RDA Financial Network
- SEC CIK
- 0001774086
- 最新申報
- 2026/7/6
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/12 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 221
- 較 2022 年第 4 季 +8
- 總值
- $2.19 億
- 較 2022 年第 4 季 +$2,033 萬 (+10.2%)
| 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 | 23,267 | $746.7 萬 | 3.4% | +237+1.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 41,525 | $684.7 萬 | 3.1% | −482−1.1% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 60,943 | $642.9 萬 | 2.9% | +467+0.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 20,767 | $598.7 萬 | 2.7% | +130+0.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 46,069 | $477.9 萬 | 2.2% | +1,437+3.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 107,521 | $408.6 萬 | 1.9% | −4,958−4.4% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 122,836 | $399.1 萬 | 1.8% | −3,743−3.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 13,801 | $383.4 萬 | 1.7% | −267−1.9% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 37,239 | $369.5 萬 | 1.7% | −356−0.9% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 7,544 | $356.5 萬 | 1.6% | +276+3.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 25,659 | $334.4 萬 | 1.5% | +347+1.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 80,745 | $328.8 萬 | 1.5% | −3,437−4.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 31,076 | $321.0 萬 | 1.5% | +2,303+8.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,909 | $314.9 萬 | 1.4% | −100−2.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 13,189 | $297.4 萬 | 1.4% | +280+2.2% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,796 | $295.1 萬 | 1.3% | −73−0.6% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 39,429 | $290.9 萬 | 1.3% | −620−1.5% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 6,321 | $290.6 萬 | 1.3% | +64+1.0% | 加碼 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 57,275 | $288.7 萬 | 1.3% | −1,986−3.4% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 13,598 | $288.2 萬 | 1.3% | −204−1.5% | 減碼 | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 34,569 | $278.3 萬 | 1.3% | −470−1.3% | 減碼 | – |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 107,442 | $274.5 萬 | 1.3% | −2,607−2.4% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 6,816 | $262.7 萬 | 1.2% | +135+2.0% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 27,123 | $247.3 萬 | 1.1% | −588−2.1% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 12,001 | $245.4 萬 | 1.1% | −197−1.6% | 減碼 | – |
| ALGNAlign Technology Inc | COM | 7,058 | $235.8 萬 | 1.1% | −63−0.9% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 21,024 | $208.7 萬 | 1.0% | +80.0% | 加碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 20,326 | $207.7 萬 | 0.9% | +478+2.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 7,933 | $202.7 萬 | 0.9% | +307+4.0% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 13,788 | $199.4 萬 | 0.9% | −143−1.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 43,587 | $196.4 萬 | 0.9% | −178−0.4% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 20,261 | $195.9 萬 | 0.9% | −329−1.6% | 減碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 38,210 | $192.5 萬 | 0.9% | +38,210 | 新進 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 111,363 | $191.0 萬 | 0.9% | +7,144+6.9% | 加碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 27,051 | $189.5 萬 | 0.9% | −73−0.3% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 16,509 | $182.4 萬 | 0.8% | +16,509 | 新進 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 18,120 | $182.3 萬 | 0.8% | +18,120 | 新進 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 16,543 | $168.2 萬 | 0.8% | +400+2.5% | 加碼 | – |
| EWEdwards Lifesciences Corp | Stock | 20,130 | $166.5 萬 | 0.8% | +714+3.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,805 | $161.7 萬 | 0.7% | +16+0.6% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 21,430 | $158.2 萬 | 0.7% | +710+3.4% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 6,600 | $157.4 萬 | 0.7% | +98+1.5% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 4,510 | $154.9 萬 | 0.7% | +276+6.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,559 | $154.3 萬 | 0.7% | +266+3.6% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 47,165 | $151.6 萬 | 0.7% | +6,110+14.9% | 加碼 | – |
| ARCCAres Capital Corp | CEF | 81,892 | $149.7 萬 | 0.7% | +1,800+2.2% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,749 | $148.5 萬 | 0.7% | +181+1.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 34,719 | $147.0 萬 | 0.7% | −592−1.7% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 29,620 | $146.6 萬 | 0.7% | +498+1.7% | 加碼 | – |
| DEDeere & Co | Stock | 3,499 | $144.5 萬 | 0.7% | −15−0.4% | 減碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 18,950 | $140.3 萬 | 0.6% | +50.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,357 | $134.5 萬 | 0.6% | −10−0.2% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 31,118 | $131.3 萬 | 0.6% | −995−3.1% | 減碼 | – |
| ORealty Income Corp | REIT | 20,017 | $126.7 萬 | 0.6% | −147−0.7% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 16,637 | $124.3 萬 | 0.6% | −450−2.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 52,723 | $123.7 萬 | 0.6% | −649−1.2% | 減碼 | – |
| iShares Tr464289883 | CORE 30 70 ETF | 34,873 | $121.9 萬 | 0.6% | +369+1.1% | 加碼 | – |
| DBX ETF Tr233051101 | XTRACK MSCI EMRG | 50,991 | $113.7 萬 | 0.5% | −1,113−2.1% | 減碼 | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 27,535 | $109.8 萬 | 0.5% | −850−3.0% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 30,912 | $109.6 萬 | 0.5% | +8,447+37.6% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 2,255 | $106.6 萬 | 0.5% | +45+2.0% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 25,687 | $106.5 萬 | 0.5% | +409+1.6% | 加碼 | – |
| BXBlackstone Inc. | COM | 11,813 | $103.8 萬 | 0.5% | −570−4.6% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 26,399 | $102.7 萬 | 0.5% | −2,274−7.9% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 5,446 | $99.8 萬 | 0.5% | −116−2.1% | 減碼 | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 112,059 | $97.7 萬 | 0.4% | +21,200+23.3% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 13,515 | $96.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 8,685 | $95.8 萬 | 0.4% | −840−8.8% | 減碼 | – |
| MAMastercard Inc | Stock | 2,622 | $95.3 萬 | 0.4% | +30+1.2% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 13,653 | $95.0 萬 | 0.4% | +463+3.5% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,163 | $94.9 萬 | 0.4% | +85+1.4% | 加碼 | – |
| iShares Tr464288752 | US HOME CONS ETF | 13,395 | $94.2 萬 | 0.4% | −50−0.4% | 減碼 | – |
| FISVFiserv Inc | Stock | 8,291 | $93.7 萬 | 0.4% | +603+7.8% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,696 | $93.1 萬 | 0.4% | −31−0.8% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,973 | $90.7 萬 | 0.4% | +219+4.6% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 10,421 | $89.1 萬 | 0.4% | +326+3.2% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 19,307 | $87.2 萬 | 0.4% | +1,196+6.6% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 5,623 | $87.2 萬 | 0.4% | +257+4.8% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 13,809 | $85.7 萬 | 0.4% | +530+4.0% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 17,212 | $84.5 萬 | 0.4% | +434+2.6% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 11,033 | $82.0 萬 | 0.4% | +459+4.3% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 5,021 | $81.9 萬 | 0.4% | +178+3.7% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 14,638 | $80.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 19,625 | $79.3 萬 | 0.4% | +955+5.1% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 7,761 | $73.5 萬 | 0.3% | +3,022+63.8% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 10,993 | $71.6 萬 | 0.3% | −1,796−14.0% | 減碼 | – |
| CVXChevron Corp | Stock | 4,026 | $65.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 33,721 | $64.9 萬 | 0.3% | −87−0.3% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,124 | $63.8 萬 | 0.3% | +283+4.8% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,867 | $63.2 萬 | 0.3% | −2,646−31.1% | 減碼 | – |
| KDPKeurig Dr Pepper Inc. | COM | 17,372 | $61.3 萬 | 0.3% | +1,193+7.4% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 34,263 | $60.0 萬 | 0.3% | +572+1.7% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 12,105 | $56.8 萬 | 0.3% | +3,633+42.9% | 加碼 | – |
| MUMicron Technology Inc | Stock | 9,354 | $56.4 萬 | 0.3% | +241+2.6% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,904 | $56.3 萬 | 0.3% | +38+1.3% | 加碼 | 歷史 |
| BABoeing Co | Stock | 2,647 | $56.2 萬 | 0.3% | +35+1.3% | 加碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 14,532 | $55.4 萬 | 0.3% | −275−1.9% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 11,137 | $53.6 萬 | 0.2% | −388−3.4% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,513 | $53.0 萬 | 0.2% | −78−2.2% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 20,307 | $52.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2022 年第 4 季之後清倉（11 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,936 | $33.4 萬 | 0.2% | – |
| COPConocoPhillips | Stock | 2,104 | $24.8 萬 | 0.1% | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 2,870 | $23.3 萬 | 0.1% | – |
| OKEONEOK Inc | COM | 3,442 | $22.6 萬 | 0.1% | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,258 | $21.6 萬 | 0.1% | – |
| iShares Tr464288877 | EAFE VALUE ETF | 4,676 | $21.5 萬 | 0.1% | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 3,645 | $21.4 萬 | 0.1% | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 4,234 | $20.4 萬 | 0.1% | – |
| FEFirstenergy Corp | COM | 4,822 | $20.2 萬 | 0.1% | 歷史 |
| Nuveen PFD & Incm Securties67072C105 | COM | 17,797 | $12.1 萬 | 0.1% | – |
| CORRCorEnergy Infrastructure Trust, Inc. | COM NEW | 12,800 | $2.68 萬 | <0.1% | 歷史 |