SW
Sanchez Wealth Management Group
分散型投资策略行业集中型趋势追踪型
申报总市值
US$4.6亿
申报季度: 2026-03-31 · 持股只数: 53
Sanchez Wealth Management Group在最新一期 13F 报告中披露了 53 项持股，申报期为 2026-03-31，总持股市值约为 US$4.6亿，季度换手率为 4.6%。
机构性格雪花图
- 集中度
- 21.25
- 持仓稳定性
- 4.58
- 动能／逆势
- 100
- 行业集中度
- 100
- 多样化
- 100
- 仓位均衡度
- 86.4
近期动向
减仓 IWF
+3.3% -US$266.7万
减仓 SPY
-1.3% -US$201.2万
减仓 QQQ
-0.7% -US$193.1万
加仓 JAAA
+5.1% US$117.2万
加仓 SPYM
+25.4% US$124.5万
减仓 IVV
-0.1% -US$136.9万
持仓地图
新建仓加仓不变减仓
前十大持股占比
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 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JHML | John Hancock Multi Fact Lrg | ETF-其他 | 8.53% | +0.02% | +1.11% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 8.07% | -0.04% | +2.60% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 7.76% | -0.49% | +3.32% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.98% | -0.35% | -1.30% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 6.94% | +0.05% | +1.52% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.91% | -0.22% | -0.15% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.80% | -0.35% | -0.71% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 5.74% | +0.31% | +5.05% | |
| 9 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 5.27% | +0.13% | +3.29% | |
| 10 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 4.83% | — | +1.78% | |
| 11 | RDVY | First Trust Rising Dividend | ETF-其他 | 4.81% | +0.04% | +1.37% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 3.85% | +0.19% | +1.23% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.02% | +0.15% | +1.27% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.73% | +0.17% | +1.69% | |
| 15 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 2.62% | +0.09% | -0.05% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.22% | -0.20% | -1.25% | |
| 17 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 1.79% | +0.04% | +2.68% | |
| 18 | SMIZ | Zacks Small/mid Cap ETF | ETF-其他 | 1.70% | +0.05% | +1.46% | |
| 19 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.64% | +0.10% | +5.75% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.64% | +0.28% | +25.35% | |
| 21 | CNEQ | Alger Concentrated Eqty ETF | ETF-其他 | 1.46% | -0.12% | +0.69% | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.07% | -0.08% | -2.04% | |
| 23 | WTBN | Wisdomtree Bianco Tr Fund | ETF-其他 | 0.95% | +0.03% | +2.74% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.66% | +0.19% | +47.74% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.55% | -0.15% | +2.09% | |
| 26 | CSX | Csx CORP | 股票-工业 | 0.44% | +0.06% | +0.61% | |
| 27 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.39% | -0.04% | -11.70% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.24% | -0.01% | +0.16% | |
| 29 | TECH | Bio-techne CORP | 股票-医疗保健 | 0.23% | -0.03% | — | |
| 30 | CAT | Caterpillar INC | 股票-工业 | 0.22% | +0.04% | -0.55% | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.18% | -0.03% | +0.34% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.17% | — | -4.08% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.11% | -0.01% | +1.49% | |
| 34 | LPLA | Lpl Financial Holdings INC | 股票-金融 | 0.11% | -0.02% | +0.12% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.11% | +0.01% | — | |
| 36 | BA | Boeing Co/the | 股票-工业 | 0.10% | — | -0.23% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.09% | +0.01% | +0.52% | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.09% | — | +1.06% | |
| 39 | AMAT | Applied Materials INC | 股票-科技 | 0.08% | +0.02% | — | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.08% | — | +0.22% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工业 | 0.08% | +0.02% | +4.63% | |
| 42 | ETN | Eaton Corporation plc | 股票-工业 | 0.07% | +0.01% | +0.32% | |
| 43 | AVGO | Broadcom INC | 股票-科技 | 0.07% | -0.01% | +0.19% | |
| 44 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.07% | +0.01% | — | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.07% | — | +6.50% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.06% | +0.01% | -2.63% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.06% | -0.01% | +2.71% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.06% | — | +1.02% | |
| 49 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.05% | +0.01% | +9.47% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.05% | — | — |
1–50 of 53
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 53 | US$4.6亿 | 5 | |
| 2025-12-31 | 51 | US$4.7亿 | 20 | |
| 2025-09-30 | 48 | US$4.5亿 | 21 | |
| 2025-06-30 | 49 | US$4.1亿 | 0 | |
| 2025-03-31 | 46 | US$3.7亿 | 100 | |
| 2024-12-31 | 49 | US$3.7亿 | 0 | |
| 2024-09-30 | 40 | US$3.3亿 | 0 | |
| 2024-06-30 | 38 | US$3.1亿 | 0 | |
| 2024-03-31 | 39 | US$3.0亿 | 0 | |
| 2023-12-31 | 36 | US$2.7亿 | 0 | |
| 2023-09-30 | 35 | US$2.5亿 | 0 | |
| 2023-06-30 | 35 | US$2.5亿 | 0 | |
| 2023-03-31 | 35 | US$2.3亿 | 0 | |
| 2022-12-31 | 34 | US$2.0亿 | 0 | |
| 2022-09-30 | 31 | US$1.8亿 | 0 | |
| 2022-06-30 | 33 | US$2.0亿 | 0 | |
| 2022-03-31 | 34 | US$2.4亿 | 0 | |
| 2021-12-31 | 33 | US$2.4亿 | 0 | |
| 2021-09-30 | 34 | US$2.2亿 | 0 | |
| 2021-06-30 | 33 | US$2.2亿 | 95 | |
| 2021-03-31 | 31 | US$2.0亿 | 16 | |
| 2020-12-31 | 27 | US$1.9亿 | 34 | |
| 2020-09-30 | 26 | US$1.7亿 | 13 | |
| 2020-06-30 | 22 | US$1.5亿 | 31 | |
| 2020-03-31 | 20 | US$1.1亿 | 48 | |
| 2019-12-31 | 23 | US$1.4亿 | 31 | |
| 2019-09-30 | 22 | US$1.2亿 | 9 | |
| 2019-06-30 | 24 | US$1.2亿 | 13 | |
| 2019-03-31 | 25 | US$1.1亿 | 21 | |
| 2018-12-31 | 23 | US$9062.7万 | 81 | |
| 2018-09-30 | 22 | US$9756.2万 | 24 | |
| 2018-06-30 | 23 | US$1.1亿 | 58 | |
| 2018-03-31 | 24 | US$9903.4万 | 28 | |
| 2017-12-31 | 24 | US$9687.8万 | 0 |
本季持股变动
Sanchez Wealth Management Group 在 2026-03-31 最显著的持仓异动： 新建仓: Lam Research CORP (LRCX); 新建仓: Ishares Gold Trust (IAU); 加仓: Ishares Russell 1000 Growth (IWF) — 股数 +3.32%; 减仓: Ss Spdr S&p 500 ETF Trust-us (SPY) — 股数 -1.30%; 减仓: Invesco Qqq Trust Series 1 (QQQ) — 股数 -0.71%.
FAQ
Sanchez Wealth Management Group 是什么机构？属于哪种投资人类型？
Sanchez Wealth Management Group 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$4.6亿，分布在 53 个已申报仓位之中。
Sanchez Wealth Management Group 目前前几大持股有哪些？
根据最新 13F 申报，Sanchez Wealth Management Group 按市值排列的前几大持股为：
1. John Hancock Multi Fact Lrg (JHML) — US$3944.4万 (8.5%)
2. Ishares Msci USA Momentum Fa (MTUM) — US$3731.6万 (8.1%)
3. Ishares Russell 1000 Growth (IWF) — US$3589.7万 (7.8%)
4. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$3228.2万 (7.0%)
5. Wisdomtree U.s. Quality Divi (DGRW) — US$3211.0万 (6.9%)
Sanchez Wealth Management Group 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Sanchez Wealth Management Group 共进行了 46 项显著调整：新建仓 2 个仓位、加仓 33 个既有持股、减仓 11 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Lam Research CORP (LRCX); 新建仓: Ishares Gold Trust (IAU); 加仓: Ishares Russell 1000 Growth (IWF) — 股数 +3.32%; 减仓: Ss Spdr S&p 500 ETF Trust-us (SPY) — 股数 -1.30%; 减仓: Invesco Qqq Trust Series 1 (QQQ) — 股数 -0.71%
Sanchez Wealth Management Group 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Sanchez Wealth Management Group 的主要板块分布如下：
• Information Technology: 66.4%
• Industrials: 14.3%
• Health Care: 8.6%
• Financials: 3.6%
• Consumer Discretionary: 2.8%
• Communication Services: 2.2%