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
RDVY FIRST TR EXCHANGE TRADED FD $1,235.91万0.19%152,469 —— — —
ICSH ISHARES TR $1,230.54万0.19%243,286 —— — —
LRCX LAM RESEARCH CORP $1,216.14万0.19%28,065 —— — —
QUAL ISHARES TR $1,204.19万0.18%54,878 —— — —
KO COCA COLA CO $1,197.38万0.18%147,333 —— — —
IBTG ISHARES TR $1,160.25万0.18%506,882 —— — —
GE GE AEROSPACE $1,142.36万0.17%30,567 —— — —
VBR VANGUARD INDEX FDS $1,129.56万0.17%46,486 —— — —
SHY ISHARES TR $1,121.49万0.17%136,583 —— — —
BND VANGUARD BD INDEX FDS $1,117.98万0.17%152,292 —— — —
PULS PGIM ETF TR $1,116.85万0.17%225,399 —— — —
IDEV ISHARES TR $1,113.63万0.17%125,113 —— — —
SPYG SPDR SERIES TRUST $1,110.95万0.17%93,365 —— — —
CGCB CAPITAL GRP FIXED INCM ETF T $1,106.56万0.17%422,672 —— — —
ITOT ISHARES TR $1,095.29万0.17%66,676 —— — —
IBDR ISHARES TR $1,073.77万0.16%443,156 —— — —
IGSB ISHARES TR $1,068.78万0.16%203,927 —— — —
IBIT ISHARES BITCOIN TRUST ETF $1,067.31万0.16%320,608 —— — —
SPMO INVESCO EXCH TRADED FD TR II $1,064.75万0.16%65,912 —— — —
ESGE ISHARES INC $1,055.56万0.16%193,007 —— — —
ISRG INTUITIVE SURGICAL INC $1,053.32万0.16%26,487 —— — —
SNDK SANDISK CORP $1,047.56万0.16%4,607 —— — —
EFG ISHARES TR $1,028.81万0.16%82,688 —— — —
IEF ISHARES TR $1,022.64万0.16%108,136 —— — —
TJX TJX COS INC NEW $1,014.26万0.16%66,948 —— — —
MRK MERCK & CO INC $1,012.06万0.15%78,760 —— — —
VCIT VANGUARD SCOTTSDALE FDS $1,011.55万0.15%122,389 —— — —
HEFA ISHARES TR $1,009.55万0.15%215,141 —— — —
IGM ISHARES TR $1,003.63万0.15%61,354 —— — —
JSCP J P MORGAN EXCHANGE TRADED F $985.85万0.15%209,110 —— — —
UNH UNITEDHEALTH GROUP INC $985.11万0.15%23,702 —— — —
WTV WISDOMTREE TR $976.91万0.15%96,039 —— — —
MS MORGAN STANLEY $964.88万0.15%46,158 —— — —
BINC BLACKROCK ETF TRUST II $952.73万0.15%182,027 —— — —
BAC BANK OF AMER CORP $930.29万0.14%163,267 —— — —
VIOG VANGUARD ADMIRAL FDS INC $929.65万0.14%60,595 —— — —
PLTR PALANTIR TECHNOLOGIES INC $926.64万0.14%79,424 —— — —
HDV ISHARES TR $923.26万0.14%336,832 —— — —
IBDT ISHARES TR $921.31万0.14%364,874 —— — —
IBDU ISHARES TR $921.11万0.14%397,717 —— — —
VB VANGUARD INDEX FDS $918.48万0.14%30,301 —— — —
CMF ISHARES TR $917.16万0.14%159,119 —— — —
IBDS ISHARES TR $912.97万0.14%376,949 —— — —
IDEF BLACKROCK ETF TRUST $912.02万0.14%286,979 —— — —
AFLG FIRST TR EXCHNG TRADED FD VI $908.93万0.14%209,335 —— — —
VGLT VANGUARD SCOTTSDALE FDS $907.58万0.14%164,477 —— — —
IWD ISHARES TR $896.51万0.14%36,980 —— — —
MUB ISHARES TR $891.10万0.14%82,801 —— — —
VZ VERIZON COMMUNICATIONS INC $889.21万0.14%210,018 —— — —
IBM INTERNATIONAL BUSINESS MACHS $889.08万0.14%31,616 —— — —
AMGN AMGEN INC $888.00万0.14%24,522 —— — —
ASML ASML HLDG NV $878.88万0.13%4,418 —— — —
VBK VANGUARD INDEX FDS $874.80万0.13%23,921 —— — —
SPIB SPDR SERIES TRUST $869.99万0.13%260,009 —— — —
IMTB ISHARES TR $869.38万0.13%199,344 —— — —
SPGP INVESCO EXCHANGE TRADED FD T $867.59万0.13%70,945 —— — —
BLCR BLACKROCK ETF TRUST $864.66万0.13%171,662 —— — —
PG PROCTER & GAMBLE CO $863.65万0.13%58,896 —— — —
WDC WESTERN DIGITAL CORP $858.76万0.13%13,445 —— — —
DUK DUKE ENERGY CORP NEW $847.86万0.13%66,982 —— — —
IALT BLACKROCK ETF TRUST $846.78万0.13%301,882 —— — —
MA MASTERCARD INCORPORATED $846.01万0.13%16,472 —— — —
C CITIGROUP INC $844.04万0.13%60,306 —— — —
KLAC KLA CORP $836.77万0.13%27,734 —— — —
PANW PALO ALTO NETWORKS INC $834.44万0.13%24,469 —— — —
FDVV FIDELITY COVINGTON TRUST $812.59万0.12%134,781 —— — —
UNP UNION PAC CORP $808.00万0.12%29,706 —— — —
NEE NEXTERA ENERGY INC $807.49万0.12%92,001 —— — —
XLC SELECT SECTOR SPDR TR $805.81万0.12%75,218 —— — —
— DIMENSIONAL ETF TRUST $793.65万0.12%178,911 —— — —
MGK VANGUARD WORLD FD $791.27万0.12%90,009 —— — —
NOW SERVICENOW INC $791.06万0.12%79,680 —— — —
TXN TEXAS INSTRS INC $791.05万0.12%26,539 —— — —
TRGP TARGA RES CORP $787.22万0.12%29,359 —— — —
VGT VANGUARD WORLD FD $787.17万0.12%65,861 —— — —
NULG NUSHARES ETF TR $772.77万0.12%66,015 —— — —
ORCL ORACLE CORP $767.15万0.12%52,348 —— — —
SFLR INNOVATOR ETFS TRUST $760.57万0.12%197,140 —— — —
TLH ISHARES TR $755.81万0.12%75,318 —— — —
MO ALTRIA GROUP INC $754.49万0.12%104,863 —— — —
THRO BLACKROCK ETF TRUST $754.21万0.12%174,949 —— — —
IBTH ISHARES TR $745.40万0.11%333,212 —— — —
IEI ISHARES TR $745.04万0.11%63,435 —— — —
BA BOEING CO $744.60万0.11%34,397 —— — —
IAU ISHARES GOLD TR $742.18万0.11%98,289 —— — —
CRWD CROWDSTRIKE HLDGS INC $734.52万0.11%9,625 —— — —
VRT VERTIV HOLDINGS CO $732.76万0.11%21,885 —— — —
VTEB VANGUARD MUN BD FDS $732.05万0.11%144,730 —— — —
DHS WISDOMTREE TR $731.21万0.11%64,319 —— — —
HYG ISHARES TR $729.99万0.11%91,283 —— — —
BOND PIMCO ETF TR $715.26万0.11%77,569 —— — —
IUSG ISHARES TR $710.62万0.11%37,781 —— — —
EEM ISHARES TR $695.34万0.11%101,643 —— — —
SGOV ISHARES TR $694.67万0.11%69,004 —— — —
ETN EATON CORP PLC $693.95万0.11%16,285 —— — —
WFC WELLS FARGO & CO $689.34万0.11%83,415 —— — —
EFA ISHARES TR $677.03万0.10%65,174 —— — —
IWR ISHARES TR $666.57万0.10%60,422 —— — —
QTEC FIRST TR EXCHANGE-TRADED FD $651.73万0.10%19,473 —— — —
MCD MCDONALDS CORP $647.28万0.10%23,946 —— — —