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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 136 项
建仓 15
增持 74
减持 36
清仓 11
方向
标的
Δ市值
现股数(环比)
清仓
GMF
SPDR INDEX SHS FDS
-$4.9M
0
-100%
清仓
FEZ
SPDR INDEX SHS FDS
-$4.5M
0
-100%
清仓
JPXN
ISHARES TR
-$2.3M
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。
增持
SCHV
SCHWAB STRATEGIC TR
+$2.1M
157,929
+10%
建仓
CMI
CUMMINS INC
+$1.5M
4,747
减持
SCHA
SCHWAB STRATEGIC TR
-$1.5M
108,069
-28%
增持
PSFF
PACER FDS TR
+$1.4M
647,893
+4%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.3M
151,254
+6%
清仓
NUE
NUCOR CORP
-$1.3M
0
-100%
清仓
DE
DEERE & CO
-$1.3M
0
-100%
清仓
ON
ON SEMICONDUCTOR CORP
-$1.3M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
16,427
+166%
增持
AMZN
AMAZON COM INC
+$1.2M
9,696
+213%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.2M
165,375
+8%
清仓
PMAY
INNOVATOR ETFS TRUST
-$780.6K
0
-100%
建仓
KAPR
INNOVATOR ETFS TRUST
+$777.9K
23,964
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$715.4K
14,100
建仓
ARKK
ARK ETF TR
+$707.3K
14,881
建仓
RSG
REPUBLIC SVCS INC
+$704.3K
3,507
清仓
KR
KROGER CO
-$663.6K
0
-100%
减持
DMAY
FIRST TR EXCHNG TRADED FD VI
-$608.0K
6,026
-73%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$485.9K
110,602
+6%
增持
IFRA
ISHARES TR
+$479.9K
59,011
+8%
减持
BCD
ABRDN ETFS
-$467.2K
55,882
-21%
增持
WMT
WALMART INC
+$467.1K
29,928
+4%
减持
DHI
D R HORTON INC
+$419.1K
8,941
-2%
增持
LMT
LOCKHEED MARTIN CORP
+$354.3K
2,839
+2%
增持
DFGR
DIMENSIONAL ETF TRUST
+$294.2K
72,965
+1%
减持
UNH
UNITEDHEALTH GROUP INC
+$284.6K
4,055
-1%
增持
MCD
MCDONALDS CORP
+$284.6K
3,275
+17%
增持
META
META PLATFORMS INC
+$282.9K
3,166
+4%
增持
CAT
CATERPILLAR INC
+$277.8K
4,058
+3%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$275.4K
67,535
-2%
清仓
KRG
KITE RLTY GROUP TR
-$266.4K
0
-100%
增持
HD
HOME DEPOT INC
+$248.6K
3,965
+1%
增持
SIXJ
AIM ETF PRODUCTS TRUST
+$240.9K
75,798
+8%
减持
AAPL
APPLE INC
+$238.9K
21,830
-5%
减持
VIGI
VANGUARD WHITEHALL FDS
+$238.0K
43,754
-2%
建仓
CORT
CORCEPT THERAPEUTICS INC
+$235.0K
5,078
增持
DFAU
DIMENSIONAL ETF TRUST
+$232.0K
61,624
+4%
减持
SCHE
SCHWAB STRATEGIC TR
+$231.0K
111,890
-2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$230.4K
32,608
+4%
增持
VGT
VANGUARD WORLD FD
+$220.8K
4,342
+8%
建仓
EME
EMCOR GROUP INC
+$220.6K
513
增持
DFLV
DIMENSIONAL ETF TRUST
+$220.5K
73,125
+4%
建仓
FIX
COMFORT SYS USA INC
+$220.2K
564
清仓
VUG
VANGUARD INDEX FDS
-$217.7K
0
-100%
增持
—
ARISTA NETWORKS INC
+$212.0K
4,088
+6%
建仓
T
AT&T INC
+$209.4K
9,518
建仓
AIT
APPLIED INDL TECHNOLOGIES IN
+$206.2K
924
增持
SO
SOUTHERN CO
+$205.4K
9,784
+12%
清仓
TSLA
TESLA INC
-$205.0K
0
-100%
建仓
AMPH
AMPHASTAR PHARMACEUTICALS IN
+$203.1K
4,185
建仓
PLUS
EPLUS INC
+$202.9K
2,063
建仓
LRN
STRIDE INC
+$202.6K
2,375
建仓
BMAY
INNOVATOR ETFS TRUST
+$200.7K
5,085
建仓
MLI
MUELLER INDS INC
+$200.4K
2,705
增持
DGRW
WISDOMTREE TR
+$198.8K
26,813
+3%
增持
NFLX
NETFLIX INC
+$197.8K
2,651
+6%
增持
MA
MASTERCARD INCORPORATED
+$196.9K
3,098
+3%
增持
DTE
DTE ENERGY CO
+$194.8K
8,798
+4%
增持
COST
COSTCO WHSL CORP NEW
+$190.9K
2,539
+5%
增持
AVGO
BROADCOM INC
+$185.1K
8,956
+957%
增持
PEP
PEPSICO INC
+$184.9K
12,483
+6%
增持
CLX
CLOROX CO DEL
+$182.4K
5,061
+8%
增持
AGG
ISHARES TR
+$170.5K
17,371
+6%
增持
—
UNILEVER PLC
+$167.9K
12,337
+7%
增持
DFAI
DIMENSIONAL ETF TRUST
+$163.2K
65,576
+1%
减持
IJR
ISHARES TR
+$162.8K
17,897
-1%
增持
GIS
GENERAL MLS INC
+$159.4K
10,739
+7%
减持
XLP
SELECT SECTOR SPDR TR
+$156.3K
31,349
-2%
减持
VO
VANGUARD INDEX FDS
+$150.2K
11,825
-4%
增持
AEP
AMERICAN ELEC PWR CO INC
+$149.3K
7,749
+5%
增持
JNJ
JOHNSON & JOHNSON
+$146.9K
5,622
+8%
增持
MDLZ
MONDELEZ INTL INC
+$146.8K
10,506
+10%
增持
DUK
DUKE ENERGY CORP NEW
+$143.4K
7,053
+6%
减持
HEGD
LISTED FD TR
+$132.9K
339,379
-3%
减持
UMAY
INNOVATOR ETFS TRUST
-$132.1K
7,333
-37%
增持
MO
ALTRIA GROUP INC
+$127.7K
15,929
+6%
增持
KO
COCA COLA CO
+$124.5K
13,462
+2%
增持
V
VISA INC
+$124.3K
5,116
+5%
增持
COR
CENCORA INC
+$119.6K
5,982
+10%
增持
PG
PROCTER AND GAMBLE CO
+$118.5K
6,160
+7%
增持
ECL
ECOLAB INC
+$116.1K
2,921
+10%
增持
CL
COLGATE PALMOLIVE CO
+$113.3K
7,338
+10%
增持
ZTS
ZOETIS INC
+$113.0K
4,041
+4%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$112.6K
5,294
+3%
增持
YUM
YUM BRANDS INC
+$109.3K
5,341
+11%
增持
CTAS
CINTAS CORP
+$104.2K
3,955
+290%
减持
SCHD
SCHWAB STRATEGIC TR
+$99.9K
15,463
-0%
增持
REGN
REGENERON PHARMACEUTICALS
+$99.1K
1,278
+8%
增持
HSY
HERSHEY CO
+$88.6K
3,732
+9%
增持
DISV
DIMENSIONAL ETF TRUST
+$86.9K
35,591
+1%
增持
CPRT
COPART INC
+$86.8K
25,611
+11%
增持
KMB
KIMBERLY-CLARK CORP
+$85.1K
5,275
+10%
增持
GALT
GALECTIN THERAPEUTICS INC
+$82.5K
63,817
+55%
增持
ANGL
VANECK ETF TRUST
+$75.1K
54,649
+1%
减持
MGK
VANGUARD WORLD FD
-$68.9K
792
-23%
增持
TJX
TJX COS INC NEW
+$67.9K
6,437
+3%
增持
—
NXP SEMICONDUCTORS N V
-$63.3K
5,275
+7%
增持
DFAE
DIMENSIONAL ETF TRUST
+$61.4K
38,379
+0%
增持
VLO
VALERO ENERGY CORP
-$60.8K
9,264
+11%
增持
MSFT
MICROSOFT CORP
-$59.7K
3,823
+0%
增持
PANW
PALO ALTO NETWORKS INC
+$59.1K
4,289
+3%
增持
—
EXXON MOBIL CORP
+$57.5K
6,879
+6%
增持
WM
WASTE MGMT INC DEL
+$56.4K
3,404
+12%
增持
ELV
ELEVANCE HEALTH INC
+$53.6K
2,710
+8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$45.3K
1,166
-5%
减持
BND
VANGUARD BD INDEX FDS
-$43.6K
22,077
-7%
增持
CVX
CHEVRON CORP NEW
+$40.9K
5,613
+12%
减持
VXUS
VANGUARD STAR FDS
-$39.5K
3,477
-21%
减持
VTV
VANGUARD INDEX FDS
-$37.6K
1,549
-19%
减持
VB
VANGUARD INDEX FDS
-$36.5K
1,432
-17%
增持
AMAT
APPLIED MATLS INC
-$35.8K
6,383
+14%
增持
SCHZ
SCHWAB STRATEGIC TR
+$32.4K
10,188
+3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$32.1K
2,901
+3%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$25.8K
34,882
-3%
减持
QQQ
INVESCO QQQ TR
+$19.8K
6,343
-1%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$19.5K
5,485
-4%
减持
SCHX
SCHWAB STRATEGIC TR
+$17.9K
6,900
-2%
减持
UJUL
INNOVATOR ETFS TRUST
+$17.9K
13,087
-0%
增持
OC
OWENS CORNING NEW
+$15.5K
1,939
+3%
减持
PAPR
INNOVATOR ETFS TRUST
+$14.1K
11,624
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
+$13.7K
5,191
-2%
减持
FGD
FIRST TR EXCHANGE TRADED FD
+$10.9K
12,465
-5%
减持
SPY
SPDR S&P 500 ETF TR
-$10.6K
2,602
-6%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$10.6K
13,345
-3%
增持
GOOG
ALPHABET INC
+$10.0K
8,523
+10%
增持
EOG
EOG RES INC
+$8.9K
11,084
+3%
增持
XLE
SELECT SECTOR SPDR TR
-$8.3K
2,748
+0%
减持
NJAN
INNOVATOR ETFS TRUST
+$7.2K
7,013
-0%
减持
QYLD
GLOBAL X FDS
+$6.0K
16,270
-0%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$5.7K
10,296
+1%
减持
UAUG
INNOVATOR ETFS TRUST
-$3.9K
6,678
-6%
减持
—
TOPBUILD CORP
-$1.6K
554
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$786
556
-12%
