Rede Wealth, LLC
- SEC CIK
- 0001842054
- 最新申報
- 2026/8/3
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/3 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 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 萬 (+8.6%)
| 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 | $1.56 億 | 51.6% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 46,985 | $1,360 萬 | 4.5% | −108−0.2% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 65,308 | $1,073 萬 | 3.6% | +4,837+8.0% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 37,050 | $941.0 萬 | 3.1% | −35−0.1% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 11,666 | $873.7 萬 | 2.9% | −127−1.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 23,559 | $561.5 萬 | 1.9% | +25+0.1% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 7,290 | $527.1 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,914 | $496.1 萬 | 1.6% | −129−1.3% | 減碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 90,754 | $412.8 萬 | 1.4% | +56,749+166.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,179 | $386.7 萬 | 1.3% | −10−0.2% | 減碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 11,675 | $353.7 萬 | 1.2% | +902+8.4% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 63,573 | $321.6 萬 | 1.1% | −3,355−5.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 8,309 | $309.9 萬 | 1.0% | +19+0.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 25,846 | $307.5 萬 | 1.0% | −788−3.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 14,035 | $280.8 萬 | 0.9% | −164−1.2% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 27,536 | $262.8 萬 | 0.9% | +1,304+5.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 17,459 | $238.7 萬 | 0.8% | −150−0.9% | 減碼 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 19,364 | $172.4 萬 | 0.6% | +2,370+13.9% | 加碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 66,516 | $155.9 萬 | 0.5% | +20,852+45.7% | 加碼 | – |
| GLWCorning Inc | COM | 5,946 | $151.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 20,471 | $139.2 萬 | 0.5% | −10,962−34.9% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,349 | $138.4 萬 | 0.5% | +580+10.1% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $122.8 萬 | 0.4% | 00.0% | 不變 | – |
| COINCoinbase Global, Inc. | COM CL A | 8,127 | $118.8 萬 | 0.4% | +8+0.1% | 加碼 | 歷史 |
| iShares Tr464288208 | MRGSTR MD CP ETF | 12,051 | $116.4 萬 | 0.4% | −3,651−23.3% | 減碼 | – |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 74,398 | $111.8 萬 | 0.4% | +21,147+39.7% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 21,992 | $110.5 萬 | 0.4% | −11,186−33.7% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,338 | $109.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 29,589 | $109.1 萬 | 0.4% | +2,951+11.1% | 加碼 | – |
| BlackRock ETF Trust09290C665 | ISHA SYST AL ETF | 37,803 | $106.0 萬 | 0.4% | +37,803 | 新進 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,584 | $104.8 萬 | 0.3% | +308+3.0% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,514 | $104.5 萬 | 0.3% | −38−1.5% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,559 | $96.2 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| VanEck ETF Trust92189F130 | REAL ASSETS ETF | 24,029 | $95.3 萬 | 0.3% | +24,029 | 新進 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 18,262 | $94.6 萬 | 0.3% | +1,022+5.9% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 31,782 | $93.5 萬 | 0.3% | 00.0% | 不變 | – |
| ASMLASML Holding NV | ADR | 470 | $93.5 萬 | 0.3% | +6+1.3% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 25,764 | $93.1 萬 | 0.3% | −21,523−45.5% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 6,321 | $92.7 萬 | 0.3% | +8+0.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 12,899 | $92.1 萬 | 0.3% | +99+0.8% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 23,262 | $85.5 萬 | 0.3% | −69−0.3% | 減碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 32,507 | $82.7 萬 | 0.3% | −2,165−6.2% | 減碼 | – |
| EZBCFranklin Templeton Digital Holdings Trust | BITCOIN ETF SHS | 24,100 | $81.7 萬 | 0.3% | −3,787−13.6% | 減碼 | 歷史 |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 19,877 | $79.5 萬 | 0.3% | +200+1.0% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 7,421 | $75.9 萬 | 0.3% | −4,521−37.9% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 5,273 | $75.1 萬 | 0.2% | −508−8.8% | 減碼 | – |
| NSCNorfolk Southern Corp | Stock | 2,361 | $74.3 萬 | 0.2% | −38−1.6% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 28,426 | $73.7 萬 | 0.2% | +28,426 | 新進 | – |
| BLKBlackRock, Inc. | Stock | 693 | $66.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 622 | $66.2 萬 | 0.2% | −24−3.7% | 減碼 | 歷史 |
| AONAon plc | CL A | 1,898 | $63.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 1,216 | $62.4 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,056 | $62.3 萬 | 0.2% | +78+3.9% | 加碼 | – |
| CSXCSX Corp | Stock | 12,843 | $61.0 萬 | 0.2% | −425−3.2% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 5,262 | $60.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 3,076 | $58.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 1,703 | $58.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 7,612 | $57.0 萬 | 0.2% | 00.0% | 不變 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 4,514 | $52.8 萬 | 0.2% | −923−17.0% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,945 | $52.6 萬 | 0.2% | −225−4.4% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 18,479 | $51.2 萬 | 0.2% | +10.0% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,236 | $50.1 萬 | 0.2% | −2−0.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,396 | $49.9 萬 | 0.2% | +8+0.6% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 4,180 | $49.1 萬 | 0.2% | +434+11.6% | 加碼 | – |
| TAT&T Inc. | Stock | 23,020 | $47.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 3,344 | $46.7 萬 | 0.2% | +3,344 | 新進 | 歷史 |
| TFCTruist Financial Corp | COM | 8,981 | $44.7 萬 | 0.1% | +30.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,297 | $44.5 萬 | 0.1% | +6+0.5% | 加碼 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 9,058 | $43.7 萬 | 0.1% | −224−2.4% | 減碼 | – |
| KOCoca Cola Co | Stock | 5,317 | $43.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,584 | $43.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,253 | $43.0 萬 | 0.1% | 00.0% | 不變 | – |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 19,250 | $42.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,667 | $42.0 萬 | 0.1% | +5+0.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,550 | $41.7 萬 | 0.1% | −48−1.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 564 | $41.5 萬 | 0.1% | +40+7.6% | 加碼 | – |
| ETNEaton Corp plc | Stock | 950 | $40.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,941 | $40.3 萬 | 0.1% | −65−1.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 2,339 | $38.8 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 4,031 | $38.1 萬 | 0.1% | +406+11.2% | 加碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 3,786 | $37.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,247 | $36.8 萬 | 0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 2,258 | $36.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PWRQuanta Services, Inc. | COM | 500 | $36.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 12,395 | $35.2 萬 | 0.1% | +12,395 | 新進 | – |
| NAVNNavan, Inc. | CL A | 14,871 | $34.0 萬 | 0.1% | +14,871 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 700 | $33.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 785 | $33.0 萬 | 0.1% | −4−0.5% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 1,039 | $32.5 萬 | 0.1% | +4+0.4% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,488 | $32.0 萬 | 0.1% | −10−0.3% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 5,386 | $31.9 萬 | 0.1% | −20−0.4% | 減碼 | – |
| HXLHexcel Corp | COM | 3,161 | $31.6 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,995 | $31.4 萬 | 0.1% | −26−0.4% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 6,458 | $31.3 萬 | 0.1% | −2,149−25.0% | 減碼 | – |
| BNYBank of New York Mellon Corp | Stock | 2,143 | $31.0 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,227 | $30.2 萬 | 0.1% | +6+0.1% | 加碼 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 6,033 | $30.2 萬 | 0.1% | +245+4.2% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 12,780 | $30.1 萬 | 0.1% | +12,780 | 新進 | – |
| MTZMastec Inc | COM | 695 | $28.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 3,281 | $28.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
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。