Tempus Wealth Planning, LLC
- SEC CIK
- 0001806428
- 最新申報
- 2026/7/22
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/5 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 127
- 較 2022 年第 1 季 −12
- 總值
- $1.22 億
- 較 2022 年第 1 季 −$1,901 萬 (−13.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46434V878 | ULTRA SHORT DUR | 242,157 | $1,212 萬 | 10.0% | −24,624−9.2% | 減碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 206,221 | $607.3 萬 | 5.0% | −13,369−6.1% | 減碼 | – |
| GEGeneral Electric Co | Stock | 92,220 | $587.2 萬 | 4.8% | +92,220 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 22,255 | $571.6 萬 | 4.7% | +30+0.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 38,992 | $533.1 萬 | 4.4% | +885+2.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,269 | $271.0 萬 | 2.2% | −381−2.4% | 減碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 96,196 | $253.5 萬 | 2.1% | −4,286−4.3% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,439 | $236.5 萬 | 1.9% | +30.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 6,207 | $235.3 萬 | 1.9% | +1,424+29.8% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 5,034 | $216.4 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 75,475 | $207.7 萬 | 1.7% | −94,871−55.7% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 34,735 | $204.3 萬 | 1.7% | −2,378−6.4% | 減碼 | – |
| PFEPfizer Inc | Stock | 34,558 | $181.2 萬 | 1.5% | −975−2.7% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 51,861 | $180.3 萬 | 1.5% | −3,435−6.2% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 60,884 | $175.6 萬 | 1.4% | −4,699−7.2% | 減碼 | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 60,179 | $168.9 萬 | 1.4% | −2,655−4.2% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 9,498 | $158.3 萬 | 1.3% | −301−3.1% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,193 | $154.5 萬 | 1.3% | −95−1.1% | 減碼 | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 73,544 | $150.4 萬 | 1.2% | −3,629−4.7% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 22,839 | $141.6 萬 | 1.2% | −99−0.4% | 減碼 | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 23,022 | $119.9 萬 | 1.0% | −17,059−42.6% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 11,146 | $118.4 萬 | 1.0% | +586+5.5% | 加碼依 20 比 1 拆股換算 | 歷史 |
| BACBank of America Corp | Stock | 37,824 | $117.7 萬 | 1.0% | +1,830+5.1% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 9,970 | $117.3 萬 | 1.0% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 4,687 | $114.0 萬 | 0.9% | −193−4.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,840 | $107.1 萬 | 0.9% | −685−19.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,393 | $105.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 6,870 | $105.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 12,911 | $103.2 萬 | 0.8% | +10+0.1% | 加碼 | – |
| DISWalt Disney Co | Stock | 10,896 | $102.9 萬 | 0.8% | +463+4.4% | 加碼 | 歷史 |
| HSYHershey Co | COM | 4,768 | $102.6 萬 | 0.8% | −951−16.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 5,628 | $100.6 萬 | 0.8% | −18−0.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,270 | $95.0 萬 | 0.8% | +325+5.5% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 13,092 | $94.1 萬 | 0.8% | −794−5.7% | 減碼 | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 11,810 | $91.6 萬 | 0.8% | −1,048−8.2% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 17,453 | $88.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 13,016 | $87.8 萬 | 0.7% | −1,211−8.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 398 | $86.7 萬 | 0.7% | +8+2.1% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 6,131 | $86.6 萬 | 0.7% | −346−5.3% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 12,364 | $86.4 萬 | 0.7% | +50+0.4% | 加碼 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 17,993 | $86.4 萬 | 0.7% | +50+0.3% | 加碼 | – |
| WMTWalmart Inc. | Stock | 6,892 | $83.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 5,278 | $83.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| HRLHormel Foods Corp | COM | 17,489 | $82.8 萬 | 0.7% | +25+0.1% | 加碼 | 歷史 |
| GSKGSK plc | SPONSORED ADR | 17,578 | $76.5 萬 | 0.6% | −1,139−6.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,132 | $76.2 萬 | 0.6% | +606+115.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,279 | $75.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,200 | $71.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CNICanadian National Railway Co | Stock | 6,124 | $68.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 7,882 | $66.1 萬 | 0.5% | +7,882 | 新進 | – |
| HONHoneywell International Inc | COM | 3,785 | $65.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 16,663 | $62.3 萬 | 0.5% | +60.0% | 加碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 4,892 | $62.1 萬 | 0.5% | +3,412+230.5% | 加碼 | – |
