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Darwin Advisors, LLC

SEC CIK
0001663224
最新申報
2026/7/21

2024 年第 3 季持倉

持倉截至 2024/9/30,2024/11/8 申報。只含多頭部位,變化是跟 2024 年第 2 季比股數。

機構總覽
持股檔數
648
較 2024 年第 2 季 +570
總值
$3.64 億
較 2024 年第 2 季 +$1.63 億 (+81.0%)
申報日
2024/11/8
SEC
Darwin Advisors, LLC 在 2024 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
VanEck ETF Trust92189H680ETP174$5,469<0.1%+174新進–
ADSKAutodesk, Inc.COM20$5,510<0.1%+20新進歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF57$5,574<0.1%+57新進–
WSMWilliams Sonoma IncCOM36$5,577<0.1%+36新進歷史
iShares Tr464288885EAFE GRWTH ETF53$5,705<0.1%+53新進–
UTHRUnited Therapeutics CorpCOM16$5,734<0.1%+16新進歷史
KHCKraft Heinz CoStock164$5,750<0.1%+164新進歷史
VanEck ETF Trust92189H672ETP172$5,761<0.1%+172新進–
CMGChipotle Mexican Grill IncCOM100$5,762<0.1%+100新進歷史
Ea Series Trust02072L722STRI US ENER ETF208$5,843<0.1%+208新進–
QTWOQ2 Holdings, Inc.COM75$5,983<0.1%+75新進歷史
Vanguard Mortgage-Backed Securities ETF92206C771ETF127$5,996<0.1%+127新進–
IOTSamsara Inc.Stock125$6,015<0.1%+125新進歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF105$6,028<0.1%+105新進–
WFCWells Fargo & CompanyStock108$6,073<0.1%+108新進歷史
WECWec Energy Group, Inc.Stock64$6,156<0.1%+64新進歷史
iShares Flexible Income Active ETF092528603ETF115$6,156<0.1%+115新進–
iShares Tr464288877EAFE VALUE ETF107$6,156<0.1%+107新進–
PLNTPlanet Fitness, Inc.CL A76$6,173<0.1%+76新進歷史
XYLXylem Inc.COM46$6,211<0.1%+46新進歷史
DSMBNY Mellon Strategic Municipal Bond Fund, Inc.COM1,000$6,230<0.1%+1,000新進歷史
HESHess CorpStock46$6,283<0.1%+46新進歷史
AGXArgan IncStock62$6,283<0.1%+62新進歷史
CLColgate Palmolive CoStock61$6,296<0.1%+61新進歷史
BABAAlibaba Group Holding LtdADR61$6,462<0.1%+61新進歷史
LHLabcorp Holdings Inc.Stock29$6,481<0.1%+29新進歷史
GLWCorning IncCOM145$6,547<0.1%+145新進歷史
WFRDWeatherford International plcORD SHS80$6,794<0.1%+80新進歷史
RGLDRoyal Gold IncStock50$7,015<0.1%+50新進歷史
VLTOVeralto CorpStock63$7,055<0.1%+63新進歷史
Amplify Digital Payments ETF032108656ETF135$7,057<0.1%+135新進–
iShares Tr46428743220 YR TR BD ETF72$7,063<0.1%+72新進–
CHDNChurchill Downs IncCOM54$7,301<0.1%+54新進歷史
EQTEQT CorpStock200$7,328<0.1%+200新進歷史
TGTXTG Therapeutics, Inc.COM325$7,602<0.1%+325新進歷史
BlackRock ETF Trust09290C103ISHARES US EQUIT154$7,618<0.1%+154新進–
CCitigroup IncStock123$7,720<0.1%+123新進歷史
iShares Inc46434G863ESG AWR MSCI EM214$7,792<0.1%+214新進–
RELXRELX PLCSPONSORED ADR165$7,831<0.1%+165新進歷史
DDOGDatadog, Inc.CL A COM70$8,054<0.1%+70新進歷史
OXYOccidental Petroleum CorpStock160$8,246<0.1%+160新進歷史
iShares Inc464286509MSCI CDA ETF200$8,304<0.1%+200新進–
NHINational Health Investors IncCOM104$8,770<0.1%+104新進歷史
iShares Tr464288588MBS ETF92$8,815<0.1%+92新進–
FASTFastenal CoStock124$8,856<0.1%+124新進歷史
QRVOQorvo, Inc.Stock87$8,987<0.1%+87新進歷史
First Tr Exchange-Traded FD33738D309SENIOR LN FD196$8,998<0.1%+196新進–
Global X FDS37954Y780INTERNET OF THNG261$9,051<0.1%+261新進–
MFCManulife Financial CorpCOM309$9,121<0.1%+309新進歷史
