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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 23
增持 93
减持 25
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
—
ISHARES TR
+$2.9M
126,350
减持
GE
GE AEROSPACE
+$2.7M
91,298
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
7,056
+31%
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
IBHF
ISHARES TR
+$1.0M
43,544
增持
TSLA
TESLA INC
+$887.9K
9,780
+16%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$778.0K
91,191
+32%
增持
AAPL
APPLE INC
+$764.2K
33,951
+0%
减持
BIL
SPDR SER TR
-$726.5K
81,307
-9%
增持
SPTS
SPDR SER TR
+$707.2K
104,702
+27%
增持
IWM
ISHARES TR
+$668.5K
5,001
+133%
增持
QQQ
INVESCO QQQ TR
+$641.2K
8,812
+15%
增持
INTC
INTEL CORP
+$633.5K
40,874
+289%
清仓
IJR
ISHARES TR
-$609.0K
0
-100%
增持
SCHZ
SCHWAB STRATEGIC TR
+$577.9K
134,390
+5%
建仓
SHV
ISHARES TR
+$552.0K
4,990
建仓
—
ISHARES TR
+$537.4K
23,063
增持
IUSB
ISHARES TR
+$487.4K
54,553
+18%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$463.5K
54,467
+18%
减持
ICSH
ISHARES TR
-$457.0K
98,028
-9%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$441.5K
53,903
+26%
增持
ORCL
ORACLE CORP
+$432.7K
12,931
+3%
建仓
IEP
ICAHN ENTERPRISES LP
+$418.0K
30,916
增持
IVW
ISHARES TR
+$406.9K
8,568
+92%
建仓
BINC
BLACKROCK ETF TRUST II
+$381.7K
7,130
增持
NVDA
NVIDIA CORPORATION
+$376.3K
75,831
+6%
建仓
ULTA
ULTA BEAUTY INC
+$370.1K
951
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$362.6K
37,292
+31%
增持
SPTM
SPDR SER TR
+$358.1K
91,035
+0%
建仓
RWR
SPDR SER TR
+$356.6K
3,341
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$355.3K
25,924
-1%
增持
SPYM
SPDR SER TR
+$334.0K
33,672
+11%
增持
WMT
WALMART INC
+$329.5K
24,061
+1%
增持
META
META PLATFORMS INC
+$315.6K
2,943
+8%
增持
QUAL
ISHARES TR
+$314.0K
6,470
+31%
增持
DYNF
BLACKROCK ETF TRUST
+$308.2K
15,773
+57%
建仓
SPEM
SPDR INDEX SHS FDS
+$298.6K
7,232
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$292.9K
10,000
建仓
EMXC
ISHARES INC
+$292.9K
4,792
增持
JPM
JPMORGAN CHASE & CO.
+$292.5K
10,529
+10%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$289.9K
46,034
+15%
清仓
IEFA
ISHARES TR
-$289.1K
0
-100%
建仓
TENB
TENABLE HLDGS INC
+$284.7K
7,025
增持
DVY
ISHARES TR
+$265.5K
16,001
+2%
建仓
RPD
RAPID7 INC
+$264.0K
6,619
建仓
LULU
LULULEMON ATHLETICA INC
+$262.4K
967
建仓
VYMI
VANGUARD WHITEHALL FDS
+$259.4K
3,534
减持
SCHX
SCHWAB STRATEGIC TR
+$259.4K
79,960
-1%
清仓
CVS
CVS HEALTH CORP
-$255.0K
0
-100%
建仓
HUM
HUMANA INC
+$253.4K
800
建仓
JKHY
HENRY JACK & ASSOC INC
+$252.4K
1,430
建仓
BILL
BILL HOLDINGS INC
+$245.5K
4,653
增持
EFV
ISHARES TR
+$240.2K
23,289
+12%
增持
HD
HOME DEPOT INC
+$232.7K
2,304
+13%
增持
MSFT
MICROSOFT CORP
-$231.5K
21,230
+1%
增持
EFG
ISHARES TR
+$227.7K
11,345
+17%
减持
TLT
ISHARES TR
-$227.6K
7,471
-29%
增持
V
VISA INC
+$223.0K
3,538
+24%
建仓
RNG
RINGCENTRAL INC
+$222.2K
7,024
增持
HSY
HERSHEY CO
+$220.0K
6,119
+18%
清仓
DLR
DIGITAL RLTY TR INC
-$219.3K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$214.3K
1,651
+12%
增持
IJH
ISHARES TR
+$212.8K
10,042
+42%
清仓
MCK
MCKESSON CORP
-$210.3K
0
-100%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$207.3K
23,687
+38%
清仓
TIP
ISHARES TR
-$204.3K
0
-100%
建仓
FIW
FIRST TR EXCHANGE-TRADED FD
+$203.1K
1,858
增持
RTX
RTX CORPORATION
+$202.3K
7,591
+6%
清仓
XLV
SELECT SECTOR SPDR TR
-$202.2K
0
-100%
增持
AOA
ISHARES TR
+$201.9K
15,195
+14%
增持
CSCO
CISCO SYS INC
+$194.4K
20,918
+8%
减持
SCHF
SCHWAB STRATEGIC TR
+$193.9K
77,113
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$192.3K
952
+22%
增持
JNJ
JOHNSON & JOHNSON
+$188.0K
8,808
+4%
增持
MBB
ISHARES TR
+$185.0K
11,684
+15%
减持
