13FBOX
Sanchez Wealth Management Group · 13F 持仓分析
期权收益计算器 机构排行

Sanchez Wealth Management Group

No.3904 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.71亿
环比变动 Q1 2026
+$1.08亿+23.4%
持仓股票数
52
新买入
1
加仓
32
减仓
12
清仓
2
持股不变
7
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托MTUM
9.56%8.07%$5,458.2万15.9万股$3,731.6万15.5万股+3,722股+2.39%加仓
J骏利亨德森JAAA
8.84%5.74%$5,046.8万100.0万股$2,655.4万52.7万股+47.2万股+89.61%加仓
JJOHN HANCOCK EXCHANGE TRADEDJHML
8.12%8.53%$4,631.7万51.9万股$3,944.4万50.4万股+1.5万股+3.06%加仓
IiShares安硕·RUSSELLIWF
7.64%7.76%$4,361.9万35.1万股$3,589.7万8.4万股+26.7万股+317.27%加仓
SSPDR标普500 ETFSPY
6.44%6.98%$3,672.4万4.9万股$3,228.2万5.0万股-461股-0.93%减仓
WWisdomTree信托DGRW
6.34%6.94%$3,617.4万37.8万股$3,211.0万36.6万股+1.3万股+3.49%加仓
V先锋领航指数基金VOO
5.93%5.8%$3,385.0万4.6万股$2,682.6万4.6万股-511股-1.10%减仓
IiShares安硕信托IVV
5.43%5.91%$3,098.5万4.1万股$2,730.5万4.2万股-427股-1.02%减仓
F第一信托交易所交易基金RDVY
4.78%4.81%$2,726.5万33.6万股$2,224.3万32.6万股+1.1万股+3.25%加仓
J摩根大通交易所交易基金JQUA
4.75%4.83%$2,711.0万37.5万股$2,232.3万36.4万股+1.1万股+3.03%加仓
PPIMCO太平洋投资管理ETFPYLD
4.47%5.27%$2,551.7万96.2万股$2,437.3万93.0万股+3.2万股+3.43%加仓
F第一信托交易所交易基金SDVY
3.53%3.85%$2,012.9万46.7万股$1,781.1万45.2万股+1.5万股+3.29%加仓
SSPDR道富指数基金SPDW
2.82%3.02%$1,610.0万32.0万股$1,398.5万30.6万股+1.3万股+4.30%加仓
JJOHN HANCOCK EXCHANGE TRADEDJHMM
2.44%2.62%$1,392.2万18.6万股$1,213.6万18.1万股+4,905股+2.71%加仓
PPacer基金信托COWZ
2.27%2.73%$1,297.9万20.9万股$1,263.9万20.2万股+6,640股+3.29%加仓
SSPDR道富系列信托SPYG
2.16%2.22%$1,235.4万10.4万股$1,026.3万10.5万股-994股-0.95%减仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
2.09%1.64%$1,194.3万23.7万股$759.8万15.1万股+8.6万股+57.15%加仓
S道富SPYM
2.07%1.64%$1,182.7万13.5万股$759.5万9.9万股+3.5万股+35.63%加仓
ZZACKS SMALL/MID CAP ETFSMIZ
1.71%1.7%$973.1万21.8万股$785.8万21.2万股+6,111股+2.88%加仓
TTHE ALGER ETF TRUST CONCENTRATED EQUITY ETFCNEQ
1.63%1.46%$929.8万22.5万股$674.4万21.7万股+8,606股+3.97%加仓
H哈特福德·FDS EXCHANGE TRADEDHTRB
1.54%1.79%$876.1万26.0万股$829.3万24.6万股+1.4万股+5.66%加仓
I景顺·NASDAQ 100 ETFQQQM
0.95%0.66%$542.2万1.8万股$304.6万1.3万股+5,078股+39.61%加仓
苹果AAPL
0.92%1.07%$526.3万1.8万股$493.2万1.9万股-1,247股-6.42%减仓
微软MSFT
0.46%0.55%$263.9万7,074股$255.2万6,894股+180股+2.61%加仓
CSX铁路CSX
0.42%0.44%$237.6万5.0万股$205.1万5.0万股+35股+0.07%加仓
卡特彼勒CAT
0.27%0.22%$153.5万1,442股$102.0万1,439股+3股+0.21%加仓
PProShares信托NOBL
0.27%0.39%$151.6万2.7万股$182.5万1.7万股+9,788股+56.87%加仓
BIO-TECHNETECH
0.25%0.23%$145.1万2.1万股$107.8万2.1万股-88股-0.43%减仓
英伟达NVDA
0.22%0.24%$125.8万6,289股$109.8万6,296股-7股-0.11%减仓
应用材料AMAT
0.13%0.08%$73.7万1,020股$37.9万1,110股-90股-8.11%减仓
雅培ABT
0.12%0.18%$70.9万7,813股$81.2万7,907股-94股-1.19%减仓
S道富SPYV
0.12%0.17%$69.9万1.2万股$76.9万1.4万股-2,081股-15.32%减仓
摩根大通JPM
0.1%0.11%$58.1万1,775股$52.2万1,774股+1股+0.06%加仓
S嘉信策略信托SCHD
0.09%0.11%$50.2万1.6万股$48.6万1.6万股00.00%持仓不变
LPL金融LPLA
0.08%0.11%$48.4万1,717股$51.6万1,715股+2股+0.12%加仓
亚马逊AMZN
0.08%0.09%$47.5万1,993股$39.8万1,913股+80股+4.18%加仓
泛林集团LRCX
0.08%0.05%$47.2万1,090股$23.3万1,090股00.00%持仓不变
波音BA
0.08%0.1%$46.9万2,165股$44.0万2,210股-45股-2.04%减仓
强生JNJ
0.08%0.09%$44.5万1,751股$42.6万1,741股+10股+0.57%加仓
伊顿ETN
0.07%0.07%$40.4万948股$33.8万946股+2股+0.21%加仓
博通AVGO
0.07%0.07%$40.4万1,070股$33.1万1,069股+1股+0.09%加仓
谷歌AGOOGL
0.07%0.07%$38.6万1,081股$31.1万1,081股00.00%持仓不变
IiShares安硕信托DGRO
0.07%0.08%$38.6万5,092股$35.7万5,082股+10股+0.20%加仓
IiShares安硕·MSCIQUAL
0.06%0.05%$32.7万1,492股$24.7万1,285股+207股+16.11%加仓
洛克希德马丁LMT
0.05%0.08%$31.2万613股$35.5万587股+26股+4.43%加仓
ADPADP
0.05%0.06%$30.7万1,373股$27.7万1,362股+11股+0.81%加仓
G通用动力VTI
0.05%0.06%$27.5万743股$25.4万793股-50股-6.31%减仓
联合太平洋铁路UNP
0.05%0.05%$27.5万1,010股$24.5万1,010股00.00%持仓不变
HERSHEY COMHSY
0.05%0.07%$26.7万1,519股$31.6万1,519股00.00%持仓不变
埃克森美孚XOM
0.04%0.06%$23.8万1,738股$29.5万1,738股00.00%持仓不变

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