RETIREMENT GUYS FORMULA LLC
MAUMEE OH · SEC CIK 0001933059
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $69.27万 | 0.26% | 18,541 | -162 | -0.9% | -$6,052 | 减仓 |
| ETN | EATON CORP PLC | $64.26万 | 0.24% | 1,508 | 18 | 1.2% | $7,670 | 加仓 |
| VTI | VANGUARD INDEX FDS | $61.89万 | 0.23% | 1,672 | 6 | 0.4% | $2,221 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $50.85万 | 0.19% | 11,143 | -1,566 | -12.3% | -$7.15万 | 减仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $50.65万 | 0.19% | 12,154 | -25 | -0.2% | -$1,042 | 减仓 |
| — | INNOVATOR ETFS TRUST | $49.07万 | 0.18% | 12,036 | 0 | 0.0% | — | 不变 |
| ANF | ABERCROMBIE & FITCH CO | $46.15万 | 0.17% | 5,127 | 5,127 | — | $46.15万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $43.85万 | 0.17% | 1,578 | 15 | 1.0% | $4,168 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $42.59万 | 0.16% | 9,986 | -18 | -0.2% | -$768 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $42.14万 | 0.16% | 502 | -43 | -7.9% | -$3.61万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $38.93万 | 0.15% | 937 | -82 | -8.0% | -$3.41万 | 减仓 |
| IAGG | ISHARES TR | $38.78万 | 0.15% | 7,663 | -84 | -1.1% | -$4,251 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $38.03万 | 0.14% | 12,923 | -60 | -0.5% | -$1,766 | 减仓 |
| QQQI | NEOS ETF TRUST | $37.67万 | 0.14% | 6,633 | 6,633 | — | $37.67万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $36.16万 | 0.14% | 586 | -28 | -4.6% | -$1.73万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $34.96万 | 0.13% | 7,163 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $34.15万 | 0.13% | 812 | -202 | -19.9% | -$8.50万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $30.79万 | 0.12% | 911 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $30.56万 | 0.12% | 16,583 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $29.51万 | 0.11% | 1,497 | -26 | -1.7% | -$5,125 | 减仓 |
| — | CATALYST PHARMACEUTICALS INC | $29.23万 | 0.11% | 9,301 | -325 | -3.4% | -$1.02万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $28.87万 | 0.11% | 1,713 | -18 | -1.0% | -$3,034 | 减仓 |
| CART | MAPLEBEAR INC | $28.62万 | 0.11% | 6,044 | -262 | -4.2% | -$1.24万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $28.55万 | 0.11% | 12,345 | 13 | 0.1% | $301 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.42万 | 0.11% | 568 | -27 | -4.5% | -$1.35万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $28.41万 | 0.11% | 3,662 | 775 | 26.8% | $6.01万 | 加仓 |
| FTDR | FRONTDOOR INC | $28.41万 | 0.11% | 3,661 | 3,661 | — | $28.41万 | 新建仓 |
| FTI | TECHNIPFMC PLC | $28.24万 | 0.11% | 4,259 | 180 | 4.4% | $1.19万 | 加仓 |
| EXEL | EXELIXIS INC | $28.21万 | 0.11% | 5,184 | -9 | -0.2% | -$490 | 减仓 |
| AYI | ACUITY INC | $27.53万 | 0.10% | 731 | 123 | 20.2% | $4.63万 | 重新持有 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $27.28万 | 0.10% | 5,479 | -2 | -0.0% | -$100 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $27.21万 | 0.10% | 5,410 | 9 | 0.2% | $453 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $26.82万 | 0.10% | 2,078 | 27 | 1.3% | $3,485 | 加仓 |
| ABBV | ABBVIE INC | $26.69万 | 0.10% | 1,061 | 19 | 1.8% | $4,780 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $26.51万 | 0.10% | 4,962 | 27 | 0.5% | $1,443 | 加仓 |
| COKE | COCA COLA CONS INC | $26.02万 | 0.10% | 1,363 | -4 | -0.3% | -$764 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $25.84万 | 0.10% | 3,302 | 115 | 3.6% | $9,001 | 加仓 |
| DT | DYNATRACE INC | $25.40万 | 0.10% | 5,785 | 39 | 0.7% | $1,712 | 加仓 |
| DY | DYCOM INDS INC | $25.33万 | 0.10% | 501 | 501 | — | $25.33万 | 新建仓 |
| T | AT&T INC | $24.97万 | 0.09% | 12,063 | -378 | -3.0% | -$7,825 | 减仓 |
| AX | AXOS FINANCIAL INC | $24.93万 | 0.09% | 2,560 | 17 | 0.7% | $1,656 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $24.87万 | 0.09% | 459 | -5 | -1.1% | -$2,709 | 减仓 |
| NXT | NEXTPOWER INC | $24.77万 | 0.09% | 2,079 | 2 | 0.1% | $238 | 加仓 |
| YETI | YETI HLDGS INC | $24.69万 | 0.09% | 4,982 | 4,982 | — | $24.69万 | 新建仓 |
| HCI | HCI GROUP INC | $24.27万 | 0.09% | 1,385 | 38 | 2.8% | $6,660 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $24.15万 | 0.09% | 5,722 | -133 | -2.3% | -$5,613 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $23.97万 | 0.09% | 1,240 | 1,240 | — | $23.97万 | 新建仓 |
| EVR | EVERCORE INC | $23.65万 | 0.09% | 693 | -1 | -0.1% | -$341 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $22.99万 | 0.09% | 8,987 | 11 | 0.1% | $281 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $22.70万 | 0.09% | 3,847 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $22.01万 | 0.08% | 1,097 | -2 | -0.2% | -$401 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $20.81万 | 0.08% | 8,055 | 304 | 3.9% | $7,852 | 加仓 |
| CVX | CHEVRON CORPORATION | $20.62万 | 0.08% | 1,244 | -77 | -5.8% | -$1.28万 | 减仓 |
| IDCC | INTERDIGITAL INC | $20.41万 | 0.08% | 721 | 42 | 6.2% | $1.19万 | 加仓 |
| — | EXXON MOBIL CORP | $20.37万 | 0.08% | 1,490 | -67 | -4.3% | -$9,159 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $20.36万 | 0.08% | 2,576 | 0 | 0.0% | — | 不变 |
| ITRI | ITRON INC | $20.15万 | 0.08% | 2,329 | 2,329 | — | $20.15万 | 新建仓 |
| IRT | INDEPENDENCE RLTY TR INC | $19.63万 | 0.07% | 12,476 | 0 | 0.0% | — | 不变 |
| BCD | ABRDN ETFS | $0 | 0.00% | 0 | -28,948 | -100.0% | -$103.58万 | 清仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -9,835 | -100.0% | -$31.40万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -1,039 | -100.0% | -$23.74万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -8,660 | -100.0% | -$23.38万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -5,205 | -100.0% | -$22.15万 | 清仓 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | -1,910 | -100.0% | -$21.16万 | 清仓 |
| OSIS | OSI SYSTEMS INC | $0 | 0.00% | 0 | -797 | -100.0% | -$21.16万 | 清仓 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -1,863 | -100.0% | -$20.57万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -8,697 | -100.0% | -$20.26万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -4,286 | -100.0% | -$20.14万 | 清仓 |