跳到主要內容

Rede Wealth, LLC

SEC CIK
0001842054
最新申報
2026/8/3

2025 年第 3 季持倉

持倉截至 2025/9/30,2025/10/29 申報。只含多頭部位,變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
109
較 2025 年第 2 季 +3
總值
$1.27 億
較 2025 年第 2 季 −$1.50 億 (−54.0%)
申報日
2025/10/29
SEC
Rede Wealth, LLC 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Ftse Developed Markets ETF921943858ETF210,997$1,264 萬9.9%+210,997新進–
TSLATesla, Inc.Stock24,140$1,074 萬8.4%+23,073+2,162.4%加碼歷史
AAPLApple Inc.Stock41,839$1,065 萬8.4%−7,666−15.5%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF124,438$674.2 萬5.3%+124,438新進–
iShares Select Dividend ETF464287168ETF38,710$550.1 萬4.3%+38,710新進–
MSFTMicrosoft CorpStock10,465$542.0 萬4.3%+1,878+21.9%加碼歷史
iShares Core S&P 500 ETF464287200ETF6,752$451.9 萬3.5%−3,800−36.0%減碼–
UBERUber Technologies, IncStock41,195$403.6 萬3.2%+41,195新進歷史
Morgan Stanley ETF Trust61774R767EATO VAN MTG ETF63,666$323.0 萬2.5%+63,666新進–
Schwab US Tips ETF808524870ETF92,749$250.0 萬2.0%+92,749新進–
iShares Tr464287622RUS 1000 ETF6,773$247.5 萬1.9%+6,773新進–
XOMExxonMobil Holdings CorpCOM19,946$224.9 萬1.8%−195−1.0%減碼歷史
GOOGAlphabet Inc.Stock8,936$217.6 萬1.7%+8,936新進歷史
ABBVAbbVie Inc.Stock8,528$197.5 萬1.6%+6,781+388.2%加碼歷史
AMZNAmazon Com IncStock8,875$194.9 萬1.5%−16,837−65.5%減碼歷史
NVDANVIDIA CorpStock9,721$181.4 萬1.4%−21,685−69.0%減碼歷史
BRK.BBerkshire Hathaway IncStock3,142$158.0 萬1.2%−6,119−66.1%減碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD19,057$152.3 萬1.2%+19,057新進–
Fidelity Covington Trust316092857MSCI RL EST ETF51,758$143.9 萬1.1%+51,758新進–
GOOGLAlphabet Inc.Stock5,734$139.4 萬1.1%+4,051+240.7%加碼歷史
Vanguard S&P 500 ETF922908363ETF2,255$138.5 萬1.1%+2,255新進–
APHAmphenol CorpCL A9,459$117.2 萬0.9%+9,459新進歷史
JPMJPMorgan Chase & CoStock3,617$114.1 萬0.9%+126+3.6%加碼歷史
SPYSPDR S&P 500 ETF TrustETF1,703$113.6 萬0.9%−3,330−66.2%減碼歷史
KOCoca Cola CoStock16,874$112.8 萬0.9%+11,257+200.4%加碼歷史
ACLSAxcelis Technologies IncStock11,495$112.2 萬0.9%+11,495新進歷史
ADPAutomatic Data Processing IncStock3,764$111.1 萬0.9%+1,349+55.9%加碼歷史
ABTAbbott LaboratoriesStock8,208$109.9 萬0.9%+8,208新進歷史
PNCPNC Financial Services Group, Inc.Stock5,259$105.7 萬0.8%+5,259新進歷史
IBMInternational Business Machines CorpStock3,176$89.6 萬0.7%+2,433+327.5%加碼歷史
BRZEBraze, Inc.Stock30,397$86.4 萬0.7%+30,397新進歷史
Vanguard Intl Equity Index F922042676GLB EX US ETF17,334$82.8 萬0.6%+17,334新進–
WMTWalmart Inc.Stock7,976$82.2 萬0.6%+7,976新進歷史
JNJJohnson & JohnsonStock4,342$80.5 萬0.6%−32,972−88.4%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF1,609$77.3 萬0.6%+1,609新進–
BRK.ABerkshire Hathaway IncCL A1$75.4 萬0.6%−209−99.5%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF2,536$74.8 萬0.6%+2,536新進–
ORCLOracle CorpStock2,617$73.6 萬0.6%+2,617新進歷史
HDHome Depot, Inc.Stock1,747$70.8 萬0.6%+1,747新進歷史
ADBEAdobe Inc.Stock1,902$67.1 萬0.5%+1,902新進歷史
MTBM&T Bank CorpCOM3,366$66.5 萬0.5%+3,366新進歷史
AVGOBroadcom Inc.Stock1,877$61.9 萬0.5%+1,877新進歷史
iShares Russell 1000 Growth ETF464287614ETF1,270$59.5 萬0.5%+1,270新進–
METAMeta Platforms, Inc.Stock770$56.6 萬0.4%+483+168.3%加碼歷史
CMCSAComcast CorpStock17,819$56.0 萬0.4%+17,819新進歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF3,920$55.9 萬0.4%+3,920新進–
VVisa Inc.Stock1,632$55.7 萬0.4%−662−28.9%減碼歷史
SONSonoco Products CoCOM12,526$54.0 萬0.4%+12,526新進歷史
APDAir Products & Chemicals, Inc.Stock1,969$53.7 萬0.4%+1,969新進歷史
LLYEli Lilly & CoStock639$48.7 萬0.4%+639新進歷史
CNICanadian National Railway CoStock5,117$48.3 萬0.4%+5,117新進歷史
Invesco QQQ Trust Series I46090E103ETF800$48.1 萬0.4%+254+46.5%加碼–
Vanguard High Dividend Yield Index ETF921946406ETF3,407$48.0 萬0.4%+3,407新進–
ProShares Tr74348A467S&P 500 DV ARIST4,600$47.4 萬0.4%+4,600新進–
PHParker-Hannifin CorpStock591$44.8 萬0.4%+591新進歷史
MRKMerck & Co., Inc.Stock5,269$44.7 萬0.4%+5,269新進歷史
iShares Russell 2000 Growth ETF464287648ETF1,388$44.4 萬0.3%+1,388新進–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF2,503$43.9 萬0.3%+2,503新進–
GEGeneral Electric CoStock1,382$41.6 萬0.3%+1,382新進歷史
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF3,519$41.5 萬0.3%+3,519新進–
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF3,301$41.4 萬0.3%+3,301新進–
Invesco Exch Traded FD Tr II46138G508SR LN ETF19,513$40.8 萬0.3%+19,513新進–
iShares Core S&P Mid-Cap ETF464287507ETF6,184$40.4 萬0.3%+6,184新進–
Vanguard Morningstar Small-Cap ETF922908751ETF1,520$38.8 萬0.3%−524−25.6%減碼–
MCDMcDonalds CorpStock1,267$38.5 萬0.3%−2,367−65.1%減碼歷史
NFLXNetflix IncStock319$38.2 萬0.3%−995−75.7%減碼歷史
PMPhilip Morris International Inc.Stock2,233$36.2 萬0.3%+819+57.9%加碼歷史
Vanguard Malvern FDS922020805STRM INFPROIDX6,932$35.1 萬0.3%−28,741−80.6%減碼–
COSTCostco Wholesale CorpStock374$34.6 萬0.3%+374新進歷史
PLTRPalantir Technologies Inc.Stock1,875$34.2 萬0.3%+1,875新進歷史
iShares Tr46429B655FLTG RATE NT ETF6,446$32.9 萬0.3%+6,446新進–
GSGoldman Sachs Group IncStock406$32.3 萬0.3%+406新進歷史
ULUnilever PLCSPON ADR NEW5,301$31.4 萬0.2%+5,301新進歷史
TDYTeledyne Technologies IncCOM534$31.3 萬0.2%+534新進歷史
VZVerizon Communications IncStock6,964$30.6 萬0.2%−10,438−60.0%減碼歷史
AMGNAmgen IncStock1,072$30.3 萬0.2%+1,072新進歷史
WMBWilliams Companies, Inc.COM4,654$29.5 萬0.2%+4,654新進歷史
MMM3M CoStock1,895$29.4 萬0.2%−363−16.1%減碼歷史
UNHUnitedHealth Group IncStock849$29.3 萬0.2%−2,043−70.6%減碼歷史
GDGeneral Dynamics CorpStock854$29.1 萬0.2%+854新進歷史
AXPAmerican Express CoStock869$28.8 萬0.2%+869新進歷史
SYKStryker CorpStock775$28.7 萬0.2%+775新進歷史
BMYBristol Myers Squibb CoStock6,182$27.9 萬0.2%+6,182新進歷史
NEENextera Energy IncStock3,620$27.3 萬0.2%+3,620新進歷史
QCOMQualcomm IncStock1,626$27.0 萬0.2%+1,626新進歷史
COFCapital One Financial CorpStock1,226$26.1 萬0.2%+1,226新進歷史
ACNAccenture plcStock1,032$25.4 萬0.2%+1,032新進歷史
BRBroadridge Financial Solutions, Inc.Stock1,063$25.4 萬0.2%+1,063新進歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF1,791$25.3 萬0.2%+1,791新進–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF2,638$25.3 萬0.2%+2,638新進–
IBKRInteractive Brokers Group, Inc.Stock3,471$23.9 萬0.2%+3,471新進歷史
IBITiShares Bitcoin Trust ETFETF3,628$23.6 萬0.2%+3,628新進歷史
GLDSPDR Gold TrustETF660$23.5 萬0.2%+660新進歷史
Victory Portfolios II92647N865VCSHS US LRG CAP3,371$23.5 萬0.2%+3,371新進–
BXBlackstone Inc.COM1,341$22.9 萬0.2%+1,341新進歷史
SONYSony Group CorpSPONSORED ADR7,693$22.1 萬0.2%+7,693新進歷史
PGProcter & Gamble CoStock1,437$22.1 萬0.2%−5,374−78.9%減碼歷史
ZBRAZebra Technologies CorpCL A722$21.5 萬0.2%+722新進歷史
STXSeagate Technology Holdings plcORD SHS900$21.3 萬0.2%+900新進歷史
iShares Tr46434V878ULTRA SHORT DUR4,182$21.2 萬0.2%+4,182新進–

2025 年第 2 季之後清倉(76 檔)

2025 年第 2 季季末還持有、這份申報已經沒有的部位。

Rede Wealth, LLC 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
iShares Tr464287150CORE S&P TTL STK71,293$962.7 萬3.5%–
Vanguard Mun BD FDS922907746TAX EXEMPT BD58,546$287.1 萬1.0%–
COINCoinbase Global, Inc.COM CL A8,073$283.0 萬1.0%歷史
Schwab Strategic Tr808524862SHT TM US TRES102,393$249.6 萬0.9%–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF25,263$240.8 萬0.9%–
iShares Core MSCI Total International Stock ETF46432F834ETF28,893$223.4 萬0.8%–
Invesco Nasdaq 100 ETF46138G649ETF8,270$187.8 萬0.7%–
SPDR Series Trust78468R606ST PORT HIGH ETF66,006$157.1 萬0.6%–
iShares Core U.S. Aggregate Bond ETF464287226ETF14,378$142.6 萬0.5%–
AMATApplied Materials IncStock7,390$135.3 萬0.5%歷史
IAUMiShares Gold Trust MicroSHS REPSTG UN TR37,625$124.1 萬0.4%歷史
EZBCFranklin Templeton Digital Holdings TrustBITCOIN ETF SHS19,437$121.3 萬0.4%歷史
Schwab Intermediate-Term US Treasury ETF808524854ETF46,625$116.7 萬0.4%–
Schwab U.S. Small-Cap ETF808524607ETF44,749$113.2 萬0.4%–
Abrdn ETFs003261203BBRG ALL COMMDY30,620$101.5 萬0.4%–
Schwab U.S. Mid-Cap ETF808524508ETF35,930$100.8 萬0.4%–
EPDEnterprise Products Partners L.P.Stock27,406$85.0 萬0.3%歷史
iShares Tr464287721U.S. TECH ETF4,868$84.3 萬0.3%–
Vanguard Morningstar Value ETF922908744ETF4,749$83.9 萬0.3%–
iShares Tr464288208MRGSTR MD CP ETF10,445$83.2 萬0.3%–
Schwab U.S. Large-Cap ETF808524201ETF31,782$77.7 萬0.3%–
ETHGrayscale Ethereum Staking Mini ETFSHS NEW31,258$74.1 萬0.3%歷史
SPDR Series Trust78464A284ST NUVE HIGH ETF29,376$72.8 萬0.3%–
SPDR Index Shs FDS78463X509ST PORT MARK ETF16,804$71.8 萬0.3%–
iShares Tr464288570ESG MSCI KLD ETF6,074$70.6 萬0.3%–
MAMastercard IncStock1,219$68.5 萬0.2%歷史
AONAon plcCL A1,898$67.7 萬0.2%歷史
TAT&T Inc.Stock23,020$66.6 萬0.2%歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL8,949$65.2 萬0.2%–
iShares Tr464288588MBS ETF6,640$62.3 萬0.2%–
NSCNorfolk Southern CorpStock2,399$61.4 萬0.2%歷史
SHOPShopify Inc.Stock5,312$61.3 萬0.2%歷史
iShares Tr4642886613 7 YR TREAS BD4,937$58.8 萬0.2%–
iShares Tr46435G326CORE MSCI INTL7,265$55.2 萬0.2%–
CBChubb LtdStock1,897$55.0 萬0.2%歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF5,918$54.3 萬0.2%–
Nushares ETF Tr67092P201NUVEEN ESG LRGCP5,584$52.5 萬0.2%–
iShares Tr464288646ISHS 1-5YR INVS8,984$47.4 萬0.2%–
iShares Tr464288158SHRT NAT MUN ETF4,432$47.1 萬0.2%–
RTXRTX CorpStock3,159$46.1 萬0.2%歷史
Franklin Templeton ETF Tr35473P769FRANKLIN INDIA11,413$45.5 萬0.2%–
SBUXStarbucks CorpStock4,763$43.6 萬0.2%歷史
CSXCSX CorpStock13,268$43.3 萬0.2%歷史
ASMLASML Holding NVADR539$43.2 萬0.2%歷史
iShares Inc46434G764MSCI EMRG CHN6,738$42.5 萬0.2%–
Schwab International Equity ETF808524805ETF18,354$40.6 萬0.1%–
CSCOCisco Systems, Inc.Stock5,802$40.3 萬0.1%歷史
MDLZMondelez International, Inc.Stock5,909$39.8 萬0.1%歷史
TFCTruist Financial CorpCOM9,189$39.5 萬0.1%歷史
Invesco Exch Traded FD Tr II46138E420RUSEL 1000 EQL7,769$38.3 萬0.1%–
PAAPlains All American Pipeline LPUNIT LTD PARTN20,622$37.8 萬0.1%歷史
UNPUnion Pacific CorpStock1,628$37.5 萬0.1%歷史
ETNEaton Corp plcStock1,004$35.8 萬0.1%歷史
DISWalt Disney CoStock2,858$35.4 萬0.1%歷史
SPDR Series Trust78464A672ST INTER ETF11,734$33.8 萬0.1%–
Vanguard Total International Bond ETF92203J407ETF6,797$33.7 萬0.1%–
CVXChevron CorpStock2,335$33.4 萬0.1%歷史
OKEONEOK IncCOM3,952$32.3 萬0.1%歷史
iShares Tr4642874407-10 YR TRSY BD3,331$31.9 萬0.1%–
GLWCorning IncCOM5,946$31.3 萬0.1%歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF1,285$30.9 萬0.1%–
CATCaterpillar IncStock795$30.9 萬0.1%歷史
iShares Tr46435G425ESG AWR MSCI USA2,261$30.6 萬0.1%–
iShares Tr464288307MRGSTR MD CP GRW3,786$30.4 萬0.1%–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,732$30.2 萬0.1%–
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL2,169$29.6 萬0.1%–
Nushares ETF Tr67092P300NUVEEN ESG LRGVL6,712$28.1 萬0.1%–
iShares Tr46435G516ESG AW MSCI EAFE3,105$27.7 萬0.1%–
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI12,082$27.1 萬0.1%–
iShares Tr46432F859CORE 1 5 YR USD5,409$26.3 萬0.1%–
iShares Tr464288638ISHS 5-10YR INVT4,916$26.2 萬0.1%–
ICEIntercontinental Exchange, Inc.Stock1,398$25.6 萬0.1%歷史
FDXFedEx CorpStock1,017$23.1 萬0.1%歷史
iShares Tr464287697U.S. UTILITS ETF2,074$21.7 萬0.1%–
iShares Tr46428743220 YR TR BD ETF2,428$21.4 萬0.1%–
ALLAllstate CorpStock1,000$20.1 萬0.1%歷史