RDA Financial Network
- SEC CIK
- 0001774086
- 最新申報
- 2026/7/6
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/13 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 213
- 較 2022 年第 1 季 −15
- 總值
- $1.98 億
- 較 2022 年第 1 季 −$3,866 萬 (−16.3%)
| 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 | 22,726 | $637.0 萬 | 3.2% | −1,970−8.0% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 60,981 | $620.2 萬 | 3.1% | −893−1.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 41,393 | $565.9 萬 | 2.9% | −3,305−7.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 20,759 | $533.2 萬 | 2.7% | +183+0.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,197 | $478.7 萬 | 2.4% | +15+0.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,917 | $458.0 萬 | 2.3% | +31+0.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 114,114 | $455.4 萬 | 2.3% | +1,336+1.2% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 126,326 | $412.2 萬 | 2.1% | −1,691−1.3% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 6,768 | $326.6 萬 | 1.6% | −140−2.0% | 減碼 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 60,191 | $321.4 萬 | 1.6% | +599+1.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 84,978 | $312.9 萬 | 1.6% | +1,500+1.8% | 加碼 | – |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 32,377 | $288.5 萬 | 1.5% | +1,506+4.9% | 加碼 | – |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 105,334 | $284.3 萬 | 1.4% | −2,394−2.2% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 5,850 | $284.2 萬 | 1.4% | +147+2.6% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 27,723 | $281.2 萬 | 1.4% | −794−2.8% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 24,947 | $280.9 萬 | 1.4% | +508+2.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 25,626 | $272.2 萬 | 1.4% | +1,506+6.2% | 加碼依 20 比 1 拆股換算 | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 32,443 | $246.8 萬 | 1.2% | +705+2.2% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 35,355 | $236.5 萬 | 1.2% | +4,565+14.8% | 加碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 20,442 | $232.4 萬 | 1.2% | −128−0.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 15,175 | $230.0 萬 | 1.2% | +1,094+7.8% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 27,237 | $228.5 萬 | 1.2% | +341+1.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 48,621 | $225.5 萬 | 1.1% | −1,883−3.7% | 減碼 | – |
| VVisa Inc. | Stock | 11,128 | $219.1 萬 | 1.1% | +10.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 5,789 | $211.9 萬 | 1.1% | +237+4.3% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 15,794 | $207.1 萬 | 1.0% | −555−3.4% | 減碼 | – |
| EWEdwards Lifesciences Corp | Stock | 20,537 | $195.3 萬 | 1.0% | +461+2.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 14,021 | $188.2 萬 | 0.9% | −8,910−38.9% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 20,249 | $187.1 萬 | 0.9% | −1,912−8.6% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 3,377 | $183.5 萬 | 0.9% | −57−1.7% | 減碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 10,092 | $183.4 萬 | 0.9% | +1,376+15.8% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 15,648 | $178.2 萬 | 0.9% | +797+5.4% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 17,715 | $175.6 萬 | 0.9% | −1,138−6.0% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 17,030 | $171.0 萬 | 0.9% | +522+3.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,863 | $167.2 萬 | 0.8% | +90+1.0% | 加碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 93,766 | $163.8 萬 | 0.8% | +300.0% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 9,960 | $160.6 萬 | 0.8% | −2,089−17.3% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 11,903 | $157.0 萬 | 0.8% | +140+1.2% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 34,364 | $153.0 萬 | 0.8% | −22−0.1% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 6,207 | $146.2 萬 | 0.7% | +35+0.6% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 28,591 | $146.0 萬 | 0.7% | −762−2.6% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 32,228 | $142.3 萬 | 0.7% | −120−0.4% | 減碼 | – |
| iShares Tr464289883 | CORE 30 70 ETF | 40,754 | $140.9 萬 | 0.7% | −6,465−13.7% | 減碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 21,971 | $140.8 萬 | 0.7% | +164+0.8% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 27,505 | $139.6 萬 | 0.7% | −319−1.1% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 7,876 | $138.7 萬 | 0.7% | +433+5.8% | 加碼 | – |
| ORealty Income Corp | REIT | 20,177 | $137.7 萬 | 0.7% | −125−0.6% | 減碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 75,528 | $135.4 萬 | 0.7% | −1,490−1.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 6,711 | $134.7 萬 | 0.7% | +455+7.3% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 20,602 | $131.3 萬 | 0.7% | −260−1.2% | 減碼 | – |
| WELLWelltower Inc. | REIT | 15,600 | $128.5 萬 | 0.6% | −36−0.2% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 17,659 | $127.5 萬 | 0.6% | +116+0.7% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 39,055 | $122.8 萬 | 0.6% | −1,049−2.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U109 | TCW SECURITIZED | 53,585 | $121.8 萬 | 0.6% | +8,661+19.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,266 | $116.5 萬 | 0.6% | +343+8.7% | 加碼 | 歷史 |
| DBX ETF Tr233051101 | XTRACK MSCI EMRG | 49,980 | $111.9 萬 | 0.6% | +2,028+4.2% | 加碼 | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 28,485 | $111.0 萬 | 0.6% | −125−0.4% | 減碼 | – |
| BXBlackstone Inc. | COM | 12,158 | $110.9 萬 | 0.6% | −762−5.9% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 4,366 | $103.3 萬 | 0.5% | +440+11.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,091 | $100.2 萬 | 0.5% | −484−13.5% | 減碼 | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 41,421 | $100.2 萬 | 0.5% | +3,626+9.6% | 加碼 | – |
