Tempus Wealth Planning, LLC
- SEC CIK
- 0001806428
- 最新申報
- 2026/7/22
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/25 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 206
- 較 2024 年第 1 季 +15
- 總值
- $2.39 億
- 較 2024 年第 1 季 +$1,211 萬 (+5.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GEGeneral Electric Co | Stock | 91,352 | $1,452 萬 | 6.1% | +388+0.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 20,957 | $936.7 萬 | 3.9% | +272+1.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 71,496 | $883.3 萬 | 3.7% | +926+1.3% | 加碼依 10 比 1 拆股換算 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 89,250 | $819.1 萬 | 3.4% | +1,884+2.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 33,930 | $714.6 萬 | 3.0% | +2,487+7.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 11,709 | $640.8 萬 | 2.7% | −1,880−13.8% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 90,727 | $602.0 萬 | 2.5% | −3,800−4.0% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 127,432 | $580.8 萬 | 2.4% | +10,413+8.9% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 107,479 | $543.1 萬 | 2.3% | −1,292−1.2% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 80,403 | $516.6 萬 | 2.2% | −146−0.2% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 26,181 | $477.9 萬 | 2.0% | −297−1.1% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 22,832 | $391.6 萬 | 1.6% | +22,832 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,638 | $366.0 萬 | 1.5% | +19+0.2% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 77,487 | $297.7 萬 | 1.2% | +223+0.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,371 | $292.3 萬 | 1.2% | +456+9.3% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 28,841 | $290.8 萬 | 1.2% | +175+0.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 14,757 | $285.2 萬 | 1.2% | +1,588+12.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 107,970 | $270.9 萬 | 1.1% | −18,236−14.4% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 40,171 | $269.1 萬 | 1.1% | +607+1.5% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 16,540 | $248.9 萬 | 1.0% | +31+0.2% | 加碼 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 30,892 | $240.7 萬 | 1.0% | +141+0.5% | 加碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 82,165 | $237.2 萬 | 1.0% | −22,744−21.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,664 | $231.8 萬 | 1.0% | −257−2.9% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 12,298 | $224.0 萬 | 0.9% | +544+4.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,359 | $213.6 萬 | 0.9% | +71+3.1% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 46,067 | $208.3 萬 | 0.9% | +2,557+5.9% | 加碼 | – |
| Capital Group Core Balanced14021D107 | SHS | 69,071 | $205.3 萬 | 0.9% | +32,543+89.1% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 16,591 | $198.0 萬 | 0.8% | −1,674−9.2% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 30,300 | $193.9 萬 | 0.8% | +15,200+100.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 9,530 | $192.8 萬 | 0.8% | +428+4.7% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 15,670 | $189.6 萬 | 0.8% | −621−3.8% | 減碼 | – |
| ORCLOracle Corp | Stock | 12,540 | $177.1 萬 | 0.7% | +486+4.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 8,444 | $167.1 萬 | 0.7% | +1,559+22.6% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 5,290 | $165.3 萬 | 0.7% | +116+2.2% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 11,058 | $163.7 萬 | 0.7% | +572+5.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 23,828 | $161.3 萬 | 0.7% | +895+3.9% | 加碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 58,939 | $160.4 萬 | 0.7% | +16,169+37.8% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 13,043 | $154.7 萬 | 0.6% | −636−4.6% | 減碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 46,099 | $152.1 萬 | 0.6% | +24,534+113.8% | 加碼 | – |
| HONHoneywell International Inc | COM | 7,086 | $151.3 萬 | 0.6% | +290+4.3% | 加碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 41,908 | $146.8 萬 | 0.6% | +697+1.7% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 53,690 | $144.2 萬 | 0.6% | +27,802+107.4% | 加碼 | – |
| DISWalt Disney Co | Stock | 13,991 | $138.9 萬 | 0.6% | +1,939+16.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 33,532 | $138.3 萬 | 0.6% | −2,431−6.8% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 21,244 | $138.0 萬 | 0.6% | −726−3.3% | 減碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 29,496 | $137.5 萬 | 0.6% | +29,496 | 新進 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 13,226 | $137.3 萬 | 0.6% | +567+4.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,715 | $136.9 萬 | 0.6% | +534+24.5% | 加碼 | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 39,879 | $131.2 萬 | 0.5% | +5,198+15.0% | 加碼 | – |
| BACBank of America Corp | Stock | 31,719 | $126.1 萬 | 0.5% | +1,563+5.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,470 | $125.0 萬 | 0.5% | +92+6.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,571 | $124.9 萬 | 0.5% | +184+2.5% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 4,527 | $124.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,480 | $123.9 萬 | 0.5% | +313+3.8% | 加碼 | 歷史 |
| Capital Group Dividend Growe14021L109 | SHS ETF | 42,687 | $121.4 萬 | 0.5% | +22,127+107.6% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 10,986 | $121.0 萬 | 0.5% | +46+0.4% | 加碼 | 歷史 |
| BABoeing Co | Stock | 6,481 | $118.0 萬 | 0.5% | +37+0.6% | 加碼 | 歷史 |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 39,811 | $114.3 萬 | 0.5% | +3,238+8.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 14,104 | $113.0 萬 | 0.5% | −475−3.3% | 減碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 55,126 | $110.1 萬 | 0.5% | +542+1.0% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 20,732 | $110.0 萬 | 0.5% | −1,537−6.9% | 減碼 | – |
| WMWaste Management Inc | Stock | 4,964 | $105.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 10,128 | $105.2 萬 | 0.4% | +405+4.2% | 加碼 | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 51,390 | $102.2 萬 | 0.4% | +2,308+4.7% | 加碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 13,334 | $99.7 萬 | 0.4% | +2,292+20.8% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 9,712 | $99.3 萬 | 0.4% | −731−7.0% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 10,465 | $96.0 萬 | 0.4% | +2,524+31.8% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 12,238 | $95.5 萬 | 0.4% | +208+1.7% | 加碼 | – |
| HSYHershey Co | COM | 5,187 | $95.3 萬 | 0.4% | +187+3.7% | 加碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 5,909 | $94.5 萬 | 0.4% | +128+2.2% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 10,178 | $93.4 萬 | 0.4% | +1,840+22.1% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 19,340 | $91.9 萬 | 0.4% | +1,120+6.1% | 加碼 | 歷史 |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 28,397 | $91.6 萬 | 0.4% | +10,606+59.6% | 加碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 12,075 | $88.9 萬 | 0.4% | +569+4.9% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 3,762 | $88.8 萬 | 0.4% | −4−0.1% | 減碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 7,400 | $87.4 萬 | 0.4% | −400−5.1% | 減碼 | 歷史 |
| NNOXNano-X Imaging Ltd. | ORD SHS | 116,907 | $85.8 萬 | 0.4% | +11,692+11.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,107 | $85.7 萬 | 0.4% | +88+4.4% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,954 | $84.6 萬 | 0.4% | +1,530+44.7% | 加碼 | – |
| iShares Tr46435U861 | CORE DIVID ETF | 19,085 | $84.4 萬 | 0.4% | −1,426−7.0% | 減碼 | – |
| DKNGDraftKings Inc. | Stock | 21,837 | $83.4 萬 | 0.3% | −1,301−5.6% | 減碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 9,305 | $83.3 萬 | 0.3% | +58+0.6% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 6,898 | $81.5 萬 | 0.3% | +137+2.0% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 5,079 | $81.0 萬 | 0.3% | −150−2.9% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 16,821 | $79.8 萬 | 0.3% | +430+2.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 15,639 | $76.2 萬 | 0.3% | −1,055−6.3% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 7,106 | $76.1 萬 | 0.3% | −2,332−24.7% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 6,116 | $75.7 萬 | 0.3% | +411+7.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,857 | $75.0 萬 | 0.3% | +294+11.5% | 加碼 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 9,950 | $73.5 萬 | 0.3% | +97+1.0% | 加碼 | – |
| RTXRTX Corp | Stock | 7,146 | $71.7 萬 | 0.3% | −243−3.3% | 減碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 14,905 | $71.7 萬 | 0.3% | −197−1.3% | 減碼 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 12,556 | $70.7 萬 | 0.3% | +1,960+18.5% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,036 | $70.1 萬 | 0.3% | +79+4.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,590 | $64.3 萬 | 0.3% | +2,286+69.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 15,413 | $64.0 萬 | 0.3% | +4,095+36.2% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,889 | $63.1 萬 | 0.3% | +614+18.7% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,710 | $60.9 萬 | 0.3% | −928−14.0% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 3,301 | $60.5 萬 | 0.3% | +1,701+106.3% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 25,441 | $57.4 萬 | 0.2% | +388+1.5% | 加碼 | – |
2024 年第 1 季之後清倉（13 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ENBEnbridge Inc | Stock | 39,290 | $142.2 萬 | 0.6% | 歷史 |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 50,000 | $88.5 萬 | 0.4% | – |
| Etfis Ser Tr I26923G822 | VIRTUS INFRCAP | 30,000 | $62.9 萬 | 0.3% | – |
| EXRExtra Space Storage Inc. | COM | 4,078 | $59.9 萬 | 0.3% | 歷史 |
| CCDCalamos Dynamic Convertible & Income Fund | COM | 24,616 | $53.7 萬 | 0.2% | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 7,481 | $43.3 萬 | 0.2% | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 13,639 | $43.1 萬 | 0.2% | – |
| CHYCalamos Convertible & High Income Fund | COM SHS | 30,565 | $36.1 萬 | 0.2% | 歷史 |
| AIRCApartment Income REIT Corp. | COM | 10,000 | $32.5 萬 | 0.1% | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,368 | $24.9 萬 | 0.1% | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 4,659 | $22.1 萬 | 0.1% | – |
| IAUiShares Gold Trust | ETF | 4,990 | $21.0 萬 | 0.1% | 歷史 |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 892 | $20.7 萬 | 0.1% | – |