Tempus Wealth Planning, LLC
- SEC CIK
- 0001806428
- 最新申報
- 2026/7/22
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/1 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 167
- 較 2023 年第 2 季 −18
- 總值
- $1.99 億
- 較 2023 年第 2 季 −$2,217 萬 (−10.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46434V878 | ULTRA SHORT DUR | 695,089 | $3,502 萬 | 17.6% | +363,946+109.9% | 加碼 | – |
| GEGeneral Electric Co | Stock | 91,981 | $1,017 萬 | 5.1% | −864−0.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 39,993 | $684.7 萬 | 3.4% | −1,336−3.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 20,805 | $656.9 萬 | 3.3% | −3,517−14.5% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 13,210 | $567.3 萬 | 2.8% | +60.0% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 102,421 | $537.6 萬 | 2.7% | +273+0.3% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 27,066 | $420.6 萬 | 2.1% | +86+0.3% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 134,218 | $385.5 萬 | 1.9% | +361+0.3% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 157,337 | $383.0 萬 | 1.9% | +1,606+1.0% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 75,547 | $382.3 萬 | 1.9% | +446+0.6% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 86,132 | $381.0 萬 | 1.9% | −6,678−7.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 7,055 | $306.9 萬 | 1.5% | −204−2.8% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,700 | $275.9 萬 | 1.4% | +237+3.2% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 69,555 | $236.2 萬 | 1.2% | +460+0.7% | 加碼 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 30,777 | $209.4 萬 | 1.0% | −250−0.8% | 減碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 64,487 | $200.0 萬 | 1.0% | −37−0.1% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 31,494 | $194.9 萬 | 1.0% | −148−0.5% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 57,852 | $194.2 萬 | 1.0% | −127−0.2% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 26,390 | $191.9 萬 | 1.0% | +178+0.7% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 20,396 | $191.5 萬 | 1.0% | −2,941−12.6% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 33,899 | $189.7 萬 | 1.0% | +272+0.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,350 | $185.9 萬 | 0.9% | +199+4.8% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 55,187 | $180.0 萬 | 0.9% | −1,376−2.4% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,072 | $171.5 萬 | 0.9% | 00.0% | 不變 | – |
| iShares Tr464287721 | U.S. TECH ETF | 15,333 | $160.9 萬 | 0.8% | −66−0.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 12,328 | $156.7 萬 | 0.8% | −9−0.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 10,984 | $143.7 萬 | 0.7% | +1,075+10.8% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 32,167 | $140.6 萬 | 0.7% | +1,819+6.0% | 加碼 | – |
| AMGNAmgen Inc | Stock | 5,215 | $140.2 萬 | 0.7% | −3−0.1% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 23,763 | $139.7 萬 | 0.7% | 00.0% | 不變 | – |
| ROKRockwell Automation, Inc | Stock | 4,850 | $138.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 48,657 | $132.0 萬 | 0.7% | −46,517−48.9% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 9,060 | $131.4 萬 | 0.7% | −3,432−27.5% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 12,220 | $129.4 萬 | 0.6% | −2,157−15.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,219 | $128.0 萬 | 0.6% | −7,312−47.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,960 | $124.1 萬 | 0.6% | +1,495+43.1% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 61,282 | $121.5 萬 | 0.6% | −59,543−49.3% | 減碼 | – |
| WMTWalmart Inc. | Stock | 7,528 | $120.4 萬 | 0.6% | +31+0.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 37,007 | $119.9 萬 | 0.6% | −8,105−18.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,224 | $119.5 萬 | 0.6% | +15+0.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,015 | $118.9 萬 | 0.6% | +30+0.4% | 加碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 35,505 | $112.4 萬 | 0.6% | +275+0.8% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 10,360 | $111.5 萬 | 0.6% | −10−0.1% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 13,545 | $110.3 萬 | 0.6% | −95−0.7% | 減碼 | – |
| TGTTarget Corp | Stock | 9,835 | $108.7 萬 | 0.5% | +2,288+30.3% | 加碼 | 歷史 |
| BABoeing Co | Stock | 5,668 | $108.6 萬 | 0.5% | +67+1.2% | 加碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 41,113 | $107.5 萬 | 0.5% | +380+0.9% | 加碼 | – |
| JBHTHunt J B Transport Services Inc | COM | 5,552 | $104.7 萬 | 0.5% | −30−0.5% | 減碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 21,077 | $103.1 萬 | 0.5% | −464−2.2% | 減碼 | – |
| DISWalt Disney Co | Stock | 12,722 | $103.1 萬 | 0.5% | +546+4.5% | 加碼 | 歷史 |
| DKNGDraftKings Inc. | Stock | 34,384 | $101.2 萬 | 0.5% | +34,384 | 新進 | 歷史 |
| HSYHershey Co | COM | 4,793 | $95.9 萬 | 0.5% | −56−1.2% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 14,947 | $94.9 萬 | 0.5% | −138−0.9% | 減碼 | – |
| WYNNWynn Resorts Ltd | COM | 10,109 | $93.4 萬 | 0.5% | −266−2.6% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 10,331 | $91.8 萬 | 0.5% | −144−1.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 17,026 | $91.5 萬 | 0.5% | −3,060−15.2% | 減碼 | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 58,719 | $87.8 萬 | 0.4% | +43,844+294.7% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 48,510 | $86.1 萬 | 0.4% | +389+0.8% | 加碼 | – |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 50,000 | $84.0 萬 | 0.4% | +50,000 | 新進 | – |
| BACBank of America Corp | Stock | 30,656 | $83.9 萬 | 0.4% | −24,872−44.8% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 14,865 | $82.8 萬 | 0.4% | +14,865 | 新進 | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 9,077 | $81.7 萬 | 0.4% | −104−1.1% | 減碼 | – |
| ENBEnbridge Inc | Stock | 24,064 | $79.9 萬 | 0.4% | +24,064 | 新進 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 11,949 | $79.7 萬 | 0.4% | −110−0.9% | 減碼 | – |
| WMWaste Management Inc | Stock | 4,967 | $75.7 萬 | 0.4% | −1,800−26.6% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 8,731 | $75.3 萬 | 0.4% | −149−1.7% | 減碼 | – |
| HONHoneywell International Inc | COM | 4,001 | $73.9 萬 | 0.4% | −18−0.4% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 43,742 | $72.5 萬 | 0.4% | +43,742 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,277 | $72.1 萬 | 0.4% | +83+7.0% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 11,047 | $70.1 萬 | 0.4% | +745+7.2% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 14,327 | $68.6 萬 | 0.3% | −2,270−13.7% | 減碼 | – |
| CNICanadian National Railway Co | Stock | 6,305 | $68.3 萬 | 0.3% | −135−2.1% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 30,639 | $67.5 萬 | 0.3% | −6,862−18.3% | 減碼 | – |
| NNOXNano-X Imaging Ltd. | ORD SHS | 98,985 | $64.9 萬 | 0.3% | +1,750+1.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,122 | $63.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 14,720 | $61.0 萬 | 0.3% | +65+0.4% | 加碼 | – |
| PFEPfizer Inc | Stock | 17,807 | $59.1 萬 | 0.3% | −9,488−34.8% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 6,479 | $57.5 萬 | 0.3% | +992+18.1% | 加碼 | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 11,476 | $56.1 萬 | 0.3% | −71−0.6% | 減碼 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 11,333 | $56.0 萬 | 0.3% | +62+0.6% | 加碼 | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 6,069 | $55.9 萬 | 0.3% | −300−4.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,426 | $55.9 萬 | 0.3% | −3,946−42.1% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,799 | $54.4 萬 | 0.3% | −1,043−36.7% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 7,474 | $52.2 萬 | 0.3% | −724−8.8% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,762 | $52.1 萬 | 0.3% | −3,000−44.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 2,986 | $50.3 萬 | 0.3% | −2,568−46.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 6,825 | $49.1 萬 | 0.2% | +30.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,130 | $49.0 萬 | 0.2% | +930+77.5% | 加碼 | 歷史 |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 19,623 | $48.7 萬 | 0.2% | +145+0.7% | 加碼 | – |
| Cambria ETF Tr132061508 | GLB MOMENT ETF | 17,549 | $47.3 萬 | 0.2% | +560+3.3% | 加碼 | – |
| HLNHaleon plc | ADR | 56,116 | $46.7 萬 | 0.2% | −2,186−3.7% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,896 | $46.0 萬 | 0.2% | −208−4.1% | 減碼 | – |
| SNASnap-on Inc | COM | 1,796 | $45.8 萬 | 0.2% | +435+32.0% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,795 | $45.1 萬 | 0.2% | −23−1.3% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,750 | $44.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 4,981 | $44.2 萬 | 0.2% | +1,129+29.3% | 加碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 1,258 | $42.9 萬 | 0.2% | +3+0.2% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 13,240 | $42.7 萬 | 0.2% | +82+0.6% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 4,174 | $42.6 萬 | 0.2% | +287+7.4% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 17,225 | $41.2 萬 | 0.2% | +155+0.9% | 加碼 | – |
2023 年第 2 季之後清倉（29 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF464287309 | ETF | 29,733 | $209.6 萬 | 0.9% | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 15,055 | $208.3 萬 | 0.9% | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 20,098 | $194.2 萬 | 0.9% | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 39,994 | $185.5 萬 | 0.8% | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 20,148 | $151.3 萬 | 0.7% | – |
| CATCaterpillar Inc | Stock | 5,300 | $130.4 萬 | 0.6% | 歷史 |
| iShares Tr464288604 | MRGSTR SM CP GR | 30,566 | $126.6 萬 | 0.6% | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 45,199 | $106.0 萬 | 0.5% | – |
| VMCVulcan Materials CO | COM | 3,000 | $67.6 萬 | 0.3% | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,781 | $60.7 萬 | 0.3% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,012 | $58.7 萬 | 0.3% | 歷史 |
| SJMJ M SMUCKER Co | Stock | 3,715 | $54.9 萬 | 0.2% | 歷史 |
| PGProcter & Gamble Co | Stock | 3,206 | $48.6 萬 | 0.2% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 5,980 | $33.9 萬 | 0.2% | 歷史 |
| MOAltria Group, Inc. | Stock | 6,165 | $27.9 萬 | 0.1% | 歷史 |
| XYZBlock, Inc. | CL A | 3,915 | $26.1 萬 | 0.1% | 歷史 |
| SHELShell plc | ADR | 4,282 | $25.9 萬 | 0.1% | 歷史 |
| iShares Tr464288869 | MICRO-CAP ETF | 2,347 | $25.7 萬 | 0.1% | – |
| MDTMedtronic plc | Stock | 2,833 | $25.0 萬 | 0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 2,271 | $24.8 萬 | 0.1% | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,198 | $24.3 萬 | 0.1% | – |
| DOWDow Inc. | Stock | 4,438 | $23.6 萬 | 0.1% | 歷史 |
| CCitigroup Inc | Stock | 5,093 | $23.4 萬 | 0.1% | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 8,940 | $22.7 萬 | 0.1% | – |
| Laboratory Corp Amer Hldgs50540R136 | COMMON STOCK | 929 | $22.4 萬 | 0.1% | – |
| CCDCalamos Dynamic Convertible & Income Fund | COM | 9,616 | $20.9 萬 | 0.1% | 歷史 |
| WFCWells Fargo & Company | Stock | 4,873 | $20.8 萬 | 0.1% | 歷史 |
| KOCoca Cola Co | Stock | 3,349 | $20.2 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,012 | $20.1 萬 | 0.1% | – |