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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 30
增持 58
减持 48
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
GE
GE AEROSPACE
+$3.9M
88,457
+0%
建仓
GRNY
TIDAL TRUST I
+$2.1M
84,980
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$2.0M
16,395
+349%
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。
增持
GEV
GE VERNOVA INC
+$1.8M
21,366
+0%
减持
AAPL
APPLE INC
+$1.7M
35,661
-1%
减持
TSLA
TESLA INC
+$1.6M
14,869
-5%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.5M
76,135
+11%
建仓
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$1.3M
42,357
增持
TLT
ISHARES TR
+$1.3M
28,314
+103%
减持
EFO
PROSHARES TR
-$1.1M
26,187
-45%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$1.1M
21,758
-43%
增持
ORCL
ORACLE CORP
+$1.1M
15,884
+3%
清仓
—
ROYAL CARIBBEAN GROUP
-$995.5K
0
-100%
减持
GLD
SPDR GOLD TR
-$984.6K
3,623
-51%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$910.6K
155,911
+16%
增持
SCHX
SCHWAB STRATEGIC TR
+$873.5K
262,338
+6%
建仓
HYT
BLACKROCK CORPOR HI YLD FD I
+$854.0K
89,900
减持
SHV
ISHARES TR
-$798.1K
19,960
-27%
减持
GOOGL
ALPHABET INC
+$793.2K
14,002
-5%
减持
NVDA
NVIDIA CORPORATION
+$733.7K
64,912
-10%
建仓
ADBE
ADOBE INC
+$718.6K
2,037
建仓
EET
PROSHARES TR
+$709.3K
9,235
建仓
CGMM
CAPITAL GROUP EQUITY ETF TR
+$667.8K
23,522
建仓
ELV
ELEVANCE HEALTH INC FORMERLY
+$662.1K
2,049
减持
UNH
UNITEDHEALTH GROUP INC
-$654.5K
1,040
-68%
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$645.9K
2,348
建仓
OEF
ISHARES TR
+$641.4K
1,927
清仓
GRW
TCW ETF TRUST
-$634.0K
0
-100%
建仓
AVEM
AMERICAN CENTY ETF TR
+$632.7K
8,423
减持
HON
HONEYWELL INTL INC
-$609.9K
4,819
-31%
建仓
ICVT
ISHARES TR
+$595.9K
5,956
增持
DYNF
BLACKROCK ETF TRUST
+$590.3K
39,968
+23%
增持
IVV
ISHARES TR
+$589.5K
8,895
+3%
增持
SPTM
SPDR SERIES TRUST
+$589.0K
98,529
+0%
清仓
HUM
HUMANA INC
-$587.2K
0
-100%
减持
INTC
INTEL CORP
-$576.6K
8,897
-77%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$574.2K
252,193
-1%
减持
EFG
ISHARES TR
-$571.9K
5,092
-50%
增持
BAI
BLACKROCK ETF TRUST
+$559.8K
23,017
+193%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$551.0K
19,025
+70%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$541.1K
8,913
+12%
增持
SCHG
SCHWAB STRATEGIC TR
+$534.0K
118,916
+7%
增持
FNDX
SCHWAB STRATEGIC TR
+$519.2K
142,943
+8%
建仓
CGIB
CAPITAL GRP FIXED INCM ETF T
+$512.6K
20,191
增持
AVDV
AMERICAN CENTY ETF TR
+$505.2K
10,127
+103%
建仓
EVH
EVOLENT HEALTH INC
+$498.7K
58,943
增持
IBHG
ISHARES TR
+$491.4K
30,815
+244%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$486.2K
17,195
+78%
减持
CGDG
CAPITAL GROUP DIVIDEND GROWE
-$462.2K
66,923
-19%
增持
SCHF
SCHWAB STRATEGIC TR
+$451.1K
187,775
+6%
增持
HOOD
ROBINHOOD MKTS INC
+$450.5K
7,610
+11%
增持
MSFT
MICROSOFT CORP
+$449.5K
21,674
+0%
减持
IBHF
ISHARES TR
-$449.0K
188,906
-10%
增持
AMLP
ALPS ETF TR
+$430.5K
30,111
+50%
清仓
—
PACIFIC PREMIER BANCORP
-$421.8K
0
-100%
增持
SPYV
SPDR SERIES TRUST
+$421.1K
20,925
+49%
减持
WYNN
WYNN RESORTS LTD
+$404.9K
11,962
-1%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$401.2K
41,439
-24%
建仓
DKNG
DRAFTKINGS INC NEW
+$400.5K
10,708
建仓
ETHA
ISHARES ETHEREUM TR
+$398.9K
12,659
减持
IUSB
ISHARES TR
-$390.6K
38,166
-19%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$388.5K
9,070
+51%
减持
BIL
SPDR SERIES TRUST
-$387.2K
53,206
-7%
增持
FNDF
SCHWAB STRATEGIC TR
+$375.1K
53,916
+11%
增持
TJX
TJX COS INC NEW
+$360.7K
12,210
+7%
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$353.3K
0
-100%
增持
ABBV
ABBVIE INC
+$352.7K
5,161
+14%
增持
IVW
ISHARES TR
+$345.5K
17,144
+9%
建仓
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$343.6K
11,121
增持
SHLD
GLOBAL X FDS
+$343.2K
8,405
+105%
增持
GOOG
ALPHABET INC
+$335.4K
3,783
+14%
清仓
KRYS
KRYSTAL BIOTECH INC
-$327.0K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$321.9K
14,588
-11%
增持
RKLB
ROCKET LAB CORP
+$315.4K
23,837
+3%
清仓
—
AMICUS THERAPEUTICS INC
-$304.4K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$294.6K
24,620
+0%
清仓
XAR
SPDR SERIES TRUST
-$292.8K
0
-100%
清仓
STIP
ISHARES TR
-$289.7K
0
-100%
建仓
VUSB
VANGUARD BD INDEX FDS
+$285.0K
5,700
建仓
DXCM
DEXCOM INC
+$276.8K
4,113
建仓
—
CONFLUENT INC
+$274.3K
13,853
建仓
ACVA
ACV AUCTIONS INC
+$265.0K
26,743
减持
XTEN
BONDBLOXX ETF TRUST
-$263.5K
24,296
-20%
建仓
LEGN
LEGEND BIOTECH CORP
+$263.4K
8,076
增持
VTI
VANGUARD INDEX FDS
+$254.1K
8,926
+1%
清仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$239.5K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$237.4K
298
建仓
CHAT
TIDAL TRUST II
+$234.6K
3,815
建仓
XBI
SPDR SERIES TRUST
+$232.7K
2,323
清仓
JKHY
HENRY JACK & ASSOC INC
-$231.6K
0
-100%
增持
THRO
BLACKROCK ETF TRUST
+$228.4K
22,628
+28%
减持
COST
COSTCO WHSL CORP NEW
-$227.4K
1,870
-5%
减持
SPY
SPDR S&P 500 ETF TR
+$227.3K
10,607
-4%
增持
WMT
WALMART INC
+$226.4K
25,959
+4%
清仓
CGIE
CAPITAL GROUP INTERNATIONAL
-$226.0K
0
-100%
减持
IEMG
ISHARES INC
-$222.8K
14,819
-26%
减持
JNJ
JOHNSON & JOHNSON
