Tyche Wealth Partners LLC
- SEC CIK
- 0002004818
- 最新申報
- 2026/8/6
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/25 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 288
- 較 2024 年第 2 季 +12
- 總值
- $4.42 億
- 較 2024 年第 2 季 +$3,077 萬 (+7.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PEPPepsiCo Inc | Stock | 198,465 | $3,375 萬 | 7.6% | −264−0.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 127,668 | $2,975 萬 | 6.7% | −1,728−1.3% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 35,827 | $2,056 萬 | 4.7% | +5,739+19.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 141,714 | $1,661 萬 | 3.8% | +976+0.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 33,675 | $1,449 萬 | 3.3% | +3,060+10.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 62,101 | $1,230 萬 | 2.8% | +1,850+3.1% | 加碼 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 218,955 | $1,151 萬 | 2.6% | +4,793+2.2% | 加碼 | – |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 603,898 | $1,136 萬 | 2.6% | +16,035+2.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 54,735 | $1,020 萬 | 2.3% | +43+0.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 72,538 | $880.9 萬 | 2.0% | +388+0.5% | 加碼 | 歷史 |
| Nuvei Corp67079A102 | COM | 260,100 | $867.4 萬 | 2.0% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 26,373 | $725.1 萬 | 1.6% | +135+0.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 17,695 | $717.0 萬 | 1.6% | −131−0.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 85,452 | $690.0 萬 | 1.6% | −528−0.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 37,827 | $655.2 萬 | 1.5% | +77+0.2% | 加碼 | 歷史 |
| AMEAmetek Inc | COM | 37,857 | $650.0 萬 | 1.5% | +90.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 21,805 | $570.5 萬 | 1.3% | −261−1.2% | 減碼 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 424,325 | $525.3 萬 | 1.2% | +13,921+3.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,664 | $502.1 萬 | 1.1% | −67−1.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 33,791 | $497.6 萬 | 1.1% | +99+0.3% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 8,326 | $480.3 萬 | 1.1% | +254+3.1% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 90,177 | $460.3 萬 | 1.0% | −1,990−2.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,695 | $458.8 萬 | 1.0% | −253−2.8% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 26,654 | $432.0 萬 | 1.0% | −1,188−4.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,521 | $415.9 萬 | 0.9% | +1,432+20.2% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 4,617 | $409.0 萬 | 0.9% | +163+3.7% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 46,625 | $394.1 萬 | 0.9% | +263+0.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 17,539 | $369.8 萬 | 0.8% | −416−2.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 7,474 | $369.1 萬 | 0.8% | +8+0.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 17,986 | $355.2 萬 | 0.8% | +34+0.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 47,814 | $343.6 萬 | 0.8% | −88−0.2% | 減碼 | 歷史 |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 277,866 | $311.5 萬 | 0.7% | +8,143+3.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,706 | $303.2 萬 | 0.7% | −255−2.3% | 減碼 | – |
| TXNTexas Instruments Inc | Stock | 14,486 | $299.2 萬 | 0.7% | −2,678−15.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 17,817 | $295.5 萬 | 0.7% | −226−1.3% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 9,097 | $277.0 萬 | 0.6% | −306−3.3% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,983 | $273.1 萬 | 0.6% | −55−0.8% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,365 | $255.2 萬 | 0.6% | +90+2.1% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 26,904 | $242.6 萬 | 0.5% | −572−2.1% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 47,018 | $237.8 萬 | 0.5% | +210.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,152 | $237.1 萬 | 0.5% | +99+2.0% | 加碼 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 19,685 | $227.7 萬 | 0.5% | +109+0.6% | 加碼 | 歷史 |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 33,088 | $221.9 萬 | 0.5% | +10,170+44.4% | 加碼 | – |
| NFLXNetflix Inc | Stock | 2,994 | $212.4 萬 | 0.5% | +32+1.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 55,954 | $210.2 萬 | 0.5% | +5,626+11.2% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 17,053 | $207.0 萬 | 0.5% | +141+0.8% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 8,301 | $204.6 萬 | 0.5% | −79−0.9% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 7,605 | $199.3 萬 | 0.5% | −196−2.5% | 減碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 162,630 | $194.7 萬 | 0.4% | +1,737+1.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,781 | $187.2 萬 | 0.4% | +33+0.9% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,048 | $178.2 萬 | 0.4% | −31−1.0% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 15,029 | $175.8 萬 | 0.4% | −345−2.2% | 減碼 | – |
