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 |
|---|---|---|---|---|---|---|---|---|
| IJAN | INNOVATOR ETFS TRUST | $107.08万 | 0.49% | 29,514 | 29,514 | — | $107.08万 | 新建仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $111.78万 | 0.51% | 28,523 | 6,376 | 28.8% | $24.99万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $112.15万 | 0.52% | 10,923 | 3,585 | 48.9% | $36.81万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $116.09万 | 0.53% | 19,854 | 19,854 | — | $116.09万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $118.57万 | 0.55% | 57,715 | -6,933 | -10.7% | -$14.24万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $120.81万 | 0.56% | 14,175 | 1,954 | 16.0% | $16.65万 | 加仓 |
| — | NATHANS FAMOUS INC | $122.59万 | 0.56% | 12,170 | 12,170 | — | $122.59万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $123.95万 | 0.57% | 6,285 | 6,285 | — | $123.95万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $124.70万 | 0.57% | 40,647 | -703 | -1.7% | -$2.16万 | 减仓 |
| HSY | HERSHEY CO | $127.39万 | 0.59% | 6,128 | -740 | -10.8% | -$15.38万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $127.77万 | 0.59% | 37,983 | -4,098 | -9.7% | -$13.79万 | 减仓 |
| ANGL | VANECK ETF TRUST | $129.42万 | 0.60% | 45,062 | -5,183 | -10.3% | -$14.89万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $130.01万 | 0.60% | 7,038 | 854 | 13.8% | $15.78万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $131.33万 | 0.60% | 27,896 | -1,575 | -5.3% | -$7.42万 | 减仓 |
| WM | WASTE MGMT INC DEL | $131.50万 | 0.60% | 5,723 | 558 | 10.8% | $12.82万 | 加仓 |
| NVS | NOVARTIS AG | $131.59万 | 0.61% | 8,615 | -1,040 | -10.8% | -$15.89万 | 减仓 |
| ETR | ENTERGY CORP NEW | $132.75万 | 0.61% | 11,815 | 11,815 | — | $132.75万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $138.13万 | 0.64% | 10,257 | 10,257 | — | $138.13万 | 新建仓 |
| MCD | MCDONALDS CORP | $138.27万 | 0.64% | 4,449 | -267 | -5.7% | -$8.30万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $138.64万 | 0.64% | 19,491 | -3,948 | -16.8% | -$28.08万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $139.13万 | 0.64% | 14,980 | -111 | -0.7% | -$1.03万 | 减仓 |
| MO | ALTRIA GROUP INC | $140.98万 | 0.65% | 21,356 | 7,576 | 55.0% | $50.01万 | 重新持有 |
| DGRW | WISDOMTREE TR | $141.96万 | 0.65% | 16,162 | -2,522 | -13.5% | -$22.15万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $143.13万 | 0.66% | 10,919 | -212 | -1.9% | -$2.78万 | 减仓 |
| SO | SOUTHERN CO | $144.45万 | 0.66% | 14,965 | 3,035 | 25.4% | $29.29万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $145.92万 | 0.67% | 32,340 | -5,305 | -14.1% | -$23.94万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $146.14万 | 0.67% | 11,161 | 998 | 9.8% | $13.07万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $147.40万 | 0.68% | 2,025 | 1,603 | 379.9% | $116.68万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $151.28万 | 0.70% | 42,362 | -8,243 | -16.3% | -$29.44万 | 减仓 |
| KO | COCA COLA CO | $160.25万 | 0.74% | 21,072 | -27,984 | -57.0% | -$212.81万 | 减仓 |
| DTE | DTE ENERGY CO | $160.57万 | 0.74% | 10,982 | 8,258 | 303.2% | $120.74万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $170.26万 | 0.78% | 11,788 | 1,792 | 17.9% | $25.88万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $170.89万 | 0.79% | 9,055 | 82 | 0.9% | $1.55万 | 加仓 |
| APH | AMPHENOL CORP | $171.07万 | 0.79% | 13,539 | 13,539 | — | $171.07万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $172.91万 | 0.80% | 2,478 | -263 | -9.6% | -$18.35万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $175.75万 | 0.81% | 41,353 | 1,250 | 3.1% | $5.31万 | 加仓 |
| VB | VANGUARD INDEX FDS | $176.21万 | 0.81% | 6,730 | 104 | 1.6% | $2.72万 | 加仓 |
| CAT | CATERPILLAR INC | $178.66万 | 0.82% | 2,522 | 782 | 44.9% | $55.40万 | 重新持有 |
| NEM | NEWMONT CORP | $179.43万 | 0.83% | 16,576 | 16,576 | — | $179.43万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $182.79万 | 0.84% | 14,888 | 187 | 1.3% | $2.30万 | 加仓 |
| HD | HOME DEPOT INC | $183.98万 | 0.85% | 5,594 | 1,200 | 27.3% | $39.47万 | 加仓 |
| V | VISA INC | $184.90万 | 0.85% | 6,118 | 734 | 13.6% | $22.18万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $186.86万 | 0.86% | 4,518 | 284 | 6.7% | $11.75万 | 加仓 |
| AVGO | BROADCOM INC | $187.15万 | 0.86% | 6,047 | 750 | 14.2% | $23.21万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $192.07万 | 0.88% | 5,596 | 3,050 | 119.8% | $104.68万 | 重新持有 |
| NOW | SERVICENOW INC | $193.07万 | 0.89% | 18,467 | 9,473 | 105.3% | $99.04万 | 加仓 |
| CMI | CUMMINS INC | $194.52万 | 0.89% | 3,615 | -426 | -10.5% | -$22.92万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $194.92万 | 0.90% | 66,915 | -94,713 | -58.6% | -$275.90万 | 减仓 |
| IJR | ISHARES TR | $195.01万 | 0.90% | 15,770 | 294 | 1.9% | $3.64万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $195.25万 | 0.90% | 45,705 | 45,705 | — | $195.25万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $196.58万 | 0.90% | 12,262 | 2,406 | 24.4% | $38.57万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $202.87万 | 0.93% | 7,218 | 505 | 7.5% | $14.19万 | 加仓 |
| META | META PLATFORMS INC | $204.49万 | 0.94% | 3,574 | 276 | 8.4% | $15.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $204.83万 | 0.94% | 5,533 | 882 | 19.0% | $32.65万 | 加仓 |
| TJX | TJX COS INC NEW | $213.54万 | 0.98% | 13,371 | 22 | 0.2% | $3,513 | 加仓 |
| AMAT | APPLIED MATLS INC | $213.60万 | 0.98% | 6,250 | -2,043 | -24.6% | -$69.82万 | 减仓 |
| GEV | GE VERNOVA INC | $213.70万 | 0.98% | 2,448 | -213 | -8.0% | -$18.59万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $216.04万 | 0.99% | 46,772 | -35,788 | -43.3% | -$165.30万 | 减仓 |
| MRK | MERCK & CO INC | $220.41万 | 1.01% | 18,323 | 15,145 | 476.6% | $182.18万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $223.52万 | 1.03% | 73,966 | 29,452 | 66.2% | $89.00万 | 加仓 |
| GOOG | ALPHABET INC | $233.62万 | 1.07% | 8,144 | -453 | -5.3% | -$12.99万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $237.97万 | 1.09% | 29,028 | -536 | -1.8% | -$4.39万 | 减仓 |
| EOG | EOG RES INC | $241.77万 | 1.11% | 16,723 | 3,007 | 21.9% | $43.47万 | 加仓 |
| AMZN | AMAZON COM INC | $253.78万 | 1.17% | 12,185 | 1,336 | 12.3% | $27.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $265.70万 | 1.22% | 15,235 | 359 | 2.4% | $6.26万 | 加仓 |
| NFLX | NETFLIX INC. | $284.54万 | 1.31% | 29,593 | 7,712 | 35.2% | $74.15万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $294.10万 | 1.35% | 38,140 | -2,707 | -6.6% | -$20.87万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $294.39万 | 1.35% | 21,123 | 21,123 | — | $294.39万 | 新建仓 |
| LLY | ELI LILLY & CO | $297.06万 | 1.37% | 3,230 | 1,110 | 52.4% | $102.08万 | 加仓 |
| COR | CENCORA INC | $298.94万 | 1.37% | 9,516 | 645 | 7.3% | $20.26万 | 加仓 |
| PEP | PEPSICO INC | $303.48万 | 1.40% | 19,543 | 11,769 | 151.4% | $182.76万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $309.55万 | 1.42% | 65,819 | -652 | -1.0% | -$3.07万 | 减仓 |
| WMT | WALMART INC | $328.51万 | 1.51% | 26,483 | 8,341 | 46.0% | $103.47万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $367.23万 | 1.69% | 75,392 | 12,480 | 19.8% | $60.79万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $368.87万 | 1.70% | 43,072 | 43,072 | — | $368.87万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $369.55万 | 1.70% | 5,682 | -1,122 | -16.5% | -$72.97万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $375.71万 | 1.73% | 67,671 | 4,172 | 6.6% | $23.16万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $385.08万 | 1.77% | 15,755 | -580 | -3.6% | -$14.18万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $388.54万 | 1.79% | 48,217 | -2,124 | -4.2% | -$17.12万 | 减仓 |
| VO | VANGUARD INDEX FDS | $429.69万 | 1.98% | 14,962 | 553 | 3.8% | $15.88万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $450.40万 | 2.07% | 79,464 | 4,290 | 5.7% | $24.32万 | 加仓 |
| AAPL | APPLE INC | $462.04万 | 2.12% | 18,206 | 274 | 1.5% | $6.95万 | 加仓 |
| QQQ | INVESCO QQQ TR | $515.87万 | 2.37% | 8,938 | -65 | -0.7% | -$3.75万 | 减仓 |
| HEGD | LISTED FDS TR | $714.16万 | 3.28% | 289,135 | -9,546 | -3.2% | -$23.58万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,212.61万 | 5.58% | 239,599 | 61,298 | 34.4% | $310.23万 | 加仓 |