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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 20
增持 60
减持 49
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
QLD
PROSHARES TR
-$2.5M
53,301
+17%
增持
SSO
PROSHARES TR
-$2.4M
63,698
+17%
减持
PFF
ISHARES TR
-$2.1M
17,734
-79%
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
IBHF
ISHARES TR
+$1.6M
261,926
+39%
增持
ORCL
ORACLE CORP
-$1.4M
15,921
+0%
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$1.2M
0
-100%
减持
TLT
ISHARES TR
-$1.1M
15,991
-44%
建仓
RECS
COLUMBIA ETF TR I
+$1.1M
27,400
减持
MSFT
MICROSOFT CORP
-$1.1M
20,975
-3%
增持
GOOGL
ALPHABET INC
+$1.0M
14,091
+1%
建仓
IDMO
INVESCO EXCH TRADED FD TR II
+$986.4K
17,750
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$904.5K
3,639
-81%
清仓
AVDV
AMERICAN CENTY ETF TR
-$901.6K
0
-100%
增持
GEV
GE VERNOVA INC
+$884.4K
21,455
+0%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$785.8K
9,081
-52%
增持
SCHZ
SCHWAB STRATEGIC TR
+$752.6K
397,795
+9%
清仓
EET
PROSHARES TR
-$709.3K
0
-100%
建仓
PINS
PINTEREST INC
+$707.7K
27,333
清仓
ELV
ELEVANCE HEALTH INC FORMERLY
-$662.1K
0
-100%
减持
LLY
ELI LILLY & CO
+$641.1K
2,294
-4%
建仓
NVO
NOVO-NORDISK A S
+$640.4K
12,586
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$630.2K
20,295
+24%
减持
QUAL
ISHARES TR
-$612.8K
8,961
-27%
清仓
PYPL
PAYPAL HLDGS INC
-$609.4K
0
-100%
清仓
MOH
MOLINA HEALTHCARE INC
-$607.0K
0
-100%
增持
AOR
ISHARES TR
+$605.5K
19,041
+94%
建仓
XOVR
ENTREPRENEURSHARES SERIES TR
+$604.2K
30,000
清仓
ICVT
ISHARES TR
-$595.9K
0
-100%
减持
ICSH
ISHARES TR
-$583.7K
69,677
-14%
减持
AAPL
APPLE INC
+$574.5K
35,514
-0%
增持
QLTY
GMO ETF TRUST
+$564.9K
137,250
+5%
增持
RKLB
ROCKET LAB CORP
+$549.2K
24,244
+2%
减持
GE
GE AEROSPACE
+$530.0K
88,107
-0%
增持
GRNY
TIDAL TRUST I
+$525.2K
106,980
+26%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$519.3K
167,919
+8%
增持
AMZN
AMAZON COM INC
+$459.0K
19,485
+6%
增持
IVE
ISHARES TR
+$445.4K
7,459
+36%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$436.7K
25,085
-40%
增持
TSLA
TESLA INC
+$428.7K
15,657
+5%
建仓
IYLD
ISHARES TR
+$428.4K
20,000
增持
UNH
UNITEDHEALTH GROUP INC
+$417.8K
2,354
+126%
减持
ARCC
ARES CAPITAL CORP
-$414.3K
33,642
-37%
减持
HYT
BLACKROCK CORPOR HI YLD FD I
-$409.1K
50,000
-44%
清仓
ETHA
ISHARES ETHEREUM TR
-$398.9K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$393.2K
271,393
+3%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$389.6K
251,817
-0%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$362.0K
