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 |
|---|---|---|---|---|---|---|---|
| SILASila Realty Trust, Inc. | COMMON STOCK | 630 | $1.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 135 | $1.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABXAbacus Global Management, Inc. | CL A | 2,000 | $1.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 95 | $1.57 萬 | <0.1% | 00.0% | 不變 | – |
| MSIMotorola Solutions, Inc. | Stock | 34 | $1.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DOVDOVER Corp | COM | 84 | $1.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNAPSnap Inc | Stock | 1,481 | $1.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 94 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 1,513 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund | COM | 1,114 | $1.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CIENCiena Corp | COM NEW | 194 | $1.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HESMHess Midstream LP | CL A SHS | 448 | $1.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 221 | $1.68 萬 | <0.1% | 00.0% | 不變 | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 80 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 138 | $1.72 萬 | <0.1% | 00.0% | 不變 | – |
| IIMInvesco Value Municipal Income Trust | COM | 1,473 | $1.75 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 224 | $1.75 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CPNGCoupang, Inc. | CL A | 800 | $1.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 75 | $1.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 17 | $1.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 79 | $1.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 99 | $1.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HUMHumana Inc | Stock | 71 | $1.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 463 | $1.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 172 | $1.84 萬 | <0.1% | 00.0% | 不變 | – |
| SJMJ M SMUCKER Co | Stock | 167 | $1.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 176 | $1.86 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Energy ETF92204A306 | ETF | 155 | $1.88 萬 | <0.1% | 00.0% | 不變 | – |
| iShares U.S. Regional Banks ETF464288778 | ETF | 376 | $1.90 萬 | <0.1% | 00.0% | 不變 | – |
| NVSNovartis AG | ADR | 197 | $1.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 210 | $1.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| U.S. Global Jets ETF26922A842 | ETF | 776 | $1.97 萬 | <0.1% | 00.0% | 不變 | – |
| GDGeneral Dynamics Corp | Stock | 75 | $1.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 154 | $1.99 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287515 | EXPANDED TECH | 200 | $2.00 萬 | <0.1% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 102 | $2.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 45 | $2.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GDVGabelli Dividend & Income Trust | COM | 848 | $2.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 75 | $2.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 156 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RSGRepublic Services, Inc. | COM | 106 | $2.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PWRQuanta Services, Inc. | COM | 67 | $2.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CGBDCarlyle Secured Lending, Inc. | COM | 1,200 | $2.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRGPTarga Resources Corp. | COM | 120 | $2.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 94 | $2.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 672 | $2.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 21 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 68 | $2.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 300 | $2.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 566 | $2.29 萬 | <0.1% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 289 | $2.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 70 | $2.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 833 | $2.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RFRegions Financial Corp | COM | 1,021 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 1,229 | $2.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMEAmetek Inc | COM | 136 | $2.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Ser Tr78464A532 | S&P TRANSN ETF | 285 | $2.48 萬 | <0.1% | 00.0% | 不變 | – |
| CLFCleveland-Cliffs Inc. | COM | 2,640 | $2.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 505 | $2.53 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 41 | $2.55 萬 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 2,282 | $2.57 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46429B671 | MSCI CHINA ETF | 551 | $2.58 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 200 | $2.65 萬 | <0.1% | 00.0% | 不變 | – |
| AXONAxon Enterprise, Inc. | COM | 45 | $2.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 308 | $2.68 萬 | <0.1% | 00.0% | 不變 | – |
| KMBKimberly Clark Corp | Stock | 205 | $2.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 384 | $2.70 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Materials ETF92204A801 | ETF | 148 | $2.78 萬 | <0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 256 | $2.82 萬 | <0.1% | 00.0% | 不變 | – |
| FDXFedEx Corp | Stock | 101 | $2.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HRBH&R Block Inc | COM | 539 | $2.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 118 | $2.86 萬 | <0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 299 | $2.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 105 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 814 | $3.02 萬 | <0.1% | 00.0% | 不變 | – |
| MUMicron Technology Inc | Stock | 365 | $3.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 275 | $3.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 306 | $3.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 563 | $3.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EIXEdison International | Stock | 400 | $3.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 902 | $3.22 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288752 | US HOME CONS ETF | 314 | $3.25 萬 | <0.1% | 00.0% | 不變 | – |
| EMREmerson Electric Co | Stock | 265 | $3.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 28 | $3.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 190 | $3.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 78 | $3.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 88 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 2,178 | $3.76 萬 | <0.1% | 00.0% | 不變 | – |
| MARMarriott International Inc | Stock | 134 | $3.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 287 | $3.80 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 281 | $3.81 萬 | <0.1% | 00.0% | 不變 | – |
| ENBEnbridge Inc | Stock | 914 | $3.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 332 | $3.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STLAStellantis N.V. | SHS | 3,044 | $3.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Alps ETF Tr00162Q205 | EQUAL SEC ETF | 321 | $4.02 萬 | <0.1% | 00.0% | 不變 | – |
| ZTSZoetis Inc. | Stock | 248 | $4.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DECKDeckers Outdoor Corp | COM | 201 | $4.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 1,544 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 233 | $4.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 807 | $4.18 萬 | <0.1% | 00.0% | 不變 | – |