| MKCMcCormick & Co Inc | Stock | 7,444 | $62.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 14,342 | $61.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 6,568 | $60.9 萬 | 0.5% | −409−5.9% | 減碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 4,688 | $60.0 萬 | 0.5% | −42−0.9% | 減碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 10,500 | $59.8 萬 | 0.5% | +142+1.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,887 | $59.5 萬 | 0.5% | +12+0.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,000 | $59.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 15,597 | $58.6 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 9,770 | $58.5 萬 | 0.5% | +452+4.9% | 加碼 | – |
| BABoeing Co | Stock | 4,132 | $56.5 萬 | 0.5% | +260+6.7% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 11,863 | $54.6 萬 | 0.4% | −657−5.2% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 5,255 | $53.4 萬 | 0.4% | −103−1.9% | 減碼 | – |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 10,601 | $53.3 萬 | 0.4% | +100+1.0% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 9,464 | $52.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 3,524 | $51.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 8,199 | $50.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 10,925 | $50.8 萬 | 0.4% | +20+0.2% | 加碼 | – |
| TAT&T Inc. | Stock | 24,190 | $50.7 萬 | 0.4% | −500−2.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,780 | $48.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 2,075 | $48.4 萬 | 0.4% | −196−8.6% | 減碼 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 13,662 | $47.2 萬 | 0.4% | −8,843−39.3% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 1,701 | $46.7 萬 | 0.4% | +65+4.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 4,857 | $46.7 萬 | 0.4% | −460−8.7% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,421 | $45.0 萬 | 0.4% | +621+16.3% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,887 | $42.8 萬 | 0.4% | 00.0% | 不變 | – |
| VMCVulcan Materials CO | COM | 3,000 | $42.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,477 | $42.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,979 | $41.0 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 8,653 | $40.5 萬 | 0.3% | +8,653 | 新進 | – |
| FFord Motor Co | Stock | 35,555 | $39.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 797 | $38.2 萬 | 0.3% | +82+11.5% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 4,236 | $38.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 4,391 | $37.5 萬 | 0.3% | 00.0% | 不變 | – |
| PYPLPayPal Holdings, Inc. | Stock | 5,293 | $37.0 萬 | 0.3% | +213+4.2% | 加碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 4,896 | $36.4 萬 | 0.3% | +1,681+52.3% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 2,500 | $35.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 8,897 | $35.8 萬 | 0.3% | −76−0.8% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 11,326 | $35.6 萬 | 0.3% | 00.0% | 不變 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 3,841 | $34.8 萬 | 0.3% | −78−2.0% | 減碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 1,218 | $32.8 萬 | 0.3% | +374+44.3% | 加碼 | – |
| Cambria ETF Tr132061508 | GLB MOMENT ETF | 11,092 | $32.7 萬 | 0.3% | +11,092 | 新進 | – |
| Alps Clean Energy ETF00162Q460 | ETF | 6,701 | $32.6 萬 | 0.3% | +1,527+29.5% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 3,764 | $32.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,283 | $31.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 13,435 | $31.5 萬 | 0.3% | 00.0% | 不變 | – |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 7,980 | $31.2 萬 | 0.3% | +204+2.6% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,736 | $30.9 萬 | 0.3% | 00.0% | 不變 | – |
2022 年第 1 季之後清倉（21 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DKNGDraftKings Inc. | COM CL A | 32,565 | $63.4 萬 | 0.5% | 歷史 |
| XYZBlock, Inc. | CL A | 3,138 | $42.6 萬 | 0.3% | 歷史 |
| VVisa Inc. | Stock | 1,848 | $41.0 萬 | 0.3% | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 3,749 | $33.9 萬 | 0.2% | – |
| BABAAlibaba Group Holding Ltd | ADR | 2,831 | $30.8 萬 | 0.2% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,883 | $29.9 萬 | 0.2% | – |
| AXPAmerican Express Co | Stock | 1,502 | $28.1 萬 | 0.2% | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,600 | $26.5 萬 | 0.2% | 歷史 |
| ProShares Tr74347B813 | MORNINGSTAR ALTR | 6,442 | $25.0 萬 | 0.2% | – |
| WFCWells Fargo & Company | Stock | 4,873 | $23.6 萬 | 0.2% | 歷史 |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 8,231 | $23.5 萬 | 0.2% | – |
| BAXBaxter International Inc | Stock | 3,000 | $23.3 萬 | 0.2% | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,995 | $23.3 萬 | 0.2% | – |
| CTSHCognizant Technology Solutions Corp | CL A | 2,582 | $23.2 萬 | 0.2% | 歷史 |
| JWNNordstrom Inc | Stock | 8,518 | $23.1 萬 | 0.2% | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,529 | $22.9 萬 | 0.2% | – |
| RGLDRoyal Gold Inc | Stock | 1,599 | $22.6 萬 | 0.2% | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,011 | $21.2 萬 | 0.2% | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 1,955 | $21.2 萬 | 0.2% | – |
| SNASnap-on Inc | COM | 996 | $20.5 萬 | 0.1% | 歷史 |
| NCZVirtus Convertible & Income Fund II | COM | 19,180 | $8.30 萬 | 0.1% | 歷史 |