RDA Financial Network
- SEC CIK
- 0001774086
- 最新申報
- 2026/7/6
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/8 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 257
- 較 2025 年第 2 季 +1
- 總值
- $4.05 億
- 較 2025 年第 2 季 +$3,532 萬 (+9.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GLDSPDR Gold Trust | ETF | 1,299 | $46.2 萬 | 0.1% | −224−14.7% | 減碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 9,500 | $46.3 萬 | 0.1% | −1,004−9.6% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,960 | $47.0 萬 | 0.1% | +951+94.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 3,902 | $47.2 萬 | 0.1% | −129−3.2% | 減碼 | – |
| USBUS Bancorp DE | COM NEW | 9,852 | $47.6 萬 | 0.1% | +36+0.4% | 加碼 | 歷史 |
| LNTAlliant Energy Corp | Stock | 7,070 | $47.7 萬 | 0.1% | −1,958−21.7% | 減碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,860 | $47.7 萬 | 0.1% | +1,860 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 1,394 | $48.2 萬 | 0.1% | −8,714−86.2% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 6,614 | $48.3 萬 | 0.1% | +7+0.1% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 7,940 | $48.4 萬 | 0.1% | −220−2.7% | 減碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 6,106 | $49.2 萬 | 0.1% | −10−0.2% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,510 | $49.3 萬 | 0.1% | −14−0.9% | 減碼 | – |
| TAT&T Inc. | Stock | 18,219 | $51.5 萬 | 0.1% | −1,191−6.1% | 減碼 | 歷史 |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 28,154 | $53.9 萬 | 0.1% | −1,014−3.5% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,133 | $54.3 萬 | 0.1% | −480−29.8% | 減碼 | – |
| Invesco Exchange Traded FD T46137V530 | NASDAQ INTERNT | 9,760 | $54.5 萬 | 0.1% | 00.0% | 不變 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 6,403 | $54.6 萬 | 0.1% | +1,294+25.3% | 加碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 10,944 | $55.9 萬 | 0.1% | −2,706−19.8% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,269 | $56.4 萬 | 0.1% | +109+9.4% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,685 | $56.8 萬 | 0.1% | +1,605+77.2% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 8,521 | $58.0 萬 | 0.1% | −6,110−41.8% | 減碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 7,674 | $58.7 萬 | 0.1% | +2,886+60.3% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 4,715 | $59.8 萬 | 0.1% | −88−1.8% | 減碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,488 | $59.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,504 | $60.6 萬 | 0.1% | −278−10.0% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 2,258 | $61.2 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E586 | KBW PPTY CASUT | 5,050 | $62.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 6,474 | $65.2 萬 | 0.2% | −1,636−20.2% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,787 | $65.2 萬 | 0.2% | +62+1.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,846 | $65.9 萬 | 0.2% | +252+9.7% | 加碼 | 歷史 |
| iShares Core MSCI Europe ETF46434V738 | ETF | 9,732 | $66.3 萬 | 0.2% | +2,711+38.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,009 | $67.2 萬 | 0.2% | −19−1.8% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 21,526 | $67.3 萬 | 0.2% | +450+2.1% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 18,077 | $68.4 萬 | 0.2% | +831+4.8% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 12,117 | $69.7 萬 | 0.2% | +3,172+35.5% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 13,774 | $70.6 萬 | 0.2% | +1,000+7.8% | 加碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 21,217 | $72.5 萬 | 0.2% | +14,277+205.7% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,388 | $73.5 萬 | 0.2% | +247+11.5% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $75.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 6,979 | $77.8 萬 | 0.2% | −395−5.4% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 22,973 | $77.9 萬 | 0.2% | −9,793−29.9% | 減碼 | – |
| iShares Tr464289883 | CORE 30 70 ETF | 19,668 | $79.0 萬 | 0.2% | −398−2.0% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 4,397 | $80.2 萬 | 0.2% | −109−2.4% | 減碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 14,271 | $82.8 萬 | 0.2% | +155+1.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 5,052 | $83.9 萬 | 0.2% | −185−3.5% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 19,113 | $84.1 萬 | 0.2% | −2,625−12.1% | 減碼 | – |
| BACBank of America Corp | Stock | 16,808 | $86.7 萬 | 0.2% | −4,523−21.2% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,134 | $90.7 萬 | 0.2% | −727−4.6% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 11,035 | $91.5 萬 | 0.2% | +4,078+58.6% | 加碼 | – |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 28,987 | $93.3 萬 | 0.2% | −3,147−9.8% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 14,268 | $94.1 萬 | 0.2% | −2,734−16.1% | 減碼 | – |
| ORealty Income Corp | REIT | 15,813 | $96.1 萬 | 0.2% | −957−5.7% | 減碼 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 8,985 | $96.4 萬 | 0.2% | −1,020−10.2% | 減碼 | – |
| ASMLASML Holding NV | ADR | 998 | $96.6 萬 | 0.2% | +171+20.7% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 12,995 | $101.8 萬 | 0.3% | −380−2.8% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 5,695 | $105.6 萬 | 0.3% | −364−6.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 33,448 | $111.8 萬 | 0.3% | −2,465−6.9% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,801 | $120.6 萬 | 0.3% | +527+41.4% | 加碼 | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 25,415 | $120.9 萬 | 0.3% | −500−1.9% | 減碼 | – |
| BKNGBooking Holdings Inc. | Stock | 236 | $127.6 萬 | 0.3% | +199+537.8% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,889 | $130.7 萬 | 0.3% | +45+0.7% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 29,842 | $131.2 萬 | 0.3% | +388+1.3% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 12,708 | $131.4 萬 | 0.3% | −1,566−11.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 26,722 | $132.1 萬 | 0.3% | −490−1.8% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,473 | $139.7 萬 | 0.3% | +207+3.3% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,547 | $140.8 萬 | 0.3% | −1,109−12.8% | 減碼 | – |
| PGRProgressive Corp | Stock | 5,718 | $141.2 萬 | 0.3% | +4,728+477.6% | 加碼 | 歷史 |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 60,054 | $141.7 萬 | 0.3% | +1,476+2.5% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 30,489 | $142.4 萬 | 0.4% | −6,987−18.6% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 21,409 | $145.2 萬 | 0.4% | −3,467−13.9% | 減碼 | – |
| MUMicron Technology Inc | Stock | 8,869 | $148.4 萬 | 0.4% | +493+5.9% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 38,386 | $149.1 萬 | 0.4% | −242−0.6% | 減碼 | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 32,041 | $149.4 萬 | 0.4% | +2,318+7.8% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 8,033 | $156.2 萬 | 0.4% | −6,167−43.4% | 減碼 | – |
| TDGTransDigm Group INC | COM | 1,225 | $161.5 萬 | 0.4% | +256+26.4% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 13,243 | $162.2 萬 | 0.4% | +30+0.2% | 加碼 | – |
| ARCCAres Capital Corp | CEF | 79,496 | $162.3 萬 | 0.4% | +2,835+3.7% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 6,288 | $163.2 萬 | 0.4% | −30−0.5% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 13,794 | $163.9 萬 | 0.4% | −3,657−21.0% | 減碼 | – |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 174,509 | $165.8 萬 | 0.4% | −8,400−4.6% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C715 | DISC VOLA EQ ETF | 66,673 | $166.7 萬 | 0.4% | +66,673 | 新進 | – |
| WMWaste Management Inc | Stock | 7,686 | $169.7 萬 | 0.4% | +122+1.6% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 9,939 | $169.8 萬 | 0.4% | −31−0.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 11,250 | $172.9 萬 | 0.4% | +3,346+42.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 22,080 | $173.0 萬 | 0.4% | +3,265+17.4% | 加碼 | – |
| ROPRoper Technologies Inc | Stock | 3,491 | $174.1 萬 | 0.4% | +456+15.0% | 加碼 | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 175,431 | $175.6 萬 | 0.4% | +61,793+54.4% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 70,311 | $179.2 萬 | 0.4% | +2,542+3.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,514 | $181.5 萬 | 0.4% | +248+19.6% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 57,462 | $183.4 萬 | 0.5% | +16,498+40.3% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 34,525 | $183.8 萬 | 0.5% | +7,259+26.6% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 31,262 | $185.1 萬 | 0.5% | +5,002+19.0% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 19,607 | $186.6 萬 | 0.5% | +619+3.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 34,038 | $188.3 萬 | 0.5% | +1,385+4.2% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,762 | $190.6 萬 | 0.5% | +600+9.7% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 42,910 | $191.3 萬 | 0.5% | +319+0.7% | 加碼 | – |
| MPWRMonolithic Power Systems, Inc. | COM | 2,090 | $192.4 萬 | 0.5% | +2,090 | 新進 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 72,323 | $197.4 萬 | 0.5% | −300−0.4% | 減碼 | – |
| SOSouthern Co | Stock | 20,933 | $198.4 萬 | 0.5% | −369−1.7% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 6,800 | $199.6 萬 | 0.5% | +757+12.5% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（21 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FISVFiserv Inc | Stock | 17,199 | $296.5 萬 | 0.8% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 33,632 | $263.0 萬 | 0.7% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,399 | $178.4 萬 | 0.5% | 歷史 |
| CPRTCopart Inc | COM | 29,567 | $145.1 萬 | 0.4% | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 6,136 | $68.7 萬 | 0.2% | – |
| iShares Tr464287721 | U.S. TECH ETF | 3,202 | $55.5 萬 | 0.1% | – |
| TMUST-Mobile US, Inc. | Stock | 2,268 | $54.0 萬 | 0.1% | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,999 | $43.7 萬 | 0.1% | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 3,640 | $39.5 萬 | 0.1% | – |
| CMGChipotle Mexican Grill Inc | COM | 6,330 | $35.5 萬 | 0.1% | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,805 | $30.9 萬 | 0.1% | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 883 | $25.2 萬 | 0.1% | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 4,110 | $24.5 萬 | 0.1% | – |
| CRMSalesforce, Inc. | Stock | 880 | $24.0 萬 | 0.1% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,451 | $23.6 萬 | 0.1% | 歷史 |
| PEPPepsiCo Inc | Stock | 1,706 | $22.5 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 785 | $22.0 萬 | 0.1% | – |
| CATCaterpillar Inc | Stock | 555 | $21.5 萬 | 0.1% | 歷史 |
| ALGNAlign Technology Inc | COM | 1,108 | $21.0 萬 | 0.1% | 歷史 |
| APOApollo Global Management, Inc. | COM | 1,450 | $20.6 萬 | 0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 1,497 | $20.4 萬 | 0.1% | 歷史 |