Sanchez Wealth Management Group
- SEC CIK
- 0001697740
- 最新申報
- 2026/7/27
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/7 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 39
- 較 2023 年第 4 季 +3
- 總值
- $2.95 億
- 較 2023 年第 4 季 +$2,091 萬 (+7.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 518,316 | $2,607 萬 | 8.8% | −250,381−32.6% | 減碼 | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 400,780 | $2,595 萬 | 8.8% | +7,306+1.9% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 72,678 | $2,450 萬 | 8.3% | −292−0.4% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 40,805 | $2,145 萬 | 7.3% | +63+0.2% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 250,224 | $1,906 萬 | 6.5% | +3,606+1.5% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 311,557 | $1,810 萬 | 6.1% | +311,557 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 34,357 | $1,797 萬 | 6.1% | +1,120+3.4% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 665,527 | $1,714 萬 | 5.8% | +10,124+1.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 34,799 | $1,545 萬 | 5.2% | +55+0.2% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 71,085 | $1,332 萬 | 4.5% | +696+1.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 250,298 | $1,323 萬 | 4.5% | +250,298 | 新進 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 375,197 | $1,306 萬 | 4.4% | −16,104−4.1% | 減碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 176,549 | $1,013 萬 | 3.4% | +5,855+3.4% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 174,823 | $982.0 萬 | 3.3% | −5,119−2.8% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 92,869 | $941.8 萬 | 3.2% | −1,736−1.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 202,484 | $882.8 萬 | 3.0% | −2,074−1.0% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 216,051 | $774.3 萬 | 2.6% | +8,214+4.0% | 加碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 118,241 | $581.3 萬 | 2.0% | +118,241 | 新進 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 65,269 | $477.4 萬 | 1.6% | +7,025+12.1% | 加碼 | – |
| CSXCSX Corp | Stock | 46,264 | $171.5 萬 | 0.6% | −837−1.8% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 27,343 | $168.2 萬 | 0.6% | +3,989+17.1% | 加碼 | – |
| TECHBIO-TECHNE Corp | COM | 21,506 | $151.4 萬 | 0.5% | −22−0.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,196 | $123.4 萬 | 0.4% | −41−0.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 8,653 | $98.3 萬 | 0.3% | +43+0.5% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 58,771 | $69.8 萬 | 0.2% | −924−1.5% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 646 | $58.4 萬 | 0.2% | −508−44.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,549 | $56.7 萬 | 0.2% | +7+0.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 10,761 | $53.9 萬 | 0.2% | −488,488−97.8% | 減碼 | – |
| BABoeing Co | Stock | 2,430 | $46.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 1,647 | $43.5 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,276 | $42.5 萬 | 0.1% | 00.0% | 不變 | – |
| BMYBristol Myers Squibb Co | Stock | 7,049 | $38.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 905 | $38.1 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,820 | $36.5 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| HSYHershey Co | COM | 1,799 | $35.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,278 | $31.9 萬 | 0.1% | +8+0.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 920 | $28.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,784 | $28.2 萬 | 0.1% | +12+0.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 978 | $24.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |