Tempus Wealth Planning, LLC
IRVINE CA · SEC CIK 0001806428
$5.11亿2026Q2 申报市值
282持仓数
28.0%前十大占比 · 第一大 6.4%
21 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPYM 加仓+$284.66万
JPST 加仓+$274.69万
PROSHARES TR 新建仓+$223.59万
IUSB 加仓+$186.53万
IDMO 加仓+$161.16万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$389.06万
IBHF 减仓-$365.99万
PPA 减仓-$288.31万
GMOI 减仓-$226.80万
QLD 重新持有-$204.55万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | $3,283.82万 | 6.42% | 87,866 | 32 | 0.0% | $1.20万 | 加仓 |
| GEV | GE VERNOVA INC | $2,506.09万 | 4.90% | 21,331 | -64 | -0.3% | -$7.52万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,248.33万 | 2.44% | 253,313 | 7,055 | 2.9% | $34.77万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,183.39万 | 2.31% | 59,143 | -5,808 | -8.9% | -$116.21万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,172.77万 | 2.29% | 15,926 | 1,685 | 11.8% | $124.08万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,144.99万 | 2.24% | 495,023 | 54,628 | 12.4% | $126.35万 | 加仓 |
| AAPL | APPLE INC | $1,032.40万 | 2.02% | 35,679 | 121 | 0.3% | $3.50万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $971.35万 | 1.90% | 60,131 | 5,209 | 9.5% | $84.15万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $886.47万 | 1.73% | 11,871 | 1,311 | 12.4% | $97.90万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $879.24万 | 1.72% | 100,050 | 32,392 | 47.9% | $284.66万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $867.63万 | 1.70% | 95,564 | -964 | -1.0% | -$8.75万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $854.68万 | 1.67% | 290,411 | 13,930 | 5.0% | $41.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $803.95万 | 1.57% | 21,552 | 237 | 1.1% | $8.84万 | 加仓 |
| IVV | ISHARES TR | $741.18万 | 1.45% | 9,897 | 1,215 | 14.0% | $90.99万 | 加仓 |
| TSLA | TESLA INC | $709.69万 | 1.39% | 16,873 | 631 | 3.9% | $26.54万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $669.34万 | 1.31% | 176,327 | 2,331 | 1.3% | $8.85万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $558.73万 | 1.09% | 201,709 | 7,928 | 4.1% | $21.96万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $550.25万 | 1.08% | 23,255 | 50 | 0.2% | $1.18万 | 加仓 |
| QLTY | GMO ETF TRUST | $537.36万 | 1.05% | 129,110 | -3,146 | -2.4% | -$13.09万 | 减仓 |
| GOOGL | ALPHABET INC | $518.89万 | 1.01% | 14,520 | 260 | 1.8% | $9.29万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $515.22万 | 1.01% | 165,667 | 14,376 | 9.5% | $44.71万 | 加仓 |
| AMAT | APPLIED MATLS INC | $499.81万 | 0.98% | 6,913 | -37 | -0.5% | -$2.68万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $473.66万 | 0.93% | 92,966 | 20,830 | 28.9% | $106.13万 | 加仓 |
| AMZN | AMAZON COM INC | $468.63万 | 0.92% | 19,662 | -100 | -0.5% | -$2.38万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $445.02万 | 0.87% | 131,508 | 6,475 | 5.2% | $21.91万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $416.11万 | 0.81% | 61,184 | 10,196 | 20.0% | $69.34万 | 加仓 |
| IVW | ISHARES TR | $410.86万 | 0.80% | 29,874 | 6,392 | 27.2% | $87.91万 | 加仓 |
| IUSB | ISHARES TR | $385.40万 | 0.75% | 83,511 | 40,419 | 93.8% | $186.53万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $384.13万 | 0.75% | 11,735 | 170 | 1.5% | $5.56万 | 加仓 |
| IYW | ISHARES TR | $340.61万 | 0.67% | 13,504 | -333 | -2.4% | -$8.40万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $339.92万 | 0.66% | 56,380 | 26,730 | 90.2% | $161.16万 | 加仓 |
| BIL | SPDR SERIES TRUST | $336.93万 | 0.66% | 36,767 | -42,455 | -53.6% | -$389.06万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $330.70万 | 0.65% | 58,552 | 16,800 | 40.2% | $94.89万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $327.59万 | 0.64% | 8,853 | -14 | -0.2% | -$5,180 | 减仓 |
| ICSH | ISHARES TR | $319.39万 | 0.62% | 63,145 | 325 | 0.5% | $1.64万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $317.55万 | 0.62% | 23,831 | 4,800 | 25.2% | $63.96万 | 加仓 |
| QLD | PROSHARES TR | $311.19万 | 0.61% | 32,161 | -21,140 | -39.7% | -$204.55万 | 重新持有 |
| SSO | PROSHARES TR | $310.31万 | 0.61% | 46,054 | -17,644 | -27.7% | -$118.89万 | 重新持有 |
| CSCO | CISCO SYS INC | $305.22万 | 0.60% | 25,985 | 168 | 0.7% | $1.97万 | 加仓 |
| WMT | WALMART INC | $298.15万 | 0.58% | 26,325 | -845 | -3.1% | -$9.57万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $298.07万 | 0.58% | 56,495 | 1,554 | 2.8% | $8.20万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $295.50万 | 0.58% | 58,433 | 54,319 | 1,320.3% | $274.69万 | 加仓 |
| IVE | ISHARES TR | $284.84万 | 0.56% | 12,545 | 1,490 | 13.5% | $33.83万 | 加仓 |
| LLY | ELI LILLY & CO | $282.00万 | 0.55% | 2,351 | 49 | 2.1% | $5.88万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $278.88万 | 0.55% | 101,521 | 5,830 | 6.1% | $16.01万 | 加仓 |
| ACWX | ISHARES TR | $265.40万 | 0.52% | 34,871 | 20,283 | 139.0% | $154.37万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $264.05万 | 0.52% | 18,640 | 7,547 | 68.0% | $106.91万 | 加仓 |
| IWM | ISHARES TR | $263.85万 | 0.52% | 8,782 | 30 | 0.3% | $9,013 | 加仓 |
| RKLB | ROCKET LAB CORP | $260.57万 | 0.51% | 25,634 | 350 | 1.4% | $3.56万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $254.25万 | 0.50% | 67,781 | 1,636 | 2.5% | $6.14万 | 加仓 |
| TLT | ISHARES TR | $252.66万 | 0.49% | 29,236 | -2,544 | -8.0% | -$21.99万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $243.12万 | 0.48% | 95,267 | 2,708 | 2.9% | $6.91万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $241.94万 | 0.47% | 26,852 | 4,244 | 18.8% | $38.24万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $240.71万 | 0.47% | 4,862 | 4 | 0.1% | $1,980 | 加仓 |
| SPTS | SPDR SERIES TRUST | $239.51万 | 0.47% | 82,562 | -607 | -0.7% | -$1.76万 | 减仓 |
| DGRW | WISDOMTREE TR | $231.40万 | 0.45% | 24,200 | 735 | 3.1% | $7.03万 | 加仓 |
| ORCL | ORACLE CORP | $229.38万 | 0.45% | 15,652 | 163 | 1.1% | $2.39万 | 加仓 |
| AMGN | AMGEN INC | $226.41万 | 0.44% | 6,252 | 195 | 3.2% | $7.06万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $224.60万 | 0.44% | 61,365 | 27,267 | 80.0% | $99.80万 | 加仓 |
| — | PROSHARES TR | $223.59万 | 0.44% | 33,257 | 33,257 | — | $223.59万 | 新建仓 |
| META | META PLATFORMS INC | $222.99万 | 0.44% | 3,959 | 210 | 5.6% | $11.83万 | 加仓 |
| GOVT | ISHARES TR | $220.18万 | 0.43% | 96,656 | 48,808 | 102.0% | $111.18万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $217.52万 | 0.43% | 43,168 | 45 | 0.1% | $2,268 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $215.60万 | 0.42% | 8,489 | 184 | 2.2% | $4.67万 | 加仓 |
| SHV | ISHARES TR | $215.23万 | 0.42% | 19,505 | -2,932 | -13.1% | -$32.35万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $210.24万 | 0.41% | 39,879 | 2,155 | 5.7% | $11.36万 | 加仓 |
| DSI | ISHARES TR | $209.68万 | 0.41% | 14,726 | -104 | -0.7% | -$1.48万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $208.20万 | 0.41% | 46,808 | -256 | -0.5% | -$1.14万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $199.75万 | 0.39% | 38,576 | 68 | 0.2% | $3,521 | 加仓 |
| EAGG | ISHARES TR | $196.59万 | 0.38% | 41,465 | 800 | 2.0% | $3.79万 | 加仓 |
| GRNY | TIDAL TRUST I | $195.43万 | 0.38% | 70,680 | -49,800 | -41.3% | -$137.70万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $194.89万 | 0.38% | 30,447 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $192.24万 | 0.38% | 12,300 | -762 | -5.8% | -$11.91万 | 减仓 |
| TJX | TJX COS INC NEW | $191.69万 | 0.37% | 12,653 | 153 | 1.2% | $2.32万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $190.28万 | 0.37% | 19,376 | 43 | 0.2% | $4,223 | 加仓 |
| BA | BOEING CO | $189.02万 | 0.37% | 8,732 | 201 | 2.4% | $4.35万 | 加仓 |
| MBB | ISHARES TR | $187.70万 | 0.37% | 19,858 | 5,792 | 41.2% | $54.75万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $184.37万 | 0.36% | 1,971 | -22 | -1.1% | -$2.06万 | 减仓 |
| BAC | BANK OF AMER CORP | $181.88万 | 0.36% | 31,921 | 155 | 0.5% | $8,832 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $173.27万 | 0.34% | 5,987 | 39 | 0.7% | $1.13万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $172.75万 | 0.34% | 72,954 | 2,603 | 3.7% | $6.16万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $172.22万 | 0.34% | 36,488 | 430 | 1.2% | $2.03万 | 加仓 |
| WM | WASTE MGMT INC DEL | $171.42万 | 0.34% | 7,691 | 115 | 1.5% | $2.56万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $168.19万 | 0.33% | 27,365 | 1,765 | 6.9% | $10.85万 | 加仓 |
| IJH | ISHARES TR | $165.96万 | 0.32% | 21,523 | 19 | 0.1% | $1,465 | 加仓 |
| V | VISA INC | $165.05万 | 0.32% | 4,811 | 45 | 0.9% | $1.54万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $164.97万 | 0.32% | 38,973 | -592 | -1.5% | -$2.51万 | 减仓 |
| MGC | VANGUARD WORLD FD | $164.18万 | 0.32% | 6,000 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $161.50万 | 0.32% | 44,699 | 2,444 | 5.8% | $8.83万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $159.52万 | 0.31% | 45,268 | -2,000 | -4.2% | -$7.05万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $158.61万 | 0.31% | 60,468 | 1,660 | 2.8% | $4.35万 | 加仓 |
| HD | HOME DEPOT INC | $157.57万 | 0.31% | 4,468 | 300 | 7.2% | $10.58万 | 加仓 |
| AOA | ISHARES TR | $155.30万 | 0.30% | 15,912 | -752 | -4.5% | -$7.34万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $152.44万 | 0.30% | 30,264 | 16,204 | 115.2% | $81.62万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $152.28万 | 0.30% | 54,287 | 54,287 | — | $152.28万 | 新建仓 |
| FDLO | FIDELITY COVINGTON TRUST | $150.89万 | 0.30% | 22,081 | -13 | -0.1% | -$888 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $150.40万 | 0.29% | 32,998 | -730 | -2.2% | -$3.33万 | 减仓 |
| ESGU | ISHARES TR | $147.66万 | 0.29% | 9,022 | -86 | -0.9% | -$1.41万 | 减仓 |
| IBHF | ISHARES TR | $146.52万 | 0.29% | 64,689 | -161,587 | -71.4% | -$365.99万 | 减仓 |
| TQQQ | PROSHARES TR | $141.38万 | 0.28% | 17,454 | -1,486 | -7.8% | -$12.04万 | 减仓 |