Sanchez Wealth Management Group
- SEC CIK
- 0001697740
- 最新申報
- 2026/7/27
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/27 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 35
- 較 2023 年第 2 季 0
- 總值
- $2.48 億
- 較 2023 年第 2 季 +$91.9 萬 (+0.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 964,487 | $4,853 萬 | 19.6% | +125,302+14.9% | 加碼 | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 480,189 | $2,546 萬 | 10.3% | +5,851+1.2% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 89,250 | $2,374 萬 | 9.6% | −270−0.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 510,219 | $2,105 萬 | 8.5% | +9,503+1.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 41,025 | $1,762 萬 | 7.1% | −199−0.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 361,170 | $1,519 萬 | 6.1% | +3,523+1.0% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 316,390 | $1,454 萬 | 5.9% | +3,226+1.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 33,011 | $1,411 萬 | 5.7% | +1,368+4.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 32,949 | $1,180 萬 | 4.8% | +286+0.9% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 162,970 | $1,035 萬 | 4.2% | +4,779+3.0% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 70,487 | $984.7 萬 | 4.0% | +1,297+1.9% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 93,960 | $832.0 萬 | 3.4% | +1,754+1.9% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 152,338 | $720.9 萬 | 2.9% | +2,874+1.9% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 108,382 | $536.8 萬 | 2.2% | −373−0.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 56,666 | $335.9 萬 | 1.4% | +8,308+17.2% | 加碼 | – |
| TECHBIO-TECHNE Corp | COM | 21,733 | $147.9 萬 | 0.6% | −79−0.4% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 47,063 | $144.7 萬 | 0.6% | +24+0.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,412 | $126.9 萬 | 0.5% | +165+2.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 18,496 | $93.0 萬 | 0.4% | +36+0.2% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 8,566 | $83.0 萬 | 0.3% | +42+0.5% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 49,891 | $54.6 萬 | 0.2% | +5,021+11.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 1,154 | $50.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 2,430 | $46.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 77,471 | $42.0 萬 | 0.2% | +1,687+2.2% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,534 | $41.9 萬 | 0.2% | −89−5.5% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,920 | $40.2 萬 | 0.2% | +26+0.4% | 加碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 1,580 | $37.5 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,276 | $37.3 萬 | 0.2% | 00.0% | 不變 | – |
| HSYHershey Co | COM | 1,799 | $36.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 994 | $31.4 萬 | 0.1% | +92+10.2% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,264 | $30.4 萬 | 0.1% | +8+0.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,881 | $29.3 萬 | 0.1% | +48+2.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,834 | $26.6 萬 | 0.1% | +18+1.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,115 | $22.7 萬 | 0.1% | +14+1.3% | 加碼 | 歷史 |
| BNLBroadstone Net Lease, Inc. | COM | 11,590 | $16.6 萬 | 0.1% | +11,590 | 新進 | 歷史 |
2023 年第 2 季之後清倉（1 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。