跳到主要內容
Livermore
Livermore
中文EN

Darwin Advisors, LLC

SEC CIK
0001663224
最新申報
2026/7/21

2025 年第 2 季持倉

持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
610
較 2025 年第 1 季 −28
總值
$2.89 億
較 2025 年第 1 季 −$855.2 萬 (−2.9%)
申報日
2025/8/14
SEC
Darwin Advisors, LLC 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
TSMTaiwan Semiconductor Manufacturing Co LtdADR69$1.57 萬<0.1%−33−32.4%減碼歷史
CRUSCirrus Logic, Inc.Stock151$1.57 萬<0.1%00.0%不變歷史
FIXComfort Systems USA IncCOM30$1.61 萬<0.1%00.0%不變歷史
BABoeing CoStock77$1.61 萬<0.1%−156−67.0%減碼歷史
MDTMedtronic plcStock187$1.64 萬<0.1%−102−35.3%減碼歷史
DELLDell Technologies Inc.Stock135$1.66 萬<0.1%00.0%不變歷史
SJMJ M SMUCKER CoStock169$1.67 萬<0.1%+2+1.2%加碼歷史
TDGTransDigm Group INCCOM11$1.67 萬<0.1%00.0%不變歷史
CRWDCrowdStrike Holdings, Inc.Stock33$1.68 萬<0.1%00.0%不變歷史
STLAStellantis N.V.SHS1,693$1.70 萬<0.1%−1,351−44.4%減碼歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF138$1.71 萬<0.1%00.0%不變–
IIMInvesco Value Municipal Income TrustCOM1,473$1.71 萬<0.1%00.0%不變歷史
MMM3M CoStock113$1.72 萬<0.1%00.0%不變歷史
LHLabcorp Holdings Inc.Stock65$1.72 萬<0.1%−29−30.9%減碼歷史
LHXL3HARRIS Technologies, Inc.Stock70$1.76 萬<0.1%+21+42.9%加碼歷史
WisdomTree Tr97717X511YIELD ENHANCD US405$1.77 萬<0.1%−709−63.6%減碼–
GWWW.W. Grainger, Inc.Stock17$1.77 萬<0.1%00.0%不變歷史
U.S. Global Jets ETF26922A842ETF776$1.78 萬<0.1%00.0%不變–
HESMHess Midstream LPCL A SHS464$1.79 萬<0.1%+16+3.6%加碼歷史
SEZLSezzle Inc.COM100$1.79 萬<0.1%+100新進歷史
GEHCGE HealthCare Technologies Inc.Stock245$1.82 萬<0.1%+21+9.4%加碼歷史
iShares U.S. Regional Banks ETF464288778ETF381$1.89 萬<0.1%+5+1.3%加碼–
ALLAllstate CorpStock95$1.92 萬<0.1%−220−69.8%減碼歷史
NSCNorfolk Southern CorpStock75$1.92 萬<0.1%00.0%不變歷史
SMCISuper Micro Computer, Inc.Stock400$1.96 萬<0.1%00.0%不變歷史
STMSTMicroelectronics N.V.NY REGISTRY649$1.97 萬<0.1%+124+23.6%加碼歷史
ZTSZoetis Inc.Stock126$1.98 萬<0.1%−122−49.2%減碼歷史
FDXFedEx CorpStock86$1.98 萬<0.1%−15−14.9%減碼歷史
CLFCleveland-Cliffs Inc.COM2,640$2.01 萬<0.1%00.0%不變歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF151$2.02 萬<0.1%−130−46.3%減碼–
CFRCullen/Frost Bankers, Inc.COM158$2.04 萬<0.1%+2+1.3%加碼歷史
DHRDanaher CorpStock104$2.07 萬<0.1%−95−47.7%減碼歷史
EIXEdison InternationalStock405$2.09 萬<0.1%+5+1.3%加碼歷史
ROKRockwell Automation, IncStock63$2.11 萬<0.1%−42−40.0%減碼歷史
TRGPTarga Resources Corp.COM121$2.12 萬<0.1%+1+0.8%加碼歷史
SPDR Ser Tr78464A532S&P TRANSN ETF265$2.13 萬<0.1%−20−7.0%減碼–
ABTAbbott LaboratoriesStock160$2.18 萬<0.1%−115−41.8%減碼歷史
CBChubb LtdStock75$2.19 萬<0.1%00.0%不變歷史
CSXCSX CorpStock672$2.19 萬<0.1%00.0%不變歷史
MEDPMedpace Holdings, Inc.COM70$2.20 萬<0.1%00.0%不變歷史
GDVGabelli Dividend & Income TrustCOM848$2.21 萬<0.1%00.0%不變歷史
GDGeneral Dynamics CorpStock75$2.21 萬<0.1%00.0%不變歷史
AMTAmerican Tower CorpREIT100$2.22 萬<0.1%+1+1.0%加碼歷史
CRSPCRISPR Therapeutics AGNAMEN AKT463$2.25 萬<0.1%00.0%不變歷史
iShares Tr464287515EXPANDED TECH207$2.27 萬<0.1%+7+3.5%加碼–
MUMicron Technology IncStock185$2.29 萬<0.1%−180−49.3%減碼歷史
GEVGE Vernova Inc.Stock43$2.30 萬<0.1%−25−36.8%減碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF85$2.36 萬<0.1%+85新進–
GILDGilead Sciences, Inc.Stock213$2.36 萬<0.1%+3+1.4%加碼歷史
CPNGCoupang, Inc.CL A800$2.40 萬<0.1%00.0%不變歷史
EMEEMCOR Group, Inc.Stock45$2.41 萬<0.1%00.0%不變歷史
RFRegions Financial CorpCOM1,044$2.46 萬<0.1%+23+2.3%加碼歷史
Global X FDS37954Y673US INFR DEV ETF566$2.47 萬<0.1%00.0%不變–
AMEAmetek IncCOM137$2.48 萬<0.1%+1+0.7%加碼歷史
LINLinde PLCStock53$2.51 萬<0.1%−35−39.8%減碼歷史
BMYBristol Myers Squibb CoStock544$2.52 萬<0.1%−19−3.4%減碼歷史
iShares Tr464287556ISHARES BIOTECH200$2.53 萬<0.1%00.0%不變–
PANWPalo Alto Networks IncStock124$2.54 萬<0.1%−66−34.7%減碼歷史
PWRQuanta Services, Inc.COM67$2.56 萬<0.1%00.0%不變歷史
MOAltria Group, Inc.Stock455$2.67 萬<0.1%−356−43.9%減碼歷史
Fidelity High Dividend ETF316092840ETF514$2.68 萬<0.1%+9+1.8%加碼–
KMBKimberly Clark CorpStock209$2.70 萬<0.1%+4+2.0%加碼歷史
ABXAbacus Global Management, Inc.CL A5,249$2.70 萬<0.1%+3,249+162.5%加碼歷史
MELIMercadolibre IncCOM11$2.87 萬<0.1%+10+1,000.0%加碼歷史
CLXClorox CoStock240$2.89 萬<0.1%−51−17.5%減碼歷史
iShares Tr464288752US HOME CONS ETF313$2.93 萬<0.1%−1−0.3%減碼–
WisdomTree Tr97717W851JAPN HEDGE EQT256$2.93 萬<0.1%00.0%不變–
EMREmerson Electric CoStock220$2.95 萬<0.1%−45−17.0%減碼歷史
