Tempo Wealth, LLC
INDEPENDENCE OH · SEC CIK 0002112005
$6.75亿2026Q2 申报市值
237持仓数
40.1%前十大占比 · 第一大 10.6%
22 / 3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
VCSH 加仓+$682.71万
PGR 加仓+$460.88万
NVDA 加仓+$115.63万
MSFT 加仓+$109.52万
SCHD 加仓+$105.22万
2026Q2 卖出最多 按季末市值估算
PH 减仓-$1,832.21万
BND 减仓-$425.57万
TLT 减仓-$87.25万
DGRO 减仓-$34.58万
VTI 减仓-$33.53万
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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $56.60万 | 0.08% | 4,405 | 1,773 | 67.4% | $22.78万 | 加仓 |
| BAC | BANK OF AMER CORP | $57.37万 | 0.08% | 10,069 | 2,853 | 39.5% | $16.26万 | 加仓 |
| KEY | KEYCORP | $57.40万 | 0.09% | 24,903 | 1,176 | 5.0% | $2.71万 | 加仓 |
| GLD | SPDR GOLD TR | $57.50万 | 0.09% | 1,561 | -98 | -5.9% | -$3.61万 | 减仓 |
| SUSB | ISHARES TR | $59.52万 | 0.09% | 23,818 | -1,206 | -4.8% | -$3.01万 | 减仓 |
| IEMG | ISHARES INC | $59.75万 | 0.09% | 7,213 | -378 | -5.0% | -$3.13万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $61.12万 | 0.09% | 3,429 | -221 | -6.1% | -$3.94万 | 减仓 |
| ACWV | ISHARES INC | $62.31万 | 0.09% | 5,182 | 46 | 0.9% | $5,531 | 加仓 |
| — | INNOVATOR ETFS TRUST | $64.59万 | 0.10% | 21,366 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $65.25万 | 0.10% | 2,927 | 131 | 4.7% | $2.92万 | 加仓 |
| IQV | IQVIA HLDGS INC | $65.73万 | 0.10% | 3,402 | -75 | -2.2% | -$1.45万 | 减仓 |
| XAR | SPDR SERIES TRUST | $66.67万 | 0.10% | 2,349 | -44 | -1.8% | -$1.25万 | 减仓 |
| IWF | ISHARES TR | $67.08万 | 0.10% | 5,402 | 2 | 0.0% | $248 | 加仓 |
| ASML | ASML HLDG NV | $68.66万 | 0.10% | 345 | 12 | 3.6% | $2.39万 | 加仓 |
| CRM | SALESFORCE INC | $68.99万 | 0.10% | 4,404 | 213 | 5.1% | $3.34万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $69.12万 | 0.10% | 2,807 | 62 | 2.3% | $1.53万 | 加仓 |
| AMGN | AMGEN INC | $70.44万 | 0.10% | 1,945 | 391 | 25.2% | $14.16万 | 加仓 |
| ABBV | ABBVIE INC | $73.22万 | 0.11% | 2,910 | 110 | 3.9% | $2.77万 | 加仓 |
| CSCO | CISCO SYS INC | $75.18万 | 0.11% | 6,400 | -44 | -0.7% | -$5,168 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $77.14万 | 0.11% | 12,551 | 58 | 0.5% | $3,565 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $77.94万 | 0.12% | 2,982 | -196 | -6.2% | -$5.12万 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $79.59万 | 0.12% | 5,440 | -34 | -0.6% | -$4,974 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $80.55万 | 0.12% | 1,581 | 437 | 38.2% | $22.27万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $83.56万 | 0.12% | 43,248 | 2,603 | 6.4% | $5.03万 | 加仓 |
| DE | DEERE & CO | $84.09万 | 0.12% | 1,326 | 275 | 26.2% | $17.44万 | 加仓 |
| IVE | ISHARES TR | $85.21万 | 0.13% | 3,753 | 312 | 9.1% | $7.08万 | 加仓 |
| IEFA | ISHARES TR | $87.05万 | 0.13% | 9,013 | -818 | -8.3% | -$7.90万 | 减仓 |
| BX | BLACKSTONE INC | $87.84万 | 0.13% | 7,465 | -350 | -4.5% | -$4.12万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $88.27万 | 0.13% | 1,733 | 274 | 18.8% | $13.96万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $91.38万 | 0.14% | 18,095 | -1,217 | -6.3% | -$6.15万 | 减仓 |
| RTX | RTX CORPORATION | $91.86万 | 0.14% | 4,842 | 1,087 | 28.9% | $20.62万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $93.11万 | 0.14% | 38,810 | 1,622 | 4.4% | $3.89万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $93.19万 | 0.14% | 55,984 | -5,872 | -9.5% | -$9.77万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $98.88万 | 0.15% | 15,323 | -329 | -2.1% | -$2.12万 | 减仓 |
| GE | GE AEROSPACE | $101.25万 | 0.15% | 2,709 | 217 | 8.7% | $8.11万 | 加仓 |
| SHOP | SHOPIFY INC | $104.37万 | 0.15% | 9,141 | 232 | 2.6% | $2.65万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $104.77万 | 0.16% | 3,421 | 93 | 2.8% | $2.85万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $107.17万 | 0.16% | 2,579 | 141 | 5.8% | $5.86万 | 加仓 |
| OUSA | ALPS ETF TR | $108.97万 | 0.16% | 18,682 | -286 | -1.5% | -$1.67万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $109.27万 | 0.16% | 4,116 | 13 | 0.3% | $3,451 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $110.46万 | 0.16% | 3,239 | 322 | 11.0% | $10.98万 | 加仓 |
| DDOG | DATADOG INC | $111.69万 | 0.17% | 4,290 | 1,534 | 55.7% | $39.94万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $112.88万 | 0.17% | 6,645 | 2,093 | 46.0% | $35.55万 | 加仓 |
| ETN | EATON CORP PLC | $114.59万 | 0.17% | 2,689 | -115 | -4.1% | -$4.90万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $119.73万 | 0.18% | 4,258 | 168 | 4.1% | $4.72万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $120.42万 | 0.18% | 3,254 | -906 | -21.8% | -$33.53万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $120.69万 | 0.18% | 16,603 | -480 | -2.8% | -$3.49万 | 减仓 |
| VGT | VANGUARD WORLD FD | $122.06万 | 0.18% | 10,213 | 61 | 0.6% | $7,291 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $122.76万 | 0.18% | 3,629 | 1,794 | 97.8% | $60.69万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $125.05万 | 0.19% | 18,852 | -118 | -0.6% | -$7,827 | 减仓 |
| FTNT | FORTINET INC | $126.55万 | 0.19% | 8,238 | -314 | -3.7% | -$4.82万 | 减仓 |
| — | EXXON MOBIL CORP | $128.37万 | 0.19% | 9,389 | 1,139 | 13.8% | $15.57万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $130.99万 | 0.19% | 24,434 | 298 | 1.2% | $1.60万 | 加仓 |
| EFAV | ISHARES TR | $132.20万 | 0.20% | 15,072 | 178 | 1.2% | $1.56万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $133.89万 | 0.20% | 4,608 | 248 | 5.7% | $7.21万 | 加仓 |
| USIG | ISHARES TR | $134.65万 | 0.20% | 26,254 | -845 | -3.1% | -$4.33万 | 减仓 |
| AMAT | APPLIED MATLS INC | $135.58万 | 0.20% | 1,875 | 513 | 37.7% | $37.09万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $136.92万 | 0.20% | 8,630 | -73 | -0.8% | -$1.16万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $139.97万 | 0.21% | 38,317 | -5,245 | -12.0% | -$19.16万 | 减仓 |
| ORCL | ORACLE CORP | $145.95万 | 0.22% | 9,959 | 1,528 | 18.1% | $22.39万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $148.11万 | 0.22% | 5,963 | 782 | 15.1% | $19.42万 | 加仓 |
| DVY | ISHARES TR | $148.77万 | 0.22% | 9,519 | -951 | -9.1% | -$14.86万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $152.50万 | 0.23% | 82,099 | -9,338 | -10.2% | -$17.35万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $157.35万 | 0.23% | 10,731 | 1,078 | 11.2% | $15.81万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $157.44万 | 0.23% | 80,634 | -3,752 | -4.4% | -$7.33万 | 减仓 |
| LLY | ELI LILLY & CO | $158.97万 | 0.24% | 1,325 | 393 | 42.2% | $47.15万 | 加仓 |
| MGK | VANGUARD WORLD FD | $160.06万 | 0.24% | 18,207 | -363 | -2.0% | -$3.19万 | 减仓 |
| IXN | ISHARES TR | $161.33万 | 0.24% | 11,166 | -200 | -1.8% | -$2.89万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $161.67万 | 0.24% | 11,754 | 34 | 0.3% | $4,676 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $161.98万 | 0.24% | 22,734 | -1,011 | -4.3% | -$7.20万 | 减仓 |
| INTC | INTEL CORP | $166.66万 | 0.25% | 11,936 | 29 | 0.2% | $4,049 | 加仓 |
| TLT | ISHARES TR | $169.66万 | 0.25% | 19,633 | -10,096 | -34.0% | -$87.25万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $170.57万 | 0.25% | 4,954 | 422 | 9.3% | $14.53万 | 加仓 |
| HD | HOME DEPOT INC | $173.89万 | 0.26% | 4,931 | 608 | 14.1% | $21.44万 | 加仓 |
| CAT | CATERPILLAR INC | $185.90万 | 0.28% | 1,746 | 323 | 22.7% | $34.39万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $197.51万 | 0.29% | 6,630 | 5 | 0.1% | $1,490 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $197.65万 | 0.29% | 10,670 | 764 | 7.7% | $14.15万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $201.40万 | 0.30% | 13,127 | -26 | -0.2% | -$3,989 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $201.57万 | 0.30% | 63,566 | 33,183 | 109.2% | $105.22万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $203.03万 | 0.30% | 103,508 | -5,120 | -4.7% | -$10.04万 | 减仓 |
| WMT | WALMART INC | $204.03万 | 0.30% | 18,015 | 1,720 | 10.6% | $19.48万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $204.95万 | 0.30% | 34,337 | 2,480 | 7.8% | $14.80万 | 加仓 |
| BLK | BLACKROCK INC | $207.64万 | 0.31% | 2,159 | 380 | 21.4% | $36.55万 | 加仓 |
| GEV | GE VERNOVA INC | $207.78万 | 0.31% | 1,769 | 406 | 29.8% | $47.69万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $220.51万 | 0.33% | 6,586 | 796 | 13.7% | $26.65万 | 加仓 |
| SO | SOUTHERN CO | $221.39万 | 0.33% | 23,131 | 2,836 | 14.0% | $27.14万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $225.37万 | 0.33% | 110,638 | 1,084 | 1.0% | $2.21万 | 加仓 |
| SOXX | ISHARES TR | $243.38万 | 0.36% | 3,798 | -6 | -0.2% | -$3,845 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $258.87万 | 0.38% | 28,111 | -633 | -2.2% | -$5.83万 | 减仓 |
| ITOT | ISHARES TR | $260.83万 | 0.39% | 15,878 | -48 | -0.3% | -$7,885 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $281.46万 | 0.42% | 3,688 | 1,258 | 51.8% | $96.01万 | 加仓 |
| V | VISA INC | $287.78万 | 0.43% | 8,388 | 430 | 5.4% | $14.75万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $299.92万 | 0.44% | 25,176 | -612 | -2.4% | -$7.29万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $304.24万 | 0.45% | 26,077 | 4,150 | 18.9% | $48.42万 | 加仓 |
| LOW | LOWES COS INC | $310.40万 | 0.46% | 14,078 | 1,073 | 8.3% | $23.66万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $311.44万 | 0.46% | 152,928 | -15,714 | -9.3% | -$32.00万 | 减仓 |
| RKLB | ROCKET LAB CORP | $322.09万 | 0.48% | 31,686 | 4,409 | 16.2% | $44.82万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $329.33万 | 0.49% | 25,256 | -7 | -0.0% | -$913 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $343.30万 | 0.51% | 7,188 | 18 | 0.3% | $8,597 | 加仓 |
| MTUM | ISHARES TR | $349.81万 | 0.52% | 10,204 | -3 | -0.0% | -$1,028 | 减仓 |