Sanchez Wealth Management Group
- SEC CIK
- 0001697740
- 最新申報
- 2026/7/27
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/4 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 35
- 較 2022 年第 4 季 +1
- 總值
- $2.27 億
- 較 2022 年第 4 季 +$2,309 萬 (+11.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 750,797 | $3,774 萬 | 16.6% | +269,740+56.1% | 加碼 | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 469,579 | $2,432 萬 | 10.7% | −2,802−0.6% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 89,605 | $2,189 萬 | 9.6% | −562−0.6% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 491,031 | $1,999 萬 | 8.8% | −1,436−0.3% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 41,189 | $1,693 萬 | 7.5% | −313−0.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 352,770 | $1,590 萬 | 7.0% | +2,337+0.7% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 306,187 | $1,374 萬 | 6.0% | −1,568−0.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,964 | $1,268 萬 | 5.6% | +95+0.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 32,167 | $1,032 萬 | 4.5% | −197−0.6% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 154,065 | $960.4 萬 | 4.2% | +324+0.2% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 68,459 | $951.9 萬 | 4.2% | −70.0% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 91,224 | $832.3 萬 | 3.7% | −432−0.5% | 減碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 147,613 | $706.8 萬 | 3.1% | −487−0.3% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 108,658 | $543.2 萬 | 2.4% | −1,418−1.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 44,656 | $247.2 萬 | 1.1% | +1,236+2.8% | 加碼 | – |
| TECHBIO-TECHNE Corp | COM | 22,257 | $165.1 萬 | 0.7% | −237−1.1% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 47,017 | $140.8 萬 | 0.6% | +25+0.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,213 | $118.9 萬 | 0.5% | +19+0.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 17,967 | $86.5 萬 | 0.4% | +210+1.2% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 8,485 | $85.9 萬 | 0.4% | +40+0.5% | 加碼 | 歷史 |
| BABoeing Co | Stock | 2,605 | $55.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 44,408 | $51.0 萬 | 0.2% | +1,310+3.0% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 6,894 | $47.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 1,799 | $45.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,276 | $38.6 萬 | 0.2% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 1,614 | $36.9 萬 | 0.2% | +8+0.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,154 | $32.0 萬 | 0.1% | +1,154 | 新進 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 1,575 | $31.9 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,822 | $28.2 萬 | 0.1% | +10+0.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,560 | $28.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,249 | $27.8 萬 | 0.1% | +6+0.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 902 | $26.0 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 54,663 | $24.3 萬 | 0.1% | +27,796+103.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,815 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,101 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |