Tempus Wealth Planning, LLC
- SEC CIK
- 0001806428
- 最新申報
- 2026/7/22
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/22 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 281
- 較 2026 年第 1 季 +12
- 總值
- $5.11 億
- 較 2026 年第 1 季 +$7,597 萬 (+17.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GEGeneral Electric Co | Stock | 87,866 | $3,284 萬 | 6.4% | +320.0% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 21,331 | $2,506 萬 | 4.9% | −64−0.3% | 減碼 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 253,313 | $1,248 萬 | 2.4% | +7,055+2.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 59,143 | $1,183 萬 | 2.3% | −5,808−8.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 15,926 | $1,173 萬 | 2.3% | +1,685+11.8% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 495,023 | $1,145 萬 | 2.2% | +54,628+12.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 35,679 | $1,032 萬 | 2.0% | +121+0.3% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 60,131 | $971.4 萬 | 1.9% | +5,209+9.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,871 | $886.5 萬 | 1.7% | +1,311+12.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 100,050 | $879.2 萬 | 1.7% | +32,392+47.9% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 95,564 | $867.6 萬 | 1.7% | −964−1.0% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 290,411 | $854.7 萬 | 1.7% | +13,930+5.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 21,552 | $803.9 萬 | 1.6% | +237+1.1% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 9,897 | $741.2 萬 | 1.5% | +1,215+14.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 16,873 | $709.7 萬 | 1.4% | +631+3.9% | 加碼 | 歷史 |
| Capital Group Core Balanced14021D107 | SHS | 176,327 | $669.3 萬 | 1.3% | +2,331+1.3% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 201,709 | $558.7 萬 | 1.1% | +7,928+4.1% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 23,255 | $550.3 萬 | 1.1% | +50+0.2% | 加碼 | – |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 129,110 | $537.4 萬 | 1.1% | −3,146−2.4% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 14,520 | $518.9 萬 | 1.0% | +260+1.8% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 165,667 | $515.2 萬 | 1.0% | +14,376+9.5% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 6,913 | $499.8 萬 | 1.0% | −37−0.5% | 減碼 | 歷史 |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 92,966 | $473.7 萬 | 0.9% | +20,830+28.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 19,662 | $468.6 萬 | 0.9% | −100−0.5% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 131,508 | $445.0 萬 | 0.9% | +6,475+5.2% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 61,184 | $416.1 萬 | 0.8% | +10,196+20.0% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 29,874 | $410.9 萬 | 0.8% | +6,392+27.2% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 83,511 | $385.4 萬 | 0.8% | +40,419+93.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 11,735 | $384.1 萬 | 0.8% | +170+1.5% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 13,504 | $340.6 萬 | 0.7% | −333−2.4% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 56,380 | $339.9 萬 | 0.7% | +26,730+90.2% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 36,767 | $336.9 萬 | 0.7% | −42,455−53.6% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 58,552 | $330.7 萬 | 0.6% | +16,800+40.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,853 | $327.6 萬 | 0.6% | −14−0.2% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 63,145 | $319.4 萬 | 0.6% | +325+0.5% | 加碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 23,831 | $317.5 萬 | 0.6% | +4,800+25.2% | 加碼 | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 32,161 | $311.2 萬 | 0.6% | +32,161 | 新進 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 46,054 | $310.3 萬 | 0.6% | +46,054 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 25,985 | $305.2 萬 | 0.6% | +168+0.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 26,325 | $298.2 萬 | 0.6% | −845−3.1% | 減碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 56,495 | $298.1 萬 | 0.6% | +1,554+2.8% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 58,433 | $295.5 萬 | 0.6% | +54,319+1,320.3% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 12,545 | $284.8 萬 | 0.6% | +1,490+13.5% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,351 | $282.0 萬 | 0.6% | +49+2.1% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 101,521 | $278.9 萬 | 0.5% | +5,830+6.1% | 加碼 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 34,871 | $265.4 萬 | 0.5% | +20,283+139.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 18,640 | $264.1 萬 | 0.5% | +7,547+68.0% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 8,782 | $263.8 萬 | 0.5% | +30+0.3% | 加碼 | – |
| RKLBRocket Lab Corp | COM | 25,634 | $260.6 萬 | 0.5% | +350+1.4% | 加碼 | 歷史 |
| Capital Group Dividend Growe14021L109 | SHS ETF | 67,781 | $254.2 萬 | 0.5% | +1,636+2.5% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 29,236 | $252.7 萬 | 0.5% | −2,544−8.0% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 95,267 | $243.1 萬 | 0.5% | +2,708+2.9% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 26,852 | $241.9 萬 | 0.5% | +4,244+18.8% | 加碼 | – |
| ROKRockwell Automation, Inc | Stock | 4,862 | $240.7 萬 | 0.5% | +4+0.1% | 加碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 82,562 | $239.5 萬 | 0.5% | −607−0.7% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 24,200 | $231.4 萬 | 0.5% | +735+3.1% | 加碼 | – |
