跳到主要內容

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。

機構總覽
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%)
申報日
2025/8/18
SEC
Darwin Advisors, LLC 在 2025 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Two RDS Shared Tr90214Q766ANFIELD UNVL ETF1,339,828$1,226 萬4.1%00.0%不變–
iShares MSCI Eafe ETF464287465ETF152,233$1,151 萬3.9%00.0%不變–
Vanguard World FD921910816MEGA GRWTH IND33,362$1,146 萬3.9%00.0%不變–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF379,516$935.5 萬3.1%00.0%不變–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT188,450$917.2 萬3.1%00.0%不變–
VanEck ETF Trust92189H748CLO ETF166,431$878.3 萬3.0%00.0%不變–
State Street Technology Select Sector SPDR ETF81369Y803ETF36,978$859.8 萬2.9%00.0%不變–
Invesco QQQ Trust Series I46090E103ETF16,432$840.1 萬2.8%00.0%不變–
iShares Inc46434G764MSCI EMRG CHN134,850$747.7 萬2.5%00.0%不變–
PIMCO Active Bond Exchange-Traded Fund72201R775ETF76,319$690.1 萬2.3%00.0%不變–
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL49,534$619.0 萬2.1%00.0%不變–
VanEck ETF Trust92189H656AA BB CLO ETF116,582$590.1 萬2.0%00.0%不變–
iShares Tr4642886613 7 YR TREAS BD48,429$559.6 萬1.9%00.0%不變–
New York Life Investments Et45409B107HEDGE MULTI STRA171,146$537.6 萬1.8%00.0%不變–
AAPLApple Inc.Stock20,840$521.9 萬1.8%00.0%不變歷史
AMZNAmazon Com IncStock23,274$510.6 萬1.7%00.0%不變歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD201,314$481.7 萬1.6%00.0%不變–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF53,289$468.4 萬1.6%00.0%不變–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF46,826$453.3 萬1.5%00.0%不變–
VanEck ETF Trust92189F437FALLEN ANGEL HG144,194$413.4 萬1.4%00.0%不變–
State Street Financial Select Sector SPDR ETF81369Y605ETF83,692$404.5 萬1.4%00.0%不變–
MSFTMicrosoft CorpStock9,360$394.5 萬1.3%00.0%不變歷史
iShares Russell 1000 Growth ETF464287614ETF9,651$387.6 萬1.3%00.0%不變–
Invesco Exch Traded FD Tr II46138E719BLOO EN ANGE ETF213,858$386.7 萬1.3%00.0%不變–
iShares Russell Top 200 Growth ETF464289438ETF15,582$366.6 萬1.2%00.0%不變–
ETF Ser Solutions26922A321DISTILLATE US65,680$360.7 萬1.2%00.0%不變–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD81,131$348.6 萬1.2%00.0%不變–
GOOGLAlphabet Inc.Stock17,818$337.3 萬1.1%00.0%不變歷史
VanEck Morningstar Wide Moat ETF92189F643ETF34,906$323.7 萬1.1%00.0%不變–
First Tr Exchange Traded FD33741X102SMID RISNG ETF85,464$306.4 萬1.0%00.0%不變–
State Street Health Care Select Sector SPDR ETF81369Y209ETF21,873$300.9 萬1.0%00.0%不變–
AVGOBroadcom Inc.Stock12,662$293.6 萬1.0%00.0%不變歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL66,151$273.4 萬0.9%00.0%不變–
NVDANVIDIA CorpStock19,135$257.0 萬0.9%00.0%不變歷史
ADIAnalog Devices IncStock11,914$253.1 萬0.9%00.0%不變歷史
WDAYWorkday, Inc.CL A9,254$238.8 萬0.8%00.0%不變歷史
Invesco Actively Managed Exc46090A705S&P500 DOWNSID62,364$232.3 萬0.8%00.0%不變–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF10,226$229.4 萬0.8%00.0%不變–
VVisa Inc.Stock7,177$226.8 萬0.8%00.0%不變歷史
TMUST-Mobile US, Inc.Stock9,974$220.2 萬0.7%00.0%不變歷史
INTUIntuit Inc.Stock3,421$215.1 萬0.7%00.0%不變歷史
ETNEaton Corp plcStock6,474$214.9 萬0.7%00.0%不變歷史
PGProcter & Gamble CoStock12,758$213.9 萬0.7%00.0%不變歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF15,136$199.4 萬0.7%00.0%不變–
LRCXLam Research CorpStock26,642$192.4 萬0.6%00.0%不變歷史
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY29,126$191.7 萬0.6%00.0%不變–
HDHome Depot, Inc.Stock4,849$188.6 萬0.6%00.0%不變歷史
TJXTJX Companies IncStock15,492$187.2 萬0.6%00.0%不變歷史
Tidal ETF Tr886364439UNLIMITED HFND84,247$183.2 萬0.6%00.0%不變–
WMTWalmart Inc.Stock20,019$180.9 萬0.6%00.0%不變歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF20,080$176.3 萬0.6%00.0%不變–
QCOMQualcomm IncStock11,449$175.9 萬0.6%00.0%不變歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF18,804$161.1 萬0.5%00.0%不變–
iShares Tr46434V316GLOBAL EQUITY36,364$157.7 萬0.5%00.0%不變–
BSXBoston Scientific CorpStock17,637$157.5 萬0.5%00.0%不變歷史
First Trust Rising Dividend Achievers ETF33738R506ETF25,829$152.8 萬0.5%00.0%不變–
iShares S&P 100 ETF464287101ETF5,211$150.5 萬0.5%00.0%不變–
iShares Tr464288760US AER DEF ETF10,065$146.3 萬0.5%00.0%不變–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT8,325$145.9 萬0.5%00.0%不變–
UBERUber Technologies, IncStock22,312$134.6 萬0.5%00.0%不變歷史
ONOn Semiconductor CorpStock21,203$133.7 萬0.4%00.0%不變歷史
PHMPultegroup IncCOM11,496$125.2 萬0.4%00.0%不變歷史
DYNDyne Therapeutics, Inc.COM52,090$122.7 萬0.4%00.0%不變歷史
VRTVertiv Holdings CoCOM CL A10,348$117.6 萬0.4%00.0%不變歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF14,918$117.3 萬0.4%00.0%不變–
ADBEAdobe Inc.Stock2,622$116.6 萬0.4%00.0%不變歷史
KOCoca Cola CoStock18,228$113.5 萬0.4%00.0%不變歷史
CMCSAComcast CorpStock29,726$111.6 萬0.4%00.0%不變歷史
KKRKKR & Co. Inc.COM7,383$109.2 萬0.4%00.0%不變歷史
Fidelity Covington Trust316092782VLU FACTOR ETF17,579$108.2 萬0.4%00.0%不變–
SPDR Series Trust78464A755ST STR SP METAL19,049$108.1 萬0.4%00.0%不變–
AMDAdvanced Micro Devices IncStock8,621$104.1 萬0.3%00.0%不變歷史
FISVFiserv IncStock4,721$97.0 萬0.3%00.0%不變歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW15,877$94.9 萬0.3%00.0%不變–
ITWIllinois Tool Works IncStock3,634$92.2 萬0.3%00.0%不變歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF21,811$91.0 萬0.3%00.0%不變–
iShares Tr464288612INTRM GOV CR ETF8,627$89.9 萬0.3%00.0%不變–
Invesco Exchange Traded FD T46137V118GBL LISTED PVT13,112$87.6 萬0.3%00.0%不變–
NFLXNetflix IncStock935$83.3 萬0.3%00.0%不變歷史
GOOGAlphabet Inc.Stock4,307$82.0 萬0.3%00.0%不變歷史
First Tr Exchng Traded FD VI33740F862FT VEST US EQT16,347$76.1 萬0.3%00.0%不變–
RTXRTX CorpStock6,565$76.0 萬0.3%00.0%不變歷史
First Tr Exchange-Traded FD33738D804LTD DUR INVT ETF39,681$74.9 萬0.3%00.0%不變–
iShares Russell 1000 Value ETF464287598ETF3,929$72.8 萬0.2%00.0%不變–
First Tr Exchng Traded FD VI33740U307FT VEST US EQT14,798$67.6 萬0.2%00.0%不變–
SPYSPDR S&P 500 ETF TrustETF1,136$66.6 萬0.2%00.0%不變歷史
Invesco Exchange Traded FD T46137V811DORSEY WRGT TECH9,000$65.3 萬0.2%00.0%不變–
UPSUnited Parcel Service IncStock4,908$61.9 萬0.2%00.0%不變歷史
Vanguard BD Index FDS921937793LONG TERM BOND8,644$59.2 萬0.2%00.0%不變–
Vanguard Dividend Appreciation ETF921908844ETF2,863$56.1 萬0.2%00.0%不變–
HONHoneywell International IncCOM2,448$55.3 萬0.2%00.0%不變歷史
LOWLowes Companies IncStock2,051$50.6 萬0.2%00.0%不變歷史
UNHUnitedHealth Group IncStock959$48.5 萬0.2%00.0%不變歷史
COSTCostco Wholesale CorpStock516$47.4 萬0.2%00.0%不變歷史
SPDR Series Trust78468R804ST STR R1K LOWV2,805$46.4 萬0.2%00.0%不變–
First Tr Exchng Traded FD VI33740U653FT VEST US EQT13,135$46.3 萬0.2%00.0%不變–
Schwab Fundamental U.S. Large Company ETF808524771ETF18,288$43.3 萬0.1%00.0%不變–
ProShares Tr74348A467S&P 500 DV ARIST4,345$43.3 萬0.1%00.0%不變–
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF4,000$40.7 萬0.1%00.0%不變–
VZVerizon Communications IncStock9,436$37.7 萬0.1%00.0%不變歷史