RDA Financial Network
- SEC CIK
- 0001774086
- 最新申報
- 2026/7/6
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/6 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 265
- 較 2025 年第 3 季 +8
- 總值
- $4.15 億
- 較 2025 年第 3 季 +$988.7 萬 (+2.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 89,746 | $1,674 萬 | 4.0% | +407+0.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 49,267 | $1,542 萬 | 3.7% | −669−1.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 31,056 | $1,502 萬 | 3.6% | +478+1.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 40,717 | $1,409 萬 | 3.4% | +3,290+8.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 47,297 | $1,286 萬 | 3.1% | −223−0.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 55,112 | $1,272 萬 | 3.1% | +1,293+2.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 18,070 | $1,110 萬 | 2.7% | −228−1.2% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 29,407 | $947.6 萬 | 2.3% | −518−1.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 14,115 | $931.7 萬 | 2.2% | +469+3.4% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 60,184 | $863.8 萬 | 2.1% | +419+0.7% | 加碼 | – |
| VVisa Inc. | Stock | 19,517 | $684.5 萬 | 1.6% | +619+3.3% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 71,640 | $654.6 萬 | 1.6% | +7,578+11.8% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 110,834 | $510.3 萬 | 1.2% | +5,996+5.7% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 16,148 | $490.7 萬 | 1.2% | −860−5.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,968 | $450.8 萬 | 1.1% | −27−0.3% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 41,640 | $444.3 萬 | 1.1% | −856−2.0% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 77,589 | $444.1 萬 | 1.1% | −646−0.8% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 65,554 | $432.7 萬 | 1.0% | +697+1.1% | 加碼 | – |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 93,797 | $427.4 萬 | 1.0% | +93,797 | 新進 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 102,434 | $418.3 萬 | 1.0% | +109+0.1% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 4,506 | $388.6 萬 | 0.9% | +14+0.3% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 6,821 | $386.3 萬 | 0.9% | −3,748−35.5% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 69,094 | $378.4 萬 | 0.9% | +1,819+2.7% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 35,284 | $365.4 萬 | 0.9% | +525+1.5% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 70,438 | $356.3 萬 | 0.9% | −145−0.2% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 3,244 | $348.7 萬 | 0.8% | −11−0.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 10,648 | $334.1 萬 | 0.8% | −2,852−21.1% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 22,296 | $315.5 萬 | 0.8% | −409−1.8% | 減碼 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 6,839 | $310.1 萬 | 0.7% | +130+1.9% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 8,829 | $309.0 萬 | 0.7% | +180+2.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 27,445 | $305.8 萬 | 0.7% | +228+0.8% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 53,833 | $299.1 萬 | 0.7% | +5,180+10.6% | 加碼 | – |
| NETCloudflare, Inc. | CL A COM | 13,898 | $274.0 萬 | 0.7% | +251+1.8% | 加碼 | 歷史 |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 64,873 | $269.1 萬 | 0.6% | −4,484−6.5% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C723 | DYNAMIC EQTY ACT | 104,406 | $267.4 萬 | 0.6% | +13,198+14.5% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 25,408 | $259.1 萬 | 0.6% | +84+0.3% | 加碼 | – |
| DNPDNP Select Income Fund Inc | COM | 257,592 | $257.3 萬 | 0.6% | +82,161+46.8% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 17,413 | $250.7 萬 | 0.6% | +3,889+28.8% | 加碼依 2 比 1 拆股換算 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 141,462 | $250.0 萬 | 0.6% | +275+0.2% | 加碼 | – |
| MUMicron Technology Inc | Stock | 8,529 | $243.4 萬 | 0.6% | −340−3.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 31,448 | $242.2 萬 | 0.6% | +572+1.9% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 6,892 | $241.6 萬 | 0.6% | −11−0.2% | 減碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 18,915 | $241.1 萬 | 0.6% | +519+2.8% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 87,099 | $239.4 萬 | 0.6% | +1,804+2.1% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 18,262 | $239.3 萬 | 0.6% | +962+5.6% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 71,691 | $233.9 萬 | 0.6% | +14,229+24.8% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,908 | $231.6 萬 | 0.6% | −48−0.7% | 減碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 9,116 | $230.6 萬 | 0.6% | −274−2.9% | 減碼 | – |
| GEGeneral Electric Co | Stock | 7,364 | $226.8 萬 | 0.5% | +98+1.3% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 79,637 | $218.4 萬 | 0.5% | +7,314+10.1% | 加碼 | – |
| CVXChevron Corp | Stock | 14,215 | $216.6 萬 | 0.5% | +420+3.0% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 3,765 | $213.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Two RDS Shared Tr90214Q766 | ANFIELD UNVL ETF | 225,339 | $212.0 萬 | 0.5% | +225,339 | 新進 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 90,653 | $211.9 萬 | 0.5% | +2,043+2.3% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 6,122 | $210.7 萬 | 0.5% | −28−0.5% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 12,294 | $210.3 萬 | 0.5% | −66−0.5% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 17,619 | $206.5 萬 | 0.5% | +603+3.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 3,566 | $203.6 萬 | 0.5% | +16+0.5% | 加碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 38,408 | $202.7 萬 | 0.5% | +3,883+11.2% | 加碼 | – |
| WELLWelltower Inc. | REIT | 10,670 | $198.0 萬 | 0.5% | −2,059−16.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 33,322 | $197.5 萬 | 0.5% | −3,420−9.3% | 減碼 | – |
| UBERUber Technologies, Inc | Stock | 23,892 | $195.2 萬 | 0.5% | +366+1.6% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C715 | DISC VOLA EQ ETF | 76,821 | $190.6 萬 | 0.5% | +10,148+15.2% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 31,316 | $190.4 萬 | 0.5% | +54+0.2% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 42,770 | $190.3 萬 | 0.5% | −140−0.3% | 減碼 | – |
| TDGTransDigm Group INC | COM | 1,416 | $188.3 萬 | 0.5% | +191+15.6% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 21,393 | $186.6 萬 | 0.4% | +460+2.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 9,429 | $183.8 萬 | 0.4% | −929−9.0% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 8,254 | $181.4 萬 | 0.4% | +568+7.4% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 6,268 | $180.4 萬 | 0.4% | −20−0.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 22,107 | $177.3 萬 | 0.4% | +27+0.1% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 6,875 | $176.8 萬 | 0.4% | +75+1.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 69,397 | $172.8 萬 | 0.4% | −914−1.3% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 3,758 | $167.3 萬 | 0.4% | +267+7.6% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 13,468 | $163.8 萬 | 0.4% | +225+1.7% | 加碼 | – |
| ARCCAres Capital Corp | CEF | 80,098 | $162.0 萬 | 0.4% | +602+0.8% | 加碼 | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 181,859 | $161.9 萬 | 0.4% | +7,350+4.2% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 10,451 | $160.1 萬 | 0.4% | +10,451 | 新進 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 21,715 | $155.1 萬 | 0.4% | +306+1.4% | 加碼 | – |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 39,116 | $153.1 萬 | 0.4% | +730+1.9% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 12,663 | $152.2 萬 | 0.4% | −1,131−8.2% | 減碼 | – |
| BXBlackstone Inc. | COM | 9,853 | $151.9 萬 | 0.4% | −86−0.9% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 15,892 | $151.3 萬 | 0.4% | −3,715−18.9% | 減碼 | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 32,499 | $150.2 萬 | 0.4% | +458+1.4% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,787 | $148.7 萬 | 0.4% | +240+3.2% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 10,322 | $147.9 萬 | 0.4% | −928−8.2% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 30,645 | $142.6 萬 | 0.3% | +156+0.5% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,457 | $141.9 萬 | 0.3% | −16−0.2% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 7,095 | $140.9 萬 | 0.3% | −938−11.7% | 減碼 | – |
| MPWRMonolithic Power Systems, Inc. | COM | 1,553 | $140.8 萬 | 0.3% | −537−25.7% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 14,878 | $139.5 萬 | 0.3% | −262−1.7% | 減碼依 10 比 1 拆股換算 | 歷史 |
| PGRProgressive Corp | Stock | 5,982 | $136.2 萬 | 0.3% | +264+4.6% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 12,713 | $130.2 萬 | 0.3% | +50.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,774 | $129.8 萬 | 0.3% | −115−1.7% | 減碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 48,395 | $129.1 萬 | 0.3% | +48,395 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 26,872 | $129.0 萬 | 0.3% | +150+0.6% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 30,566 | $124.5 萬 | 0.3% | +724+2.4% | 加碼 | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 24,670 | $117.7 萬 | 0.3% | −745−2.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 5,596 | $115.8 萬 | 0.3% | −99−1.7% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,020 | $109.1 萬 | 0.3% | +22+2.2% | 加碼 | 歷史 |
2025 年第 3 季之後清倉（8 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BKNGBooking Holdings Inc. | Stock | 236 | $127.6 萬 | 0.3% | 歷史 |
| PAYXPaychex Inc | Stock | 4,715 | $59.8 萬 | 0.1% | 歷史 |
| iShares Inc464286392 | MSCI WORLD ETF | 2,357 | $42.8 萬 | 0.1% | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 1,361 | $41.1 萬 | 0.1% | – |
| RVTYRevvity, Inc. | COM | 4,372 | $38.3 萬 | 0.1% | 歷史 |
| SLGNSilgan Holdings Inc | COM | 8,570 | $36.9 萬 | 0.1% | 歷史 |
| iShares Tr46429B291 | A RATE CP BD ETF | 5,545 | $26.9 萬 | 0.1% | – |
| FASTFastenal Co | Stock | 4,855 | $23.8 萬 | 0.1% | 歷史 |