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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 139 项
建仓 16
增持 68
减持 46
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
SCHV
SCHWAB STRATEGIC TR
-$12.7M
0
-100%
清仓
SCHA
SCHWAB STRATEGIC TR
-$5.6M
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$5.4M
120,837
+757%
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
PSFF
PACER FDS TR
-$3.3M
522,796
-19%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$3.0M
48,338
清仓
IFRA
ISHARES TR
-$2.8M
0
-100%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$2.5M
16,287
-85%
清仓
BCD
ABRDN ETFS
-$1.8M
0
-100%
建仓
ANET
ARISTA NETWORKS INC
+$1.8M
16,312
清仓
AGG
ISHARES TR
-$1.8M
0
-100%
清仓
—
ARISTA NETWORKS INC
-$1.6M
0
-100%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.4M
31,047
建仓
EZBC
FRANKLIN TEMPLETON DIGITAL H
+$1.4M
26,223
增持
SCHG
SCHWAB STRATEGIC TR
+$787.1K
593,640
+292%
建仓
VUG
VANGUARD INDEX FDS
+$573.8K
1,398
减持
IJR
ISHARES TR
-$533.8K
13,535
-24%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$527.4K
180,234
+9%
减持
AVGO
BROADCOM INC
+$524.9K
8,927
-0%
减持
DHI
D R HORTON INC
-$517.8K
8,496
-5%
减持
DFGR
DIMENSIONAL ETF TRUST
-$504.4K
62,700
-14%
增持
QQQ
INVESCO QQQ TR
+$491.2K
7,016
+11%
减持
BND
VANGUARD BD INDEX FDS
-$414.5K
17,295
-22%
减持
VIGI
VANGUARD WHITEHALL FDS
-$412.1K
43,137
-1%
减持
NFLX
NETFLIX INC
+$404.2K
2,563
-3%
减持
DFAI
DIMENSIONAL ETF TRUST
-$397.1K
57,772
-12%
增持
REGN
REGENERON PHARMACEUTICALS
-$387.5K
1,342
+5%
增持
ELV
ELEVANCE HEALTH INC
-$378.6K
2,794
+3%
减持
DGRW
WISDOMTREE TR
-$324.5K
23,559
-12%
增持
WMT
WALMART INC
+$323.2K
30,325
+1%
减持
DFLV
DIMENSIONAL ETF TRUST
-$320.8K
64,343
-12%
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$319.7K
11,464
增持
MGK
VANGUARD WORLD FD
+$305.3K
1,632
+106%
建仓
KRG
KITE RLTY GROUP TR
+$300.4K
11,903
增持
UNH
UNITEDHEALTH GROUP INC
-$299.0K
4,096
+1%
减持
AMZN
AMAZON COM INC
+$291.8K
9,565
-1%
增持
VB
VANGUARD INDEX FDS
+$291.1K
2,625
+83%
增持
VXUS
VANGUARD STAR FDS
+$288.1K
8,708
+150%
增持
VTV
VANGUARD INDEX FDS
+$281.1K
3,258
+110%
增持
GOOG
ALPHABET INC
+$271.0K
8,906
+4%
增持
LMT
LOCKHEED MARTIN CORP
-$270.3K
2,859
+1%
减持
DFAS
DIMENSIONAL ETF TRUST
-$267.8K
28,382
-13%
增持
NVDA
NVIDIA CORPORATION
+$252.8K
16,738
+2%
建仓
IDCC
INTERDIGITAL INC
+$244.1K
1,260
建仓
—
DISCOVER FINL SVCS
+$241.5K
1,394
建仓
TSLA
TESLA INC
+$234.2K
580
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$232.2K
1,314
增持
V
VISA INC
+$228.1K
5,172
+1%
减持
PEP
PEPSICO INC
-$226.9K
12,468
-0%
清仓
—
TOPBUILD CORP
-$225.4K
0
-100%
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$209.9K
10,801
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$209.5K
10,754
建仓
EVR
EVERCORE INC
+$208.7K
753
增持
CPRT
COPART INC
+$207.4K
26,998
+5%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$206.0K
65,678
-3%
减持
DISV
DIMENSIONAL ETF TRUST
-$204.6K
31,226
-12%
建仓
INGR
INGREDION INC
+$203.8K
1,482
减持
DFAE
DIMENSIONAL ETF TRUST
-$203.5K
33,442
-13%
清仓
AMPH
AMPHASTAR PHARMACEUTICALS IN
-$203.1K
0
-100%
清仓
PLUS
EPLUS INC
-$202.9K
0
-100%
建仓
DKS
DICKS SPORTING GOODS INC
+$201.3K
879
增持
SIXJ
AIM ETF PRODUCTS TRUST
+$199.3K
79,898
+5%
减持
—
NXP SEMICONDUCTORS N V
-$193.3K
5,161
-2%
减持
XLP
SELECT SECTOR SPDR TR
-$190.5K
30,676
-2%
减持
HEGD
LISTED FD TR
-$180.4K
329,203
-3%
增持
MO
ALTRIA GROUP INC
+$179.9K
18,990
+19%
减持
DFAU
DIMENSIONAL ETF TRUST
-$174.8K
56,089
-9%
增持
VO
VANGUARD INDEX FDS
+$169.8K
12,454
+5%
增持
COST
COSTCO WHSL CORP NEW
+$166.8K
2,638
+4%
增持
AMAT
APPLIED MATLS INC
-$155.7K
6,972
+9%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$145.1K
2,990
+3%
增持
PG
PROCTER AND GAMBLE CO
+$137.1K
7,181
+17%
增持
MA
MASTERCARD INCORPORATED
+$115.1K
3,124
+1%
减持
AAPL
APPLE INC
+$112.8K
20,762
-5%
减持
ARKK
ARK ETF TR
+$107.8K
14,357
-4%
增持
ZTS
ZOETIS INC
-$98.9K
4,238
+5%
增持
PANW
PALO ALTO NETWORKS INC
+$98.7K
8,599
+100%
增持
CAT
CATERPILLAR INC
-$96.9K
4,108
+1%
增持
TJX
TJX COS INC NEW
+$94.4K
7,044
+9%
减持
CMI
CUMMINS INC
+$90.6K
4,669
-2%
增持
MDLZ
MONDELEZ INTL INC
-$83.2K
11,565
+10%
增持
VLO
VALERO ENERGY CORP
-$67.6K
9,652
+4%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$61.7K
5,724
+8%
增持
WM
WASTE MGMT INC DEL
+$61.0K
3,804
+12%
增持
CLX
CLOROX CO DEL
+$60.5K
5,450
+8%
增持
—
EXXON MOBIL CORP
+$57.6K
8,031
+17%
增持
JNJ
JOHNSON & JOHNSON
-$54.7K
5,921
+5%
减持
VGT
VANGUARD WORLD FD
-$53.9K
4,009
-8%
增持
YUM
YUM BRANDS INC
+$50.3K
5,937
+11%
增持
META
META PLATFORMS INC
+$50.0K
3,180
+0%
减持
EOG
EOG RES INC
-$49.9K
10,708
-3%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$49.7K
33,573
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$47.4K
460
-17%
增持
HD
HOME DEPOT INC
-$46.4K
4,011
+1%
增持
KO
COCA COLA CO
-$45.0K
14,816
+10%
增持
COR
CENCORA INC
+$44.8K
6,192
+4%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$42.3K
12,192
+18%
增持
GIS
GENERAL MLS INC
-$41.8K
11,781
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$40.5K
2,616
+1%
增持
RSG
REPUBLIC SVCS INC
+$40.1K
3,701
+6%
增持
SCHD
SCHWAB STRATEGIC TR
-$36.1K
46,522
+201%
增持
ECL
ECOLAB INC
+$35.0K
3,332
+14%
增持
SCHZ
SCHWAB STRATEGIC TR
-$33.8K
19,839
+95%
增持
CTAS
CINTAS CORP
-$32.6K
4,279
+8%
减持
LRN
STRIDE INC
+$32.3K
2,260
-5%
增持
ANGL
VANECK ETF TRUST
-$29.3K
55,039
+1%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$28.3K
13,253
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$27.9K
5,132
-1%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$27.7K
5,355
-2%
增持
DUK
DUKE ENERGY CORP NEW
+$26.5K
7,794
+11%
增持
HSY
HERSHEY CO
-$26.4K
4,070
+9%
增持
—
UNILEVER PLC
-$26.3K
13,670
+11%
增持
GALT
GALECTIN THERAPEUTICS INC
+$24.9K
155,343
+143%
增持
DTE
DTE ENERGY CO
+$24.6K
9,560
+9%
减持
KAPR
INNOVATOR ETFS TRUST
-$24.5K
23,038
-4%
增持
FGD
FIRST TR EXCHANGE TRADED FD
-$23.1K
12,610
+1%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$18.6K
938
+2%
减持
UAUG
INNOVATOR ETFS TRUST
-$16.3K
6,128
-8%
增持
AEP
AMERICAN ELEC PWR CO INC
+$15.1K
8,783
+13%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$14.5K
6,089
-3%
增持
SCHX
SCHWAB STRATEGIC TR
+$13.4K
20,772
+201%
增持
SCHE
SCHWAB STRATEGIC TR
+$12.1K
123,057
+10%
减持
CORT
CORCEPT THERAPEUTICS INC
-$11.1K
4,444
-12%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$9.2K
1,131
-3%
增持
MSFT
MICROSOFT CORP
+$8.7K
3,923
+3%
减持
PAPR
INNOVATOR ETFS TRUST
+$7.7K
11,593
-0%
增持
CL
COLGATE PALMOLIVE CO
+$7.6K
8,463
+15%
减持
FIX
COMFORT SYS USA INC
-$6.4K
504
-11%
增持
KMB
KIMBERLY-CLARK CORP
+$5.3K
5,768
+9%
增持
SO
SOUTHERN CO
-$5.0K
10,658
+9%
减持
UJUL
INNOVATOR ETFS TRUST
+$3.8K
12,976
-1%
减持
EME
EMCOR GROUP INC
+$3.4K
494
-4%
减持
MLI
MUELLER INDS INC
+$3.2K
2,566
-5%
增持
CVX
CHEVRON CORP NEW
+$3.1K
5,729
+2%
减持
NJAN
INNOVATOR ETFS TRUST
+$2.4K
6,825
-3%
减持
QYLD
GLOBAL X FDS
+$2.3K
16,233
-0%
增持
OC
OWENS CORNING NEW
-$1.8K
1,999
+3%
增持
XLE
SELECT SECTOR SPDR TR
-$1.8K
2,796
+2%
减持
T
AT&T INC
+$501
9,218
-3%
增持
MCD
MCDONALDS CORP
-$194
3,440
+5%
