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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 29
增持 72
减持 34
清仓 15
方向
标的
Δ市值
现股数(环比)
清仓
—
GENERAL ELECTRIC CO
-$16.0M
0
-100%
建仓
GE
GE AEROSPACE
+$14.5M
91,352
建仓
GEV
GE VERNOVA INC
+$3.9M
22,832
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
PFF
ISHARES TR
-$2.6M
6,910
-92%
增持
NVDA
NVIDIA CORPORATION
+$2.5M
71,496
+913%
增持
AAPL
APPLE INC
+$1.8M
33,930
+8%
减持
KMI
KINDER MORGAN INC DEL
-$1.6M
12,096
-88%
清仓
ENB
ENBRIDGE INC
-$1.4M
0
-100%
建仓
EAGG
ISHARES TR
+$1.4M
29,496
增持
SPYM
SPDR SER TR
+$1.0M
30,300
+101%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$990.2K
69,071
+89%
清仓
PFXF
VANECK ETF TRUST
-$884.5K
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$820.4K
46,099
+114%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$742.3K
53,690
+107%
减持
IVV
ISHARES TR
-$736.6K
11,709
-14%
增持
MSFT
MICROSOFT CORP
+$664.2K
20,957
+1%
减持
SPTS
SPDR SER TR
-$661.9K
82,165
-22%
清仓
PFFA
ETFIS SER TR I
-$628.5K
0
-100%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$625.8K
42,687
+108%
清仓
EXR
EXTRA SPACE STORAGE INC
-$599.5K
0
-100%
清仓
CCD
CALAMOS DYNAMIC CONV & INCOM
-$536.6K
0
-100%
减持
SPAB
SPDR SER TR
-$481.5K
107,970
-14%
增持
AMZN
AMAZON COM INC
+$476.4K
14,757
+12%
建仓
DYNF
BLACKROCK ETF TRUST
+$472.1K
10,057
增持
GOOGL
ALPHABET INC
+$466.1K
12,298
+5%
增持
TSLA
TESLA INC
+$460.6K
8,444
+23%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$432.9K
0
-100%
清仓
GDX
VANECK ETF TRUST
-$431.3K
0
-100%
增持
SCHZ
SCHWAB STRATEGIC TR
+$425.5K
127,432
+9%
建仓
IVW
ISHARES TR
+$413.5K
4,468
增持
SPTL
SPDR SER TR
+$409.3K
58,939
+38%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$388.5K
30,892
+0%
增持
GOOG
ALPHABET INC
+$361.8K
3,301
+106%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$361.4K
28,397
+60%
清仓
XCHYX
CALAMOS CONV & HIGH INCOME F
-$361.0K
0
-100%
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$360.6K
13,965
增持
LLY
ELI LILLY & CO
+$355.8K
2,359
+3%
建仓
LH
LABCORP HOLDINGS INC
+$355.5K
1,747
建仓
AOM
ISHARES TR
+$354.8K
8,250
清仓
—
LABORATORY CORP AMER HLDGS
-$353.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$352.3K
5,371
+9%
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$346.5K
12,870
清仓
—
APARTMENT INCOME REIT CORP
-$324.7K
0
-100%
增持
META
META PLATFORMS INC
+$310.0K
2,715
+24%
建仓
IVE
ISHARES TR
+$309.1K
1,698
建仓
IEFA
ISHARES TR
+$289.1K
3,980
增持
QUAL
ISHARES TR
