13F 机构持仓

RETIREMENT GUYS FORMULA LLC

MAUMEE OH · SEC CIK 0001933059

2026Q22026Q1 更早 9 个季度 🔒
$2.66亿2026Q2 申报市值
158持仓数
24.3%前十大占比 · 第一大 5.8%
10 / 10新建仓 / 清仓
申报市值走势$2.66亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

JPST 5.8%
HEGD 3.0%
QQQ 2.5%
VO 2.3%
AAPL 2.0%
JEPI 1.8%
AVEM 1.7%
SCHG 1.7%
AMAT 1.7%
PYLD 1.7%

2026Q2 买入最多 按季末市值估算

PYLD 新建仓+$445.51万
JPST 加仓+$339.80万
IGLD 新建仓+$300.99万
SCHG 加仓+$225.37万
VWO 新建仓+$146.91万

2026Q2 卖出最多 按季末市值估算

BCD 清仓-$103.58万
VUG 减仓-$74.61万
MU 减仓-$55.64万
CASY 减仓-$38.88万
AAAU 减仓-$35.67万

2026Q2 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
BCD ABRDN ETFS $00.00%0 -28,948-100.0% -$103.58万 清仓
FGD FIRST TR EXCHANGE-TRADED FD $00.00%0 -9,835-100.0% -$31.40万 清仓
FIVE FIVE BELOW INC $00.00%0 -1,039-100.0% -$23.74万 清仓
CHWY CHEWY INC $00.00%0 -8,660-100.0% -$23.38万 清仓
PEGA PEGASYSTEMS INC $00.00%0 -5,205-100.0% -$22.15万 清仓
MLI MUELLER INDS INC $00.00%0 -1,910-100.0% -$21.16万 清仓
OSIS OSI SYSTEMS INC $00.00%0 -797-100.0% -$21.16万 清仓
SHV ISHARES TR $00.00%0 -1,863-100.0% -$20.57万 清仓
DOCS DOXIMITY INC $00.00%0 -8,697-100.0% -$20.26万 清仓
BP BP PLC $00.00%0 -4,286-100.0% -$20.14万 清仓
IRT INDEPENDENCE RLTY TR INC $19.63万0.07%12,476 00.0% — 不变
ITRI ITRON INC $20.15万0.08%2,329 2,329— $20.15万 新建仓
VCSH VANGUARD SCOTTSDALE FDS $20.36万0.08%2,576 00.0% — 不变
— EXXON MOBIL CORP $20.37万0.08%1,490 -67-4.3% -$9,159 减仓
IDCC INTERDIGITAL INC $20.41万0.08%721 426.2% $1.19万 加仓
CVX CHEVRON CORPORATION $20.62万0.08%1,244 -77-5.8% -$1.28万 减仓
MWA MUELLER WTR PRODS INC $20.81万0.08%8,055 3043.9% $7,852 加仓
COF CAPITAL ONE FINL CORP $22.01万0.08%1,097 -2-0.2% -$401 减仓
NJAN INNOVATOR ETFS TRUST $22.70万0.09%3,847 00.0% — 不变
MGY MAGNOLIA OIL & GAS CORP $22.99万0.09%8,987 110.1% $281 加仓
EVR EVERCORE INC $23.65万0.09%693 -1-0.1% -$341 减仓
TXRH TEXAS ROADHOUSE INC $23.97万0.09%1,240 1,240— $23.97万 新建仓
PAPR INNOVATOR ETFS TRUST $24.15万0.09%5,722 -133-2.3% -$5,613 减仓
HCI HCI GROUP INC $24.27万0.09%1,385 382.8% $6,660 加仓
YETI YETI HLDGS INC $24.69万0.09%4,982 4,982— $24.69万 新建仓
NXT NEXTPOWER INC $24.77万0.09%2,079 20.1% $238 加仓
UTHR UNITED THERAPEUTICS CORP DEL $24.87万0.09%459 -5-1.1% -$2,709 减仓
AX AXOS FINANCIAL INC $24.93万0.09%2,560 170.7% $1,656 加仓
T AT&T INC $24.97万0.09%12,063 -378-3.0% -$7,825 减仓
DY DYCOM INDS INC $25.33万0.10%501 501— $25.33万 新建仓
DT DYNATRACE INC $25.40万0.10%5,785 390.7% $1,712 加仓
HALO HALOZYME THERAPEUTICS INC $25.84万0.10%3,302 1153.6% $9,001 加仓
COKE COCA COLA CONS INC $26.02万0.10%1,363 -4-0.3% -$764 减仓
XLE SELECT SECTOR SPDR TR $26.51万0.10%4,962 270.5% $1,443 加仓
ABBV ABBVIE INC $26.69万0.10%1,061 191.8% $4,780 加仓
EWBC EAST WEST BANCORP INC $26.82万0.10%2,078 271.3% $3,485 加仓
ACIW ACI WORLDWIDE INC $27.21万0.10%5,410 90.2% $453 加仓
LMBS FIRST TR EXCHANGE-TRADED FD $27.28万0.10%5,479 -2-0.0% -$100 减仓
AYI ACUITY INC $27.53万0.10%731 12320.2% $4.63万 重新持有
EXEL EXELIXIS INC $28.21万0.11%5,184 -9-0.2% -$490 减仓
FTI TECHNIPFMC PLC $28.24万0.11%4,259 1804.4% $1.19万 加仓
FTDR FRONTDOOR INC $28.41万0.11%3,661 3,661— $28.41万 新建仓
BSV VANGUARD BD INDEX FDS $28.41万0.11%3,662 77526.8% $6.01万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $28.42万0.11%568 -27-4.5% -$1.35万 减仓
SCHZ SCHWAB STRATEGIC TR $28.55万0.11%12,345 130.1% $301 加仓
CART MAPLEBEAR INC $28.62万0.11%6,044 -262-4.2% -$1.24万 减仓
NBIX NEUROCRINE BIOSCIENCES INC $28.87万0.11%1,713 -18-1.0% -$3,034 减仓
— CATALYST PHARMACEUTICALS INC $29.23万0.11%9,301 -325-3.4% -$1.02万 减仓
ATI ATI INC $29.51万0.11%1,497 -26-1.7% -$5,125 减仓
QYLD GLOBAL X FDS $30.56万0.12%16,583 00.0% — 不变
AIT APPLIED INDL TECHNOLOGIES IN $30.79万0.12%911 00.0% — 不变
TSLA TESLA INC $34.15万0.13%812 -202-19.9% -$8.50万 减仓
PJUL INNOVATOR ETFS TRUST $34.96万0.13%7,163 00.0% — 不变
CRS CARPENTER TECHNOLOGY CORP $36.16万0.14%586 -28-4.6% -$1.73万 减仓
QQQI NEOS ETF TRUST $37.67万0.14%6,633 6,633— $37.67万 新建仓
SCHX SCHWAB STRATEGIC TR $38.03万0.14%12,923 -60-0.5% -$1,766 减仓
IAGG ISHARES TR $38.78万0.15%7,663 -84-1.1% -$4,251 减仓
UNH UNITEDHEALTH GROUP INC $38.93万0.15%937 -82-8.0% -$3.41万 减仓
STRL STERLING INFRASTRUCTURE INC $42.14万0.16%502 -43-7.9% -$3.61万 减仓
VZ VERIZON COMMUNICATIONS INC $42.59万0.16%9,986 -18-0.2% -$768 减仓
IBM INTERNATIONAL BUSINESS MACHS $43.85万0.17%1,578 151.0% $4,168 加仓
ANF ABERCROMBIE & FITCH CO $46.15万0.17%5,127 5,127— $46.15万 新建仓
— INNOVATOR ETFS TRUST $49.07万0.18%12,036 00.0% — 不变
GAPR FIRST TR EXCHNG TRADED FD VI $50.65万0.19%12,154 -25-0.2% -$1,042 减仓
KJAN INNOVATOR ETFS TRUST $50.85万0.19%11,143 -1,566-12.3% -$7.15万 减仓
VTI VANGUARD INDEX FDS $61.89万0.23%1,672 60.4% $2,221 加仓
ETN EATON CORP PLC $64.26万0.24%1,508 181.2% $7,670 加仓
— INNOVATOR ETFS TRUST $69.27万0.26%18,541 -162-0.9% -$6,052 减仓
VEA VANGUARD TAX-MANAGED FDS $70.72万0.27%9,925 95010.6% $6.77万 加仓
PSFF PACER FDS TR $75.45万0.28%21,991 8,77766.4% $30.11万 加仓
BLV VANGUARD BD INDEX FDS $79.35万0.30%11,504 3543.2% $2.44万 加仓
IVV ISHARES TR $80.58万0.30%1,131 10.1% $712 加仓
MU MICRON TECHNOLOGY INC $88.30万0.33%765 -482-38.7% -$55.64万 减仓
ARKK ARK ETF TR $92.05万0.35%11,389 8,155252.2% $65.91万 加仓
— GALECTIN THERAPEUTICS INC $97.93万0.37%211,053 23,99112.8% $11.13万 加仓
IJAN INNOVATOR ETFS TRUST $98.77万0.37%25,938 -3,576-12.1% -$13.62万 减仓
— FRANKLIN TEMPLETON DIGITAL H $101.13万0.38%29,824 1,3014.6% $4.41万 加仓
MCK MCKESSON CORP $101.81万0.38%1,347 22620.2% $17.08万 加仓
— INNOVATOR ETFS TRUST $118.31万0.45%55,727 -1,988-3.4% -$4.22万 减仓
ABT ABBOTT LABORATORIES $120.08万0.45%13,233 2,31021.1% $20.96万 加仓
HSY HERSHEY CO $120.10万0.45%6,846 71811.7% $12.60万 加仓
CASY CASEYS GEN STORES INC $122.12万0.46%1,536 -489-24.1% -$38.88万 减仓
MGK VANGUARD WORLD FD $122.53万0.46%13,938 -107-0.8% -$9,407 减仓
SCHD SCHWAB STRATEGIC TR $129.66万0.49%40,888 2410.6% $7,642 加仓
MCD MCDONALDS CORP $130.14万0.49%4,814 3658.2% $9.87万 加仓
ATO ATMOS ENERGY CORP $130.86万0.49%7,596 5587.9% $9.61万 加仓
JCPB J P MORGAN EXCHANGE TRADED F $132.77万0.50%28,286 3901.4% $1.83万 加仓
AZN ASTRAZENECA PLC $133.80万0.50%7,056 77112.3% $14.62万 加仓
ANGL VANECK ETF TRUST $134.17万0.50%45,885 8231.8% $2.41万 加仓
— AIM ETF PRODUCTS TRUST $134.88万0.51%36,974 -1,009-2.7% -$3.68万 减仓
— NATHANS FAMOUS INC $135.28万0.51%13,315 1,1459.4% $11.63万 加仓
BTI BRITISH AMERN TOB PLC $135.32万0.51%21,910 2,05610.4% $12.70万 加仓
FEZ SPDR INDEX SHS FDS $135.96万0.51%19,797 7,10656.0% $48.80万 重新持有
WM WASTE MGMT INC DEL $137.66万0.52%6,177 4547.9% $10.12万 加仓
ETR ENTERGY CORP NEW $144.22万0.54%12,556 7416.3% $8.51万 加仓
CL COLGATE PALMOLIVE CO $144.37万0.54%15,747 1,57211.1% $14.41万 加仓
VWO VANGUARD INTL EQUITY INDEX F $146.91万0.55%25,108 25,108— $146.91万 新建仓
NEE NEXTERA ENERGY INC $147.07万0.55%16,756 1,77611.9% $15.59万 加仓
NVS NOVARTIS AG $148.71万0.56%9,489 87410.1% $13.70万 加仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $149.40万0.56%37,757 -9,015-19.3% -$35.67万 减仓