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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 11
增持 53
减持 56
清仓 30
方向
标的
Δ市值
现股数(环比)
减持
PSFF
PACER FDS TR
-$13.7M
33,476
-93%
减持
SCHG
SCHWAB STRATEGIC TR
-$13.5M
161,628
-73%
减持
SCHV
SCHWAB STRATEGIC TR
-$6.6M
50,469
-82%
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。
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$5.5M
0
-100%
减持
BCD
ABRDN ETFS
-$4.5M
27,371
-82%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$4.2M
82,560
-59%
减持
FEZ
SPDR INDEX SHS FDS
-$3.5M
12,691
-82%
减持
SOXQ
INVESCO EXCH TRADED FD TR II
-$3.5M
16,352
-81%
减持
SGOV
ISHARES TR
-$2.2M
4,775
-82%
建仓
PDEC
INNOVATOR ETFS TRUST
+$1.7M
40,103
减持
GAPR
FIRST TR EXCHNG TRADED FD VI
-$1.7M
13,120
-77%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.6M
6,025
-41%
增持
KO
COCA COLA CO
+$1.1M
49,056
+40%
清仓
—
KELLANOVA
-$1.1M
0
-100%
减持
ARKK
ARK ETF TR
-$967.5K
3,143
-78%
增持
PG
PROCTER AND GAMBLE CO
+$930.0K
9,996
+206%
增持
T
AT&T INC
+$907.8K
48,122
+373%
清仓
MO
ALTRIA GROUP INC
-$903.9K
0
-100%
清仓
DHI
D R HORTON INC
-$882.6K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$868.3K
0
-100%
清仓
CAT
CATERPILLAR INC
-$830.0K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$800.4K
0
-100%
清仓
—
EXXON MOBIL CORP
-$791.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$779.5K
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$759.4K
178,301
+9%
增持
GEV
GE VERNOVA INC
+$755.3K
2,661
+66%
增持
JNJ
JOHNSON & JOHNSON
+$741.0K
16,335
+15%
增持
WMT
WALMART INC
+$721.5K
18,142
+44%
增持
ORCL
ORACLE CORP
-$712.0K
8,561
+1%
增持
INTU
INTUIT
+$656.3K
1,734
+140%
减持
DTE
DTE ENERGY CO
-$646.1K
2,724
-61%
清仓
ELV
ELEVANCE HEALTH INC FORMERLY
-$640.9K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$624.6K
1,243
-32%
清仓
SYK
STRYKER CORPORATION
-$592.0K
0
-100%
清仓
—
UNILEVER PLC
-$576.5K
0
-100%
增持
CBOE
CBOE GLOBAL MKTS INC
+$573.2K
6,713
+48%
增持
PANW
PALO ALTO NETWORKS INC
+$568.9K
9,856
+61%
清仓
ADBE
ADOBE INC
-$566.2K
0
-100%
增持
AVGO
BROADCOM INC
+$547.8K
5,297
+36%
减持
MRK
MERCK & CO INC
-$538.8K
3,178
-69%
减持
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$533.6K
44,514
-29%
增持
ABBV
ABBVIE INC
+$529.6K
8,148
+42%
增持
ATO
ATMOS ENERGY CORP
+$523.1K
6,184
+106%
增持
COR
CENCORA INC
+$479.1K
8,871
+10%
清仓
HRL
HORMEL FOODS CORP
-$461.8K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$455.4K
14,876
-14%
增持
NFLX
NETFLIX INC
-$447.0K
21,881
+950%
增持
BKR
BAKER HUGHES COMPANY
+$441.8K
35,392
+47%
增持
SO
SOUTHERN CO
+$420.6K
11,930
+82%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$416.3K
63,499
+12%
减持
LLY
ELI LILLY & CO
+$361.5K
2,120
-16%
增持
NOW
SERVICENOW INC
+$360.0K
8,994
+713%
减持
ANET
ARISTA NETWORKS INC
-$357.1K
14,701
-6%
减持
QQQ
INVESCO QQQ TR
-$318.8K
9,003
-8%
增持
HD
HOME DEPOT INC
+$313.9K
4,394
+49%
增持
—
EATON CORP PLC
-$306.2K
6,534
+2%
清仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$275.5K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
-$274.4K
20,763
+3%
建仓
COF
CAPITAL ONE FINL CORP
+$272.2K
1,123
建仓
SLV
ISHARES SILVER TR
+$271.2K
4,210
清仓
UMAY
INNOVATOR ETFS TRUST
-$263.0K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$258.7K
8,973
+16%
清仓
CORT
CORCEPT THERAPEUTICS INC
-$244.8K
0
-100%
清仓
BSCS
INVESCO EXCH TRD SLF IDX FD
-$240.6K
0
-100%
清仓
CXT
CRANE NXT CO
-$232.5K
0
-100%
清仓
KTB
KONTOOR BRANDS INC
-$228.2K
0
-100%
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$225.4K
716
清仓
BMAY
INNOVATOR ETFS TRUST
-$222.8K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$221.5K
776
清仓
DMAY
FIRST TR EXCHNG TRADED FD VI
-$221.1K
0
-100%
建仓
CPRX
CATALYST PHARMACEUTICALS INC
+$220.6K
9,453
建仓
COKE
COCA COLA CONS INC
+$220.5K
1,438
减持
EOG
EOG RES INC
-$220.0K
13,716
-7%
建仓
OPCH
OPTION CARE HEALTH INC
+$218.5K
6,857
清仓
DKS
DICKS SPORTING GOODS INC
-$213.0K
0
-100%
清仓
BSCR
INVESCO EXCH TRD SLF IDX FD
-$212.0K
0
-100%
建仓
NJAN
INNOVATOR ETFS TRUST
+$211.3K
3,847
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$211.3K
0
-100%
清仓
STRL
STERLING INFRASTRUCTURE INC
-$210.9K
0
-100%
清仓
DOCS
DOXIMITY INC
-$208.8K
0
-100%
建仓
WHD
CACTUS INC
+$206.6K
4,522
建仓
—
TOPBUILD CORP
+$203.2K
487
清仓
MGY
MAGNOLIA OIL & GAS CORP
-$203.1K
0
-100%
清仓
CHWY
CHEWY INC
-$201.2K
0
-100%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$200.1K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$193.3K
6,626
+11%
减持
ABT
ABBOTT LABS
-$184.6K
7,338
-11%
减持
BLV
VANGUARD BD INDEX FDS
-$176.1K
12,990
-15%
增持
META
META PLATFORMS INC
-$174.8K
3,298
+3%
减持
VGT
VANGUARD WORLD FD
-$173.9K
2,741
-9%
减持
VZ
VERIZON COMMUNICATIONS INC
-$173.1K
30,970
-5%
增持
CLX
CLOROX CO DEL
-$158.7K
8,732
+4%
减持
HEGD
LISTED FDS TR
-$146.8K
298,681
-3%
增持
MDLZ
MONDELEZ INTL INC
-$144.5K
17,206
+0%
增持
DDFL
INNOVATOR ETFS TRUST
+$139.9K
64,648
+10%
增持
MSFT
MICROSOFT CORP
-$139.2K
4,651
+1%
减持
GIS
GENERAL MLS INC
-$132.8K
21,244
-4%
减持
SPY
SPDR S&P 500 ETF TR
-$127.9K
6,804
-5%
增持
VO
VANGUARD INDEX FDS
+$120.9K
14,409
+4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$116.4K
75,174
+3%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$116.0K
29,471
-7%
增持
VIGI
VANGUARD WHITEHALL FDS
+$111.0K
43,021
+1%
增持
NVS
NOVARTIS AG
+$106.8K
9,655
+1%
减持
XLP
SELECT SECTOR SPDR TR
-$106.2K
29,564
-4%
增持
MGK
VANGUARD WORLD FD
+$106.1K
2,642
+8%
减持
PAPR
INNOVATOR ETFS TRUST
-$99.4K
6,248
-30%
增持
KMB
KIMBERLY-CLARK CORP
-$92.8K
9,352
+12%
减持
AMZN
AMAZON COM INC
+$92.0K
10,849
-1%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$80.8K
7,638
-1%
增持
TSLA
TESLA INC
+$72.5K
1,164
+15%
增持
MCD
MCDONALDS CORP
+$72.4K
4,716
+5%
增持
FV
FIRST TR EXCHANGE TRADED FD
+$72.1K
34,943
+2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$72.0K
3,663
+6%
减持
DUK
DUKE ENERGY CORP NEW
-$70.2K
10,163
-0%
减持
GOOG
ALPHABET INC
-$66.9K
8,597
-24%
增持
GALT
GALECTIN THERAPEUTICS INC
+$64.8K
184,562
+11%
减持
AVEM
AMERICAN CENTY ETF TR
+$62.2K
50,341
-1%
增持
IJR
ISHARES TR
+$61.4K
15,476
+2%
减持
SIXJ
AIM ETF PRODUCTS TRUST
-$56.5K
42,081
-6%
减持
IDCC
INTERDIGITAL INC
-$55.2K
674
-14%
减持
NEE
NEXTERA ENERGY INC
+$54.5K
15,091
-2%
减持
DFAU
DIMENSIONAL ETF TRUST
-$52.0K
37,645
-5%
增持
EZBC
FRANKLIN TEMPLETON DIGITAL H
-$51.7K
22,147
+25%
减持
CL
COLGATE PALMOLIVE CO
-$49.4K
12,221
-4%
减持
DGRW
WISDOMTREE TR
-$48.9K
18,684
-3%
减持
HSY
HERSHEY CO
-$47.2K
6,868
-1%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$46.9K
62,912
+2%
减持
AAPL
APPLE INC
+$45.5K
17,932
-5%
减持
V
VISA INC
+$41.5K
5,384
-0%
减持
CMI
CUMMINS INC
+$41.3K
4,041
-16%
增持
ECL
ECOLAB INC
-$41.0K
4,435
+1%
减持
TJX
TJX COS INC NEW
+$40.5K
13,349
-4%
增持
ZTS
ZOETIS INC
-$39.2K
7,518
+12%
增持
VUG
VANGUARD INDEX FDS
+$34.8K
4,234
+1%
增持
MA
MASTERCARD INCORPORATED
+$32.4K
3,289
+1%
减持
EME
EMCOR GROUP INC
-$31.9K
348
-8%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$31.4K
66,471
+1%
减持
ANGL
VANECK ETF TRUST
-$31.1K
50,245
-1%
减持
PEP
PEPSICO INC
-$27.1K
7,774
-4%
减持
DFLV
DIMENSIONAL ETF TRUST
+$26.2K
50,605
-2%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$26.0K
50,881
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$25.2K
1,554
+1%
减持
VXUS
VANGUARD STAR FDS
-$24.9K
40,847
-3%
增持
VTI
VANGUARD INDEX FDS
+$24.8K
1,606
+3%
增持
FGD
FIRST TR EXCHANGE TRADED FD
+$23.6K
12,094
+2%
增持
SCHX
SCHWAB STRATEGIC TR
+$23.0K
18,942
+3%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$19.1K
3,578
-1%
减持
NXT
NEXTPOWER INC
+$17.0K
2,621
-8%
减持
DFAS
DIMENSIONAL ETF TRUST
-$16.2K
23,439
-3%
减持
WM
WASTE MGMT INC DEL
-$14.9K
5,165
-1%
