RBA Wealth Management, LLC
- SEC CIK
- 0001776296
- 最新申報
- 2026/7/23
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/2 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 109
- 較 2021 年第 3 季 +88
- 總值
- $2.12 億
- 較 2021 年第 3 季 +$1.70 億 (+410.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 43,505 | $772.5 萬 | 3.6% | −819−1.8% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,841 | $594.6 萬 | 2.8% | +11,841 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,027 | $587.2 萬 | 2.8% | −13−0.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,995 | $571.6 萬 | 2.7% | +16,995 | 新進 | 歷史 |
| AZOAutoZone Inc | COM | 2,666 | $558.9 萬 | 2.6% | −3−0.1% | 減碼 | 歷史 |
| DIODDiodes Inc | COM | 48,188 | $529.2 萬 | 2.5% | +48,188 | 新進 | 歷史 |
| PLDPrologis, Inc. | REIT | 31,410 | $528.8 萬 | 2.5% | +31,410 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 29,488 | $492.2 萬 | 2.3% | +29,488 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 28,665 | $453.9 萬 | 2.1% | +28,665 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 43,316 | $446.9 萬 | 2.1% | +43,316 | 新進 | 歷史 |
| METMetlife Inc | Stock | 69,901 | $436.8 萬 | 2.1% | +69,901 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 23,707 | $433.5 萬 | 2.0% | +23,707 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 24,868 | $432.0 萬 | 2.0% | +24,868 | 新進 | 歷史 |
| FWRDForward Air Corp | COM | 35,216 | $426.4 萬 | 2.0% | +35,216 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,257 | $419.1 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 82,929 | $417.4 萬 | 2.0% | +82,929 | 新進 | 歷史 |
| CMICummins Inc | Stock | 19,074 | $416.1 萬 | 2.0% | +19,074 | 新進 | 歷史 |
| SNPSSynopsys Inc | COM | 11,191 | $412.4 萬 | 1.9% | +11,191 | 新進 | 歷史 |
| VVisa Inc. | Stock | 18,373 | $398.2 萬 | 1.9% | +18,373 | 新進 | 歷史 |
| NKENIKE, Inc. | Stock | 23,734 | $395.6 萬 | 1.9% | +23,734 | 新進 | 歷史 |
| MTHMeritage Homes CORP | COM | 32,375 | $395.2 萬 | 1.9% | +32,375 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 23,780 | $389.0 萬 | 1.8% | +23,780 | 新進 | 歷史 |
| TECKTeck Resources Ltd | CL B | 134,071 | $386.4 萬 | 1.8% | +134,071 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,741 | $382.0 萬 | 1.8% | +767+15.4% | 加碼 | 歷史 |
| TGNATegna Inc | COM | 196,351 | $364.4 萬 | 1.7% | +196,351 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 25,129 | $363.6 萬 | 1.7% | +25,129 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 64,524 | $362.4 萬 | 1.7% | +64,524 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 57,054 | $361.6 萬 | 1.7% | +57,054 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 55,366 | $345.2 萬 | 1.6% | +3,612+7.0% | 加碼 | 歷史 |
| SGISomnigroup International Inc. | COM | 72,045 | $338.8 萬 | 1.6% | +72,045 | 新進 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 38,097 | $338.0 萬 | 1.6% | +38,097 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 24,852 | $332.2 萬 | 1.6% | +24,852 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 9,284 | $330.0 萬 | 1.6% | +9,284 | 新進 | 歷史 |
| DGDollar General Corp | COM | 13,881 | $327.4 萬 | 1.5% | +13,881 | 新進 | 歷史 |
| ALLAllstate Corp | Stock | 26,778 | $315.0 萬 | 1.5% | +1,103+4.3% | 加碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 70,384 | $312.9 萬 | 1.5% | +6,728+10.6% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 7,708 | $294.9 萬 | 1.4% | +7,708 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 19,264 | $260.8 萬 | 1.2% | +2,802+17.0% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 68,682 | $255.7 萬 | 1.2% | +68,682 | 新進 | 歷史 |
| MDUMdu Resources Group Inc | Stock | 82,738 | $255.2 萬 | 1.2% | +82,738 | 新進 | 歷史 |
| EAElectronic Arts Inc. | COM | 18,054 | $238.1 萬 | 1.1% | +18,054 | 新進 | 歷史 |
| BSXBoston Scientific Corp | Stock | 55,196 | $234.5 萬 | 1.1% | +9,537+20.9% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 4,700 | $215.3 萬 | 1.0% | +4,700 | 新進 | – |
| MDTMedtronic plc | Stock | 20,347 | $210.5 萬 | 1.0% | +20,347 | 新進 | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 7,837 | $174.7 萬 | 0.8% | +7,837 | 新進 | 歷史 |
| SMGScotts Miracle-Gro Co | Stock | 10,038 | $161.6 萬 | 0.8% | +10,038 | 新進 | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 107,128 | $159.9 萬 | 0.8% | +2,958+2.8% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,472 | $155.6 萬 | 0.7% | +1,472 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,643 | $147.8 萬 | 0.7% | +8,643 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,348 | $140.9 萬 | 0.7% | +12,348 | 新進 | – |
| CVXChevron Corp | Stock | 11,607 | $136.2 萬 | 0.6% | +11,607 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,037 | $126.1 萬 | 0.6% | +3,037 | 新進 | 歷史 |
| CTRACoterra Energy Inc. | Stock | 57,236 | $108.7 萬 | 0.5% | +57,236 | 新進 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 3,940 | $105.0 萬 | 0.5% | +3,940 | 新進 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 23,312 | $96.0 萬 | 0.5% | +23,312 | 新進 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 2,816 | $95.9 萬 | 0.5% | +2,816 | 新進 | – |
| Vanguard Financials ETF92204A405 | ETF | 9,851 | $95.1 萬 | 0.4% | +9,851 | 新進 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $90.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SRESempra | Stock | 6,394 | $84.6 萬 | 0.4% | +6,394 | 新進 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 9,174 | $84.6 萬 | 0.4% | +9,174 | 新進 | 歷史 |
| LSTRLandstar System Inc | COM | 4,242 | $75.9 萬 | 0.4% | +4,242 | 新進 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 5,307 | $71.9 萬 | 0.3% | +5,307 | 新進 | – |
| Vanguard Industrials ETF92204A603 | ETF | 3,488 | $70.8 萬 | 0.3% | +3,488 | 新進 | – |
| GILDGilead Sciences, Inc. | Stock | 9,321 | $67.7 萬 | 0.3% | +9,321 | 新進 | 歷史 |
| EOGEOG Resources Inc | Stock | 7,531 | $66.9 萬 | 0.3% | +7,531 | 新進 | 歷史 |
| IVTInvenTrust Properties Corp. | COM NEW | 24,119 | $65.7 萬 | 0.3% | +24,119 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 5,449 | $63.7 萬 | 0.3% | +5,449 | 新進 | 歷史 |
| VSHVishay Intertechnology Inc | COM | 28,121 | $61.5 萬 | 0.3% | +28,121 | 新進 | 歷史 |
| RJFRaymond James Financial Inc | COM | 5,884 | $59.1 萬 | 0.3% | +5,884 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 3,566 | $55.2 萬 | 0.3% | +3,566 | 新進 | 歷史 |
| IDCCInterDigital, Inc. | COM | 7,627 | $54.6 萬 | 0.3% | +7,627 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 21,738 | $53.5 萬 | 0.3% | +700+3.3% | 加碼 | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 19,332 | $49.8 萬 | 0.2% | +19,332 | 新進 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 2,214 | $44.3 萬 | 0.2% | +2,214 | 新進 | – |
| CBChubb Ltd | Stock | 2,250 | $43.5 萬 | 0.2% | +2,250 | 新進 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,623 | $42.9 萬 | 0.2% | +2,623 | 新進 | – |
| MCDMcDonalds Corp | Stock | 1,527 | $40.9 萬 | 0.2% | +1,527 | 新進 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 5,427 | $39.7 萬 | 0.2% | +5,427 | 新進 | – |
| PFEPfizer Inc | Stock | 6,495 | $38.4 萬 | 0.2% | +6,495 | 新進 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 4,730 | $38.0 萬 | 0.2% | +4,730 | 新進 | – |
| ICLRIcon PLC | COM | 1,220 | $37.8 萬 | 0.2% | +1,220 | 新進 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,914 | $37.6 萬 | 0.2% | +2,914 | 新進 | – |
| Indexiq ETF Tr45409B412 | IQ S&P HGH YLD | 13,880 | $34.8 萬 | 0.2% | +13,880 | 新進 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,473 | $34.6 萬 | 0.2% | +5,473 | 新進 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 5,986 | $32.3 萬 | 0.2% | +5,986 | 新進 | – |
| HDBHDFC Bank Ltd | SPONSORED ADS | 4,888 | $31.8 萬 | 0.2% | −131−2.6% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 1,222 | $31.6 萬 | 0.1% | +1,222 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,620 | $31.5 萬 | 0.1% | −165−5.9% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 7,545 | $29.3 萬 | 0.1% | +7,545 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 959 | $28.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,351 | $27.3 萬 | 0.1% | +2,351 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 466 | $26.5 萬 | 0.1% | +466 | 新進 | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 6,473 | $25.8 萬 | 0.1% | +6,473 | 新進 | – |
| BACBank of America Corp | Stock | 5,604 | $24.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 971 | $24.7 萬 | 0.1% | +971 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,154 | $24.2 萬 | 0.1% | +3,154 | 新進 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,594 | $24.1 萬 | 0.1% | +2,594 | 新進 | – |
| KRKroger Co | Stock | 5,304 | $24.0 萬 | 0.1% | +5,304 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,251 | $23.6 萬 | 0.1% | +3,251 | 新進 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 4,633 | $23.5 萬 | 0.1% | +4,633 | 新進 | – |
2021 年第 3 季之後清倉（2 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。