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 |
|---|---|---|---|---|---|---|---|
| SLBSLB Limited | Stock | 40 | $1,533 | <0.1% | 00.0% | 不變 | 歷史 |
| ALARAlarum Technologies Ltd. | ADR | 145 | $1,538 | <0.1% | 00.0% | 不變 | 歷史 |
| RNGRingCentral, Inc. | CL A | 44 | $1,540 | <0.1% | 00.0% | 不變 | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 16 | $1,560 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 28 | $1,561 | <0.1% | 00.0% | 不變 | – |
| DJTTrump Media & Technology Group Corp. | Stock | 46 | $1,568 | <0.1% | 00.0% | 不變 | 歷史 |
| IFNAberdeen India Fund, Inc. | COM | 100 | $1,575 | <0.1% | 00.0% | 不變 | 歷史 |
| OPENOpendoor Technologies Inc. | COM | 1,000 | $1,600 | <0.1% | 00.0% | 不變 | 歷史 |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 200 | $1,626 | <0.1% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 80 | $1,692 | <0.1% | 00.0% | 不變 | 歷史 |
| MELIMercadolibre Inc | COM | 1 | $1,700 | <0.1% | 00.0% | 不變 | 歷史 |
| BCEBce Inc | COM NEW | 74 | $1,715 | <0.1% | 00.0% | 不變 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 56 | $1,728 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 141 | $1,755 | <0.1% | 00.0% | 不變 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 31 | $1,757 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 9 | $1,783 | <0.1% | 00.0% | 不變 | – |
| SOLVSolventum Corp | Stock | 28 | $1,866 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 29 | $1,871 | <0.1% | 00.0% | 不變 | – |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 67 | $1,912 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 38 | $1,914 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 18 | $1,917 | <0.1% | 00.0% | 不變 | – |
| DXCMDexcom Inc | COM | 25 | $1,944 | <0.1% | 00.0% | 不變 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 25 | $2,007 | <0.1% | 00.0% | 不變 | 歷史 |
| EVNEaton Vance Municipal Income Trust | SH BEN INT | 200 | $2,022 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 19 | $2,024 | <0.1% | 00.0% | 不變 | – |
| WYNNWynn Resorts Ltd | COM | 24 | $2,067 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 35 | $2,141 | <0.1% | 00.0% | 不變 | – |
| INGING Groep NV | SPONSORED ADR | 137 | $2,146 | <0.1% | 00.0% | 不變 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 30 | $2,228 | <0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 8 | $2,247 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 46 | $2,256 | <0.1% | 00.0% | 不變 | – |
| AVNWAviat Networks, Inc. | COM NEW | 125 | $2,263 | <0.1% | 00.0% | 不變 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 35 | $2,300 | <0.1% | 00.0% | 不變 | 歷史 |
| TDCTeradata Corp | Stock | 74 | $2,305 | <0.1% | 00.0% | 不變 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 23 | $2,307 | <0.1% | 00.0% | 不變 | – |
| AALAmerican Airlines Group Inc. | Stock | 134 | $2,335 | <0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q233 | BETA DEVE EX ETF | 48 | $2,340 | <0.1% | 00.0% | 不變 | – |
| JWNNordstrom Inc | Stock | 99 | $2,390 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 100 | $2,400 | <0.1% | 00.0% | 不變 | – |
| BIIBBiogen Inc. | COM | 16 | $2,446 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 60 | $2,477 | <0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q191 | BETA EURO ET NE | 45 | $2,493 | <0.1% | 00.0% | 不變 | – |
| PDTJohn Hancock Premium Dividend Fund | COM SH BEN INT | 200 | $2,548 | <0.1% | 00.0% | 不變 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 47 | $2,561 | <0.1% | 00.0% | 不變 | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 100 | $2,573 | <0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 38 | $2,682 | <0.1% | 00.0% | 不變 | – |
| AEPAmerican Electric Power Co Inc | Stock | 29 | $2,705 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 100 | $2,724 | <0.1% | 00.0% | 不變 | – |
| BBYBest Buy Co Inc | Stock | 32 | $2,745 | <0.1% | 00.0% | 不變 | 歷史 |
