RDA Financial Network
AKRON IA · SEC CIK 0001774086
$4.00亿2026Q1 申报市值
273持仓数
28.5%前十大占比 · 第一大 3.9%
27 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
V 加仓+$157.56万
WMT 加仓+$144.96万
TJX 加仓+$143.73万
CRWD 新建仓+$139.96万
INTU 新建仓+$133.02万
2026Q1 卖出最多 按季末市值估算
BIL 减仓-$342.80万
CVX 减仓-$194.28万
KMI 减仓-$177.54万
CSCO 减仓-$173.87万
UBER 减仓-$143.03万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1,558.29万 | 3.90% | 89,352 | -394 | -0.4% | -$6.87万 | 减仓 |
| GOOGL | ALPHABET INC | $1,410.89万 | 3.53% | 49,064 | -203 | -0.4% | -$5.84万 | 减仓 |
| AVGO | BROADCOM INC | $1,278.35万 | 3.20% | 41,302 | 585 | 1.4% | $18.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,187.01万 | 2.97% | 32,067 | 1,011 | 3.3% | $37.42万 | 加仓 |
| AAPL | APPLE INC | $1,161.38万 | 2.91% | 45,761 | -1,536 | -3.2% | -$38.98万 | 减仓 |
| AMZN | AMAZON COM INC | $1,151.07万 | 2.88% | 55,268 | 156 | 0.3% | $3.25万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,040.97万 | 2.60% | 18,035 | -35 | -0.2% | -$2.02万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $910.91万 | 2.28% | 61,506 | 1,322 | 2.2% | $19.58万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $876.44万 | 2.19% | 29,795 | 388 | 1.3% | $11.41万 | 加仓 |
| META | META PLATFORMS INC | $806.88万 | 2.02% | 14,103 | -12 | -0.1% | -$6,866 | 减仓 |
| V | VISA INC | $747.44万 | 1.87% | 24,730 | 5,213 | 26.7% | $157.56万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $549.88万 | 1.38% | 16,271 | 123 | 0.8% | $4.16万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $532.22万 | 1.33% | 116,664 | 5,830 | 5.3% | $26.60万 | 加仓 |
| WMT | WALMART INC | $486.05万 | 1.22% | 39,109 | 11,664 | 42.5% | $144.96万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $461.36万 | 1.15% | 99,432 | 5,635 | 6.0% | $26.15万 | 加仓 |
| IJH | ISHARES TR | $454.40万 | 1.14% | 67,289 | 1,735 | 2.6% | $11.72万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $447.11万 | 1.12% | 4,487 | -19 | -0.4% | -$1.89万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $440.62万 | 1.10% | 9,195 | 227 | 2.5% | $10.88万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $439.59万 | 1.10% | 77,557 | -32 | -0.0% | -$1,814 | 减仓 |
| SPYG | SPDR SERIES TRUST | $423.05万 | 1.06% | 43,208 | 1,568 | 3.8% | $15.35万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $408.13万 | 1.02% | 104,702 | 2,268 | 2.2% | $8.84万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $389.56万 | 0.97% | 77,339 | 6,901 | 9.8% | $34.76万 | 加仓 |
| MOAT | VANECK ETF TRUST | $340.99万 | 0.85% | 35,263 | -21 | -0.1% | -$2,031 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $329.65万 | 0.82% | 7,151 | 330 | 4.8% | $15.21万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $322.97万 | 0.81% | 65,419 | -3,675 | -5.3% | -$18.14万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $320.75万 | 0.80% | 7,183 | 344 | 5.0% | $15.36万 | 加仓 |
| BIL | SPDR SERIES TRUST | $313.71万 | 0.79% | 34,233 | -37,407 | -52.2% | -$342.80万 | 减仓 |
| ACWI | ISHARES TR | $313.64万 | 0.78% | 22,667 | 371 | 1.7% | $5.13万 | 加仓 |
| NET | CLOUDFLARE INC | $311.82万 | 0.78% | 15,112 | 1,214 | 8.7% | $25.05万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $311.21万 | 0.78% | 56,748 | 2,915 | 5.4% | $15.99万 | 加仓 |
| LLY | ELI LILLY & CO | $296.32万 | 0.74% | 3,222 | -22 | -0.7% | -$2.02万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $286.20万 | 0.72% | 25,908 | 500 | 2.0% | $5.52万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $285.82万 | 0.72% | 63,446 | -1,427 | -2.2% | -$6.43万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $284.97万 | 0.71% | 276,671 | 19,079 | 7.4% | $19.65万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $269.04万 | 0.67% | 7,963 | -566 | -6.6% | -$19.12万 | 减仓 |
| ASML | ASML HLDG NV | $266.54万 | 0.67% | 2,018 | 998 | 97.8% | $131.82万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $260.37万 | 0.65% | 107,103 | 2,697 | 2.6% | $6.56万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $250.31万 | 0.63% | 19,116 | 1,497 | 8.5% | $19.60万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $244.02万 | 0.61% | 18,361 | 948 | 5.4% | $12.60万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $242.09万 | 0.61% | 19,717 | 1,455 | 8.0% | $17.86万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $239.54万 | 0.60% | 78,078 | -1,559 | -2.0% | -$4.78万 | 减仓 |
| QYLD | GLOBAL X FDS | $237.25万 | 0.59% | 138,337 | -3,125 | -2.2% | -$5.36万 | 减仓 |
| ADBE | ADOBE INC | $235.33万 | 0.59% | 9,681 | 852 | 9.7% | $20.71万 | 加仓 |
| GOOG | ALPHABET INC | $235.02万 | 0.59% | 8,193 | -2,455 | -23.1% | -$70.42万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $228.68万 | 0.57% | 9,624 | 508 | 5.6% | $12.07万 | 加仓 |
| — | TWO RDS SHARED TR | $224.15万 | 0.56% | 240,619 | 15,280 | 6.8% | $14.23万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $222.00万 | 0.56% | 6,920 | 12 | 0.2% | $3,850 | 加仓 |
| SPYM | SPDR SERIES TRUST | $219.52万 | 0.55% | 28,681 | 6,574 | 29.7% | $50.32万 | 加仓 |
| SO | SOUTHERN CO | $217.85万 | 0.55% | 22,570 | 1,177 | 5.5% | $11.36万 | 加仓 |
| GE | GE AEROSPACE | $216.86万 | 0.54% | 7,642 | 278 | 3.8% | $7.89万 | 加仓 |
| WELL | WELLTOWER INC | $216.05万 | 0.54% | 10,928 | 258 | 2.4% | $5.10万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $204.57万 | 0.51% | 6,988 | 96 | 1.4% | $2.81万 | 加仓 |
| WM | WASTE MGMT INC DEL | $201.09万 | 0.50% | 8,751 | 497 | 6.0% | $11.42万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $198.64万 | 0.50% | 85,547 | -5,106 | -5.6% | -$11.86万 | 减仓 |
| PFE | PFIZER INC | $196.90万 | 0.49% | 70,120 | 723 | 1.0% | $2.03万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $192.51万 | 0.48% | 42,924 | 154 | 0.4% | $6,907 | 加仓 |
| MA | MASTERCARD INCORPORATED | $191.64万 | 0.48% | 3,835 | 269 | 7.5% | $13.44万 | 加仓 |
| HDV | ISHARES TR | $190.70万 | 0.48% | 14,051 | 583 | 4.3% | $7.91万 | 加仓 |
| BDVL | BLACKROCK ETF TRUST | $188.97万 | 0.47% | 76,663 | -158 | -0.2% | -$3,895 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $188.31万 | 0.47% | 36,261 | -2,147 | -5.6% | -$11.15万 | 减仓 |
| HD | HOME DEPOT INC | $183.22万 | 0.46% | 5,571 | -551 | -9.0% | -$18.12万 | 减仓 |
| TJX | TJX COS INC NEW | $178.67万 | 0.45% | 11,188 | 9,000 | 411.3% | $143.73万 | 加仓 |
| VHT | VANGUARD WORLD FD | $171.70万 | 0.43% | 6,305 | 37 | 0.6% | $1.01万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $170.16万 | 0.43% | 8,866 | 2,092 | 30.9% | $40.15万 | 加仓 |
| KKR | KKR & CO INC | $169.75万 | 0.42% | 18,351 | -564 | -3.0% | -$5.22万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $160.64万 | 0.40% | 40,690 | 1,574 | 4.0% | $6.21万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $156.71万 | 0.39% | 3,690 | -75 | -2.0% | -$3.19万 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $155.37万 | 0.39% | 182,359 | 500 | 0.3% | $4,260 | 加仓 |
| IJR | ISHARES TR | $155.16万 | 0.39% | 12,482 | -181 | -1.4% | -$2.25万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $155.16万 | 0.39% | 53,266 | -18,425 | -25.7% | -$53.67万 | 减仓 |
| IUSB | ISHARES TR | $152.87万 | 0.38% | 33,096 | 2,451 | 8.0% | $11.32万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $152.50万 | 0.38% | 7,773 | -14 | -0.2% | -$2,747 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $152.34万 | 0.38% | 26,185 | -5,131 | -16.4% | -$29.85万 | 减仓 |
| PGR | PROGRESSIVE CORP | $149.39万 | 0.37% | 7,536 | 1,554 | 26.0% | $30.81万 | 加仓 |
| MBB | ISHARES TR | $148.99万 | 0.37% | 15,691 | -201 | -1.3% | -$1.91万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $146.83万 | 0.37% | 32,017 | -482 | -1.5% | -$2.21万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $146.15万 | 0.37% | 1,337 | -216 | -13.9% | -$23.61万 | 减仓 |
| QCOM | QUALCOMM INC | $142.55万 | 0.36% | 11,069 | -1,225 | -10.0% | -$15.78万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $140.70万 | 0.35% | 1,214 | -202 | -14.3% | -$23.41万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $139.96万 | 0.35% | 3,585 | 3,585 | — | $139.96万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $139.59万 | 0.35% | 27,807 | -2,759 | -9.0% | -$13.85万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $137.94万 | 0.35% | 6,414 | -43 | -0.7% | -$9,248 | 减仓 |
| ARCC | ARES CAPITAL CORP | $137.43万 | 0.34% | 76,263 | -3,835 | -4.8% | -$6.91万 | 减仓 |
| PYLD | PIMCO ETF TR | $135.82万 | 0.34% | 51,840 | 3,445 | 7.1% | $9.03万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $133.31万 | 0.33% | 26,872 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $133.17万 | 0.33% | 6,554 | -321 | -4.7% | -$6.52万 | 减仓 |
| INTU | INTUIT | $133.02万 | 0.33% | 3,077 | 3,077 | — | $133.02万 | 新建仓 |
| STIP | ISHARES TR | $132.96万 | 0.33% | 12,855 | 142 | 1.1% | $1.47万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $131.88万 | 0.33% | 5,395 | -201 | -3.6% | -$4.91万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $131.27万 | 0.33% | 20,486 | 4,429 | 27.6% | $28.38万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $127.70万 | 0.32% | 8,341 | 8,341 | — | $127.70万 | 新建仓 |
| NOW | SERVICENOW INC | $127.20万 | 0.32% | 12,166 | 1,715 | 16.4% | $17.93万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $126.81万 | 0.32% | 3,584 | -174 | -4.6% | -$6.16万 | 减仓 |
| AOM | ISHARES TR | $114.97万 | 0.29% | 24,270 | -400 | -1.6% | -$1.89万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $114.50万 | 0.29% | 34,149 | -52,950 | -60.8% | -$177.54万 | 减仓 |
| BX | BLACKSTONE INC | $112.34万 | 0.28% | 9,770 | -83 | -0.8% | -$9,544 | 减仓 |
| GOVT | ISHARES TR | $111.44万 | 0.28% | 48,642 | 48,642 | — | $111.44万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $105.21万 | 0.26% | 12,833 | -78 | -0.6% | -$6,395 | 减仓 |
| O | REALTY INCOME CORP | $101.35万 | 0.25% | 16,566 | -469 | -2.8% | -$2.87万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $100.88万 | 0.25% | 31,376 | 31,376 | — | $100.88万 | 新建仓 |