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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WBDWarner Bros. Discovery, Inc. | Stock | 1,829 | $1.51 萬 | <0.1% | +1,829 | 新進 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 34 | $1.53 萬 | <0.1% | +34 | 新進 | 歷史 |
| ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund | COM | 1,114 | $1.54 萬 | <0.1% | +1,114 | 新進 | 歷史 |
| MMM3M Co | Stock | 113 | $1.54 萬 | <0.1% | +113 | 新進 | 歷史 |
| HESMHess Midstream LP | CL A SHS | 440 | $1.55 萬 | <0.1% | +440 | 新進 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 306 | $1.55 萬 | <0.1% | +306 | 新進 | – |
| TDGTransDigm Group INC | COM | 11 | $1.57 萬 | <0.1% | +11 | 新進 | 歷史 |
| SNAPSnap Inc | Stock | 1,481 | $1.58 萬 | <0.1% | +1,481 | 新進 | 歷史 |
| SILASila Realty Trust, Inc. | COMMON STOCK | 630 | $1.59 萬 | <0.1% | +630 | 新進 | 歷史 |
| DELLDell Technologies Inc. | Stock | 135 | $1.60 萬 | <0.1% | +135 | 新進 | 歷史 |
| U.S. Global Jets ETF26922A842 | ETF | 776 | $1.61 萬 | <0.1% | +776 | 新進 | – |
| CMICummins Inc | Stock | 50 | $1.62 萬 | <0.1% | +50 | 新進 | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 94 | $1.63 萬 | <0.1% | +94 | 新進 | 歷史 |
| SMCISuper Micro Computer, Inc. | COM | 40 | $1.67 萬 | <0.1% | +40 | 新進 | 歷史 |
| MBCMasterBrand, Inc. | COMMON STOCK | 900 | $1.67 萬 | <0.1% | +900 | 新進 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 100 | $1.67 萬 | <0.1% | +100 | 新進 | – |
| LINLinde PLC | Stock | 35 | $1.67 萬 | <0.1% | +35 | 新進 | 歷史 |
| NVONovo Nordisk A S | ADR | 141 | $1.67 萬 | <0.1% | +141 | 新進 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 200 | $1.68 萬 | <0.1% | +200 | 新進 | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 662 | $1.69 萬 | <0.1% | +662 | 新進 | – |
| Invesco Exchange Traded FD T46137V852 | DORSEY WRIGHT HE | 363 | $1.69 萬 | <0.1% | +363 | 新進 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 138 | $1.71 萬 | <0.1% | +138 | 新進 | – |
| GILDGilead Sciences, Inc. | Stock | 209 | $1.76 萬 | <0.1% | +209 | 新進 | 歷史 |
| iShares U.S. Regional Banks ETF464288778 | ETF | 370 | $1.76 萬 | <0.1% | +370 | 新進 | – |
| GWWW.W. Grainger, Inc. | Stock | 17 | $1.77 萬 | <0.1% | +17 | 新進 | 歷史 |
| TRGPTarga Resources Corp. | COM | 120 | $1.78 萬 | <0.1% | +120 | 新進 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 80 | $1.78 萬 | <0.1% | +80 | 新進 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 200 | $1.79 萬 | <0.1% | +200 | 新進 | – |
| AXONAxon Enterprise, Inc. | COM | 45 | $1.80 萬 | <0.1% | +45 | 新進 | 歷史 |
| BLKBlackRock, Inc. | COM | 19 | $1.85 萬 | <0.1% | +19 | 新進 | 歷史 |
| CRUSCirrus Logic, Inc. | Stock | 151 | $1.88 萬 | <0.1% | +151 | 新進 | 歷史 |
| IIMInvesco Value Municipal Income Trust | COM | 1,473 | $1.90 萬 | <0.1% | +1,473 | 新進 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 155 | $1.90 萬 | <0.1% | +155 | 新進 | – |
| BDXBecton Dickinson & Co | Stock | 79 | $1.91 萬 | <0.1% | +79 | 新進 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 154 | $1.93 萬 | <0.1% | +154 | 新進 | – |
| EMEEMCOR Group, Inc. | Stock | 45 | $1.94 萬 | <0.1% | +45 | 新進 | 歷史 |
| NVSNovartis AG | ADR | 169 | $1.94 萬 | <0.1% | +169 | 新進 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 172 | $1.95 萬 | <0.1% | +172 | 新進 | – |
| CPNGCoupang, Inc. | CL A | 800 | $1.96 萬 | <0.1% | +800 | 新進 | 歷史 |
| ASMLASML Holding NV | ADR | 24 | $2.00 萬 | <0.1% | +24 | 新進 | 歷史 |
| PWRQuanta Services, Inc. | COM | 68 | $2.02 萬 | <0.1% | +68 | 新進 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 167 | $2.02 萬 | <0.1% | +167 | 新進 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 116 | $2.03 萬 | <0.1% | +116 | 新進 | – |
| GDVGabelli Dividend & Income Trust | COM | 848 | $2.07 萬 | <0.1% | +848 | 新進 | 歷史 |
| PLSEPulse Biosciences, Inc. | COM | 1,200 | $2.10 萬 | <0.1% | +1,200 | 新進 | 歷史 |
| RSGRepublic Services, Inc. | COM | 106 | $2.13 萬 | <0.1% | +106 | 新進 | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 350 | $2.14 萬 | <0.1% | +350 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 87 | $2.16 萬 | <0.1% | +87 | 新進 | 歷史 |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 833 | $2.17 萬 | <0.1% | +833 | 新進 | 歷史 |
| NUENucor Corp | COM | 148 | $2.22 萬 | <0.1% | +148 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 75 | $2.27 萬 | <0.1% | +75 | 新進 | 歷史 |
| AMEAmetek Inc | COM | 136 | $2.34 萬 | <0.1% | +136 | 新進 | 歷史 |
| SPDR Ser Tr78464A532 | S&P TRANSN ETF | 286 | $2.36 萬 | <0.1% | +286 | 新進 | – |
| RFRegions Financial Corp | COM | 1,011 | $2.36 萬 | <0.1% | +1,011 | 新進 | 歷史 |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 1,209 | $2.38 萬 | <0.1% | +1,209 | 新進 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 41 | $2.40 萬 | <0.1% | +41 | 新進 | – |
| STMSTMicroelectronics N.V. | NY REGISTRY | 821 | $2.44 萬 | <0.1% | +821 | 新進 | 歷史 |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 2,822 | $2.46 萬 | <0.1% | +2,822 | 新進 | 歷史 |
| SMMTSummit Therapeutics Inc. | COM | 1,150 | $2.52 萬 | <0.1% | +1,150 | 新進 | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 501 | $2.54 萬 | <0.1% | +501 | 新進 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 322 | $2.54 萬 | <0.1% | +322 | 新進 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 292 | $2.56 萬 | <0.1% | −3,253−91.8% | 減碼 | – |
| MDTMedtronic plc | Stock | 300 | $2.70 萬 | <0.1% | +300 | 新進 | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 308 | $2.70 萬 | <0.1% | +308 | 新進 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 535 | $2.73 萬 | <0.1% | +535 | 新進 | – |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 947 | $2.82 萬 | <0.1% | +947 | 新進 | – |
| WTRGEssential Utilities, Inc. | COM | 733 | $2.83 萬 | <0.1% | +733 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 2,272 | $2.83 萬 | <0.1% | +2,272 | 新進 | – |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 1,573 | $2.87 萬 | <0.1% | +1,573 | 新進 | – |
| BMYBristol Myers Squibb Co | Stock | 558 | $2.89 萬 | <0.1% | +558 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 264 | $2.89 萬 | <0.1% | +264 | 新進 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 118 | $2.90 萬 | <0.1% | +118 | 新進 | – |
| KMBKimberly Clark Corp | Stock | 204 | $2.90 萬 | <0.1% | +204 | 新進 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 200 | $2.91 萬 | <0.1% | +200 | 新進 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 378 | $2.95 萬 | <0.1% | +378 | 新進 | – |
| iShares Tr464288760 | US AER DEF ETF | 200 | $2.99 萬 | <0.1% | +200 | 新進 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 899 | $3.02 萬 | <0.1% | +899 | 新進 | – |
| CVXChevron Corp | Stock | 207 | $3.05 萬 | <0.1% | +207 | 新進 | 歷史 |
| GEVGE Vernova Inc. | Stock | 121 | $3.09 萬 | <0.1% | +121 | 新進 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 332 | $3.11 萬 | <0.1% | +332 | 新進 | 歷史 |
| ZTSZoetis Inc. | Stock | 160 | $3.13 萬 | <0.1% | +160 | 新進 | 歷史 |
| Vanguard Materials ETF92204A801 | ETF | 148 | $3.13 萬 | <0.1% | +148 | 新進 | – |
| MRKMerck & Co., Inc. | Stock | 278 | $3.15 萬 | <0.1% | +278 | 新進 | 歷史 |
| MSTRStrategy Inc | Stock | 190 | $3.20 萬 | <0.1% | +190 | 新進 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 684 | $3.22 萬 | <0.1% | +684 | 新進 | – |
| ORLYO Reilly Automotive Inc | Stock | 28 | $3.22 萬 | <0.1% | +28 | 新進 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 200 | $3.26 萬 | <0.1% | +200 | 新進 | 歷史 |
| MARMarriott International Inc | Stock | 135 | $3.35 萬 | <0.1% | +135 | 新進 | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 2,640 | $3.37 萬 | <0.1% | +2,640 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 305 | $3.41 萬 | <0.1% | +305 | 新進 | 歷史 |
| HRBH&R Block Inc | COM | 539 | $3.43 萬 | <0.1% | +539 | 新進 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 128 | $3.44 萬 | <0.1% | +128 | 新進 | 歷史 |
| EIXEdison International | Stock | 400 | $3.48 萬 | <0.1% | +400 | 新進 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 562 | $3.50 萬 | <0.1% | +562 | 新進 | – |
| SYKStryker Corp | Stock | 99 | $3.59 萬 | <0.1% | +99 | 新進 | 歷史 |
| ENBEnbridge Inc | Stock | 914 | $3.71 萬 | <0.1% | +914 | 新進 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 281 | $3.92 萬 | <0.1% | +281 | 新進 | – |
| MUMicron Technology Inc | Stock | 379 | $3.94 萬 | <0.1% | +379 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 115 | $3.94 萬 | <0.1% | +115 | 新進 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 314 | $3.99 萬 | <0.1% | +314 | 新進 | – |