Sanchez Wealth Management Group
- SEC CIK
- 0001697740
- 最新申報
- 2026/7/27
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/6 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 48
- 較 2025 年第 2 季 −1
- 總值
- $4.50 億
- 較 2025 年第 2 季 +$3,561 萬 (+8.6%)
| 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 | 502,436 | $3,938 萬 | 8.7% | +7,329+1.5% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 83,201 | $3,897 萬 | 8.7% | +1,383+1.7% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 54,439 | $3,627 萬 | 8.1% | +50+0.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 50,821 | $3,051 萬 | 6.8% | +7,053+16.1% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 339,009 | $3,016 萬 | 6.7% | +8,630+2.6% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 116,745 | $2,994 萬 | 6.6% | +4,198+3.7% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 42,476 | $2,843 萬 | 6.3% | −587−1.4% | 減碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 917,424 | $2,462 萬 | 5.5% | +56,532+6.6% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 394,609 | $2,268 萬 | 5.0% | +11,655+3.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 323,160 | $2,033 萬 | 4.5% | +11,622+3.7% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 358,692 | $1,821 萬 | 4.0% | +33,379+10.3% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 403,557 | $1,534 萬 | 3.4% | +13,813+3.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 132,018 | $1,380 萬 | 3.1% | −802−0.6% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 203,860 | $1,371 萬 | 3.0% | +4,434+2.2% | 加碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 256,726 | $1,291 萬 | 2.9% | −29,605−10.3% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 113,354 | $1,168 萬 | 2.6% | +1,867+1.7% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 169,389 | $1,096 萬 | 2.4% | −60,154−26.2% | 減碼 | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 285,132 | $977.7 萬 | 2.2% | −960.0% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 194,248 | $831.2 萬 | 1.8% | +3,187+1.7% | 加碼 | – |
| Zacks Trust98888G204 | SMALL/MID CAP | 190,548 | $711.7 萬 | 1.6% | +6,622+3.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 18,996 | $483.7 萬 | 1.1% | −171−0.9% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 58,074 | $455.0 萬 | 1.0% | +20,234+53.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 6,058 | $313.8 萬 | 0.7% | −5−0.1% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 48,263 | $171.4 萬 | 0.4% | +47+0.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,480 | $120.9 萬 | 0.3% | −500−7.2% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 20,908 | $116.3 萬 | 0.3% | −150−0.7% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U746 | HEND SECU IN ETF | 21,987 | $114.9 萬 | 0.3% | +21,987 | 新進 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 4,609 | $113.9 萬 | 0.3% | +2,973+181.7% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 7,879 | $105.5 萬 | 0.2% | −5−0.1% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 17,603 | $97.4 萬 | 0.2% | −5,291−23.1% | 減碼 | – |
| CATCaterpillar Inc | Stock | 1,444 | $68.9 萬 | 0.2% | +6+0.4% | 加碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 1,691 | $56.2 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,748 | $55.1 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 15,829 | $43.2 萬 | 0.1% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 1,319 | $38.7 萬 | 0.1% | +7+0.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,066 | $35.2 萬 | 0.1% | −2−0.2% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 940 | $35.2 萬 | 0.1% | +3+0.3% | 加碼 | 歷史 |
| HSYHershey Co | COM | 1,799 | $33.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,909 | $33.4 萬 | 0.1% | −1,108−18.4% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 1,721 | $31.9 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,389 | $27.0 萬 | 0.1% | −78−5.3% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 785 | $25.7 萬 | 0.1% | −19−2.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 1,164 | $25.6 萬 | 0.1% | −24−2.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,015 | $24.7 萬 | 0.1% | +1,015 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 691 | $24.6 萬 | 0.1% | −25−3.5% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,028 | $24.3 萬 | 0.1% | +50+5.1% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,101 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,110 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（3 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。