Tempus Wealth Planning, LLC
- SEC CIK
- 0001806428
- 最新申報
- 2026/7/22
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/16 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 275
- 較 2025 年第 3 季 −1
- 總值
- $4.36 億
- 較 2025 年第 3 季 +$74.0 萬 (+0.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GEGeneral Electric Co | Stock | 88,107 | $2,714 萬 | 6.2% | −350−0.4% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 21,455 | $1,402 萬 | 3.2% | +89+0.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 64,957 | $1,211 萬 | 2.8% | +45+0.1% | 加碼 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 251,817 | $1,099 萬 | 2.5% | −376−0.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 20,975 | $1,014 萬 | 2.3% | −699−3.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 35,514 | $965.5 萬 | 2.2% | −147−0.4% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 78,568 | $937.5 萬 | 2.1% | +2,433+3.2% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 397,795 | $929.6 萬 | 2.1% | +33,761+9.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 14,448 | $887.6 萬 | 2.0% | −140−1.0% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 97,649 | $805.6 萬 | 1.8% | −880−0.9% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 271,393 | $730.3 萬 | 1.7% | +9,055+3.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,590 | $722.2 萬 | 1.7% | −17−0.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 15,657 | $704.1 萬 | 1.6% | +788+5.3% | 加碼 | 歷史 |
| iShares Ibonds 2026 Term High Yield and Income ETF46436E528 | ETF | 261,926 | $604.5 萬 | 1.4% | +73,020+38.7% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 8,746 | $599.0 萬 | 1.4% | −149−1.7% | 減碼 | – |
| Capital Group Core Balanced14021D107 | SHS | 167,919 | $593.3 萬 | 1.4% | +12,008+7.7% | 加碼 | – |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 137,250 | $527.9 萬 | 1.2% | +7,000+5.4% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 23,903 | $525.3 萬 | 1.2% | −717−2.9% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 52,167 | $476.7 萬 | 1.1% | −1,039−2.0% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 193,986 | $466.3 萬 | 1.1% | +6,211+3.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 19,485 | $449.8 萬 | 1.0% | +1,092+5.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 14,091 | $441.1 萬 | 1.0% | +89+0.6% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 51,873 | $416.1 萬 | 1.0% | +3,048+6.2% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 148,999 | $405.4 萬 | 0.9% | +6,056+4.2% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 122,860 | $400.8 萬 | 0.9% | +3,944+3.3% | 加碼 | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 53,301 | $375.3 萬 | 0.9% | −38,153−41.7% | 減碼依 2 比 1 拆股換算 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 63,698 | $368.9 萬 | 0.8% | −45,384−41.6% | 減碼依 2 比 1 拆股換算 | – |
| JPMJPMorgan Chase & Co | Stock | 11,298 | $364.1 萬 | 0.8% | −325−2.8% | 減碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 69,677 | $352.4 萬 | 0.8% | −11,268−13.9% | 減碼 | – |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 20,295 | $317.9 萬 | 0.7% | +3,900+23.8% | 加碼 | – |
| ORCLOracle Corp | Stock | 15,921 | $310.3 萬 | 0.7% | +37+0.2% | 加碼 | 歷史 |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 67,236 | $306.4 萬 | 0.7% | +1,900+2.9% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,868 | $297.3 萬 | 0.7% | −58−0.6% | 減碼 | – |
| WMTWalmart Inc. | Stock | 26,018 | $289.9 萬 | 0.7% | +59+0.2% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 14,154 | $282.6 萬 | 0.6% | −384−2.6% | 減碼 | – |
| Tidal Trust I886364231 | FUND GRAN US ETF | 106,980 | $264.9 萬 | 0.6% | +22,000+25.9% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 42,136 | $256.2 萬 | 0.6% | +2,168+5.4% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 92,641 | $253.7 萬 | 0.6% | −5,141−5.3% | 減碼 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 30,451 | $249.8 萬 | 0.6% | −153−0.5% | 減碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 54,910 | $248.2 萬 | 0.6% | +994+1.8% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,294 | $246.5 萬 | 0.6% | −97−4.1% | 減碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 82,418 | $241.3 萬 | 0.6% | −6,993−7.8% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,625 | $239.3 萬 | 0.5% | +281+8.4% | 加碼 | 歷史 |
| Capital Group Dividend Growe14021L109 | SHS ETF | 65,863 | $234.7 萬 | 0.5% | −1,060−1.6% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 89,938 | $231.6 萬 | 0.5% | −3,755−4.0% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 30,699 | $219.2 萬 | 0.5% | −1,105−3.5% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 17,480 | $215.5 萬 | 0.5% | +336+2.0% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 23,853 | $213.3 萬 | 0.5% | −629−2.6% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 8,421 | $207.3 萬 | 0.5% | −104−1.2% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 18,153 | $200.0 萬 | 0.5% | −1,807−9.1% | 減碼 | – |
| AMGNAmgen Inc | Stock | 6,102 | $199.7 萬 | 0.5% | −140−2.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 25,210 | $194.2 萬 | 0.4% | −116−0.5% | 減碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 39,948 | $191.2 萬 | 0.4% | +811+2.1% | 加碼 | – |
| ROKRockwell Automation, Inc | Stock | 4,880 | $189.9 萬 | 0.4% | −32−0.7% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 14,736 | $189.8 萬 | 0.4% | −238−1.6% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 12,277 | $188.6 萬 | 0.4% | +67+0.5% | 加碼 | 歷史 |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 46,656 | $187.7 萬 | 0.4% | −1,542−3.2% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 13,126 | $185.3 萬 | 0.4% | −1,314−9.1% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 41,235 | $183.1 萬 | 0.4% | +899+2.2% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 38,874 | $180.9 萬 | 0.4% | +708+1.9% | 加碼 | – |
