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 |
|---|---|---|---|---|---|---|---|---|
| WIX | WIX COM LTD | $77.02万 | 0.28% | 16,977 | 14,613 | 618.1% | $66.30万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $76.35万 | 0.27% | 3,504 | -42 | -1.2% | -$9,152 | 减仓 |
| ZTS | ZOETIS INC | $76.15万 | 0.27% | 10,597 | 4,914 | 86.5% | $35.31万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $74.75万 | 0.27% | 5,097 | -1,000 | -16.4% | -$14.67万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $74.50万 | 0.27% | 4,554 | 408 | 9.8% | $6.67万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $74.30万 | 0.27% | 12,884 | -160 | -1.2% | -$9,227 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $74.14万 | 0.27% | 1,455 | -5 | -0.3% | -$2,548 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $73.44万 | 0.26% | 6,691 | 393 | 6.2% | $4.31万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $70.59万 | 0.25% | 43,681 | 114 | 0.3% | $1,842 | 加仓 |
| TXN | TEXAS INSTRS INC | $70.30万 | 0.25% | 2,359 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $69.14万 | 0.25% | 25,271 | 1,845 | 7.9% | $5.05万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $69.07万 | 0.25% | 4,966 | 933 | 23.1% | $12.98万 | 加仓 |
| NVO | NOVO-NORDISK A S | $67.79万 | 0.24% | 14,140 | 454 | 3.3% | $2.18万 | 加仓 |
| PFE | PFIZER INC | $67.53万 | 0.24% | 28,045 | -28 | -0.1% | -$674 | 减仓 |
| PSA | PUBLIC STORAGE | $67.10万 | 0.24% | 2,108 | 9 | 0.4% | $2,865 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $66.03万 | 0.24% | 5,216 | -189 | -3.5% | -$2.39万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $64.97万 | 0.23% | 1,298 | -1 | -0.1% | -$501 | 减仓 |
| PGR | PROGRESSIVE CORP | $63.52万 | 0.23% | 2,908 | 161 | 5.9% | $3.52万 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS | $63.51万 | 0.23% | 13,655 | -2,677 | -16.4% | -$12.45万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $62.71万 | 0.23% | 10,883 | -641 | -5.6% | -$3.69万 | 减仓 |
| ALLY | ALLY FINL INC | $62.58万 | 0.23% | 13,620 | -658 | -4.6% | -$3.02万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $62.32万 | 0.22% | 39,646 | 2,847 | 7.7% | $4.48万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $61.89万 | 0.22% | 2,078 | -1,537 | -42.5% | -$45.78万 | 减仓 |
| DE | DEERE & CO | $61.87万 | 0.22% | 975 | -32 | -3.2% | -$2.03万 | 减仓 |
| IAK | ISHARES TR | $60.80万 | 0.22% | 4,325 | -71 | -1.6% | -$9,981 | 减仓 |
| CLX | CLOROX CO DEL | $59.19万 | 0.21% | 6,202 | 1,436 | 30.1% | $13.71万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $58.16万 | 0.21% | 8,419 | -991 | -10.5% | -$6.85万 | 减仓 |
| SMH | VANECK ETF TRUST | $57.70万 | 0.21% | 880 | -1 | -0.1% | -$656 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $57.62万 | 0.21% | 10,945 | 921 | 9.2% | $4.85万 | 加仓 |
| SBUX | STARBUCKS CORP | $57.44万 | 0.21% | 5,621 | -22 | -0.4% | -$2,248 | 减仓 |
