Tempus Wealth Planning, LLC
- SEC CIK
- 0001806428
- 最新申報
- 2026/7/22
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/6 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 252
- 較 2024 年第 4 季 +5
- 總值
- $3.35 億
- 較 2024 年第 4 季 +$742.9 萬 (+2.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GEGeneral Electric Co | Stock | 88,452 | $1,770 萬 | 5.3% | −88−0.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 81,721 | $885.7 萬 | 2.6% | +110+0.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 21,635 | $812.1 萬 | 2.4% | +257+1.2% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 348,284 | $806.6 萬 | 2.4% | +54,748+18.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 36,299 | $806.3 萬 | 2.4% | +362+1.0% | 加碼 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 225,687 | $804.3 萬 | 2.4% | +48,145+27.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,954 | $654.3 萬 | 2.0% | +32+0.2% | 加碼 | – |
| GEVGE Vernova Inc. | Stock | 21,406 | $653.5 萬 | 2.0% | +114+0.5% | 加碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 94,678 | $643.9 萬 | 1.9% | −2,476−2.5% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 235,436 | $519.8 萬 | 1.6% | −4,963−2.1% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 55,605 | $510.1 萬 | 1.5% | −22,087−28.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,995 | $503.2 萬 | 1.5% | +1,117+14.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 8,687 | $488.1 萬 | 1.5% | −1,129−11.5% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 23,861 | $462.9 萬 | 1.4% | −1,122−4.5% | 減碼 | – |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 145,900 | $456.1 萬 | 1.4% | −8,000−5.2% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 69,200 | $455.1 萬 | 1.4% | +9,434+15.8% | 加碼 | – |
| iShares Ibonds 2026 Term High Yield and Income ETF46436E528 | ETF | 188,092 | $436.7 萬 | 1.3% | +56,965+43.4% | 加碼 | – |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 109,520 | $417.1 萬 | 1.2% | +2,000+1.9% | 加碼 | – |
| Capital Group Core Balanced14021D107 | SHS | 131,354 | $406.9 萬 | 1.2% | +19,200+17.1% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 79,365 | $402.4 萬 | 1.2% | +4,959+6.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 42,203 | $390.5 萬 | 1.2% | +3,124+8.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 14,188 | $367.7 萬 | 1.1% | +2,681+23.3% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 168,672 | $333.6 萬 | 1.0% | +9,781+6.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 17,328 | $329.7 萬 | 1.0% | −76−0.4% | 減碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 124,417 | $293.7 萬 | 0.9% | +2,831+2.3% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 36,205 | $289.1 萬 | 0.9% | +1,666+4.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 11,461 | $281.1 萬 | 0.8% | +340+3.1% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 106,027 | $265.5 萬 | 0.8% | −7,225−6.4% | 減碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 88,131 | $257.7 萬 | 0.8% | −7,428−7.8% | 減碼 | – |
| WisdomTree Tr97717Y477 | US QUALITY GROW | 57,913 | $254.2 萬 | 0.8% | −11,787−16.9% | 減碼 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 30,687 | $247.7 萬 | 0.7% | −70.0% | 減碼 | 歷史 |
| Capital Group Dividend Growe14021L109 | SHS ETF | 79,930 | $247.0 萬 | 0.7% | +16,492+26.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,802 | $241.9 萬 | 0.7% | +266+3.1% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 89,378 | $239.7 萬 | 0.7% | +24,306+37.4% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 15,480 | $239.4 萬 | 0.7% | +287+1.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,891 | $238.8 萬 | 0.7% | +141+5.1% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 16,800 | $235.9 萬 | 0.7% | +395+2.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 25,607 | $234.4 萬 | 0.7% | −53−0.2% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 89,596 | $228.8 萬 | 0.7% | −8,689−8.8% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 49,422 | $227.7 萬 | 0.7% | −5,408−9.9% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 16,531 | $222.0 萬 | 0.7% | +197+1.2% | 加碼 | – |
| WMTWalmart Inc. | Stock | 24,961 | $219.1 萬 | 0.7% | +472+1.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 13,509 | $188.9 萬 | 0.6% | +344+2.6% | 加碼 | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 54,709 | $187.4 萬 | 0.6% | +5,974+12.3% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 9,364 | $186.8 萬 | 0.6% | +1,633+21.1% | 加碼 | – |
| AMGNAmgen Inc | Stock | 5,951 | $185.4 萬 | 0.6% | −51−0.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,201 | $184.5 萬 | 0.6% | +54+1.7% | 加碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 36,652 | $182.3 萬 | 0.5% | +36,652 | 新進 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 16,408 | $181.2 萬 | 0.5% | +9,385+133.6% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,898 | $179.5 萬 | 0.5% | +139+7.9% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 27,060 | $179.5 萬 | 0.5% | −11,720−30.2% | 減碼 | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 53,402 | $178.4 萬 | 0.5% | +9,359+21.2% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 10,148 | $173.4 萬 | 0.5% | +2,514+32.9% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 16,741 | $171.4 萬 | 0.5% | +3,210+23.7% | 加碼 | – |
| Fidelity Covington Trust316092824 | LOW VOLITY ETF | 27,700 | $167.9 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 12,869 | $166.0 萬 | 0.5% | +60.0% | 加碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 45,889 | $165.8 萬 | 0.5% | +2,092+4.8% | 加碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 33,825 | $160.6 萬 | 0.5% | +3,770+12.5% | 加碼 | – |
