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 |
|---|---|---|---|---|---|---|---|
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 303 | $17.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 727 | $17.7 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U109 | TCW SECURITIZED | 8,615 | $17.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,820 | $18.5 萬 | 0.1% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 1,664 | $18.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust316092824 | LOW VOLITY ETF | 3,144 | $19.1 萬 | 0.1% | 00.0% | 不變 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,143 | $19.6 萬 | 0.1% | 00.0% | 不變 | – |
| EGEverest Group, Ltd. | COM | 553 | $20.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 8,221 | $20.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 1,978 | $20.8 萬 | 0.1% | 00.0% | 不變 | – |
| ANETArista Networks, Inc. | Stock | 1,929 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 424 | $22.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 426 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,112 | $23.0 萬 | 0.1% | 00.0% | 不變 | – |
| DUKDuke Energy CORP | Stock | 2,216 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 481 | $24.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,779 | $25.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 2,280 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 247 | $26.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 10,867 | $26.3 萬 | 0.1% | 00.0% | 不變 | – |
| JBLJabil Inc | Stock | 1,852 | $26.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 11,971 | $27.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 798 | $28.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,772 | $28.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 375 | $29.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 547 | $29.5 萬 | 0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 564 | $29.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 747 | $30.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust316092816 | MOMENTUM FACTR | 4,395 | $30.6 萬 | 0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 1,780 | $31.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 1,929 | $32.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,342 | $32.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,229 | $33.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 604 | $35.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 746 | $36.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 9,884 | $36.9 萬 | 0.1% | 00.0% | 不變 | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,604 | $37.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RJFRaymond James Financial Inc | COM | 2,413 | $37.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 9,436 | $37.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V746 | LARG CAP GRO ETF | 4,000 | $40.7 萬 | 0.1% | 00.0% | 不變 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 4,345 | $43.3 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 18,288 | $43.3 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 13,135 | $46.3 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 2,805 | $46.4 萬 | 0.2% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 516 | $47.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 959 | $48.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,051 | $50.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 2,448 | $55.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,863 | $56.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 8,644 | $59.2 萬 | 0.2% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 4,908 | $61.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V811 | DORSEY WRGT TECH | 9,000 | $65.3 萬 | 0.2% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,136 | $66.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 14,798 | $67.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,929 | $72.8 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 39,681 | $74.9 萬 | 0.3% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 6,565 | $76.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 16,347 | $76.1 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 4,307 | $82.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 935 | $83.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V118 | GBL LISTED PVT | 13,112 | $87.6 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288612 | INTRM GOV CR ETF | 8,627 | $89.9 萬 | 0.3% | 00.0% | 不變 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 21,811 | $91.0 萬 | 0.3% | 00.0% | 不變 | – |
| ITWIllinois Tool Works Inc | Stock | 3,634 | $92.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 15,877 | $94.9 萬 | 0.3% | 00.0% | 不變 | – |
| FISVFiserv Inc | Stock | 4,721 | $97.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,621 | $104.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 19,049 | $108.1 萬 | 0.4% | 00.0% | 不變 | – |
| Fidelity Covington Trust316092782 | VLU FACTOR ETF | 17,579 | $108.2 萬 | 0.4% | 00.0% | 不變 | – |
| KKRKKR & Co. Inc. | COM | 7,383 | $109.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 29,726 | $111.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 18,228 | $113.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 2,622 | $116.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 14,918 | $117.3 萬 | 0.4% | 00.0% | 不變 | – |
| VRTVertiv Holdings Co | COM CL A | 10,348 | $117.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 52,090 | $122.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PHMPultegroup Inc | COM | 11,496 | $125.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ONOn Semiconductor Corp | Stock | 21,203 | $133.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 22,312 | $134.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 8,325 | $145.9 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Tr464288760 | US AER DEF ETF | 10,065 | $146.3 萬 | 0.5% | 00.0% | 不變 | – |
| iShares S&P 100 ETF464287101 | ETF | 5,211 | $150.5 萬 | 0.5% | 00.0% | 不變 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 25,829 | $152.8 萬 | 0.5% | 00.0% | 不變 | – |
| BSXBoston Scientific Corp | Stock | 17,637 | $157.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V316 | GLOBAL EQUITY | 36,364 | $157.7 萬 | 0.5% | 00.0% | 不變 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 18,804 | $161.1 萬 | 0.5% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 11,449 | $175.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 20,080 | $176.3 萬 | 0.6% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 20,019 | $180.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Tidal ETF Tr886364439 | UNLIMITED HFND | 84,247 | $183.2 萬 | 0.6% | 00.0% | 不變 | – |
| TJXTJX Companies Inc | Stock | 15,492 | $187.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,849 | $188.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 29,126 | $191.7 萬 | 0.6% | 00.0% | 不變 | – |
| LRCXLam Research Corp | Stock | 26,642 | $192.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 15,136 | $199.4 萬 | 0.7% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 12,758 | $213.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 6,474 | $214.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 3,421 | $215.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 9,974 | $220.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 7,177 | $226.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |