RDA Financial Network
- SEC CIK
- 0001774086
- 最新申報
- 2026/7/6
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/12 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 226
- 較 2023 年第 3 季 +7
- 總值
- $2.64 億
- 較 2023 年第 3 季 +$3,289 萬 (+14.2%)
| 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 | 21,273 | $871.2 萬 | 3.3% | −724−3.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 22,268 | $837.4 萬 | 3.2% | +477+2.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 41,826 | $805.3 萬 | 3.1% | +90.0% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 58,598 | $654.1 萬 | 2.5% | −172−0.3% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 45,498 | $635.6 萬 | 2.4% | +624+1.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,173 | $577.4 萬 | 2.2% | +9+0.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 11,267 | $558.0 萬 | 2.1% | −645−5.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 30,505 | $518.9 萬 | 2.0% | +400+1.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 33,597 | $510.5 萬 | 1.9% | +1,472+4.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 12,250 | $433.6 萬 | 1.6% | −321−2.6% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 7,251 | $432.6 萬 | 1.6% | +826+12.9% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 48,205 | $409.1 萬 | 1.6% | +25,120+108.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 104,336 | $408.9 萬 | 1.5% | −753−0.7% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 7,725 | $406.7 萬 | 1.5% | +1,721+28.7% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 85,683 | $399.5 萬 | 1.5% | −190.0% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 40,027 | $394.6 萬 | 1.5% | −1,931−4.6% | 減碼 | – |
| VVisa Inc. | Stock | 14,895 | $387.8 萬 | 1.5% | +1,179+8.6% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 117,177 | $384.7 萬 | 1.5% | −1,928−1.6% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,837 | $328.1 萬 | 1.2% | −82−0.7% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 6,456 | $304.4 萬 | 1.2% | +7+0.1% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 36,055 | $304.1 萬 | 1.2% | −1,814−4.8% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 32,289 | $295.1 萬 | 1.1% | +20,347+170.4% | 加碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 57,559 | $291.4 萬 | 1.1% | −159−0.3% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 28,347 | $284.2 萬 | 1.1% | +803+2.9% | 加碼 | – |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 104,111 | $276.5 萬 | 1.0% | −1,533−1.5% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 25,068 | $276.1 萬 | 1.0% | −72−0.3% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 7,891 | $266.2 萬 | 1.0% | −1,061−11.9% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 23,257 | $236.7 萬 | 0.9% | −2,053−8.1% | 減碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 136,316 | $236.4 萬 | 0.9% | +2,149+1.6% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 4,025 | $234.6 萬 | 0.9% | −5−0.1% | 減碼 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 41,098 | $223.1 萬 | 0.8% | −1,349−3.2% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 47,761 | $219.9 萬 | 0.8% | +952+2.0% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,611 | $212.3 萬 | 0.8% | −193−1.0% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 32,547 | $211.8 萬 | 0.8% | +27,799+585.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 38,073 | $209.3 萬 | 0.8% | +31,761+503.2% | 加碼 | – |
| ALGNAlign Technology Inc | COM | 7,503 | $205.6 萬 | 0.8% | +823+12.3% | 加碼 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 25,312 | $203.8 萬 | 0.8% | −1,293−4.9% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 51,430 | $193.4 萬 | 0.7% | −560−1.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 43,284 | $193.1 萬 | 0.7% | −70.0% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 37,863 | $190.4 萬 | 0.7% | +8,870+30.6% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 2,801 | $184.9 萬 | 0.7% | +240+9.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,596 | $180.2 萬 | 0.7% | −267−3.4% | 減碼 | – |
| EWEdwards Lifesciences Corp | Stock | 23,487 | $179.1 萬 | 0.7% | +2,729+13.1% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 6,945 | $174.1 萬 | 0.7% | −175−2.5% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,599 | $164.0 萬 | 0.6% | −65−1.4% | 減碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 81,273 | $162.8 萬 | 0.6% | +369+0.5% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,026 | $160.6 萬 | 0.6% | +173+6.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 10,171 | $160.5 萬 | 0.6% | −24−0.2% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 43,413 | $158.7 萬 | 0.6% | +2,255+5.5% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 17,505 | $157.2 萬 | 0.6% | −2,043−10.5% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 15,088 | $153.9 萬 | 0.6% | −770−4.9% | 減碼 | – |
| BXBlackstone Inc. | COM | 11,681 | $152.9 萬 | 0.6% | +83+0.7% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,969 | $149.0 萬 | 0.6% | +62+0.6% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 33,106 | $146.2 萬 | 0.6% | −876−2.6% | 減碼 | – |
| WELLWelltower Inc. | REIT | 16,024 | $144.5 萬 | 0.5% | +3,013+23.2% | 加碼 | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 152,559 | $143.9 萬 | 0.5% | +2,050+1.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 40,075 | $134.9 萬 | 0.5% | +443+1.1% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 17,405 | $134.9 萬 | 0.5% | −394−2.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 12,747 | $134.4 萬 | 0.5% | +5,220+69.4% | 加碼 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 12,990 | $132.1 萬 | 0.5% | −200−1.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 49,574 | $131.7 萬 | 0.5% | −2,884−5.5% | 減碼 | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 30,115 | $125.0 萬 | 0.5% | +850+2.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 29,202 | $123.8 萬 | 0.5% | −192−0.7% | 減碼 | – |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 13,635 | $122.9 萬 | 0.5% | −20,556−60.1% | 減碼 | – |
| WMTWalmart Inc. | Stock | 7,571 | $119.4 萬 | 0.5% | +4,698+163.5% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 26,428 | $115.9 萬 | 0.4% | +1,025+4.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,695 | $115.0 萬 | 0.4% | +75+2.9% | 加碼 | 歷史 |
| DBX ETF Tr233051101 | XTRACK MSCI EMRG | 48,845 | $112.7 萬 | 0.4% | −1,861−3.7% | 減碼 | – |
| ORealty Income Corp | REIT | 19,545 | $112.2 萬 | 0.4% | −91−0.5% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,407 | $109.1 萬 | 0.4% | +78+3.3% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 15,009 | $105.2 萬 | 0.4% | +639+4.4% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,156 | $104.9 萬 | 0.4% | +17+0.3% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 14,559 | $104.9 萬 | 0.4% | −490−3.3% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,988 | $103.5 萬 | 0.4% | −7,368−64.9% | 減碼 | – |
| iShares Tr464289883 | CORE 30 70 ETF | 27,345 | $98.9 萬 | 0.4% | −5,130−15.8% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 19,277 | $98.4 萬 | 0.4% | +19,277 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 5,145 | $98.4 萬 | 0.4% | +110+2.2% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 5,427 | $97.2 萬 | 0.4% | +193+3.7% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 25,625 | $96.6 萬 | 0.4% | −113−0.4% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 22,954 | $96.2 萬 | 0.4% | −2,496−9.8% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 11,232 | $93.2 萬 | 0.4% | +1,528+15.7% | 加碼 | – |
| FISVFiserv Inc | Stock | 6,904 | $91.7 萬 | 0.3% | −2,922−29.7% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 17,388 | $90.5 萬 | 0.3% | +911+5.5% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,735 | $89.7 萬 | 0.3% | −490−2.5% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 15,800 | $88.3 萬 | 0.3% | +1,159+7.9% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 5,615 | $88.0 萬 | 0.3% | +368+7.0% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 16,377 | $82.3 萬 | 0.3% | +2,311+16.4% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 2,004 | $80.1 萬 | 0.3% | +136+7.3% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,126 | $77.1 萬 | 0.3% | +1,221+13.7% | 加碼 | – |
| CATCaterpillar Inc | Stock | 2,604 | $77.0 萬 | 0.3% | +2,604 | 新進 | 歷史 |
| iShares Tr464288588 | MBS ETF | 8,075 | $76.0 萬 | 0.3% | +338+4.4% | 加碼 | – |
| MUMicron Technology Inc | Stock | 8,646 | $73.8 萬 | 0.3% | +101+1.2% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 13,284 | $72.8 萬 | 0.3% | −833−5.9% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,713 | $69.7 萬 | 0.3% | +338+24.6% | 加碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 14,305 | $69.3 萬 | 0.3% | −77−0.5% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,537 | $68.1 萬 | 0.3% | +123+3.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,311 | $67.0 萬 | 0.3% | −1,177−6.7% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 4,574 | $66.2 萬 | 0.3% | +903+24.6% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,271 | $65.7 萬 | 0.2% | −59−1.8% | 減碼 | – |
| BABoeing Co | Stock | 2,515 | $65.6 萬 | 0.2% | −202−7.4% | 減碼 | 歷史 |
2023 年第 3 季之後清倉（11 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NKENIKE, Inc. | Stock | 7,586 | $72.5 萬 | 0.3% | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,097 | $62.5 萬 | 0.3% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,503 | $42.3 萬 | 0.2% | – |
| TSCOTractor Supply Co | COM | 1,418 | $28.8 萬 | 0.1% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3,696 | $27.8 萬 | 0.1% | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 386 | $26.7 萬 | 0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 2,423 | $21.4 萬 | 0.1% | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 3,316 | $21.4 萬 | 0.1% | – |
| PFNPIMCO Income Strategy Fund II | COM | 12,000 | $7.91 萬 | <0.1% | 歷史 |
| MPTMedical Properties Trust Inc | COM | 11,199 | $6.10 萬 | <0.1% | 歷史 |
| NCVVirtus Convertible & Income Fund | COM | 17,403 | $5.41 萬 | <0.1% | 歷史 |