Tempo Wealth, LLC
- SEC CIK
- 0002112005
- 最新申報
- 2026/7/27
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/14 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 213
- 較 2025 年第 4 季 −1
- 總值
- $5.73 億
- 較 2025 年第 4 季 +$1,206 萬 (+2.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PHParker-Hannifin Corp | Stock | 92,136 | $8,248 萬 | 14.4% | +2,298+2.6% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 158,330 | $3,139 萬 | 5.5% | +10,758+7.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 31,219 | $2,030 萬 | 3.5% | +2,870+10.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 184,996 | $1,811 萬 | 3.2% | −80.0% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 293,156 | $1,659 萬 | 2.9% | +14,605+5.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 65,294 | $1,657 萬 | 2.9% | +1,597+2.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 54,412 | $1,565 萬 | 2.7% | +2,604+5.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 87,508 | $1,526 萬 | 2.7% | +1,549+1.8% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 23,285 | $1,521 萬 | 2.7% | +1,076+4.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 25,785 | $1,488 萬 | 2.6% | +2,385+10.2% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 180,548 | $1,330 萬 | 2.3% | +28,702+18.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 54,401 | $1,133 萬 | 2.0% | +3,226+6.3% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 86,765 | $1,079 萬 | 1.9% | +1,781+2.1% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 53,572 | $1,051 萬 | 1.8% | +38+0.1% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 31,737 | $982.3 萬 | 1.7% | −85−0.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 26,174 | $968.9 萬 | 1.7% | +2,639+11.2% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 126,266 | $852.7 萬 | 1.5% | +15,565+14.1% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 108,757 | $763.3 萬 | 1.3% | −2,192−2.0% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 11,883 | $710.1 萬 | 1.2% | +288+2.5% | 加碼 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 39,823 | $709.3 萬 | 1.2% | +50.0% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 29,119 | $691.9 萬 | 1.2% | +3,798+15.0% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 32,901 | $669.3 萬 | 1.2% | −260−0.8% | 減碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 105,135 | $657.7 萬 | 1.1% | −634−0.6% | 減碼 | – |
| MAMastercard Inc | Stock | 11,255 | $562.3 萬 | 1.0% | +543+5.1% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 11,845 | $517.4 萬 | 0.9% | −641−5.1% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 26,370 | $505.8 萬 | 0.9% | −167−0.6% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 8,729 | $499.4 萬 | 0.9% | +1,123+14.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,822 | $480.5 萬 | 0.8% | +242+5.3% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 86,632 | $441.4 萬 | 0.8% | +49,400+132.7% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 44,160 | $428.9 萬 | 0.7% | +4,829+12.3% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 17,153 | $419.3 萬 | 0.7% | +171+1.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 11,088 | $412.2 萬 | 0.7% | +244+2.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 13,944 | $400.0 萬 | 0.7% | +16+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 13,484 | $396.7 萬 | 0.7% | +2,185+19.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,131 | $389.7 萬 | 0.7% | +271+3.4% | 加碼 | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 40,401 | $387.7 萬 | 0.7% | +3,005+8.0% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 168,642 | $344.4 萬 | 0.6% | +48,746+40.7% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 21,927 | $320.7 萬 | 0.6% | +2,932+15.4% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 13,005 | $307.3 萬 | 0.5% | +1,043+8.7% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,600 | $304.6 萬 | 0.5% | +354+10.9% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 8,959 | $302.7 萬 | 0.5% | −629−6.6% | 減碼 | 歷史 |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 25,263 | $288.8 萬 | 0.5% | −547−2.1% | 減碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 28,744 | $265.3 萬 | 0.5% | −232−0.8% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 29,729 | $257.7 萬 | 0.4% | +8,964+43.2% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 19,162 | $254.7 萬 | 0.4% | +244+1.3% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 25,788 | $249.2 萬 | 0.4% | +1,821+7.6% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 10,207 | $245.0 萬 | 0.4% | −98−1.0% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 7,170 | $242.3 萬 | 0.4% | +12+0.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,958 | $240.5 萬 | 0.4% | +135+1.7% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 15,926 | $226.8 萬 | 0.4% | −320−2.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 109,554 | $223.6 萬 | 0.4% | −835−0.8% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 108,628 | $213.2 萬 | 0.4% | +35,627+48.8% | 加碼 | – |
| WMTWalmart Inc. | Stock | 16,295 | $202.5 萬 | 0.4% | +2,841+21.1% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 20,295 | $195.9 萬 | 0.3% | +3,346+19.7% | 加碼 | 歷史 |
