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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 145 项
建仓 18
增持 74
减持 43
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$16.6M
638,555
+674%
建仓
SCHV
SCHWAB STRATEGIC TR
+$7.8M
281,500
建仓
SOXQ
INVESCO EXCH TRADED FD TR II
+$5.5M
125,067
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
VWO
VANGUARD INTL EQUITY INDEX F
+$5.4M
108,815
建仓
FEZ
SPDR INDEX SHS FDS
+$5.2M
86,351
增持
PSFF
PACER FDS TR
+$4.3M
472,765
+33%
建仓
SGOV
ISHARES TR
+$2.7M
26,547
减持
BCD
ABRDN ETFS
-$2.3M
90,191
-42%
建仓
GAPR
FIRST TR EXCHNG TRADED FD VI
+$2.3M
59,322
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.3M
138,223
-16%
增持
QQQ
INVESCO QQQ TR
+$1.3M
9,433
+13%
建仓
ARKK
ARK ETF TR
+$1.1M
14,969
增持
NVDA
NVIDIA CORPORATION
+$1.0M
19,522
+3%
增持
ORCL
ORACLE CORP
+$910.6K
10,182
+8%
减持
NFLX
NETFLIX INC
+$687.7K
2,118
-8%
减持
SPY
SPDR S&P 500 ETF TR
-$685.1K
6,559
-23%
增持
META
META PLATFORMS INC
+$627.1K
3,263
+6%
增持
VGT
VANGUARD WORLD FD
+$603.2K
3,223
+14%
减持
MSFT
MICROSOFT CORP
+$574.4K
4,733
-0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$548.9K
53,309
+17%
增持
ANET
ARISTA NETWORKS INC
+$520.0K
18,362
+5%
增持
GOOG
ALPHABET INC
+$486.0K
11,857
+15%
减持
HEGD
LISTED FDS TR
+$475.2K
308,847
-0%
增持
AMAT
APPLIED MATLS INC
+$466.0K
10,186
+6%
增持
AMZN
AMAZON COM INC
+$453.8K
10,712
+7%
清仓
CGGR
CAPITAL GROUP GROWTH ETF
-$444.8K
0
-100%
减持
—
EATON CORP PLC
+$420.7K
6,309
-6%
增持
CAT
CATERPILLAR INC
+$385.6K
4,960
+6%
增持
VUG
VANGUARD INDEX FDS
+$346.2K
4,311
+1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$342.9K
42,255
+1%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$312.1K
57,578
+16%
减持
SCHE
SCHWAB STRATEGIC TR
+$305.2K
119,322
-0%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$291.2K
51,277
+41%
减持
VO
VANGUARD INDEX FDS
+$288.0K
13,897
-0%
减持
VXUS
VANGUARD STAR FDS
+$281.1K
44,294
-1%
增持
AAPL
APPLE INC
-$257.4K
22,285
+2%
减持
UBER
UBER TECHNOLOGIES INC
+$251.7K
20,046
-10%
建仓
EME
EMCOR GROUP INC
+$247.4K
463
建仓
FIX
COMFORT SYS USA INC
+$240.5K
449
清仓
—
DISCOVER FINL SVCS
-$239.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$238.4K
2,987
+4%
增持
FV
FIRST TR EXCHANGE TRADED FD
+$235.4K
34,920
+4%
清仓
CPRX
CATALYST PHARMACEUTICALS INC
-$230.8K
0
-100%
建仓
EVR
EVERCORE INC
+$228.6K
847
增持
LLY
ELI LILLY & CO
+$221.6K
2,354
+21%
清仓
WMT
WALMART INC
-$220.7K
0
-100%
清仓
CHE
CHEMED CORP NEW
-$218.6K
0
-100%
建仓
AX
AXOS FINANCIAL INC
+$215.2K
2,830
清仓
HALO
HALOZYME THERAPEUTICS INC
-$214.4K
0
-100%
增持
CMI
CUMMINS INC
+$212.5K
5,327
+9%
清仓
MGY
MAGNOLIA OIL & GAS CORP
-$212.0K
0
-100%
增持
QCOM
QUALCOMM INC
+$211.6K
10,638
+10%
建仓
EWBC
EAST WEST BANCORP INC
+$210.7K
2,086
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$209.6K
3,783
建仓
EXEL
EXELIXIS INC
+$208.0K
4,719
建仓
EHC
ENCOMPASS HEALTH CORP
+$207.4K
1,691
清仓
EEFT
EURONET WORLDWIDE INC
-$204.8K
0
-100%
建仓
—
TOPBUILD CORP
+$203.3K
628
清仓
UNM
UNUM GROUP
-$203.2K
0
-100%
建仓
TXRH
TEXAS ROADHOUSE INC
+$201.3K
1,074
清仓
LNTH
LANTHEUS HLDGS INC
-$200.9K
0
-100%
增持
NVS
NOVARTIS AG
+$195.6K
9,361
+11%
增持
ELV
ELEVANCE HEALTH INC
-$177.3K
4,204
+1%
增持
SYK
STRYKER CORPORATION
+$177.1K
4,102
+6%
增持
GD
GENERAL DYNAMICS CORP
+$177.0K
6,410
+3%
减持
DFAU
DIMENSIONAL ETF TRUST
+$156.7K
41,516
-0%
增持
ECL
ECOLAB INC
+$152.4K
4,300
+8%
增持
GALT
GALECTIN THERAPEUTICS INC
+$147.2K
159,593
+3%
减持
CORT
CORCEPT THERAPEUTICS INC
-$146.7K
2,899
-8%
增持
ADBE
ADOBE INC
+$139.1K
3,985
+9%
增持
DHI
D R HORTON INC
+$132.9K
13,006
+7%
增持
IJR
ISHARES TR
+$131.5K
14,760
+4%
增持
ABT
ABBOTT LABS
+$127.5K
7,832
+11%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$119.8K
2,730
-33%
减持
MGK
VANGUARD WORLD FD
+$118.8K
2,586
-4%
增持
MA
MASTERCARD INCORPORATED
+$118.5K
3,268
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$114.6K
31,635
+14%
减持
SIXJ
AIM ETF PRODUCTS TRUST
+$110.7K
76,094
-2%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$108.6K
208,448
-4%
增持
NEE
NEXTERA ENERGY INC
+$106.8K
14,882
+14%
增持
HSY
HERSHEY CO
+$101.4K
6,861
+13%
增持
XLP
SELECT SECTOR SPDR TR
+$98.0K
30,977
+5%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$97.3K
3,271
+10%
增持
TSLA
TESLA INC
+$89.6K
960
+16%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$86.6K
71,285
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$79.8K
9,511
+73%
增持
WM
WASTE MGMT INC DEL
+$78.2K
5,003
+9%
减持
DFAS
DIMENSIONAL ETF TRUST
+$77.5K
24,155
-1%
增持
V
VISA INC
+$75.6K
5,220
+3%
增持
CL
COLGATE PALMOLIVE CO
+$73.7K
11,656
+11%
增持
—
UNILEVER PLC
+$70.2K
17,127
+4%
增持
CLX
CLOROX CO DEL
-$69.2K
7,317
+14%
增持
—
KELLANOVA
+$67.7K
12,600
+11%
增持
SCHD
SCHWAB STRATEGIC TR
-$63.7K
46,926
+0%
减持
EZBC
FRANKLIN TEMPLETON DIGITAL H
+$61.2K
19,513
-19%
减持
VTV
VANGUARD INDEX FDS
+$56.6K
8,029
-1%
增持
MRK
MERCK & CO INC
+$56.0K
22,851
+17%
增持
DUK
DUKE ENERGY CORP NEW
+$55.6K
9,834
+9%
减持
COR
CENCORA INC
+$54.4K
6,361
-5%
增持
MDLZ
MONDELEZ INTL INC
+$53.3K
16,364
+6%
增持
MKC
MCCORMICK & CO INC
+$53.3K
13,732
+14%
增持
KO
COCA COLA CO
+$52.1K
18,194
+6%
减持
PG
PROCTER AND GAMBLE CO
-$51.8K
3,374
-2%
增持
EOG
EOG RES INC
+$49.2K
14,157
+10%
减持
TJX
TJX COS INC NEW
-$46.3K
13,428
-4%
增持
ZTS
ZOETIS INC
+$45.9K
6,180
+11%
增持
JNJ
JOHNSON & JOHNSON
+$43.2K
8,548
+12%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$38.9K
1,643
-23%
增持
CVX
CHEVRON CORP NEW
-$34.3K
8,155
+14%
增持
AEP
AMERICAN ELEC PWR CO INC
+$32.8K
11,241
+8%
增持
ANGL
VANECK ETF TRUST
+$30.8K
48,684
+1%
减持
SCHX
SCHWAB STRATEGIC TR
+$29.5K
19,448
-4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$27.8K
8,936
+0%
减持
XLE
SELECT SECTOR SPDR TR
-$26.7K
3,353
-1%
减持
FGD
FIRST TR EXCHANGE TRADED FD
+$25.4K
11,778
-5%
减持
DMAY
FIRST TR EXCHNG TRADED FD VI
-$25.0K
4,989
-17%
减持
VB
VANGUARD INDEX FDS
+$25.0K
6,153
-1%
减持
BLV
VANGUARD BD INDEX FDS
-$23.7K
14,697
-1%
增持
PEP
PEPSICO INC
-$22.9K
7,651
+11%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$21.8K
7,419
+4%
增持
GIS
GENERAL MLS INC
-$21.6K
19,430
+13%
建仓
—
LUCID GROUP INC
+$21.2K
10,034
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$20.9K
63,900
+0%
减持
CASY
CASEYS GEN STORES INC
+$16.5K
444
-8%
减持
PAPR
INNOVATOR ETFS TRUST
+$14.5K
8,967
-0%
增持
DTE
DTE ENERGY CO
-$14.2K
10,627
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$13.7K
543
+4%
增持
MO
ALTRIA GROUP INC
-$11.7K
22,218
+1%
减持
DGRW
WISDOMTREE TR
+$11.0K
19,580
-4%
减持
UJUL
INNOVATOR ETFS TRUST
+$10.7K
12,098
-7%
减持
INGR
INGREDION INC
-$10.6K
1,484
-5%
增持
T
AT&T INC
+$10.1K
9,973
+1%
减持
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$7.6K
11,771
-3%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$7.2K
928
+0%
减持
IDCC
INTERDIGITAL INC
+$6.7K
926
-5%
增持
KMB
KIMBERLY-CLARK CORP
-$6.3K
7,787
+10%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$6.2K
48,087
-5%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$6.2K
30,097
+0%
增持
—
EXXON MOBIL CORP
-$4.1K
11,110
+10%
减持
DFLV
DIMENSIONAL ETF TRUST
-$3.7K
52,829
-2%
减持
IVV
ISHARES TR
-$3.4K
1,122
-6%
增持
MCD
MCDONALDS CORP
+$2.7K
4,360
+7%
减持
QYLD
GLOBAL X FDS
+$1.2K
16,627
-0%
减持
SCHZ
SCHWAB STRATEGIC TR
-$952
19,481
-1%
减持
BSV
VANGUARD BD INDEX FDS
-$530
3,133
-1%
