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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 138 项
建仓 19
增持 48
减持 50
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
SCHV
SCHWAB STRATEGIC TR
-$10.0M
3,290
-98%
清仓
SCHA
SCHWAB STRATEGIC TR
-$6.8M
0
-100%
清仓
FEZ
SPDR INDEX SHS FDS
-$4.5M
0
-100%
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。
清仓
GMF
SPDR INDEX SHS FDS
-$4.4M
0
-100%
建仓
BCD
ABRDN ETFS
+$2.3M
69,933
清仓
IFRA
ISHARES TR
-$2.2M
0
-100%
清仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$2.2M
0
-100%
建仓
SIXJ
AIM ETF PRODUCTS TRUST
+$2.0M
83,191
减持
DMAY
FIRST TR EXCHNG TRADED FD VI
-$1.5M
21,761
-66%
建仓
—
EXXON MOBIL CORP
+$1.0M
8,807
建仓
—
ARISTA NETWORKS INC
+$1.0M
5,485
建仓
UNH
UNITEDHEALTH GROUP INC
+$949.9K
1,884
建仓
VLO
VALERO ENERGY CORP
+$948.0K
6,690
建仓
TJX
TJX COS INC NEW
+$934.6K
10,515
建仓
CAT
CATERPILLAR INC
+$902.0K
3,304
清仓
ARKK
ARK ETF TR
-$892.8K
0
-100%
建仓
EOG
EOG RES INC
+$888.5K
7,009
建仓
—
ACCENTURE PLC IRELAND
+$885.7K
2,884
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$871.8K
2,507
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$838.9K
14,454
建仓
ELV
ELEVANCE HEALTH INC
+$828.6K
1,903
建仓
NKE
NIKE INC
+$789.5K
8,257
建仓
ON
ON SEMICONDUCTOR CORP
+$782.5K
8,418
增持
AAPL
APPLE INC
+$765.6K
20,120
+46%
增持
NFLX
NETFLIX INC
+$743.3K
2,651
+353%
清仓
HD
HOME DEPOT INC
-$723.7K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$723.2K
0
-100%
建仓
KVUE
KENVUE INC
+$722.4K
35,976
清仓
KLAC
KLA CORP
-$699.0K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$695.3K
0
-100%
清仓
—
LAM RESEARCH CORP
-$694.6K
0
-100%
清仓
DHI
D R HORTON INC
-$688.4K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$683.0K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$673.7K
0
-100%
清仓
UNP
UNION PAC CORP
-$664.8K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$651.8K
113,332
+16%
清仓
ABBV
ABBVIE INC
-$648.0K
0
-100%
减持
AMZN
AMAZON COM INC
-$646.0K
6,285
-43%
减持
TSN
TYSON FOODS INC
-$645.4K
9,663
-56%
减持
PEP
PEPSICO INC
-$643.1K
3,007
-52%
清仓
PFE
PFIZER INC
-$642.2K
0
-100%
清仓
—
BLACKROCK INC
-$641.8K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$637.6K
0
-100%
减持
WMT
WALMART INC
-$623.3K
3,457
-54%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$619.3K
1,752
-52%
清仓
HUM
HUMANA INC
-$615.3K
0
-100%
减持
HAL
HALLIBURTON CO
-$613.7K
13,101
-62%
建仓
IPAR
INTER PARFUMS INC
+$598.8K
4,457
减持
SHEL
SHELL PLC
-$569.9K
7,988
-56%
增持
SCHG
SCHWAB STRATEGIC TR
+$526.0K
154,486
+8%
清仓
NWL
NEWELL BRANDS INC
-$493.1K
0
-100%
减持
HEGD
LISTED FD TR
-$419.3K
395,939
-3%
增持
PSFF
PACER FDS TR
+$384.5K
322,443
+6%
减持
SPY
SPDR S&P 500 ETF TR
-$345.9K
2,955
-19%
减持
VGT
VANGUARD WORLD FDS
-$289.0K
4,267
-8%
减持
XLP
SELECT SECTOR SPDR TR
-$283.9K
36,648
-3%
减持
VIGI
VANGUARD WHITEHALL FDS
-$283.1K
51,762
-2%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$278.3K
77,250
-2%
减持
DGRW
WISDOMTREE TR
-$259.1K
33,311
-6%
减持
VO
VANGUARD INDEX FDS
-$255.6K
13,608
-3%
减持
DFAU
DIMENSIONAL ETF TRUST
-$253.8K
77,726
-7%
增持
COST
COSTCO WHSL CORP NEW
+$250.3K
2,626
+15%
增持
GOOG
ALPHABET INC
+$248.7K
7,118
+25%
增持
MA
MASTERCARD INCORPORATED
+$221.2K
2,452
+29%
建仓
BSV
VANGUARD BD INDEX FDS
+$203.6K
2,708
增持
V
VISA INC
+$192.4K
3,968
+31%
增持
MRK
MERCK & CO INC
+$189.2K
8,514
+43%
增持
META
META PLATFORMS INC
+$188.6K
3,298
+18%
减持
DFGR
DIMENSIONAL ETF TRUST
-$185.7K
56,236
-5%
减持
DFLV
DIMENSIONAL ETF TRUST
-$181.9K
83,435
-6%
增持
COR
CENCORA INC
+$179.8K
4,798
+35%
增持
LMT
LOCKHEED MARTIN CORP
+$173.9K
2,018
+43%
减持
FYX
FIRST TR SML CP CORE ALPHA F
-$168.9K
26,276
-6%
减持
DFAI
DIMENSIONAL ETF TRUST
-$162.2K
56,078
-6%
增持
MSFT
MICROSOFT CORP
+$160.1K
3,534
+26%
减持
DFAS
DIMENSIONAL ETF TRUST
-$157.4K
27,498
-6%
减持
SCHE
SCHWAB STRATEGIC TR
-$151.1K
130,279
-2%
减持
ANGL
VANECK ETF TRUST
-$147.3K
61,361
-6%
减持
AGG
ISHARES TR
-$137.1K
17,518
-4%
增持
DE
DEERE & CO
+$133.5K
2,155
+29%
增持
AVGO
BROADCOM INC
+$128.0K
1,029
+23%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$127.8K
47,507
-0%
减持
NAPR
INNOVATOR ETFS TR
-$127.2K
165,666
-2%
增持
AMAT
APPLIED MATLS INC
+$124.7K
6,001
+23%
增持
NUE
NUCOR CORP
+$102.6K
5,310
+20%
增持
DG
DOLLAR GEN CORP NEW
-$86.7K
3,205
+28%
减持
VDC
VANGUARD WORLD FDS
-$84.4K
3,690
-5%
增持
JPXN
ISHARES TR
+$81.8K
35,713
+7%
增持
ANDE
ANDERSONS INC
+$75.3K
11,478
+3%
减持
BF/B
BROWN FORMAN CORP
-$74.5K
7,429
-1%
减持
DFAE
DIMENSIONAL ETF TRUST
-$70.1K
31,192
-5%
减持
IRT
INDEPENDENCE RLTY TR INC
-$67.9K
14,688
-12%
减持
PMAY
INNOVATOR ETFS TR
-$65.3K
25,752
-7%
减持
UMAY
INNOVATOR ETFS TR
-$57.2K
11,729
-14%
减持
NJAN
INNOVATOR ETFS TR
-$56.9K
65,525
-3%
增持
EL
LAUDER ESTEE COS INC
-$50.5K
2,941
+21%
减持
DISV
DIMENSIONAL ETF TRUST
-$43.1K
30,027
-6%
减持
DFNM
DIMENSIONAL ETF TRUST
-$41.0K
9,161
-7%
减持
SCHX
SCHWAB STRATEGIC TR
-$39.4K
8,686
-5%
减持
SCHD
SCHWAB STRATEGIC TR
-$38.5K
15,807
-1%
减持
PG
PROCTER AND GAMBLE CO
-$37.8K
5,125
-1%
增持
CLX
CLOROX CO DEL
-$37.7K
3,335
+12%
增持
SJM
SMUCKER J M CO
-$36.7K
3,638
+11%
增持
KMB
KIMBERLY-CLARK CORP
-$35.0K
3,997
+7%
增持
CAG
CONAGRA BRANDS INC
-$33.1K
16,605
+15%
增持
T
AT&T INC
+$32.6K
43,474
+12%
减持
DTE
DTE ENERGY CO
-$29.4K
2,389
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$25.9K
2,664
+1%
增持
SYY
SYSCO CORP
-$25.5K
6,671
+6%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$23.8K
6,642
+7%
建仓
GALT
GALECTIN THERAPEUTICS INC
+$22.1K
11,500
减持
SCHZ
SCHWAB STRATEGIC TR
-$21.9K
10,815
-0%
增持
KHC
KRAFT HEINZ CO
+$21.7K
14,184
+11%
增持
MDLZ
MONDELEZ INTL INC
-$20.2K
6,908
+1%
增持
—
KELLANOVA
-$19.8K
7,701
+9%
减持
DINO
HF SINCLAIR CORP
-$18.8K
9,398
-24%
增持
KDP
KEURIG DR PEPPER INC
+$18.3K
14,708
+3%
增持
KO
COCA COLA CO
+$17.8K
10,610
+11%
增持
CVS
CVS HEALTH CORP
+$16.8K
7,138
+2%
减持
QYLD
GLOBAL X FDS
-$16.2K
16,291
-0%
减持
TSLA
TESLA INC
-$14.9K
908
-2%
增持
STZ
CONSTELLATION BRANDS INC
+$11.5K
2,015
+0%
增持
GIS
GENERAL MLS INC
-$11.0K
7,225
+17%
增持
KRG
KITE RLTY GROUP TR
+$10.7K
11,903
+2%
增持
TAP
MOLSON COORS BEVERAGE CO
+$10.0K
7,931
+6%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$9.2K
10,115
-1%
增持
CPB
CAMPBELL SOUP CO
-$8.8K
11,096
+9%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$8.2K
6,196
-2%
增持
QQQ
INVESCO QQQ TR
-$6.5K
1,502
+2%
增持
FGD
FIRST TR EXCHANGE TRADED FD
-$5.3K
17,344
+2%
增持
CL
COLGATE PALMOLIVE CO
+$4.6K
7,165
+9%
增持
TIP
ISHARES TR
+$4.1K
2,170
+6%
减持
PAPR
INNOVATOR ETFS TR
-$3.9K
11,677
-0%
减持
IVT
INVENTRUST PPTYS CORP
-$2.8K
35,619
-29%
增持
KR
KROGER CO
-$2.1K
10,798
+5%
增持
—
UNILEVER PLC
+$1.9K
9,466
+6%
增持
MO
ALTRIA GROUP INC
+$1.2K
13,103
+8%
减持
NVDA
NVIDIA CORPORATION
+$298
555
-3%
