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
CM CANADIAN IMPERIAL BANK OF CO $19.38万0.00%1,685 —— — —
— DIMENSIONAL ETF TRUST $19.36万0.00%7,400 —— — —
DJUL FIRST TR EXCHNG TRADED FD VI $19.35万0.00%3,858 —— — —
KRYS KRYSTAL BIOTECH INC $19.29万0.00%519 —— — —
— FIRST TR EXCHANGE TRADED FD $19.23万0.00%4,800 —— — —
KDP KEURIG DR PEPPER INC $19.19万0.00%5,863 —— — —
MMU WESTERN ASSET MANAGED MUNS F $19.16万0.00%18,384 —— — —
COMT ISHARES U S ETF TR $19.14万0.00%6,303 —— — —
SWK STANLEY BLACK & DECKER INC $19.14万0.00%2,034 —— — —
ARMK ARAMARK $19.12万0.00%3,361 —— — —
LIT GLOBAL X FDS $19.06万0.00%2,435 —— — —
TSN TYSON FOODS INC $18.97万0.00%3,314 —— — —
SCHR SCHWAB STRATEGIC TR $18.95万0.00%7,686 —— — —
— INVESCO INDIA EXCHANGE-TRADE $18.94万0.00%9,437 —— — —
VFQY VANGUARD WELLINGTON FD $18.94万0.00%1,112 —— — —
WST WEST PHARMACEUTICAL SVSC INC $18.93万0.00%527 —— — —
MRNA MODERNA INC $18.92万0.00%2,702 —— — —
SLF SUN LIFE FINANCIAL INC. $18.91万0.00%2,411 —— — —
MAIN MAIN STR CAP CORP $18.88万0.00%3,639 —— — —
— CHART INDS INC $18.87万0.00%903 —— — —
NCLH NORWEGIAN CRUISE LINE HLDGS $18.80万0.00%8,904 —— — —
CZR CAESARS ENTERTAINMENT INC NE $18.75万0.00%6,212 —— — —
XNEAX NUVEEN AMT FREE QLTY MUN INC $18.74万0.00%15,966 —— — —
JBHT HUNT J B TRANS SVCS INC $18.73万0.00%647 —— — —
UDR UDR INC $18.72万0.00%4,689 —— — —
REET ISHARES TR $18.70万0.00%6,772 —— — —
FELV FIDELITY COVINGTON TRUST $18.63万0.00%4,647 —— — —
FR FIRST INDL RLTY TR INC $18.60万0.00%3,033 —— — —
KVUE KENVUE INC $18.49万0.00%9,678 —— — —
— INVESCO EXCH TRADED FD TR II $18.47万0.00%9,945 —— — —
— AIM ETF PRODUCTS TRUST $18.46万0.00%5,421 —— — —
CG CARLYLE GROUP INC $18.42万0.00%4,374 —— — —
RLY SSGA ACTIVE ETF TR $18.33万0.00%5,311 —— — —
HLI HOULIHAN LOKEY INC $18.33万0.00%1,366 —— — —
TXNM TXNM ENERGY INC $18.28万0.00%3,219 —— — —
AX AXOS FINANCIAL INC $18.27万0.00%1,876 —— — —
DRAM ROUNDHILL ETF TRUST $18.26万0.00%2,472 —— — —
— ISHARES TR $18.24万0.00%2,754 —— — —
EG EVEREST GROUP LTD $18.22万0.00%510 —— — —
URBN URBAN OUTFITTERS INC $18.20万0.00%2,568 —— — —
RMD RESMED INC $18.10万0.00%929 —— — —
IONS IONIS PHARMACEUTICALS INC $18.09万0.00%2,282 —— — —
DTCR GLOBAL X FDS $18.05万0.00%5,942 —— — —
EQIN COLUMBIA ETF TR I $18.02万0.00%3,512 —— — —
GVA GRANITE CONSTR INC $18.02万0.00%1,140 —— — —
FQAL FIDELITY COVINGTON TRUST $17.97万0.00%2,208 —— — —
JJSF J & J SNACK FOODS CORP $17.94万0.00%2,443 —— — —
MGMT UNIFIED SER TR $17.92万0.00%3,517 —— — —
COHU COHU INC $17.87万0.00%2,418 —— — —
