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 |
|---|---|---|---|---|---|---|---|
| iShares Tips Bond ETF464287176 | ETF | 4,718 | $50.7 萬 | 0.2% | −631−11.8% | 減碼 | – |
| OKEONEOK Inc | COM | 7,327 | $51.5 萬 | 0.2% | −150−2.0% | 減碼 | 歷史 |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 31,971 | $52.1 萬 | 0.2% | +332+1.0% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,101 | $52.6 萬 | 0.2% | +318+40.6% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 5,486 | $52.7 萬 | 0.2% | −140−2.5% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,358 | $52.8 萬 | 0.2% | +496+17.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 5,589 | $53.6 萬 | 0.2% | −61−1.1% | 減碼 | – |
| MNSTMonster Beverage Corp | COM | 9,381 | $54.0 萬 | 0.2% | +2,486+36.1% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,756 | $54.6 萬 | 0.2% | +249+16.5% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,880 | $55.4 萬 | 0.2% | +2,415+44.2% | 加碼 | – |
| ROPRoper Technologies Inc | Stock | 1,018 | $55.5 萬 | 0.2% | +229+29.0% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,389 | $55.6 萬 | 0.2% | +8+0.3% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 21,239 | $56.0 萬 | 0.2% | −218−1.0% | 減碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 997 | $57.4 萬 | 0.2% | 00.0% | 不變 | – |
| ZTSZoetis Inc. | Stock | 2,926 | $57.7 萬 | 0.2% | +726+33.0% | 加碼 | 歷史 |
| SNASnap-on Inc | COM | 2,054 | $59.3 萬 | 0.2% | +19+0.9% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 33,931 | $59.9 萬 | 0.2% | +363+1.1% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 12,251 | $60.0 萬 | 0.2% | +2,655+27.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,068 | $60.7 萬 | 0.2% | −36−0.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,118 | $61.2 萬 | 0.2% | +740+13.8% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 1,536 | $63.1 萬 | 0.2% | +111+7.8% | 加碼 | 歷史 |
| Flagstar Bank, National Association649445103 | COM | 62,156 | $63.6 萬 | 0.2% | +6,526+11.7% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 5,795 | $64.1 萬 | 0.2% | +814+16.3% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,472 | $64.3 萬 | 0.2% | +457+45.0% | 加碼 | – |
| NXPINXP Semiconductors N.V. | COM | 2,824 | $64.9 萬 | 0.2% | +740+35.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,633 | $65.3 萬 | 0.2% | +827+21.7% | 加碼 | 歷史 |
| BABoeing Co | Stock | 2,515 | $65.6 萬 | 0.2% | −202−7.4% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,271 | $65.7 萬 | 0.2% | −59−1.8% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 4,574 | $66.2 萬 | 0.3% | +903+24.6% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,311 | $67.0 萬 | 0.3% | −1,177−6.7% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,537 | $68.1 萬 | 0.3% | +123+3.6% | 加碼 | – |
| EPREpr Properties | COM SH BEN INT | 14,305 | $69.3 萬 | 0.3% | −77−0.5% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,713 | $69.7 萬 | 0.3% | +338+24.6% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 13,284 | $72.8 萬 | 0.3% | −833−5.9% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 8,646 | $73.8 萬 | 0.3% | +101+1.2% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 8,075 | $76.0 萬 | 0.3% | +338+4.4% | 加碼 | – |
| CATCaterpillar Inc | Stock | 2,604 | $77.0 萬 | 0.3% | +2,604 | 新進 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,126 | $77.1 萬 | 0.3% | +1,221+13.7% | 加碼 | – |
| DEDeere & Co | Stock | 2,004 | $80.1 萬 | 0.3% | +136+7.3% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 16,377 | $82.3 萬 | 0.3% | +2,311+16.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,615 | $88.0 萬 | 0.3% | +368+7.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 15,800 | $88.3 萬 | 0.3% | +1,159+7.9% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,735 | $89.7 萬 | 0.3% | −490−2.5% | 減碼 | – |
| SLBSLB Limited | Stock | 17,388 | $90.5 萬 | 0.3% | +911+5.5% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 6,904 | $91.7 萬 | 0.3% | −2,922−29.7% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 11,232 | $93.2 萬 | 0.4% | +1,528+15.7% | 加碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 22,954 | $96.2 萬 | 0.4% | −2,496−9.8% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 25,625 | $96.6 萬 | 0.4% | −113−0.4% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 5,427 | $97.2 萬 | 0.4% | +193+3.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 5,145 | $98.4 萬 | 0.4% | +110+2.2% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 19,277 | $98.4 萬 | 0.4% | +19,277 | 新進 | – |
| iShares Tr464289883 | CORE 30 70 ETF | 27,345 | $98.9 萬 | 0.4% | −5,130−15.8% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,988 | $103.5 萬 | 0.4% | −7,368−64.9% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 14,559 | $104.9 萬 | 0.4% | −490−3.3% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,156 | $104.9 萬 | 0.4% | +17+0.3% | 加碼 | – |
| SOSouthern Co | Stock | 15,009 | $105.2 萬 | 0.4% | +639+4.4% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,407 | $109.1 萬 | 0.4% | +78+3.3% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 19,545 | $112.2 萬 | 0.4% | −91−0.5% | 減碼 | 歷史 |
| DBX ETF Tr233051101 | XTRACK MSCI EMRG | 48,845 | $112.7 萬 | 0.4% | −1,861−3.7% | 減碼 | – |
| MAMastercard Inc | Stock | 2,695 | $115.0 萬 | 0.4% | +75+2.9% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 26,428 | $115.9 萬 | 0.4% | +1,025+4.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,571 | $119.4 萬 | 0.5% | +4,698+163.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 13,635 | $122.9 萬 | 0.5% | −20,556−60.1% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 29,202 | $123.8 萬 | 0.5% | −192−0.7% | 減碼 | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 30,115 | $125.0 萬 | 0.5% | +850+2.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 49,574 | $131.7 萬 | 0.5% | −2,884−5.5% | 減碼 | – |
| iShares Tr464288752 | US HOME CONS ETF | 12,990 | $132.1 萬 | 0.5% | −200−1.5% | 減碼 | – |
| ORCLOracle Corp | Stock | 12,747 | $134.4 萬 | 0.5% | +5,220+69.4% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 17,405 | $134.9 萬 | 0.5% | −394−2.2% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 40,075 | $134.9 萬 | 0.5% | +443+1.1% | 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 |
| WELLWelltower Inc. | REIT | 16,024 | $144.5 萬 | 0.5% | +3,013+23.2% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 33,106 | $146.2 萬 | 0.6% | −876−2.6% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,969 | $149.0 萬 | 0.6% | +62+0.6% | 加碼 | – |
| BXBlackstone Inc. | COM | 11,681 | $152.9 萬 | 0.6% | +83+0.7% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 15,088 | $153.9 萬 | 0.6% | −770−4.9% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 17,505 | $157.2 萬 | 0.6% | −2,043−10.5% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 43,413 | $158.7 萬 | 0.6% | +2,255+5.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 10,171 | $160.5 萬 | 0.6% | −24−0.2% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 3,026 | $160.6 萬 | 0.6% | +173+6.1% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 81,273 | $162.8 萬 | 0.6% | +369+0.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,599 | $164.0 萬 | 0.6% | −65−1.4% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 6,945 | $174.1 萬 | 0.7% | −175−2.5% | 減碼 | – |
| EWEdwards Lifesciences Corp | Stock | 23,487 | $179.1 萬 | 0.7% | +2,729+13.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,596 | $180.2 萬 | 0.7% | −267−3.4% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 2,801 | $184.9 萬 | 0.7% | +240+9.4% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 37,863 | $190.4 萬 | 0.7% | +8,870+30.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 43,284 | $193.1 萬 | 0.7% | −70.0% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 51,430 | $193.4 萬 | 0.7% | −560−1.1% | 減碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 25,312 | $203.8 萬 | 0.8% | −1,293−4.9% | 減碼 | – |
| ALGNAlign Technology Inc | COM | 7,503 | $205.6 萬 | 0.8% | +823+12.3% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 38,073 | $209.3 萬 | 0.8% | +31,761+503.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 32,547 | $211.8 萬 | 0.8% | +27,799+585.5% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,611 | $212.3 萬 | 0.8% | −193−1.0% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 47,761 | $219.9 萬 | 0.8% | +952+2.0% | 加碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 41,098 | $223.1 萬 | 0.8% | −1,349−3.2% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 4,025 | $234.6 萬 | 0.9% | −5−0.1% | 減碼 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 136,316 | $236.4 萬 | 0.9% | +2,149+1.6% | 加碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 23,257 | $236.7 萬 | 0.9% | −2,053−8.1% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 7,891 | $266.2 萬 | 1.0% | −1,061−11.9% | 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 |