CRWDCrowdStrike Holdings, Inc.Stock33$9,322<0.1%+33新進歷史
GOLDGold.com, Inc.COM212$9,342<0.1%+212新進歷史
NTNXNutanix, Inc.Stock160$9,480<0.1%+160新進歷史
First Tr Exchange-Traded FD33737K205INDXX NEXTG ETF109$9,526<0.1%+109新進–
DECKDeckers Outdoor CorpCOM60$9,567<0.1%+60新進歷史
ICEIntercontinental Exchange, Inc.Stock60$9,638<0.1%+60新進歷史
OPRAOpera LtdSPONSORED ADS625$9,656<0.1%+625新進歷史
ARK ETF Tr00214Q203AUTNMUS TECHNLGY159$9,686<0.1%+159新進–
AMTAmerican Tower CorpREIT42$9,768<0.1%+42新進歷史
First Tr Exchange-Traded FD33733B100WTR ETF90$9,855<0.1%+90新進–
PCARPaccar IncCOM100$9,868<0.1%+100新進歷史
Global X FDS37954Y236DATA CTR DIG ETF569$1.00 萬<0.1%+569新進–
CSWCCapital Southwest CorpCOM400$1.01 萬<0.1%+400新進歷史
Global X FDS37954Y384CYBRSCURTY ETF329$1.02 萬<0.1%+329新進–
WBAWalgreens Boots Alliance, Inc.COM1,139$1.02 萬<0.1%+1,139新進歷史
AGNCAGNC Investment Corp.REIT993$1.04 萬<0.1%+993新進歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR60$1.04 萬<0.1%+60新進歷史
FSCOFS Credit Opportunities Corp.COMMON STOCK1,657$1.05 萬<0.1%+1,657新進歷史
First Trust Cloud Computing ETF33734X192ETF103$1.05 萬<0.1%+103新進–
MPLXMPLX LPCOM UNIT REP LTD240$1.07 萬<0.1%+240新進歷史
XHRXenia Hotels & Resorts, Inc.COM727$1.07 萬<0.1%+727新進歷史
EVREvercore Inc.CLASS A43$1.08 萬<0.1%+43新進歷史
Vanguard Consumer Staples ETF92204A207ETF51$1.10 萬<0.1%+51新進–
FDSFactset Research Systems IncStock24$1.11 萬<0.1%+24新進歷史
PLTRPalantir Technologies Inc.Stock300$1.12 萬<0.1%−8,000−96.4%減碼歷史
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW232$1.12 萬<0.1%+232新進–
NKENIKE, Inc.Stock127$1.12 萬<0.1%+127新進歷史
ARTNAArtesian Resources CorpCL A309$1.15 萬<0.1%+309新進歷史
iShares Tr4642874407-10 YR TRSY BD118$1.16 萬<0.1%+118新進–
FIXComfort Systems USA IncCOM30$1.17 萬<0.1%+30新進歷史
LHXL3HARRIS Technologies, Inc.Stock49$1.17 萬<0.1%+49新進歷史
SPOKSpok Holdings, IncCOM778$1.17 萬<0.1%+778新進歷史
LENLennar CorpCL A63$1.17 萬<0.1%+63新進歷史
CWTCalifornia Water Service GroupCOM217$1.18 萬<0.1%+217新進歷史
GOFGuggenheim Strategic Opportunities FundCOM SBI750$1.18 萬<0.1%+750新進歷史
iShares Inc464286251JP MRG EM CRP BD257$1.18 萬<0.1%+257新進–
CIENCiena CorpCOM NEW194$1.19 萬<0.1%+194新進歷史
DPZDominos Pizza IncCOM28$1.21 萬<0.1%+28新進歷史
RCMR1 RCM Inc.COM869$1.23 萬<0.1%+869新進歷史
HWMHowmet Aerospace Inc.Stock125$1.25 萬<0.1%+125新進歷史
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW206$1.26 萬<0.1%+206新進–
DALDelta Air Lines, Inc.COM NEW250$1.27 萬<0.1%+250新進歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF710$1.28 萬<0.1%+710新進–
PSNParsons CorpCOM125$1.30 萬<0.1%+125新進歷史
NINisource Inc.COM375$1.30 萬<0.1%+375新進歷史
COKECoca-Cola Consolidated, Inc.COM10$1.32 萬<0.1%+10新進歷史
ABTAbbott LaboratoriesStock116$1.32 萬<0.1%+116新進歷史
Vanguard Total World Stock ETF922042742ETF117$1.40 萬<0.1%+117新進–
RBB FD Inc74933W627MOTLEY FOOL MID498$1.45 萬<0.1%+498新進–
PAAPlains All American Pipeline LPUNIT LTD PARTN842$1.46 萬<0.1%+842新進歷史
PYPLPayPal Holdings, Inc.Stock188$1.47 萬<0.1%+188新進歷史