Tempus Wealth Planning, LLC
- SEC CIK
- 0001806428
- 最新申報
- 2026/7/22
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/21 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 185
- 較 2023 年第 1 季 +8
- 總值
- $2.22 億
- 較 2023 年第 1 季 +$1,704 萬 (+8.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46434V878 | ULTRA SHORT DUR | 331,143 | $1,666 萬 | 7.5% | −308,770−48.3% | 減碼 | – |
| GEGeneral Electric Co | Stock | 92,845 | $1,020 萬 | 4.6% | +2,016+2.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 24,322 | $828.3 萬 | 3.7% | −1,038−4.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 41,329 | $801.7 萬 | 3.6% | +300+0.7% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 13,204 | $588.5 萬 | 2.7% | +315+2.4% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 102,148 | $556.1 萬 | 2.5% | +1,354+1.3% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 26,980 | $438.2 萬 | 2.0% | +747+2.8% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 92,810 | $428.4 萬 | 1.9% | +7,217+8.4% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 155,731 | $395.1 萬 | 1.8% | +48,713+45.5% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 75,101 | $393.3 萬 | 1.8% | +5,416+7.8% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 133,857 | $385.4 萬 | 1.7% | −58,847−30.5% | 減碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 34,827 | $320.5 萬 | 1.4% | +32,442+1,360.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 7,259 | $307.1 萬 | 1.4% | −333−4.4% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,463 | $275.7 萬 | 1.2% | −188−2.5% | 減碼 | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 95,174 | $270.1 萬 | 1.2% | +46,803+96.8% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 25,341 | $268.8 萬 | 1.2% | +21,823+620.3% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 15,531 | $257.1 萬 | 1.2% | −15−0.1% | 減碼 | 歷史 |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 120,825 | $255.7 萬 | 1.2% | +60,130+99.1% | 加碼 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 31,027 | $252.1 萬 | 1.1% | +821+2.7% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,475 | $252.1 萬 | 1.1% | −43−0.8% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 69,095 | $246.3 萬 | 1.1% | +4,960+7.7% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 23,337 | $227.4 萬 | 1.0% | −2,490−9.6% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 64,524 | $210.0 萬 | 0.9% | −645−1.0% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 29,733 | $209.6 萬 | 0.9% | +29,733 | 新進 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 15,055 | $208.3 萬 | 0.9% | +15,055 | 新進 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 31,642 | $200.0 萬 | 0.9% | −56−0.2% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 57,979 | $199.3 萬 | 0.9% | +709+1.2% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 26,212 | $196.5 萬 | 0.9% | +2,294+9.6% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 20,098 | $194.2 萬 | 0.9% | +20,098 | 新進 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 33,627 | $193.6 萬 | 0.9% | +3,195+10.5% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 56,563 | $185.8 萬 | 0.8% | +56,563 | 新進 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 39,994 | $185.5 萬 | 0.8% | +39,994 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,151 | $184.0 萬 | 0.8% | −19−0.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 12,492 | $181.7 萬 | 0.8% | −312−2.4% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,072 | $177.8 萬 | 0.8% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 14,377 | $171.2 萬 | 0.8% | +390+2.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 45,112 | $167.8 萬 | 0.8% | +1,452+3.3% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 15,399 | $167.6 萬 | 0.8% | +558+3.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 12,337 | $160.8 萬 | 0.7% | +431+3.6% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 4,850 | $159.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 55,528 | $159.3 萬 | 0.7% | −160.0% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 20,148 | $151.3 萬 | 0.7% | +20,148 | 新進 | – |
| NNOXNano-X Imaging Ltd. | ORD SHS | 97,235 | $150.6 萬 | 0.7% | +84,509+664.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 23,763 | $149.3 萬 | 0.7% | +1,305+5.8% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 30,348 | $138.0 萬 | 0.6% | +1,741+6.1% | 加碼 | – |
| CATCaterpillar Inc | Stock | 5,300 | $130.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,985 | $129.4 萬 | 0.6% | −2,118−23.3% | 減碼 | 歷史 |
| iShares Tr464288604 | MRGSTR SM CP GR | 30,566 | $126.6 萬 | 0.6% | +30,566 | 新進 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 40,733 | $121.8 萬 | 0.5% | +13,000+46.9% | 加碼 | – |
| HSYHershey Co | COM | 4,849 | $121.1 萬 | 0.5% | −8−0.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 9,909 | $118.6 萬 | 0.5% | +20.0% | 加碼 | 歷史 |
| BABoeing Co | Stock | 5,601 | $118.3 萬 | 0.5% | −40−0.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,497 | $117.8 萬 | 0.5% | +268+3.7% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 10,370 | $117.5 萬 | 0.5% | −10−0.1% | 減碼 | – |
| WMWaste Management Inc | Stock | 6,767 | $117.4 萬 | 0.5% | −21−0.3% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 5,218 | $115.8 萬 | 0.5% | +175+3.5% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 13,640 | $114.8 萬 | 0.5% | +282+2.1% | 加碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 35,230 | $113.8 萬 | 0.5% | +3,006+9.3% | 加碼 | – |
| WYNNWynn Resorts Ltd | COM | 10,375 | $109.6 萬 | 0.5% | −25−0.2% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 12,176 | $108.7 萬 | 0.5% | +77+0.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,372 | $108.1 萬 | 0.5% | −216−2.3% | 減碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 45,199 | $106.0 萬 | 0.5% | +45,199 | 新進 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 21,541 | $105.4 萬 | 0.5% | −931−4.1% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 20,086 | $103.9 萬 | 0.5% | +676+3.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,209 | $103.6 萬 | 0.5% | +25+1.1% | 加碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 5,582 | $101.1 萬 | 0.5% | +312+5.9% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 15,085 | $100.6 萬 | 0.5% | +15,085 | 新進 | – |
| PFEPfizer Inc | Stock | 27,295 | $100.1 萬 | 0.5% | −9,850−26.5% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 7,547 | $99.5 萬 | 0.4% | +131+1.8% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 6,762 | $97.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 48,121 | $94.0 萬 | 0.4% | +4,291+9.8% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,465 | $90.7 萬 | 0.4% | +440+14.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 10,475 | $88.8 萬 | 0.4% | +554+5.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,842 | $88.3 萬 | 0.4% | −75−2.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 5,554 | $87.4 萬 | 0.4% | −235−4.1% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 37,501 | $85.9 萬 | 0.4% | −52−0.1% | 減碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 12,059 | $84.7 萬 | 0.4% | +661+5.8% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 8,880 | $84.7 萬 | 0.4% | +704+8.6% | 加碼 | – |
| HONHoneywell International Inc | COM | 4,019 | $83.4 萬 | 0.4% | +205+5.4% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 9,181 | $82.1 萬 | 0.4% | +316+3.6% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 16,597 | $79.8 萬 | 0.4% | +34+0.2% | 加碼 | – |
| CNICanadian National Railway Co | Stock | 6,440 | $78.0 萬 | 0.4% | +361+5.9% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 10,302 | $68.3 萬 | 0.3% | +361+3.6% | 加碼 | – |
| HRLHormel Foods Corp | COM | 16,981 | $68.3 萬 | 0.3% | −248−1.4% | 減碼 | 歷史 |
| VMCVulcan Materials CO | COM | 3,000 | $67.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 6,822 | $66.8 萬 | 0.3% | +63+0.9% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 6,369 | $66.1 萬 | 0.3% | −150−2.3% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 43,304 | $65.5 萬 | 0.3% | +806+1.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,194 | $64.3 萬 | 0.3% | −34−2.8% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 14,655 | $64.2 萬 | 0.3% | +924+6.7% | 加碼 | – |
| INTCIntel Corp | Stock | 19,158 | $64.1 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,650 | $62.6 萬 | 0.3% | −175−3.6% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 7,154 | $62.4 萬 | 0.3% | +434+6.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,122 | $60.9 萬 | 0.3% | −6−0.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,781 | $60.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 8,199 | $59.8 萬 | 0.3% | −161−1.9% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,012 | $58.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 11,547 | $58.5 萬 | 0.3% | +541+4.9% | 加碼 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 11,271 | $58.0 萬 | 0.3% | −288−2.5% | 減碼 | – |
| CVSCVS Health Corp | Stock | 8,198 | $56.7 萬 | 0.3% | +466+6.0% | 加碼 | 歷史 |
2023 年第 1 季之後清倉（11 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 18,712 | $106.8 萬 | 0.5% | – |
| IAUiShares Gold Trust | ETF | 22,086 | $82.5 萬 | 0.4% | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 10,904 | $82.4 萬 | 0.4% | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 4,567 | $24.9 萬 | 0.1% | – |
| QCOMQualcomm Inc | Stock | 1,832 | $23.4 萬 | 0.1% | 歷史 |
| VLOValero Energy Corp | Stock | 1,591 | $22.2 萬 | 0.1% | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 929 | $21.3 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 3,997 | $20.9 萬 | 0.1% | – |
| UPSUnited Parcel Service Inc | Stock | 1,073 | $20.8 萬 | 0.1% | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 3,087 | $20.2 萬 | 0.1% | – |
| NCVVirtus Convertible & Income Fund | COM | 14,618 | $4.91 萬 | <0.1% | 歷史 |