RDA Financial Network
- SEC CIK
- 0001774086
- 最新申報
- 2026/7/6
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/7 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 256
- 較 2025 年第 1 季 +13
- 總值
- $3.70 億
- 較 2025 年第 1 季 +$3,477 萬 (+10.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SNAPSnap Inc | Stock | 11,952 | $10.4 萬 | <0.1% | +400+3.5% | 加碼 | 歷史 |
| HRHealthcare Realty Trust Inc | CL A COM | 11,737 | $18.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 11,374 | $19.2 萬 | 0.1% | +11,374 | 新進 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 6,940 | $20.0 萬 | 0.1% | +6,940 | 新進 | – |
| ABTAbbott Laboratories | Stock | 1,497 | $20.4 萬 | 0.1% | −38−2.5% | 減碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 1,450 | $20.6 萬 | 0.1% | +1,450 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 18,605 | $20.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 1,647 | $20.8 萬 | 0.1% | −35−2.1% | 減碼 | – |
| ETREntergy Corp | COM | 2,520 | $20.9 萬 | 0.1% | −90−3.4% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 1,108 | $21.0 萬 | 0.1% | −314−22.1% | 減碼 | 歷史 |
| iShares Tr46429B291 | A RATE CP BD ETF | 4,453 | $21.3 萬 | 0.1% | +4,453 | 新進 | – |
| BKNGBooking Holdings Inc. | Stock | 37 | $21.4 萬 | 0.1% | +37 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 555 | $21.5 萬 | 0.1% | −2,690−82.9% | 減碼 | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 3,910 | $21.9 萬 | 0.1% | −86−2.2% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,009 | $21.9 萬 | 0.1% | −391−27.9% | 減碼 | – |
| FASTFastenal Co | Stock | 5,228 | $22.0 萬 | 0.1% | −100−1.9% | 減碼依 2 比 1 拆股換算 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 785 | $22.0 萬 | 0.1% | −323−29.2% | 減碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 1,810 | $22.0 萬 | 0.1% | +1,810 | 新進 | – |
| TSITCW Strategic Income Fund Inc | COM | 45,853 | $22.4 萬 | 0.1% | −1,200−2.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,706 | $22.5 萬 | 0.1% | −140−7.6% | 減碼 | 歷史 |
| SNASnap-on Inc | COM | 726 | $22.6 萬 | 0.1% | −29−3.8% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 549 | $23.3 萬 | 0.1% | −7−1.3% | 減碼 | – |
| NTRSNorthern Trust Corp | COM | 1,853 | $23.5 萬 | 0.1% | +1,853 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,129 | $23.6 萬 | 0.1% | +103+5.1% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,451 | $23.6 萬 | 0.1% | −82−5.3% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 972 | $23.6 萬 | 0.1% | −21−2.1% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 2,966 | $23.8 萬 | 0.1% | −11−0.4% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 1,476 | $23.8 萬 | 0.1% | −341−18.8% | 減碼 | – |
| WECWec Energy Group, Inc. | Stock | 2,289 | $23.8 萬 | 0.1% | −71−3.0% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 880 | $24.0 萬 | 0.1% | −4,361−83.2% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 2,688 | $24.1 萬 | 0.1% | +56+2.1% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 2,999 | $24.2 萬 | 0.1% | +11+0.4% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,738 | $24.4 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 4,110 | $24.5 萬 | 0.1% | +4,110 | 新進 | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 210 | $24.7 萬 | 0.1% | +210 | 新進 | 歷史 |
| iShares Tr464288562 | RESIDENTIAL MULT | 3,035 | $25.0 萬 | 0.1% | +9+0.3% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 883 | $25.2 萬 | 0.1% | −7−0.8% | 減碼 | – |
| AMGNAmgen Inc | Stock | 906 | $25.3 萬 | 0.1% | −432−32.3% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,403 | $25.6 萬 | 0.1% | +29+2.1% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 552 | $25.8 萬 | 0.1% | −6−1.1% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 990 | $26.4 萬 | 0.1% | −16−1.6% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 5,803 | $26.4 萬 | 0.1% | −1,398−19.4% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 2,929 | $26.7 萬 | 0.1% | +2,929 | 新進 | 歷史 |
| ProShares Tr74347R248 | LARGE CAP CRE | 3,901 | $27.5 萬 | 0.1% | −69−1.7% | 減碼 | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 9,705 | $27.9 萬 | 0.1% | −265−2.7% | 減碼 | – |
| FTVFortive Corp | Stock | 5,504 | $28.7 萬 | 0.1% | +539+10.9% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 4,251 | $29.0 萬 | 0.1% | −498−10.5% | 減碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,164 | $29.3 萬 | 0.1% | +126+4.1% | 加碼 | – |
| Schwab Strategic Tr808524680 | LONG TERM US | 9,317 | $29.7 萬 | 0.1% | +1,353+17.0% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,263 | $29.9 萬 | 0.1% | 00.0% | 不變 | – |
| PYPLPayPal Holdings, Inc. | Stock | 4,126 | $30.7 萬 | 0.1% | +28+0.7% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,080 | $30.7 萬 | 0.1% | +293+16.4% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 10,200 | $30.8 萬 | 0.1% | −486−4.5% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,805 | $30.9 萬 | 0.1% | −657−19.0% | 減碼 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 6,875 | $31.3 萬 | 0.1% | +6,875 | 新進 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 4,788 | $31.4 萬 | 0.1% | −1,386−22.4% | 減碼 | 歷史 |
