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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -4,633 | -100.0% | -$104.71万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -2,371 | -100.0% | -$32.58万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -896 | -100.0% | -$21.78万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -1,248 | -100.0% | -$20.59万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,347 | -100.0% | -$20.54万 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | -4,054 | -100.0% | -$20.54万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,088 | -100.0% | -$20.18万 | 清仓 |
| RGTI | RIGETTI COMPUTING INC | $0 | 0.00% | 0 | -13,350 | -100.0% | -$19.05万 | 清仓 |
| ICLN | ISHARES TR | $0 | 0.00% | 0 | -10,318 | -100.0% | -$18.87万 | 清仓 |
| — | THEMES ETF TR | $0 | 0.00% | 0 | -99,407 | -100.0% | -$12.03万 | 清仓 |
| NOK | NOKIA CORP | $0 | 0.00% | 0 | -11,911 | -100.0% | -$9.58万 | 清仓 |
| — | ELME COMMUNITIES | $0 | 0.00% | 0 | -11,767 | -100.0% | -$2.37万 | 清仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $9.75万 | 0.04% | 10,988 | 716 | 7.0% | $6,351 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $14.26万 | 0.05% | 12,789 | 12,789 | — | $14.26万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $14.51万 | 0.05% | 24,880 | -338 | -1.3% | -$1,971 | 减仓 |
| RITM | RITHM CAPITAL CORP | $17.40万 | 0.06% | 18,533 | -5,663 | -23.4% | -$5.32万 | 减仓 |
| ASAN | ASANA INC | $20.16万 | 0.07% | 28,807 | -2,072 | -6.7% | -$1.45万 | 减仓 |
| BOTZ | GLOBAL X FDS | $20.19万 | 0.07% | 5,322 | 5,322 | — | $20.19万 | 新建仓 |
| NVDL | GRANITESHARES ETF TR | $20.27万 | 0.07% | 6,800 | 6,800 | — | $20.27万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $20.69万 | 0.07% | 4,770 | -302 | -6.0% | -$1.31万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $21.09万 | 0.08% | 3,646 | 95 | 2.7% | $5,494 | 加仓 |
| AAT | AMERICAN ASSETS TR INC | $21.16万 | 0.08% | 8,570 | 8,570 | — | $21.16万 | 新建仓 |
| NVS | NOVARTIS AG | $21.25万 | 0.08% | 1,356 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC | $21.30万 | 0.08% | 4,298 | 4,298 | — | $21.30万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $21.47万 | 0.08% | 1,804 | 1,804 | — | $21.47万 | 新建仓 |
| MBLY | MOBILEYE GLOBAL INC | $21.62万 | 0.08% | 22,330 | 3,565 | 19.0% | $3.45万 | 加仓 |
| STT | STATE STR CORP | $21.68万 | 0.08% | 1,278 | 1,278 | — | $21.68万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $21.88万 | 0.08% | 1,802 | 1,802 | — | $21.88万 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $22.09万 | 0.08% | 1,590 | -13 | -0.8% | -$1,806 | 重新持有 |
| IGV | ISHARES TR | $22.29万 | 0.08% | 2,460 | 260 | 11.8% | $2.36万 | 重新持有 |
| YORW | YORK WTR CO | $22.57万 | 0.08% | 7,363 | -385 | -5.0% | -$1.18万 | 减仓 |
| T | AT&T INC | $22.69万 | 0.08% | 10,960 | -943 | -7.9% | -$1.95万 | 减仓 |
| EXC | EXELON CORP | $22.76万 | 0.08% | 4,881 | -550 | -10.1% | -$2.56万 | 减仓 |
| RYLD | GLOBAL X FDS | $22.83万 | 0.08% | 14,275 | -1,356 | -8.7% | -$2.17万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $23.39万 | 0.08% | 988 | -24 | -2.4% | -$5,681 | 减仓 |
| VXF | VANGUARD INDEX FDS | $23.46万 | 0.08% | 953 | 953 | — | $23.46万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $24.05万 | 0.09% | 1,298 | -54 | -4.0% | -$1.00万 | 减仓 |
| MELI | MERCADOLIBRE INC | $24.10万 | 0.09% | 142 | 142 | — | $24.10万 | 新建仓 |
| WMB | WILLIAMS COS INC | $24.29万 | 0.09% | 3,267 | -34 | -1.0% | -$2,528 | 减仓 |
| EWW | ISHARES INC | $24.36万 | 0.09% | 3,236 | -13 | -0.4% | -$979 | 减仓 |
| HAL | HALLIBURTON CO | $24.55万 | 0.09% | 7,230 | -580 | -7.4% | -$1.97万 | 减仓 |
| SYK | STRYKER CORPORATION | $24.57万 | 0.09% | 780 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $24.59万 | 0.09% | 990 | -183 | -15.6% | -$4.55万 | 减仓 |
| GM | GENERAL MTRS CO | $24.63万 | 0.09% | 3,196 | -133 | -4.0% | -$1.03万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $25.17万 | 0.09% | 18,910 | -900 | -4.5% | -$1.20万 | 减仓 |
| OKE | ONEOK INC NEW | $25.29万 | 0.09% | 2,909 | -7 | -0.2% | -$609 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $25.53万 | 0.09% | 3,074 | 6 | 0.2% | $498 | 加仓 |
| MDT | MEDTRONIC PLC | $25.80万 | 0.09% | 3,298 | 216 | 7.0% | $1.69万 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $25.93万 | 0.09% | 4,184 | 4,184 | — | $25.93万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $26.09万 | 0.09% | 1,025 | -192 | -15.8% | -$4.89万 | 重新持有 |
| VCR | VANGUARD WORLD FD | $26.80万 | 0.10% | 676 | 1 | 0.1% | $396 | 加仓 |
| MDYG | SPDR SERIES TRUST | $27.06万 | 0.10% | 2,414 | -30 | -1.2% | -$3,363 | 减仓 |
| VTI | VANGUARD INDEX FDS | $27.27万 | 0.10% | 737 | 737 | — | $27.27万 | 新建仓 |
| COP | CONOCOPHILLIPS | $27.32万 | 0.10% | 2,628 | 4 | 0.2% | $416 | 加仓 |
| IDV | ISHARES TR | $27.66万 | 0.10% | 6,677 | 134 | 2.0% | $5,552 | 加仓 |
| SLB | SLB LIMITED | $27.71万 | 0.10% | 5,960 | -92 | -1.5% | -$4,277 | 减仓 |
| FDX | FEDEX CORP | $27.74万 | 0.10% | 886 | 1 | 0.1% | $313 | 加仓 |
| GIS | GENERAL MILLS INC | $27.80万 | 0.10% | 7,988 | 1,162 | 17.0% | $4.04万 | 加仓 |
| CPNG | COUPANG INC | $27.94万 | 0.10% | 16,083 | 5,547 | 52.6% | $9.64万 | 加仓 |
| URI | UNITED RENTALS INC | $28.32万 | 0.10% | 250 | 250 | — | $28.32万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.52万 | 0.10% | 491 | 491 | — | $28.52万 | 新建仓 |
| — | ALPS ETF TR | $28.69万 | 0.10% | 4,438 | -124 | -2.7% | -$8,016 | 减仓 |
| — | INVESTMENT MANAGERS SER TR I | $28.70万 | 0.10% | 9,728 | 9,728 | — | $28.70万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $28.75万 | 0.10% | 2,114 | -150 | -6.6% | -$2.04万 | 重新持有 |
| CPA | COPA HOLDINGS SA | $29.12万 | 0.10% | 1,872 | -60 | -3.1% | -$9,334 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $29.34万 | 0.11% | 1,384 | -28 | -2.0% | -$5,937 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $29.37万 | 0.11% | 5,626 | -100 | -1.7% | -$5,220 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $29.96万 | 0.11% | 5,020 | -45 | -0.9% | -$2,686 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $30.05万 | 0.11% | 2,441 | -2 | -0.1% | -$246 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $30.14万 | 0.11% | 2,724 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $30.22万 | 0.11% | 2,812 | 336 | 13.6% | $3.61万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $30.28万 | 0.11% | 729 | -14 | -1.9% | -$5,816 | 减仓 |
| DIS | DISNEY WALT CO | $30.31万 | 0.11% | 3,149 | -254 | -7.5% | -$2.44万 | 减仓 |
| EWZ | ISHARES INC | $30.49万 | 0.11% | 8,839 | 209 | 2.4% | $7,210 | 加仓 |
| LIT | GLOBAL X FDS | $30.52万 | 0.11% | 3,899 | -38 | -1.0% | -$2,974 | 减仓 |
| AMAT | APPLIED MATLS INC | $30.63万 | 0.11% | 424 | 424 | — | $30.63万 | 新建仓 |
| IJJ | ISHARES TR | $30.95万 | 0.11% | 2,095 | -20 | -0.9% | -$2,955 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $31.11万 | 0.11% | 920 | 2 | 0.2% | $676 | 加仓 |
| WYNN | WYNN RESORTS LTD | $31.27万 | 0.11% | 3,221 | 2 | 0.1% | $194 | 加仓 |
| CSCO | CISCO SYS INC | $31.39万 | 0.11% | 2,673 | -4,374 | -62.1% | -$51.37万 | 减仓 |
| BP | BP PLC | $31.56万 | 0.11% | 8,542 | -58 | -0.7% | -$2,143 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $31.73万 | 0.11% | 6,982 | -45 | -0.6% | -$2,045 | 减仓 |
| NDAQ | NASDAQ INC | $31.76万 | 0.11% | 4,030 | -6 | -0.1% | -$473 | 减仓 |
| VPU | VANGUARD WORLD FD | $32.57万 | 0.12% | 1,664 | -5 | -0.3% | -$979 | 减仓 |
| IBB | ISHARES TR | $32.72万 | 0.12% | 1,720 | -52 | -2.9% | -$9,892 | 减仓 |
| TPG | TPG INC | $32.98万 | 0.12% | 8,132 | 1,847 | 29.4% | $7.49万 | 加仓 |
| GLW | CORNING INC | $33.34万 | 0.12% | 1,305 | 1,305 | — | $33.34万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.62万 | 0.12% | 704 | -19 | -2.6% | -$9,074 | 减仓 |
| CHWY | CHEWY INC | $33.94万 | 0.12% | 17,274 | 4,324 | 33.4% | $8.50万 | 加仓 |
| EG | EVEREST GROUP LTD | $33.97万 | 0.12% | 951 | -13 | -1.3% | -$4,644 | 减仓 |
| MO | ALTRIA GROUP INC | $34.73万 | 0.12% | 4,827 | 69 | 1.5% | $4,965 | 加仓 |
| KWEB | KRANESHARES TRUST | $34.84万 | 0.13% | 14,238 | -977 | -6.4% | -$2.39万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $35.06万 | 0.13% | 2,147 | -549 | -20.4% | -$8.97万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $35.35万 | 0.13% | 4,221 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $35.69万 | 0.13% | 3,868 | 92 | 2.4% | $8,488 | 加仓 |
| VFH | VANGUARD WORLD FD | $35.89万 | 0.13% | 2,727 | 21 | 0.8% | $2,764 | 加仓 |
| ES | EVERSOURCE ENERGY | $35.97万 | 0.13% | 4,977 | -107 | -2.1% | -$7,733 | 减仓 |
| RYN | RAYONIER INC | $36.43万 | 0.13% | 17,121 | 1,695 | 11.0% | $3.61万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $36.45万 | 0.13% | 5,797 | -431 | -6.9% | -$2.71万 | 减仓 |
| FAS | DIREXION SHARES ETF TRUST | $36.66万 | 0.13% | 2,491 | -417 | -14.3% | -$6.14万 | 减仓 |