Sanchez Wealth Management Group
JACKSONVILLE FL · SEC CIK 0001697740
$4.62亿2026Q1 申报市值
53持仓数
65.8%前十大占比 · 第一大 8.5%
2 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPYM 加仓+$153.62万
JAAA 加仓+$127.76万
IWF 加仓+$115.43万
QQQM 加仓+$98.42万
MTUM 加仓+$94.46万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$42.40万
NOBL 减仓-$24.17万
QQQ 减仓-$19.28万
SPYG 减仓-$12.97万
AAPL 减仓-$10.25万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | $21.64万 | 0.05% | 2,455 | 2,455 | — | $21.64万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $23.29万 | 0.05% | 1,090 | 1,090 | — | $23.29万 | 新建仓 |
| UNP | UNION PAC CORP | $24.50万 | 0.05% | 1,010 | 32 | 3.3% | $7,762 | 加仓 |
| QUAL | ISHARES TR | $24.66万 | 0.05% | 1,285 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $24.87万 | 0.05% | 578 | 50 | 9.5% | $2.15万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $25.44万 | 0.06% | 793 | 8 | 1.0% | $2,566 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.67万 | 0.06% | 1,362 | 36 | 2.7% | $7,313 | 加仓 |
| — | EXXON MOBIL CORP | $29.49万 | 0.06% | 1,738 | -47 | -2.6% | -$7,974 | 减仓 |
| GOOGL | ALPHABET INC | $31.07万 | 0.07% | 1,081 | 66 | 6.5% | $1.90万 | 加仓 |
| HSY | HERSHEY CO | $31.58万 | 0.07% | 1,519 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $33.08万 | 0.07% | 1,069 | 2 | 0.2% | $619 | 加仓 |
| ETN | EATON CORP PLC | $33.83万 | 0.07% | 946 | 3 | 0.3% | $1,073 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $35.48万 | 0.08% | 587 | 26 | 4.6% | $1.57万 | 加仓 |
| DGRO | ISHARES TR | $35.67万 | 0.08% | 5,082 | 11 | 0.2% | $772 | 加仓 |
| AMAT | APPLIED MATLS INC | $37.94万 | 0.08% | 1,110 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $39.84万 | 0.09% | 1,913 | 20 | 1.1% | $4,165 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $42.56万 | 0.09% | 1,741 | 9 | 0.5% | $2,200 | 加仓 |
| BA | BOEING CO | $43.98万 | 0.10% | 2,210 | -5 | -0.2% | -$995 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $48.56万 | 0.11% | 15,829 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $51.58万 | 0.11% | 1,715 | 2 | 0.1% | $602 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $52.19万 | 0.11% | 1,774 | 26 | 1.5% | $7,649 | 加仓 |
| SPYV | SPDR SERIES TRUST | $76.87万 | 0.17% | 13,586 | -578 | -4.1% | -$3.27万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $81.18万 | 0.18% | 7,907 | 27 | 0.3% | $2,772 | 加仓 |
| CAT | CATERPILLAR INC | $101.97万 | 0.22% | 1,439 | -8 | -0.6% | -$5,669 | 减仓 |
| TECH | BIO-TECHNE CORP | $107.78万 | 0.23% | 20,624 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $109.80万 | 0.24% | 6,296 | 10 | 0.2% | $1,744 | 加仓 |
| NOBL | PROSHARES TR | $182.46万 | 0.39% | 17,212 | -2,280 | -11.7% | -$24.17万 | 减仓 |
| CSX | CSX CORP | $205.07万 | 0.44% | 49,955 | 302 | 0.6% | $1.24万 | 加仓 |
| MSFT | MICROSOFT CORP | $255.19万 | 0.55% | 6,894 | 141 | 2.1% | $5.22万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $304.60万 | 0.66% | 12,819 | 4,142 | 47.7% | $98.42万 | 加仓 |
| — | WISDOMTREE TR | $439.28万 | 0.95% | 173,650 | 4,631 | 2.7% | $11.71万 | 加仓 |
| AAPL | APPLE INC | $493.23万 | 1.07% | 19,435 | -404 | -2.0% | -$10.25万 | 减仓 |
| CNEQ | THE ALGER ETF TRUST | $674.36万 | 1.46% | 216,697 | 1,483 | 0.7% | $4.62万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $759.51万 | 1.64% | 99,230 | 20,070 | 25.4% | $153.62万 | 加仓 |
| USFR | WISDOMTREE TR | $759.80万 | 1.64% | 150,935 | 8,204 | 5.7% | $41.30万 | 加仓 |
| SMIZ | ZACKS TRUST | $785.82万 | 1.70% | 211,983 | 3,055 | 1.5% | $11.32万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $829.29万 | 1.79% | 245,787 | 6,414 | 2.7% | $21.64万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,026.28万 | 2.22% | 104,818 | -1,325 | -1.2% | -$12.97万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $1,213.64万 | 2.62% | 180,817 | -83 | -0.0% | -$5,571 | 减仓 |
| COWZ | PACER FDS TR | $1,263.88万 | 2.73% | 202,026 | 3,350 | 1.7% | $20.96万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,398.46万 | 3.02% | 306,344 | 3,840 | 1.3% | $17.53万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,781.15万 | 3.85% | 451,725 | 5,492 | 1.2% | $21.65万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,224.31万 | 4.81% | 325,764 | 4,403 | 1.4% | $30.06万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $2,232.26万 | 4.83% | 364,036 | 6,372 | 1.8% | $39.07万 | 加仓 |
| PYLD | PIMCO ETF TR | $2,437.31万 | 5.27% | 930,272 | 29,673 | 3.3% | $77.74万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $2,655.41万 | 5.74% | 527,182 | 25,365 | 5.1% | $127.76万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,682.61万 | 5.80% | 46,478 | -334 | -0.7% | -$19.28万 | 减仓 |
| IVV | ISHARES TR | $2,730.48万 | 5.91% | 41,801 | -62 | -0.1% | -$4.05万 | 减仓 |
| DGRW | WISDOMTREE TR | $3,211.00万 | 6.94% | 365,552 | 5,463 | 1.5% | $47.99万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,228.20万 | 6.98% | 49,639 | -652 | -1.3% | -$42.40万 | 减仓 |
| IWF | ISHARES TR | $3,589.68万 | 7.76% | 84,186 | 2,707 | 3.3% | $115.43万 | 加仓 |
| MTUM | ISHARES TR | $3,731.58万 | 8.07% | 155,489 | 3,936 | 2.6% | $94.46万 | 加仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $3,944.39万 | 8.53% | 503,947 | 5,524 | 1.1% | $43.24万 | 加仓 |