Tempus Wealth Planning, LLC
- SEC CIK
- 0001806428
- 最新申報
- 2026/7/22
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/22 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 220
- 較 2024 年第 2 季 +14
- 總值
- $2.73 億
- 較 2024 年第 2 季 +$3,360 萬 (+14.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GEGeneral Electric Co | Stock | 91,298 | $1,722 萬 | 6.3% | −54−0.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 75,831 | $920.9 萬 | 3.4% | +4,335+6.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 21,230 | $913.5 萬 | 3.3% | +273+1.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 33,951 | $791.1 萬 | 2.9% | +21+0.1% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 81,307 | $746.5 萬 | 2.7% | −7,943−8.9% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 11,117 | $641.3 萬 | 2.3% | −592−5.1% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 134,390 | $638.6 萬 | 2.3% | +6,958+5.5% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 91,035 | $637.8 萬 | 2.3% | +308+0.3% | 加碼 | – |
| GEVGE Vernova Inc. | Stock | 22,832 | $582.2 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 79,960 | $542.5 萬 | 2.0% | −443−0.6% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 25,924 | $513.5 萬 | 1.9% | −257−1.0% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 98,028 | $497.4 萬 | 1.8% | −9,451−8.8% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,812 | $430.1 萬 | 1.6% | +1,174+15.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,056 | $404.9 萬 | 1.5% | +1,685+31.4% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 77,113 | $317.1 萬 | 1.2% | −374−0.5% | 減碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 104,702 | $307.9 萬 | 1.1% | +22,537+27.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 16,103 | $300.0 萬 | 1.1% | +1,346+9.1% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 28,578 | $297.7 萬 | 1.1% | −263−0.9% | 減碼 | – |
| iShares Tr46435U184 | IBONDS 24 TRM HG | 126,350 | $294.3 萬 | 1.1% | +126,350 | 新進 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 30,892 | $289.9 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 39,951 | $286.7 萬 | 1.1% | −220−0.5% | 減碼 | – |
| Capital Group Core Balanced14021D107 | SHS | 91,191 | $283.1 萬 | 1.0% | +22,120+32.0% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 103,342 | $270.1 萬 | 1.0% | −4,628−4.3% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 54,553 | $257.1 萬 | 0.9% | +8,486+18.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 9,780 | $255.9 萬 | 0.9% | +1,336+15.8% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 16,552 | $251.0 萬 | 0.9% | +12+0.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,598 | $243.5 萬 | 0.9% | −66−0.8% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 33,672 | $227.3 萬 | 0.8% | +3,372+11.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 10,529 | $222.0 萬 | 0.8% | +999+10.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 12,931 | $220.3 萬 | 0.8% | +391+3.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,282 | $220.3 萬 | 0.8% | +984+8.0% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 16,001 | $216.1 萬 | 0.8% | +331+2.1% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,394 | $212.1 萬 | 0.8% | +35+1.5% | 加碼 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 54,467 | $198.5 萬 | 0.7% | +8,368+18.2% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 15,630 | $197.2 萬 | 0.7% | −961−5.8% | 減碼 | – |
| WMTWalmart Inc. | Stock | 24,061 | $194.3 萬 | 0.7% | +233+1.0% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 11,556 | $180.1 萬 | 0.7% | +498+4.5% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 5,518 | $177.8 萬 | 0.7% | +228+4.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,943 | $168.5 萬 | 0.6% | +228+8.4% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 12,964 | $166.2 萬 | 0.6% | −79−0.6% | 減碼 | – |
| Capital Group Dividend Growe14021L109 | SHS ETF | 53,903 | $165.6 萬 | 0.6% | +11,216+26.3% | 加碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 56,428 | $164.0 萬 | 0.6% | −2,511−4.3% | 減碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 46,034 | $160.2 萬 | 0.6% | +6,155+15.4% | 加碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 42,376 | $158.4 萬 | 0.6% | +468+1.1% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 34,027 | $152.8 萬 | 0.6% | +495+1.5% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 54,694 | $150.2 萬 | 0.6% | +1,004+1.9% | 加碼 | – |
