Tempus Wealth Planning, LLC
- SEC CIK
- 0001806428
- 最新申報
- 2026/7/22
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/8 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 177
- 較 2022 年第 4 季 −4
- 總值
- $2.05 億
- 較 2022 年第 4 季 +$3,998 萬 (+24.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46434V878 | ULTRA SHORT DUR | 639,913 | $3,216 萬 | 15.7% | +556,920+671.0% | 加碼 | – |
| GEGeneral Electric Co | Stock | 90,829 | $868.3 萬 | 4.2% | +114+0.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 25,360 | $731.1 萬 | 3.6% | −219−0.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 41,029 | $676.6 萬 | 3.3% | −795−1.9% | 減碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 192,704 | $563.3 萬 | 2.8% | +6,464+3.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 12,889 | $529.8 萬 | 2.6% | +815+6.8% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 100,794 | $508.3 萬 | 2.5% | +3,934+4.1% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 26,233 | $404.0 萬 | 2.0% | +1,409+5.7% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 85,593 | $401.5 萬 | 2.0% | +17,782+26.2% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 69,685 | $337.1 萬 | 1.6% | +12,156+21.1% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 107,018 | $276.0 萬 | 1.3% | +11,135+11.6% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 5,518 | $260.9 萬 | 1.3% | −35−0.6% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 30,206 | $247.8 萬 | 1.2% | +30,206 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,651 | $245.5 萬 | 1.2% | −51−0.7% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 15,546 | $241.0 萬 | 1.2% | +195+1.3% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 25,827 | $233.6 萬 | 1.1% | −265−1.0% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 64,135 | $223.2 萬 | 1.1% | +10,251+19.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 7,592 | $210.9 萬 | 1.0% | −625−7.6% | 減碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 65,169 | $209.3 萬 | 1.0% | +1,696+2.7% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 31,698 | $196.4 萬 | 1.0% | −1,858−5.5% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 57,270 | $195.5 萬 | 1.0% | +1,327+2.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,170 | $170.7 萬 | 0.8% | +144+3.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 43,660 | $169.8 萬 | 0.8% | +1,544+3.7% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 30,432 | $167.1 萬 | 0.8% | +6,592+27.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 12,804 | $166.8 萬 | 0.8% | −1,502−10.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 9,103 | $165.9 萬 | 0.8% | −263−2.8% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,072 | $164.7 萬 | 0.8% | −65−0.8% | 減碼 | – |
| BACBank of America Corp | Stock | 55,544 | $158.9 萬 | 0.8% | −45−0.1% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 23,918 | $155.9 萬 | 0.8% | +6,115+34.3% | 加碼 | – |
| PFEPfizer Inc | Stock | 37,145 | $151.6 萬 | 0.7% | −934−2.5% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 4,850 | $142.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 22,458 | $140.1 萬 | 0.7% | −291−1.3% | 減碼 | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 48,371 | $138.1 萬 | 0.7% | +1,322+2.8% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 14,841 | $137.7 萬 | 0.7% | +1,503+11.3% | 加碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 50,457 | $134.6 萬 | 0.7% | +3,705+7.9% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 28,607 | $132.0 萬 | 0.6% | +193+0.7% | 加碼 | – |
| ORCLOracle Corp | Stock | 13,987 | $130.0 萬 | 0.6% | +1,464+11.7% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 60,695 | $128.8 萬 | 0.6% | +906+1.5% | 加碼 | – |
| HSYHershey Co | COM | 4,857 | $123.6 萬 | 0.6% | −269−5.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 11,906 | $123.0 萬 | 0.6% | −1,174−9.0% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 7,416 | $122.8 萬 | 0.6% | −409−5.2% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 5,043 | $121.9 萬 | 0.6% | +48+1.0% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 10,380 | $121.6 萬 | 0.6% | +150+1.5% | 加碼 | – |
| CATCaterpillar Inc | Stock | 5,300 | $121.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 12,099 | $121.1 萬 | 0.6% | −460−3.7% | 減碼 | 歷史 |
| BABoeing Co | Stock | 5,641 | $119.8 萬 | 0.6% | −72−1.3% | 減碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 10,400 | $116.4 萬 | 0.6% | −300−2.8% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 6,788 | $110.8 萬 | 0.5% | −511−7.0% | 減碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 22,472 | $109.1 萬 | 0.5% | +1,450+6.9% | 加碼 | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 18,712 | $106.8 萬 | 0.5% | +403+2.2% | 加碼 | – |
| WMTWalmart Inc. | Stock | 7,229 | $106.6 萬 | 0.5% | −12−0.2% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 13,358 | $104.2 萬 | 0.5% | −296−2.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 9,907 | $102.8 萬 | 0.5% | −1,658−14.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,588 | $102.0 萬 | 0.5% | −610−6.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 19,410 | $101.5 萬 | 0.5% | +3,382+21.1% | 加碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 32,224 | $100.8 萬 | 0.5% | +6,489+25.2% | 加碼 | – |
