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 |
|---|---|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 3,550 | $201.9 萬 | 0.5% | −23−0.6% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 12,360 | $205.6 萬 | 0.5% | +1,679+15.7% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 88,610 | $208.0 萬 | 0.5% | +3,958+4.7% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 17,016 | $210.6 萬 | 0.5% | +4,845+39.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 30,876 | $211.3 萬 | 0.5% | +2,588+9.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 36,742 | $211.3 萬 | 0.5% | +12,990+54.7% | 加碼 | – |
| CVXChevron Corp | Stock | 13,795 | $214.2 萬 | 0.5% | +98+0.7% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 7,266 | $218.6 萬 | 0.5% | −2,014−21.7% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 6,903 | $223.0 萬 | 0.6% | −121−1.7% | 減碼 | 歷史 |
| WELLWelltower Inc. | REIT | 12,729 | $226.8 萬 | 0.6% | −311−2.4% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,956 | $228.3 萬 | 0.6% | −8−0.1% | 減碼 | – |
| UBERUber Technologies, Inc | Stock | 23,526 | $230.5 萬 | 0.6% | +3,683+18.6% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C723 | DYNAMIC EQTY ACT | 91,208 | $230.8 萬 | 0.6% | +91,208 | 新進 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 52,210 | $231.9 萬 | 0.6% | +346+0.7% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 9,390 | $232.0 萬 | 0.6% | +1,297+16.0% | 加碼 | – |
| KKRKKR & Co. Inc. | COM | 18,396 | $239.1 萬 | 0.6% | +1,665+10.0% | 加碼 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 141,187 | $240.2 萬 | 0.6% | −1,562−1.1% | 減碼 | – |
| KMIKinder Morgan, Inc. | Stock | 85,295 | $241.5 萬 | 0.6% | +330+0.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,255 | $248.4 萬 | 0.6% | +131+4.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,150 | $249.2 萬 | 0.6% | +561+10.0% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 25,324 | $252.0 萬 | 0.6% | +381+1.5% | 加碼 | – |
| ANETArista Networks, Inc. | Stock | 17,300 | $252.1 萬 | 0.6% | +17,300 | 新進 | 歷史 |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 69,357 | $257.9 萬 | 0.6% | +8,120+13.3% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 48,653 | $262.7 萬 | 0.6% | +5,971+14.0% | 加碼 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 6,709 | $262.8 萬 | 0.6% | +1,858+38.3% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 3,765 | $270.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 27,217 | $280.5 萬 | 0.7% | +2,536+10.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 10,358 | $291.3 萬 | 0.7% | −2,549−19.7% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 13,647 | $292.9 萬 | 0.7% | +13,647 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 8,649 | $305.1 萬 | 0.8% | +1,400+19.3% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 22,705 | $313.9 萬 | 0.8% | −731−3.1% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 13,500 | $328.8 萬 | 0.8% | +2,406+21.7% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 34,759 | $344.5 萬 | 0.8% | −121−0.3% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 35,487 | $354.7 萬 | 0.9% | −1,100−3.0% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 70,583 | $358.4 萬 | 0.9% | +6,356+9.9% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 67,275 | $362.4 萬 | 0.9% | +7,928+13.4% | 加碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 102,325 | $412.9 萬 | 1.0% | −3,210−3.0% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 4,492 | $415.8 萬 | 1.0% | +301+7.2% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 64,857 | $423.3 萬 | 1.0% | −4,250−6.1% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 42,496 | $444.1 萬 | 1.1% | −1,468−3.3% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 78,235 | $446.7 萬 | 1.1% | +2,331+3.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 8,995 | $452.2 萬 | 1.1% | +1,309+17.0% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 10,569 | $472.7 萬 | 1.2% | +551+5.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 17,008 | $475.0 萬 | 1.2% | +12,365+266.3% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 104,838 | $484.8 萬 | 1.2% | +13,428+14.7% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 64,062 | $587.8 萬 | 1.4% | +24,388+61.5% | 加碼 | – |
| VVisa Inc. | Stock | 18,898 | $645.1 萬 | 1.6% | +1,817+10.6% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 59,765 | $842.4 萬 | 2.1% | −1,364−2.2% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 29,925 | $943.9 萬 | 2.3% | −1,390−4.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 13,646 | $1,002 萬 | 2.5% | +587+4.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 18,298 | $1,099 萬 | 2.7% | −298−1.6% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 53,819 | $1,182 萬 | 2.9% | +2,356+4.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 47,520 | $1,210 萬 | 3.0% | +349+0.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 49,936 | $1,214 萬 | 3.0% | −1,953−3.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 37,427 | $1,235 萬 | 3.0% | −1,542−4.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 30,578 | $1,584 萬 | 3.9% | +1,116+3.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 89,339 | $1,667 萬 | 4.1% | −3,511−3.8% | 減碼 | 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 |