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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 19
增持 73
减持 47
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
ICSH
ISHARES TR
-$15.5M
331,143
-48%
增持
JNK
SPDR SER TR
+$3.0M
34,827
+1360%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.3M
25,341
+620%
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。
建仓
IVW
ISHARES TR
+$2.1M
29,733
建仓
VOE
VANGUARD INDEX FDS
+$2.1M
15,055
建仓
IWP
ISHARES TR
+$1.9M
20,098
建仓
DFIV
DIMENSIONAL ETF TRUST
+$1.9M
56,563
建仓
DFAT
DIMENSIONAL ETF TRUST
+$1.9M
39,994
减持
SPTS
SPDR SER TR
-$1.8M
133,857
-31%
增持
GE
GENERAL ELECTRIC CO
+$1.5M
92,845
+2%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$1.5M
20,148
增持
—
NANO X IMAGING LTD
+$1.4M
97,235
+664%
增持
IBND
SPDR SER TR
+$1.3M
95,174
+97%
增持
EBND
SPDR SER TR
+$1.3M
120,825
+99%
建仓
ISCG
ISHARES TR
+$1.3M
30,566
增持
AAPL
APPLE INC
+$1.3M
41,329
+1%
增持
SPAB
SPDR SER TR
+$1.2M
155,731
+46%
清仓
GNR
SPDR INDEX SHS FDS
-$1.1M
0
-100%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$1.1M
45,199
建仓
DGRW
WISDOMTREE TR
+$1.0M
15,085
减持
MSFT
MICROSOFT CORP
+$971.4K
24,322
-4%
减持
NVDA
NVIDIA CORPORATION
+$961.9K
7,259
-4%
减持
SPIP
SPDR SER TR
-$842.4K
19,478
-61%
清仓
IAU
ISHARES GOLD TR
-$825.4K
0
-100%
清仓
HYG
ISHARES TR
-$823.8K
0
-100%
增持
IVV
ISHARES TR
+$586.7K
13,204
+2%
增持
SCHX
SCHWAB STRATEGIC TR
+$562.4K
75,101
+8%
减持
PFE
PFIZER INC
-$514.3K
27,295
-27%
增持
SPTM
SPDR SER TR
+$477.9K
102,148
+1%
减持
GSK
GSK PLC
-$436.8K
6,957
-64%
增持
ORCL
ORACLE CORP
+$412.5K
14,377
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$405.9K
26,212
+10%
建仓
TLT
ISHARES TR
+$396.5K
3,852
减持
C
CITIGROUP INC
-$379.8K
5,093
-61%
增持
AMZN
AMAZON COM INC
+$378.5K
12,337
+4%
减持
PEP
PEPSICO INC
-$365.7K
6,985
-23%
增持
SPTL
SPDR SER TR
+$361.5K
40,733
+47%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$342.2K
26,980
+3%
减持
QQQ
INVESCO QQQ TR
+$301.4K
7,463
-2%
增持
IYW
ISHARES TR
+$299.1K
15,399
+4%
增持
LLY
LILLY ELI & CO
+$285.9K
2,209
+1%
增持
TSLA
TESLA INC
+$279.5K
3,465
+15%
增持
SCHZ
SCHWAB STRATEGIC TR
+$268.9K
92,810
+8%
增持
FNDX
SCHWAB STRATEGIC TR
+$264.6K
33,627
+10%
建仓
IEMG
ISHARES INC
+$263.0K
5,336
建仓
IWC
ISHARES TR
+$256.5K
2,347
清仓
EEMV
ISHARES INC
-$249.2K
0
-100%
减持
—
ROYAL CARIBBEAN GROUP
+$235.0K
6,369
-2%
清仓
QCOM
QUALCOMM INC
-$233.7K
0
-100%
增持
TGT
TARGET CORP
-$232.9K
7,547
+2%
增持
SCHF
SCHWAB STRATEGIC TR
+$231.3K
69,095
+8%
建仓
USXF
ISHARES TR
+$224.7K
6,251
建仓
—
LABORATORY CORP AMER HLDGS
+$224.2K
929
建仓
QUAL
ISHARES TR
+$222.3K
1,648
清仓
VLO
VALERO ENERGY CORP
-$222.1K
0
-100%
清仓
—
LABORATORY CORP AMER HLDGS
-$213.1K
0
-100%
清仓
XMLV
INVESCO EXCH TRADED FD TR II
-$209.4K
0
-100%
建仓
PFF
ISHARES TR
+$209.3K
6,767
建仓
DFLV
DIMENSIONAL ETF TRUST
+$208.8K
8,219
清仓
UPS
UNITED PARCEL SERVICE INC
-$208.1K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$208.0K
4,873
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$202.2K
0
-100%
建仓
VB
VANGUARD INDEX FDS
+$201.3K
1,012
减持
JNJ
JOHNSON & JOHNSON
+$161.2K
15,531
-0%
增持
GOOGL
ALPHABET INC
+$158.5K
9,909
+0%
减持
META
META PLATFORMS INC
+$158.0K
2,122
-0%
减持
JPM
JPMORGAN CHASE & CO
+$148.3K
12,492
-2%
减持
ABBV
ABBVIE INC
-$142.5K
4,650
-4%
减持
SJM
SMUCKER J M CO
-$136.3K
3,715
-15%
增持
EBAY
EBAY INC.
+$133.9K
8,586
+53%
减持
SPY
SPDR S&P 500 ETF TR
+$132.6K
4,151
-0%
增持
FNDF
SCHWAB STRATEGIC TR
+$129.9K
35,230
+9%
增持
TQQQ
PROSHARES TR
+$128.3K
9,849
+1%
增持
DIS
DISNEY WALT CO
-$124.4K
12,176
+1%
增持
F
FORD MTR CO DEL
+$119.7K
43,304
+2%
增持
WMT
WALMART INC
+$112.4K
7,497
+4%
增持
TJX
TJX COS INC NEW
+$110.8K
10,475
+6%
增持
SCHW
SCHWAB CHARLES CORP
+$107.3K
5,980
+35%
增持
DSI
ISHARES TR
+$106.3K
13,640
+2%
增持
HON
HONEYWELL INTL INC
+$105.0K
4,019
+5%
减持
T
AT&T INC
-$104.0K
22,497
-6%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$91.2K
23,763
+6%
减持
LMT
LOCKHEED MARTIN CORP
-$88.2K
5,475
-1%
增持
JBHT
HUNT J B TRANS SVCS INC
+$85.8K
5,582
+6%
增持
SCHH
SCHWAB STRATEGIC TR
+$85.1K
48,121
+10%
增持
MBB
ISHARES TR
+$83.8K
5,487
+21%
增持
EFG
ISHARES TR
+$81.3K
8,880
+9%
减持
CVX
CHEVRON CORP NEW
-$70.6K
5,554
-4%
减持
TIP
ISHARES TR
-$69.1K
2,266
-20%
减持
WYNN
WYNN RESORTS LTD
-$68.2K
10,375
-0%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$67.1K
9,181
+4%
增持
V
VISA INC
+$66.3K
1,200
+24%
增持
SCHA
SCHWAB STRATEGIC TR
+$66.1K
14,655
+7%
减持
WM
WASTE MGMT INC DEL
+$65.9K
6,767
-0%
增持
MKC
MCCORMICK & CO INC
+$64.9K
7,154
+6%
增持
CNI
CANADIAN NATL RY CO
+$62.6K
6,440
+6%
减持
ESGU
ISHARES TR
-$61.6K
23,337
-10%
减持
MRK
MERCK & CO INC
+$61.3K
9,372
-2%
增持
AMGN
AMGEN INC
-$60.8K
