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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES TR | $0 | 0.00% | 0 | -49,000 | -100.0% | -$106.48万 | 清仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -20,000 | -100.0% | -$98.98万 | 清仓 |
| EXR | EXTRA SPACE STORAGE INC | $0 | 0.00% | 0 | -4,334 | -100.0% | -$56.83万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -5,528 | -100.0% | -$56.27万 | 清仓 |
| HLN | HALEON PLC | $0 | 0.00% | 0 | -54,779 | -100.0% | -$54.83万 | 清仓 |
| — | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -10,000 | -100.0% | -$53.17万 | 清仓 |
| — | LATTICE STRATEGIES TR | $0 | 0.00% | 0 | -16,500 | -100.0% | -$51.16万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -2,397 | -100.0% | -$32.93万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -4,847 | -100.0% | -$29.74万 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -4,555 | -100.0% | -$29.73万 | 清仓 |
| VUSB | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -5,700 | -100.0% | -$28.38万 | 清仓 |
| RPD | RAPID7 INC | $0 | 0.00% | 0 | -42,301 | -100.0% | -$23.31万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,239 | -100.0% | -$23.12万 | 清仓 |
| — | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$22.56万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -2,336 | -100.0% | -$21.94万 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -12,969 | -100.0% | -$16.70万 | 清仓 |
| RXST | RXSIGHT INC | $0 | 0.00% | 0 | -25,867 | -100.0% | -$15.93万 | 清仓 |
| ALVO | ALVOTECH | $0 | 0.00% | 0 | -44,213 | -100.0% | -$15.17万 | 清仓 |
| — | GT BIOPHARMA INC | $7,346 | 0.00% | 15,000 | 15,000 | — | $7,346 | 新建仓 |
| — | PDS BIOTECHNOLOGY CORP | $5.45万 | 0.01% | 61,800 | 0 | 0.0% | — | 不变 |
| — | PIMCO HIGH INCOME FD | $10.59万 | 0.02% | 22,730 | 0 | 0.0% | — | 不变 |
| — | NANO X IMAGING LTD | $11.54万 | 0.02% | 99,487 | -1,100 | -1.1% | -$1,276 | 减仓 |
| — | ACV AUCTIONS INC | $14.72万 | 0.03% | 20,476 | -7,854 | -27.7% | -$5.65万 | 减仓 |
| F | FORD MTR CO | $16.31万 | 0.03% | 11,735 | -836 | -6.7% | -$1.16万 | 减仓 |
| XYZ | BLOCK INC | $20.33万 | 0.04% | 2,675 | 2,675 | — | $20.33万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $20.34万 | 0.04% | 6,362 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $20.40万 | 0.04% | 3,841 | -193 | -4.8% | -$1.02万 | 减仓 |
| PSX | PHILLIPS 66 | $20.49万 | 0.04% | 1,212 | -20 | -1.6% | -$3,381 | 减仓 |
| FNV | FRANCO NEV CORP | $20.53万 | 0.04% | 985 | -80 | -7.5% | -$1.67万 | 减仓 |
| EFA | ISHARES TR | $21.05万 | 0.04% | 2,026 | 2,026 | — | $21.05万 | 新建仓 |
| NOW | SERVICENOW INC | $21.12万 | 0.04% | 2,127 | 2,127 | — | $21.12万 | 新建仓 |
| MDT | MEDTRONIC PLC | $21.35万 | 0.04% | 2,729 | 126 | 4.8% | $9,856 | 加仓 |
| TMUS | T-MOBILE US INC | $21.47万 | 0.04% | 1,280 | -827 | -39.3% | -$13.87万 | 减仓 |
