13F 机构持仓

Global Retirement Partners, LLC

San Rafael CA · SEC CIK 0001749744

2026Q22026Q1 更早 9 个季度 🔒
$65.39亿2026Q2 申报市值
4,513持仓数
18.6%前十大占比 · 第一大 3.5%
0 / 0新建仓 / 清仓
申报市值走势$65.39亿2026Q2
26Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 3.5%
AAPL 2.6%
NVDA 2.4%
IVV 2.3%
AJG 1.5%
QQQ 1.4%
MSFT 1.4%
AMZN 1.2%
SPY 1.1%
GOOGL 1.1%

2026Q2 买入最多 按季末市值估算

本季没有买入

2026Q2 卖出最多 按季末市值估算

本季没有卖出

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
SPYM SPDR SERIES TRUST $2.31亿3.54%2,632,322 —— — —
AAPL APPLE INC $1.68亿2.57%580,699 —— — —
NVDA NVIDIA CORPORATION $1.55亿2.37%774,243 —— — —
IVV ISHARES TR $1.52亿2.33%203,286 —— — —
AJG GALLAGHER ARTHUR J & CO $1.01亿1.55%441,225 —— — —
QQQ INVESCO QQQ TR $9,315.60万1.42%126,502 —— — —
MSFT MICROSOFT CORP $9,028.04万1.38%242,026 —— — —
AMZN AMAZON COM INC $7,725.25万1.18%324,127 —— — —
SPY STATE STR SPDR S&P 500 ETF T $7,517.24万1.15%100,663 —— — —
GOOGL ALPHABET INC $7,303.00万1.12%204,354 —— — —
IJR ISHARES TR $6,538.91万1.00%440,895 —— — —
SPDW SPDR INDEX SHS FDS $6,008.36万0.92%1,192,371 —— — —
AVGO BROADCOM INC $5,645.99万0.86%149,464 —— — —
TSLA TESLA INC $5,597.89万0.86%133,093 —— — —
IJH ISHARES TR $5,226.27万0.80%677,768 —— — —
VOO VANGUARD INDEX FDS $5,057.28万0.77%73,634 —— — —
IWY ISHARES TR $5,009.45万0.77%172,371 —— — —
AGG ISHARES TR $4,877.16万0.75%492,742 —— — —
MU MICRON TECHNOLOGY INC $4,662.36万0.71%40,392 —— — —
VUG VANGUARD INDEX FDS $4,609.19万0.70%535,081 —— — —
VTV VANGUARD INDEX FDS $4,530.33万0.69%207,880 —— — —
VEA VANGUARD TAX-MANAGED FDS $4,459.95万0.68%625,958 —— — —
SHV ISHARES TR $4,264.28万0.65%386,432 —— — —
JPM JPMORGAN CHASE & CO $4,185.63万0.64%127,872 —— — —
CGGR CAPITAL GROUP GROWTH ETF $4,178.72万0.64%885,322 —— — —
GOOG ALPHABET INC $4,153.27万0.64%117,547 —— — —
IEMG ISHARES INC $4,132.61万0.63%498,867 —— — —
IUSB ISHARES TR $4,058.43万0.62%879,400 —— — —
IEFA ISHARES TR $4,047.47万0.62%419,080 —— — —
META META PLATFORMS INC $3,876.19万0.59%68,813 —— — —
CGDV CAPITAL GROUP DIVIDEND VALUE $3,844.63万0.59%780,160 —— — —
IVW ISHARES TR $3,833.84万0.59%278,764 —— — —
USFR WISDOMTREE TR $3,832.77万0.59%761,225 —— — —
VONV VANGUARD SCOTTSDALE FDS $3,822.95万0.58%359,604 —— — —
DYNF BLACKROCK ETF TRUST $3,803.62万0.58%559,274 —— — —
IWF ISHARES TR $3,705.11万0.57%298,390 —— — —
VTI VANGUARD INDEX FDS $3,703.50万0.57%100,084 —— — —
IVE ISHARES TR $3,676.78万0.56%161,930 —— — —
FBND FIDELITY MERRIMACK STR TR $3,669.46万0.56%806,651 —— — —
LLY ELI LILLY & CO $3,662.60万0.56%30,536 —— — —
RWL INVESCO EXCH TRADED FD TR II $3,475.69万0.53%272,048 —— — —
QQQM INVESCO EXCH TRADED FD TR II $3,447.64万0.53%113,795 —— — —
TSM TAIWAN SEMICONDUCTOR MANUFAC $3,375.33万0.52%70,677 —— — —
SCHG SCHWAB STRATEGIC TR $3,354.51万0.51%991,286 —— — —
SCHV SCHWAB STRATEGIC TR $3,342.38万0.51%960,177 —— — —
AMD ADVANCED MICRO DEVICES INC $3,293.89万0.50%56,702 —— — —