| SHELShell plc | ADR | 4,458 | $31.4 萬 | 0.1% | +21+0.5% | 加碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 620 | $31.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 7,078 | $31.6 萬 | 0.1% | −430−5.7% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 2,895 | $31.9 萬 | 0.1% | −71−2.4% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 4,781 | $32.1 萬 | 0.1% | +470+10.9% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 7,726 | $32.4 萬 | 0.1% | −178−2.3% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 704 | $32.6 萬 | 0.1% | −9−1.3% | 減碼 | 歷史 |
| RBLXRoblox Corp | Stock | 3,109 | $32.7 萬 | 0.1% | +3,109 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 2,662 | $33.0 萬 | 0.1% | +31+1.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 7,123 | $33.5 萬 | 0.1% | +2,213+45.1% | 加碼 | – |
| CCitigroup Inc | Stock | 3,940 | $33.5 萬 | 0.1% | +130+3.4% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 6,912 | $33.8 萬 | 0.1% | +1,100+18.9% | 加碼 | – |
| WCNWaste Connections, Inc. | COM | 1,848 | $34.5 萬 | 0.1% | +1,848 | 新進 | 歷史 |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 7,190 | $34.6 萬 | 0.1% | 00.0% | 不變 | – |
| CMGChipotle Mexican Grill Inc | COM | 6,330 | $35.5 萬 | 0.1% | −14,092−69.0% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 675 | $35.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MAINMain Street Capital CORP | CEF | 6,093 | $36.0 萬 | 0.1% | −554−8.3% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 769 | $36.1 萬 | 0.1% | −19−2.4% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 10,158 | $36.3 萬 | 0.1% | −681−6.3% | 減碼 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 5,965 | $36.7 萬 | 0.1% | 00.0% | 不變 | – |
| EDConsolidated Edison Inc | Stock | 3,660 | $36.7 萬 | 0.1% | +3,660 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 1,160 | $36.8 萬 | 0.1% | −151−11.5% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,461 | $36.9 萬 | 0.1% | −76−1.0% | 減碼 | – |
| RVTYRevvity, Inc. | COM | 3,896 | $37.7 萬 | 0.1% | +565+17.0% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,653 | $39.3 萬 | 0.1% | −6,613−80.0% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 6,350 | $39.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 595 | $39.5 萬 | 0.1% | +22+3.8% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 3,640 | $39.5 萬 | 0.1% | +3,640 | 新進 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,951 | $39.8 萬 | 0.1% | −1,158−28.2% | 減碼 | – |
| iShares Inc464286392 | MSCI WORLD ETF | 2,361 | $40.0 萬 | 0.1% | +30+1.3% | 加碼 | – |
| GMGeneral Motors Co | COM | 8,160 | $40.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 3,200 | $40.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,631 | $40.2 萬 | 0.1% | +1,631 | 新進 | 歷史 |
| BKRBaker Hughes Co | CL A | 10,504 | $40.3 萬 | 0.1% | +5,206+98.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 3,729 | $41.0 萬 | 0.1% | −870−18.9% | 減碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 5,109 | $41.7 萬 | 0.1% | +179+3.6% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,524 | $42.5 萬 | 0.1% | +100+7.0% | 加碼 | – |
| BABoeing Co | Stock | 2,046 | $42.9 萬 | 0.1% | −58−2.8% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 3,535 | $42.9 萬 | 0.1% | 00.0% | 不變 | – |
| AMEAmetek Inc | COM | 2,390 | $43.3 萬 | 0.1% | +1,070+81.1% | 加碼 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 4,015 | $43.3 萬 | 0.1% | −22,960−85.1% | 減碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 7,659 | $43.3 萬 | 0.1% | −2,296−23.1% | 減碼 | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,999 | $43.7 萬 | 0.1% | +160+8.7% | 加碼 | 歷史 |
| SLGNSilgan Holdings Inc | COM | 8,124 | $44.0 萬 | 0.1% | +3,399+71.9% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（12 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,982 | $79.3 萬 | 0.2% | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 8,597 | $47.4 萬 | 0.1% | – |
| ETNEaton Corp plc | Stock | 1,269 | $34.5 萬 | 0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 2,806 | $27.5 萬 | 0.1% | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 721 | $26.7 萬 | 0.1% | 歷史 |
| DOWDow Inc. | Stock | 7,558 | $26.4 萬 | 0.1% | 歷史 |
| PSXPhillips 66 | Stock | 1,952 | $24.1 萬 | 0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,553 | $23.2 萬 | 0.1% | – |
| MARMarriott International Inc | Stock | 928 | $22.1 萬 | 0.1% | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 166 | $22.0 萬 | 0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,630 | $21.6 萬 | 0.1% | 歷史 |
| CBChubb Ltd | Stock | 713 | $21.5 萬 | 0.1% | 歷史 |