Sanchez Wealth Management Group 13F 持仓 · 2026年Q2
Sanchez Wealth Management Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 52 只证券，申报市值合计 5.71 亿美元。前几大持仓：MTUM（9.56%）、JAAA（8.84%）、JHML（8.12%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MTUM | ISHARES TR | $54.6M | 9.56% | 159,211 | 增持 |
| 2 | JAAA | JANUS DETROIT STR TR | $50.5M | 8.84% | 999,572 | 增持 |
| 3 | JHML | JOHN HANCOCK EXCHANGE TRADED | $46.3M | 8.12% | 519,367 | 增持 |
| 4 | IWF | ISHARES TR | $43.6M | 7.64% | 351,287 | 增持 |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $36.7M | 6.44% | 49,178 | 减持 |
| 6 | DGRW | WISDOMTREE TR | $36.2M | 6.34% | 378,315 | 增持 |
| 7 | QQQ | INVESCO QQQ TR | $33.9M | 5.93% | 45,967 | 减持 |
| 8 | IVV | ISHARES TR | $31.0M | 5.43% | 41,374 | 减持 |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | $27.3M | 4.78% | 336,354 | 增持 |
| 10 | JQUA | J P MORGAN EXCHANGE TRADED F | $27.1M | 4.75% | 375,076 | 增持 |
| 11 | PYLD | PIMCO ETF TR | $25.5M | 4.47% | 962,189 | 增持 |
| 12 | SDVY | FIRST TR EXCHANGE TRADED FD | $20.1M | 3.53% | 466,604 | 增持 |
| 13 | SPDW | SPDR INDEX SHS FDS | $16.1M | 2.82% | 319,517 | 增持 |
| 14 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $13.9M | 2.44% | 185,722 | 增持 |
| 15 | COWZ | PACER FDS TR | $13.0M | 2.27% | 208,666 | 增持 |
| 16 | SPYG | SPDR SERIES TRUST | $12.4M | 2.16% | 103,824 | 减持 |
| 17 | USFR | WISDOMTREE TR | $11.9M | 2.09% | 237,190 | 增持 |
| 18 | SPYM | SPDR SERIES TRUST | $11.8M | 2.07% | 134,586 | 增持 |
| 19 | SMIZ | ZACKS TRUST | $9.7M | 1.71% | 218,094 | 增持 |
| 20 | CNEQ | THE ALGER ETF TRUST | $9.3M | 1.63% | 225,303 | 增持 |
| 21 | HTRB | HARTFORD FDS EXCHANGE TRADED | $8.8M | 1.54% | 259,710 | 增持 |
| 22 | QQQM | INVESCO EXCH TRADED FD TR II | $5.4M | 0.95% | 17,897 | 增持 |
| 23 | AAPL | APPLE INC | $5.3M | 0.92% | 18,188 | 减持 |
| 24 | MSFT | MICROSOFT CORP | $2.6M | 0.46% | 7,074 | 增持 |
| 25 | CSX | CSX CORP | $2.4M | 0.42% | 49,990 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR