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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
XYLXylem Inc.COM46$5,336<0.1%00.0%不變歷史
VanEck ETF Trust92189H680ETP174$5,339<0.1%00.0%不變–
SPDR Series Trust78468R622ST BLOO HIGH ETF57$5,441<0.1%00.0%不變–
Vanguard Consumer Staples ETF92204A207ETF25$5,461<0.1%00.0%不變–
IOTSamsara Inc.Stock125$5,461<0.1%00.0%不變歷史
CLColgate Palmolive CoStock60$5,513<0.1%00.0%不變歷史
VanEck ETF Trust92189H672ETP173$5,609<0.1%00.0%不變–
KMIKinder Morgan, Inc.Stock205$5,617<0.1%00.0%不變歷史
UTHRUnited Therapeutics CorpCOM16$5,645<0.1%00.0%不變歷史
Ea Series Trust02072L722STRI US ENER ETF208$5,672<0.1%00.0%不變–
iShares Tr464289859CORE 80 20 ETF75$5,755<0.1%00.0%不變–
Vanguard Mortgage-Backed Securities ETF92206C771ETF127$5,758<0.1%00.0%不變–
GOLDGold.com, Inc.COM211$5,796<0.1%00.0%不變歷史
DSMBNY Mellon Strategic Municipal Bond Fund, Inc.COM1,000$5,810<0.1%00.0%不變歷史
MDBMongoDB, Inc.CL A25$5,939<0.1%00.0%不變歷史
WECWec Energy Group, Inc.Stock64$6,018<0.1%00.0%不變歷史
CMGChipotle Mexican Grill IncCOM100$6,030<0.1%00.0%不變歷史
QRVOQorvo, Inc.Stock87$6,083<0.1%00.0%不變歷史
CARRCarrier Global CorpStock90$6,143<0.1%00.0%不變歷史
EXPEExpedia Group, Inc.Stock33$6,148<0.1%00.0%不變歷史
HESHess CorpStock46$6,176<0.1%00.0%不變歷史
VLTOVeralto CorpStock63$6,425<0.1%00.0%不變歷史
SYKStryker CorpStock18$6,480<0.1%00.0%不變歷史
WisdomTree Tr97717W703INTL EQUITY FD123$6,481<0.1%00.0%不變–
SOBOSouth Bow CorpCOM276$6,505<0.1%00.0%不變歷史
ORCLOracle CorpStock40$6,665<0.1%00.0%不變歷史
WSMWilliams Sonoma IncCOM36$6,666<0.1%00.0%不變歷史
Amplify Digital Payments ETF032108656ETF117$6,786<0.1%00.0%不變–
GLWCorning IncCOM145$6,890<0.1%00.0%不變歷史
CRMSalesforce, Inc.Stock21$7,020<0.1%00.0%不變歷史
NINisource Inc.COM192$7,083<0.1%00.0%不變歷史
iShares Inc46434G863ESG AWR MSCI EM214$7,145<0.1%00.0%不變–
CHDNChurchill Downs IncCOM54$7,211<0.1%00.0%不變歷史
NHINational Health Investors IncCOM105$7,313<0.1%00.0%不變歷史
RELXRELX PLCSPONSORED ADR165$7,494<0.1%00.0%不變歷史
PLNTPlanet Fitness, Inc.CL A76$7,514<0.1%00.0%不變歷史
QTWOQ2 Holdings, Inc.COM75$7,548<0.1%00.0%不變歷史
WFCWells Fargo & CompanyStock107$7,551<0.1%00.0%不變歷史
POWLPowell Industries IncStock35$7,757<0.1%00.0%不變歷史
OXYOccidental Petroleum CorpStock160$7,905<0.1%00.0%不變歷史
Global X FDS37954Y780INTERNET OF THNG227$7,932<0.1%00.0%不變–
First Tr Exchange-Traded FD33733B100WTR ETF78$7,972<0.1%00.0%不變–
WTRGEssential Utilities, Inc.COM225$8,172<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33737K205INDXX NEXTG ETF96$8,192<0.1%00.0%不變–
MRVLMarvell Technology, Inc.COM75$8,283<0.1%00.0%不變歷史
GWREGuidewire Software, Inc.COM50$8,429<0.1%00.0%不變歷史
CRSCarpenter Technology CorpCOM50$8,485<0.1%00.0%不變歷史
AGXArgan IncStock62$8,512<0.1%00.0%不變歷史
LENLennar CorpCL A62$8,558<0.1%00.0%不變歷史
NUENucor CorpCOM74$8,676<0.1%00.0%不變歷史
FASTFastenal CoStock124$8,916<0.1%00.0%不變歷史
ICEIntercontinental Exchange, Inc.Stock60$8,940<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF165$9,023<0.1%00.0%不變–
Global X FDS37954Y384CYBRSCURTY ETF282$9,052<0.1%00.0%不變–
First Tr Exchange-Traded FD33738D309SENIOR LN FD196$9,067<0.1%00.0%不變–
AGNCAGNC Investment Corp.REIT1,029$9,483<0.1%00.0%不變歷史
MFCManulife Financial CorpCOM311$9,554<0.1%00.0%不變歷史
iShares Inc464286251JP MRG EM CRP BD217$9,664<0.1%00.0%不變–
USBUS Bancorp DECOM NEW203$9,709<0.1%00.0%不變歷史
TGTXTG Therapeutics, Inc.COM325$9,782<0.1%00.0%不變歷史
NTNXNutanix, Inc.Stock160$9,788<0.1%00.0%不變歷史
CWTCalifornia Water Service GroupCOM217$9,836<0.1%00.0%不變歷史
DDOGDatadog, Inc.CL A COM70$1.00 萬<0.1%00.0%不變歷史
ARK ETF Tr00214Q203AUTNMUS TECHNLGY134$1.04 萬<0.1%00.0%不變–
First Trust Cloud Computing ETF33734X192ETF87$1.04 萬<0.1%00.0%不變–
NKENIKE, Inc.Stock137$1.04 萬<0.1%00.0%不變歷史
LHXL3HARRIS Technologies, Inc.Stock49$1.04 萬<0.1%00.0%不變歷史
SFMSprouts Farmers Market, Inc.COM85$1.08 萬<0.1%00.0%不變歷史
XHRXenia Hotels & Resorts, Inc.COM727$1.08 萬<0.1%00.0%不變歷史
WBAWalgreens Boots Alliance, Inc.COM1,168$1.09 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW232$1.10 萬<0.1%00.0%不變–
CRWDCrowdStrike Holdings, Inc.Stock33$1.13 萬<0.1%00.0%不變歷史
FSCOFS Credit Opportunities Corp.COMMON STOCK1,657$1.13 萬<0.1%00.0%不變歷史
MSMorgan StanleyStock90$1.13 萬<0.1%00.0%不變歷史
GOFGuggenheim Strategic Opportunities FundCOM SBI750$1.14 萬<0.1%00.0%不變歷史
MPLXMPLX LPCOM UNIT REP LTD240$1.15 萬<0.1%00.0%不變歷史
PSNParsons CorpCOM125$1.15 萬<0.1%00.0%不變歷史
FDSFactset Research Systems IncStock24$1.16 萬<0.1%00.0%不變歷史
OPRAOpera LtdSPONSORED ADS625$1.18 萬<0.1%00.0%不變歷史
EVREvercore Inc.CLASS A42$1.19 萬<0.1%00.0%不變歷史
DPZDominos Pizza IncCOM28$1.19 萬<0.1%00.0%不變歷史
SMCISuper Micro Computer, Inc.Stock400$1.22 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW206$1.26 萬<0.1%00.0%不變–
COKECoca-Cola Consolidated, Inc.COM10$1.26 萬<0.1%00.0%不變歷史
FIXComfort Systems USA IncCOM30$1.27 萬<0.1%00.0%不變歷史
SPOKSpok Holdings, IncCOM792$1.27 萬<0.1%00.0%不變歷史
CCitigroup IncStock181$1.28 萬<0.1%00.0%不變歷史
RBB FD Inc74933W627MOTLEY FOOL MID498$1.28 萬<0.1%00.0%不變–
PYPLPayPal Holdings, Inc.Stock153$1.31 萬<0.1%00.0%不變歷史
Global X FDS37954Y236DATA CTR DIG ETF791$1.31 萬<0.1%00.0%不變–
STMSTMicroelectronics N.V.NY REGISTRY525$1.31 萬<0.1%00.0%不變歷史
MBCMasterBrand, Inc.COMMON STOCK900$1.31 萬<0.1%00.0%不變歷史
HWMHowmet Aerospace Inc.Stock125$1.37 萬<0.1%00.0%不變歷史
Vanguard Total World Stock ETF922042742ETF117$1.38 萬<0.1%00.0%不變–
TDGTransDigm Group INCCOM11$1.39 萬<0.1%00.0%不變歷史
DLRDigital Realty Trust, Inc.COM81$1.44 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V852DORSEY WRIGHT HE363$1.45 萬<0.1%00.0%不變–
MMM3M CoStock113$1.46 萬<0.1%00.0%不變歷史
PAAPlains All American Pipeline LPUNIT LTD PARTN858$1.47 萬<0.1%00.0%不變歷史
CRUSCirrus Logic, Inc.Stock151$1.50 萬<0.1%00.0%不變歷史