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
CLSE TRUST FOR PROFESSIONAL MANAG $632.68万0.10%185,348 —— — —
EMXC ISHARES INC $615.17万0.09%60,134 —— — —
CORO BLACKROCK ETF TRUST $607.79万0.09%166,064 —— — —
JEPI J P MORGAN EXCHANGE TRADED F $605.37万0.09%107,183 —— — —
IUSV ISHARES TR $602.97万0.09%54,741 —— — —
IWS ISHARES TR $589.56万0.09%35,818 —— — —
CGMS CAPITAL GRP FIXED INCM ETF T $589.05万0.09%215,533 —— — —
T AT&T INC $588.33万0.09%284,219 —— — —
MRVL MARVELL TECHNOLOGY INC $586.72万0.09%19,696 —— — —
AXP AMERICAN EXPRESS CO $582.56万0.09%17,223 —— — —
AZN ASTRAZENECA PLC $576.08万0.09%30,381 —— — —
JHMM JOHN HANCOCK EXCHANGE TRADED $572.51万0.09%76,376 —— — —
GGOV BLACKROCK ETF TRUST II $570.26万0.09%113,395 —— — —
USMV ISHARES TR $569.04万0.09%58,992 —— — —
UBER UBER TECHNOLOGIES INC $567.81万0.09%78,687 —— — —
ESML ISHARES TR $560.46万0.09%100,207 —— — —
VOE VANGUARD INDEX FDS $549.13万0.08%27,790 —— — —
BMY BRISTOL-MYERS SQUIBB CO $546.33万0.08%94,816 —— — —
GLW CORNING INC $544.59万0.08%21,320 —— — —
STX SEAGATE TECHNOLOGY HLDNGS PL $544.53万0.08%5,643 —— — —
NOBL PROSHARES TR $537.90万0.08%95,780 —— — —
XLE SELECT SECTOR SPDR TR $531.29万0.08%100,035 —— — —
FLOT ISHARES TR $530.47万0.08%103,912 —— — —
BX BLACKSTONE INC $528.35万0.08%44,901 —— — —
BLK BLACKROCK INC $527.66万0.08%5,488 —— — —
BW BABCOCK & WILCOX ENTERPRISES $525.43万0.08%372,642 —— — —
IWN ISHARES TR $523.35万0.08%23,660 —— — —
MINT PIMCO ETF TR $523.23万0.08%51,903 —— — —
CB CHUBB LIMITED $521.48万0.08%15,304 —— — —
RSP INVESCO EXCHANGE TRADED FD T $520.98万0.08%24,486 —— — —
AMLP ALPS ETF TR $519.65万0.08%100,221 —— — —
GLDM WORLD GOLD TR $518.44万0.08%65,278 —— — —
PNC PNC FINL SVCS GROUP INC $518.24万0.08%21,048 —— — —
IJK ISHARES TR $511.91万0.08%43,567 —— — —
ITA ISHARES TR $510.01万0.08%21,038 —— — —
FESM FIDELITY COVINGTON TRUST $509.77万0.08%105,564 —— — —
NBIS NEBIUS GROUP N.V. $506.47万0.08%18,339 —— — —
ADI ANALOG DEVICES INC $499.02万0.08%12,564 —— — —
FELG FIDELITY COVINGTON TRUST $493.88万0.08%112,887 —— — —
IYW ISHARES TR $487.36万0.07%19,322 —— — —
CEG CONSTELLATION ENERGY CORP $487.02万0.07%19,609 —— — —
WMB WILLIAMS COS INC $478.67万0.07%64,390 —— — —
LMT LOCKHEED MARTIN CORP $478.15万0.07%9,385 —— — —
VIOV VANGUARD ADMIRAL FDS INC $477.62万0.07%40,708 —— — —
SDVY FIRST TR EXCHANGE TRADED FD $473.62万0.07%109,787 —— — —
IBTI ISHARES TR $471.96万0.07%213,171 —— — —
ANET ARISTA NETWORKS INC $470.70万0.07%27,708 —— — —
USB US BANCORP $469.12万0.07%77,669 —— — —
XBI SPDR SERIES TRUST $468.73万0.07%29,620 —— — —
