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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $71.61万 | 0.29% | 2,646 | -3,159 | -54.4% | -$85.49万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $71.56万 | 0.29% | 4,146 | 509 | 14.0% | $8.78万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $70.78万 | 0.29% | 5,405 | -11 | -0.2% | -$1,440 | 减仓 |
| TNA | DIREXION SHARES ETF TRUST | $70.22万 | 0.29% | 15,913 | -164 | -1.0% | -$7,237 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $69.89万 | 0.28% | 11,524 | 18 | 0.2% | $1,092 | 加仓 |
| GEV | GE VERNOVA INC | $69.63万 | 0.28% | 798 | -6 | -0.7% | -$5,235 | 减仓 |
| VTV | VANGUARD INDEX FDS | $69.58万 | 0.28% | 3,546 | 931 | 35.6% | $18.27万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $67.29万 | 0.27% | 3,445 | -680 | -16.5% | -$13.28万 | 减仓 |
| ZTS | ZOETIS INC | $67.18万 | 0.27% | 5,683 | 1,669 | 41.6% | $19.73万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $65.65万 | 0.27% | 7,283 | 812 | 12.5% | $7.32万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $63.03万 | 0.26% | 13,044 | -134 | -1.0% | -$6,475 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $62.91万 | 0.26% | 9,410 | 3 | 0.0% | $201 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $62.26万 | 0.25% | 1,299 | 27 | 2.1% | $1.29万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $60.76万 | 0.25% | 6,298 | 522 | 9.0% | $5.04万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $60.49万 | 0.25% | 4,033 | 250 | 6.6% | $3.75万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $56.85万 | 0.23% | 2,099 | 13 | 0.6% | $3,521 | 加仓 |
| DE | DEERE & CO | $56.73万 | 0.23% | 1,007 | 2 | 0.2% | $1,127 | 加仓 |
| IAK | ISHARES TR | $56.40万 | 0.23% | 4,396 | 93 | 2.2% | $1.19万 | 加仓 |
| ALLY | ALLY FINL INC | $56.01万 | 0.23% | 14,278 | -135 | -0.9% | -$5,296 | 减仓 |
| WEX | WEX INC | $55.48万 | 0.23% | 3,625 | 30 | 0.8% | $4,591 | 加仓 |
| CSCO | CISCO SYS INC | $54.68万 | 0.22% | 7,047 | -51 | -0.7% | -$3,957 | 减仓 |
| PGR | PROGRESSIVE CORP | $54.46万 | 0.22% | 2,747 | 433 | 18.7% | $8.58万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $54.32万 | 0.22% | 3,455 | 258 | 8.1% | $4.06万 | 加仓 |
| PODD | INSULET CORP | $52.29万 | 0.21% | 2,492 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $52.12万 | 0.21% | 11,357 | 26 | 0.2% | $1,193 | 加仓 |
| VV | VANGUARD INDEX FDS | $51.09万 | 0.21% | 1,709 | 5 | 0.3% | $1,495 | 加仓 |
| SBUX | STARBUCKS CORP | $50.56万 | 0.21% | 5,643 | 36 | 0.6% | $3,225 | 加仓 |
| NVO | NOVO-NORDISK A S | $50.29万 | 0.20% | 13,686 | 1,993 | 17.0% | $7.32万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $49.62万 | 0.20% | 1,835 | 1 | 0.1% | $270 | 加仓 |
| CLX | CLOROX CO DEL | $49.39万 | 0.20% | 4,766 | 245 | 5.4% | $2.54万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $48.52万 | 0.20% | 1,414 | -7 | -0.5% | -$2,402 | 减仓 |
| IJS | ISHARES TR | $48.07万 | 0.20% | 4,058 | -200 | -4.7% | -$2.37万 | 减仓 |
| CG | CARLYLE GROUP INC | $47.98万 | 0.20% | 9,915 | 424 | 4.5% | $2.05万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $47.06万 | 0.19% | 942 | 401 | 74.1% | $20.03万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $46.90万 | 0.19% | 4,288 | -4 | -0.1% | -$437 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $46.86万 | 0.19% | 11,478 | 42 | 0.4% | $1,715 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $46.21万 | 0.19% | 940 | 85 | 9.9% | $4.18万 | 加仓 |
| TJX | TJX COS INC NEW | $45.92万 | 0.19% | 2,875 | 12 | 0.4% | $1,917 | 加仓 |
| TXN | TEXAS INSTRS INC | $45.79万 | 0.19% | 2,359 | 5 | 0.2% | $971 | 加仓 |
| IOT | SAMSARA INC | $45.69万 | 0.19% | 14,419 | 5,351 | 59.0% | $16.96万 | 加仓 |
| KO | COCA COLA CO | $45.33万 | 0.18% | 5,960 | -23 | -0.4% | -$1,749 | 减仓 |
| REGL | PROSHARES TR | $43.36万 | 0.18% | 5,018 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $43.34万 | 0.18% | 5,821 | 422 | 7.8% | $3.14万 | 加仓 |
| KWEB | KRANESHARES TRUST | $43.26万 | 0.18% | 15,215 | 190 | 1.3% | $5,402 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $43.18万 | 0.18% | 3,173 | 171 | 5.7% | $2.33万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $43.03万 | 0.18% | 4,372 | 106 | 2.5% | $1.04万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $42.41万 | 0.17% | 688 | -10 | -1.4% | -$6,164 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $42.17万 | 0.17% | 36,799 | 5,444 | 17.4% | $6.24万 | 加仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $41.65万 | 0.17% | 18,627 | 599 | 3.3% | $1.34万 | 加仓 |
| QXO | QXO INC | $41.34万 | 0.17% | 21,288 | 1,420 | 7.1% | $2.76万 | 加仓 |
| BP | BP PLC | $40.42万 | 0.16% | 8,600 | -9 | -0.1% | -$423 | 减仓 |
| SPYV | SPDR SERIES TRUST | $40.00万 | 0.16% | 7,069 | 10 | 0.1% | $566 | 加仓 |
| WPC | WP CAREY INC | $39.82万 | 0.16% | 5,859 | 50 | 0.9% | $3,398 | 加仓 |
| EQIX | EQUINIX INC | $39.21万 | 0.16% | 400 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $39.18万 | 0.16% | 19,810 | 283 | 1.4% | $5,598 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $38.43万 | 0.16% | 2,443 | -1 | -0.0% | -$157 | 减仓 |
| AMGN | AMGEN INC | $38.17万 | 0.16% | 1,085 | 10 | 0.9% | $3,518 | 加仓 |
| EEM | ISHARES TR | $38.05万 | 0.15% | 6,701 | 544 | 8.8% | $3.09万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $37.92万 | 0.15% | 6,124 | -1,646 | -21.2% | -$10.19万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $37.56万 | 0.15% | 5,163 | 81 | 1.6% | $5,892 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $37.07万 | 0.15% | 4,349 | -6 | -0.1% | -$511 | 减仓 |
| VIS | VANGUARD WORLD FD | $36.70万 | 0.15% | 1,176 | 12 | 1.0% | $3,745 | 加仓 |
| KRE | SPDR SERIES TRUST | $36.07万 | 0.15% | 5,536 | -405 | -6.8% | -$2.64万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $35.99万 | 0.15% | 3,684 | 174 | 5.0% | $1.70万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $35.81万 | 0.15% | 3,615 | -386 | -9.6% | -$3.82万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $35.49万 | 0.14% | 3,776 | 14 | 0.4% | $1,316 | 加仓 |
| ES | EVERSOURCE ENERGY | $35.22万 | 0.14% | 5,084 | 488 | 10.6% | $3.38万 | 加仓 |
| CHWY | CHEWY INC | $34.97万 | 0.14% | 12,950 | 4,814 | 59.2% | $13.00万 | 加仓 |
| COP | CONOCOPHILLIPS | $34.63万 | 0.14% | 2,624 | 185 | 7.6% | $2.44万 | 加仓 |
| T | AT&T INC | $34.51万 | 0.14% | 11,903 | -104 | -0.9% | -$3,015 | 减仓 |
| FAS | DIREXION SHARES ETF TRUST | $34.45万 | 0.14% | 2,908 | 1,079 | 59.0% | $12.78万 | 加仓 |
| NDAQ | NASDAQ INC | $34.26万 | 0.14% | 4,036 | -14 | -0.3% | -$1,188 | 减仓 |
| KBH | KB HOME | $34.22万 | 0.14% | 6,612 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $33.77万 | 0.14% | 881 | 7 | 0.8% | $2,683 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $33.35万 | 0.14% | 720 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $33.13万 | 0.13% | 8,630 | 114 | 1.3% | $4,376 | 加仓 |
| VPU | VANGUARD WORLD FD | $33.08万 | 0.13% | 1,669 | -3 | -0.2% | -$595 | 减仓 |
| DIS | DISNEY WALT CO | $32.80万 | 0.13% | 3,403 | 1 | 0.0% | $96 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $32.76万 | 0.13% | 1,173 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $32.70万 | 0.13% | 2,706 | 6 | 0.2% | $725 | 加仓 |
| WYNN | WYNN RESORTS LTD | $32.69万 | 0.13% | 3,219 | 57 | 1.8% | $5,789 | 加仓 |
| — | DUPONT DE NEMOURS INC | $32.58万 | 0.13% | 7,114 | 220 | 3.2% | $1.01万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $32.23万 | 0.13% | 743 | 3 | 0.4% | $1,302 | 加仓 |
| IWM | ISHARES TR | $31.95万 | 0.13% | 1,288 | 150 | 13.2% | $3.72万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $31.89万 | 0.13% | 4,480 | 321 | 7.7% | $2.28万 | 加仓 |
| RYN | RAYONIER INC | $31.81万 | 0.13% | 15,426 | 15,426 | — | $31.81万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $31.70万 | 0.13% | 4,221 | 150 | 3.7% | $1.13万 | 加仓 |
| FDX | FEDEX CORP | $31.53万 | 0.13% | 885 | 52 | 6.2% | $1.85万 | 加仓 |
| EG | EVEREST GROUP LTD | $31.50万 | 0.13% | 964 | 17 | 1.8% | $5,555 | 加仓 |
| MO | ALTRIA GROUP INC | $31.40万 | 0.13% | 4,758 | 53 | 1.1% | $3,497 | 加仓 |
| Q | QNITY ELECTRONICS INC | $31.10万 | 0.13% | 2,696 | -231 | -7.9% | -$2.67万 | 减仓 |
| SLB | SLB LIMITED | $31.10万 | 0.13% | 6,052 | -281 | -4.4% | -$1.44万 | 减仓 |
| TECL | DIREXION SHARES ETF TRUST | $31.10万 | 0.13% | 3,593 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $30.83万 | 0.13% | 2,724 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $30.45万 | 0.12% | 7,810 | -379 | -4.6% | -$1.48万 | 减仓 |
| IBB | ISHARES TR | $29.93万 | 0.12% | 1,772 | -2 | -0.1% | -$338 | 减仓 |
| LIT | GLOBAL X FDS | $29.27万 | 0.12% | 3,937 | 4 | 0.1% | $297 | 加仓 |
| IJJ | ISHARES TR | $28.03万 | 0.11% | 2,115 | 300 | 16.5% | $3.98万 | 加仓 |
| IDV | ISHARES TR | $27.85万 | 0.11% | 6,543 | 209 | 3.3% | $8,895 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $27.77万 | 0.11% | 918 | 104 | 12.8% | $3.15万 | 加仓 |