Tempo Wealth, LLC
CIK 2112005 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $675.2M
- 持仓
- 237
- 截至
- 2026年6月30日
按 13F 价值排名第 3145（共 9443） · 前 33.3%
投资组合价值同比（季度）：+17.8% 13F不披露现金
- 前十大持仓权重
- 40.05%
- 前二十五大持仓权重
- 62.84%
- 持仓高于 1%
- 24
- 有效持仓数量
- 37.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 4.57% 估计买入 $48156934 · 卖出 $28545238
- 新仓位
- 27
- 增加
- 132
- 减少
- 72
- 已结清
- 3
本页内容
行业细分
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%
其他/未映射
45.4%
完整投资组合 237 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| PH Parker-Hannifin Corporation Common Stock | $71797694 | 10.63% | 73404 | $-10686128 | 下跌 ×1 | ||
| PGR Progressive Corporation (The) Common Stock | $39195948 | 5.81% | 179428 | $7808656 | 上涨 ×2 | ||
| SPY SPY | $23271020 | 3.45% | 31162 | $2967927 | 下跌 ×1 | ||
| SPYG | $21960943 | 3.25% | 184561 | $3848002 | 下跌 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $20147070 | 2.98% | 56376 | $4500489 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $19211890 | 2.85% | 66394 | $2640810 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $19093609 | 2.83% | 25928 | $4211013 | 上涨 ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $18982119 | 2.81% | 32677 | $12289070 | 下跌 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $18665753 | 2.76% | 93287 | $3404282 | 上涨 ×2 | ||
| IVV | $18096628 | 2.68% | 24165 | $2886607 | 上涨 ×2 | ||
| SPYV | $17547182 | 2.60% | 288652 | $960438 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $13389133 | 1.98% | 56177 | $2059118 | 上涨 ×2 | ||
| IJR | $12721813 | 1.88% | 85779 | $1936029 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $12227222 | 1.81% | 32369 | $2404384 | 上涨 ×1 | ||
| VTV | $11549192 | 1.71% | 52995 | $1038431 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $10858623 | 1.61% | 29110 | $1169963 | 上涨 ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $10297605 | 1.53% | 8921 | $7270914 | 下跌 ×2 | ||
| IJH | $10127160 | 1.50% | 131334 | $1600419 | 上涨 ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $9237639 | 1.37% | 30490 | $2318448 | 上涨 ×2 | ||
| BND Vanguard Total Bond Market ETF | $8998298 | 1.33% | 122576 | $-4297245 | 下跌 ×1 | ||
| VOO | $8219218 | 1.22% | 11967 | $1118535 | 上涨 ×2 | ||
| DGRO | $7896952 | 1.17% | 104195 | $264406 | 下跌 ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $7244633 | 1.07% | 91669 | $6825857 | 上涨 ×2 | ||
| LGLV | $7151566 | 1.06% | 39411 | $59026 | 下跌 ×1 | ||
| COWZ | $6401560 | 0.95% | 102919 | $-175696 | 下跌 ×2 | ||
| VUG | $6053282 | 0.90% | 70273 | $879714 | 上涨 ×1 | ||
| MA Mastercard Incorporated Common Stock | $6017640 | 0.89% | 11717 | $394186 | 上涨 ×2 | ||
| QUAL | $5753689 | 0.85% | 26221 | $695579 | 下跌 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $5433446 | 0.80% | 9646 | $439510 | 上涨 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $5044190 | 0.75% | 14276 | $1044314 | 上涨 ×2 | ||
| FLOT | $4960582 | 0.73% | 97171 | $546657 | 上涨 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4871884 | 0.72% | 14884 | $905364 | 上涨 ×2 | ||
| EFA | $4773541 | 0.71% | 45952 | $484285 | 上涨 ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $4690866 | 0.69% | 11153 | $568977 | 上涨 ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $4595070 | 0.68% | 4912 | $-209947 | 上涨 ×2 | ||
| MDYG | $4580090 | 0.68% | 40861 | $703258 | 上涨 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $4560548 | 0.68% | 17957 | $367706 | 上涨 ×2 | ||
| BRKB | $4212457 | 0.62% | 8418 | $315915 | 上涨 ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $4020268 | 0.60% | 3975 | $974736 | 上涨 ×2 | ||
| XLK XLK | $3505241 | 0.52% | 18398 | $958639 | 下跌 ×1 | ||
| MTUM | $3498132 | 0.52% | 10204 | $1048539 | 下跌 ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $3433010 | 0.51% | 7188 | $1009741 | 上涨 ×2 | ||
| IVOO | $3293334 | 0.49% | 25256 | $405303 | 下跌 ×2 | ||
| RKLB Rocket Lab Corporation - Common Stock | $3220882 | 0.48% | 31686 | $1469153 | 上涨 ×2 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $3114382 | 0.46% | 152928 | $-329784 | 下跌 ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $3104043 | 0.46% | 14078 | $31235 | 上涨 ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $3042361 | 0.45% | 26077 | $-165068 | 上涨 ×2 | ||
| SLYG | $2999163 | 0.44% | 25176 | $507522 | 下跌 ×1 | ||
| V Visa Inc. | $2877789 | 0.43% | 8388 | $472681 | 上涨 ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $2814617 | 0.42% | 3688 | $1865841 | 上涨 ×2 | ||
| ITOT | $2608292 | 0.39% | 15878 | $339943 | 下跌 ×2 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $2588711 | 0.38% | 28111 | $-64617 | 下跌 ×2 | ||
| SOXX SOXX | $2433843 | 0.36% | 3798 | $1183490 | 下跌 ×1 | ||
| BKLN | $2253703 | 0.33% | 110638 | $17715 | 上涨 ×1 | ||
| SO Southern Company (The) Common Stock | $2213904 | 0.33% | 23131 | $255048 | 上涨 ×2 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $2205127 | 0.33% | 6586 | $754286 | 上涨 ×2 | ||
| GEV GE Vernova Inc. Common Stock | $2077840 | 0.31% | 1769 | $887748 | 上涨 ×2 | ||
| BLK BlackRock, Inc. Common Stock | $2076364 | 0.31% | 2159 | $365054 | 上涨 ×2 | ||
| VWO | $2049547 | 0.30% | 34337 | $327675 | 上涨 ×2 | ||
| WMT Walmart Inc. - Common Stock | $2040341 | 0.30% | 18015 | $15194 | 上涨 ×2 | ||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $2030310 | 0.30% | 103508 | $-101508 | 下跌 ×1 | ||
| SCHD | $2015674 | 0.30% | 63566 | $1083518 | 上涨 ×1 | ||
| VIOG | $2013984 | 0.30% | 13127 | $376985 | 下跌 ×2 | ||
| XLI XLI | $1976468 | 0.29% | 10670 | $374375 | 上涨 ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $1975124 | 0.29% | 6630 | $1318915 | 上涨 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $1859010 | 0.28% | 1746 | $851091 | 上涨 ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $1738908 | 0.26% | 4931 | $317142 | 上涨 ×1 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $1705749 | 0.25% | 4954 | $252995 | 上涨 ×1 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $1696646 | 0.25% | 19633 | $-880604 | 下跌 ×1 | ||
| INTC Intel Corporation - Common Stock | $1666598 | 0.25% | 11936 | $1141150 | 上涨 ×1 | ||
| VEA | $1619798 | 0.24% | 22734 | $98218 | 下跌 ×1 | ||
| VIOO | $1616655 | 0.24% | 11754 | $270881 | 上涨 ×1 | ||
| IXN | $1613276 | 0.24% | 11166 | $477043 | 下跌 ×2 | ||
| MGK | $1600615 | 0.24% | 18207 | $235969 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1589692 | 0.24% | 1325 | $732852 | 上涨 ×2 | ||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $1574388 | 0.23% | 80634 | $-73672 | 下跌 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $1573524 | 0.23% | 10731 | $179245 | 上涨 ×2 | ||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $1524993 | 0.23% | 82099 | $-181253 | 下跌 ×1 | ||
| DVY iShares Select Dividend ETF | $1487749 | 0.22% | 9519 | $-97461 | 下跌 ×1 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $1481091 | 0.22% | 5963 | $34250 | 上涨 ×2 | ||
| ORCL Oracle Corporation Common Stock | $1459455 | 0.22% | 9959 | $219216 | 上涨 ×1 | ||
| BUFR | $1399708 | 0.21% | 38317 | $-71369 | 下跌 ×2 | ||
| XLV XLV | $1369174 | 0.20% | 8630 | $93288 | 下跌 ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1355791 | 0.20% | 1875 | $890275 | 上涨 ×2 | ||
| USIG iShares Broad USD Investment Grade Corporate Bond ETF | $1346544 | 0.20% | 26254 | $-41733 | 下跌 ×1 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $1338910 | 0.20% | 4608 | $-165923 | 上涨 ×2 | ||
| EFAV | $1321970 | 0.20% | 15072 | $-38898 | 上涨 ×1 | ||
| XLF XLF | $1309888 | 0.19% | 24434 | $118293 | 上涨 ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $1283704 | 0.19% | 9389 | $-115983 | 上涨 ×2 | ||
| FTNT Fortinet, Inc. - Common Stock | $1265522 | 0.19% | 8238 | $566653 | 下跌 ×1 | ||
| XMLV | $1250482 | 0.19% | 18852 | $55936 | 下跌 ×2 | ||
| AXP American Express Company Common Stock | $1227580 | 0.18% | 3629 | $672447 | 上涨 ×2 | ||
| VGT | $1220640 | 0.18% | 10213 | $335193 | 上涨 ×1 | ||
| RZG | $1206921 | 0.18% | 16603 | $233851 | 下跌 ×2 | ||
| VTI | $1204198 | 0.18% | 3254 | $-130511 | 下跌 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $1197320 | 0.18% | 4258 | $206014 | 上涨 ×2 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $1145899 | 0.17% | 2689 | $142940 | 下跌 ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $1128780 | 0.17% | 6645 | $569938 | 上涨 ×2 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $1116944 | 0.17% | 4290 | $791598 | 上涨 ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $1104564 | 0.16% | 3239 | $636911 | 上涨 ×2 | ||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| JMST | $536962 | 10529 | 0.08% |
| NOW | $468685 | 4721 | 0.07% |
| BINC | $442687 | 8458 | 0.07% |
| C | $386060 | 2758 | 0.06% |
| IGRO | $384267 | 4370 | 0.06% |
| TAFI | $364708 | 14461 | 0.05% |
| GLW | $349687 | 1369 | 0.05% |
| SCHW | $269038 | 2916 | 0.04% |
| HWM | $261589 | 973 | 0.04% |
| GILD | $244745 | 1937 | 0.04% |
| AXON | $241062 | 430 | 0.04% |
| BROS | $237835 | 3312 | 0.04% |
| CDNS | $232323 | 619 | 0.03% |
| IWV | $229801 | 539 | 0.03% |
| TJX | $216183 | 1427 | 0.03% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| AMD | 削减 | -224 | +$12.3M |
| PH | 削减 | -19K | -$10.7M |
| PGR | 增持 | +21K | +$7.8M |
| MU | 削减 | -38 | +$7.3M |
| GOOGL | 增持 | +2K | +$4.5M |
| BND | 削减 | -58K | -$4.3M |
| QQQ | 增持 | +143 | +$4.2M |
| SPYG | 削减 | -435 | +$3.8M |
| NVDA | 增持 | +6K | +$3.4M |
| SPY | 削减 | -57 | +$3.0M |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| RSP | 2026年3月31日 | 2193 | $420033 | 不再跟踪 |
| SMCI | 2026年3月31日 | 11015 | $322409 | 63.8% |
| ADBE | 2026年3月31日 | 882 | $308697 | 12.7% |
| SLV | 2026年6月30日 | 3561 | $242647 | 不再跟踪 |
| OKLO | 2026年3月31日 | 3349 | $240324 | -16.0% |
| AXON | 2026年3月31日 | 420 | $238531 | 49.1% |
| TTD | 2026年3月31日 | 6238 | $236795 | -40.7% |
| GDX | 2026年6月30日 | 2422 | $222270 | 不再跟踪 |
| AON | 2026年3月31日 | 621 | $219246 | 8.6% |
| LMBS | 2026年3月31日 | 4278 | $213858 | |
| VFH | 2026年3月31日 | 1567 | $209186 | 不再跟踪 |
| BROS | 2026年3月31日 | 3312 | $202761 | -1.5% |
| TFC | 2026年3月31日 | 4086 | $201070 | 10.2% |
| ISRG | 2026年3月31日 | 355 | $201058 | -14.3% |
| EZRA | 2026年6月30日 | 26377 | $4669 | -26.2% |