+$222.4K
8,600
-4%
清仓
DMXF
ISHARES TR
-$220.7K
0
-100%
增持
IAGG
ISHARES TR
+$217.5K
15,915
+36%
建仓
PULS
PGIM ETF TR
+$217.4K
4,363
建仓
DIVO
AMPLIFY ETF TR
+$215.6K
4,837
建仓
GSK
GSK PLC
+$212.7K
4,928
建仓
MJ
AMPLIFY ETF TR
+$210.2K
5,622
建仓
PANW
PALO ALTO NETWORKS INC
+$207.5K
1,019
减持
CGMS
CAPITAL GRP FIXED INCM ETF T
-$206.8K
17,277
-30%
减持
IVE
ISHARES TR
-$205.5K
5,503
-20%
清仓
EXR
EXTRA SPACE STORAGE INC
-$202.3K
0
-100%
建仓
XSD
SPDR SERIES TRUST
+$200.4K
628
增持
IAU
ISHARES GOLD TR
+$198.5K
5,907
+59%
增持
RTX
RTX CORPORATION
+$193.7K
8,199
+2%
增持
AMAT
APPLIED MATLS INC
+$183.7K
4,261
+13%
减持
DIVB
ISHARES TR
-$181.6K
14,054
-23%
增持
PVAL
PUTNAM ETF TRUST
+$179.0K
65,336
+1%
增持
QUAL
ISHARES TR
+$177.1K
12,302
+2%
减持
—
NANO X IMAGING LTD
-$169.7K
113,687
-0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$169.1K
1,335
-51%
增持
SCHA
SCHWAB STRATEGIC TR
+$166.0K
40,033
+7%
减持
GOVT
ISHARES TR
-$163.0K
13,974
-34%
减持
JPM
JPMORGAN CHASE & CO.
+$163.0K
11,623
-4%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$157.0K
48,198
-14%
减持
QLTY
2023 ETF SERIES TRUST II
-$156.3K
130,250
-8%
增持
PFF
ISHARES TR
+$155.9K
83,252
+3%
减持
SPYG
SPDR SERIES TRUST
-$152.9K
9,787
-21%
增持
SPEM
SPDR INDEX SHS FDS
+$150.3K
34,945
+1%
减持
CRM
SALESFORCE INC
-$147.9K
1,025
-29%
减持
MBB
ISHARES TR
-$144.8K
10,342
-14%
减持
VYM
VANGUARD WHITEHALL FDS
-$139.5K
10,609
-13%
增持
BXSL
BLACKSTONE SECD LENDING FD
-$135.5K
42,085
+5%
减持
DIS
DISNEY WALT CO
-$131.1K
10,715
-2%
减持
JBHT
HUNT J B TRANS SVCS INC
-$129.0K
5,746
-8%
减持
BAC
BANK AMERICA CORP
+$123.8K
31,736
-1%
增持
SCHC
SCHWAB STRATEGIC TR
+$122.1K
19,244
+9%
增持
SCHH
SCHWAB STRATEGIC TR
+$120.5K
69,099
+7%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$118.6K
21,510
+5%
减持
QLD
PROSHARES TR
+$118.3K
45,727
-13%
减持
HSY
HERSHEY CO
+$117.9K
6,500
-2%
增持
GLDM
WORLD GOLD TR
+$117.2K
10,521
+0%
增持
SCHE
SCHWAB STRATEGIC TR
+$116.7K
23,713
+6%
增持
AVGO
BROADCOM INC
+$112.7K
1,257
+15%
增持
VGT
VANGUARD WORLD FD
+$106.7K
604
+16%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$106.1K
39,820
+1%
增持
SCHO
SCHWAB STRATEGIC TR
+$106.0K
38,673
+13%
增持
QCOM
QUALCOMM INC
+$105.8K
2,160
+36%
减持
IYW
ISHARES TR
-$100.7K
14,538
-15%
减持
TGT
TARGET CORP
-$97.9K
7,693
-4%
减持
IWM
ISHARES TR
+$97.2K
8,525
-6%
减持
—
EXXON MOBIL CORP
-$94.4K
5,190
-18%
增持
O
REALTY INCOME CORP
+$94.0K
7,297
+20%
增持
BINC
BLACKROCK ETF TRUST II
+$93.7K
21,314
+8%
减持
SPTS
SPDR SERIES TRUST
-$93.0K
89,411
-4%
