New England Professional Planning Group Inc. 13F 持仓 · 2026年Q2
New England Professional Planning Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 50 只证券，申报市值合计 2.68 亿美元。前几大持仓：IVV（35.46%）、JIRE（23.46%）、IJH（19.26%）。本季前 25 大持仓中：增持 10 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $95.0M | 35.46% | 126,855 | 减持 |
| 2 | JIRE | J P MORGAN EXCHANGE TRADED F | $62.8M | 23.46% | 761,909 | 减持 |
| 3 | IJH | ISHARES TR | $51.6M | 19.26% | 669,121 | 减持 |
| 4 | IJR | ISHARES TR | $26.3M | 9.82% | 177,489 | 增持 |
| 5 | RJF | RAYMOND JAMES FINL INC | $7.1M | 2.67% | 46,999 | 增持 |
| 6 | IXUS | ISHARES TR | $2.2M | 0.81% | 22,723 | 增持 |
| 7 | AAPL | APPLE INC | $1.4M | 0.52% | 4,860 | 增持 |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.44% | 7,574 | 持平 |
| 9 | UNP | UNION PAC CORP | $1.1M | 0.41% | 4,047 | 减持 |
| 10 | VTI | VANGUARD INDEX FDS | $1.0M | 0.39% | 2,804 | 持平 |
| 11 | IWM | ISHARES TR | $1.0M | 0.38% | 3,366 | 增持 |
| 12 | XOM | EXXON MOBIL CORP | $1.0M | 0.38% | 7,519 | 减持 |
| 13 | SLV | ISHARES SILVER TR | $950,376 | 0.35% | 17,774 | 持平 |
| 14 | IWR | ISHARES TR | $888,948 | 0.33% | 8,058 | 增持 |
| 15 | QUAL | ISHARES TR | $887,581 | 0.33% | 4,045 | 增持 |
| 16 | IWF | ISHARES TR | $710,252 | 0.27% | 5,720 | 增持 |
| 17 | CSCO | CISCO SYS INC | $698,300 | 0.26% | 5,945 | 持平 |
| 18 | ACWX | ISHARES TR | $669,864 | 0.25% | 8,801 | 增持 |
| 19 | NVDA | NVIDIA CORPORATION | $660,097 | 0.25% | 3,299 | 减持 |
| 20 | AVGO | BROADCOM INC | $587,779 | 0.22% | 1,556 | 持平 |
| 21 | ADI | ANALOG DEVICES INC | $568,747 | 0.21% | 1,432 | 持平 |
| 22 | SPHB | INVESCO EXCH TRADED FD TR II | $562,491 | 0.21% | 3,615 | 增持 |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $546,426 | 0.20% | 1,092 | 持平 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $471,212 | 0.18% | 631 | 持平 |
| 25 | TXN | TEXAS INSTRS INC | $493,008 | 0.18% | 1,654 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR