Tempus Wealth Planning, LLC
- SEC CIK
- 0001806428
- 最新申報
- 2026/7/22
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/10 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 181
- 較 2022 年第 3 季 +2
- 總值
- $1.65 億
- 較 2022 年第 3 季 +$1,465 萬 (+9.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GEGeneral Electric Co | Stock | 90,715 | $760.1 萬 | 4.6% | −1,656−1.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 25,579 | $613.4 萬 | 3.7% | −670−2.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 41,824 | $543.4 萬 | 3.3% | −2,202−5.0% | 減碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 186,240 | $538.0 萬 | 3.3% | −12,622−6.3% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 12,074 | $463.9 萬 | 2.8% | +371+3.2% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 96,860 | $458.0 萬 | 2.8% | +40,024+70.4% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 82,993 | $415.3 萬 | 2.5% | −69,126−45.4% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 24,824 | $377.0 萬 | 2.3% | +10,118+68.8% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 67,811 | $309.6 萬 | 1.9% | +57,107+533.5% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 15,351 | $271.2 萬 | 1.6% | +26+0.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,553 | $270.1 萬 | 1.6% | +112+2.1% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 57,529 | $259.7 萬 | 1.6% | +46,479+420.6% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 95,883 | $241.0 萬 | 1.5% | +472+0.5% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 26,092 | $221.1 萬 | 1.3% | −2,538−8.9% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,702 | $205.1 萬 | 1.2% | −1,606−17.3% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 33,556 | $199.9 萬 | 1.2% | −2,158−6.0% | 減碼 | – |
| PFEPfizer Inc | Stock | 38,079 | $195.1 萬 | 1.2% | −4,001−9.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,306 | $191.8 萬 | 1.2% | −1,798−11.2% | 減碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 63,473 | $188.5 萬 | 1.1% | −2,163−3.3% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 55,943 | $184.4 萬 | 1.1% | −994−1.7% | 減碼 | – |
| BACBank of America Corp | Stock | 55,589 | $184.1 萬 | 1.1% | +332+0.6% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 53,884 | $173.6 萬 | 1.1% | +41,940+351.1% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 9,366 | $169.2 萬 | 1.0% | −30.0% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 42,116 | $165.9 萬 | 1.0% | +7,809+22.8% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,137 | $155.6 萬 | 0.9% | −1,503−15.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,026 | $154.0 萬 | 0.9% | −96−2.3% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 22,749 | $145.4 萬 | 0.9% | −90−0.4% | 減碼 | – |
| AMGNAmgen Inc | Stock | 4,995 | $131.2 萬 | 0.8% | −211−4.1% | 減碼 | 歷史 |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 47,049 | $130.4 萬 | 0.8% | −17,696−27.3% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 28,414 | $127.7 萬 | 0.8% | −140.0% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 23,840 | $127.4 萬 | 0.8% | +17,299+264.5% | 加碼 | – |
| CATCaterpillar Inc | Stock | 5,300 | $127.0 萬 | 0.8% | −343−6.1% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 4,850 | $124.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 10,230 | $123.4 萬 | 0.7% | +251+2.5% | 加碼 | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 59,789 | $122.9 萬 | 0.7% | −19,532−24.6% | 減碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 46,752 | $120.4 萬 | 0.7% | −28,695−38.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 8,217 | $120.1 萬 | 0.7% | −46−0.6% | 減碼 | 歷史 |
| HSYHershey Co | COM | 5,126 | $118.7 萬 | 0.7% | +314+6.5% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 7,825 | $116.6 萬 | 0.7% | +325+4.3% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 7,299 | $114.5 萬 | 0.7% | −228−3.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,198 | $113.1 萬 | 0.7% | +159+1.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 13,080 | $109.9 萬 | 0.7% | +429+3.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 12,559 | $109.1 萬 | 0.7% | +61+0.5% | 加碼 | 歷史 |
| BABoeing Co | Stock | 5,713 | $108.8 萬 | 0.7% | −43−0.7% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 18,309 | $104.4 萬 | 0.6% | −4,770−20.7% | 減碼 | – |
| WMTWalmart Inc. | Stock | 7,241 | $102.7 萬 | 0.6% | +28+0.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 12,523 | $102.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 11,565 | $102.0 萬 | 0.6% | −1,027−8.2% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 13,338 | $99.4 萬 | 0.6% | +409+3.2% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 17,803 | $98.9 萬 | 0.6% | +13,004+271.0% | 加碼 | – |
| CVXChevron Corp | Stock | 5,479 | $98.3 萬 | 0.6% | +895+19.5% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 13,654 | $98.0 萬 | 0.6% | +1,850+15.7% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 20,000 | $96.5 萬 | 0.6% | −5,486−21.5% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 21,022 | $96.4 萬 | 0.6% | +567+2.8% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 41,149 | $93.5 萬 | 0.6% | −2,301−5.3% | 減碼 | – |
| JBHTHunt J B Transport Services Inc | COM | 5,338 | $93.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,939 | $92.8 萬 | 0.6% | −126−4.1% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 11,305 | $90.0 萬 | 0.5% | −606−5.1% | 減碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 10,700 | $88.2 萬 | 0.5% | −50−0.5% | 減碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 5,203 | $82.4 萬 | 0.5% | +296+6.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,842 | $82.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 11,445 | $81.9 萬 | 0.5% | −704−5.8% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 2,192 | $80.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HRLHormel Foods Corp | COM | 17,355 | $79.1 萬 | 0.5% | +28+0.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 9,141 | $78.2 萬 | 0.5% | −445−4.6% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 16,028 | $76.4 萬 | 0.5% | +1,192+8.0% | 加碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 25,735 | $74.8 萬 | 0.5% | +25,735 | 新進 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 25,692 | $74.6 萬 | 0.5% | +25,692 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 4,599 | $74.3 萬 | 0.5% | +349+8.2% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 6,164 | $73.3 萬 | 0.4% | −49−0.8% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 7,348 | $73.2 萬 | 0.4% | +7,348 | 新進 | – |
| PIMCO ETF Tr72201R882 | 25YR+ ZERO U S | 8,375 | $73.1 萬 | 0.4% | +8,375 | 新進 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 9,711 | $71.5 萬 | 0.4% | +9,711 | 新進 | – |
| RTXRTX Corp | Stock | 6,771 | $68.3 萬 | 0.4% | −270−3.8% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 19,331 | $67.9 萬 | 0.4% | +19,331 | 新進 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 35,180 | $67.9 萬 | 0.4% | +35,180 | 新進 | – |
| BMYBristol Myers Squibb Co | Stock | 9,388 | $67.5 萬 | 0.4% | −452−4.6% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 6,762 | $65.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 7,741 | $64.8 萬 | 0.4% | +84+1.1% | 加碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 5,215 | $64.2 萬 | 0.4% | −39−0.7% | 減碼 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 13,421 | $63.3 萬 | 0.4% | −5,431−28.8% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 6,170 | $62.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,354 | $61.8 萬 | 0.4% | −311−18.7% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 6,465 | $60.2 萬 | 0.4% | +801+14.1% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 9,864 | $58.9 萬 | 0.4% | −525−5.1% | 減碼 | – |
| CCitigroup Inc | Stock | 12,834 | $58.0 萬 | 0.4% | −240−1.8% | 減碼 | 歷史 |
| HLNHaleon plc | ADR | 70,799 | $56.6 萬 | 0.3% | −7,348−9.4% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 6,816 | $56.5 萬 | 0.3% | −262−3.7% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 8,360 | $55.7 萬 | 0.3% | +43+0.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,781 | $55.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 5,038 | $54.5 萬 | 0.3% | −477−8.6% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 5,831 | $54.1 萬 | 0.3% | −8,092−58.1% | 減碼 | – |
| VMCVulcan Materials CO | COM | 3,000 | $52.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 4,236 | $50.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 18,794 | $49.7 萬 | 0.3% | +753+4.2% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,087 | $49.3 萬 | 0.3% | +111+2.2% | 加碼 | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 9,545 | $47.8 萬 | 0.3% | +2,043+27.2% | 加碼 | – |
| FFord Motor Co | Stock | 40,627 | $47.2 萬 | 0.3% | −1,000−2.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,080 | $46.7 萬 | 0.3% | +370+13.7% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 25,259 | $46.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
2022 年第 3 季之後清倉（24 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 13,253 | $48.4 萬 | 0.3% | – |
| DEDeere & Co | Stock | 1,357 | $45.3 萬 | 0.3% | 歷史 |
| TELTE Connectivity plc | REG SHS | 3,609 | $39.8 萬 | 0.3% | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 11,578 | $37.8 萬 | 0.3% | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 10,238 | $37.5 萬 | 0.3% | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 11,684 | $35.4 萬 | 0.2% | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,628 | $34.8 萬 | 0.2% | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 13,409 | $31.9 萬 | 0.2% | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 4,410 | $31.7 萬 | 0.2% | – |
| TTETotalEnergies SE | SPONSORED ADS | 6,532 | $30.4 萬 | 0.2% | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,072 | $27.6 萬 | 0.2% | – |
| SPGSimon Property Group Inc. | REIT | 3,029 | $27.2 萬 | 0.2% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,780 | $25.9 萬 | 0.2% | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,548 | $25.5 萬 | 0.2% | – |
| SCHWSchwab Charles Corp | Stock | 3,409 | $24.5 萬 | 0.2% | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 6,589 | $23.5 萬 | 0.2% | – |
| SYYSysco Corp | Stock | 3,159 | $22.3 萬 | 0.1% | 歷史 |
| Atlantica Sustainable Infr PG0751N103 | SHS | 8,316 | $21.9 萬 | 0.1% | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 4,303 | $21.2 萬 | 0.1% | – |
| CTLTCatalent, Inc. | COM | 2,927 | $21.2 萬 | 0.1% | 歷史 |
| BBYBest Buy Co Inc | Stock | 3,282 | $20.8 萬 | 0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C649 | VNG RUS2000VAL | 1,839 | $20.8 萬 | 0.1% | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 5,185 | $20.4 萬 | 0.1% | – |
| CCDCalamos Dynamic Convertible & Income Fund | COM | 10,116 | $20.3 萬 | 0.1% | 歷史 |