RDA Financial Network
- SEC CIK
- 0001774086
- 最新申報
- 2026/7/6
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/12 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 228
- 較 2021 年第 4 季 +9
- 總值
- $2.37 億
- 較 2021 年第 4 季 −$823.7 萬 (−3.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 24,696 | $895.3 萬 | 3.8% | −1,197−4.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 44,698 | $780.5 萬 | 3.3% | +641+1.5% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 61,874 | $694.5 萬 | 2.9% | +1,681+2.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 20,576 | $634.4 萬 | 2.7% | +797+4.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,182 | $606.8 萬 | 2.6% | +158+7.8% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 112,778 | $495.7 萬 | 2.1% | +1,610+1.4% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 8,886 | $453.2 萬 | 1.9% | +759+9.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 128,017 | $437.2 萬 | 1.8% | +640+0.5% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,206 | $393.0 萬 | 1.7% | +107+9.7% | 加碼 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 59,592 | $385.3 萬 | 1.6% | +696+1.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 14,081 | $384.2 萬 | 1.6% | +2,498+21.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 22,931 | $361.6 萬 | 1.5% | −6,630−22.4% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 5,703 | $359.1 萬 | 1.5% | +256+4.7% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 83,478 | $348.5 萬 | 1.5% | +1,241+1.5% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 6,908 | $339.3 萬 | 1.4% | +204+3.0% | 加碼 | 歷史 |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 107,728 | $337.4 萬 | 1.4% | +1,458+1.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 24,439 | $333.2 萬 | 1.4% | +1,258+5.4% | 加碼 | 歷史 |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 30,871 | $313.1 萬 | 1.3% | +1,055+3.5% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 28,517 | $299.3 萬 | 1.3% | +2,161+8.2% | 加碼 | – |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 31,738 | $280.2 萬 | 1.2% | +811+2.6% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 16,349 | $270.8 萬 | 1.1% | +377+2.4% | 加碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 26,896 | $268.4 萬 | 1.1% | +158+0.6% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 12,049 | $267.9 萬 | 1.1% | +1,745+16.9% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 5,552 | $253.0 萬 | 1.1% | +578+11.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 50,504 | $250.4 萬 | 1.1% | +459+0.9% | 加碼 | – |
| VVisa Inc. | Stock | 11,127 | $246.8 萬 | 1.0% | −439−3.8% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,161 | $239.1 萬 | 1.0% | −2,844−11.4% | 減碼 | – |
| EWEdwards Lifesciences Corp | Stock | 20,076 | $236.3 萬 | 1.0% | +1,202+6.4% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 30,790 | $233.6 萬 | 1.0% | +1,233+4.2% | 加碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 20,570 | $223.8 萬 | 0.9% | +1,943+10.4% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 8,716 | $205.2 萬 | 0.9% | +567+7.0% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 3,434 | $202.8 萬 | 0.9% | +696+25.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,773 | $199.7 萬 | 0.8% | +13+0.1% | 加碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 93,736 | $196.6 萬 | 0.8% | +10,815+13.0% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 18,853 | $188.8 萬 | 0.8% | +78+0.4% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 6,256 | $188.7 萬 | 0.8% | +860+15.9% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 14,851 | $185.0 萬 | 0.8% | +7,717+108.2% | 加碼 | – |
| iShares Tr464289883 | CORE 30 70 ETF | 47,219 | $177.9 萬 | 0.8% | −3,986−7.8% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 16,508 | $176.5 萬 | 0.7% | +131+0.8% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 11,763 | $173.8 萬 | 0.7% | +531+4.7% | 加碼 | – |
| ALGNAlign Technology Inc | COM | 3,926 | $171.2 萬 | 0.7% | +445+12.8% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 34,386 | $168.6 萬 | 0.7% | +705+2.1% | 加碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 21,807 | $165.8 萬 | 0.7% | +469+2.2% | 加碼 | – |
| BXBlackstone Inc. | COM | 12,920 | $164.0 萬 | 0.7% | +70+0.5% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 77,018 | $161.4 萬 | 0.7% | +160+0.2% | 加碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 29,353 | $161.1 萬 | 0.7% | +657+2.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 7,443 | $158.2 萬 | 0.7% | +319+4.5% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 6,172 | $157.0 萬 | 0.7% | +412+7.2% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 20,862 | $155.8 萬 | 0.7% | +2,775+15.3% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 40,104 | $153.7 萬 | 0.6% | +8,909+28.6% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 32,348 | $152.7 萬 | 0.6% | −675−2.0% | 減碼 | – |
