RDA Financial Network
- SEC CIK
- 0001774086
- 最新申報
- 2026/7/6
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/14 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 243
- 較 2024 年第 4 季 +4
- 總值
- $3.35 億
- 較 2024 年第 4 季 −$759.0 萬 (−2.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 29,322 | $1,101 萬 | 3.3% | +1,121+4.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 46,643 | $1,036 萬 | 3.1% | +1,194+2.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 21,918 | $1,028 萬 | 3.1% | −76−0.3% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 93,380 | $1,012 萬 | 3.0% | +1,742+1.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 50,482 | $960.5 萬 | 2.9% | +1,878+3.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 49,072 | $821.6 萬 | 2.4% | −2,504−4.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 51,821 | $801.4 萬 | 2.4% | +2,026+4.1% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 61,029 | $787.0 萬 | 2.3% | +913+1.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 13,175 | $759.4 萬 | 2.3% | +68+0.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 30,521 | $748.7 萬 | 2.2% | −176−0.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 17,143 | $600.8 萬 | 1.8% | +4,849+39.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 10,058 | $498.1 萬 | 1.5% | +2,091+26.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 9,282 | $486.1 萬 | 1.4% | +304+3.4% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 88,680 | $404.8 萬 | 1.2% | +1,337+1.5% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 4,261 | $403.0 萬 | 1.2% | +249+6.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 69,781 | $398.7 萬 | 1.2% | +1,938+2.9% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 67,200 | $392.1 萬 | 1.2% | −108−0.2% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 39,305 | $360.5 萬 | 1.1% | −6,494−14.2% | 減碼 | – |
| FISVFiserv Inc | Stock | 15,609 | $344.7 萬 | 1.0% | +658+4.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 42,887 | $344.7 萬 | 1.0% | −436−1.0% | 減碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 99,181 | $329.4 萬 | 1.0% | +224+0.2% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 35,615 | $328.7 萬 | 1.0% | +34+0.1% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 61,718 | $313.0 萬 | 0.9% | +1,257+2.1% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 35,220 | $309.9 萬 | 0.9% | +1,521+4.5% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 59,724 | $297.5 萬 | 0.9% | +1,339+2.3% | 加碼 | – |
| ORCLOracle Corp | Stock | 20,446 | $285.9 萬 | 0.9% | +1,739+9.3% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 6,466 | $281.2 萬 | 0.8% | +82+1.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 41,812 | $275.0 萬 | 0.8% | −5,738−12.1% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 7,161 | $274.6 萬 | 0.8% | +138+2.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,133 | $273.4 萬 | 0.8% | +60+1.2% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 23,253 | $270.6 萬 | 0.8% | +29+0.1% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 3,158 | $260.8 萬 | 0.8% | +348+12.4% | 加碼 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 26,975 | $259.7 萬 | 0.8% | −147−0.5% | 減碼 | – |
| EWEdwards Lifesciences Corp | Stock | 34,696 | $251.5 萬 | 0.7% | +926+2.7% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 5,058 | $245.2 萬 | 0.7% | +41+0.8% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 82,550 | $235.5 萬 | 0.7% | −8,568−9.4% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 13,641 | $233.1 萬 | 0.7% | +1,700+14.2% | 加碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 135,749 | $225.8 萬 | 0.7% | +5,800+4.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 49,772 | $218.2 萬 | 0.7% | +1,160+2.4% | 加碼 | – |
| WMTWalmart Inc. | Stock | 24,826 | $218.0 萬 | 0.6% | −649−2.5% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 52,202 | $217.8 萬 | 0.6% | +2,496+5.0% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,331 | $215.5 萬 | 0.6% | +28+0.7% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 46,138 | $212.6 萬 | 0.6% | −7,038−13.2% | 減碼 | – |
| WELLWelltower Inc. | REIT | 13,821 | $211.7 萬 | 0.6% | −915−6.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 12,586 | $210.6 萬 | 0.6% | +8,590+215.0% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 89,399 | $207.0 萬 | 0.6% | −7,955−8.2% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 23,606 | $205.8 萬 | 0.6% | +490+2.1% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,342 | $204.9 萬 | 0.6% | +952+8.4% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 3,765 | $198.0 萬 | 0.6% | +5+0.1% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 70,568 | $197.3 萬 | 0.6% | +18,750+36.2% | 加碼 | – |
| MAMastercard Inc | Stock | 3,579 | $196.2 萬 | 0.6% | +183+5.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,995 | $192.2 萬 | 0.6% | +131+1.9% | 加碼 | – |
| SOSouthern Co | Stock | 20,878 | $192.0 萬 | 0.6% | −83−0.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,183 | $190.0 萬 | 0.6% | +384+8.0% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 17,728 | $185.4 萬 | 0.6% | −102−0.6% | 減碼 | – |
| GEGeneral Electric Co | Stock | 9,180 | $183.7 萬 | 0.5% | +7,500+446.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 34,495 | $176.2 萬 | 0.5% | −1,058−3.0% | 減碼 | – |
| ARCCAres Capital Corp | CEF | 78,844 | $174.7 萬 | 0.5% | +984+1.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 5,704 | $174.3 萬 | 0.5% | +553+10.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 68,585 | $173.8 萬 | 0.5% | +3,591+5.5% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 18,491 | $173.4 萬 | 0.5% | −2,591−12.3% | 減碼 | – |
| ROPRoper Technologies Inc | Stock | 2,919 | $172.1 萬 | 0.5% | +486+20.0% | 加碼 | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 179,409 | $171.9 萬 | 0.5% | +3,800+2.2% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 42,138 | $171.8 萬 | 0.5% | −196−0.5% | 減碼 | – |
| WMWaste Management Inc | Stock | 7,396 | $171.2 萬 | 0.5% | +580+8.5% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 8,266 | $166.7 萬 | 0.5% | +698+9.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 10,540 | $164.7 萬 | 0.5% | +798+8.2% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 13,478 | $163.2 萬 | 0.5% | +145+1.1% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 6,143 | $162.6 萬 | 0.5% | +18+0.3% | 加碼 | – |
| CPRTCopart Inc | COM | 28,291 | $160.1 萬 | 0.5% | +2,510+9.7% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 15,180 | $157.1 萬 | 0.5% | −1,668−9.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 52,662 | $156.4 萬 | 0.5% | +269+0.5% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 8,681 | $149.9 萬 | 0.4% | −197−2.2% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 9,651 | $148.3 萬 | 0.4% | +1,062+12.4% | 加碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 27,206 | $142.5 萬 | 0.4% | −2,426−8.2% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 5,241 | $140.7 萬 | 0.4% | +553+11.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 30,843 | $139.9 萬 | 0.4% | +4,525+17.2% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 9,991 | $139.7 萬 | 0.4% | −33−0.3% | 減碼 | 歷史 |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 58,111 | $137.2 萬 | 0.4% | +1,444+2.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 27,212 | $136.7 萬 | 0.4% | +825+3.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 7,792 | $135.0 萬 | 0.4% | +940+13.7% | 加碼 | – |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 36,876 | $131.6 萬 | 0.4% | −96−0.3% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 4,568 | $131.6 萬 | 0.4% | −170−3.6% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,119 | $126.3 萬 | 0.4% | +1,188+24.1% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 37,967 | $126.2 萬 | 0.4% | −8,508−18.3% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 25,770 | $125.7 萬 | 0.4% | −1,599−5.8% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,115 | $118.6 萬 | 0.4% | −20.0% | 減碼 | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 26,090 | $114.5 萬 | 0.3% | −550−2.1% | 減碼 | – |
| DNPDNP Select Income Fund Inc | COM | 113,638 | $112.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 25,388 | $112.4 萬 | 0.3% | −150−0.6% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 13,512 | $110.4 萬 | 0.3% | −101−0.7% | 減碼 | – |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 38,313 | $110.0 萬 | 0.3% | −5,063−11.7% | 減碼 | – |
| CATCaterpillar Inc | Stock | 3,245 | $107.0 萬 | 0.3% | +298+10.1% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 20,422 | $102.5 萬 | 0.3% | +2,876+16.4% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 17,506 | $101.6 萬 | 0.3% | +507+3.0% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 16,961 | $100.0 萬 | 0.3% | −7,446−30.5% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 5,909 | $98.0 萬 | 0.3% | −92−1.5% | 減碼 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 10,026 | $95.5 萬 | 0.3% | +310+3.2% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 9,280 | $93.4 萬 | 0.3% | −739−7.4% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 34,512 | $86.4 萬 | 0.3% | +2,372+7.4% | 加碼 | – |
2024 年第 4 季之後清倉（14 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MNSTMonster Beverage Corp | COM | 26,320 | $138.3 萬 | 0.4% | 歷史 |
| BALLBALL Corp | COM | 19,628 | $108.2 萬 | 0.3% | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 2,605 | $107.7 萬 | 0.3% | 歷史 |
| CDWCDW Corp | COM | 2,256 | $39.3 萬 | 0.1% | 歷史 |
| IRIngersoll Rand Inc. | COM | 4,324 | $39.1 萬 | 0.1% | 歷史 |
| HONHoneywell International Inc | COM | 1,494 | $33.7 萬 | 0.1% | 歷史 |
| APOApollo Global Management, Inc. | COM | 1,450 | $23.9 萬 | 0.1% | 歷史 |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 2,176 | $23.7 萬 | 0.1% | – |
| DEODiageo PLC | SPON ADR NEW | 1,652 | $21.0 萬 | 0.1% | 歷史 |
| PMTPennyMac Mortgage Investment Trust | COM | 16,679 | $21.0 萬 | 0.1% | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 1,735 | $20.7 萬 | 0.1% | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,017 | $20.2 萬 | 0.1% | – |
| GABGabelli Equity Trust Inc | COM | 21,318 | $11.5 萬 | <0.1% | 歷史 |
| Prospect Cap Corp74348TAT9 | NOTE 6.375% 3/0 | – | $9,925 | <0.1% | – |