Tyche Wealth Partners LLC
- SEC CIK
- 0002004818
- 最新申報
- 2026/8/6
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/23 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 297
- 較 2024 年第 4 季 −4
- 總值
- $4.62 億
- 較 2024 年第 4 季 −$1,145 萬 (−2.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 57,139 | $3,196 萬 | 6.9% | +20,120+54.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 198,367 | $2,974 萬 | 6.4% | −1,423−0.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 126,858 | $2,818 萬 | 6.1% | −11,493−8.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 164,905 | $1,961 萬 | 4.2% | +1,811+1.1% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 89,288 | $1,732 萬 | 3.7% | +27,893+45.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 32,250 | $1,211 萬 | 2.6% | −124−0.4% | 減碼 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 233,120 | $1,199 萬 | 2.6% | +4,362+1.9% | 加碼 | – |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 604,771 | $1,131 萬 | 2.4% | +9,840+1.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 55,666 | $1,059 萬 | 2.3% | +2,452+4.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 21,453 | $1,006 萬 | 2.2% | +12,110+129.6% | 加碼 | – |
| VVisa Inc. | Stock | 26,651 | $934.0 萬 | 2.0% | +585+2.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 75,440 | $817.6 萬 | 1.8% | +4,472+6.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 86,209 | $756.8 萬 | 1.6% | −8,250−8.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 40,868 | $696.5 萬 | 1.5% | +1,665+4.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 17,987 | $659.2 萬 | 1.4% | −777−4.1% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 37,824 | $651.1 萬 | 1.4% | −33−0.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 33,477 | $560.0 萬 | 1.2% | +1,742+5.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 21,584 | $559.4 萬 | 1.2% | −158−0.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,854 | $553.7 萬 | 1.2% | −656−10.1% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 9,254 | $520.0 萬 | 1.1% | +310+3.5% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 84,712 | $508.4 萬 | 1.1% | −3,759−4.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 19,250 | $472.2 萬 | 1.0% | −459−2.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,691 | $446.7 萬 | 1.0% | +233+2.8% | 加碼 | – |
| MAMastercard Inc | Stock | 7,644 | $419.0 萬 | 0.9% | −1,358−15.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,824 | $398.4 萬 | 0.9% | −2,220−31.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 18,625 | $390.2 萬 | 0.8% | −3,543−16.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 23,474 | $389.3 萬 | 0.8% | −381−1.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 50,093 | $358.8 萬 | 0.8% | +646+1.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 47,438 | $336.3 萬 | 0.7% | −288−0.6% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 18,445 | $331.5 萬 | 0.7% | +543+3.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 86,252 | $314.0 萬 | 0.7% | +19,855+29.9% | 加碼 | – |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 293,717 | $301.4 萬 | 0.7% | +2,713+0.9% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,827 | $297.6 萬 | 0.6% | +1,128+11.6% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 9,462 | $295.6 萬 | 0.6% | −2,969−23.9% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,148 | $293.6 萬 | 0.6% | +39+1.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,069 | $292.1 萬 | 0.6% | +351+7.4% | 加碼 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 248,066 | $285.8 萬 | 0.6% | −158,428−39.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,335 | $284.1 萬 | 0.6% | −95−1.7% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 17,820 | $282.9 萬 | 0.6% | +1,004+6.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 17,392 | $268.9 萬 | 0.6% | −1,709−8.9% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 28,090 | $258.3 萬 | 0.6% | +1,514+5.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,733 | $247.9 萬 | 0.5% | +50+1.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,409 | $244.4 萬 | 0.5% | +172+2.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 16,971 | $224.8 萬 | 0.5% | +548+3.3% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 44,610 | $224.1 萬 | 0.5% | +600+1.4% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 3,843 | $209.9 萬 | 0.5% | +64+1.7% | 加碼 | 歷史 |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 38,722 | $206.9 萬 | 0.4% | +5,634+17.0% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 14,425 | $202.6 萬 | 0.4% | +12,282+573.1% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 6,822 | $196.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 8,150 | $192.5 萬 | 0.4% | +354+4.5% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 7,646 | $189.6 萬 | 0.4% | −3,136−29.1% | 減碼 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 19,951 | $186.5 萬 | 0.4% | +144+0.7% | 加碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 164,880 | $184.7 萬 | 0.4% | +1,666+1.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 54,532 | $154.2 萬 | 0.3% | −4,192−7.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 11,502 | $152.6 萬 | 0.3% | −5,127−30.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,718 | $151.8 萬 | 0.3% | +170+1.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 11,106 | $150.7 萬 | 0.3% | +1,408+14.5% | 加碼 | – |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 120,010 | $148.6 萬 | 0.3% | +398+0.3% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 4,130 | $145.6 萬 | 0.3% | +993+31.7% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 10,409 | $139.8 萬 | 0.3% | +226+2.2% | 加碼 | – |
| BLKBlackRock, Inc. | Stock | 1,464 | $138.6 萬 | 0.3% | −1,056−41.9% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,878 | $137.1 萬 | 0.3% | −851−12.6% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 7,856 | $134.1 萬 | 0.3% | +1,158+17.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,938 | $131.3 萬 | 0.3% | −107−3.5% | 減碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 2,447 | $128.7 萬 | 0.3% | +65+2.7% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,685 | $120.4 萬 | 0.3% | +768+15.6% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,364 | $117.6 萬 | 0.3% | +27+1.2% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 10,968 | $114.7 萬 | 0.2% | −3,655−25.0% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 5,722 | $114.2 萬 | 0.2% | −182−3.1% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 33,232 | $113.5 萬 | 0.2% | +1,006+3.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,184 | $107.0 萬 | 0.2% | +266+5.4% | 加碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 3,555 | $104.8 萬 | 0.2% | +300+9.2% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 9,130 | $101.5 萬 | 0.2% | −1,437−13.6% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 6,280 | $100.4 萬 | 0.2% | +241+4.0% | 加碼 | 歷史 |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 81,635 | $99.8 萬 | 0.2% | +129+0.2% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 3,142 | $98.0 萬 | 0.2% | −2,387−43.2% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 13,479 | $96.8 萬 | 0.2% | +3,224+31.4% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,956 | $94.4 萬 | 0.2% | +5,426+153.7% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 5,467 | $93.4 萬 | 0.2% | +1,537+39.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,121 | $92.1 萬 | 0.2% | +9,860+157.5% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 3,384 | $90.3 萬 | 0.2% | −3,123−48.0% | 減碼 | 歷史 |
| BABoeing Co | Stock | 5,192 | $88.5 萬 | 0.2% | +2,191+73.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,757 | $87.6 萬 | 0.2% | −2,999−23.5% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 18,781 | $85.2 萬 | 0.2% | −14,128−42.9% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 13,656 | $84.3 萬 | 0.2% | −1,948−12.5% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 5,995 | $83.8 萬 | 0.2% | +304+5.3% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 218 | $83.3 萬 | 0.2% | +12+5.8% | 加碼 | 歷史 |
| NMCONuveen Municipal Credit Opportunities Fund | COM | 77,281 | $82.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 7,765 | $81.6 萬 | 0.2% | +36+0.5% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,285 | $79.8 萬 | 0.2% | 00.0% | 不變 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 14,493 | $79.4 萬 | 0.2% | +1,356+10.3% | 加碼 | – |
| ATOAtmos Energy Corp | COM | 4,977 | $76.9 萬 | 0.2% | −5,969−54.5% | 減碼 | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 22,024 | $76.2 萬 | 0.2% | +12+0.1% | 加碼 | – |
| PSXPhillips 66 | Stock | 6,035 | $74.5 萬 | 0.2% | −1,282−17.5% | 減碼 | 歷史 |
| SPXXNuveen S&P 500 Dynamic Overwrite Fund | COM | 43,173 | $73.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,381 | $72.7 萬 | 0.2% | −3,643−60.5% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 2,849 | $72.2 萬 | 0.2% | −32−1.1% | 減碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 13,970 | $71.5 萬 | 0.2% | 00.0% | 不變 | – |
| VGMInvesco Trust for Investment Grade Municipals | COM | 70,598 | $70.3 萬 | 0.2% | +3,234+4.8% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,817 | $70.0 萬 | 0.2% | −248−8.1% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（31 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MSIMotorola Solutions, Inc. | Stock | 2,312 | $106.8 萬 | 0.2% | 歷史 |
| SHWSherwin Williams Co | COM | 2,786 | $94.7 萬 | 0.2% | 歷史 |
| INTUIntuit Inc. | Stock | 1,484 | $93.2 萬 | 0.2% | 歷史 |
| SNASnap-on Inc | COM | 2,580 | $87.6 萬 | 0.2% | 歷史 |
| TSCOTractor Supply Co | COM | 16,187 | $85.9 萬 | 0.2% | 歷史 |
| QCOMQualcomm Inc | Stock | 5,320 | $81.7 萬 | 0.2% | 歷史 |
| RSGRepublic Services, Inc. | COM | 3,933 | $79.1 萬 | 0.2% | 歷史 |
| APHAmphenol Corp | CL A | 11,285 | $78.4 萬 | 0.2% | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,453 | $78.1 萬 | 0.2% | 歷史 |
| CASYCaseys General Stores Inc | COM | 1,896 | $75.1 萬 | 0.2% | 歷史 |
| MKCMcCormick & Co Inc | Stock | 9,602 | $73.2 萬 | 0.2% | 歷史 |
| CTVACorteva, Inc. | Stock | 12,025 | $68.5 萬 | 0.1% | 歷史 |
| NDAQNasdaq, Inc. | COM | 8,652 | $66.9 萬 | 0.1% | 歷史 |
| CTASCintas Corp | Stock | 3,658 | $66.8 萬 | 0.1% | 歷史 |
| FASTFastenal Co | Stock | 9,093 | $65.4 萬 | 0.1% | 歷史 |
| EOGEOG Resources Inc | Stock | 5,045 | $61.8 萬 | 0.1% | 歷史 |
| WSOWatsco Inc | COM | 1,301 | $61.7 萬 | 0.1% | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 2,067 | $58.7 萬 | 0.1% | 歷史 |
| EQIXEquinix Inc | COM | 606 | $57.1 萬 | 0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 3,076 | $50.1 萬 | 0.1% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,202 | $50.0 萬 | 0.1% | 歷史 |
| POOLPool Corp | COM | 1,464 | $49.9 萬 | 0.1% | 歷史 |
| STESTERIS plc | SHS USD | 2,249 | $46.2 萬 | 0.1% | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,033 | $43.2 萬 | 0.1% | 歷史 |
| ARDCAres Dynamic Credit Allocation Fund, Inc. | COM | 23,109 | $34.9 萬 | 0.1% | 歷史 |
| WLKWestlake Corp | COM | 1,933 | $22.2 萬 | <0.1% | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 210 | $22.1 萬 | <0.1% | 歷史 |
| INTCIntel Corp | Stock | 10,797 | $21.6 萬 | <0.1% | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 2,559 | $21.0 萬 | <0.1% | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 965 | $20.3 萬 | <0.1% | 歷史 |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 12,096 | $8.25 萬 | <0.1% | 歷史 |