Tyche Wealth Partners LLC
- SEC CIK
- 0002004818
- 最新申報
- 2026/8/6
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/6 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 339
- 較 2026 年第 1 季 −8
- 總值
- $7.12 億
- 較 2026 年第 1 季 +$6,388 萬 (+9.9%)
| 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 | 70,359 | $5,254 萬 | 7.4% | +3,098+4.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 127,353 | $3,685 萬 | 5.2% | −4,180−3.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 196,170 | $2,656 萬 | 3.7% | +680.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 158,826 | $2,171 萬 | 3.0% | −5,118−3.1% | 減碼 | 歷史 |
| Fidelity Covington Trust31609A503 | ENH MID COR ETF | 532,786 | $2,162 萬 | 3.0% | −4,029−0.8% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 25,690 | $1,892 萬 | 2.7% | −233−0.9% | 減碼 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 292,286 | $1,703 萬 | 2.4% | +8,617+3.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 84,467 | $1,690 萬 | 2.4% | −149−0.2% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 20,963 | $1,570 萬 | 2.2% | +5,023+31.5% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 134,608 | $1,449 萬 | 2.0% | +17,689+15.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 57,308 | $1,366 萬 | 1.9% | −1,204−2.1% | 減碼 | 歷史 |
| Tidal Trust III45259A845 | VIST ARTI IN ETF | 143,420 | $1,224 萬 | 1.7% | +7,125+5.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 32,378 | $1,208 萬 | 1.7% | −2,039−5.9% | 減碼 | 歷史 |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 77,467 | $1,202 萬 | 1.7% | −277−0.4% | 減碼 | – |
| WMTWalmart Inc. | Stock | 91,712 | $1,039 萬 | 1.5% | −1,550−1.7% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 23,637 | $994.2 萬 | 1.4% | +27+0.1% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 58,163 | $919.1 萬 | 1.3% | −1,539−2.6% | 減碼 | – |
| VVisa Inc. | Stock | 25,208 | $864.8 萬 | 1.2% | −28−0.1% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 27,090 | $807.5 萬 | 1.1% | −470−1.7% | 減碼 | 歷史 |
| iShares Tr46438G448 | LONG TERM MUNI | 154,916 | $793.5 萬 | 1.1% | +26,987+21.1% | 加碼 | – |
| CATCaterpillar Inc | Stock | 7,284 | $775.7 萬 | 1.1% | −79−1.1% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C764 | ISHA IN CTRY ETF | 207,752 | $760.4 萬 | 1.1% | +34,956+20.2% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 140,760 | $709.3 萬 | 1.0% | +11,317+8.7% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 19,443 | $694.8 萬 | 1.0% | +332+1.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 20,119 | $658.6 萬 | 0.9% | −15−0.1% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 87,728 | $631.2 萬 | 0.9% | +1,167+1.3% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 9,054 | $621.8 萬 | 0.9% | −20−0.2% | 減碼 | – |
| CVXChevron Corp | Stock | 36,793 | $609.9 萬 | 0.9% | +1,073+3.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 17,234 | $607.8 萬 | 0.9% | +803+4.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 22,399 | $568.9 萬 | 0.8% | −50.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,653 | $558.0 萬 | 0.8% | +1,564+50.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 37,918 | $556.0 萬 | 0.8% | −3,543−8.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,828 | $545.2 萬 | 0.8% | −554−8.7% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 79,856 | $543.1 萬 | 0.8% | +7,475+10.3% | 加碼 | – |
| iShares Tr46434V290 | US SML CAP EQT | 49,288 | $439.4 萬 | 0.6% | −70.0% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 17,400 | $437.8 萬 | 0.6% | −1,730−9.0% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,653 | $431.2 萬 | 0.6% | −254−2.1% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 126,703 | $428.8 萬 | 0.6% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 46,868 | $411.4 萬 | 0.6% | −1,102−2.3% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 16,055 | $404.9 萬 | 0.6% | +56+0.4% | 加碼 | – |
