13F 机构持仓

Tempo Wealth, LLC

INDEPENDENCE OH · SEC CIK 0002112005

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$6.75亿2026Q2
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

PH 10.6%
PGR 5.8%
SPY 3.4%
SPYG 3.3%
GOOGL 3.0%
AAPL 2.8%
QQQ 2.8%
AMD 2.8%
NVDA 2.8%
IVV 2.7%

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
PH PARKER-HANNIFIN CORP $7,179.77万10.63%73,404 -18,732-20.3% -$1,832.21万 减仓
PGR PROGRESSIVE CORP $3,919.59万5.81%179,428 21,09813.3% $460.88万 加仓
SPY STATE STR SPDR S&P 500 ETF T $2,327.10万3.45%31,162 -57-0.2% -$4.26万 减仓
SPYG SPDR SERIES TRUST $2,196.09万3.25%184,561 -435-0.2% -$5.18万 减仓
GOOGL ALPHABET INC $2,014.71万2.98%56,376 1,9643.6% $70.19万 加仓
AAPL APPLE INC $1,921.19万2.85%66,394 1,1001.7% $31.83万 加仓
QQQ INVESCO QQQ TR $1,909.36万2.83%25,928 1430.6% $10.53万 加仓
AMD ADVANCED MICRO DEVICES INC $1,898.21万2.81%32,677 -224-0.7% -$13.01万 减仓
NVDA NVIDIA CORPORATION $1,866.58万2.76%93,287 5,7796.6% $115.63万 加仓
IVV ISHARES TR $1,809.66万2.68%24,165 8803.8% $65.90万 加仓
SPYV SPDR SERIES TRUST $1,754.72万2.60%288,652 -4,504-1.5% -$27.38万 减仓
AMZN AMAZON COM INC $1,338.91万1.98%56,177 1,7763.3% $42.33万 加仓
IJR ISHARES TR $1,272.18万1.88%85,779 -986-1.1% -$14.62万 减仓
AVGO BROADCOM INC $1,222.72万1.81%32,369 6322.0% $23.87万 加仓
VTV VANGUARD INDEX FDS $1,154.92万1.71%52,995 -577-1.1% -$12.57万 减仓
MSFT MICROSOFT CORP $1,085.86万1.61%29,110 2,93611.2% $109.52万 加仓
MU MICRON TECHNOLOGY INC $1,029.76万1.53%8,921 -38-0.4% -$4.39万 减仓
IJH ISHARES TR $1,012.72万1.50%131,334 5,0684.0% $39.08万 加仓
QQQM INVESCO EXCH TRADED FD TR II $923.76万1.37%30,490 1,3714.7% $41.54万 加仓
BND VANGUARD BD INDEX FDS $899.83万1.33%122,576 -57,972-32.1% -$425.57万 减仓
VOO VANGUARD INDEX FDS $821.92万1.22%11,967 840.7% $5.77万 加仓
DGRO ISHARES TR $789.70万1.17%104,195 -4,562-4.2% -$34.58万 减仓
VCSH VANGUARD SCOTTSDALE FDS $724.46万1.07%91,669 86,3861,635.2% $682.71万 加仓
LGLV SPDR SERIES TRUST $715.16万1.06%39,411 -412-1.0% -$7.48万 减仓
COWZ PACER FDS TR $640.16万0.95%102,919 -2,216-2.1% -$13.78万 减仓
VUG VANGUARD INDEX FDS $605.33万0.90%70,273 -797-1.1% -$6.87万 减仓
MA MASTERCARD INCORPORATED $601.76万0.89%11,717 4624.1% $23.73万 加仓
QUAL ISHARES TR $575.37万0.85%26,221 -149-0.6% -$3.27万 减仓
META META PLATFORMS INC $543.34万0.80%9,646 91710.5% $51.65万 加仓
GOOG ALPHABET INC $504.42万0.75%14,276 3322.4% $11.73万 加仓
FLOT ISHARES TR $496.06万0.73%97,171 10,53912.2% $53.80万 加仓
JPM JPMORGAN CHASE & CO $487.19万0.72%14,884 1,40010.4% $45.83万 加仓
EFA ISHARES TR $477.35万0.71%45,952 1,7924.1% $18.62万 加仓
TSLA TESLA INC $469.09万0.69%11,153 650.6% $2.73万 加仓
COST COSTCO WHOLESALE CORPORATION $459.51万0.68%4,912 901.9% $8.42万 加仓
MDYG SPDR SERIES TRUST $458.01万0.68%40,861 4601.1% $5.16万 加仓
JNJ JOHNSON & JOHNSON $456.05万0.68%17,957 8044.7% $20.42万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $421.25万0.62%8,418 2873.5% $14.36万 加仓
GS GOLDMAN SACHS GROUP INC $402.03万0.60%3,975 37510.4% $37.93万 加仓
XLK SELECT SECTOR SPDR TR $350.52万0.52%18,398 -764-4.0% -$14.56万 减仓
MTUM ISHARES TR $349.81万0.52%10,204 -3-0.0% -$1,028 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $343.30万0.51%7,188 180.3% $8,597 加仓
IVOO VANGUARD ADMIRAL FDS INC $329.33万0.49%25,256 -7-0.0% -$913 减仓
RKLB ROCKET LAB CORP $322.09万0.48%31,686 4,40916.2% $44.82万 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
LOW LOWES COS INC $310.40万0.46%14,078 1,0738.3% $23.66万 加仓
PLTR PALANTIR TECHNOLOGIES INC $304.24万0.45%26,077 4,15018.9% $48.42万 加仓