| WMWaste Management Inc | Stock | 6,864 | $158.9 萬 | 0.5% | +171+2.6% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 50,786 | $156.1 萬 | 0.5% | +35,788+238.6% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 9,152 | $151.8 萬 | 0.5% | −200−2.1% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 7,116 | $150.7 萬 | 0.5% | −13−0.2% | 減碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 25,162 | $148.3 萬 | 0.4% | −91−0.4% | 減碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 53,204 | $145.0 萬 | 0.4% | −2,291−4.1% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,438 | $143.3 萬 | 0.4% | +4,479+40.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 19,051 | $142.3 萬 | 0.4% | −1,349−6.6% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 22,932 | $141.5 萬 | 0.4% | +394+1.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 12,524 | $141.1 萬 | 0.4% | +2,301+22.5% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 11,445 | $139.4 萬 | 0.4% | +247+2.2% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 28,337 | $138.2 萬 | 0.4% | +8,345+41.7% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 37,856 | $137.8 萬 | 0.4% | +18,327+93.8% | 加碼 | – |
| VVisa Inc. | Stock | 3,904 | $136.8 萬 | 0.4% | +100+2.6% | 加碼 | 歷史 |
| BABoeing Co | Stock | 7,756 | $132.3 萬 | 0.4% | +148+1.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 31,391 | $131.0 萬 | 0.4% | +51+0.2% | 加碼 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 60,384 | $129.9 萬 | 0.4% | +3,917+6.9% | 加碼 | – |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 40,085 | $129.7 萬 | 0.4% | +19,823+97.8% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 17,390 | $128.1 萬 | 0.4% | +9,508+120.6% | 加碼 | – |
| ROKRockwell Automation, Inc | Stock | 4,929 | $127.4 萬 | 0.4% | +320+6.9% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 32,182 | $126.7 萬 | 0.4% | +17,111+113.5% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 10,182 | $124.1 萬 | 0.4% | −2,477−19.6% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 8,263 | $123.9 萬 | 0.4% | +235+2.9% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 16,120 | $123.3 萬 | 0.4% | +388+2.5% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,278 | $121.3 萬 | 0.4% | −5−0.2% | 減碼 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 6,000 | $120.8 萬 | 0.4% | 00.0% | 不變 | – |
| ARCCAres Capital Corp | CEF | 53,642 | $118.9 萬 | 0.4% | +53,642 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 11,933 | $117.8 萬 | 0.4% | −958−7.4% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 24,505 | $111.2 萬 | 0.3% | −11,041−31.1% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 19,050 | $111.2 萬 | 0.3% | +2,131+12.6% | 加碼 | – |
| HSYHershey Co | COM | 6,456 | $110.4 萬 | 0.3% | +88+1.4% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 20,855 | $108.3 萬 | 0.3% | +20,855 | 新進 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 18,639 | $106.5 萬 | 0.3% | +8,550+84.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 13,218 | $106.2 萬 | 0.3% | +121+0.9% | 加碼 | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 37,294 | $105.7 萬 | 0.3% | +7,384+24.7% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,873 | $105.3 萬 | 0.3% | +210+7.9% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 5,496 | $104.7 萬 | 0.3% | +2,579+88.4% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 10,388 | $103.9 萬 | 0.3% | −2,097−16.8% | 減碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 20,000 | $103.6 萬 | 0.3% | +10,000+100.0% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 10,992 | $103.1 萬 | 0.3% | −1,008−8.4% | 減碼 | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 34,366 | $101.3 萬 | 0.3% | −2,206−6.0% | 減碼 | – |
| JBHTHunt J B Transport Services Inc | COM | 6,709 | $99.3 萬 | 0.3% | +199+3.1% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（23 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Tidal Trust I886364231 | FUND GRAN US ETF | 110,400 | $220.4 萬 | 0.7% | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 19,350 | $149.1 萬 | 0.5% | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 12,030 | $148.6 萬 | 0.5% | – |
| STZConstellation Brands, Inc. | Stock | 2,225 | $49.2 萬 | 0.2% | 歷史 |
| Global X FDS37954Y707 | RENEWABLE ENERGY | 51,966 | $45.1 萬 | 0.1% | – |
| CPNGCoupang, Inc. | CL A | 14,562 | $32.0 萬 | 0.1% | 歷史 |
| UBERUber Technologies, Inc | Stock | 5,158 | $31.1 萬 | 0.1% | 歷史 |
| BLZEBackblaze, Inc. | COM CL A | 48,860 | $29.4 萬 | 0.1% | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 3,080 | $27.7 萬 | 0.1% | – |
| HALOHalozyme Therapeutics, Inc. | COM | 5,538 | $26.5 萬 | 0.1% | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 1,420 | $26.2 萬 | 0.1% | 歷史 |
| PINSPinterest, Inc. | CL A | 8,602 | $24.9 萬 | 0.1% | 歷史 |
| iShares Tr46436E619 | ESG ADVAN ETF | 5,577 | $23.7 萬 | 0.1% | – |
| Alps Clean Energy ETF00162Q460 | ETF | 8,920 | $23.2 萬 | 0.1% | – |
| Amplify ETF Tr032108631 | AMPLIFY ALTERNAT | 102,693 | $23.0 萬 | 0.1% | – |
| XYZBlock, Inc. | CL A | 2,510 | $21.3 萬 | 0.1% | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 963 | $20.8 萬 | 0.1% | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,311 | $20.5 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 1,995 | $20.4 萬 | 0.1% | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 6,008 | $20.1 萬 | 0.1% | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 15,229 | $15.8 萬 | <0.1% | 歷史 |
| STNEStoneCo Ltd. | COM | 15,514 | $12.4 萬 | <0.1% | 歷史 |
| ASPSAltisource Portfolio Solutions S.A. | REG SHS | 14,800 | $9,730 | <0.1% | 歷史 |