Tyche Wealth Partners LLC
- SEC CIK
- 0002004818
- 最新申報
- 2026/8/6
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/4 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 316
- 較 2025 年第 2 季 +13
- 總值
- $5.70 億
- 較 2025 年第 2 季 +$7,206 萬 (+14.5%)
| 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 | 60,247 | $4,014 萬 | 7.0% | +1,724+2.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 125,471 | $3,195 萬 | 5.6% | −371−0.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 198,896 | $2,793 萬 | 4.9% | +533+0.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 161,036 | $1,816 萬 | 3.2% | −2,297−1.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 31,144 | $1,613 萬 | 2.8% | +2,225+7.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 85,614 | $1,597 萬 | 2.8% | +3,765+4.6% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 70,444 | $1,520 萬 | 2.7% | +1,078+1.6% | 加碼 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 265,143 | $1,452 萬 | 2.5% | +16,743+6.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 56,463 | $1,240 萬 | 2.2% | −3,078−5.2% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 18,696 | $1,122 萬 | 2.0% | −211−1.1% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 95,739 | $1,020 萬 | 1.8% | +52,031+119.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 22,470 | $999.3 萬 | 1.8% | +58+0.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 87,340 | $900.1 萬 | 1.6% | +952+1.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 25,717 | $877.9 萬 | 1.5% | −661−2.5% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 12,821 | $858.1 萬 | 1.5% | +2,332+22.2% | 加碼 | – |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 401,701 | $768.9 萬 | 1.3% | −6,447−1.6% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 18,463 | $748.1 萬 | 1.3% | +929+5.3% | 加碼 | 歷史 |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 77,932 | $722.1 萬 | 1.3% | −465−0.6% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 19,999 | $630.8 萬 | 1.1% | +524+2.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 40,198 | $617.6 萬 | 1.1% | −579−1.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 36,333 | $564.2 萬 | 1.0% | +2,627+7.8% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 84,745 | $559.8 萬 | 1.0% | −59−0.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,903 | $546.4 萬 | 1.0% | −12−0.2% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 36,943 | $520.7 萬 | 0.9% | +26,762+262.9% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 8,068 | $494.1 萬 | 0.9% | −495−5.8% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 102,430 | $438.3 萬 | 0.8% | +11,373+12.5% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 22,723 | $421.3 萬 | 0.7% | −221−1.0% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 21,940 | $412.5 萬 | 0.7% | −15,875−42.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 16,930 | $411.6 萬 | 0.7% | −601−3.4% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 7,183 | $408.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 16,977 | $393.1 萬 | 0.7% | −2,038−10.7% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 20,195 | $392.8 萬 | 0.7% | +6,095+43.2% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 5,116 | $390.3 萬 | 0.7% | +421+9.0% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 21,206 | $389.6 萬 | 0.7% | +1,832+9.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,794 | $387.0 萬 | 0.7% | −427−3.5% | 減碼 | – |
| NFLXNetflix Inc | Stock | 3,064 | $367.4 萬 | 0.6% | −10−0.3% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 48,025 | $362.5 萬 | 0.6% | −527−1.1% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,403 | $353.3 萬 | 0.6% | −37−0.5% | 減碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 33,383 | $343.8 萬 | 0.6% | +22,810+215.7% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 16,591 | $324.9 萬 | 0.6% | −3,848−18.8% | 減碼 | – |
| Tidal Trust III45259A845 | VIST ARTI IN ETF | 92,253 | $324.1 萬 | 0.6% | +46,875+103.3% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 53,542 | $317.0 萬 | 0.6% | +26,844+100.5% | 加碼 | – |
| KOCoca Cola Co | Stock | 46,597 | $309.0 萬 | 0.5% | −2,789−5.6% | 減碼 | 歷史 |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 295,568 | $307.1 萬 | 0.5% | +3,385+1.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 10,085 | $306.5 萬 | 0.5% | +330+3.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,832 | $305.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 17,430 | $291.7 萬 | 0.5% | +605+3.6% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 17,520 | $284.2 萬 | 0.5% | −39−0.2% | 減碼 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 241,248 | $282.0 萬 | 0.5% | −936−0.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,455 | $274.2 萬 | 0.5% | +238+4.6% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,490 | $266.2 萬 | 0.5% | +305+4.2% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 28,003 | $265.4 萬 | 0.5% | −118−0.4% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 65,868 | $249.4 萬 | 0.4% | +30,245+84.9% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 53,011 | $247.6 萬 | 0.4% | +10,110+23.6% | 加碼 | – |
