13F 机构持仓

Golden Reserve Retirement LLC

DUBLIN OH · SEC CIK 0002066488

2026Q22026Q1 更早 9 个季度 🔒
$6.35亿2026Q2 申报市值
112持仓数
84.5%前十大占比 · 第一大 23.9%
22 / 19新建仓 / 清仓
申报市值走势$6.35亿2026Q2
26Q126Q2

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

VTI 23.9%
SCHG 22.7%
QQQ 12.7%
SCHD 11.7%
SCHA 8.7%
AAPL 1.6%
NVDA 1.2%
MSFT 0.8%
AMZN 0.7%
GOOGL 0.6%

2026Q2 买入最多 按季末市值估算

SCHG 加仓+$637.24万
AAPL 加仓+$636.50万
VTI 加仓+$487.94万
NVDA 加仓+$346.55万
MAYT 新建仓+$315.02万

2026Q2 卖出最多 按季末市值估算

AIM ETF PRODUCTS 清仓-$149.95万
AIM ETF PRODUCTS 清仓-$141.51万
AIM ETF PRODUCTS 清仓-$120.19万
AIM ETF PRODUCTS 清仓-$113.68万
AIM ETF PRODUCTS 清仓-$94.27万

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
VTI VANGUARD INDEX FDS $1.52亿23.92%410,464 13,1863.3% $487.94万 加仓
SCHG SCHWAB STRATEGIC TR $1.44亿22.65%4,249,804 188,3104.6% $637.24万 加仓
QQQ INVESCO QQQ TR $8,033.59万12.65%109,093 9330.9% $68.71万 加仓
SCHD SCHWAB STRATEGIC TR $7,417.95万11.68%2,339,310 51,6562.3% $163.80万 加仓
SCHA SCHWAB STRATEGIC TR $5,515.37万8.69%1,526,535 25,7451.7% $93.02万 加仓
AAPL APPLE INC $1,019.78万1.61%35,243 21,997166.1% $636.50万 加仓
NVDA NVIDIA CORPORATION $793.65万1.25%39,665 17,32077.5% $346.55万 加仓
MSFT MICROSOFT CORP $528.79万0.83%14,176 7,366108.2% $274.77万 加仓
AMZN AMAZON COM INC $417.48万0.66%17,516 7,94883.1% $189.43万 加仓
GOOGL ALPHABET INC $367.71万0.58%10,289 4,89690.8% $174.97万 加仓
MAYT AIM ETF PRODUCTS TRUST $315.02万0.50%80,779 80,779— $315.02万 新建仓
AVGO BROADCOM INC $311.65万0.49%8,250 3,64879.3% $137.81万 加仓
GOOG ALPHABET INC $296.98万0.47%8,405 3,44069.3% $121.55万 加仓
LLY ELI LILLY & CO $290.63万0.46%2,423 1,759264.9% $210.99万 加仓
JUNW AIM ETF PRODUCTS TRUST $241.97万0.38%70,361 70,361— $241.97万 新建仓
META META PLATFORMS INC $219.18万0.35%3,891 1,86592.1% $105.06万 加仓
JPM JPMORGAN CHASE & CO $217.86万0.34%6,656 3,544113.9% $116.00万 加仓
ZROZ PIMCO ETF TR $205.90万0.32%32,121 13,58473.3% $87.07万 加仓
TSLA TESLA INC $203.11万0.32%4,829 2,32392.7% $97.71万 加仓
SIXD AIM ETF PRODUCTS TRUST $201.47万0.32%65,339 65,339— $201.47万 新建仓
BRK/B BERKSHIRE HATHAWAY INC DEL $200.76万0.32%4,012 2,144114.8% $107.28万 加仓
JNJ JOHNSON & JOHNSON $172.45万0.27%6,790 4,089151.4% $103.85万 加仓
MU MICRON TECHNOLOGY INC $159.06万0.25%1,378 27925.4% $32.21万 加仓
BSCX INVESCO EXCH TRD SLF IDX FD $147.94万0.23%70,264 20,12040.1% $42.36万 加仓
— EXXON MOBIL CORP $147.85万0.23%10,814 6,755166.4% $92.35万 加仓
BSCY INVESCO EXCH TRD SLF IDX FD $147.79万0.23%71,515 19,94138.7% $41.21万 加仓
BSCV INVESCO EXCH TRD SLF IDX FD $147.05万0.23%89,745 24,99738.6% $40.96万 加仓
AMAT APPLIED MATLS INC $146.99万0.23%2,033 1,202144.6% $86.91万 加仓
BSCW INVESCO EXCH TRD SLF IDX FD $145.14万0.23%70,764 18,75836.1% $38.47万 加仓
BSCZ INVESCO EXCH TRD SLF IDX FD $145.06万0.23%70,864 19,27937.4% $39.46万 加仓
BSCU INVESCO EXCH TRD SLF IDX FD $143.70万0.23%86,334 22,70335.7% $37.79万 加仓
BAC BANK OF AMER CORP $125.25万0.20%21,981 10,76996.0% $61.36万 加仓
WMT WALMART INC $124.78万0.20%11,017 5,845113.0% $66.20万 加仓
LRCX LAM RESEARCH CORP $119.95万0.19%2,768 89747.9% $38.87万 加仓
TUA SIMPLIFY EXCHANGE TRADED FUN $119.75万0.19%58,630 28,24993.0% $57.70万 加仓
V VISA INC $119.02万0.19%3,469 1,63789.4% $56.17万 加仓
CAT CATERPILLAR INC $118.85万0.19%1,116 614122.3% $65.39万 加仓
INTC INTEL CORP $113.56万0.18%8,133 3,20064.9% $44.68万 加仓
ONEZ ELEVATION SERIES TRUST $111.60万0.18%40,450 19,78395.7% $54.58万 加仓
AMD ADVANCED MICRO DEVICES INC $110.78万0.17%1,907 -19-1.0% -$1.10万 减仓
GE GE AEROSPACE $109.69万0.17%2,935 1,739145.4% $64.99万 加仓
CVX CHEVRON CORPORATION $106.09万0.17%6,400 3,375111.6% $55.94万 加仓
HD HOME DEPOT INC $102.10万0.16%2,895 1,639130.5% $57.80万 加仓
CSCO CISCO SYS INC $98.98万0.16%8,427 2,74148.2% $32.20万 加仓
GS GOLDMAN SACHS GROUP INC $97.00万0.15%959 38767.7% $39.14万 加仓
COST COSTCO WHOLESALE CORPORATION $96.73万0.15%1,034 592133.9% $55.38万 加仓
APH AMPHENOL CORP $95.81万0.15%5,434 3,354161.2% $59.14万 加仓
KO COCA COLA CO $92.98万0.15%11,441 5,66598.1% $46.04万 加仓
ABBV ABBVIE INC $92.74万0.15%3,686 1,863102.2% $46.88万 加仓
BSCT INVESCO EXCH TRD SLF IDX FD $89.11万0.14%47,971 13,24238.1% $24.60万 加仓
HYS PIMCO ETF TR $87.52万0.14%9,359 2,38334.2% $22.29万 加仓
IBHF ISHARES TR $87.15万0.14%38,477 10,00535.1% $22.66万 加仓
MA MASTERCARD INCORPORATED $83.46万0.13%1,625 821102.1% $42.17万 加仓
MS MORGAN STANLEY $83.25万0.13%3,982 1,45257.4% $30.36万 加仓
ABT ABBOTT LABORATORIES $82.92万0.13%9,138 5,557155.2% $50.43万 加仓
PG PROCTER & GAMBLE CO $82.43万0.13%5,621 2,69792.2% $39.55万 加仓
MCD MCDONALDS CORP $78.81万0.12%2,916 1,18968.8% $32.14万 加仓
C CITIGROUP INC $78.51万0.12%5,610 2,54883.2% $35.66万 加仓
UNH UNITEDHEALTH GROUP INC $77.86万0.12%1,873 78672.3% $32.67万 加仓
MCO MOODYS CORP $77.45万0.12%1,710 858100.7% $38.86万 加仓
KLAC KLA CORP $76.69万0.12%2,542 2,542— $76.69万 新建仓
RTX RTX CORPORATION $76.28万0.12%4,020 2,552173.8% $48.42万 加仓
