Rede Wealth, LLC
- SEC CIK
- 0001842054
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/3。SEC
- 持股檔數
- 117
- 較 2026 年第 1 季 +9
- 總值
- $3.02 億
- 較 2026 年第 1 季 +$2,401.11 萬 (+8.6%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 208 | $1.56 億 | 51.57% | 00.0% | 不變 | 查看 |
| AAPLAPPLE INC COM | Stock | 46,985 | $1,359.57 萬 | 4.50% | −108−0.2% | 減碼 | 查看 |
| ISHARES TR464287150 | CORE S&P TTL STK | 65,308 | $1,072.82 萬 | 3.55% | +4,837+8.0% | 加碼 | – |
| JNJJOHNSON & JOHNSON COM | Stock | 37,050 | $940.96 萬 | 3.12% | −35−0.1% | 減碼 | 查看 |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 11,666 | $873.66 萬 | 2.89% | −127−1.1% | 減碼 | – |
| AMZNAMAZON COM INC COM | Stock | 23,559 | $561.51 萬 | 1.86% | +25+0.1% | 加碼 | 查看 |
| AMATAPPLIED MATLS INC COM | Stock | 7,290 | $527.07 萬 | 1.75% | 00.0% | 不變 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 9,914 | $496.07 萬 | 1.64% | −129−1.3% | 減碼 | 查看 |
| FIDELITY MERRIMACK STR TR316188309 | TOTAL BD ETF | 90,754 | $412.84 萬 | 1.37% | +56,749+166.9% | 加碼 | – |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 5,179 | $386.72 萬 | 1.28% | −10−0.2% | 減碼 | 查看 |
| INVESCO NASDAQ 100 ETF46138G649 | ETF | 11,675 | $353.72 萬 | 1.17% | +902+8.4% | 加碼 | – |
| VANGUARD MUN BD FDS922907746 | TAX EXEMPT BD | 63,573 | $321.55 萬 | 1.06% | −3,355−5.0% | 減碼 | – |
| MSFTMICROSOFT CORP COM | Stock | 8,309 | $309.94 萬 | 1.03% | +19+0.2% | 加碼 | 查看 |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409 | ETF | 25,846 | $307.54 萬 | 1.02% | −788−3.0% | 減碼 | – |
| NVDANVIDIA CORPORATION COM | Stock | 14,035 | $280.82 萬 | 0.93% | −164−1.2% | 減碼 | 查看 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834 | ETF | 27,536 | $262.8 萬 | 0.87% | +1,304+5.0% | 加碼 | – |
| XOMEXXON MOBIL CORP | COM | 17,459 | $238.7 萬 | 0.79% | −150−0.9% | 減碼 | 查看 |
| ISHARES TR46435G326 | CORE MSCI INTL | 19,364 | $172.35 萬 | 0.57% | +2,370+13.9% | 加碼 | – |
| SPDR SERIES TRUST78468R606 | ST PORT HIGH ETF | 66,516 | $155.91 萬 | 0.52% | +20,852+45.7% | 加碼 | – |
| GLWCORNING INC | COM | 5,946 | $151.88 萬 | 0.50% | 00.0% | 不變 | 查看 |
| BLACKROCK ETF TRUST09290C103 | ISHARES US EQUIT | 20,471 | $139.22 萬 | 0.46% | −10,962−34.9% | 減碼 | – |
| VANGUARD MORNINGSTAR VALUE ETF922908744 | ETF | 6,349 | $138.36 萬 | 0.46% | +580+10.1% | 加碼 | – |
| ISHARES TR464287721 | U.S. TECH ETF | 4,868 | $122.79 萬 | 0.41% | 00.0% | 不變 | – |
| COINCOINBASE GLOBAL INC | COM CL A | 8,127 | $118.82 萬 | 0.39% | +8+0.1% | 加碼 | 查看 |
| ISHARES TR464288208 | MRGSTR MD CP ETF | 12,051 | $116.37 萬 | 0.39% | −3,651−23.3% | 減碼 | – |
| ETHGRAYSCALE ETHEREUM MINI TR E | SHS NEW | 74,398 | $111.82 萬 | 0.37% | +21,147+39.7% | 加碼 | 查看 |
| VANGUARD MALVERN FDS922020805 | STRM INFPROIDX | 21,992 | $110.47 萬 | 0.37% | −11,186−33.7% | 減碼 | – |
| JPMJPMORGAN CHASE & CO COM | Stock | 3,338 | $109.26 萬 | 0.36% | 00.0% | 不變 | 查看 |
| SCHWAB U.S. MID-CAP ETF808524508 | ETF | 29,589 | $109.09 萬 | 0.36% | +2,951+11.1% | 加碼 | – |
| BLACKROCK ETF TRUST09290C665 | ISHA SYST AL ETF | 37,803 | $106.04 萬 | 0.35% | +37,803 | 新進 | – |
| ISHARES CORE U.S. AGGREGATE BOND ETF464287226 | ETF | 10,584 | $104.76 萬 | 0.35% | +308+3.0% | 加碼 | – |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 2,514 | $104.49 萬 | 0.35% | −38−1.5% | 減碼 | 查看 |
| MCDMCDONALDS CORP COM | Stock | 3,559 | $96.2 萬 | 0.32% | +10.0% | 加碼 | 查看 |
| VANECK ETF TRUST92189F130 | REAL ASSETS ETF | 24,029 | $95.32 萬 | 0.32% | +24,029 | 新進 | – |
| SPDR INDEX SHS FDS78463X509 | ST PORT MARK ETF | 18,262 | $94.56 萬 | 0.31% | +1,022+5.9% | 加碼 | – |
| SCHWAB U.S. LARGE-CAP ETF808524201 | ETF | 31,782 | $93.53 萬 | 0.31% | 00.0% | 不變 | – |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 470 | $93.5 萬 | 0.31% | +6+1.3% | 加碼 | 查看 |
| SCHWAB U.S. SMALL-CAP ETF808524607 | ETF | 25,764 | $93.09 萬 | 0.31% | −21,523−45.5% | 減碼 | – |
| PGPROCTER & GAMBLE CO COM | Stock | 6,321 | $92.69 萬 | 0.31% | +8+0.1% | 加碼 | 查看 |
| NFLXNETFLIX INC. COM | Stock | 12,899 | $92.1 萬 | 0.30% | +99+0.8% | 加碼 | 查看 |
| EPDENTERPRISE PRODS PARTNERS L P COM | Stock | 23,262 | $85.51 萬 | 0.28% | −69−0.3% | 減碼 | 查看 |
| SPDR SERIES TRUST78464A284 | ST NUVE HIGH ETF | 32,507 | $82.7 萬 | 0.27% | −2,165−6.2% | 減碼 | – |
| EZBCFRANKLIN TEMPLETON DIGITAL H | BITCOIN ETF SHS | 24,100 | $81.72 萬 | 0.27% | −3,787−13.6% | 減碼 | 查看 |
| IAUMISHARES GOLD TRUST MICRO | SHS REPSTG UN TR | 19,877 | $79.53 萬 | 0.26% | +200+1.0% | 加碼 | 查看 |
| ISHARES INC46434G764 | MSCI EMRG CHN | 7,421 | $75.92 萬 | 0.25% | −4,521−37.9% | 減碼 | – |
| ISHARES TR464288570 | ESG MSCI KLD ETF | 5,273 | $75.08 萬 | 0.25% | −508−8.8% | 減碼 | – |
| NSCNORFOLK SOUTHN CORP COM | Stock | 2,361 | $74.29 萬 | 0.25% | −38−1.6% | 減碼 | 查看 |
| SIMPLIFY EXCHANGE TRADED FUN82889N699 | MANAGED FUTURES | 28,426 | $73.74 萬 | 0.24% | +28,426 | 新進 | – |
| BLKBLACKROCK INC COM | Stock | 693 | $66.65 萬 | 0.22% | 00.0% | 不變 | 查看 |
| CATCATERPILLAR INC COM | Stock | 622 | $66.19 萬 | 0.22% | −24−3.7% | 減碼 | 查看 |
| AONAON PLC | CL A | 1,898 | $62.95 萬 | 0.21% | 00.0% | 不變 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 1,216 | $62.43 萬 | 0.21% | +1+0.1% | 加碼 | 查看 |
| VANGUARD MORNINGSTAR SMALL-CAP ETF922908751 | ETF | 2,056 | $62.32 萬 | 0.21% | +78+3.9% | 加碼 | – |
| CSXCSX CORP COM | Stock | 12,843 | $61.04 萬 | 0.20% | −425−3.2% | 減碼 | 查看 |
| SHOPSHOPIFY INC CL A SUB VTG SHS | Stock | 5,262 | $60.08 萬 | 0.20% | 00.0% | 不變 | 查看 |
| RTXRTX CORPORATION COM | Stock | 3,076 | $58.36 萬 | 0.19% | 00.0% | 不變 | 查看 |
| CBCHUBB LIMITED COM | Stock | 1,703 | $58.03 萬 | 0.19% | 00.0% | 不變 | 查看 |
| INVESCO EXCH TRADED FD TR II46138E354 | S&P500 LOW VOL | 7,612 | $57.01 萬 | 0.19% | 00.0% | 不變 | – |
| NUSHARES ETF TR67092P201 | NUVEEN ESG LRGCP | 4,514 | $52.84 萬 | 0.17% | −923−17.0% | 減碼 | – |
| ISHARES TR464288158 | SHRT NAT MUN ETF | 4,945 | $52.65 萬 | 0.17% | −225−4.4% | 減碼 | – |
| SCHWAB INTERNATIONAL EQUITY ETF808524805 | ETF | 18,479 | $51.19 萬 | 0.17% | +10.0% | 加碼 | – |
| ADPAUTOMATIC DATA PROCESSING INC COM | Stock | 2,236 | $50.08 萬 | 0.17% | −2−0.1% | 減碼 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 1,396 | $49.89 萬 | 0.17% | +8+0.6% | 加碼 | 查看 |
| ISHARES TR464288661 | 3 7 YR TREAS BD | 4,180 | $49.09 萬 | 0.16% | +434+11.6% | 加碼 | – |
| TAT&T INC COM | Stock | 23,020 | $47.65 萬 | 0.16% | 00.0% | 不變 | 查看 |
| INTCINTEL CORP COM | Stock | 3,344 | $46.7 萬 | 0.15% | +3,344 | 新進 | 查看 |
| TFCTRUIST FINL CORP | COM | 8,981 | $44.75 萬 | 0.15% | +30.0% | 加碼 | 查看 |
| VVISA INC COM CL A | Stock | 1,297 | $44.48 萬 | 0.15% | +6+0.5% | 加碼 | 查看 |
| ISHARES TR46432F859 | CORE 1 5 YR USD | 9,058 | $43.7 萬 | 0.14% | −224−2.4% | 減碼 | – |
| KOCOCA COLA CO COM | Stock | 5,317 | $43.21 萬 | 0.14% | 00.0% | 不變 | 查看 |
| UNPUNION PAC CORP COM | Stock | 1,584 | $43.08 萬 | 0.14% | 00.0% | 不變 | 查看 |
| ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396 | ETF | 1,253 | $42.96 萬 | 0.14% | 00.0% | 不變 | – |
| PAAPLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 19,250 | $42.85 萬 | 0.14% | 00.0% | 不變 | 查看 |
| ABBVABBVIE INC COM | Stock | 1,667 | $41.95 萬 | 0.14% | +5+0.3% | 加碼 | 查看 |
| CSCOCISCO SYS INC COM | Stock | 3,550 | $41.7 萬 | 0.14% | −48−1.3% | 減碼 | 查看 |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 564 | $41.53 萬 | 0.14% | +40+7.6% | 加碼 | – |
| ETNEATON CORP PLC SHS | Stock | 950 | $40.48 萬 | 0.13% | 00.0% | 不變 | 查看 |
| SBUXSTARBUCKS CORP COM | Stock | 3,941 | $40.28 萬 | 0.13% | −65−1.6% | 減碼 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 2,339 | $38.76 萬 | 0.13% | +10.0% | 加碼 | 查看 |
| ISHARES TR464288588 | MBS ETF | 4,031 | $38.1 萬 | 0.13% | +406+11.2% | 加碼 | – |
| ISHARES TR464288307 | MRGSTR MD CP GRW | 3,786 | $37.22 萬 | 0.12% | 00.0% | 不變 | – |
| ISHARES TR46435G425 | ESG AWR MSCI USA | 2,247 | $36.78 萬 | 0.12% | 00.0% | 不變 | – |
| MMM3M CO COM | Stock | 2,258 | $36.57 萬 | 0.12% | 00.0% | 不變 | 查看 |
| PWRQUANTA SVCS INC | COM | 500 | $36 萬 | 0.12% | 00.0% | 不變 | 查看 |
| SPDR SERIES TRUST78464A672 | ST INTER ETF | 12,395 | $35.19 萬 | 0.12% | +12,395 | 新進 | – |
| NAVNNAVAN INC | CL A | 14,871 | $34.01 萬 | 0.11% | +14,871 | 新進 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 700 | $33.43 萬 | 0.11% | 00.0% | 不變 | 查看 |
| TSLATESLA INC COM | Stock | 785 | $33.02 萬 | 0.11% | −4−0.5% | 減碼 | 查看 |
| FDXFEDEX CORP COM | Stock | 1,039 | $32.52 萬 | 0.11% | +4+0.4% | 加碼 | 查看 |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663 | ETF | 3,488 | $31.96 萬 | 0.11% | −10−0.3% | 減碼 | – |
| INVESCO EXCH TRADED FD TR II46138E420 | RUSEL 1000 EQL | 5,386 | $31.91 萬 | 0.11% | −20−0.4% | 減碼 | – |
| HXLHEXCEL CORP NEW | COM | 3,161 | $31.63 萬 | 0.10% | +10.0% | 加碼 | 查看 |
| ISHARES TR464288646 | ISHS 1-5YR INVS | 5,995 | $31.42 萬 | 0.10% | −26−0.4% | 減碼 | – |
| VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407 | ETF | 6,458 | $31.28 萬 | 0.10% | −2,149−25.0% | 減碼 | – |
| BNYBANK OF NY MELLON CORP COM | Stock | 2,143 | $30.99 萬 | 0.10% | +10.0% | 加碼 | 查看 |
| MDLZMONDELEZ INTL INC CL A | Stock | 5,227 | $30.24 萬 | 0.10% | +6+0.1% | 加碼 | 查看 |
| NUSHARES ETF TR67092P300 | NUVEEN ESG LRGVL | 6,033 | $30.16 萬 | 0.10% | +245+4.2% | 加碼 | – |
| INVESCO EXCH TRADED FD TR II46138E537 | NATL AMT MUNI | 12,780 | $30.06 萬 | 0.10% | +12,780 | 新進 | – |
| MTZMASTEC INC | COM | 695 | $28.92 萬 | 0.10% | 00.0% | 不變 | 查看 |
| OKEONEOK INC NEW | COM | 3,281 | $28.53 萬 | 0.09% | 00.0% | 不變 | 查看 |
2026 年第 1 季 之後清倉（3 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 % |
|---|---|---|---|---|
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF808524854 | ETF | 70,454 | $175.5 萬 | 0.63% |
| SCHWAB STRATEGIC TR808524862 | SHT TM US TRES | 47,637 | $115.62 萬 | 0.42% |
| SLVISHARES SILVER TRUST | ETF | 3,686 | $25.12 萬 | 0.09% |