Tempus Wealth Planning, LLC
- SEC CIK
- 0001806428
- 最新申報
- 2026/7/22
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 179
- 較 2022 年第 2 季 +52
- 總值
- $1.50 億
- 較 2022 年第 2 季 +$2,832 萬 (+23.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46434V878 | ULTRA SHORT DUR | 152,119 | $760.7 萬 | 5.1% | −90,038−37.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 26,249 | $611.3 萬 | 4.1% | +3,994+17.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 44,026 | $608.4 萬 | 4.1% | +5,034+12.9% | 加碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 198,862 | $574.9 萬 | 3.8% | −7,359−3.6% | 減碼 | – |
| GEGeneral Electric Co | Stock | 92,371 | $571.9 萬 | 3.8% | +151+0.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 11,703 | $419.7 萬 | 2.8% | +5,496+88.5% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 56,836 | $250.7 萬 | 1.7% | +45,911+420.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 15,325 | $250.3 萬 | 1.7% | +56+0.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,308 | $248.8 萬 | 1.7% | +869+10.3% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 95,411 | $238.1 萬 | 1.6% | −785−0.8% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 28,630 | $227.4 萬 | 1.5% | +20,748+263.2% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 5,441 | $210.2 萬 | 1.4% | +407+8.1% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 14,706 | $198.8 萬 | 1.3% | +12,798+670.8% | 加碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 75,447 | $191.3 萬 | 1.3% | −280.0% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 35,714 | $185.9 萬 | 1.2% | +979+2.8% | 加碼 | – |
| PFEPfizer Inc | Stock | 42,080 | $184.1 萬 | 1.2% | +7,522+21.8% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 56,937 | $176.7 萬 | 1.2% | +5,076+9.8% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,640 | $173.0 萬 | 1.2% | +1,447+17.7% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 65,636 | $169.3 萬 | 1.1% | +4,752+7.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 16,104 | $168.3 萬 | 1.1% | +6,711+71.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 55,257 | $166.9 萬 | 1.1% | +17,433+46.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 64,745 | $162.4 萬 | 1.1% | +4,566+7.6% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 9,369 | $153.0 萬 | 1.0% | −129−1.4% | 減碼 | 歷史 |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 79,321 | $150.5 萬 | 1.0% | +5,777+7.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,122 | $147.2 萬 | 1.0% | +1,282+45.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 12,651 | $143.0 萬 | 1.0% | +1,505+13.5% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 22,839 | $132.1 萬 | 0.9% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 34,307 | $130.3 萬 | 0.9% | +16,854+96.6% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 13,923 | $127.5 萬 | 0.9% | +13,923 | 新進 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 28,428 | $126.5 萬 | 0.8% | +19,775+228.5% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 25,486 | $123.0 萬 | 0.8% | +25,486 | 新進 | – |
| WMWaste Management Inc | Stock | 7,527 | $120.6 萬 | 0.8% | +657+9.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,592 | $120.4 萬 | 0.8% | +4,632+58.2% | 加碼依 20 比 1 拆股換算 | 歷史 |
| DISWalt Disney Co | Stock | 12,498 | $117.9 萬 | 0.8% | +1,602+14.7% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 5,206 | $117.3 萬 | 0.8% | +519+11.1% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 23,079 | $114.1 萬 | 0.8% | +57+0.2% | 加碼 | – |
| TGTTarget Corp | Stock | 7,500 | $111.3 萬 | 0.7% | +1,369+22.3% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 9,979 | $107.0 萬 | 0.7% | +9+0.1% | 加碼 | – |
| HSYHershey Co | COM | 4,812 | $106.1 萬 | 0.7% | +44+0.9% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 4,850 | $104.3 萬 | 0.7% | +4,850 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,263 | $100.3 萬 | 0.7% | +1,993+31.8% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 43,450 | $98.9 萬 | 0.7% | +31,684+269.3% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 12,929 | $94.9 萬 | 0.6% | +18+0.1% | 加碼 | – |
| WMTWalmart Inc. | Stock | 7,213 | $93.6 萬 | 0.6% | +321+4.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 5,643 | $92.6 萬 | 0.6% | +15+0.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,039 | $86.5 萬 | 0.6% | +1,760+21.3% | 加碼 | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 39,393 | $85.8 萬 | 0.6% | +39,393 | 新進 | – |
| HDHome Depot, Inc. | Stock | 3,065 | $84.6 萬 | 0.6% | +1,364+80.2% | 加碼 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 18,852 | $84.4 萬 | 0.6% | +859+4.8% | 加碼 | – |
| JBHTHunt J B Transport Services Inc | COM | 5,338 | $83.5 萬 | 0.6% | +60+1.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,146 | $83.4 萬 | 0.6% | −250−7.4% | 減碼依 3 比 1 拆股換算 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 11,804 | $79.1 萬 | 0.5% | −1,288−9.8% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 20,455 | $78.8 萬 | 0.5% | +15,075+280.2% | 加碼 | – |
| HRLHormel Foods Corp | COM | 17,327 | $78.7 萬 | 0.5% | −162−0.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,665 | $78.6 萬 | 0.5% | +868+108.9% | 加碼 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 12,149 | $78.3 萬 | 0.5% | −867−6.7% | 減碼 | – |
| ORCLOracle Corp | Stock | 12,523 | $76.5 萬 | 0.5% | +159+1.3% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 11,911 | $74.0 萬 | 0.5% | +2,447+25.9% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 9,586 | $71.1 萬 | 0.5% | −2,224−18.8% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 2,192 | $70.9 萬 | 0.5% | −8−0.4% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,840 | $70.0 萬 | 0.5% | +4,363+79.7% | 加碼 | 歷史 |
| BABoeing Co | Stock | 5,756 | $69.7 萬 | 0.5% | +1,624+39.3% | 加碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 10,750 | $67.8 萬 | 0.5% | +250+2.4% | 加碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 4,907 | $67.4 萬 | 0.4% | +219+4.7% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 6,213 | $67.1 萬 | 0.4% | +89+1.5% | 加碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 5,254 | $66.3 萬 | 0.4% | +362+7.4% | 加碼 | – |
| CVXChevron Corp | Stock | 4,584 | $65.9 萬 | 0.4% | +1,060+30.1% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,842 | $64.1 萬 | 0.4% | +57+1.5% | 加碼 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 16,497 | $62.1 萬 | 0.4% | +900+5.8% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 14,836 | $59.3 萬 | 0.4% | +494+3.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 7,041 | $57.6 萬 | 0.4% | +2,184+45.0% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 10,389 | $57.6 萬 | 0.4% | +619+6.3% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 4,250 | $57.0 萬 | 0.4% | +363+9.3% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 7,657 | $55.6 萬 | 0.4% | +7,657 | 新進 | – |
| AMATApplied Materials Inc | Stock | 6,762 | $55.4 萬 | 0.4% | +3,762+125.4% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 13,074 | $54.5 萬 | 0.4% | +1,211+10.2% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 5,664 | $54.0 萬 | 0.4% | −904−13.8% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 5,515 | $52.3 萬 | 0.3% | +260+4.9% | 加碼 | – |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 10,613 | $52.2 萬 | 0.3% | +12+0.1% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 5,378 | $52.0 萬 | 0.3% | +5,378 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,170 | $51.2 萬 | 0.3% | +170+2.8% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 7,078 | $50.4 萬 | 0.3% | −366−4.9% | 減碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 10,704 | $48.5 萬 | 0.3% | +10,704 | 新進 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 13,253 | $48.4 萬 | 0.3% | +13,253 | 新進 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,976 | $47.9 萬 | 0.3% | +555+12.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,781 | $47.6 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| HLNHaleon plc | ADR | 78,147 | $47.6 萬 | 0.3% | +78,147 | 新進 | 歷史 |
| VMCVulcan Materials CO | COM | 3,000 | $47.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 11,050 | $46.8 萬 | 0.3% | +11,050 | 新進 | – |
| FFord Motor Co | Stock | 41,627 | $46.6 萬 | 0.3% | +6,072+17.1% | 加碼 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 7,411 | $46.6 萬 | 0.3% | +7,411 | 新進 | – |
| INTCIntel Corp | Stock | 18,041 | $46.5 萬 | 0.3% | +1,378+8.3% | 加碼 | 歷史 |
| iShares Tr46436E619 | ESG ADVAN ETF | 10,966 | $45.9 萬 | 0.3% | +10,966 | 新進 | – |
| ADIAnalog Devices Inc | Stock | 3,288 | $45.8 萬 | 0.3% | +3,288 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 5,326 | $45.8 萬 | 0.3% | +33+0.6% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 8,317 | $45.6 萬 | 0.3% | +118+1.4% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,357 | $45.3 萬 | 0.3% | +1,357 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 4,236 | $43.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 2,407 | $42.8 萬 | 0.3% | +2,407 | 新進 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,811 | $41.6 萬 | 0.3% | −264−12.7% | 減碼 | 歷史 |
2022 年第 2 季之後清倉（4 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。