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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
$261.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 56
增持 72
减持 18
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
ICSH
ISHARES TR
-$4.5M
152,119
-37%
增持
SPTM
SPDR SER TR
+$2.0M
56,836
+420%
增持
IVV
ISHARES TR
+$1.8M
11,703
+89%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.7M
14,706
+671%
增持
ESGU
ISHARES TR
+$1.6M
28,630
+263%
建仓
MBB
ISHARES TR
+$1.3M
13,923
建仓
SCHO
SCHWAB STRATEGIC TR
+$1.2M
25,486
建仓
ROK
ROCKWELL AUTOMATION INC
+$1.0M
4,850
增持
IUSB
ISHARES TR
+$860.0K
28,428
+229%
建仓
SUSC
ISHARES TR
+$858.0K
39,393
清仓
—
GSK PLC
-$765.0K
0
-100%
增持
AAPL
APPLE INC
+$753.0K
44,026
+13%
增持
GOVT
ISHARES TR
+$708.0K
43,450
+269%
增持
JPM
JPMORGAN CHASE & CO
+$625.0K
16,104
+71%
建仓
EFG
ISHARES TR
+$556.0K
7,657
增持
EFV
ISHARES TR
+$555.0K
20,455
+280%
建仓
ABT
ABBOTT LABS
+$520.0K
5,378
增持
BAC
BK OF AMERICA CORP
+$492.0K
55,257
+46%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$485.0K
10,704
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$484.0K
13,253
建仓
HLN
HALEON PLC
+$476.0K
78,147
建仓
SCHX
SCHWAB STRATEGIC TR
+$468.0K
11,050
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$466.0K
7,411
建仓
EUSB
ISHARES TR
+$459.0K
10,966
建仓
ADI
ANALOG DEVICES INC
+$458.0K
3,288
建仓
DE
DEERE & CO
+$453.0K
1,357
建仓
V
VISA INC
+$428.0K
2,407
增持
VZ
VERIZON COMMUNICATIONS INC
+$417.0K
34,307
+97%
增持
COST
COSTCO WHSL CORP NEW
+$404.0K
1,665
+109%
增持
SPY
SPDR S&P 500 ETF TR
+$401.0K
4,122
+45%
建仓
—
TE CONNECTIVITY LTD
+$398.0K
3,609
增持
MSFT
MICROSOFT CORP
+$397.0K
26,249
+18%
建仓
MA
MASTERCARD INCORPORATED
+$395.0K
1,389
建仓
ULTA
ULTA BEAUTY INC
+$389.0K
969
增持
HD
HOME DEPOT INC
+$379.0K
3,065
+80%
建仓
AOM
ISHARES TR
+$375.0K
10,238
建仓
—
PIONEER NAT RES CO
+$372.0K
1,716
建仓
FMB
FIRST TR EXCH TRADED FD III
+$365.0K
7,502
建仓
FLRN
SPDR SER TR
+$354.0K
11,684
建仓
TIP
ISHARES TR
+$348.0K
3,318
建仓
IEF
ISHARES TR
+$348.0K
3,628
增持
GOOGL
ALPHABET INC
+$337.0K
12,592
+3064%
建仓
SCHF
SCHWAB STRATEGIC TR
+$336.0K
11,944
减持
SPTS
SPDR SER TR
-$324.0K
198,862
-4%
建仓
BSV
VANGUARD BD INDEX FDS
+$320.0K
4,282
建仓
SJNK
SPDR SER TR
+$319.0K
13,409
建仓
BLV
VANGUARD BD INDEX FDS
+$317.0K
4,410
建仓
FNDX
SCHWAB STRATEGIC TR
+$312.0K
6,541
建仓
—
TOTALENERGIES SE
+$304.0K
6,532
增持
AMAT
APPLIED MATLS INC
+$281.0K
6,762
+125%
建仓
UNH
UNITEDHEALTH GROUP INC
+$279.0K
553
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$278.0K
9,840
+80%
建仓
IJJ
ISHARES TR
+$276.0K
3,072
建仓
SPG
SIMON PPTY GROUP INC NEW
+$272.0K
3,029
建仓
SCHG
SCHWAB STRATEGIC TR
+$268.0K
4,799
建仓
FALN
ISHARES TR
+$266.0K
11,109
建仓
SBUX
STARBUCKS CORP
+$260.0K
3,091
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$259.0K
3,780
建仓
TQQQ
PROSHARES TR
+$258.0K
13,357
建仓
VB
VANGUARD INDEX FDS
+$257.0K
1,506
建仓
IWM
ISHARES TR
+$255.0K
1,548
建仓
—
BLACKROCK INC
+$251.0K
456
增持
TGT
TARGET CORP
+$247.0K
7,500
+22%
增持
AMZN
AMAZON COM INC
+$246.0K
12,651
+14%
建仓
SCHW
SCHWAB CHARLES CORP
+$245.0K
3,409
建仓
ESGE
ISHARES INC
+$239.0K
8,624
建仓
COMT
ISHARES U S ETF TR
+$235.0K
6,589
清仓
NKE
NIKE INC
-$233.0K
0
-100%
建仓
IJR
ISHARES TR
+$229.0K
2,630
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$223.0K
1,716
建仓
SYY
SYSCO CORP
+$223.0K
3,159
建仓
SNA
SNAP ON INC
+$220.0K
1,095
建仓
—
ATLANTICA SUSTAINABLE INFR P
+$219.0K
8,316
建仓
USMV
ISHARES TR
+$219.0K
3,306
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$216.0K
0
-100%
建仓
—
CATALENT INC
+$212.0K
2,927
增持
TJX
TJX COS INC NEW
+$211.0K
11,911
+26%
建仓
VTWV
VANGUARD SCOTTSDALE FDS
+$208.0K
1,839
建仓
BBY
BEST BUY INC
+$208.0K
3,282
建仓
SPYM
SPDR SER TR
+$207.0K
4,925
增持
JNJ
JOHNSON & JOHNSON
-$207.0K
15,325
+0%
减持
PKW
INVESCO EXCHANGE TRADED FD T
-$205.0K
9,586
-19%
清仓
OGN
ORGANON & CO
-$205.0K
0
-100%
建仓
IYE
ISHARES TR
+$204.0K
5,185
建仓
CCD
CALAMOS DYNAMIC CONV & INCOM
+$203.0K
10,116
增持
VTI
VANGUARD INDEX FDS
+$185.0K
9,640
+18%
增持
VYMI
VANGUARD WHITEHALL FDS
-$184.0K
35,714
+3%
减持
SPIP
SPDR SER TR
-$164.0K
75,447
-0%
增持
INTC
INTEL CORP
-$158.0K
18,041
+8%
增持
WM
WASTE MGMT INC DEL
+$155.0K
7,527
+10%
减持
SPAB
SPDR SER TR
-$154.0K
95,411
-1%
增持
GE
GENERAL ELECTRIC CO
-$153.0K
92,371
+0%
减持
DSI
ISHARES TR
-$150.0K
11,804
-10%
增持
DIS
DISNEY WALT CO
+$150.0K
12,498
+15%
增持
CVX
CHEVRON CORP NEW
+$149.0K
4,584
+30%
增持
BA
BOEING CO
+$132.0K
5,756
+39%
增持
QQQ
INVESCO QQQ TR
+$123.0K
9,308
+10%
增持
T
AT&T INC
-$120.0K
25,259
+4%
减持
MKC
MCCORMICK & CO INC
-$116.0K
7,078
-5%
增持
MRK
MERCK & CO INC
+$110.0K
10,039
+21%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$109.0K
7,041
+45%
增持
DVY
ISHARES TR
-$103.0K
9,979
+0%
增持
ORCL
ORACLE CORP
-$99.0K
12,523
+1%
增持
WMT
WALMART INC
+$98.0K
7,213
+5%
减持
REGL
PROSHARES TR
-$95.0K
12,149
-7%
增持
SHY
ISHARES TR
+$94.0K
4,959
+33%
减持
AOK
ISHARES TR
-$94.0K
11,578
-15%
增持
PYPL
PAYPAL HLDGS INC
+$88.0K
5,326
+1%
增持
IYW
ISHARES TR
-$83.0K
12,929
+0%
增持
PM
PHILIP MORRIS INTL INC
-$80.0K
6,170
+3%
增持
CAT
CATERPILLAR INC
-$80.0K
5,643
+0%
增持
WYNN
WYNN RESORTS LTD
+$80.0K
10,750
+2%
增持
SJM
SMUCKER J M CO
+$74.0K
4,907
+5%
增持
TSLA
TESLA INC
+$72.0K
3,146
+178%
增持
F
FORD MTR CO DEL
+$70.0K
41,627
+17%
减持
CVS
CVS HEALTH CORP
-$69.0K
5,664
-14%
减持
STZ
CONSTELLATION BRANDS INC
-$68.0K
1,811
-13%
增持
IBND
SPDR SER TR
-$65.0K
64,745
+8%
增持
SPDW
SPDR INDEX SHS FDS
-$63.0K
65,636
+8%
增持
LMT
LOCKHEED MARTIN CORP
-$62.0K
5,441
+8%
增持
GNR
SPDR INDEX SHS FDS
-$58.0K
23,079
+0%
增持
NVDA
NVIDIA CORPORATION
+$53.0K
8,263
+32%
增持
MDLZ
MONDELEZ INTL INC
-$53.0K
8,317
+1%
减持
PEP
PEPSICO INC
-$53.0K
9,369
-1%
增持
META
META PLATFORMS INC
+$44.0K
2,127
+40%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$42.0K
5,254
+7%
减持
HRL
HORMEL FOODS CORP
-$41.0K
17,327
-1%
增持
SPEM
SPDR INDEX SHS FDS
-$36.0K
56,937
+10%
增持
PTLC
PACER FDS TR
+$35.0K
16,497
+6%
增持
HSY
HERSHEY CO
+$35.0K
4,812
+1%
增持
AMGN
AMGEN INC
+$33.0K
5,206
+11%
减持
ACES
ALPS ETF TR
+$33.0K
6,463
-4%
减持
IGV
ISHARES TR
-$31.0K
1,189
-2%
减持
EA
ELECTRONIC ARTS INC
-$30.0K
2,273
-6%
增持
AGG
ISHARES TR
+$29.0K
4,976
+13%
增持
PFE
PFIZER INC
+$29.0K
42,080
+22%
增持
LQD
ISHARES TR
-$29.0K
3,895
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$28.0K
1,768
+5%
增持
—
ETF MANAGERS TR
-$28.0K
48,355
+12%
增持
—
ROYAL CARIBBEAN GROUP
+$27.0K
7,119
+2%
增持
ABBV
ABBVIE INC
-$25.0K
4,250
+9%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$24.0K
8,670
-3%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$22.0K
4,349
+10%
增持
AOR
ISHARES TR
-$20.0K
18,852
+5%
增持
CSCO
CISCO SYS INC
-$19.0K
14,836
+3%
增持
—
LABORATORY CORP AMER HLDGS
-$18.0K
977
+5%
增持
CNI
CANADIAN NATL RY CO
-$18.0K
6,213
+1%
增持
HON
HONEYWELL INTL INC
-$17.0K
3,842
+2%
增持
PG
PROCTER AND GAMBLE CO
-$17.0K
2,710
+8%
减持
—
ETF MANAGERS TR
-$15.0K
7,880
-1%