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 |
|---|---|---|---|---|---|---|---|---|
| — | TESLA INC 看涨期权 | $38.70万 | 0.08% | 9,600 | 9,600 | — | $38.70万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $39.04万 | 0.08% | 4,532 | 14 | 0.3% | $1,206 | 加仓 |
| EFG | ISHARES TR | $39.25万 | 0.08% | 3,155 | -193 | -5.8% | -$2.40万 | 减仓 |
| VB | VANGUARD INDEX FDS | $39.75万 | 0.08% | 1,311 | -40 | -3.0% | -$1.21万 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $40.33万 | 0.08% | 11,500 | 11,500 | — | $40.33万 | 新建仓 |
| AOM | ISHARES TR | $40.51万 | 0.08% | 8,120 | -1,462 | -15.3% | -$7.29万 | 减仓 |
| — | FINWISE BANCORP | $40.63万 | 0.08% | 28,022 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $41.66万 | 0.08% | 3,521 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $42.26万 | 0.08% | 6,085 | -453 | -6.9% | -$3.15万 | 减仓 |
| AOK | ISHARES TR | $42.32万 | 0.08% | 10,203 | 3,541 | 53.2% | $14.69万 | 加仓 |
| DHS | WISDOMTREE TR | $44.41万 | 0.09% | 3,906 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $45.28万 | 0.09% | 8,062 | 0 | 0.0% | — | 不变 |
| EVH | EVOLENT HEALTH INC | $45.42万 | 0.09% | 83,805 | -75,665 | -47.4% | -$41.01万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $46.17万 | 0.09% | 400 | 400 | — | $46.17万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $46.30万 | 0.09% | 3,883 | -424 | -9.8% | -$5.06万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $46.60万 | 0.09% | 907 | 62 | 7.3% | $3.19万 | 加仓 |
| TENB | TENABLE HLDGS INC | $47.72万 | 0.09% | 12,940 | -10,451 | -44.7% | -$38.54万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $48.65万 | 0.10% | 12,987 | 1,002 | 8.4% | $3.75万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $50.06万 | 0.10% | 5,426 | 49 | 0.9% | $4,521 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $50.80万 | 0.10% | 4,500 | -4,500 | -50.0% | -$50.80万 | 减仓 |
| AVGO | BROADCOM INC | $51.11万 | 0.10% | 1,353 | 64 | 5.0% | $2.42万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $51.88万 | 0.10% | 5,092 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $52.49万 | 0.10% | 6,609 | 160 | 2.5% | $1.27万 | 加仓 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $52.71万 | 0.10% | 10,457 | -9,424 | -47.4% | -$47.51万 | 重新持有 |
| IBHG | ISHARES TR | $53.82万 | 0.11% | 24,374 | -15,398 | -38.7% | -$34.00万 | 减仓 |
| IEMG | ISHARES INC | $55.37万 | 0.11% | 6,684 | -5,523 | -45.2% | -$45.75万 | 减仓 |
| — | EXXON MOBIL CORP | $55.65万 | 0.11% | 4,071 | -293 | -6.7% | -$4.01万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $56.65万 | 0.11% | 20,728 | 1,566 | 8.2% | $4.28万 | 加仓 |
| SUSC | ISHARES TR | $57.17万 | 0.11% | 24,695 | 1,877 | 8.2% | $4.35万 | 加仓 |
| DIVB | ISHARES TR | $57.53万 | 0.11% | 9,339 | -941 | -9.2% | -$5.80万 | 减仓 |
| VGT | VANGUARD WORLD FD | $57.60万 | 0.11% | 4,819 | -13 | -0.3% | -$1,554 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $57.83万 | 0.11% | 1,135 | 25 | 2.3% | $1.27万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $58.53万 | 0.11% | 2,747 | 402 | 17.1% | $8.57万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $60.91万 | 0.12% | 2,175 | -81 | -3.6% | -$2.27万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $61.02万 | 0.12% | 5,203 | 15 | 0.3% | $1,759 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $62.24万 | 0.12% | 13,202 | 13,202 | — | $62.24万 | 新建仓 |
| GLD | SPDR GOLD TR | $64.32万 | 0.13% | 1,746 | -24 | -1.4% | -$8,841 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $65.65万 | 0.13% | 1,580 | -801 | -33.6% | -$33.28万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $65.71万 | 0.13% | 1,457 | 4 | 0.3% | $1,804 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $65.84万 | 0.13% | 16,594 | 873 | 5.6% | $3.46万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $66.02万 | 0.13% | 12,314 | -33 | -0.3% | -$1,769 | 减仓 |
| GMOI | GMO ETF TRUST | $68.29万 | 0.13% | 18,220 | -60,510 | -76.9% | -$226.80万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $71.60万 | 0.14% | 38,642 | 0 | 0.0% | — | 不变 |
| LCTU | BLACKROCK ETF TRUST | $72.31万 | 0.14% | 9,020 | -384 | -4.1% | -$3.08万 | 减仓 |
| SMH | VANECK ETF TRUST | $73.66万 | 0.14% | 1,123 | -4 | -0.4% | -$2,624 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $75.11万 | 0.15% | 17,739 | -85 | -0.5% | -$3,599 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $75.23万 | 0.15% | 1,295 | -9 | -0.7% | -$5,228 | 减仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $75.38万 | 0.15% | 29,525 | 1,043 | 3.7% | $2.66万 | 加仓 |
| DIS | DISNEY WALT CO | $77.88万 | 0.15% | 8,091 | -273 | -3.3% | -$2.63万 | 减仓 |
