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 |
|---|---|---|---|---|---|---|---|---|
| DGX | QUEST DIAGNOSTICS INC | $27.67万 | 0.11% | 1,412 | 1 | 0.1% | $196 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.38万 | 0.11% | 5,065 | 200 | 4.1% | $1.08万 | 加仓 |
| MDT | MEDTRONIC PLC | $26.70万 | 0.11% | 3,082 | 6 | 0.2% | $520 | 加仓 |
| EXC | EXELON CORP | $26.62万 | 0.11% | 5,431 | -79 | -1.4% | -$3,873 | 减仓 |
| OKE | ONEOK INC NEW | $26.36万 | 0.11% | 2,916 | 2,916 | — | $26.36万 | 新建仓 |
| SYK | STRYKER CORPORATION | $25.64万 | 0.10% | 780 | 50 | 6.8% | $1.64万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $25.48万 | 0.10% | 5,072 | -48 | -0.9% | -$2,411 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $25.47万 | 0.10% | 6,228 | -4 | -0.1% | -$164 | 减仓 |
| TPG | TPG INC | $25.46万 | 0.10% | 6,285 | 6,285 | — | $25.46万 | 新建仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $25.44万 | 0.10% | 7,027 | -450 | -6.0% | -$1.63万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $25.44万 | 0.10% | 5,817 | 95 | 1.7% | $4,154 | 加仓 |
| GIS | GENERAL MILLS INC | $25.41万 | 0.10% | 6,826 | 640 | 10.3% | $2.38万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $25.15万 | 0.10% | 3,068 | -2 | -0.1% | -$164 | 减仓 |
| GM | GENERAL MTRS CO | $24.80万 | 0.10% | 3,329 | -14 | -0.4% | -$1,043 | 减仓 |
| EWW | ISHARES INC | $24.44万 | 0.10% | 3,249 | -20 | -0.6% | -$1,505 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.42万 | 0.10% | 723 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $24.35万 | 0.10% | 2,476 | 271 | 12.3% | $2.67万 | 加仓 |
| VCR | VANGUARD WORLD FD | $24.22万 | 0.10% | 675 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $24.02万 | 0.10% | 3,301 | -41 | -1.2% | -$2,984 | 重新持有 |
| HUM | HUMANA INC | $23.98万 | 0.10% | 1,383 | 66 | 5.0% | $1.14万 | 加仓 |
| — | ALPS ETF TR | $23.88万 | 0.10% | 4,562 | -73 | -1.6% | -$3,821 | 减仓 |
| YORW | YORK WTR CO | $23.59万 | 0.10% | 7,748 | 19 | 0.2% | $579 | 加仓 |
| MDYG | SPDR SERIES TRUST | $23.45万 | 0.10% | 2,444 | 0 | 0.0% | — | 不变 |
| RYLD | GLOBAL X FDS | $23.37万 | 0.10% | 15,631 | -15,057 | -49.1% | -$22.51万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $22.94万 | 0.09% | 24,196 | 420 | 1.8% | $3,982 | 加仓 |
| CPA | COPA HOLDINGS SA | $21.95万 | 0.09% | 1,932 | -25 | -1.3% | -$2,840 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $21.87万 | 0.09% | 1,352 | 2 | 0.1% | $324 | 加仓 |
| ADBE | ADOBE INC | $21.78万 | 0.09% | 896 | -37 | -4.0% | -$8,994 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.75万 | 0.09% | 1,012 | 2 | 0.2% | $430 | 加仓 |
| WIX | WIX COM LTD | $21.29万 | 0.09% | 2,364 | 2,364 | — | $21.29万 | 新建仓 |
| ALK | ALASKA AIR GROUP INC | $21.06万 | 0.09% | 5,726 | 5,726 | — | $21.06万 | 新建仓 |
| NVS | NOVARTIS AG | $20.71万 | 0.08% | 1,356 | 1,356 | — | $20.71万 | 新建仓 |
| MKTX | MARKETAXESS HLDGS INC | $20.59万 | 0.08% | 1,248 | -29 | -2.3% | -$4,784 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $20.54万 | 0.08% | 5,347 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $20.54万 | 0.08% | 4,054 | 4,054 | — | $20.54万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $20.47万 | 0.08% | 3,551 | 3,551 | — | $20.47万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $20.39万 | 0.08% | 9,105 | 9,105 | — | $20.39万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $20.18万 | 0.08% | 4,088 | 18 | 0.4% | $889 | 加仓 |
| CPNG | COUPANG INC | $19.89万 | 0.08% | 10,536 | 3,252 | 44.6% | $6.14万 | 重新持有 |
| ASAN | ASANA INC | $19.76万 | 0.08% | 30,879 | 7,675 | 33.1% | $4.91万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $19.05万 | 0.08% | 13,350 | 13,350 | — | $19.05万 | 新建仓 |
| ICLN | ISHARES TR | $18.87万 | 0.08% | 10,318 | -877 | -7.8% | -$1.60万 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $12.89万 | 0.05% | 18,765 | 6,225 | 49.6% | $4.28万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $12.68万 | 0.05% | 25,218 | 12 | 0.0% | $60 | 加仓 |
| — | THEMES ETF TR | $12.03万 | 0.05% | 99,407 | 66,497 | 202.1% | $8.05万 | 加仓 |
| NOK | NOKIA CORP | $9.58万 | 0.04% | 11,911 | -740 | -5.8% | -$5,949 | 减仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $5.83万 | 0.02% | 10,272 | 121 | 1.2% | $687 | 加仓 |
| — | ELME COMMUNITIES | $2.37万 | 0.01% | 11,767 | -1,037 | -8.1% | -$2,084 | 减仓 |
| SOXL | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -10,150 | -100.0% | -$42.66万 | 清仓 |
| LRN | STRIDE INC | $0 | 0.00% | 0 | -5,130 | -100.0% | -$33.31万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -3,834 | -100.0% | -$22.38万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -5,814 | -100.0% | -$21.22万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -847 | -100.0% | -$20.42万 | 清仓 |