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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 43
增持 63
减持 28
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
QLTY
2023 ETF SERIES TRUST II
+$4.9M
153,900
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$4.3M
177,542
+226%
建仓
PVAL
PUTNAM ETF TRUST
+$4.0M
107,520
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
SPMO
INVESCO EXCH TRADED FD TR II
+$3.7M
39,079
建仓
QGRW
WISDOMTREE TR
+$3.4M
69,700
清仓
—
ISHARES TR
-$2.9M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$2.8M
13,922
+58%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$2.6M
38,780
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$2.5M
25,660
减持
GE
GE AEROSPACE
-$2.4M
88,540
-3%
建仓
GRNY
TIDAL ETF TR
+$2.2M
110,400
增持
TSLA
TESLA INC
+$2.1M
11,507
+18%
增持
IBHF
ISHARES TR
+$2.0M
131,127
+201%
增持
SPYM
SPDR SER TR
+$1.8M
59,766
+77%
增持
DGRW
WISDOMTREE TR
+$1.8M
34,539
+178%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
81,611
+8%
建仓
FDLO
FIDELITY COVINGTON TRUST
+$1.7M
27,700
建仓
WTV
WISDOMTREE TR
+$1.5M
18,135
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$1.5M
19,350
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$1.5M
12,030
建仓
MGC
VANGUARD WORLD FD
+$1.3M
6,000
减持
ICSH
ISHARES TR
-$1.2M
74,406
-24%
减持
GEV
GE VERNOVA INC
+$1.2M
21,292
-7%
增持
AAPL
APPLE INC
+$1.1M
35,937
+6%
增持
AMZN
AMAZON COM INC
+$817.8K
17,404
+8%
减持
INTC
INTEL CORP
-$747.0K
10,571
-74%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$675.6K
112,154
+23%
增持
GOOGL
ALPHABET INC
+$673.3K
15,193
+14%
减持
IVV
ISHARES TR
-$634.0K
9,816
-12%
增持
IWM
ISHARES TR
+$603.7K
7,731
+55%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$580.4K
10,089
增持
SPY
SPDR S&P 500 ETF TR
+$568.7K
7,878
+12%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$563.8K
10,000
增持
SPTM
SPDR SER TR
+$561.8K
97,154
+7%
建仓
EXR
EXTRA SPACE STORAGE INC
+$554.4K
3,706
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$538.1K
2,557
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$499.6K
30,694
-1%
建仓
—
DUPONT DE NEMOURS INC
+$452.9K
5,940
增持
JPM
JPMORGAN CHASE & CO.
+$445.7K
11,121
+6%
增持
IJH
ISHARES TR
+$428.4K
16,919
+68%
清仓
IEP
ICAHN ENTERPRISES LP
-$418.0K
0
-100%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$361.8K
20,262
+103%
减持
BIL
SPDR SER TR
-$361.5K
77,692
-4%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$348.2K
9,712
建仓
TMDX
TRANSMEDICS GROUP INC
+$346.0K
5,550
建仓
—
BBB FOODS INC
+$343.1K
12,132
减持
ESGU
ISHARES TR
-$341.5K
12,659
-19%
建仓
CPNG
COUPANG INC
+$320.1K
14,562
建仓
UBER
UBER TECHNOLOGIES INC
+$311.1K
5,158
建仓
—
ALVOTECH
+$310.5K
23,467
减持
SPTS
SPDR SER TR
-$307.1K
95,559
-9%
建仓
IJR
ISHARES TR
+$299.0K
2,595
增持
IVW
ISHARES TR
+$292.3K
10,959
+28%
清仓
GMOM
CAMBRIA ETF TR
-$286.3K
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$280.8K
0
-100%
建仓
FSLR
FIRST SOLAR INC
+$280.0K
1,589
增持
SPEM
SPDR INDEX SHS FDS
+$279.7K
15,071
+108%
增持
SCHZ
SCHWAB STRATEGIC TR
+$277.0K
293,536
+118%
增持
VYMI
VANGUARD WHITEHALL FDS
+$275.6K
7,882
+123%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$275.5K
8,784
清仓
CGSM
CAPITAL GRP FIXED INCM ETF T
-$269.9K
0
-100%
增持
WMT
WALMART INC
+$269.7K
24,489
+2%
清仓
IPAY
AMPLIFY ETF TR
-$265.3K
0
-100%
建仓
HALO
HALOZYME THERAPEUTICS INC
+$264.8K
5,538
增持
SPDW
SPDR INDEX SHS FDS
+$262.7K
19,529
+82%
清仓
LULU
LULULEMON ATHLETICA INC
-$262.4K
0
-100%
建仓
ONC
BEIGENE LTD
+$262.3K
1,420
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$261.8K
44,043
+18%
建仓
—
AMICUS THERAPEUTICS INC
+$259.3K
27,523
增持
BA
BOEING CO
