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RETIREMENT GUYS FORMULA LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

RETIREMENT GUYS FORMULA LLC

报告期 2026-03-31 · CIK 0001933059

持仓数

154

前50大市值合计

$145.9M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$12.1M

239,599

8.3%

HEGD LISTED FDS TR

SWAN HEDGED EQTY

$7.1M

289,135

4.9%

QQQ INVESCO QQQ TR

UNIT SER 1

$5.2M

8,938

3.5%

AAPL APPLE INC

COM

$4.6M

18,206

3.2%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$4.5M

79,464

3.1%

VO VANGUARD INDEX FDS

MID CAP ETF

$4.3M

14,962

2.9%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$3.9M

48,217

2.7%

JNJ JOHNSON & JOHNSON

COM

$3.9M

15,755

2.6%

JEPQ J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM

$3.8M

67,671

2.6%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$3.7M

5,682

2.5%

JIVE J P MORGAN EXCHANGE TRADED F

JPMORGAN INTL VL

$3.7M

43,072

2.5%

KNG FIRST TR EXCHANGE-TRADED FD

FT VEST S&P 500

$3.7M

75,392

2.5%

WMT WALMART INC

COM

$3.3M

26,483

2.3%

FVD FIRST TR EXCHANGE-TRADED FD

SHS

$3.1M

65,819

2.1%

PEP PEPSICO INC

COM

$3.0M

19,543

2.1%

COR CENCORA INC

COM

$3.0M

9,516

2.0%

LLY ELI LILLY & CO

COM

$3.0M

3,230

2.0%

GILD GILEAD SCIENCES INC

COM

$2.9M

21,123

2.0%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$2.9M

38,140

2.0%

NFLX NETFLIX INC.

COM

$2.8M

29,593

1.9%

NVDA NVIDIA CORPORATION

COM

$2.7M

15,235

1.8%

AMZN AMAZON COM INC

COM

$2.5M

12,185

1.7%

EOG EOG RES INC

COM

$2.4M

16,723

1.7%

XLP SELECT SECTOR SPDR TR

STATE STREET CON

$2.4M

29,028

1.6%

GOOG ALPHABET INC

CAP STK CL C

$2.3M

8,144

1.6%

CTA SIMPLIFY EXCHANGE TRADED FUN

MANAGED FUTURES

$2.2M

73,966

1.5%

MRK MERCK & CO INC

COM

$2.2M

18,323

1.5%

AAAU GOLDMAN SACHS PHYSICAL GOLD

UNIT

$2.2M

46,772

1.5%

GEV GE VERNOVA INC

COM

$2.1M

2,448

1.5%

AMAT APPLIED MATLS INC

COM

$2.1M

6,250

1.5%

TJX TJX COS INC NEW

COM

$2.1M

13,371

1.5%

MSFT MICROSOFT CORP

COM

$2.0M

5,533

1.4%

META META PLATFORMS INC

CL A

$2.0M

3,574

1.4%

CBOE CBOE GLOBAL MKTS INC

COM

$2.0M

7,218

1.4%

PANW PALO ALTO NETWORKS INC

COM

$2.0M

12,262

1.3%

PAUG INNOVATOR ETFS TRUST

US EQTY PWR BF

$2.0M

45,705

1.3%

IJR ISHARES TR

CORE S&P SCP ETF

$2.0M

15,770

1.3%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$1.9M

66,915

1.3%

CMI CUMMINS INC

COM

$1.9M

3,615

1.3%

NOW SERVICENOW INC

COM

$1.9M

18,467

1.3%

GD GENERAL DYNAMICS CORP

COM

$1.9M

5,596

1.3%

AVGO BROADCOM INC

COM

$1.9M

6,047

1.3%

VUG VANGUARD INDEX FDS

GROWTH ETF

$1.9M

4,518

1.3%

V VISA INC

COM CL A

$1.8M

6,118

1.3%

HD HOME DEPOT INC

COM

$1.8M

5,594

1.3%

ANET ARISTA NETWORKS INC

COM SHS

$1.8M

14,888

1.3%

NEM NEWMONT CORP

COM

$1.8M

16,576

1.2%

CAT CATERPILLAR INC

COM

$1.8M

2,522

1.2%

VB VANGUARD INDEX FDS

SMALL CP ETF

$1.8M

6,730

1.2%

PDEC INNOVATOR ETFS TRUST

US EQTY PWR BUF

$1.8M

41,353

1.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

26%前 6 大占比

JPST8.3%HEGD4.9%QQQ3.5%AAPL3.2%JEPI3.1%VO2.9%