Sanchez Wealth Management Group
JACKSONVILLE FL · SEC CIK 0001697740
$5.71亿2026Q2 申报市值
52持仓数
67.8%前十大占比 · 第一大 9.6%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JAAA 加仓+$2,385.10万
USFR 加仓+$434.29万
SPYM 加仓+$310.71万
IWF 加仓+$180.58万
QQQM 加仓+$153.85万
2026Q2 卖出最多 按季末市值估算
WISDOMTREE TR 清仓-$439.28万
NOBL 减仓-$41.69万
QQQ 减仓-$37.63万
AAPL 减仓-$36.08万
SPY 减仓-$34.43万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MTUM | ISHARES TR | $5,458.22万 | 9.56% | 159,211 | 3,722 | 2.4% | $127.60万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $5,046.84万 | 8.84% | 999,572 | 472,390 | 89.6% | $2,385.10万 | 加仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $4,631.71万 | 8.12% | 519,367 | 15,420 | 3.1% | $137.52万 | 加仓 |
| IWF | ISHARES TR | $4,361.93万 | 7.64% | 351,287 | 14,543 | 4.3% | $180.58万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,672.42万 | 6.44% | 49,178 | -461 | -0.9% | -$34.43万 | 减仓 |
| DGRW | WISDOMTREE TR | $3,617.45万 | 6.34% | 378,315 | 12,763 | 3.5% | $122.04万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,385.03万 | 5.93% | 45,967 | -511 | -1.1% | -$37.63万 | 减仓 |
| IVV | ISHARES TR | $3,098.45万 | 5.43% | 41,374 | -427 | -1.0% | -$31.98万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,726.49万 | 4.78% | 336,354 | 10,590 | 3.3% | $85.84万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $2,711.05万 | 4.75% | 375,076 | 11,040 | 3.0% | $79.80万 | 加仓 |
| PYLD | PIMCO ETF TR | $2,551.72万 | 4.47% | 962,189 | 31,917 | 3.4% | $84.64万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $2,012.93万 | 3.53% | 466,604 | 14,879 | 3.3% | $64.19万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,610.05万 | 2.82% | 319,517 | 13,173 | 4.3% | $66.38万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $1,392.17万 | 2.44% | 185,722 | 4,905 | 2.7% | $36.77万 | 加仓 |
| COWZ | PACER FDS TR | $1,297.90万 | 2.27% | 208,666 | 6,640 | 3.3% | $41.30万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,235.40万 | 2.16% | 103,824 | -994 | -0.9% | -$11.83万 | 减仓 |
| USFR | WISDOMTREE TR | $1,194.25万 | 2.09% | 237,190 | 86,255 | 57.1% | $434.29万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,182.74万 | 2.07% | 134,586 | 35,356 | 35.6% | $310.71万 | 加仓 |
| SMIZ | ZACKS TRUST | $973.13万 | 1.71% | 218,094 | 6,111 | 2.9% | $27.27万 | 加仓 |
| CNEQ | THE ALGER ETF TRUST | $929.82万 | 1.63% | 225,303 | 8,606 | 4.0% | $35.52万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $876.13万 | 1.54% | 259,710 | 13,923 | 5.7% | $46.97万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $542.23万 | 0.95% | 17,897 | 5,078 | 39.6% | $153.85万 | 加仓 |
| AAPL | APPLE INC | $526.30万 | 0.92% | 18,188 | -1,247 | -6.4% | -$36.08万 | 减仓 |
| MSFT | MICROSOFT CORP | $263.87万 | 0.46% | 7,074 | 180 | 2.6% | $6.71万 | 加仓 |
| CSX | CSX CORP | $237.60万 | 0.42% | 49,990 | 35 | 0.1% | $1,664 | 加仓 |
| CAT | CATERPILLAR INC | $153.54万 | 0.27% | 1,442 | 3 | 0.2% | $3,194 | 加仓 |
| NOBL | PROSHARES TR | $151.63万 | 0.27% | 27,000 | -7,424 | -21.6% | -$41.69万 | 减仓 |
| TECH | BIO-TECHNE CORP | $145.09万 | 0.25% | 20,536 | -88 | -0.4% | -$6,217 | 减仓 |
| NVDA | NVIDIA CORPORATION | $125.84万 | 0.22% | 6,289 | -7 | -0.1% | -$1,401 | 减仓 |
| AMAT | APPLIED MATLS INC | $73.75万 | 0.13% | 1,020 | -90 | -8.1% | -$6.51万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $70.89万 | 0.12% | 7,813 | -94 | -1.2% | -$8,529 | 减仓 |
| SPYV | SPDR SERIES TRUST | $69.94万 | 0.12% | 11,505 | -2,081 | -15.3% | -$12.65万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $58.09万 | 0.10% | 1,775 | 1 | 0.1% | $327 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $50.19万 | 0.09% | 15,829 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $48.35万 | 0.08% | 1,717 | 2 | 0.1% | $563 | 加仓 |
| AMZN | AMAZON COM INC | $47.50万 | 0.08% | 1,993 | 80 | 4.2% | $1.91万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $47.23万 | 0.08% | 1,090 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $46.86万 | 0.08% | 2,165 | -45 | -2.0% | -$9,740 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $44.46万 | 0.08% | 1,751 | 10 | 0.6% | $2,539 | 加仓 |
| ETN | EATON CORP PLC | $40.41万 | 0.07% | 948 | 2 | 0.2% | $853 | 加仓 |
| AVGO | BROADCOM INC | $40.40万 | 0.07% | 1,070 | 1 | 0.1% | $378 | 加仓 |
| GOOGL | ALPHABET INC | $38.63万 | 0.07% | 1,081 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $38.59万 | 0.07% | 5,092 | 10 | 0.2% | $758 | 加仓 |
| QUAL | ISHARES TR | $32.75万 | 0.06% | 1,492 | 207 | 16.1% | $4.54万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $31.23万 | 0.05% | 613 | 26 | 4.4% | $1.32万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $30.75万 | 0.05% | 1,373 | 11 | 0.8% | $2,463 | 加仓 |
| VTI | VANGUARD INDEX FDS | $27.50万 | 0.05% | 743 | -50 | -6.3% | -$1.85万 | 减仓 |
| UNP | UNION PAC CORP | $27.47万 | 0.05% | 1,010 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $26.65万 | 0.05% | 1,519 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $23.76万 | 0.04% | 1,738 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $21.29万 | 0.04% | 578 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $20.87万 | 0.04% | 933 | 933 | — | $20.87万 | 新建仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -173,650 | -100.0% | -$439.28万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,455 | -100.0% | -$21.64万 | 清仓 |