Tyche Wealth Partners LLC
PLANO TX · SEC CIK 0002004818
$6.48亿2026Q1 申报市值
347持仓数
34.6%前十大占比 · 第一大 6.7%
24 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FMDE 新建仓+$1,930.39万
LMUB 新建仓+$638.75万
CORO 新建仓+$555.59万
QQQ 加仓+$349.71万
SPY 加仓+$161.67万
2026Q1 卖出最多 按季末市值估算
VIG 减仓-$1,167.61万
PREF 清仓-$732.34万
TLH 减仓-$360.19万
IAU 减仓-$296.09万
SCCO 清仓-$294.44万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | $190.09万 | 0.29% | 3,145 | 20 | 0.6% | $1.21万 | 加仓 |
| AVGO | BROADCOM INC | $195.92万 | 0.30% | 6,330 | -431 | -6.4% | -$13.34万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $201.01万 | 0.31% | 56,575 | 4,946 | 9.6% | $17.57万 | 加仓 |
| SHLD | GLOBAL X FDS | $205.46万 | 0.32% | 29,004 | 1,922 | 7.1% | $13.62万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $207.70万 | 0.32% | 41,867 | 27 | 0.1% | $1,339 | 加仓 |
| AME | AMETEK INC | $215.22万 | 0.33% | 10,040 | 8 | 0.1% | $1,715 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $222.10万 | 0.34% | 8,533 | -772 | -8.3% | -$20.09万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $223.20万 | 0.34% | 67,739 | 6,951 | 11.4% | $22.90万 | 加仓 |
| IUSB | ISHARES TR | $239.37万 | 0.37% | 51,822 | -632 | -1.2% | -$2.92万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $265.48万 | 0.41% | 5,540 | 165 | 3.1% | $7.91万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $268.07万 | 0.41% | 42,925 | 7,593 | 21.5% | $47.42万 | 加仓 |
| SO | SOUTHERN CO | $268.17万 | 0.41% | 27,784 | 21 | 0.1% | $2,027 | 加仓 |
| GOOG | ALPHABET INC | $271.25万 | 0.42% | 9,456 | 34 | 0.4% | $9,753 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $276.26万 | 0.43% | 48,741 | 5,069 | 11.6% | $28.73万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $280.77万 | 0.43% | 16,981 | 164 | 1.0% | $2.71万 | 加仓 |
| LLY | ELI LILLY & CO | $284.11万 | 0.44% | 3,089 | -12 | -0.4% | -$1.10万 | 减仓 |
| IYW | ISHARES TR | $290.25万 | 0.45% | 15,999 | 297 | 1.9% | $5.39万 | 加仓 |
| GLD | SPDR GOLD TR | $295.44万 | 0.46% | 6,866 | -276 | -3.9% | -$11.88万 | 减仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $302.00万 | 0.47% | 293,493 | 245 | 0.1% | $2,521 | 加仓 |
| NFLX | NETFLIX INC. | $305.49万 | 0.47% | 31,772 | 493 | 1.6% | $4.74万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $308.83万 | 0.48% | 14,360 | -54,291 | -79.1% | -$1,167.61万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $320.71万 | 0.49% | 88,545 | 7,913 | 9.8% | $28.66万 | 加仓 |
| RTX | RTX CORPORATION | $339.48万 | 0.52% | 17,599 | 126 | 0.7% | $2.43万 | 加仓 |
| KO | COCA COLA CO | $351.94万 | 0.54% | 46,277 | -140 | -0.3% | -$1.06万 | 减仓 |
| MCD | MCDONALDS CORP | $361.52万 | 0.56% | 11,632 | -205 | -1.7% | -$6.37万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $369.08万 | 0.57% | 126,703 | 19,869 | 18.6% | $57.88万 | 加仓 |
| SMLF | ISHARES TR | $372.12万 | 0.57% | 49,295 | 13,438 | 37.5% | $101.44万 | 加仓 |
| QUAL | ISHARES TR | $376.64万 | 0.58% | 19,636 | 447 | 2.3% | $8.57万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $381.98万 | 0.59% | 11,907 | 28 | 0.2% | $8,983 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $404.02万 | 0.62% | 4,776 | 965 | 25.3% | $81.63万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $404.61万 | 0.62% | 8,098 | 13 | 0.2% | $6,495 | 加仓 |
| ABBV | ABBVIE INC | $416.05万 | 0.64% | 19,130 | -317 | -1.6% | -$6.89万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $421.11万 | 0.65% | 72,381 | 5,885 | 8.9% | $34.24万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $445.55万 | 0.69% | 47,970 | -174 | -0.4% | -$1.62万 | 减仓 |
| CAT | CATERPILLAR INC | $521.64万 | 0.80% | 7,363 | -17 | -0.2% | -$1.20万 | 减仓 |
| TXN | TEXAS INSTRS INC | $535.06万 | 0.83% | 27,560 | 797 | 3.0% | $15.47万 | 加仓 |
| HD | HOME DEPOT INC | $540.41万 | 0.83% | 16,431 | -163 | -1.0% | -$5.36万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $542.19万 | 0.84% | 9,074 | 243 | 2.8% | $14.52万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $547.63万 | 0.84% | 22,404 | 6 | 0.0% | $1,467 | 加仓 |
| GOOGL | ALPHABET INC | $549.54万 | 0.85% | 19,111 | 524 | 2.8% | $15.07万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $555.59万 | 0.86% | 172,796 | 172,796 | — | $555.59万 | 新建仓 |
| AIS | TIDAL TRUST III | $571.21万 | 0.88% | 136,295 | 28,756 | 26.7% | $120.52万 | 加仓 |
| MO | ALTRIA GROUP INC | $571.22万 | 0.88% | 86,561 | 3,358 | 4.0% | $22.16万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $590.91万 | 0.91% | 129,443 | 15,985 | 14.1% | $72.97万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $592.27万 | 0.91% | 20,134 | 185 | 0.9% | $5.44万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $598.86万 | 0.92% | 41,461 | 200 | 0.5% | $2.89万 | 加仓 |
| — | PROSHARES TR | $609.52万 | 0.94% | 77,744 | 19 | 0.0% | $1,490 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $635.91万 | 0.98% | 6,382 | -45 | -0.7% | -$4.48万 | 减仓 |
| LMUB | ISHARES TR | $638.75万 | 0.99% | 127,929 | 127,929 | — | $638.75万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $739.05万 | 1.14% | 35,720 | -157 | -0.4% | -$3.25万 | 减仓 |
| V | VISA INC | $762.73万 | 1.18% | 25,236 | -197 | -0.8% | -$5.95万 | 减仓 |
| TSLA | TESLA INC | $877.69万 | 1.35% | 23,610 | 970 | 4.3% | $36.06万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $884.19万 | 1.36% | 59,702 | 4,633 | 8.4% | $68.62万 | 加仓 |
| IVV | ISHARES TR | $1,041.22万 | 1.61% | 15,940 | 38 | 0.2% | $2.48万 | 加仓 |
| WMT | WALMART INC | $1,159.06万 | 1.79% | 93,262 | 640 | 0.7% | $7.95万 | 加仓 |
| AMZN | AMAZON COM INC | $1,218.63万 | 1.88% | 58,512 | 440 | 0.8% | $9.16万 | 加仓 |
| MUB | ISHARES TR | $1,241.10万 | 1.91% | 116,919 | 12,020 | 11.5% | $127.59万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,274.00万 | 1.96% | 34,417 | -805 | -2.3% | -$29.80万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,475.70万 | 2.28% | 84,616 | 2,489 | 3.0% | $43.41万 | 加仓 |
| PTLC | PACER FDS TR | $1,488.13万 | 2.29% | 283,669 | 7,133 | 2.6% | $37.42万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,496.22万 | 2.31% | 25,923 | 6,059 | 30.5% | $349.71万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $1,930.39万 | 2.98% | 536,815 | 536,815 | — | $1,930.39万 | 新建仓 |
| — | EXXON MOBIL CORP | $2,781.48万 | 4.29% | 163,944 | -867 | -0.5% | -$14.71万 | 减仓 |
| PEP | PEPSICO INC | $3,045.27万 | 4.70% | 196,102 | -687 | -0.3% | -$10.67万 | 减仓 |
| AAPL | APPLE INC | $3,338.17万 | 5.15% | 131,533 | 232 | 0.2% | $5.89万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,374.24万 | 6.75% | 67,261 | 2,486 | 3.8% | $161.67万 | 加仓 |