RDA Financial Network
- SEC CIK
- 0001774086
- 最新申報
- 2026/7/6
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/8 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 273
- 較 2025 年第 4 季 +8
- 總值
- $4.00 億
- 較 2025 年第 4 季 −$1,573 萬 (−3.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 89,352 | $1,558 萬 | 3.9% | −394−0.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 49,064 | $1,411 萬 | 3.5% | −203−0.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 41,302 | $1,278 萬 | 3.2% | +585+1.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 32,067 | $1,187 萬 | 3.0% | +1,011+3.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 45,761 | $1,161 萬 | 2.9% | −1,536−3.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 55,268 | $1,151 萬 | 2.9% | +156+0.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 18,035 | $1,041 萬 | 2.6% | −35−0.2% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 61,506 | $910.9 萬 | 2.3% | +1,322+2.2% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 29,795 | $876.4 萬 | 2.2% | +388+1.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 14,103 | $806.9 萬 | 2.0% | −12−0.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 24,730 | $747.4 萬 | 1.9% | +5,213+26.7% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 16,271 | $549.9 萬 | 1.4% | +123+0.8% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 116,664 | $532.2 萬 | 1.3% | +5,830+5.3% | 加碼 | – |
| WMTWalmart Inc. | Stock | 39,109 | $486.0 萬 | 1.2% | +11,664+42.5% | 加碼 | 歷史 |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 99,432 | $461.4 萬 | 1.2% | +5,635+6.0% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 67,289 | $454.4 萬 | 1.1% | +1,735+2.6% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 4,487 | $447.1 萬 | 1.1% | −19−0.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,195 | $440.6 萬 | 1.1% | +227+2.5% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 77,557 | $439.6 萬 | 1.1% | −320.0% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 43,208 | $423.1 萬 | 1.1% | +1,568+3.8% | 加碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 104,702 | $408.1 萬 | 1.0% | +2,268+2.2% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 77,339 | $389.6 萬 | 1.0% | +6,901+9.8% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 35,263 | $341.0 萬 | 0.9% | −21−0.1% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 7,151 | $329.7 萬 | 0.8% | +330+4.8% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 65,419 | $323.0 萬 | 0.8% | −3,675−5.3% | 減碼 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 7,183 | $320.7 萬 | 0.8% | +344+5.0% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 34,233 | $313.7 萬 | 0.8% | −37,407−52.2% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 22,667 | $313.6 萬 | 0.8% | +371+1.7% | 加碼 | – |
| NETCloudflare, Inc. | CL A COM | 15,112 | $311.8 萬 | 0.8% | +1,214+8.7% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 56,748 | $311.2 萬 | 0.8% | +2,915+5.4% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 3,222 | $296.3 萬 | 0.7% | −22−0.7% | 減碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 25,908 | $286.2 萬 | 0.7% | +500+2.0% | 加碼 | – |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 63,446 | $285.8 萬 | 0.7% | −1,427−2.2% | 減碼 | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 276,671 | $285.0 萬 | 0.7% | +19,079+7.4% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 7,963 | $269.0 萬 | 0.7% | −566−6.6% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,018 | $266.5 萬 | 0.7% | +998+97.8% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C723 | DYNAMIC EQTY ACT | 107,103 | $260.4 萬 | 0.7% | +2,697+2.6% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 19,116 | $250.3 萬 | 0.6% | +1,497+8.5% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 18,361 | $244.0 萬 | 0.6% | +948+5.4% | 加碼 | – |
| ANETArista Networks, Inc. | Stock | 19,717 | $242.1 萬 | 0.6% | +1,455+8.0% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 78,078 | $239.5 萬 | 0.6% | −1,559−2.0% | 減碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 138,337 | $237.2 萬 | 0.6% | −3,125−2.2% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 9,681 | $235.3 萬 | 0.6% | +852+9.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,193 | $235.0 萬 | 0.6% | −2,455−23.1% | 減碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 9,624 | $228.7 萬 | 0.6% | +508+5.6% | 加碼 | – |
| Two RDS Shared Tr90214Q766 | ANFIELD UNVL ETF | 240,619 | $224.1 萬 | 0.6% | +15,280+6.8% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,920 | $222.0 萬 | 0.6% | +12+0.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 28,681 | $219.5 萬 | 0.5% | +6,574+29.7% | 加碼 | – |
| SOSouthern Co | Stock | 22,570 | $217.8 萬 | 0.5% | +1,177+5.5% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 7,642 | $216.9 萬 | 0.5% | +278+3.8% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 10,928 | $216.0 萬 | 0.5% | +258+2.4% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 6,988 | $204.6 萬 | 0.5% | +96+1.4% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 8,751 | $201.1 萬 | 0.5% | +497+6.0% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 85,547 | $198.6 萬 | 0.5% | −5,106−5.6% | 減碼 | – |
| PFEPfizer Inc | Stock | 70,120 | $196.9 萬 | 0.5% | +723+1.0% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 42,924 | $192.5 萬 | 0.5% | +154+0.4% | 加碼 | – |
| MAMastercard Inc | Stock | 3,835 | $191.6 萬 | 0.5% | +269+7.5% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 14,051 | $190.7 萬 | 0.5% | +583+4.3% | 加碼 | – |
| BlackRock ETF Trust09290C715 | DISC VOLA EQ ETF | 76,663 | $189.0 萬 | 0.5% | −158−0.2% | 減碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 36,261 | $188.3 萬 | 0.5% | −2,147−5.6% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 5,571 | $183.2 萬 | 0.5% | −551−9.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 11,188 | $178.7 萬 | 0.4% | +9,000+411.3% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 6,305 | $171.7 萬 | 0.4% | +37+0.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 8,866 | $170.2 萬 | 0.4% | +2,092+30.9% | 加碼 | – |
| KKRKKR & Co. Inc. | COM | 18,351 | $169.7 萬 | 0.4% | −564−3.0% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 40,690 | $160.6 萬 | 0.4% | +1,574+4.0% | 加碼 | – |
| AXONAxon Enterprise, Inc. | COM | 3,690 | $156.7 萬 | 0.4% | −75−2.0% | 減碼 | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 182,359 | $155.4 萬 | 0.4% | +500+0.3% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 12,482 | $155.2 萬 | 0.4% | −181−1.4% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 53,266 | $155.2 萬 | 0.4% | −18,425−25.7% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 33,096 | $152.9 萬 | 0.4% | +2,451+8.0% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,773 | $152.5 萬 | 0.4% | −14−0.2% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 26,185 | $152.3 萬 | 0.4% | −5,131−16.4% | 減碼 | – |
| PGRProgressive Corp | Stock | 7,536 | $149.4 萬 | 0.4% | +1,554+26.0% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 15,691 | $149.0 萬 | 0.4% | −201−1.3% | 減碼 | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 32,017 | $146.8 萬 | 0.4% | −482−1.5% | 減碼 | – |
| MPWRMonolithic Power Systems, Inc. | COM | 1,337 | $146.1 萬 | 0.4% | −216−13.9% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 11,069 | $142.5 萬 | 0.4% | −1,225−10.0% | 減碼 | 歷史 |
| TDGTransDigm Group INC | COM | 1,214 | $140.7 萬 | 0.4% | −202−14.3% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,585 | $140.0 萬 | 0.4% | +3,585 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 27,807 | $139.6 萬 | 0.3% | −2,759−9.0% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,414 | $137.9 萬 | 0.3% | −43−0.7% | 減碼 | – |
| ARCCAres Capital Corp | CEF | 76,263 | $137.4 萬 | 0.3% | −3,835−4.8% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 51,840 | $135.8 萬 | 0.3% | +3,445+7.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 26,872 | $133.3 萬 | 0.3% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 6,554 | $133.2 萬 | 0.3% | −321−4.7% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,077 | $133.0 萬 | 0.3% | +3,077 | 新進 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 12,855 | $133.0 萬 | 0.3% | +142+1.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 5,395 | $131.9 萬 | 0.3% | −201−3.6% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 20,486 | $131.3 萬 | 0.3% | +4,429+27.6% | 加碼 | – |
| LULUlululemon athletica inc. | Stock | 8,341 | $127.7 萬 | 0.3% | +8,341 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 12,166 | $127.2 萬 | 0.3% | +1,715+16.4% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 3,584 | $126.8 萬 | 0.3% | −174−4.6% | 減碼 | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 24,270 | $115.0 萬 | 0.3% | −400−1.6% | 減碼 | – |
| KMIKinder Morgan, Inc. | Stock | 34,149 | $114.5 萬 | 0.3% | −52,950−60.8% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 9,770 | $112.3 萬 | 0.3% | −83−0.8% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 48,642 | $111.4 萬 | 0.3% | +48,642 | 新進 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 12,833 | $105.2 萬 | 0.3% | −78−0.6% | 減碼 | – |
| ORealty Income Corp | REIT | 16,566 | $101.3 萬 | 0.3% | −469−2.8% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C764 | ISHA IN CTRY ETF | 31,376 | $100.9 萬 | 0.3% | +31,376 | 新進 | – |
2025 年第 4 季之後清倉（20 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NFLXNetflix Inc | Stock | 14,878 | $139.5 萬 | 0.3% | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 5,506 | $53.0 萬 | 0.1% | – |
| LNTAlliant Energy Corp | Stock | 7,187 | $46.7 萬 | 0.1% | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,968 | $39.4 萬 | 0.1% | 歷史 |
| BLKBlackRock, Inc. | Stock | 321 | $34.4 萬 | 0.1% | 歷史 |
| NINisource Inc. | COM | 7,977 | $33.3 萬 | 0.1% | 歷史 |
| ORIOld Republic International Corp | COM | 5,390 | $24.6 萬 | 0.1% | 歷史 |
| RBLXRoblox Corp | Stock | 3,024 | $24.5 萬 | 0.1% | 歷史 |
| NTRSNorthern Trust Corp | COM | 1,738 | $23.7 萬 | 0.1% | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 1,810 | $23.5 萬 | 0.1% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,646 | $23.1 萬 | 0.1% | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 901 | $22.6 萬 | 0.1% | – |
| SYMSymbotic Inc. | Stock | 3,639 | $21.7 萬 | 0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,620 | $21.1 萬 | 0.1% | 歷史 |
| APOApollo Global Management, Inc. | COM | 1,450 | $21.0 萬 | 0.1% | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 3,845 | $21.0 萬 | 0.1% | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 939 | $21.0 萬 | 0.1% | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 1,644 | $20.8 萬 | 0.1% | – |
| ProShares Tr74347R248 | LARGE CAP CRE | 2,586 | $20.6 萬 | <0.1% | – |
| SNAPSnap Inc | Stock | 13,884 | $11.2 萬 | <0.1% | 歷史 |