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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 11
增持 39
减持 71
清仓 29
方向
标的
Δ市值
现股数(环比)
增持
ICSH
ISHARES TR
+$18.4M
695,089
+110%
减持
JNK
SPDR SER TR
-$3.0M
2,653
-92%
减持
VYM
VANGUARD WHITEHALL FDS
-$2.3M
3,472
-86%
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
LMT
LOCKHEED MARTIN CORP
-$2.3M
566
-90%
清仓
IVW
ISHARES TR
-$2.1M
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$2.1M
0
-100%
清仓
IWP
ISHARES TR
-$1.9M
0
-100%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$1.9M
0
-100%
减持
MSFT
MICROSOFT CORP
-$1.7M
20,805
-14%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$1.5M
0
-100%
减持
IBND
SPDR SER TR
-$1.4M
48,657
-49%
减持
EBND
SPDR SER TR
-$1.3M
61,282
-49%
清仓
CAT
CATERPILLAR INC
-$1.3M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$1.3M
8,219
-47%
清仓
ISCG
ISHARES TR
-$1.3M
0
-100%
减持
AAPL
APPLE INC
-$1.2M
39,993
-3%
清仓
DFAE
DIMENSIONAL ETF TRUST
-$1.1M
0
-100%
建仓
DKNG
DRAFTKINGS INC NEW
+$1.0M
34,384
增持
—
NANO X IMAGING LTD
-$856.8K
98,985
+2%
建仓
PFXF
VANECK ETF TRUST
+$840.5K
50,000
建仓
GNR
SPDR INDEX SHS FDS
+$828.3K
14,865
建仓
ENB
ENBRIDGE INC
+$798.7K
24,064
减持
BAC
BANK AMERICA CORP
-$753.7K
30,656
-45%
建仓
KMI
KINDER MORGAN INC DEL
+$725.2K
43,742
清仓
VMC
VULCAN MATLS CO
-$676.3K
0
-100%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$675.5K
58,719
+295%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$607.3K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$586.9K
0
-100%
清仓
SJM
SMUCKER J M CO
-$548.6K
0
-100%
减持
F
FORD MTR CO DEL
-$526.3K
10,377
-76%
减持
MRK
MERCK & CO INC
-$522.8K
5,426
-42%
减持
JPM
JPMORGAN CHASE & CO
-$503.0K
9,060
-27%
清仓
PG
PROCTER AND GAMBLE CO
-$486.5K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$478.3K
37,007
-18%
减持
SCHZ
SCHWAB STRATEGIC TR
-$474.5K
86,132
-7%
减持
AMAT
APPLIED MATLS INC
-$456.5K
3,762
-44%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$426.6K
30,777
-1%
减持
ORCL
ORACLE CORP
-$417.8K
12,220
-15%
减持
WM
WASTE MGMT INC DEL
-$416.4K
4,967
-27%
减持
PFE
PFIZER INC
-$410.5K
17,807
-35%
减持
MKC
MCCORMICK & CO INC
-$380.6K
3,218
-55%
减持
CVX
CHEVRON CORP NEW
-$370.4K
2,986
-46%
减持
ESGU
ISHARES TR
-$359.0K
20,396
-13%
减持
MDLZ
MONDELEZ INTL INC
-$353.7K
3,521
-57%
减持
HD
HOME DEPOT INC
-$339.3K
1,799
-37%
建仓
—
GLOBAL X FDS
+$339.2K
33,915
清仓
SCHW
SCHWAB CHARLES CORP
-$338.9K
0
-100%
减持
INTC
INTEL CORP
-$338.1K
8,509
-56%
增持
TSLA
TESLA INC
+$334.1K
4,960
+43%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$303.0K
3,913
-53%
减持
ABBV
ABBVIE INC
-$281.1K
2,317
-50%
清仓
MO
ALTRIA GROUP INC
-$279.3K
0
-100%
减持
HRL
HORMEL FOODS CORP
-$277.6K
10,659
-37%
建仓
—
LABORATORY CORP AMER HLDGS
+$273.8K
1,362
建仓
HSIC
HENRY SCHEIN INC
+$267.3K
3,600
清仓
SQ
BLOCK INC
-$260.6K
0
-100%
清仓
SHEL
SHELL PLC
-$258.5K
0
-100%
清仓
IWC
ISHARES TR
-$256.5K
0
-100%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$252.3K
3,725
减持
HSY
HERSHEY CO
-$251.8K
4,793
-1%
增持
GOOGL
ALPHABET INC
+$251.3K
10,984
+11%
清仓
—
MEDTRONIC PLC
-$249.6K
0
-100%
清仓
ABT
ABBOTT LABS
-$247.6K
0
-100%
清仓
TLH
ISHARES TR
-$243.5K
0
-100%
减持
AMGN
AMGEN INC
+$243.1K
5,215
-0%
清仓
DOW
DOW INC
-$236.4K
0
-100%
清仓
C
CITIGROUP INC
-$234.5K
0
-100%
清仓
FALN
ISHARES TR
-$226.8K
0
-100%
清仓
—
LABORATORY CORP AMER HLDGS
-$224.2K
0
-100%
建仓
MET
METLIFE INC
+$216.6K
3,443
增持
IVV
ISHARES TR
-$212.4K
13,210
+0%
清仓
CCD
CALAMOS DYNAMIC CONV & INCOM
-$209.1K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$208.0K
0
-100%
增持
V
VISA INC
+$204.9K
2,130
+78%
清仓
KO
COCA COLA CO
-$201.7K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$201.3K
0
-100%
增持
SPTM
SPDR SER TR
-$184.8K
102,421
+0%
减持
GOVT
ISHARES TR
-$183.5K
30,639
-18%
增持
RTX
RTX CORPORATION
-$177.1K
6,825
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$176.8K
27,066
+0%
减持
WYNN
WYNN RESORTS LTD
-$161.5K
10,109
-3%
增持
LLY
ELI LILLY & CO
+$158.6K
2,224
+1%
增持
SPTL
SPDR SER TR
-$142.8K
41,113
+1%
减持
CSCO
CISCO SYS INC
-$124.0K
17,026
-15%
增持
SPAB
SPDR SER TR
-$121.3K
157,337
+1%
增持
QUAL
ISHARES TR
+$112.5K
2,540
+54%
减持
SCHO
SCHWAB STRATEGIC TR
-$111.5K
14,327
-14%
增持
SCHX
SCHWAB STRATEGIC TR
-$110.4K
75,547
+1%
增持
PEP
PEPSICO INC
-$105.1K
7,015
+0%
减持
—
ROYAL CARIBBEAN GROUP
-$101.5K
6,069
-5%
增持
SCHF
SCHWAB STRATEGIC TR
-$101.1K
69,555
+1%
减持
SPDW
SPDR INDEX SHS FDS
-$99.9K
64,487
-0%
减持
CNI
CANADIAN NATL RY CO
-$96.7K
6,305
-2%
增持
BA
BOEING CO
-$96.3K
5,668
+1%
减持
HON
HONEYWELL INTL INC
-$94.8K
4,001
-0%
减持
EFG
ISHARES TR
-$93.8K
8,731
-2%
增持
