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 |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78464A763 | ST STR SP DIV | 285 | $4.05 萬 | <0.1% | +285 | 新進 | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 925 | $4.35 萬 | <0.1% | +925 | 新進 | 歷史 |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 762 | $4.39 萬 | <0.1% | +762 | 新進 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 335 | $4.43 萬 | <0.1% | +335 | 新進 | – |
| TXNTexas Instruments Inc | Stock | 217 | $4.49 萬 | <0.1% | +217 | 新進 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 1,368 | $4.55 萬 | <0.1% | +1,368 | 新進 | – |
| STLAStellantis N.V. | SHS | 3,311 | $4.65 萬 | <0.1% | +3,311 | 新進 | 歷史 |
| DEDeere & Co | Stock | 113 | $4.72 萬 | <0.1% | +113 | 新進 | 歷史 |
| AZOAutoZone Inc | COM | 15 | $4.73 萬 | <0.1% | +15 | 新進 | 歷史 |
| PRUPrudential Financial Inc | Stock | 392 | $4.75 萬 | <0.1% | +392 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 2,031 | $4.76 萬 | <0.1% | +2,031 | 新進 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 350 | $4.88 萬 | <0.1% | +350 | 新進 | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 39 | $4.96 萬 | <0.1% | +39 | 新進 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 616 | $4.97 萬 | <0.1% | +616 | 新進 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 956 | $5.04 萬 | <0.1% | +956 | 新進 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 829 | $5.22 萬 | <0.1% | +829 | 新進 | – |
| MDLZMondelez International, Inc. | Stock | 720 | $5.30 萬 | <0.1% | +720 | 新進 | 歷史 |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 1,137 | $5.30 萬 | <0.1% | +1,137 | 新進 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 1,136 | $5.33 萬 | <0.1% | +1,136 | 新進 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 1,157 | $5.41 萬 | <0.1% | +1,157 | 新進 | – |
| PMPhilip Morris International Inc. | Stock | 446 | $5.42 萬 | <0.1% | +446 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 995 | $5.42 萬 | <0.1% | +995 | 新進 | – |
| DHRDanaher Corp | Stock | 199 | $5.54 萬 | <0.1% | +199 | 新進 | 歷史 |
| First Tr Exchange Traded FD33738R688 | S&P INTL DIVID | 3,281 | $5.76 萬 | <0.1% | +3,281 | 新進 | – |
| SYYSysco Corp | Stock | 740 | $5.78 萬 | <0.1% | +740 | 新進 | 歷史 |
| CSXCSX Corp | Stock | 1,694 | $5.85 萬 | <0.1% | +1,694 | 新進 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 748 | $6.00 萬 | <0.1% | +748 | 新進 | – |
| FISFidelity National Information Services, Inc. | Stock | 718 | $6.01 萬 | <0.1% | −2,265−75.9% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 2,189 | $6.22 萬 | <0.1% | +2,189 | 新進 | 歷史 |
| KRKroger Co | Stock | 1,107 | $6.34 萬 | <0.1% | +1,107 | 新進 | 歷史 |
| ORealty Income Corp | REIT | 1,019 | $6.46 萬 | <0.1% | +1,019 | 新進 | 歷史 |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 2,514 | $6.54 萬 | <0.1% | +2,514 | 新進 | 歷史 |
| TRPTC Energy Corp | COM | 1,382 | $6.57 萬 | <0.1% | +1,382 | 新進 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 1,659 | $6.83 萬 | <0.1% | +1,659 | 新進 | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 446 | $7.02 萬 | <0.1% | +446 | 新進 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 3,907 | $7.05 萬 | <0.1% | +3,907 | 新進 | – |
| EDConsolidated Edison Inc | Stock | 684 | $7.12 萬 | <0.1% | +684 | 新進 | 歷史 |
| CLXClorox Co | Stock | 450 | $7.33 萬 | <0.1% | +450 | 新進 | 歷史 |
| XYZBlock, Inc. | CL A | 1,109 | $7.44 萬 | <0.1% | +1,109 | 新進 | 歷史 |
| PETQPetIQ, Inc. | COM CL A | 2,472 | $7.61 萬 | <0.1% | +2,472 | 新進 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 426 | $7.64 萬 | <0.1% | +426 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 272 | $7.70 萬 | <0.1% | +272 | 新進 | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 1,083 | $7.75 萬 | <0.1% | +1,083 | 新進 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 1,661 | $7.84 萬 | <0.1% | +1,661 | 新進 | – |
| FTNTFortinet, Inc. | Stock | 1,020 | $7.91 萬 | <0.1% | +1,020 | 新進 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 900 | $8.06 萬 | <0.1% | +900 | 新進 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 241 | $8.21 萬 | <0.1% | +241 | 新進 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 882 | $8.25 萬 | <0.1% | +882 | 新進 | – |
| ADPAutomatic Data Processing Inc | Stock | 305 | $8.44 萬 | <0.1% | +305 | 新進 | 歷史 |
| iShares Tr46434V787 | YLD OPTIM BD | 3,693 | $8.46 萬 | <0.1% | +3,693 | 新進 | – |
| PAYXPaychex Inc | Stock | 634 | $8.51 萬 | <0.1% | +634 | 新進 | 歷史 |
| BABoeing Co | Stock | 568 | $8.63 萬 | <0.1% | +568 | 新進 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 206 | $8.72 萬 | <0.1% | +206 | 新進 | 歷史 |
| Fidelity Covington Trust316092832 | DIVID ETF RISI | 1,707 | $8.79 萬 | <0.1% | +1,707 | 新進 | – |
| HUMHumana Inc | Stock | 285 | $9.02 萬 | <0.1% | +285 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 3,118 | $9.02 萬 | <0.1% | +3,118 | 新進 | 歷史 |
| SOSouthern Co | Stock | 1,006 | $9.07 萬 | <0.1% | +1,006 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 450 | $9.34 萬 | <0.1% | +450 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 2,462 | $9.77 萬 | <0.1% | +2,462 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 403 | $9.93 萬 | <0.1% | +403 | 新進 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,196 | $9.95 萬 | <0.1% | +1,196 | 新進 | – |
| MCOMoodys Corp | Stock | 210 | $9.99 萬 | <0.1% | +210 | 新進 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 854 | $10.0 萬 | <0.1% | +854 | 新進 | – |
| NEENextera Energy Inc | Stock | 1,187 | $10.0 萬 | <0.1% | +1,187 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 466 | $10.3 萬 | <0.1% | +466 | 新進 | 歷史 |
| DSUBlackRock Debt Strategies Fund, Inc. | COM NEW | 9,342 | $10.3 萬 | <0.1% | +9,342 | 新進 | 歷史 |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 2,321 | $10.4 萬 | <0.1% | +2,321 | 新進 | – |
| WSTWest Pharmaceutical Services Inc | COM | 348 | $10.4 萬 | <0.1% | +348 | 新進 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 1,670 | $10.5 萬 | <0.1% | +1,670 | 新進 | – |
| HPHelmerich & Payne, Inc. | COM | 3,479 | $10.6 萬 | <0.1% | +3,479 | 新進 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 283 | $10.9 萬 | <0.1% | +283 | 新進 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 1,324 | $11.0 萬 | <0.1% | +1,324 | 新進 | – |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 2,731 | $11.0 萬 | <0.1% | +2,731 | 新進 | – |
| First Tr Exchange Traded FD33738R738 | FIRST TRUST S&P | 3,215 | $11.1 萬 | <0.1% | +3,215 | 新進 | – |
| iShares Russell Midcap ETF464287499 | ETF | 1,260 | $11.1 萬 | <0.1% | +1,260 | 新進 | – |
| iShares Russell 2000 ETF464287655 | ETF | 514 | $11.4 萬 | <0.1% | +514 | 新進 | – |
| KKRKKR & Co. Inc. | COM | 872 | $11.4 萬 | <0.1% | +872 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 2,281 | $11.6 萬 | <0.1% | +2,281 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 3,355 | $11.9 萬 | <0.1% | +3,355 | 新進 | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 6,652 | $12.3 萬 | <0.1% | +6,652 | 新進 | 歷史 |
| STLDSteel Dynamics Inc | COM | 1,002 | $12.6 萬 | <0.1% | +1,002 | 新進 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,094 | $12.8 萬 | <0.1% | +1,094 | 新進 | – |
| iShares Tr464287622 | RUS 1000 ETF | 413 | $13.0 萬 | <0.1% | +413 | 新進 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 1,730 | $13.9 萬 | <0.1% | +1,730 | 新進 | – |
| iShares Tr46429B671 | MSCI CHINA ETF | 2,848 | $14.5 萬 | <0.1% | −52,228−94.8% | 減碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 782 | $15.0 萬 | <0.1% | +782 | 新進 | – |
| TGTTarget Corp | Stock | 980 | $15.3 萬 | <0.1% | +980 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 2,325 | $15.7 萬 | <0.1% | +2,325 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 1,741 | $15.8 萬 | <0.1% | +1,741 | 新進 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 3,835 | $16.1 萬 | <0.1% | +3,835 | 新進 | – |
| PGRProgressive Corp | Stock | 643 | $16.3 萬 | <0.1% | +643 | 新進 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 304 | $17.3 萬 | <0.1% | +304 | 新進 | 歷史 |
| GISGeneral Mills Inc | Stock | 2,372 | $17.5 萬 | <0.1% | +2,372 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 1,825 | $17.6 萬 | <0.1% | +1,825 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 3,323 | $17.6 萬 | <0.1% | +3,323 | 新進 | – |
| CATCaterpillar Inc | Stock | 450 | $17.6 萬 | <0.1% | +450 | 新進 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,216 | $17.8 萬 | <0.1% | +1,216 | 新進 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,901 | $18.2 萬 | <0.1% | +1,901 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 3,424 | $18.2 萬 | <0.1% | +3,424 | 新進 | 歷史 |
| WUWestern Union CO | Stock | 15,520 | $18.5 萬 | 0.1% | +15,520 | 新進 | 歷史 |