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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $38.17万 | 0.16% | 1,085 | 10 | 0.9% | $3,518 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $38.43万 | 0.16% | 2,443 | -1 | -0.0% | -$157 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $39.18万 | 0.16% | 19,810 | 283 | 1.4% | $5,598 | 加仓 |
| EQIX | EQUINIX INC | $39.21万 | 0.16% | 400 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $39.82万 | 0.16% | 5,859 | 50 | 0.9% | $3,398 | 加仓 |
| SPYV | SPDR SERIES TRUST | $40.00万 | 0.16% | 7,069 | 10 | 0.1% | $566 | 加仓 |
| BP | BP PLC | $40.42万 | 0.16% | 8,600 | -9 | -0.1% | -$423 | 减仓 |
| QXO | QXO INC | $41.34万 | 0.17% | 21,288 | 1,420 | 7.1% | $2.76万 | 加仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $41.65万 | 0.17% | 18,627 | 599 | 3.3% | $1.34万 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $42.17万 | 0.17% | 36,799 | 5,444 | 17.4% | $6.24万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $42.41万 | 0.17% | 688 | -10 | -1.4% | -$6,164 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $43.03万 | 0.18% | 4,372 | 106 | 2.5% | $1.04万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $43.18万 | 0.18% | 3,173 | 171 | 5.7% | $2.33万 | 加仓 |
| KWEB | KRANESHARES TRUST | $43.26万 | 0.18% | 15,215 | 190 | 1.3% | $5,402 | 加仓 |
| DEO | DIAGEO PLC | $43.34万 | 0.18% | 5,821 | 422 | 7.8% | $3.14万 | 加仓 |
| REGL | PROSHARES TR | $43.36万 | 0.18% | 5,018 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $45.33万 | 0.18% | 5,960 | -23 | -0.4% | -$1,749 | 减仓 |
| IOT | SAMSARA INC | $45.69万 | 0.19% | 14,419 | 5,351 | 59.0% | $16.96万 | 加仓 |
| TXN | TEXAS INSTRS INC | $45.79万 | 0.19% | 2,359 | 5 | 0.2% | $971 | 加仓 |
| TJX | TJX COS INC NEW | $45.92万 | 0.19% | 2,875 | 12 | 0.4% | $1,917 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $46.21万 | 0.19% | 940 | 85 | 9.9% | $4.18万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $46.86万 | 0.19% | 11,478 | 42 | 0.4% | $1,715 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $46.90万 | 0.19% | 4,288 | -4 | -0.1% | -$437 | 减仓 |
| MA | MASTERCARD INCORPORATED | $47.06万 | 0.19% | 942 | 401 | 74.1% | $20.03万 | 加仓 |
| CG | CARLYLE GROUP INC | $47.98万 | 0.20% | 9,915 | 424 | 4.5% | $2.05万 | 加仓 |
| IJS | ISHARES TR | $48.07万 | 0.20% | 4,058 | -200 | -4.7% | -$2.37万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $48.52万 | 0.20% | 1,414 | -7 | -0.5% | -$2,402 | 减仓 |
| CLX | CLOROX CO DEL | $49.39万 | 0.20% | 4,766 | 245 | 5.4% | $2.54万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $49.62万 | 0.20% | 1,835 | 1 | 0.1% | $270 | 加仓 |
| NVO | NOVO-NORDISK A S | $50.29万 | 0.20% | 13,686 | 1,993 | 17.0% | $7.32万 | 加仓 |
| SBUX | STARBUCKS CORP | $50.56万 | 0.21% | 5,643 | 36 | 0.6% | $3,225 | 加仓 |
| VV | VANGUARD INDEX FDS | $51.09万 | 0.21% | 1,709 | 5 | 0.3% | $1,495 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $52.12万 | 0.21% | 11,357 | 26 | 0.2% | $1,193 | 加仓 |
| PODD | INSULET CORP | $52.29万 | 0.21% | 2,492 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $54.32万 | 0.22% | 3,455 | 258 | 8.1% | $4.06万 | 加仓 |
| PGR | PROGRESSIVE CORP | $54.46万 | 0.22% | 2,747 | 433 | 18.7% | $8.58万 | 加仓 |
| CSCO | CISCO SYS INC | $54.68万 | 0.22% | 7,047 | -51 | -0.7% | -$3,957 | 减仓 |
| WEX | WEX INC | $55.48万 | 0.23% | 3,625 | 30 | 0.8% | $4,591 | 加仓 |
| ALLY | ALLY FINL INC | $56.01万 | 0.23% | 14,278 | -135 | -0.9% | -$5,296 | 减仓 |
| IAK | ISHARES TR | $56.40万 | 0.23% | 4,396 | 93 | 2.2% | $1.19万 | 加仓 |
| DE | DEERE & CO | $56.73万 | 0.23% | 1,007 | 2 | 0.2% | $1,127 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $56.85万 | 0.23% | 2,099 | 13 | 0.6% | $3,521 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $60.49万 | 0.25% | 4,033 | 250 | 6.6% | $3.75万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $60.76万 | 0.25% | 6,298 | 522 | 9.0% | $5.04万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $62.26万 | 0.25% | 1,299 | 27 | 2.1% | $1.29万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $62.91万 | 0.26% | 9,410 | 3 | 0.0% | $201 | 加仓 |
| SPSM | SPDR SERIES TRUST | $63.03万 | 0.26% | 13,044 | -134 | -1.0% | -$6,475 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $65.65万 | 0.27% | 7,283 | 812 | 12.5% | $7.32万 | 加仓 |
| ZTS | ZOETIS INC | $67.18万 | 0.27% | 5,683 | 1,669 | 41.6% | $19.73万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $67.29万 | 0.27% | 3,445 | -680 | -16.5% | -$13.28万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $69.58万 | 0.28% | 3,546 | 931 | 35.6% | $18.27万 | 加仓 |
| GEV | GE VERNOVA INC | $69.63万 | 0.28% | 798 | -6 | -0.7% | -$5,235 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $69.89万 | 0.28% | 11,524 | 18 | 0.2% | $1,092 | 加仓 |
| TNA | DIREXION SHARES ETF TRUST | $70.22万 | 0.29% | 15,913 | -164 | -1.0% | -$7,237 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $70.78万 | 0.29% | 5,405 | -11 | -0.2% | -$1,440 | 减仓 |
| AMT | AMERICAN TOWER CORP | $71.56万 | 0.29% | 4,146 | 509 | 14.0% | $8.78万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $71.61万 | 0.29% | 2,646 | -3,159 | -54.4% | -$85.49万 | 减仓 |
| MMM | 3M CO | $73.78万 | 0.30% | 5,080 | -7 | -0.1% | -$1,017 | 减仓 |
| ITB | ISHARES TR | $76.75万 | 0.31% | 8,475 | -5 | -0.1% | -$453 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $77.81万 | 0.32% | 2,427 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $78.17万 | 0.32% | 6,449 | 211 | 3.4% | $2.56万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $78.59万 | 0.32% | 4,095 | 189 | 4.8% | $3.63万 | 加仓 |
| PFE | PFIZER INC | $78.83万 | 0.32% | 28,073 | -259 | -0.9% | -$7,273 | 减仓 |
| IGM | ISHARES TR | $79.29万 | 0.32% | 6,691 | 14 | 0.2% | $1,659 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $80.75万 | 0.33% | 10,024 | 125 | 1.3% | $1.01万 | 加仓 |
| CCI | CROWN CASTLE INC | $81.29万 | 0.33% | 9,997 | 1,280 | 14.7% | $10.41万 | 加仓 |
| FISV | FISERV INC | $81.96万 | 0.33% | 14,688 | 6,938 | 89.5% | $38.71万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $82.41万 | 0.34% | 8,364 | 115 | 1.4% | $1.13万 | 加仓 |
| AFL | AFLAC INC | $84.39万 | 0.34% | 7,692 | 217 | 2.9% | $2.38万 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS | $84.42万 | 0.34% | 16,332 | -200 | -1.2% | -$1.03万 | 减仓 |
| VHT | VANGUARD WORLD FD | $85.73万 | 0.35% | 3,148 | 15 | 0.5% | $4,085 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $85.92万 | 0.35% | 16,570 | -1,274 | -7.1% | -$6.61万 | 减仓 |
| IVZ | INVESCO LTD | $87.20万 | 0.35% | 35,901 | -542 | -1.5% | -$1.32万 | 减仓 |
| IHI | ISHARES TR | $87.25万 | 0.35% | 16,354 | 52 | 0.3% | $2,774 | 加仓 |
| PG | PROCTER & GAMBLE CO | $88.06万 | 0.36% | 6,097 | 65 | 1.1% | $9,388 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $88.23万 | 0.36% | 1,460 | 5 | 0.3% | $3,021 | 加仓 |
| GE | GE AEROSPACE | $89.73万 | 0.36% | 3,162 | -118 | -3.6% | -$3.35万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $90.40万 | 0.37% | 43,567 | -4,809 | -9.9% | -$9.98万 | 减仓 |
| IYT | ISHARES TR | $90.85万 | 0.37% | 12,179 | 82 | 0.7% | $6,117 | 加仓 |
| SYM | SYMBOTIC INC | $91.62万 | 0.37% | 17,221 | 826 | 5.0% | $4.39万 | 加仓 |
| PEP | PEPSICO INC | $93.10万 | 0.38% | 5,995 | 62 | 1.0% | $9,628 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $95.31万 | 0.39% | 31,642 | 10 | 0.0% | $301 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $95.60万 | 0.39% | 3,944 | 150 | 4.0% | $3.64万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $96.34万 | 0.39% | 16,268 | 530 | 3.4% | $3.14万 | 加仓 |
| O | REALTY INCOME CORP | $97.35万 | 0.40% | 15,912 | 248 | 1.6% | $1.52万 | 加仓 |
| DOW | DOW HLDGS INC | $97.57万 | 0.40% | 23,426 | -431 | -1.8% | -$1.80万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $99.21万 | 0.40% | 19,762 | 559 | 2.9% | $2.81万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $103.15万 | 0.42% | 4,341 | 219 | 5.3% | $5.20万 | 加仓 |
| WELL | WELLTOWER INC | $104.17万 | 0.42% | 5,269 | 17 | 0.3% | $3,361 | 加仓 |
| — | HONEYWELL INTL INC | $104.71万 | 0.43% | 4,633 | 97 | 2.1% | $2.19万 | 加仓 |
| INTC | INTEL CORP | $106.71万 | 0.43% | 24,182 | -661 | -2.7% | -$2.92万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $107.48万 | 0.44% | 19,949 | -21 | -0.1% | -$1,131 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $109.84万 | 0.45% | 5,888 | 24 | 0.4% | $4,477 | 加仓 |
| VOO | VANGUARD INDEX FDS | $110.37万 | 0.45% | 1,847 | 5 | 0.3% | $2,988 | 加仓 |
| — | PROSHARES TR | $111.04万 | 0.45% | 14,163 | 468 | 3.4% | $3.67万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $112.42万 | 0.46% | 20,579 | -772 | -3.6% | -$4.22万 | 减仓 |
| IRM | IRON MTN INC DEL | $112.84万 | 0.46% | 11,048 | -260 | -2.3% | -$2.66万 | 减仓 |
| C | CITIGROUP INC | $115.80万 | 0.47% | 10,210 | 85 | 0.8% | $9,640 | 加仓 |
| PSX | PHILLIPS 66 | $117.10万 | 0.48% | 6,428 | 65 | 1.0% | $1.18万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $117.47万 | 0.48% | 15,348 | 1,778 | 13.1% | $13.61万 | 加仓 |