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 |
|---|---|---|---|---|---|---|---|
| KRKroger Co | Stock | 7,641 | $42.4 萬 | 0.1% | −203−2.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 3,113 | $43.5 萬 | 0.1% | −78−2.4% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,756 | $43.6 萬 | 0.1% | +16+0.3% | 加碼 | – |
| BABoeing Co | Stock | 2,036 | $44.1 萬 | 0.1% | +33+1.6% | 加碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 7,998 | $44.4 萬 | 0.1% | −1,237−13.4% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,133 | $44.4 萬 | 0.1% | +9+0.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 14,877 | $44.6 萬 | 0.1% | −411−2.7% | 減碼 | – |
| DHRDanaher Corp | Stock | 2,423 | $46.2 萬 | 0.1% | +276+12.9% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 2,172 | $46.3 萬 | 0.1% | +45+2.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,321 | $46.6 萬 | 0.1% | −4,250−76.3% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 2,803 | $46.7 萬 | 0.1% | −21−0.7% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,947 | $46.8 萬 | 0.1% | −1,794−37.8% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 10,061 | $47.2 萬 | 0.1% | +669+7.1% | 加碼 | – |
| KKRKKR & Co. Inc. | COM | 5,162 | $47.4 萬 | 0.1% | −13,189−71.9% | 減碼 | 歷史 |
| iShares Core MSCI Europe ETF46434V738 | ETF | 6,380 | $48.0 萬 | 0.1% | −4,064−38.9% | 減碼 | – |
| AONAon plc | CL A | 1,451 | $48.1 萬 | 0.1% | +41+2.9% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 1,902 | $48.6 萬 | 0.1% | +123+6.9% | 加碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 5,996 | $48.7 萬 | 0.1% | +207+3.6% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 1,075 | $48.7 萬 | 0.1% | +54+5.3% | 加碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 1,399 | $49.6 萬 | 0.1% | +16+1.2% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 6,480 | $49.9 萬 | 0.1% | −47−0.7% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,358 | $50.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FTVFortive Corp | Stock | 8,235 | $50.3 萬 | 0.1% | −65−0.8% | 減碼 | 歷史 |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 27,739 | $50.4 萬 | 0.1% | −530−1.9% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 5,151 | $50.6 萬 | 0.1% | +60+1.2% | 加碼 | – |
| CASYCaseys General Stores Inc | COM | 639 | $50.8 萬 | 0.1% | +24+3.9% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V530 | NASDAQ INTERNT | 11,210 | $51.1 萬 | 0.1% | 00.0% | 不變 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 3,604 | $51.1 萬 | 0.1% | −172−4.6% | 減碼 | – |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 6,800 | $51.5 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 9,751 | $51.8 萬 | 0.1% | +4,510+86.1% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,439 | $52.5 萬 | 0.1% | −3,063−36.0% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 5,854 | $53.1 萬 | 0.1% | −120−2.0% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 917 | $53.3 萬 | 0.1% | +917 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 6,823 | $53.4 萬 | 0.1% | +675+11.0% | 加碼 | 歷史 |
| AMEAmetek Inc | COM | 2,215 | $53.6 萬 | 0.1% | +32+1.5% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,320 | $53.8 萬 | 0.1% | +1,320 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 8,902 | $54.5 萬 | 0.1% | +152+1.7% | 加碼 | – |
| CCitigroup Inc | Stock | 3,895 | $54.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 9,235 | $55.8 萬 | 0.1% | +12+0.1% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 4,724 | $56.5 萬 | 0.1% | +100+2.2% | 加碼依 8 比 1 拆股換算 | – |
| Global X FDS37960A529 | DEFENSE TECH ETF | 9,611 | $57.4 萬 | 0.1% | +2,799+41.1% | 加碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 13,374 | $57.7 萬 | 0.1% | −5,599−29.5% | 減碼 | – |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 4,979 | $57.7 萬 | 0.1% | +645+14.9% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 6,047 | $58.3 萬 | 0.1% | −3,576−37.2% | 減碼 | – |
| CVXChevron Corp | Stock | 3,648 | $60.5 萬 | 0.1% | −1,178−24.4% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,048 | $60.7 萬 | 0.1% | +526+8.1% | 加碼依 6 比 1 拆股換算 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,341 | $61.9 萬 | 0.1% | −329−9.0% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 7,088 | $62.3 萬 | 0.1% | +93+1.3% | 加碼依 5 比 1 拆股換算 | – |
| Invesco Exch Traded FD Tr II46138E586 | KBW PPTY CASUT | 5,050 | $64.0 萬 | 0.1% | 00.0% | 不變 | – |
| BIIBBiogen Inc. | COM | 3,000 | $64.8 萬 | 0.1% | −125−4.0% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 11,406 | $70.1 萬 | 0.2% | +165+1.5% | 加碼 | – |
| BlackRock ETF Trust09290C863 | ISHARES US LARG | 20,913 | $70.7 萬 | 0.2% | +20,913 | 新進 | – |
| KMIKinder Morgan, Inc. | Stock | 22,226 | $71.1 萬 | 0.2% | −11,923−34.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,249 | $71.8 萬 | 0.2% | −154−2.9% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,143 | $72.2 萬 | 0.2% | −2,896−32.0% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,444 | $73.4 萬 | 0.2% | −94−3.7% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 5,815 | $73.6 萬 | 0.2% | −13,301−69.6% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $74.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 8,189 | $75.0 萬 | 0.2% | +939+13.0% | 加碼 | – |
| iShares Tr464289883 | CORE 30 70 ETF | 18,197 | $75.5 萬 | 0.2% | +20.0% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 20,696 | $76.1 萬 | 0.2% | +400+2.0% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 7,022 | $76.6 萬 | 0.2% | −484−6.4% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 7,621 | $76.7 萬 | 0.2% | +93+1.2% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 23,218 | $77.7 萬 | 0.2% | −3,155−12.0% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,042 | $77.8 萬 | 0.2% | +5+0.5% | 加碼 | 歷史 |
| BlackRock ETF Trust II092528835 | ISHA GLO USD ETF | 15,581 | $78.4 萬 | 0.2% | +15,581 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 3,122 | $78.6 萬 | 0.2% | +30+1.0% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C855 | ISHA LA CORE ETF | 16,310 | $82.2 萬 | 0.2% | +2,905+21.7% | 加碼 | – |
| BlackRock ETF Trust09290C665 | ISHA SYST AL ETF | 30,552 | $85.7 萬 | 0.2% | +30,552 | 新進 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 14,152 | $86.0 萬 | 0.2% | +748+5.6% | 加碼 | – |
| OKEONEOK Inc | COM | 9,909 | $86.1 萬 | 0.2% | +6+0.1% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 9,609 | $86.6 萬 | 0.2% | +9,609 | 新進 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,526 | $86.6 萬 | 0.2% | +2,526 | 新進 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,538 | $87.3 萬 | 0.2% | +23+0.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 5,518 | $89.1 萬 | 0.2% | −2,247−28.9% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 761 | $89.4 萬 | 0.2% | +37+5.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 15,754 | $89.8 萬 | 0.2% | −354−2.2% | 減碼 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 8,690 | $90.8 萬 | 0.2% | +70+0.8% | 加碼 | – |
| BlackRock ETF Trust09290C590 | ISHA FLEX EQ ETF | 35,616 | $91.2 萬 | 0.2% | +35,616 | 新進 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 19,127 | $91.3 萬 | 0.2% | −220−1.1% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,260 | $94.3 萬 | 0.2% | +194+18.2% | 加碼 | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 21,482 | $97.9 萬 | 0.2% | −10,535−32.9% | 減碼 | – |
| ORealty Income Corp | REIT | 15,968 | $98.9 萬 | 0.2% | −598−3.6% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 19,511 | $99.6 萬 | 0.2% | +5,397+38.2% | 加碼 | – |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 30,226 | $100.8 萬 | 0.2% | −1,037−3.3% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,562 | $102.5 萬 | 0.2% | −246−13.6% | 減碼 | – |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 4,992 | $102.9 萬 | 0.2% | −25−0.5% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 12,834 | $106.6 萬 | 0.2% | +10.0% | 加碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 20,319 | $107.1 萬 | 0.2% | −3,208−13.6% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 13,111 | $107.7 萬 | 0.2% | +1,747+15.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 2,701 | $113.6 萬 | 0.2% | +1,389+105.9% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 4,387 | $114.5 萬 | 0.2% | +1,310+42.6% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 9,783 | $115.1 萬 | 0.3% | +13+0.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 28,581 | $121.0 萬 | 0.3% | +774+2.8% | 加碼 | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 24,320 | $121.3 萬 | 0.3% | +50+0.2% | 加碼 | – |
| MPWRMonolithic Power Systems, Inc. | COM | 889 | $122.9 萬 | 0.3% | −448−33.5% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 3,635 | $123.0 萬 | 0.3% | +51+1.4% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 12,227 | $124.9 萬 | 0.3% | −628−4.9% | 減碼 | – |
| BlackRock ETF Trust09290C764 | ISHA IN CTRY ETF | 34,145 | $125.0 萬 | 0.3% | +2,769+8.8% | 加碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 1,956 | $125.3 萬 | 0.3% | −302−13.4% | 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% | – |