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Livermore
Livermore
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Darwin Advisors, LLC

SEC CIK
0001663224
最新申報
2026/7/21

2026 年第 1 季持倉

持倉截至 2026/3/31，2026/5/1 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
604
較 2025 年第 4 季 −56
總值
$3.21 億
較 2025 年第 4 季 −$85.5 萬 (−0.3%)
申報日
2026/5/1
SEC
Darwin Advisors, LLC 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
DSMBNY Mellon Strategic Municipal Bond Fund, Inc.COM1,000$6,010<0.1%00.0%不變歷史
iShares Tr464288414NATIONAL MUN ETF57$6,055<0.1%+39+216.7%加碼–
VanEck ETF Trust92189H672ETP176$6,282<0.1%00.0%不變–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF84$6,349<0.1%00.0%不變–
First Trust Cloud Computing ETF33734X192ETF60$6,561<0.1%00.0%不變–
WSMWilliams Sonoma IncCOM36$6,563<0.1%00.0%不變歷史
CIENCiena CorpCOM NEW17$6,599<0.1%00.0%不變歷史
SNAPSnap IncStock1,438$6,614<0.1%00.0%不變歷史
ASMLASML Holding NVADR5$6,665<0.1%00.0%不變歷史
QRVOQorvo, Inc.Stock87$6,733<0.1%00.0%不變歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF22$6,807<0.1%−85−79.4%減碼–
MDBMongoDB, Inc.CL A28$6,853<0.1%+9+47.4%加碼歷史
KMIKinder Morgan, Inc.Stock205$6,873<0.1%00.0%不變歷史
Abrdn ETFs003261104BBRG ALL COMD K1283$6,874<0.1%+283新進–
GLXYGalaxy Digital Inc.CL A376$6,937<0.1%00.0%不變歷史
Vanguard Short-Term Bond ETF921937827ETF89$6,978<0.1%+89新進–
First Tr Exchange-Traded FD33737K205INDXX NEXTG ETF62$7,049<0.1%00.0%不變–
DDOGDatadog, Inc.CL A COM62$7,319<0.1%−8−11.4%減碼歷史
ALLAllstate CorpStock35$7,354<0.1%−60−63.2%減碼歷史
Invesco Exch Traded FD Tr II46138E719BLOO EN ANGE ETF415$7,447<0.1%−152−26.8%減碼–
WECWec Energy Group, Inc.Stock64$7,471<0.1%00.0%不變歷史
MBCMasterBrand, Inc.COMMON STOCK900$7,479<0.1%00.0%不變歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF52$7,524<0.1%−100−65.8%減碼–
MPTMedical Properties Trust IncCOM1,655$7,663<0.1%+27+1.7%加碼歷史
EXPEExpedia Group, Inc.Stock33$7,697<0.1%00.0%不變歷史
SYYSysco CorpStock108$7,731<0.1%−305−73.8%減碼歷史
GSGoldman Sachs Group IncStock9$7,805<0.1%00.0%不變歷史
Fidelity Covington Trust316092204MSCI CONSM DIS84$7,833<0.1%+84新進–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF82$8,028<0.1%00.0%不變–
NOKNokia CorpSPONSORED ADR1,002$8,063<0.1%+2+0.2%加碼歷史
FSCOFS Credit Opportunities Corp.COMMON STOCK1,657$8,450<0.1%00.0%不變歷史
iShares Inc464286749MSCI SWITZERLAND145$8,527<0.1%+145新進–
Global X FDS37954Y632ARTIFICIAL ETF183$8,543<0.1%−100−35.3%減碼–
WFCWells Fargo & CompanyStock107$8,558<0.1%00.0%不變歷史
FISVFiserv IncStock157$8,760<0.1%−15−8.7%減碼歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF107$8,905<0.1%+107加碼–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX90$9,015<0.1%+90新進–
NHINational Health Investors IncCOM112$9,068<0.1%+2+1.8%加碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF86$9,415<0.1%+2+2.4%加碼–
UTHRUnited Therapeutics CorpCOM16$9,487<0.1%00.0%不變歷史
MRKMerck & Co., Inc.Stock79$9,519<0.1%00.0%不變歷史
ORCLOracle CorpStock65$9,635<0.1%+25+62.5%加碼歷史
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX86$9,831<0.1%+1+1.2%加碼–
Global X FDS37954Y236DATA CTR DIG ETF421$1.01 萬<0.1%−271−39.2%減碼–
iShares Tr464288729GLOB INDSTRL ETF56$1.01 萬<0.1%+56新進–
OBDCBlue Owl Capital CorpCOM917$1.01 萬<0.1%−25−2.7%減碼歷史
DPZDominos Pizza IncCOM28$1.04 萬<0.1%00.0%不變歷史
iShares Inc464286251JP MRG EM CRP BD231$1.05 萬<0.1%+2+0.9%加碼–
ZTSZoetis Inc.Stock89$1.06 萬<0.1%−38−29.9%減碼歷史
DELLDell Technologies Inc.Stock65$1.07 萬<0.1%+65新進歷史
USBUS Bancorp DECOM NEW207$1.08 萬<0.1%−9−4.2%減碼歷史
MFCManulife Financial CorpCOM324$1.12 萬<0.1%+3+0.9%加碼歷史
OHIOmega Healthcare Investors IncCOM256$1.12 萬<0.1%+4+1.6%加碼歷史
CGCarlyle Group Inc.COM244$1.18 萬<0.1%+2+0.8%加碼歷史
Global X FDS37960A4381 3 MO T BI ET119$1.20 萬<0.1%00.0%不變–
STLAStellantis N.V.SHS1,693$1.20 萬<0.1%00.0%不變歷史
XHRXenia Hotels & Resorts, Inc.COM810$1.20 萬<0.1%00.0%不變歷史
Janus Detroit STR Tr47103U753B-BBB CLO ETF263$1.23 萬<0.1%−418−61.4%減碼–
AGNCAGNC Investment Corp.REIT1,234$1.24 萬<0.1%+39+3.3%加碼歷史
BKNGBooking Holdings Inc.Stock3$1.26 萬<0.1%+3新進歷史
Invesco Exchange Traded FD T46137V530NASDAQ INTERNT285$1.27 萬<0.1%+285新進–
ARK ETF Tr00214Q203AUTNMUS TECHNLGY114$1.28 萬<0.1%00.0%不變–
BDXBecton Dickinson & CoStock81$1.29 萬<0.1%00.0%不變歷史
iShares Tr464287150CORE S&P TTL STK90$1.29 萬<0.1%00.0%不變–
iShares Core MSCI Europe ETF46434V738ETF185$1.30 萬<0.1%+167+927.8%加碼–
iShares Tr46429B671MSCI CHINA ETF233$1.31 萬<0.1%00.0%不變–
iShares Tr464287721U.S. TECH ETF76$1.38 萬<0.1%00.0%不變–
DHRDanaher CorpStock75$1.42 萬<0.1%−29−27.9%減碼歷史
MSIMotorola Solutions, Inc.Stock34$1.48 萬<0.1%00.0%不變歷史
Vanguard Total World Stock ETF922042742ETF107$1.49 萬<0.1%+1+0.9%加碼–
iShares Tr464287630RUS 2000 VAL ETF79$1.50 萬<0.1%+1+1.3%加碼–
MSMorgan StanleyStock91$1.51 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33738D804LTD DUR INVT ETF819$1.55 萬<0.1%−35,046−97.7%減碼–
SPDR Series Trust78468R622ST BLOO HIGH ETF163$1.56 萬<0.1%+154+1,711.1%加碼–
AMTAmerican Tower CorpREIT93$1.60 萬<0.1%00.0%不變歷史
MMM3M CoStock113$1.65 萬<0.1%00.0%不變歷史
ABTAbbott LaboratoriesStock161$1.65 萬<0.1%00.0%不變歷史
iShares Tr464287515EXPANDED TECH207$1.66 萬<0.1%00.0%不變–
DISWalt Disney CoStock172$1.67 萬<0.1%−1,334−88.6%減碼歷史
SJMJ M SMUCKER CoStock173$1.67 萬<0.1%+2+1.2%加碼歷史
LHLabcorp Holdings Inc.Stock65$1.73 萬<0.1%00.0%不變歷史
LHXL3HARRIS Technologies, Inc.Stock50$1.75 萬<0.1%−20−28.6%減碼歷史
DOVDOVER CorpCOM84$1.75 萬<0.1%00.0%不變歷史
NVSNovartis AGADR114$1.75 萬<0.1%+2+1.8%加碼歷史
iShares Tr464288794US BR DEL SE ETF107$1.76 萬<0.1%+98+1,088.9%加碼–
BROBrown & Brown, Inc.Stock271$1.77 萬<0.1%00.0%不變歷史
IIMInvesco Value Municipal Income TrustCOM1,473$1.79 萬<0.1%00.0%不變歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF138$1.83 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V852DORSEY WRIGHT HE374$1.83 萬<0.1%00.0%不變–
CCitigroup IncStock162$1.84 萬<0.1%−6−3.6%減碼歷史
GWWW.W. Grainger, Inc.Stock17$1.86 萬<0.1%00.0%不變歷史
BABoeing CoStock95$1.89 萬<0.1%−66−41.0%減碼歷史
MELIMercadolibre IncCOM11$1.90 萬<0.1%00.0%不變歷史
PHMPultegroup IncCOM162$1.91 萬<0.1%−44−21.4%減碼歷史
U.S. Global Jets ETF26922A842ETF782$1.93 萬<0.1%00.0%不變–
WTRGEssential Utilities, Inc.COM480$1.94 萬<0.1%+1+0.2%加碼歷史
GLWCorning IncCOM145$1.97 萬<0.1%−150−50.8%減碼歷史
PANWPalo Alto Networks IncStock124$1.99 萬<0.1%00.0%不變歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD1,155$2.00 萬<0.1%+862+294.2%加碼–
TSMTaiwan Semiconductor Manufacturing Co LtdADR60$2.04 萬<0.1%00.0%不變歷史

2025 年第 4 季之後清倉（107 檔）

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 107 檔。

Darwin Advisors, LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
Vanguard Morningstar Large-Cap ETF922908637ETF345$10.9 萬<0.1%–
First Tr Exchng Traded FD VI33740F847FT VEST US EQT843$4.62 萬<0.1%–
Invesco Exchange Traded FD T46137V845DORSEY WRGT INDS244$4.26 萬<0.1%–
Vanguard Morningstar Mid-Cap ETF922908629ETF123$3.57 萬<0.1%–
Invesco Exchange Traded FD T46137V860DWA FINL MUMT598$3.45 萬<0.1%–
Invesco Exchange Traded FD T46137V704DORSEY WRGT BASC285$3.14 萬<0.1%–
MSTRStrategy IncStock190$2.89 萬<0.1%歷史
PWRQuanta Services, Inc.COM67$2.86 萬<0.1%歷史
FIXComfort Systems USA IncCOM30$2.80 萬<0.1%歷史
EMEEMCOR Group, Inc.Stock45$2.75 萬<0.1%歷史
WisdomTree Tr97717X578EM EX ST-OWNED628$2.45 萬<0.1%–
TRGPTarga Resources Corp.COM123$2.28 萬<0.1%歷史
APPAppLovin CorpCOM CL A30$2.02 萬<0.1%歷史
CPNGCoupang, Inc.CL A800$1.89 萬<0.1%歷史
KGCKinross Gold CorpCOM650$1.83 萬<0.1%歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW225$1.71 萬<0.1%歷史
AEMAgnico Eagle Mines LtdStock100$1.70 萬<0.1%歷史
HESMHess Midstream LPCL A SHS483$1.67 萬<0.1%歷史
CRSCarpenter Technology CorpCOM50$1.57 萬<0.1%歷史
CRWDCrowdStrike Holdings, Inc.Stock33$1.55 萬<0.1%歷史
AGIAlamos Gold IncStock400$1.54 萬<0.1%歷史
SILASila Realty Trust, Inc.COMMON STOCK630$1.47 萬<0.1%歷史
MPLXMPLX LPCOM UNIT REP LTD240$1.28 萬<0.1%歷史
ARGXArgenx SESPONSORED ADR15$1.26 萬<0.1%歷史
Schwab International Small-Cap Equity ETF808524888ETF266$1.21 萬<0.1%–
WPMWheaton Precious Metals Corp.COM100$1.18 萬<0.1%歷史
SMCISuper Micro Computer, Inc.Stock400$1.17 萬<0.1%歷史
EXELExelixis, Inc.COM265$1.16 萬<0.1%歷史
ESLTElbit Systems LtdStock20$1.16 萬<0.1%歷史
Global X FDS37954Y814FINTECH ETF392$1.15 萬<0.1%–
HOODRobinhood Markets, Inc.Stock100$1.13 萬<0.1%歷史
POWLPowell Industries IncStock35$1.12 萬<0.1%歷史
STXSeagate Technology Holdings plcORD SHS40$1.10 萬<0.1%歷史
GWREGuidewire Software, Inc.COM50$1.00 萬<0.1%歷史
LEUCentrus Energy CorpStock40$9,710<0.1%歷史
VSTVistra Corp.Stock60$9,679<0.1%歷史
GOFGuggenheim Strategic Opportunities FundCOM SBI750$9,660<0.1%歷史
SPDR Index Shs FDS78463X756ST MARKE CAP ETF144$9,454<0.1%–
CAHCardinal Health IncStock46$9,453<0.1%歷史
PSIXPower Solutions International, Inc.Stock150$8,571<0.1%歷史
UIUbiquiti Inc.COM15$8,300<0.1%歷史
NSLRNeostellar Capital Corp.COM NEW850$8,024<0.1%歷史
IDCCInterDigital, Inc.COM25$7,959<0.1%歷史
SESea LtdSPONSORD ADS60$7,654<0.1%歷史
TTMITTM Technologies IncCOM110$7,590<0.1%歷史
SYMSymbotic Inc.Stock125$7,437<0.1%歷史
SLBSLB LimitedStock183$7,023<0.1%歷史
WisdomTree Tr97717Y527FLOATNG RAT TREA135$6,793<0.1%–
SEZLSezzle Inc.COM100$6,347<0.1%歷史
BEBloom Energy CorpCOM CL A70$6,082<0.1%歷史
NNENano Nuclear Energy Inc.COM250$6,002<0.1%歷史
Ea Series Trust02072L722STRI US ENER ETF208$5,934<0.1%–
MPMP Materials Corp.COM CL A115$5,809<0.1%歷史
MINDMind Technology, IncCOM NEW650$5,713<0.1%歷史
SKYTSkyWater Technology, LLCCOM300$5,448<0.1%歷史
NXTNextpower Inc.Stock60$5,226<0.1%歷史
IOTSamsara Inc.Stock125$4,431<0.1%歷史
NOCNorthrop Grumman CorpStock7$3,991<0.1%歷史
AMPAmeriprise Financial IncCOM7$3,852<0.1%歷史
Global X FDS37954Y293GLB X MLP ENRG I63$3,813<0.1%–
Vanguard Intl Equity Index F922042676GLB EX US ETF80$3,667<0.1%–
RABrookfield Real Assets Income Fund Inc.SHS BEN INT260$3,369<0.1%歷史
PDIPIMCO Dynamic Income FundSHS184$3,258<0.1%歷史
TGNATegna IncCOM83$1,614<0.1%歷史
First Tr Exchange-Traded FD33733E831INDXX AEROSPACE32$1,369<0.1%–
First Trust Financials Alphadex Fund33734X135ETF22$1,327<0.1%–
First Tr Exchange-Traded FD33734X184UTILITIES ALPH29$1,305<0.1%–
First Tr Exchange Traded FD33738R811NASDQ SEMCNDTR9$1,165<0.1%–
AXPAmerican Express CoStock3$1,109<0.1%歷史
AERAerCap Holdings N.V.SHS7$1,006<0.1%歷史
TMETencent Music Entertainment GroupSPON ADS50$876<0.1%歷史
EBAYeBay IncCOM10$871<0.1%歷史
USFDUS Foods Holding Corp.COM11$828<0.1%歷史
FSLRFirst Solar, Inc.Stock3$783<0.1%歷史
First Tr Exchange-Traded Alp33737M102MID CP GR ALPH8$729<0.1%–
First Tr Exchange-Traded Alp33734K109COM SHS6$711<0.1%–
CSIQCanadian Solar Inc.COM28$665<0.1%歷史
BXSLBlackstone Secured Lending FundCOMMON STOCK25$658<0.1%歷史
First Tr Exchange-Traded Alp33735K108COM SHS4$639<0.1%–
EQTEQT CorpStock11$589<0.1%歷史
BWABorgwarner IncCOM12$540<0.1%歷史
TXTTextron IncCOM6$523<0.1%歷史
Alps ETF Tr00162Q452ALERIAN MLP11$517<0.1%–
AEPAmerican Electric Power Co IncStock4$461<0.1%歷史
BHFBrighthouse Financial, Inc.COM7$453<0.1%歷史
CALYCallaway Golf CoCOM34$396<0.1%歷史
CROXCrocs, Inc.COM4$342<0.1%歷史
PAYCPaycom Software, Inc.Stock2$318<0.1%歷史
Schwab US Tips ETF808524870ETF12$317<0.1%–
CMECME Group Inc.COM1$273<0.1%歷史
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF3$258<0.1%–
PSXPhillips 66Stock2$258<0.1%歷史
iShares Inc464286533MSCI EMERG MRKT4$256<0.1%–
iShares Tr46435G474FALN ANGLS USD9$245<0.1%–
SPDR Series Trust78464A151SST SPDR BLOOMBE7$224<0.1%–
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF10$213<0.1%–
First Tr Exch TRD Alphdx FD33737J141CHINA ALPHADEX6$169<0.1%–
First Tr Exch TRD Alphdx FD33737J224UNIT KING ALPH3$152<0.1%–
Vanguard Emerging Markets Government Bond ETF921946885ETF2$134<0.1%–
First Tr Exch TRD Alphdx FD33737J190GERMANY ALPHA2$124<0.1%–