| AZO | AUTOZONE INC | $21.73万 | 0.04% | 68 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $21.80万 | 0.04% | 549 | 549 | — | $21.80万 | 新建仓 |
| PTLC | PACER FDS TR | $22.08万 | 0.04% | 3,790 | 0 | 0.0% | — | 重新持有 |
| MCK | MCKESSON CORP | $22.19万 | 0.04% | 294 | 61 | 26.2% | $4.60万 | 加仓 |
| HYS | PIMCO ETF TR | $22.27万 | 0.04% | 2,381 | 2,381 | — | $22.27万 | 新建仓 |
| ENB | ENBRIDGE INC | $22.41万 | 0.04% | 4,133 | -9 | -0.2% | -$488 | 减仓 |
| MUB | ISHARES TR | $22.68万 | 0.04% | 2,107 | -71 | -3.3% | -$7,642 | 减仓 |
| FLRN | SPDR SERIES TRUST | $22.90万 | 0.04% | 7,422 | 7,422 | — | $22.90万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $23.16万 | 0.05% | 1,464 | -773 | -34.6% | -$12.23万 | 重新持有 |
| HSIC | SCHEIN HENRY INC | $23.38万 | 0.05% | 2,799 | -815 | -22.6% | -$6.81万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $23.49万 | 0.05% | 2,614 | -846 | -24.5% | -$7.60万 | 减仓 |
| SYSB | ISHARES TR | $23.90万 | 0.05% | 2,694 | -350 | -11.5% | -$3.11万 | 重新持有 |
| GSK | GSK PLC | $23.95万 | 0.05% | 4,568 | 0 | 0.0% | — | 不变 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $23.97万 | 0.05% | 9,271 | 240 | 2.7% | $6,204 | 加仓 |
| QCOM | QUALCOMM INC | $24.22万 | 0.05% | 1,311 | -300 | -18.6% | -$5.54万 | 减仓 |
| CVS | CVS HEALTH CORP | $24.49万 | 0.05% | 2,367 | -318 | -11.8% | -$3.29万 | 重新持有 |
| PFF | ISHARES TR | $24.55万 | 0.05% | 8,052 | -29,700 | -78.7% | -$90.55万 | 减仓 |
| CAT | CATERPILLAR INC | $24.71万 | 0.05% | 232 | 232 | — | $24.71万 | 新建仓 |
| ADBE | ADOBE INC | $24.75万 | 0.05% | 1,207 | -549 | -31.3% | -$11.26万 | 减仓 |
| IAGG | ISHARES TR | $24.99万 | 0.05% | 4,939 | -16,151 | -76.6% | -$81.72万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $25.12万 | 0.05% | 949 | 16 | 1.7% | $4,236 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $25.71万 | 0.05% | 4,360 | 747 | 20.7% | $4.41万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $26.00万 | 0.05% | 23,657 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $26.04万 | 0.05% | 2,378 | 527 | 28.5% | $5.77万 | 重新持有 |
| SOFI | SOFI TECHNOLOGIES INC | $26.35万 | 0.05% | 14,694 | 14,694 | — | $26.35万 | 新建仓 |
| NANR | SPDR INDEX SHS FDS | $26.63万 | 0.05% | 3,527 | -429 | -10.8% | -$3.24万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $26.73万 | 0.05% | 2,116 | 216 | 11.4% | $2.73万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $27.28万 | 0.05% | 5,970 | -199 | -3.2% | -$9,095 | 减仓 |
| JD | JD.COM INC | $27.63万 | 0.05% | 10,844 | -12,481 | -53.5% | -$31.80万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $27.87万 | 0.05% | 5,740 | 363 | 6.8% | $1.76万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $28.49万 | 0.06% | 1,486 | -33 | -2.2% | -$6,328 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $28.63万 | 0.06% | 10,851 | 198 | 1.9% | $5,224 | 加仓 |
