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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 21
增持 64
减持 43
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
—
GENERAL ELECTRIC CO
+$16.0M
90,964
清仓
GE
GENERAL ELECTRIC CO
-$11.6M
0
-100%
减持
ICSH
ISHARES TR
-$3.6M
108,771
-40%
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。
清仓
JNK
SPDR SER TR
-$2.9M
0
-100%
增持
BIL
SPDR SER TR
+$2.9M
87,366
+56%
减持
NVDA
NVIDIA CORPORATION
+$2.9M
7,057
-0%
减持
AAPL
APPLE INC
-$2.4M
31,443
-23%
清仓
IVW
ISHARES TR
-$2.4M
0
-100%
减持
SPAB
SPDR SER TR
-$2.2M
126,206
-40%
清仓
IWP
ISHARES TR
-$2.0M
0
-100%
减持
SPTS
SPDR SER TR
-$1.9M
104,909
-39%
清仓
VOE
VANGUARD INDEX FDS
-$1.9M
0
-100%
清仓
DFIV
DIMENSIONAL ETF TRUST
-$1.8M
0
-100%
减持
IBND
SPDR SER TR
-$1.7M
36,573
-60%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$1.6M
0
-100%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$1.6M
0
-100%
减持
EBND
SPDR SER TR
-$1.6M
49,082
-60%
减持
IAU
ISHARES GOLD TR
-$1.6M
4,990
-89%
清仓
SPIP
SPDR SER TR
-$1.5M
0
-100%
清仓
ISCG
ISHARES TR
-$1.4M
0
-100%
清仓
DFAE
DIMENSIONAL ETF TRUST
-$1.4M
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.1M
13,679
-45%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$1.1M
34,681
建仓
SPYG
SPDR SER TR
+$1.1M
14,579
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$1.1M
36,528
清仓
DFIS
DIMENSIONAL ETF TRUST
-$974.2K
0
-100%
增持
MSFT
MICROSOFT CORP
+$954.7K
20,685
+0%
建仓
DIVB
ISHARES TR
+$912.7K
20,511
增持
SCHZ
SCHWAB STRATEGIC TR
+$889.8K
117,019
+21%
建仓
APO
APOLLO GLOBAL MGMT INC
+$877.1K
7,800
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$849.0K
2,019
建仓
SPYV
SPDR SER TR
+$836.4K
16,694
增持
DVY
ISHARES TR
+$800.8K
16,291
+58%
增持
SPYM
SPDR SER TR
+$688.1K
15,100
+250%
建仓
NANR
SPDR INDEX SHS FDS
+$612.0K
11,212
建仓
EXR
EXTRA SPACE STORAGE INC
+$599.5K
4,078
增持
HON
HONEYWELL INTL INC
+$546.2K
6,796
+68%
增持
LLY
ELI LILLY & CO
+$479.5K
2,288
+3%
建仓
FNV
FRANCO NEV CORP
+$472.0K
3,961
增持
LQD
ISHARES TR
+$455.9K
9,438
+83%
增持
IJR
ISHARES TR
+$446.1K
6,638
+150%
建仓
GDX
VANECK ETF TRUST
+$431.3K
13,639
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$413.7K
11,318
+190%
增持
QQQ
INVESCO QQQ TR
+$403.1K
7,619
+5%
清仓
—
ETF MANAGERS TR
-$395.4K
0
-100%
增持
—
NANO X IMAGING LTD
+$388.0K
105,215
+5%
减持
SPTM
SPDR SER TR
+$383.2K
94,527
-3%
减持
DIS
DISNEY WALT CO
+$378.7K
12,052
-1%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$377.7K
20,560
+165%
增持
BA
BOEING CO
-$372.5K
6,444
+4%
增持
PYPL
PAYPAL HLDGS INC
+$357.8K
11,354
+73%
减持
TGT
TARGET CORP
+$350.8K
10,486
-1%
减持
AMZN
AMAZON COM INC
+$345.5K
13,169
-1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$343.8K
21,565
+80%
清仓
—
ETF MANAGERS TR
-$335.5K
0
-100%
减持
CVS
CVS HEALTH CORP
-$330.7K
2,783
-60%
增持
JPM
JPMORGAN CHASE & CO
+$320.8K
9,102
+3%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$313.4K
17,791
+109%
建仓
—
AMPLIFY ETF TR
+$310.0K
74,160
增持
FNDX
SCHWAB STRATEGIC TR
+$304.5K
39,564
+4%
增持
META
META PLATFORMS INC
+$303.3K
2,181
+2%
建仓
IPAY
AMPLIFY ETF TR
+$302.5K
5,746
清仓
HRL
HORMEL FOODS CORP
-$293.1K
0
-100%
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$290.0K
12,911
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$287.6K
26,478
-1%
减持
SCHX
SCHWAB STRATEGIC TR
+$280.1K
80,549
-4%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$277.2K
9,625
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$277.1K
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
+$273.4K
28,666
-0%
清仓
EA
ELECTRONIC ARTS INC
-$272.9K
0
-100%
建仓
LCTU
BLACKROCK ETF TRUST
+$272.8K
4,752
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$265.1K
25,888
+61%
增持
TSLA
TESLA INC
-$264.2K
6,885
+16%
增持
ORCL
ORACLE CORP
+$253.3K
12,054
+1%
清仓
IWC
ISHARES TR
-$253.2K
0
-100%
减持
IVV
ISHARES TR
+$249.6K
13,589
-6%
增持
ET
ENERGY TRANSFER L P
+$243.8K
26,906
+107%
增持
GOOGL
ALPHABET INC
+$236.9K
11,754
+7%
增持
KMI
KINDER MORGAN INC DEL
+$235.1K
100,096
+10%
增持
IYW
ISHARES TR
+$234.2K
16,509
+2%
建仓
SOXX
ISHARES TR
+$217.6K
963
清仓
DFLV
DIMENSIONAL ETF TRUST
-$214.6K
0
-100%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$212.5K
9,723
+15%
建仓
AVGO
BROADCOM INC
+$202.8K
153
清仓
SPDW
SPDR INDEX SHS FDS
-$201.3K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$200.3K
582
增持
QUAL
ISHARES TR
+$191.9K
3,424
+36%
增持
WMT
WALMART INC
+$191.4K
22,933
+204%
增持
TLT
ISHARES TR
+$189.4K
7,941
+40%
增持
COST
COSTCO WHSL CORP NEW
+$187.8K
1,378
+11%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$183.8K
0
-100%
减持
ROK
ROCKWELL AUTOMATION INC
-$183.3K
4,527
-6%
增持
WM
WASTE MGMT INC DEL
+$169.4K
4,964
+0%
增持
AMAT
APPLIED MATLS INC
+$167.0K
3,766
+0%
增持
MRK
MERCK & CO INC
+$164.3K
5,705
+6%
增持
V
VISA INC
+$163.2K
2,563
+21%
减持
PFE
PFIZER INC
-$159.6K
11,377
-31%
减持
SCHF
SCHWAB STRATEGIC TR
+$152.7K
77,264
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$147.4K
3,275
+9%
增持
MBB
ISHARES TR
+$143.6K
8,338
+25%
增持
FNDF
SCHWAB STRATEGIC TR
+$141.3K
41,211
+5%
减持
XBI
SPDR SER TR
-$137.6K
2,927
-37%
减持
BAC
BANK AMERICA CORP
+$127.1K
30,156
-0%
增持
IJH
ISHARES TR
+$125.4K
8,029
+514%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$125.3K
5,136
-33%
增持
TJX
TJX COS INC NEW
+$123.6K
10,940
+4%
建仓
INDI
INDIE SEMICONDUCTOR INC
+$121.2K
17,115
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$121.1K
1,378
-36%
增持
HD
HOME DEPOT INC
+$117.4K
1,957
+7%
增持
RTX
RTX CORPORATION
+$116.8K
7,389
+3%
增持
IGV
ISHARES TR
-$112.9K
3,847
+254%
减持
SPTL
SPDR SER TR
-$110.0K
42,770
-5%
增持
ABBV
ABBVIE INC
+$108.6K
2,568
+11%
增持
TQQQ
PROSHARES TR
+$107.2K
9,853
+0%
减持
T
AT&T INC
-$105.7K
14,336
-33%
减持
DSI
ISHARES TR
+$103.2K
12,659
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$101.4K
4,703
+35%
增持
IUSB
ISHARES TR
+$91.2K
43,510
+6%
增持
SCHO
SCHWAB STRATEGIC TR
+$91.1K
15,102
+15%
减持
VTI
VANGUARD INDEX FDS
+$90.8K
8,921
-5%
增持
UNH
UNITEDHEALTH GROUP INC
+$90.2K
652
+48%
增持
EBAY
EBAY INC.
+$89.3K
8,539
+3%
减持
ACES
ALPS ETF TR
-$87.0K
9,125
-8%
增持
PEP
PEPSICO INC
+$83.8K
7,387
+4%
减持
WYNN
WYNN RESORTS LTD
+$82.8K
9,247
-2%
减持
GMOM
CAMBRIA ETF TR
-$81.8K
10,822
-25%
清仓
—
PIMCO CALIF MUN INCOME FD II
-$78.7K
0
-100%
减持
XSD
SPDR SER TR
-$77.8K
892
-30%
减持
GOVT
ISHARES TR
-$77.5K
25,053
-11%
增持
—
EXXON MOBIL CORP
+$75.4K
3,304
+7%
减持
INTC
INTEL CORP
-$73.9K
8,727
-5%
减持
DGRW
WISDOMTREE TR
-$70.4K
12,030
-14%
增持
CNI
CANADIAN NATL RY CO
+$69.9K
6,761
+4%
减持
PFF
ISHARES TR
+$68.7K
86,135
-1%
增持
REGL
PROSHARES TR
+$68.6K
11,506
+1%
增持
AOA
ISHARES TR
+$68.0K
11,042
+3%
减持
VZ
VERIZON COMMUNICATIONS INC
+$67.8K
35,963
-6%
减持
ESGU
ISHARES TR
+$67.4K
18,265
-6%
减持
DKNG
DRAFTKINGS INC NEW
+$66.2K
23,138
-17%
增持
USXF
ISHARES TR
+$63.4K
6,671
+12%
增持
NKE
NIKE INC
+$60.3K
3,622
+40%
增持
MA
MASTERCARD INCORPORATED
+$58.5K
659
+9%
减持
SPY
SPDR S&P 500 ETF TR
+$56.9K
4,915
-7%
减持
EFG
ISHARES TR
+$56.2K
10,443
-2%
增持
HSY
HERSHEY CO
+$55.8K
5,000
+2%
增持
IWM
ISHARES TR
+$52.3K
2,172
+8%
增持
XLF
SELECT SECTOR SPDR TR
+$50.6K
11,191
+0%
增持
CRM
SALESFORCE INC
+$48.8K
937
+6%
减持
STZ
CONSTELLATION BRANDS INC
+$48.5K
1,666
-0%
增持
SNA
SNAP ON INC
+$44.3K
1,986
+5%
