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 |
|---|---|---|---|---|---|---|---|
| SBUXStarbucks Corp | Stock | 1,900 | $18.5 萬 | 0.1% | +1,900 | 新進 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,510 | $18.9 萬 | 0.1% | +2,510 | 新進 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 956 | $18.9 萬 | 0.1% | +956 | 新進 | – |
| Fidelity Covington Trust316092824 | LOW VOLITY ETF | 3,138 | $19.3 萬 | 0.1% | +3,138 | 新進 | – |
| TSLATesla, Inc. | Stock | 739 | $19.3 萬 | 0.1% | −462−38.5% | 減碼 | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 4,297 | $19.4 萬 | 0.1% | +4,297 | 新進 | – |
| JBLJabil Inc | Stock | 1,634 | $19.6 萬 | 0.1% | +1,634 | 新進 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 7,840 | $20.5 萬 | 0.1% | −394−4.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U109 | TCW SECURITIZED | 9,699 | $21.1 萬 | 0.1% | −8,320−46.2% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 695 | $21.2 萬 | 0.1% | +695 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 4,567 | $21.2 萬 | 0.1% | 00.0% | 不變 | – |
| SGOLabrdn Gold ETF Trust | ETF | 8,493 | $21.3 萬 | 0.1% | +8,493 | 新進 | 歷史 |
| EGEverest Group, Ltd. | COM | 549 | $21.5 萬 | 0.1% | −24−4.2% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,688 | $21.6 萬 | 0.1% | +1,688 | 新進 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,029 | $21.8 萬 | 0.1% | +1,029 | 新進 | – |
| AMGNAmgen Inc | Stock | 679 | $21.9 萬 | 0.1% | +679 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 8,999 | $22.2 萬 | 0.1% | +8,999 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 389 | $22.3 萬 | 0.1% | +389 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,274 | $23.0 萬 | 0.1% | +2,274 | 新進 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 470 | $23.1 萬 | 0.1% | −32−6.4% | 減碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,146 | $23.2 萬 | 0.1% | −142−11.0% | 減碼 | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 2,285 | $23.9 萬 | 0.1% | +173+8.2% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 5,262 | $23.9 萬 | 0.1% | −245−4.4% | 減碼 | – |
| TOLToll Brothers, Inc. | COM | 1,691 | $26.1 萬 | 0.1% | +1,691 | 新進 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 2,444 | $26.6 萬 | 0.1% | −159−6.1% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 436 | $27.0 萬 | 0.1% | +436 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 526 | $27.2 萬 | 0.1% | −30−5.4% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 770 | $27.2 萬 | 0.1% | +6+0.8% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 1,449 | $27.5 萬 | 0.1% | +1,449 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 604 | $27.8 萬 | 0.1% | +604 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 570 | $28.1 萬 | 0.1% | −26−4.4% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 12,848 | $28.3 萬 | 0.1% | −60.0% | 減碼 | 歷史 |
| Fidelity Covington Trust316092816 | MOMENTUM FACTR | 4,390 | $29.0 萬 | 0.1% | +4,390 | 新進 | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,705 | $30.2 萬 | 0.1% | −76−4.3% | 減碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 2,547 | $31.2 萬 | 0.1% | +2,547 | 新進 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,508 | $32.2 萬 | 0.1% | −71,589−95.3% | 減碼 | – |
| NOWServiceNow, Inc. | Stock | 380 | $34.0 萬 | 0.1% | −2,994−88.7% | 減碼 | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 16,938 | $34.5 萬 | 0.1% | +16,938 | 新進 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 3,400 | $35.2 萬 | 0.1% | +3,400 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,167 | $36.9 萬 | 0.1% | +2,167 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,856 | $37.5 萬 | 0.1% | +1,856 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 426 | $37.8 萬 | 0.1% | +426 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,938 | $38.3 萬 | 0.1% | −53−2.7% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 3,898 | $38.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 5,704 | $40.9 萬 | 0.1% | +12+0.2% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 9,285 | $41.7 萬 | 0.1% | −291−3.0% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,660 | $42.2 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,670 | $43.0 萬 | 0.1% | −9−0.2% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,325 | $43.8 萬 | 0.1% | +2,325 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,100 | $44.3 萬 | 0.1% | −67−3.1% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 13,135 | $45.7 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 6,727 | $48.3 萬 | 0.1% | +6,727 | 新進 | – |
| JNJJohnson & Johnson | Stock | 3,037 | $49.2 萬 | 0.1% | +3,037 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,102 | $58.2 萬 | 0.2% | +1,102 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 1,002 | $58.6 萬 | 0.2% | −4−0.4% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,049 | $61.3 萬 | 0.2% | +1,049 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,083 | $62.1 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,440 | $66.1 萬 | 0.2% | +2,440 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,933 | $67.3 萬 | 0.2% | +4,933 | 新進 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 9,025 | $67.8 萬 | 0.2% | +9,025 | 新進 | – |
| iShares Tr464289883 | CORE 30 70 ETF | 17,629 | $68.2 萬 | 0.2% | +17,629 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 2,828 | $68.7 萬 | 0.2% | +1,388+96.4% | 加碼 | 歷史 |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 4,213 | $71.3 萬 | 0.2% | −435−9.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 15,913 | $71.5 萬 | 0.2% | +1,115+7.5% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,710 | $73.5 萬 | 0.2% | +3,710 | 新進 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 7,401 | $79.0 萬 | 0.2% | −157−2.1% | 減碼 | – |
| RTXRTX Corp | Stock | 6,566 | $79.5 萬 | 0.2% | +6,566 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 17,411 | $79.7 萬 | 0.2% | +17,411 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 905 | $80.2 萬 | 0.2% | −24−2.6% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,479 | $85.0 萬 | 0.2% | +4,479 | 新進 | – |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 44,771 | $86.0 萬 | 0.2% | +771+1.8% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 3,566 | $93.4 萬 | 0.3% | +3,566 | 新進 | 歷史 |
| iShares Tr464288612 | INTRM GOV CR ETF | 9,126 | $97.7 萬 | 0.3% | +9,126 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 6,466 | $108.1 萬 | 0.3% | −320−4.7% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,541 | $109.3 萬 | 0.3% | −1,914−55.4% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V118 | GBL LISTED PVT | 16,197 | $110.5 萬 | 0.3% | −3,513−17.8% | 減碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 27,530 | $115.0 萬 | 0.3% | −199,273−87.9% | 減碼 | – |
| Fidelity Covington Trust316092782 | VLU FACTOR ETF | 19,035 | $115.4 萬 | 0.3% | +19,035 | 新進 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 19,854 | $118.9 萬 | 0.3% | +19,854 | 新進 | – |
| AMDAdvanced Micro Devices Inc | Stock | 8,655 | $142.0 萬 | 0.4% | +8,655 | 新進 | 歷史 |
| FISVFiserv Inc | Stock | 8,067 | $144.9 萬 | 0.4% | +8,067 | 新進 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 25,555 | $151.3 萬 | 0.4% | +25,555 | 新進 | – |
| CMCSAComcast Corp | Stock | 36,233 | $151.3 萬 | 0.4% | −699−1.9% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 2,944 | $152.4 萬 | 0.4% | −95−3.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 21,713 | $156.0 萬 | 0.4% | +21,713 | 新進 | 歷史 |
| MDBMongoDB, Inc. | CL A | 6,161 | $166.6 萬 | 0.5% | +779+14.5% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 24,644 | $178.9 萬 | 0.5% | +24,644 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 11,020 | $197.4 萬 | 0.5% | −1,436−11.5% | 減碼 | – |
| UBERUber Technologies, Inc | Stock | 26,857 | $201.9 萬 | 0.6% | +8,025+42.6% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 24,636 | $206.5 萬 | 0.6% | +24,636 | 新進 | 歷史 |
| PHMPultegroup Inc | COM | 14,643 | $210.2 萬 | 0.6% | +14,643 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 6,475 | $214.6 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| iShares Tr46434V316 | GLOBAL EQUITY | 48,739 | $218.2 萬 | 0.6% | −7,064−12.7% | 減碼 | – |
| Tidal ETF Tr886364439 | UNLIMITED HFND | 97,647 | $218.4 萬 | 0.6% | +97,647 | 新進 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,837 | $221.3 萬 | 0.6% | +3,837 | 新進 | – |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 34,902 | $221.5 萬 | 0.6% | −6,599−15.9% | 減碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 8,186 | $226.5 萬 | 0.6% | +8,186 | 新進 | – |
| NVDANVIDIA Corp | Stock | 19,404 | $235.6 萬 | 0.6% | −67−0.3% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 20,287 | $238.5 萬 | 0.7% | +20,287 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 14,059 | $239.1 萬 | 0.7% | +14,059 | 新進 | 歷史 |