SLYG SPDR SERIES TRUST $299.92万0.44%25,176 -612-2.4% -$7.29万 减仓
V VISA INC $287.78万0.43%8,388 4305.4% $14.75万 加仓
CRWD CROWDSTRIKE HLDGS INC $281.46万0.42%3,688 1,25851.8% $96.01万 加仓
ITOT ISHARES TR $260.83万0.39%15,878 -48-0.3% -$7,885 减仓
ORLY OREILLY AUTOMOTIVE INC $258.87万0.38%28,111 -633-2.2% -$5.83万 减仓
SOXX ISHARES TR $243.38万0.36%3,798 -6-0.2% -$3,845 减仓
BKLN INVESCO EXCH TRADED FD TR II $225.37万0.33%110,638 1,0841.0% $2.21万 加仓
SO SOUTHERN CO $221.39万0.33%23,131 2,83614.0% $27.14万 加仓
VRT VERTIV HOLDINGS CO $220.51万0.33%6,586 79613.7% $26.65万 加仓
GEV GE VERNOVA INC $207.78万0.31%1,769 40629.8% $47.69万 加仓
BLK BLACKROCK INC $207.64万0.31%2,159 38021.4% $36.55万 加仓
VWO VANGUARD INTL EQUITY INDEX F $204.95万0.30%34,337 2,4807.8% $14.80万 加仓
WMT WALMART INC $204.03万0.30%18,015 1,72010.6% $19.48万 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
SCHD SCHWAB STRATEGIC TR $201.57万0.30%63,566 33,183109.2% $105.22万 加仓
VIOG VANGUARD ADMIRAL FDS INC $201.40万0.30%13,127 -26-0.2% -$3,989 减仓
XLI SELECT SECTOR SPDR TR $197.65万0.29%10,670 7647.7% $14.15万 加仓
MRVL MARVELL TECHNOLOGY INC $197.51万0.29%6,630 50.1% $1,490 加仓
CAT CATERPILLAR INC $185.90万0.28%1,746 32322.7% $34.39万 加仓
HD HOME DEPOT INC $173.89万0.26%4,931 60814.1% $21.44万 加仓
SHW SHERWIN WILLIAMS CO $170.57万0.25%4,954 4229.3% $14.53万 加仓
TLT ISHARES TR $169.66万0.25%19,633 -10,096-34.0% -$87.25万 减仓
INTC INTEL CORP $166.66万0.25%11,936 290.2% $4,049 加仓
VEA VANGUARD TAX-MANAGED FDS $161.98万0.24%22,734 -1,011-4.3% -$7.20万 减仓
VIOO VANGUARD ADMIRAL FDS INC $161.67万0.24%11,754 340.3% $4,676 加仓
IXN ISHARES TR $161.33万0.24%11,166 -200-1.8% -$2.89万 减仓
MGK VANGUARD WORLD FD $160.06万0.24%18,207 -363-2.0% -$3.19万 减仓
LLY ELI LILLY & CO $158.97万0.24%1,325 39342.2% $47.15万 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
PG PROCTER & GAMBLE CO $157.35万0.23%10,731 1,07811.2% $15.81万 加仓
BSCT INVESCO EXCH TRD SLF IDX FD $152.50万0.23%82,099 -9,338-10.2% -$17.35万 减仓
DVY ISHARES TR $148.77万0.22%9,519 -951-9.1% -$14.86万 减仓
CEG CONSTELLATION ENERGY CORP $148.11万0.22%5,963 78215.1% $19.42万 加仓
ORCL ORACLE CORP $145.95万0.22%9,959 1,52818.1% $22.39万 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $139.97万0.21%38,317 -5,245-12.0% -$19.16万 减仓
XLV SELECT SECTOR SPDR TR $136.92万0.20%8,630 -73-0.8% -$1.16万 减仓
AMAT APPLIED MATLS INC $135.58万0.20%1,875 51337.7% $37.09万 加仓
USIG ISHARES TR $134.65万0.20%26,254 -845-3.1% -$4.33万 减仓
LHX L3HARRIS TECHNOLOGIES INC $133.89万0.20%4,608 2485.7% $7.21万 加仓
EFAV ISHARES TR $132.20万0.20%15,072 1781.2% $1.56万 加仓
XLF SELECT SECTOR SPDR TR $130.99万0.19%24,434 2981.2% $1.60万 加仓
— EXXON MOBIL CORP $128.37万0.19%9,389 1,13913.8% $15.57万 加仓
FTNT FORTINET INC $126.55万0.19%8,238 -314-3.7% -$4.82万 减仓
XMLV INVESCO EXCH TRADED FD TR II $125.05万0.19%18,852 -118-0.6% -$7,827 减仓
AXP AMERICAN EXPRESS CO $122.76万0.18%3,629 1,79497.8% $60.69万 加仓
VGT VANGUARD WORLD FD $122.06万0.18%10,213 610.6% $7,291 加仓
— INVESCO EXCHANGE TRADED FD T $120.69万0.18%16,603 -480-2.8% -$3.49万 减仓
VTI VANGUARD INDEX FDS $120.42万0.18%3,254 -906-21.8% -$33.53万 减仓
IBM INTERNATIONAL BUSINESS MACHS $119.73万0.18%4,258 1684.1% $4.72万 加仓
ETN EATON CORP PLC $114.59万0.17%2,689 -115-4.1% -$4.90万 减仓
ANET ARISTA NETWORKS INC $112.88万0.17%6,645 2,09346.0% $35.55万 加仓
DDOG DATADOG INC $111.69万0.17%4,290 1,53455.7% $39.94万 加仓
PANW PALO ALTO NETWORKS INC $110.46万0.16%3,239 32211.0% $10.98万 加仓