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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 123 项
建仓 12
增持 59
减持 47
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SCHV
SCHWAB STRATEGIC TR
+$9.7M
142,005
+4216%
增持
PSFF
PACER FDS TR
+$7.6M
595,504
+85%
清仓
NAPR
INNOVATOR ETFS TR
-$6.9M
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。
建仓
SCHA
SCHWAB STRATEGIC TR
+$6.6M
139,443
建仓
GMF
SPDR INDEX SHS FDS
+$4.3M
42,804
建仓
FEZ
SPDR INDEX SHS FDS
+$4.3M
90,331
清仓
BCD
ABRDN ETFS
-$2.3M
0
-100%
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$2.2M
106,546
建仓
IFRA
ISHARES TR
+$2.1M
52,682
建仓
ARKK
ARK ETF TR
+$1.1M
20,188
增持
DFLV
DIMENSIONAL ETF TRUST
+$959.7K
112,005
+34%
增持
DGRW
WISDOMTREE TR
+$944.9K
43,538
+31%
增持
DFAU
DIMENSIONAL ETF TRUST
+$944.8K
98,428
+27%
减持
SCHG
SCHWAB STRATEGIC TR
-$783.6K
125,971
-18%
增持
DFGR
DIMENSIONAL ETF TRUST
+$763.8K
77,907
+39%
增持
DFAS
DIMENSIONAL ETF TRUST
+$710.6K
36,128
+31%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$704.3K
123,216
+9%
增持
VGT
VANGUARD WORLD FDS
+$671.4K
5,045
+18%
增持
DFAI
DIMENSIONAL ETF TRUST
+$644.4K
73,625
+31%
增持
AAPL
APPLE INC
+$563.0K
20,816
+3%
建仓
MCD
MCDONALDS CORP
+$562.5K
1,897
清仓
DFNM
DIMENSIONAL ETF TRUST
-$425.7K
0
-100%
增持
AVGO
BROADCOM INC
+$390.4K
1,115
+8%
增持
NFLX
NETFLIX INC
+$371.0K
2,818
+6%
增持
DFAE
DIMENSIONAL ETF TRUST
+$309.9K
42,052
+35%
增持
DISV
DIMENSIONAL ETF TRUST
+$304.5K
39,499
+32%
增持
META
META PLATFORMS INC
+$301.9K
3,650
+11%
增持
VDC
VANGUARD WORLD FDS
+$300.5K
5,104
+38%
减持
NJAN
INNOVATOR ETFS TR
-$285.4K
56,932
-13%
增持
AMAT
APPLIED MATLS INC
+$272.7K
6,809
+13%
增持
KVUE
KENVUE INC
+$263.3K
45,783
+27%
增持
MSFT
MICROSOFT CORP
+$253.6K
3,642
+3%
增持
NUE
NUCOR CORP
+$249.4K
6,203
+17%
减持
COST
COSTCO WHSL CORP NEW
+$249.3K
2,625
-0%
建仓
—
TOPBUILD CORP
+$242.1K
647
增持
—
ACCENTURE PLC IRELAND
+$235.8K
3,196
+11%
建仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$234.1K
10,121
增持
CAT
CATERPILLAR INC
+$228.9K
3,825
+16%
清仓
TIP
ISHARES TR
-$225.1K
0
-100%
减持
FV
FIRST TR EXCHANGE-TRADED FD
+$215.3K
45,002
-5%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$214.6K
2,670
+7%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$214.2K
10,472
减持
—
ARISTA NETWORKS INC
+$213.9K
5,192
-5%
建仓
VB
VANGUARD INDEX FDS
+$211.9K
993
增持
V
VISA INC
+$208.4K
4,306
+9%
减持
FYX
FIRST TR SML CP CORE ALPHA F
+$206.8K
25,406
-3%
减持
VO
VANGUARD INDEX FDS
+$206.5K
13,069
-4%
增持
DE
DEERE & CO
+$205.0K
2,546
+18%
清仓
BSV
VANGUARD BD INDEX FDS
-$203.6K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$197.6K
3,074
+4%
增持
NKE
NIKE INC
+$190.6K
9,028
+9%
增持
MA
MASTERCARD INCORPORATED
+$188.6K
2,718
+11%
增持
COR
CENCORA INC
+$181.5K
5,088
+6%
增持
GOOG
ALPHABET INC
+$181.2K
7,945
+12%
增持
ON
ON SEMICONDUCTOR CORP
+$171.5K
11,421
+36%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$171.0K
6,350
-37%
增持
ELV
ELEVANCE HEALTH INC
+$168.7K
2,115
+11%
增持
QQQ
INVESCO QQQ TR
+$168.7K
1,726
+15%
增持
LMT
LOCKHEED MARTIN CORP
+$160.0K
2,174
+8%
增持
MRK
MERCK & CO INC
+$156.9K
9,479
+11%
增持
DG
DOLLAR GEN CORP NEW
+$149.1K
3,591
+12%
减持
JPXN
ISHARES TR
-$138.1K
31,595
-12%
增持
TJX
TJX COS INC NEW
+$131.3K
11,362
+8%
减持
VIGI
VANGUARD WHITEHALL FDS
+$130.8K
48,184
-7%
减持
AGG
ISHARES TR
-$115.2K
15,438
-12%
减持
HAL
HALLIBURTON CO
-$102.5K
11,844
-10%
减持
AMZN
AMAZON COM INC
+$96.9K
5,896
-6%
增持
UNH
UNITEDHEALTH GROUP INC
+$94.1K
1,983
+5%
减持
SIXJ
AIM ETF PRODUCTS TRUST
-$91.3K
73,473
-12%
减持
SCHE
SCHWAB STRATEGIC TR
-$90.7K
122,152
-6%
增持
EOG
EOG RES INC
+$87.8K
8,072
+15%
减持
DINO
HF SINCLAIR CORP
-$76.5K
8,251
-12%
增持
DTE
DTE ENERGY CO
+$73.4K
2,817
+18%
增持
EL
LAUDER ESTEE COS INC
+$70.6K
3,389
+15%
减持
HEGD
LISTED FD TR
+$69.7K
371,006
-6%
增持
SCHZ
SCHWAB STRATEGIC TR
+$65.8K
11,672
+8%
增持
CLX
CLOROX CO DEL
+$65.2K
3,523
+6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$63.4K
17,585
+22%
增持
SJM
SMUCKER J M CO
+$63.0K
4,036
+11%
增持
VLO
VALERO ENERGY CORP
+$60.1K
7,755
+16%
减持
WMT
WALMART INC
-$60.0K
3,127
-10%
减持
ANGL
VANECK ETF TRUST
-$54.9K
55,787
-9%
减持
SCHD
SCHWAB STRATEGIC TR
+$53.1K
15,390
-3%
增持
—
EXXON MOBIL CORP
-$52.3K
9,834
+12%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$47.0K
72,372
-6%
减持
XLP
SELECT SECTOR SPDR TR
-$44.1K
34,397
-6%
减持
SYY
SYSCO CORP
+$42.9K
6,612
-1%
减持
SHEL
SHELL PLC
-$41.6K
6,955
-13%
增持
NVDA
NVIDIA CORPORATION
+$39.9K
568
+2%
增持
TSLA
TESLA INC
+$38.2K
1,068
+18%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$36.6K
1,618
-8%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$33.0K
5,698
-14%
减持
SCHX
SCHWAB STRATEGIC TR
+$27.4K
8,278
-5%
减持
MO
ALTRIA GROUP INC
-$26.5K
13,002
-1%
减持
KHC
KRAFT HEINZ CO
+$26.1K
13,608
-4%
减持
IPAR
INTER PARFUMS INC
+$25.4K
4,334
-3%
减持
CVS
CVS HEALTH CORP
+$22.2K
6,593
-8%
增持
CAG
CONAGRA BRANDS INC
+$21.6K
16,641
+0%
减持
KDP
KEURIG DR PEPPER INC
+$21.1K
14,570
-1%
增持
—
KELLANOVA
+$20.5K
8,564
+11%
减持
STZ
CONSTELLATION BRANDS INC
-$20.3K
2,010
-0%
减持
KMB
KIMBERLY-CLARK CORP
-$19.0K
3,819
-4%
减持
KR
KROGER CO
-$18.0K
10,178
-6%
增持
BF/B
BROWN FORMAN CORP
+$17.9K
7,819
+5%
减持
MDLZ
MONDELEZ INTL INC
+$16.1K
6,840
-1%
增持
XLE
SELECT SECTOR SPDR TR
-$15.6K
2,686
+1%
减持
TSN
TYSON FOODS INC
+$14.1K
9,339
-3%
减持
FGD
FIRST TR EXCHANGE TRADED FD
+$14.1K
16,690
-4%
增持
GALT
GALECTIN THERAPEUTICS INC
+$13.6K
21,500
+87%
减持
KO
COCA COLA CO
+$12.7K
10,295
-3%
减持
PG
PROCTER AND GAMBLE CO
-$11.8K
5,021
-2%
减持
QYLD
GLOBAL X FDS
+$9.2K
16,284
-0%
建仓
—
WORKHORSE GROUP INC
+$8.9K
24,850
增持
ADM
ARCHER DANIELS MIDLAND CO
-$8.4K
6,354
+3%
减持
PEP
PEPSICO INC
-$7.7K
2,954
-2%
增持
—
UNILEVER PLC
-$7.6K
9,488
+0%
减持
CPB
CAMPBELL SOUP CO
+$5.0K
10,658
-4%
增持
IRT
INDEPENDENCE RLTY TR INC
+$4.9K
14,751
+0%
减持
T
AT&T INC
-$3.0K
38,735
-11%
减持
GIS
GENERAL MLS INC
+$2.9K
7,142
-1%
减持
CL
COLGATE PALMOLIVE CO
-$2.6K
6,360
-11%
增持
TAP
MOLSON COORS BEVERAGE CO
+$1.8K
8,269
+4%
减持
ANDE
ANDERSONS INC
+$1.0K
10,293
-10%
