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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
$145.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 118 项
建仓 8
增持 77
减持 30
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$3.4M
61,735
+489%
建仓
NJAN
INNOVATOR ETFS TR
+$2.6M
69,643
建仓
LQDI
ISHARES U S ETF TR
+$2.4M
89,920
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
QQQ
INVESCO QQQ TR
-$2.2M
1,608
-84%
建仓
SPY
SPDR S&P 500 ETF TR
+$1.6M
3,837
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$1.5M
112,275
+202%
建仓
GMF
SPDR INDEX SHS FDS
+$1.4M
13,762
增持
PSFF
PACER FDS TR
+$1.0M
320,386
+11%
增持
AAPL
APPLE INC
+$574.0K
14,645
+3%
建仓
SCHW
SCHWAB CHARLES CORP
+$572.2K
10,924
清仓
MCD
MCDONALDS CORP
-$518.8K
0
-100%
增持
DMAY
FIRST TR EXCHNG TRADED FD VI
+$493.8K
280,879
+1%
清仓
BTI
BRITISH AMERN TOB PLC
-$465.1K
0
-100%
增持
AMZN
AMAZON COM INC
+$342.5K
13,442
+8%
增持
SHEL
SHELL PLC
+$340.6K
14,805
+65%
减持
—
HANESBRANDS INC
-$337.9K
18,696
-73%
增持
HEGD
LISTED FD TR
+$319.1K
421,986
+2%
增持
VGT
VANGUARD WORLD FDS
+$304.1K
4,476
+1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$288.0K
56,906
+1%
减持
NVDA
NVIDIA CORPORATION
-$273.1K
1,372
-69%
减持
META
META PLATFORMS INC
+$265.5K
4,261
-20%
增持
HAL
HALLIBURTON CO
+$264.2K
18,002
+132%
建仓
TSLA
TESLA INC
+$241.5K
1,164
增持
MSFT
MICROSOFT CORP
+$224.9K
3,211
+10%
清仓
BOCT
INNOVATOR ETFS TR
-$217.7K
0
-100%
建仓
DINO
HF SINCLAIR CORP
+$217.2K
4,489
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$217.1K
81,076
+5%
增持
SCHE
SCHWAB STRATEGIC TR
+$208.8K
125,665
+4%
建仓
NFLX
NETFLIX INC
+$202.1K
585
减持
FEZ
SPDR INDEX SHS FDS
+$193.6K
102,950
-10%
增持
V
VISA INC
+$180.6K
2,078
+50%
减持
SCHV
SCHWAB STRATEGIC TR
-$179.8K
3,356
-45%
增持
DFAU
DIMENSIONAL ETF TRUST
+$174.0K
78,041
+2%
增持
COST
COSTCO WHSL CORP NEW
+$140.5K
2,302
+5%
增持
ANGL
VANECK ETF TRUST
+$139.3K
57,107
+6%
减持
—
LAM RESEARCH CORP
+$129.4K
1,326
-3%
增持
AGG
ISHARES TR
+$124.9K
15,817
+6%
增持
GOOG
ALPHABET INC
+$121.4K
6,658
+3%
减持
AMAT
APPLIED MATLS INC
+$115.3K
5,719
-5%
增持
DFAI
DIMENSIONAL ETF TRUST
+$110.8K
55,750
+0%
减持
VO
VANGUARD INDEX FDS
+$106.0K
15,366
-0%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$98.7K
78,992
+3%
增持
UPS
UNITED PARCEL SERVICE INC
+$90.8K
3,546
+3%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$89.5K
8,649
+6%
增持
DGRW
WISDOMTREE TR
+$86.2K
33,021
+1%
增持
WMT
WALMART INC
+$85.4K
7,649
+4%
增持
PEP
PEPSICO INC
+$82.0K
6,108
+7%
减持
JPXN
ISHARES TR
+$80.0K
35,795
-4%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$77.1K
5,447
-1%
减持
AVGO
BROADCOM INC
+$70.6K
1,069
-3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$68.2K
1,238
+6%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$67.6K
6,077
-11%
增持
MA
MASTERCARD INCORPORATED
+$66.5K
1,889
+6%
增持
CLX
CLOROX CO DEL
+$62.9K
3,125
+2%
增持
KR
