Sanchez Wealth Management Group
- SEC CIK
- 0001697740
- 最新申報
- 2026/7/27
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/19 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 34
- 較 2021 年第 2 季 +1
- 總值
- $2.23 億
- 較 2021 年第 2 季 +$376.3 萬 (+1.7%)
| 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 | 536,768 | $2,921 萬 | 13.1% | +8,238+1.6% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 105,664 | $2,896 萬 | 13.0% | +1,642+1.6% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 183,148 | $2,413 萬 | 10.8% | +4,797+2.7% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 61,039 | $2,185 萬 | 9.8% | +1,773+3.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 511,523 | $1,995 萬 | 9.0% | +11,677+2.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 41,242 | $1,777 萬 | 8.0% | +132+0.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 27,104 | $1,163 萬 | 5.2% | +1,291+5.0% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 64,770 | $1,137 萬 | 5.1% | +944+1.5% | 加碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 214,831 | $988.7 萬 | 4.4% | +3,910+1.9% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 97,499 | $863.2 萬 | 3.9% | +3,032+3.2% | 加碼 | – |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 123,553 | $752.4 萬 | 3.4% | +4,653+3.9% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 144,871 | $748.3 萬 | 3.4% | +3,418+2.4% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 116,335 | $584.5 萬 | 2.6% | +368+0.3% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 50,614 | $297.8 萬 | 1.3% | +3,641+7.8% | 加碼 | – |
| TECHBIO-TECHNE Corp | COM | 6,094 | $295.3 萬 | 1.3% | −35−0.6% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 76,362 | $221.2 萬 | 1.0% | +1,604+2.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 29,700 | $149.9 萬 | 0.7% | −87−0.3% | 減碼 | – |
| CSXCSX Corp | Stock | 44,255 | $131.6 萬 | 0.6% | +190.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,192 | $101.8 萬 | 0.5% | +109+1.5% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 8,346 | $98.6 萬 | 0.4% | +22+0.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 14,071 | $90.1 萬 | 0.4% | −113−0.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 44,258 | $66.5 萬 | 0.3% | −6,017−12.0% | 減碼 | – |
| BABoeing Co | Stock | 2,605 | $57.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 9,405 | $56.5 萬 | 0.3% | −337−3.5% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 6,894 | $40.8 萬 | 0.2% | −11−0.2% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,276 | $39.2 萬 | 0.2% | 00.0% | 不變 | – |
| HSYHershey Co | COM | 2,027 | $34.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,562 | $30.0 萬 | 0.1% | +9+0.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,761 | $28.4 萬 | 0.1% | −53−2.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 942 | $26.6 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,152 | $23.9 萬 | 0.1% | 00.0% | 不變依 4 比 1 拆股換算 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 1,495 | $23.4 萬 | 0.1% | +1,495 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,101 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |