Tempus Wealth Planning, LLC
- SEC CIK
- 0001806428
- 最新申報
- 2026/7/22
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/9 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 150
- 較 2021 年第 2 季 +5
- 總值
- $1.77 億
- 較 2021 年第 2 季 +$2,584 萬 (+17.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46434V878 | ULTRA SHORT DUR | 278,768 | $1,408 萬 | 8.0% | +274,238+6,053.8% | 加碼 | – |
| GEGeneral Electric Co | Stock | 94,843 | $977.2 萬 | 5.5% | +832+0.9% | 加碼依 1 比 8 拆股換算 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 228,477 | $699.8 萬 | 4.0% | −46,464−16.9% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 23,130 | $652.1 萬 | 3.7% | +347+1.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 41,813 | $591.7 萬 | 3.4% | +2,271+5.7% | 加碼 | 歷史 |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 183,360 | $570.2 萬 | 3.2% | +20,719+12.7% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 66,619 | $440.0 萬 | 2.5% | +36,739+123.0% | 加碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 31,528 | $344.8 萬 | 2.0% | +2,152+7.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,774 | $314.1 萬 | 1.8% | +925+11.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,074 | $304.8 萬 | 1.7% | −59−0.8% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 98,786 | $294.9 萬 | 1.7% | −11,153−10.1% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 27,276 | $281.9 萬 | 1.6% | +1,286+4.9% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 15,941 | $257.4 萬 | 1.5% | +1,053+7.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 68,557 | $248.2 萬 | 1.4% | +68,557 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,956 | $243.3 萬 | 1.4% | +975+9.8% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 56,685 | $241.1 萬 | 1.4% | +42,309+294.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 16,403 | $229.0 萬 | 1.3% | +2,621+19.0% | 加碼 | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 64,298 | $227.0 萬 | 1.3% | −12,080−15.8% | 減碼 | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 78,988 | $199.8 萬 | 1.1% | +3,196+4.2% | 加碼 | – |
| ProShares Tr74347B813 | MORNINGSTAR ALTR | 50,999 | $198.2 萬 | 1.1% | −594−1.2% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 26,234 | $193.9 萬 | 1.1% | −700−2.6% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 563 | $184.9 萬 | 1.0% | +59+11.7% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 10,692 | $180.9 萬 | 1.0% | +656+6.5% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,135 | $177.2 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 16,794 | $170.1 萬 | 1.0% | −229−1.3% | 減碼 | – |
| PFEPfizer Inc | Stock | 39,067 | $168.0 萬 | 1.0% | +226+0.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 10,703 | $161.0 萬 | 0.9% | +736+7.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,660 | $158.1 萬 | 0.9% | +403+4.4% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 25,537 | $155.4 萬 | 0.9% | +799+3.2% | 加碼 | – |
| BACBank of America Corp | Stock | 36,540 | $155.1 萬 | 0.9% | +938+2.6% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 19,279 | $152.7 萬 | 0.9% | +3,320+20.8% | 加碼 | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 28,592 | $146.8 萬 | 0.8% | +10,152+55.1% | 加碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 16,530 | $144.2 萬 | 0.8% | +855+5.5% | 加碼 | – |
| TAT&T Inc. | Stock | 51,585 | $139.3 萬 | 0.8% | +3,188+6.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 509 | $136.1 萬 | 0.8% | +74+17.0% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 5,844 | $133.7 萬 | 0.8% | +100+1.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,242 | $129.3 萬 | 0.7% | 00.0% | 不變依 4 比 1 拆股換算 | 歷史 |
| AMGNAmgen Inc | Stock | 5,735 | $122.0 萬 | 0.7% | +585+11.4% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 14,388 | $119.7 萬 | 0.7% | +483+3.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 13,026 | $117.4 萬 | 0.7% | +407+3.2% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 10,126 | $116.2 萬 | 0.7% | +265+2.7% | 加碼 | – |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 56,705 | $114.4 萬 | 0.6% | +2,340+4.3% | 加碼 | 歷史 |
| DKNGDraftKings Inc. | COM CL A | 23,714 | $114.2 萬 | 0.6% | +7,753+48.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,646 | $113.5 萬 | 0.6% | +466+21.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 12,847 | $111.9 萬 | 0.6% | +799+6.6% | 加碼 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 16,066 | $108.8 萬 | 0.6% | +699+4.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,904 | $107.2 萬 | 0.6% | +689+16.3% | 加碼 | – |
| WMWaste Management Inc | Stock | 6,870 | $102.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 5,300 | $101.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 5,965 | $101.0 萬 | 0.6% | +311+5.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,127 | $99.3 萬 | 0.6% | +485+7.3% | 加碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 5,569 | $93.1 萬 | 0.5% | +369+7.1% | 加碼 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 23,436 | $92.6 萬 | 0.5% | +16,193+223.6% | 加碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 3,876 | $91.4 萬 | 0.5% | +1,868+93.0% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 16,748 | $90.5 萬 | 0.5% | +200+1.2% | 加碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 10,457 | $88.6 萬 | 0.5% | +1,526+17.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,942 | $87.3 萬 | 0.5% | +44+2.3% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 16,197 | $86.3 萬 | 0.5% | +2,970+22.5% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,987 | $84.6 萬 | 0.5% | +270+7.3% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 4,981 | $84.2 萬 | 0.5% | +132+2.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 15,332 | $83.5 萬 | 0.5% | +1,088+7.6% | 加碼 | 歷史 |
| BABoeing Co | Stock | 3,760 | $82.7 萬 | 0.5% | +72+2.0% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 11,706 | $82.2 萬 | 0.5% | +508+4.5% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 4,574 | $82.1 萬 | 0.5% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 9,650 | $81.9 萬 | 0.5% | +73+0.8% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,783 | $81.0 萬 | 0.5% | +879+22.5% | 加碼 | – |
| HRLHormel Foods Corp | COM | 19,176 | $78.6 萬 | 0.4% | +1,177+6.5% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 6,425 | $74.3 萬 | 0.4% | +538+9.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,537 | $71.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 4,946 | $66.1 萬 | 0.4% | +1,433+40.8% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 9,968 | $65.8 萬 | 0.4% | +555+5.9% | 加碼 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 11,620 | $64.5 萬 | 0.4% | +68+0.6% | 加碼 | – |
| MKCMcCormick & Co Inc | Stock | 7,947 | $64.4 萬 | 0.4% | +670+9.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 7,231 | $62.2 萬 | 0.4% | +221+3.2% | 加碼 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 16,435 | $62.0 萬 | 0.4% | −75−0.5% | 減碼 | – |
| NKENIKE, Inc. | Stock | 4,245 | $61.7 萬 | 0.3% | +207+5.1% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 6,869 | $61.1 萬 | 0.3% | +75+1.1% | 加碼 | 歷史 |
| VTRSViatris Inc | Stock | 44,697 | $60.6 萬 | 0.3% | +3,464+8.4% | 加碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 4,954 | $59.5 萬 | 0.3% | +455+10.1% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 4,340 | $57.7 萬 | 0.3% | +39+0.9% | 加碼 | – |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 10,240 | $57.0 萬 | 0.3% | +19+0.2% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 6,000 | $56.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y707 | RENEWABLE ENERGY | 36,106 | $56.4 萬 | 0.3% | +1,487+4.3% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 1,662 | $54.6 萬 | 0.3% | +315+23.4% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 2,542 | $53.6 萬 | 0.3% | +198+8.4% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 7,653 | $53.4 萬 | 0.3% | +318+4.3% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,791 | $52.6 萬 | 0.3% | +369+25.9% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,212 | $51.1 萬 | 0.3% | +132+6.3% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 35,993 | $51.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VMCVulcan Materials CO | COM | 3,000 | $50.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 4,704 | $49.6 萬 | 0.3% | +6+0.1% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 9,225 | $48.9 萬 | 0.3% | +1,255+15.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,780 | $48.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 2,165 | $48.2 萬 | 0.3% | +340+18.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,412 | $47.9 萬 | 0.3% | +305+27.6% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 8,199 | $47.7 萬 | 0.3% | +123+1.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 9,720 | $47.4 萬 | 0.3% | −147−1.5% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 4,282 | $46.2 萬 | 0.3% | +357+9.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,977 | $44.5 萬 | 0.3% | −127−4.1% | 減碼 | – |
| EBAYeBay Inc | COM | 6,361 | $44.3 萬 | 0.3% | +542+9.3% | 加碼 | 歷史 |
選擇權（9 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。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| AMZNAmazon Com Inc | Stock | – | $2.00 萬 |
| WYNNWynn Resorts Ltd | COM | – | $1.40 萬 |
| BABAAlibaba Group Holding Ltd | ADR | – | $1.20 萬 |
| DKNGDraftKings Inc. | COM CL A | – | $4,000 |
| XOMExxonMobil Holdings Corp | COM | – | $3,000 |
| Kraneshares Trust500767306 | CSI CHI INTERNET | – | $2,000 |
| VTRSViatris Inc | Stock | – | $1,000 |
| CSCOCisco Systems, Inc. | Stock | – | $1,000 |
| NNOXNano-X Imaging Ltd. | ORD SHS | – | $1,000 |
2021 年第 2 季之後清倉（3 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。