DSI ISHARES TR $3,154.61万0.48%221,547 —— — —
SPMD SPDR SERIES TRUST $2,939.45万0.45%435,087 —— — —
VONG VANGUARD SCOTTSDALE FDS $2,819.08万0.43%220,568 —— — —
MBB ISHARES TR $2,742.32万0.42%290,132 —— — —
CAT CATERPILLAR INC $2,646.65万0.40%24,854 —— — —
SPYV SPDR SERIES TRUST $2,586.62万0.40%425,501 —— — —
BRK/B BERKSHIRE HATHAWAY INC DEL $2,547.78万0.39%50,916 —— — —
XLG INVESCO EXCHANGE TRADED FD T $2,528.27万0.39%412,914 —— — —
INTC INTEL CORP $2,397.90万0.37%171,733 —— — —
VWO VANGUARD INTL EQUITY INDEX F $2,264.63万0.35%379,398 —— — —
GOVT ISHARES TR $2,140.48万0.33%939,632 —— — —
SCHD SCHWAB STRATEGIC TR $2,131.89万0.33%672,307 —— — —
SPHQ INVESCO EXCHANGE TRADED FD T $2,110.65万0.32%234,257 —— — —
GLD SPDR GOLD TR $2,092.38万0.32%56,799 —— — —
SMH VANECK ETF TRUST $2,085.82万0.32%31,801 —— — —
JBND J P MORGAN EXCHANGE TRADED F $2,085.52万0.32%389,817 —— — —
BIL SPDR SERIES TRUST $2,074.93万0.32%226,422 —— — —
BAI BLACKROCK ETF TRUST $2,041.78万0.31%387,287 —— — —
WMT WALMART INC $2,014.62万0.31%177,876 —— — —
DGRO ISHARES TR $1,963.73万0.30%259,102 —— — —
COST COSTCO WHOLESALE CORPORATION $1,931.80万0.30%20,651 —— — —
SPEM SPDR INDEX SHS FDS $1,879.56万0.29%362,989 —— — —
GEV GE VERNOVA INC $1,873.57万0.29%15,947 —— — —
AMAT APPLIED MATLS INC $1,842.77万0.28%25,488 —— — —
ABBV ABBVIE INC $1,842.44万0.28%73,217 —— — —
TFLO ISHARES TR $1,794.03万0.27%354,341 —— — —
IXUS ISHARES TR $1,737.79万0.27%182,082 —— — —
V VISA INC $1,732.71万0.27%50,503 —— — —
JNJ JOHNSON & JOHNSON $1,704.73万0.26%67,123 —— — —
— EXXON MOBIL CORP $1,682.82万0.26%123,085 —— — —
IWM ISHARES TR $1,669.88万0.26%55,579 —— — —
MTUM ISHARES TR $1,662.06万0.25%48,480 —— — —
VO VANGUARD INDEX FDS $1,646.63万0.25%204,373 —— — —
CSCO CISCO SYS INC $1,640.76万0.25%139,686 —— — —
VIG VANGUARD SPECIALIZED FUNDS $1,635.75万0.25%69,130 —— — —
ESGD ISHARES TR $1,609.24万0.25%156,526 —— — —
HD HOME DEPOT INC $1,531.87万0.23%43,435 —— — —
NFLX NETFLIX INC. $1,523.72万0.23%213,406 —— — —
SPSM SPDR SERIES TRUST $1,473.69万0.23%255,539 —— — —
GS GOLDMAN SACHS GROUP INC $1,458.32万0.22%14,419 —— — —
XLK SELECT SECTOR SPDR TR $1,437.43万0.22%75,448 —— — —
PWR QUANTA SVCS INC $1,429.20万0.22%19,849 —— — —
CVX CHEVRON CORPORATION $1,427.56万0.22%86,122 —— — —
CALI BLACKROCK ETF TRUST II $1,395.80万0.21%276,204 —— — —
RTX RTX CORPORATION $1,385.56万0.21%73,028 —— — —
VYM VANGUARD WHITEHALL FDS $1,380.26万0.21%87,342 —— — —
SPAB SPDR SERIES TRUST $1,376.58万0.21%539,412 —— — —
YEAR AB ACTIVE ETFS INC $1,366.97万0.21%271,547 —— — —
VXUS VANGUARD STAR FDS $1,319.73万0.20%154,372 —— — —
SPTM SPDR SERIES TRUST $1,310.39万0.20%144,332 —— — —
EFV ISHARES TR $1,301.08万0.20%169,964 —— — —
XLI SELECT SECTOR SPDR TR $1,269.17万0.19%68,519 —— — —
COWZ PACER FDS TR $1,259.69万0.19%202,522 —— — —
PM PHILIP MORRIS INTL INC $1,257.78万0.19%69,525 —— — —