| HONHoneywell International Inc | COM | 7,248 | $149.8 萬 | 0.5% | +162+2.3% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 20,746 | $148.8 萬 | 0.5% | −498−2.3% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,651 | $146.4 萬 | 0.5% | +181+12.3% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 13,395 | $145.7 萬 | 0.5% | +169+1.3% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 8,808 | $142.7 萬 | 0.5% | +328+3.9% | 加碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 28,267 | $137.3 萬 | 0.5% | −1,229−4.2% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 8,009 | $136.2 萬 | 0.5% | +438+5.8% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 23,289 | $134.0 萬 | 0.5% | +2,557+12.3% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 11,263 | $132.4 萬 | 0.5% | +277+2.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 13,589 | $130.7 萬 | 0.5% | −402−2.9% | 減碼 | 歷史 |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 37,292 | $127.8 萬 | 0.5% | +8,895+31.3% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 54,847 | $127.1 萬 | 0.5% | −279−0.5% | 減碼 | – |
| BACBank of America Corp | Stock | 31,732 | $125.9 萬 | 0.5% | +130.0% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 5,908 | $122.7 萬 | 0.4% | +944+19.0% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 11,345 | $122.1 萬 | 0.4% | +1,633+16.8% | 加碼 | – |
| ROKRockwell Automation, Inc | Stock | 4,527 | $121.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 15,195 | $119.9 萬 | 0.4% | +1,861+14.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 10,306 | $118.0 萬 | 0.4% | +178+1.8% | 加碼 | – |
| HSYHershey Co | COM | 6,119 | $117.3 萬 | 0.4% | +932+18.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 14,081 | $116.8 萬 | 0.4% | −23−0.2% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 6,470 | $116.0 萬 | 0.4% | +1,516+30.6% | 加碼 | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 37,850 | $115.8 萬 | 0.4% | −1,961−4.9% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 11,684 | $111.9 萬 | 0.4% | +1,506+14.8% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 20,918 | $111.3 萬 | 0.4% | +1,578+8.2% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 5,001 | $110.5 萬 | 0.4% | +2,852+132.7% | 加碼 | – |
| BABoeing Co | Stock | 7,161 | $108.9 萬 | 0.4% | +680+10.5% | 加碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 6,229 | $107.3 萬 | 0.4% | +320+5.4% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 49,036 | $104.3 萬 | 0.4% | −2,354−4.6% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 12,436 | $103.5 萬 | 0.4% | +198+1.6% | 加碼 | – |
| iShares Ibonds 2026 Term High Yield and Income ETF46436E528 | ETF | 43,544 | $101.9 萬 | 0.4% | +43,544 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,192 | $100.9 萬 | 0.4% | +85+4.0% | 加碼 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 12,237 | $100.1 萬 | 0.4% | +162+1.3% | 加碼 | – |
| VVisa Inc. | Stock | 3,538 | $97.3 萬 | 0.4% | +681+23.8% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 40,874 | $95.9 萬 | 0.4% | +30,366+289.0% | 加碼 | 歷史 |
| iShares Tr46435U861 | CORE DIVID ETF | 19,474 | $94.4 萬 | 0.3% | +389+2.0% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,304 | $93.4 萬 | 0.3% | +268+13.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 7,591 | $92.0 萬 | 0.3% | +445+6.2% | 加碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 9,111 | $87.4 萬 | 0.3% | −194−2.1% | 減碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 4,904 | $87.0 萬 | 0.3% | −175−3.4% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 16,838 | $86.7 萬 | 0.3% | +17+0.1% | 加碼 | – |
| CNICanadian National Railway Co | Stock | 7,280 | $85.3 萬 | 0.3% | +382+5.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 16,001 | $84.6 萬 | 0.3% | +362+2.3% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 7,313 | $82.6 萬 | 0.3% | +207+2.9% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 8,568 | $82.0 萬 | 0.3% | +4,100+91.8% | 加碼 | – |
| APOApollo Global Management, Inc. | COM | 6,550 | $81.8 萬 | 0.3% | −850−11.5% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 15,648 | $81.0 萬 | 0.3% | +235+1.5% | 加碼 | 歷史 |
| DKNGDraftKings Inc. | Stock | 20,170 | $79.1 萬 | 0.3% | −1,667−7.6% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 15,773 | $78.0 萬 | 0.3% | +5,716+56.8% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 3,762 | $76.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 12,769 | $75.6 萬 | 0.3% | +213+1.7% | 加碼 | – |
| NNOXNano-X Imaging Ltd. | ORD SHS | 121,137 | $73.7 萬 | 0.3% | +4,230+3.6% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 7,471 | $73.3 萬 | 0.3% | −2,994−28.6% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 14,905 | $73.0 萬 | 0.3% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 6,425 | $73.0 萬 | 0.3% | +309+5.1% | 加碼 | 歷史 |
2024 年第 2 季之後清倉（9 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,710 | $60.9 萬 | 0.3% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,980 | $28.9 萬 | 0.1% | – |
| CVSCVS Health Corp | Stock | 4,317 | $25.5 萬 | 0.1% | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 1,442 | $21.9 萬 | 0.1% | 歷史 |
| MCKMcKesson Corp | Stock | 360 | $21.0 萬 | 0.1% | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 1,913 | $20.4 萬 | 0.1% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,387 | $20.2 萬 | 0.1% | – |
| SOFISoFi Technologies, Inc. | Stock | 15,786 | $10.4 萬 | <0.1% | 歷史 |
| BTXBlackRock Technology & Private Equity Term Trust | SHS BEN INT | 10,563 | $7.64 萬 | <0.1% | 歷史 |