KROGER CO
+$62.4K
10,080
+3%
增持
DISV
DIMENSIONAL ETF TRUST
+$59.9K
29,814
+2%
减持
BSV
VANGUARD BD INDEX FDS
-$58.1K
4,583
-16%
增持
KDP
KEURIG DR PEPPER INC
+$56.3K
9,989
+20%
增持
CVS
CVS HEALTH CORP
-$52.9K
5,305
+11%
减持
DHI
D R HORTON INC
+$52.3K
6,738
-1%
增持
ABBV
ABBVIE INC
+$51.9K
3,614
+11%
减持
FYX
FIRST TR SML CP CORE ALPHA F
+$48.3K
30,009
-1%
增持
JNJ
JOHNSON & JOHNSON
-$47.5K
3,653
+5%
增持
KLAC
KLA CORP
+$47.2K
1,568
+2%
减持
SCHD
SCHWAB STRATEGIC TR
-$46.9K
15,805
-1%
减持
SCHX
SCHWAB STRATEGIC TR
-$45.7K
10,508
-14%
增持
SYY
SYSCO CORP
+$44.1K
4,548
+13%
减持
DFAS
DIMENSIONAL ETF TRUST
+$41.6K
26,973
-0%
增持
FV
FIRST TR EXCHANGE-TRADED FD
-$38.4K
54,378
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$38.1K
3,784
+3%
增持
T
AT&T INC
+$37.7K
33,913
+1%
减持
DFAE
DIMENSIONAL ETF TRUST
+$32.4K
30,512
-0%
增持
COP
CONOCOPHILLIPS
-$31.0K
4,766
+12%
增持
GIS
GENERAL MLS INC
+$29.7K
6,157
+4%
增持
—
BLACKROCK INC
-$29.3K
858
+1%
减持
NUE
NUCOR CORP
+$28.0K
4,040
-11%
增持
MDLZ
MONDELEZ INTL INC
+$27.7K
7,446
+1%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$25.0K
10,334
-6%
增持
HD
HOME DEPOT INC
+$24.9K
2,043
+12%
减持
BMAY
INNOVATOR ETFS TR
+$22.7K
18,691
-0%
减持
DTE
DTE ENERGY CO
-$21.0K
2,423
-1%
增持
KO
COCA COLA CO
+$20.6K
9,130
+6%
增持
QYLD
GLOBAL X FDS
+$20.1K
16,215
+0%
增持
HUM
HUMANA INC
+$18.4K
1,035
+10%
增持
PFE
PFIZER INC
-$18.3K
13,194
+21%
增持
KHC
KRAFT HEINZ CO
-$17.7K
11,892
+1%
减持
MINT
PIMCO ETF TR
-$17.3K
3,206
-6%
增持
—
UNILEVER PLC
+$17.1K
9,188
+1%
增持
IVT
INVENTRUST PPTYS CORP
+$16.8K
43,164
+2%
减持
XLE
SELECT SECTOR SPDR TR
-$16.4K
3,209
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$14.1K
1,243
+5%
增持
DFGR
DIMENSIONAL ETF TRUST
+$13.5K
54,181
+0%
增持
DFLV
DIMENSIONAL ETF TRUST
+$12.5K
81,262
+0%
增持
TIP
ISHARES TR
+$11.3K
2,111
+1%
增持
UNP
UNION PAC CORP
+$11.2K
2,955
+5%
增持
VDC
VANGUARD WORLD FDS
+$10.2K
3,602
+0%
增持
PG
PROCTER AND GAMBLE CO
-$10.1K
5,144
+1%
增持
TAP
MOLSON COORS BEVERAGE CO
+$9.0K
9,124
+2%
增持
BF/B
BROWN FORMAN CORP
+$8.9K
6,934
+4%
增持
STZ
CONSTELLATION BRANDS INC
+$8.8K
2,034
+5%
增持
—
KELLOGG CO
-$8.7K
6,470
+4%
增持
XLP
SELECT SECTOR SPDR TR
+$8.3K
36,953
+0%
增持
KMB
KIMBERLY-CLARK CORP
+$8.1K
3,764
+3%
增持
CAG
CONAGRA BRANDS INC
-$8.1K
13,623
+1%
增持
FGD
FIRST TR EXCHANGE TRADED FD
+$7.8K
17,606
+1%
减持
SCHZ
SCHWAB STRATEGIC TR
+$7.0K
11,844
-1%
增持
TSN
TYSON FOODS INC
+$7.0K
16,747
+6%
减持
PMAY
INNOVATOR ETFS TR
-$5.7K
31,314
-3%
减持
ANDE
ANDERSONS INC
+$5.5K
11,488
-14%
增持
CPB
CAMPBELL SOUP CO
-$5.4K
8,686
+2%
增持
COR
AMERISOURCEBERGEN CORP
+$4.3K
3,618
+4%
增持
MRK
MERCK & CO INC
+$4.0K
5,811
+5%
减持
EL
LAUDER ESTEE COS INC
-$3.8K
1,926
-0%
增持
NWL
NEWELL BRANDS INC
+$3.5K
33,671
+6%
增持
CL
COLGATE PALMOLIVE CO
-$2.4K
6,407
+4%
增持
DE
DEERE & CO
+$2.4K
1,478
+4%
增持
SJM
SMUCKER J M CO
-$2.3K
3,277
+0%
增持
MO
ALTRIA GROUP INC
-$246
11,318
+2%
