Sanchez Wealth Management Group
- SEC CIK
- 0001697740
- 最新申報
- 2026/7/27
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/1 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 35
- 較 2023 年第 1 季 0
- 總值
- $2.47 億
- 較 2023 年第 1 季 +$1,986 萬 (+8.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 839,185 | $4,223 萬 | 17.1% | +88,388+11.8% | 加碼 | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 474,338 | $2,604 萬 | 10.5% | +4,759+1.0% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 89,520 | $2,463 萬 | 10.0% | −85−0.1% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 500,716 | $2,163 萬 | 8.8% | +9,685+2.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 41,224 | $1,837 萬 | 7.4% | +35+0.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 357,647 | $1,580 萬 | 6.4% | +4,877+1.4% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 313,164 | $1,475 萬 | 6.0% | +6,977+2.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 31,643 | $1,403 萬 | 5.7% | +679+2.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 32,663 | $1,207 萬 | 4.9% | +496+1.5% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 158,191 | $1,055 萬 | 4.3% | +4,126+2.7% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 69,190 | $998.1 萬 | 4.0% | +731+1.1% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 92,206 | $869.3 萬 | 3.5% | +982+1.1% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 149,464 | $742.7 萬 | 3.0% | +1,851+1.3% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 108,755 | $560.4 萬 | 2.3% | +97+0.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 48,358 | $295.0 萬 | 1.2% | +3,702+8.3% | 加碼 | – |
| TECHBIO-TECHNE Corp | COM | 21,812 | $178.0 萬 | 0.7% | −445−2.0% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 47,039 | $160.4 萬 | 0.6% | +220.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,247 | $140.6 萬 | 0.6% | +34+0.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 18,460 | $96.2 萬 | 0.4% | +493+2.7% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 8,524 | $92.9 萬 | 0.4% | +39+0.5% | 加碼 | 歷史 |
| BABoeing Co | Stock | 2,430 | $51.3 萬 | 0.2% | −175−6.7% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 44,870 | $51.0 萬 | 0.2% | +462+1.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 1,154 | $48.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 1,799 | $44.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,894 | $44.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,623 | $39.9 萬 | 0.2% | +9+0.6% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,276 | $38.3 萬 | 0.2% | 00.0% | 不變 | – |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 75,784 | $36.0 萬 | 0.1% | +21,121+38.6% | 加碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 1,578 | $34.3 萬 | 0.1% | +3+0.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 902 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,833 | $30.3 萬 | 0.1% | +11+0.6% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,256 | $27.6 萬 | 0.1% | +7+0.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,560 | $27.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,816 | $26.4 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,101 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |