Tempo Wealth, LLC
CIK 2112005 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $675.2M
- Posisi
- 237
- Per tanggal
- 30 Juni 2026
#3.145 dari 9.443 berdasarkan nilai 13F · top 33.3%
Nilai portofolio QoQ: +17.8% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 40,05%
- Bobot 25 kepemilikan teratas
- 62,84%
- Posisi di atas 1%
- 24
- Jumlah posisi efektif
- 37,3
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 4,57% Perkiraan pembelian $48.156.934 · penjualan $28.545.238
- Posisi baru
- 27
- Meningkat
- 132
- Menurun
- 72
- Tertutup
- 3
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
17,3%
Industrials
13,8%
Financials
7,0%
Communication Services
4,6%
Retail
4,1%
Financial Services
2,8%
Healthcare
1,8%
Consumer Discretionary
0,9%
Utilities
0,7%
Energy
0,4%
Materials
0,3%
Communications
0,3%
Consumer products
0,2%
Consumer Staples
0,2%
Real Estate
0,1%
Telecommunication
0,1%
Logistics & Transportation
0,0%
Lainnya/Tidak terpetakan
45,4%
Portofolio lengkap 237 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| PH Parker-Hannifin Corporation Common Stock | $71.797.694 | 10,63% | 73.404 | $-10.686.128 | Turun ×1 | ||
| PGR Progressive Corporation (The) Common Stock | $39.195.948 | 5,81% | 179.428 | $7.808.656 | Naik ×2 | ||
| SPY SPY | $23.271.020 | 3,45% | 31.162 | $2.967.927 | Turun ×1 | ||
| SPYG | $21.960.943 | 3,25% | 184.561 | $3.848.002 | Turun ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $20.147.070 | 2,98% | 56.376 | $4.500.489 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $19.211.890 | 2,85% | 66.394 | $2.640.810 | Naik ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $19.093.609 | 2,83% | 25.928 | $4.211.013 | Naik ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $18.982.119 | 2,81% | 32.677 | $12.289.070 | Turun ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $18.665.753 | 2,76% | 93.287 | $3.404.282 | Naik ×2 | ||
| IVV | $18.096.628 | 2,68% | 24.165 | $2.886.607 | Naik ×2 | ||
| SPYV | $17.547.182 | 2,60% | 288.652 | $960.438 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $13.389.133 | 1,98% | 56.177 | $2.059.118 | Naik ×2 | ||
| IJR | $12.721.813 | 1,88% | 85.779 | $1.936.029 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $12.227.222 | 1,81% | 32.369 | $2.404.384 | Naik ×1 | ||
| VTV | $11.549.192 | 1,71% | 52.995 | $1.038.431 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $10.858.623 | 1,61% | 29.110 | $1.169.963 | Naik ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $10.297.605 | 1,53% | 8.921 | $7.270.914 | Turun ×2 | ||
| IJH | $10.127.160 | 1,50% | 131.334 | $1.600.419 | Naik ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $9.237.639 | 1,37% | 30.490 | $2.318.448 | Naik ×2 | ||
| BND Vanguard Total Bond Market ETF | $8.998.298 | 1,33% | 122.576 | $-4.297.245 | Turun ×1 | ||
| VOO | $8.219.218 | 1,22% | 11.967 | $1.118.535 | Naik ×2 | ||
| DGRO | $7.896.952 | 1,17% | 104.195 | $264.406 | Turun ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $7.244.633 | 1,07% | 91.669 | $6.825.857 | Naik ×2 | ||
| LGLV | $7.151.566 | 1,06% | 39.411 | $59.026 | Turun ×1 | ||
| COWZ | $6.401.560 | 0,95% | 102.919 | $-175.696 | Turun ×2 | ||
| VUG | $6.053.282 | 0,90% | 70.273 | $879.714 | Naik ×1 | ||
| MA Mastercard Incorporated Common Stock | $6.017.640 | 0,89% | 11.717 | $394.186 | Naik ×2 | ||
| QUAL | $5.753.689 | 0,85% | 26.221 | $695.579 | Turun ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $5.433.446 | 0,80% | 9.646 | $439.510 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $5.044.190 | 0,75% | 14.276 | $1.044.314 | Naik ×2 | ||
| FLOT | $4.960.582 | 0,73% | 97.171 | $546.657 | Naik ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4.871.884 | 0,72% | 14.884 | $905.364 | Naik ×2 | ||
| EFA | $4.773.541 | 0,71% | 45.952 | $484.285 | Naik ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $4.690.866 | 0,69% | 11.153 | $568.977 | Naik ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $4.595.070 | 0,68% | 4.912 | $-209.947 | Naik ×2 | ||
| MDYG | $4.580.090 | 0,68% | 40.861 | $703.258 | Naik ×2 | ||
| JNJ Johnson & Johnson Common Stock | $4.560.548 | 0,68% | 17.957 | $367.706 | Naik ×2 | ||
| BRKB | $4.212.457 | 0,62% | 8.418 | $315.915 | Naik ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $4.020.268 | 0,60% | 3.975 | $974.736 | Naik ×2 | ||
| XLK XLK | $3.505.241 | 0,52% | 18.398 | $958.639 | Turun ×1 | ||
| MTUM | $3.498.132 | 0,52% | 10.204 | $1.048.539 | Turun ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $3.433.010 | 0,51% | 7.188 | $1.009.741 | Naik ×2 | ||
| IVOO | $3.293.334 | 0,49% | 25.256 | $405.303 | Turun ×2 | ||
| RKLB Rocket Lab Corporation - Common Stock | $3.220.882 | 0,48% | 31.686 | $1.469.153 | Naik ×2 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $3.114.382 | 0,46% | 152.928 | $-329.784 | Turun ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $3.104.043 | 0,46% | 14.078 | $31.235 | Naik ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $3.042.361 | 0,45% | 26.077 | $-165.068 | Naik ×2 | ||
| SLYG | $2.999.163 | 0,44% | 25.176 | $507.522 | Turun ×1 | ||
| V Visa Inc. | $2.877.789 | 0,43% | 8.388 | $472.681 | Naik ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $2.814.617 | 0,42% | 3.688 | $1.865.841 | Naik ×2 | ||
| ITOT | $2.608.292 | 0,39% | 15.878 | $339.943 | Turun ×2 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $2.588.711 | 0,38% | 28.111 | $-64.617 | Turun ×2 | ||
| SOXX SOXX | $2.433.843 | 0,36% | 3.798 | $1.183.490 | Turun ×1 | ||
| BKLN | $2.253.703 | 0,33% | 110.638 | $17.715 | Naik ×1 | ||
| SO Southern Company (The) Common Stock | $2.213.904 | 0,33% | 23.131 | $255.048 | Naik ×2 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $2.205.127 | 0,33% | 6.586 | $754.286 | Naik ×2 | ||
| GEV GE Vernova Inc. Common Stock | $2.077.840 | 0,31% | 1.769 | $887.748 | Naik ×2 | ||
| BLK BlackRock, Inc. Common Stock | $2.076.364 | 0,31% | 2.159 | $365.054 | Naik ×2 | ||
| VWO | $2.049.547 | 0,30% | 34.337 | $327.675 | Naik ×2 | ||
| WMT Walmart Inc. - Common Stock | $2.040.341 | 0,30% | 18.015 | $15.194 | Naik ×2 | ||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $2.030.310 | 0,30% | 103.508 | $-101.508 | Turun ×1 | ||
| SCHD | $2.015.674 | 0,30% | 63.566 | $1.083.518 | Naik ×1 | ||
| VIOG | $2.013.984 | 0,30% | 13.127 | $376.985 | Turun ×2 | ||
| XLI XLI | $1.976.468 | 0,29% | 10.670 | $374.375 | Naik ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $1.975.124 | 0,29% | 6.630 | $1.318.915 | Naik ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $1.859.010 | 0,28% | 1.746 | $851.091 | Naik ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $1.738.908 | 0,26% | 4.931 | $317.142 | Naik ×1 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $1.705.749 | 0,25% | 4.954 | $252.995 | Naik ×1 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $1.696.646 | 0,25% | 19.633 | $-880.604 | Turun ×1 | ||
| INTC Intel Corporation - Common Stock | $1.666.598 | 0,25% | 11.936 | $1.141.150 | Naik ×1 | ||
| VEA | $1.619.798 | 0,24% | 22.734 | $98.218 | Turun ×1 | ||
| VIOO | $1.616.655 | 0,24% | 11.754 | $270.881 | Naik ×1 | ||
| IXN | $1.613.276 | 0,24% | 11.166 | $477.043 | Turun ×2 | ||
| MGK | $1.600.615 | 0,24% | 18.207 | $235.969 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1.589.692 | 0,24% | 1.325 | $732.852 | Naik ×2 | ||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $1.574.388 | 0,23% | 80.634 | $-73.672 | Turun ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $1.573.524 | 0,23% | 10.731 | $179.245 | Naik ×2 | ||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $1.524.993 | 0,23% | 82.099 | $-181.253 | Turun ×1 | ||