| VV | VANGUARD INDEX FDS | $56.82万 | 0.20% | 1,652 | -57 | -3.3% | -$1.96万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $56.28万 | 0.20% | 3,719 | 264 | 7.6% | $3.99万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $55.85万 | 0.20% | 4,151 | -137 | -3.2% | -$1.84万 | 减仓 |
| IJS | ISHARES TR | $53.44万 | 0.19% | 3,910 | -148 | -3.6% | -$2.02万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $52.06万 | 0.19% | 11,482 | 125 | 1.1% | $5,667 | 加仓 |
| WEX | WEX INC | $51.17万 | 0.18% | 3,627 | 2 | 0.1% | $282 | 加仓 |
| IOT | SAMSARA INC | $50.91万 | 0.18% | 15,699 | 1,280 | 8.9% | $4.15万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $50.83万 | 0.18% | 2,299 | 2,299 | — | $50.83万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $50.75万 | 0.18% | 11,525 | 47 | 0.4% | $2,069 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $49.57万 | 0.18% | 1,399 | -15 | -1.1% | -$5,314 | 减仓 |
| MA | MASTERCARD INCORPORATED | $49.43万 | 0.18% | 962 | 20 | 2.1% | $1.03万 | 加仓 |
| DEO | DIAGEO PLC | $48.86万 | 0.18% | 6,078 | 257 | 4.4% | $2.07万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $48.66万 | 0.18% | 971 | 31 | 3.3% | $1.55万 | 加仓 |
| HUM | HUMANA INC | $48.28万 | 0.17% | 1,215 | -168 | -12.1% | -$6.68万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $48.01万 | 0.17% | 683 | -5 | -0.7% | -$3,515 | 减仓 |
| QXO | QXO INC | $47.07万 | 0.17% | 27,238 | 5,950 | 28.0% | $10.28万 | 加仓 |
| CG | CARLYLE GROUP INC | $46.20万 | 0.17% | 10,971 | 1,056 | 10.7% | $4.45万 | 加仓 |
| KO | COCA COLA CO | $46.03万 | 0.17% | 5,663 | -297 | -5.0% | -$2.41万 | 减仓 |
| REGL | PROSHARES TR | $45.95万 | 0.17% | 5,018 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $45.71万 | 0.16% | 6,682 | -19 | -0.3% | -$1,300 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $45.37万 | 0.16% | 9,327 | 3,510 | 60.3% | $17.07万 | 加仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $45.26万 | 0.16% | 19,465 | 838 | 4.5% | $1.95万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $44.85万 | 0.16% | 1,265 | 1,265 | — | $44.85万 | 新建仓 |
| TJX | TJX COS INC NEW | $43.37万 | 0.16% | 2,863 | -12 | -0.4% | -$1,818 | 减仓 |
| SPYV | SPDR SERIES TRUST | $43.09万 | 0.16% | 7,088 | 19 | 0.3% | $1,155 | 加仓 |
| VIS | VANGUARD WORLD FD | $41.84万 | 0.15% | 1,161 | -15 | -1.3% | -$5,406 | 减仓 |
| KBH | KB HOME | $41.53万 | 0.15% | 6,635 | 23 | 0.3% | $1,440 | 加仓 |
| WPC | WP CAREY INC | $41.19万 | 0.15% | 5,761 | -98 | -1.7% | -$7,007 | 减仓 |
| BHP | BHP BILLITON LIMITED | $41.18万 | 0.15% | 4,943 | -220 | -4.3% | -$1.83万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $41.16万 | 0.15% | 3,128 | -45 | -1.4% | -$5,921 | 减仓 |
| PODD | INSULET CORP | $40.77万 | 0.15% | 2,678 | 186 | 7.5% | $2.83万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $40.48万 | 0.15% | 3,751 | 67 | 1.8% | $7,231 | 加仓 |
| KRE | SPDR SERIES TRUST | $40.16万 | 0.14% | 5,365 | -171 | -3.1% | -$1.28万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $39.99万 | 0.14% | 4,230 | -1,894 | -30.9% | -$17.91万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $39.55万 | 0.14% | 6,178 | 1,698 | 37.9% | $10.87万 | 加仓 |
