Tempus Wealth Planning, LLC
IRVINE CA · SEC CIK 0001806428
$4.35亿2026Q1 申报市值
270持仓数
26.6%前十大占比 · 第一大 5.7%
17 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GMOI 新建仓+$285.24万
BIL 加仓+$247.93万
JEPI 加仓+$216.02万
TLT 加仓+$136.88万
SPYM 加仓+$120.82万
2026Q1 卖出最多 按季末市值估算
SPMO 减仓-$265.09万
PROSHARES TR 清仓-$146.53万
RECS 清仓-$111.90万
GLD 减仓-$96.56万
IBHF 减仓-$81.82万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $37.83万 | 0.09% | 4,974 | -1,452 | -22.6% | -$11.04万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $37.84万 | 0.09% | 11,985 | -34 | -0.3% | -$1,073 | 减仓 |
| NFLX | NETFLIX INC. | $38.74万 | 0.09% | 4,029 | 92 | 2.3% | $8,846 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $39.23万 | 0.09% | 3,521 | 0 | 0.0% | — | 不变 |
| TENB | TENABLE HLDGS INC | $39.57万 | 0.09% | 23,391 | -91 | -0.4% | -$1,539 | 减仓 |
| MCD | MCDONALDS CORP | $39.71万 | 0.09% | 1,278 | 52 | 4.2% | $1.62万 | 加仓 |
| AVGO | BROADCOM INC | $39.88万 | 0.09% | 1,289 | 132 | 11.4% | $4.08万 | 加仓 |
| NKE | NIKE INC | $40.00万 | 0.09% | 7,573 | -113 | -1.5% | -$5,968 | 减仓 |
| COP | CONOCOPHILLIPS | $40.08万 | 0.09% | 3,036 | -23 | -0.8% | -$3,036 | 减仓 |
| VGT | VANGUARD WORLD FD | $42.13万 | 0.10% | 604 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $42.23万 | 0.10% | 845 | 42 | 5.2% | $2.10万 | 加仓 |
| DHS | WISDOMTREE TR | $42.66万 | 0.10% | 3,906 | -86 | -2.2% | -$9,393 | 减仓 |
| NVO | NOVO-NORDISK A S | $42.66万 | 0.10% | 11,609 | -977 | -7.8% | -$3.59万 | 减仓 |
| ADBE | ADOBE INC | $42.68万 | 0.10% | 1,756 | -473 | -21.2% | -$11.50万 | 减仓 |
| NOBL | PROSHARES TR | $42.73万 | 0.10% | 4,031 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $43.00万 | 0.10% | 23,447 | -3,886 | -14.2% | -$7.13万 | 减仓 |
| SMH | VANECK ETF TRUST | $43.21万 | 0.10% | 1,127 | -15 | -1.3% | -$5,751 | 减仓 |
| TMUS | T-MOBILE US INC | $44.25万 | 0.10% | 2,107 | -1,189 | -36.1% | -$24.97万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $44.26万 | 0.10% | 4,307 | -1,434 | -25.0% | -$14.74万 | 减仓 |
| — | FINWISE BANCORP | $44.44万 | 0.10% | 28,022 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $45.39万 | 0.10% | 9,582 | 942 | 10.9% | $4.46万 | 加仓 |
| T | AT&T INC | $47.55万 | 0.11% | 16,402 | 3 | 0.0% | $87 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $50.53万 | 0.12% | 5,377 | 8 | 0.1% | $752 | 加仓 |
| — | LATTICE STRATEGIES TR | $51.16万 | 0.12% | 16,500 | 16,500 | — | $51.16万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $51.36万 | 0.12% | 2,345 | 2,345 | — | $51.36万 | 新建仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $52.18万 | 0.12% | 19,162 | 609 | 3.3% | $1.66万 | 加仓 |
| SUSC | ISHARES TR | $52.80万 | 0.12% | 22,818 | -216 | -0.9% | -$4,998 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $53.17万 | 0.12% | 10,000 | 10,000 | — | $53.17万 | 新建仓 |
| HLN | HALEON PLC | $54.83万 | 0.13% | 54,779 | 1,217 | 2.3% | $1.22万 | 加仓 |
| DIVB | ISHARES TR | $55.46万 | 0.13% | 10,280 | -444 | -4.1% | -$2.40万 | 减仓 |
| ICVT | ISHARES TR | $56.27万 | 0.13% | 5,528 | -428 | -7.2% | -$4.36万 | 重新持有 |
| XLY | SELECT SECTOR SPDR TR | $56.54万 | 0.13% | 5,188 | 1 | 0.0% | $109 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $56.83万 | 0.13% | 4,334 | 4,334 | — | $56.83万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $57.73万 | 0.13% | 14,060 | 14,060 | — | $57.73万 | 新建仓 |
| GLDM | WORLD GOLD TR | $59.78万 | 0.14% | 6,449 | -4,555 | -41.4% | -$42.22万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $60.15万 | 0.14% | 15,721 | 208 | 1.3% | $7,958 | 加仓 |
| LH | LABCORP HOLDINGS INC | $60.19万 | 0.14% | 2,256 | -103 | -4.4% | -$2.75万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $60.96万 | 0.14% | 12,347 | 11 | 0.1% | $543 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $62.72万 | 0.14% | 3,480 | 3,480 | — | $62.72万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $63.07万 | 0.14% | 19,449 | 352 | 1.8% | $1.14万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $64.13万 | 0.15% | 9,254 | 947 | 11.4% | $6.56万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $64.44万 | 0.15% | 2,381 | 27 | 1.1% | $7,307 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $65.96万 | 0.15% | 9,404 | -41 | -0.4% | -$2,876 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $67.11万 | 0.15% | 1,110 | 43 | 4.0% | $2.60万 | 加仓 |
| JD | JD.COM INC | $68.97万 | 0.16% | 23,325 | -7,659 | -24.7% | -$22.65万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $69.63万 | 0.16% | 38,642 | 5,000 | 14.9% | $9.01万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $71.64万 | 0.16% | 27,283 | 574 | 2.1% | $1.51万 | 加仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $71.87万 | 0.17% | 28,482 | 619 | 2.2% | $1.56万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $73.16万 | 0.17% | 7,472 | -229 | -3.0% | -$2.24万 | 减仓 |
| — | EXXON MOBIL CORP | $74.04万 | 0.17% | 4,364 | -857 | -16.4% | -$14.54万 | 减仓 |
| SHLD | GLOBAL X FDS | $74.26万 | 0.17% | 10,483 | 6,215 | 145.6% | $44.03万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $75.95万 | 0.17% | 1,453 | 20 | 1.4% | $1.05万 | 加仓 |
| GLD | SPDR GOLD TR | $76.16万 | 0.17% | 1,770 | -2,244 | -55.9% | -$96.56万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $77.19万 | 0.18% | 26,289 | 189 | 0.7% | $5,549 | 加仓 |
| REGL | PROSHARES TR | $78.54万 | 0.18% | 9,089 | -2,095 | -18.7% | -$18.10万 | 减仓 |
| TQQQ | PROSHARES TR | $78.94万 | 0.18% | 18,940 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $80.61万 | 0.19% | 8,364 | -2,100 | -20.1% | -$20.24万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $81.09万 | 0.19% | 24,611 | 284 | 1.2% | $9,358 | 加仓 |
| MRK | MERCK & CO INC | $83.44万 | 0.19% | 6,937 | 64 | 0.9% | $7,698 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $85.04万 | 0.20% | 3,579 | 511 | 16.7% | $12.14万 | 加仓 |
| IEMG | ISHARES INC | $85.14万 | 0.20% | 12,207 | -3,881 | -24.1% | -$27.07万 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $85.20万 | 0.20% | 100,000 | 50,000 | 100.0% | $42.60万 | 加仓 |
| TGT | TARGET CORP | $85.35万 | 0.20% | 7,042 | -702 | -9.1% | -$8.51万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $85.90万 | 0.20% | 15,746 | -4,760 | -23.2% | -$25.97万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $86.20万 | 0.20% | 14,213 | -304 | -2.1% | -$1.84万 | 减仓 |
| LQD | ISHARES TR | $86.57万 | 0.20% | 7,943 | 15 | 0.2% | $1,635 | 加仓 |
| IBHG | ISHARES TR | $88.02万 | 0.20% | 39,772 | 1,163 | 3.0% | $2.57万 | 加仓 |
| SNA | SNAP ON INC | $89.38万 | 0.21% | 2,461 | 31 | 1.3% | $1.13万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $89.48万 | 0.21% | 17,824 | -1,662 | -8.5% | -$8.34万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $90.06万 | 0.21% | 40,312 | 1,256 | 3.2% | $2.81万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $92.40万 | 0.21% | 39,005 | 13,920 | 55.5% | $32.98万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $93.03万 | 0.21% | 9,000 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST | $93.07万 | 0.21% | 45,092 | 373 | 0.8% | $7,699 | 加仓 |
| GOOG | ALPHABET INC | $95.58万 | 0.22% | 3,332 | -89 | -2.6% | -$2.55万 | 减仓 |
| ABBV | ABBVIE INC | $96.03万 | 0.22% | 4,415 | 15 | 0.3% | $3,263 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $98.20万 | 0.23% | 21,009 | 803 | 4.0% | $3.75万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $98.98万 | 0.23% | 20,000 | 20,000 | — | $98.98万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $99.63万 | 0.23% | 2,079 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $99.88万 | 0.23% | 14,588 | 14,588 | — | $99.88万 | 新建仓 |
| O | REALTY INCOME CORP | $102.30万 | 0.24% | 16,721 | 10,012 | 149.2% | $61.25万 | 加仓 |
| IAGG | ISHARES TR | $105.53万 | 0.24% | 21,090 | 10,542 | 99.9% | $52.75万 | 加仓 |
| IBND | SPDR SERIES TRUST | $106.42万 | 0.24% | 34,240 | 107 | 0.3% | $3,326 | 加仓 |
| — | ISHARES TR | $106.48万 | 0.24% | 49,000 | 29,000 | 145.0% | $63.02万 | 加仓 |
| GOVT | ISHARES TR | $109.62万 | 0.25% | 47,848 | 32,848 | 219.0% | $75.25万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $109.64万 | 0.25% | 34,098 | 34,098 | — | $109.64万 | 新建仓 |
| — | HONEYWELL INTL INC | $112.33万 | 0.26% | 4,969 | -134 | -2.6% | -$3.03万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $113.64万 | 0.26% | 14,103 | 2,205 | 18.5% | $17.77万 | 加仓 |
| PFF | ISHARES TR | $114.46万 | 0.26% | 37,752 | 20,018 | 112.9% | $60.69万 | 加仓 |
| PFE | PFIZER INC | $116.98万 | 0.27% | 41,658 | 19,363 | 86.8% | $54.37万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $118.08万 | 0.27% | 20,870 | -377 | -1.8% | -$2.13万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $118.41万 | 0.27% | 32,691 | 8,754 | 36.6% | $31.71万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $118.54万 | 0.27% | 48,844 | 4,746 | 10.8% | $11.52万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $118.58万 | 0.27% | 11,677 | -252 | -2.1% | -$2.56万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $122.88万 | 0.28% | 42,255 | 682 | 1.6% | $1.98万 | 加仓 |
| AOR | ISHARES TR | $123.12万 | 0.28% | 19,132 | 91 | 0.5% | $5,856 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $124.30万 | 0.29% | 37,724 | 12,099 | 47.2% | $39.87万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $126.05万 | 0.29% | 5,948 | 174 | 3.0% | $3.69万 | 加仓 |
| PEP | PEPSICO INC | $126.08万 | 0.29% | 8,119 | 559 | 7.4% | $8.68万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $126.49万 | 0.29% | 8,541 | -412 | -4.6% | -$6.10万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $127.38万 | 0.29% | 24,529 | 1,696 | 7.4% | $8.81万 | 加仓 |