RDA Financial Network
- SEC CIK
- 0001774086
- 最新申報
- 2026/7/6
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/13 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 220
- 較 2021 年第 1 季 −6
- 總值
- $2.26 億
- 較 2021 年第 1 季 −$669.3 萬 (−2.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ADBEAdobe Inc. | Stock | 5,006 | $293.2 萬 | 1.3% | +115+2.4% | 加碼 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 73,838 | $293.9 萬 | 1.3% | +1,185+1.6% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 7,581 | $303.6 萬 | 1.3% | +190+2.6% | 加碼 | 歷史 |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 103,064 | $305.2 萬 | 1.3% | +80+0.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 79,248 | $313.3 萬 | 1.4% | −42−0.1% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 9,136 | $317.7 萬 | 1.4% | +479+5.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 942 | $323.9 萬 | 1.4% | +46+5.1% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 64,208 | $332.3 萬 | 1.5% | −252−0.4% | 減碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 57,082 | $333.0 萬 | 1.5% | −108−0.2% | 減碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 14,795 | $335.5 萬 | 1.5% | +706+5.0% | 加碼 | 歷史 |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 102,436 | $351.0 萬 | 1.6% | −240.0% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 23,792 | $370.1 萬 | 1.6% | +78+0.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 108,234 | $433.9 萬 | 1.9% | −435−0.4% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,779 | $434.3 萬 | 1.9% | +81+4.8% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 122,166 | $448.3 萬 | 2.0% | −6,742−5.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 32,254 | $486.2 萬 | 2.1% | −26,631−45.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 19,256 | $521.6 萬 | 2.3% | +72+0.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 41,503 | $568.4 萬 | 2.5% | +346+0.8% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 59,240 | $620.7 萬 | 2.7% | −427−0.7% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 27,763 | $984.0 萬 | 4.3% | −9,155−24.8% | 減碼 | – |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
2021 年第 1 季之後清倉（17 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 25,889 | $236.9 萬 | 1.0% | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 32,734 | $164.3 萬 | 0.7% | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 7,042 | $91.5 萬 | 0.4% | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 22,680 | $78.2 萬 | 0.3% | – |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 18,925 | $62.8 萬 | 0.3% | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 10,478 | $42.6 萬 | 0.2% | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 4,187 | $42.1 萬 | 0.2% | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 6,183 | $33.8 萬 | 0.1% | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 1,011 | $33.4 萬 | 0.1% | – |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 10,760 | $32.0 萬 | 0.1% | – |
| iShares Tr46432F388 | MSCI USA VALUE | 2,977 | $30.5 萬 | 0.1% | – |
| iShares Tr46432F370 | MSCI USA SZE FT | 2,187 | $26.3 萬 | 0.1% | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 2,201 | $23.3 萬 | 0.1% | – |
| SHOOSteven Madden, Ltd. | COM | 5,637 | $21.0 萬 | 0.1% | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,830 | $20.9 萬 | 0.1% | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,711 | $20.6 萬 | 0.1% | – |
| GHIGreystone Housing Impact Investors LP | BEN UNIT CTF | 12,863 | $7.10 萬 | <0.1% | 歷史 |