| CVSCVS Health Corp | Stock | 9,621 | $89.1 萬 | 0.4% | +106+1.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 5,275 | $88.9 萬 | 0.4% | −591−10.1% | 減碼 | 歷史 |
| BABoeing Co | Stock | 6,370 | $87.1 萬 | 0.4% | +1,336+26.5% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 2,884 | $86.4 萬 | 0.4% | +1,625+129.1% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 12,054 | $86.0 萬 | 0.4% | −656−5.2% | 減碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 17,986 | $84.4 萬 | 0.4% | +140+0.8% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,249 | $82.4 萬 | 0.4% | +486+17.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,686 | $81.8 萬 | 0.4% | +69+1.2% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 19,301 | $80.4 萬 | 0.4% | −7,763−28.7% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 2,929 | $80.3 萬 | 0.4% | +220+8.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,478 | $74.6 萬 | 0.4% | +28+0.6% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,145 | $73.8 萬 | 0.4% | −16−0.3% | 減碼 | – |
| iShares Tr464288752 | US HOME CONS ETF | 13,720 | $72.0 萬 | 0.4% | −485−3.4% | 減碼 | – |
| DOWDow Inc. | Stock | 13,864 | $71.6 萬 | 0.4% | −107−0.8% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 11,370 | $71.5 萬 | 0.4% | −317−2.7% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 9,445 | $71.3 萬 | 0.4% | −655−6.5% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 17,407 | $71.0 萬 | 0.4% | +405+2.4% | 加碼 | – |
| MAMastercard Inc | Stock | 2,228 | $70.3 萬 | 0.4% | −58−2.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,941 | $70.0 萬 | 0.4% | +27+0.7% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 33,401 | $70.0 萬 | 0.4% | +482+1.5% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 56,030 | $69.1 萬 | 0.3% | +670+1.2% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,928 | $66.2 萬 | 0.3% | +513+21.2% | 加碼 | – |
| WMWaste Management Inc | Stock | 4,311 | $66.0 萬 | 0.3% | +4,311 | 新進 | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 68,859 | $65.6 萬 | 0.3% | −150−0.2% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 17,391 | $62.2 萬 | 0.3% | +702+4.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,208 | $60.9 萬 | 0.3% | +172+4.3% | 加碼 | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 12,877 | $59.1 萬 | 0.3% | −2,309−15.2% | 減碼 | – |
| KMIKinder Morgan, Inc. | Stock | 34,531 | $57.9 萬 | 0.3% | +1,144+3.4% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 23,598 | $56.4 萬 | 0.3% | +4,445+23.2% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,420 | $56.2 萬 | 0.3% | −42−0.9% | 減碼 | – |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 6,832 | $56.1 萬 | 0.3% | −215−3.1% | 減碼 | – |
| BACBank of America Corp | Stock | 17,919 | $55.8 萬 | 0.3% | +130+0.7% | 加碼 | 歷史 |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 29,609 | $55.3 萬 | 0.3% | +660+2.3% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,465 | $54.9 萬 | 0.3% | +56+0.6% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 2,920 | $53.3 萬 | 0.3% | +63+2.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 9,937 | $52.1 萬 | 0.3% | +99+1.0% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 21,192 | $51.6 萬 | 0.3% | −80−0.4% | 減碼 | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 47,173 | $51.1 萬 | 0.3% | −3,543−7.0% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 9,222 | $51.0 萬 | 0.3% | +80+0.9% | 加碼 | 歷史 |
2022 年第 1 季之後清倉（30 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SHWSherwin Williams Co | COM | 2,232 | $55.7 萬 | 0.2% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,153 | $36.5 萬 | 0.2% | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 7,042 | $33.3 萬 | 0.1% | – |
| NUVNuveen Municipal Value Fund Inc | COM | 31,150 | $29.8 萬 | 0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 3,862 | $28.6 萬 | 0.1% | – |
| iShares Tr46435G474 | FALN ANGLS USD | 10,266 | $28.5 萬 | 0.1% | – |
| iShares Tr464288588 | MBS ETF | 2,722 | $27.7 萬 | 0.1% | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,486 | $26.7 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V530 | NASDAQ INTERNT | 1,560 | $26.4 萬 | 0.1% | – |
| DALDelta Air Lines, Inc. | COM NEW | 6,675 | $26.4 萬 | 0.1% | 歷史 |
| FEFirstenergy Corp | COM | 5,617 | $25.8 萬 | 0.1% | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 4,060 | $24.6 萬 | 0.1% | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 920 | $23.5 萬 | 0.1% | – |
| MMM3M Co | Stock | 1,560 | $23.2 萬 | 0.1% | 歷史 |
| OKEONEOK Inc | COM | 3,277 | $23.1 萬 | 0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 1,112 | $22.5 萬 | 0.1% | 歷史 |
| CCitigroup Inc | Stock | 4,173 | $22.3 萬 | 0.1% | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,898 | $22.2 萬 | 0.1% | – |
| ASANAsana, Inc. | CL A | 5,500 | $22.0 萬 | 0.1% | 歷史 |
| TSLATesla, Inc. | Stock | 201 | $21.7 萬 | 0.1% | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,209 | $21.3 萬 | 0.1% | – |
| LINLinde PLC | SHS | 666 | $21.3 萬 | 0.1% | 歷史 |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 4,373 | $21.2 萬 | 0.1% | – |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 7,248 | $21.0 萬 | 0.1% | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 4,212 | $20.6 萬 | 0.1% | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 999 | $20.3 萬 | 0.1% | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 2,985 | $20.2 萬 | 0.1% | – |
| UBERUber Technologies, Inc | Stock | 5,638 | $20.1 萬 | 0.1% | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 743 | $20.0 萬 | 0.1% | – |
| AALAmerican Airlines Group Inc. | Stock | 10,032 | $18.3 萬 | 0.1% | 歷史 |