| RTXRTX Corp | Stock | 14,293 | $173.2 萬 | 0.4% | +71+0.5% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 6,227 | $168.6 萬 | 0.4% | −106−1.7% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 6,814 | $165.6 萬 | 0.4% | +30.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,707 | $162.3 萬 | 0.4% | +20+0.2% | 加碼 | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 120,158 | $160.9 萬 | 0.4% | −6,373−5.0% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,679 | $159.9 萬 | 0.4% | +158+3.5% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 11,217 | $159.3 萬 | 0.4% | +46+0.4% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,423 | $149.9 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,572 | $147.2 萬 | 0.3% | −1,893−42.4% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,512 | $143.5 萬 | 0.3% | −45−2.9% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 10,232 | $138.2 萬 | 0.3% | −24−0.2% | 減碼 | – |
| TAT&T Inc. | Stock | 61,218 | $134.7 萬 | 0.3% | −1,993−3.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 5,889 | $130.1 萬 | 0.3% | +202+3.6% | 加碼 | – |
| AFLAflac Inc | Stock | 11,080 | $123.9 萬 | 0.3% | −183−1.6% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,254 | $118.6 萬 | 0.3% | +315+6.4% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 10,324 | $117.7 萬 | 0.3% | +50.0% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 6,488 | $111.9 萬 | 0.3% | −173−2.6% | 減碼 | 歷史 |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 81,255 | $106.4 萬 | 0.2% | −6,006−6.9% | 減碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 2,582 | $103.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 4,936 | $102.0 萬 | 0.2% | −113−2.2% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,833 | $100.1 萬 | 0.2% | −81−2.8% | 減碼 | 歷史 |
| Invesco India Exchange-Trade46137R109 | INDIA ETF | 31,718 | $97.4 萬 | 0.2% | 00.0% | 不變 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,438 | $96.4 萬 | 0.2% | +1,772+106.4% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 31,219 | $90.9 萬 | 0.2% | +407+1.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 19,665 | $88.3 萬 | 0.2% | +154+0.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,765 | $88.2 萬 | 0.2% | −68−0.9% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,961 | $88.2 萬 | 0.2% | +131+4.6% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 5,729 | $87.7 萬 | 0.2% | −125−2.1% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,285 | $86.0 萬 | 0.2% | +10.0% | 加碼 | – |
| PSXPhillips 66 | Stock | 6,492 | $85.3 萬 | 0.2% | −199−3.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 15,418 | $82.1 萬 | 0.2% | −2,074−11.9% | 減碼 | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 22,012 | $81.7 萬 | 0.2% | 00.0% | 不變 | – |
| NMCONuveen Municipal Credit Opportunities Fund | COM | 68,831 | $80.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 7,619 | $80.2 萬 | 0.2% | −76−1.0% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,885 | $79.8 萬 | 0.2% | −73−2.5% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 2,961 | $75.6 萬 | 0.2% | −101−3.3% | 減碼 | 歷史 |
| VGMInvesco Trust for Investment Grade Municipals | COM | 71,544 | $75.6 萬 | 0.2% | −9,635−11.9% | 減碼 | 歷史 |
| SPXXNuveen S&P 500 Dynamic Overwrite Fund | COM | 44,681 | $75.0 萬 | 0.2% | +2,772+6.6% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 30,981 | $74.8 萬 | 0.2% | +60+0.2% | 加碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 13,970 | $74.1 萬 | 0.2% | 00.0% | 不變 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 12,396 | $71.7 萬 | 0.2% | +727+6.2% | 加碼 | – |
| PRUPrudential Financial Inc | Stock | 5,882 | $71.2 萬 | 0.2% | −543−8.5% | 減碼 | 歷史 |
| VKQInvesco Municipal Trust | COM | 69,321 | $71.1 萬 | 0.2% | −5,810−7.7% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 3,905 | $70.0 萬 | 0.2% | +201+5.4% | 加碼 | – |
| ORCLOracle Corp | Stock | 4,096 | $69.8 萬 | 0.2% | −137−3.2% | 減碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 5,016 | $69.6 萬 | 0.2% | −414−7.6% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 8,531 | $68.9 萬 | 0.2% | +26+0.3% | 加碼 | – |
| AMGNAmgen Inc | Stock | 2,137 | $68.9 萬 | 0.2% | −809−27.5% | 減碼 | 歷史 |
2024 年第 2 季之後清倉（6 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ANETArista Networks, Inc. | COM | 2,310 | $81.0 萬 | 0.2% | 歷史 |
| AIFApollo Tactical Income Fund Inc. | COM | 22,487 | $32.9 萬 | 0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,435 | $28.6 萬 | 0.1% | 歷史 |
| ASMLASML Holding NV | ADR | 227 | $23.2 萬 | 0.1% | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 2,525 | $21.9 萬 | 0.1% | – |
| ADIAnalog Devices Inc | Stock | 905 | $20.7 萬 | 0.1% | 歷史 |