RDA Financial Network
- SEC CIK
- 0001774086
- 最新申報
- 2026/7/6
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/15 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 239
- 較 2024 年第 3 季 +10
- 總值
- $3.43 億
- 較 2024 年第 3 季 +$2,063 萬 (+6.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 91,638 | $1,231 萬 | 3.6% | +4,530+5.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 51,576 | $1,196 萬 | 3.5% | −648−1.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 28,201 | $1,189 萬 | 3.5% | +2,687+10.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 45,449 | $1,138 萬 | 3.3% | +4,661+11.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 21,994 | $1,124 萬 | 3.3% | +862+4.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 48,604 | $1,066 萬 | 3.1% | +9,819+25.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 49,795 | $942.6 萬 | 2.7% | +2,186+4.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 13,107 | $767.4 萬 | 2.2% | +369+2.9% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 60,116 | $767.0 萬 | 2.2% | −165−0.3% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 30,697 | $735.8 萬 | 2.1% | +610+2.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,978 | $454.2 萬 | 1.3% | +356+4.1% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 67,308 | $419.4 萬 | 1.2% | +1,259+1.9% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 45,799 | $418.7 萬 | 1.2% | +28,379+162.9% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 7,967 | $415.8 萬 | 1.2% | −302−3.7% | 減碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 87,343 | $391.9 萬 | 1.1% | +35,616+68.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 67,843 | $390.3 萬 | 1.1% | +834+1.2% | 加碼 | – |
| VVisa Inc. | Stock | 12,294 | $388.5 萬 | 1.1% | −279−2.2% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 43,323 | $380.8 萬 | 1.1% | −4,166−8.8% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 4,012 | $367.6 萬 | 1.1% | +607+17.8% | 加碼 | 歷史 |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 98,957 | $342.6 萬 | 1.0% | +98,957 | 新進 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 35,581 | $329.4 萬 | 1.0% | +333+0.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 47,550 | $327.8 萬 | 1.0% | +11,528+32.0% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 33,699 | $312.5 萬 | 0.9% | −26,329−43.9% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 7,023 | $312.3 萬 | 0.9% | −2,046−22.6% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 18,707 | $311.7 萬 | 0.9% | +298+1.6% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 14,951 | $307.1 萬 | 0.9% | +7,619+103.9% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 60,461 | $306.6 萬 | 0.9% | +5,823+10.7% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 58,385 | $282.2 萬 | 0.8% | +2,444+4.4% | 加碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 27,122 | $273.3 萬 | 0.8% | +4,364+19.2% | 加碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 23,224 | $272.9 萬 | 0.8% | −3,213−12.2% | 減碼 | – |
| EWEdwards Lifesciences Corp | Stock | 33,770 | $250.0 萬 | 0.7% | +523+1.6% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 91,118 | $249.7 萬 | 0.7% | +6,836+8.1% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 53,176 | $240.4 萬 | 0.7% | +16,232+43.9% | 加碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 129,949 | $236.8 萬 | 0.7% | −6,620−4.8% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 6,384 | $235.5 萬 | 0.7% | +32+0.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 25,475 | $230.2 萬 | 0.7% | +1,433+6.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,073 | $229.9 萬 | 0.7% | +463+10.0% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,390 | $224.9 萬 | 0.7% | +1,207+11.9% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,303 | $223.8 萬 | 0.7% | +47+1.1% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 3,760 | $223.5 萬 | 0.7% | +3,760 | 新進 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 23,116 | $223.1 萬 | 0.7% | +618+2.7% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 97,354 | $221.0 萬 | 0.6% | +39,902+69.5% | 加碼依 2 比 1 拆股換算 | – |
| BACBank of America Corp | Stock | 49,706 | $218.5 萬 | 0.6% | +5,191+11.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,810 | $216.9 萬 | 0.6% | −1,523−35.1% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 11,941 | $212.6 萬 | 0.6% | +2,568+27.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 48,612 | $208.9 萬 | 0.6% | +4,111+9.2% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 17,830 | $205.4 萬 | 0.6% | −263−1.5% | 減碼 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 5,017 | $202.0 萬 | 0.6% | −2,375−32.1% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,864 | $198.9 萬 | 0.6% | −211−3.0% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 21,082 | $193.3 萬 | 0.6% | +6,776+47.4% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 4,799 | $186.7 萬 | 0.5% | +477+11.0% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 14,736 | $185.7 萬 | 0.5% | −655−4.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,742 | $185.5 萬 | 0.5% | +2,088+27.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 35,553 | $181.8 萬 | 0.5% | −12,631−26.2% | 減碼 | – |
| MAMastercard Inc | Stock | 3,396 | $178.8 萬 | 0.5% | +445+15.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,629 | $176.3 萬 | 0.5% | +103+2.9% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 10,024 | $172.8 萬 | 0.5% | −899−8.2% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 20,961 | $172.5 萬 | 0.5% | +1,722+9.0% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 64,994 | $172.4 萬 | 0.5% | +54,124+497.9% | 加碼 | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 175,609 | $172.3 萬 | 0.5% | +9,950+6.0% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 42,334 | $171.4 萬 | 0.5% | −210.0% | 減碼 | – |
| ARCCAres Capital Corp | CEF | 77,860 | $170.4 萬 | 0.5% | −735−0.9% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 16,848 | $169.5 萬 | 0.5% | −20,892−55.4% | 減碼 | – |
| ADIAnalog Devices Inc | Stock | 7,568 | $160.8 萬 | 0.5% | +1,319+21.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 52,393 | $159.6 萬 | 0.5% | +1,981+3.9% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 4,688 | $156.7 萬 | 0.5% | +4,688 | 新進 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 6,125 | $155.4 萬 | 0.5% | −425−6.5% | 減碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 29,632 | $154.1 萬 | 0.4% | +8,282+38.8% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 46,475 | $152.3 萬 | 0.4% | −27,811−37.4% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 5,151 | $150.8 萬 | 0.4% | +5,151 | 新進 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 8,878 | $150.3 萬 | 0.4% | −943−9.6% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 13,333 | $149.7 萬 | 0.4% | −1,685−11.2% | 減碼 | – |
| CPRTCopart Inc | COM | 25,781 | $148.0 萬 | 0.4% | +3,049+13.4% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 51,818 | $141.6 萬 | 0.4% | +2,885+5.9% | 加碼依 3 比 1 拆股換算 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 27,369 | $140.3 萬 | 0.4% | +8,954+48.6% | 加碼 | – |
| MNSTMonster Beverage Corp | COM | 26,320 | $138.3 萬 | 0.4% | +3,667+16.2% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 6,816 | $137.5 萬 | 0.4% | +1,057+18.4% | 加碼 | 歷史 |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 56,667 | $135.6 萬 | 0.4% | +56,667 | 新進 | – |
| QCOMQualcomm Inc | Stock | 8,589 | $131.9 萬 | 0.4% | +1,450+20.3% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 36,972 | $130.4 萬 | 0.4% | +2,050+5.9% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 24,407 | $128.1 萬 | 0.4% | +14,816+154.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 26,387 | $127.5 萬 | 0.4% | −1,200−4.3% | 減碼 | – |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 43,376 | $127.4 萬 | 0.4% | −21,345−33.0% | 減碼 | – |
| ROPRoper Technologies Inc | Stock | 2,433 | $126.5 萬 | 0.4% | +405+20.0% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,852 | $120.1 萬 | 0.4% | −27−0.4% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,117 | $119.8 萬 | 0.3% | −22−0.4% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 11,953 | $115.7 萬 | 0.3% | +4,277+55.7% | 加碼 | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 26,640 | $115.7 萬 | 0.3% | −900−3.3% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 4,738 | $114.7 萬 | 0.3% | −326−6.4% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,931 | $114.7 萬 | 0.3% | +797+19.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 25,538 | $110.4 萬 | 0.3% | −25,802−50.3% | 減碼 | – |
| BALLBALL Corp | COM | 19,628 | $108.2 萬 | 0.3% | +3,930+25.0% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 2,605 | $107.7 萬 | 0.3% | +834+47.1% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 13,613 | $107.0 萬 | 0.3% | −159−1.2% | 減碼 | – |
| CATCaterpillar Inc | Stock | 2,947 | $106.9 萬 | 0.3% | +158+5.7% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 17,546 | $105.8 萬 | 0.3% | +2,762+18.7% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 26,318 | $105.2 萬 | 0.3% | +1,905+7.8% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 20,336 | $103.5 萬 | 0.3% | −20,240−49.9% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 10,019 | $100.5 萬 | 0.3% | −5,205−34.2% | 減碼 | – |
| iShares Tr464288752 | US HOME CONS ETF | 9,716 | $100.5 萬 | 0.3% | −30−0.3% | 減碼 | – |
2024 年第 3 季之後清倉（12 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BABAAlibaba Group Holding Ltd | ADR | 16,030 | $170.1 萬 | 0.5% | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 23,113 | $96.5 萬 | 0.3% | – |
| DEDeere & Co | Stock | 1,780 | $74.3 萬 | 0.2% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,048 | $68.0 萬 | 0.2% | – |
| TMToyota Motor Corp | ADS | 1,895 | $33.8 萬 | 0.1% | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 262 | $33.6 萬 | 0.1% | 歷史 |
| UBERUber Technologies, Inc | Stock | 3,637 | $27.3 萬 | 0.1% | 歷史 |
| FEFirstenergy Corp | COM | 5,260 | $23.3 萬 | 0.1% | 歷史 |
| CBChubb Ltd | Stock | 727 | $21.0 萬 | 0.1% | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 4,121 | $20.9 萬 | 0.1% | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 8,844 | $20.7 萬 | 0.1% | – |
| KOCoca Cola Co | Stock | 2,800 | $20.1 萬 | 0.1% | 歷史 |