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 |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | $2,492.46万 | 5.73% | 87,834 | -273 | -0.3% | -$7.75万 | 减仓 |
| GEV | GE VERNOVA INC | $1,867.57万 | 4.29% | 21,395 | -60 | -0.3% | -$5.24万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,132.74万 | 2.60% | 64,951 | -6 | -0.0% | -$1,046 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,047.58万 | 2.41% | 246,258 | -5,559 | -2.2% | -$23.65万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,022.60万 | 2.35% | 440,395 | 42,600 | 10.7% | $98.92万 | 加仓 |
| AAPL | APPLE INC | $902.42万 | 2.07% | 35,558 | 44 | 0.1% | $1.12万 | 加仓 |
| QQQ | INVESCO QQQ TR | $821.94万 | 1.89% | 14,241 | -207 | -1.4% | -$11.95万 | 减仓 |
| MSFT | MICROSOFT CORP | $789.02万 | 1.81% | 21,315 | 340 | 1.6% | $12.59万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $763.15万 | 1.75% | 96,528 | -1,121 | -1.1% | -$8.86万 | 减仓 |
| BIL | SPDR SERIES TRUST | $725.99万 | 1.67% | 79,222 | 27,055 | 51.9% | $247.93万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $708.90万 | 1.63% | 276,481 | 5,088 | 1.9% | $13.05万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $686.76万 | 1.58% | 10,560 | -30 | -0.3% | -$1.95万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $615.73万 | 1.41% | 54,922 | -23,646 | -30.1% | -$265.09万 | 减仓 |
| TSLA | TESLA INC | $603.81万 | 1.39% | 16,242 | 585 | 3.7% | $21.75万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $598.72万 | 1.38% | 173,996 | 6,077 | 3.6% | $20.91万 | 加仓 |
| IVV | ISHARES TR | $567.12万 | 1.30% | 8,682 | -64 | -0.7% | -$4.18万 | 减仓 |
| IBHF | ISHARES TR | $519.30万 | 1.19% | 226,276 | -35,650 | -13.6% | -$81.82万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $517.85万 | 1.19% | 67,658 | 15,785 | 30.4% | $120.82万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $499.05万 | 1.15% | 23,205 | -698 | -2.9% | -$15.01万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $479.61万 | 1.10% | 193,781 | -205 | -0.1% | -$5,074 | 减仓 |
| QLTY | GMO ETF TRUST | $478.50万 | 1.10% | 132,256 | -4,994 | -3.6% | -$18.07万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $421.35万 | 0.97% | 151,291 | 2,292 | 1.5% | $6.38万 | 加仓 |
| AMZN | AMAZON COM INC | $411.59万 | 0.95% | 19,762 | 277 | 1.4% | $5.77万 | 加仓 |
| GOOGL | ALPHABET INC | $410.06万 | 0.94% | 14,260 | 169 | 1.2% | $4.86万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $364.22万 | 0.84% | 125,033 | 2,173 | 1.8% | $6.33万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $346.90万 | 0.80% | 20,935 | 640 | 3.2% | $10.60万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $340.19万 | 0.78% | 11,565 | 267 | 2.4% | $7.85万 | 加仓 |
| WMT | WALMART INC | $337.67万 | 0.78% | 27,170 | 1,152 | 4.4% | $14.32万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $334.71万 | 0.77% | 72,136 | 4,900 | 7.3% | $22.74万 | 加仓 |
| ICSH | ISHARES TR | $317.99万 | 0.73% | 62,820 | -6,857 | -9.8% | -$34.71万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $296.65万 | 0.68% | 50,988 | 8,852 | 21.0% | $51.50万 | 加仓 |
| GRNY | TIDAL TRUST I | $287.59万 | 0.66% | 120,480 | 13,500 | 12.6% | $32.22万 | 加仓 |
| GMOI | GMO ETF TRUST | $285.24万 | 0.66% | 78,730 | 78,730 | — | $285.24万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $284.47万 | 0.65% | 8,867 | -1 | -0.0% | -$321 | 减仓 |
| TLT | ISHARES TR | $275.50万 | 0.63% | 31,780 | 15,789 | 98.7% | $136.88万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $268.82万 | 0.62% | 54,941 | 31 | 0.1% | $1,517 | 加仓 |
| IVW | ISHARES TR | $265.60万 | 0.61% | 23,482 | 6,002 | 34.3% | $67.89万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $259.80万 | 0.60% | 95,691 | 3,050 | 3.3% | $8.28万 | 加仓 |
| IYW | ISHARES TR | $251.03万 | 0.58% | 13,837 | -317 | -2.2% | -$5.75万 | 减仓 |
| SHV | ISHARES TR | $247.69万 | 0.57% | 22,437 | 4,284 | 23.6% | $47.29万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $242.69万 | 0.56% | 83,169 | 751 | 0.9% | $2.19万 | 加仓 |
| AMAT | APPLIED MATLS INC | $237.54万 | 0.55% | 6,950 | 2,779 | 66.6% | $94.98万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $237.46万 | 0.55% | 66,145 | 282 | 0.4% | $1.01万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $237.14万 | 0.54% | 92,559 | 2,621 | 2.9% | $6.71万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $236.65万 | 0.54% | 41,752 | 38,113 | 1,047.3% | $216.02万 | 加仓 |
| IVE | ISHARES TR | $233.43万 | 0.54% | 11,055 | 3,596 | 48.2% | $75.93万 | 加仓 |
| ORCL | ORACLE CORP | $227.85万 | 0.52% | 15,489 | -432 | -2.7% | -$6.35万 | 减仓 |
| IWM | ISHARES TR | $217.06万 | 0.50% | 8,752 | 331 | 3.9% | $8.21万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $216.72万 | 0.50% | 30,447 | -4 | -0.0% | -$285 | 减仓 |
| META | META PLATFORMS INC | $214.46万 | 0.49% | 3,749 | 124 | 3.4% | $7.09万 | 加仓 |
| EFV | ISHARES TR | $213.83万 | 0.49% | 28,760 | -1,939 | -6.3% | -$14.42万 | 减仓 |
| AMGN | AMGEN INC | $213.13万 | 0.49% | 6,057 | -45 | -0.7% | -$1.58万 | 减仓 |
| LLY | ELI LILLY & CO | $211.74万 | 0.49% | 2,302 | 8 | 0.3% | $7,358 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $210.82万 | 0.48% | 19,031 | 6,431 | 51.0% | $71.24万 | 加仓 |
| DGRW | WISDOMTREE TR | $206.12万 | 0.47% | 23,465 | -388 | -1.6% | -$3.41万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $203.02万 | 0.47% | 8,305 | 242 | 3.0% | $5.92万 | 加仓 |
| CSCO | CISCO SYS INC | $200.31万 | 0.46% | 25,817 | 607 | 2.4% | $4.71万 | 加仓 |
| TJX | TJX COS INC NEW | $199.62万 | 0.46% | 12,500 | 223 | 1.8% | $3.56万 | 加仓 |
| IUSB | ISHARES TR | $199.04万 | 0.46% | 43,092 | 4,218 | 10.9% | $19.48万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $198.56万 | 0.46% | 1,993 | 67 | 3.5% | $6.68万 | 加仓 |
| DVY | ISHARES TR | $197.78万 | 0.45% | 13,062 | -64 | -0.5% | -$9,690 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $196.86万 | 0.45% | 43,123 | 1,888 | 4.6% | $8.62万 | 加仓 |
| EAGG | ISHARES TR | $193.36万 | 0.44% | 40,665 | 717 | 1.8% | $3.41万 | 加仓 |
| QUAL | ISHARES TR | $191.26万 | 0.44% | 9,972 | 1,011 | 11.3% | $19.39万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $182.19万 | 0.42% | 19,333 | 723 | 3.9% | $6.81万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $180.82万 | 0.42% | 47,064 | 408 | 0.9% | $1.57万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $180.64万 | 0.42% | 38,508 | 2,527 | 7.0% | $11.85万 | 加仓 |
| DSI | ISHARES TR | $179.73万 | 0.41% | 14,830 | 94 | 0.6% | $1.14万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $174.34万 | 0.40% | 4,858 | -22 | -0.5% | -$7,895 | 减仓 |
| WM | WASTE MGMT INC DEL | $174.09万 | 0.40% | 7,576 | 182 | 2.5% | $4.18万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $169.99万 | 0.39% | 22,608 | 1,900 | 9.2% | $14.29万 | 加仓 |
| BA | BOEING CO | $169.79万 | 0.39% | 8,531 | 310 | 3.8% | $6.17万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $162.60万 | 0.37% | 29,650 | 11,900 | 67.0% | $65.26万 | 加仓 |
| RKLB | ROCKET LAB CORP | $162.37万 | 0.37% | 25,284 | 1,040 | 4.3% | $6.68万 | 加仓 |
| AMLP | ALPS ETF TR | $158.50万 | 0.36% | 30,111 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $154.86万 | 0.36% | 31,766 | -47 | -0.1% | -$2,291 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $154.68万 | 0.36% | 33,728 | 7,512 | 28.7% | $34.45万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $154.66万 | 0.36% | 58,808 | 2,545 | 4.5% | $6.69万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $151.18万 | 0.35% | 70,351 | -702 | -1.0% | -$1.51万 | 减仓 |
| AOA | ISHARES TR | $147.46万 | 0.34% | 16,664 | 595 | 3.7% | $5.27万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $145.59万 | 0.33% | 11,093 | 149 | 1.4% | $1.96万 | 加仓 |
| IJH | ISHARES TR | $145.22万 | 0.33% | 21,504 | 3,807 | 21.5% | $25.71万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $144.92万 | 0.33% | 36,058 | -341 | -0.9% | -$1.37万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $144.17万 | 0.33% | 47,268 | 653 | 1.4% | $1.99万 | 加仓 |
| V | VISA INC | $144.05万 | 0.33% | 4,766 | 183 | 4.0% | $5.53万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $142.71万 | 0.33% | 22,094 | -3,600 | -14.0% | -$23.25万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $142.13万 | 0.33% | 25,600 | 4,090 | 19.0% | $22.71万 | 重新持有 |
| MGC | VANGUARD WORLD FD | $141.81万 | 0.33% | 6,000 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $140.40万 | 0.32% | 9,598 | 551 | 6.1% | $8.06万 | 加仓 |
| HSY | HERSHEY CO | $139.09万 | 0.32% | 6,691 | 11 | 0.2% | $2,287 | 加仓 |
| HD | HOME DEPOT INC | $137.07万 | 0.31% | 4,168 | 698 | 20.1% | $22.95万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $135.52万 | 0.31% | 18,529 | 256 | 1.4% | $1.87万 | 加仓 |
| CVX | CHEVRON CORPORATION | $133.68万 | 0.31% | 6,461 | 2,798 | 76.4% | $57.89万 | 加仓 |
| MBB | ISHARES TR | $133.56万 | 0.31% | 14,066 | 3,190 | 29.3% | $30.29万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $132.03万 | 0.30% | 39,565 | 428 | 1.1% | $1.43万 | 加仓 |
| RTX | RTX CORPORATION | $131.90万 | 0.30% | 6,838 | -824 | -10.8% | -$15.89万 | 减仓 |
| ESGU | ISHARES TR | $128.81万 | 0.30% | 9,108 | -1,493 | -14.1% | -$21.11万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $127.38万 | 0.29% | 24,529 | 1,696 | 7.4% | $8.81万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $126.49万 | 0.29% | 8,541 | -412 | -4.6% | -$6.10万 | 减仓 |
| PEP | PEPSICO INC | $126.08万 | 0.29% | 8,119 | 559 | 7.4% | $8.68万 | 加仓 |