Tempus Wealth Planning, LLC
- SEC CIK
- 0001806428
- 最新申報
- 2026/7/22
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/24 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 247
- 較 2024 年第 3 季 +27
- 總值
- $3.27 億
- 較 2024 年第 3 季 +$5,438 萬 (+19.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GEGeneral Electric Co | Stock | 88,540 | $1,477 萬 | 4.5% | −2,758−3.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 81,611 | $1,096 萬 | 3.3% | +5,780+7.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 21,378 | $901.1 萬 | 2.8% | +148+0.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 35,937 | $899.9 萬 | 2.7% | +1,986+5.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,922 | $711.7 萬 | 2.2% | +5,110+58.0% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 77,692 | $710.3 萬 | 2.2% | −3,615−4.4% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 21,292 | $700.4 萬 | 2.1% | −1,540−6.7% | 減碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 97,154 | $694.0 萬 | 2.1% | +6,119+6.7% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 293,536 | $666.3 萬 | 2.0% | +24,756+9.2% | 加碼依 2 比 1 拆股換算 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 177,542 | $626.0 萬 | 1.9% | +123,075+226.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 9,816 | $577.8 萬 | 1.8% | −1,301−11.7% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 240,399 | $557.2 萬 | 1.7% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 153,900 | $492.0 萬 | 1.5% | +153,900 | 新進 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 24,983 | $489.2 萬 | 1.5% | −941−3.6% | 減碼 | – |
| TSLATesla, Inc. | Stock | 11,507 | $464.7 萬 | 1.4% | +1,727+17.7% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,878 | $461.7 萬 | 1.4% | +822+11.6% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 59,766 | $412.0 萬 | 1.3% | +26,094+77.5% | 加碼 | – |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 107,520 | $399.1 萬 | 1.2% | +107,520 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 17,404 | $381.8 萬 | 1.2% | +1,301+8.1% | 加碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 74,406 | $375.2 萬 | 1.1% | −23,622−24.1% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 39,079 | $371.3 萬 | 1.1% | +39,079 | 新進 | – |
| Capital Group Core Balanced14021D107 | SHS | 112,154 | $350.7 萬 | 1.1% | +20,963+23.0% | 加碼 | – |
| WisdomTree Tr97717Y477 | US QUALITY GROW | 69,700 | $343.3 萬 | 1.0% | +69,700 | 新進 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 113,252 | $315.6 萬 | 1.0% | −1,060−0.9% | 減碼依 4 比 1 拆股換算 | – |
| iShares Ibonds 2026 Term High Yield and Income ETF46436E528 | ETF | 131,127 | $303.6 萬 | 0.9% | +87,583+201.1% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 158,891 | $293.9 萬 | 0.9% | +4,665+3.0% | 加碼依 2 比 1 拆股換算 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 121,586 | $287.9 萬 | 0.9% | +1,733+1.4% | 加碼依 3 比 1 拆股換算 | – |
| GOOGLAlphabet Inc. | Stock | 15,193 | $287.6 萬 | 0.9% | +1,911+14.4% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 34,539 | $279.5 萬 | 0.9% | +22,103+177.7% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 95,559 | $277.2 萬 | 0.8% | −9,143−8.7% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 11,121 | $266.6 萬 | 0.8% | +592+5.6% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 16,405 | $261.7 萬 | 0.8% | −147−0.9% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 38,780 | $259.9 萬 | 0.8% | +38,780 | 新進 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 25,660 | $252.7 萬 | 0.8% | +25,660 | 新進 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 54,830 | $247.8 萬 | 0.8% | +277+0.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,536 | $247.4 萬 | 0.8% | −62−0.7% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 98,285 | $245.6 萬 | 0.8% | −5,057−4.9% | 減碼 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 30,694 | $240.0 萬 | 0.7% | −198−0.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 24,489 | $221.3 萬 | 0.7% | +428+1.8% | 加碼 | 歷史 |
| Tidal Trust I886364231 | FUND GRAN US ETF | 110,400 | $220.4 萬 | 0.7% | +110,400 | 新進 | – |
| ORCLOracle Corp | Stock | 13,165 | $219.4 萬 | 0.7% | +234+1.8% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 16,334 | $214.5 萬 | 0.7% | +333+2.1% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,750 | $212.3 萬 | 0.6% | +356+14.9% | 加碼 | 歷史 |
| Capital Group Dividend Growe14021L109 | SHS ETF | 63,438 | $188.0 萬 | 0.6% | +9,535+17.7% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,147 | $184.3 萬 | 0.6% | +204+6.9% | 加碼 | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 48,735 | $181.1 萬 | 0.6% | +2,701+5.9% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 65,072 | $175.2 萬 | 0.5% | +10,378+19.0% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 7,731 | $170.8 萬 | 0.5% | +2,730+54.6% | 加碼 | – |
| Fidelity Covington Trust316092824 | LOW VOLITY ETF | 27,700 | $167.8 萬 | 0.5% | +27,700 | 新進 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 12,863 | $164.1 萬 | 0.5% | −101−0.8% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 12,659 | $163.1 萬 | 0.5% | −2,971−19.0% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,759 | $161.2 萬 | 0.5% | +108+6.5% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 7,129 | $161.0 萬 | 0.5% | −119−1.6% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 11,758 | $158.9 萬 | 0.5% | +202+1.7% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,002 | $156.4 萬 | 0.5% | +484+8.8% | 加碼 | 歷史 |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 44,043 | $154.0 萬 | 0.5% | +6,751+18.1% | 加碼 | – |
