Tyche Wealth Partners LLC
- SEC CIK
- 0002004818
- 最新申報
- 2026/8/6
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/23 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 336
- 較 2025 年第 3 季 +20
- 總值
- $6.30 億
- 較 2025 年第 3 季 +$5,978 萬 (+10.5%)
| 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 | 64,775 | $4,417 萬 | 7.0% | +4,528+7.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 131,301 | $3,570 萬 | 5.7% | +5,830+4.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 196,789 | $2,824 萬 | 4.5% | −2,107−1.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 164,811 | $1,983 萬 | 3.1% | +3,775+2.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,222 | $1,703 萬 | 2.7% | +4,078+13.1% | 加碼 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 276,536 | $1,537 萬 | 2.4% | +11,393+4.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 82,127 | $1,532 萬 | 2.4% | −3,487−4.1% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 68,651 | $1,509 萬 | 2.4% | −1,793−2.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 58,072 | $1,340 萬 | 2.1% | +1,609+2.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 19,864 | $1,220 萬 | 1.9% | +1,168+6.2% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 104,899 | $1,124 萬 | 1.8% | +9,160+9.6% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 15,902 | $1,089 萬 | 1.7% | +3,081+24.0% | 加碼 | – |
| WMTWalmart Inc. | Stock | 92,622 | $1,032 萬 | 1.6% | +5,282+6.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 22,640 | $1,018 萬 | 1.6% | +170+0.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 25,433 | $892.0 萬 | 1.4% | −284−1.1% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 55,069 | $790.3 萬 | 1.3% | +18,126+49.1% | 加碼 | – |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 77,725 | $732.9 萬 | 1.2% | −207−0.3% | 減碼 | – |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 384,025 | $732.3 萬 | 1.2% | −17,676−4.4% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 19,949 | $642.8 萬 | 1.0% | −50−0.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 41,261 | $591.3 萬 | 0.9% | +1,063+2.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 18,587 | $581.8 萬 | 0.9% | +1,657+9.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 16,594 | $571.0 萬 | 0.9% | −1,869−10.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,427 | $554.2 萬 | 0.9% | +524+8.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,831 | $553.8 萬 | 0.9% | +763+9.5% | 加碼 | – |
| CVXChevron Corp | Stock | 35,877 | $546.8 萬 | 0.9% | −456−1.3% | 減碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 113,458 | $503.9 萬 | 0.8% | +11,028+10.8% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 83,203 | $479.7 萬 | 0.8% | −1,542−1.8% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 26,763 | $464.3 萬 | 0.7% | +5,557+26.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 22,398 | $463.5 萬 | 0.7% | −325−1.4% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 8,085 | $461.6 萬 | 0.7% | +902+12.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 19,447 | $444.3 萬 | 0.7% | +2,470+14.5% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,380 | $422.8 萬 | 0.7% | −23−0.3% | 減碼 | 歷史 |
| Tidal Trust III45259A845 | VIST ARTI IN ETF | 107,539 | $406.2 萬 | 0.6% | +15,286+16.6% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 66,496 | $404.4 萬 | 0.6% | +12,954+24.2% | 加碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 39,409 | $400.7 萬 | 0.6% | +6,026+18.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,879 | $398.3 萬 | 0.6% | +85+0.7% | 加碼 | – |
| NEENextera Energy Inc | Stock | 48,144 | $386.5 萬 | 0.6% | +119+0.2% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 19,189 | $381.1 萬 | 0.6% | −1,006−5.0% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 11,837 | $361.8 萬 | 0.6% | +1,752+17.4% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 106,834 | $348.5 萬 | 0.6% | +55,250+107.1% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 3,811 | $335.0 萬 | 0.5% | −21−0.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,101 | $333.3 萬 | 0.5% | −2,015−39.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 46,417 | $324.5 萬 | 0.5% | −180−0.4% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 17,473 | $320.5 萬 | 0.5% | +43+0.2% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 15,702 | $313.5 萬 | 0.5% | −889−5.4% | 減碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 80,632 | $310.9 萬 | 0.5% | +14,764+22.4% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 9,422 | $295.7 萬 | 0.5% | −9−0.1% | 減碼 | 歷史 |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 293,248 | $295.6 萬 | 0.5% | −2,320−0.8% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 36,385 | $295.3 萬 | 0.5% | +4,641+14.6% | 加碼 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 20,523 | $294.4 萬 | 0.5% | +172+0.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 31,279 | $293.3 萬 | 0.5% | +639+2.1% | 加碼依 10 比 1 拆股換算 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 241,737 | $290.6 萬 | 0.5% | +489+0.2% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,142 | $283.1 萬 | 0.4% | −348−4.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,375 | $270.2 萬 | 0.4% | −80−1.5% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 16,817 | $269.7 萬 | 0.4% | −703−4.0% | 減碼 | 歷史 |
| iShares Tr46434V290 | US SML CAP EQT | 35,857 | $268.5 萬 | 0.4% | +19,988+126.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 43,672 | $250.0 萬 | 0.4% | +5,119+13.3% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 52,454 | $244.1 萬 | 0.4% | −557−1.1% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 52,095 | $243.9 萬 | 0.4% | +20,749+66.2% | 加碼 | – |
