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 |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | $1,551.45万 | 5.84% | 306,792 | 67,193 | 28.0% | $339.80万 | 加仓 |
| HEGD | LISTED FDS TR | $785.36万 | 2.96% | 294,582 | 5,447 | 1.9% | $14.52万 | 加仓 |
| QQQ | INVESCO QQQ TR | $672.74万 | 2.53% | 9,135 | 197 | 2.2% | $14.51万 | 加仓 |
| VO | VANGUARD INDEX FDS | $612.14万 | 2.30% | 75,977 | 16,129 | 26.9% | $129.95万 | 加仓 |
| AAPL | APPLE INC | $544.51万 | 2.05% | 18,818 | 612 | 3.4% | $17.71万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $471.78万 | 1.78% | 83,530 | 4,066 | 5.1% | $22.96万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $464.36万 | 1.75% | 48,125 | -92 | -0.2% | -$8,877 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $451.81万 | 1.70% | 133,514 | 66,599 | 99.5% | $225.37万 | 加仓 |
| AMAT | APPLIED MATLS INC | $445.69万 | 1.68% | 6,164 | -86 | -1.4% | -$6.22万 | 减仓 |
| PYLD | PIMCO ETF TR | $445.51万 | 1.68% | 167,989 | 167,989 | — | $445.51万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $437.43万 | 1.65% | 5,858 | 176 | 3.1% | $13.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $429.92万 | 1.62% | 16,934 | 1,179 | 7.5% | $29.93万 | 加仓 |
| LLY | ELI LILLY & CO | $423.22万 | 1.59% | 3,529 | 299 | 9.3% | $35.86万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $419.49万 | 1.58% | 12,301 | 39 | 0.3% | $1.33万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $414.58万 | 1.56% | 67,455 | -216 | -0.3% | -$1.33万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $405.45万 | 1.53% | 80,287 | 4,895 | 6.5% | $24.72万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $403.15万 | 1.52% | 43,842 | 770 | 1.8% | $7.08万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $334.27万 | 1.26% | 69,379 | 3,560 | 5.4% | $17.15万 | 加仓 |
| WMT | WALMART INC | $326.03万 | 1.23% | 28,760 | 2,277 | 8.6% | $25.81万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $325.43万 | 1.22% | 16,264 | 1,029 | 6.8% | $20.59万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $317.88万 | 1.20% | 37,183 | -957 | -2.5% | -$8.18万 | 减仓 |
| COR | CENCORA INC | $308.79万 | 1.16% | 10,912 | 1,396 | 14.7% | $39.50万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $301.30万 | 1.13% | 23,848 | 2,725 | 12.9% | $34.43万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $300.99万 | 1.13% | 142,918 | 142,918 | — | $300.99万 | 新建仓 |
| AMZN | AMAZON COM INC | $299.76万 | 1.13% | 12,577 | 392 | 3.2% | $9.34万 | 加仓 |
| GOOG | ALPHABET INC | $299.57万 | 1.13% | 8,478 | 334 | 4.1% | $11.80万 | 加仓 |
| PEP | PEPSICO INC | $293.57万 | 1.10% | 21,682 | 2,139 | 10.9% | $28.96万 | 加仓 |
| CAT | CATERPILLAR INC | $283.70万 | 1.07% | 2,664 | 142 | 5.6% | $15.12万 | 加仓 |
| GEV | GE VERNOVA INC | $282.84万 | 1.06% | 2,407 | -41 | -1.7% | -$4.82万 | 减仓 |
| CMI | CUMMINS INC | $268.85万 | 1.01% | 3,770 | 155 | 4.3% | $11.05万 | 加仓 |
| APH | AMPHENOL CORP | $260.37万 | 0.98% | 14,767 | 1,228 | 9.1% | $21.65万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $258.76万 | 0.97% | 15,232 | 344 | 2.3% | $5.84万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $254.49万 | 0.96% | 73,108 | 22,639 | 44.9% | $78.81万 | 重新持有 |
| MRK | MERCK & CO INC | $254.22万 | 0.96% | 19,784 | 1,461 | 8.0% | $18.77万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $247.67万 | 0.93% | 29,815 | 787 | 2.7% | $6.54万 | 加仓 |
| AVGO | BROADCOM INC | $239.28万 | 0.90% | 6,334 | 287 | 4.7% | $10.84万 | 加仓 |
| IJR | ISHARES TR | $235.38万 | 0.89% | 15,925 | 155 | 1.0% | $2.29万 | 加仓 |
| V | VISA INC | $231.86万 | 0.87% | 6,758 | 640 | 10.5% | $21.96万 | 加仓 |
| EOG | EOG RES INC | $227.89万 | 0.86% | 17,567 | 844 | 5.0% | $10.95万 | 加仓 |
| MSFT | MICROSOFT CORP | $226.58万 | 0.85% | 6,074 | 541 | 9.8% | $20.18万 | 加仓 |
| VGT | VANGUARD WORLD FD | $223.57万 | 0.84% | 18,706 | -1,118 | -5.6% | -$13.36万 | 减仓 |
| HD | HOME DEPOT INC | $222.48万 | 0.84% | 6,308 | 714 | 12.8% | $25.18万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $218.64万 | 0.82% | 6,172 | 576 | 10.3% | $20.40万 | 加仓 |
| TJX | TJX COS INC NEW | $218.37万 | 0.82% | 14,414 | 1,043 | 7.8% | $15.80万 | 加仓 |
| META | META PLATFORMS INC | $216.33万 | 0.81% | 3,841 | 267 | 7.5% | $15.04万 | 加仓 |
| NFLX | NETFLIX INC. | $211.48万 | 0.80% | 29,619 | 26 | 0.1% | $1,856 | 加仓 |
| NOW | SERVICENOW INC | $206.04万 | 0.78% | 20,753 | 2,286 | 12.4% | $22.70万 | 加仓 |
| VB | VANGUARD INDEX FDS | $203.77万 | 0.77% | 6,771 | 41 | 0.6% | $1.23万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $201.01万 | 0.76% | 77,492 | 3,526 | 4.8% | $9.15万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $198.29万 | 0.75% | 9,099 | 44 | 0.5% | $9,589 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $197.46万 | 0.74% | 43,030 | 1,677 | 4.1% | $7.70万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $189.91万 | 0.71% | 7,826 | 608 | 8.4% | $14.75万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $185.12万 | 0.70% | 12,624 | 836 | 7.1% | $12.26万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $182.91万 | 0.69% | 40,076 | -5,629 | -12.3% | -$25.69万 | 减仓 |
| KO | COCA COLA CO | $182.80万 | 0.69% | 22,493 | 1,421 | 6.7% | $11.55万 | 加仓 |
| DTE | DTE ENERGY CO | $178.21万 | 0.67% | 11,696 | 714 | 6.5% | $10.88万 | 加仓 |
| NEM | NEWMONT CORP | $175.11万 | 0.66% | 18,749 | 2,173 | 13.1% | $20.30万 | 加仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $165.82万 | 0.62% | 14,792 | -1,560 | -9.5% | -$17.49万 | 重新持有 |
| MO | ALTRIA GROUP INC | $165.47万 | 0.62% | 23,015 | 1,659 | 7.8% | $11.93万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $161.63万 | 0.61% | 31,269 | -1,071 | -3.3% | -$5.54万 | 减仓 |
| DTM | DT MIDSTREAM INC | $161.52万 | 0.61% | 11,007 | 750 | 7.3% | $11.01万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $159.23万 | 0.60% | 40,272 | -2,090 | -4.9% | -$8.26万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $158.90万 | 0.60% | 18,447 | -8,661 | -31.9% | -$74.61万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $155.72万 | 0.59% | 18,912 | -579 | -3.0% | -$4.77万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $154.27万 | 0.58% | 11,276 | 357 | 3.3% | $4.88万 | 加仓 |
| SO | SOUTHERN CO | $152.63万 | 0.57% | 15,947 | 982 | 6.6% | $9.40万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $150.70万 | 0.57% | 11,905 | 744 | 6.7% | $9.42万 | 加仓 |
| DGRW | WISDOMTREE TR | $150.48万 | 0.57% | 15,738 | -424 | -2.6% | -$4.05万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $149.40万 | 0.56% | 37,757 | -9,015 | -19.3% | -$35.67万 | 减仓 |
| NVS | NOVARTIS AG | $148.71万 | 0.56% | 9,489 | 874 | 10.1% | $13.70万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $147.07万 | 0.55% | 16,756 | 1,776 | 11.9% | $15.59万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $146.91万 | 0.55% | 25,108 | 25,108 | — | $146.91万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $144.37万 | 0.54% | 15,747 | 1,572 | 11.1% | $14.41万 | 加仓 |
| ETR | ENTERGY CORP NEW | $144.22万 | 0.54% | 12,556 | 741 | 6.3% | $8.51万 | 加仓 |
| WM | WASTE MGMT INC DEL | $137.66万 | 0.52% | 6,177 | 454 | 7.9% | $10.12万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $135.96万 | 0.51% | 19,797 | 7,106 | 56.0% | $48.80万 | 重新持有 |
| BTI | BRITISH AMERN TOB PLC | $135.32万 | 0.51% | 21,910 | 2,056 | 10.4% | $12.70万 | 加仓 |
| — | NATHANS FAMOUS INC | $135.28万 | 0.51% | 13,315 | 1,145 | 9.4% | $11.63万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $134.88万 | 0.51% | 36,974 | -1,009 | -2.7% | -$3.68万 | 减仓 |
| ANGL | VANECK ETF TRUST | $134.17万 | 0.50% | 45,885 | 823 | 1.8% | $2.41万 | 加仓 |
| AZN | ASTRAZENECA PLC | $133.80万 | 0.50% | 7,056 | 771 | 12.3% | $14.62万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $132.77万 | 0.50% | 28,286 | 390 | 1.4% | $1.83万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $130.86万 | 0.49% | 7,596 | 558 | 7.9% | $9.61万 | 加仓 |
| MCD | MCDONALDS CORP | $130.14万 | 0.49% | 4,814 | 365 | 8.2% | $9.87万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $129.66万 | 0.49% | 40,888 | 241 | 0.6% | $7,642 | 加仓 |
| MGK | VANGUARD WORLD FD | $122.53万 | 0.46% | 13,938 | -107 | -0.8% | -$9,407 | 减仓 |
| CASY | CASEYS GEN STORES INC | $122.12万 | 0.46% | 1,536 | -489 | -24.1% | -$38.88万 | 减仓 |
| HSY | HERSHEY CO | $120.10万 | 0.45% | 6,846 | 718 | 11.7% | $12.60万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $120.08万 | 0.45% | 13,233 | 2,310 | 21.1% | $20.96万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $118.31万 | 0.45% | 55,727 | -1,988 | -3.4% | -$4.22万 | 减仓 |
| MCK | MCKESSON CORP | $101.81万 | 0.38% | 1,347 | 226 | 20.2% | $17.08万 | 加仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $101.13万 | 0.38% | 29,824 | 1,301 | 4.6% | $4.41万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $98.77万 | 0.37% | 25,938 | -3,576 | -12.1% | -$13.62万 | 减仓 |
| — | GALECTIN THERAPEUTICS INC | $97.93万 | 0.37% | 211,053 | 23,991 | 12.8% | $11.13万 | 加仓 |
| ARKK | ARK ETF TR | $92.05万 | 0.35% | 11,389 | 8,155 | 252.2% | $65.91万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $88.30万 | 0.33% | 765 | -482 | -38.7% | -$55.64万 | 减仓 |
| IVV | ISHARES TR | $80.58万 | 0.30% | 1,131 | 1 | 0.1% | $712 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $79.35万 | 0.30% | 11,504 | 354 | 3.2% | $2.44万 | 加仓 |
| PSFF | PACER FDS TR | $75.45万 | 0.28% | 21,991 | 8,777 | 66.4% | $30.11万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $70.72万 | 0.27% | 9,925 | 950 | 10.6% | $6.77万 | 加仓 |