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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 30
增持 53
减持 61
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
AVEM
AMERICAN CENTY ETF TR
+$3.8M
50,793
清仓
SCHE
SCHWAB STRATEGIC TR
-$3.6M
0
-100%
增持
BCD
ABRDN ETFS
+$2.3M
154,586
+71%
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
JNJ
JOHNSON & JOHNSON
+$1.3M
14,256
+67%
建仓
ABBV
ABBVIE INC
+$1.3M
5,753
建仓
WMT
WALMART INC
+$1.3M
12,593
建仓
AVGO
BROADCOM INC
+$1.3M
3,896
减持
COST
COSTCO WHSL CORP NEW
-$1.3M
1,833
-39%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.3M
162,839
+18%
建仓
PANW
PALO ALTO NETWORKS INC
+$1.2M
6,122
建仓
HD
HOME DEPOT INC
+$1.2M
2,957
建仓
DDFL
INNOVATOR ETFS TRUST
+$1.2M
58,850
建仓
BKR
BAKER HUGHES COMPANY
+$1.2M
24,014
建仓
CBOE
CBOE GLOBAL MKTS INC
+$1.1M
4,533
减持
CAT
CATERPILLAR INC
-$1.1M
1,740
-65%
减持
SOXQ
INVESCO EXCH TRADED FD TR II
-$1.1M
87,095
-30%
减持
SYK
STRYKER CORPORATION
-$1.0M
1,601
-61%
增持
KO
COCA COLA CO
+$1.0M
34,926
+92%
建仓
NOW
SERVICENOW INC
+$1.0M
1,106
减持
GD
GENERAL DYNAMICS CORP
-$1.0M
2,546
-60%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$994.1K
1,984
-53%
建仓
GEV
GE VERNOVA INC
+$983.8K
1,600
减持
ADBE
ADOBE INC
-$975.6K
1,605
-60%
减持
SIXJ
AIM ETF PRODUCTS TRUST
-$936.8K
44,961
-41%
减持
MRK
MERCK & CO INC
-$935.4K
10,406
-54%
减持
QCOM
QUALCOMM INC
-$910.8K
4,723
-56%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$882.1K
201,842
-3%
减持
FEZ
SPDR INDEX SHS FDS
-$795.0K
70,231
-19%
减持
DHI
D R HORTON INC
-$794.1K
5,208
-60%
增持
SPY
SPDR S&P 500 ETF TR
+$714.9K
7,157
+9%
减持
GOOG
ALPHABET INC
+$661.5K
11,352
-4%
增持
QQQ
INVESCO QQQ TR
+$646.1K
9,743
+3%
建仓
SO
SOUTHERN CO
+$619.7K
6,539
增持
COR
CENCORA INC
+$609.6K
8,054
+27%
增持
UNH
UNITEDHEALTH GROUP INC
+$586.9K
10,292
+8%
建仓
ATO
ATMOS ENERGY CORP
+$513.4K
3,007
建仓
INTU
INTUIT
+$492.4K
721
减持
—
UNILEVER PLC
-$471.1K
9,725
-43%
建仓
HRL
HORMEL FOODS CORP
+$461.8K
18,666
减持
HEGD
LISTED FDS TR
+$418.6K
308,046
-0%
减持
DTE
DTE ENERGY CO
-$410.1K
7,053
-34%
减持
—
EXXON MOBIL CORP
-$406.7K
7,015
-37%
减持
ANET
ARISTA NETWORKS INC
+$404.8K
15,671
-15%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$396.8K
52,401
+9%
减持
MO
ALTRIA GROUP INC
-$394.5K
13,780
-38%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$375.9K
62,461
+22%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$374.3K
56,924
+7%
减持
CVX
CHEVRON CORP NEW
-$367.3K
5,154
-37%
增持
GALT
GALECTIN THERAPEUTICS INC
+$366.2K
165,993
+4%
增持
TJX
TJX COS INC NEW
+$351.8K
13,906
+4%
减持
NFLX
NETFLIX INC
-$337.7K
2,084
-2%
减持
PSFF
PACER FDS TR
+$327.6K
466,448
-1%
减持
SCHV
SCHWAB STRATEGIC TR
+$287.6K
277,456
-1%
减持
CMI
CUMMINS INC
+$276.8K
4,786
-10%
增持
AMAT
APPLIED MATLS INC
+$275.1K
10,452
+3%
减持
AAPL
APPLE INC
+$257.4K
18,967
-15%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$255.7K
610
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$240.6K
11,697
建仓
CXT
CRANE NXT CO
+$232.5K
3,467
建仓
MLI
MUELLER INDS INC
+$232.3K
2,298
建仓
KTB
KONTOOR BRANDS INC
+$228.2K
2,860
建仓
HALO
HALOZYME THERAPEUTICS INC
+$222.9K
3,039
建仓
AYI
ACUITY INC
+$219.5K
637
建仓
FTGS
FIRST TR EXCHANGE-TRADED FD
+$218.2K
6,077
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$218.1K
61,756
+7%
建仓
DKS
DICKS SPORTING GOODS INC
+$213.0K
958
建仓
PEGA
PEGASYSTEMS INC
+$212.1K
3,688
建仓
NXT
NEXTRACKER INC
+$211.3K
2,856
建仓
STRL
STERLING INFRASTRUCTURE INC
+$210.9K
621
建仓
DOCS
DOXIMITY INC
+$208.8K
2,855
清仓
EHC
ENCOMPASS HEALTH CORP
-$207.4K
0
-100%
清仓
—
TOPBUILD CORP
-$203.3K
0
-100%
建仓
MGY
MAGNOLIA OIL & GAS CORP
+$203.1K
8,508
清仓
TXRH
TEXAS ROADHOUSE INC
-$201.3K
0
-100%
清仓
INGR
INGREDION INC
-$201.2K
0
-100%
建仓
CHWY
CHEWY INC
+$201.2K
4,973
增持
IJR
ISHARES TR
+$179.8K
15,129
+3%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$175.2K
65,561
+3%
减持
VO
VANGUARD INDEX FDS
+$172.3K
13,825
-1%
增持
CLX
CLOROX CO DEL
+$160.6K
8,428
+15%
增持
HSY
HERSHEY CO
+$158.4K
6,934
+1%
减持
ARKK
ARK ETF TR
+$157.1K
14,012
-6%
减持
ORCL
ORACLE CORP
+$154.5K
8,465
-17%
增持
TSLA
TESLA INC
+$146.0K
1,014
+6%
减持
NVDA
NVIDIA CORPORATION
+$145.4K
17,311
-11%
增持
—
EATON CORP PLC
+$135.1K
6,379
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$134.0K
73,321
+3%
减持
SCHG
SCHWAB STRATEGIC TR
+$133.7K
588,716
-8%
增持
PEP
PEPSICO INC
+$132.5K
8,137
+6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$130.4K
101,917
-6%
增持
AEP
AMERICAN ELEC PWR CO INC
+$126.8K
11,495
+2%
增持
NEE
NEXTERA ENERGY INC
+$124.0K
15,327
+3%
减持
SCHD
SCHWAB STRATEGIC TR
-$117.8K
41,237
-12%
减持
DFAS
DIMENSIONAL ETF TRUST
+$110.3K
24,090
-0%
增持
GIS
GENERAL MLS INC
+$108.9K
22,116
+14%
减持
XLP
SELECT SECTOR SPDR TR
-$105.4K
30,659
-1%
减持
VGT
VANGUARD WORLD FD
+$101.9K
3,000
-7%
增持
DUK
DUKE ENERGY CORP NEW
+$101.0K
10,193
+4%
增持
UBER
UBER TECHNOLOGIES INC
+$100.7K
20,118
+0%
增持
—
KELLANOVA
+$96.9K
13,399
+6%
增持
MCD
MCDONALDS CORP
+$95.1K
4,505
+3%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$95.1K
31,786
+6%
增持
NVS
NOVARTIS AG
+$91.5K
9,547
+2%
增持
LLY
ELI LILLY & CO
+$82.1K
2,513
+7%
减持
VB
VANGUARD INDEX FDS
+$81.4K
5,955
-3%
增持
ANGL
VANECK ETF TRUST
+$81.1K
50,675
+4%
减持
DGRW
WISDOMTREE TR
+$80.2K
19,332
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$68.8K
32,717
+3%
减持
DFLV
DIMENSIONAL ETF TRUST
+$66.3K
51,825
-2%
增持
AMZN
AMAZON COM INC
+$62.1K
10,986
+3%
减持
IDCC
INTERDIGITAL INC
+$62.0K
781
-16%
减持
FV
FIRST TR EXCHANGE TRADED FD
+$57.2K
34,344
-2%
增持
BLV
VANGUARD BD INDEX FDS
+$57.2K
15,238
+4%
减持
META
META PLATFORMS INC
-$56.2K
3,203
-2%
减持
DFAU
DIMENSIONAL ETF TRUST
+$55.2K
39,637
-5%
减持
VUG
VANGUARD INDEX FDS
+$51.4K
4,203
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$49.2K
1,536
-7%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$48.1K
2,137
-22%
增持
ECL
ECOLAB INC
+$46.7K
4,401
+2%
减持
VXUS
VANGUARD STAR FDS
+$46.0K
42,286
-5%
减持
EZBC
FRANKLIN TEMPLETON DIGITAL H
-$45.7K
17,706
-9%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$45.5K
7,742
+4%
增持
CL
COLGATE PALMOLIVE CO
-$44.4K
12,699
+9%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
+$39.6K
3,622
-4%
增持
ABT
ABBOTT LABS
+$38.7K
8,242
+5%
减持
MGK
VANGUARD WORLD FD
+$37.4K
2,446
-5%
减持
PG
PROCTER AND GAMBLE CO
-$35.0K
3,271
-3%
减持
MSFT
MICROSOFT CORP
+$34.4K
4,611
-3%
增持
BSV
VANGUARD BD INDEX FDS
+$33.5K
3,551
+13%
增持
EOG
EOG RES INC
-$33.0K
14,809
+5%
增持
MDLZ
MONDELEZ INTL INC
-$32.9K
17,139
+5%
增持
MKC
MCCORMICK & CO INC
-$32.6K
15,074
+10%
增持
KMB
KIMBERLY-CLARK CORP
+$32.5K
8,335
+7%
增持
CORT
CORCEPT THERAPEUTICS INC
+$32.1K
2,946
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$23.3K
571
+5%
减持
FIX
COMFORT SYS USA INC
-$22.2K
265
-41%
增持
ZTS
ZOETIS INC
+$21.4K
6,733
+9%
清仓
—
LUCID GROUP INC
-$21.2K
0
-100%
减持
CASY
CASEYS GEN STORES INC
+$20.6K
437
-2%
增持
FGD
FIRST TR EXCHANGE TRADED FD
+$18.1K
11,911
+1%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
+$16.0K
887
-4%
增持
VIGI
VANGUARD WHITEHALL FDS
+$15.3K
42,685
+1%
减持
UJUL
INNOVATOR ETFS TRUST
+$15.2K
12,079
-0%
减持
GAPR
FIRST TR EXCHNG TRADED FD VI
-$12.9K
57,577
-3%
减持
SCHX
SCHWAB STRATEGIC TR
+$11.4K
18,479
-5%
减持
AX
AXOS FINANCIAL INC
-$10.4K
2,419
-15%
减持
PAPR
INNOVATOR ETFS TRUST
+$9.5K
8,964
-0%
减持
MA
MASTERCARD INCORPORATED
+$8.7K
3,244
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$7.6K
8,948
+0%
增持
V
VISA INC
-$6.7K
5,409
+4%
