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 |
|---|---|---|---|---|---|---|---|
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 18,305 | $19.9 萬 | <0.1% | −300−1.6% | 減碼 | – |
| HRHealthcare Realty Trust Inc | CL A COM | 11,737 | $19.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,098 | $20.0 萬 | 0.1% | +2,098 | 新進 | – |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 8,700 | $20.1 萬 | 0.1% | −742−7.9% | 減碼 | – |
| HSYHershey Co | COM | 969 | $20.1 萬 | 0.1% | +969 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 3,087 | $20.4 萬 | 0.1% | +3,087 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46654Q641 | FLEXIBLE INCOME | 4,074 | $20.4 萬 | 0.1% | +4,074 | 新進 | – |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 6,422 | $20.5 萬 | 0.1% | +6,422 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 715 | $20.5 萬 | 0.1% | +715 | 新進 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 4,449 | $20.7 萬 | 0.1% | −417−8.6% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 4,378 | $20.7 萬 | 0.1% | −318−6.8% | 減碼 | – |
| Fidelity Merrimack STR Tr316188705 | INVESTMENT GR SE | 4,761 | $20.9 萬 | 0.1% | +4,761 | 新進 | – |
| ARMArm Holdings PLC | ADR | 1,383 | $20.9 萬 | 0.1% | +1,383 | 新進 | 歷史 |
| AZNAstraZeneca PLC | ADR | 1,070 | $21.1 萬 | 0.1% | −51−4.5% | 減碼依 1 比 2 拆股換算 | 歷史 |
| DEDeere & Co | Stock | 375 | $21.1 萬 | 0.1% | +375 | 新進 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 51 | $21.5 萬 | 0.1% | +51 | 新進 | 歷史 |
| iShares Tr464288562 | RESIDENTIAL MULT | 2,591 | $21.6 萬 | 0.1% | −20−0.8% | 減碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 2,285 | $21.6 萬 | 0.1% | +146+6.8% | 加碼 | – |
| FASTFastenal Co | Stock | 4,668 | $21.7 萬 | 0.1% | +4,668 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 2,267 | $21.8 萬 | 0.1% | −219−8.8% | 減碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 1,295 | $21.9 萬 | 0.1% | −4−0.3% | 減碼 | – |
| CBChubb Ltd | Stock | 683 | $22.3 萬 | 0.1% | −8−1.2% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,057 | $22.3 萬 | 0.1% | +1,057 | 新進 | – |
| BABAAlibaba Group Holding Ltd | ADR | 1,785 | $22.4 萬 | 0.1% | +43+2.5% | 加碼 | 歷史 |
| Bondbloxx ETF Trust09789C820 | BLOOMBERG SEVEN | 4,720 | $22.5 萬 | 0.1% | +294+6.6% | 加碼 | – |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 1,882 | $22.6 萬 | 0.1% | +15+0.8% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,002 | $22.6 萬 | 0.1% | +332+19.9% | 加碼 | – |
| Schwab Strategic Tr808524680 | LONG TERM US | 7,234 | $22.7 萬 | 0.1% | −4,361−37.6% | 減碼 | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 2,729 | $23.0 萬 | 0.1% | +2,729 | 新進 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,644 | $23.5 萬 | 0.1% | −139−5.0% | 減碼 | – |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 1,181 | $23.7 萬 | 0.1% | −36−3.0% | 減碼 | – |
| TPLTexas Pacific Land Corp | Stock | 500 | $23.7 萬 | 0.1% | +500 | 新進 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 2,572 | $23.8 萬 | 0.1% | −5,022−66.1% | 減碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 3,009 | $23.9 萬 | 0.1% | −190−5.9% | 減碼 | – |
| GLWCorning Inc | COM | 1,779 | $24.2 萬 | 0.1% | +1,779 | 新進 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,475 | $24.2 萬 | 0.1% | −11,652−77.0% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 3,061 | $24.4 萬 | 0.1% | −413−11.9% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 572 | $24.4 萬 | 0.1% | +22+4.0% | 加碼 | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 6,516 | $24.4 萬 | 0.1% | +6,516 | 新進 | – |
| WECWec Energy Group, Inc. | Stock | 2,126 | $24.6 萬 | 0.1% | −76−3.5% | 減碼 | 歷史 |
| SNASnap-on Inc | COM | 696 | $25.3 萬 | 0.1% | −6−0.9% | 減碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 4,772 | $25.4 萬 | 0.1% | +4,772 | 新進 | – |
| iShares Tips Bond ETF464287176 | ETF | 2,308 | $25.5 萬 | 0.1% | −5−0.2% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 963 | $26.1 萬 | 0.1% | −28−2.8% | 減碼 | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 20,603 | $26.1 萬 | 0.1% | −12,231−37.3% | 減碼 | 歷史 |
| TSITCW Strategic Income Fund Inc | COM | 59,805 | $26.9 萬 | 0.1% | +15,461+34.9% | 加碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,763 | $27.8 萬 | 0.1% | −1,913−40.9% | 減碼 | – |
| UTGReaves Utility Income Fund | COM SH BEN INT | 7,119 | $28.0 萬 | 0.1% | +15+0.2% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 9,823 | $28.2 萬 | 0.1% | −597−5.7% | 減碼 | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 4,053 | $28.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 814 | $28.7 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 549 | $28.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 4,008 | $28.8 萬 | 0.1% | −19,884−83.2% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,745 | $28.9 萬 | 0.1% | −3−0.2% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,080 | $29.0 萬 | 0.1% | −7−0.3% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 2,582 | $29.0 萬 | 0.1% | +77+3.1% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,866 | $29.0 萬 | 0.1% | −14−0.4% | 減碼 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 2,054 | $29.2 萬 | 0.1% | +2,054 | 新進 | – |
| DOWDow Inc. | Stock | 7,130 | $29.7 萬 | 0.1% | +7,130 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 501 | $30.0 萬 | 0.1% | −55−9.9% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 6,413 | $30.2 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 9,034 | $30.5 萬 | 0.1% | −799−8.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 7,061 | $30.8 萬 | 0.1% | −782−10.0% | 減碼 | – |
| PTCPTC Inc. | Stock | 2,184 | $31.1 萬 | 0.1% | +634+40.9% | 加碼 | 歷史 |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 12,097 | $31.3 萬 | 0.1% | +300+2.5% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 5,241 | $32.1 萬 | 0.1% | −162−3.0% | 減碼 | – |
| ORCLOracle Corp | Stock | 2,184 | $32.1 萬 | 0.1% | −7,245−76.8% | 減碼 | 歷史 |
| MAINMain Street Capital CORP | CEF | 6,093 | $32.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,950 | $32.6 萬 | 0.1% | −94−3.1% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,263 | $33.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 4,176 | $33.0 萬 | 0.1% | +211+5.3% | 加碼 | – |
| XELXcel Energy Inc | Stock | 4,160 | $33.0 萬 | 0.1% | +51+1.2% | 加碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 6,622 | $33.1 萬 | 0.1% | −7,604−53.5% | 減碼 | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 287 | $33.1 萬 | 0.1% | +67+30.5% | 加碼 | 歷史 |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 6,440 | $33.7 萬 | 0.1% | −300−4.5% | 減碼 | – |
| LINLinde PLC | Stock | 682 | $33.8 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,085 | $34.5 萬 | 0.1% | −109−9.1% | 減碼 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 5,836 | $34.5 萬 | 0.1% | +127+2.2% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 6,816 | $34.6 萬 | 0.1% | −109−1.6% | 減碼 | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 12,860 | $35.1 萬 | 0.1% | +2,120+19.7% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,534 | $35.3 萬 | 0.1% | −8−0.1% | 減碼 | – |
| HONHoneywell International Inc | COM | 1,594 | $36.0 萬 | 0.1% | −4−0.3% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 2,795 | $36.9 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,974 | $37.3 萬 | 0.1% | +298+8.1% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 7,107 | $37.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 5,970 | $38.4 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 3,191 | $38.9 萬 | 0.1% | −131−3.9% | 減碼 | – |
| BABoeing Co | Stock | 2,003 | $39.9 萬 | 0.1% | −47−2.3% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,740 | $40.3 萬 | 0.1% | −73−1.3% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 578 | $40.3 萬 | 0.1% | −5−0.9% | 減碼 | – |
| SHELShell plc | ADR | 4,337 | $40.3 萬 | 0.1% | −164−3.6% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,124 | $40.6 萬 | 0.1% | +97+2.4% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 672 | $40.6 萬 | 0.1% | −3−0.4% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,147 | $40.7 萬 | 0.1% | +2,147 | 新進 | 歷史 |
| APAMArtisan Partners Asset Management Inc. | CL A | 11,621 | $42.3 萬 | 0.1% | +1,681+16.9% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 3,895 | $44.2 萬 | 0.1% | −80−2.0% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 9,392 | $44.2 萬 | 0.1% | +1,574+20.1% | 加碼 | – |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 25,387 | $44.3 萬 | 0.1% | +175+0.7% | 加碼 | – |
| MCOMoodys Corp | Stock | 1,021 | $44.6 萬 | 0.1% | +1,021 | 新進 | 歷史 |
| CASYCaseys General Stores Inc | COM | 615 | $44.8 萬 | 0.1% | +20+3.4% | 加碼 | 歷史 |
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 |