PH PARKER-HANNIFIN CORP $75.52万0.12%772 524211.3% $51.26万 加仓
SPG SIMON PPTY GROUP INC NEW $73.72万0.12%3,296 3,296— $73.72万 新建仓
UNP UNION PAC CORP $73.61万0.12%2,706 1,563136.7% $42.52万 加仓
TXN TEXAS INSTRS INC $72.31万0.11%2,426 1,11284.6% $33.15万 加仓
CSX CSX CORP $71.55万0.11%15,054 15,054— $71.55万 新建仓
LIN LINDE PLC $70.74万0.11%1,363 67899.0% $35.19万 加仓
— AIM ETF PRODUCTS TRUST $70.29万0.11%18,600 18,600— $70.29万 新建仓
NFLX NETFLIX INC. $69.69万0.11%9,760 6,378188.6% $45.54万 加仓
PM PHILIP MORRIS INTL INC $69.64万0.11%3,849 1,990107.0% $36.00万 加仓
NEE NEXTERA ENERGY INC $66.50万0.10%7,576 5,035198.2% $44.19万 加仓
PEP PEPSICO INC $65.74万0.10%4,855 1,97568.6% $26.74万 加仓
WFC WELLS FARGO & CO $65.36万0.10%7,909 3,68487.2% $30.45万 加仓
MRK MERCK & CO INC $64.82万0.10%5,044 2,41091.5% $30.97万 加仓
BLK BLACKROCK INC $64.34万0.10%669 23754.9% $22.79万 加仓
PNC PNC FINL SVCS GROUP INC $63.54万0.10%2,580 1,17583.6% $28.94万 加仓
UPS UNITED PARCEL SVCS INC $63.51万0.10%5,908 3,598155.8% $38.68万 加仓
TMO THERMO FISHER SCIENTIFIC INC $61.02万0.10%1,217 57288.7% $28.68万 加仓
TJX TJX COS INC NEW $60.71万0.10%4,007 2,327138.5% $35.26万 重新持有
COP CONOCOPHILLIPS $60.60万0.10%5,829 5,829— $60.60万 新建仓
VOO VANGUARD INDEX FDS $60.03万0.09%874 18727.2% $12.84万 加仓
LOW LOWES COS INC $59.71万0.09%2,708 1,439113.4% $31.73万 加仓
BILZ PIMCO ETF TR $59.65万0.09%5,910 94319.0% $9.52万 重新持有
DIS DISNEY WALT CO $58.24万0.09%6,051 2,94194.6% $28.31万 加仓
ADI ANALOG DEVICES INC $58.23万0.09%1,466 1,466— $58.23万 新建仓
GILD GILEAD SCIENCES INC $57.26万0.09%4,532 3,034202.5% $38.33万 加仓
ISRG INTUITIVE SURGICAL INC $55.32万0.09%1,391 917193.5% $36.47万 加仓
AXP AMERICAN EXPRESS CO $54.02万0.09%1,597 50946.8% $17.22万 加仓
ETN EATON CORP PLC $52.54万0.08%1,233 1,233— $52.54万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $52.04万0.08%1,850 52239.3% $14.68万 加仓
SPGI S&P GLOBAL INC $49.32万0.08%1,211 39648.6% $16.13万 加仓
PLTR PALANTIR TECHNOLOGIES INC $49.02万0.08%4,202 1,53957.8% $17.96万 加仓
CTAS CINTAS CORP $48.57万0.08%2,856 2,856— $48.57万 新建仓
TMUS T-MOBILE US INC $47.35万0.07%2,823 1,557123.0% $26.12万 加仓
VZ VERIZON COMMUNICATIONS INC $47.31万0.07%11,175 5,19486.8% $21.99万 重新持有
T AT&T INC $46.48万0.07%22,456 13,431148.8% $27.80万 加仓
ORCL ORACLE CORP $45.84万0.07%3,128 96944.9% $14.20万 加仓
ICE INTERCONTINENTAL EXCHANGE IN $44.45万0.07%3,611 3,611— $44.45万 新建仓
GEV GE VERNOVA INC $43.59万0.07%371 371— $43.59万 新建仓