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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 28
增持 63
减持 37
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
GE
GE AEROSPACE
+$2.9M
88,452
-0%
清仓
GRNY
TIDAL ETF TR
-$2.2M
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$2.1M
81,721
+0%
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
BIL
SPDR SER TR
-$2.0M
55,605
-28%
建仓
PULS
PGIM ETF TR
+$1.8M
36,652
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.8M
225,687
+27%
清仓
AIRR
FIRST TR EXCHANGE-TRADED FD
-$1.5M
0
-100%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$1.5M
0
-100%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.4M
348,284
+19%
增持
IBHF
ISHARES TR
+$1.3M
188,092
+43%
建仓
ARCC
ARES CAPITAL CORP
+$1.2M
53,642
减持
WTV
WISDOMTREE TR
-$1.2M
4,135
-77%
增持
PFF
ISHARES TR
+$1.1M
50,786
+239%
建仓
AMLP
ALPS ETF TR
+$1.1M
20,855
增持
SHV
ISHARES TR
+$1.0M
16,408
+134%
增持
TSLA
TESLA INC
-$970.1K
14,188
+23%
增持
AAPL
APPLE INC
-$936.1K
36,299
+1%
减持
IVV
ISHARES TR
-$897.4K
8,687
-12%
减持
QGRW
WISDOMTREE TR
-$891.0K
57,913
-17%
增持
MSFT
MICROSOFT CORP
-$889.5K
21,635
+1%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$804.3K
27,060
-30%
增持
VYMI
VANGUARD WHITEHALL FDS
+$746.4K
17,390
+121%
减持
TGT
TARGET CORP
-$713.2K
8,396
-29%
增持
SPDW
SPDR INDEX SHS FDS
+$711.8K
37,856
+94%
增持
INTC
INTEL CORP
+$708.6K
40,535
+283%
建仓
EFO
PROSHARES TR
+$693.9K
14,735
增持
SPEM
SPDR INDEX SHS FDS
+$688.7K
32,182
+114%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$645.4K
89,378
+37%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$642.5K
40,085
+98%
建仓
GLDM
WORLD GOLD TR
+$632.7K
10,223
建仓
FFLC
FIDELITY COVINGTON TRUST
+$609.9K
14,021
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$589.5K
79,930
+26%
建仓
XTEN
BONDBLOXX ETF TRUST
+$585.2K
12,567
增持
QQQ
INVESCO QQQ TR
-$574.0K
13,954
+0%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$562.3K
131,354
+17%
减持
AMZN
AMAZON COM INC
-$521.4K
17,328
-0%
减持
SCHG
SCHWAB STRATEGIC TR
-$501.4K
106,027
-6%
减持
SPTM
SPDR SER TR
-$500.7K
94,678
-3%
清仓
STZ
CONSTELLATION BRANDS INC
-$491.7K
0
-100%
建仓
FINW
FINWISE BANCORP
+$490.7K
28,022
增持
IVE
ISHARES TR
+$490.6K
5,496
+88%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$484.6K
18,639
+85%
增持
GOOGL
ALPHABET INC
-$482.2K
15,480
+2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$471.8K
20,000
+100%
增持
GEV
GE VERNOVA INC
-$468.8K
21,406
+1%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$461.1K
9,850
清仓
—
GLOBAL X FDS
-$451.1K
0
-100%
增持
SPYM
SPDR SER TR
+$430.3K
69,200
+16%
增持
SPY
SPDR S&P 500 ETF TR
+$414.3K
8,995
+14%
增持
SCHF
SCHWAB STRATEGIC TR
+$396.8K
168,672
+6%
减持
ESGU
ISHARES TR
-$389.5K
10,182
-20%
建仓
DHS
WISDOMTREE TR
+$387.3K
3,906
增持
QUAL
ISHARES TR
+$374.8K
10,148
+33%
减持
SCHX
SCHWAB STRATEGIC TR
-$374.0K
235,436
-2%
建仓
—
ODDITY TECH LTD
+$369.1K
8,533
减持
QLTY
2023 ETF SERIES TRUST II
-$359.3K
145,900
-5%
增持
DYNF
BLACKROCK ETF TRUST
+$357.1K
28,337
+42%
减持
DKNG
DRAFTKINGS INC NEW
-$355.0K
8,800
-49%
建仓
COHR
COHERENT CORP
+$351.6K
5,415
减持
EXR
EXTRA SPACE STORAGE INC
-$350.7K
1,372
-63%
建仓
RNG
RINGCENTRAL INC
+$343.6K
13,877
减持
—
ROYAL CARIBBEAN GROUP
-$336.5K
3,644
-23%
增持
BINC
BLACKROCK ETF TRUST II
+$332.5K
14,769
+74%
建仓
O
REALTY INCOME CORP
+$331.7K
5,718
增持
IVW
ISHARES TR
+$320.4K
15,438
+41%
清仓
CPNG
COUPANG INC
-$320.1K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$311.1K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$309.9K
24,505
-31%
增持
ORCL
ORACLE CORP
-$305.2K
13,509
+3%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$296.7K
3,515
清仓
BLZE
BACKBLAZE INC
-$294.1K
0
-100%
建仓
CCD
CALAMOS DYNAMIC CONV & INCOM
