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Tempus Wealth Planning, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Tempus Wealth Planning, LLC

报告期 2026-03-31 · CIK 0001806428

持仓数

270

前50大市值合计

$261.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

GE GE AEROSPACE

COM NEW

$24.9M

87,834

9.5%

GEV GE VERNOVA INC

COM

$18.7M

21,395

7.1%

NVDA NVIDIA CORPORATION

COM

$11.3M

64,951

4.3%

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$10.5M

246,258

4.0%

SCHZ SCHWAB STRATEGIC TR

US AGGREGATE B

$10.2M

440,395

3.9%

AAPL APPLE INC

COM

$9.0M

35,558

3.5%

QQQ INVESCO QQQ TR

UNIT SER 1

$8.2M

14,241

3.1%

MSFT MICROSOFT CORP

COM

$7.9M

21,315

3.0%

SPTM SPDR SERIES TRUST

STATE STREET SPD

$7.6M

96,528

2.9%

BIL SPDR SERIES TRUST

STATE STREET SPD

$7.3M

79,222

2.8%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$7.1M

276,481

2.7%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$6.9M

10,560

2.6%

SPMO INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM

$6.2M

54,922

2.4%

TSLA TESLA INC

COM

$6.0M

16,242

2.3%

CGBL CAPITAL GROUP CORE BALANCED

SHS

$6.0M

173,996

2.3%

IVV ISHARES TR

CORE S&P500 ETF

$5.7M

8,682

2.2%

IBHF ISHARES TR

IBONDS 2026 TERM

$5.2M

226,276

2.0%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$5.2M

67,658

2.0%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$5.0M

23,205

1.9%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$4.8M

193,781

1.8%

QLTY GMO ETF TRUST

GMO US QUALITY E

$4.8M

132,256

1.8%

FNDX SCHWAB STRATEGIC TR

FUNDAMENTAL US L

$4.2M

151,291

1.6%

AMZN AMAZON COM INC

COM

$4.1M

19,762

1.6%

GOOGL ALPHABET INC

CAP STK CL A

$4.1M

14,260

1.6%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$3.6M

125,033

1.4%

PPA INVESCO EXCHANGE TRADED FD T

AEROSPACE DEFN

$3.5M

20,935

1.3%

JPM JPMORGAN CHASE & CO

COM

$3.4M

11,565

1.3%

WMT WALMART INC

COM

$3.4M

27,170

1.3%

PVAL PUTNAM ETF TRUST

FOCUSED LAR CAP

$3.3M

72,136

1.3%

ICSH ISHARES TR

ULTRA SHORT DUR

$3.2M

62,820

1.2%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$3.0M

50,988

1.1%

GRNY TIDAL TRUST I

FUNDSTRAT GRANNY

$2.9M

120,480

1.1%

GMOI GMO ETF TRUST

GMO INTL VALUE

$2.9M

78,730

1.1%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$2.8M

8,867

1.1%

TLT ISHARES TR

20 YR TR BD ETF

$2.8M

31,780

1.1%

FNDF SCHWAB STRATEGIC TR

FUNDAMENTAL INTL

$2.7M

54,941

1.0%

IVW ISHARES TR

S&P 500 GRWT ETF

$2.7M

23,482

1.0%

CGMU CAPITAL GRP FIXED INCM ETF T

MUNICIPAL INCOME

$2.6M

95,691

1.0%

IYW ISHARES TR

U.S. TECH ETF

$2.5M

13,837

1.0%

SHV ISHARES TR

TRUST ISHARE 0-1

$2.5M

22,437

0.9%

SPTS SPDR SERIES TRUST

STATE STREET SPD

$2.4M

83,169

0.9%

AMAT APPLIED MATLS INC

COM

$2.4M

6,950

0.9%

CGDG CAPITAL GROUP DIVIDEND GROWE

SHS ETF

$2.4M

66,145

0.9%

SPAB SPDR SERIES TRUST

STATE STREET SPD

$2.4M

92,559

0.9%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$2.4M

41,752

0.9%

IVE ISHARES TR

S&P 500 VAL ETF

$2.3M

11,055

0.9%

ORCL ORACLE CORP

COM

$2.3M

15,489

0.9%

IWM ISHARES TR

RUSSELL 2000 ETF

$2.2M

8,752

0.8%

GEHC GE HEALTHCARE TECHNOLOGIES I

COMMON STOCK

$2.2M

30,447

0.8%

META META PLATFORMS INC

CL A

$2.1M

3,749

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

32%前 6 大占比

GE9.5%GEV7.1%NVDA4.3%CGDV4.0%SCHZ3.9%AAPL3.5%