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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 127 项
建仓 9
增持 48
减持 62
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
BCD
ABRDN ETFS
+$2.3M
70,742
清仓
FYX
FIRST TR SML CP CORE ALPHA F
-$2.1M
0
-100%
建仓
IJR
ISHARES TR
+$1.9M
18,099
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
SCHG
SCHWAB STRATEGIC TR
+$1.1M
142,890
-0%
清仓
ARKK
ARK ETF TR
-$808.9K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$535.0K
152,459
+9%
清仓
WELL
WELLTOWER INC
-$475.4K
0
-100%
清仓
BMAY
INNOVATOR ETFS TRUST
-$465.0K
0
-100%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$453.7K
13,795
增持
GMF
SPDR INDEX SHS FDS
+$401.8K
44,180
+1%
减持
AAPL
APPLE INC
+$366.0K
23,016
-12%
增持
NVDA
NVIDIA CORPORATION
+$307.6K
6,176
+1125%
清仓
ABBV
ABBVIE INC
-$300.9K
0
-100%
减持
DFAS
DIMENSIONAL ETF TRUST
-$257.7K
31,367
-9%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$256.7K
631
增持
PANW
PALO ALTO NETWORKS INC
+$248.5K
4,150
+2%
建仓
UAUG
INNOVATOR ETFS TRUST
+$237.8K
7,068
增持
UNH
UNITEDHEALTH GROUP INC
+$230.9K
4,097
+9%
减持
DFLV
DIMENSIONAL ETF TRUST
-$221.4K
70,303
-6%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$219.4K
5,320
建仓
VUG
VANGUARD INDEX FDS
+$217.7K
582
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$212.5K
1,229
清仓
MPC
MARATHON PETE CORP
-$211.6K
0
-100%
减持
DFAI
DIMENSIONAL ETF TRUST
-$208.7K
64,739
-8%
建仓
TSLA
TESLA INC
+$205.0K
1,036
增持
SCHV
SCHWAB STRATEGIC TR
-$203.4K
143,645
+1%
减持
MSFT
MICROSOFT CORP
-$202.8K
3,814
-16%
减持
DFGR
DIMENSIONAL ETF TRUST
-$198.0K
72,492
-8%
减持
META
META PLATFORMS INC
-$193.8K
3,033
-15%
增持
FEZ
SPDR INDEX SHS FDS
-$180.8K
90,538
+1%
清仓
T
AT&T INC
-$178.2K
0
-100%
增持
ON
ON SEMICONDUCTOR CORP
+$168.6K
18,737
+24%
增持
SPY
SPDR S&P 500 ETF TR
+$152.2K
2,762
+7%
减持
BND
VANGUARD BD INDEX FDS
-$149.7K
23,620
-7%
减持
DGRW
WISDOMTREE TR
-$148.6K
26,038
-9%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$142.9K
104,002
-10%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$142.3K
68,631
-1%
增持
AMZN
AMAZON COM INC
+$138.9K
3,096
+22%
减持
COST
COSTCO WHSL CORP NEW
+$131.4K
2,423
-8%
减持
QQQ
INVESCO QQQ TR
+$128.9K
6,420
-3%
减持
IFRA
ISHARES TR
-$123.9K
54,414
-2%
增持
ZTS
ZOETIS INC
+$122.5K
3,902
+19%
减持
VLO
VALERO ENERGY CORP
-$120.2K
8,368
-0%
减持
NFLX
NETFLIX INC
+$118.0K
2,493
-3%
增持
—
NXP SEMICONDUCTORS N V
+$117.7K
4,940
+1%
增持
ELV
ELEVANCE HEALTH INC
+$110.8K
2,502
+4%
减持
DFAU
DIMENSIONAL ETF TRUST
-$102.9K
59,052
-7%
减持
DISV
DIMENSIONAL ETF TRUST
-$98.4K
35,213
-8%
减持
AVGO
BROADCOM INC
+$97.2K
847
-11%
减持
REGN
REGENERON PHARMACEUTICALS
+$96.2K
1,184
-1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$95.7K
2,810
-4%
减持
FGD
FIRST TR EXCHANGE TRADED FD
-$94.2K
13,103
-23%
减持
ANGL
VANECK ETF TRUST
-$91.2K
54,139
-3%
减持
MO
ALTRIA GROUP INC
-$87.1K
15,045
-15%
增持
HD
HOME DEPOT INC
+$84.9K
3,945
+19%
减持
GIS
GENERAL MLS INC
-$84.6K
10,016
-2%
减持
—
ARISTA NETWORKS INC
+$84.0K
3,872
-12%
减持
SCHZ
SCHWAB STRATEGIC TR
-$82.1K
9,911
-15%
减持
WMT
WALMART INC
+$81.4K
28,792
-7%
减持
AMAT
APPLIED MATLS INC
+$81.1K
5,616
-7%
增持
VO
VANGUARD INDEX FDS
-$80.7K
12,266
+0%
增持
JNJ
JOHNSON & JOHNSON
+$76.6K
5,228
+20%
增持
MGK
VANGUARD WORLD FD
+$75.2K
1,031
+19%
增持
KO
COCA COLA CO
+$71.3K
13,242
+5%
增持
KR
KROGER CO
-$67.6K
13,291
+4%
增持
SCHA
SCHWAB STRATEGIC TR
-$67.0K
149,331
+3%
增持
NUE
NUCOR CORP
+$65.9K
8,405
+32%
减持
VIGI
VANGUARD WHITEHALL FDS
-$61.8K
44,594
-1%
减持
AGG
ISHARES TR
-$61.2K
16,366
-3%
减持
PSFF
PACER FDS TR
+$59.8K
620,150
-2%
增持
CVX
CHEVRON CORP NEW
+$53.0K
5,023
+8%
减持
PMAY
INNOVATOR ETFS TRUST
-$52.7K
22,884
-11%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$49.5K
35,943
-2%
减持
SCHD
SCHWAB STRATEGIC TR
-$45.2K
15,523
-0%
减持
XLP
SELECT SECTOR SPDR TR
-$44.8K
31,936
-2%
减持
DFAE
DIMENSIONAL ETF TRUST
-$44.7K
38,289
-9%
增持
VTV
VANGUARD INDEX FDS
+$44.2K
1,920
+19%
增持
VXUS
VANGUARD STAR FDS
+$37.8K
4,388
+17%
增持
DE
DEERE & CO
-$37.8K
3,495
+7%
减持
—
EXXON MOBIL CORP
-$35.6K
6,505
-4%
增持
CPRT
COPART INC
-$35.6K
23,176
+4%
增持
VB
VANGUARD INDEX FDS
+$33.0K
1,725
+15%
减持
LMT
LOCKHEED MARTIN CORP
+$32.9K
2,795
-0%
减持
CTAS
CINTAS CORP
-$32.6K
1,014
-6%
增持
MDLZ
MONDELEZ INTL INC
+$24.0K
9,584
+11%
增持
MCD
MCDONALDS CORP
+$23.5K
2,797
+14%
增持
—
TOPBUILD CORP
-$20.8K
589
+5%
增持
DHI
D R HORTON INC
-$20.6K
9,129
+15%
增持
CLX
CLOROX CO DEL
+$20.4K
4,705
+16%
增持
NJAN
INNOVATOR ETFS TRUST
+$19.3K
7,026
+2%
增持
V
VISA INC
+$18.5K
4,885
+8%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$18.1K
5,122
-3%
增持
AEP
AMERICAN ELEC PWR CO INC
+$16.6K
7,360
+1%
增持
YUM
YUM BRANDS INC
+$16.5K
4,808
+7%
减持
KMB
KIMBERLY-CLARK CORP
-$14.6K
4,815
-8%
增持
COR
CENCORA INC
-$14.4K
5,445
+7%
减持
DMAY
FIRST TR EXCHNG TRADED FD VI
+$12.6K
22,065
-2%
减持
CL
COLGATE PALMOLIVE CO
-$12.5K
6,683
-9%
增持
GALT
GALECTIN THERAPEUTICS INC
+$12.4K
41,157
+22%
减持
PG
PROCTER AND GAMBLE CO
-$11.8K
5,750
-3%
增持
EOG
EOG RES INC
-$11.6K
10,755
+1%
减持
ECL
ECOLAB INC
-$9.8K
2,646
-4%
增持
PEP
PEPSICO INC
-$9.5K
11,750
+6%
增持
CAT
CATERPILLAR INC
-$9.3K
3,930
+9%
减持
UJUL
INNOVATOR ETFS TRUST
+$8.7K
13,089
-0%
清仓
—
WORKHORSE GROUP INC
-$8.1K
0
-100%
减持
SIXJ
AIM ETF PRODUCTS TRUST
-$8.0K
69,988
-3%
减持
SO
SOUTHERN CO
-$7.7K
8,726
-9%
减持
SCHE
SCHWAB STRATEGIC TR
+$7.4K
114,229
-5%
减持
VGT
VANGUARD WORLD FD
+$7.4K
4,034
-9%
增持
XLE
SELECT SECTOR SPDR TR
-$7.1K
2,739
+1%
增持
MA
MASTERCARD INCORPORATED
+$7.1K
3,022
+10%
增持
JPXN
ISHARES TR
+$5.5K
32,083
+4%
增持
DTE
DTE ENERGY CO
+$4.3K
8,422
+1%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$4.3K
5,694
+1%
减持
DUK
DUKE ENERGY CORP NEW
+$4.1K
6,682
-3%
减持
QYLD
GLOBAL X FDS
-$4.1K
16,273
-0%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$4.1K
6,292
-1%
减持
GOOG
ALPHABET INC
-$2.5K
7,715
-17%
增持
HSY
HERSHEY CO
+$2.4K
3,411
+6%
减持
OC
OWENS CORNING NEW
+$2.2K
1,881
-3%
减持
HEGD
LISTED FD TR
+$1.7K
348,926
-3%
减持
TJX
TJX COS INC NEW
-$1.4K
6,255
-8%
减持
SCHX
SCHWAB STRATEGIC TR
+$659
7,008
-3%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$586
10,222
+1%
减持
—
UNILEVER PLC
+$533
11,520
-9%
减持
WM
WASTE MGMT INC DEL
-$219
3,048
-0%