TGT
TARGET CORP
+$92.0K
9,835
+30%
增持
SCHH
SCHWAB STRATEGIC TR
-$78.8K
48,510
+1%
增持
COST
COSTCO WHSL CORP NEW
+$78.6K
1,277
+7%
减持
—
EXXON MOBIL CORP
-$75.8K
3,040
-25%
减持
COP
CONOCOPHILLIPS
-$75.2K
3,036
-28%
建仓
INDI
INDIE SEMICONDUCTOR INC
+$71.9K
11,405
减持
IYW
ISHARES TR
-$67.8K
15,333
-0%
增持
SNA
SNAP ON INC
+$65.9K
1,796
+32%
增持
MBB
ISHARES TR
+$63.6K
6,479
+18%
减持
MCD
MCDONALDS CORP
-$62.5K
1,180
-6%
增持
—
ETF MANAGERS TR
+$60.2K
83,926
+2%
减持
DVY
ISHARES TR
-$59.8K
10,360
-0%
减持
PYPL
PAYPAL HLDGS INC
-$58.3K
6,706
-1%
减持
DFIV
DIMENSIONAL ETF TRUST
-$57.9K
55,187
-2%
增持
ACES
ALPS ETF TR
-$56.7K
7,015
+1%
减持
DGRW
WISDOMTREE TR
-$56.6K
14,947
-1%
增持
DIS
DISNEY WALT CO
-$56.0K
12,722
+4%
减持
SHY
ISHARES TR
-$54.6K
4,095
-14%
增持
TQQQ
PROSHARES TR
-$53.0K
9,850
+0%
减持
SPEM
SPDR INDEX SHS FDS
-$51.2K
57,852
-0%
减持
VYMI
VANGUARD WHITEHALL FDS
-$50.6K
31,494
-0%
减持
REGL
PROSHARES TR
-$49.9K
11,949
-1%
减持
IJR
ISHARES TR
-$48.3K
2,167
-15%
增持
SCHG
SCHWAB STRATEGIC TR
-$45.5K
26,390
+1%
减持
DSI
ISHARES TR
-$45.4K
13,545
-1%
增持
TLT
ISHARES TR
+$45.2K
4,981
+29%
减持
CVS
CVS HEALTH CORP
-$44.9K
7,474
-9%
减持
GSK
GSK PLC
-$42.2K
5,677
-18%
减持
AMZN
AMAZON COM INC
-$41.1K
12,328
-0%
减持
AGG
ISHARES TR
-$39.5K
4,896
-4%
减持
T
AT&T INC
-$38.9K
21,298
-5%
增持
XBI
SPDR SER TR
-$38.9K
4,239
+1%
增持
FNDX
SCHWAB STRATEGIC TR
-$38.6K
33,899
+1%
减持
JBHT
HUNT J B TRANS SVCS INC
+$36.2K
5,552
-1%
减持
SBUX
STARBUCKS CORP
-$32.3K
2,947
-3%
增持
SCHA
SCHWAB STRATEGIC TR
-$32.2K
14,720
+0%
增持
IEMG
ISHARES INC
+$31.4K
6,186
+16%
减持
GE
GENERAL ELECTRIC CO
-$30.5K
91,981
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$30.4K
2,910
+23%
减持
TJX
TJX COS INC NEW
+$30.0K
10,331
-1%
减持
SCHP
SCHWAB STRATEGIC TR
-$29.3K
4,839
-7%
增持
XSD
SPDR SER TR
-$28.5K
1,293
+1%
减持
TIP
ISHARES TR
-$27.9K
2,082
-8%
增持
—
ETF MANAGERS TR
-$26.8K
7,700
+0%
增持
—
AMDOCS LTD
+$26.5K
3,344
+29%
增持
IUSB
ISHARES TR
+$26.3K
32,167
+6%
增持
WMT
WALMART INC
+$25.6K
7,528
+0%
减持
FMB
FIRST TR EXCH TRADED FD III
-$24.3K
11,476
-1%
减持
EFV
ISHARES TR
-$22.9K
21,077
-2%
减持
SUSC
ISHARES TR
-$21.9K
13,237
-3%
减持
HLN
HALEON PLC
-$21.1K
56,116
-4%
减持
XLF
SELECT SECTOR SPDR TR
-$20.9K
11,438
-4%
减持
SPYM
SPDR SER TR
-$20.6K
4,484
-5%
减持
EUSB
ISHARES TR
-$20.5K
5,010
-5%
