Tyche Wealth Partners LLC
- SEC CIK
- 0002004818
- 最新申報
- 2026/8/6
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/23 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 281
- 較 2023 年第 4 季 −5
- 總值
- $4.09 億
- 較 2023 年第 4 季 −$650.9 萬 (−1.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PEPPepsiCo Inc | Stock | 199,729 | $3,495 萬 | 8.6% | −6,777−3.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 129,327 | $2,218 萬 | 5.4% | −7,732−5.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 138,563 | $1,611 萬 | 3.9% | +807+0.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 29,599 | $1,548 萬 | 3.8% | +1,196+4.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 30,824 | $1,297 萬 | 3.2% | −8,347−21.3% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 59,936 | $1,094 萬 | 2.7% | −2,350−3.8% | 減碼 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 215,139 | $1,027 萬 | 2.5% | −18,836−8.1% | 減碼 | – |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 541,222 | $982.3 萬 | 2.4% | −6,834−1.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 53,466 | $964.4 萬 | 2.4% | −1,543−2.8% | 減碼 | 歷史 |
| Nuvei Corp67079A102 | COM | 260,100 | $822.4 萬 | 2.0% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 26,544 | $740.8 萬 | 1.8% | +213+0.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,122 | $733.9 萬 | 1.8% | −1,996−19.7% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 37,848 | $692.2 萬 | 1.7% | −206−0.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 16,162 | $620.0 萬 | 1.5% | −1,393−7.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 37,927 | $615.4 萬 | 1.5% | −3,653−8.8% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 35,100 | $553.7 萬 | 1.4% | −3,888−10.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 90,121 | $542.3 萬 | 1.3% | −5,612−5.9% | 減碼依 3 比 1 拆股換算 | 歷史 |
| JNJJohnson & Johnson | Stock | 32,140 | $508.4 萬 | 1.2% | −4,634−12.6% | 減碼 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 421,449 | $483.0 萬 | 1.2% | +14,205+3.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,751 | $420.7 萬 | 1.0% | −1,910−17.9% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 95,958 | $418.6 萬 | 1.0% | −2,069−2.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,706 | $418.0 萬 | 1.0% | −433−7.1% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 7,879 | $414.2 萬 | 1.0% | +4,401+126.5% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 20,150 | $403.6 萬 | 1.0% | −4,619−18.6% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 22,036 | $387.4 萬 | 0.9% | +250+1.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 7,459 | $359.2 萬 | 0.9% | +310+4.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,009 | $311.8 萬 | 0.8% | +923+29.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 49,451 | $302.5 萬 | 0.7% | +395+0.8% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 47,307 | $302.3 萬 | 0.7% | −8,703−15.5% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 16,912 | $294.6 萬 | 0.7% | −89−0.5% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,940 | $284.3 萬 | 0.7% | −653−5.6% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,160 | $273.5 萬 | 0.7% | +191+3.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 17,953 | $271.0 萬 | 0.7% | +405+2.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,464 | $263.4 萬 | 0.6% | +318+2.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 9,325 | $262.9 萬 | 0.6% | −2,248−19.4% | 減碼 | 歷史 |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 230,497 | $251.0 萬 | 0.6% | +68,650+42.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,832 | $250.4 萬 | 0.6% | +120+1.8% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 21,548 | $238.1 萬 | 0.6% | −40,694−65.4% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 8,599 | $230.7 萬 | 0.6% | −2,749−24.2% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,184 | $225.9 萬 | 0.6% | +8+0.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 50,284 | $223.3 萬 | 0.5% | −2,078−4.0% | 減碼 | – |
| SCCOSouthern Copper Corp | Stock | 19,375 | $206.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,828 | $203.0 萬 | 0.5% | +90+1.9% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 7,647 | $194.8 萬 | 0.5% | −2,830−27.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,805 | $188.2 萬 | 0.5% | −1,090−22.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,772 | $183.2 萬 | 0.4% | +935+33.0% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 19,643 | $180.0 萬 | 0.4% | −396−2.0% | 減碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 157,950 | $174.9 萬 | 0.4% | +10,762+7.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,877 | $174.7 萬 | 0.4% | +29+1.0% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 24,185 | $173.5 萬 | 0.4% | +635+2.7% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 10,148 | $165.8 萬 | 0.4% | −5,572−35.4% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,975 | $164.7 萬 | 0.4% | −861−30.4% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,836 | $161.2 萬 | 0.4% | −1,315−14.4% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,481 | $155.7 萬 | 0.4% | +3,052+125.6% | 加碼 | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 124,807 | $151.6 萬 | 0.4% | +10,057+8.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,326 | $151.3 萬 | 0.4% | −811−19.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 11,317 | $148.5 萬 | 0.4% | +4,621+69.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 9,687 | $147.5 萬 | 0.4% | +39+0.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,435 | $143.5 萬 | 0.4% | −94−2.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,420 | $140.6 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 22,918 | $139.2 萬 | 0.3% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 4,840 | $137.6 萬 | 0.3% | −252−4.9% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 6,830 | $135.3 萬 | 0.3% | +16+0.2% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 10,562 | $130.1 萬 | 0.3% | −1,253−10.6% | 減碼 | – |
| RTXRTX Corp | Stock | 12,780 | $124.6 萬 | 0.3% | −1,330−9.4% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,442 | $124.6 萬 | 0.3% | −3,726−28.3% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 5,687 | $119.6 萬 | 0.3% | −216−3.7% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 32,621 | $116.9 萬 | 0.3% | +6,795+26.3% | 加碼 | – |
| ACNAccenture plc | Stock | 3,363 | $116.6 萬 | 0.3% | −553−14.1% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 13,549 | $116.3 萬 | 0.3% | −4,645−25.5% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 62,732 | $110.4 萬 | 0.3% | +1,417+2.3% | 加碼 | 歷史 |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 89,603 | $109.7 萬 | 0.3% | +76+0.1% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,099 | $104.7 萬 | 0.3% | −200−3.8% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 9,616 | $103.3 萬 | 0.3% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 20,380 | $101.7 萬 | 0.2% | −9,197−31.1% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,000 | $99.9 萬 | 0.2% | −2,922−42.2% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 8,779 | $99.8 萬 | 0.2% | −3,282−27.2% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 32,870 | $95.9 萬 | 0.2% | +2,369+7.8% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 7,516 | $95.7 萬 | 0.2% | +7+0.1% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 4,012 | $92.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 22,075 | $92.6 萬 | 0.2% | −71−0.3% | 減碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 2,907 | $91.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,336 | $90.3 萬 | 0.2% | +1,113+34.5% | 加碼 | – |
| VLOValero Energy Corp | Stock | 5,202 | $88.8 萬 | 0.2% | −10−0.2% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 7,561 | $88.8 萬 | 0.2% | −302−3.8% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 1,838 | $85.3 萬 | 0.2% | −1,006−35.4% | 減碼 | 歷史 |
| Invesco India Exchange-Trade46137R109 | INDIA ETF | 31,718 | $84.8 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,284 | $82.2 萬 | 0.2% | −962−18.3% | 減碼 | – |
| VGMInvesco Trust for Investment Grade Municipals | COM | 81,179 | $80.0 萬 | 0.2% | +1,800+2.3% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 5,366 | $79.8 萬 | 0.2% | −638−10.6% | 減碼 | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 22,012 | $79.3 萬 | 0.2% | −1,087−4.7% | 減碼 | – |
| ULTAUlta Beauty, Inc. | Stock | 1,505 | $78.7 萬 | 0.2% | +1,505 | 新進 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 5,731 | $78.6 萬 | 0.2% | −171−2.9% | 減碼 | – |
| BXBlackstone Inc. | COM | 5,851 | $76.9 萬 | 0.2% | +4+0.1% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,470 | $74.4 萬 | 0.2% | −86−3.4% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 5,779 | $74.2 萬 | 0.2% | +5,779 | 新進 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 13,970 | $73.0 萬 | 0.2% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 5,964 | $73.0 萬 | 0.2% | −161−2.6% | 減碼 | 歷史 |
| VKQInvesco Municipal Trust | COM | 75,119 | $72.9 萬 | 0.2% | +100.0% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,851 | $72.7 萬 | 0.2% | −1,312−31.5% | 減碼 | 歷史 |
2023 年第 4 季之後清倉（20 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BDXBecton Dickinson & Co | Stock | 1,883 | $45.9 萬 | 0.1% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,157 | $45.4 萬 | 0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 5,181 | $42.0 萬 | 0.1% | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 3,882 | $40.9 萬 | 0.1% | – |
| DOVDOVER Corp | COM | 2,420 | $37.2 萬 | 0.1% | 歷史 |
| GPCGenuine Parts Co | Stock | 2,655 | $36.8 萬 | 0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 3,257 | $35.4 萬 | 0.1% | 歷史 |
| CLXClorox Co | Stock | 2,117 | $30.2 萬 | 0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,980 | $29.6 萬 | 0.1% | – |
| LSTRLandstar System Inc | COM | 1,498 | $29.0 萬 | 0.1% | 歷史 |
| FDSFactset Research Systems Inc | Stock | 598 | $28.5 萬 | 0.1% | 歷史 |
| HUMHumana Inc | Stock | 592 | $27.1 萬 | 0.1% | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,660 | $25.7 萬 | 0.1% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 2,944 | $22.8 萬 | 0.1% | – |
| ESEversource Energy | Stock | 3,690 | $22.8 萬 | 0.1% | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,855 | $22.8 萬 | 0.1% | – |
| DLRDigital Realty Trust, Inc. | COM | 1,691 | $22.8 萬 | 0.1% | 歷史 |
| OBKOrigin Bancorp, Inc. | COM | 6,361 | $22.6 萬 | 0.1% | 歷史 |
| DGXQuest Diagnostics Inc | COM | 1,608 | $22.2 萬 | 0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 2,552 | $20.2 萬 | <0.1% | 歷史 |