Sanchez Wealth Management Group
- SEC CIK
- 0001697740
- 最新申報
- 2026/7/27
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/27 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 52
- 較 2026 年第 1 季 −1
- 總值
- $5.71 億
- 較 2026 年第 1 季 +$1.08 億 (+23.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 159,211 | $5,458 萬 | 9.6% | +3,722+2.4% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 999,572 | $5,047 萬 | 8.8% | +472,390+89.6% | 加碼 | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 519,367 | $4,632 萬 | 8.1% | +15,420+3.1% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 351,287 | $4,362 萬 | 7.6% | +14,543+4.3% | 加碼依 4 比 1 拆股換算 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 49,178 | $3,672 萬 | 6.4% | −461−0.9% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 378,315 | $3,617 萬 | 6.3% | +12,763+3.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 45,967 | $3,385 萬 | 5.9% | −511−1.1% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 41,374 | $3,098 萬 | 5.4% | −427−1.0% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 336,354 | $2,726 萬 | 4.8% | +10,590+3.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 375,076 | $2,711 萬 | 4.8% | +11,040+3.0% | 加碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 962,189 | $2,552 萬 | 4.5% | +31,917+3.4% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 466,604 | $2,013 萬 | 3.5% | +14,879+3.3% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 319,517 | $1,610 萬 | 2.8% | +13,173+4.3% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 185,722 | $1,392 萬 | 2.4% | +4,905+2.7% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 208,666 | $1,298 萬 | 2.3% | +6,640+3.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 103,824 | $1,235 萬 | 2.2% | −994−0.9% | 減碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 237,190 | $1,194 萬 | 2.1% | +86,255+57.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 134,586 | $1,183 萬 | 2.1% | +35,356+35.6% | 加碼 | – |
| Zacks Trust98888G204 | SMALL/MID CAP | 218,094 | $973.1 萬 | 1.7% | +6,111+2.9% | 加碼 | – |
| The Alger ETF Trust015564404 | CONCENTRATED EQT | 225,303 | $929.8 萬 | 1.6% | +8,606+4.0% | 加碼 | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 259,710 | $876.1 萬 | 1.5% | +13,923+5.7% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 17,897 | $542.2 萬 | 1.0% | +5,078+39.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 18,188 | $526.3 萬 | 0.9% | −1,247−6.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,074 | $263.9 萬 | 0.5% | +180+2.6% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 49,990 | $237.6 萬 | 0.4% | +35+0.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,442 | $153.5 萬 | 0.3% | +3+0.2% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 27,000 | $151.6 萬 | 0.3% | −7,424−21.6% | 減碼依 2 比 1 拆股換算 | – |
| TECHBIO-TECHNE Corp | COM | 20,536 | $145.1 萬 | 0.3% | −88−0.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,289 | $125.8 萬 | 0.2% | −7−0.1% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,020 | $73.7 萬 | 0.1% | −90−8.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,813 | $70.9 萬 | 0.1% | −94−1.2% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 11,505 | $69.9 萬 | 0.1% | −2,081−15.3% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,775 | $58.1 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 15,829 | $50.2 萬 | 0.1% | 00.0% | 不變 | – |
| LPLALPL Financial Holdings Inc. | COM | 1,717 | $48.4 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,993 | $47.5 萬 | 0.1% | +80+4.2% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 1,090 | $47.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 2,165 | $46.9 萬 | 0.1% | −45−2.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,751 | $44.5 萬 | 0.1% | +10+0.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 948 | $40.4 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,070 | $40.4 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,081 | $38.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,092 | $38.6 萬 | 0.1% | +10+0.2% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,492 | $32.7 萬 | 0.1% | +207+16.1% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 613 | $31.2 萬 | 0.1% | +26+4.4% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,373 | $30.7 萬 | 0.1% | +11+0.8% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 743 | $27.5 萬 | <0.1% | −50−6.3% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 1,010 | $27.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 1,519 | $26.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,738 | $23.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 578 | $21.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 933 | $20.9 萬 | <0.1% | +933 | 新進 | 歷史 |
2026 年第 1 季之後清倉（2 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。