| RTXRTX Corp | Stock | 20,899 | $396.5 萬 | 0.6% | +3,300+18.8% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 91,829 | $395.9 萬 | 0.6% | +3,284+3.7% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 47,585 | $393.2 萬 | 0.6% | +36,939+347.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 47,613 | $387.0 萬 | 0.5% | +1,336+2.9% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,812 | $385.5 萬 | 0.5% | −964−20.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 7,173 | $368.4 萬 | 0.5% | −925−11.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 10,177 | $359.6 萬 | 0.5% | +721+7.6% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 15,837 | $347.5 萬 | 0.5% | −3,799−19.3% | 減碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 64,680 | $341.0 萬 | 0.5% | −3,059−4.5% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 14,101 | $333.7 萬 | 0.5% | −259−1.8% | 減碼 | – |
| BlackRock ETF Trust09290C665 | ISHA SYST AL ETF | 110,205 | $309.1 萬 | 0.4% | +110,205 | 新進 | – |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 293,874 | $305.9 萬 | 0.4% | +381+0.1% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 16,729 | $302.7 萬 | 0.4% | −252−1.5% | 減碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 42,925 | $300.0 萬 | 0.4% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 7,790 | $294.3 萬 | 0.4% | +1,460+23.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 51,010 | $288.1 萬 | 0.4% | +2,269+4.7% | 加碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,740 | $285.4 萬 | 0.4% | +8+0.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,683 | $284.4 萬 | 0.4% | +143+2.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 10,428 | $281.9 萬 | 0.4% | −1,204−10.4% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,575 | $279.0 萬 | 0.4% | +709+10.3% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 28,092 | $268.9 萬 | 0.4% | +308+1.1% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 7,736 | $263.8 萬 | 0.4% | +1,869+31.9% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 30,354 | $251.5 萬 | 0.4% | +3,117+11.4% | 加碼 | – |
| CIFRCipher Digital Inc. | COM | 100,000 | $245.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMEAmetek Inc | COM | 10,047 | $243.1 萬 | 0.3% | +7+0.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 11,271 | $239.8 萬 | 0.3% | +2,867+34.1% | 加碼 | – |
| NFLXNetflix Inc | Stock | 31,935 | $228.0 萬 | 0.3% | +163+0.5% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 11,550 | $220.0 萬 | 0.3% | −148−1.3% | 減碼 | – |
| Global X FDS37960A529 | DEFENSE TECH ETF | 36,133 | $215.7 萬 | 0.3% | +7,129+24.6% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 5,150 | $214.1 萬 | 0.3% | −260−4.8% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 56,575 | $210.8 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 41,395 | $210.5 萬 | 0.3% | −472−1.1% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 43,296 | $209.7 萬 | 0.3% | +17,164+65.7% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 7,493 | $203.8 萬 | 0.3% | −59−0.8% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 13,366 | $203.4 萬 | 0.3% | +2,575+23.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,516 | $198.0 萬 | 0.3% | +233+7.1% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 19,099 | $195.1 萬 | 0.3% | +4,681+32.5% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 20,175 | $194.7 萬 | 0.3% | −487−2.4% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 7,119 | $192.6 萬 | 0.3% | −1,414−16.6% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 83,089 | $189.3 萬 | 0.3% | +18,827+29.3% | 加碼 | – |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 156,574 | $183.8 萬 | 0.3% | −6,304−3.9% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 32,943 | $170.6 萬 | 0.2% | +500+1.5% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 3,190 | $162.5 萬 | 0.2% | +45+1.4% | 加碼 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 133,581 | $161.9 萬 | 0.2% | −19,213−12.6% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 10,158 | $158.8 萬 | 0.2% | −257−2.5% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 16,692 | $157.8 萬 | 0.2% | +3,272+24.4% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 13,414 | $157.6 萬 | 0.2% | +513+4.0% | 加碼 | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 118,423 | $151.6 萬 | 0.2% | −3,929−3.2% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 41,099 | $151.1 萬 | 0.2% | +60.0% | 加碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 27,855 | $145.8 萬 | 0.2% | −3,603−11.5% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 17,285 | $142.