Tempus Wealth Planning, LLC
- SEC CIK
- 0001806428
- 最新申報
- 2026/7/22
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/17 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 259
- 較 2025 年第 1 季 +7
- 總值
- $4.01 億
- 較 2025 年第 1 季 +$6,645 萬 (+19.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GEGeneral Electric Co | Stock | 88,400 | $2,275 萬 | 5.7% | −52−0.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 72,015 | $1,138 萬 | 2.8% | −9,706−11.9% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 21,362 | $1,130 萬 | 2.8% | −44−0.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 21,666 | $1,078 萬 | 2.7% | +31+0.1% | 加碼 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 253,873 | $1,003 萬 | 2.5% | +28,186+12.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 16,461 | $908.0 萬 | 2.3% | +2,507+18.0% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 363,991 | $845.9 萬 | 2.1% | +15,707+4.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 68,406 | $769.4 萬 | 1.9% | +26,203+62.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 36,029 | $739.2 萬 | 1.8% | −270−0.7% | 減碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 98,243 | $735.7 萬 | 1.8% | +3,565+3.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,069 | $683.9 萬 | 1.7% | +2,074+23.1% | 加碼 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 52,293 | $615.5 萬 | 1.5% | +52,293 | 新進 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 61,830 | $604.2 萬 | 1.5% | +61,830 | 新進 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 246,991 | $603.6 萬 | 1.5% | +11,555+4.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 8,639 | $536.4 萬 | 1.3% | −48−0.6% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 57,439 | $526.9 萬 | 1.3% | +1,834+3.3% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 24,518 | $501.8 萬 | 1.3% | +657+2.8% | 加碼 | – |
| TSLATesla, Inc. | Stock | 15,717 | $499.3 萬 | 1.2% | +1,529+10.8% | 加碼 | 歷史 |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 142,150 | $487.0 萬 | 1.2% | −3,750−2.6% | 減碼 | – |
| iShares Ibonds 2026 Term High Yield and Income ETF46436E528 | ETF | 209,534 | $486.7 萬 | 1.2% | +21,442+11.4% | 加碼 | – |
| Capital Group Core Balanced14021D107 | SHS | 134,649 | $450.3 萬 | 1.1% | +3,295+2.5% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 80,611 | $408.8 萬 | 1.0% | +1,246+1.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 18,451 | $404.8 萬 | 1.0% | +1,123+6.5% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 177,387 | $392.0 萬 | 1.0% | +8,715+5.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 53,332 | $387.7 萬 | 1.0% | −15,868−22.9% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 12,084 | $350.3 萬 | 0.9% | +623+5.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 15,467 | $338.1 萬 | 0.8% | +1,958+14.5% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 111,628 | $326.1 萬 | 0.8% | +5,601+5.3% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 132,037 | $324.0 萬 | 0.8% | +7,620+6.1% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 27,200 | $300.3 萬 | 0.7% | +10,792+65.8% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 17,015 | $294.8 萬 | 0.7% | +215+1.3% | 加碼 | – |
| Capital Group Dividend Growe14021L109 | SHS ETF | 82,695 | $278.1 萬 | 0.7% | +2,765+3.5% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 92,677 | $271.5 萬 | 0.7% | +4,546+5.2% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 38,017 | $270.9 萬 | 0.7% | +10,957+40.5% | 加碼 | – |
| ProShares Tr74347X500 | ULTR MSCI ETF | 47,482 | $267.8 萬 | 0.7% | +32,747+222.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,802 | $267.5 萬 | 0.7% | 00.0% | 不變 | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 97,981 | $261.5 萬 | 0.7% | +8,603+9.6% | 加碼 | – |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 64,930 | $261.2 萬 | 0.7% | −44,590−40.7% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 14,814 | $261.1 萬 | 0.7% | −666−4.3% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 80,721 | $247.7 萬 | 0.6% | +29,935+58.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,338 | $246.4 萬 | 0.6% | +137+4.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 25,045 | $244.9 萬 | 0.6% | +84+0.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 91,257 | $233.6 萬 | 0.6% | +1,661+1.9% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 7,455 | $227.3 萬 | 0.6% | +5,257+239.2% | 加碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 30,632 | $226.9 萬 | 0.6% | −55−0.2% | 減碼 | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 54,643 | $222.1 萬 | 0.6% | −66−0.1% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 12,119 | $221.6 萬 | 0.6% | +1,971+19.4% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 47,012 | $217.3 萬 | 0.5% | −2,410−4.9% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 15,895 | $211.1 萬 | 0.5% | −636−3.8% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 25,192 | $211.0 萬 | 0.5% | −11,013−30.4% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 32,836 | $208.4 萬 | 0.5% | +7,674+30.5% | 加碼 | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 55,855 | $206.3 萬 | 0.5% | +2,453+4.6% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 9,108 | $196.5 萬 | 0.5% | −256−2.7% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,978 | $195.8 萬 | 0.5% | +80+4.2% | 加碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 48,503 | $194.1 萬 | 0.5% | +2,614+5.7% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 16,654 | $193.5 萬 | 0.5% | −87−0.5% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 2,415 | $188.3 萬 | 0.5% | −476−16.5% | 減碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 38,278 | $182.0 萬 | 0.5% | +4,453+13.2% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 32,607 | $177.6 萬 | 0.4% | +4,270+15.1% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 25,202 | $174.8 萬 | 0.4% | +2,270+9.9% | 加碼 | 歷史 |
| Fidelity Covington Trust316092824 | LOW VOLITY ETF | 27,794 | $174.5 萬 | 0.4% | +94+0.3% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,660 | $172.4 萬 | 0.4% | +222+1.4% | 加碼 | – |
| AMGNAmgen Inc | Stock | 6,105 | $170.5 萬 | 0.4% | +154+2.6% | 加碼 | 歷史 |
| BABoeing Co | Stock | 8,128 | $170.3 萬 | 0.4% | +372+4.8% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 7,275 | $166.5 萬 | 0.4% | +411+6.0% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 4,941 | $164.1 萬 | 0.4% | +12+0.2% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 12,263 | $163.5 萬 | 0.4% | −606−4.7% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 40,355 | $163.4 萬 | 0.4% | +2,499+6.6% | 加碼 | – |
| HONHoneywell International Inc | COM | 6,975 | $162.4 萬 | 0.4% | −141−2.0% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 12,524 | $154.8 萬 | 0.4% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 31,985 | $151.4 萬 | 0.4% | +594+1.9% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 18,687 | $149.7 萬 | 0.4% | +1,297+7.5% | 加碼 | – |
| VVisa Inc. | Stock | 4,204 | $149.2 萬 | 0.4% | +300+7.7% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 34,756 | $148.5 萬 | 0.4% | +2,574+8.0% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 10,891 | $147.4 萬 | 0.4% | +709+7.0% | 加碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 54,820 | $145.7 萬 | 0.4% | +1,616+3.0% | 加碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 60,468 | $143.9 萬 | 0.4% | +60,468 | 新進 | – |
| TJXTJX Companies Inc | Stock | 11,370 | $140.4 萬 | 0.3% | −75−0.7% | 減碼 | 歷史 |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 30,251 | $139.6 萬 | 0.3% | +17,684+140.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 18,905 | $137.7 萬 | 0.3% | −146−0.8% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 8,984 | $137.2 萬 | 0.3% | −168−1.8% | 減碼 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 64,742 | $137.0 萬 | 0.3% | +4,358+7.2% | 加碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 16,405 | $136.8 萬 | 0.3% | +285+1.8% | 加碼 | – |
| DISWalt Disney Co | Stock | 10,950 | $135.8 萬 | 0.3% | −983−8.2% | 減碼 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 6,000 | $135.0 萬 | 0.3% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,867 | $134.2 萬 | 0.3% | +1,371+24.9% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 3,428 | $125.7 萬 | 0.3% | +555+19.3% | 加碼 | 歷史 |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 39,243 | $125.5 萬 | 0.3% | +1,949+5.2% | 加碼 | – |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 40,085 | $123.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 13,933 | $123.0 萬 | 0.3% | +5,993+75.5% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 19,984 | $120.0 萬 | 0.3% | +9,888+97.9% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 19,058 | $118.2 萬 | 0.3% | +80.0% | 加碼 | – |
| RTXRTX Corp | Stock | 8,068 | $117.8 萬 | 0.3% | +631+8.5% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 53,642 | $117.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 12,335 | $117.6 萬 | 0.3% | −883−6.7% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 10,284 | $115.2 萬 | 0.3% | −104−1.0% | 減碼 | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 34,835 | $113.5 萬 | 0.3% | +469+1.4% | 加碼 | – |
| WYNNWynn Resorts Ltd | COM | 12,059 | $113.0 萬 | 0.3% | +1,250+11.6% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 12,023 | $112.9 萬 | 0.3% | +1,031+9.4% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 20,563 | $111.9 萬 | 0.3% | +563+2.8% | 加碼 | – |
2025 年第 1 季之後清倉（22 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 36,652 | $182.3 萬 | 0.5% | – |
| Fidelity Covington Trust316092360 | FUN LAR COR ETF | 14,021 | $61.0 萬 | 0.2% | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 8,975 | $49.4 萬 | 0.1% | – |
| NENoble Corp plc | ORD SHS A | 17,853 | $42.3 萬 | 0.1% | 歷史 |
| EVHEvolent Health, Inc. | CL A | 43,192 | $40.9 萬 | 0.1% | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 6,058 | $40.8 萬 | 0.1% | 歷史 |
| ODDOddity Tech Ltd | SHS CL A | 8,533 | $36.9 萬 | 0.1% | 歷史 |
| COHRCoherent Corp. | COM | 5,415 | $35.2 萬 | 0.1% | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,737 | $34.9 萬 | 0.1% | – |
| RNGRingCentral, Inc. | CL A | 13,877 | $34.4 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717W547 | US VALUE FD | 4,135 | $34.0 萬 | 0.1% | – |
| TBBBBBB Foods Inc | CL A COM | 12,703 | $33.9 萬 | 0.1% | 歷史 |
| DKNGDraftKings Inc. | Stock | 8,800 | $29.2 萬 | 0.1% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 2,904 | $28.8 萬 | 0.1% | 歷史 |
| ACVAACV Auctions Inc. | COM CL A | 19,668 | $27.7 萬 | 0.1% | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 2,026 | $25.6 萬 | 0.1% | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 4,936 | $24.9 萬 | 0.1% | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 7,178 | $24.0 萬 | 0.1% | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 5,279 | $21.5 萬 | 0.1% | – |
| OSCROscar Health, Inc. | CL A | 14,392 | $18.9 萬 | 0.1% | 歷史 |
| NIONIO Inc. | ADR | 42,710 | $16.3 萬 | <0.1% | 歷史 |
| LSPDLightspeed Commerce Inc. | SUB VTG SHS | 13,653 | $11.9 萬 | <0.1% | 歷史 |