Sanchez Wealth Management Group
- SEC CIK
- 0001697740
- 最新申報
- 2026/7/27
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/29 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 53
- 較 2025 年第 4 季 +2
- 總值
- $4.62 億
- 較 2025 年第 4 季 −$525.2 萬 (−1.1%)
| 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 | 503,947 | $3,944 萬 | 8.5% | +5,524+1.1% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 155,489 | $3,732 萬 | 8.1% | +3,936+2.6% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 84,186 | $3,590 萬 | 7.8% | +2,707+3.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 49,639 | $3,228 萬 | 7.0% | −652−1.3% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 365,552 | $3,211 萬 | 6.9% | +5,463+1.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 41,801 | $2,730 萬 | 5.9% | −62−0.1% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 46,478 | $2,683 萬 | 5.8% | −334−0.7% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 527,182 | $2,655 萬 | 5.7% | +25,365+5.1% | 加碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 930,272 | $2,437 萬 | 5.3% | +29,673+3.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 364,036 | $2,232 萬 | 4.8% | +6,372+1.8% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 325,764 | $2,224 萬 | 4.8% | +4,403+1.4% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 451,725 | $1,781 萬 | 3.9% | +5,492+1.2% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 306,344 | $1,398 萬 | 3.0% | +3,840+1.3% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 202,026 | $1,264 萬 | 2.7% | +3,350+1.7% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 180,817 | $1,214 萬 | 2.6% | −830.0% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 104,818 | $1,026 萬 | 2.2% | −1,325−1.2% | 減碼 | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 245,787 | $829.3 萬 | 1.8% | +6,414+2.7% | 加碼 | – |
| Zacks Trust98888G204 | SMALL/MID CAP | 211,983 | $785.8 萬 | 1.7% | +3,055+1.5% | 加碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 150,935 | $759.8 萬 | 1.6% | +8,204+5.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 99,230 | $759.5 萬 | 1.6% | +20,070+25.4% | 加碼 | – |
| The Alger ETF Trust015564404 | CONCENTRATED EQT | 216,697 | $674.4 萬 | 1.5% | +1,483+0.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 19,435 | $493.2 萬 | 1.1% | −404−2.0% | 減碼 | 歷史 |
| WisdomTree Tr97717Y451 | BIANCO TOTL RETU | 173,650 | $439.3 萬 | 1.0% | +4,631+2.7% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 12,819 | $304.6 萬 | 0.7% | +4,142+47.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 6,894 | $255.2 萬 | 0.6% | +141+2.1% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 49,955 | $205.1 萬 | 0.4% | +302+0.6% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 17,212 | $182.5 萬 | 0.4% | −2,280−11.7% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 6,296 | $109.8 萬 | 0.2% | +10+0.2% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 20,624 | $107.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,439 | $102.0 萬 | 0.2% | −8−0.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,907 | $81.2 萬 | 0.2% | +27+0.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 13,586 | $76.9 萬 | 0.2% | −578−4.1% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,774 | $52.2 萬 | 0.1% | +26+1.5% | 加碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 1,715 | $51.6 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 15,829 | $48.6 萬 | 0.1% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 2,210 | $44.0 萬 | 0.1% | −5−0.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,741 | $42.6 萬 | 0.1% | +9+0.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,913 | $39.8 萬 | 0.1% | +20+1.1% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,110 | $37.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,082 | $35.7 萬 | 0.1% | +11+0.2% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 587 | $35.5 萬 | 0.1% | +26+4.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 946 | $33.8 萬 | 0.1% | +3+0.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,069 | $33.1 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| HSYHershey Co | COM | 1,519 | $31.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,081 | $31.1 萬 | 0.1% | +66+6.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,738 | $29.5 萬 | 0.1% | −47−2.6% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,362 | $27.7 萬 | 0.1% | +36+2.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 793 | $25.4 萬 | 0.1% | +8+1.0% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 578 | $24.9 萬 | 0.1% | +50+9.5% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,285 | $24.7 萬 | 0.1% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 1,010 | $24.5 萬 | 0.1% | +32+3.3% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 1,090 | $23.3 萬 | 0.1% | +1,090 | 新進 | 歷史 |
| IAUiShares Gold Trust | ETF | 2,455 | $21.6 萬 | <0.1% | +2,455 | 新進 | 歷史 |