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46435U796 | SYSTEMATIC BD ET | 15,594 | $138.3 萬 | 0.2% | +3,076+24.6% | 加碼 | – |
| BLKBlackRock, Inc. | Stock | 1,426 | $137.1 萬 | 0.2% | +4+0.3% | 加碼 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 19,790 | $131.5 萬 | 0.2% | −4,447−18.3% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 10,459 | $129.9 萬 | 0.2% | +1,171+12.6% | 加碼依 4 比 1 拆股換算 | – |
| NBISNebius Group N.V. | Stock | 4,700 | $129.8 萬 | 0.2% | +300+6.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,776 | $127.4 萬 | 0.2% | −13−0.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 4,095 | $125.4 萬 | 0.2% | 00.0% | 不變 | – |
| OKEONEOK Inc | COM | 14,177 | $123.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 9,754 | $121.7 萬 | 0.2% | +504+5.4% | 加碼 | – |
2026 年第 1 季之後清倉（37 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46434V613 | CORE UNIVRSL USD | 51,822 | $239.4 萬 | 0.4% | – |
| HONHoneywell International Inc | COM | 5,810 | $131.3 萬 | 0.2% | 歷史 |
| CASYCaseys General Stores Inc | COM | 1,651 | $120.2 萬 | 0.2% | 歷史 |
| APHAmphenol Corp | CL A | 7,448 | $94.1 萬 | 0.1% | 歷史 |
| CTVACorteva, Inc. | Stock | 10,029 | $84.0 萬 | 0.1% | 歷史 |
| WECWec Energy Group, Inc. | Stock | 6,875 | $79.6 萬 | 0.1% | 歷史 |
| CMECME Group Inc. | COM | 2,484 | $73.4 萬 | 0.1% | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,417 | $61.5 萬 | 0.1% | 歷史 |
| RSGRepublic Services, Inc. | COM | 2,757 | $60.4 萬 | 0.1% | 歷史 |
| SHWSherwin Williams Co | COM | 1,827 | $58.6 萬 | 0.1% | 歷史 |
| SNASnap-on Inc | COM | 1,597 | $58.0 萬 | 0.1% | 歷史 |
| WDAYWorkday, Inc. | CL A | 4,342 | $56.4 萬 | 0.1% | 歷史 |
| NDAQNasdaq, Inc. | COM | 6,225 | $52.8 萬 | 0.1% | 歷史 |
| EQIXEquinix Inc | COM | 536 | $52.5 萬 | 0.1% | 歷史 |
| EOGEOG Resources Inc | Stock | 3,561 | $51.5 萬 | 0.1% | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 2,711 | $51.4 萬 | 0.1% | 歷史 |
| WSOWatsco Inc | COM | 1,412 | $51.4 萬 | 0.1% | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 2,338 | $50.6 萬 | 0.1% | 歷史 |
| TSCOTractor Supply Co | COM | 10,572 | $47.9 萬 | 0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 3,554 | $45.8 萬 | 0.1% | 歷史 |
| CTASCintas Corp | Stock | 2,469 | $41.8 萬 | 0.1% | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 2,457 | $39.9 萬 | 0.1% | 歷史 |
| FASTFastenal Co | Stock | 8,525 | $39.6 萬 | 0.1% | 歷史 |
| STESTERIS plc | SHS USD | 1,783 | $39.4 萬 | 0.1% | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 4,071 | $36.6 萬 | 0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 820 | $35.4 萬 | 0.1% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 9,396 | $33.0 萬 | 0.1% | 歷史 |
| MKCMcCormick & Co Inc | Stock | 6,307 | $31.8 萬 | <0.1% | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 14,963 | $31.0 萬 | <0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 2,372 | $28.0 萬 | <0.1% | 歷史 |
| IAUiShares Gold Trust | ETF | 2,799 | $24.7 萬 | <0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 3,817 | $23.2 萬 | <0.1% | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,256 | $22.3 萬 | <0.1% | – |
| HALHalliburton Co | Stock | 5,590 | $21.8 萬 | <0.1% | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 7,500 | $21.6 萬 | <0.1% | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,199 | $20.8 萬 | <0.1% | 歷史 |
| AMCAMC Entertainment Holdings, Inc. | CL A NEW | 15,499 | $1.52 萬 | <0.1% | 歷史 |