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 |
|---|---|---|---|---|---|---|---|
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 105,334 | $284.3 萬 | 1.4% | −2,394−2.2% | 減碼 | – |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 32,377 | $288.5 萬 | 1.5% | +1,506+4.9% | 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 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 60,191 | $321.4 萬 | 1.6% | +599+1.0% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 6,768 | $326.6 萬 | 1.6% | −140−2.0% | 減碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 126,326 | $412.2 萬 | 2.1% | −1,691−1.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 114,114 | $455.4 萬 | 2.3% | +1,336+1.2% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 8,917 | $458.0 萬 | 2.3% | +31+0.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,197 | $478.7 萬 | 2.4% | +15+0.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 20,759 | $533.2 萬 | 2.7% | +183+0.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 41,393 | $565.9 萬 | 2.9% | −3,305−7.4% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 60,981 | $620.2 萬 | 3.1% | −893−1.4% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 22,726 | $637.0 萬 | 3.2% | −1,970−8.0% | 減碼 | – |
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 |