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Sanchez Wealth Management Group 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Sanchez Wealth Management Group

报告期 2026-03-31 · CIK 0001697740

持仓数

53

前50大市值合计

$461.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

JHML JOHN HANCOCK EXCHANGE TRADED

MLTFCTR LRG CAP

$39.4M

503,947

8.5%

MTUM ISHARES TR

MSCI USA MMENTM

$37.3M

155,489

8.1%

IWF ISHARES TR

RUS 1000 GRW ETF

$35.9M

84,186

7.8%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$32.3M

49,639

7.0%

DGRW WISDOMTREE TR

US QTLY DIV GRT

$32.1M

365,552

7.0%

IVV ISHARES TR

CORE S&P500 ETF

$27.3M

41,801

5.9%

QQQ INVESCO QQQ TR

UNIT SER 1

$26.8M

46,478

5.8%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$26.6M

527,182

5.8%

PYLD PIMCO ETF TR

MULTISECTOR BD

$24.4M

930,272

5.3%

JQUA J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR

$22.3M

364,036

4.8%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$22.2M

325,764

4.8%

SDVY FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF

$17.8M

451,725

3.9%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$14.0M

306,344

3.0%

COWZ PACER FDS TR

US CASH COWS 100

$12.6M

202,026

2.7%

JHMM JOHN HANCOCK EXCHANGE TRADED

MULTIFACTOR MI

$12.1M

180,817

2.6%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$10.3M

104,818

2.2%

HTRB HARTFORD FDS EXCHANGE TRADED

TOTAL RTRN ETF

$8.3M

245,787

1.8%

SMIZ ZACKS TRUST

SMALL/MID CAP

$7.9M

211,983

1.7%

USFR WISDOMTREE TR

FLOATNG RAT TREA

$7.6M

150,935

1.6%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$7.6M

99,230

1.6%

CNEQ THE ALGER ETF TRUST

CONCENTRATED EQT

$6.7M

216,697

1.5%

AAPL APPLE INC

COM

$4.9M

19,435

1.1%

WTBN WISDOMTREE TR

BIANCO TOTL RETU

$4.4M

173,650

1.0%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$3.0M

12,819

0.7%

MSFT MICROSOFT CORP

COM

$2.6M

6,894

0.6%

CSX CSX CORP

COM

$2.1M

49,955

0.4%

NOBL PROSHARES TR

S&P 500 DV ARIST

$1.8M

17,212

0.4%

NVDA NVIDIA CORPORATION

COM

$1.1M

6,296

0.2%

TECH BIO-TECHNE CORP

COM

$1.1M

20,624

0.2%

CAT CATERPILLAR INC

COM

$1.0M

1,439

0.2%

ABT ABBOTT LABORATORIES

COM

$811.8K

7,907

0.2%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$768.7K

13,586

0.2%

JPM JPMORGAN CHASE & CO

COM

$521.9K

1,774

0.1%

LPLA LPL FINL HLDGS INC

COM

$515.8K

1,715

0.1%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$485.6K

15,829

0.1%

BA BOEING CO

COM

$439.8K

2,210

0.1%

JNJ JOHNSON & JOHNSON

COM

$425.6K

1,741

0.1%

AMZN AMAZON COM INC

COM

$398.4K

1,913

0.1%

AMAT APPLIED MATLS INC

COM

$379.4K

1,110

0.1%

DGRO ISHARES TR

CORE DIV GRWTH

$356.7K

5,082

0.1%

LMT LOCKHEED MARTIN CORP

COM

$354.8K

587

0.1%

— EATON CORP PLC

SHS

$338.3K

946

0.1%

AVGO BROADCOM INC

COM

$330.8K

1,069

0.1%

HSY HERSHEY CO

COM

$315.8K

1,519

0.1%

GOOGL ALPHABET INC

CAP STK CL A

$310.7K

1,081

0.1%

— EXXON MOBIL CORP

COM

$294.9K

1,738

0.1%

ADP AUTOMATIC DATA PROCESSING IN

COM

$276.7K

1,362

0.1%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$254.4K

793

0.1%

GLD SPDR GOLD TR

GOLD SHS

$248.7K

578

0.1%

QUAL ISHARES TR

MSCI USA QLT FCT

$246.6K

1,285

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

44%前 6 大占比

JHML8.5%MTUM8.1%IWF7.8%SPY7.0%DGRW7.0%IVV5.9%