Tempus Wealth Planning, LLC
- SEC CIK
- 0001806428
- 最新申報
- 2026/7/22
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/29 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 269
- 較 2025 年第 4 季 −6
- 總值
- $4.35 億
- 較 2025 年第 4 季 −$147.5 萬 (−0.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GEGeneral Electric Co | Stock | 87,834 | $2,492 萬 | 5.7% | −273−0.3% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 21,395 | $1,868 萬 | 4.3% | −60−0.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 64,951 | $1,133 萬 | 2.6% | −60.0% | 減碼 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 246,258 | $1,048 萬 | 2.4% | −5,559−2.2% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 440,395 | $1,023 萬 | 2.4% | +42,600+10.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 35,558 | $902.4 萬 | 2.1% | +44+0.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 14,241 | $821.9 萬 | 1.9% | −207−1.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 21,315 | $789.0 萬 | 1.8% | +340+1.6% | 加碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 96,528 | $763.2 萬 | 1.8% | −1,121−1.1% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 79,222 | $726.0 萬 | 1.7% | +27,055+51.9% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 276,481 | $708.9 萬 | 1.6% | +5,088+1.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,560 | $686.8 萬 | 1.6% | −30−0.3% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 54,922 | $615.7 萬 | 1.4% | −23,646−30.1% | 減碼 | – |
| TSLATesla, Inc. | Stock | 16,242 | $603.8 萬 | 1.4% | +585+3.7% | 加碼 | 歷史 |
| Capital Group Core Balanced14021D107 | SHS | 173,996 | $598.7 萬 | 1.4% | +6,077+3.6% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 8,682 | $567.1 萬 | 1.3% | −64−0.7% | 減碼 | – |
| iShares Ibonds 2026 Term High Yield and Income ETF46436E528 | ETF | 226,276 | $519.3 萬 | 1.2% | −35,650−13.6% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 67,658 | $517.9 萬 | 1.2% | +15,785+30.4% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 23,205 | $499.0 萬 | 1.1% | −698−2.9% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 193,781 | $479.6 萬 | 1.1% | −205−0.1% | 減碼 | – |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 132,256 | $478.5 萬 | 1.1% | −4,994−3.6% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 151,291 | $421.3 萬 | 1.0% | +2,292+1.5% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 19,762 | $411.6 萬 | 0.9% | +277+1.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 14,260 | $410.1 萬 | 0.9% | +169+1.2% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 125,033 | $364.2 萬 | 0.8% | +2,173+1.8% | 加碼 | – |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 20,935 | $346.9 萬 | 0.8% | +640+3.2% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 11,565 | $340.2 萬 | 0.8% | +267+2.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 27,170 | $337.7 萬 | 0.8% | +1,152+4.4% | 加碼 | 歷史 |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 72,136 | $334.7 萬 | 0.8% | +4,900+7.3% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 62,820 | $318.0 萬 | 0.7% | −6,857−9.8% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 50,988 | $296.6 萬 | 0.7% | +8,852+21.0% | 加碼 | – |
| Tidal Trust I886364231 | FUND GRAN US ETF | 120,480 | $287.6 萬 | 0.7% | +13,500+12.6% | 加碼 | – |
| Gmo ETF Trust90139K407 | GMO INTL VALUE | 78,730 | $285.2 萬 | 0.7% | +78,730 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,867 | $284.5 萬 | 0.7% | −10.0% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 31,780 | $275.5 萬 | 0.6% | +15,789+98.7% | 加碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 54,941 | $268.8 萬 | 0.6% | +31+0.1% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,482 | $265.6 萬 | 0.6% | +6,002+34.3% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 95,691 | $259.8 萬 | 0.6% | +3,050+3.3% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 13,837 | $251.0 萬 | 0.6% | −317−2.2% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 22,437 | $247.7 萬 | 0.6% | +4,284+23.6% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 83,169 | $242.7 萬 | 0.6% | +751+0.9% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 6,950 | $237.5 萬 | 0.5% | +2,779+66.6% | 加碼 | 歷史 |
