Darwin Advisors, LLC
- SEC CIK
- 0001663224
- 最新申報
- 2026/7/21
2025 年第 1 季持倉
持倉截至 2025/3/31,2025/8/18 申報。只含多頭部位,變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 638
- 較 2024 年第 4 季 0
- 總值
- $2.98 億
- 較 2024 年第 4 季 $0 (0.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Two RDS Shared Tr90214Q766 | ANFIELD UNVL ETF | 1,339,828 | $1,226 萬 | 4.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 152,233 | $1,151 萬 | 3.9% | 00.0% | 不變 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 33,362 | $1,146 萬 | 3.9% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 379,516 | $935.5 萬 | 3.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 188,450 | $917.2 萬 | 3.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189H748 | CLO ETF | 166,431 | $878.3 萬 | 3.0% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 36,978 | $859.8 萬 | 2.9% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 16,432 | $840.1 萬 | 2.8% | 00.0% | 不變 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 134,850 | $747.7 萬 | 2.5% | 00.0% | 不變 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 76,319 | $690.1 萬 | 2.3% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 49,534 | $619.0 萬 | 2.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189H656 | AA BB CLO ETF | 116,582 | $590.1 萬 | 2.0% | 00.0% | 不變 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 48,429 | $559.6 萬 | 1.9% | 00.0% | 不變 | – |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 171,146 | $537.6 萬 | 1.8% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 20,840 | $521.9 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 23,274 | $510.6 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 201,314 | $481.7 萬 | 1.6% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 53,289 | $468.4 萬 | 1.6% | 00.0% | 不變 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 46,826 | $453.3 萬 | 1.5% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 144,194 | $413.4 萬 | 1.4% | 00.0% | 不變 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 83,692 | $404.5 萬 | 1.4% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 9,360 | $394.5 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 9,651 | $387.6 萬 | 1.3% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 213,858 | $386.7 萬 | 1.3% | 00.0% | 不變 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 15,582 | $366.6 萬 | 1.2% | 00.0% | 不變 | – |
| ETF Ser Solutions26922A321 | DISTILLATE US | 65,680 | $360.7 萬 | 1.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 81,131 | $348.6 萬 | 1.2% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 17,818 | $337.3 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 34,906 | $323.7 萬 | 1.1% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 85,464 | $306.4 萬 | 1.0% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 21,873 | $300.9 萬 | 1.0% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 12,662 | $293.6 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 66,151 | $273.4 萬 | 0.9% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 19,135 | $257.0 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 11,914 | $253.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| WDAYWorkday, Inc. | CL A | 9,254 | $238.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Invesco Actively Managed Exc46090A705 | S&P500 DOWNSID | 62,364 | $232.3 萬 | 0.8% | 00.0% | 不變 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 10,226 | $229.4 萬 | 0.8% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 7,177 | $226.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 9,974 | $220.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 3,421 | $215.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 6,474 | $214.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,758 | $213.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 15,136 | $199.4 萬 | 0.7% | 00.0% | 不變 | – |
| LRCXLam Research Corp | Stock | 26,642 | $192.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 29,126 | $191.7 萬 | 0.6% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 4,849 | $188.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 15,492 | $187.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Tidal ETF Tr886364439 | UNLIMITED HFND | 84,247 | $183.2 萬 | 0.6% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 20,019 | $180.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 20,080 | $176.3 萬 | 0.6% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 11,449 | $175.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 18,804 | $161.1 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Tr46434V316 | GLOBAL EQUITY | 36,364 | $157.7 萬 | 0.5% | 00.0% | 不變 | – |
| BSXBoston Scientific Corp | Stock | 17,637 | $157.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 25,829 | $152.8 萬 | 0.5% | 00.0% | 不變 | – |
| iShares S&P 100 ETF464287101 | ETF | 5,211 | $150.5 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Tr464288760 | US AER DEF ETF | 10,065 | $146.3 萬 | 0.5% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 8,325 | $145.9 萬 | 0.5% | 00.0% | 不變 | – |
| UBERUber Technologies, Inc | Stock | 22,312 | $134.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ONOn Semiconductor Corp | Stock | 21,203 | $133.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PHMPultegroup Inc | COM | 11,496 | $125.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 52,090 | $122.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 10,348 | $117.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 14,918 | $117.3 萬 | 0.4% | 00.0% | 不變 | – |
| ADBEAdobe Inc. | Stock | 2,622 | $116.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 18,228 | $113.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 29,726 | $111.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KKRKKR & Co. Inc. | COM | 7,383 | $109.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust316092782 | VLU FACTOR ETF | 17,579 | $108.2 萬 | 0.4% | 00.0% | 不變 | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 19,049 | $108.1 萬 | 0.4% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 8,621 | $104.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| FISVFiserv Inc | Stock | 4,721 | $97.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 15,877 | $94.9 萬 | 0.3% | 00.0% | 不變 | – |
| ITWIllinois Tool Works Inc | Stock | 3,634 | $92.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 21,811 | $91.0 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288612 | INTRM GOV CR ETF | 8,627 | $89.9 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V118 | GBL LISTED PVT | 13,112 | $87.6 萬 | 0.3% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 935 | $83.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,307 | $82.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 16,347 | $76.1 萬 | 0.3% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 6,565 | $76.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 39,681 | $74.9 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,929 | $72.8 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 14,798 | $67.6 萬 | 0.2% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,136 | $66.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V811 | DORSEY WRGT TECH | 9,000 | $65.3 萬 | 0.2% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 4,908 | $61.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 8,644 | $59.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,863 | $56.1 萬 | 0.2% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 2,448 | $55.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,051 | $50.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 959 | $48.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 516 | $47.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 2,805 | $46.4 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 13,135 | $46.3 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 18,288 | $43.3 萬 | 0.1% | 00.0% | 不變 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 4,345 | $43.3 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V746 | LARG CAP GRO ETF | 4,000 | $40.7 萬 | 0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 9,436 | $37.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |