Retirement Guys Formula LLC 13F 持仓 · 2026年Q2
Retirement Guys Formula 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 158 只证券，申报市值合计 2.66 亿美元。前几大持仓：JPST（5.84%）、HEGD（2.96%）、QQQ（2.53%）。本季前 25 大持仓中：新建仓 1 只、增持 20 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | $15.5M | 5.84% | 306,792 | 增持 |
| 2 | HEGD | LISTED FDS TR | $7.9M | 2.96% | 294,582 | 增持 |
| 3 | QQQ | INVESCO QQQ TR | $6.7M | 2.53% | 9,135 | 增持 |
| 4 | VO | VANGUARD INDEX FDS | $6.1M | 2.30% | 75,977 | 增持 |
| 5 | AAPL | APPLE INC | $5.4M | 2.05% | 18,818 | 增持 |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.7M | 1.78% | 83,530 | 增持 |
| 7 | AVEM | AMERICAN CENTY ETF TR | $4.6M | 1.75% | 48,125 | 减持 |
| 8 | SCHG | SCHWAB STRATEGIC TR | $4.5M | 1.70% | 133,514 | 增持 |
| 9 | AMAT | APPLIED MATLS INC | $4.5M | 1.68% | 6,164 | 减持 |
| 10 | PYLD | PIMCO ETF TR | $4.5M | 1.68% | 167,989 | 新建仓 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $4.4M | 1.65% | 5,858 | 增持 |
| 12 | JNJ | JOHNSON & JOHNSON | $4.3M | 1.62% | 16,934 | 增持 |
| 13 | LLY | ELI LILLY & CO | $4.2M | 1.59% | 3,529 | 增持 |
| 14 | PANW | PALO ALTO NETWORKS INC | $4.2M | 1.58% | 12,301 | 增持 |
| 15 | JEPQ | J P MORGAN EXCHANGE TRADED F | $4.1M | 1.56% | 67,455 | 减持 |
| 16 | KNG | FIRST TR EXCHANGE-TRADED FD | $4.1M | 1.53% | 80,287 | 增持 |
| 17 | JIVE | J P MORGAN EXCHANGE TRADED F | $4.0M | 1.52% | 43,842 | 增持 |
| 18 | FVD | FIRST TR EXCHANGE-TRADED FD | $3.3M | 1.26% | 69,379 | 增持 |
| 19 | WMT | WALMART INC | $3.3M | 1.23% | 28,760 | 增持 |
| 20 | NVDA | NVIDIA CORPORATION | $3.3M | 1.22% | 16,264 | 增持 |
| 21 | VXUS | VANGUARD STAR FDS | $3.2M | 1.20% | 37,183 | 减持 |
| 22 | COR | CENCORA INC | $3.1M | 1.16% | 10,912 | 增持 |
| 23 | AMZN | AMAZON COM INC | $3.0M | 1.13% | 12,577 | 增持 |
| 24 | GILD | GILEAD SCIENCES INC | $3.0M | 1.13% | 23,848 | 增持 |
| 25 | GOOG | ALPHABET INC | $3.0M | 1.13% | 8,478 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR