Sanchez Wealth Management Group
- SEC CIK
- 0001697740
- 最新申報
- 2026/7/27
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/9 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 33
- 較 2021 年第 1 季 +2
- 總值
- $2.19 億
- 較 2021 年第 1 季 +$2,249 萬 (+11.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 528,530 | $2,877 萬 | 13.1% | +14,804+2.9% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 104,022 | $2,824 萬 | 12.9% | −17,015−14.1% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 178,351 | $2,370 萬 | 10.8% | +5,240+3.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 59,266 | $2,101 萬 | 9.6% | −21,923−27.0% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 499,846 | $1,976 萬 | 9.0% | +152,253+43.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 41,110 | $1,767 萬 | 8.1% | +68+0.2% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 63,826 | $1,107 萬 | 5.1% | +2,030+3.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 25,813 | $1,105 萬 | 5.0% | +1,402+5.7% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 210,921 | $976.4 萬 | 4.5% | +9,849+4.9% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 94,467 | $856.1 萬 | 3.9% | +3,705+4.1% | 加碼 | – |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 118,900 | $794.8 萬 | 3.6% | +118,900 | 新進 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 141,453 | $733.3 萬 | 3.3% | +3,914+2.8% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 115,967 | $584.0 萬 | 2.7% | +341+0.3% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 46,973 | $280.3 萬 | 1.3% | +4,219+9.9% | 加碼 | – |
| TECHBIO-TECHNE Corp | COM | 6,129 | $276.0 萬 | 1.3% | −139−2.2% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 74,758 | $225.8 萬 | 1.0% | +56,624+312.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 29,787 | $149.9 萬 | 0.7% | +924+3.2% | 加碼 | – |
| CSXCSX Corp | Stock | 44,236 | $139.6 萬 | 0.6% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| AAPLApple Inc. | Stock | 7,083 | $97.0 萬 | 0.4% | +10+0.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 8,324 | $96.5 萬 | 0.4% | −24−0.3% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 14,184 | $89.3 萬 | 0.4% | −1,613−10.2% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 50,275 | $77.0 萬 | 0.4% | −1,965−3.8% | 減碼 | – |
| BABoeing Co | Stock | 2,605 | $62.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 9,742 | $59.0 萬 | 0.3% | −346−3.4% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 6,905 | $46.1 萬 | 0.2% | −2,515−26.7% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,276 | $39.9 萬 | 0.2% | 00.0% | 不變 | – |
| HSYHershey Co | COM | 2,027 | $35.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,553 | $33.8 萬 | 0.2% | +6+0.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,814 | $29.9 萬 | 0.1% | −51−2.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 941 | $25.5 萬 | 0.1% | +44+4.9% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,101 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $24.1 萬 | 0.1% | +1,215 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 288 | $23.0 萬 | 0.1% | +288 | 新進 | 歷史 |
2021 年第 1 季之後清倉（1 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。