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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 148 项
建仓 26
增持 50
减持 42
清仓 30
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$2.8M
143,283
+14%
增持
QQQ
INVESCO QQQ TR
+$2.2M
6,637
+285%
减持
NJAN
INNOVATOR ETFS TRUST
-$2.1M
6,869
-88%
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
BND
VANGUARD BD INDEX FDS
+$1.9M
25,493
增持
PSFF
PACER FDS TR
+$1.8M
635,844
+7%
增持
PEP
PEPSICO INC
+$1.4M
11,127
+277%
增持
WMT
WALMART INC
+$1.4M
31,048
+893%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.3M
140,103
+14%
建仓
DHI
D R HORTON INC
+$1.3M
7,944
建仓
CPRT
COPART INC
+$1.3M
22,286
建仓
HD
HOME DEPOT INC
+$1.3M
3,319
建仓
—
NXP SEMICONDUCTORS N V
+$1.2M
4,890
建仓
PANW
PALO ALTO NETWORKS INC
+$1.2M
4,077
建仓
REGN
REGENERON PHARMACEUTICALS
+$1.1M
1,193
清仓
—
ACCENTURE PLC IRELAND
-$1.1M
0
-100%
清仓
MRK
MERCK & CO INC
-$1.0M
0
-100%
清仓
KVUE
KENVUE INC
-$985.7K
0
-100%
清仓
NKE
NIKE INC
-$980.2K
0
-100%
清仓
VDC
VANGUARD WORLD FDS
-$974.6K
0
-100%
减持
DFAU
DIMENSIONAL ETF TRUST
-$956.0K
63,403
-36%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$902.3K
0
-100%
增持
SCHV
SCHWAB STRATEGIC TR
+$890.0K
142,730
+1%
减持
DGRW
WISDOMTREE TR
-$879.0K
28,624
-34%
增持
UNH
UNITEDHEALTH GROUP INC
+$811.2K
3,750
+89%
减持
DFLV
DIMENSIONAL ETF TRUST
-$775.9K
75,153
-33%
建仓
CTAS
CINTAS CORP
+$742.7K
1,081
建仓
CVX
CHEVRON CORP NEW
+$732.7K
4,645
建仓
JNJ
JOHNSON & JOHNSON
+$687.5K
4,346
建仓
SO
SOUTHERN CO
+$684.6K
9,543
建仓
DUK
DUKE ENERGY CORP NEW
+$665.6K
6,883
建仓
WM
WASTE MGMT INC DEL
+$650.4K
3,051
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$643.5K
5,266
建仓
ECL
ECOLAB INC
+$639.6K
2,770
建仓
AEP
AMERICAN ELEC PWR CO INC
+$629.1K
7,307
建仓
HSY
HERSHEY CO
+$624.6K
3,212
清仓
IPAR
INTER PARFUMS INC
-$624.1K
0
-100%
建仓
YUM
YUM BRANDS INC
+$620.4K
4,475
增持
DTE
DTE ENERGY CO
+$620.0K
8,299
+195%
清仓
ANDE
ANDERSONS INC
-$592.3K
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$577.1K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
+$565.4K
145,262
+4%
建仓
ZTS
ZOETIS INC
+$554.0K
3,274
增持
MSFT
MICROSOFT CORP
+$537.9K
4,534
+24%
清仓
CVS
CVS HEALTH CORP
-$520.6K
0
-100%
清仓
SJM
SMUCKER J M CO
-$510.1K
0
-100%
清仓
TAP
MOLSON COORS BEVERAGE CO
-$506.2K
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$503.2K
0
-100%
清仓
TSN
TYSON FOODS INC
-$502.0K
0
-100%
清仓
EL
LAUDER ESTEE COS INC
-$495.6K
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$488.2K
0
-100%
清仓
STZ
CONSTELLATION BRANDS INC
-$486.0K
0
-100%
清仓
KDP
KEURIG DR PEPPER INC
-$485.5K
0
-100%
清仓
SYY
SYSCO CORP
-$483.5K
0
-100%
清仓
—
KELLANOVA
-$478.8K
0
-100%
清仓
CAG
CONAGRA BRANDS INC
-$476.9K
0
-100%
建仓
WELL
WELLTOWER INC
+$475.4K
5,087
增持
AAPL
APPLE INC
+$473.9K
26,135
+26%
减持
T
AT&T INC
-$471.8K
10,125
-74%
清仓
CPB
CAMPBELL SOUP CO
-$460.8K
0
-100%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$458.9K
0
-100%
清仓
DINO
HF SINCLAIR CORP
-$458.5K
0
-100%
清仓
BF/B
BROWN FORMAN CORP
-$446.5K
0
-100%
减持
AMZN
AMAZON COM INC
-$436.4K
2,547
-57%
减持
META
META PLATFORMS INC
+$431.1K
3,549
-3%
清仓
HAL
HALLIBURTON CO
-$428.1K
0
-100%
清仓
SHEL
SHELL PLC
-$427.1K
0
-100%
增持
VLO
VALERO ENERGY CORP
+$423.7K
8,389
+8%
减持
FEZ
SPDR INDEX SHS FDS
+$391.7K
89,636
-1%
增持
EOG
EOG RES INC
+$389.0K
10,680
+32%
减持
TJX
TJX COS INC NEW
-$375.8K
6,804
-40%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$358.2K
115,301
+8%
增持
DE
DEERE & CO
+$325.3K
3,271
+28%
建仓
OC
OWENS CORNING NEW
+$324.5K
1,946
建仓
ABBV
ABBVIE INC
+$300.9K
1,652
增持
GOOG
ALPHABET INC
+$297.9K
9,310
+17%
增持
IFRA
ISHARES TR
+$294.3K
55,714
+6%
增持
LMT
LOCKHEED MARTIN CORP
+$287.5K
2,798
+29%
增持
KR
KROGER CO
+$266.0K
12,799
+26%
清仓
TSLA
TESLA INC
-$265.4K
0
-100%
建仓
VTV
VANGUARD INDEX FDS
+$263.9K
1,620
增持
GIS
GENERAL MLS INC
+$253.0K
10,265
+44%
建仓
MGK
VANGUARD WORLD FD
+$248.7K
868
减持
ARKK
ARK ETF TR
-$248.3K
16,153
-20%
增持
MO
ALTRIA GROUP INC
+$247.9K
17,708
+36%
增持
ELV
ELEVANCE HEALTH INC
+$247.7K
2,401
+14%
建仓
VXUS
VANGUARD STAR FDS
+$226.8K
3,761
增持
PG
PROCTER AND GAMBLE CO
+$224.3K
5,917
+18%
增持
KMB
KIMBERLY-CLARK CORP
+$216.1K
5,258
+38%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$214.2K
0
-100%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$212.1K
36,830
-18%
建仓
MPC
MARATHON PETE CORP
+$211.6K
1,050
减持
FYX
FIRST TR SML CP CORE ALPHA F
-$210.8K
22,687
-11%
减持
—
EXXON MOBIL CORP
-$198.7K
6,748
-31%
增持
COR
CENCORA INC
+$196.1K
5,108
+0%
增持
COST
COSTCO WHSL CORP NEW
+$195.7K
2,632
+0%
增持
GMF
SPDR INDEX SHS FDS
+$193.9K
43,593
+2%
减持
NFLX
NETFLIX INC
+$192.5K
2,576
-9%
减持
CAT
CATERPILLAR INC
+$187.6K
3,598
-6%
增持
NUE
NUCOR CORP
+$183.2K
6,381
+3%
减持
HEGD
LISTED FD TR
+$177.8K
357,932
-4%
减持
NVDA
NVIDIA CORPORATION
+$174.1K
504
-11%
增持
—
UNILEVER PLC
+$173.0K
12,611
+33%
增持
MA
MASTERCARD INCORPORATED
+$166.6K
2,753
+1%
减持
JPXN
ISHARES TR
+$166.3K
30,871
-2%
增持
KO
COCA COLA CO
+$165.0K
12,612
+23%
增持
ON
ON SEMICONDUCTOR CORP
+$161.8K
15,171
+33%
增持
CL
COLGATE PALMOLIVE CO
+$154.1K
7,340
+15%
增持
V
VISA INC
+$142.7K
4,528
+5%
减持
AMAT
APPLIED MATLS INC
+$140.8K
6,034
-11%
减持
VIGI
VANGUARD WHITEHALL FDS
-$136.5K
45,215
-6%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$135.0K
2,922
+9%
增持
VB
VANGUARD INDEX FDS
+$131.1K
1,501
+51%
增持
MCD
MCDONALDS CORP
+$126.7K
2,445
+29%
减持
VGT
VANGUARD WORLD FD
-$123.2K
4,422
-12%
增持
CLX
CLOROX CO DEL
+$119.4K
4,061
+15%
增持
AGG
ISHARES TR
+$117.7K
16,846
+9%
减持
SPY
SPDR S&P 500 ETF TR
-$109.8K
2,583
-16%
增持
MDLZ
MONDELEZ INTL INC
+$107.7K
8,617
+26%
增持
SCHD
SCHWAB STRATEGIC TR
+$80.6K
15,531
+1%
清仓
IVT
INVENTRUST PPTYS CORP
-$58.4K
0
-100%
增持
DMAY
FIRST TR EXCHNG TRADED FD VI
+$50.5K
22,434
+3%
减持
—
ARISTA NETWORKS INC
+$50.2K
4,390
-15%
减持
SIXJ
AIM ETF PRODUCTS TRUST
+$45.4K
71,823
-2%
增持
GALT
GALECTIN THERAPEUTICS INC
+$44.9K
33,732
+57%
减持
IRT
INDEPENDENCE RLTY TR INC
-$39.4K
12,476
-15%
增持
XLE
SELECT SECTOR SPDR TR
+$31.6K
2,720
+1%
减持
DISV
DIMENSIONAL ETF TRUST
+$27.3K
38,464
-3%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$26.7K
5,636
-1%
减持
PMAY
INNOVATOR ETFS TRUST
+$22.8K
25,663
-0%
减持
DFAE
DIMENSIONAL ETF TRUST
+$21.4K
41,880
-0%
减持
DFAI
DIMENSIONAL ETF TRUST
+$20.9K
70,467
-4%
减持
UJUL
INNOVATOR ETFS TRUST
+$20.5K
13,092
-0%
增持
ANGL
VANECK ETF TRUST
+$17.8K
55,938
+0%
减持
AVGO
BROADCOM INC
+$17.6K
953
-15%
减持
SCHX
SCHWAB STRATEGIC TR
-$17.3K
7,244
-12%
增持
FGD
FIRST TR EXCHANGE TRADED FD
+$15.3K
16,987
+2%
增持
DFGR
DIMENSIONAL ETF TRUST
-$14.5K
78,713
+1%
减持
XLP
SELECT SECTOR SPDR TR
+$12.8K
32,614
-5%
减持
DFAS
DIMENSIONAL ETF TRUST
-$11.7K
34,364
-5%
减持
SCHZ
SCHWAB STRATEGIC TR
-$10.3K
11,605
-1%
减持
VO
VANGUARD INDEX FDS
+$10.0K
12,208
-7%
减持
UMAY
INNOVATOR ETFS TRUST
+$9.8K
11,720
-0%
减持
PAPR
INNOVATOR ETFS TRUST
+$9.5K
11,647
-0%
减持
—
TOPBUILD CORP
+$5.5K
562
-13%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$3.6K
69,596
-4%
减持
SCHE
SCHWAB STRATEGIC TR
-$1.6K
119,862
-2%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$1.1K
10,146
+0%
增持
—
WORKHORSE GROUP INC
-$830
34,595
+39%
