Global Retirement Partners, LLC 13F 持仓 · 2026年Q2
Global Retirement Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 4,500 只证券，申报市值合计 65.39 亿美元。前几大持仓：SPYM（3.54%）、AAPL（2.57%）、NVDA（2.37%）。本季前 25 大持仓中：新建仓 1 只、增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $231.3M | 3.54% | 2.6M | 增持 |
| 2 | AAPL | APPLE INC | $168.0M | 2.57% | 580,699 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $154.9M | 2.37% | 774,743 | 增持 |
| 4 | IVV | ISHARES TR | $152.2M | 2.33% | 203,286 | 增持 |
| 5 | AJG | GALLAGHER ARTHUR J & CO | $101.3M | 1.55% | 441,225 | 减持 |
| 6 | QQQ | INVESCO QQQ TR | $93.2M | 1.42% | 126,502 | 新建仓 |
| 7 | MSFT | MICROSOFT CORP | $90.3M | 1.38% | 242,026 | 增持 |
| 8 | AMZN | AMAZON COM INC | $77.3M | 1.18% | 324,127 | 增持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $75.2M | 1.15% | 100,663 | 增持 |
| 10 | GOOGL | ALPHABET INC | $73.0M | 1.12% | 204,354 | 增持 |
| 11 | IJR | ISHARES TR | $65.4M | 1.00% | 440,895 | 增持 |
| 12 | SPDW | SPDR INDEX SHS FDS | $60.1M | 0.92% | 1.2M | 增持 |
| 13 | AVGO | BROADCOM INC | $56.5M | 0.86% | 149,464 | 增持 |
| 14 | TSLA | TESLA INC | $56.0M | 0.86% | 133,093 | 增持 |
| 15 | IJH | ISHARES TR | $52.3M | 0.80% | 677,768 | 增持 |
| 16 | IWY | ISHARES TR | $50.1M | 0.77% | 172,371 | 增持 |
| 17 | VOO | VANGUARD INDEX FDS | $50.6M | 0.77% | 73,634 | 减持 |
| 18 | AGG | ISHARES TR | $48.8M | 0.75% | 492,742 | 增持 |
| 19 | MU | MICRON TECHNOLOGY INC | $46.6M | 0.71% | 40,392 | 增持 |
| 20 | VUG | VANGUARD INDEX FDS | $46.1M | 0.70% | 535,081 | 增持 |
| 21 | VTV | VANGUARD INDEX FDS | $45.3M | 0.69% | 207,880 | 减持 |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $44.6M | 0.68% | 625,958 | 减持 |
| 23 | SHV | ISHARES TR | $42.6M | 0.65% | 386,432 | 减持 |
| 24 | CGGR | CAPITAL GROUP GROWTH ETF | $41.8M | 0.64% | 885,322 | 增持 |
| 25 | GOOG | ALPHABET INC | $41.5M | 0.64% | 117,547 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR