Rede Wealth, LLC
- SEC CIK
- 0001842054
- 最新申報
- 2026/8/3
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/23 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 109
- 較 2025 年第 3 季 0
- 總值
- $2.88 億
- 較 2025 年第 3 季 +$1.60 億 (+126.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 5,192 | $354.0 萬 | 1.2% | +3,489+204.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,270 | $399.9 萬 | 1.4% | −2,195−21.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,116 | $508.5 萬 | 1.8% | +6,974+222.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 24,447 | $564.3 萬 | 2.0% | +15,572+175.5% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 10,906 | $747.0 萬 | 2.6% | +4,154+61.5% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 37,085 | $767.5 萬 | 2.7% | +32,743+754.1% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 57,642 | $857.1 萬 | 3.0% | +57,642 | 新進 | – |
| AAPLApple Inc. | Stock | 47,500 | $1,291 萬 | 4.5% | +5,661+13.5% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 208 | $1.57 億 | 54.6% | +207+20,700.0% | 加碼 | 歷史 |
2025 年第 3 季之後清倉（79 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 210,997 | $1,264 萬 | 9.9% | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 124,438 | $674.2 萬 | 5.3% | – |
| iShares Select Dividend ETF464287168 | ETF | 38,710 | $550.1 萬 | 4.3% | – |
| UBERUber Technologies, Inc | Stock | 41,195 | $403.6 萬 | 3.2% | 歷史 |
| Morgan Stanley ETF Trust61774R767 | EATO VAN MTG ETF | 63,666 | $323.0 萬 | 2.5% | – |
| Schwab US Tips ETF808524870 | ETF | 92,749 | $250.0 萬 | 2.0% | – |
| iShares Tr464287622 | RUS 1000 ETF | 6,773 | $247.5 萬 | 1.9% | – |
| GOOGAlphabet Inc. | Stock | 8,936 | $217.6 萬 | 1.7% | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 19,057 | $152.3 萬 | 1.2% | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 51,758 | $143.9 萬 | 1.1% | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,255 | $138.5 萬 | 1.1% | – |
| APHAmphenol Corp | CL A | 9,459 | $117.2 萬 | 0.9% | 歷史 |
| ACLSAxcelis Technologies Inc | Stock | 11,495 | $112.2 萬 | 0.9% | 歷史 |
| ABTAbbott Laboratories | Stock | 8,208 | $109.9 萬 | 0.9% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 5,259 | $105.7 萬 | 0.8% | 歷史 |
| BRZEBraze, Inc. | Stock | 30,397 | $86.4 萬 | 0.7% | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 17,334 | $82.8 萬 | 0.6% | – |
| WMTWalmart Inc. | Stock | 7,976 | $82.2 萬 | 0.6% | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,609 | $77.3 萬 | 0.6% | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,536 | $74.8 萬 | 0.6% | – |
| ORCLOracle Corp | Stock | 2,617 | $73.6 萬 | 0.6% | 歷史 |
| HDHome Depot, Inc. | Stock | 1,747 | $70.8 萬 | 0.6% | 歷史 |
| ADBEAdobe Inc. | Stock | 1,902 | $67.1 萬 | 0.5% | 歷史 |
| MTBM&T Bank Corp | COM | 3,366 | $66.5 萬 | 0.5% | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,877 | $61.9 萬 | 0.5% | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,270 | $59.5 萬 | 0.5% | – |
| METAMeta Platforms, Inc. | Stock | 770 | $56.6 萬 | 0.4% | 歷史 |
| CMCSAComcast Corp | Stock | 17,819 | $56.0 萬 | 0.4% | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 3,920 | $55.9 萬 | 0.4% | – |
| SONSonoco Products Co | COM | 12,526 | $54.0 萬 | 0.4% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,969 | $53.7 萬 | 0.4% | 歷史 |
| LLYEli Lilly & Co | Stock | 639 | $48.7 萬 | 0.4% | 歷史 |
| CNICanadian National Railway Co | Stock | 5,117 | $48.3 萬 | 0.4% | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,407 | $48.0 萬 | 0.4% | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 4,600 | $47.4 萬 | 0.4% | – |
| PHParker-Hannifin Corp | Stock | 591 | $44.8 萬 | 0.4% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,269 | $44.7 萬 | 0.4% | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,388 | $44.4 萬 | 0.3% | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,503 | $43.9 萬 | 0.3% | – |
| GEGeneral Electric Co | Stock | 1,382 | $41.6 萬 | 0.3% | 歷史 |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 3,519 | $41.5 萬 | 0.3% | – |
| Invesco Exchange Traded FD T46137V746 | LARG CAP GRO ETF | 3,301 | $41.4 萬 | 0.3% | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 19,513 | $40.8 萬 | 0.3% | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,184 | $40.4 萬 | 0.3% | – |
| COSTCostco Wholesale Corp | Stock | 374 | $34.6 萬 | 0.3% | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,875 | $34.2 萬 | 0.3% | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 6,446 | $32.9 萬 | 0.3% | – |
| GSGoldman Sachs Group Inc | Stock | 406 | $32.3 萬 | 0.3% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 5,301 | $31.4 萬 | 0.2% | 歷史 |
| TDYTeledyne Technologies Inc | COM | 534 | $31.3 萬 | 0.2% | 歷史 |
| AMGNAmgen Inc | Stock | 1,072 | $30.3 萬 | 0.2% | 歷史 |
| WMBWilliams Companies, Inc. | COM | 4,654 | $29.5 萬 | 0.2% | 歷史 |
| GDGeneral Dynamics Corp | Stock | 854 | $29.1 萬 | 0.2% | 歷史 |
| AXPAmerican Express Co | Stock | 869 | $28.8 萬 | 0.2% | 歷史 |
| SYKStryker Corp | Stock | 775 | $28.7 萬 | 0.2% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,182 | $27.9 萬 | 0.2% | 歷史 |
| NEENextera Energy Inc | Stock | 3,620 | $27.3 萬 | 0.2% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,626 | $27.0 萬 | 0.2% | 歷史 |
| COFCapital One Financial Corp | Stock | 1,226 | $26.1 萬 | 0.2% | 歷史 |
| ACNAccenture plc | Stock | 1,032 | $25.4 萬 | 0.2% | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,063 | $25.4 萬 | 0.2% | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 1,791 | $25.3 萬 | 0.2% | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,638 | $25.3 萬 | 0.2% | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 3,471 | $23.9 萬 | 0.2% | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 3,628 | $23.6 萬 | 0.2% | 歷史 |
| GLDSPDR Gold Trust | ETF | 660 | $23.5 萬 | 0.2% | 歷史 |
| Victory Portfolios II92647N865 | VCSHS US LRG CAP | 3,371 | $23.5 萬 | 0.2% | – |
| BXBlackstone Inc. | COM | 1,341 | $22.9 萬 | 0.2% | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 7,693 | $22.1 萬 | 0.2% | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 722 | $21.5 萬 | 0.2% | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 900 | $21.3 萬 | 0.2% | 歷史 |
| WRBBerkley W R Corp | COM | 2,739 | $21.0 萬 | 0.2% | 歷史 |
| MOAltria Group, Inc. | Stock | 3,115 | $20.9 萬 | 0.2% | 歷史 |
| GEVGE Vernova Inc. | Stock | 335 | $20.6 萬 | 0.2% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,640 | $20.5 萬 | 0.2% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,261 | $20.4 萬 | 0.2% | 歷史 |
| ATOAtmos Energy Corp | COM | 1,184 | $20.2 萬 | 0.2% | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 3,509 | $20.0 萬 | 0.2% | – |
| WFCWells Fargo & Company | Stock | 2,390 | $20.0 萬 | 0.2% | 歷史 |