| AMGN | AMGEN INC | $39.45万 | 0.14% | 1,089 | 4 | 0.4% | $1,449 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $38.88万 | 0.14% | 4,241 | -108 | -2.5% | -$9,900 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $38.35万 | 0.14% | 18,938 | 9,833 | 108.0% | $19.91万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $37.78万 | 0.14% | 4,332 | -40 | -0.9% | -$3,489 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $37.61万 | 0.14% | 720 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $37.21万 | 0.13% | 1,238 | -50 | -3.9% | -$1.50万 | 减仓 |
| EQIX | EQUINIX INC | $36.85万 | 0.13% | 354 | -46 | -11.5% | -$4.79万 | 减仓 |
| FAS | DIREXION SHARES ETF TRUST | $36.66万 | 0.13% | 2,491 | -417 | -14.3% | -$6.14万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $36.45万 | 0.13% | 5,797 | -431 | -6.9% | -$2.71万 | 减仓 |
| RYN | RAYONIER INC | $36.43万 | 0.13% | 17,121 | 1,695 | 11.0% | $3.61万 | 加仓 |
| ES | EVERSOURCE ENERGY | $35.97万 | 0.13% | 4,977 | -107 | -2.1% | -$7,733 | 减仓 |
| VFH | VANGUARD WORLD FD | $35.89万 | 0.13% | 2,727 | 21 | 0.8% | $2,764 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $35.69万 | 0.13% | 3,868 | 92 | 2.4% | $8,488 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $35.35万 | 0.13% | 4,221 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $35.06万 | 0.13% | 2,147 | -549 | -20.4% | -$8.97万 | 减仓 |
| KWEB | KRANESHARES TRUST | $34.84万 | 0.13% | 14,238 | -977 | -6.4% | -$2.39万 | 减仓 |
| MO | ALTRIA GROUP INC | $34.73万 | 0.12% | 4,827 | 69 | 1.5% | $4,965 | 加仓 |
| EG | EVEREST GROUP LTD | $33.97万 | 0.12% | 951 | -13 | -1.3% | -$4,644 | 减仓 |
| CHWY | CHEWY INC | $33.94万 | 0.12% | 17,274 | 4,324 | 33.4% | $8.50万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.62万 | 0.12% | 704 | -19 | -2.6% | -$9,074 | 减仓 |
| GLW | CORNING INC | $33.34万 | 0.12% | 1,305 | 1,305 | — | $33.34万 | 新建仓 |
| TPG | TPG INC | $32.98万 | 0.12% | 8,132 | 1,847 | 29.4% | $7.49万 | 加仓 |
| IBB | ISHARES TR | $32.72万 | 0.12% | 1,720 | -52 | -2.9% | -$9,892 | 减仓 |
| VPU | VANGUARD WORLD FD | $32.57万 | 0.12% | 1,664 | -5 | -0.3% | -$979 | 减仓 |
| NDAQ | NASDAQ INC | $31.76万 | 0.11% | 4,030 | -6 | -0.1% | -$473 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $31.73万 | 0.11% | 6,982 | -45 | -0.6% | -$2,045 | 减仓 |
| BP | BP PLC | $31.56万 | 0.11% | 8,542 | -58 | -0.7% | -$2,143 | 减仓 |
| CSCO | CISCO SYS INC | $31.39万 | 0.11% | 2,673 | -4,374 | -62.1% | -$51.37万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $31.27万 | 0.11% | 3,221 | 2 | 0.1% | $194 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $31.11万 | 0.11% | 920 | 2 | 0.2% | $676 | 加仓 |
| IJJ | ISHARES TR | $30.95万 | 0.11% | 2,095 | -20 | -0.9% | -$2,955 | 减仓 |
| AMAT | APPLIED MATLS INC | $30.63万 | 0.11% | 424 | 424 | — | $30.63万 | 新建仓 |
| LIT | GLOBAL X FDS | $30.52万 | 0.11% | 3,899 | -38 | -1.0% | -$2,974 | 减仓 |
| EWZ | ISHARES INC | $30.49万 | 0.11% | 8,839 | 209 | 2.4% | $7,210 | 加仓 |
| DIS | DISNEY WALT CO | $30.31万 | 0.11% | 3,149 | -254 | -7.5% | -$2.44万 | 减仓 |