GLR Partners, LLC
COLUMBIA MD · SEC CIK 0002134831
$2.15亿2026Q2 申报市值
111持仓数
46.2%前十大占比 · 第一大 8.3%
17 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BIL 加仓+$274.29万
ANET 新建仓+$181.86万
COWZ 加仓+$131.24万
SPHQ 加仓+$97.49万
STATE STR SPDR S 新建仓+$82.14万
2026Q2 卖出最多 按季末市值估算
VRTX 清仓-$157.99万
PGEN 减仓-$154.97万
MPWR 清仓-$44.83万
VUG 减仓-$34.30万
HCA 清仓-$31.33万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $340.35万 | 1.58% | 17,010 | 108 | 0.6% | $2.16万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $355.89万 | 1.66% | 5,060 | 62 | 1.2% | $4.36万 | 加仓 |
| GOOGL | ALPHABET INC | $359.98万 | 1.68% | 10,073 | -90 | -0.9% | -$3.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $376.00万 | 1.75% | 10,080 | 301 | 3.1% | $11.23万 | 加仓 |
| GOOG | ALPHABET INC | $422.09万 | 1.97% | 11,946 | 523 | 4.6% | $18.48万 | 加仓 |
| MUB | ISHARES TR | $501.97万 | 2.34% | 46,643 | 3,718 | 8.7% | $40.01万 | 加仓 |
| KLAC | KLA CORP | $508.95万 | 2.37% | 16,869 | -251 | -1.5% | -$7.57万 | 减仓 |
| PTLC | PACER FDS TR | $554.16万 | 2.58% | 95,119 | 1,750 | 1.9% | $10.20万 | 加仓 |
| GLD | SPDR GOLD TR | $588.49万 | 2.74% | 15,975 | 1,078 | 7.2% | $39.71万 | 加仓 |
| AAPL | APPLE INC | $625.89万 | 2.91% | 21,630 | 84 | 0.4% | $2.43万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $642.74万 | 2.99% | 54,016 | 3,423 | 6.8% | $40.73万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $852.67万 | 3.97% | 94,636 | 10,820 | 12.9% | $97.49万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $960.57万 | 4.47% | 44,077 | -627 | -1.4% | -$13.66万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,186.53万 | 5.53% | 137,744 | -3,982 | -2.8% | -$34.30万 | 减仓 |
| QGRW | WISDOMTREE TR | $1,357.55万 | 6.32% | 205,596 | 8,383 | 4.3% | $55.35万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,373.35万 | 6.40% | 149,863 | 29,931 | 25.0% | $274.29万 | 加仓 |
| COWZ | PACER FDS TR | $1,773.75万 | 8.26% | 285,169 | 21,100 | 8.0% | $131.24万 | 加仓 |