Darwin Advisors, LLC
- SEC CIK
- 0001663224
- 最新申報
- 2026/7/21
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/22 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 660
- 較 2025 年第 3 季 +53
- 總值
- $3.22 億
- 較 2025 年第 3 季 +$716.0 萬 (+2.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MFCManulife Financial Corp | COM | 321 | $1.17 萬 | <0.1% | +2+0.6% | 加碼 | 歷史 |
| SMCISuper Micro Computer, Inc. | Stock | 400 | $1.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 942 | $1.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 100 | $1.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37960A438 | 1 3 MO T BI ET | 119 | $1.19 萬 | <0.1% | 00.0% | 不變 | – |
| DPZDominos Pizza Inc | COM | 28 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 266 | $1.21 萬 | <0.1% | +266 | 新進 | – |
| ARGXArgenx SE | SPONSORED ADR | 15 | $1.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FSSLFS Specialty Lending Fund | COM SH BEN INT | 900 | $1.27 萬 | <0.1% | +900 | 新進 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 240 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AGNCAGNC Investment Corp. | REIT | 1,195 | $1.28 萬 | <0.1% | +41+3.6% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 322 | $1.30 萬 | <0.1% | +322 | 新進 | – |
| MSIMotorola Solutions, Inc. | Stock | 34 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 114 | $1.31 萬 | <0.1% | −9−7.3% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 90 | $1.35 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46429B671 | MSCI CHINA ETF | 233 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 78 | $1.43 萬 | <0.1% | 00.0% | 不變 | – |
| CGCarlyle Group Inc. | COM | 242 | $1.43 萬 | <0.1% | +2+0.8% | 加碼 | 歷史 |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 283 | $1.44 萬 | <0.1% | +160+130.1% | 加碼 | – |
| Global X FDS37954Y236 | DATA CTR DIG ETF | 692 | $1.46 萬 | <0.1% | +120+21.0% | 加碼 | – |
| SILASila Realty Trust, Inc. | COMMON STOCK | 630 | $1.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 106 | $1.50 萬 | <0.1% | +7+7.1% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 76 | $1.52 萬 | <0.1% | +76 | 新進 | – |
| AGIAlamos Gold Inc | Stock | 400 | $1.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 33 | $1.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 112 | $1.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRSCarpenter Technology Corp | COM | 50 | $1.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 81 | $1.58 萬 | <0.1% | +1+1.3% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 127 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 91 | $1.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 65 | $1.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 93 | $1.63 萬 | <0.1% | −8−7.9% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 84 | $1.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HESMHess Midstream LP | CL A SHS | 483 | $1.67 萬 | <0.1% | +11+2.3% | 加碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 171 | $1.68 萬 | <0.1% | +1+0.6% | 加碼 | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 652 | $1.69 萬 | <0.1% | +2+0.3% | 加碼 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 100 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 225 | $1.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 17 | $1.72 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 210 | $1.72 萬 | <0.1% | −37−15.0% | 減碼 | 歷史 |
| CRUSCirrus Logic, Inc. | Stock | 151 | $1.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 113 | $1.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IIMInvesco Value Municipal Income Trust | COM | 1,473 | $1.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 138 | $1.82 萬 | <0.1% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 190 | $1.83 萬 | <0.1% | −98−34.0% | 減碼 | 歷史 |
| KGCKinross Gold Corp | COM | 650 | $1.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 60 | $1.83 萬 | <0.1% | −10−14.3% | 減碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 479 | $1.84 萬 | <0.1% | −127−21.0% | 減碼 | 歷史 |
| STLAStellantis N.V. | SHS | 1,693 | $1.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V852 | DORSEY WRIGHT HE | 374 | $1.86 萬 | <0.1% | +11+3.0% | 加碼 | – |
| CPNGCoupang, Inc. | CL A | 800 | $1.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 168 | $1.96 萬 | <0.1% | +7+4.3% | 加碼 | 歷史 |
| AGXArgan Inc | Stock | 62 | $1.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 95 | $1.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 159 | $2.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 161 | $2.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APPAppLovin Corp | COM CL A | 30 | $2.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 70 | $2.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares U.S. Regional Banks ETF464288778 | ETF | 388 | $2.14 萬 | <0.1% | +4+1.0% | 加碼 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 152 | $2.15 萬 | <0.1% | +1+0.7% | 加碼 | – |
| KMBKimberly Clark Corp | Stock | 213 | $2.15 萬 | <0.1% | +2+0.9% | 加碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 271 | $2.16 萬 | <0.1% | +1+0.4% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 75 | $2.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 207 | $2.19 萬 | <0.1% | 00.0% | 不變 | – |
| U.S. Global Jets ETF26922A842 | ETF | 782 | $2.20 萬 | <0.1% | +6+0.8% | 加碼 | – |
| MELIMercadolibre Inc | COM | 11 | $2.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 53 | $2.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRGPTarga Resources Corp. | COM | 123 | $2.28 萬 | <0.1% | +1+0.8% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 124 | $2.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 481 | $2.34 萬 | <0.1% | +481 | 新進 | 歷史 |
| GDVGabelli Dividend & Income Trust | COM | 848 | $2.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 76 | $2.37 萬 | <0.1% | +1+1.3% | 加碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 501 | $2.39 萬 | <0.1% | +72+16.8% | 加碼 | – |
| FDXFedEx Corp | Stock | 83 | $2.40 萬 | <0.1% | −4−4.6% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 104 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 106 | $2.42 萬 | <0.1% | −98−48.0% | 減碼 | 歷史 |
| SPDR Ser Tr78464A532 | S&P TRANSN ETF | 265 | $2.42 萬 | <0.1% | 00.0% | 不變 | – |
| PHMPultegroup Inc | COM | 206 | $2.42 萬 | <0.1% | −59−22.3% | 減碼 | 歷史 |
| Valued Advisers Tr92046L353 | KOVITZ CORE EQT | 901 | $2.43 萬 | <0.1% | +901 | 新進 | – |
| CSXCSX Corp | Stock | 672 | $2.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 628 | $2.45 萬 | <0.1% | +628 | 新進 | – |
| EIXEdison International | Stock | 412 | $2.47 萬 | <0.1% | +3+0.7% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 63 | $2.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 876 | $2.52 萬 | <0.1% | −31−3.4% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 76 | $2.56 萬 | <0.1% | +1+1.3% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 295 | $2.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 73 | $2.65 萬 | <0.1% | +19+35.2% | 加碼 | – |
| GILDGilead Sciences, Inc. | Stock | 220 | $2.70 萬 | <0.1% | −24−9.8% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 471 | $2.72 萬 | <0.1% | +12+2.6% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 207 | $2.75 萬 | <0.1% | −14−6.3% | 減碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 45 | $2.75 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FIXComfort Systems USA Inc | COM | 30 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMEAmetek Inc | COM | 137 | $2.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PWRQuanta Services, Inc. | COM | 67 | $2.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSTRStrategy Inc | Stock | 190 | $2.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RFRegions Financial Corp | COM | 1,066 | $2.89 萬 | <0.1% | +11+1.0% | 加碼 | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 521 | $2.96 萬 | <0.1% | +3+0.6% | 加碼 | – |
| CLXClorox Co | Stock | 294 | $2.97 萬 | <0.1% | −4−1.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 557 | $3.01 萬 | <0.1% | +6+1.1% | 加碼 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 314 | $3.03 萬 | <0.1% | 00.0% | 不變 | – |
2025 年第 3 季之後清倉（36 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AXONAxon Enterprise, Inc. | COM | 45 | $3.23 萬 | <0.1% | 歷史 |
| FEFirstenergy Corp | COM | 400 | $1.83 萬 | <0.1% | 歷史 |
| OKEONEOK Inc | COM | 200 | $1.46 萬 | <0.1% | 歷史 |
| HSAIHesai Group | SPONSORED ADS | 500 | $1.41 萬 | <0.1% | 歷史 |
| OPRAOpera Ltd | SPONSORED ADS | 625 | $1.29 萬 | <0.1% | 歷史 |
| COPConocoPhillips | Stock | 134 | $1.28 萬 | <0.1% | 歷史 |
| NTNXNutanix, Inc. | Stock | 160 | $1.19 萬 | <0.1% | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 85 | $9,248 | <0.1% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 160 | $7,560 | <0.1% | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 20 | $6,436 | <0.1% | 歷史 |
| WINGWingstop Inc. | COM | 25 | $6,292 | <0.1% | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 65 | $5,835 | <0.1% | 歷史 |
| KLACKLA Corp | COM NEW | 4 | $4,314 | <0.1% | 歷史 |
| BHPBHP Group Ltd | ADR | 70 | $3,949 | <0.1% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 100 | $3,919 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 38 | $3,314 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 51 | $3,271 | <0.1% | – |
| LNGCheniere Energy, Inc. | COM NEW | 10 | $2,349 | <0.1% | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 26 | $2,332 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 48 | $2,204 | <0.1% | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4 | $2,010 | <0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 31 | $1,882 | <0.1% | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 58 | $1,855 | <0.1% | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 23 | $1,384 | <0.1% | 歷史 |
| BPBP PLC | ADR | 38 | $1,332 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 40 | $1,275 | <0.1% | – |
| Direxion Shares ETF Trust25460E869 | DAILY 500 1X ETF | 87 | $836 | <0.1% | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2 | $643 | <0.1% | – |
| VODVodafone Group Public Ltd Co | ADR | 54 | $626 | <0.1% | 歷史 |
| Yieldmax MSTR Option Income Strategy ETF88634T493 | ETF | 40 | $558 | <0.1% | – |
| RUMRUM Group Inc. | Stock | 75 | $543 | <0.1% | 歷史 |
| ADNTAdient plc | Stock | 8 | $192 | <0.1% | 歷史 |
| ANGIAngi Inc. | CL A NEW | 8 | $130 | <0.1% | 歷史 |
| OGNOrganon & Co. | Stock | 1 | $10 | <0.1% | 歷史 |
| CVMCel Sci Corp | COM NEW | 1 | $9 | <0.1% | 歷史 |
| VATEINNOVATE Corp. | COM NEW | 2 | $9 | <0.1% | 歷史 |