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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 26
增持 39
减持 61
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
ICSH
ISHARES TR
-$3.5M
82,993
-45%
增持
SCHZ
SCHWAB STRATEGIC TR
+$2.6M
67,811
+534%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.1M
57,529
+421%
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
SPTM
SPDR SER TR
+$2.1M
96,860
+70%
减持
GE
GENERAL ELECTRIC CO
+$1.9M
90,715
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.8M
24,824
+69%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.4M
53,884
+351%
增持
FNDX
SCHWAB STRATEGIC TR
+$962.0K
23,840
+264%
建仓
FNDF
SCHWAB STRATEGIC TR
+$748.1K
25,735
建仓
SPTL
SPDR SER TR
+$745.8K
25,692
减持
MBB
ISHARES TR
-$734.2K
5,831
-58%
建仓
TLT
ISHARES TR
+$731.6K
7,348
建仓
ZROZ
PIMCO ETF TR
+$731.3K
8,375
增持
SCHG
SCHWAB STRATEGIC TR
+$721.1K
17,803
+271%
建仓
HYG
ISHARES TR
+$715.0K
9,711
减持
SPIP
SPDR SER TR
-$708.7K
46,752
-38%
建仓
GSK
GSK PLC
+$679.3K
19,331
建仓
SCHH
SCHWAB STRATEGIC TR
+$678.6K
35,180
减持
AAPL
APPLE INC
-$649.8K
41,824
-5%
增持
LMT
LOCKHEED MARTIN CORP
+$599.5K
5,553
+2%
减持
SUSC
ISHARES TR
-$498.5K
16,122
-59%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$484.0K
0
-100%
建仓
SCHA
SCHWAB STRATEGIC TR
+$464.1K
11,457
清仓
DE
DEERE & CO
-$453.0K
0
-100%
增持
IVV
ISHARES TR
+$442.0K
12,074
+3%
减持
QQQ
INVESCO QQQ TR
-$437.1K
7,702
-17%
清仓
—
TE CONNECTIVITY LTD
-$398.0K
0
-100%
减持
BA
BOEING CO
+$391.3K
5,713
-1%
增持
TSLA
TESLA INC
-$381.7K
3,672
+17%
清仓
AOK
ISHARES TR
-$378.0K
0
-100%
清仓
AOM
ISHARES TR
-$375.0K
0
-100%
减持
SPTS
SPDR SER TR
-$368.5K
186,240
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$356.4K
42,116
+23%
清仓
FLRN
SPDR SER TR
-$354.0K
0
-100%
建仓
PGX
INVESCO EXCH TRADED FD TR II
+$351.9K
31,475
清仓
IEF
ISHARES TR
-$348.0K
0
-100%
减持
CAT
CATERPILLAR INC
+$343.7K
5,300
-6%
建仓
PFXF
VANECK ETF TRUST
+$336.5K
20,140
增持
AMZN
AMAZON COM INC
-$331.3K
13,080
+3%
增持
CVX
CHEVRON CORP NEW
+$324.5K
5,479
+20%
减持
IBND
SPDR SER TR
-$319.8K
47,049
-27%
清仓
SJNK
SPDR SER TR
-$319.0K
0
-100%
清仓
BLV
VANGUARD BD INDEX FDS
-$317.0K
0
-100%
清仓
—
TOTALENERGIES SE
-$304.0K
0
-100%
建仓
SCHE
SCHWAB STRATEGIC TR
+$303.3K
12,814
建仓
SCHC
SCHWAB STRATEGIC TR
+$301.9K
9,593
建仓
PGF
INVESCO EXCHANGE TRADED FD T
+$288.0K