| BABoeing Co | Stock | 8,221 | $178.5 萬 | 0.4% | +78+1.0% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 8,961 | $178.0 萬 | 0.4% | −3,341−27.2% | 減碼 | – |
| BACBank of America Corp | Stock | 31,813 | $175.0 萬 | 0.4% | +77+0.2% | 加碼 | 歷史 |
| Fidelity Covington Trust316092824 | LOW VOLITY ETF | 25,694 | $171.5 萬 | 0.4% | −800−3.0% | 減碼 | – |
| RKLBRocket Lab Corp | COM | 24,244 | $169.1 萬 | 0.4% | +407+1.7% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 35,981 | $168.4 萬 | 0.4% | +1,036+3.0% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 18,610 | $167.5 萬 | 0.4% | +146+0.8% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 8,063 | $166.9 萬 | 0.4% | −537−6.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,926 | $166.1 萬 | 0.4% | +56+3.0% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 7,394 | $162.4 萬 | 0.4% | +215+3.0% | 加碼 | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 36,399 | $161.9 萬 | 0.4% | −5,040−12.2% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 9,047 | $160.8 萬 | 0.4% | +134+1.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 4,583 | $160.7 萬 | 0.4% | +304+7.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 4,014 | $159.1 萬 | 0.4% | +391+10.8% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 7,459 | $158.2 萬 | 0.4% | +1,956+35.5% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 10,601 | $157.9 萬 | 0.4% | +36+0.3% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 20,708 | $155.4 萬 | 0.4% | −1,050−4.8% | 減碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 6,000 | $150.7 萬 | 0.3% | 00.0% | 不變 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 56,263 | $148.9 萬 | 0.3% | +806+1.5% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 71,053 | $148.4 萬 | 0.3% | +1,954+2.8% | 加碼 | – |
| Capital Group Global Equity14020R107 | SHS | 46,615 | $147.4 萬 | 0.3% | +4,258+10.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 10,944 | $147.0 萬 | 0.3% | −113−1.0% | 減碼 | – |
| ProShares Tr74347X500 | ULTR MSCI ETF | 22,953 | $146.5 萬 | 0.3% | −3,234−12.3% | 減碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 16,069 | $143.9 萬 | 0.3% | +426+2.7% | 加碼 | – |
| WYNNWynn Resorts Ltd | COM | 11,929 | $143.5 萬 | 0.3% | −33−0.3% | 減碼 | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 60,468 | $143.1 萬 | 0.3% | 00.0% | 不變 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 30,111 | $141.6 萬 | 0.3% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 7,662 | $140.5 萬 | 0.3% | −537−6.5% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 15,991 | $139.4 萬 | 0.3% | −12,323−43.5% | 減碼 | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 39,137 | $135.6 萬 | 0.3% | −683−1.7% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 18,273 | $130.5 萬 | 0.3% | −61−0.3% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,953 | $128.5 萬 | 0.3% | −1,656−15.6% | 減碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 12,600 | $123.9 萬 | 0.3% | +3,530+38.9% | 加碼 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 19,041 | $123.8 萬 | 0.3% | +9,219+93.9% | 加碼 | – |
| HSYHershey Co | COM | 6,680 | $121.6 萬 | 0.3% | +180+2.8% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 20,506 | $121.6 萬 | 0.3% | +3,311+19.3% | 加碼 | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 26,216 | $121.2 萬 | 0.3% | +1,920+7.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 21,247 | $120.7 萬 | 0.3% | +322+1.5% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 22,833 | $120.5 萬 | 0.3% | +1,519+7.1% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 3,470 | $119.4 萬 | 0.3% | +282+8.8% | 加碼 | 歷史 |
2025 年第 3 季之後清倉（21 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 21,510 | $123.7 萬 | 0.3% | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 10,127 | $90.2 萬 | 0.2% | – |
| ProShares Tr74347X302 | MSCI EMRG ETF | 9,235 | $70.9 萬 | 0.2% | – |
| ELVElevance Health, Inc. | Stock | 2,049 | $66.2 萬 | 0.2% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 9,087 | $60.9 萬 | 0.1% | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 3,172 | $60.7 萬 | 0.1% | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 5,956 | $59.6 萬 | 0.1% | – |
| ETHAiShares Ethereum Trust ETF | SHS | 12,659 | $39.9 萬 | 0.1% | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 13,853 | $27.4 萬 | 0.1% | 歷史 |
| iShares Ibonds 2025 Term High Yield & Income ETF46435U168 | ETF | 11,619 | $27.0 萬 | 0.1% | – |
| INSPInspire Medical Systems, Inc. | COM | 3,562 | $26.4 萬 | 0.1% | 歷史 |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 2,574 | $25.8 萬 | 0.1% | – |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 3,076 | $23.8 萬 | 0.1% | – |
| KMIKinder Morgan, Inc. | Stock | 8,391 | $23.8 萬 | 0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 2,798 | $23.7 萬 | 0.1% | 歷史 |
| PGProcter & Gamble Co | Stock | 1,422 | $21.9 萬 | 0.1% | 歷史 |
| ENBEnbridge Inc | Stock | 4,314 | $21.8 萬 | <0.1% | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,789 | $21.3 萬 | <0.1% | – |
| Amplify ETF Tr032108474 | ALTRNTV HARV ETF | 5,622 | $21.0 萬 | <0.1% | – |
| PANWPalo Alto Networks Inc | Stock | 1,019 | $20.7 萬 | <0.1% | 歷史 |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 628 | $20.0 萬 | <0.1% | – |