Sanchez Wealth Management Group
- SEC CIK
- 0001697740
- 最新申報
- 2026/7/27
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/16 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 36
- 較 2023 年第 3 季 +1
- 總值
- $2.74 億
- 較 2023 年第 3 季 +$2,650 萬 (+10.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 768,697 | $3,862 萬 | 14.1% | −195,790−20.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 499,249 | $2,328 萬 | 8.5% | −10,970−2.2% | 減碼 | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 393,474 | $2,314 萬 | 8.4% | −86,715−18.1% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 72,970 | $2,212 萬 | 8.1% | −16,280−18.2% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 40,742 | $1,946 萬 | 7.1% | −283−0.7% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 246,618 | $1,733 萬 | 6.3% | +83,648+51.3% | 加碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 655,403 | $1,682 萬 | 6.1% | +655,403 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 33,237 | $1,580 萬 | 5.8% | +226+0.7% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 34,744 | $1,423 萬 | 5.2% | +1,795+5.4% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 391,301 | $1,282 萬 | 4.7% | +391,301 | 新進 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 70,389 | $1,104 萬 | 4.0% | −98−0.1% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 179,942 | $929.8 萬 | 3.4% | −136,448−43.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 204,558 | $912.4 萬 | 3.3% | −156,612−43.4% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 94,605 | $900.6 萬 | 3.3% | +645+0.7% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 170,694 | $898.9 萬 | 3.3% | +18,356+12.0% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 207,837 | $706.8 萬 | 2.6% | +207,837 | 新進 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 58,244 | $378.9 萬 | 1.4% | +1,578+2.8% | 加碼 | – |
| TECHBIO-TECHNE Corp | COM | 21,528 | $166.1 萬 | 0.6% | −205−0.9% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 47,101 | $163.3 萬 | 0.6% | +38+0.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,237 | $139.3 萬 | 0.5% | −175−2.4% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 23,354 | $130.5 萬 | 0.5% | +4,858+26.3% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 8,610 | $94.8 萬 | 0.3% | +44+0.5% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 59,695 | $68.5 萬 | 0.2% | +9,804+19.7% | 加碼 | – |
| BABoeing Co | Stock | 2,430 | $63.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,154 | $57.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,542 | $45.6 萬 | 0.2% | +8+0.5% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,276 | $40.2 萬 | 0.1% | 00.0% | 不變 | – |
| LPLALPL Financial Holdings Inc. | COM | 1,645 | $37.4 萬 | 0.1% | +65+4.1% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 7,049 | $36.2 萬 | 0.1% | +129+1.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 904 | $34.0 萬 | 0.1% | −90−9.1% | 減碼 | 歷史 |
| HSYHershey Co | COM | 1,799 | $33.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,819 | $30.9 萬 | 0.1% | −15−0.8% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,270 | $29.6 萬 | 0.1% | +6+0.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,772 | $27.8 萬 | 0.1% | −109−5.8% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 978 | $24.0 萬 | 0.1% | −137−12.3% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 920 | $22.2 萬 | 0.1% | +920 | 新進 | 歷史 |
2023 年第 3 季之後清倉（3 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。