| SCCOSouthern Copper Corp | Stock | 20,351 | $247.0 萬 | 0.4% | +203+1.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,230 | $237.2 萬 | 0.4% | +5+0.2% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 31,744 | $231.0 萬 | 0.4% | +21,842+220.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,431 | $229.7 萬 | 0.4% | −54−0.6% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 38,553 | $220.1 萬 | 0.4% | +2,411+6.7% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 6,197 | $214.0 萬 | 0.4% | +1,070+20.9% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 41,983 | $207.6 萬 | 0.4% | −773−1.8% | 減碼 | – |
| BlackRock ETF Trust II092528843 | ISH HIG MUN ETF | 41,383 | $203.6 萬 | 0.4% | +28,014+209.5% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 7,254 | $189.2 萬 | 0.3% | −16−0.2% | 減碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 162,705 | $185.3 萬 | 0.3% | +3,689+2.3% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 7,684 | $181.6 萬 | 0.3% | −82−1.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,235 | $172.7 萬 | 0.3% | −540−9.4% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 25,904 | $170.8 萬 | 0.3% | +25,904 | 新進 | – |
| iShares S&P 100 ETF464287101 | ETF | 5,122 | $170.5 萬 | 0.3% | +2,870+127.4% | 加碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,475 | $170.4 萬 | 0.3% | −6−0.2% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,447 | $168.7 萬 | 0.3% | −7−0.5% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 51,584 | $164.6 萬 | 0.3% | +51,584 | 新進 | – |
| ABTAbbott Laboratories | Stock | 12,132 | $162.5 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,140 | $156.8 萬 | 0.3% | +402+14.7% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 45,681 | $156.0 萬 | 0.3% | +45,681 | 新進 | – |
| iShares Select Dividend ETF464287168 | ETF | 10,885 | $154.7 萬 | 0.3% | −385−3.4% | 減碼 | – |
| TAT&T Inc. | Stock | 54,363 | $153.5 萬 | 0.3% | −143−0.3% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,419 | $152.7 萬 | 0.3% | −27−0.5% | 減碼 | – |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 123,681 | $152.0 萬 | 0.3% | +3,418+2.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 10,492 | $146.9 萬 | 0.3% | −35−0.3% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 31,346 | $146.7 萬 | 0.3% | +16,154+106.3% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 5,781 | $145.3 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| Global X FDS37960A529 | DEFENSE TECH ETF | 20,171 | $141.7 萬 | 0.2% | +20,171 | 新進 | – |
| AXONAxon Enterprise, Inc. | COM | 1,897 | $136.1 萬 | 0.2% | −5−0.3% | 減碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 24,725 | $131.6 萬 | 0.2% | +9,430+61.7% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 12,578 | $130.0 萬 | 0.2% | +4,908+64.0% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 41,110 | $128.5 萬 | 0.2% | +70.0% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 6,257 | $127.4 萬 | 0.2% | −3,816−37.9% | 減碼 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 21,058 | $123.7 萬 | 0.2% | +4,896+30.3% | 加碼 | – |
| HONHoneywell International Inc | COM | 5,812 | $122.3 萬 | 0.2% | −15−0.3% | 減碼 | 歷史 |
| iShares Tr46434V290 | US SML CAP EQT | 15,869 | $118.0 萬 | 0.2% | +15,869 | 新進 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,357 | $114.3 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 4,007 | $112.7 萬 | 0.2% | −243−5.7% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,645 | $112.4 萬 | 0.2% | −921−16.5% | 減碼 | – |
| BABoeing Co | Stock | 5,147 | $111.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 3,846 | $104.9 萬 | 0.2% | −49−1.3% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 14,240 | $103.9 萬 | 0.2% | +105+0.7% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,191 | $102.6 萬 | 0.2% | +510+30.3% | 加碼 | – |
| BXBlackstone Inc. | COM | 6,005 | $102.6 萬 | 0.2% | +5+0.1% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 12,212 | $102.4 萬 | 0.2% | −2,796−18.6% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 9,046 | $101.0 萬 | 0.2% | −88−1.0% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（16 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288158 | SHRT NAT MUN ETF | 6,077 | $64.6 萬 | 0.1% | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 10,070 | $63.6 萬 | 0.1% | – |
| MHIPioneer Municipal High Income Fund, Inc. | COM SHS | 57,317 | $52.5 萬 | 0.1% | 歷史 |
| HESHess Corp | Stock | 2,634 | $36.5 萬 | 0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,618 | $26.0 萬 | 0.1% | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 6,229 | $25.9 萬 | 0.1% | – |
| iShares Tr464287515 | EXPANDED TECH | 2,320 | $25.4 萬 | 0.1% | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,903 | $23.5 萬 | <0.1% | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,092 | $22.8 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 4,781 | $21.4 萬 | <0.1% | – |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 5,000 | $20.4 萬 | <0.1% | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 5,250 | $20.4 萬 | <0.1% | – |
| OTISOtis Worldwide Corp | Stock | 2,055 | $20.3 萬 | <0.1% | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,847 | $20.3 萬 | <0.1% | – |
| AXTIAxt Inc | COM | 15,000 | $3.13 萬 | <0.1% | 歷史 |
| LCIDLucid Group, Inc. | COM | 12,440 | $2.62 萬 | <0.1% | 歷史 |