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 |
|---|---|---|---|---|---|---|---|
| USBUS Bancorp DE | COM NEW | 9,816 | $44.4 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| APAMArtisan Partners Asset Management Inc. | CL A | 10,092 | $44.7 萬 | 0.1% | +963+10.5% | 加碼 | 歷史 |
| AONAon plc | CL A | 1,261 | $45.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 794 | $45.1 萬 | 0.1% | +46+6.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 4,031 | $45.3 萬 | 0.1% | +53+1.3% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 6,116 | $45.8 萬 | 0.1% | −10−0.2% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 1,523 | $46.4 萬 | 0.1% | −3,045−66.7% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,599 | $46.4 萬 | 0.1% | +147+3.3% | 加碼 | 歷史 |
| iShares Core MSCI Europe ETF46434V738 | ETF | 7,021 | $46.5 萬 | 0.1% | +879+14.3% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 2,594 | $48.2 萬 | 0.1% | +577+28.6% | 加碼 | 歷史 |
| KRKroger Co | Stock | 6,753 | $48.4 萬 | 0.1% | −1,165−14.7% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 8,945 | $48.7 萬 | 0.1% | +8,945 | 新進 | – |
| GBDCGolub Capital BDC, Inc. | COM | 34,367 | $50.3 萬 | 0.1% | −1,406−3.9% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V530 | NASDAQ INTERNT | 9,760 | $51.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 4,848 | $53.5 萬 | 0.1% | −1,152−19.2% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 2,258 | $53.9 萬 | 0.1% | −125−5.2% | 減碼 | – |
| OKEONEOK Inc | COM | 6,607 | $53.9 萬 | 0.1% | +862+15.0% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,268 | $54.0 萬 | 0.1% | +147+6.9% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,488 | $54.5 萬 | 0.1% | −39−2.6% | 減碼 | – |
| LNTAlliant Energy Corp | Stock | 9,028 | $54.6 萬 | 0.1% | +804+9.8% | 加碼 | 歷史 |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 29,168 | $54.9 萬 | 0.1% | −1,000−3.3% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 3,202 | $55.5 萬 | 0.1% | −67−2.0% | 減碼 | – |
| TAT&T Inc. | Stock | 19,410 | $56.2 萬 | 0.2% | −622−3.1% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 6,957 | $57.6 萬 | 0.2% | +85+1.2% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,782 | $60.0 萬 | 0.2% | −204−6.8% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,263 | $60.6 萬 | 0.2% | +2,431+50.3% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,141 | $61.1 萬 | 0.2% | +165+8.4% | 加碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 17,246 | $61.4 萬 | 0.2% | +17,246 | 新進 | – |
| PLTRPalantir Technologies Inc. | Stock | 4,506 | $61.4 萬 | 0.2% | +7+0.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,725 | $61.7 萬 | 0.2% | −116−2.0% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E586 | KBW PPTY CASUT | 5,050 | $62.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 7,818 | $62.6 萬 | 0.2% | +226+3.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,028 | $63.5 萬 | 0.2% | −2−0.2% | 減碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 12,774 | $65.3 萬 | 0.2% | +12,774 | 新進 | – |
| EPDEnterprise Products Partners L.P. | Stock | 21,076 | $65.4 萬 | 0.2% | −413−1.9% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 827 | $66.3 萬 | 0.2% | +827 | 新進 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 6,136 | $68.7 萬 | 0.2% | −102−1.6% | 減碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 13,650 | $69.6 萬 | 0.2% | −2,606−16.0% | 減碼 | – |
| PAYXPaychex Inc | Stock | 4,803 | $69.9 萬 | 0.2% | +117+2.5% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,613 | $70.7 萬 | 0.2% | +13+0.8% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $72.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 5,237 | $75.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464289883 | CORE 30 70 ETF | 20,066 | $78.4 萬 | 0.2% | −474−2.3% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,274 | $79.1 萬 | 0.2% | −39−3.0% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 7,374 | $80.8 萬 | 0.2% | −193−2.6% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 8,110 | $81.7 萬 | 0.2% | −1,170−12.6% | 減碼 | – |
| EPREpr Properties | COM SH BEN INT | 14,116 | $82.2 萬 | 0.2% | −243−1.7% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,861 | $90.4 萬 | 0.2% | +972+6.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 21,738 | $92.3 萬 | 0.2% | −3,650−14.4% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 6,059 | $92.6 萬 | 0.3% | +150+2.5% | 加碼 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 10,005 | $93.2 萬 | 0.3% | −21−0.2% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 14,631 | $93.5 萬 | 0.3% | +9,386+179.0% | 加碼 | – |
| ORealty Income Corp | REIT | 16,770 | $96.6 萬 | 0.3% | −736−4.2% | 減碼 | 歷史 |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 32,134 | $98.5 萬 | 0.3% | −6,179−16.1% | 減碼 | – |
| BACBank of America Corp | Stock | 21,331 | $100.9 萬 | 0.3% | −30,871−59.1% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 17,002 | $102.1 萬 | 0.3% | +8,322+95.9% | 加碼 | – |
| MUMicron Technology Inc | Stock | 8,376 | $103.2 萬 | 0.3% | +601+7.7% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,643 | $105.2 萬 | 0.3% | −7,699−62.4% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 13,375 | $108.3 萬 | 0.3% | −137−1.0% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 32,766 | $110.0 萬 | 0.3% | −5,201−13.7% | 減碼 | – |
| DNPDNP Select Income Fund Inc | COM | 113,638 | $111.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 35,913 | $114.2 萬 | 0.3% | −16,749−31.8% | 減碼 | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 25,915 | $119.3 萬 | 0.3% | −175−0.7% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 40,964 | $119.7 萬 | 0.3% | +6,452+18.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 23,752 | $123.7 萬 | 0.3% | +14,259+150.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,844 | $124.4 萬 | 0.3% | −948−12.2% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 7,904 | $125.9 萬 | 0.3% | +6,039+323.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 29,454 | $127.4 萬 | 0.3% | −1,389−4.5% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,266 | $128.2 萬 | 0.3% | +151+2.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 27,212 | $129.4 萬 | 0.3% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 18,815 | $136.8 萬 | 0.4% | −22,997−55.0% | 減碼 | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 29,723 | $137.2 萬 | 0.4% | +15,667+111.5% | 加碼 | – |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 58,578 | $138.0 萬 | 0.4% | +467+0.8% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 26,260 | $143.0 萬 | 0.4% | +490+1.9% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 12,171 | $143.6 萬 | 0.4% | +9,444+346.3% | 加碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 27,266 | $144.1 萬 | 0.4% | +60+0.2% | 加碼 | – |
| CPRTCopart Inc | COM | 29,567 | $145.1 萬 | 0.4% | +1,276+4.5% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 14,274 | $146.9 萬 | 0.4% | −906−6.0% | 減碼 | – |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 38,628 | $147.3 萬 | 0.4% | +1,752+4.8% | 加碼 | – |
| TDGTransDigm Group INC | COM | 969 | $147.3 萬 | 0.4% | +969 | 新進 | 歷史 |
| BXBlackstone Inc. | COM | 9,970 | $149.1 萬 | 0.4% | −21−0.2% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 8,656 | $153.0 萬 | 0.4% | −25−0.3% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 13,213 | $154.8 萬 | 0.4% | −265−2.0% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,162 | $156.0 萬 | 0.4% | +43+0.7% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 6,318 | $156.9 萬 | 0.4% | +175+2.8% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 24,876 | $157.9 萬 | 0.4% | +7,915+46.7% | 加碼 | – |
| PFEPfizer Inc | Stock | 67,769 | $164.3 萬 | 0.4% | −816−1.2% | 減碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 76,661 | $168.3 萬 | 0.5% | −2,183−2.8% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,266 | $169.5 萬 | 0.5% | +1,266 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 10,681 | $170.1 萬 | 0.5% | +1,030+10.7% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 32,653 | $170.9 萬 | 0.5% | −1,842−5.3% | 減碼 | – |
| ROPRoper Technologies Inc | Stock | 3,035 | $172.0 萬 | 0.5% | +116+4.0% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 7,564 | $173.1 萬 | 0.5% | +168+2.3% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 37,476 | $173.3 萬 | 0.5% | −8,662−18.8% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 18,988 | $178.3 萬 | 0.5% | +497+2.7% | 加碼 | – |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 182,909 | $178.3 萬 | 0.5% | +3,500+2.0% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,399 | $178.4 萬 | 0.5% | +68+1.6% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 42,591 | $181.2 萬 | 0.5% | +453+1.1% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 8,093 | $183.8 萬 | 0.5% | +8,093 | 新進 | – |
| UBERUber Technologies, Inc | Stock | 19,843 | $185.1 萬 | 0.5% | +19,843 | 新進 | 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 |