| RKLBRocket Lab Corp | COM | 27,277 | $175.2 萬 | 0.3% | +823+3.1% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 31,857 | $172.2 萬 | 0.3% | +14,490+83.4% | 加碼 | – |
| BLKBlackRock, Inc. | Stock | 1,779 | $171.1 萬 | 0.3% | +248+16.2% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 91,437 | $170.6 萬 | 0.3% | +35,031+62.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 84,386 | $164.8 萬 | 0.3% | +10,320+13.9% | 加碼 | – |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 13,153 | $163.7 萬 | 0.3% | −183−1.4% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 9,906 | $160.2 萬 | 0.3% | +2,300+30.2% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 10,470 | $158.5 萬 | 0.3% | +341+3.4% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 23,745 | $152.2 萬 | 0.3% | +166+0.7% | 加碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 4,360 | $150.5 萬 | 0.3% | +738+20.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 43,562 | $147.1 萬 | 0.3% | −8,556−16.4% | 減碼 | – |
| SHWSherwin Williams Co | COM | 4,532 | $145.3 萬 | 0.3% | −10.0% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 5,790 | $145.1 萬 | 0.3% | +491+9.3% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 5,181 | $144.7 萬 | 0.3% | +562+12.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,323 | $142.2 萬 | 0.2% | −30−0.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,250 | $140.0 萬 | 0.2% | +1,434+21.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,653 | $139.4 萬 | 0.2% | +866+9.9% | 加碼 | 歷史 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 27,099 | $138.8 萬 | 0.2% | +4,196+18.3% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,714 | $136.5 萬 | 0.2% | −373−9.1% | 減碼 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 14,894 | $136.1 萬 | 0.2% | −173−1.1% | 減碼 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 11,720 | $134.6 萬 | 0.2% | −106−0.9% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,160 | $133.5 萬 | 0.2% | +15+0.4% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,703 | $127.6 萬 | 0.2% | +988+12.8% | 加碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 3,804 | $125.0 萬 | 0.2% | +382+11.2% | 加碼 | – |
| ORCLOracle Corp | Stock | 8,431 | $124.0 萬 | 0.2% | −46−0.5% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 18,970 | $119.5 萬 | 0.2% | −327−1.7% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 24,136 | $119.2 萬 | 0.2% | +1,975+8.9% | 加碼 | – |
| GEVGE Vernova Inc. | Stock | 1,363 | $119.0 萬 | 0.2% | +373+37.7% | 加碼 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 11,366 | $113.6 萬 | 0.2% | −415−3.5% | 減碼 | – |
| SHOPShopify Inc. | Stock | 8,909 | $105.7 萬 | 0.2% | +1,102+14.1% | 加碼 | 歷史 |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 18,968 | $105.6 萬 | 0.2% | −584−3.0% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 61,856 | $103.4 萬 | 0.2% | +19,566+46.3% | 加碼 | – |
| LECOLincoln Electric Holdings Inc | COM | 4,103 | $102.2 萬 | 0.2% | −21−0.5% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,423 | $100.8 萬 | 0.2% | +132+10.2% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,804 | $100.3 萬 | 0.2% | +27+1.0% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,459 | $99.6 萬 | 0.2% | +207+16.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,090 | $99.1 萬 | 0.2% | +933+29.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V175 | S&P SML600 GWT | 17,083 | $97.3 萬 | 0.2% | −1,450−7.8% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,430 | $94.9 萬 | 0.2% | +925+61.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 19,312 | $94.1 萬 | 0.2% | −2,570−11.7% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 30,383 | $93.2 萬 | 0.2% | +30,383 | 新進 | – |
| WTWWillis Towers Watson PLC | SHS | 3,178 | $92.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 7,815 | $89.9 萬 | 0.2% | +848+12.2% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,831 | $89.0 萬 | 0.2% | +316+3.3% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,269 | $88.5 萬 | 0.2% | −83−6.1% | 減碼 | – |
| Invesco Exchange Traded FD T46137V217 | S&P MDCP400 PR | 15,652 | $85.8 萬 | 0.1% | −1,300−7.7% | 減碼 | – |
2025 年第 4 季之後清倉（12 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 |
|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,193 | $42.0 萬 | 0.1% | – |
| SMCISuper Micro Computer, Inc. | Stock | 11,015 | $32.2 萬 | 0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 882 | $30.9 萬 | 0.1% | 歷史 |
| OKLOOklo Inc. | COM CL A | 3,349 | $24.0 萬 | <0.1% | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 420 | $23.9 萬 | <0.1% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 6,238 | $23.7 萬 | <0.1% | 歷史 |
| AONAon plc | CL A | 621 | $21.9 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 4,278 | $21.4 萬 | <0.1% | – |
| Vanguard Financials ETF92204A405 | ETF | 1,567 | $20.9 萬 | <0.1% | – |
| BROSDutch Bros Inc. | CL A | 3,312 | $20.3 萬 | <0.1% | 歷史 |
| TFCTruist Financial Corp | COM | 4,086 | $20.1 萬 | <0.1% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 355 | $20.1 萬 | <0.1% | 歷史 |