| SHELShell plc | ADR | 45 | $2,819 | <0.1% | 00.0% | 不變 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 35 | $2,832 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 57 | $2,883 | <0.1% | 00.0% | 不變 | – |
| ACHRArcher Aviation Inc. | Stock | 300 | $2,925 | <0.1% | 00.0% | 不變 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 17 | $2,927 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 41 | $2,928 | <0.1% | 00.0% | 不變 | – |
| SYMSymbotic Inc. | Stock | 125 | $2,963 | <0.1% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 42 | $3,109 | <0.1% | 00.0% | 不變 | 歷史 |
| VICIVici Properties Inc. | COM | 107 | $3,125 | <0.1% | 00.0% | 不變 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 21 | $3,141 | <0.1% | 00.0% | 不變 | 歷史 |
| FLNCFluence Energy, Inc. | COM CL A | 200 | $3,176 | <0.1% | 00.0% | 不變 | 歷史 |
| VFCV F Corp | Stock | 149 | $3,197 | <0.1% | 00.0% | 不變 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 13 | $3,213 | <0.1% | 00.0% | 不變 | 歷史 |
| KRKroger Co | Stock | 54 | $3,306 | <0.1% | 00.0% | 不變 | 歷史 |
| BHPBHP Group Ltd | ADR | 68 | $3,320 | <0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 34 | $3,371 | <0.1% | 00.0% | 不變 | 歷史 |
| PDIPIMCO Dynamic Income Fund | SHS | 184 | $3,374 | <0.1% | 00.0% | 不變 | 歷史 |
| WRAPWrap Technologies, Inc. | COM | 1,616 | $3,425 | <0.1% | 00.0% | 不變 | 歷史 |
| RABrookfield Real Assets Income Fund Inc. | SHS BEN INT | 260 | $3,463 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 49 | $3,464 | <0.1% | 00.0% | 不變 | – |
| ASMLASML Holding NV | ADR | 5 | $3,465 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 35 | $3,523 | <0.1% | 00.0% | 不變 | – |
| NADNuveen Quality Municipal Income Fund | COM | 308 | $3,591 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 42 | $3,667 | <0.1% | 00.0% | 不變 | – |
| ELVElevance Health, Inc. | Stock | 10 | $3,689 | <0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 20 | $3,750 | <0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 70 | $3,842 | <0.1% | 00.0% | 不變 | – |
| Direxion Shares ETF Trust25460E869 | DAILY 500 1X ETF | 350 | $3,853 | <0.1% | 00.0% | 不變 | – |
| CCICrown Castle Inc. | REIT | 44 | $3,993 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 45 | $4,026 | <0.1% | 00.0% | 不變 | – |
| TFCTruist Financial Corp | COM | 94 | $4,077 | <0.1% | 00.0% | 不變 | 歷史 |
| DRIDarden Restaurants Inc | COM | 22 | $4,107 | <0.1% | 00.0% | 不變 | 歷史 |
| ARCCAres Capital Corp | CEF | 188 | $4,115 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 7 | $4,130 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 45 | $4,203 | <0.1% | 00.0% | 不變 | – |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 79 | $4,281 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 82 | $4,282 | <0.1% | 00.0% | 不變 | – |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 551 | $4,330 | <0.1% | 00.0% | 不變 | 歷史 |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 83 | $4,362 | <0.1% | 00.0% | 不變 | – |
| SNASnap-on Inc | COM | 13 | $4,413 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 129 | $4,414 | <0.1% | 00.0% | 不變 | – |
| IRIngersoll Rand Inc. | COM | 53 | $4,794 | <0.1% | 00.0% | 不變 | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 141 | $4,878 | <0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 28 | $4,992 | <0.1% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 58 | $4,993 | <0.1% | 00.0% | 不變 | 歷史 |
| KHCKraft Heinz Co | Stock | 163 | $5,029 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 99 | $5,037 | <0.1% | 00.0% | 不變 | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 27 | $5,040 | <0.1% | 00.0% | 不變 | 歷史 |
| ANSSAnsys Inc | COM | 15 | $5,059 | <0.1% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 9 | $5,153 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust316092790 | QLTY FCTOR ETF | 81 | $5,299 | <0.1% | 00.0% | 不變 | – |