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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
SNDASonida Senior Living, Inc.COM1,963$6.33 萬<0.1%+1,963新進歷史
WMWaste Management IncStock291$6.71 萬<0.1%−127−30.4%減碼歷史
UNPUnion Pacific CorpStock280$6.80 萬<0.1%00.0%不變歷史
First Tr Exchange Traded FD33738R688S&P INTL DIVID3,263$6.83 萬<0.1%+21+0.6%加碼–
iShares Core MSCI Eafe ETF46432F842ETF756$6.84 萬<0.1%+247+48.5%加碼–
Vanguard Morningstar Growth ETF922908736ETF157$6.86 萬<0.1%00.0%不變–
AAAUGoldman Sachs Physical Gold ETFUNIT1,485$6.86 萬<0.1%−568−27.7%減碼歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF2,693$6.90 萬<0.1%+7+0.3%加碼–
AWKAmerican Water Works Company, Inc.Stock507$6.91 萬<0.1%+2+0.4%加碼歷史
First Tr Exchange Traded FD33738R118NASD TECH DIV738$6.92 萬<0.1%+2+0.3%加碼–
iShares Tr4642874571 3 YR TREAS BD852$7.04 萬<0.1%+5+0.6%加碼–
AZOAutoZone IncCOM22$7.43 萬<0.1%+1+4.8%加碼歷史
DEDeere & CoStock133$7.49 萬<0.1%00.0%不變歷史
ANETArista Networks, Inc.Stock611$7.50 萬<0.1%−1−0.2%減碼歷史
PMPhilip Morris International Inc.Stock458$7.58 萬<0.1%+2+0.4%加碼歷史
PLTRPalantir Technologies Inc.Stock535$7.83 萬<0.1%−200−27.2%減碼歷史
ORealty Income CorpREIT1,304$7.98 萬<0.1%+25+2.0%加碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1181$8.40 萬<0.1%+1+0.6%加碼歷史
First Tr Exchng Traded FD VI33740U307FT VEST US EQT1,718$8.65 萬<0.1%−4,051−70.2%減碼–
ABXAbacus Global Management, Inc.CL A11,474$9.04 萬<0.1%00.0%不變歷史
NEENextera Energy IncStock986$9.17 萬<0.1%+4+0.4%加碼歷史
Fidelity Comwlth Tr315912808NASDAQ COMPSIT1,083$9.20 萬<0.1%00.0%不變–
iShares Russell Mid-Cap Growth ETF464287481ETF724$9.29 萬<0.1%−36−4.7%減碼–
DSUBlackRock Debt Strategies Fund, Inc.COM NEW9,776$9.38 萬<0.1%00.0%不變歷史
CVXChevron CorpStock453$9.38 萬<0.1%00.0%不變歷史
SCHWSchwab Charles CorpStock1,039$9.77 萬<0.1%00.0%不變歷史
VanEck ETF Trust92189F429PREFERRED SECURT5,634$9.88 萬<0.1%+400+7.6%加碼–
iShares Tr464289875CORE 40 MODE ETF2,097$9.94 萬<0.1%−294−12.3%減碼–
SBUXStarbucks CorpStock1,115$10.0 萬<0.1%−452−28.8%減碼歷史
PEGPublic Service Enterprise Group IncCOM1,235$10.0 萬<0.1%+1,235新進歷史
VanEck ETF Trust92189F437FALLEN ANGEL HG3,508$10.1 萬<0.1%−837−19.3%減碼–
Fidelity Covington Trust316092832DIVID ETF RISI1,768$10.4 萬<0.1%+10+0.6%加碼–
BACBank of America CorpStock2,147$10.5 萬<0.1%+12+0.6%加碼歷史
IBMInternational Business Machines CorpStock432$10.5 萬<0.1%+2+0.5%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF1,057$10.5 萬<0.1%+2+0.2%加碼–
CTASCintas CorpStock634$10.7 萬<0.1%00.0%不變歷史
Vanguard High Dividend Yield Index ETF921946406ETF724$10.7 萬<0.1%+2+0.3%加碼–
iShares S&P 500 Value ETF464287408ETF516$10.9 萬<0.1%+1+0.2%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF1,628$11.0 萬<0.1%+3+0.2%加碼–
WisdomTree Tr97717X669US QTLY DIV GRT1,354$11.9 萬<0.1%+4+0.3%加碼–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF2,115$12.0 萬<0.1%+8+0.4%加碼–
First Tr Exchange Traded FD33738R738FIRST TRUST S&P3,380$12.2 萬<0.1%00.0%不變–
XOMExxonMobil Holdings CorpCOM727$12.3 萬<0.1%+12+1.7%加碼歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF1,350$12.4 萬<0.1%+4+0.3%加碼–
iShares Tr464288513IBOXX HI YD ETF1,560$12.4 萬<0.1%+116+8.0%加碼–
BBarrick Mining CorpStock3,158$12.9 萬<0.1%+2,908+1,163.2%加碼歷史
PEPPepsiCo IncStock842$13.1 萬<0.1%−20−2.3%減碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL1,842$13.5 萬<0.1%−132−6.7%減碼–
First Tr Exchange-Traded FD33734H106SHS2,966$14.0 萬<0.1%+11+0.4%加碼–
Vanguard Total Bond Market ETF921937835ETF1,899$14.0 萬<0.1%+487+34.5%加碼–
iShares Tr464288281JPMORGAN USD EMG1,499$14.1 萬<0.1%+707+89.3%加碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF1,867$14.3 萬<0.1%+3+0.2%加碼–
First Tr Exchng Traded FD VI33740U109TCW SECURITIZED6,806$14.5 萬<0.1%+23+0.3%加碼–
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF673$14.5 萬<0.1%−1−0.1%減碼–
iShares Russell 2000 ETF464287655ETF595$14.8 萬<0.1%+27+4.8%加碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF2,469$15.1 萬<0.1%−39,174−94.1%減碼–
First Tr Exchng Traded FD VI33740F862FT VEST US EQT2,962$15.3 萬<0.1%−5,540−65.2%減碼–
CCLCarnival Corp Ltd.UNIT 99/99/99996,239$16.1 萬0.1%+17+0.3%加碼歷史
First Trust Dow Jones Internet Index Fund33733E302ETF703$16.5 萬0.1%−4−0.6%減碼–
LMTLockheed Martin CorpStock281$17.0 萬0.1%−3−1.1%減碼歷史
CATCaterpillar IncStock247$17.5 萬0.1%00.0%不變歷史
MCDMcDonalds CorpStock566$17.6 萬0.1%+4+0.7%加碼歷史
PGProcter & Gamble CoStock1,222$17.7 萬0.1%−38−3.0%減碼歷史
AMGNAmgen IncStock522$18.4 萬0.1%+13+2.6%加碼歷史
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM1,647$18.5 萬0.1%+1+0.1%加碼–
MDYSPDR S&P Midcap 400 ETF TrustETF305$18.8 萬0.1%+1+0.3%加碼歷史
iShares Tr4642886613 7 YR TREAS BD1,610$19.1 萬0.1%−45,021−96.5%減碼–
BRK.BBerkshire Hathaway IncStock404$19.4 萬0.1%+404新進歷史
ISRGIntuitive Surgical IncCOM NEW421$19.4 萬0.1%+48+12.9%加碼歷史
First Tr Exchange-Traded FD336917109SHS3,888$19.8 萬0.1%−37−0.9%減碼–
Fidelity Covington Trust316092824LOW VOLITY ETF3,095$20.0 萬0.1%+13+0.4%加碼–
iShares Russell Midcap ETF464287499ETF2,128$20.7 萬0.1%+842+65.5%加碼–
First Tr Exchng Traded FD VI33740U653FT VEST US EQT5,843$22.6 萬0.1%−6,240−51.6%減碼–
ACNAccenture plcStock1,148$22.8 萬0.1%+245+27.1%加碼歷史
SPGIS&P Global Inc.Stock564$24.0 萬0.1%+67+13.5%加碼歷史
VanEck ETF Trust92189H656AA BB CLO ETF4,894$24.5 萬0.1%−154,559−96.9%減碼–
NOWServiceNow, Inc.Stock2,345$24.5 萬0.1%+1,090+86.9%加碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF1,027$24.7 萬0.1%+4+0.4%加碼–
iShares Core S&P 500 ETF464287200ETF384$25.1 萬0.1%−23−5.7%減碼–
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF2,374$25.5 萬0.1%+144+6.5%加碼–
FLEXFlex Ltd.Stock3,912$25.6 萬0.1%+3,912新進歷史
DRIDarden Restaurants IncCOM1,367$26.8 萬0.1%+1,345+6,113.6%加碼歷史
TAT&T Inc.Stock9,445$27.4 萬0.1%+6+0.1%加碼歷史
LSCCLattice Semiconductor CorpCOM2,952$27.4 萬0.1%+2,952新進歷史
DUKDuke Energy CORPStock2,093$27.4 萬0.1%+15+0.7%加碼歷史
TSLATesla, Inc.Stock759$28.2 萬0.1%−82−9.8%減碼歷史
ITWIllinois Tool Works IncStock1,103$28.7 萬0.1%+7+0.6%加碼歷史
WMTWalmart Inc.Stock2,350$29.2 萬0.1%−14,246−85.8%減碼歷史
LLYEli Lilly & CoStock335$30.9 萬0.1%−36−9.7%減碼歷史
TMUST-Mobile US, Inc.Stock1,552$32.6 萬0.1%+6+0.4%加碼歷史
Vanguard S&P 500 ETF922908363ETF550$32.9 萬0.1%00.0%不變–
iShares Tr464289883CORE 30 70 ETF8,566$34.2 萬0.1%+22+0.3%加碼–
LOWLowes Companies IncStock1,456$34.4 萬0.1%−698−32.4%減碼歷史
Fidelity Covington Trust316092816MOMENTUM FACTR4,335$34.7 萬0.1%+4+0.1%加碼–
ProShares Tr74348A467S&P 500 DV ARIST3,285$34.8 萬0.1%+7+0.2%加碼–
RJFRaymond James Financial IncCOM2,441$35.4 萬0.1%+8+0.3%加碼歷史
SGOLabrdn Gold ETF TrustETF8,277$36.9 萬0.1%−144−1.7%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF3,019$37.5 萬0.1%−211−6.5%減碼–
Schwab Fundamental U.S. Large Company ETF808524771ETF13,498$37.6 萬0.1%−1,982−12.8%減碼–
ABBVAbbVie Inc.Stock1,729$37.6 萬0.1%+124+7.7%加碼歷史

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%–