| NKE | NIKE INC | $29.66万 | 0.06% | 7,226 | -347 | -4.6% | -$1.42万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $29.86万 | 0.06% | 2,100 | 514 | 32.4% | $7.31万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $30.13万 | 0.06% | 12,812 | -80 | -0.6% | -$1,882 | 减仓 |
| QGRW | WISDOMTREE TR | $30.49万 | 0.06% | 4,617 | 10 | 0.2% | $660 | 加仓 |
| VOO | VANGUARD INDEX FDS | $30.52万 | 0.06% | 444 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $30.73万 | 0.06% | 3,742 | -138 | -3.6% | -$1.13万 | 减仓 |
| IGV | ISHARES TR | $31.40万 | 0.06% | 3,466 | 146 | 4.4% | $1.32万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $31.58万 | 0.06% | 5,460 | 18 | 0.3% | $1,041 | 加仓 |
| COP | CONOCOPHILLIPS | $31.67万 | 0.06% | 3,046 | 10 | 0.3% | $1,040 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $31.75万 | 0.06% | 416 | 416 | — | $31.75万 | 新建仓 |
| AGG | ISHARES TR | $31.79万 | 0.06% | 3,212 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $31.89万 | 0.06% | 4,466 | 437 | 10.8% | $3.12万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $32.00万 | 0.06% | 12,076 | 1,259 | 11.6% | $3.34万 | 加仓 |
| IAU | ISHARES GOLD TR | $32.29万 | 0.06% | 4,276 | 588 | 15.9% | $4.44万 | 加仓 |
| CMI | CUMMINS INC | $32.38万 | 0.06% | 454 | 14 | 3.2% | $9,985 | 加仓 |
| MET | METLIFE INC | $32.49万 | 0.06% | 3,840 | 125 | 3.4% | $1.06万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $32.51万 | 0.06% | 3,934 | -435 | -10.0% | -$3.60万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $33.27万 | 0.07% | 4,105 | 348 | 9.3% | $2.82万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $33.62万 | 0.07% | 9,146 | 177 | 2.0% | $6,506 | 加仓 |
| PG | PROCTER & GAMBLE CO | $33.68万 | 0.07% | 2,297 | 690 | 42.9% | $10.12万 | 加仓 |
| T | AT&T INC | $33.96万 | 0.07% | 16,405 | 3 | 0.0% | $62 | 加仓 |
| ZS | ZSCALER INC | $34.03万 | 0.07% | 2,411 | 2,411 | — | $34.03万 | 新建仓 |
| MCD | MCDONALDS CORP | $34.72万 | 0.07% | 1,284 | 6 | 0.5% | $1,622 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $35.02万 | 0.07% | 10,520 | 868 | 9.0% | $2.89万 | 加仓 |
| ESGE | ISHARES INC | $35.31万 | 0.07% | 6,457 | 179 | 2.9% | $9,789 | 加仓 |
| — | CALAMOS DYNAMIC CONV & INCOM | $35.35万 | 0.07% | 13,719 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $35.81万 | 0.07% | 354 | -7 | -1.9% | -$7,082 | 减仓 |
| EBAY | EBAY INC. | $35.82万 | 0.07% | 3,205 | -11 | -0.3% | -$1,229 | 减仓 |
| PINS | PINTEREST INC | $36.25万 | 0.07% | 17,239 | -6,208 | -26.5% | -$13.06万 | 减仓 |
| PYLD | PIMCO ETF TR | $37.12万 | 0.07% | 13,998 | 13,998 | — | $37.12万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $37.16万 | 0.07% | 6,069 | -9,677 | -61.5% | -$59.25万 | 减仓 |
| CHAT | TIDAL TRUST II | $37.65万 | 0.07% | 3,815 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $37.79万 | 0.07% | 2,314 | -937 | -28.8% | -$15.30万 | 减仓 |
| NVO | NOVO-NORDISK A S | $37.92万 | 0.07% | 7,909 | -3,700 | -31.9% | -$17.74万 | 减仓 |
| KO | COCA COLA CO | $38.23万 | 0.07% | 4,705 | -269 | -5.4% | -$2.19万 | 减仓 |