| Capital Group Dividend Growe14021L109 | SHS ETF | 66,145 | $237.5 萬 | 0.5% | +282+0.4% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 92,559 | $237.1 萬 | 0.5% | +2,621+2.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 41,752 | $236.7 萬 | 0.5% | +38,113+1,047.3% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 11,055 | $233.4 萬 | 0.5% | +3,596+48.2% | 加碼 | – |
| ORCLOracle Corp | Stock | 15,489 | $227.9 萬 | 0.5% | −432−2.7% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 8,752 | $217.1 萬 | 0.5% | +331+3.9% | 加碼 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 30,447 | $216.7 萬 | 0.5% | −40.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,749 | $214.5 萬 | 0.5% | +124+3.4% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 28,760 | $213.8 萬 | 0.5% | −1,939−6.3% | 減碼 | – |
| AMGNAmgen Inc | Stock | 6,057 | $213.1 萬 | 0.5% | −45−0.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,302 | $211.7 萬 | 0.5% | +8+0.3% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 19,031 | $210.8 萬 | 0.5% | +6,431+51.0% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 23,465 | $206.1 萬 | 0.5% | −388−1.6% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 8,305 | $203.0 萬 | 0.5% | +242+3.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 25,817 | $200.3 萬 | 0.5% | +607+2.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 12,500 | $199.6 萬 | 0.5% | +223+1.8% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 43,092 | $199.0 萬 | 0.5% | +4,218+10.9% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,993 | $198.6 萬 | 0.5% | +67+3.5% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 13,062 | $197.8 萬 | 0.5% | −64−0.5% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 43,123 | $196.9 萬 | 0.5% | +1,888+4.6% | 加碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 40,665 | $193.4 萬 | 0.4% | +717+1.8% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 9,972 | $191.3 萬 | 0.4% | +1,011+11.3% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 19,333 | $182.2 萬 | 0.4% | +723+3.9% | 加碼 | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 47,064 | $180.8 萬 | 0.4% | +408+0.9% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 38,508 | $180.6 萬 | 0.4% | +2,527+7.0% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 14,830 | $179.7 萬 | 0.4% | +94+0.6% | 加碼 | – |
| ROKRockwell Automation, Inc | Stock | 4,858 | $174.3 萬 | 0.4% | −22−0.5% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 7,576 | $174.1 萬 | 0.4% | +182+2.5% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 22,608 | $170.0 萬 | 0.4% | +1,900+9.2% | 加碼 | – |
| BABoeing Co | Stock | 8,531 | $169.8 萬 | 0.4% | +310+3.8% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 29,650 | $162.6 萬 | 0.4% | +11,900+67.0% | 加碼 | – |
| RKLBRocket Lab Corp | COM | 25,284 | $162.4 萬 | 0.4% | +1,040+4.3% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 30,111 | $158.5 萬 | 0.4% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 31,766 | $154.9 萬 | 0.4% | −47−0.1% | 減碼 | 歷史 |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 33,728 | $154.7 萬 | 0.4% | +7,512+28.7% | 加碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 58,808 | $154.7 萬 | 0.4% | +2,545+4.5% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 70,351 | $151.2 萬 | 0.3% | −702−1.0% | 減碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 16,664 | $147.5 萬 | 0.3% | +595+3.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 11,093 | $145.6 萬 | 0.3% | +149+1.4% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 21,504 | $145.2 萬 | 0.3% | +3,807+21.5% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 36,058 | $144.9 萬 | 0.3% | −341−0.9% | 減碼 | – |
