Tempus Wealth Planning, LLC
- SEC CIK
- 0001806428
- 最新申報
- 2026/7/22
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/2 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 149
- 較 2021 年第 3 季 −1
- 總值
- $1.85 億
- 較 2021 年第 3 季 +$884.0 萬 (+5.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46434V878 | ULTRA SHORT DUR | 274,575 | $1,384 萬 | 7.5% | −4,193−1.5% | 減碼 | – |
| GEGeneral Electric Co | Stock | 94,793 | $895.5 萬 | 4.8% | −50−0.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 23,175 | $779.4 萬 | 4.2% | +45+0.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 41,846 | $743.1 萬 | 4.0% | +33+0.1% | 加碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 226,821 | $690.2 萬 | 3.7% | −1,656−0.7% | 減碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 182,864 | $576.0 萬 | 3.1% | −496−0.3% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 67,215 | $451.5 萬 | 2.4% | +596+0.9% | 加碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 32,198 | $349.6 萬 | 1.9% | +670+2.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,705 | $346.3 萬 | 1.9% | −69−0.8% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,074 | $337.4 萬 | 1.8% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 27,768 | $311.3 萬 | 1.7% | +492+1.8% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 99,032 | $293.3 萬 | 1.6% | +246+0.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 16,143 | $276.2 萬 | 1.5% | +202+1.3% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,145 | $269.1 萬 | 1.5% | +189+1.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 17,061 | $256.5 萬 | 1.4% | +658+4.0% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 66,973 | $244.3 萬 | 1.3% | −1,584−2.3% | 減碼 | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 43,454 | $234.5 萬 | 1.3% | +14,862+52.0% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 55,385 | $229.8 萬 | 1.2% | −1,300−2.3% | 減碼 | – |
| PFEPfizer Inc | Stock | 38,741 | $228.8 萬 | 1.2% | −326−0.8% | 減碼 | 歷史 |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 64,248 | $222.2 萬 | 1.2% | −50−0.1% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 24,485 | $204.9 萬 | 1.1% | −1,749−6.7% | 減碼 | – |
| ProShares Tr74347B813 | MORNINGSTAR ALTR | 52,052 | $202.5 萬 | 1.1% | +1,053+2.1% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 16,794 | $192.8 萬 | 1.0% | 00.0% | 不變 | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 78,390 | $191.6 萬 | 1.0% | −598−0.8% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 571 | $190.4 萬 | 1.0% | +8+1.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,337 | $186.4 萬 | 1.0% | +95+1.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 10,689 | $185.7 萬 | 1.0% | −14−0.1% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,135 | $182.5 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 11,358 | $175.9 萬 | 0.9% | +666+6.2% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 25,093 | $172.2 萬 | 0.9% | −444−1.7% | 減碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 19,788 | $168.7 萬 | 0.9% | +509+2.6% | 加碼 | – |
| BACBank of America Corp | Stock | 36,540 | $162.6 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,053 | $159.2 萬 | 0.9% | +393+4.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 512 | $148.3 萬 | 0.8% | +3+0.6% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,085 | $136.9 萬 | 0.7% | +350+6.1% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 5,729 | $132.6 萬 | 0.7% | −115−2.0% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 13,837 | $128.6 萬 | 0.7% | −551−3.8% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,706 | $128.5 萬 | 0.7% | +60+2.3% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 10,126 | $124.1 萬 | 0.7% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 12,637 | $121.9 萬 | 0.7% | −389−3.0% | 減碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 16,239 | $119.7 萬 | 0.6% | +173+1.1% | 加碼 | – |
| WMTWalmart Inc. | Stock | 8,042 | $116.4 萬 | 0.6% | +915+12.8% | 加碼 | 歷史 |
| HSYHershey Co | COM | 6,005 | $116.2 萬 | 0.6% | +40+0.7% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 6,870 | $114.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 5,610 | $114.7 萬 | 0.6% | +41+0.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 12,923 | $112.7 萬 | 0.6% | +76+0.6% | 加碼 | 歷史 |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 53,641 | $111.5 萬 | 0.6% | −3,064−5.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,962 | $111.4 萬 | 0.6% | +20+1.0% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,890 | $110.5 萬 | 0.6% | −14−0.3% | 減碼 | – |
