Tyche Wealth Partners LLC
- SEC CIK
- 0002004818
- 最新申報
- 2026/8/6
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/18 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 276
- 較 2024 年第 1 季 −5
- 總值
- $4.11 億
- 較 2024 年第 1 季 +$232.2 萬 (+0.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PEPPepsiCo Inc | Stock | 198,729 | $3,278 萬 | 8.0% | −1,000−0.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 129,396 | $2,725 萬 | 6.6% | +69+0.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,088 | $1,637 萬 | 4.0% | +489+1.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 140,738 | $1,620 萬 | 3.9% | +2,175+1.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 30,615 | $1,368 萬 | 3.3% | −209−0.7% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 60,251 | $1,100 萬 | 2.7% | +315+0.5% | 加碼 | – |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 587,863 | $1,071 萬 | 2.6% | +46,641+8.6% | 加碼 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 214,162 | $1,066 萬 | 2.6% | −977−0.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 54,692 | $1,057 萬 | 2.6% | +1,226+2.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 72,150 | $891.3 萬 | 2.2% | −9,070−11.2% | 減碼依 10 比 1 拆股換算 | 歷史 |
| Nuvei Corp67079A102 | COM | 260,100 | $842.2 萬 | 2.0% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 26,238 | $688.7 萬 | 1.7% | −306−1.2% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 37,848 | $631.0 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 37,750 | $622.6 萬 | 1.5% | −177−0.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 17,826 | $613.6 萬 | 1.5% | +1,664+10.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 85,980 | $582.2 萬 | 1.4% | −4,141−4.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 33,692 | $527.0 萬 | 1.3% | −1,408−4.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,731 | $487.2 萬 | 1.2% | +25+0.4% | 加碼 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 410,404 | $481.8 萬 | 1.2% | −11,045−2.6% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,948 | $447.5 萬 | 1.1% | +197+2.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 8,072 | $441.7 萬 | 1.1% | +193+2.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 22,066 | $436.6 萬 | 1.1% | +30+0.1% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 92,167 | $419.8 萬 | 1.0% | −3,791−4.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 27,842 | $406.9 萬 | 1.0% | −4,298−13.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,454 | $403.2 萬 | 1.0% | +445+11.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 17,955 | $363.2 萬 | 0.9% | −2,195−10.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,089 | $339.6 萬 | 0.8% | +929+15.1% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 17,164 | $333.9 萬 | 0.8% | +252+1.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 7,466 | $329.4 萬 | 0.8% | +7+0.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 18,043 | $328.7 萬 | 0.8% | +90+0.5% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 46,362 | $328.3 萬 | 0.8% | −945−2.0% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 17,952 | $307.9 萬 | 0.7% | +3,488+24.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 47,902 | $304.9 萬 | 0.7% | −1,549−3.1% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,961 | $293.2 萬 | 0.7% | +21+0.2% | 加碼 | – |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 269,723 | $291.3 萬 | 0.7% | +39,226+17.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 9,403 | $239.6 萬 | 0.6% | +78+0.8% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,038 | $234.4 萬 | 0.6% | +206+3.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,465 | $225.2 萬 | 0.5% | +693+18.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,275 | $217.7 萬 | 0.5% | +470+12.4% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 27,476 | $213.1 萬 | 0.5% | +3,291+13.6% | 加碼 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 19,576 | $210.9 萬 | 0.5% | +201+1.0% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 46,997 | $208.8 萬 | 0.5% | −3,287−6.5% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,053 | $205.6 萬 | 0.5% | +225+4.7% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,962 | $199.9 萬 | 0.5% | +85+3.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 8,380 | $189.6 萬 | 0.5% | −804−8.8% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 7,801 | $184.9 萬 | 0.4% | −798−9.3% | 減碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 160,893 | $184.4 萬 | 0.4% | +2,943+1.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,687 | $177.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 50,328 | $176.6 萬 | 0.4% | +17,707+54.3% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 16,912 | $171.4 萬 | 0.4% | −2,731−13.9% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,748 | $169.5 萬 | 0.4% | +313+9.1% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 15,374 | $164.0 萬 | 0.4% | −6,174−28.7% | 減碼 | – |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 22,918 | $160.0 萬 | 0.4% | 00.0% | 不變 | – |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 126,531 | $157.7 萬 | 0.4% | +1,724+1.4% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,521 | $153.3 萬 | 0.4% | −960−17.5% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 6,811 | $146.4 萬 | 0.4% | −1,025−13.1% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,079 | $143.8 萬 | 0.4% | −247−7.4% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 14,222 | $142.8 萬 | 0.3% | +1,442+11.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 11,171 | $142.1 萬 | 0.3% | −146−1.3% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 6,333 | $139.6 萬 | 0.3% | −1,314−17.2% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,420 | $133.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 6,661 | $133.4 萬 | 0.3% | −169−2.5% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 10,256 | $124.1 萬 | 0.3% | −306−2.9% | 減碼 | – |
| BLKBlackRock, Inc. | COM | 1,557 | $122.6 萬 | 0.3% | −418−21.2% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 63,211 | $120.8 萬 | 0.3% | +479+0.8% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 5,687 | $115.4 萬 | 0.3% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,939 | $111.7 萬 | 0.3% | +603+13.9% | 加碼 | – |
| HONHoneywell International Inc | COM | 5,049 | $107.8 萬 | 0.3% | −50−1.0% | 減碼 | 歷史 |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 87,261 | $107.8 萬 | 0.3% | −2,342−2.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,319 | $107.2 萬 | 0.3% | +1,540+17.5% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 11,263 | $100.6 萬 | 0.2% | −2,286−16.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,833 | $97.0 萬 | 0.2% | −1,609−17.0% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 6,691 | $94.5 萬 | 0.2% | −3,457−34.1% | 減碼 | 歷史 |
| Invesco India Exchange-Trade46137R109 | INDIA ETF | 31,718 | $92.7 萬 | 0.2% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 2,946 | $92.1 萬 | 0.2% | −1,894−39.1% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 6,386 | $91.2 萬 | 0.2% | +607+10.5% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 30,812 | $89.3 萬 | 0.2% | −2,058−6.3% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,914 | $88.4 萬 | 0.2% | −449−13.4% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 7,695 | $88.0 萬 | 0.2% | +179+2.4% | 加碼 | 歷史 |
| VGMInvesco Trust for Investment Grade Municipals | COM | 81,179 | $83.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 17,492 | $83.1 萬 | 0.2% | −2,888−14.2% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 2,310 | $81.0 萬 | 0.2% | +2,310 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 19,511 | $80.5 萬 | 0.2% | −2,564−11.6% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,284 | $78.2 萬 | 0.2% | 00.0% | 不變 | – |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 22,012 | $76.6 萬 | 0.2% | 00.0% | 不變 | – |
| AXONAxon Enterprise, Inc. | COM | 2,582 | $76.0 萬 | 0.2% | −325−11.2% | 減碼 | 歷史 |
| NMCONuveen Municipal Credit Opportunities Fund | COM | 68,831 | $75.9 萬 | 0.2% | +4,686+7.3% | 加碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 6,425 | $75.3 萬 | 0.2% | −1,136−15.0% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 12,647 | $75.1 萬 | 0.2% | +113+0.9% | 加碼 | 歷史 |
| VKQInvesco Municipal Trust | COM | 75,131 | $74.8 萬 | 0.2% | +120.0% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 30,921 | $73.2 萬 | 0.2% | +639+2.1% | 加碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 2,830 | $73.0 萬 | 0.2% | +669+31.0% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 3,062 | $72.9 萬 | 0.2% | −950−23.7% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 5,854 | $72.5 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 13,970 | $72.2 萬 | 0.2% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,958 | $70.6 萬 | 0.2% | −1,042−26.1% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 4,402 | $69.0 萬 | 0.2% | −800−15.4% | 減碼 | 歷史 |
| SPXXNuveen S&P 500 Dynamic Overwrite Fund | COM | 41,909 | $68.4 萬 | 0.2% | +51+0.1% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,764 | $65.2 萬 | 0.2% | −602−11.2% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,666 | $63.8 萬 | 0.2% | +536+47.4% | 加碼 | 歷史 |
2024 年第 1 季之後清倉（22 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ULTAUlta Beauty, Inc. | Stock | 1,505 | $78.7 萬 | 0.2% | 歷史 |
| UCBUnited Community Banks Inc | COM | 16,776 | $44.2 萬 | 0.1% | 歷史 |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 7,903 | $40.7 萬 | 0.1% | – |
| DLTRDollar Tree, Inc. | COM | 2,341 | $31.2 萬 | 0.1% | 歷史 |
| DELLDell Technologies Inc. | Stock | 2,543 | $29.0 萬 | 0.1% | 歷史 |
| SHOPShopify Inc. | Stock | 3,420 | $26.4 萬 | 0.1% | 歷史 |
| PHParker-Hannifin Corp | Stock | 444 | $24.7 萬 | 0.1% | 歷史 |
| iShares Tr464287697 | U.S. UTILITS ETF | 2,859 | $24.2 萬 | 0.1% | – |
| LUVSouthwest Airlines Co | COM | 7,899 | $23.1 萬 | 0.1% | 歷史 |
| SJMJ M SMUCKER Co | Stock | 1,817 | $22.9 萬 | 0.1% | 歷史 |
| PPGPPG Industries Inc | Stock | 1,550 | $22.5 萬 | 0.1% | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,674 | $22.0 萬 | 0.1% | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 214 | $21.8 萬 | 0.1% | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 546 | $21.7 萬 | 0.1% | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 3,764 | $21.7 萬 | 0.1% | 歷史 |
| EOGEOG Resources Inc | Stock | 1,673 | $21.4 萬 | 0.1% | 歷史 |
| MDTMedtronic plc | Stock | 2,392 | $20.8 萬 | 0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,128 | $20.4 萬 | <0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 310 | $20.1 萬 | <0.1% | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 4,205 | $20.1 萬 | <0.1% | – |
| SHWSherwin Williams Co | COM | 579 | $20.1 萬 | <0.1% | 歷史 |
| TLSITriSalus Life Sciences, Inc. | COM | 10,000 | $9.75 萬 | <0.1% | 歷史 |