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Livermore
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Darwin Advisors, LLC

SEC CIK
0001663224
最新申報
2026/7/21

2024 年第 4 季持倉

持倉截至 2024/12/31，2025/9/2 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。

機構總覽
持股檔數
638
較 2024 年第 3 季 −10
總值
$2.98 億
較 2024 年第 3 季 −$6,693 萬 (−18.4%)
申報日
2025/9/2
修正SEC
Darwin Advisors, LLC 在 2024 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
SILASila Realty Trust, Inc.COMMON STOCK630$1.53 萬<0.1%00.0%不變歷史
DELLDell Technologies Inc.Stock135$1.56 萬<0.1%00.0%不變歷史
ABXAbacus Global Management, Inc.CL A2,000$1.57 萬<0.1%+2,000新進歷史
iShares Tr464287630RUS 2000 VAL ETF95$1.57 萬<0.1%−5−5.0%減碼–
MSIMotorola Solutions, Inc.Stock34$1.57 萬<0.1%00.0%不變歷史
DOVDOVER CorpCOM84$1.58 萬<0.1%+84新進歷史
SNAPSnap IncStock1,481$1.59 萬<0.1%00.0%不變歷史
NICENICE Ltd.SPONSORED ADR94$1.60 萬<0.1%00.0%不變歷史
WBDWarner Bros. Discovery, Inc.Stock1,513$1.60 萬<0.1%−316−17.3%減碼歷史
ETVEaton Vance Tax-Managed Buy-Write Opportunities FundCOM1,114$1.61 萬<0.1%00.0%不變歷史
CIENCiena CorpCOM NEW194$1.65 萬<0.1%00.0%不變歷史
HESMHess Midstream LPCL A SHS448$1.66 萬<0.1%+8+1.8%加碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF221$1.68 萬<0.1%−395−64.1%減碼–
MRSHMarsh & McLennan Companies, Inc.Stock80$1.70 萬<0.1%00.0%不變歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF138$1.72 萬<0.1%00.0%不變–
IIMInvesco Value Municipal Income TrustCOM1,473$1.75 萬<0.1%00.0%不變歷史
GEHCGE HealthCare Technologies Inc.Stock224$1.75 萬<0.1%−108−32.5%減碼歷史
CPNGCoupang, Inc.CL A800$1.76 萬<0.1%00.0%不變歷史
NSCNorfolk Southern CorpStock75$1.76 萬<0.1%−12−13.8%減碼歷史
GWWW.W. Grainger, Inc.Stock17$1.79 萬<0.1%00.0%不變歷史
BDXBecton Dickinson & CoStock79$1.81 萬<0.1%00.0%不變歷史
AMTAmerican Tower CorpREIT99$1.82 萬<0.1%+57+135.7%加碼歷史
HUMHumana IncStock71$1.82 萬<0.1%−214−75.1%減碼歷史
CRSPCRISPR Therapeutics AGNAMEN AKT463$1.82 萬<0.1%−462−49.9%減碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF172$1.84 萬<0.1%00.0%不變–
SJMJ M SMUCKER CoStock167$1.85 萬<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q399BETABUILDRS US176$1.86 萬<0.1%+176新進–
Vanguard Energy ETF92204A306ETF155$1.88 萬<0.1%00.0%不變–
iShares U.S. Regional Banks ETF464288778ETF376$1.90 萬<0.1%+6+1.6%加碼–
NVSNovartis AGADR197$1.92 萬<0.1%+28+16.6%加碼歷史
GILDGilead Sciences, Inc.Stock210$1.95 萬<0.1%+1+0.5%加碼歷史
U.S. Global Jets ETF26922A842ETF776$1.97 萬<0.1%00.0%不變–
GDGeneral Dynamics CorpStock75$1.98 萬<0.1%00.0%不變歷史
iShares Tr464287150CORE S&P TTL STK154$1.99 萬<0.1%00.0%不變–
iShares Tr464287515EXPANDED TECH200$2.00 萬<0.1%00.0%不變–
TSMTaiwan Semiconductor Manufacturing Co LtdADR102$2.01 萬<0.1%+42+70.0%加碼歷史
EMEEMCOR Group, Inc.Stock45$2.04 萬<0.1%00.0%不變歷史
GDVGabelli Dividend & Income TrustCOM848$2.05 萬<0.1%00.0%不變歷史
CBChubb LtdStock75$2.07 萬<0.1%+75新進歷史
CFRCullen/Frost Bankers, Inc.COM156$2.10 萬<0.1%+156新進歷史
RSGRepublic Services, Inc.COM106$2.13 萬<0.1%00.0%不變歷史
PWRQuanta Services, Inc.COM67$2.14 萬<0.1%−1−1.5%減碼歷史
CGBDCarlyle Secured Lending, Inc.COM1,200$2.15 萬<0.1%+1,200新進歷史
TRGPTarga Resources Corp.COM120$2.16 萬<0.1%00.0%不變歷史
LHLabcorp Holdings Inc.Stock94$2.16 萬<0.1%+65+224.1%加碼歷史
CSXCSX CorpStock672$2.17 萬<0.1%−1,022−60.3%減碼歷史
BLKBlackRock, Inc.Stock21$2.20 萬<0.1%+2+10.5%加碼歷史
GEVGE Vernova Inc.Stock68$2.24 萬<0.1%−53−43.8%減碼歷史
PLTRPalantir Technologies Inc.Stock300$2.27 萬<0.1%00.0%不變歷史
Global X FDS37954Y673US INFR DEV ETF566$2.29 萬<0.1%−1,093−65.9%減碼–
MDTMedtronic plcStock289$2.31 萬<0.1%−11−3.7%減碼歷史
MEDPMedpace Holdings, Inc.COM70$2.33 萬<0.1%+70新進歷史
AHRAmerican Healthcare REIT, Inc.COM SHS833$2.37 萬<0.1%00.0%不變歷史
RFRegions Financial CorpCOM1,021$2.40 萬<0.1%+10+1.0%加碼歷史
INTCIntel CorpStock1,229$2.46 萬<0.1%−802−39.5%減碼歷史
AMEAmetek IncCOM136$2.47 萬<0.1%00.0%不變歷史
SPDR Ser Tr78464A532S&P TRANSN ETF285$2.48 萬<0.1%−1−0.3%減碼–
CLFCleveland-Cliffs Inc.COM2,640$2.48 萬<0.1%00.0%不變歷史
Fidelity High Dividend ETF316092840ETF505$2.53 萬<0.1%+4+0.8%加碼–
Vanguard Information Technology ETF92204A702ETF41$2.55 萬<0.1%00.0%不變–
First Tr Exchange-Traded FD33735T109COMMON SHS2,282$2.57 萬<0.1%+10+0.4%加碼–
iShares Tr46429B671MSCI CHINA ETF551$2.58 萬<0.1%−2,297−80.7%減碼–
iShares Tr464287556ISHARES BIOTECH200$2.65 萬<0.1%00.0%不變–
AXONAxon Enterprise, Inc.COM45$2.67 萬<0.1%00.0%不變歷史