| DVY iShares Select Dividend ETF | $1.487.749 | 0,22% | 9.519 | $-97.461 | Turun ×1 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $1.481.091 | 0,22% | 5.963 | $34.250 | Naik ×2 | ||
| ORCL Oracle Corporation Common Stock | $1.459.455 | 0,22% | 9.959 | $219.216 | Naik ×1 | ||
| BUFR | $1.399.708 | 0,21% | 38.317 | $-71.369 | Turun ×2 | ||
| XLV XLV | $1.369.174 | 0,20% | 8.630 | $93.288 | Turun ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1.355.791 | 0,20% | 1.875 | $890.275 | Naik ×2 | ||
| USIG iShares Broad USD Investment Grade Corporate Bond ETF | $1.346.544 | 0,20% | 26.254 | $-41.733 | Turun ×1 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $1.338.910 | 0,20% | 4.608 | $-165.923 | Naik ×2 | ||
| EFAV | $1.321.970 | 0,20% | 15.072 | $-38.898 | Naik ×1 | ||
| XLF XLF | $1.309.888 | 0,19% | 24.434 | $118.293 | Naik ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $1.283.704 | 0,19% | 9.389 | $-115.983 | Naik ×2 | ||
| FTNT Fortinet, Inc. - Common Stock | $1.265.522 | 0,19% | 8.238 | $566.653 | Turun ×1 | ||
| XMLV | $1.250.482 | 0,19% | 18.852 | $55.936 | Turun ×2 | ||
| AXP American Express Company Common Stock | $1.227.580 | 0,18% | 3.629 | $672.447 | Naik ×2 | ||
| VGT | $1.220.640 | 0,18% | 10.213 | $335.193 | Naik ×1 | ||
| RZG | $1.206.921 | 0,18% | 16.603 | $233.851 | Turun ×2 | ||
| VTI | $1.204.198 | 0,18% | 3.254 | $-130.511 | Turun ×1 | ||
| IBM International Business Machines Corporation Common Stock | $1.197.320 | 0,18% | 4.258 | $206.014 | Naik ×2 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $1.145.899 | 0,17% | 2.689 | $142.940 | Turun ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $1.128.780 | 0,17% | 6.645 | $569.938 | Naik ×2 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $1.116.944 | 0,17% | 4.290 | $791.598 | Naik ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $1.104.564 | 0,16% | 3.239 | $636.911 | Naik ×2 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| JMST | $536.962 | 10.529 | 0,08% |
| NOW | $468.685 | 4.721 | 0,07% |
| BINC | $442.687 | 8.458 | 0,07% |
| C | $386.060 | 2.758 | 0,06% |
| IGRO | $384.267 | 4.370 | 0,06% |
| TAFI | $364.708 | 14.461 | 0,05% |
| GLW | $349.687 | 1.369 | 0,05% |
| SCHW | $269.038 | 2.916 | 0,04% |
| HWM | $261.589 | 973 | 0,04% |
| GILD | $244.745 | 1.937 | 0,04% |
| AXON | $241.062 | 430 | 0,04% |
| BROS | $237.835 | 3.312 | 0,04% |
| CDNS | $232.323 | 619 | 0,03% |
| IWV | $229.801 | 539 | 0,03% |
| TJX | $216.183 | 1.427 | 0,03% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| AMD | Dipangkas | -224 | +$12.3M |
| PH | Dipangkas | -19K | -$10.7M |
| PGR | Beli lebih banyak | +21K | +$7.8M |
| MU | Dipangkas | -38 | +$7.3M |
| GOOGL | Beli lebih banyak | +2K | +$4.5M |
| BND | Dipangkas | -58K | -$4.3M |
| QQQ | Beli lebih banyak | +143 | +$4.2M |
| SPYG | Dipangkas | -435 | +$3.8M |
| NVDA | Beli lebih banyak | +6K | +$3.4M |
| SPY | Dipangkas | -57 | +$3.0M |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| RSP | 31 Maret 2026 | 2.193 | $420.033 | Tidak lagi dilacak |
| SMCI | 31 Maret 2026 | 11.015 | $322.409 | 59,2% |
| ADBE | 31 Maret 2026 | 882 | $308.697 | 11,4% |
| SLV | 30 Juni 2026 | 3.561 | $242.647 | Tidak lagi dilacak |
| OKLO | 31 Maret 2026 | 3.349 | $240.324 | -17,8% |
| AXON | 31 Maret 2026 | 420 | $238.531 | 48,9% |
| TTD | 31 Maret 2026 | 6.238 | $236.795 | -41,2% |
| GDX | 30 Juni 2026 | 2.422 | $222.270 | Tidak lagi dilacak |
| AON | 31 Maret 2026 | 621 | $219.246 | 8,3% |
| LMBS | 31 Maret 2026 | 4.278 | $213.858 | |
| VFH | 31 Maret 2026 | 1.567 | $209.186 | Tidak lagi dilacak |
| BROS | 31 Maret 2026 | 3.312 | $202.761 | -0,8% |
| TFC | 31 Maret 2026 | 4.086 | $201.070 | 13,7% |
| ISRG | 31 Maret 2026 | 355 | $201.058 | -12,7% |
| EZRA | 30 Juni 2026 | 26.377 | $4.669 | -28,9% |