Sanchez Wealth Management Group
CIK 1697740 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $570.7M
- 持仓
- 52
- 截至
- 2026年6月30日
按 13F 价值排名第 3475（共 9443） · 前 36.8%
投资组合价值同比（季度）：+23.4% 13F不披露现金
- 前十大持仓权重
- 67.83%
- 前二十五大持仓权重
- 97.31%
- 持仓高于 1%
- 21
- 有效持仓数量
- 17.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.23% 估计买入 $76479682 · 卖出 $6364581
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 88.1% 仍持有
- 新仓位
- 1
- 增加
- 32
- 减少
- 12
- 已结清
- 2
本页内容
行业细分
Technology
1.9%
Industrials
1.0%
Healthcare
0.5%
Financials
0.1%
Financial Services
0.1%
Retail
0.1%
Communication Services
0.1%
Consumer Staples
0.0%
Energy
0.0%
Real Estate
0.0%
其他/未映射
96.2%
完整投资组合 52 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| MTUM | $54582177 | 9.56% | 159211 | $17266410 | 上涨 ×6 | ||
| JAAA | $50468399 | 8.84% | 999572 | $23914249 | 上涨 ×6 | ||
| JHML | $46317098 | 8.12% | 519367 | $6873215 | 上涨 ×2 | ||
| IWF | $43619279 | 7.64% | 351287 | $7722524 | 上涨 ×2 | ||
| SPY SPY | $36724244 | 6.44% | 49178 | $4442217 | 下跌 ×3 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $36174499 | 6.34% | 378315 | $4064471 | 上涨 ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $33850322 | 5.93% | 45967 | $7024173 | 下跌 ×3 | ||
| IVV | $30984500 | 5.43% | 41374 | $3679665 | 下跌 ×5 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $27264870 | 4.78% | 336354 | $5021754 | 上涨 ×6 | ||
| JQUA | $27110464 | 4.75% | 375076 | $4787818 | 上涨 ×6 | ||
| PYLD | $25517239 | 4.47% | 962189 | $1144108 | 上涨 ×2 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $20129268 | 3.53% | 466604 | $2317794 | 上涨 ×6 | ||
| SPDW | $16100469 | 2.82% | 319517 | $2115837 | 上涨 ×6 | ||
| JHMM | $13921702 | 2.44% | 185722 | $1785276 | 上涨 ×1 | ||
| COWZ | $12978990 | 2.27% | 208666 | $340236 | 上涨 ×2 | ||
| SPYG | $12353987 | 2.16% | 103824 | $2091221 | 下跌 ×4 | ||
| USFR | $11942500 | 2.09% | 237190 | $4344478 | 上涨 ×2 | ||
| SPYM | $11827432 | 2.07% | 134586 | $4232365 | 上涨 ×6 | ||
| SMIZ | $9731329 | 1.71% | 218094 | $1873111 | 上涨 ×5 | ||
| CNEQ | $9298248 | 1.63% | 225303 | $2554654 | 上涨 ×2 | ||
| HTRB | $8761300 | 1.54% | 259710 | $468433 | 上涨 ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $5422290 | 0.95% | 17897 | $2376292 | 上涨 ×4 | ||
| AAPL Apple Inc. - Common Stock | $5262963 | 0.92% | 18188 | $330649 | 下跌 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2638734 | 0.46% | 7074 | $86817 | 上涨 ×3 | ||
| CSX CSX Corporation - Common Stock | $2376013 | 0.42% | 49990 | $325356 | 上涨 ×6 | ||
| CAT Caterpillar, Inc. Common Stock | $1535415 | 0.27% | 1442 | $515719 | 上涨 ×1 | ||
| NOBL | $1516342 | 0.27% | 27000 | $-308301 | 上涨 ×1 | ||
| TECH Bio-Techne Corp - Common Stock | $1450876 | 0.25% | 20536 | $373045 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1258430 | 0.22% | 6289 | $160437 | 下跌 ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $737460 | 0.13% | 1020 | $358073 | 下跌 ×1 | ||
| ABT Abbott Laboratories Common Stock | $708915 | 0.12% | 7813 | $-102875 | 下跌 ×1 | ||
| SPYV | $699413 | 0.12% | 11505 | $-69285 | 下跌 ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $580916 | 0.10% | 1775 | $59046 | 上涨 ×2 | ||
| SCHD | $501948 | 0.09% | 15829 | $16304 | |||
| LPLA LPL Financial Holdings Inc. - Common Stock | $483521 | 0.08% | 1717 | $-32324 | 上涨 ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $475013 | 0.08% | 1993 | $76593 | 上涨 ×3 | ||
| LRCX Lam Research Corporation - Common Stock | $472330 | 0.08% | 1090 | $239441 | |||
| BA Boeing Company (The) Common Stock | $468584 | 0.08% | 2165 | $28796 | 下跌 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $444594 | 0.08% | 1751 | $18966 | 上涨 ×4 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $404090 | 0.07% | 948 | $65840 | 上涨 ×6 | ||
| AVGO Broadcom Inc. - Common Stock | $404037 | 0.07% | 1070 | $73283 | 上涨 ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $386322 | 0.07% | 1081 | $75588 | |||
| DGRO | $385937 | 0.07% | 5092 | $29277 | 上涨 ×3 | ||
| QUAL | $327492 | 0.06% | 1492 | $80926 | 上涨 ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $312328 | 0.05% | 613 | $-42482 | 上涨 ×2 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $307457 | 0.05% | 1373 | $30783 | 上涨 ×6 | ||
| VTI | $274999 | 0.05% | 743 | $20622 | 下跌 ×1 | ||
| UNP Union Pacific Corporation Common Stock | $274652 | 0.05% | 1010 | $29666 | |||
| HSY The Hershey Company Common Stock | $266527 | 0.05% | 1519 | $-49280 | |||
| XOM Exxon Mobil Corporation Common Stock | $237620 | 0.04% | 1738 | $-57249 | |||
| GLD | $212924 | 0.04% | 578 | $-35784 | |||
| SPG Simon Property Group, Inc. Common Stock | $208665 | 0.04% | 933 | 上涨 ×1 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| MTUM | $54582177 | 9.56% | 上涨 ×6 |
| JAAA | $50468399 | 8.84% | 上涨 ×6 |
| DGRW | $36174499 | 6.34% | 上涨 ×6 |
| RDVY | $27264870 | 4.78% | 上涨 ×6 |
| JQUA | $27110464 | 4.75% | 上涨 ×6 |
| SDVY | $20129268 | 3.53% | 上涨 ×6 |
| SPDW | $16100469 | 2.82% | 上涨 ×6 |
| SPYM | $11827432 | 2.07% | 上涨 ×6 |
| SMIZ | $9731329 | 1.71% | 上涨 ×5 |
| QQQM | $5422290 | 0.95% | 上涨 ×4 |
| MSFT | $2638734 | 0.46% | 上涨 ×3 |
| CSX | $2376013 | 0.42% | 上涨 ×6 |
| LPLA | $483521 | 0.08% | 上涨 ×6 |
| AMZN | $475013 | 0.08% | 上涨 ×3 |
| JNJ | $444594 | 0.08% | 上涨 ×4 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| SPG | $208665 | 933 | 0.04% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| CALF | 2025年3月31日 | 129064 | $5680088 | 不再跟踪 |
| WTBN | 2026年6月30日 | 173650 | $4392772 | |
| JSI | 2025年12月31日 | 21987 | $1149247 | 不再跟踪 |
| PGX | 2025年9月30日 | 67415 | $750334 | 不再跟踪 |
| RSP | 2025年3月31日 | 1613 | $282647 | 不再跟踪 |
| CMF | 2025年9月30日 | 4810 | $268109 | 不再跟踪 |
| AVGO | 2025年3月31日 | 1105 | $256262 | 122.6% |
| IAU | 2025年9月30日 | 3480 | $216980 | 不再跟踪 |
| IAU | 2026年6月30日 | 2455 | $216389 | 不再跟踪 |
| LMT | 2025年3月31日 | 436 | $211722 | 27.3% |