| SOSouthern Co | Stock | 27,763 | $242.1 萬 | 0.4% | −240−0.9% | 減碼 | 歷史 |
| BlackRock ETF Trust II092528843 | ISH HIG MUN ETF | 48,437 | $235.8 萬 | 0.4% | +7,054+17.0% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 6,761 | $234.0 萬 | 0.4% | +1,526+29.1% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 9,305 | $229.2 萬 | 0.4% | +2,051+28.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,276 | $216.2 萬 | 0.3% | +46+1.4% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 6,245 | $214.2 萬 | 0.3% | +1,123+21.9% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 35,332 | $210.4 萬 | 0.3% | +19,106+117.7% | 加碼 | – |
| AMEAmetek Inc | COM | 10,032 | $206.0 萬 | 0.3% | −11,908−54.3% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 60,788 | $202.4 萬 | 0.3% | +15,107+33.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 41,840 | $200.8 萬 | 0.3% | −143−0.3% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 15,777 | $197.7 萬 | 0.3% | +3,645+30.0% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 28,907 | $194.3 萬 | 0.3% | +3,003+11.6% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 5,736 | $189.4 萬 | 0.3% | −461−7.4% | 減碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 161,945 | $188.3 萬 | 0.3% | −760−0.5% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 51,629 | $177.9 萬 | 0.3% | +26,612+106.4% | 加碼 | – |
| Global X FDS37960A529 | DEFENSE TECH ETF | 27,082 | $175.5 萬 | 0.3% | +6,911+34.3% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 7,575 | $175.2 萬 | 0.3% | −109−1.4% | 減碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 32,393 | $170.9 萬 | 0.3% | +7,668+31.0% | 加碼 | – |
| CIFRCipher Digital Inc. | COM | 115,000 | $169.7 萬 | 0.3% | +62,500+119.0% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 11,663 | $167.9 萬 | 0.3% | +825+7.6% | 加碼依 2 比 1 拆股換算 | – |
| BLKBlackRock, Inc. | Stock | 1,547 | $165.6 萬 | 0.3% | +100+6.9% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,486 | $163.4 萬 | 0.3% | +11+0.3% | 加碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 9,401 | $157.6 萬 | 0.3% | +4,416+88.6% | 加碼 | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 124,165 | $157.2 萬 | 0.2% | +484+0.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 14,583 | $153.5 萬 | 0.2% | +6,549+81.5% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 8,231 | $151.6 萬 | 0.2% | +1,974+31.5% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,125 | $151.1 萬 | 0.2% | −15−0.5% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 10,823 | $150.6 萬 | 0.2% | +331+3.2% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 10,555 | $149.0 萬 | 0.2% | −330−3.0% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 4,897 | $145.1 萬 | 0.2% | +2,014+69.9% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 13,979 | $143.1 萬 | 0.2% | +1,401+11.1% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 16,701 | $139.9 萬 | 0.2% | +7,435+80.2% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 5,729 | $138.2 萬 | 0.2% | −52−0.9% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,358 | $136.7 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 52,753 | $131.0 萬 | 0.2% | −1,610−3.0% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 40,787 | $130.8 萬 | 0.2% | −323−0.8% | 減碼 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 22,511 | $128.2 萬 | 0.2% | +1,453+6.9% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 16,025 | $123.4 萬 | 0.2% | +7,181+81.2% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 12,804 | $121.9 萬 | 0.2% | +3,446+36.8% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 4,484 | $115.4 萬 | 0.2% | +2,152+92.3% | 加碼 | 歷史 |
| BABoeing Co | Stock | 5,267 | $114.4 萬 | 0.2% | +120+2.3% | 加碼 | 歷史 |
2025 年第 3 季之後清倉（22 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Principal Exchange Traded FD74255Y102 | ACTIVE HIGH YL | 37,976 | $73.9 萬 | 0.1% | – |
| MUMicron Technology Inc | Stock | 3,316 | $55.5 萬 | 0.1% | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,548 | $46.5 萬 | 0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,639 | $42.7 萬 | 0.1% | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 8,320 | $42.7 萬 | 0.1% | – |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 15,035 | $37.3 萬 | 0.1% | 歷史 |
| FSKFS KKR Capital Corp | COM | 21,777 | $32.5 萬 | 0.1% | 歷史 |
| KKellanova | Stock | 3,748 | $30.7 萬 | 0.1% | 歷史 |
| DELLDell Technologies Inc. | Stock | 2,142 | $30.4 萬 | 0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 3,635 | $27.4 萬 | <0.1% | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 3,771 | $24.5 萬 | <0.1% | 歷史 |
| USBUS Bancorp DE | COM NEW | 4,990 | $24.1 萬 | <0.1% | 歷史 |
| INTCIntel Corp | Stock | 6,758 | $22.7 萬 | <0.1% | 歷史 |
| PPLPPL Corp | COM | 5,910 | $22.0 萬 | <0.1% | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 2,141 | $21.4 萬 | <0.1% | 歷史 |
| OGEOGE Energy Corp. | COM | 4,532 | $21.0 萬 | <0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 6,638 | $20.9 萬 | <0.1% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 4,343 | $20.5 萬 | <0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,026 | $20.3 萬 | <0.1% | – |
| FBRTFranklin BSP Realty Trust, Inc. | COMMON STOCK | 11,968 | $13.0 萬 | <0.1% | 歷史 |
| BNKKBonk, Inc. | COM NEW | 65,000 | $1.74 萬 | <0.1% | 歷史 |
| Cohen & Steers Infrastructur19248A117 | RIGHT 10/16/2025 | 15,035 | $1,173 | <0.1% | – |