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 |
|---|---|---|---|---|---|---|---|
| SNAPSnap Inc | Stock | 11,552 | $10.1 萬 | <0.1% | +100+0.9% | 加碼 | 歷史 |
| HRHealthcare Realty Trust Inc | CL A COM | 11,737 | $19.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 556 | $20.1 萬 | 0.1% | −58−9.4% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 1,535 | $20.4 萬 | 0.1% | +1,535 | 新進 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 558 | $20.5 萬 | 0.1% | −1−0.2% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 675 | $20.6 萬 | 0.1% | −6−0.9% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 2,664 | $20.7 萬 | 0.1% | +2,664 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 18,605 | $20.9 萬 | 0.1% | −1,500−7.5% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 2,977 | $21.4 萬 | 0.1% | −729−19.7% | 減碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 1,682 | $21.5 萬 | 0.1% | −3−0.2% | 減碼 | – |
| CBChubb Ltd | Stock | 713 | $21.5 萬 | 0.1% | +713 | 新進 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,630 | $21.6 萬 | 0.1% | +1,630 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,374 | $21.8 萬 | 0.1% | +1,374 | 新進 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 166 | $22.0 萬 | 0.1% | +166 | 新進 | 歷史 |
| MARMarriott International Inc | Stock | 928 | $22.1 萬 | 0.1% | −22−2.3% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 2,610 | $22.3 萬 | 0.1% | −136−5.0% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 1,422 | $22.6 萬 | 0.1% | −259−15.4% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,026 | $22.7 萬 | 0.1% | +2,026 | 新進 | 歷史 |
| AMEAmetek Inc | COM | 1,320 | $22.7 萬 | 0.1% | +1,320 | 新進 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 890 | $22.7 萬 | 0.1% | 00.0% | 不變 | – |
| TSITCW Strategic Income Fund Inc | COM | 47,053 | $22.9 萬 | 0.1% | −420−0.9% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 4,910 | $23.1 萬 | 0.1% | −796−14.0% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,553 | $23.2 萬 | 0.1% | −5,467−68.2% | 減碼 | – |
| BKRBaker Hughes Co | CL A | 5,298 | $23.3 萬 | 0.1% | +5,298 | 新進 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,787 | $23.4 萬 | 0.1% | +1,787 | 新進 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 2,988 | $23.6 萬 | 0.1% | 00.0% | 不變 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 993 | $24.1 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 1,952 | $24.1 萬 | 0.1% | −1,667−46.1% | 減碼 | 歷史 |
| SLGNSilgan Holdings Inc | COM | 4,725 | $24.2 萬 | 0.1% | +4,725 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,738 | $24.8 萬 | 0.1% | 00.0% | 不變 | – |
| ProShares Tr74347R248 | LARGE CAP CRE | 3,970 | $25.3 萬 | 0.1% | −12−0.3% | 減碼 | – |
| SNASnap-on Inc | COM | 755 | $25.5 萬 | 0.1% | −3−0.4% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,360 | $25.7 萬 | 0.1% | +56+2.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 2,631 | $26.0 萬 | 0.1% | −14−0.5% | 減碼 | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 3,996 | $26.0 萬 | 0.1% | −43−1.1% | 減碼 | 歷史 |
| Schwab Strategic Tr808524680 | LONG TERM US | 7,964 | $26.1 萬 | 0.1% | +7,964 | 新進 | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 3,026 | $26.2 萬 | 0.1% | −44−1.4% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 4,311 | $26.2 萬 | 0.1% | −68−1.6% | 減碼 | – |
| DOWDow Inc. | Stock | 7,558 | $26.4 萬 | 0.1% | +100+1.3% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 721 | $26.7 萬 | 0.1% | +40+5.9% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 4,098 | $26.7 萬 | 0.1% | +416+11.3% | 加碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 620 | $26.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 3,810 | $27.0 萬 | 0.1% | −120−3.1% | 減碼 | 歷史 |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 9,970 | $27.2 萬 | 0.1% | −1,245−11.1% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 2,806 | $27.5 萬 | 0.1% | −354−11.2% | 減碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,038 | $27.5 萬 | 0.1% | +683+29.0% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,400 | $27.6 萬 | 0.1% | +469+50.4% | 加碼 | – |
| COPConocoPhillips | Stock | 2,632 | $27.6 萬 | 0.1% | +156+6.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,846 | $27.7 萬 | 0.1% | +85+4.8% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,533 | $28.1 萬 | 0.1% | −109−6.6% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,006 | $28.5 萬 | 0.1% | −392−28.0% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,263 | $28.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,108 | $28.7 萬 | 0.1% | −872−44.0% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,424 | $30.1 萬 | 0.1% | +335+30.8% | 加碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 5,812 | $30.2 萬 | 0.1% | +500+9.4% | 加碼 | – |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 1,817 | $30.9 萬 | 0.1% | −15−0.8% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 573 | $31.1 萬 | 0.1% | −7−1.2% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 1,865 | $31.8 萬 | 0.1% | +211+12.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 713 | $31.9 萬 | 0.1% | −2,916−80.4% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,462 | $32.1 萬 | 0.1% | −142−3.9% | 減碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 10,686 | $32.2 萬 | 0.1% | −1,541−12.6% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,245 | $32.4 萬 | 0.1% | −1,470−21.9% | 減碼 | – |
| SHELShell plc | ADR | 4,437 | $32.5 萬 | 0.1% | +562+14.5% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,966 | $32.9 萬 | 0.1% | −200−6.3% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 7,201 | $33.2 萬 | 0.1% | −1,034−12.6% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 2,727 | $33.3 萬 | 0.1% | +2,727 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 7,508 | $33.5 萬 | 0.1% | −5−0.1% | 減碼 | – |
| XELXcel Energy Inc | Stock | 4,749 | $33.6 萬 | 0.1% | −802−14.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,311 | $34.0 萬 | 0.1% | +491+59.9% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,537 | $34.1 萬 | 0.1% | −5,142−40.6% | 減碼 | – |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 7,190 | $34.1 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 7,904 | $34.3 萬 | 0.1% | +135+1.7% | 加碼 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 5,965 | $34.3 萬 | 0.1% | −280−4.5% | 減碼 | – |
| ETNEaton Corp plc | Stock | 1,269 | $34.5 萬 | 0.1% | +53+4.4% | 加碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 3,331 | $35.2 萬 | 0.1% | +115+3.6% | 加碼 | 歷史 |
| APAMArtisan Partners Asset Management Inc. | CL A | 9,129 | $35.7 萬 | 0.1% | +510+5.9% | 加碼 | 歷史 |
| iShares Inc464286392 | MSCI WORLD ETF | 2,331 | $35.7 萬 | 0.1% | +2,331 | 新進 | – |
| BABoeing Co | Stock | 2,104 | $35.9 萬 | 0.1% | +95+4.7% | 加碼 | 歷史 |
| FTVFortive Corp | Stock | 4,965 | $36.3 萬 | 0.1% | +169+3.5% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,832 | $36.6 萬 | 0.1% | +104+2.2% | 加碼 | – |
| LINLinde PLC | Stock | 788 | $36.7 萬 | 0.1% | +12+1.5% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 3,978 | $36.8 萬 | 0.1% | −228−5.4% | 減碼 | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 6,142 | $36.9 萬 | 0.1% | +6,142 | 新進 | – |
| MAINMain Street Capital CORP | CEF | 6,647 | $37.6 萬 | 0.1% | −50−0.7% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 6,350 | $37.8 萬 | 0.1% | 00.0% | 不變 | – |
| PLTRPalantir Technologies Inc. | Stock | 4,499 | $38.0 萬 | 0.1% | −195−4.2% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 6,174 | $38.2 萬 | 0.1% | +2,115+52.1% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 8,160 | $38.4 萬 | 0.1% | −70−0.9% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 748 | $38.5 萬 | 0.1% | −7−0.9% | 減碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 3,535 | $38.9 萬 | 0.1% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 6,441 | $39.7 萬 | 0.1% | −29−0.4% | 減碼 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 4,930 | $39.8 萬 | 0.1% | +3+0.1% | 加碼 | – |
| CMCSAComcast Corp | Stock | 10,839 | $40.0 萬 | 0.1% | −268−2.4% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 9,815 | $41.4 萬 | 0.1% | −537−5.2% | 減碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 6,126 | $41.7 萬 | 0.1% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 1,338 | $41.7 萬 | 0.1% | −590−30.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,017 | $42.3 萬 | 0.1% | +287+16.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V530 | NASDAQ INTERNT | 9,760 | $43.1 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 9,493 | $43.7 萬 | 0.1% | +9,493 | 新進 | – |
| BIIBBiogen Inc. | COM | 3,200 | $43.8 萬 | 0.1% | −10−0.3% | 減碼 | 歷史 |
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% | – |