RDA Financial Network
- SEC CIK
- 0001774086
- 最新申報
- 2026/7/6
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/10 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 213
- 較 2022 年第 3 季 +14
- 總值
- $1.99 億
- 較 2022 年第 3 季 +$1,570 萬 (+8.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 60,476 | $654.4 萬 | 3.3% | −474−0.8% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 23,030 | $613.2 萬 | 3.1% | +15+0.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 42,007 | $545.8 萬 | 2.7% | +533+1.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 20,637 | $494.9 萬 | 2.5% | −314−1.5% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 112,479 | $445.2 萬 | 2.2% | −770−0.7% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 126,579 | $402.9 萬 | 2.0% | −93−0.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 44,632 | $393.8 萬 | 2.0% | −764−1.7% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,268 | $385.3 萬 | 1.9% | −2,239−23.6% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 37,595 | $364.5 萬 | 1.8% | +11,061+41.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 25,312 | $339.4 萬 | 1.7% | −80.0% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 84,182 | $327.4 萬 | 1.6% | +616+0.7% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 6,257 | $321.0 萬 | 1.6% | −588−8.6% | 減碼 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 59,261 | $293.0 萬 | 1.5% | +219+0.4% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,869 | $287.1 萬 | 1.4% | +8,840+291.8% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 40,049 | $282.9 萬 | 1.4% | +4,014+11.1% | 加碼 | – |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 35,039 | $280.6 萬 | 1.4% | +2,309+7.1% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 5,009 | $280.1 萬 | 1.4% | −653−11.5% | 減碼 | 歷史 |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 110,049 | $269.1 萬 | 1.4% | +3,974+3.7% | 加碼 | – |
| VVisa Inc. | Stock | 12,909 | $268.2 萬 | 1.3% | −87−0.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 28,773 | $241.7 萬 | 1.2% | +2,174+8.2% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 27,711 | $235.2 萬 | 1.2% | +55+0.2% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 6,681 | $224.8 萬 | 1.1% | +719+12.1% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 12,198 | $209.9 萬 | 1.1% | +1,802+17.3% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 21,016 | $207.3 萬 | 1.0% | +3,212+18.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 14,068 | $205.6 萬 | 1.0% | +976+7.5% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 7,626 | $202.4 萬 | 1.0% | +492+6.9% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 13,931 | $196.8 萬 | 1.0% | +187+1.4% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 20,590 | $194.9 萬 | 1.0% | +64+0.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 43,765 | $192.2 萬 | 1.0% | −5,405−11.0% | 減碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 19,848 | $174.8 萬 | 0.9% | −603−2.9% | 減碼 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 27,124 | $173.7 萬 | 0.9% | +4,950+22.3% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 16,143 | $168.3 萬 | 0.8% | −727−4.3% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 13,802 | $166.1 萬 | 0.8% | +3,337+31.9% | 加碼 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 104,219 | $165.8 萬 | 0.8% | +6,921+7.1% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 6,502 | $161.3 萬 | 0.8% | +245+3.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 35,311 | $157.7 萬 | 0.8% | +709+2.0% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 4,234 | $154.9 萬 | 0.8% | +1,018+31.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,789 | $153.6 萬 | 0.8% | −525−15.8% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 3,514 | $150.6 萬 | 0.8% | +414+13.4% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 7,121 | $150.2 萬 | 0.8% | +2,451+52.5% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,568 | $148.3 萬 | 0.7% | −590−5.3% | 減碼 | – |
| ARCCAres Capital Corp | CEF | 80,092 | $147.9 萬 | 0.7% | +2,897+3.8% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 19,416 | $144.9 萬 | 0.7% | −1,305−6.3% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 29,122 | $143.5 萬 | 0.7% | +29,122 | 新進 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 18,945 | $141.2 萬 | 0.7% | +18,945 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 32,113 | $140.8 萬 | 0.7% | −35−0.1% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 41,055 | $140.4 萬 | 0.7% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,293 | $139.4 萬 | 0.7% | −8−0.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,367 | $134.9 萬 | 0.7% | +110+2.6% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 20,720 | $134.5 萬 | 0.7% | 00.0% | 不變 | – |
| ORealty Income Corp | REIT | 20,164 | $127.9 萬 | 0.6% | −72−0.4% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 17,087 | $127.4 萬 | 0.6% | −193−1.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 53,372 | $118.5 萬 | 0.6% | +53,372 | 新進 | – |
| iShares Tr464289883 | CORE 30 70 ETF | 34,504 | $116.0 萬 | 0.6% | −3,950−10.3% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 28,673 | $113.0 萬 | 0.6% | +512+1.8% | 加碼 | 歷史 |
| DBX ETF Tr233051101 | XTRACK MSCI EMRG | 52,104 | $111.6 萬 | 0.6% | +1,299+2.6% | 加碼 | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 28,385 | $107.9 萬 | 0.5% | 00.0% | 不變 | – |
| LMTLockheed Martin Corp | Stock | 2,210 | $107.5 萬 | 0.5% | +90+4.2% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 25,278 | $103.4 萬 | 0.5% | +25,278 | 新進 | – |
| iShares Tips Bond ETF464287176 | ETF | 9,525 | $101.4 萬 | 0.5% | −6,069−38.9% | 減碼 | – |
| DHRDanaher Corp | Stock | 3,727 | $98.9 萬 | 0.5% | +166+4.7% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 10,574 | $98.5 萬 | 0.5% | +129+1.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,366 | $94.8 萬 | 0.5% | +1,441+36.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 5,562 | $94.4 萬 | 0.5% | +231+4.3% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 13,190 | $94.2 萬 | 0.5% | +761+6.1% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,078 | $92.3 萬 | 0.5% | +608+11.1% | 加碼 | – |
| BXBlackstone Inc. | COM | 12,383 | $91.9 萬 | 0.5% | +145+1.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,592 | $90.1 萬 | 0.5% | +195+8.1% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,513 | $89.8 萬 | 0.5% | −602−6.6% | 減碼 | – |
| SLBSLB Limited | Stock | 16,778 | $89.7 萬 | 0.5% | −2,794−14.3% | 減碼 | 歷史 |
| WELLWelltower Inc. | REIT | 13,515 | $88.6 萬 | 0.4% | −2,306−14.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,754 | $85.9 萬 | 0.4% | +25+0.5% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 10,095 | $84.6 萬 | 0.4% | +50.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 13,279 | $84.5 萬 | 0.4% | +692+5.5% | 加碼 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 13,445 | $81.5 萬 | 0.4% | −275−2.0% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 22,465 | $80.6 萬 | 0.4% | +22,465 | 新進 | – |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 90,859 | $79.4 萬 | 0.4% | +17,500+23.9% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 7,688 | $77.7 萬 | 0.4% | +7,688 | 新進 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,111 | $76.0 萬 | 0.4% | +781+4.5% | 加碼 | – |
| WMWaste Management Inc | Stock | 4,843 | $76.0 萬 | 0.4% | +121+2.6% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 14,638 | $73.8 萬 | 0.4% | +125+0.9% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,670 | $72.8 萬 | 0.4% | −439−2.3% | 減碼 | – |
| CVXChevron Corp | Stock | 4,026 | $72.3 萬 | 0.4% | −128−3.1% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 12,789 | $71.1 萬 | 0.4% | +1,416+12.5% | 加碼 | – |
| TAT&T Inc. | Stock | 33,808 | $62.2 萬 | 0.3% | −328−1.0% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 33,691 | $60.9 萬 | 0.3% | −871−2.5% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 5,841 | $57.9 萬 | 0.3% | −106−1.8% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 17,440 | $57.8 萬 | 0.3% | −540−3.0% | 減碼 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 16,179 | $57.7 萬 | 0.3% | +1,803+12.5% | 加碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 14,807 | $55.9 萬 | 0.3% | +591+4.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 6,719 | $52.9 萬 | 0.3% | −113−1.7% | 減碼 | – |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 30,839 | $52.0 萬 | 0.3% | −54−0.2% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 11,525 | $51.8 萬 | 0.3% | +418+3.8% | 加碼 | – |
| PFEPfizer Inc | Stock | 10,091 | $51.7 萬 | 0.3% | +122+1.2% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 44,700 | $50.0 萬 | 0.3% | −8,760−16.4% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 2,866 | $49.8 萬 | 0.3% | −50−1.7% | 減碼 | 歷史 |
| BABoeing Co | Stock | 2,612 | $49.8 萬 | 0.3% | −473−15.3% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 20,307 | $49.0 萬 | 0.2% | −831−3.9% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,390 | $48.7 萬 | 0.2% | +126+5.6% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,323 | $47.7 萬 | 0.2% | −69−1.6% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（16 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPDR Series Trust78468R770 | ST STR R1K YLD | 31,584 | $263.2 萬 | 1.4% | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 16,112 | $204.8 萬 | 1.1% | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 29,242 | $141.2 萬 | 0.8% | – |
| First Tr Exchng Traded FD VI33740U109 | TCW SECURITIZED | 54,716 | $117.5 萬 | 0.6% | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 42,267 | $89.9 萬 | 0.5% | – |
| FBCFlagstar Bancorp Inc | COM PAR .001 | 12,985 | $43.4 萬 | 0.2% | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,800 | $28.7 萬 | 0.2% | – |
| TGTTarget Corp | Stock | 1,811 | $26.9 萬 | 0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,920 | $25.1 萬 | 0.1% | 歷史 |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 5,449 | $25.0 萬 | 0.1% | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 4,545 | $22.3 萬 | 0.1% | – |
| NTRNutrien Ltd. | COM | 2,675 | $22.3 萬 | 0.1% | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,345 | $22.1 萬 | 0.1% | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 3,462 | $21.4 萬 | 0.1% | – |
| NNNNNN REIT, Inc. | REIT | 5,040 | $20.1 萬 | 0.1% | 歷史 |
| BlackRock Corpor Hi Yld FD I09255L114 | RIGHT 10/13/2022 | 73,359 | $0 | 0.0% | – |