BKNG BOOKING HOLDINGS INC $466.48万0.07%26,171 —— — —
FV FIRST TR EXCHANGE TRADED FD $463.88万0.07%61,133 —— — —
CBOE CBOE GLOBAL MKTS INC $462.68万0.07%19,066 —— — —
MDT MEDTRONIC PLC $461.80万0.07%59,031 —— — —
SHYG ISHARES TR $459.42万0.07%108,328 —— — —
SRLN SSGA ACTIVE ETF TR $459.14万0.07%113,959 —— — —
IOO ISHARES TR $451.95万0.07%33,086 —— — —
LIN LINDE PLC $447.78万0.07%8,629 —— — —
SCHX SCHWAB STRATEGIC TR $439.78万0.07%149,434 —— — —
HYMB SPDR SERIES TRUST $439.55万0.07%172,780 —— — —
SBUX STARBUCKS CORP $438.57万0.07%42,917 —— — —
— TIDAL TRUST II $438.20万0.07%177,387 —— — —
FVD FIRST TR EXCHANGE-TRADED FD $437.41万0.07%90,786 —— — —
GILD GILEAD SCIENCES INC $437.19万0.07%34,604 —— — —
STRL STERLING INFRASTRUCTURE INC $436.47万0.07%5,200 —— — —
PLD PROLOGIS INC. $435.42万0.07%32,142 —— — —
LOW LOWES COS INC $434.86万0.07%19,722 —— — —
VV VANGUARD INDEX FDS $434.65万0.07%12,638 —— — —
PFE PFIZER INC $433.88万0.07%180,182 —— — —
SJNK SPDR SERIES TRUST $431.29万0.07%172,311 —— — —
NVS NOVARTIS AG $430.62万0.07%27,477 —— — —
SPHY SPDR SERIES TRUST $429.32万0.07%183,157 —— — —
SPCX SPACE EXPLORATION TECHN CORP $429.08万0.07%25,113 —— — —
AVEM AMERICAN CENTY ETF TR $428.58万0.07%44,418 —— — —
XLF SELECT SECTOR SPDR TR $428.33万0.07%79,897 —— — —
TFC TRUIST FINL CORP $427.70万0.07%85,849 —— — —
— DIMENSIONAL ETF TRUST $426.10万0.07%51,976 —— — —
JPST J P MORGAN EXCHANGE TRADED F $425.89万0.07%84,218 —— — —
AVUV AMERICAN CENTY ETF TR $422.01万0.06%33,826 —— — —
PEP PEPSICO INC $420.64万0.06%31,067 —— — —
OKE ONEOK INC NEW $419.83万0.06%48,290 —— — —
LITE LUMENTUM HLDGS INC $419.17万0.06%4,885 —— — —
MLPA GLOBAL X FDS $416.51万0.06%78,469 —— — —
VCSH VANGUARD SCOTTSDALE FDS $412.73万0.06%52,225 —— — —
ABT ABBOTT LABORATORIES $409.68万0.06%45,148 —— — —
TMO THERMO FISHER SCIENTIFIC INC $408.50万0.06%8,148 —— — —
QGRW WISDOMTREE TR $403.42万0.06%61,097 —— — —
BE BLOOM ENERGY CORP $399.41万0.06%13,195 —— — —
SLYG SPDR SERIES TRUST $398.55万0.06%33,455 —— — —
AVDE AMERICAN CENTY ETF TR $394.22万0.06%44,195 —— — —
SLV ISHARES SILVER TR $392.50万0.06%73,407 —— — —
APP APPLOVIN CORP $392.04万0.06%7,609 —— — —
TLT ISHARES TR $391.80万0.06%45,337 —— — —
DIS DISNEY WALT CO $391.64万0.06%40,690 —— — —
SCHZ SCHWAB STRATEGIC TR $391.27万0.06%169,162 —— — —
CSX CSX CORP $389.74万0.06%82,000 —— — —
AGOX STARBOARD INVT TR $389.15万0.06%112,278 —— — —
DE DEERE & CO $389.04万0.06%6,133 —— — —
VONE VANGUARD SCOTTSDALE FDS $388.55万0.06%11,471 —— — —
IWO ISHARES TR $387.58万0.06%9,838 —— — —
AVUS AMERICAN CENTY ETF TR $384.31万0.06%30,006 —— — —