RDA Financial Network
- SEC CIK
- 0001774086
- 最新申報
- 2026/7/6
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/10 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 228
- 較 2024 年第 1 季 +4
- 總值
- $3.05 億
- 較 2024 年第 1 季 +$1,338 萬 (+4.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 24,777 | $1,107 萬 | 3.6% | +2,042+9.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 87,100 | $1,076 萬 | 3.5% | −22,250−20.3% | 減碼依 10 比 1 拆股換算 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 21,753 | $1,042 萬 | 3.4% | +625+3.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 40,786 | $859.0 萬 | 2.8% | +1,124+2.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 46,483 | $846.7 萬 | 2.8% | −77−0.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,005 | $803.6 萬 | 2.6% | −227−4.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 36,734 | $709.9 萬 | 2.3% | +1,558+4.4% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 59,789 | $709.1 萬 | 2.3% | +95+0.2% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 30,690 | $620.7 萬 | 2.0% | −130.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 10,507 | $529.8 萬 | 1.7% | −1,417−11.9% | 減碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 58,945 | $510.5 萬 | 1.7% | +5,125+9.5% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 8,691 | $482.8 萬 | 1.6% | +817+10.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 17,877 | $469.2 萬 | 1.5% | +1,873+11.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,866 | $451.5 萬 | 1.5% | +363+4.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,366 | $395.3 萬 | 1.3% | +17+0.4% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 67,181 | $380.8 萬 | 1.2% | +4,518+7.2% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 37,274 | $370.8 萬 | 1.2% | −3,341−8.2% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 8,167 | $363.3 萬 | 1.2% | +183+2.3% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 6,473 | $350.7 萬 | 1.1% | +7+0.1% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 58,804 | $344.1 萬 | 1.1% | −50.0% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 42,437 | $340.0 萬 | 1.1% | +6,532+18.2% | 加碼 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 6,869 | $322.0 萬 | 1.1% | +4,587+201.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 62,856 | $306.4 萬 | 1.0% | −21,840−25.8% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 34,324 | $302.5 萬 | 1.0% | −927−2.6% | 減碼 | – |
| EWEdwards Lifesciences Corp | Stock | 30,830 | $284.8 萬 | 0.9% | +6,357+26.0% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 30,972 | $284.3 萬 | 0.9% | +3,545+12.9% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,326 | $282.7 萬 | 0.9% | +193+6.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 82,720 | $269.3 萬 | 0.9% | −33,820−29.0% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 64,480 | $259.4 萬 | 0.8% | −38,134−37.2% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 22,257 | $250.2 萬 | 0.8% | −784−3.4% | 減碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 25,871 | $249.9 萬 | 0.8% | +1,285+5.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 38,987 | $249.5 萬 | 0.8% | +27,154+229.5% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 48,676 | $247.7 萬 | 0.8% | +9,536+24.4% | 加碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 139,078 | $245.8 萬 | 0.8% | +3,139+2.3% | 加碼 | – |
| ORCLOracle Corp | Stock | 17,062 | $240.9 萬 | 0.8% | +1,552+10.0% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,089 | $226.1 萬 | 0.7% | +894+28.0% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 49,224 | $221.2 萬 | 0.7% | +1,280+2.7% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 51,616 | $212.2 萬 | 0.7% | +186+0.4% | 加碼 | – |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 73,494 | $208.5 萬 | 0.7% | −30,071−29.0% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 18,681 | $199.3 萬 | 0.7% | −314−1.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 45,275 | $194.9 萬 | 0.6% | +1,809+4.2% | 加碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 37,631 | $192.3 萬 | 0.6% | −19,275−33.9% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,142 | $191.0 萬 | 0.6% | −290−3.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,636 | $188.6 萬 | 0.6% | +97+2.1% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 20,938 | $187.9 萬 | 0.6% | +1,965+10.4% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 17,675 | $178.0 萬 | 0.6% | −10,542−37.4% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 6,560 | $174.5 萬 | 0.6% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 43,189 | $171.8 萬 | 0.6% | +369+0.9% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,654 | $170.7 萬 | 0.6% | +1,016+38.5% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 16,161 | $168.5 萬 | 0.6% | +104+0.6% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 43,351 | $167.8 萬 | 0.5% | −55−0.1% | 減碼 | – |
| ARCCAres Capital Corp | CEF | 79,976 | $166.7 萬 | 0.5% | −492−0.6% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 15,128 | $164.4 萬 | 0.5% | +70+0.5% | 加碼 | – |
| KMIKinder Morgan, Inc. | Stock | 81,578 | $162.1 萬 | 0.5% | −67−0.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 23,703 | $160.5 萬 | 0.5% | −21−0.1% | 減碼 | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 164,334 | $159.2 萬 | 0.5% | +10,875+7.1% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 20,493 | $159.0 萬 | 0.5% | +4,365+27.1% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,719 | $155.9 萬 | 0.5% | −725−6.9% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 34,026 | $153.9 萬 | 0.5% | +22,912+206.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 9,314 | $153.0 萬 | 0.5% | −271−2.8% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 13,686 | $151.2 萬 | 0.5% | −10,474−43.4% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 8,655 | $147.8 萬 | 0.5% | +4,444+105.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 48,869 | $141.3 萬 | 0.5% | +160.0% | 加碼 | – |
| BXBlackstone Inc. | COM | 11,083 | $137.2 萬 | 0.4% | −28−0.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,899 | $134.2 萬 | 0.4% | +598+18.1% | 加碼 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 24,503 | $131.2 萬 | 0.4% | −15,014−38.0% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 7,029 | $128.9 萬 | 0.4% | +731+11.6% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 28,251 | $128.8 萬 | 0.4% | +18,029+176.4% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 28,912 | $128.5 萬 | 0.4% | −250−0.9% | 減碼 | – |
| MAMastercard Inc | Stock | 2,847 | $125.6 萬 | 0.4% | +104+3.8% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 6,232 | $124.1 萬 | 0.4% | +282+4.7% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 17,222 | $124.0 萬 | 0.4% | −96−0.6% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 15,893 | $123.6 萬 | 0.4% | +1,512+10.5% | 加碼 | – |
| ADIAnalog Devices Inc | Stock | 5,413 | $123.6 萬 | 0.4% | +5,413 | 新進 | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 28,115 | $120.9 萬 | 0.4% | −150−0.5% | 減碼 | – |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 33,477 | $118.2 萬 | 0.4% | +33,477 | 新進 | – |
| WMWaste Management Inc | Stock | 5,535 | $118.1 萬 | 0.4% | +41+0.7% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,157 | $112.4 萬 | 0.4% | +101+1.7% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 12,064 | $110.8 萬 | 0.4% | +5,220+76.3% | 加碼 | – |
| MUMicron Technology Inc | Stock | 8,326 | $109.5 萬 | 0.4% | −306−3.5% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 14,222 | $108.9 萬 | 0.4% | −130−0.9% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 4,976 | $107.0 萬 | 0.4% | −132−2.6% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 7,070 | $105.4 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 19,180 | $103.9 萬 | 0.3% | +2,453+14.7% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 25,126 | $103.6 萬 | 0.3% | −478−1.9% | 減碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 19,836 | $103.5 萬 | 0.3% | +6,543+49.2% | 加碼 | – |
| iShares Tr464288752 | US HOME CONS ETF | 10,232 | $103.4 萬 | 0.3% | −2,558−20.0% | 減碼 | – |
| ORealty Income Corp | REIT | 19,274 | $101.8 萬 | 0.3% | −140−0.7% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,786 | $98.7 萬 | 0.3% | −526−5.1% | 減碼 | – |
| ROPRoper Technologies Inc | Stock | 1,724 | $97.2 萬 | 0.3% | +268+18.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,292 | $95.5 萬 | 0.3% | +1,812+28.0% | 加碼 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 25,066 | $92.6 萬 | 0.3% | −1,304−4.9% | 減碼 | – |
| INTCIntel Corp | Stock | 29,645 | $91.8 萬 | 0.3% | −8,784−22.9% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 21,859 | $91.4 萬 | 0.3% | +665+3.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,373 | $90.8 萬 | 0.3% | −362−1.9% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,928 | $88.9 萬 | 0.3% | +149+3.9% | 加碼 | – |
| MNSTMonster Beverage Corp | COM | 17,613 | $88.0 萬 | 0.3% | +3,289+23.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,626 | $87.5 萬 | 0.3% | −162−5.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,946 | $86.9 萬 | 0.3% | +294+5.2% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 17,831 | $83.7 萬 | 0.3% | +12,783+253.2% | 加碼 | – |
2024 年第 1 季之後清倉（10 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DBX ETF Tr233051101 | XTRACK MSCI EMRG | 50,447 | $120.7 萬 | 0.4% | – |
| ZTSZoetis Inc. | Stock | 4,458 | $75.4 萬 | 0.3% | 歷史 |
| IIINInsteel Industries Inc | COM | 10,074 | $38.5 萬 | 0.1% | 歷史 |
| ACNAccenture plc | Stock | 1,108 | $38.4 萬 | 0.1% | 歷史 |
| FASTFastenal Co | Stock | 3,942 | $30.4 萬 | 0.1% | 歷史 |
| Schwab Strategic Tr808524680 | LONG TERM US | 8,856 | $29.9 萬 | 0.1% | – |
| DALDelta Air Lines, Inc. | COM NEW | 5,406 | $25.9 萬 | 0.1% | 歷史 |
| DKNGDraftKings Inc. | Stock | 5,104 | $23.2 萬 | 0.1% | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 4,113 | $21.8 萬 | 0.1% | 歷史 |
| GLADGladstone Capital Corp | COM | 11,400 | $12.2 萬 | <0.1% | 歷史 |