| ORCLOracle Corp | Stock | 15,652 | $229.4 萬 | 0.4% | +163+1.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,252 | $226.4 萬 | 0.4% | +195+3.2% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C764 | ISHA IN CTRY ETF | 61,365 | $224.6 萬 | 0.4% | +27,267+80.0% | 加碼 | – |
| ProShares Tr74347R842 | PSHS ULTRUSS2000 | 33,257 | $223.6 萬 | 0.4% | +33,257 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 3,959 | $223.0 萬 | 0.4% | +210+5.6% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 96,656 | $220.2 萬 | 0.4% | +48,808+102.0% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 43,168 | $217.5 萬 | 0.4% | +45+0.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 8,489 | $215.6 萬 | 0.4% | +184+2.2% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 19,505 | $215.2 萬 | 0.4% | −2,932−13.1% | 減碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 39,879 | $210.2 萬 | 0.4% | +2,155+5.7% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 14,726 | $209.7 萬 | 0.4% | −104−0.7% | 減碼 | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 46,808 | $208.2 萬 | 0.4% | −256−0.5% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 38,576 | $199.7 萬 | 0.4% | +68+0.2% | 加碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 41,465 | $196.6 萬 | 0.4% | +800+2.0% | 加碼 | – |
| Tidal Trust I886364231 | FUND GRAN US ETF | 70,680 | $195.4 萬 | 0.4% | −49,800−41.3% | 減碼 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 30,447 | $194.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 12,300 | $192.2 萬 | 0.4% | −762−5.8% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 12,653 | $191.7 萬 | 0.4% | +153+1.2% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 19,376 | $190.3 萬 | 0.4% | +43+0.2% | 加碼 | – |
| BABoeing Co | Stock | 8,732 | $189.0 萬 | 0.4% | +201+2.4% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 19,858 | $187.7 萬 | 0.4% | +5,792+41.2% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,971 | $184.4 萬 | 0.4% | −22−1.1% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 31,921 | $181.9 萬 | 0.4% | +155+0.5% | 加碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 5,987 | $173.3 萬 | 0.3% | +39+0.7% | 加碼 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 72,954 | $172.8 萬 | 0.3% | +2,603+3.7% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 36,488 | $172.2 萬 | 0.3% | +430+1.2% | 加碼 | – |
| WMWaste Management Inc | Stock | 7,691 | $171.4 萬 | 0.3% | +115+1.5% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 27,365 | $168.2 萬 | 0.3% | +1,765+6.9% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 21,523 | $166.0 萬 | 0.3% | +19+0.1% | 加碼 | – |
| VVisa Inc. | Stock | 4,811 | $165.0 萬 | 0.3% | +45+0.9% | 加碼 | 歷史 |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 38,973 | $165.0 萬 | 0.3% | −592−1.5% | 減碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 6,000 | $164.2 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 44,699 | $161.5 萬 | 0.3% | +2,444+5.8% | 加碼 | – |
| Capital Group Global Equity14020R107 | SHS | 45,268 | $159.5 萬 | 0.3% | −2,000−4.2% | 減碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 60,468 | $158.6 萬 | 0.3% | +1,660+2.8% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 4,468 | $157.6 萬 | 0.3% | +300+7.2% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 15,912 | $155.3 萬 | 0.3% | −752−4.5% | 減碼 | – |
| BlackRock ETF Trust09290C855 | ISHA LA CORE ETF | 30,264 | $152.4 萬 | 0.3% | +16,204+115.2% | 加碼 | – |
| BlackRock ETF Trust09290C665 | ISHA SYST AL ETF | 54,287 | $152.3 萬 | 0.3% | +54,287 | 新進 | – |
| Fidelity Covington Trust316092824 | LOW VOLITY ETF | 22,081 | $150.9 萬 | 0.3% | −13−0.1% | 減碼 | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 32,998 | $150.4 萬 | 0.3% | −730−2.2% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 9,022 | $147.7 萬 | 0.3% | −86−0.9% | 減碼 | – |
| iShares Ibonds 2026 Term High Yield and Income ETF46436E528 | ETF | 64,689 | $146.5 萬 | 0.3% | −161,587−71.4% | 減碼 | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 17,454 | $141.4 萬 | 0.3% | −1,486−7.8% | 減碼 | – |
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 |
|---|---|---|---|
| Tesla Inc88160R901 | CALL | – | $38.7 萬 |
2026 年第 1 季之後清倉（18 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 4,969 | $112.3 萬 | 0.3% | 歷史 |
| iShares Tr46432F875 | MRNGSTR INC ETF | 49,000 | $106.5 萬 | 0.2% | – |
| Goldman Sachs ETF Tr38149W630 | NASDA 100 ETF | 20,000 | $99.0 萬 | 0.2% | – |
| EXRExtra Space Storage Inc. | COM | 4,334 | $56.8 萬 | 0.1% | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 5,528 | $56.3 萬 | 0.1% | – |
| HLNHaleon plc | ADR | 54,779 | $54.8 萬 | 0.1% | 歷史 |
| J P Morgan Exchange Traded F46654Q567 | EQUITY AND OPTN | 10,000 | $53.2 萬 | 0.1% | – |
| Hartford Multifactor Emerging Markets ETF518416201 | ETF | 16,500 | $51.2 萬 | 0.1% | – |
| DDDuPont de Nemours, Inc. | COM | 7,190 | $32.9 萬 | 0.1% | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 4,847 | $29.7 萬 | 0.1% | 歷史 |
| DOXAmdocs Ltd | SHS | 4,555 | $29.7 萬 | 0.1% | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 5,700 | $28.4 萬 | 0.1% | – |
| RPDRapid7, Inc. | COM | 42,301 | $23.3 萬 | 0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,239 | $23.1 萬 | 0.1% | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,336 | $21.9 萬 | 0.1% | – |
| SSentinelOne, Inc. | CL A | 12,969 | $16.7 萬 | <0.1% | 歷史 |
| RXSTRxSight, Inc. | COM | 25,867 | $15.9 萬 | <0.1% | 歷史 |
| ALVOAlvotech | ORDINARY SHARES | 44,213 | $15.2 萬 | <0.1% | 歷史 |