SPDR Series Trust78464A821ST STR SP400GRW308$2.68 萬<0.1%00.0%不變–
KMBKimberly Clark CorpStock205$2.69 萬<0.1%+1+0.5%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF384$2.70 萬<0.1%+6+1.6%加碼–
Vanguard Materials ETF92204A801ETF148$2.78 萬<0.1%00.0%不變–
WisdomTree Tr97717W851JAPN HEDGE EQT256$2.82 萬<0.1%+256新進–
FDXFedEx CorpStock101$2.84 萬<0.1%+82+431.6%加碼歷史
HRBH&R Block IncCOM539$2.85 萬<0.1%00.0%不變歷史
VanEck Semiconductor ETF92189F676ETF118$2.86 萬<0.1%00.0%不變–
MRKMerck & Co., Inc.Stock299$2.98 萬<0.1%+21+7.6%加碼歷史
ROKRockwell Automation, IncStock105$3.00 萬<0.1%−23−18.0%減碼歷史
ARK Blockchain & Fintech Innovation ETF00214Q708ETF814$3.02 萬<0.1%−133−14.0%減碼–
MUMicron Technology IncStock365$3.07 萬<0.1%−14−3.7%減碼歷史
ABTAbbott LaboratoriesStock275$3.12 萬<0.1%+159+137.1%加碼歷史
AFLAflac IncStock306$3.17 萬<0.1%+1+0.3%加碼歷史
BMYBristol Myers Squibb CoStock563$3.18 萬<0.1%+5+0.9%加碼歷史
EIXEdison InternationalStock400$3.19 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33738D101NO AMER ENERGY902$3.22 萬<0.1%+3+0.3%加碼–
iShares Tr464288752US HOME CONS ETF314$3.25 萬<0.1%00.0%不變–
EMREmerson Electric CoStock265$3.29 萬<0.1%+1+0.4%加碼歷史
ORLYO Reilly Automotive IncStock28$3.32 萬<0.1%00.0%不變歷史
PANWPalo Alto Networks IncStock190$3.46 萬<0.1%−40−17.4%減碼依 2 比 1 拆股換算歷史
KNSLKinsale Capital Group, Inc.Stock78$3.63 萬<0.1%+78新進歷史
LINLinde PLCStock88$3.70 萬<0.1%+53+151.4%加碼歷史
VanEck ETF Trust92189F429PREFERRED SECURT2,178$3.76 萬<0.1%+605+38.5%加碼–
MARMarriott International IncStock134$3.77 萬<0.1%−1−0.7%減碼歷史
SPDR Series Trust78464A763ST STR SP DIV287$3.80 萬<0.1%+2+0.7%加碼–
iShares S&P Small-Cap 600 Growth ETF464287887ETF281$3.81 萬<0.1%00.0%不變–
ENBEnbridge IncStock914$3.88 萬<0.1%00.0%不變歷史
PRUPrudential Financial IncStock332$3.94 萬<0.1%−60−15.3%減碼歷史
STLAStellantis N.V.SHS3,044$3.97 萬<0.1%−267−8.1%減碼歷史
Alps ETF Tr00162Q205EQUAL SEC ETF321$4.02 萬<0.1%+321新進–
ZTSZoetis Inc.Stock248$4.04 萬<0.1%+88+55.0%加碼歷史
DECKDeckers Outdoor CorpCOM201$4.08 萬<0.1%+141+235.0%加碼歷史
PFEPfizer IncStock1,544$4.10 萬<0.1%−1,574−50.5%減碼歷史
BABoeing CoStock233$4.13 萬<0.1%−335−59.0%減碼歷史
iShares Tr464288646ISHS 1-5YR INVS807$4.18 萬<0.1%−149−15.6%減碼–

2024 年第 3 季之後清倉（69 檔）

2024 年第 3 季季末還持有、這份申報已經沒有的部位。

Darwin Advisors, LLC 在 2024 年第 3 季之後清倉的部位
證券類別2024 年第 3 季股數2024 年第 3 季市值2024 年第 3 季佔組合 %紀錄
First Tr Exchng Traded FD VI33740F748FT VEST US EQT4,567$21.2 萬0.1%–
First Tr Exchng Traded FD VI33740F433FT VEST U.S EQT3,355$11.9 萬<0.1%–
Vanguard Consumer Discretionary ETF92204A108ETF241$8.21 萬<0.1%–
PETQPetIQ, Inc.COM CL A2,472$7.61 萬<0.1%歷史
VanEck ETF Trust92189H201INTRMDT MUNI ETF1,136$5.33 萬<0.1%–
Janus Detroit STR Tr47103U852HENDERSON MTG1,137$5.30 萬<0.1%–
iShares Core S&P Mid-Cap ETF464287507ETF562$3.50 萬<0.1%–
MPCMarathon Petroleum CorpStock200$3.26 萬<0.1%歷史
iShares Tr46434V613CORE UNIVRSL USD684$3.22 萬<0.1%–
SMMTSummit Therapeutics Inc.COM1,150$2.52 萬<0.1%歷史
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM2,822$2.46 萬<0.1%歷史
CIIBlackRock Enhanced Large Cap Core Fund, Inc.COM1,209$2.38 萬<0.1%歷史
WPMWheaton Precious Metals Corp.COM350$2.14 萬<0.1%歷史
PLSEPulse Biosciences, Inc.COM1,200$2.10 萬<0.1%歷史
Fidelity MSCI Information Technology Index ETF316092808ETF116$2.03 萬<0.1%–
VanEck ETF Trust92189F486IG FLOA RATE ETF662$1.69 萬<0.1%–
NVONovo Nordisk A SADR141$1.67 萬<0.1%歷史
CMICummins IncStock50$1.62 萬<0.1%歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF710$1.28 萬<0.1%–
DALDelta Air Lines, Inc.COM NEW250$1.27 萬<0.1%歷史
RCMR1 RCM Inc.COM869$1.23 萬<0.1%歷史
ARTNAArtesian Resources CorpCL A309$1.15 萬<0.1%歷史
CSWCCapital Southwest CorpCOM400$1.01 萬<0.1%歷史
PCARPaccar IncCOM100$9,868<0.1%歷史
iShares Inc464286509MSCI CDA ETF200$8,304<0.1%–
BlackRock ETF Trust09290C103ISHARES US EQUIT154$7,618<0.1%–
EQTEQT CorpStock200$7,328<0.1%歷史
RGLDRoyal Gold IncStock50$7,015<0.1%歷史
WFRDWeatherford International plcORD SHS80$6,794<0.1%歷史
iShares Flexible Income Active ETF092528603ETF115$6,156<0.1%–
iShares Tr464288877EAFE VALUE ETF107$6,156<0.1%–
iShares Tr464288885EAFE GRWTH ETF53$5,705<0.1%–
ADSKAutodesk, Inc.COM20$5,510<0.1%歷史
DBCInvesco DB Commodity Index Tracking FundUNIT196$4,365<0.1%歷史
PAASPan American Silver CorpStock192$4,009<0.1%歷史
AKAMAkamai Technologies IncCOM39$3,937<0.1%歷史
PSLVSprott Physical Silver TrustPHYSICAL SILVER350$3,658<0.1%歷史
NEMNEWMONT CorpStock68$3,635<0.1%歷史
ALBAlbemarle CorpStock36$3,434<0.1%歷史
NGNovagold Resources IncCOM NEW800$3,280<0.1%歷史
KGCKinross Gold CorpCOM350$3,276<0.1%歷史
iShares Tr46435G219INVT GRAD SY ETF67$3,113<0.1%–
NEANuveen AMT-Free Quality Municipal Income FundCOM250$2,993<0.1%歷史
iShares Tr464287721U.S. TECH ETF19$2,881<0.1%–
MROMarathon Oil CorpCOM100$2,663<0.1%歷史
TGBTrekor Metals LtdCOM1,000$2,520<0.1%歷史
HPEHewlett Packard Enterprise CoCOM123$2,510<0.1%歷史
iShares U.S. Treasury Bond ETF46429B267ETF106$2,486<0.1%–
RKLBRocket Lab CorpCOM200$1,946<0.1%歷史
NTRNutrien Ltd.COM40$1,922<0.1%歷史
ADAMAdamas Trust, Inc.COM223$1,411<0.1%歷史
AEMAgnico Eagle Mines LtdStock17$1,371<0.1%歷史
QSQuantumScape CorpCOM CL A200$1,150<0.1%歷史
Barrick Gold Corp067901108COM57$1,130<0.1%–
CHRDChord Energy CorpCOM NEW8$989<0.1%歷史
CHTRCharter Communications, Inc.CL A3$972<0.1%歷史
LCIDLucid Group, Inc.COM226$798<0.1%歷史
WisdomTree Tr97717W315EMER MKT HIGH FD15$660<0.1%–
PSXPhillips 66Stock5$657<0.1%歷史
EGOEldorado Gold CorpCOM30$521<0.1%歷史
EPDEnterprise Products Partners L.P.Stock16$466<0.1%歷史
iShares Inc464286608MSCI EURZONE ETF8$418<0.1%–
ARRArmour Residential REIT, Inc.COM SHS20$415<0.1%歷史
FUBOFuboTV Inc.COM100$142<0.1%歷史
UNGUnited States Natural Gas Fund, LPETF6$102<0.1%歷史
TGTredegar CorpCOM9$66<0.1%歷史
TMQTrilogy Metals Inc.COM133$64<0.1%歷史
USASAmericas Gold & Silver CorpCOM150$46<0.1%歷史
ADTXAditxt, Inc.COM1$00.0%歷史