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 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABORATORIES | $117.71万 | 0.48% | 11,465 | 207 | 1.8% | $2.13万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $122.12万 | 0.50% | 3,615 | -262 | -6.8% | -$8.85万 | 减仓 |
| MRK | MERCK & CO INC | $127.10万 | 0.52% | 10,566 | 217 | 2.1% | $2.61万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $129.38万 | 0.53% | 7,179 | 72 | 1.0% | $1.30万 | 加仓 |
| WMT | WALMART INC | $134.34万 | 0.55% | 10,810 | -7 | -0.1% | -$870 | 减仓 |
| SO | SOUTHERN CO | $134.82万 | 0.55% | 13,968 | -138 | -1.0% | -$1.33万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $135.24万 | 0.55% | 9,132 | 68 | 0.8% | $1.01万 | 加仓 |
| NEM | NEWMONT CORP | $137.17万 | 0.56% | 12,672 | -130 | -1.0% | -$1.41万 | 减仓 |
| ALB | ALBEMARLE CORP | $139.46万 | 0.57% | 7,768 | -631 | -7.5% | -$11.33万 | 减仓 |
| NGG | NATIONAL GRID PLC | $139.70万 | 0.57% | 16,513 | 66 | 0.4% | $5,584 | 加仓 |
| HD | HOME DEPOT INC | $140.07万 | 0.57% | 4,259 | 23 | 0.5% | $7,565 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $140.42万 | 0.57% | 4,773 | 16 | 0.3% | $4,707 | 加仓 |
| VGT | VANGUARD WORLD FD | $140.55万 | 0.57% | 2,014 | 6 | 0.3% | $4,187 | 加仓 |
| DVY | ISHARES TR | $144.38万 | 0.59% | 9,536 | 106 | 1.1% | $1.60万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $145.39万 | 0.59% | 5,948 | 99 | 1.7% | $2.42万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $146.71万 | 0.60% | 15,664 | 158 | 1.0% | $1.48万 | 加仓 |
| WFC | WELLS FARGO & CO | $147.40万 | 0.60% | 18,516 | -66 | -0.4% | -$5,254 | 减仓 |
| MCD | MCDONALDS CORP | $148.04万 | 0.60% | 4,763 | -5 | -0.1% | -$1,554 | 减仓 |
| MS | MORGAN STANLEY | $149.04万 | 0.61% | 9,057 | -49 | -0.5% | -$8,063 | 减仓 |
| CAT | CATERPILLAR INC | $156.24万 | 0.64% | 2,205 | 49 | 2.3% | $3.47万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $157.77万 | 0.64% | 11,320 | 4 | 0.0% | $557 | 加仓 |
| NFLX | NETFLIX INC. | $165.48万 | 0.67% | 17,210 | 266 | 1.6% | $2.56万 | 加仓 |
| QCOM | QUALCOMM INC | $168.27万 | 0.68% | 13,067 | 990 | 8.2% | $12.75万 | 加仓 |
| CVX | CHEVRON CORPORATION | $175.64万 | 0.71% | 8,489 | -179 | -2.1% | -$3.70万 | 减仓 |
| VB | VANGUARD INDEX FDS | $181.60万 | 0.74% | 6,933 | -20 | -0.3% | -$5,239 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $181.60万 | 0.74% | 30,895 | -821 | -2.6% | -$4.83万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $184.09万 | 0.75% | 14,673 | -2,510 | -14.6% | -$31.49万 | 减仓 |
| CVS | CVS HEALTH CORP | $193.31万 | 0.79% | 26,916 | 1,299 | 5.1% | $9.33万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $199.25万 | 0.81% | 4,562 | 116 | 2.6% | $5.07万 | 加仓 |
| TQQQ | PROSHARES TR | $199.73万 | 0.81% | 47,921 | -5,702 | -10.6% | -$23.77万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $207.77万 | 0.85% | 23,424 | 163 | 0.7% | $1.45万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $208.22万 | 0.85% | 12,594 | 46 | 0.4% | $7,605 | 加仓 |
| BAC | BANK AMERICA CORP | $209.61万 | 0.85% | 42,996 | 458 | 1.1% | $2.23万 | 加仓 |
| LLY | ELI LILLY & CO | $222.47万 | 0.90% | 2,419 | 7 | 0.3% | $6,438 | 加仓 |
| USD | PROSHARES TR | $234.52万 | 0.95% | 48,910 | -1,555 | -3.1% | -$7.46万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $239.62万 | 0.97% | 2,832 | 0 | 0.0% | — | 不变 |
| — | MANAGER DIRECTED PORTFOLIOS | $243.65万 | 0.99% | 85,146 | -86 | -0.1% | -$2,461 | 减仓 |
| — | EXXON MOBIL CORP | $253.63万 | 1.03% | 14,949 | -57 | -0.4% | -$9,671 | 减仓 |
| V | VISA INC | $255.89万 | 1.04% | 8,466 | 67 | 0.8% | $2.03万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $258.77万 | 1.05% | 77,176 | -936 | -1.2% | -$3.14万 | 减仓 |
| VO | VANGUARD INDEX FDS | $277.00万 | 1.13% | 9,645 | -53 | -0.5% | -$1.52万 | 减仓 |
| RTX | RTX CORPORATION | $290.75万 | 1.18% | 15,073 | 62 | 0.4% | $1.20万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $326.78万 | 1.33% | 145,299 | 810 | 0.6% | $1.82万 | 加仓 |
| ETN | EATON CORP PLC | $334.03万 | 1.36% | 9,339 | 340 | 3.8% | $12.16万 | 加仓 |
| BX | BLACKSTONE INC | $344.07万 | 1.40% | 29,921 | 1,515 | 5.3% | $17.42万 | 加仓 |
| MSFT | MICROSOFT CORP | $365.80万 | 1.49% | 9,882 | 202 | 2.1% | $7.48万 | 加仓 |
| BA | BOEING CO | $408.80万 | 1.66% | 20,540 | -2,088 | -9.2% | -$41.56万 | 减仓 |
| META | META PLATFORMS INC | $425.28万 | 1.73% | 7,433 | 557 | 8.1% | $31.87万 | 加仓 |
| AMZN | AMAZON COM INC | $432.74万 | 1.76% | 20,778 | 169 | 0.8% | $3.52万 | 加仓 |
| ABBV | ABBVIE INC | $442.39万 | 1.80% | 20,341 | 300 | 1.5% | $6.52万 | 加仓 |
| GOOG | ALPHABET INC | $450.06万 | 1.83% | 15,689 | 545 | 3.6% | $15.63万 | 加仓 |
| AVGO | BROADCOM INC | $471.61万 | 1.92% | 15,237 | 204 | 1.4% | $6.31万 | 加仓 |
| GOOGL | ALPHABET INC | $538.52万 | 2.19% | 18,727 | 654 | 3.6% | $18.81万 | 加仓 |
| ZVRA | ZEVRA THERAPEUTICS INC | $606.87万 | 2.47% | 651,148 | -11,828 | -1.8% | -$11.02万 | 减仓 |
| QQQ | INVESCO QQQ TR | $682.77万 | 2.78% | 11,829 | 29 | 0.2% | $1.67万 | 加仓 |
| AAPL | APPLE INC | $892.27万 | 3.63% | 35,158 | 1,216 | 3.6% | $30.86万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $918.07万 | 3.73% | 52,641 | -526 | -1.0% | -$9.17万 | 减仓 |