Retirement Planning Co of New England, Inc.
Warwick RI · SEC CIK 0001817693
$2.78亿2026Q2 申报市值
260持仓数
24.4%前十大占比 · 第一大 3.4%
20 / 12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
UNH 加仓+$162.32万
CRWD 新建仓+$81.81万
FISV 加仓+$73.64万
WIX 加仓+$66.30万
BA 加仓+$57.30万
2026Q2 卖出最多 按季末市值估算
USD 减仓-$252.34万
MU 减仓-$141.86万
NVDA 减仓-$111.05万
HONEYWELL INTL I 清仓-$104.71万
AAPL 减仓-$92.39万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| TNA | DIREXION SHARES ETF TRUST | $104.37万 | 0.38% | 13,896 | -2,017 | -12.7% | -$15.15万 | 减仓 |
| PSX | PHILLIPS 66 | $105.23万 | 0.38% | 6,225 | -203 | -3.2% | -$3.43万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $107.82万 | 0.39% | 11,883 | 418 | 3.6% | $3.79万 | 加仓 |
| NEM | NEWMONT CORP | $108.17万 | 0.39% | 11,581 | -1,091 | -8.6% | -$10.19万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $110.34万 | 0.40% | 16,332 | 64 | 0.4% | $4,324 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $111.77万 | 0.40% | 3,975 | 31 | 0.8% | $8,717 | 加仓 |
| WELL | WELLTOWER INC | $113.09万 | 0.41% | 4,982 | -287 | -5.4% | -$6.51万 | 减仓 |
| GE | GE AEROSPACE | $114.75万 | 0.41% | 3,071 | -91 | -2.9% | -$3.40万 | 减仓 |
| NFLX | NETFLIX INC. | $115.79万 | 0.42% | 16,217 | -993 | -5.8% | -$7.09万 | 减仓 |
| WMT | WALMART INC | $121.48万 | 0.44% | 10,726 | -84 | -0.8% | -$9,513 | 减仓 |
| VOO | VANGUARD INDEX FDS | $126.68万 | 0.46% | 1,844 | -3 | -0.2% | -$2,061 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $127.73万 | 0.46% | 7,113 | -66 | -0.9% | -$1.19万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $129.92万 | 0.47% | 5,809 | -79 | -1.3% | -$1.77万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $132.49万 | 0.48% | 4,373 | 32 | 0.7% | $9,695 | 加仓 |
| MCD | MCDONALDS CORP | $133.04万 | 0.48% | 4,922 | 159 | 3.3% | $4.30万 | 加仓 |
| SO | SOUTHERN CO | $133.11万 | 0.48% | 13,907 | -61 | -0.4% | -$5,838 | 减仓 |
| NGG | NATIONAL GRID PLC | $134.58万 | 0.48% | 16,240 | -273 | -1.7% | -$2.26万 | 减仓 |
| MRK | MERCK & CO INC | $136.18万 | 0.49% | 10,597 | 31 | 0.3% | $3,984 | 加仓 |
| C | CITIGROUP INC | $137.40万 | 0.49% | 9,817 | -393 | -3.8% | -$5.50万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $138.04万 | 0.50% | 15,708 | 360 | 2.3% | $3.16万 | 加仓 |
| IRM | IRON MTN INC DEL | $139.10万 | 0.50% | 11,013 | -35 | -0.3% | -$4,421 | 减仓 |
| CVX | CHEVRON CORPORATION | $140.44万 | 0.51% | 8,472 | -17 | -0.2% | -$2,818 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $140.81万 | 0.51% | 5,544 | -404 | -6.8% | -$10.26万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $141.84万 | 0.51% | 11,227 | -93 | -0.8% | -$1.17万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $143.12万 | 0.52% | 9,057 | -75 | -0.8% | -$1.19万 | 减仓 |
| FISV | FISERV INC | $145.69万 | 0.52% | 29,702 | 15,014 | 102.2% | $73.64万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $147.08万 | 0.53% | 4,493 | -280 | -5.9% | -$9.17万 | 减仓 |
| DVY | ISHARES TR | $149.09万 | 0.54% | 9,538 | 2 | 0.0% | $313 | 加仓 |
| WFC | WELLS FARGO & CO | $152.00万 | 0.55% | 18,393 | -123 | -0.7% | -$1.02万 | 减仓 |
| HD | HOME DEPOT INC | $152.21万 | 0.55% | 4,316 | 57 | 1.3% | $2.01万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $171.43万 | 0.62% | 17,861 | 3,188 | 21.7% | $30.60万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $171.85万 | 0.62% | 14,959 | -705 | -4.5% | -$8.10万 | 减仓 |
| — | EXXON MOBIL CORP | $179.92万 | 0.65% | 13,160 | -1,789 | -12.0% | -$24.46万 | 减仓 |
