TW

Tempo Wealth, LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$5.7亿

申报季度: 2026-03-31 · 持股只数: 213

Tempo Wealth, LLC在最新一期 13F 报告中披露了 213 项持股，申报期为 2026-03-31，总持股市值约为 US$5.7亿，季度换手率为 10.1%。

浏览其他1 亿至 10 亿美元机构浏览其他以“T”开头的机构

机构性格雪花图

集中度
14.1
持仓稳定性
10.12
动能／逆势
100
行业集中度
63.61
多样化
100
仓位均衡度
74.43

近期动向

  • 减仓 PGR

    +7.3%　-US$221.8万

  • 加仓 FLOT

    +132.7%　US$252.0万

  • 减仓 SPYG

    -0.0%　-US$162.7万

  • 减仓 MSFT

    +11.2%　-US$169.4万

  • 加仓 BND

    +18.9%　US$204.8万

  • 加仓 PH

    +2.6%　US$352.0万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1PHParker Hannifin CORP股票-工业14.38%+0.31%+2.56%
2PGRProgressive CORP股票-金融5.47%-0.52%+7.29%
3SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长3.54%+0.10%+10.12%
4SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长3.16%-0.36%-0.00%
5SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长2.89%+0.07%+5.24%
6AAPLApple INC股票-科技2.89%-0.19%+2.51%
7GOOGLAlphabet Inc-cl A股票-通信服务2.73%-0.16%+5.03%
8NVDANvidia CORP股票-科技2.66%-0.20%+1.80%
9IVVIshares Core S&p 500 ETFETF-大型股与成长2.65%—+4.84%
10QQQInvesco Qqq Trust Series 1ETF-科技型2.60%+0.04%+10.19%
11BNDVanguard Total Bond MarketETF-其他2.32%+0.32%+18.90%
12AMZNAmazon.com INC股票-周期性消费1.98%-0.12%+6.30%
13IJRIshares Core S&p Small-cap EETF-中小型股1.88%+0.06%+2.10%
14VTVVanguard Value ETFETF-其他1.83%—+0.07%
15AVGOBroadcom INC股票-科技1.71%-0.25%-0.27%
16MSFTMicrosoft CORP股票-科技1.69%-0.34%+11.21%
17IJHIshares Core S&p Midcap ETFETF-其他1.49%+0.19%+14.06%
18DGROIshares Core Dividend GrowthETF-其他1.33%—-1.98%
19VOOVanguard S&p 500 ETFETF-大型股与成长1.24%—+2.48%
20LGLVSpdr US Lc Low Vol IdxETF-其他1.24%—+0.01%
21QQQMInvesco Nasdaq 100 ETFETF-科技型1.21%+0.07%+15.00%
22AMDAdvanced Micro Devices股票-科技1.17%-0.10%-0.78%
23COWZPacer US Cash Cows 100 ETFETF-其他1.15%—-0.60%
24MAMastercard INC - A股票-金融0.98%-0.11%+5.07%
25VUGVanguard Growth ETFETF-其他0.90%-0.19%-5.13%
26QUALIshares Msci USA Quality FacETF-其他0.88%—-0.63%
27METAMeta Platforms Inc-class A股票-通信服务0.87%—+14.76%
28COSTCostco Wholesale CORP股票-非周期性消费0.84%+0.14%+5.28%
29FLOTIshares Floating Rate Bond EETF-其他0.77%+0.43%+132.68%
30EFAIshares Msci Eafe ETFETF-其他0.75%+0.08%+12.28%
31JNJJohnson & Johnson股票-医疗保健0.73%+0.10%+1.01%
32TSLATesla INC股票-周期性消费0.72%-0.15%+2.25%
33GOOGAlphabet Inc-cl C股票-通信服务0.70%-0.08%+0.11%
34JPMJpmorgan Chase & Co股票-金融0.69%+0.04%+19.34%
35BRK-BBerkshire Hathaway Inc-cl B股票-其他0.68%—+3.45%
36MDYGSs Spdr S&p 400 Mc Gr ETFETF-其他0.68%+0.06%+8.04%
37BSCSInvesco Bulletshares 2028 CbETF-其他0.60%+0.16%+40.66%
38PLTRPalantir Technologies Inc-a股票-科技0.56%—+15.44%
39LOWLowe's Cos INC股票-周期性消费0.54%—+8.72%
40GSGoldman Sachs Group INC股票-金融0.53%—+10.91%
41MUMicron Technology INC股票-科技0.53%—-6.56%
42IVOOVanguard S&p Mid-cap 400 ETFETF-其他0.50%—-2.12%
43ORLYO'reilly Automotive INC股票-周期性消费0.46%—-0.80%
44TLTIshares 20+ Year Treasury BdETF-政府公债0.45%+0.13%+43.17%
45XLKSs Technology Select SectorETF-科技型0.44%—+1.29%
46SLYGSs Spdr S&p 600 Sc Gr ETFETF-其他0.43%—+7.60%
47MTUMIshares Msci USA Momentum FaETF-其他0.43%—-0.95%
48TSMTaiwan Semiconductor-sp Adr股票-科技0.42%—+0.17%
49VVisa Inc-class A Shares股票-金融0.42%-0.07%+1.73%
50ITOTIshares Core S&p Total U.s.ETF-其他0.40%—-1.97%
1–50 of 213

本季持股变动

Tempo Wealth, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Schwab US Dvd Equity ETF (SCHD); 新建仓: Vanguard Long-term Bond ETF (BLV); 清仓: Invesco S&p 500 Equal Weight (RSP); 清仓: Super Micro Computer INC (SMCI); 加仓: Progressive CORP (PGR) — 股数 +7.29%.

Tempo Wealth, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1FLOTIshares Floating Rate Bond E+0.4%+132.68%加仓
2BNDVanguard Total Bond Market+0.3%+18.90%加仓
3PHParker Hannifin CORP+0.3%+2.56%加仓
4IJHIshares Core S&p Midcap ETF+0.2%+14.06%加仓
5BSCSInvesco Bulletshares 2028 Cb+0.2%+40.66%加仓
6COSTCostco Wholesale CORP+0.1%+5.28%加仓
7VWOVanguard Ftse Emerging Marke+0.1%+83.43%加仓
8TLTIshares 20+ Year Treasury Bd+0.1%+43.17%加仓
9BSCRInvesco Bulletshares 2027 Cb+0.1%+48.80%加仓
10BSCTInvesco Bulletshares 2029 Cb+0.1%+62.11%加仓
11SPYSs Spdr S&p 500 ETF Trust-us+0.1%+10.12%加仓
12JNJJohnson & Johnson+0.1%+1.01%加仓
13VRTVertiv Holdings Co-a+0.1%+9.27%加仓
14XOMExxon Mobil CORP+0.1%+21.04%加仓
15GEVGE Vernova INC+0.1%+37.68%加仓
16WMTWalmart INC+0.1%+21.12%加仓
17EFAIshares Msci Eafe ETF+0.1%+12.28%加仓
18SOSouthern Co/the+0.1%+19.74%加仓
19SPYVSs Spdr P S&p 500 Value ETF+0.1%+5.24%加仓
20QQQMInvesco Nasdaq 100 ETF+0.1%+15.00%加仓
21LHXL3harris Technologies INC+0.1%+20.38%加仓
22XLISs Industrial Select Sector+0.1%+30.24%加仓
23IJRIshares Core S&p Small-cap E+0.1%+2.10%加仓
24MDYGSs Spdr S&p 400 Mc Gr ETF+0.1%+8.04%加仓
25BSCUInvesco Bulletshares 2030 Cb+0.1%+46.27%加仓
26QQQInvesco Qqq Trust Series 10%+10.19%加仓
27JPMJpmorgan Chase & Co0%+19.34%加仓
28CRMSalesforce INC-0.1%-2.13%减仓
29MGKVanguard Mega Cap Growth ETF-0.1%-9.13%减仓
30BUFRFt Vest Lad Buffervetf-usd I-0.1%-16.42%减仓
31ORCLOracle CORP-0.1%-0.54%减仓
32CALFPcr US Sm Cp Csh Cws Etf-usd-0.1%-57.00%减仓
33VVisa Inc-class A Shares-0.1%+1.73%加仓
34GOOGAlphabet Inc-cl C-0.1%+0.11%加仓
35AMDAdvanced Micro Devices-0.1%-0.78%减仓
36MAMastercard INC - A-0.1%+5.07%加仓
37AMZNAmazon.com INC-0.1%+6.30%加仓
38TSLATesla INC-0.2%+2.25%加仓
39GOOGLAlphabet Inc-cl A-0.2%+5.03%加仓
40VUGVanguard Growth ETF-0.2%-5.13%减仓
41AAPLApple INC-0.2%+2.51%加仓
42NVDANvidia CORP-0.2%+1.80%加仓
43AVGOBroadcom INC-0.3%-0.27%减仓
44MSFTMicrosoft CORP-0.3%+11.21%加仓
45SPYGSs Spdr P S&p 500 Growth ETF-0.4%-0.00%减仓
46PGRProgressive CORP-0.5%+7.29%加仓
47SCHDSchwab US Dvd Equity ETF—NEW新建仓
48BLVVanguard Long-term Bond ETF—NEW新建仓
49RSPInvesco S&p 500 Equal Weight—EXIT清仓
50SMCISuper Micro Computer INC—EXIT清仓

FAQ

Tempo Wealth, LLC 是什么机构？属于哪种投资人类型？
Tempo Wealth, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$5.7亿，分布在 213 个已申报仓位之中。
Tempo Wealth, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Tempo Wealth, LLC 按市值排列的前几大持股为： 1. Parker Hannifin CORP (PH) — US$8248.4万 (14.4%) 2. Progressive CORP (PGR) — US$3138.7万 (5.5%) 3. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$2030.3万 (3.5%) 4. Ss Spdr P S&p 500 Growth ETF (SPYG) — US$1811.3万 (3.2%) 5. Ss Spdr P S&p 500 Value ETF (SPYV) — US$1658.7万 (2.9%)
Tempo Wealth, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Tempo Wealth, LLC 共进行了 50 项显著调整：新建仓 2 个仓位、加仓 37 个既有持股、减仓 9 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Schwab US Dvd Equity ETF (SCHD); 新建仓: Vanguard Long-term Bond ETF (BLV); 清仓: Invesco S&p 500 Equal Weight (RSP); 清仓: Super Micro Computer INC (SMCI); 加仓: Progressive CORP (PGR) — 股数 +7.29%
Tempo Wealth, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Tempo Wealth, LLC 的主要板块分布如下： • Industrials: 31.5% • Information Technology: 25.3% • Financials: 18.5% • Communication Services: 8.2% • Consumer Discretionary: 7.6% • Consumer Staples: 3.1%

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