+$283.2K
4,954
+45%
增持
QQQ
INVESCO QQQ TR
+$276.7K
7,638
+0%
建仓
SPDW
SPDR INDEX SHS FDS
+$276.7K
7,888
减持
LQD
ISHARES TR
-$266.7K
7,106
-25%
增持
IYW
ISHARES TR
+$259.5K
16,540
+0%
增持
—
EXXON MOBIL CORP
+$259.5K
5,590
+69%
增持
ORCL
ORACLE CORP
+$256.6K
12,540
+4%
增持
SCHG
SCHWAB STRATEGIC TR
+$250.4K
28,841
+1%
清仓
TLH
ISHARES TR
-$248.7K
0
-100%
建仓
KO
COCA COLA CO
+$240.3K
3,775
增持
COST
COSTCO WHSL CORP NEW
+$240.1K
1,470
+7%
建仓
XLE
SELECT SECTOR SPDR TR
+$235.9K
2,588
增持
WMT
WALMART INC
+$233.5K
23,828
+4%
减持
ET
ENERGY TRANSFER L P
-$233.0K
11,730
-56%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$229.6K
17,215
+79%
建仓
CGSM
CAPITAL GRP FIXED INCM ETF T
+$228.6K
8,878
增持
TGT
TARGET CORP
-$221.2K
11,058
+5%
清仓
AMLP
ALPS ETF TR
-$221.1K
0
-100%
建仓
—
MEDTRONIC PLC
+$219.3K
2,786
建仓
DLR
DIGITAL RLTY TR INC
+$219.3K
1,442
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$218.1K
22,865
+77%
减持
DKNG
DRAFTKINGS INC NEW
-$217.2K
21,837
-6%
建仓
AOK
ISHARES TR
+$212.2K
5,748
建仓
PG
PROCTER AND GAMBLE CO
+$210.4K
1,276
建仓
MCK
MCKESSON CORP
+$210.3K
360
清仓
IAU
ISHARES GOLD TR
-$209.6K
0
-100%
建仓
ADBE
ADOBE INC
+$209.4K
377
增持
TLT
ISHARES TR
+$209.1K
10,465
+32%
清仓
XSD
SPDR SER TR
-$207.0K
0
-100%
增持
JBHT
HUNT J B TRANS SVCS INC
-$206.3K
5,909
+2%
减持
PYPL
PAYPAL HLDGS INC
-$206.1K
9,555
-16%
建仓
ESGE
ISHARES INC
+$205.0K
6,115
建仓
TIP
ISHARES TR
+$204.3K
1,913
建仓
XLV
SELECT SECTOR SPDR TR
+$202.2K
1,387
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$202.2K
39,879
+15%
建仓
DIVO
AMPLIFY ETF TR
+$200.2K
5,174
增持
AOA
ISHARES TR
+$186.0K
13,334
+21%
增持
AMGN
AMGEN INC
+$181.8K
5,290
+2%
增持
PFE
PFIZER INC
+$179.5K
17,697
+56%
增持
BIL
SPDR SER TR
+$171.2K
89,250
+2%
增持
—
NANO X IMAGING LTD
-$169.9K
116,907
+11%
减持
SCHX
SCHWAB STRATEGIC TR
+$167.0K
80,403
-0%
增持
MBB
ISHARES TR
+$163.8K
10,178
+22%
建仓
—
DLOCAL LTD
+$130.6K
16,149
增持
TQQQ
PROSHARES TR
+$128.0K
9,950
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$126.1K
33,532
-7%
减持
IJR
ISHARES TR
-$124.6K
5,710
-14%
减持
ESGU
ISHARES TR
-$120.1K
16,591
-9%
增持
HON
HONEYWELL INTL INC
+$118.1K
7,086
+4%
增持
BAC
BANK AMERICA CORP
+$118.0K
31,719
+5%
增持
AOR
ISHARES TR
+$117.3K
12,556
+18%
增持
WYNN
WYNN RESORTS LTD
-$112.4K
9,305
+1%
减持
EFV
ISHARES TR
-$111.8K
20,732
-7%
减持
AMAT
APPLIED MATLS INC
+$111.1K
3,762
-0%
减持
DVY
ISHARES TR
-$110.9K
15,670
-4%
减持
VYM
VANGUARD WHITEHALL FDS
-$108.1K
13,043
-5%
增持
JPM
JPMORGAN CHASE & CO.
+$104.4K
9,530
+5%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$104.3K
15,786
减持
USMV
ISHARES TR
-$102.1K
3,510
-26%
增持
TJX
TJX COS INC NEW
+$100.0K
10,986
+0%
增持
IUSB
ISHARES TR
+$99.5K
46,067
+6%
增持
LCTU
BLACKROCK ETF TRUST
+$99.0K
6,258
+32%
增持
DSI
ISHARES TR
+$97.4K
13,226
+4%
减持
—
AMPLIFY ETF TR
-$95.0K
64,770
-13%
减持
EFG
ISHARES TR
-$90.4K
9,712
-7%
增持
GLD
SPDR GOLD TR
+$88.9K
2,146
+18%
增持
VUG
VANGUARD INDEX FDS
+$87.5K
770
+32%
增持
SQ
BLOCK INC
-$86.3K
5,403
+5%
增持
DIS
DISNEY WALT CO
-$85.5K
13,991
+16%
增持
SCHW
SCHWAB CHARLES CORP
+$83.0K
5,744
+22%
减持
—
ROYAL CARIBBEAN GROUP
+$82.9K
5,079
-3%
增持
SBUX
STARBUCKS CORP
+$80.7K
4,600
+52%
增持
F
FORD MTR CO DEL
+$79.3K
17,464
+66%
增持
IBND
SPDR SER TR
+$78.5K
39,811
+9%
增持
UNH
UNITEDHEALTH GROUP INC
+$76.8K
784
+20%
建仓
BTX
BLACKROCK INNOVATION AND GRW
+$76.4K
10,563
增持
CNI
CANADIAN NATL RY CO
-$75.6K
6,898
+2%
减持
IJH
ISHARES TR
-$74.6K
7,058
-12%
减持
SPYV
SPDR SER TR
-$74.1K
15,639
-6%
增持
CVX
CHEVRON CORP NEW
+$70.5K
3,541
+16%
减持
FMB
FIRST TR EXCHANGE-TRADED FD
-$69.7K
9,311
-12%
增持
VGT
VANGUARD WORLD FD
+$69.2K
503
+19%
减持
IEMG
ISHARES INC
-$68.9K
7,561
-18%
减持
ICSH
ISHARES TR
-$68.6K
107,479
-1%
减持
IPAY
AMPLIFY ETF TR
-$68.5K
5,001
-13%
减持
DIVB
ISHARES TR
-$68.4K
19,085
-7%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$67.4K
21,244
-3%
减持
EBAY
EBAY INC.
-$66.9K
7,144
-16%
增持
AVGO
BROADCOM INC
+$65.4K
167
+9%
增持
BA
BOEING CO
-$64.0K
6,481
+1%
减持
SPYG
SPDR SER TR
+$63.7K
14,104
-3%
增持
INTC
INTEL CORP
-$60.0K
10,508
+20%
增持
VB
VANGUARD INDEX FDS
+$58.0K
1,315
+31%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$55.8K
26,181
-1%
增持
T
AT&T INC
+$55.3K
16,097
+12%
建仓
PDSB
PDS BIOTECHNOLOGY CORP
+$55.1K
18,800
增持
QCOM
QUALCOMM INC
+$53.1K
1,624
+2%
增持
JNJ
JOHNSON & JOHNSON
-$52.4K
8,480
+4%
增持
USXF
ISHARES TR
+$52.2K
7,587
+14%
增持
HD
HOME DEPOT INC
-$49.9K
2,036
+4%
减持
ACES
ALPS ETF TR
-$49.3K
7,866
-14%
增持
LMT
LOCKHEED MARTIN CORP
+$48.9K
780
+13%
减持
NANR
SPDR INDEX SHS FDS
-$47.0K
10,373
-7%
增持
SNA
SNAP ON INC
-$46.6K
2,072
+4%