| WELLWelltower Inc. | REIT | 15,636 | $150.3 萬 | 0.6% | −143−0.9% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 27,824 | $141.7 萬 | 0.6% | −49−0.2% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 20,302 | $140.7 萬 | 0.6% | −90.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,923 | $138.4 萬 | 0.6% | +167+4.4% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 17,543 | $133.1 萬 | 0.6% | +154+0.9% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 27,064 | $124.8 萬 | 0.5% | −6,235−18.7% | 減碼 | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 28,610 | $122.9 萬 | 0.5% | +900+3.2% | 加碼 | – |
| DBX ETF Tr233051101 | XTRACK MSCI EMRG | 47,952 | $117.2 萬 | 0.5% | +764+1.6% | 加碼 | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 37,795 | $110.4 萬 | 0.5% | +2,005+5.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U109 | TCW SECURITIZED | 44,924 | $108.4 萬 | 0.5% | +2,028+4.7% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 5,866 | $106.0 萬 | 0.4% | +43+0.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,575 | $102.4 萬 | 0.4% | +170+5.0% | 加碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 17,846 | $97.6 萬 | 0.4% | −550−3.0% | 減碼 | 歷史 |
| BABoeing Co | Stock | 5,034 | $96.4 萬 | 0.4% | +532+11.8% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 9,515 | $96.3 萬 | 0.4% | +236+2.5% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 12,710 | $92.2 萬 | 0.4% | +2,196+20.9% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 13,971 | $89.0 萬 | 0.4% | +1,333+10.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,617 | $85.8 萬 | 0.4% | +276+5.2% | 加碼 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 14,205 | $84.2 萬 | 0.4% | −187−1.3% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,161 | $83.7 萬 | 0.4% | +1,116+27.6% | 加碼 | – |
| MAMastercard Inc | Stock | 2,286 | $81.7 萬 | 0.3% | +112+5.2% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 17,002 | $81.7 萬 | 0.3% | −32,216−65.5% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 2,709 | $81.1 萬 | 0.3% | +1,172+76.3% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,763 | $81.0 萬 | 0.3% | +1,170+73.4% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 4,627 | $77.9 萬 | 0.3% | −265−5.4% | 減碼 | – |
| TAT&T Inc. | Stock | 32,919 | $77.8 萬 | 0.3% | +4,056+14.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 7,047 | $76.9 萬 | 0.3% | −126−1.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 55,360 | $75.1 萬 | 0.3% | −20,600−27.1% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 4,450 | $74.5 萬 | 0.3% | +76+1.7% | 加碼 | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 69,009 | $74.3 萬 | 0.3% | +5,600+8.8% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 17,789 | $73.3 萬 | 0.3% | +3,269+22.5% | 加碼 | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 15,186 | $72.7 萬 | 0.3% | +3,310+27.9% | 加碼 | – |
| KOCoca Cola Co | Stock | 11,687 | $72.5 萬 | 0.3% | +2,349+25.2% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 9,142 | $71.2 萬 | 0.3% | −125−1.3% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,462 | $70.9 萬 | 0.3% | −75−1.7% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,409 | $70.4 萬 | 0.3% | +6,521+225.8% | 加碼依 2 比 1 拆股換算 | – |
| JNJJohnson & Johnson | Stock | 3,914 | $69.4 萬 | 0.3% | −300−7.1% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 16,689 | $68.9 萬 | 0.3% | +2,872+20.8% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 10,100 | $68.4 萬 | 0.3% | +1,016+11.2% | 加碼 | 歷史 |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 11,889 | $67.2 萬 | 0.3% | −592−4.7% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 13,573 | $67.2 萬 | 0.3% | +13,573 | 新進 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,612 | $66.9 萬 | 0.3% | −60−3.6% | 減碼 | – |
| CVXChevron Corp | Stock | 4,036 | $65.7 萬 | 0.3% | −382−8.6% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,415 | $64.8 萬 | 0.3% | −78−3.1% | 減碼 | – |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 28,949 | $63.7 萬 | 0.3% | −416−1.4% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 33,387 | $63.1 萬 | 0.3% | −593−1.7% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,922 | $63.0 萬 | 0.3% | −926−11.8% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,857 | $61.3 萬 | 0.3% | +68+2.4% | 加碼 | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 50,716 | $59.9 萬 | 0.3% | −61−0.1% | 減碼 | 歷史 |
2021 年第 4 季之後清倉（12 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 11,088 | $81.7 萬 | 0.3% | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,494 | $44.4 萬 | 0.2% | – |
| NKENIKE, Inc. | Stock | 1,640 | $27.3 萬 | 0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 1,939 | $27.3 萬 | 0.1% | 歷史 |
| CATCaterpillar Inc | Stock | 1,103 | $22.8 萬 | 0.1% | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,272 | $21.5 萬 | 0.1% | – |
| iShares Tr464287150 | CORE S&P TTL STK | 1,967 | $21.0 萬 | 0.1% | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 5,671 | $20.7 萬 | 0.1% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 1,545 | $20.5 萬 | 0.1% | – |
| CUZCousins Properties Inc | COM NEW | 5,015 | $20.2 萬 | 0.1% | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 3,526 | $20.1 萬 | 0.1% | – |
| SABASaba Capital Income & Opportunities Fund II | COM | 21,828 | $11.3 萬 | <0.1% | 歷史 |