FNDX
SCHWAB STRATEGIC TR
+$176.2K
39,951
-1%
减持
SCHH
SCHWAB STRATEGIC TR
+$169.9K
54,847
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$169.5K
15,648
+2%
增持
WM
WASTE MGMT INC DEL
+$167.5K
5,908
+19%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$167.3K
29,211
+28%
增持
TGT
TARGET CORP
+$164.2K
11,556
+5%
建仓
BLZE
BACKBLAZE INC
+$157.3K
24,620
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$151.8K
2,192
+4%
增持
AMZN
AMAZON COM INC
+$148.7K
16,103
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$145.3K
34,027
+1%
增持
NKE
NIKE INC
+$133.4K
4,894
+23%
减持
HLN
HALEON PLC
+$132.6K
57,342
-0%
增持
IVE
ISHARES TR
+$131.4K
2,234
+32%
增持
CVX
CHEVRON CORP NEW
+$129.8K
4,642
+31%
建仓
FRSH
FRESHWORKS INC
+$129.5K
11,284
增持
JBHT
HUNT J B TRANS SVCS INC
+$128.0K
6,229
+5%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$127.9K
10,306
+2%
增持
SPDW
SPDR INDEX SHS FDS
+$127.1K
10,750
+36%
增持
AMGN
AMGEN INC
+$125.0K
5,518
+4%
增持
—
NANO X IMAGING LTD
-$121.6K
121,137
+4%
减持
VTI
VANGUARD INDEX FDS
+$116.7K
8,598
-1%
增持
FNDF
SCHWAB STRATEGIC TR
+$115.6K
42,376
+1%
减持
VYM
VANGUARD WHITEHALL FDS
+$115.1K
12,964
-1%
增持
TJX
TJX COS INC NEW
+$114.4K
11,263
+3%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$114.4K
17,623
+26%
增持
PEP
PEPSICO INC
+$113.3K
8,009
+6%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$112.4K
16,483
+28%
增持
REGL
PROSHARES TR
+$111.9K
12,237
+1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$108.3K
20,746
-2%
增持
SNA
SNAP ON INC
+$106.8K
2,238
+8%
建仓
ATEC
ALPHATEC HLDGS INC
+$106.6K
19,165
增持
UNH
UNITEDHEALTH GROUP INC
+$104.5K
862
+10%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$104.3K
0
-100%
增持
ABBV
ABBVIE INC
+$104.2K
3,018
+5%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$99.6K
5,547
+15%
增持
DIVB
ISHARES TR
+$99.2K
19,474
+2%
增持
HSIC
HENRY SCHEIN INC
+$94.6K
5,348
+16%
增持
—
AMDOCS LTD
+$92.2K
4,842
+15%
减持
FMB
FIRST TR EXCHANGE-TRADED FD
-$91.7K
7,384
-21%
增持
BA
BOEING CO
-$90.8K
7,161
+10%
增持
LH
LABCORP HOLDINGS INC
+$89.0K
1,989
+14%
增持
PFF
ISHARES TR
+$86.5K
9,162
+33%
增持
DSI
ISHARES TR
+$83.7K
13,395
+1%
增持
EBAY
EBAY INC.
+$83.7K
7,180
+1%
增持
SPYV
SPDR SER TR
+$83.6K
16,001
+2%
增持
AVGO
BROADCOM INC
+$82.8K
2,035
+1119%
减持
DIS
DISNEY WALT CO
-$82.0K
13,589
-3%
减持
NANR
SPDR INDEX SHS FDS
-$81.9K
8,530
-18%
增持
DGRW
WISDOMTREE TR
+$79.6K
12,436
+2%
清仓
BTX
BLACKROCK INNOVATION AND GRW
-$76.4K
0
-100%
增持
AOK
ISHARES TR
+$75.6K
7,446
+30%
增持
GLD
SPDR GOLD TR
+$75.0K
2,207
+3%
增持
CRM
SALESFORCE INC
+$74.9K
1,303
+19%
增持
MCD
MCDONALDS CORP
+$71.3K
1,243
+3%
增持
SCHA
SCHWAB STRATEGIC TR
+$69.0K
16,838
+0%
减持
SCHG
SCHWAB STRATEGIC TR
+$68.9K
28,578
-1%
增持
MA
MASTERCARD INCORPORATED
+$68.7K
786
+9%
增持
LQD
ISHARES TR
+$65.0K
7,313
+3%
增持
IEMG
ISHARES INC
+$63.9K
8,163
+8%
增持
PG
PROCTER AND GAMBLE CO
+$61.5K
1,570
+23%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$60.3K
54,694
+2%
减持
—
ROYAL CARIBBEAN GROUP
+$60.0K
4,904
-3%
增持
GIS
GENERAL MLS INC
+$57.4K
3,720
+8%
减持
GOOG
ALPHABET INC
-$56.8K
3,282
-1%
减持
APO
APOLLO GLOBAL MGMT INC
-$55.6K
6,550
-11%
减持
QCOM
QUALCOMM INC
-$52.9K
1,592
-2%
减持
SBUX
STARBUCKS CORP
-$52.5K
3,135
-32%
增持
XLF
SELECT SECTOR SPDR TR
+$50.4K
11,922
+0%
增持
AOR
ISHARES TR
+$49.3K
12,769
+2%
增持
AOM
ISHARES TR
+$49.2K
8,957
+9%
减持
SCHE
SCHWAB STRATEGIC TR
+$48.6K
19,808
-1%
增持
—
GLOBAL X FDS
+$46.7K
43,103
+4%
增持
MET
METLIFE INC
+$46.0K
3,738
+0%
减持
SCHC
SCHWAB STRATEGIC TR
+$43.4K
15,526
-0%
减持
DKNG
DRAFTKINGS INC NEW
-$42.9K
20,170
-8%
增持
CGSM
CAPITAL GRP FIXED INCM ETF T
+$41.4K
10,280
+16%
