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 |
|---|---|---|---|---|---|---|---|
| BABoeing Co | Stock | 2,050 | $44.5 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 32,834 | $44.6 萬 | 0.1% | −470−1.4% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 6,800 | $45.2 萬 | 0.1% | +200+3.0% | 加碼 | – |
| FTVFortive Corp | Stock | 8,277 | $45.7 萬 | 0.1% | −37−0.4% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 3,490 | $46.2 萬 | 0.1% | −5−0.1% | 減碼 | – |
| CCitigroup Inc | Stock | 3,975 | $46.4 萬 | 0.1% | +40+1.0% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,908 | $46.7 萬 | 0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| LNTAlliant Energy Corp | Stock | 7,187 | $46.7 萬 | 0.1% | +117+1.7% | 加碼 | 歷史 |
| AMEAmetek Inc | COM | 2,288 | $47.0 萬 | 0.1% | +45+2.0% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 723 | $47.3 萬 | 0.1% | +48+7.1% | 加碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 4,676 | $47.5 萬 | 0.1% | +1,796+62.4% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 6,074 | $50.1 萬 | 0.1% | −32−0.5% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,624 | $50.3 萬 | 0.1% | +846+17.7% | 加碼 | – |
| USBUS Bancorp DE | COM NEW | 9,489 | $50.6 萬 | 0.1% | −363−3.7% | 減碼 | 歷史 |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 4,079 | $50.7 萬 | 0.1% | +4,079 | 新進 | – |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 27,849 | $51.9 萬 | 0.1% | −305−1.1% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V530 | NASDAQ INTERNT | 9,760 | $52.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 5,506 | $53.0 萬 | 0.1% | +2,126+62.9% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 5,316 | $53.4 萬 | 0.1% | −1,158−17.9% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,100 | $53.7 萬 | 0.1% | −33−2.9% | 減碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 10,595 | $53.9 萬 | 0.1% | −349−3.2% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 1,364 | $54.1 萬 | 0.1% | +65+5.0% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 6,710 | $54.6 萬 | 0.1% | −1,230−15.5% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 4,627 | $55.2 萬 | 0.1% | +725+18.6% | 加碼 | – |
| BIIBBiogen Inc. | COM | 3,200 | $56.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 1,263 | $56.8 萬 | 0.1% | −6−0.5% | 減碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 1,578 | $56.8 萬 | 0.1% | +68+4.5% | 加碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 6,826 | $57.5 萬 | 0.1% | +423+6.6% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,715 | $57.6 萬 | 0.1% | +30+0.8% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,399 | $57.7 萬 | 0.1% | −89−6.0% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 5,458 | $60.1 萬 | 0.1% | −1,521−21.8% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,500 | $61.5 萬 | 0.1% | −4−0.2% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 6,186 | $63.4 萬 | 0.2% | −29,301−82.6% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E586 | KBW PPTY CASUT | 5,050 | $64.3 萬 | 0.2% | 00.0% | 不變 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 7,594 | $64.8 萬 | 0.2% | −80−1.0% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 947 | $64.9 萬 | 0.2% | −854−47.4% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 20,296 | $65.1 萬 | 0.2% | −1,230−5.7% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 11,425 | $66.4 萬 | 0.2% | −692−5.7% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 2,258 | $68.0 萬 | 0.2% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,026 | $70.0 萬 | 0.2% | +17+1.7% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 18,208 | $70.2 萬 | 0.2% | +131+0.7% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 14,045 | $70.2 萬 | 0.2% | +271+2.0% | 加碼 | – |
| EPREpr Properties | COM SH BEN INT | 14,226 | $71.0 萬 | 0.2% | −45−0.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,136 | $71.7 萬 | 0.2% | +290+10.2% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 21,559 | $71.8 萬 | 0.2% | +342+1.6% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,978 | $71.9 萬 | 0.2% | +191+3.3% | 加碼 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 18,194 | $73.0 萬 | 0.2% | −1,474−7.5% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 12,927 | $73.4 萬 | 0.2% | −21,111−62.0% | 減碼 | – |
| OKEONEOK Inc | COM | 9,996 | $73.5 萬 | 0.2% | +3,382+51.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 21,833 | $73.8 萬 | 0.2% | −1,140−5.0% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $75.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,904 | $75.9 萬 | 0.2% | +1,773+56.6% | 加碼 | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 11,024 | $78.2 萬 | 0.2% | +1,292+13.3% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 4,445 | $79.0 萬 | 0.2% | +48+1.1% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,568 | $80.8 萬 | 0.2% | +180+7.5% | 加碼 | – |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 5,017 | $82.1 萬 | 0.2% | −35−0.7% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 19,270 | $83.3 萬 | 0.2% | +157+0.8% | 加碼 | – |
| iShares Tr464288752 | US HOME CONS ETF | 8,975 | $86.4 萬 | 0.2% | −10−0.1% | 減碼 | – |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 28,352 | $92.1 萬 | 0.2% | −635−2.2% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 11,124 | $92.1 萬 | 0.2% | +89+0.8% | 加碼 | – |
| BACBank of America Corp | Stock | 17,055 | $93.8 萬 | 0.2% | +247+1.5% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 17,035 | $96.0 萬 | 0.2% | +1,222+7.7% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 12,911 | $100.3 萬 | 0.2% | −84−0.6% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 16,057 | $100.3 萬 | 0.2% | +923+6.1% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 15,127 | $101.7 萬 | 0.2% | +859+6.0% | 加碼 | – |
| ASMLASML Holding NV | ADR | 1,020 | $109.1 萬 | 0.3% | +22+2.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,596 | $115.8 萬 | 0.3% | −99−1.7% | 減碼 | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 24,670 | $117.7 萬 | 0.3% | −745−2.9% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 30,566 | $124.5 萬 | 0.3% | +724+2.4% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 26,872 | $129.0 萬 | 0.3% | +150+0.6% | 加碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 48,395 | $129.1 萬 | 0.3% | +48,395 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,774 | $129.8 萬 | 0.3% | −115−1.7% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 12,713 | $130.2 萬 | 0.3% | +50.0% | 加碼 | – |
| PGRProgressive Corp | Stock | 5,982 | $136.2 萬 | 0.3% | +264+4.6% | 加碼 | 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 |
| MPWRMonolithic Power Systems, Inc. | COM | 1,553 | $140.8 萬 | 0.3% | −537−25.7% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 7,095 | $140.9 萬 | 0.3% | −938−11.7% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,457 | $141.9 萬 | 0.3% | −16−0.2% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 30,645 | $142.6 萬 | 0.3% | +156+0.5% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 10,322 | $147.9 萬 | 0.4% | −928−8.2% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,787 | $148.7 萬 | 0.4% | +240+3.2% | 加碼 | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 32,499 | $150.2 萬 | 0.4% | +458+1.4% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 15,892 | $151.3 萬 | 0.4% | −3,715−18.9% | 減碼 | – |
| BXBlackstone Inc. | COM | 9,853 | $151.9 萬 | 0.4% | −86−0.9% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 12,663 | $152.2 萬 | 0.4% | −1,131−8.2% | 減碼 | – |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 39,116 | $153.1 萬 | 0.4% | +730+1.9% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 21,715 | $155.1 萬 | 0.4% | +306+1.4% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 10,451 | $160.1 萬 | 0.4% | +10,451 | 新進 | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 181,859 | $161.9 萬 | 0.4% | +7,350+4.2% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 80,098 | $162.0 萬 | 0.4% | +602+0.8% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 13,468 | $163.8 萬 | 0.4% | +225+1.7% | 加碼 | – |
| ROPRoper Technologies Inc | Stock | 3,758 | $167.3 萬 | 0.4% | +267+7.6% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 69,397 | $172.8 萬 | 0.4% | −914−1.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 6,875 | $176.8 萬 | 0.4% | +75+1.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 22,107 | $177.3 萬 | 0.4% | +27+0.1% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 6,268 | $180.4 萬 | 0.4% | −20−0.3% | 減碼 | – |
| WMWaste Management Inc | Stock | 8,254 | $181.4 萬 | 0.4% | +568+7.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 9,429 | $183.8 萬 | 0.4% | −929−9.0% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 21,393 | $186.6 萬 | 0.4% | +460+2.2% | 加碼 | 歷史 |
| TDGTransDigm Group INC | COM | 1,416 | $188.3 萬 | 0.5% | +191+15.6% | 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 |