BROBrown & Brown, Inc.Stock270$3.00 萬<0.1%−499−64.9%減碼歷史
iShares S&P 500 Growth ETF464287309ETF276$3.05 萬<0.1%−1,544−84.8%減碼–
AHRAmerican Healthcare REIT, Inc.COM SHS833$3.06 萬<0.1%00.0%不變歷史
SYYSysco CorpStock408$3.09 萬<0.1%−166−28.9%減碼歷史
Bank of Amer Corp0605056827.25%CNV PFD L26$3.15 萬<0.1%−13−33.3%減碼–
ONOn Semiconductor CorpStock617$3.24 萬<0.1%−20,586−97.1%減碼歷史
PFEPfizer IncStock1,339$3.25 萬<0.1%−205−13.3%減碼歷史
iShares Core MSCI Eafe ETF46432F842ETF391$3.27 萬<0.1%+7+1.8%加碼–
AFLAflac IncStock309$3.27 萬<0.1%+3+1.0%加碼歷史
First Tr Exchange-Traded FD33738D101NO AMER ENERGY873$3.28 萬<0.1%−29−3.2%減碼–
Janus Detroit STR Tr47103U753B-BBB CLO ETF691$3.33 萬<0.1%−1,278−64.9%減碼–
First Tr Exchange-Traded FD33735T109COMMON SHS2,157$3.35 萬<0.1%−125−5.5%減碼–
PRUPrudential Financial IncStock335$3.60 萬<0.1%+3+0.9%加碼歷史
TGTTarget CorpStock373$3.68 萬<0.1%−194−34.2%減碼歷史
MARMarriott International IncStock135$3.71 萬<0.1%+1+0.7%加碼歷史
AXONAxon Enterprise, Inc.COM45$3.73 萬<0.1%00.0%不變歷史
KNSLKinsale Capital Group, Inc.Stock78$3.77 萬<0.1%00.0%不變歷史
ORLYO Reilly Automotive IncStock420$3.79 萬<0.1%00.0%不變依 15 比 1 拆股換算歷史
SLViShares Silver TrustETF1,192$3.91 萬<0.1%−997−45.5%減碼歷史
ARK Blockchain & Fintech Innovation ETF00214Q708ETF809$4.06 萬<0.1%−5−0.6%減碼–
iShares Tr464288687PFD AND INCM SEC1,342$4.12 萬<0.1%+7+0.5%加碼–
ENBEnbridge IncStock914$4.14 萬<0.1%00.0%不變歷史
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF202$4.26 萬<0.1%−244−54.7%減碼–
XYZBlock, Inc.CL A632$4.29 萬<0.1%−51−7.5%減碼歷史
iShares Core Dividend Growth ETF46434V621ETF673$4.31 萬<0.1%−64−8.7%減碼–
iShares Tr464288646ISHS 1-5YR INVS822$4.34 萬<0.1%+15+1.9%加碼–
First Tr Exchange-Traded FD33739Q705FT VEST S&P 500885$4.35 萬<0.1%−118−11.8%減碼–
IBKRInteractive Brokers Group, Inc.Stock813$4.51 萬<0.1%−587−41.9%減碼依 4 比 1 拆股換算歷史
STEPStepStone Group Inc.COM CL A821$4.56 萬<0.1%−1,639−66.6%減碼歷史
iShares Tr46434V787YLD OPTIM BD2,057$4.65 萬<0.1%−528−20.4%減碼–
FBINFortune Brands Innovations, Inc.COM905$4.66 萬<0.1%+4+0.4%加碼歷史
AWKAmerican Water Works Company, Inc.Stock339$4.73 萬<0.1%−82−19.5%減碼歷史

2025 年第 1 季之後清倉（72 檔）

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

Darwin Advisors, LLC 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
iShares Tr464287622RUS 1000 ETF413$13.3 萬<0.1%–
BRK.BBerkshire Hathaway IncStock253$11.5 萬<0.1%歷史
FTNTFortinet, Inc.Stock1,020$9.64 萬<0.1%歷史
TRPTC Energy CorpCOM1,381$6.43 萬<0.1%歷史
iShares Russell Mid-Cap Value ETF464287473ETF335$4.33 萬<0.1%–
DECKDeckers Outdoor CorpCOM201$4.08 萬<0.1%歷史
Alps ETF Tr00162Q205EQUAL SEC ETF321$4.02 萬<0.1%–
SPDR Series Trust78464A763ST STR SP DIV287$3.80 萬<0.1%–
Vanguard Materials ETF92204A801ETF148$2.78 萬<0.1%–
SPDR Series Trust78464A821ST STR SP400GRW308$2.68 萬<0.1%–
Vanguard Information Technology ETF92204A702ETF41$2.55 萬<0.1%–
CGBDCarlyle Secured Lending, Inc.COM1,200$2.15 萬<0.1%歷史
RSGRepublic Services, Inc.COM106$2.13 萬<0.1%歷史
Vanguard Energy ETF92204A306ETF155$1.88 萬<0.1%–
J P Morgan Exchange Traded F46641Q399BETABUILDRS US176$1.86 萬<0.1%–
MRSHMarsh & McLennan Companies, Inc.Stock80$1.70 萬<0.1%歷史
ETVEaton Vance Tax-Managed Buy-Write Opportunities FundCOM1,114$1.61 萬<0.1%歷史
NICENICE Ltd.SPONSORED ADR94$1.60 萬<0.1%歷史
PAAPlains All American Pipeline LPUNIT LTD PARTN858$1.47 萬<0.1%歷史
DLRDigital Realty Trust, Inc.COM81$1.44 萬<0.1%歷史
SPOKSpok Holdings, IncCOM792$1.27 萬<0.1%歷史
EVREvercore Inc.CLASS A42$1.19 萬<0.1%歷史
PSNParsons CorpCOM125$1.15 萬<0.1%歷史
CWTCalifornia Water Service GroupCOM217$9,836<0.1%歷史
TGTXTG Therapeutics, Inc.COM325$9,782<0.1%歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF165$9,023<0.1%–
FASTFastenal CoStock124$8,916<0.1%歷史
NUENucor CorpCOM74$8,676<0.1%歷史
RELXRELX PLCSPONSORED ADR165$7,494<0.1%歷史
CHDNChurchill Downs IncCOM54$7,211<0.1%歷史
iShares Inc46434G863ESG AWR MSCI EM214$7,145<0.1%–
SOBOSouth Bow CorpCOM276$6,505<0.1%歷史
WisdomTree Tr97717W703INTL EQUITY FD123$6,481<0.1%–
SYKStryker CorpStock18$6,480<0.1%歷史
GOLDGold.com, Inc.COM211$5,796<0.1%歷史
CLColgate Palmolive CoStock60$5,513<0.1%歷史
XYLXylem Inc.COM46$5,336<0.1%歷史
Fidelity Covington Trust316092790QLTY FCTOR ETF81$5,299<0.1%–
CHKPCheck Point Software Technologies LtdORD27$5,040<0.1%歷史
CCICrown Castle Inc.REIT44$3,993<0.1%歷史
ELVElevance Health, Inc.Stock10$3,689<0.1%歷史
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF49$3,464<0.1%–
FLNCFluence Energy, Inc.COM CL A200$3,176<0.1%歷史
AEPAmerican Electric Power Co IncStock29$2,705<0.1%歷史
JWNNordstrom IncStock99$2,390<0.1%歷史
BMRNBiomarin Pharmaceutical IncCOM35$2,300<0.1%歷史
DXCMDexcom IncCOM25$1,944<0.1%歷史
OPENOpendoor Technologies Inc.COM1,000$1,600<0.1%歷史
DJTTrump Media & Technology Group Corp.Stock46$1,568<0.1%歷史
ALARAlarum Technologies Ltd.ADR145$1,538<0.1%歷史
iShares Tr464288257MSCI ACWI ETF10$1,175<0.1%–
iShares Select Dividend ETF464287168ETF6$787<0.1%–
PIMCO ETF Tr72201R7830-5 HIGH YIELD7$655<0.1%–
AFRMAffirm Holdings, Inc.COM CL A10$609<0.1%歷史
FTREFortrea Holdings Inc.COMMON STOCK29$540<0.1%歷史
SPDR Series Trust78464A672ST INTER ETF18$501<0.1%–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF6$467<0.1%–
iShares Tr46435U853BROAD USD HIGH12$441<0.1%–
Global X FDS37954Y657US PFD ETF20$390<0.1%–
iShares Tr464288448INTL SEL DIV ETF14$383<0.1%–
SPDR Series Trust78464A664ST LON TREAS ETF14$366<0.1%–
iShares Tr464288638ISHS 5-10YR INVT7$360<0.1%–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS6$349<0.1%–
iShares Tr46435G102CONV BD ETF4$339<0.1%–
Invesco Exch Traded FD Tr II46138E644INTL BUYBACK8$317<0.1%–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF6$301<0.1%–
WisdomTree Tr97717W604US SMALLCAP DIVD6$206<0.1%–
Vanguard Real Estate ETF922908553ETF2$178<0.1%–
Schwab US Tips ETF808524870ETF6$154<0.1%–
SPDR Index Shs FDS78463X772ST S&P INTL ETF4$139<0.1%–
iShares Tr46428951110+ YR INVST GRD2$98<0.1%–
ADTXAditxt, Inc.COM NEW1$00.0%歷史