VOOV VANGUARD ADMIRAL FDS INC $17.84万0.00%814 —— — —
— FINWISE BANCORP $17.83万0.00%12,298 —— — —
AVAV AEROVIRONMENT INC $17.81万0.00%1,079 —— — —
AGX ARGAN INC $17.81万0.00%223 —— — —
— ARCOSA INC $17.77万0.00%1,223 —— — —
USA LIBERTY ALL STAR EQUITY FD $17.73万0.00%30,524 —— — —
MWA MUELLER WTR PRODS INC $17.64万0.00%6,830 —— — —
CPA COPA HOLDINGS SA $17.63万0.00%1,133 —— — —
WTM WHITE MTNS INS GROUP LTD $17.62万0.00%85 —— — —
VOX VANGUARD WORLD FD $17.62万0.00%958 —— — —
MFSB MFS ACTIVE EXCHANGE TRADED F $17.60万0.00%7,059 —— — —
SIL GLOBAL X FDS $17.55万0.00%2,266 —— — —
IDUB ETF SER SOLUTIONS $17.54万0.00%6,383 —— — —
XLRE SELECT SECTOR SPDR TR $17.52万0.00%3,979 —— — —
CLOA BLACKROCK ETF TRUST II $17.51万0.00%3,374 —— — —
IMCV ISHARES TR $17.51万0.00%1,916 —— — —
HEI HEICO CORP NEW $17.45万0.00%490 —— — —
IDU ISHARES TR $17.45万0.00%1,523 —— — —
CIG CIA ENERGETICA DE MINAS GERA $17.42万0.00%82,943 —— — —
OSEA HARBOR ETF TRUST $17.38万0.00%5,690 —— — —
EWA ISHARES INC $17.30万0.00%6,143 —— — —
PFGC PERFORMANCE FOOD GROUP CO $17.28万0.00%1,546 —— — —
CBSH COMMERCE BANCSHARES INC $17.23万0.00%2,984 —— — —
BCPC BALCHEM CORP $17.22万0.00%1,019 —— — —
PNFP PINNACLE FINL PARTNERS INC $17.21万0.00%1,706 —— — —
— NUVEEN NY AMT FREE $17.20万0.00%16,048 —— — —
IBHH ISHARES TR $17.20万0.00%7,320 —— — —
ZBH ZIMMER BIOMET HOLDINGS INC $17.19万0.00%1,997 —— — —
NU NU HLDGS LTD $17.17万0.00%12,854 —— — —
TBBB BBB FOODS INC $17.13万0.00%4,112 —— — —
— INVESCO EXCHANGE TRADED FD T $17.10万0.00%5,704 —— — —
VLY VALLEY NATL BANCORP $16.99万0.00%11,599 —— — —
AUR AURORA INNOVATION INC $16.94万0.00%24,833 —— — —
SPBO SPDR SERIES TRUST $16.92万0.00%5,828 —— — —
SWX SOUTHWEST GAS HLDGS INC $16.92万0.00%1,907 —— — —
EWN ISHARES INC $16.87万0.00%2,399 —— — —
TSPA T ROWE PRICE EXCHANGE-TRADED $16.84万0.00%3,543 —— — —
IGE ISHARES TR $16.80万0.00%2,990 —— — —
RSPH INVESCO EXCHANGE TRADED FD T $16.76万0.00%5,051 —— — —
SLQD ISHARES TR $16.75万0.00%3,326 —— — —
FBT FIRST TR EXCHANGE-TRADED FD $16.74万0.00%675 —— — —
GNTX GENTEX CORP $16.73万0.00%6,620 —— — —
— FLEXSHARES TR $16.70万0.00%950 —— — —
— INVESCO EXCHANGE TRADED FD T $16.69万0.00%3,509 —— — —
SOLS SOLSTICE ADVANCED MATLS INC $16.67万0.00%1,881 —— — —
— GATES INDL CORP PLC $16.64万0.00%5,949 —— — —
XCCC BONDBLOXX ETF TRUST $16.64万0.00%4,550 —— — —
IGPT INVESCO EXCHANGE TRADED FD T $16.62万0.00%1,596 —— — —
MTDR MATADOR RES CO $16.61万0.00%3,337 —— — —
TEAM ATLASSIAN CORPORATION $16.58万0.00%2,131 —— — —
CPT CAMDEN PPTY TR $16.56万0.00%1,446 —— — —