+$292.1K
13,719
减持
AMGN
AMGEN INC
+$289.7K
5,951
-1%
建仓
DDOG
DATADOG INC
+$288.1K
2,904
建仓
EMB
ISHARES TR
+$286.8K
3,166
清仓
XBI
SPDR SER TR
-$277.4K
0
-100%
建仓
ACVA
ACV AUCTIONS INC
+$277.1K
19,668
建仓
RXST
RXSIGHT INC
+$272.4K
10,788
增持
ICSH
ISHARES TR
+$271.5K
79,365
+7%
清仓
HALO
HALOZYME THERAPEUTICS INC
-$264.8K
0
-100%
增持
LLY
ELI LILLY & CO
+$264.7K
2,891
+5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$263.6K
23,861
-4%
减持
—
NANO X IMAGING LTD
-$263.0K
115,187
-1%
清仓
ONC
BEIGENE LTD
-$262.3K
0
-100%
减持
DIS
DISNEY WALT CO
-$257.6K
11,933
-7%
增持
IYW
ISHARES TR
-$257.6K
16,800
+2%
清仓
PINS
PINTEREST INC
-$249.5K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$245.3K
1,160
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$243.5K
53,402
+21%
增持
WM
WASTE MGMT INC DEL
+$238.5K
6,864
+3%
清仓
EUSB
ISHARES TR
-$236.9K
0
-100%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$234.0K
12,524
+23%
清仓
ACES
ALPS ETF TR
-$232.3K
0
-100%
清仓
—
AMPLIFY ETF TR
-$230.0K
0
-100%
建仓
SRPT
SAREPTA THERAPEUTICS INC
+$229.0K
3,588
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$225.9K
4,909
增持
DSI
ISHARES TR
+$222.7K
16,741
+24%
建仓
IAU
ISHARES GOLD TR
+$218.7K
3,710
建仓
CVS
CVS HEALTH CORP
+$215.3K
3,178
清仓
SQ
BLOCK INC
-$213.3K
0
-100%
建仓
CGIE
CAPITAL GROUP INTERNATIONAL
+$210.7K
7,185
增持
EAGG
ISHARES TR
+$210.2K
33,825
+13%
建仓
AZO
AUTOZONE INC
+$209.7K
55
清仓
SOXX
ISHARES TR
-$207.5K
0
-100%
清仓
USMV
ISHARES TR
-$205.2K
0
-100%
增持
FNDF
SCHWAB STRATEGIC TR
+$203.9K
45,889
+5%
清仓
FIW
FIRST TR EXCHANGE-TRADED FD
-$203.6K
0
-100%
减持
IUSB
ISHARES TR
-$200.9K
49,422
-10%
清仓
ESGE
ISHARES INC
-$200.6K
0
-100%
减持
SPTS
SPDR SER TR
-$195.2K
88,131
-8%
减持
PYPL
PAYPAL HLDGS INC
-$194.4K
6,231
-12%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$192.2K
42,203
+8%
增持
—
NOBLE CORP PLC
+$189.8K
17,853
+140%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$185.0K
41,552
+23%
增持
COST
COSTCO WHSL CORP NEW
+$183.8K
1,898
+8%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$182.9K
25,607
-0%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$182.6K
37,294
+25%
增持
PVAL
PUTNAM ETF TRUST
+$179.4K
109,520
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$178.4K
2,278
-0%
增持
HUM
HUMANA INC
+$173.9K
1,499
+71%
增持
MOH
MOLINA HEALTHCARE INC
+$172.6K
1,252
+52%
减持
EFG
ISHARES TR
-$170.1K
10,388
-17%
增持
EVH
EVOLENT HEALTH INC
+$169.2K
43,192
+103%
减持
SPAB
SPDR SER TR
-$167.9K
89,596
-9%
增持
V
VISA INC
+$166.0K
3,904
+3%
减持
JNJ
JOHNSON & JOHNSON
+$165.3K
9,152
-2%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$161.7K
25,831
+29%
增持
IWM
ISHARES TR
+$159.9K
9,364
+21%
减持
EFV
ISHARES TR
+$158.0K
25,162
-0%
清仓
NU
NU HLDGS LTD
-$157.8K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
+$155.6K
5,549
+50%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$147.1K
24,416
+28%
增持
JPM
JPMORGAN CHASE & CO.
+$145.7K
11,461
+3%
增持
IEMG
ISHARES INC
+$141.3K
10,096
+31%
减持
AVGO
BROADCOM INC
-$135.2K
1,289
-15%
清仓
STNE
STONECO LTD
-$123.6K
0
-100%
建仓
LSPD
LIGHTSPEED COMMERCE INC
+$119.5K
13,653
增持
JBHT
HUNT J B TRANS SVCS INC
-$118.4K
6,709
+3%
增持
EMXC
ISHARES INC
+$114.7K
8,975
+31%
增持
TENB
TENABLE HLDGS INC
+$112.4K
10,801
+60%
增持
SCHH
SCHWAB STRATEGIC TR
+$109.7K
60,384
+7%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$107.7K
7,178
-26%
增持
RPD
RAPID7 INC
+$105.3K
13,531
+115%
减持
HON
HONEYWELL INTL INC
-$103.6K
7,116
-0%
减持
FMB
FIRST TR EXCH TRADED FD III
-$102.3K
4,936
-28%
减持
CVX
CHEVRON CORP NEW
+$99.6K
5,046
-2%
增持
GOOG
ALPHABET INC
-$99.3K
3,432
+3%
减持
GLD
SPDR GOLD TR
+$99.0K
2,198
-0%
增持
DGRW
WISDOMTREE TR
+$96.1K
36,205
+5%
减持
RTX
RTX CORPORATION
+$93.3K
7,437
-3%
