Tempus Wealth Planning, LLC
- SEC CIK
- 0001806428
- 最新申報
- 2026/7/22
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/12 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 145
- 較 2021 年第 1 季 +48
- 總值
- $1.51 億
- 較 2021 年第 1 季 +$5,624 萬 (+59.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GEGeneral Electric Co | COM | 752,087 | $1,012 萬 | 6.7% | +500+0.1% | 加碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 274,941 | $842.4 萬 | 5.6% | +40,761+17.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 22,783 | $617.2 萬 | 4.1% | +7,345+47.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 39,542 | $541.6 萬 | 3.6% | +25,279+177.2% | 加碼 | 歷史 |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 162,641 | $506.5 萬 | 3.4% | +60,301+58.9% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 109,939 | $329.9 萬 | 2.2% | +21,154+23.8% | 加碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 29,376 | $323.0 萬 | 2.1% | −7,908−21.2% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,133 | $306.7 萬 | 2.0% | +7,133 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,849 | $278.2 萬 | 1.8% | +3,203+68.9% | 加碼 | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 76,378 | $277.3 萬 | 1.8% | +6,789+9.8% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 25,990 | $272.3 萬 | 1.8% | −446−1.7% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 14,888 | $245.3 萬 | 1.6% | +2,054+16.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,981 | $222.4 萬 | 1.5% | +9,981 | 新進 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 29,880 | $203.1 萬 | 1.3% | −337−1.1% | 減碼 | – |
| ProShares Tr74347B813 | MORNINGSTAR ALTR | 51,593 | $203.1 萬 | 1.3% | +5,660+12.3% | 加碼 | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 75,792 | $200.3 萬 | 1.3% | +7,552+11.1% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 26,934 | $195.9 萬 | 1.3% | +43+0.2% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 5,135 | $194.3 萬 | 1.3% | +34+0.7% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 13,782 | $193.6 萬 | 1.3% | −695−4.8% | 減碼 | – |
| DISWalt Disney Co | Stock | 10,036 | $176.4 萬 | 1.2% | +10,036 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 504 | $173.4 萬 | 1.2% | +377+296.9% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 17,023 | $169.2 萬 | 1.1% | +17,023 | 新進 | – |
| PFEPfizer Inc | Stock | 38,841 | $152.1 萬 | 1.0% | +1,370+3.7% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 24,738 | $150.7 萬 | 1.0% | +24,738 | 新進 | – |
| PEPPepsiCo Inc | Stock | 9,967 | $147.7 萬 | 1.0% | +5,676+132.3% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 35,602 | $146.8 萬 | 1.0% | +9,545+36.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,257 | $144.0 萬 | 1.0% | +4,822+108.7% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 48,397 | $139.3 萬 | 0.9% | +9,211+23.5% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 5,744 | $138.9 萬 | 0.9% | +579+11.2% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 15,675 | $137.1 萬 | 0.9% | +1,070+7.3% | 加碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 15,959 | $129.2 萬 | 0.9% | −1,352−7.8% | 減碼 | – |
| AMGNAmgen Inc | Stock | 5,150 | $125.5 萬 | 0.8% | +3,082+149.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,558 | $124.7 萬 | 0.8% | +1,558 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 5,300 | $115.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 13,905 | $115.2 萬 | 0.8% | +1,436+11.5% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 9,861 | $115.0 萬 | 0.8% | +6,460+189.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 12,619 | $113.9 萬 | 0.8% | +1,233+10.8% | 加碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 15,367 | $109.6 萬 | 0.7% | +1,572+11.4% | 加碼 | – |
| WYNNWynn Resorts Ltd | COM | 8,931 | $109.2 萬 | 0.7% | +8,931 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 435 | $106.2 萬 | 0.7% | +435 | 新進 | 歷史 |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 54,365 | $104.7 萬 | 0.7% | −3,196−5.6% | 減碼 | 歷史 |
| HSYHershey Co | COM | 5,654 | $98.5 萬 | 0.7% | +5,654 | 新進 | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 18,440 | $97.7 萬 | 0.6% | −892−4.6% | 減碼 | – |
| WMWaste Management Inc | Stock | 6,870 | $96.3 萬 | 0.6% | +735+12.0% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,215 | $95.0 萬 | 0.6% | −2,892−40.7% | 減碼 | – |
| ORCLOracle Corp | Stock | 12,048 | $93.8 萬 | 0.6% | +12,048 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 6,642 | $93.7 萬 | 0.6% | +6,642 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,180 | $93.3 萬 | 0.6% | +2,180 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 16,548 | $92.7 萬 | 0.6% | +200+1.2% | 加碼 | 歷史 |
| BABoeing Co | Stock | 3,688 | $88.3 萬 | 0.6% | +1,776+92.9% | 加碼 | 歷史 |
| HRLHormel Foods Corp | COM | 17,999 | $85.9 萬 | 0.6% | +12,710+240.3% | 加碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 5,200 | $84.7 萬 | 0.6% | +5,200 | 新進 | 歷史 |
| DKNGDraftKings Inc. | COM CL A | 15,961 | $83.3 萬 | 0.6% | +15,961 | 新進 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 4,574 | $81.7 萬 | 0.5% | +4,574 | 新進 | – |
| HONHoneywell International Inc | COM | 3,717 | $81.5 萬 | 0.5% | +3,717 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 9,577 | $79.9 萬 | 0.5% | +2,407+33.6% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 11,198 | $79.2 萬 | 0.5% | +859+8.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 14,244 | $75.5 萬 | 0.5% | +14,244 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,898 | $75.1 萬 | 0.5% | +1,898 | 新進 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 4,849 | $74.7 萬 | 0.5% | +4,849 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 13,227 | $74.3 萬 | 0.5% | +2,967+28.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,537 | $74.2 萬 | 0.5% | +201+2.2% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,904 | $67.8 萬 | 0.4% | +1,027+35.7% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 14,376 | $65.4 萬 | 0.4% | +623+4.5% | 加碼 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 11,552 | $64.7 萬 | 0.4% | −2,080−15.3% | 減碼 | – |
| MKCMcCormick & Co Inc | Stock | 7,277 | $64.3 萬 | 0.4% | +7,277 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 9,413 | $63.5 萬 | 0.4% | +9,413 | 新進 | 歷史 |
| NKENIKE, Inc. | Stock | 4,038 | $62.4 萬 | 0.4% | +4,038 | 新進 | 歷史 |
| CNICanadian National Railway Co | Stock | 5,887 | $62.1 萬 | 0.4% | +5,887 | 新進 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 16,510 | $62.1 萬 | 0.4% | +1,272+8.3% | 加碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 2,640 | $59.9 萬 | 0.4% | +1,000+61.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 7,010 | $59.8 萬 | 0.4% | +691+10.9% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,000 | $59.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 41,233 | $58.9 萬 | 0.4% | +4,471+12.2% | 加碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 4,499 | $58.3 萬 | 0.4% | +4,499 | 新進 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 6,794 | $57.9 萬 | 0.4% | +6,794 | 新進 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 4,301 | $57.8 萬 | 0.4% | +4,301 | 新進 | – |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 10,221 | $56.6 萬 | 0.4% | +410+4.2% | 加碼 | – |
| Global X FDS37954Y707 | RENEWABLE ENERGY | 34,619 | $56.2 萬 | 0.4% | +3,890+12.7% | 加碼 | – |
| STZConstellation Brands, Inc. | Stock | 2,344 | $54.8 萬 | 0.4% | +267+12.9% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 35,993 | $53.5 萬 | 0.4% | +1,500+4.3% | 加碼 | 歷史 |
| VMCVulcan Materials CO | COM | 3,000 | $52.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 7,335 | $51.8 萬 | 0.3% | +733+11.1% | 加碼 | – |
| MDLZMondelez International, Inc. | Stock | 8,076 | $50.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 4,698 | $49.8 萬 | 0.3% | +981+26.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,780 | $49.5 萬 | 0.3% | +50+2.9% | 加碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 2,008 | $49.2 萬 | 0.3% | +361+21.9% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 3,513 | $47.9 萬 | 0.3% | +759+27.6% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,080 | $47.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,620 | $47.2 萬 | 0.3% | +112+7.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 9,867 | $46.1 萬 | 0.3% | +2,208+28.8% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,104 | $45.8 萬 | 0.3% | +663+27.2% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,422 | $44.3 萬 | 0.3% | +401+39.3% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 3,925 | $44.2 萬 | 0.3% | +149+3.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,205 | $44.0 萬 | 0.3% | +906+27.5% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 1,108 | $43.2 萬 | 0.3% | +136+14.0% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 1,347 | $42.9 萬 | 0.3% | −8−0.6% | 減碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 3,162 | $42.8 萬 | 0.3% | +849+36.7% | 加碼 | – |
| VVisa Inc. | Stock | 1,825 | $42.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,000 | $42.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
選擇權（5 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。
2021 年第 1 季之後清倉（3 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。