13F 机构持仓

Tempus Wealth Planning, LLC

IRVINE CA · SEC CIK 0001806428

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$5.11亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GE 5.7%
GEV 4.3%
NVDA 2.6%
CGDV 2.4%
SCHZ 2.3%
AAPL 2.1%
QQQ 1.9%
MSFT 1.8%
SPTM 1.8%
BIL 1.7%

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
QLD PROSHARES TR $00.00%0 —— — 申报中断
SSO PROSHARES TR $00.00%0 —— — 申报中断
— PROSHARES TR $00.00%0 -22,953-100.0% -$146.53万 清仓
SPHY SPDR SERIES TRUST $00.00%0 —— — 申报中断
RECS COLUMBIA ETF TR I $00.00%0 -27,400-100.0% -$111.90万 清仓
TFLR T ROWE PRICE ETF INC $00.00%0 —— — 申报中断
XOVR ENTREPRENEURSHARES SERIES TR $00.00%0 -30,000-100.0% -$60.42万 清仓
OEF ISHARES TR $00.00%0 -1,612-100.0% -$55.29万 清仓
DKNG DRAFTKINGS INC NEW $00.00%0 -10,733-100.0% -$36.99万 清仓
ENPH ENPHASE ENERGY INC $00.00%0 -9,701-100.0% -$31.09万 清仓
TTD THE TRADE DESK INC $00.00%0 -7,921-100.0% -$30.07万 清仓
DXCM DEXCOM INC $00.00%0 -4,216-100.0% -$27.98万 清仓
SYSB ISHARES TR $00.00%0 —— — 申报中断
FLUT FLUTTER ENTMT PLC $00.00%0 -1,269-100.0% -$27.29万 清仓
XBI SPDR SERIES TRUST $00.00%0 —— — 申报中断
LEGN LEGEND BIOTECH CORP $00.00%0 -12,217-100.0% -$26.56万 清仓
WFC WELLS FARGO CO NEW $00.00%0 -2,833-100.0% -$26.40万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -3,169-100.0% -$25.89万 清仓
SLV ISHARES SILVER TR $00.00%0 -4,011-100.0% -$25.84万 清仓
DUOL DUOLINGO INC $00.00%0 -1,445-100.0% -$25.36万 清仓
JKHY HENRY JACK & ASSOC INC $00.00%0 -1,180-100.0% -$21.54万 清仓
CVS CVS HEALTH CORP $00.00%0 —— — 申报中断
PTLC PACER FDS TR $00.00%0 —— — 申报中断
FIW FIRST TR EXCHANGE-TRADED FD $00.00%0 —— — 申报中断
GIS GENERAL MLS INC $00.00%0 -4,320-100.0% -$20.09万 清仓
AXP AMERICAN EXPRESS CO $00.00%0 -543-100.0% -$20.09万 清仓
— EON RESOURCES INC $00.00%0 -12,000-100.0% -$4,609 清仓
— PDS BIOTECHNOLOGY CORP $3.74万0.01%61,800 00.0% — 不变
— PIMCO HIGH INCOME FD $10.52万0.02%22,730 00.0% — 不变
— ACV AUCTIONS INC $12.01万0.03%28,330 1,0784.0% $4,571 加仓
F FORD MTR CO $14.51万0.03%12,571 -121-1.0% -$1,396 减仓
ALVO ALVOTECH $15.17万0.03%44,213 -9,667-17.9% -$3.32万 减仓
RXST RXSIGHT INC $15.93万0.04%25,867 -9,797-27.5% -$6.03万 减仓
S SENTINELONE INC $16.70万0.04%12,969 -4,808-27.0% -$6.19万 减仓
MCK MCKESSON CORP $20.13万0.05%233 -29-11.1% -$2.51万 减仓
QCOM QUALCOMM INC $20.74万0.05%1,611 -536-25.0% -$6.90万 减仓
JPST J P MORGAN EXCHANGE TRADED F $20.82万0.05%4,114 -1,559-27.5% -$7.89万 减仓
KMI KINDER MORGAN INC DEL $21.33万0.05%6,362 -2,029-24.2% -$6.80万 重新持有
VGIT VANGUARD SCOTTSDALE FDS $21.51万0.05%3,613 3,613— $21.51万 新建仓
CIBR FIRST TR EXCHANGE-TRADED FD $21.69万0.05%3,460 -581-14.4% -$3.64万 减仓
FDN FIRST TR EXCHANGE-TRADED FD $21.84万0.05%933 -71-7.1% -$1.66万 减仓
EMB ISHARES TR $21.94万0.05%2,336 -2,671-53.3% -$25.09万 减仓
ENB ENBRIDGE INC $22.42万0.05%4,142 -172-4.0% -$9,312 重新持有
PSX PHILLIPS 66 $22.44万0.05%1,232 1,232— $22.44万 新建仓
MDT MEDTRONIC PLC $22.55万0.05%2,603 -28-1.1% -$2,426 减仓
— STATE STR SPDR S&P 500 ETF T 看跌期权 $22.56万0.05%500 500— $22.56万 新建仓
— NANO X IMAGING LTD $22.83万0.05%100,587 -5,850-5.5% -$1.33万 减仓
CGHM CAPITAL GRP FIXED INCM ETF T $22.87万0.05%9,031 4254.9% $1.08万 加仓
AZO AUTOZONE INC $22.97万0.05%68 00.0% — 不变
MUB ISHARES TR $23.12万0.05%2,178 1939.7% $2.05万 加仓
CRM SALESFORCE INC $23.12万0.05%1,239 31734.4% $5.92万 加仓
PG PROCTER & GAMBLE CO $23.22万0.05%1,607 18513.0% $2.67万 重新持有
RPD RAPID7 INC $23.31万0.05%42,301 4,96213.3% $2.73万 加仓
CHAT TIDAL TRUST II $23.60万0.05%3,815 00.0% — 不变
CMI CUMMINS INC $23.67万0.05%440 440— $23.67万 新建仓
MUC BLACKROCK MUNIHLDNGS CALI $24.60万0.06%23,657 00.0% — 不变
QGRW WISDOMTREE TR $24.62万0.06%4,607 -302-6.2% -$1.61万 减仓
XLE SELECT SECTOR SPDR TR $24.71万0.06%4,034 4,034— $24.71万 新建仓
GRID FIRST TR EXCHANGE-TRADED FD $24.85万0.06%1,519 1,519— $24.85万 新建仓
FNDC SCHWAB STRATEGIC TR $24.93万0.06%5,377 -530-9.0% -$2.46万 减仓
GSK GSK PLC $25.21万0.06%4,568 00.0% — 不变
RDVY FIRST TR EXCHANGE TRADED FD $25.65万0.06%3,757 3,757— $25.65万 新建仓
MET METLIFE INC $26.27万0.06%3,715 -39-1.0% -$2,758 减仓
FNV FRANCO NEV CORP $26.31万0.06%1,065 00.0% — 不变
GILD GILEAD SCIENCES INC $26.48万0.06%1,900 663.6% $9,198 加仓
AMD ADVANCED MICRO DEVICES INC $26.53万0.06%1,304 -31-2.3% -$6,306 减仓
VOO VANGUARD INDEX FDS $26.56万0.06%444 297.0% $1.73万 加仓
IGV ISHARES TR $26.58万0.06%3,320 2969.8% $2.37万 加仓
AOK ISHARES TR $26.58万0.06%6,662 210.3% $838 加仓
HSIC SCHEIN HENRY INC $26.64万0.06%3,614 -366-9.2% -$2.70万 减仓
DIVO AMPLIFY ETF TR $27.67万0.06%6,169 -18-0.3% -$807 减仓
CGSM CAPITAL GRP FIXED INCM ETF T $28.00万0.06%10,653 -603-5.4% -$1.58万 减仓
VUSB VANGUARD BD INDEX FDS $28.38万0.07%5,700 -454-7.4% -$2.26万 减仓
ESGE ISHARES INC $28.55万0.07%6,278 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $28.78万0.07%10,817 2992.8% $7,956 加仓
EBAY EBAY INC. $29.27万0.07%3,216 -22-0.7% -$2,002 减仓
— CALAMOS DYNAMIC CONV & INCOM $29.29万0.07%13,719 00.0% — 不变
PZA INVESCO EXCH TRADED FD TR II $29.63万0.07%12,892 -86-0.7% -$1,976 减仓
DOX AMDOCS LTD $29.73万0.07%4,555 -687-13.1% -$4.48万 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $29.74万0.07%4,847 -255-5.0% -$1.56万 减仓
GS GOLDMAN SACHS GROUP INC $30.57万0.07%361 6823.2% $5.76万 加仓
MDLZ MONDELEZ INTL INC $31.37万0.07%5,442 -18-0.3% -$1,038 减仓
AGG ISHARES TR $31.89万0.07%3,212 521.6% $5,162 加仓
PULS PGIM ETF TR $31.94万0.07%6,453 1,53331.2% $7.59万 加仓
SHY ISHARES TR $32.04万0.07%3,880 -243-5.9% -$2.01万 减仓
IAU ISHARES GOLD TR $32.51万0.07%3,688 -659-15.2% -$5.81万 减仓
VUG VANGUARD INDEX FDS $32.90万0.08%753 00.0% — 不变
— DUPONT DE NEMOURS INC $32.93万0.08%7,190 6119.3% $2.80万 加仓
VAC MARRIOTT VACATIONS WORLDWIDE $33.16万0.08%5,092 651.3% $4,233 加仓
NANR SPDR INDEX SHS FDS $33.23万0.08%3,956 922.4% $7,728 加仓
EPD ENTERPRISE PRODS PARTNERS L $33.94万0.08%8,969 -485-5.1% -$1.84万 减仓
CHTR CHARTER COMMUNICATIONS INC $34.24万0.08%1,586 -1,615-50.5% -$34.86万 减仓
INTC INTEL CORP $34.63万0.08%7,847 -950-10.8% -$4.19万 减仓
VB VANGUARD INDEX FDS $35.38万0.08%1,351 -20-1.5% -$5,237 减仓
USXF ISHARES TR $36.09万0.08%6,538 -126-1.9% -$6,955 减仓
VCIT VANGUARD SCOTTSDALE FDS $36.15万0.08%4,369 56114.7% $4.64万 加仓
EVH EVOLENT HEALTH INC $36.36万0.08%159,470 -14,333-8.2% -$3.27万 减仓
IBIT ISHARES BITCOIN TRUST ETF $37.08万0.09%9,652 5716.3% $2.19万 加仓
EFG ISHARES TR $37.29万0.09%3,348 -1,130-25.2% -$12.59万 减仓
Q QNITY ELECTRONICS INC $37.51万0.09%3,251 -18-0.6% -$2,077 减仓