Tempus Wealth Planning, LLC
- SEC CIK
- 0001806428
- 最新申報
- 2026/7/22
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/29 申報。只含多頭部位。
- 持股檔數
- 97
- 2020 年第 4 季沒有 13F 資料
- 總值
- $9,445 萬
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GEGeneral Electric Co | COM | 751,587 | $986.8 萬 | 10.4% | – | – | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 234,180 | $718.0 萬 | 7.6% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 37,284 | $405.6 萬 | 4.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 15,438 | $364.0 萬 | 3.9% | – | – | 歷史 |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 102,340 | $312.6 萬 | 3.3% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 26,436 | $267.2 萬 | 2.8% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 88,785 | $263.2 萬 | 2.8% | – | – | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 69,589 | $249.3 萬 | 2.6% | – | – | – |
| JNJJohnson & Johnson | Stock | 12,834 | $210.9 萬 | 2.2% | – | – | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 30,217 | $197.8 萬 | 2.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,477 | $195.3 萬 | 2.1% | – | – | – |
| LMTLockheed Martin Corp | Stock | 5,101 | $188.5 萬 | 2.0% | – | – | 歷史 |
| ProShares Tr74347B813 | MORNINGSTAR ALTR | 45,933 | $177.7 萬 | 1.9% | – | – | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 68,240 | $177.6 萬 | 1.9% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 26,891 | $175.1 萬 | 1.9% | – | – | – |
| AAPLApple Inc. | Stock | 14,263 | $174.2 萬 | 1.8% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 7,107 | $152.1 萬 | 1.6% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,646 | $148.3 萬 | 1.6% | – | – | – |
| PFEPfizer Inc | Stock | 37,471 | $135.8 萬 | 1.4% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 17,311 | $135.7 萬 | 1.4% | – | – | – |
| CATCaterpillar Inc | Stock | 5,300 | $122.9 萬 | 1.3% | – | – | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 14,605 | $121.0 萬 | 1.3% | – | – | – |
| TAT&T Inc. | Stock | 39,186 | $118.6 萬 | 1.3% | – | – | 歷史 |
| TGTTarget Corp | Stock | 5,165 | $102.3 萬 | 1.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 26,057 | $100.8 萬 | 1.1% | – | – | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 19,332 | $97.2 萬 | 1.0% | – | – | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 13,795 | $96.1 萬 | 1.0% | – | – | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 11,386 | $95.9 萬 | 1.0% | – | – | – |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 57,561 | $95.6 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 12,469 | $95.2 萬 | 1.0% | – | – | – |
| VZVerizon Communications Inc | Stock | 16,348 | $95.1 萬 | 1.0% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 6,135 | $79.2 萬 | 0.8% | – | – | 歷史 |
| CCitigroup Inc | Stock | 10,339 | $75.2 萬 | 0.8% | – | – | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 13,632 | $73.0 萬 | 0.8% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 9,336 | $72.0 萬 | 0.8% | – | – | 歷史 |
| USASAmericas Gold & Silver Corp | COM | 308,983 | $69.5 萬 | 0.7% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,435 | $67.5 萬 | 0.7% | – | – | 歷史 |
| INTCIntel Corp | Stock | 10,260 | $65.7 萬 | 0.7% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 4,291 | $60.7 萬 | 0.6% | – | – | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 13,753 | $60.2 萬 | 0.6% | – | – | – |
| CVSCVS Health Corp | Stock | 7,170 | $53.9 萬 | 0.6% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,000 | $53.2 萬 | 0.6% | – | – | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 15,238 | $52.9 萬 | 0.6% | – | – | – |
| AMGNAmgen Inc | Stock | 2,068 | $51.5 萬 | 0.5% | – | – | 歷史 |
| VTRSViatris Inc | Stock | 36,762 | $51.4 萬 | 0.5% | – | – | 歷史 |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 9,811 | $51.4 萬 | 0.5% | – | – | – |
| VMCVulcan Materials CO | COM | 3,000 | $50.6 萬 | 0.5% | – | – | 歷史 |
| RTXRTX Corp | Stock | 6,319 | $48.8 萬 | 0.5% | – | – | 歷史 |
| Global X FDS37954Y707 | RENEWABLE ENERGY | 30,729 | $48.8 萬 | 0.5% | – | – | – |
| BABoeing Co | Stock | 1,912 | $48.7 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,877 | $47.6 萬 | 0.5% | – | – | – |
| STZConstellation Brands, Inc. | Stock | 2,077 | $47.4 萬 | 0.5% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 8,076 | $47.3 萬 | 0.5% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,730 | $44.2 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 6,602 | $44.2 萬 | 0.5% | – | – | – |
| FFord Motor Co | Stock | 34,493 | $42.3 萬 | 0.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,355 | $41.4 萬 | 0.4% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,517 | $41.1 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,776 | $40.9 萬 | 0.4% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 3,000 | $40.1 萬 | 0.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 127 | $39.3 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,326 | $39.1 萬 | 0.4% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 2,080 | $38.9 萬 | 0.4% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 3,401 | $38.8 萬 | 0.4% | – | – | – |
| VVisa Inc. | Stock | 1,825 | $38.6 萬 | 0.4% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,640 | $37.2 萬 | 0.4% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,508 | $36.6 萬 | 0.4% | – | – | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,647 | $35.9 萬 | 0.4% | – | – | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 3,717 | $35.6 萬 | 0.4% | – | – | – |
| PGProcter & Gamble Co | Stock | 2,619 | $35.5 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,121 | $35.5 萬 | 0.4% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 2,754 | $35.4 萬 | 0.4% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 7,063 | $34.7 萬 | 0.4% | – | – | – |
| CVXChevron Corp | Stock | 3,299 | $34.6 萬 | 0.4% | – | – | 歷史 |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 14,702 | $33.7 萬 | 0.4% | – | – | – |
| iShares Tr464287515 | EXPANDED TECH | 972 | $33.2 萬 | 0.4% | – | – | – |
| MOAltria Group, Inc. | Stock | 6,395 | $32.7 萬 | 0.3% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,441 | $32.4 萬 | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 7,659 | $32.0 萬 | 0.3% | – | – | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 2,313 | $31.4 萬 | 0.3% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,021 | $30.7 萬 | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 407 | $27.2 萬 | 0.3% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 6,523 | $25.5 萬 | 0.3% | – | – | 歷史 |
| BAXBaxter International Inc | Stock | 3,000 | $25.3 萬 | 0.3% | – | – | 歷史 |
| HRLHormel Foods Corp | COM | 5,289 | $25.3 萬 | 0.3% | – | – | 歷史 |
| GSKGSK plc | SPONSORED ADR | 6,957 | $24.8 萬 | 0.3% | – | – | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,070 | $22.9 萬 | 0.2% | – | – | – |
| COPConocoPhillips | Stock | 4,250 | $22.5 萬 | 0.2% | – | – | 歷史 |
| EAElectronic Arts Inc. | COM | 1,659 | $22.5 萬 | 0.2% | – | – | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 2,421 | $22.5 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,684 | $22.4 萬 | 0.2% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,007 | $22.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,503 | $22.1 萬 | 0.2% | – | – | – |
| iShares Tr464289883 | CORE 30 70 ETF | 5,427 | $21.0 萬 | 0.2% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,415 | $20.8 萬 | 0.2% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 3,986 | $20.0 萬 | 0.2% | – | – | – |
| ASMAvino Silver & Gold Mines Ltd | COM | 73,700 | $9.10 萬 | 0.1% | – | – | 歷史 |
選擇權（3 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。