70万 | 加仓 |
| KRE | SPDR SERIES TRUST | $36.07万 | 0.15% | 5,536 | -405 | -6.8% | -$2.64万 | 减仓 |
| VIS | VANGUARD WORLD FD | $36.70万 | 0.15% | 1,176 | 12 | 1.0% | $3,745 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $37.07万 | 0.15% | 4,349 | -6 | -0.1% | -$511 | 减仓 |
| BHP | BHP BILLITON LIMITED | $37.56万 | 0.15% | 5,163 | 81 | 1.6% | $5,892 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $37.92万 | 0.15% | 6,124 | -1,646 | -21.2% | -$10.19万 | 减仓 |
| EEM | ISHARES TR | $38.05万 | 0.15% | 6,701 | 544 | 8.8% | $3.09万 | 加仓 |