| Capital Group Global Equity14020R107 | SHS | 47,268 | $144.2 萬 | 0.3% | +653+1.4% | 加碼 | – |
| VVisa Inc. | Stock | 4,766 | $144.1 萬 | 0.3% | +183+4.0% | 加碼 | 歷史 |
| Fidelity Covington Trust316092824 | LOW VOLITY ETF | 22,094 | $142.7 萬 | 0.3% | −3,600−14.0% | 減碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 25,600 | $142.1 萬 | 0.3% | +25,600 | 新進 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 6,000 | $141.8 萬 | 0.3% | 00.0% | 不變 | – |
| PLTRPalantir Technologies Inc. | Stock | 9,598 | $140.4 萬 | 0.3% | +551+6.1% | 加碼 | 歷史 |
| HSYHershey Co | COM | 6,691 | $139.1 萬 | 0.3% | +11+0.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,168 | $137.1 萬 | 0.3% | +698+20.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 18,529 | $135.5 萬 | 0.3% | +256+1.4% | 加碼 | – |
| CVXChevron Corp | Stock | 6,461 | $133.7 萬 | 0.3% | +2,798+76.4% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 14,066 | $133.6 萬 | 0.3% | +3,190+29.3% | 加碼 | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 39,565 | $132.0 萬 | 0.3% | +428+1.1% | 加碼 | – |
| RTXRTX Corp | Stock | 6,838 | $131.9 萬 | 0.3% | −824−10.8% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 9,108 | $128.8 萬 | 0.3% | −1,493−14.1% | 減碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 24,529 | $127.4 萬 | 0.3% | +1,696+7.4% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,541 | $126.5 萬 | 0.3% | −412−4.6% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 8,119 | $126.1 萬 | 0.3% | +559+7.4% | 加碼 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| SPDR S&P 500 ETF Tr78462F953 | PUT | $22.6 萬 | – |
2025 年第 4 季之後清倉（27 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 53,301 | $375.3 萬 | 0.9% | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 63,698 | $368.9 萬 | 0.8% | – |
| ProShares Tr74347X500 | ULTR MSCI ETF | 22,953 | $146.5 萬 | 0.3% | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 60,468 | $143.1 萬 | 0.3% | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 27,400 | $111.9 萬 | 0.3% | – |
| T Rowe Price Exchange-Traded87283Q883 | FLOATING RATE | 19,881 | $102.2 萬 | 0.2% | – |
| Entrepreneurshares Series Tr293828877 | ERSH PRI PUB ETF | 30,000 | $60.4 萬 | 0.1% | – |
| iShares S&P 100 ETF464287101 | ETF | 1,612 | $55.3 萬 | 0.1% | – |
| DKNGDraftKings Inc. | Stock | 10,733 | $37.0 萬 | 0.1% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 9,701 | $31.1 萬 | 0.1% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 7,921 | $30.1 萬 | 0.1% | 歷史 |
| DXCMDexcom Inc | COM | 4,216 | $28.0 萬 | 0.1% | 歷史 |
| iShares Tr46435U796 | SYSTEMATIC BD ET | 3,044 | $27.3 萬 | 0.1% | – |
| FLUTFlutter Entertainment plc | SHS | 1,269 | $27.3 萬 | 0.1% | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 2,237 | $27.3 萬 | 0.1% | – |
| LEGNLegend Biotech Corp | SPONSORED ADS | 12,217 | $26.6 萬 | 0.1% | 歷史 |
| WFCWells Fargo & Company | Stock | 2,833 | $26.4 萬 | 0.1% | 歷史 |
| UBERUber Technologies, Inc | Stock | 3,169 | $25.9 萬 | 0.1% | 歷史 |
| SLViShares Silver Trust | ETF | 4,011 | $25.8 萬 | 0.1% | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 1,445 | $25.4 萬 | 0.1% | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 1,180 | $21.5 萬 | <0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 2,685 | $21.3 萬 | <0.1% | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 3,790 | $21.1 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 1,851 | $20.1 萬 | <0.1% | – |
| GISGeneral Mills Inc | Stock | 4,320 | $20.1 萬 | <0.1% | 歷史 |
| AXPAmerican Express Co | Stock | 543 | $20.1 萬 | <0.1% | 歷史 |
| EONREON Resources Inc. | COM CL A | 12,000 | $4,609 | <0.1% | 歷史 |