| CATCaterpillar Inc | Stock | 5,300 | $109.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 20,401 | $106.0 萬 | 0.6% | +3,653+21.8% | 加碼 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 25,943 | $103.8 萬 | 0.6% | +2,507+10.7% | 加碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 4,484 | $101.4 萬 | 0.5% | +608+15.7% | 加碼 | – |
| INTCIntel Corp | Stock | 19,326 | $99.5 萬 | 0.5% | +3,129+19.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 15,705 | $99.5 萬 | 0.5% | +373+2.4% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 9,396 | $96.9 萬 | 0.5% | −254−2.6% | 減碼 | 歷史 |
| GSKGSK plc | SPONSORED ADR | 21,899 | $96.6 萬 | 0.5% | +14,567+198.7% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 4,574 | $93.5 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,156 | $92.2 萬 | 0.5% | +373+7.8% | 加碼 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 4,796 | $90.6 萬 | 0.5% | −185−3.7% | 減碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 10,558 | $89.8 萬 | 0.5% | +101+1.0% | 加碼 | 歷史 |
| HRLHormel Foods Corp | COM | 18,252 | $89.1 萬 | 0.5% | −924−4.8% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,019 | $83.8 萬 | 0.5% | +32+0.8% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 6,485 | $79.7 萬 | 0.4% | +60+0.9% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 32,264 | $79.4 萬 | 0.4% | −19,321−37.5% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 8,034 | $77.6 萬 | 0.4% | +87+1.1% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 10,074 | $76.5 萬 | 0.4% | +106+1.1% | 加碼 | 歷史 |
| BABoeing Co | Stock | 3,760 | $75.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 35,993 | $74.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 12,689 | $72.4 萬 | 0.4% | +1,069+9.2% | 加碼 | – |
| CCitigroup Inc | Stock | 11,758 | $71.0 萬 | 0.4% | +52+0.4% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 4,245 | $70.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DKNGDraftKings Inc. | COM CL A | 25,138 | $69.1 萬 | 0.4% | +1,424+6.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,662 | $69.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 16,410 | $68.2 萬 | 0.4% | −25−0.2% | 減碼 | – |
| SJMJ M SMUCKER Co | Stock | 5,011 | $68.1 萬 | 0.4% | +57+1.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,743 | $67.0 萬 | 0.4% | −794−8.3% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 2,605 | $65.4 萬 | 0.4% | +63+2.5% | 加碼 | 歷史 |
| VMCVulcan Materials CO | COM | 3,000 | $62.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 45,558 | $61.6 萬 | 0.3% | +861+1.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,212 | $61.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 10,294 | $60.7 萬 | 0.3% | +54+0.5% | 加碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 8,319 | $60.6 萬 | 0.3% | +666+8.7% | 加碼 | – |
| RTXRTX Corp | Stock | 6,959 | $59.9 萬 | 0.3% | −272−3.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,273 | $57.9 萬 | 0.3% | −9−0.2% | 減碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 9,854 | $57.6 萬 | 0.3% | +629+6.8% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 4,340 | $57.5 萬 | 0.3% | 00.0% | 不變 | – |
| PMPhilip Morris International Inc. | Stock | 6,000 | $57.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,935 | $56.7 萬 | 0.3% | +144+8.0% | 加碼 | – |
| Global X FDS37954Y707 | RENEWABLE ENERGY | 36,000 | $56.4 萬 | 0.3% | −106−0.3% | 減碼 | – |
| MDLZMondelez International, Inc. | Stock | 8,199 | $54.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,780 | $53.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 6,869 | $52.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,567 | $52.7 萬 | 0.3% | +155+11.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,281 | $50.2 萬 | 0.3% | +76+1.8% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,799 | $48.7 萬 | 0.3% | −178−6.0% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 3,000 | $47.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 2,165 | $46.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,977 | $46.5 萬 | 0.3% | +90+2.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 8,598 | $45.4 萬 | 0.2% | −1,122−11.5% | 減碼 | – |
2021 年第 3 季之後清倉（2 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 16,530 | $144.2 萬 | 0.8% | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 4,946 | $66.1 萬 | 0.4% | – |