12,600
+39%
增持
JBHT
HUNT J B TRANS SVCS INC
+$351.1K
5,774
+0%
增持
SPYM
SPDR SERIES TRUST
+$336.3K
51,873
+6%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$319.0K
3,808
减持
SHLD
GLOBAL X FDS
-$313.8K
4,268
-49%
增持
GLD
SPDR GOLD TR
+$302.9K
4,014
+11%
减持
VZ
VERIZON COMMUNICATIONS INC
-$301.5K
19,486
-22%
建仓
TTD
THE TRADE DESK INC
+$300.7K
7,921
建仓
CGSM
CAPITAL GRP FIXED INCM ETF T
+$296.5K
11,256
增持
FNDX
SCHWAB STRATEGIC TR
+$294.9K
148,999
+4%
增持
SCHF
SCHWAB STRATEGIC TR
+$292.0K
193,986
+3%
建仓
VAC
MARRIOTT VACATIONS WORLDWIDE
+$290.0K
5,027
减持
IAGG
ISHARES TR
-$287.8K
10,548
-34%
增持
AVEM
AMERICAN CENTY ETF TR
+$283.7K
11,898
+41%
清仓
—
CONFLUENT INC
-$274.3K
0
-100%
建仓
SYSB
ISHARES TR
+$273.2K
3,044
建仓
—
FLUTTER ENTMT PLC
+$272.9K
1,269
增持
PVAL
PUTNAM ETF TRUST
+$272.8K
67,236
+3%
清仓
—
ISHARES TR
-$269.8K
0
-100%
建仓
Q
QNITY ELECTRONICS INC
+$266.9K
3,269
清仓
INSP
INSPIRE MED SYS INC
-$264.3K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$258.9K
3,169
建仓
SLV
ISHARES SILVER TR
+$258.4K
4,011
清仓
RWR
SPDR SERIES TRUST
-$258.2K
0
-100%
建仓
DUOL
DUOLINGO INC
+$253.6K
1,445
清仓
PTNQ
PACER FDS TR
-$238.5K
0
-100%
清仓
KMI
KINDER MORGAN INC DEL
-$237.5K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$236.7K
0
-100%
减持
AMGN
AMGEN INC
+$235.8K
6,102
-2%
增持
—
DUPONT DE NEMOURS INC
-$235.3K
6,579
+3%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$232.8K
9,000
-18%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$226.5K
20,506
+19%
建仓
GILD
GILEAD SCIENCES INC
+$225.1K
1,834
增持
WMT
WALMART INC
+$223.4K
26,018
+0%
建仓
CGHM
CAPITAL GRP FIXED INCM ETF T
+$219.3K
8,606
清仓
PG
PROCTER AND GAMBLE CO
-$218.5K
0
-100%
清仓
ENB
ENBRIDGE INC
-$217.7K
0
-100%
建仓
JKHY
HENRY JACK & ASSOC INC
+$215.4K
1,180
增持
SCHG
SCHWAB STRATEGIC TR
+$213.1K
122,860
+3%
清仓
IJR
ISHARES TR
-$212.5K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$210.3K
8,953
-16%
清仓
MJ
AMPLIFY ETF TR
-$210.2K
0
-100%
增持
MRK
MERCK & CO INC
+$209.9K
6,873
+12%
减持
CSCO
CISCO SYS INC
+$209.1K
25,210
-0%
减持
SPTS
SPDR SERIES TRUST
-$208.3K
82,418
-8%
清仓
PANW
PALO ALTO NETWORKS INC
-$207.5K
0
-100%
减持
SHV
ISHARES TR
-$205.8K
18,153
-9%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$201.3K
36,399
-12%
减持
SPYG
SPDR SERIES TRUST
-$201.1K
7,701
-21%
建仓
AXP
AMERICAN EXPRESS CO
+$200.9K
543
清仓
XSD
SPDR SERIES TRUST
-$200.4K
0
-100%
减持
AMAT
APPLIED MATLS INC
+$199.5K
4,171
-2%
减持
DVY
ISHARES TR
-$199.2K
13,126
-9%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$199.2K
30,451
-0%
增持
EVH
EVOLENT HEALTH INC
+$196.6K
173,803
+195%
增持
DYNF
BLACKROCK ETF TRUST
+$196.2K
42,136
+5%
增持
CGIB
CAPITAL GRP FIXED INCM ETF T
+$194.0K
27,863
+38%
减持
ABBV
ABBVIE INC
-$189.5K
4,400
-15%
减持
ROK
ROCKWELL AUTOMATION INC
+$181.8K
4,880
-1%
增持
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$170.3K
46,615
+10%
增持
IBHG
ISHARES TR
+$168.7K
38,609
+25%
增持
FNDF
SCHWAB STRATEGIC TR
+$166.2K
54,910
+2%
减持
DIVB
ISHARES TR
-$164.4K
10,724
-24%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$157.8K
78,568
+3%
减持
SPY
SPDR S&P 500 ETF TR
+$155.5K
10,590
-0%
减持
GOOG
ALPHABET INC
+$152.0K
3,421
-10%
增持
HOOD
ROBINHOOD MKTS INC
-$150.1K
8,307
+9%
增持
V
VISA INC
+$146.4K
4,583
+7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$141.0K
14,517
+2%
增持
GLDM
WORLD GOLD TR
+$135.1K
11,004
+5%
减持
CGMU
CAPITAL GRP FIXED INCM ETF T
-$131.9K
92,641
-5%
增持
SCHO
SCHWAB STRATEGIC TR
+$131.0K
44,098
+14%
减持
—
NANO X IMAGING LTD
-$122.6K
106,437
-6%
增持
TJX
TJX COS INC NEW
+$121.1K
12,277
+1%
减持
QQQ
INVESCO QQQ TR
+$117.2K
14,448
-1%
减持
BIL
SPDR SERIES TRUST
-$114.6K
52,167
-2%
增持
BAC
BANK AMERICA CORP
+$112.4K
31,813
+0%
增持
VYMI
VANGUARD WHITEHALL FDS
+$111.3K
18,610
+1%
减持
SPTM
SPDR SERIES TRUST
+$109.7K
97,649
-1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$109.0K
3,068
+14%
减持
SPAB
SPDR SERIES TRUST
-$106.0K
89,938
-4%
增持
SPDW
SPDR INDEX SHS FDS
+$105.3K
41,235
+2%
增持
IEMG
ISHARES INC
+$104.6K
16,088
+9%
减持
WYNN
WYNN RESORTS LTD
-$98.9K
11,929
-0%
增持
HD
HOME DEPOT INC
-$97.6K
3,470
+9%
减持
EFO
PROSHARES TR
-$96.5K
22,953
-12%
减持
NANR
SPDR INDEX SHS FDS
-$92.0K
3,864
-30%
减持
OEF
ISHARES TR
-$88.5K
1,612
-16%
增持
IVW
ISHARES TR
+$85.0K
17,480
+2%
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$84.9K
26,100
+11%
增持
NFLX
NETFLIX INC
+$83.8K
3,937
+1554%
减持
FNV
FRANCO NEV CORP
-$83.5K
1,065
-22%
增持
LH
LABCORP HOLDINGS INC
-$79.6K
2,359
+1%
增持
XTEN
BONDBLOXX ETF TRUST
+$78.8K
26,216
+8%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$78.3K
5,673
+38%
减持
IAU
ISHARES GOLD TR
-$77.0K
4,347
-26%
减持
CVX
CHEVRON CORP NEW
-$75.1K
3,663
-10%
减持
JNJ
JOHNSON & JOHNSON
+$73.9K
8,063
-6%
减持
ULTA
ULTA BEAUTY INC
+$72.0K
1,433
-1%
增持
BINC
BLACKROCK ETF TRUST II
+$70.2K
22,833
+7%
增持
COST
COSTCO WHSL CORP NEW
-$70.1K
1,926
+3%
减持
EFG
ISHARES TR
-$69.7K
4,478
-12%
增持
SCHA
SCHWAB STRATEGIC TR
+$67.1K
41,573
+4%
增持
BAI
BLACKROCK ETF TRUST
+$67.1K
25,625
+11%