| AMLP | ALPS ETF TR | $78.35万 | 0.15% | 15,111 | -15,000 | -49.8% | -$77.77万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $78.85万 | 0.15% | 20,717 | 1,268 | 6.5% | $4.83万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $80.56万 | 0.16% | 30,771 | 3,488 | 12.8% | $9.13万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $81.53万 | 0.16% | 4,615 | -16,320 | -78.0% | -$288.31万 | 减仓 |
| PULS | PGIM ETF TR | $82.52万 | 0.16% | 16,653 | 10,200 | 158.1% | $50.54万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $83.92万 | 0.16% | 3,796 | 3,796 | — | $83.92万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $84.45万 | 0.17% | 7,097 | -375 | -5.0% | -$4.46万 | 减仓 |
| HON | HONEYWELL INTL INC | $84.99万 | 0.17% | 3,796 | -1,173 | -23.6% | -$26.26万 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $85.60万 | 0.17% | 100,000 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $85.87万 | 0.17% | 6,574 | -468 | -6.6% | -$6.11万 | 减仓 |
| REGL | PROSHARES TR | $86.72万 | 0.17% | 9,470 | 381 | 4.2% | $3.49万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $87.55万 | 0.17% | 26,553 | 264 | 1.0% | $8,704 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $88.17万 | 0.17% | 16,845 | -7,684 | -31.3% | -$40.22万 | 减仓 |
| LQD | ISHARES TR | $89.08万 | 0.17% | 8,167 | 224 | 2.8% | $2.44万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $90.82万 | 0.18% | 15,761 | 1,548 | 10.9% | $8.92万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $92.48万 | 0.18% | 39,005 | 0 | 0.0% | — | 不变 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $95.29万 | 0.19% | 14,530 | 14,530 | — | $95.29万 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $95.61万 | 0.19% | 42,893 | 2,581 | 6.4% | $5.75万 | 加仓 |
| QUAL | ISHARES TR | $95.66万 | 0.19% | 4,360 | -5,612 | -56.3% | -$123.13万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $96.13万 | 0.19% | 9,586 | 332 | 3.6% | $3.33万 | 加仓 |
| MRK | MERCK & CO INC | $96.26万 | 0.19% | 7,491 | 554 | 8.0% | $7.12万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $96.76万 | 0.19% | 26,685 | 2,074 | 8.4% | $7.52万 | 加仓 |
| EBND | SPDR SERIES TRUST | $97.44万 | 0.19% | 46,576 | 1,484 | 3.3% | $3.10万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $98.83万 | 0.19% | 5,504 | 2,024 | 58.2% | $36.34万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $99.28万 | 0.19% | 3,277 | -302 | -8.4% | -$9.15万 | 减仓 |
| SNA | SNAP ON INC | $100.01万 | 0.20% | 2,485 | 24 | 1.0% | $9,659 | 加仓 |
| EFV | ISHARES TR | $100.43万 | 0.20% | 13,119 | -15,641 | -54.4% | -$119.74万 | 减仓 |
| CVX | CHEVRON CORPORATION | $101.31万 | 0.20% | 6,112 | -349 | -5.4% | -$5.78万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $105.53万 | 0.21% | 2,109 | 30 | 1.4% | $1.50万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $106.79万 | 0.21% | 22,193 | 1,184 | 5.6% | $5.70万 | 加仓 |
| INTC | INTEL CORP | $108.18万 | 0.21% | 7,747 | -100 | -1.3% | -$1.40万 | 减仓 |
| IBND | SPDR SERIES TRUST | $110.19万 | 0.22% | 35,340 | 1,100 | 3.2% | $3.43万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $111.27万 | 0.22% | 11,460 | -217 | -1.9% | -$2.11万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $111.89万 | 0.22% | 11,596 | -2,507 | -17.8% | -$24.19万 | 减仓 |
| ABBV | ABBVIE INC | $112.15万 | 0.22% | 4,457 | 42 | 1.0% | $1.06万 | 加仓 |
| PEP | PEPSICO INC | $112.56万 | 0.22% | 8,313 | 194 | 2.4% | $2.63万 | 加仓 |
| SHLD | GLOBAL X FDS | $116.21万 | 0.23% | 19,462 | 8,979 | 85.7% | $53.61万 | 加仓 |
| PFE | PFIZER INC | $116.37万 | 0.23% | 48,325 | 6,667 | 16.0% | $16.05万 | 加仓 |
| GOOG | ALPHABET INC | $118.51万 | 0.23% | 3,354 | 22 | 0.7% | $7,774 | 加仓 |
| HSY | HERSHEY CO | $118.52万 | 0.23% | 6,755 | 64 | 1.0% | $1.12万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $119.73万 | 0.23% | 10,262 | 664 | 6.9% | $7.75万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $121.35万 | 0.24% | 7,679 | -862 | -10.1% | -$13.62万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $122.91万 | 0.24% | 52,438 | -8,030 | -13.3% | -$18.82万 | 重新持有 |
| GGOV | BLACKROCK ETF TRUST II | $124.02万 | 0.24% | 24,661 | 24,661 | — | $124.02万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $127.28万 | 0.25% | 52,725 | 3,881 | 7.9% | $9.37万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $127.98万 | 0.25% | 29,687 | -3,004 | -9.2% | -$12.95万 | 减仓 |
| AOR | ISHARES TR | $131.03万 | 0.26% | 18,853 | -279 | -1.5% | -$1.94万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $131.37万 | 0.26% | 21,611 | 741 | 3.6% | $4.50万 | 加仓 |
| RTX | RTX CORPORATION | $133.06万 | 0.26% | 7,013 | 175 | 2.6% | $3.32万 | 加仓 |
| O | REALTY INCOME CORP | $134.34万 | 0.26% | 21,682 | 4,961 | 29.7% | $30.74万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $138.39万 | 0.27% | 18,477 | -52 | -0.3% | -$3,895 | 减仓 |