Sanchez Wealth Management Group
- SEC CIK
- 0001697740
- 最新申報
- 2026/7/27
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/16 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 46
- 較 2024 年第 4 季 −3
- 總值
- $3.68 億
- 較 2024 年第 4 季 +$217.7 萬 (+0.6%)
| 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 | 482,789 | $3,255 萬 | 8.8% | +14,842+3.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 52,383 | $2,930 萬 | 8.0% | +3,311+6.7% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 80,671 | $2,913 萬 | 7.9% | +2,445+3.1% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 320,032 | $2,556 萬 | 6.9% | +13,366+4.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 43,384 | $2,438 萬 | 6.6% | +94+0.2% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 107,752 | $2,178 萬 | 5.9% | +8,304+8.4% | 加碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 794,657 | $2,094 萬 | 5.7% | +49,211+6.6% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 373,321 | $2,044 萬 | 5.6% | +17,964+5.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 42,457 | $1,991 萬 | 5.4% | +944+2.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 297,615 | $1,681 萬 | 4.6% | +16,775+6.0% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 281,073 | $1,425 萬 | 3.9% | +77,190+37.9% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 227,393 | $1,303 萬 | 3.5% | +4,672+2.1% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 374,507 | $1,255 萬 | 3.4% | +20,026+5.6% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 195,146 | $1,142 萬 | 3.1% | +4,217+2.2% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 111,310 | $1,137 萬 | 3.1% | +1,404+1.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 127,895 | $1,028 萬 | 2.8% | +1,895+1.5% | 加碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 197,082 | $991.9 萬 | 2.7% | +7,126+3.8% | 加碼 | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 275,368 | $932.4 萬 | 2.5% | +3,203+1.2% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 184,575 | $672.0 萬 | 1.8% | +8,073+4.6% | 加碼 | – |
| Zacks Trust98888G204 | SMALL/MID CAP | 178,765 | $540.9 萬 | 1.5% | +178,765 | 新進 | – |
| AAPLApple Inc. | Stock | 19,518 | $433.6 萬 | 1.2% | −513−2.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,138 | $343.0 萬 | 0.9% | +129+1.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 36,794 | $242.0 萬 | 0.7% | +4,266+13.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 31,722 | $162.0 萬 | 0.4% | −8,304−20.7% | 減碼 | – |
| CSXCSX Corp | Stock | 48,169 | $141.8 萬 | 0.4% | +3,897+8.8% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 21,135 | $123.9 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,882 | $104.6 萬 | 0.3% | −41−0.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 7,510 | $81.4 萬 | 0.2% | −47−0.6% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 63,529 | $71.3 萬 | 0.2% | +8,830+16.1% | 加碼 | – |
| LPLALPL Financial Holdings Inc. | COM | 1,688 | $55.2 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 8,479 | $52.4 萬 | 0.1% | −483−5.4% | 減碼 | – |
| CATCaterpillar Inc | Stock | 1,524 | $50.3 萬 | 0.1% | +6+0.4% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 2,466 | $47.6 萬 | 0.1% | +263+11.9% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 15,829 | $44.3 萬 | 0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 1,755 | $43.0 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,306 | $39.9 萬 | 0.1% | +7+0.5% | 加碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 6,495 | $36.6 萬 | 0.1% | −170−2.6% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,929 | $33.0 萬 | 0.1% | −495−20.4% | 減碼 | – |
| HSYHershey Co | COM | 1,799 | $30.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,065 | $29.3 萬 | 0.1% | −150−12.3% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 1,740 | $28.8 萬 | 0.1% | +23+1.3% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 934 | $25.4 萬 | 0.1% | +3+0.3% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 4,104 | $24.2 萬 | 0.1% | −504−10.9% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 978 | $23.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,198 | $22.8 萬 | 0.1% | +34+2.9% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 776 | $22.4 萬 | 0.1% | −267−25.6% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（4 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 129,064 | $568.0 萬 | 1.6% | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,613 | $28.3 萬 | 0.1% | – |
| AVGOBroadcom Inc. | Stock | 1,105 | $25.6 萬 | 0.1% | 歷史 |
| LMTLockheed Martin Corp | Stock | 436 | $21.2 萬 | 0.1% | 歷史 |