| WisdomTree Tr97717W547 | US VALUE FD | 18,135 | $151.6 萬 | 0.5% | +18,135 | 新進 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 13,531 | $149.2 萬 | 0.5% | +136+1.0% | 加碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 19,350 | $149.1 萬 | 0.5% | +19,350 | 新進 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 12,030 | $148.6 萬 | 0.5% | +12,030 | 新進 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 43,797 | $145.4 萬 | 0.4% | +1,421+3.4% | 加碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 55,495 | $145.3 萬 | 0.4% | −933−1.7% | 減碼 | – |
| DISWalt Disney Co | Stock | 12,891 | $143.5 萬 | 0.4% | −698−5.1% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 20,400 | $142.8 萬 | 0.4% | −346−1.7% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 35,546 | $142.1 萬 | 0.4% | +1,519+4.5% | 加碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 30,055 | $139.6 萬 | 0.4% | +1,788+6.3% | 加碼 | – |
| BACBank of America Corp | Stock | 31,340 | $137.7 萬 | 0.4% | −392−1.2% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 7,634 | $135.9 萬 | 0.4% | +1,164+18.0% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 11,198 | $135.3 萬 | 0.4% | −65−0.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,352 | $135.3 萬 | 0.4% | +544+6.2% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 6,693 | $135.1 萬 | 0.4% | +785+13.3% | 加碼 | 歷史 |
| BABoeing Co | Stock | 7,608 | $134.7 萬 | 0.4% | +447+6.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 22,538 | $133.4 萬 | 0.4% | +1,620+7.7% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 25,253 | $132.5 萬 | 0.4% | +1,964+8.4% | 加碼 | – |
| ROKRockwell Automation, Inc | Stock | 4,609 | $131.7 萬 | 0.4% | +82+1.8% | 加碼 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 6,000 | $127.6 萬 | 0.4% | +6,000 | 新進 | – |
| PEPPepsiCo Inc | Stock | 8,028 | $122.1 萬 | 0.4% | +19+0.2% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 12,485 | $120.9 萬 | 0.4% | +1,140+10.0% | 加碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 15,732 | $120.5 萬 | 0.4% | +537+3.5% | 加碼 | – |
| VVisa Inc. | Stock | 3,804 | $120.2 萬 | 0.4% | +266+7.5% | 加碼 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 56,467 | $118.9 萬 | 0.4% | +1,620+3.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 10,223 | $117.7 萬 | 0.4% | −83−0.8% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 13,097 | $115.1 萬 | 0.4% | −984−7.0% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 10,959 | $111.3 萬 | 0.3% | +2,391+27.9% | 加碼 | – |
| JBHTHunt J B Transport Services Inc | COM | 6,510 | $111.1 萬 | 0.3% | +281+4.5% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 12,000 | $110.0 萬 | 0.3% | +316+2.7% | 加碼 | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 4,704 | $108.5 萬 | 0.3% | −200−4.1% | 減碼 | 歷史 |
| HSYHershey Co | COM | 6,368 | $107.8 萬 | 0.3% | +249+4.1% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 16,919 | $105.4 萬 | 0.3% | +6,877+68.5% | 加碼 | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 36,572 | $103.7 萬 | 0.3% | −1,278−3.4% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 2,663 | $103.6 萬 | 0.3% | +359+15.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,283 | $103.5 萬 | 0.3% | +91+4.2% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 19,992 | $102.5 萬 | 0.3% | +4,219+26.7% | 加碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 12,130 | $97.8 萬 | 0.3% | −107−0.9% | 減碼 | – |
| iShares Tr46435U861 | CORE DIVID ETF | 19,681 | $93.3 萬 | 0.3% | +207+1.1% | 加碼 | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 47,526 | $92.8 萬 | 0.3% | −1,510−3.1% | 減碼 | – |
| WYNNWynn Resorts Ltd | COM | 10,718 | $92.3 萬 | 0.3% | +1,607+17.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 7,706 | $89.2 萬 | 0.3% | +115+1.5% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 34,271 | $88.6 萬 | 0.3% | +595+1.8% | 加碼依 2 比 1 拆股換算 | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 29,910 | $87.4 萬 | 0.3% | +6,223+26.3% | 加碼 | – |
2024 年第 3 季之後清倉（16 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46435U184 | IBONDS 24 TRM HG | 126,350 | $294.3 萬 | 1.1% | – |
| IEPIcahn Enterprises L.P. | DEPOSITARY UNIT | 30,916 | $41.8 萬 | 0.2% | 歷史 |
| Cambria ETF Tr132061508 | GLB MOMENT ETF | 9,671 | $28.6 萬 | 0.1% | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,536 | $28.1 萬 | 0.1% | – |
| Capital Grp Fixed Incm ETF T14020Y607 | SHOR DUR MUN ETF | 10,280 | $27.0 萬 | 0.1% | – |
| Amplify Digital Payments ETF032108656 | ETF | 5,076 | $26.5 萬 | 0.1% | – |
| LULUlululemon athletica inc. | Stock | 967 | $26.2 萬 | 0.1% | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 4,653 | $24.5 萬 | 0.1% | 歷史 |
| GSKGSK plc | ADR | 5,629 | $23.0 萬 | 0.1% | 歷史 |
| RNGRingCentral, Inc. | CL A | 7,024 | $22.2 萬 | 0.1% | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 13,342 | $21.4 萬 | 0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 402 | $20.8 萬 | 0.1% | 歷史 |
| INDIindie Semiconductor, Inc. | CLASS A COM | 36,121 | $14.4 萬 | 0.1% | 歷史 |
| DLOdLocal Ltd | CLASS A COM | 17,039 | $13.6 萬 | <0.1% | 歷史 |
| FRSHFreshworks Inc. | Stock | 11,284 | $13.0 萬 | <0.1% | 歷史 |
| ATECAlphatec Holdings, Inc. | COM NEW | 19,165 | $10.7 萬 | <0.1% | 歷史 |