| VGT | VANGUARD WORLD FD | $184.78万 | 0.66% | 15,461 | -651 | -4.0% | -$7.78万 | 减仓 |
| MS | MORGAN STANLEY | $187.10万 | 0.67% | 8,950 | -107 | -1.2% | -$2.24万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $187.47万 | 0.67% | 29,810 | -1,085 | -3.5% | -$6.82万 | 减仓 |
| — | PROSHARES TR | $195.09万 | 0.70% | 12,570 | -1,593 | -11.2% | -$24.72万 | 减仓 |
| — | MANAGER DIRECTED PORTFOLIOS | $202.89万 | 0.73% | 70,361 | -14,785 | -17.4% | -$42.63万 | 减仓 |
| VB | VANGUARD INDEX FDS | $204.68万 | 0.74% | 6,752 | -181 | -2.6% | -$5.49万 | 减仓 |
| QCOM | QUALCOMM INC | $217.08万 | 0.78% | 11,748 | -1,319 | -10.1% | -$24.37万 | 减仓 |
| CAT | CATERPILLAR INC | $222.15万 | 0.80% | 2,086 | -119 | -5.4% | -$12.67万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $222.28万 | 0.80% | 23,051 | -373 | -1.6% | -$3.60万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $228.81万 | 0.82% | 12,648 | 54 | 0.4% | $9,769 | 加仓 |
| VUG | VANGUARD INDEX FDS | $230.63万 | 0.83% | 26,774 | -598 | -2.2% | -$5.15万 | 减仓 |
| BAC | BANK OF AMER CORP | $243.96万 | 0.88% | 42,815 | -181 | -0.4% | -$1.03万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $245.41万 | 0.88% | 76,764 | -412 | -0.5% | -$1.32万 | 减仓 |
| USD | PROSHARES TR | $257.60万 | 0.93% | 24,707 | -24,203 | -49.5% | -$252.34万 | 减仓 |
| CVS | CVS HEALTH CORP | $261.96万 | 0.94% | 25,323 | -1,593 | -5.9% | -$16.48万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $272.30万 | 0.98% | 6,551 | 3,905 | 147.6% | $162.32万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $275.40万 | 0.99% | 2,386 | -1,229 | -34.0% | -$141.86万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $282.75万 | 1.02% | 2,796 | -36 | -1.3% | -$3.64万 | 减仓 |
| V | VISA INC | $283.45万 | 1.02% | 8,262 | -204 | -2.4% | -$7.00万 | 减仓 |
| INTC | INTEL CORP | $285.30万 | 1.03% | 20,432 | -3,750 | -15.5% | -$52.36万 | 减仓 |
| RTX | RTX CORPORATION | $285.47万 | 1.03% | 15,046 | -27 | -0.2% | -$5,123 | 减仓 |
| LLY | ELI LILLY & CO | $288.26万 | 1.04% | 2,403 | -16 | -0.7% | -$1.92万 | 减仓 |
| VO | VANGUARD INDEX FDS | $306.58万 | 1.10% | 38,051 | -529 | -1.4% | -$4.26万 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $319.83万 | 1.15% | 146,441 | 1,142 | 0.8% | $2.49万 | 加仓 |
| BX | BLACKSTONE INC | $349.35万 | 1.26% | 29,689 | -232 | -0.8% | -$2.73万 | 减仓 |
| TQQQ | PROSHARES TR | $360.86万 | 1.30% | 44,551 | -3,370 | -7.0% | -$27.30万 | 减仓 |
| MSFT | MICROSOFT CORP | $369.42万 | 1.33% | 9,903 | 21 | 0.2% | $7,834 | 加仓 |
| ETN | EATON CORP PLC | $389.31万 | 1.40% | 9,136 | -203 | -2.2% | -$8.65万 | 减仓 |
| META | META PLATFORMS INC | $436.95万 | 1.57% | 7,757 | 324 | 4.4% | $18.25万 | 加仓 |
| AMZN | AMAZON COM INC | $475.61万 | 1.71% | 19,955 | -823 | -4.0% | -$19.62万 | 减仓 |
| BA | BOEING CO | $501.92万 | 1.81% | 23,187 | 2,647 | 12.9% | $57.30万 | 加仓 |
| ABBV | ABBVIE INC | $509.19万 | 1.83% | 20,235 | -106 | -0.5% | -$2.67万 | 减仓 |
| AVGO | BROADCOM INC | $509.94万 | 1.83% | 13,500 | -1,737 | -11.4% | -$65.61万 | 减仓 |
| GOOG | ALPHABET INC | $518.99万 | 1.87% | 14,689 | -1,000 | -6.4% | -$35.33万 | 减仓 |
| GOOGL | ALPHABET INC | $633.51万 | 2.28% | 17,727 | -1,000 | -5.3% | -$35.74万 | 减仓 |
| QQQ | INVESCO QQQ TR | $866.13万 | 3.12% | 11,762 | -67 | -0.6% | -$4.93万 | 减仓 |
| ZVRA | ZEVRA THERAPEUTICS INC | $909.74万 | 3.27% | 634,410 | -16,738 | -2.6% | -$24.00万 | 减仓 |
| AAPL | APPLE INC | $924.95万 | 3.33% | 31,965 | -3,193 | -9.1% | -$92.39万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $942.25万 | 3.39% | 47,091 | -5,550 | -10.5% | -$111.05万 | 减仓 |