Tyche Wealth Partners LLC
- SEC CIK
- 0002004818
- 最新申報
- 2026/8/6
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/6 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 347
- 較 2025 年第 4 季 +11
- 總值
- $6.48 億
- 較 2025 年第 4 季 +$1,871 萬 (+3.0%)
| 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 | 67,261 | $4,374 萬 | 6.7% | +2,486+3.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 131,533 | $3,338 萬 | 5.1% | +232+0.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 196,102 | $3,045 萬 | 4.7% | −687−0.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 163,944 | $2,781 萬 | 4.3% | −867−0.5% | 減碼 | 歷史 |
| Fidelity Covington Trust31609A503 | ENH MID COR ETF | 536,815 | $1,930 萬 | 3.0% | +536,815 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 25,923 | $1,496 萬 | 2.3% | +6,059+30.5% | 加碼 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 283,669 | $1,488 萬 | 2.3% | +7,133+2.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 84,616 | $1,476 萬 | 2.3% | +2,489+3.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 34,417 | $1,274 萬 | 2.0% | −805−2.3% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 116,919 | $1,241 萬 | 1.9% | +12,020+11.5% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 58,512 | $1,219 萬 | 1.9% | +440+0.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 93,262 | $1,159 萬 | 1.8% | +640+0.7% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 15,940 | $1,041 萬 | 1.6% | +38+0.2% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 59,702 | $884.2 萬 | 1.4% | +4,633+8.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 23,610 | $877.7 萬 | 1.4% | +970+4.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 25,236 | $762.7 萬 | 1.2% | −197−0.8% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 35,720 | $739.0 萬 | 1.1% | −157−0.4% | 減碼 | 歷史 |
| iShares Tr46438G448 | LONG TERM MUNI | 127,929 | $638.7 萬 | 1.0% | +127,929 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 6,382 | $635.9 萬 | 1.0% | −45−0.7% | 減碼 | 歷史 |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 77,744 | $609.5 萬 | 0.9% | +190.0% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 41,461 | $598.9 萬 | 0.9% | +200+0.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 20,134 | $592.3 萬 | 0.9% | +185+0.9% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 129,443 | $590.9 萬 | 0.9% | +15,985+14.1% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 86,561 | $571.2 萬 | 0.9% | +3,358+4.0% | 加碼 | 歷史 |
| Tidal Trust III45259A845 | VIST ARTI IN ETF | 136,295 | $571.2 萬 | 0.9% | +28,756+26.7% | 加碼 | – |
| BlackRock ETF Trust09290C764 | ISHA IN CTRY ETF | 172,796 | $555.6 萬 | 0.9% | +172,796 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 19,111 | $549.5 萬 | 0.8% | +524+2.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 22,404 | $547.6 萬 | 0.8% | +60.0% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 9,074 | $542.2 萬 | 0.8% | +243+2.8% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 16,431 | $540.4 萬 | 0.8% | −163−1.0% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 27,560 | $535.1 萬 | 0.8% | +797+3.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,363 | $521.6 萬 | 0.8% | −17−0.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 47,970 | $445.5 萬 | 0.7% | −174−0.4% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 72,381 | $421.1 萬 | 0.6% | +5,885+8.9% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 19,130 | $416.0 萬 | 0.6% | −317−1.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 8,098 | $404.6 萬 | 0.6% | +13+0.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,776 | $404.0 萬 | 0.6% | +965+25.3% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,907 | $382.0 萬 | 0.6% | +28+0.2% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 19,636 | $376.6 萬 | 0.6% | +447+2.3% | 加碼 | – |
| iShares Tr46434V290 | US SML CAP EQT | 49,295 | $372.1 萬 | 0.6% | +13,438+37.5% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 126,703 | $369.1 萬 | 0.6% | +19,869+18.6% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 11,632 | $361.5 萬 | 0.6% | −205−1.7% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 46,277 | $351.9 萬 | 0.5% | −140−0.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 17,599 | $339.5 萬 | 0.5% | +126+0.7% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 88,545 | $320.7 萬 | 0.5% | +7,913+9.8% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 14,360 | $308.8 萬 | 0.5% | −54,291−79.1% | 減碼 | – |
| NFLXNetflix Inc | Stock | 31,772 | $305.5 萬 | 0.5% | +493+1.6% | 加碼 | 歷史 |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 293,493 | $302.0 萬 | 0.5% | +245+0.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 6,866 | $295.4 萬 | 0.5% | −276−3.9% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 15,999 | $290.2 萬 | 0.4% | +297+1.9% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 3,089 | $284.1 萬 | 0.4% | −12−0.4% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 16,981 | $280.8 萬 | 0.4% | +164+1.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 48,741 | $276.3 萬 | 0.4% | +5,069+11.6% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 9,456 | $271.3 萬 | 0.4% | +34+0.4% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 27,784 | $268.2 萬 | 0.4% | +21+0.1% | 加碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 42,925 | $268.1 萬 | 0.4% | +7,593+21.5% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,540 | $265.5 萬 | 0.4% | +165+3.1% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 51,822 | $239.4 萬 | 0.4% | −632−1.2% | 減碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 67,739 | $223.2 萬 | 0.3% | +6,951+11.4% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 8,533 | $222.1 萬 | 0.3% | −772−8.3% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 10,040 | $215.2 萬 | 0.3% | +8+0.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 41,867 | $207.7 萬 | 0.3% | +27+0.1% | 加碼 | – |
| Global X FDS37960A529 | DEFENSE TECH ETF | 29,004 | $205.5 萬 | 0.3% | +1,922+7.1% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 56,575 | $201.0 萬 | 0.3% | +4,946+9.6% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 6,330 | $195.9 萬 | 0.3% | −431−6.4% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,145 | $190.1 萬 | 0.3% | +20+0.6% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 27,237 | $190.0 萬 | 0.3% | −1,670−5.8% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,283 | $187.8 萬 | 0.3% | +7+0.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 7,552 | $183.2 萬 | 0.3% | −23−0.3% | 減碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 162,878 | $182.9 萬 | 0.3% | +933+0.6% | 加碼 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 152,794 | $175.7 萬 | 0.3% | −88,943−36.8% | 減碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 9,359 | $172.9 萬 | 0.3% | −42−0.4% | 減碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 20,662 | $166.5 萬 | 0.3% | +4,637+28.9% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 31,458 | $163.4 萬 | 0.3% | −935−2.9% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 8,404 | $161.3 萬 | 0.2% | +4,495+115.0% | 加碼 | – |
| TAT&T Inc. | Stock | 55,634 | $161.3 萬 | 0.2% | +2,881+5.5% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 10,415 | $157.7 萬 | 0.2% | −140−1.3% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 10,791 | $157.5 萬 | 0.2% | −32−0.3% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 41,093 | $155.5 萬 | 0.2% | +306+0.8% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 11,698 | $155.5 萬 | 0.2% | +35+0.3% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 14,914 | $153.1 萬 | 0.2% | −863−5.5% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 32,443 | $152.2 萬 | 0.2% | −19,652−37.7% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 30,315 | $152.2 萬 | 0.2% | +3,232+11.9% | 加碼 | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 122,352 | $150.9 萬 | 0.2% | −1,813−1.5% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 14,418 | $149.1 萬 | 0.2% | +439+3.1% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 64,262 | $147.2 萬 | 0.2% | +64,262 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 5,410 | $146.4 萬 | 0.2% | −326−5.7% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,732 | $145.7 萬 | 0.2% | +246+7.1% | 加碼 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 24,237 | $143.5 萬 | 0.2% | +1,726+7.7% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 17,285 | $143.0 萬 | 0.2% | +584+3.5% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 11,441 | $137.6 萬 | 0.2% | −3,142−21.5% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,422 | $136.8 萬 | 0.2% | −125−8.1% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,789 | $136.8 萬 | 0.2% | +60+1.0% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 6,364 | $133.7 萬 | 0.2% | +788+14.1% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,810 | $131.3 萬 | 0.2% | +23+0.4% | 加碼 | 歷史 |
| CIFRCipher Digital Inc. | COM | 100,000 | $128.7 萬 | 0.2% | −15,000−13.0% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 14,177 | $128.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288588 | MBS ETF | 13,420 | $127.4 萬 | 0.2% | +616+4.8% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 26,132 | $125.6 萬 | 0.2% | +3,644+16.2% | 加碼 | – |
| CASYCaseys General Stores Inc | COM | 1,651 | $120.2 萬 | 0.2% | +270+19.6% | 加碼 | 歷史 |
2025 年第 4 季之後清倉（19 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 384,025 | $732.3 萬 | 1.2% | – |
| SCCOSouthern Copper Corp | Stock | 20,523 | $294.4 萬 | 0.5% | 歷史 |
| BlackRock ETF Trust II092528843 | ISH HIG MUN ETF | 48,437 | $235.8 萬 | 0.4% | – |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 14,163 | $38.5 萬 | 0.1% | 歷史 |
| BTABlackRock Long-Term Municipal Advantage Trust | COM | 39,109 | $36.3 萬 | 0.1% | 歷史 |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 23,400 | $34.4 萬 | 0.1% | 歷史 |
| BYMBlackRock Municipal Income Quality Trust | COM | 24,625 | $26.9 萬 | <0.1% | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 5,525 | $23.7 萬 | <0.1% | – |
| iShares Tr46435G102 | CONV BD ETF | 2,336 | $23.0 萬 | <0.1% | – |
| NVONovo Nordisk A S | ADR | 4,460 | $22.7 萬 | <0.1% | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,576 | $22.2 萬 | <0.1% | – |
| BLDQXO Insulation, LLC | Stock | 532 | $22.2 萬 | <0.1% | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 284 | $21.4 萬 | <0.1% | – |
| GISGeneral Mills Inc | Stock | 4,539 | $21.1 萬 | <0.1% | 歷史 |
| MUEBlackRock Muniholdings Quality Fund II, Inc. | COM | 16,828 | $16.9 萬 | <0.1% | 歷史 |
| BFKBlackRock Municipal Income Trust | SH BEN INT | 14,403 | $14.4 萬 | <0.1% | 歷史 |
| SLSSELLAS Life Sciences Group, Inc. | COM NEW | 37,500 | $14.1 萬 | <0.1% | 歷史 |
| RCATRed Cat Holdings, Inc. | Stock | 14,900 | $11.8 萬 | <0.1% | 歷史 |
| ICUSeaStar Medical Holding Corp | COM NEW | 17,700 | $4,248 | <0.1% | 歷史 |