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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 33
增持 71
减持 38
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
ICSH
ISHARES TR
-$25.9M
181,589
-74%
建仓
BIL
SPDR SER TR
+$5.1M
56,146
增持
JNK
SPDR SER TR
+$2.6M
30,505
+1050%
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
PFF
ISHARES TR
+$2.5M
86,806
+1152%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.4M
24,789
+614%
建仓
IVW
ISHARES TR
+$2.4M
31,924
建仓
IWP
ISHARES TR
+$2.0M
18,894
清仓
VYMI
VANGUARD WHITEHALL FDS
-$1.9M
0
-100%
清仓
SPEM
SPDR INDEX SHS FDS
-$1.9M
0
-100%
建仓
VOE
VANGUARD INDEX FDS
+$1.9M
12,917
减持
SPDW
SPDR INDEX SHS FDS
-$1.8M
5,919
-91%
建仓
IAU
ISHARES GOLD TR
+$1.8M
45,343
建仓
DFAT
DIMENSIONAL ETF TRUST
+$1.6M
31,173
建仓
VIGI
VANGUARD WHITEHALL FDS
+$1.6M
20,409
增持
SPAB
SPDR SER TR
+$1.6M
211,709
+35%
减持
GE
GENERAL ELECTRIC CO
+$1.5M
91,089
-1%
建仓
ISCG
ISHARES TR
+$1.4M
32,940
增持
IBND
SPDR SER TR
+$1.4M
91,966
+89%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$1.4M
59,293
增持
EBND
SPDR SER TR
+$1.4M
121,703
+99%
增持
IVV
ISHARES TR
+$1.2M
14,435
+9%
减持
MSFT
MICROSOFT CORP
+$1.2M
20,604
-1%
增持
SPTS
SPDR SER TR
+$1.1M
170,669
+27%
增持
SPIP
SPDR SER TR
+$978.2K
57,320
+192%
建仓
DFIS
DIMENSIONAL ETF TRUST
+$974.2K
40,306
增持
AAPL
APPLE INC
+$965.3K
40,578
+1%
增持
SCHX
SCHWAB STRATEGIC TR
+$896.1K
83,666
+11%
增持
KMI
KINDER MORGAN INC DEL
+$875.4K
90,742
+107%
清仓
GNR
SPDR INDEX SHS FDS
-$828.3K
0
-100%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$694.1K
13,818
-76%
增持
SCHZ
SCHWAB STRATEGIC TR
+$683.4K
96,376
+12%
增持
SPY
SPDR S&P 500 ETF TR
+$654.5K
5,289
+22%
建仓
PFFA
ETFIS SER TR I
+$621.3K
30,000
增持
ENB
ENBRIDGE INC
+$616.5K
39,290
+63%
增持
BA
BOEING CO
+$529.6K
6,200
+9%
增持
VTI
VANGUARD INDEX FDS
+$513.2K
9,391
+16%
增持
SCHF
SCHWAB STRATEGIC TR
+$500.1K
77,440
+11%
建仓
CCD
CALAMOS DYNAMIC CONV & INCOM
+$486.9K
24,616
增持
IUSB
ISHARES TR
+$486.2K
41,077
+28%
增持
SCHG
SCHWAB STRATEGIC TR
+$465.4K
28,743
+9%
增持
FNDX
SCHWAB STRATEGIC TR
+$464.4K
38,129
+12%
增持
AMZN
AMAZON COM INC
+$462.8K
13,360
+8%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$438.2K
7,971
增持
NVDA
NVIDIA CORPORATION
+$437.3K
7,080
+0%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$434.1K
16,030
增持
TGT
TARGET CORP
+$420.0K
10,584
+8%
建仓
IWM
ISHARES TR
+$404.4K
2,015
建仓
SQ
BLOCK INC
+$403.1K
5,212
增持
IYW
ISHARES TR
+$386.8K
16,257
+6%
建仓
IJH
ISHARES TR
+$362.2K
1,307
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$357.1K
11,966
建仓
XCHYX
CALAMOS CONV & HIGH INCOME F
+$350.6K
30,565
建仓
—
APARTMENT INCOME REIT CORP
+$347.3K
10,000
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$342.1K
26,688
-1%
减持
SPTM
SPDR SER TR
+$304.6K
97,189
-5%
建仓
TLH
ISHARES TR
+$292.7K
2,704
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$283.6K
30,751
-0%
增持
EFG
ISHARES TR
+$274.2K
10,611
+22%
建仓
IWC
ISHARES TR
+$253.2K
2,182
清仓
MKC
MCCORMICK & CO INC
-$243.4K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$241.8K
38,229
+3%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$241.0K
8,516
建仓
SCHW
SCHWAB CHARLES CORP
+$238.9K
3,472
增持
TSLA
TESLA INC
+$233.5K
5,934
+20%
建仓
CRM
SALESFORCE INC
+$233.4K
887
增持
SCHH
SCHWAB STRATEGIC TR
+$232.6K
52,810
+9%
建仓
QCOM
QUALCOMM INC
+$232.5K
1,608
建仓
UNH
UNITEDHEALTH GROUP INC
+$232.2K
441
增持
SPTL
SPDR SER TR
+$229.9K
44,970
+9%
建仓
GOOG
ALPHABET INC
+$225.5K
1,600
增持
IEMG
ISHARES INC
+$221.1K
10,192
+65%
减持
QQQ
INVESCO QQQ TR
+$221.0K
7,276
-6%
建仓
GIS
GENERAL MLS INC
+$220.8K
3,389
清仓
TIP
ISHARES TR
-$215.9K
0
-100%
建仓
VB
VANGUARD INDEX FDS
+$213.5K
1,001
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$210.9K
7,765
建仓
VGT
VANGUARD WORLD FDS
+$203.6K
421
增持
FNDF
SCHWAB STRATEGIC TR
+$201.8K
39,318
+11%
减持
JPM
JPMORGAN CHASE & CO
+$188.5K
8,832
-3%
建仓
ET
ENERGY TRANSFER L P
+$179.4K
13,000
清仓
KBWD
INVESCO EXCH TRADED FD TR II
-$177.7K
0
-100%
减持
BAC
BANK AMERICA CORP
+$177.1K
30,189
-2%
减持
—
ROYAL CARIBBEAN GROUP
+$168.4K
5,619
-7%
增持
EFV
ISHARES TR
+$165.9K
22,978
+9%
增持
SCHA
SCHWAB STRATEGIC TR
+$165.4K
16,407
+11%
增持
INTC
INTEL CORP
+$156.9K
9,142
+7%
增持
LQD
ISHARES TR
+$146.3K
5,170
+24%
增持
AMD
ADVANCED MICRO DEVICES INC
+$144.5K
3,010
+3%
增持
CNI
CANADIAN NATL RY CO
+$137.6K
6,532
+4%
减持
WM
WASTE MGMT INC DEL
+$131.5K
4,962
-0%
清仓
YYY
AMPLIFY ETF TR
-$129.1K
0
-100%
增持
TLT
ISHARES TR
+$120.2K
5,683
+14%
增持
META
META PLATFORMS INC
+$118.7K
2,135
+1%
减持
ESGU
ISHARES TR
+$116.9K
19,370
-5%
减持
ROK
ROCKWELL AUTOMATION INC
+$115.6K
4,838
-0%
减持
PFE
PFIZER INC
-$115.4K
16,509
-7%
增持
RTX
RTX CORPORATION
+$112.6K
7,177
+5%
减持
HRL
HORMEL FOODS CORP
-$112.3K
9,128
-14%
增持
MUC
BLACKROCK MUNIHLDNGS CALI QL
+$109.8K
23,657
+47%
增持
HON
HONEYWELL INTL INC
+$109.6K
4,047
+1%
增持
LLY
ELI LILLY & CO
+$105.9K
2,231
+0%
增持
XBI
SPDR SER TR
+$105.8K
4,652
+10%
增持
USMV
ISHARES TR
+$104.7K
5,203
+25%
增持
SCHC
SCHWAB STRATEGIC TR
+$103.7K
15,210
+15%
增持
ACES
ALPS ETF TR
+$101.3K
9,967
+42%
减持
COST
COSTCO WHSL CORP NEW
+$100.4K
1,245
-3%
增持
GOOGL
ALPHABET INC
+$99.8K
11,004
+0%
增持
—
ETF MANAGERS TR
+$94.3K
8,519
+11%
减持
DVY
ISHARES TR
+$90.8K
10,288
-1%
增持
HD
HOME DEPOT INC
+$89.7K
1,827
+2%
减持
SHY
ISHARES TR
-$88.5K
2,963
-28%
增持
SNA
SNAP ON INC
+$85.9K
1,883
+5%
增持
FNDA
SCHWAB STRATEGIC TR
+$83.7K
6,938
+12%
增持
IJR
ISHARES TR
+$83.1K
2,656
+23%
减持
AMGN
AMGEN INC
+$78.7K
5,139
-1%
增持
JBHT
HUNT J B TRANS SVCS INC
+$77.5K
5,628
+1%
减持
GMOM
CAMBRIA ETF TR
-$76.1K
14,435
-18%
增持
PTLC
PACER FDS TR
+$72.4K
9,786
+11%
清仓
INDI
INDIE SEMICONDUCTOR INC
-$71.9K
0
-100%
减持
WYNN
WYNN RESORTS LTD
-$71.7K
9,466
-6%
减持
DSI
ISHARES TR
+$70.3K
12,883
-5%
增持
—
GLOBAL X FDS
+$68.5K
36,139
+7%
增持
TJX
TJX COS INC NEW
+$67.7K
10,510
+2%
增持
NKE
NIKE INC
+$66.0K
2,579
+15%
减持
DIS
DISNEY WALT CO
+$64.8K
12,138
-5%
增持
SCHE
SCHWAB STRATEGIC TR
+$64.6K
19,239
+12%
增持
—
LABORATORY CORP AMER HLDGS
+$63.5K
1,484
+9%
减持
V
VISA INC
+$62.2K
2,121
-0%
增持
GLD
SPDR GOLD TR
+$59.2K
1,811
+8%
减持
CVX
CHEVRON CORP NEW
-$58.4K
2,984
-0%
减持
SUSC
ISHARES TR
-$57.7K
9,898
-25%
增持
PTNQ
PACER FDS TR
+$57.6K
6,126
+10%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$57.2K
4,098
+10%
增持
MBB
ISHARES TR
+$51.7K
6,665
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$50.9K
623
+10%
减持
SCHO
SCHWAB STRATEGIC TR
-$49.1K
13,147
-8%
增持
—
EXXON MOBIL CORP
-$48.7K
3,087
+2%
减持
STZ
CONSTELLATION BRANDS INC
-$46.9K
1,672
-7%
增持
FNDE
SCHWAB STRATEGIC TR
+$44.0K
11,481
+13%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$42.6K
22,975
-3%
增持
HSY
HERSHEY CO
-$42.3K
4,916
+3%
减持
AOA
ISHARES TR
+$41.8K
10,763
-3%
减持
XLF
SELECT SECTOR SPDR TR
+$41.3K
11,190
-2%
减持
AMLP
ALPS ETF TR
-$41.0K
5,411
-16%
增持
T
AT&T INC
+$38.1K
21,333
+0%
减持
DGRW
WISDOMTREE TR
+$38.0K
14,044
-6%
减持
REGL
PROSHARES TR
+$37.8K
11,354
-5%
增持
—
AMDOCS LTD
+$37.7K
3,644
+9%
减持
QUAL
ISHARES TR
+$36.0K
2,520
-1%
减持
XLY
SELECT SECTOR SPDR TR
+$34.4K
2,668
-3%
