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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 16
增持 58
减持 56
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
ICSH
ISHARES TR
+$28.0M
639,913
+671%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$2.5M
30,206
减持
AAPL
APPLE INC
+$1.3M
41,029
-2%
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。
减持
MSFT
MICROSOFT CORP
+$1.2M
25,360
-1%
增持
GE
GENERAL ELECTRIC CO
+$1.1M
90,829
+0%
增持
SCHZ
SCHWAB STRATEGIC TR
+$919.6K
85,593
+26%
减持
NVDA
NVIDIA CORPORATION
+$908.0K
7,592
-8%
建仓
IAU
ISHARES GOLD TR
+$825.4K
22,086
增持
SCHX
SCHWAB STRATEGIC TR
+$773.2K
69,685
+21%
清仓
TLT
ISHARES TR
-$731.6K
0
-100%
清仓
ZROZ
PIMCO ETF TR
-$731.3K
0
-100%
增持
IVV
ISHARES TR
+$659.5K
12,889
+7%
增持
SCHG
SCHWAB STRATEGIC TR
+$569.6K
23,918
+34%
增持
SPTM
SPDR SER TR
+$502.6K
100,794
+4%
增持
SCHF
SCHWAB STRATEGIC TR
+$496.3K
64,135
+19%
减持
PFE
PFIZER INC
-$435.7K
37,145
-2%
减持
QQQ
INVESCO QQQ TR
+$404.6K
7,651
-1%
增持
FNDX
SCHWAB STRATEGIC TR
+$397.3K
30,432
+28%
增持
IYW
ISHARES TR
+$383.8K
14,841
+11%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$351.9K
0
-100%
增持
SPAB
SPDR SER TR
+$350.4K
107,018
+12%
清仓
PFXF
VANECK ETF TRUST
-$336.5K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$302.1K
15,546
+1%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$297.3K
2,333
-55%
清仓
PGF
INVESCO EXCHANGE TRADED FD T
-$288.0K
0
-100%
减持
WYNN
WYNN RESORTS LTD
+$281.4K
10,400
-3%
增持
ORCL
ORACLE CORP
+$276.0K
13,987
+12%
建仓
SHEL
SHELL PLC
+$275.1K
4,781
清仓
PSK
SPDR SER TR
-$274.9K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$270.5K
26,233
+6%
建仓
FNDA
SCHWAB STRATEGIC TR
+$267.0K
5,486
增持
FNDF
SCHWAB STRATEGIC TR
+$259.5K
32,224
+25%
清仓
ADI
ANALOG DEVICES INC
-$256.2K
0
-100%
减持
BAC
BANK AMERICA CORP
-$252.5K
55,544
-0%
增持
SPTS
SPDR SER TR
+$252.3K
192,704
+3%
增持
CSCO
CISCO SYS INC
+$251.1K
19,410
+21%
减持
JPM
JPMORGAN CHASE & CO
-$249.9K
12,804
-10%
清仓
UNH
UNITEDHEALTH GROUP INC
-$249.7K
0
-100%
清仓
ULTA
ULTA BEAUTY INC
-$249.5K
0
-100%
清仓
DFCF
DIMENSIONAL ETF TRUST
-$249.3K
0
-100%
清仓
MET
METLIFE INC
-$249.2K
0
-100%
建仓
AMLP
ALPS ETF TR
+$248.0K
6,416
清仓
VB
VANGUARD INDEX FDS
-$240.8K
0
-100%
建仓
TLH
ISHARES TR
+$238.7K
2,084
建仓
FNDE
SCHWAB STRATEGIC TR
+$235.6K
9,045
清仓
ESGE
ISHARES INC
-$233.8K
0
-100%
建仓
QCOM
QUALCOMM INC
+$233.7K
1,832
建仓
SCHW
SCHWAB CHARLES CORP
+$231.6K
4,422
建仓
AMD
ADVANCED MICRO DEVICES INC
+$231.3K
2,360
清仓
—
PIONEER NAT RES CO
-$230.4K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$218.2K
0
-100%
清仓
—
BLACKROCK INC
-$216.1K
0
-100%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$210.5K
0
-100%
清仓
USXF
ISHARES TR
-$209.3K
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$208.7K
65,169
+3%
建仓
DOW
DOW INC
+$208.3K
3,800
建仓
KO
COCA COLA CO
+$207.6K
3,346
建仓
CCD
CALAMOS DYNAMIC CONV & INCOM
+$204.8K
9,616
清仓
DFAU
DIMENSIONAL ETF TRUST
-$202.3K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$201.2K
0
-100%
减持
ABT
ABBOTT LABS
-$197.2K
2,511
-39%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$194.7K
13,689
增持
SCHH
SCHWAB STRATEGIC TR
+$176.1K
43,830
+25%
减持
TSLA
TESLA INC
+$175.3K
3,025
-18%
减持
VYM
VANGUARD WHITEHALL FDS
-$174.0K
3,518
-30%
增持
SPY
SPDR S&P 500 ETF TR
+$167.7K
4,170
+4%
建仓
KBWD
INVESCO EXCH TRADED FD TR II
+$164.6K
11,159
减持
SCHO
SCHWAB STRATEGIC TR
-$156.7K
16,563
-17%
建仓
YYY
AMPLIFY ETF TR
+$143.3K
12,291
增持
SPIP
SPDR SER TR
+$141.4K
50,457
+8%
减持
SJM
SMUCKER J M CO
-$139.6K
4,352
-16%
减持
AMZN
AMAZON COM INC
+$131.1K
11,906
-9%
增持
INTC
INTEL CORP
+$129.1K
19,156
+2%
增持
EFV
ISHARES TR
+$126.1K
22,472
+7%
减持
ESGU
ISHARES TR
+$124.7K
25,827
-1%
减持
TJX
TJX COS INC NEW
-$122.5K
9,921
-12%
减持
DIS
DISNEY WALT CO
+$120.3K
12,099
-4%
增持
EFG
ISHARES TR
+$117.5K
8,176
+6%
增持
IGV
ISHARES TR
+$116.9K
1,282
+20%
减持
MBB
ISHARES TR
-$112.9K
4,517
-23%
增持
SCHA
SCHWAB STRATEGIC TR
+$111.6K
13,731
+20%
减持
MRK
MERCK & CO INC
-$111.4K
9,588
-6%
增持
SPEM
SPDR INDEX SHS FDS
+$110.7K
57,270
+2%
增持
SPTL
SPDR SER TR
+$110.6K
27,733
+8%
减持
BA
BOEING CO
+$110.0K
5,641
-1%
减持
SUSC
ISHARES TR
-$109.9K
10,845
-33%
增持
HYG
ISHARES TR
+$108.8K
10,904
+12%
增持
SCHC
SCHWAB STRATEGIC TR
+$105.2K
12,076
+26%
减持
HRL
HORMEL FOODS CORP
-$103.4K
17,229
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$100.3K
8,298
-12%
减持
HON
HONEYWELL INTL INC
-$94.4K
3,814
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$92.7K
5,518
-1%
增持
AMGN
AMGEN INC
-$92.6K
5,043
+1%
减持
VTI
VANGUARD INDEX FDS
+$91.8K
8,072
-1%
减持
PTLC
PACER FDS TR
-$91.4K
8,826
-23%
减持
V
VISA INC
-$88.0K
970
-34%
减持
TQQQ
PROSHARES TR
+$85.3K
9,749
-11%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$85.3K