| CVXChevron Corp | Stock | 5,789 | $94.5 萬 | 0.5% | +310+5.7% | 加碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 5,270 | $92.5 萬 | 0.5% | −68−1.3% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 37,553 | $87.8 萬 | 0.4% | −3,596−8.7% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 2,917 | $86.1 萬 | 0.4% | −22−0.7% | 減碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 27,733 | $85.6 萬 | 0.4% | +2,041+7.9% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 43,830 | $85.5 萬 | 0.4% | +8,650+24.6% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 6,762 | $83.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 22,086 | $82.5 萬 | 0.4% | +22,086 | 新進 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 10,904 | $82.4 萬 | 0.4% | +1,193+12.3% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 16,563 | $80.8 萬 | 0.4% | −3,437−17.2% | 減碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 11,398 | $80.6 萬 | 0.4% | −47−0.4% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 9,921 | $77.7 萬 | 0.4% | −1,384−12.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,825 | $76.9 萬 | 0.4% | +226+4.9% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 8,176 | $76.6 萬 | 0.4% | +435+5.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 8,865 | $75.4 萬 | 0.4% | −276−3.0% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 2,184 | $75.0 萬 | 0.4% | −8−0.4% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,814 | $72.9 萬 | 0.4% | −28−0.7% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 6,079 | $71.7 萬 | 0.4% | −85−1.4% | 減碼 | 歷史 |
| HRLHormel Foods Corp | COM | 17,229 | $68.7 萬 | 0.3% | −126−0.7% | 減碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 4,352 | $68.5 萬 | 0.3% | −851−16.4% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 19,245 | $68.5 萬 | 0.3% | −86−0.4% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 6,759 | $66.2 萬 | 0.3% | −12−0.2% | 減碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 9,941 | $63.2 萬 | 0.3% | +77+0.8% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,025 | $62.8 萬 | 0.3% | −647−17.6% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 19,156 | $62.6 萬 | 0.3% | +362+1.9% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 13,101 | $61.4 萬 | 0.3% | +267+2.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,228 | $61.0 萬 | 0.3% | −126−9.3% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,012 | $58.5 萬 | 0.3% | −158−2.6% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 8,360 | $58.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 11,559 | $57.8 萬 | 0.3% | −1,862−13.9% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 13,731 | $57.6 萬 | 0.3% | +2,274+19.8% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 8,298 | $57.5 萬 | 0.3% | −1,090−11.6% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 7,732 | $57.5 萬 | 0.3% | +1,267+19.6% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 11,006 | $56.1 萬 | 0.3% | +1,461+15.3% | 加碼 | – |
| MKCMcCormick & Co Inc | Stock | 6,720 | $55.9 萬 | 0.3% | −96−1.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,781 | $55.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 42,498 | $53.5 萬 | 0.3% | +1,871+4.6% | 加碼 | 歷史 |
| HLNHaleon plc | ADR | 63,637 | $51.8 萬 | 0.3% | −7,162−10.1% | 減碼 | 歷史 |
| VMCVulcan Materials CO | COM | 3,000 | $51.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,053 | $50.3 萬 | 0.2% | −34−0.7% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 3,377 | $50.2 萬 | 0.2% | +297+9.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 24,041 | $46.3 萬 | 0.2% | −1,218−4.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,128 | $45.1 萬 | 0.2% | −1,344−38.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,037 | $44.3 萬 | 0.2% | +200+5.2% | 加碼 | 歷史 |
2022 年第 4 季之後清倉（20 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287432 | 20 YR TR BD ETF | 7,348 | $73.2 萬 | 0.4% | – |
| PIMCO ETF Tr72201R882 | 25YR+ ZERO U S | 8,375 | $73.1 萬 | 0.4% | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 31,475 | $35.2 萬 | 0.2% | – |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 20,140 | $33.7 萬 | 0.2% | – |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 20,000 | $28.8 萬 | 0.2% | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 8,375 | $27.5 萬 | 0.2% | – |
| ADIAnalog Devices Inc | Stock | 1,562 | $25.6 萬 | 0.2% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 471 | $25.0 萬 | 0.2% | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 532 | $25.0 萬 | 0.2% | 歷史 |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 6,004 | $24.9 萬 | 0.2% | – |
| METMetlife Inc | Stock | 3,443 | $24.9 萬 | 0.2% | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,312 | $24.1 萬 | 0.1% | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 7,774 | $23.4 萬 | 0.1% | – |
| PXDPioneer Natural Resources Co | COM | 1,009 | $23.0 萬 | 0.1% | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,898 | $21.8 萬 | 0.1% | – |
| BLKBlackRock, Inc. | COM | 305 | $21.6 萬 | 0.1% | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,381 | $21.0 萬 | 0.1% | 歷史 |
| iShares Tr46436E767 | ESG MSCI USA ETF | 6,827 | $20.9 萬 | 0.1% | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 7,486 | $20.2 萬 | 0.1% | – |
| WFCWells Fargo & Company | Stock | 4,873 | $20.1 萬 | 0.1% | 歷史 |