Rede Wealth, LLC
- SEC CIK
- 0001842054
- 最新申報
- 2026/8/3
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/10 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 108
- 較 2025 年第 4 季 −1
- 總值
- $2.78 億
- 較 2025 年第 4 季 −$973.4 萬 (−3.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 208 | $1.49 億 | 53.7% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 47,093 | $1,195 萬 | 4.3% | −407−0.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 37,085 | $906.5 萬 | 3.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 60,471 | $861.3 萬 | 3.1% | +2,829+4.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 11,793 | $770.3 萬 | 2.8% | +887+8.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 23,534 | $490.1 萬 | 1.8% | −913−3.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,043 | $481.3 萬 | 1.7% | −73−0.7% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,189 | $337.4 萬 | 1.2% | −3−0.1% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 66,928 | $333.9 萬 | 1.2% | −390−0.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 8,290 | $306.9 萬 | 1.1% | +20+0.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 17,609 | $298.8 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 26,634 | $260.8 萬 | 0.9% | +441+1.7% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 10,773 | $256.0 萬 | 0.9% | +1,070+11.0% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 7,290 | $249.2 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 14,199 | $247.6 萬 | 0.9% | −20−0.1% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 26,232 | $227.3 萬 | 0.8% | −3,021−10.3% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 31,433 | $182.9 萬 | 0.7% | −5,257−14.3% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 70,454 | $175.5 萬 | 0.6% | −2,280−3.1% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 33,178 | $165.7 萬 | 0.6% | +4,772+16.8% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 34,005 | $155.1 萬 | 0.6% | −2,609−7.1% | 減碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 16,994 | $142.0 萬 | 0.5% | +7,975+88.4% | 加碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 8,119 | $141.8 萬 | 0.5% | +31+0.4% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 47,287 | $137.5 萬 | 0.5% | +3,857+8.9% | 加碼 | – |
| iShares Tr464288208 | MRGSTR MD CP ETF | 15,702 | $131.0 萬 | 0.5% | +4,345+38.3% | 加碼 | – |
| NFLXNetflix Inc | Stock | 12,800 | $123.1 萬 | 0.4% | −20.0% | 減碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 47,637 | $115.6 萬 | 0.4% | +9,681+25.5% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,769 | $113.2 萬 | 0.4% | +282+5.1% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 3,558 | $110.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| EZBCFranklin Templeton Digital Holdings Trust | BITCOIN ETF SHS | 27,887 | $109.3 萬 | 0.4% | +6,626+31.2% | 加碼 | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 45,664 | $106.5 萬 | 0.4% | −13,118−22.3% | 減碼 | – |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 53,251 | $105.8 萬 | 0.4% | +17,931+50.8% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,276 | $102.0 萬 | 0.4% | −3,708−26.5% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,338 | $98.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 11,942 | $93.9 萬 | 0.3% | +3,730+45.4% | 加碼 | – |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 19,677 | $91.9 萬 | 0.3% | −21,915−52.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,313 | $91.2 萬 | 0.3% | +7+0.1% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $88.3 萬 | 0.3% | 00.0% | 不變 | – |
| EPDEnterprise Products Partners L.P. | Stock | 23,331 | $88.3 萬 | 0.3% | +74+0.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 34,672 | $86.0 萬 | 0.3% | +2,939+9.3% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 26,638 | $82.5 萬 | 0.3% | −8,000−23.1% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 31,782 | $81.5 萬 | 0.3% | 00.0% | 不變 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 17,240 | $80.9 萬 | 0.3% | −91−0.5% | 減碼 | – |
| GLWCorning Inc | COM | 5,946 | $80.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 5,781 | $70.1 萬 | 0.3% | −901−13.5% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,552 | $69.1 萬 | 0.2% | −65−2.5% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,399 | $68.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 23,020 | $66.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 693 | $66.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 5,262 | $62.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ASMLASML Holding NV | ADR | 464 | $61.3 萬 | 0.2% | +2+0.4% | 加碼 | 歷史 |
| AONAon plc | CL A | 1,898 | $61.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 1,215 | $60.7 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 3,076 | $59.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 32,571 | $56.4 萬 | 0.2% | −7,315−18.3% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 7,612 | $55.7 萬 | 0.2% | −835−9.9% | 減碼 | – |
| CBChubb Ltd | Stock | 1,703 | $55.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,170 | $55.1 萬 | 0.2% | +366+7.6% | 加碼 | – |
| CSXCSX Corp | Stock | 13,268 | $54.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,978 | $51.8 萬 | 0.2% | +95+5.0% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 5,437 | $49.4 萬 | 0.2% | −596−9.9% | 減碼 | – |
| CVXChevron Corp | Stock | 2,338 | $48.4 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 646 | $45.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 18,478 | $45.7 萬 | 0.2% | +174+1.0% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,238 | $45.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 9,282 | $45.0 萬 | 0.2% | +3,294+55.0% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 3,746 | $44.4 萬 | 0.2% | −1,567−29.5% | 減碼 | – |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 19,250 | $43.0 萬 | 0.2% | −1,433−6.9% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,607 | $41.4 萬 | 0.1% | +790+10.1% | 加碼 | – |
| TFCTruist Financial Corp | COM | 8,978 | $41.3 萬 | 0.1% | +30.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 5,317 | $40.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,388 | $39.9 萬 | 0.1% | +20+1.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,291 | $39.0 萬 | 0.1% | −893−40.9% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,584 | $38.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 1,035 | $36.8 萬 | 0.1% | +5+0.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,662 | $36.2 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,006 | $35.9 萬 | 0.1% | −156−3.7% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 3,625 | $34.4 萬 | 0.1% | −15−0.4% | 減碼 | – |
| ETNEaton Corp plc | Stock | 950 | $34.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 2,258 | $32.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,498 | $32.1 萬 | 0.1% | −13−0.4% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,247 | $31.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 6,021 | $31.6 萬 | 0.1% | +597+11.0% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 6,059 | $30.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 524 | $30.2 萬 | 0.1% | −18−3.3% | 減碼 | – |
| MDLZMondelez International, Inc. | Stock | 5,221 | $30.1 萬 | 0.1% | +7+0.1% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,253 | $30.1 萬 | 0.1% | −25−2.0% | 減碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 3,786 | $29.8 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 5,406 | $29.8 萬 | 0.1% | −16−0.3% | 減碼 | – |
| OKEONEOK Inc | COM | 3,281 | $29.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 789 | $29.3 萬 | 0.1% | −93−10.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,598 | $27.9 萬 | 0.1% | −1,032−22.3% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 2,169 | $27.5 萬 | 0.1% | 00.0% | 不變 | – |
| PWRQuanta Services, Inc. | COM | 500 | $27.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 2,759 | $26.6 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 5,788 | $26.3 萬 | 0.1% | +126+2.2% | 加碼 | – |
| HXLHexcel Corp | COM | 3,160 | $25.6 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 2,142 | $25.4 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 3,686 | $25.1 萬 | 0.1% | +3,686 | 新進 | 歷史 |
| iShares Tr464287697 | U.S. UTILITS ETF | 2,074 | $24.1 萬 | 0.1% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 700 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 4 季之後清倉（4 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46434V878 | ULTRA SHORT DUR | 7,215 | $36.5 萬 | 0.1% | – |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 11,547 | $35.7 萬 | 0.1% | – |
| IBMInternational Business Machines Corp | Stock | 745 | $22.1 萬 | 0.1% | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 4,400 | $20.0 萬 | 0.1% | – |