20,000
建仓
SQ
BLOCK INC
+$286.3K
4,556
清仓
IJJ
ISHARES TR
-$276.0K
0
-100%
减持
EBND
SPDR SER TR
-$275.7K
59,789
-25%
建仓
PSK
SPDR SER TR
+$274.9K
8,375
清仓
SPG
SIMON PPTY GROUP INC NEW
-$272.0K
0
-100%
建仓
GLD
SPDR GOLD TR
+$271.9K
1,603
建仓
NKE
NIKE INC
+$266.5K
2,278
增持
MRK
MERCK & CO INC
+$266.5K
10,198
+2%
减持
SCHO
SCHWAB STRATEGIC TR
-$265.2K
20,000
-22%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$259.0K
0
-100%
建仓
EEMV
ISHARES INC
+$256.7K
4,838
建仓
SCHP
SCHWAB STRATEGIC TR
+$256.0K
4,942
清仓
IWM
ISHARES TR
-$255.0K
0
-100%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$249.3K
6,004
清仓
SCHW
SCHWAB CHARLES CORP
-$245.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$235.4K
14,306
-11%
清仓
COMT
ISHARES U S ETF TR
-$235.0K
0
-100%
清仓
SYY
SYSCO CORP
-$223.0K
0
-100%
清仓
—
ATLANTICA SUSTAINABLE INFR P
-$219.0K
0
-100%
清仓
—
CATALENT INC
-$212.0K
0
-100%
清仓
NEAR
ISHARES U S ETF TR
-$212.0K
0
-100%
减持
AOR
ISHARES TR
-$211.1K
13,421
-29%
建仓
USXF
ISHARES TR
+$209.3K
6,827
增持
JNJ
JOHNSON & JOHNSON
+$208.7K
15,351
+0%
清仓
VTWV
VANGUARD SCOTTSDALE FDS
-$208.0K
0
-100%
清仓
BBY
BEST BUY INC
-$208.0K
0
-100%
减持
WYNN
WYNN RESORTS LTD
+$204.4K
10,700
-0%
清仓
IYE
ISHARES TR
-$204.0K
0
-100%
清仓
CCD
CALAMOS DYNAMIC CONV & INCOM
-$203.0K
0
-100%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$202.3K
7,486
减持
ADI
ANALOG DEVICES INC
-$201.8K
1,562
-52%
建仓
—
MEDTRONIC PLC
+$201.2K
2,589
建仓
WFC
WELLS FARGO CO NEW
+$201.2K
4,873
建仓
UPS
UNITED PARCEL SERVICE INC
+$201.1K
1,157
建仓
VLO
VALERO ENERGY CORP
+$200.2K
1,578
减持
NVDA
NVIDIA CORPORATION
+$197.8K
8,217
-1%
减持
PTLC
PACER FDS TR
-$193.6K
11,401
-31%
减持
SPDW
SPDR INDEX SHS FDS
+$191.5K
63,473
-3%
增持
DSI
ISHARES TR
+$189.2K
13,654
+16%
减持
GOOGL
ALPHABET INC
-$183.6K
11,565
-8%
减持
EUSB
ISHARES TR
-$182.5K
6,551
-40%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$178.5K
4,666
-37%
增持
EFV
ISHARES TR
+$176.5K
21,022
+3%
减持
VTI
VANGUARD INDEX FDS
-$174.3K
8,137
-16%
增持
ABBV
ABBVIE INC
+$173.3K
4,599
+8%
增持
BAC
BANK AMERICA CORP
+$172.1K
55,589
+1%
增持
CSCO
CISCO SYS INC
+$170.6K
16,028
+8%
减持
COST
COSTCO WHSL CORP NEW
-$167.9K
1,354
-19%
减持
PTNQ
PACER FDS TR
-$165.0K
7,251
-32%
增持
DVY
ISHARES TR
+$163.7K
10,230
+3%
减持
PEP
PEPSICO INC
+$162.1K
9,366
-0%
减持
TJX
TJX COS INC NEW
+$159.9K
