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 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288687 | PFD AND INCM SEC | 1,335 | $4.20 萬 | <0.1% | 00.0% | 不變 | – |
| MOAltria Group, Inc. | Stock | 811 | $4.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IONQIonQ, Inc. | COM | 1,027 | $4.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 721 | $4.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 335 | $4.33 萬 | <0.1% | 00.0% | 不變 | – |
| SYYSysco Corp | Stock | 574 | $4.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 737 | $4.52 萬 | <0.1% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 199 | $4.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 107 | $4.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 569 | $4.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CLXClorox Co | Stock | 291 | $4.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 39 | $4.75 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 829 | $4.76 萬 | <0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 1,114 | $4.78 萬 | <0.1% | 00.0% | 不變 | – |
| AZOAutoZone Inc | COM | 15 | $4.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 275 | $4.91 萬 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 1,003 | $5.04 萬 | <0.1% | 00.0% | 不變 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 1,167 | $5.24 萬 | <0.1% | 00.0% | 不變 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 421 | $5.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R688 | S&P INTL DIVID | 3,290 | $5.36 萬 | <0.1% | 00.0% | 不變 | – |
| EDConsolidated Edison Inc | Stock | 600 | $5.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 448 | $5.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 132 | $5.42 萬 | <0.1% | 00.0% | 不變 | – |
| MSTRStrategy Inc | Stock | 190 | $5.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V787 | YLD OPTIM BD | 2,585 | $5.73 萬 | <0.1% | 00.0% | 不變 | – |
| SLViShares Silver Trust | ETF | 2,189 | $5.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 683 | $5.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 748 | $5.87 萬 | <0.1% | 00.0% | 不變 | – |
| DEDeere & Co | Stock | 142 | $6.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 1,139 | $6.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 315 | $6.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 420 | $6.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 901 | $6.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 350 | $6.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 273 | $6.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRPTC Energy Corp | COM | 1,381 | $6.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 2,514 | $6.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 3,906 | $7.12 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 446 | $7.40 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 840 | $7.49 萬 | <0.1% | 00.0% | 不變 | – |
| MCOMoodys Corp | Stock | 159 | $7.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 925 | $7.58 萬 | <0.1% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 567 | $7.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 1,039 | $7.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 769 | $7.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 270 | $7.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 1,661 | $7.94 萬 | <0.1% | 00.0% | 不變 | – |
| PAYXPaychex Inc | Stock | 567 | $7.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 1,173 | $8.44 萬 | <0.1% | 00.0% | 不變 | – |
| PGRProgressive Corp | Stock | 352 | $8.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 206 | $8.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 3,529 | $8.82 萬 | <0.1% | 00.0% | 不變 | – |
| Fidelity Covington Trust316092832 | DIVID ETF RISI | 1,720 | $8.84 萬 | <0.1% | 00.0% | 不變 | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 1,183 | $9.00 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,329 | $9.16 萬 | <0.1% | 00.0% | 不變 | – |
| FTNTFortinet, Inc. | Stock | 1,020 | $9.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Janus Detroit STR Tr47103U753 | B-BBB CLO ETF | 1,969 | $9.68 萬 | <0.1% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 1,064 | $9.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 788 | $9.99 萬 | <0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 466 | $10.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 1,430 | $10.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 1,611 | $10.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 289 | $10.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DSUBlackRock Debt Strategies Fund, Inc. | COM NEW | 9,776 | $10.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STLDSteel Dynamics Inc | COM | 931 | $10.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 531 | $10.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 1,329 | $10.8 萬 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33738R738 | FIRST TRUST S&P | 3,380 | $10.9 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 494 | $10.9 萬 | <0.1% | 00.0% | 不變 | – |
| WSTWest Pharmaceutical Services Inc | COM | 341 | $11.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 1,269 | $11.2 萬 | <0.1% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 2,560 | $11.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 253 | $11.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APOApollo Global Management, Inc. | COM | 695 | $11.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTASCintas Corp | Stock | 631 | $11.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 2,727 | $11.9 萬 | <0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 1,109 | $11.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 1,238 | $12.0 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 2,802 | $12.2 萬 | <0.1% | 00.0% | 不變 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 651 | $12.3 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 1,624 | $12.8 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 452 | $13.1 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287622 | RUS 1000 ETF | 413 | $13.3 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 734 | $14.0 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,102 | $14.1 萬 | <0.1% | 00.0% | 不變 | – |
| STEPStepStone Group Inc. | COM CL A | 2,460 | $14.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 563 | $14.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 2,877 | $14.7 萬 | <0.1% | 00.0% | 不變 | – |
| TOLToll Brothers, Inc. | COM | 1,170 | $14.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 3,851 | $15.5 萬 | 0.1% | 00.0% | 不變 | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 6,222 | $15.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 657 | $15.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WUWestern Union CO | Stock | 15,064 | $16.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,390 | $16.0 萬 | 0.1% | 00.0% | 不變 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 7,967 | $16.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 2,293 | $16.1 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 554 | $16.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 277 | $16.3 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 1,741 | $16.5 萬 | 0.1% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 2,908 | $17.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |