RDA Financial Network
- SEC CIK
- 0001774086
- 最新申報
- 2026/7/6
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/6 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 284
- 較 2026 年第 1 季 +11
- 總值
- $4.59 億
- 較 2026 年第 1 季 +$5,903 萬 (+14.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 98,615 | $1,973 萬 | 4.3% | +9,263+10.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 44,277 | $1,582 萬 | 3.4% | −4,787−9.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 40,025 | $1,512 萬 | 3.3% | −1,277−3.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 36,145 | $1,348 萬 | 2.9% | +4,078+12.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 55,672 | $1,327 萬 | 2.9% | +404+0.7% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 17,795 | $1,310 萬 | 2.9% | −240−1.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 44,367 | $1,284 萬 | 2.8% | −1,394−3.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 18,877 | $1,063 萬 | 2.3% | +4,774+33.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 29,995 | $981.8 萬 | 2.1% | +200+0.7% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 61,570 | $973.0 萬 | 2.1% | +64+0.1% | 加碼 | – |
| VVisa Inc. | Stock | 27,605 | $947.1 萬 | 2.1% | +2,875+11.6% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 3,832 | $762.4 萬 | 1.7% | +1,814+89.9% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,868 | $662.3 萬 | 1.4% | −2,403−14.8% | 減碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 128,789 | $585.9 萬 | 1.3% | +12,125+10.4% | 加碼 | – |
| MUMicron Technology Inc | Stock | 4,796 | $553.6 萬 | 1.2% | −3,167−39.8% | 減碼 | 歷史 |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 107,851 | $549.5 萬 | 1.2% | +8,419+8.5% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 4,517 | $541.8 萬 | 1.2% | +1,295+40.2% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 68,383 | $527.3 萬 | 1.1% | +1,094+1.6% | 加碼 | – |
| ANETArista Networks, Inc. | Stock | 31,032 | $527.2 萬 | 1.1% | +11,315+57.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 44,233 | $526.3 萬 | 1.1% | +1,025+2.4% | 加碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 108,521 | $469.7 萬 | 1.0% | +3,819+3.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,292 | $465.0 萬 | 1.0% | +97+1.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 78,821 | $445.2 萬 | 1.0% | +1,264+1.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 50,563 | $444.3 萬 | 1.0% | +21,882+76.3% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 86,645 | $437.5 萬 | 1.0% | +9,306+12.0% | 加碼 | – |
| WMTWalmart Inc. | Stock | 37,222 | $421.6 萬 | 0.9% | −1,887−4.8% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 8,419 | $418.2 萬 | 0.9% | +1,236+17.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,322 | $404.3 萬 | 0.9% | −165−3.7% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 16,350 | $401.0 萬 | 0.9% | +1,238+8.2% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 40,807 | $374.0 萬 | 0.8% | +6,574+19.2% | 加碼 | – |
| DNPDNP Select Income Fund Inc | COM | 344,768 | $372.0 萬 | 0.8% | +68,097+24.6% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 35,413 | $368.2 萬 | 0.8% | +150+0.4% | 加碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 23,219 | $364.5 萬 | 0.8% | +552+2.4% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 60,213 | $363.0 萬 | 0.8% | +3,465+6.1% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 63,216 | $338.9 萬 | 0.7% | −2,203−3.4% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 8,479 | $337.2 萬 | 0.7% | +1,328+18.6% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 26,732 | $333.5 萬 | 0.7% | +824+3.2% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 16,775 | $319.6 萬 | 0.7% | −1,586−8.6% | 減碼 | – |
| BlackRock ETF Trust09290C723 | DYNAMIC EQTY ACT | 113,173 | $313.9 萬 | 0.7% | +6,070+5.7% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 9,844 | $298.2 萬 | 0.7% | +220+2.3% | 加碼 | – |
| GEGeneral Electric Co | Stock | 7,605 | $284.2 萬 | 0.6% | −37−0.5% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 60,553 | $279.5 萬 | 0.6% | +27,457+83.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 7,678 | $271.3 萬 | 0.6% | −515−6.3% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 6,918 | $267.5 萬 | 0.6% | −70−1.0% | 減碼 | 歷史 |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 68,375 | $263.9 萬 | 0.6% | +4,929+7.8% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,090 | $262.4 萬 | 0.6% | +170+2.5% | 加碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 141,212 | $260.3 萬 | 0.6% | +2,875+2.1% | 加碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,393 | $258.9 萬 | 0.6% | −192−5.4% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 78,663 | $249.4 萬 | 0.5% | +585+0.7% | 加碼 | – |
| Horizon FDS44053A440 | ANFIELD UNIVERSL | 264,528 | $248.8 萬 | 0.5% | +264,528 | 新進 | – |
| WMWaste Management Inc | Stock | 11,028 | $245.8 萬 | 0.5% | +2,277+26.0% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 5,461 | $236.6 萬 | 0.5% | +5,461 | 新進 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 96,437 | $223.1 萬 | 0.5% | +10,890+12.7% | 加碼 | – |
| WELLWelltower Inc. | REIT | 9,586 | $217.6 萬 | 0.5% | −1,342−12.3% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C715 | DISC VOLA EQ ETF | 79,923 | $207.6 萬 | 0.5% | +3,260+4.3% | 加碼 | – |
| AXONAxon Enterprise, Inc. | COM | 3,565 | $199.9 萬 | 0.4% | −125−3.4% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 3,833 | $196.9 萬 | 0.4% | −2−0.1% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 28,452 | $193.5 萬 | 0.4% | +2,267+8.7% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 56,782 | $192.2 萬 | 0.4% | +3,516+6.6% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 69,838 | $191.4 萬 | 0.4% | −417−0.6% | 減碼依 5 比 1 拆股換算 | – |
| Vanguard Health Care ETF92204A504 | ETF | 6,293 | $188.2 萬 | 0.4% | −12−0.2% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 12,242 | $185.5 萬 | 0.4% | +1,054+9.4% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 12,422 | $184.2 萬 | 0.4% | −60−0.5% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 39,599 | $181.0 萬 | 0.4% | −3,325−7.7% | 減碼 | – |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 42,567 | $174.3 萬 | 0.4% | +1,877+4.6% | 加碼 | – |
| PGRProgressive Corp | Stock | 7,703 | $168.3 萬 | 0.4% | +167+2.2% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,717 | $168.2 萬 | 0.4% | −56−0.7% | 減碼 | – |
| PFEPfizer Inc | Stock | 69,539 | $167.5 萬 | 0.4% | −581−0.8% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 17,076 | $161.4 萬 | 0.4% | +1,385+8.8% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 7,534 | $160.3 萬 | 0.3% | −1,332−15.0% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,685 | $158.2 萬 | 0.3% | +271+4.2% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 5,816 | $157.2 萬 | 0.3% | +5,816 | 新進 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 21,884 | $155.9 萬 | 0.3% | +1,398+6.8% | 加碼 | – |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 182,009 | $155.8 萬 | 0.3% | −350−0.2% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 57,331 | $152.0 萬 | 0.3% | +5,491+10.6% | 加碼 | – |
| TDGTransDigm Group INC | COM | 1,131 | $150.7 萬 | 0.3% | −83−6.8% | 減碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 19,563 | $148.9 萬 | 0.3% | +5,663+40.7% | 加碼 | – |
| SNPSSynopsys Inc | COM | 3,283 | $146.4 萬 | 0.3% | +3,283 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 14,368 | $142.6 萬 | 0.3% | +2,202+18.1% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 76,633 | $142.0 萬 | 0.3% | +370+0.5% | 加碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 26,629 | $139.4 萬 | 0.3% | −9,632−26.6% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 5,338 | $135.6 萬 | 0.3% | −57−1.1% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 26,492 | $134.7 萬 | 0.3% | −380−1.4% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 56,672 | $129.1 萬 | 0.3% | +8,030+16.5% | 加碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 1,956 | $125.3 萬 | 0.3% | −302−13.4% | 減碼 | – |
| BlackRock ETF Trust09290C764 | ISHA IN CTRY ETF | 34,145 | $125.0 萬 | 0.3% | +2,769+8.8% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 12,227 | $124.9 萬 | 0.3% | −628−4.9% | 減碼 | – |
| ROPRoper Technologies Inc | Stock | 3,635 | $123.0 萬 | 0.3% | +51+1.4% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 889 | $122.9 萬 | 0.3% | −448−33.5% | 減碼 | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 24,320 | $121.3 萬 | 0.3% | +50+0.2% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 28,581 | $121.0 萬 | 0.3% | +774+2.8% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 9,783 | $115.1 萬 | 0.3% | +13+0.1% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 4,387 | $114.5 萬 | 0.2% | +1,310+42.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,701 | $113.6 萬 | 0.2% | +1,389+105.9% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 13,111 | $107.7 萬 | 0.2% | +1,747+15.4% | 加碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 20,319 | $107.1 萬 | 0.2% | −3,208−13.6% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 12,834 | $106.6 萬 | 0.2% | +10.0% | 加碼 | – |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 4,992 | $102.9 萬 | 0.2% | −25−0.5% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,562 | $102.5 萬 | 0.2% | −246−13.6% | 減碼 | – |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 30,226 | $100.8 萬 | 0.2% | −1,037−3.3% | 減碼 | – |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| GLDSPDR Gold Trust | ETF | $7.37 萬 | – |
| iShares Russell 2000 ETF464287655 | ETF | $3.00 萬 | – |
2026 年第 1 季之後清倉（18 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ADBEAdobe Inc. | Stock | 9,681 | $235.3 萬 | 0.6% | 歷史 |
| Two RDS Shared Tr90214Q766 | ANFIELD UNVL ETF | 240,619 | $224.1 萬 | 0.6% | – |
| QCOMQualcomm Inc | Stock | 11,069 | $142.5 萬 | 0.4% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 6,554 | $133.2 萬 | 0.3% | 歷史 |
| LULUlululemon athletica inc. | Stock | 8,341 | $127.7 萬 | 0.3% | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 11,151 | $82.9 萬 | 0.2% | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,194 | $80.4 萬 | 0.2% | – |
| iShares Tr46435G672 | CORE INTL AGGR | 15,428 | $77.2 萬 | 0.2% | – |
| APAMArtisan Partners Asset Management Inc. | CL A | 11,621 | $42.3 萬 | 0.1% | 歷史 |
| HONHoneywell International Inc | COM | 1,594 | $36.0 萬 | 0.1% | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 4,176 | $33.0 萬 | 0.1% | – |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 4,053 | $28.6 萬 | 0.1% | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,763 | $27.8 萬 | 0.1% | – |
| Schwab Strategic Tr808524680 | LONG TERM US | 7,234 | $22.7 萬 | 0.1% | – |
| BABAAlibaba Group Holding Ltd | ADR | 1,785 | $22.4 萬 | 0.1% | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,057 | $22.3 萬 | 0.1% | – |
| HSYHershey Co | COM | 969 | $20.1 萬 | 0.1% | 歷史 |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 8,700 | $20.1 萬 | 0.1% | – |