11,305
-5%
增持
SJM
SMUCKER J M CO
+$150.5K
5,203
+6%
减持
—
PIONEER NAT RES CO
-$141.6K
1,009
-41%
减持
VYMI
VANGUARD WHITEHALL FDS
+$139.9K
33,556
-6%
减持
ULTA
ULTA BEAUTY INC
-$139.5K
532
-45%
减持
AMGN
AMGEN INC
+$138.8K
4,995
-4%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$132.7K
22,749
-0%
增持
META
META PLATFORMS INC
+$128.8K
3,472
+63%
增持
HSY
HERSHEY CO
+$126.0K
5,126
+7%
增持
PG
PROCTER AND GAMBLE CO
+$124.8K
3,080
+14%
减持
V
VISA INC
-$121.3K
1,476
-39%
增持
FMB
FIRST TR EXCH TRADED FD III
+$113.3K
9,545
+27%
减持
PFE
PFIZER INC
+$110.2K
38,079
-10%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$107.3K
6,771
-4%
减持
ACES
ALPS ETF TR
-$105.3K
5,577
-14%
减持
BSV
VANGUARD BD INDEX FDS
-$101.8K
2,898
-32%
增持
MDLZ
MONDELEZ INTL INC
+$101.2K
8,360
+1%
减持
GNR
SPDR INDEX SHS FDS
-$97.0K
18,309
-21%
增持
EFG
ISHARES TR
+$92.4K
7,741
+1%
增持
WMT
WALMART INC
+$90.7K
7,241
+0%
减持
HLN
HALEON PLC
+$90.4K
70,799
-9%
增持
DIS
DISNEY WALT CO
-$87.9K
12,559
+0%
减持
MA
MASTERCARD INCORPORATED
-$87.6K
884
-36%
减持
HD
HOME DEPOT INC
+$82.3K
2,939
-4%
增持
SNA
SNAP ON INC
+$78.8K
1,308
+19%
增持
GMOM
CAMBRIA ETF TR
+$77.4K
13,821
+25%
减持
JNK
SPDR SER TR
-$77.3K
2,952
-24%
减持
SPEM
SPDR INDEX SHS FDS
+$76.9K
55,943
-2%
增持
SPYM
SPDR SER TR
+$72.4K
6,211
+26%
减持
PKW
INVESCO EXCHANGE TRADED FD T
+$71.1K
9,141
-5%
减持
ABT
ABBOTT LABS
-$68.5K
4,112
-24%
减持
TQQQ
PROSHARES TR
-$67.8K
10,994
-18%
减持
SPY
SPDR S&P 500 ETF TR
+$67.6K
4,026
-2%
减持
ESGU
ISHARES TR
-$62.7K
26,092
-9%
增持
CVS
CVS HEALTH CORP
+$62.5K
6,465
+14%
减持
CNI
CANADIAN NATL RY CO
+$61.8K
6,164
-1%
减持
MKC
MCCORMICK & CO INC
+$61.0K
6,816
-4%
减持
WM
WASTE MGMT INC DEL
-$60.9K
7,299
-3%
增持
PYPL
PAYPAL HLDGS INC
-$54.7K
5,663
+6%
减持
GOVT
ISHARES TR
-$54.1K
41,149
-5%
增持
TGT
TARGET CORP
+$53.2K
7,825
+4%
减持
XLY
SELECT SECTOR SPDR TR
-$48.8K
2,750
-3%
减持
XBI
SPDR SER TR
-$46.1K
3,830
-17%
增持
IYW
ISHARES TR
+$44.5K
13,338
+3%
减持
XLF
SELECT SECTOR SPDR TR
+$43.8K
11,749
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$43.6K
1,800
+2%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$39.2K
7,616
-12%
减持
REGL
PROSHARES TR
+$35.9K
11,445
-6%
减持
C
CITIGROUP INC
+$35.5K
12,834
-2%
减持
—
BLACKROCK INC
-$34.9K
305
-33%
增持
INTC
INTEL CORP
+$31.7K
18,794
+4%
减持
EA
ELECTRONIC ARTS INC
-$29.4K
1,912
-16%
