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
DSM BNY MELLON STRATEGIC MUN BD $4.30万0.00%7,000 —— — —
VIV TELEFONICA BRASIL SA $4.31万0.00%3,272 —— — —
SIBN SI BONE INC $4.32万0.00%2,644 —— — —
SFBS SERVISFIRST BANCSHARES INC $4.33万0.00%499 —— — —
PAYC PAYCOM SOFTWARE INC $4.35万0.00%346 —— — —
OPRA OPERA LTD $4.36万0.00%2,198 —— — —
WABC WESTAMERICA BANCORPORATION $4.37万0.00%745 —— — —
TE T1 ENERGY INC $4.38万0.00%4,615 —— — —
TFSL TFS FINL CORP $4.38万0.00%2,469 —— — —
OI O-I GLASS INC $4.38万0.00%4,547 —— — —
FLBL FRANKLIN TEMPLETON ETF TR $4.38万0.00%1,912 —— — —
MATX MATSON INC $4.38万0.00%228 —— — —
TRST TRUSTCO BK CORP N Y $4.39万0.00%800 —— — —
— INVESCO EXCH TRADED FD TR II $4.40万0.00%1,248 —— — —
PTON PELOTON INTERACTIVE INC $4.40万0.00%7,447 —— — —
RHI ROBERT HALF INC. $4.41万0.00%1,437 —— — —
FSV FIRSTSERVICE CORP NEW $4.42万0.00%311 —— — —
PID INVESCO EXCHANGE TRADED FD T $4.44万0.00%2,001 —— — —
ITRN ITURAN LOCATION AND CONTROL $4.45万0.00%729 —— — —
POWI POWER INTEGRATIONS INC $4.45万0.00%531 —— — —
— BONDBLOXX ETF TRUST $4.45万0.00%1,134 —— — —
NGVT INGEVITY CORP $4.45万0.00%596 —— — —
LUMN LUMEN TECHNOLOGIES INC $4.46万0.00%5,801 —— — —
FGD FIRST TR EXCHANGE-TRADED FD $4.46万0.00%1,394 —— — —
— AMPLIFY ETF TR $4.46万0.00%1,338 —— — —
NAC NUVEEN CA DIVI ADV MUN $4.47万0.00%3,685 —— — —
HUN HUNTSMAN CORP $4.47万0.00%4,210 —— — —
IAT ISHARES TR $4.48万0.00%720 —— — —
FIVN FIVE9 INC $4.50万0.00%2,110 —— — —
XCEM COLUMBIA ETF TR II $4.50万0.00%851 —— — —
TRMB TRIMBLE INC $4.51万0.00%881 —— — —
WERN WERNER ENTERPRISES INC $4.54万0.00%1,041 —— — —
DFIS DIMENSIONAL ETF TRUST $4.55万0.00%1,298 —— — —
JTEK J P MORGAN EXCHANGE TRADED F $4.55万0.00%408 —— — —
— COHEN & STEERS REAL ESTATE O $4.56万0.00%2,897 —— — —
COKE COCA COLA CONS INC $4.56万0.00%239 —— — —
OSCR OSCAR HEALTH INC $4.57万0.00%1,602 —— — —
BBAG J P MORGAN EXCHANGE TRADED F $4.58万0.00%996 —— — —
— PUTNAM MUN OPPORTUNITIES TR $4.58万0.00%4,348 —— — —
MOS MOSAIC CO $4.59万0.00%2,164 —— — —
WFRD WEATHERFORD INTL PLC $4.59万0.00%563 —— — —
ATR APTARGROUP INC $4.60万0.00%367 —— — —
— INNOVATOR ETFS TRUST $4.60万0.00%1,400 —— — —
FCAL FIRST TR EXCH TRADED FD III $4.61万0.00%928 —— — —
TDC TERADATA CORP DEL $4.63万0.00%1,336 —— — —
BNS BANK NOVA SCOTIA B C $4.63万0.00%533 —— — —
ITGR INTEGER HLDGS CORP $4.64万0.00%497 —— — —
FWONA LIBERTY MEDIA CORP DEL $4.66万0.00%532 —— — —
EFX EQUIFAX INC $4.66万0.00%294 —— — —
RWO SPDR INDEX SHS FDS $4.67万0.00%940 —— — —
BF/B BROWN FORMAN CORP $4.67万0.00%1,754 —— — —
FENY FIDELITY COVINGTON TRUST $4.68万0.00%1,582 —— — —
IBMS ISHARES TR $4.68万0.00%1,809 —— — —
CCB COASTAL FINL CORP WA $4.68万0.00%604 —— — —
CE CELANESE CORP DEL $4.68万0.00%1,018 —— — —
— PUTNAM ETF TRUST $4.68万0.00%5,295 —— — —
ROBO EXCHANGE TRADED CONCEPTS TRU $4.69万0.00%548 —— — —
XP XP INC $4.69万0.00%2,887 —— — —
WAL WESTERN ALLIANCE BANCORP $4.70万0.00%572 —— — —
HYZD WISDOMTREE TR $4.72万0.00%2,095 —— — —
HYFI AB ACTIVE ETFS INC $4.72万0.00%1,263 —— — —
DUBS ETF SER SOLUTIONS $4.73万0.00%1,135 —— — —
TDVG T ROWE PRICE EXCHANGE-TRADED $4.75万0.00%968 —— — —
MISL FIRST TR EXCHANGE-TRADED FD $4.76万0.00%1,040 —— — —
SITM SITIME CORP $4.77万0.00%64 —— — —
EVTC EVERTEC INC $4.78万0.00%1,720 —— — —
— ALPS ETF TR $4.79万0.00%994 —— — —
— INVESCO EXCH TRADED FD TR II $4.79万0.00%915 —— — —
FRO FRONTLINE PLC $4.80万0.00%1,380 —— — —
LINE LINEAGE INC $4.81万0.00%1,111 —— — —
CHEF CHEFS WHSE INC $4.82万0.00%502 —— — —
IPAR INTERPARFUMS INC $4.83万0.00%432 —— — —
IESC IES HOLDINGS INC $4.85万0.00%66 —— — —
CHE CHEMED CORP NEW $4.85万0.00%104 —— — —
DDS DILLARDS INC $4.86万0.00%92 —— — —
UUUU ENERGY FUELS INC $4.86万0.00%3,354 —— — —
MORN MORNINGSTAR INC $4.87万0.00%312 —— — —
NBTB NBT BANCORP INC $4.88万0.00%989 —— — —
NASA TEMA ETF TRUST $4.89万0.00%1,609 —— — —
BLDR BUILDERS FIRSTSOURCE INC $4.90万0.00%548 —— — —
— FIRST TR EXCHANGE TRADED FD $4.93万0.00%768 —— — —
ONT ONTERRIS INC $4.93万0.00%2,442 —— — —
SAIC SCIENCE APPLICATIONS INTL CO $4.94万0.00%447 —— — —
ACLS AXCELIS TECHNOLOGIES INC $4.94万0.00%261 —— — —
MMYT MAKEMYTRIP LIMITED MAURITIUS $4.95万0.00%928 —— — —
CEVA CEVA INC $4.95万0.00%1,049 —— — —
JBLU JETBLUE AIRWAYS CORP $4.95万0.00%8,647 —— — —
SANM SANMINA CORP $4.96万0.00%196 —— — —
WHR WHIRLPOOL CORP $4.96万0.00%1,259 —— — —
PALL ABRDN PALLADIUM ETF TRUST $4.97万0.00%2,250 —— — —
— SPECIAL OPPORTUNITIES FD INC $4.99万0.00%3,705 —— — —
CHTR CHARTER COMMUNICATIONS INC $4.99万0.00%351 —— — —
SPLB SPDR SERIES TRUST $5.00万0.00%2,232 —— — —
SCYB SCHWAB STRATEGIC TR $5.00万0.00%1,911 —— — —
DRH DIAMONDROCK HOSPITALITY CO $5.02万0.00%4,119 —— — —
BB BLACKBERRY LTD $5.03万0.00%3,977 —— — —
MSIF MSC INCOME FUND INC $5.03万0.00%4,349 —— — —
— GLOBAL X FDS $5.04万0.00%1,398 —— — —
LII LENNOX INTL INC $5.04万0.00%88 —— — —
QDPL PACER FDS TR $5.05万0.00%1,120 —— — —