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 |
|---|---|---|---|---|---|---|---|
| SNAPSnap Inc | Stock | 13,884 | $11.2 萬 | <0.1% | +1,865+15.5% | 加碼 | 歷史 |
| HRHealthcare Realty Trust Inc | CL A COM | 11,737 | $19.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 2,139 | $20.1 萬 | <0.1% | +67+3.2% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,670 | $20.6 萬 | <0.1% | +1,670 | 新進 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 2,241 | $20.6 萬 | <0.1% | +2,241 | 新進 | 歷史 |
| ProShares Tr74347R248 | LARGE CAP CRE | 2,586 | $20.6 萬 | <0.1% | −303−10.5% | 減碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 1,644 | $20.8 萬 | 0.1% | −393−19.3% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 18,605 | $20.9 萬 | 0.1% | 00.0% | 不變 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 939 | $21.0 萬 | 0.1% | −10−1.1% | 減碼 | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 3,845 | $21.0 萬 | 0.1% | −45−1.2% | 減碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 1,450 | $21.0 萬 | 0.1% | +1,450 | 新進 | 歷史 |
| Global X FDS37960A529 | DEFENSE TECH ETF | 3,244 | $21.0 萬 | 0.1% | +150+4.8% | 加碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 3,620 | $21.1 萬 | 0.1% | −528−12.7% | 減碼 | 歷史 |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 1,867 | $21.2 萬 | 0.1% | +78+4.4% | 加碼 | – |
| Bondbloxx ETF Trust09789C820 | BLOOMBERG SEVEN | 4,426 | $21.3 萬 | 0.1% | +157+3.7% | 加碼 | – |
| CBChubb Ltd | Stock | 691 | $21.6 萬 | 0.1% | +691 | 新進 | 歷史 |
| iShares Tr464288562 | RESIDENTIAL MULT | 2,611 | $21.6 萬 | 0.1% | +8+0.3% | 加碼 | – |
| SYMSymbotic Inc. | Stock | 3,639 | $21.7 萬 | 0.1% | −2,138−37.0% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 4,696 | $21.8 萬 | 0.1% | −479−9.3% | 減碼 | – |
| TSITCW Strategic Income Fund Inc | COM | 44,344 | $21.9 萬 | 0.1% | +400+0.9% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 1,299 | $21.9 萬 | 0.1% | −101−7.2% | 減碼 | – |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 9,442 | $22.0 萬 | 0.1% | −50,612−84.3% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 901 | $22.6 萬 | 0.1% | −959−51.6% | 減碼 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 4,866 | $22.9 萬 | 0.1% | −885−15.4% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,646 | $23.1 萬 | 0.1% | 00.0% | 不變 | – |
| ETREntergy Corp | COM | 2,505 | $23.2 萬 | 0.1% | +61+2.5% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,202 | $23.2 萬 | 0.1% | +175+8.6% | 加碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 1,810 | $23.5 萬 | 0.1% | 00.0% | 不變 | – |
| NTRSNorthern Trust Corp | COM | 1,738 | $23.7 萬 | 0.1% | −87−4.8% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 5,403 | $24.2 萬 | 0.1% | +405+8.1% | 加碼依 2 比 1 拆股換算 | – |
| SNASnap-on Inc | COM | 702 | $24.2 萬 | 0.1% | −14−2.0% | 減碼 | 歷史 |
| RBLXRoblox Corp | Stock | 3,024 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORIOld Republic International Corp | COM | 5,390 | $24.6 萬 | 0.1% | +5,390 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,783 | $24.6 萬 | 0.1% | −9−0.3% | 減碼 | – |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 1,217 | $25.1 萬 | 0.1% | −15−1.2% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 2,313 | $25.4 萬 | 0.1% | −350−13.1% | 減碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 1,742 | $25.5 萬 | 0.1% | +42+2.5% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,087 | $25.6 萬 | 0.1% | −66−3.1% | 減碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 3,199 | $25.8 萬 | 0.1% | +200+6.7% | 加碼 | – |
| UTGReaves Utility Income Fund | COM SH BEN INT | 7,104 | $26.0 萬 | 0.1% | +1,760+32.9% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 550 | $26.0 萬 | 0.1% | −81−12.8% | 減碼 | – |
| COPConocoPhillips | Stock | 2,794 | $26.2 萬 | 0.1% | +81+3.0% | 加碼 | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 220 | $26.7 萬 | 0.1% | +10+4.8% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 815 | $26.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PTCPTC Inc. | Stock | 1,550 | $27.0 萬 | 0.1% | +51+3.4% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,748 | $28.0 萬 | 0.1% | +255+17.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 2,486 | $28.3 萬 | 0.1% | −126−4.8% | 減碼 | 歷史 |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 11,797 | $28.4 萬 | 0.1% | +2,246+23.5% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,880 | $28.5 萬 | 0.1% | −277−6.7% | 減碼 | – |
| LINLinde PLC | Stock | 681 | $29.0 萬 | 0.1% | −67−9.0% | 減碼 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 3,965 | $29.2 萬 | 0.1% | +781+24.5% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 6,413 | $29.6 萬 | 0.1% | +125+2.0% | 加碼 | – |
| PEGPublic Service Enterprise Group Inc | COM | 3,730 | $30.0 萬 | 0.1% | +3,730 | 新進 | 歷史 |
| XELXcel Energy Inc | Stock | 4,109 | $30.3 萬 | 0.1% | +51+1.3% | 加碼 | 歷史 |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 10,740 | $30.6 萬 | 0.1% | +950+9.7% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 6,925 | $30.7 萬 | 0.1% | +27+0.4% | 加碼 | – |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 4,053 | $30.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 10,420 | $31.1 萬 | 0.1% | −274−2.6% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,598 | $31.2 萬 | 0.1% | +1,598 | 新進 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 10,475 | $31.6 萬 | 0.1% | +340+3.4% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,263 | $31.9 萬 | 0.1% | 00.0% | 不變 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 4,199 | $32.3 萬 | 0.1% | +37+0.9% | 加碼 | – |
| ADIAnalog Devices Inc | Stock | 1,194 | $32.4 萬 | 0.1% | +81+7.3% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 3,474 | $32.4 萬 | 0.1% | +357+11.5% | 加碼 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 5,709 | $32.5 萬 | 0.1% | −980−14.7% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 675 | $32.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 991 | $32.7 萬 | 0.1% | −403−28.9% | 減碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 595 | $32.9 萬 | 0.1% | −25−4.0% | 減碼 | 歷史 |
| SHELShell plc | ADR | 4,501 | $33.1 萬 | 0.1% | +22+0.5% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 549 | $33.2 萬 | 0.1% | −2−0.4% | 減碼 | 歷史 |
| NINisource Inc. | COM | 7,977 | $33.3 萬 | 0.1% | +7,977 | 新進 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 7,107 | $33.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,044 | $33.5 萬 | 0.1% | −734−19.4% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 2,188 | $33.6 萬 | 0.1% | +2,188 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 9,833 | $33.7 萬 | 0.1% | −23,615−70.6% | 減碼 | – |
| BLKBlackRock, Inc. | Stock | 321 | $34.4 萬 | 0.1% | +321 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 7,843 | $34.8 萬 | 0.1% | −44,367−85.0% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 556 | $34.9 萬 | 0.1% | −101−15.4% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,542 | $35.2 萬 | 0.1% | +76+1.2% | 加碼 | – |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 6,740 | $35.8 萬 | 0.1% | 00.0% | 不變 | – |
| SCHWSchwab Charles Corp | Stock | 3,676 | $36.7 萬 | 0.1% | +234+6.8% | 加碼 | 歷史 |
| Schwab Strategic Tr808524680 | LONG TERM US | 11,595 | $36.8 萬 | 0.1% | +3,786+48.5% | 加碼 | – |
| MAINMain Street Capital CORP | CEF | 6,093 | $36.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 7,818 | $37.0 萬 | 0.1% | +197+2.6% | 加碼 | – |
| RSGRepublic Services, Inc. | COM | 1,749 | $37.1 萬 | 0.1% | +56+3.3% | 加碼 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 5,970 | $38.8 萬 | 0.1% | +5+0.1% | 加碼 | – |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 3,322 | $39.4 萬 | 0.1% | −306−8.4% | 減碼 | – |
| EDConsolidated Edison Inc | Stock | 3,968 | $39.4 萬 | 0.1% | +116+3.0% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,027 | $39.9 萬 | 0.1% | −717−15.1% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,813 | $40.4 萬 | 0.1% | −2,708−31.8% | 減碼 | – |
| APAMArtisan Partners Asset Management Inc. | CL A | 9,940 | $40.5 萬 | 0.1% | +445+4.7% | 加碼 | 歷史 |
| KRKroger Co | Stock | 6,793 | $42.4 萬 | 0.1% | +82+1.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 4,450 | $42.7 萬 | 0.1% | +4,450 | 新進 | 歷史 |
| WCNWaste Connections, Inc. | COM | 2,459 | $43.1 萬 | 0.1% | +67+2.8% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 4,803 | $43.2 萬 | 0.1% | −62−1.3% | 減碼 | – |
| BKRBaker Hughes Co | CL A | 9,624 | $43.8 萬 | 0.1% | +124+1.3% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 17,650 | $43.8 萬 | 0.1% | −569−3.1% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 583 | $43.9 萬 | 0.1% | 00.0% | 不變 | – |
| AONAon plc | CL A | 1,251 | $44.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 25,212 | $44.2 萬 | 0.1% | +7,865+45.3% | 加碼 | – |
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 |