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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 21,098 | 13.3% | $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 | 1,964 | 3.6% | $70.19万 | 加仓 |
| AAPL | APPLE INC | $1,921.19万 | 2.85% | 66,394 | 1,100 | 1.7% | $31.83万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,909.36万 | 2.83% | 25,928 | 143 | 0.6% | $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 | 5,779 | 6.6% | $115.63万 | 加仓 |
| IVV | ISHARES TR | $1,809.66万 | 2.68% | 24,165 | 880 | 3.8% | $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 | 1,776 | 3.3% | $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 | 632 | 2.0% | $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 | 2,936 | 11.2% | $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 | 5,068 | 4.0% | $39.08万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $923.76万 | 1.37% | 30,490 | 1,371 | 4.7% | $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 | 84 | 0.7% | $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 | 86,386 | 1,635.2% | $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 | 462 | 4.1% | $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 | 917 | 10.5% | $51.65万 | 加仓 |
| GOOG | ALPHABET INC | $504.42万 | 0.75% | 14,276 | 332 | 2.4% | $11.73万 | 加仓 |
| FLOT | ISHARES TR | $496.06万 | 0.73% | 97,171 | 10,539 | 12.2% | $53.80万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $487.19万 | 0.72% | 14,884 | 1,400 | 10.4% | $45.83万 | 加仓 |
| EFA | ISHARES TR | $477.35万 | 0.71% | 45,952 | 1,792 | 4.1% | $18.62万 | 加仓 |
| TSLA | TESLA INC | $469.09万 | 0.69% | 11,153 | 65 | 0.6% | $2.73万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $459.51万 | 0.68% | 4,912 | 90 | 1.9% | $8.42万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $458.01万 | 0.68% | 40,861 | 460 | 1.1% | $5.16万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $456.05万 | 0.68% | 17,957 | 804 | 4.7% | $20.42万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $421.25万 | 0.62% | 8,418 | 287 | 3.5% | $14.36万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $402.03万 | 0.60% | 3,975 | 375 | 10.4% | $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 | 18 | 0.3% | $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 | 4,409 | 16.2% | $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 | 1,073 | 8.3% | $23.66万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $304.24万 | 0.45% | 26,077 | 4,150 | 18.9% | $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 | 430 | 5.4% | $14.75万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $281.46万 | 0.42% | 3,688 | 1,258 | 51.8% | $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 | 1,084 | 1.0% | $2.21万 | 加仓 |
| SO | SOUTHERN CO | $221.39万 | 0.33% | 23,131 | 2,836 | 14.0% | $27.14万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $220.51万 | 0.33% | 6,586 | 796 | 13.7% | $26.65万 | 加仓 |
| GEV | GE VERNOVA INC | $207.78万 | 0.31% | 1,769 | 406 | 29.8% | $47.69万 | 加仓 |
| BLK | BLACKROCK INC | $207.64万 | 0.31% | 2,159 | 380 | 21.4% | $36.55万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $204.95万 | 0.30% | 34,337 | 2,480 | 7.8% | $14.80万 | 加仓 |
| WMT | WALMART INC | $204.03万 | 0.30% | 18,015 | 1,720 | 10.6% | $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 | 33,183 | 109.2% | $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 | 764 | 7.7% | $14.15万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $197.51万 | 0.29% | 6,630 | 5 | 0.1% | $1,490 | 加仓 |
| CAT | CATERPILLAR INC | $185.90万 | 0.28% | 1,746 | 323 | 22.7% | $34.39万 | 加仓 |
| HD | HOME DEPOT INC | $173.89万 | 0.26% | 4,931 | 608 | 14.1% | $21.44万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $170.57万 | 0.25% | 4,954 | 422 | 9.3% | $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 | 29 | 0.2% | $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 | 34 | 0.3% | $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 | 393 | 42.2% | $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 | 1,078 | 11.2% | $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 | 782 | 15.1% | $19.42万 | 加仓 |
| ORCL | ORACLE CORP | $145.95万 | 0.22% | 9,959 | 1,528 | 18.1% | $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 | 513 | 37.7% | $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 | 248 | 5.7% | $7.21万 | 加仓 |
| EFAV | ISHARES TR | $132.20万 | 0.20% | 15,072 | 178 | 1.2% | $1.56万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $130.99万 | 0.19% | 24,434 | 298 | 1.2% | $1.60万 | 加仓 |
| — | EXXON MOBIL CORP | $128.37万 | 0.19% | 9,389 | 1,139 | 13.8% | $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 | 1,794 | 97.8% | $60.69万 | 加仓 |
| VGT | VANGUARD WORLD FD | $122.06万 | 0.18% | 10,213 | 61 | 0.6% | $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 | 168 | 4.1% | $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 | 2,093 | 46.0% | $35.55万 | 加仓 |
| DDOG | DATADOG INC | $111.69万 | 0.17% | 4,290 | 1,534 | 55.7% | $39.94万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $110.46万 | 0.16% | 3,239 | 322 | 11.0% | $10.98万 | 加仓 |