Tempus Wealth Planning, LLC 13F 持仓 · 2026年Q2
Tempus Wealth Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 281 只证券，申报市值合计 5.11 亿美元。前几大持仓：GE（6.42%）、GEV（4.90%）、CGDV（2.44%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GE | GE AEROSPACE | $32.8M | 6.42% | 87,866 | 增持 |
| 2 | GEV | GE VERNOVA INC | $25.1M | 4.90% | 21,331 | 减持 |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $12.5M | 2.44% | 253,313 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $11.8M | 2.31% | 59,143 | 减持 |
| 5 | QQQ | INVESCO QQQ TR | $11.7M | 2.29% | 15,926 | 增持 |
| 6 | SCHZ | SCHWAB STRATEGIC TR | $11.4M | 2.24% | 495,023 | 增持 |
| 7 | AAPL | APPLE INC | $10.3M | 2.02% | 35,679 | 增持 |
| 8 | SPMO | INVESCO EXCH TRADED FD TR II | $9.7M | 1.90% | 60,131 | 增持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $8.9M | 1.73% | 11,871 | 增持 |
| 10 | SPYM | SPDR SERIES TRUST | $8.8M | 1.72% | 100,050 | 增持 |
| 11 | SPTM | SPDR SERIES TRUST | $8.7M | 1.70% | 95,564 | 减持 |
| 12 | SCHX | SCHWAB STRATEGIC TR | $8.5M | 1.67% | 290,411 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $8.0M | 1.57% | 21,552 | 增持 |
| 14 | IVV | ISHARES TR | $7.4M | 1.45% | 9,897 | 增持 |
| 15 | TSLA | TESLA INC | $7.1M | 1.39% | 16,873 | 增持 |
| 16 | CGBL | CAPITAL GROUP CORE BALANCED | $6.7M | 1.31% | 176,327 | 增持 |
| 17 | SCHF | SCHWAB STRATEGIC TR | $5.6M | 1.09% | 201,709 | 增持 |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $5.5M | 1.08% | 23,255 | 增持 |
| 19 | QLTY | GMO ETF TRUST | $5.4M | 1.05% | 129,110 | 减持 |
| 20 | FNDX | SCHWAB STRATEGIC TR | $5.2M | 1.01% | 165,667 | 增持 |
| 21 | GOOGL | ALPHABET INC | $5.2M | 1.01% | 14,520 | 增持 |
| 22 | AMAT | APPLIED MATLS INC | $5.0M | 0.98% | 6,913 | 减持 |
| 23 | PVAL | PUTNAM ETF TRUST | $4.7M | 0.93% | 92,966 | 增持 |
| 24 | AMZN | AMAZON COM INC | $4.7M | 0.92% | 19,662 | 减持 |
| 25 | SCHG | SCHWAB STRATEGIC TR | $4.5M | 0.87% | 131,508 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR