Tyche Wealth Partners LLC
- SEC CIK
- 0002004818
- 最新申報
- 2026/8/6
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/27 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 301
- 較 2024 年第 3 季 +13
- 總值
- $4.73 億
- 較 2024 年第 3 季 +$3,180 萬 (+7.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 138,351 | $3,465 萬 | 7.3% | +10,683+8.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 199,790 | $3,038 萬 | 6.4% | +1,325+0.7% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 37,019 | $2,170 萬 | 4.6% | +1,192+3.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 163,094 | $1,754 萬 | 3.7% | +21,380+15.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 32,374 | $1,365 萬 | 2.9% | −1,301−3.9% | 減碼 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 228,758 | $1,222 萬 | 2.6% | +9,803+4.5% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 61,395 | $1,202 萬 | 2.5% | −706−1.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 53,214 | $1,167 萬 | 2.5% | −1,521−2.8% | 減碼 | 歷史 |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 594,931 | $1,107 萬 | 2.3% | −8,967−1.5% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 70,968 | $953.0 萬 | 2.0% | −1,570−2.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 21,742 | $878.0 萬 | 1.9% | −63−0.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 94,459 | $853.4 萬 | 1.8% | +9,007+10.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 26,066 | $823.8 萬 | 1.7% | −307−1.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 18,764 | $729.9 萬 | 1.5% | +1,069+6.0% | 加碼 | 歷史 |
| AMEAmetek Inc | COM | 37,857 | $682.4 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 39,203 | $657.2 萬 | 1.4% | +1,376+3.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,510 | $596.5 萬 | 1.3% | +846+14.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 7,044 | $543.8 萬 | 1.1% | +2,427+52.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 8,944 | $526.5 萬 | 1.1% | +618+7.4% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,343 | $477.6 萬 | 1.0% | +822+9.6% | 加碼 | – |
| MAMastercard Inc | Stock | 9,002 | $474.0 萬 | 1.0% | +1,528+20.4% | 加碼 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 406,494 | $474.0 萬 | 1.0% | −17,831−4.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 19,709 | $472.4 萬 | 1.0% | +2,170+12.4% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 88,471 | $462.6 萬 | 1.0% | −1,706−1.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 31,735 | $459.6 萬 | 1.0% | −2,056−6.1% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,458 | $455.7 萬 | 1.0% | −237−2.7% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 22,168 | $393.9 萬 | 0.8% | +4,182+23.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 19,101 | $361.6 萬 | 0.8% | +1,284+7.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 12,431 | $360.4 萬 | 0.8% | +3,334+36.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 23,855 | $345.0 萬 | 0.7% | −2,799−10.5% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 47,726 | $342.2 萬 | 0.7% | +1,101+2.4% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 17,902 | $335.7 萬 | 0.7% | +3,416+23.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 49,447 | $307.9 萬 | 0.7% | +1,633+3.4% | 加碼 | 歷史 |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 291,004 | $291.6 萬 | 0.6% | +13,138+4.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,699 | $281.1 萬 | 0.6% | −1,007−9.4% | 減碼 | – |
| NFLXNetflix Inc | Stock | 3,109 | $277.1 萬 | 0.6% | +115+3.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,718 | $276.2 萬 | 0.6% | +2,146+83.4% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 10,782 | $273.4 萬 | 0.6% | +3,177+41.8% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,237 | $262.5 萬 | 0.6% | +254+3.6% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 2,520 | $258.4 萬 | 0.5% | +1,008+66.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,430 | $246.1 萬 | 0.5% | +278+5.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,683 | $236.9 萬 | 0.5% | +318+7.3% | 加碼 | 歷史 |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 33,088 | $230.7 萬 | 0.5% | 00.0% | 不變 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 66,397 | $226.6 萬 | 0.5% | +10,443+18.7% | 加碼 | – |
| SOSouthern Co | Stock | 26,576 | $218.8 萬 | 0.5% | −328−1.2% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,779 | $216.4 萬 | 0.5% | −2−0.1% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 44,010 | $212.6 萬 | 0.4% | −3,008−6.4% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 16,816 | $202.4 萬 | 0.4% | −237−1.4% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 5,529 | $194.5 萬 | 0.4% | +2,696+95.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 16,423 | $190.0 萬 | 0.4% | +2,130+14.9% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 16,629 | $188.1 萬 | 0.4% | +6,305+61.1% | 加碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 163,214 | $184.1 萬 | 0.4% | +584+0.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,548 | $181.8 萬 | 0.4% | −159−1.6% | 減碼 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 19,807 | $180.5 萬 | 0.4% | +122+0.6% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 7,796 | $177.8 萬 | 0.4% | −505−6.1% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 6,024 | $176.3 萬 | 0.4% | +3,139+108.8% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 14,623 | $168.5 萬 | 0.4% | −406−2.7% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 6,729 | $166.1 萬 | 0.4% | +502+8.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 6,822 | $165.2 萬 | 0.3% | +8+0.1% | 加碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 10,946 | $152.4 萬 | 0.3% | +5,930+118.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,045 | $148.0 萬 | 0.3% | −3−0.1% | 減碼 | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 119,612 | $146.6 萬 | 0.3% | −546−0.5% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 6,507 | $143.6 萬 | 0.3% | +3,696+131.5% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 2,382 | $141.5 萬 | 0.3% | −200−7.7% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 58,724 | $133.7 萬 | 0.3% | −2,494−4.1% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 10,183 | $133.7 萬 | 0.3% | −49−0.5% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 32,909 | $131.6 萬 | 0.3% | +13,244+67.3% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 5,904 | $130.4 萬 | 0.3% | +15+0.3% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 9,698 | $128.1 萬 | 0.3% | −1,519−13.5% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 12,756 | $126.9 萬 | 0.3% | +4,991+64.3% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,498 | $124.4 萬 | 0.3% | +1,890+310.9% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 6,698 | $121.9 萬 | 0.3% | −2,660−28.4% | 減碼依 2 比 1 拆股換算 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,337 | $121.6 萬 | 0.3% | −86−3.5% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 3,280 | $118.1 萬 | 0.2% | +2,154+191.3% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,918 | $114.3 萬 | 0.2% | −336−6.4% | 減碼 | – |
| HONHoneywell International Inc | COM | 4,917 | $111.1 萬 | 0.2% | −19−0.4% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 10,567 | $109.3 萬 | 0.2% | −513−4.6% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,137 | $107.3 萬 | 0.2% | −301−8.8% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 2,312 | $106.8 萬 | 0.2% | +2,312 | 新進 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 32,226 | $101.1 萬 | 0.2% | +1,007+3.2% | 加碼 | 歷史 |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 81,506 | $99.2 萬 | 0.2% | +251+0.3% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 6,039 | $98.9 萬 | 0.2% | −449−6.9% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 5,691 | $98.1 萬 | 0.2% | −38−0.7% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 16,155 | $96.5 萬 | 0.2% | +8,506+111.2% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 2,786 | $94.7 萬 | 0.2% | +2,786 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 3,255 | $94.4 萬 | 0.2% | +294+9.9% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,484 | $93.2 萬 | 0.2% | +1,484 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 15,604 | $92.4 萬 | 0.2% | +186+1.2% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 7,247 | $91.4 萬 | 0.2% | +2,927+67.8% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 9,517 | $89.5 萬 | 0.2% | +9,517 | 新進 | 歷史 |
| SNASnap-on Inc | COM | 2,580 | $87.6 萬 | 0.2% | +2,580 | 新進 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 6,994 | $87.1 萬 | 0.2% | +4,840+224.7% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 16,187 | $85.9 萬 | 0.2% | +16,187 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,285 | $84.9 萬 | 0.2% | 00.0% | 不變 | – |
| PSXPhillips 66 | Stock | 7,317 | $83.4 萬 | 0.2% | +825+12.7% | 加碼 | 歷史 |
| NMCONuveen Municipal Credit Opportunities Fund | COM | 77,281 | $82.0 萬 | 0.2% | +8,450+12.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,528 | $81.8 萬 | 0.2% | +638+22.1% | 加碼 | 歷史 |
| Invesco India Exchange-Trade46137R109 | INDIA ETF | 31,718 | $81.7 萬 | 0.2% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 5,320 | $81.7 萬 | 0.2% | +5,320 | 新進 | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 22,012 | $81.2 萬 | 0.2% | 00.0% | 不變 | – |
2024 年第 3 季之後清倉（28 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Nuvei Corp67079A102 | COM | 260,100 | $867.4 萬 | 2.0% | – |
| VLOValero Energy Corp | Stock | 4,404 | $59.5 萬 | 0.1% | 歷史 |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 20,670 | $53.8 萬 | 0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 3,365 | $40.1 萬 | 0.1% | 歷史 |
| EXRExtra Space Storage Inc. | COM | 1,858 | $33.5 萬 | 0.1% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 5,753 | $33.1 萬 | 0.1% | 歷史 |
| DHIHorton D R Inc | COM | 1,717 | $32.8 萬 | 0.1% | 歷史 |
| ARMArm Holdings PLC | ADR | 1,900 | $27.2 萬 | 0.1% | 歷史 |
| TGTTarget Corp | Stock | 1,655 | $25.8 萬 | 0.1% | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 2,502 | $25.4 萬 | 0.1% | – |
| KIMKimco Realty Corp | COM | 10,824 | $25.1 萬 | 0.1% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,186 | $24.8 萬 | 0.1% | – |
| CECelanese Corp | Stock | 1,822 | $24.8 萬 | 0.1% | 歷史 |
| KHCKraft Heinz Co | Stock | 6,976 | $24.5 萬 | 0.1% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,352 | $24.1 萬 | 0.1% | 歷史 |
| PPLPPL Corp | COM | 6,914 | $22.9 萬 | 0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 427 | $22.1 萬 | 0.1% | 歷史 |
| IRMIron Mountain Inc | COM | 1,855 | $22.0 萬 | <0.1% | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 499 | $21.1 萬 | <0.1% | 歷史 |
| SUNSunoco LP | COM UT REP LP | 3,905 | $21.0 萬 | <0.1% | 歷史 |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 16,520 | $20.8 萬 | <0.1% | 歷史 |
| OBKOrigin Bancorp, Inc. | COM | 6,361 | $20.5 萬 | <0.1% | 歷史 |
| WPCW. P. Carey Inc. | COM | 3,258 | $20.3 萬 | <0.1% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 3,250 | $20.2 萬 | <0.1% | 歷史 |
| QUADQuad/Graphics, Inc. | COM CL A | 30,000 | $13.6 萬 | <0.1% | 歷史 |
| FFord Motor Co | Stock | 11,943 | $12.6 萬 | <0.1% | 歷史 |
| RCReady Capital Corp | COM | 11,588 | $8.84 萬 | <0.1% | 歷史 |
| LCIDLucid Group, Inc. | COM | 11,285 | $3.98 萬 | <0.1% | 歷史 |