5,218
+3%
增持
SUSC
ISHARES TR
+$60.3K
13,630
+26%
增持
IUSB
ISHARES TR
+$59.7K
30,348
+6%
增持
PYPL
PAYPAL HLDGS INC
+$58.4K
6,748
+31%
增持
STZ
CONSTELLATION BRANDS INC
+$51.9K
1,818
+4%
增持
AOA
ISHARES TR
+$51.3K
10,302
+4%
清仓
—
VIRTUS CONVERTIBLE & INCOME
-$49.1K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$45.1K
8,289
-0%
增持
PTNQ
PACER FDS TR
+$43.5K
5,676
+1%
减持
IGV
ISHARES TR
+$43.5K
1,255
-2%
减持
MA
MASTERCARD INCORPORATED
-$43.1K
563
-23%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$42.8K
31,027
+3%
增持
FNDA
SCHWAB STRATEGIC TR
+$42.5K
6,135
+12%
减持
DVY
ISHARES TR
-$41.4K
10,370
-0%
增持
REGL
PROSHARES TR
+$41.0K
12,059
+6%
增持
SPEM
SPDR INDEX SHS FDS
+$38.7K
57,979
+1%
增持
SCHE
SCHWAB STRATEGIC TR
+$38.7K
17,070
+10%
增持
SCHC
SCHWAB STRATEGIC TR
+$37.3K
13,158
+9%
减持
EFV
ISHARES TR
-$36.3K
21,541
-4%
减持
SNA
SNAP ON INC
+$36.1K
1,361
-6%
减持
VYMI
VANGUARD WHITEHALL FDS
+$36.1K
31,642
-0%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$35.2K
2,332
-0%
增持
FNDE
SCHWAB STRATEGIC TR
+$35.0K
10,108
+12%
减持
EUSB
ISHARES TR
-$34.9K
5,289
-12%
增持
XBI
SPDR SER TR
+$33.6K
4,188
+1%
减持
COST
COSTCO WHSL CORP NEW
+$32.7K
1,194
-3%
增持
GLD
SPDR GOLD TR
+$32.1K
1,704
+15%
增持
PTLC
PACER FDS TR
+$31.0K
8,886
+1%
增持
GMOM
CAMBRIA ETF TR
+$30.2K
16,989
+6%
减持
HLN
HALEON PLC
-$29.4K
58,302
-8%
增持
DOW
DOW INC
+$28.1K
4,438
+17%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$27.7K
8,438
+1%
增持
USMV
ISHARES TR
+$26.7K
4,310
+7%
减持
HSY
HERSHEY CO
-$24.9K
4,849
-0%
增持
FMB
FIRST TR EXCH TRADED FD III
+$24.6K
11,547
+5%
增持
CSCO
CISCO SYS INC
+$24.6K
20,086
+3%
增持
SQ
BLOCK INC
+$23.8K
3,915
+14%
增持
EA
ELECTRONIC ARTS INC
+$23.4K
2,149
+1%
减持
HD
HOME DEPOT INC
+$22.1K
2,842
-3%
增持
ACES
ALPS ETF TR
+$21.6K
6,933
+11%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$20.6K
3,886
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
-$20.2K
45,112
+3%
减持
GOVT
ISHARES TR
-$19.2K
37,501
-0%
增持
XSD
SPDR SER TR
+$19.1K
1,274
+1%
减持
SPYM
SPDR SER TR
-$18.7K
4,720
-14%
减持
FALN
ISHARES TR
-$17.4K
8,940
-8%
减持
SHEL
SHELL PLC
-$16.5K
4,282
-10%
减持
PG
PROCTER AND GAMBLE CO
-$15.7K
3,206
-5%
减持
BA
BOEING CO
-$15.6K
5,601
-1%
减持
MDLZ
MONDELEZ INTL INC
+$15.2K
8,199
-2%
减持
SHY
ISHARES TR
-$15.2K
4,763
-2%
增持
INTC
INTEL CORP
+$14.8K
19,158
+0%
