Sanchez Wealth Management Group
- SEC CIK
- 0001697740
- 最新申報
- 2026/7/27
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/28 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 49
- 較 2024 年第 3 季 +9
- 總值
- $3.66 億
- 較 2024 年第 3 季 +$3,788 萬 (+11.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 467,947 | $3,259 萬 | 8.9% | +43,444+10.2% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 78,226 | $3,141 萬 | 8.6% | +6,050+8.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 49,072 | $2,876 萬 | 7.9% | +4,268+9.5% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 43,290 | $2,548 萬 | 7.0% | +2,408+5.9% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 306,666 | $2,482 萬 | 6.8% | +13,459+4.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 41,513 | $2,122 萬 | 5.8% | +3,688+9.8% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 99,448 | $2,058 萬 | 5.6% | +9,994+11.2% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 355,357 | $2,007 萬 | 5.5% | +22,273+6.7% | 加碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 745,446 | $1,932 萬 | 5.3% | +26,639+3.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 280,840 | $1,608 萬 | 4.4% | +9,767+3.6% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 222,721 | $1,330 萬 | 3.6% | +37,290+20.1% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 354,481 | $1,271 萬 | 3.5% | +2,731+0.8% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 190,929 | $1,129 萬 | 3.1% | +17,223+9.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 126,000 | $1,108 萬 | 3.0% | +34,719+38.0% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 109,906 | $1,094 萬 | 3.0% | +15,821+16.8% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 203,883 | $1,034 萬 | 2.8% | +88,040+76.0% | 加碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 189,956 | $955.9 萬 | 2.6% | −33,990−15.2% | 減碼 | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 272,165 | $907.1 萬 | 2.5% | +5,171+1.9% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 176,502 | $602.4 萬 | 1.6% | −75,596−30.0% | 減碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 129,064 | $568.0 萬 | 1.6% | +11,084+9.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 20,031 | $501.6 萬 | 1.4% | +12,764+175.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,009 | $379.7 萬 | 1.0% | +8,082+871.8% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 32,528 | $224.2 萬 | 0.6% | +832+2.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 40,026 | $204.7 萬 | 0.6% | +30,517+320.9% | 加碼 | – |
| TECHBIO-TECHNE Corp | COM | 21,133 | $152.2 萬 | 0.4% | −269−1.3% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 44,272 | $142.9 萬 | 0.4% | +42+0.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 7,557 | $101.5 萬 | 0.3% | +1,097+17.0% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,923 | $89.6 萬 | 0.2% | −777−8.9% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 54,699 | $63.1 萬 | 0.2% | −658−1.2% | 減碼 | – |
| CATCaterpillar Inc | Stock | 1,518 | $55.1 萬 | 0.2% | −43−2.8% | 減碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 1,686 | $55.1 萬 | 0.2% | +35+2.1% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 8,962 | $55.0 萬 | 0.2% | +8,962 | 新進 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 2,203 | $46.4 萬 | 0.1% | +2,203 | 新進 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 15,829 | $43.2 萬 | 0.1% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,424 | $43.2 萬 | 0.1% | +2,424 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 1,754 | $42.0 萬 | 0.1% | +9+0.5% | 加碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 6,665 | $38.2 萬 | 0.1% | +6,665 | 新進 | – |
| ADPAutomatic Data Processing Inc | Stock | 1,299 | $38.0 萬 | 0.1% | +7+0.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,215 | $35.2 萬 | 0.1% | +1,215 | 新進 | – |
| ETNEaton Corp plc | Stock | 931 | $30.9 萬 | 0.1% | +3+0.3% | 加碼 | 歷史 |
| HSYHershey Co | COM | 1,799 | $30.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,613 | $28.3 萬 | 0.1% | +1,613 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 1,105 | $25.6 萬 | 0.1% | +1,105 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,164 | $25.5 萬 | 0.1% | +1,164 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,043 | $25.3 萬 | 0.1% | +1,043 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,717 | $24.8 萬 | 0.1% | −30−1.7% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 4,608 | $22.8 萬 | 0.1% | +4,608 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 978 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 436 | $21.2 萬 | 0.1% | +2+0.5% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（1 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。