Sanchez Wealth Management Group
- SEC CIK
- 0001697740
- 最新申報
- 2026/7/27
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/17 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 38
- 較 2024 年第 1 季 −1
- 總值
- $3.09 億
- 較 2024 年第 1 季 +$1,331 萬 (+4.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 72,486 | $2,642 萬 | 8.6% | −192−0.3% | 減碼 | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 405,570 | $2,637 萬 | 8.5% | +4,790+1.2% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 296,072 | $2,311 萬 | 7.5% | +45,848+18.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 41,466 | $2,257 萬 | 7.3% | +7,109+20.7% | 加碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 445,550 | $2,242 萬 | 7.3% | −72,766−14.0% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 40,772 | $2,231 萬 | 7.2% | −33−0.1% | 減碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 680,308 | $1,744 萬 | 5.7% | +14,781+2.2% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 318,466 | $1,735 萬 | 5.6% | +6,909+2.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 35,962 | $1,723 萬 | 5.6% | +1,163+3.3% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 74,901 | $1,460 萬 | 4.7% | +3,816+5.4% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 258,643 | $1,370 萬 | 4.4% | +8,345+3.3% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 383,942 | $1,282 萬 | 4.2% | +8,745+2.3% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 297,194 | $1,043 萬 | 3.4% | +81,143+37.6% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 182,909 | $1,007 萬 | 3.3% | +6,360+3.6% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 176,690 | $967.4 萬 | 3.1% | +1,867+1.1% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 93,488 | $898.7 萬 | 2.9% | +619+0.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 204,356 | $879.8 萬 | 2.9% | +1,872+0.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 74,176 | $594.4 萬 | 1.9% | +8,907+13.6% | 加碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 123,344 | $537.3 萬 | 1.7% | +5,103+4.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 30,049 | $192.3 萬 | 0.6% | +2,706+9.9% | 加碼 | – |
| TECHBIO-TECHNE Corp | COM | 21,476 | $153.9 萬 | 0.5% | −30−0.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,220 | $152.1 萬 | 0.5% | +24+0.3% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 44,188 | $147.8 萬 | 0.5% | −2,076−4.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 8,698 | $90.4 萬 | 0.3% | +45+0.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,460 | $79.8 萬 | 0.3% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 56,107 | $64.8 萬 | 0.2% | −2,664−4.5% | 減碼 | – |
| CATCaterpillar Inc | Stock | 1,554 | $51.8 萬 | 0.2% | +5+0.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 9,626 | $46.9 萬 | 0.2% | −1,135−10.5% | 減碼 | – |
| LPLALPL Financial Holdings Inc. | COM | 1,649 | $46.0 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,276 | $41.0 萬 | 0.1% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 915 | $40.9 萬 | 0.1% | +10+1.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,745 | $35.3 萬 | 0.1% | −75−4.1% | 減碼 | 歷史 |
| HSYHershey Co | COM | 1,799 | $33.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,285 | $30.7 萬 | 0.1% | +7+0.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 925 | $29.0 萬 | 0.1% | +5+0.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,635 | $23.9 萬 | 0.1% | −149−8.4% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 978 | $22.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 433 | $20.2 萬 | 0.1% | +433 | 新進 | 歷史 |
2024 年第 1 季之後清倉（2 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。