RETIREMENT GUYS FORMULA LLC
MAUMEE OH · SEC CIK 0001933059
$2.17亿2026Q1 申报市值
154持仓数
24.4%前十大占比 · 第一大 5.6%
26 / 27新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JIVE 新建仓+$368.87万
JPST 加仓+$310.23万
GILD 新建仓+$294.39万
PAUG 新建仓+$195.25万
PEP 加仓+$182.76万
2026Q1 卖出最多 按季末市值估算
VIGI 清仓-$393.43万
HELO 清仓-$338.00万
SCHG 减仓-$275.90万
FV 清仓-$219.86万
KO 减仓-$212.81万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VIGI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -43,021 | -100.0% | -$393.43万 | 清仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -50,881 | -100.0% | -$338.00万 | 清仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -34,943 | -100.0% | -$219.86万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -3,289 | -100.0% | -$187.78万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -20,763 | -100.0% | -$169.65万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -8,561 | -100.0% | -$166.86万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -35,392 | -100.0% | -$161.18万 | 清仓 |
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -4,435 | -100.0% | -$116.43万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,734 | -100.0% | -$114.86万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -1,243 | -100.0% | -$107.22万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -14,853 | -100.0% | -$101.16万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -7,638 | -100.0% | -$99.68万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -21,244 | -100.0% | -$98.79万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -7,518 | -100.0% | -$94.59万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -9,352 | -100.0% | -$94.36万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -3,663 | -100.0% | -$94.22万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -17,206 | -100.0% | -$92.62万 | 清仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -8,732 | -100.0% | -$88.05万 | 清仓 |
| FEZ | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -4,775 | -100.0% | -$47.94万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,210 | -100.0% | -$27.12万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -3,578 | -100.0% | -$23.01万 | 清仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -6,325 | -100.0% | -$22.36万 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OPCH | OPTION CARE HEALTH INC | $0 | 0.00% | 0 | -6,857 | -100.0% | -$21.85万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -348 | -100.0% | -$21.27万 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | -222 | -100.0% | -$20.68万 | 清仓 |
| WHD | CACTUS INC | $0 | 0.00% | 0 | -4,522 | -100.0% | -$20.66万 | 清仓 |
| — | TOPBUILD CORP | $0 | 0.00% | 0 | -487 | -100.0% | -$20.32万 | 清仓 |
| IRT | INDEPENDENCE RLTY TR INC | $19.67万 | 0.09% | 12,476 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $20.05万 | 0.09% | 1,099 | -24 | -2.1% | -$4,379 | 减仓 |
| BP | BP PLC | $20.14万 | 0.09% | 4,286 | 4,286 | — | $20.14万 | 新建仓 |
| DOCS | DOXIMITY INC | $20.26万 | 0.09% | 8,697 | 5,842 | 204.6% | $13.61万 | 重新持有 |
| VCSH | VANGUARD SCOTTSDALE FDS | $20.42万 | 0.09% | 2,576 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $20.51万 | 0.09% | 679 | 5 | 0.7% | $1,510 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $20.53万 | 0.09% | 3,847 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $20.57万 | 0.09% | 1,863 | 1,863 | — | $20.57万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $20.60万 | 0.09% | 3,187 | 95 | 3.1% | $6,140 | 加仓 |
| EVR | EVERCORE INC | $20.71万 | 0.10% | 694 | 16 | 2.4% | $4,775 | 加仓 |
| HCI | HCI GROUP INC | $20.82万 | 0.10% | 1,347 | 1,347 | — | $20.82万 | 新建仓 |
| OSIS | OSI SYSTEMS INC | $21.16万 | 0.10% | 797 | 797 | — | $21.16万 | 新建仓 |
| MLI | MUELLER INDS INC | $21.16万 | 0.10% | 1,910 | -216 | -10.2% | -$2.39万 | 减仓 |
| DT | DYNATRACE INC | $21.25万 | 0.10% | 5,746 | 5,746 | — | $21.25万 | 新建仓 |
| MWA | MUELLER WTR PRODS INC | $21.31万 | 0.10% | 7,751 | 7,751 | — | $21.31万 | 新建仓 |
| AX | AXOS FINANCIAL INC | $21.64万 | 0.10% | 2,543 | 94 | 3.8% | $7,998 | 加仓 |
| ARKK | ARK ETF TR | $21.86万 | 0.10% | 3,234 | 91 | 2.9% | $6,151 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $21.90万 | 0.10% | 2,051 | 23 | 1.1% | $2,456 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $22.15万 | 0.10% | 5,401 | 5,401 | — | $22.15万 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $22.15万 | 0.10% | 5,205 | 1,513 | 41.0% | $6.44万 | 加仓 |
| ATI | ATI INC | $22.15万 | 0.10% | 1,523 | 1,523 | — | $22.15万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $22.20万 | 0.10% | 545 | -76 | -12.2% | -$3.10万 | 重新持有 |
| EXEL | EXELIXIS INC | $22.27万 | 0.10% | 5,193 | 181 | 3.6% | $7,763 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $22.49万 | 0.10% | 2,887 | -617 | -17.6% | -$4.81万 | 减仓 |
| ABBV | ABBVIE INC | $22.67万 | 0.10% | 1,042 | -7,106 | -87.2% | -$154.58万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $22.80万 | 0.10% | 1,731 | 1,731 | — | $22.80万 | 新建仓 |
| PAPR | INNOVATOR ETFS TRUST | $23.30万 | 0.11% | 5,855 | -393 | -6.3% | -$1.56万 | 减仓 |
| CHWY | CHEWY INC | $23.38万 | 0.11% | 8,660 | 3,687 | 74.1% | $9.95万 | 重新持有 |
| CART | MAPLEBEAR INC | $23.62万 | 0.11% | 6,306 | 6,306 | — | $23.62万 | 新建仓 |
| FIVE | FIVE BELOW INC | $23.74万 | 0.11% | 1,039 | 1,039 | — | $23.74万 | 新建仓 |
| — | CATALYST PHARMACEUTICALS INC | $23.83万 | 0.11% | 9,626 | 173 | 1.8% | $4,283 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $24.17万 | 0.11% | 911 | 24 | 2.7% | $6,367 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $24.21万 | 0.11% | 614 | -102 | -14.2% | -$4.02万 | 减仓 |
| NXT | NEXTPOWER INC | $25.04万 | 0.12% | 2,077 | -544 | -20.8% | -$6.56万 | 减仓 |
| COKE | COCA COLA CONS INC | $26.22万 | 0.12% | 1,367 | -71 | -4.9% | -$1.36万 | 减仓 |
| — | EXXON MOBIL CORP | $26.42万 | 0.12% | 1,557 | -5,458 | -77.8% | -$92.63万 | 重新持有 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $27.30万 | 0.13% | 5,481 | 233 | 4.4% | $1.16万 | 加仓 |
| CVX | CHEVRON CORPORATION | $27.33万 | 0.13% | 1,321 | -3,833 | -74.4% | -$79.30万 | 重新持有 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $27.51万 | 0.13% | 464 | -34 | -6.8% | -$2.02万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $27.57万 | 0.13% | 1,019 | -5,006 | -83.1% | -$135.43万 | 减仓 |
| FTI | TECHNIPFMC PLC | $28.20万 | 0.13% | 4,079 | 4,079 | — | $28.20万 | 新建仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $28.34万 | 0.13% | 8,976 | 468 | 5.5% | $1.48万 | 重新持有 |
| QYLD | GLOBAL X FDS | $28.44万 | 0.13% | 16,583 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.51万 | 0.13% | 595 | -2 | -0.3% | -$958 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $28.64万 | 0.13% | 12,332 | -7,466 | -37.7% | -$17.34万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $31.40万 | 0.14% | 9,835 | -2,259 | -18.7% | -$7.21万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $31.99万 | 0.15% | 4,935 | -642 | -11.5% | -$4.16万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $32.93万 | 0.15% | 7,163 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $33.29万 | 0.15% | 12,983 | -5,959 | -31.5% | -$15.28万 | 减仓 |
| T | AT&T INC | $36.07万 | 0.17% | 12,441 | -35,681 | -74.1% | -$103.44万 | 减仓 |
| TSLA | TESLA INC | $37.70万 | 0.17% | 1,014 | -150 | -12.9% | -$5.58万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $37.85万 | 0.17% | 1,563 | 9 | 0.6% | $2,180 | 加仓 |
| IAGG | ISHARES TR | $38.76万 | 0.18% | 7,747 | 7,747 | — | $38.76万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $42.13万 | 0.19% | 1,247 | 471 | 60.7% | $15.91万 | 加仓 |
| PSFF | PACER FDS TR | $42.34万 | 0.19% | 13,214 | -20,262 | -60.5% | -$64.93万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $46.09万 | 0.21% | 12,036 | -5 | -0.0% | -$191 | 减仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $49.29万 | 0.23% | 12,179 | -941 | -7.2% | -$3.81万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $50.22万 | 0.23% | 8,975 | -12 | -0.1% | -$671 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $50.24万 | 0.23% | 10,004 | -20,966 | -67.7% | -$105.28万 | 减仓 |
| — | GALECTIN THERAPEUTICS INC | $52.19万 | 0.24% | 187,062 | 2,500 | 1.4% | $6,975 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $53.02万 | 0.24% | 12,709 | 12,709 | — | $53.02万 | 新建仓 |
| ETN | EATON CORP PLC | $53.29万 | 0.25% | 1,490 | -5,044 | -77.2% | -$180.41万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $53.44万 | 0.25% | 1,666 | 60 | 3.7% | $1.92万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $63.45万 | 0.29% | 18,703 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $65.14万 | 0.30% | 1,130 | 8 | 0.7% | $4,612 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $76.75万 | 0.35% | 11,150 | -1,840 | -14.2% | -$12.67万 | 减仓 |
| MCK | MCKESSON CORP | $97.01万 | 0.45% | 1,121 | 1,121 | — | $97.01万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $103.21万 | 0.47% | 2,809 | 167 | 6.3% | $6.14万 | 加仓 |
| BCD | ABRDN ETFS | $103.58万 | 0.48% | 28,948 | 1,577 | 5.8% | $5.64万 | 加仓 |