Sanchez Wealth Management Group
- SEC CIK
- 0001697740
- 最新申報
- 2026/7/27
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/8 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 34
- 較 2022 年第 3 季 +3
- 總值
- $2.04 億
- 較 2022 年第 3 季 +$2,080 萬 (+11.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 481,057 | $2,418 萬 | 11.9% | +4,398+0.9% | 加碼 | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 472,381 | $2,326 萬 | 11.4% | −1,093−0.2% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 90,167 | $1,932 萬 | 9.5% | −696−0.8% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 492,467 | $1,915 萬 | 9.4% | +680+0.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 41,502 | $1,595 萬 | 7.8% | +40.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 350,433 | $1,539 萬 | 7.5% | +350,433 | 新進 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 307,755 | $1,352 萬 | 6.6% | +4,651+1.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,869 | $1,181 萬 | 5.8% | +812+2.7% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 68,466 | $999.1 萬 | 4.9% | −1,137−1.6% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 153,741 | $928.0 萬 | 4.5% | +1,264+0.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 32,364 | $861.8 萬 | 4.2% | −31,398−49.2% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 91,656 | $824.8 萬 | 4.0% | +1,423+1.6% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 148,100 | $689.3 萬 | 3.4% | −2,867−1.9% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 110,076 | $550.4 萬 | 2.7% | −520.0% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 43,420 | $220.0 萬 | 1.1% | +1,882+4.5% | 加碼 | – |
| TECHBIO-TECHNE Corp | COM | 22,494 | $186.4 萬 | 0.9% | 00.0% | 不變依 4 比 1 拆股換算 | 歷史 |
| CSXCSX Corp | Stock | 46,992 | $145.6 萬 | 0.7% | +3,021+6.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,194 | $93.5 萬 | 0.5% | +9+0.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 8,445 | $92.7 萬 | 0.5% | +38+0.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 17,757 | $79.9 萬 | 0.4% | +516+3.0% | 加碼 | – |
| BABoeing Co | Stock | 2,605 | $49.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,894 | $49.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 43,098 | $48.2 萬 | 0.2% | −2,161−4.8% | 減碼 | – |
| HSYHershey Co | COM | 1,799 | $41.7 萬 | 0.2% | −103−5.4% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,276 | $39.9 萬 | 0.2% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 1,606 | $38.5 萬 | 0.2% | +8+0.5% | 加碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 1,573 | $34.0 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,812 | $32.0 萬 | 0.2% | +9+0.5% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,243 | $29.7 萬 | 0.1% | +6+0.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,560 | $28.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,815 | $24.3 萬 | 0.1% | +1,815 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,101 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 901 | $21.6 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 26,867 | $12.7 萬 | 0.1% | +26,867 | 新進 | 歷史 |