Tyche Wealth Partners LLC
- SEC CIK
- 0002004818
- 最新申報
- 2026/8/6
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/23 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 303
- 較 2025 年第 1 季 +6
- 總值
- $4.98 億
- 較 2025 年第 1 季 +$3,591 萬 (+7.8%)
| 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 | 58,523 | $3,616 萬 | 7.3% | +1,384+2.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 198,363 | $2,619 萬 | 5.3% | −40.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 125,842 | $2,582 萬 | 5.2% | −1,016−0.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 163,333 | $1,761 萬 | 3.5% | −1,572−1.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 28,919 | $1,438 萬 | 2.9% | −3,331−10.3% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 69,366 | $1,420 萬 | 2.9% | −19,922−22.3% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 59,541 | $1,306 萬 | 2.6% | +3,875+7.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 81,849 | $1,293 萬 | 2.6% | +6,409+8.5% | 加碼 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 248,400 | $1,261 萬 | 2.5% | +15,280+6.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 18,907 | $1,043 萬 | 2.1% | −2,546−11.9% | 減碼 | – |
| VVisa Inc. | Stock | 26,378 | $936.6 萬 | 1.9% | −273−1.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 86,388 | $844.7 萬 | 1.7% | +179+0.2% | 加碼 | 歷史 |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 408,148 | $774.3 萬 | 1.6% | −196,623−32.5% | 減碼 | – |
| TSLATesla, Inc. | Stock | 22,412 | $711.9 萬 | 1.4% | +828+3.8% | 加碼 | 歷史 |
| AMEAmetek Inc | COM | 37,815 | $684.3 萬 | 1.4% | −90.0% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 10,489 | $651.2 萬 | 1.3% | +1,235+13.3% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 40,777 | $649.7 萬 | 1.3% | −91−0.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 17,534 | $642.9 萬 | 1.3% | −453−2.5% | 減碼 | 歷史 |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 78,397 | $596.7 萬 | 1.2% | +39,675+102.5% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 5,915 | $585.5 萬 | 1.2% | +61+1.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 19,475 | $564.6 萬 | 1.1% | +225+1.2% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 84,804 | $497.2 萬 | 1.0% | +92+0.1% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,563 | $486.4 萬 | 1.0% | −128−1.5% | 減碼 | – |
| CVXChevron Corp | Stock | 33,706 | $482.6 萬 | 1.0% | +229+0.7% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 43,708 | $456.7 萬 | 0.9% | +34,752+388.0% | 加碼 | – |
| NFLXNetflix Inc | Stock | 3,074 | $411.7 萬 | 0.8% | −74−2.4% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 7,183 | $403.7 萬 | 0.8% | −461−6.0% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 19,374 | $402.3 萬 | 0.8% | +929+5.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,221 | $371.4 萬 | 0.7% | +1,394+12.9% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 91,057 | $368.7 萬 | 0.7% | +4,805+5.6% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 4,695 | $366.0 萬 | 0.7% | −129−2.7% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 20,439 | $354.1 萬 | 0.7% | +6,014+41.7% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 19,015 | $352.9 萬 | 0.7% | +390+2.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 22,944 | $350.5 萬 | 0.7% | −530−2.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 49,386 | $349.4 萬 | 0.7% | −707−1.4% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 48,552 | $337.0 萬 | 0.7% | +1,114+2.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 17,559 | $319.8 萬 | 0.6% | −261−1.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 17,531 | $308.9 萬 | 0.6% | +139+0.8% | 加碼 | 歷史 |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 292,183 | $294.2 萬 | 0.6% | −1,534−0.5% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,440 | $288.8 萬 | 0.6% | +31+0.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 9,755 | $285.0 萬 | 0.6% | +293+3.1% | 加碼 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 242,184 | $273.4 萬 | 0.5% | −5,882−2.4% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,832 | $271.2 萬 | 0.5% | −11−0.3% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 28,121 | $258.2 萬 | 0.5% | +31+0.1% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 14,100 | $257.8 萬 | 0.5% | +8,633+157.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,217 | $253.4 萬 | 0.5% | −118−2.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 16,825 | $245.7 萬 | 0.5% | −146−0.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,225 | $238.0 萬 | 0.5% | −1,844−36.4% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,185 | $219.0 萬 | 0.4% | +363+5.3% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 10,073 | $206.1 萬 | 0.4% | +2,217+28.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 36,142 | $205.5 萬 | 0.4% | +20,021+124.2% | 加碼 | – |
| SCCOSouthern Copper Corp | Stock | 20,148 | $203.8 萬 | 0.4% | +197+1.0% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 42,756 | $203.3 萬 | 0.4% | −1,854−4.2% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 42,901 | $198.3 萬 | 0.4% | +28,976+208.1% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 7,270 | $179.8 萬 | 0.4% | −376−4.9% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 7,766 | $178.7 萬 | 0.4% | −384−4.7% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,481 | $177.3 萬 | 0.4% | −649−15.7% | 減碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 159,016 | $173.6 萬 | 0.3% | −5,864−3.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,485 | $168.2 萬 | 0.3% | −233−2.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 12,131 | $165.0 萬 | 0.3% | +629+5.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,127 | $159.9 萬 | 0.3% | +394+8.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,775 | $159.2 萬 | 0.3% | +1,802+45.4% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 54,506 | $157.7 萬 | 0.3% | −260.0% | 減碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,902 | $157.4 萬 | 0.3% | −545−22.3% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,454 | $152.6 萬 | 0.3% | −10−0.7% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 11,270 | $149.7 萬 | 0.3% | +861+8.3% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 26,698 | $145.4 萬 | 0.3% | +26,698 | 新進 | – |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 120,263 | $143.5 萬 | 0.3% | +253+0.2% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 10,527 | $142.9 萬 | 0.3% | −579−5.2% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,446 | $137.9 萬 | 0.3% | +262+5.1% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 10,181 | $135.7 萬 | 0.3% | +10,181 | 新進 | – |
| HONHoneywell International Inc | COM | 5,827 | $135.7 萬 | 0.3% | +142+2.5% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,779 | $128.2 萬 | 0.3% | −99−1.7% | 減碼 | 歷史 |
| Tidal Trust III45259A845 | VIST ARTI IN ETF | 45,378 | $127.6 萬 | 0.3% | +19,286+73.9% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 41,103 | $127.5 萬 | 0.3% | +7,871+23.7% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,738 | $126.8 萬 | 0.3% | −200−6.8% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 35,623 | $126.7 萬 | 0.3% | +35,623 | 新進 | – |
| WFCWells Fargo & Company | Stock | 15,008 | $120.2 萬 | 0.2% | +1,529+11.3% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 5,566 | $120.1 萬 | 0.2% | −156−2.7% | 減碼 | – |
| OKEONEOK Inc | COM | 14,135 | $115.4 萬 | 0.2% | +8,850+167.5% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 3,895 | $109.9 萬 | 0.2% | +340+9.6% | 加碼 | 歷史 |
| BABoeing Co | Stock | 5,147 | $107.8 萬 | 0.2% | −45−0.9% | 減碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 10,573 | $107.4 萬 | 0.2% | +10,573 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,635 | $105.3 萬 | 0.2% | −1,333−12.2% | 減碼 | – |
| AFLAflac Inc | Stock | 9,134 | $96.3 萬 | 0.2% | +40.0% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,356 | $95.5 萬 | 0.2% | −8−0.3% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 13,639 | $94.6 萬 | 0.2% | −17−0.1% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 4,250 | $92.9 萬 | 0.2% | +92+2.2% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 3,100 | $92.6 萬 | 0.2% | −42−1.3% | 減碼 | 歷史 |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 77,079 | $91.9 萬 | 0.2% | −4,556−5.6% | 減碼 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 16,162 | $91.4 萬 | 0.2% | +7,745+92.0% | 加碼 | – |
| BXBlackstone Inc. | COM | 6,000 | $89.8 萬 | 0.2% | +5+0.1% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 3,599 | $85.7 萬 | 0.2% | +215+6.4% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,857 | $84.2 萬 | 0.2% | +40+1.4% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,295 | $83.8 萬 | 0.2% | +10+0.2% | 加碼 | – |
| NMCONuveen Municipal Credit Opportunities Fund | COM | 77,281 | $82.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 5,897 | $81.0 萬 | 0.2% | −383−6.1% | 減碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 15,295 | $80.8 萬 | 0.2% | +10,671+230.8% | 加碼 | – |
| GEGeneral Electric Co | Stock | 3,119 | $80.3 萬 | 0.2% | +43+1.4% | 加碼 | 歷史 |
| SPXXNuveen S&P 500 Dynamic Overwrite Fund | COM | 44,681 | $79.3 萬 | 0.2% | +1,508+3.5% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（21 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LRCXLam Research Corp | Stock | 8,912 | $64.8 萬 | 0.1% | 歷史 |
| Invesco India Exchange-Trade46137R109 | INDIA ETF | 23,702 | $59.3 萬 | 0.1% | – |
| VLOValero Energy Corp | Stock | 4,288 | $56.6 萬 | 0.1% | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 3,550 | $44.2 萬 | 0.1% | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 15,799 | $32.7 萬 | 0.1% | – |
| iShares Tr46432F388 | MSCI USA VALUE | 2,502 | $26.7 萬 | 0.1% | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,971 | $26.0 萬 | 0.1% | – |
| OXYOccidental Petroleum Corp | Stock | 5,130 | $25.3 萬 | 0.1% | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 3,587 | $25.3 萬 | 0.1% | 歷史 |
| ANETArista Networks, Inc. | Stock | 3,257 | $25.2 萬 | 0.1% | 歷史 |
| EXRExtra Space Storage Inc. | COM | 1,677 | $24.9 萬 | 0.1% | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,918 | $23.8 萬 | 0.1% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,181 | $23.7 萬 | 0.1% | – |
| iShares Tr464288687 | PFD AND INCM SEC | 7,294 | $22.4 萬 | <0.1% | – |
| AONAon plc | CL A | 555 | $22.2 萬 | <0.1% | 歷史 |
| TRGPTarga Resources Corp. | COM | 1,078 | $21.6 萬 | <0.1% | 歷史 |
| RGLSRegulus Therapeutics Inc. | COM | 121,589 | $21.3 萬 | <0.1% | 歷史 |
| BLDQXO Insulation, LLC | Stock | 697 | $21.2 萬 | <0.1% | 歷史 |
| KIMKimco Realty Corp | COM | 9,891 | $21.0 萬 | <0.1% | 歷史 |
| FFord Motor Co | Stock | 10,391 | $10.4 萬 | <0.1% | 歷史 |
| BMBLBumble Inc. | COM CL A | 12,096 | $8.53 萬 | <0.1% | 歷史 |