Sanchez Wealth Management Group
- SEC CIK
- 0001697740
- 最新申報
- 2026/7/27
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/29 申報。只含多頭部位。
- 持股檔數
- 31
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.97 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 121,037 | $2,942 萬 | 15.0% | – | – | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 513,726 | $2,613 萬 | 13.3% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 81,189 | $2,591 萬 | 13.2% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 173,111 | $2,108 萬 | 10.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 41,042 | $1,633 萬 | 8.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 347,593 | $1,317 萬 | 6.7% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 61,796 | $994.0 萬 | 5.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 24,411 | $967.5 萬 | 4.9% | – | – | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 201,072 | $919.7 萬 | 4.7% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 90,762 | $782.9 萬 | 4.0% | – | – | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 137,539 | $675.7 萬 | 3.4% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 115,626 | $558.1 萬 | 2.8% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 42,754 | $244.5 萬 | 1.2% | – | – | – |
| TECHBIO-TECHNE Corp | COM | 6,268 | $239.4 萬 | 1.2% | – | – | 歷史 |
| CSXCSX Corp | Stock | 14,739 | $142.1 萬 | 0.7% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 28,863 | $134.5 萬 | 0.7% | – | – | – |
| ABTAbbott Laboratories | Stock | 8,348 | $100.0 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 15,797 | $89.1 萬 | 0.5% | – | – | – |
| AAPLApple Inc. | Stock | 7,073 | $86.4 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 52,240 | $78.4 萬 | 0.4% | – | – | – |
| BABoeing Co | Stock | 2,605 | $66.4 萬 | 0.3% | – | – | 歷史 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 10,088 | $59.6 萬 | 0.3% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 9,420 | $59.5 萬 | 0.3% | – | – | 歷史 |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 18,134 | $52.4 萬 | 0.3% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,276 | $38.5 萬 | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 1,547 | $35.9 萬 | 0.2% | – | – | 歷史 |
| HSYHershey Co | COM | 2,027 | $32.1 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,865 | $30.7 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,101 | $24.3 萬 | 0.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 897 | $21.1 萬 | 0.1% | – | – | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 1,420 | $20.2 萬 | 0.1% | – | – | 歷史 |