Tempus Wealth Planning, LLC
- SEC CIK
- 0001806428
- 最新申報
- 2026/7/22
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/6 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 139
- 較 2021 年第 4 季 −10
- 總值
- $1.41 億
- 較 2021 年第 4 季 −$4,474 萬 (−24.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46434V878 | ULTRA SHORT DUR | 266,781 | $1,338 萬 | 9.5% | −7,794−2.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 22,225 | $685.2 萬 | 4.9% | −950−4.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 38,107 | $665.4 萬 | 4.7% | −3,739−8.9% | 減碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 219,590 | $651.1 萬 | 4.6% | −7,231−3.2% | 減碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 170,346 | $515.5 萬 | 3.7% | −12,518−6.8% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,436 | $305.8 萬 | 2.2% | −269−3.1% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 100,482 | $279.2 萬 | 2.0% | +1,450+1.5% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 15,650 | $277.4 萬 | 2.0% | −493−3.1% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 40,081 | $251.6 萬 | 1.8% | −3,373−7.8% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 37,113 | $251.0 萬 | 1.8% | −30,102−44.8% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 65,583 | $224.8 萬 | 1.6% | −1,390−2.1% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 5,034 | $222.2 萬 | 1.6% | −101−2.0% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,783 | $217.0 萬 | 1.5% | −2,291−32.4% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 55,296 | $213.7 萬 | 1.5% | −89−0.2% | 減碼 | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 62,834 | $200.4 萬 | 1.4% | −1,414−2.2% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,288 | $188.7 萬 | 1.3% | −2,857−25.6% | 減碼 | – |
| PFEPfizer Inc | Stock | 35,533 | $184.0 萬 | 1.3% | −3,208−8.3% | 減碼 | 歷史 |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 77,173 | $175.4 萬 | 1.2% | −1,217−1.6% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 528 | $172.1 萬 | 1.2% | −43−7.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 9,799 | $164.0 萬 | 1.2% | −890−8.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,945 | $162.2 萬 | 1.2% | −392−6.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,525 | $159.2 萬 | 1.1% | +819+30.3% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 22,938 | $153.9 萬 | 1.1% | −2,155−8.6% | 減碼 | – |
| BACBank of America Corp | Stock | 35,994 | $148.4 萬 | 1.1% | −546−1.5% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 10,433 | $143.1 萬 | 1.0% | −925−8.1% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 6,477 | $137.5 萬 | 1.0% | +748+13.1% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 12,901 | $132.9 萬 | 0.9% | −3,893−23.2% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 9,393 | $128.0 萬 | 0.9% | −660−6.6% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 9,970 | $127.7 萬 | 0.9% | −156−1.5% | 減碼 | – |
| CATCaterpillar Inc | Stock | 5,646 | $125.8 萬 | 0.9% | +346+6.5% | 加碼 | 歷史 |
| HSYHershey Co | COM | 5,719 | $123.9 萬 | 0.9% | −286−4.8% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 13,886 | $120.3 萬 | 0.9% | +49+0.4% | 加碼 | – |
| AMGNAmgen Inc | Stock | 4,880 | $118.0 萬 | 0.8% | −1,205−19.8% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 12,858 | $116.3 萬 | 0.8% | +221+1.7% | 加碼 | – |
| WMWaste Management Inc | Stock | 6,870 | $108.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 390 | $108.5 萬 | 0.8% | −122−23.8% | 減碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 5,278 | $106.0 萬 | 0.8% | −332−5.9% | 減碼 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 14,227 | $102.8 萬 | 0.7% | −2,012−12.4% | 減碼 | – |
| WMTWalmart Inc. | Stock | 6,892 | $102.6 萬 | 0.7% | −1,150−14.3% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 12,314 | $101.9 萬 | 0.7% | −609−4.7% | 減碼 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 17,943 | $96.8 萬 | 0.7% | +5,254+41.4% | 加碼 | – |
| HRLHormel Foods Corp | COM | 17,464 | $90.0 萬 | 0.6% | −788−4.3% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 17,453 | $88.9 萬 | 0.6% | −2,948−14.5% | 減碼 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 22,505 | $84.8 萬 | 0.6% | −3,438−13.3% | 減碼 | – |
| INTCIntel Corp | Stock | 16,657 | $82.6 萬 | 0.6% | −2,669−13.8% | 減碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 10,358 | $82.6 萬 | 0.6% | −200−1.9% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 6,124 | $82.1 萬 | 0.6% | −361−5.6% | 減碼 | 歷史 |
| GSKGSK plc | SPONSORED ADR | 18,717 | $81.5 萬 | 0.6% | −3,182−14.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 14,342 | $80.0 萬 | 0.6% | −1,363−8.7% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 7,444 | $74.3 萬 | 0.5% | −590−7.3% | 減碼 | 歷史 |
| BABoeing Co | Stock | 3,872 | $74.1 萬 | 0.5% | +112+3.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,785 | $73.6 萬 | 0.5% | −234−5.8% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 6,977 | $70.6 萬 | 0.5% | −2,419−25.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,279 | $67.9 萬 | 0.5% | −464−5.3% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 12,520 | $66.9 萬 | 0.5% | +762+6.5% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 9,318 | $64.2 萬 | 0.5% | +999+12.0% | 加碼 | – |
| SJMJ M SMUCKER Co | Stock | 4,730 | $64.0 萬 | 0.5% | −281−5.6% | 減碼 | 歷史 |
| DKNGDraftKings Inc. | COM CL A | 32,565 | $63.4 萬 | 0.5% | +7,427+29.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,200 | $63.0 萬 | 0.4% | −12−0.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,780 | $62.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,875 | $62.8 萬 | 0.4% | −398−9.3% | 減碼 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 15,597 | $60.6 萬 | 0.4% | −813−5.0% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 10,905 | $60.6 萬 | 0.4% | +1,051+10.7% | 加碼 | – |
| FFord Motor Co | Stock | 35,555 | $60.1 萬 | 0.4% | −438−1.2% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 5,358 | $60.1 萬 | 0.4% | −22,410−80.7% | 減碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 5,080 | $58.8 萬 | 0.4% | +3,424+206.8% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 6,969 | $58.4 萬 | 0.4% | +100+1.5% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 24,690 | $58.3 萬 | 0.4% | −7,574−23.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 3,524 | $57.4 萬 | 0.4% | −757−17.7% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 9,464 | $57.3 萬 | 0.4% | −610−6.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 526 | $56.7 萬 | 0.4% | +158+42.9% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,000 | $56.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,979 | $55.1 萬 | 0.4% | −1,595−34.9% | 減碼 | – |
| VMCVulcan Materials CO | COM | 3,000 | $55.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 10,501 | $54.8 萬 | 0.4% | +207+2.0% | 加碼 | – |
| RTXRTX Corp | Stock | 5,317 | $52.7 萬 | 0.4% | −1,642−23.6% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 2,271 | $52.3 萬 | 0.4% | −334−12.8% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 8,199 | $51.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,636 | $49.0 萬 | 0.3% | −26−1.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 8,973 | $47.7 萬 | 0.3% | +375+4.4% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,887 | $47.0 萬 | 0.3% | −453−10.4% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 11,326 | $43.4 萬 | 0.3% | 00.0% | 不變 | – |
| XYZBlock, Inc. | CL A | 3,138 | $42.6 萬 | 0.3% | +3,138 | 新進 | 歷史 |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 40,985 | $42.5 萬 | 0.3% | +10,256+33.4% | 加碼 | – |
| COPConocoPhillips | Stock | 4,236 | $42.4 萬 | 0.3% | −300−6.6% | 減碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 4,391 | $41.7 萬 | 0.3% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 715 | $41.2 萬 | 0.3% | −1,247−63.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,848 | $41.0 萬 | 0.3% | −317−14.6% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,800 | $40.7 萬 | 0.3% | +35+0.9% | 加碼 | – |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 7,776 | $40.5 萬 | 0.3% | +3,021+63.5% | 加碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 3,919 | $40.2 萬 | 0.3% | −28,279−87.8% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 5,477 | $40.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,000 | $39.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,500 | $38.2 萬 | 0.3% | −60−2.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,717 | $38.2 萬 | 0.3% | +150+9.6% | 加碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 3,749 | $33.9 萬 | 0.2% | −540−12.6% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 13,435 | $33.5 萬 | 0.2% | 00.0% | 不變 | – |
| Alps Clean Energy ETF00162Q460 | ETF | 5,174 | $32.8 萬 | 0.2% | +5,174 | 新進 | – |
| MOAltria Group, Inc. | Stock | 6,096 | $31.9 萬 | 0.2% | −519−7.8% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 5,546 | $31.8 萬 | 0.2% | −914−14.1% | 減碼 | 歷史 |
2021 年第 4 季之後清倉（15 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GEGeneral Electric Co | Stock | 94,793 | $895.5 萬 | 4.8% | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 24,485 | $204.9 萬 | 1.1% | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 19,788 | $168.7 萬 | 0.9% | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,890 | $110.5 萬 | 0.6% | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,156 | $92.2 萬 | 0.5% | – |
| VTRSViatris Inc | Stock | 45,558 | $61.6 萬 | 0.3% | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,935 | $56.7 萬 | 0.3% | – |
| Global X FDS37954Y707 | RENEWABLE ENERGY | 36,000 | $56.4 萬 | 0.3% | – |
| SBUXStarbucks Corp | Stock | 3,977 | $46.5 萬 | 0.3% | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,156 | $42.0 萬 | 0.2% | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 4,759 | $31.7 萬 | 0.2% | 歷史 |
| MDTMedtronic plc | Stock | 2,400 | $24.8 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 16,240 | $24.4 萬 | 0.1% | – |
| ABTAbbott Laboratories | Stock | 1,700 | $23.9 萬 | 0.1% | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 6,029 | $23.8 萬 | 0.1% | – |