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 |
|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 3,670 | $43.0 萬 | 0.1% | −9−0.2% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,660 | $42.2 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 9,285 | $41.7 萬 | 0.1% | −291−3.0% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 5,704 | $40.9 萬 | 0.1% | +12+0.2% | 加碼 | – |
| VRTVertiv Holdings Co | COM CL A | 3,898 | $38.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,938 | $38.3 萬 | 0.1% | −53−2.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 426 | $37.8 萬 | 0.1% | +426 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,856 | $37.5 萬 | 0.1% | +1,856 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,167 | $36.9 萬 | 0.1% | +2,167 | 新進 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 3,400 | $35.2 萬 | 0.1% | +3,400 | 新進 | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 16,938 | $34.5 萬 | 0.1% | +16,938 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 380 | $34.0 萬 | 0.1% | −2,994−88.7% | 減碼 | 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 | – |
| RJFRaymond James Financial Inc | COM | 2,547 | $31.2 萬 | 0.1% | +2,547 | 新進 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,705 | $30.2 萬 | 0.1% | −76−4.3% | 減碼 | 歷史 |
| Fidelity Covington Trust316092816 | MOMENTUM FACTR | 4,390 | $29.0 萬 | 0.1% | +4,390 | 新進 | – |
| TAT&T Inc. | Stock | 12,848 | $28.3 萬 | 0.1% | −60.0% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 570 | $28.1 萬 | 0.1% | −26−4.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 604 | $27.8 萬 | 0.1% | +604 | 新進 | 歷史 |
| ALLAllstate Corp | Stock | 1,449 | $27.5 萬 | 0.1% | +1,449 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 770 | $27.2 萬 | 0.1% | +6+0.8% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 526 | $27.2 萬 | 0.1% | −30−5.4% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 436 | $27.0 萬 | 0.1% | +436 | 新進 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 2,444 | $26.6 萬 | 0.1% | −159−6.1% | 減碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 1,691 | $26.1 萬 | 0.1% | +1,691 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 5,262 | $23.9 萬 | 0.1% | −245−4.4% | 減碼 | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 2,285 | $23.9 萬 | 0.1% | +173+8.2% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,146 | $23.2 萬 | 0.1% | −142−11.0% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 470 | $23.1 萬 | 0.1% | −32−6.4% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,274 | $23.0 萬 | 0.1% | +2,274 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 389 | $22.3 萬 | 0.1% | +389 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 8,999 | $22.2 萬 | 0.1% | +8,999 | 新進 | – |
| AMGNAmgen Inc | Stock | 679 | $21.9 萬 | 0.1% | +679 | 新進 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,029 | $21.8 萬 | 0.1% | +1,029 | 新進 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,688 | $21.6 萬 | 0.1% | +1,688 | 新進 | – |
| EGEverest Group, Ltd. | COM | 549 | $21.5 萬 | 0.1% | −24−4.2% | 減碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 8,493 | $21.3 萬 | 0.1% | +8,493 | 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 | – |
| MCDMcDonalds Corp | Stock | 695 | $21.2 萬 | 0.1% | +695 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740U109 | TCW SECURITIZED | 9,699 | $21.1 萬 | 0.1% | −8,320−46.2% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 7,840 | $20.5 萬 | 0.1% | −394−4.8% | 減碼 | – |
| JBLJabil Inc | Stock | 1,634 | $19.6 萬 | 0.1% | +1,634 | 新進 | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 4,297 | $19.4 萬 | 0.1% | +4,297 | 新進 | – |
| TSLATesla, Inc. | Stock | 739 | $19.3 萬 | 0.1% | −462−38.5% | 減碼 | 歷史 |
| Fidelity Covington Trust316092824 | LOW VOLITY ETF | 3,138 | $19.3 萬 | 0.1% | +3,138 | 新進 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 956 | $18.9 萬 | 0.1% | +956 | 新進 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,510 | $18.9 萬 | 0.1% | +2,510 | 新進 | – |
| SBUXStarbucks Corp | Stock | 1,900 | $18.5 萬 | 0.1% | +1,900 | 新進 | 歷史 |
| WUWestern Union CO | Stock | 15,520 | $18.5 萬 | 0.1% | +15,520 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,424 | $18.2 萬 | <0.1% | +3,424 | 新進 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,901 | $18.2 萬 | <0.1% | +1,901 | 新進 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 1,216 | $17.8 萬 | <0.1% | +1,216 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 450 | $17.6 萬 | <0.1% | +450 | 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 | – |
| DISWalt Disney Co | Stock | 1,825 | $17.6 萬 | <0.1% | +1,825 | 新進 | 歷史 |
| GISGeneral Mills Inc | Stock | 2,372 | $17.5 萬 | <0.1% | +2,372 | 新進 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 304 | $17.3 萬 | <0.1% | +304 | 新進 | 歷史 |
| PGRProgressive Corp | Stock | 643 | $16.3 萬 | <0.1% | +643 | 新進 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 3,835 | $16.1 萬 | <0.1% | +3,835 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 1,741 | $15.8 萬 | <0.1% | +1,741 | 新進 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 2,325 | $15.7 萬 | <0.1% | +2,325 | 新進 | – |
| TGTTarget Corp | Stock | 980 | $15.3 萬 | <0.1% | +980 | 新進 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 782 | $15.0 萬 | <0.1% | +782 | 新進 | – |
| iShares Tr46429B671 | MSCI CHINA ETF | 2,848 | $14.5 萬 | <0.1% | −52,228−94.8% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 1,730 | $13.9 萬 | <0.1% | +1,730 | 新進 | – |
| iShares Tr464287622 | RUS 1000 ETF | 413 | $13.0 萬 | <0.1% | +413 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,094 | $12.8 萬 | <0.1% | +1,094 | 新進 | – |
| STLDSteel Dynamics Inc | COM | 1,002 | $12.6 萬 | <0.1% | +1,002 | 新進 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 6,652 | $12.3 萬 | <0.1% | +6,652 | 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 | – |
| MOAltria Group, Inc. | Stock | 2,281 | $11.6 萬 | <0.1% | +2,281 | 新進 | 歷史 |
| KKRKKR & Co. Inc. | COM | 872 | $11.4 萬 | <0.1% | +872 | 新進 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 514 | $11.4 萬 | <0.1% | +514 | 新進 | – |
| iShares Russell Midcap ETF464287499 | ETF | 1,260 | $11.1 萬 | <0.1% | +1,260 | 新進 | – |
| First Tr Exchange Traded FD33738R738 | FIRST TRUST S&P | 3,215 | $11.1 萬 | <0.1% | +3,215 | 新進 | – |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 2,731 | $11.0 萬 | <0.1% | +2,731 | 新進 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 1,324 | $11.0 萬 | <0.1% | +1,324 | 新進 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 283 | $10.9 萬 | <0.1% | +283 | 新進 | – |
| HPHelmerich & Payne, Inc. | COM | 3,479 | $10.6 萬 | <0.1% | +3,479 | 新進 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 1,670 | $10.5 萬 | <0.1% | +1,670 | 新進 | – |
| WSTWest Pharmaceutical Services Inc | COM | 348 | $10.4 萬 | <0.1% | +348 | 新進 | 歷史 |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 2,321 | $10.4 萬 | <0.1% | +2,321 | 新進 | – |
| DSUBlackRock Debt Strategies Fund, Inc. | COM NEW | 9,342 | $10.3 萬 | <0.1% | +9,342 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 466 | $10.3 萬 | <0.1% | +466 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 1,187 | $10.0 萬 | <0.1% | +1,187 | 新進 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 854 | $10.0 萬 | <0.1% | +854 | 新進 | – |
| MCOMoodys Corp | Stock | 210 | $9.99 萬 | <0.1% | +210 | 新進 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,196 | $9.95 萬 | <0.1% | +1,196 | 新進 | – |
| UNPUnion Pacific Corp | Stock | 403 | $9.93 萬 | <0.1% | +403 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 2,462 | $9.77 萬 | <0.1% | +2,462 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 450 | $9.34 萬 | <0.1% | +450 | 新進 | 歷史 |
| SOSouthern Co | Stock | 1,006 | $9.07 萬 | <0.1% | +1,006 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 3,118 | $9.02 萬 | <0.1% | +3,118 | 新進 | 歷史 |
| HUMHumana Inc | Stock | 285 | $9.02 萬 | <0.1% | +285 | 新進 | 歷史 |
| Fidelity Covington Trust316092832 | DIVID ETF RISI | 1,707 | $8.79 萬 | <0.1% | +1,707 | 新進 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 206 | $8.72 萬 | <0.1% | +206 | 新進 | 歷史 |
| BABoeing Co | Stock | 568 | $8.63 萬 | <0.1% | +568 | 新進 | 歷史 |
| PAYXPaychex Inc | Stock | 634 | $8.51 萬 | <0.1% | +634 | 新進 | 歷史 |
| iShares Tr46434V787 | YLD OPTIM BD | 3,693 | $8.46 萬 | <0.1% | +3,693 | 新進 | – |
| ADPAutomatic Data Processing Inc | Stock | 305 | $8.44 萬 | <0.1% | +305 | 新進 | 歷史 |