+$257.9K
7,608
+6%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$249.8K
65,072
+19%
建仓
PINS
PINTEREST INC
+$249.5K
8,602
清仓
BILL
BILL HOLDINGS INC
-$245.5K
0
-100%
减持
SPAB
SPDR SER TR
-$245.2K
98,285
-5%
增持
DYNF
BLACKROCK ETF TRUST
+$244.3K
19,992
+27%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$242.2K
24,983
-4%
建仓
EVH
EVOLENT HEALTH INC
+$239.8K
21,320
建仓
MOH
MOLINA HEALTHCARE INC
+$239.8K
824
建仓
—
NOBLE CORP PLC
+$233.3K
7,429
增持
SCHF
SCHWAB STRATEGIC TR
-$231.4K
158,891
+106%
建仓
WFC
WELLS FARGO CO NEW
+$231.2K
3,291
清仓
GSK
GSK PLC
-$230.1K
0
-100%
增持
V
VISA INC
+$229.5K
3,804
+8%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$224.4K
63,438
+18%
建仓
ENPH
ENPHASE ENERGY INC
+$223.8K
3,258
清仓
RNG
RINGCENTRAL INC
-$222.2K
0
-100%
增持
SHV
ISHARES TR
+$221.2K
7,023
+41%
增持
CSCO
CISCO SYS INC
+$221.0K
22,538
+8%
减持
—
ROYAL CARIBBEAN GROUP
+$215.4K
4,704
-4%
建仓
RKLB
ROCKET LAB USA INC
+$214.3K
8,413
清仓
ET
ENERGY TRANSFER L P
-$214.1K
0
-100%
增持
AMGN
AMGEN INC
-$213.6K
6,002
+9%
建仓
DMXF
ISHARES TR
+$213.2K
3,299
增持
TGT
TARGET CORP
-$211.7K
11,758
+2%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$211.0K
8,553
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$209.9K
48,735
+6%
清仓
ADBE
ADOBE INC
-$208.2K
0
-100%
建仓
MCK
MCKESSON CORP
+$205.5K
361
增持
QUAL
ISHARES TR
+$199.5K
7,634
+18%
减持
SPTL
SPDR SER TR
-$186.9K
55,495
-2%
建仓
OSCR
OSCAR HEALTH INC
+$181.3K
13,486
增持
SCHG
SCHWAB STRATEGIC TR
+$179.1K
113,252
+296%
减持
FNV
FRANCO NEV CORP
-$177.5K
2,490
-34%
建仓
NIO
NIO INC
+$173.4K
39,767
增持
PFF
ISHARES TR
+$167.1K
14,998
+64%
减持
—
ISHARES TR
-$164.8K
16,058
-30%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$159.8K
29,910
+26%
增持
META
META PLATFORMS INC
+$158.2K
3,147
+7%
建仓
NU
NU HLDGS LTD
+$157.8K
15,229
减持
MRK
MERCK & CO INC
-$154.3K
5,783
-10%
增持
SNA
SNAP ON INC
+$150.9K
2,355
+5%
增持
COST
COSTCO WHSL CORP NEW
+$147.6K
1,759
+7%
增持
SCHX
SCHWAB STRATEGIC TR
+$147.2K
240,399
+201%
清仓
INDI
INDIE SEMICONDUCTOR INC
-$144.1K
0
-100%
减持
DKNG
DRAFTKINGS INC NEW
-$143.4K
17,399
-14%
增持
XLE
SELECT SECTOR SPDR TR
+$141.2K
4,431
+63%
增持
PEP
PEPSICO INC
-$141.2K
8,028
+0%
增持
BLZE
BACKBLAZE INC
+$136.8K
48,860
+98%
清仓
—
DLOCAL LTD
-$136.3K
0
-100%
减持
CNI
CANADIAN NATL RY CO
-$132.4K
7,097
-3%
清仓
FRSH
FRESHWORKS INC
-$129.5K
0
-100%
增持
FNDF
SCHWAB STRATEGIC TR
-$129.1K
43,797
+3%
减持
DIS
DISNEY WALT CO
+$128.2K
12,891
-5%
增持
PFE
PFIZER INC
+$127.5K
24,768
+35%
减持
SQ
BLOCK INC
-$127.0K
2,510
-50%
减持
APO
APOLLO GLOBAL MGMT INC
-$126.1K
4,190
-36%
增持
MSFT
MICROSOFT CORP
-$124.3K
21,378
+1%
增持
WM
WASTE MGMT INC DEL
+$124.0K
6,693
+13%
建仓
STNE
STONECO LTD
+$123.6K
15,514
减持
IBND
SPDR SER TR
-$121.0K
36,572
-3%
增持
ULTA
ULTA BEAUTY INC
+$118.4K
1,123
+18%
减持
BAC
BANK AMERICA CORP
+$118.3K
31,340
-1%
减持
AOR
ISHARES TR
-$116.9K
11,157
-13%
增持
IVE
ISHARES TR
+$116.4K
2,917
+31%
减持
EBND
SPDR SER TR
-$114.8K
47,526
-3%
减持
HON
HONEYWELL INTL INC
+$112.2K
7,129
-2%
增持
LCTU
BLACKROCK ETF TRUST
+$108.1K
7,733
+25%
减持
IYW
ISHARES TR
+$107.4K
16,405
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$106.7K
35,546
+4%
清仓
ATEC
ALPHATEC HLDGS INC
-$106.6K
0
-100%
增持
HD
HOME DEPOT INC
+$102.5K
2,663
+16%
增持
ROK
ROCKWELL AUTOMATION INC
+$101.9K
4,609
+2%
减持
—
NANO X IMAGING LTD
+$101.8K
116,437
-4%
增持
HSY
HERSHEY CO
-$95.0K
6,368
+4%
增持
IUSB
ISHARES TR
-$92.2K
54,830
+1%
增持
GOOG
ALPHABET INC
+$86.9K
3,337
+2%
增持
EMXC
ISHARES INC
+$86.9K
6,848
+43%
增持
SCHH
SCHWAB STRATEGIC TR
-$81.6K
56,467
+3%
增持
CRM
SALESFORCE INC
+$79.1K
1,304
+0%
增持
JNJ
JOHNSON & JOHNSON
-$74.9K
9,352
+6%
