Sanchez Wealth Management Group — Q1 2020 13F 持股

Name: Sanchez Wealth Management Group — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001697740

申报总市值

US$4.6亿

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	IWF	Ishares Russell 1000 Growth	ETF-其他	18.76%	-0.49%	-0.03%
2	QUAL	Ishares Msci USA Quality Fac	ETF-其他	17.05%	—	+0.22%
3	JHML	John Hancock Multi Fact Lrg	ETF-其他	13.71%	+0.02%	-0.12%
4	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	13.43%	-0.35%	—
5	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	10.17%	-0.22%	-7.36%
6	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	7.00%	—	+1.05%
7	MTUM	Ishares Msci USA Momentum Fa	ETF-其他	5.83%	-0.04%	+0.24%
8	DGRO	Ishares Core Dividend Growth	ETF-其他	4.29%	—	+1.81%
9	JHMM	John Hancock Multi Fact Mid	ETF-其他	3.08%	+0.09%	-1.32%
10	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	1.56%	-0.35%	+226.15%
11	TECH	Bio-techne CORP	股票-医疗保健	1.23%	-0.03%	-0.27%
12	CSX	Csx CORP	股票-工业	0.76%	+0.06%	-5.33%
13	ABT	Abbott Laboratories	股票-医疗保健	0.58%	-0.03%	+0.37%
14	PGX	Invesco Preferred ETF	ETF-其他	0.57%	—	+2.84%
15	HDV	Ishares Core High Dividend E	ETF-其他	0.48%	—	+2.68%
16	AAPL	Apple INC	股票-科技	0.42%	-0.08%	+28.37%
17	BMY	Bristol-myers Squibb Co	股票-医疗保健	0.42%	—	+2.71%
18	HSY	Hershey Co/the	股票-非周期性消费	0.24%	+0.01%	—
19	SCHD	Schwab US Dvd Equity ETF	ETF-其他	0.22%	+0.01%	—
20	JNJ	Johnson & Johnson	股票-医疗保健	0.21%	+0.01%	+10.67%

Sanchez Wealth Management Group 于截至 Q1 2020 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	IWF	Ishares Russell 1000 Growth	+1.3%	-0.03%	减仓
2	SPY	Ss Spdr S&p 500 ETF Trust-us	+1.1%	+226.15%	加仓
3	MTUM	Ishares Msci USA Momentum Fa	+0.4%	+0.24%	加仓
4	USMV	Ishares Msci USA Min Vol Fac	+0.3%	+1.05%	加仓
5	QUAL	Ishares Msci USA Quality Fac	+0.2%	+0.22%	加仓
6	AAPL	Apple INC	+0.1%	+28.37%	加仓
7	TECH	Bio-techne CORP	+0.1%	-0.27%	减仓
8	PGX	Invesco Preferred ETF	+0.1%	+2.84%	加仓
9	ABT	Abbott Laboratories	+0.1%	+0.37%	加仓
10	BMY	Bristol-myers Squibb Co	+0.1%	+2.71%	加仓
11	JNJ	Johnson & Johnson	0%	+10.67%	加仓
12	HSY	Hershey Co/the	0%	—	不变
13	SCHD	Schwab US Dvd Equity ETF	—	—	不变
14	HDV	Ishares Core High Dividend E	0%	+2.68%	加仓
15	DGRO	Ishares Core Dividend Growth	-0.1%	+1.81%	加仓
16	CSX	Csx CORP	-0.1%	-5.33%	减仓
17	JHML	John Hancock Multi Fact Lrg	-0.3%	-0.12%	减仓
18	JHMM	John Hancock Multi Fact Mid	-0.4%	-1.32%	减仓
19	IVV	Ishares Core S&p 500 ETF	-0.8%	-7.36%	减仓
20	QQQ	Invesco Qqq Trust Series 1	—	NEW	新建仓
21	RSP	Invesco S&p 500 Equal Weight	—	EXIT	清仓
22	IWD	Ishares Russell 1000 Value E	—	EXIT	清仓
23	CAT	Caterpillar INC	—	EXIT	清仓
24	UNP	Union Pacific CORP	—	EXIT	清仓

CIK: 0001697740

申报总市值

US$4.6亿

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	IWF	Ishares Russell 1000 Growth	ETF-其他	18.76%	-0.49%	-0.03%
2	QUAL	Ishares Msci USA Quality Fac	ETF-其他	17.05%	—	+0.22%
3	JHML	John Hancock Multi Fact Lrg	ETF-其他	13.71%	+0.02%	-0.12%
4	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	13.43%	-0.35%	—
5	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	10.17%	-0.22%	-7.36%
6	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	7.00%	—	+1.05%
7	MTUM	Ishares Msci USA Momentum Fa	ETF-其他	5.83%	-0.04%	+0.24%
8	DGRO	Ishares Core Dividend Growth	ETF-其他	4.29%	—	+1.81%
9	JHMM	John Hancock Multi Fact Mid	ETF-其他	3.08%	+0.09%	-1.32%
10	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	1.56%	-0.35%	+226.15%
11	TECH	Bio-techne CORP	股票-医疗保健	1.23%	-0.03%	-0.27%
12	CSX	Csx CORP	股票-工业	0.76%	+0.06%	-5.33%
13	ABT	Abbott Laboratories	股票-医疗保健	0.58%	-0.03%	+0.37%
14	PGX	Invesco Preferred ETF	ETF-其他	0.57%	—	+2.84%
15	HDV	Ishares Core High Dividend E	ETF-其他	0.48%	—	+2.68%
16	AAPL	Apple INC	股票-科技	0.42%	-0.08%	+28.37%
17	BMY	Bristol-myers Squibb Co	股票-医疗保健	0.42%	—	+2.71%
18	HSY	Hershey Co/the	股票-非周期性消费	0.24%	+0.01%	—
19	SCHD	Schwab US Dvd Equity ETF	ETF-其他	0.22%	+0.01%	—
20	JNJ	Johnson & Johnson	股票-医疗保健	0.21%	+0.01%	+10.67%

Sanchez Wealth Management Group 于截至 Q1 2020 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	IWF	Ishares Russell 1000 Growth	+1.3%	-0.03%	减仓
2	SPY	Ss Spdr S&p 500 ETF Trust-us	+1.1%	+226.15%	加仓
3	MTUM	Ishares Msci USA Momentum Fa	+0.4%	+0.24%	加仓
4	USMV	Ishares Msci USA Min Vol Fac	+0.3%	+1.05%	加仓
5	QUAL	Ishares Msci USA Quality Fac	+0.2%	+0.22%	加仓
6	AAPL	Apple INC	+0.1%	+28.37%	加仓
7	TECH	Bio-techne CORP	+0.1%	-0.27%	减仓
8	PGX	Invesco Preferred ETF	+0.1%	+2.84%	加仓
9	ABT	Abbott Laboratories	+0.1%	+0.37%	加仓
10	BMY	Bristol-myers Squibb Co	+0.1%	+2.71%	加仓
11	JNJ	Johnson & Johnson	0%	+10.67%	加仓
12	HSY	Hershey Co/the	0%	—	不变
13	SCHD	Schwab US Dvd Equity ETF	—	—	不变
14	HDV	Ishares Core High Dividend E	0%	+2.68%	加仓
15	DGRO	Ishares Core Dividend Growth	-0.1%	+1.81%	加仓
16	CSX	Csx CORP	-0.1%	-5.33%	减仓
17	JHML	John Hancock Multi Fact Lrg	-0.3%	-0.12%	减仓
18	JHMM	John Hancock Multi Fact Mid	-0.4%	-1.32%	减仓
19	IVV	Ishares Core S&p 500 ETF	-0.8%	-7.36%	减仓
20	QQQ	Invesco Qqq Trust Series 1	—	NEW	新建仓
21	RSP	Invesco S&p 500 Equal Weight	—	EXIT	清仓
22	IWD	Ishares Russell 1000 Value E	—	EXIT	清仓
23	CAT	Caterpillar INC	—	EXIT	清仓
24	UNP	Union Pacific CORP	—	EXIT	清仓