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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 123 项
建仓 6
增持 64
减持 47
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
SCHV
SCHWAB STRATEGIC TR
+$10.0M
152,752
+4452%
建仓
NAPR
INNOVATOR ETFS TR
+$7.1M
169,232
减持
DMAY
FIRST TR EXCHNG TRADED FD VI
-$7.0M
64,714
-77%
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。
建仓
SCHA
SCHWAB STRATEGIC TR
+$6.8M
155,304
增持
SCHG
SCHWAB STRATEGIC TR
+$6.7M
142,872
+131%
增持
GMF
SPDR INDEX SHS FDS
+$3.0M
44,172
+221%
清仓
LQDI
ISHARES U S ETF TR
-$2.4M
0
-100%
建仓
IFRA
ISHARES TR
+$2.2M
57,150
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$991.5K
97,927
+21%
建仓
ARKK
ARK ETF TR
+$892.8K
20,227
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$577.1K
0
-100%
增持
HAL
HALLIBURTON CO
+$574.7K
34,687
+93%
建仓
DG
DOLLAR GEN CORP NEW
+$425.8K
2,508
清仓
BSV
VANGUARD BD INDEX FDS
-$350.6K
0
-100%
增持
DINO
HF SINCLAIR CORP
+$336.6K
12,414
+177%
增持
DFAU
DIMENSIONAL ETF TRUST
+$336.5K
83,308
+7%
增持
VGT
VANGUARD WORLD FDS
+$334.2K
4,658
+4%
清仓
MINT
PIMCO ETF TR
-$318.2K
0
-100%
增持
DGRW
WISDOMTREE TR
+$315.5K
35,614
+8%
建仓
IRT
INDEPENDENCE RLTY TR INC
+$303.6K
16,663
减持
AAPL
APPLE INC
+$264.2K
13,812
-6%
增持
DFLV
DIMENSIONAL ETF TRUST
+$255.4K
88,659
+9%
增持
V
VISA INC
+$251.8K
3,033
+46%
清仓
DNOV
FIRST TR EXCHNG TRADED FD VI
-$229.8K
0
-100%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$219.0K
47,589
-12%
减持
VIGI
VANGUARD WHITEHALL FDS
-$217.5K
52,941
-7%
增持
AGG
ISHARES TR
+$208.4K
18,218
+15%
增持
ANGL
VANECK ETF TRUST
+$207.6K
65,098
+14%
增持
SHEL
SHELL PLC
+$201.3K
18,105
+22%
增持
SCHE
SCHWAB STRATEGIC TR
+$188.7K
132,765
+6%
增持
DFAS
DIMENSIONAL ETF TRUST
+$179.3K
29,212
+8%
减持
HEGD
LISTED FD TR
+$166.9K
410,259
-3%
增持
COP
CONOCOPHILLIPS
+$164.8K
6,154
+29%
减持
VO
VANGUARD INDEX FDS
-$151.6K
14,032
-9%
减持
BMAY
INNOVATOR ETFS TR
-$150.0K
13,061
-30%
减持
NVDA
NVIDIA CORPORATION
-$140.0K
570
-58%
增持
TSN
TYSON FOODS INC
+$139.9K
22,205
+33%
减持
FYX
FIRST TR SML CP CORE ALPHA F
-$130.5K
27,817
-7%
增持
DFAI
DIMENSIONAL ETF TRUST
+$124.0K
59,532
+7%
增持
HD
HOME DEPOT INC
+$120.6K
2,330
+14%
增持
PAPR
INNOVATOR ETFS TR
+$119.6K
11,693
+42%
增持
DFGR
DIMENSIONAL ETF TRUST
+$115.8K
59,286
+9%
增持
SYY
SYSCO CORP
+$114.9K
6,283
+38%
增持
HUM
HUMANA INC
+$112.8K
1,376
+33%
减持
UMAY
INNOVATOR ETFS TR
-$112.1K
13,657
-26%
增持
SCHW
SCHWAB CHARLES CORP
+$110.8K
12,049
+10%
增持
JNJ
JOHNSON & JOHNSON
+$107.5K
4,070
+11%
减持
COR
AMERISOURCEBERGEN CORP
+$104.5K
3,553
-2%
增持
PFE
PFIZER INC
+$103.8K
17,507
+33%
增持
NUE
NUCOR CORP
+$103.5K
4,437
+10%
减持
FEZ
SPDR INDEX SHS FDS
-$103.3K
98,286
-5%
减持
META
META PLATFORMS INC
-$101.5K
2,793
-34%
清仓
—
HANESBRANDS INC
-$98.3K
0
-100%
增持
KDP
KEURIG DR PEPPER INC
+$93.6K
14,264
+43%
减持
COST
COSTCO WHSL CORP NEW
+$89.3K
2,290
-1%
增持
CVS
CVS HEALTH CORP
+$87.4K
6,966
+31%
减持
PMAY
INNOVATOR ETFS TR
-$77.0K
27,654
-12%
减持
NJAN
INNOVATOR ETFS TR
+$75.6K
67,844
-3%
增持
NWL
NEWELL BRANDS INC
+$74.2K
56,679
+68%
减持
KLAC
KLA CORP
+$73.1K
1,441
-8%
增持
ABBV
ABBVIE INC
+$72.0K
4,809
+33%
增持
DFAE
DIMENSIONAL ETF TRUST
+$71.7K
32,996
+8%
增持
UNP
UNION PAC CORP
+$70.2K
3,249
+10%
增持
DE
DEERE & CO
+$69.4K
1,677
+13%
增持
MRK
MERCK & CO INC
+$69.1K
5,957
+3%
增持
—
BLACKROCK INC
+$67.6K
929
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$64.7K
3,616
-4%
增持
LMT
LOCKHEED MARTIN CORP
+$63.4K
1,414
+14%
增持
MA
MASTERCARD INCORPORATED
+$63.2K
1,906
+1%
增持
VDC
VANGUARD WORLD FDS
+$61.5K
3,901
+8%
增持
BF/B
BROWN FORMAN CORP
+$57.5K
7,534
+9%
减持
AMZN
AMAZON COM INC
+$56.5K
11,084
-18%
减持
SCHZ
SCHWAB STRATEGIC TR
-$55.4K
10,837
-9%
增持
GIS
GENERAL MLS INC
-$52.9K
6,171
+0%
减持
XLE
SELECT SECTOR SPDR TR
-$51.0K
2,647
-18%
减持
PSFF
PACER FDS TR
+$50.6K
304,650
-5%
减持
WMT
WALMART INC
+$48.4K
7,483
-2%
增持
DISV
DIMENSIONAL ETF TRUST
+$47.5K
32,016
+7%
增持
XLP
SELECT SECTOR SPDR TR
+$45.0K
37,828
+2%
增持
—
KELLOGG CO
+$44.8K
7,093
+10%
增持
MO
ALTRIA GROUP INC
+$44.8K
12,137
+7%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$41.6K
6,293
+16%
减持
ANDE
ANDERSONS INC
+$41.3K
11,180
-3%
减持
AVGO
BROADCOM INC
+$40.8K
838
-22%
减持
JPXN
ISHARES TR
-$39.2K
33,402
-7%
增持
PEP
PEPSICO INC
+$39.1K
6,223
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$38.4K
3,630
-5%
减持
STZ
CONSTELLATION BRANDS INC
+$35.4K
2,010
-1%
减持
PJUL
INNOVATOR ETFS TR
-$34.1K
7,163
-19%
增持
T
AT&T INC
-$32.5K
38,892
+15%
减持
DHI
D R HORTON INC
+$30.2K
5,657
-16%
减持
MSFT
MICROSOFT CORP
+$29.9K
2,807
-13%
减持
SCHX
SCHWAB STRATEGIC TR
-$29.4K
9,145
-13%
减持
QQQ
INVESCO QQQ TR
+$28.5K
1,474
-8%
减持
UJUL
INNOVATOR ETFS TR
-$26.6K
13,094
-12%
减持
FGD
FIRST TR EXCHANGE TRADED FD
-$26.5K
16,921
-4%
增持
CL
COLGATE PALMOLIVE CO
+$23.4K
6,554
+2%
增持
CAG
CONAGRA BRANDS INC
-$23.3K
14,484
+6%
减持
TAP
MOLSON COORS BEVERAGE CO
+$22.8K
7,509
-18%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$21.9K
6,196
+2%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$21.1K
114,203
+2%
增持
PG
PROCTER AND GAMBLE CO
+$20.5K
5,176
+1%
减持
CLX
CLOROX CO DEL
-$19.7K
2,986
-4%
减持
MDLZ
MONDELEZ INTL INC
-$19.6K
6,849
-8%
增持
CPB
CAMPBELL SOUP CO
-$12.9K
10,165
+17%
减持
KMB
KIMBERLY-CLARK CORP
+$12.9K
3,752
-0%
增持
KR
KROGER CO
-$12.3K
10,326
+2%
减持
TIP
ISHARES TR
-$11.8K
2,053
-3%
减持
—
UNILEVER PLC
-$11.4K
8,934
-3%
增持
QYLD
GLOBAL X FDS
+$11.3K
16,302
+1%
增持
KO
COCA COLA CO
+$9.8K
9,568
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$9.6K
1,386
+12%
减持
—
LAM RESEARCH CORP
-$8.4K
1,081
-18%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$7.7K
10,216
-1%
增持
UPS
UNITED PARCEL SERVICE INC
+$7.3K
3,879
+9%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$5.7K
78,988
-0%
增持
KHC
KRAFT HEINZ CO
-$4.4K
12,829
+8%
增持
IVT
INVENTRUST PPTYS CORP
-$4.0K
50,522
+17%
减持
AMAT
APPLIED MATLS INC
+$3.7K
4,886
-15%
减持
GOOG
ALPHABET INC
-$2.7K
5,702
-14%
增持
EL
LAUDER ESTEE COS INC
+$860
2,422
+26%
增持
SCHD
SCHWAB STRATEGIC TR
+$784
15,933
+1%
减持
TSLA
TESLA INC
+$654
925
-21%