3,087
-34%
增持
FMB
FIRST TR EXCH TRADED FD III
+$82.3K
11,006
+15%
增持
SCHE
SCHWAB STRATEGIC TR
+$78.4K
15,568
+21%
增持
IBND
SPDR SER TR
+$76.3K
48,371
+3%
减持
—
ROYAL CARIBBEAN GROUP
+$73.8K
6,519
-8%
减持
HD
HOME DEPOT INC
-$67.5K
2,917
-1%
增持
F
FORD MTR CO DEL
+$63.0K
42,498
+5%
减持
TGT
TARGET CORP
+$62.1K
7,416
-5%
增持
XSD
SPDR SER TR
+$61.7K
1,260
+5%
减持
DSI
ISHARES TR
+$61.6K
13,358
-2%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$60.6K
8,314
+9%
增持
EBND
SPDR SER TR
+$58.7K
60,695
+2%
增持
SNA
SNAP ON INC
+$57.3K
1,442
+10%
减持
GOVT
ISHARES TR
-$56.9K
37,553
-9%
增持
USMV
ISHARES TR
+$54.6K
4,037
+22%
减持
AOR
ISHARES TR
-$54.6K
11,559
-14%
增持
—
MEDTRONIC PLC
+$54.3K
3,169
+22%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$52.3K
22,458
-1%
减持
LLY
LILLY ELI & CO
-$51.9K
2,184
-0%
减持
SQ
BLOCK INC
-$49.5K
3,449
-24%
增持
GMOM
CAMBRIA ETF TR
+$48.7K
15,953
+15%
减持
HSY
HERSHEY CO
+$48.6K
4,857
-5%
减持
HLN
HALEON PLC
-$48.4K
63,637
-10%
减持
PTNQ
PACER FDS TR
-$48.2K
5,626
-22%
减持
JNK
SPDR SER TR
-$44.3K
2,385
-19%
增持
IUSB
ISHARES TR
+$43.6K
28,607
+1%
减持
MA
MASTERCARD INCORPORATED
-$42.8K
728
-18%
增持
AOA
ISHARES TR
+$42.8K
9,941
+1%
增持
—
ETF MANAGERS TR
+$40.2K
7,606
+8%
减持
PM
PHILIP MORRIS INTL INC
-$39.8K
6,012
-3%
减持
WMT
WALMART INC
+$39.2K
7,229
-0%
增持
CVX
CHEVRON CORP NEW
-$38.9K
5,789
+6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$38.6K
43,660
+4%
增持
ACES
ALPS ETF TR
+$38.0K
6,274
+12%
减持
WM
WASTE MGMT INC DEL
-$37.5K
6,788
-7%
增持
PG
PROCTER AND GAMBLE CO
+$35.3K
3,377
+10%
减持
VYMI
VANGUARD WHITEHALL FDS
-$35.2K
31,698
-6%
增持
C
CITIGROUP INC
+$33.8K
13,101
+2%
减持
META
META PLATFORMS INC
+$33.2K
2,128
-39%
增持
IJR
ISHARES TR
+$32.7K
2,660
+12%
减持
PEP
PEPSICO INC
-$32.6K
9,103
-3%
减持
PKW
INVESCO EXCHANGE TRADED FD T
-$28.0K
8,865
-3%
增持
CVS
CVS HEALTH CORP
-$27.9K
7,732
+20%
减持
TIP
ISHARES TR
-$27.6K
2,839
-11%
增持
ABBV
ABBVIE INC
+$25.7K
4,825
+5%
增持
EBAY
EBAY INC.
+$24.5K
5,630
+4%
增持
GNR
SPDR INDEX SHS FDS
+$24.3K
18,712
+2%
减持
—
NANO X IMAGING LTD
-$22.7K
12,726
-2%
增持
VLO
VALERO ENERGY CORP
+$21.9K
1,591
+1%
增持
EA
ELECTRONIC ARTS INC
+$21.7K
2,120
+11%
增持
SCHP
SCHWAB STRATEGIC TR
+$21.6K
5,177
+5%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$21.4K
6,759
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$21.3K
1,772
-2%
