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Darwin Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Darwin Advisors, LLC
报告期 2026-03-31 · CIK 0001663224
持仓数
604
前50大市值合计
$241.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
21Q4
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 24
增持 20
减持 95
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
FNDX
SCHWAB STRATEGIC TR
-$7.0M
11,778
-92%
减持
DEED
FIRST TR EXCHNG TRADED FD VI
-$5.2M
442,145
-38%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$5.0M
271,936
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+59%
增持
IVV
ISHARES TR
+$3.3M
28,817
+30%
减持
XLK
SELECT SECTOR SPDR TR
-$3.0M
90,174
-26%
增持
IWY
ISHARES TR
+$2.9M
34,082
+205%
增持
XLV
SELECT SECTOR SPDR TR
+$2.6M
58,047
+39%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$2.5M
0
-100%
清仓
MNA
INDEXIQ ETF TR
-$2.2M
0
-100%
增持
PHDG
INVESCO ACTIVELY MANAGED ETF
+$2.1M
206,316
+51%
减持
MGK
VANGUARD WORLD FD
-$2.0M
72,229
-16%
建仓
FTV
FORTIVE CORP
+$2.0M
29,377
增持
XLP
SELECT SECTOR SPDR TR
+$2.0M
68,707
+48%
减持
XLY
SELECT SECTOR SPDR TR
-$1.9M
27,960
-33%
清仓
XLB
SELECT SECTOR SPDR TR
-$1.9M
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$1.8M
29,246
-47%
减持
LLY
LILLY ELI & CO
-$1.7M
1,454
-79%
清仓
ULTA
ULTA BEAUTY INC
-$1.6M
0
-100%
建仓
TJX
TJX COS INC NEW
+$1.6M
19,885
增持
UNH
UNITEDHEALTH GROUP INC
+$1.5M
4,208
+321%
建仓
MRK
MERCK & CO INC
+$1.5M
13,624
建仓
ADI
ANALOG DEVICES INC
+$1.4M
8,395
减持
PRU
PRUDENTIAL FINL INC
-$1.4M
11,922
-56%
减持
IWO
ISHARES TR
-$1.3M
1,741
-79%
增持
DSTL
ETF SER SOLUTIONS
+$1.3M
37,672
+409%
减持
XLF
SELECT SECTOR SPDR TR
-$1.2M
32,510
-57%
减持
AAPL
APPLE INC
-$1.1M
67,771
-6%
减持
CMCSA
COMCAST CORP NEW
-$1.1M
34,701
-55%
增持
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$993.6K
33,514
+31%
增持
IJR
ISHARES TR
+$946.7K
30,458
+30%
减持
—
TWO RDS SHARED TR
-$911.5K
2,106,881
-7%
清仓
PSA
PUBLIC STORAGE
-$910.0K
0
-100%
减持
AMZN
AMAZON COM INC
-$901.6K
38,314
-6%
减持
XLC
SELECT SECTOR SPDR TR
-$882.8K
18,305
-51%
减持
HON
HONEYWELL INTL INC
-$878.7K
14,511
-36%
减持
SGOL
ABRDN GOLD ETF TRUST
-$878.0K
199,350
-31%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$861.2K
215,315
-8%
减持
SRLN
SSGA ACTIVE ETF TR
-$853.9K
357,390
-8%
减持
CSCO
CISCO SYS INC
-$841.4K
49,420
-37%
建仓
DE
DEERE & CO
+$779.5K
1,773
减持
IYW
ISHARES TR
-$723.3K
38,213
-24%
减持
MSFT
MICROSOFT CORP
-$594.8K
18,711
-12%
减持
SHY
ISHARES TR
-$534.1K
10,006
-40%
减持
—
EXXON MOBIL CORP
-$455.1K
4,188
-55%
减持
EFA
ISHARES TR
+$451.0K
120,417
-14%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$401.2K
607,130
-6%
建仓
GLD
SPDR GOLD TR
+$398.8K
2,231
减持
AVGO
BROADCOM INC
-$393.1K
387
-73%
减持
QCOM
QUALCOMM INC
-$375.2K
11,018
-28%
清仓
META
META PLATFORMS INC
-$369.0K
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$354.9K
4,975
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$350.8K
251,969
-3%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$348.2K
45,179
-18%
建仓
ITA
ISHARES TR
+$322.0K
2,866
增持
AMD
ADVANCED MICRO DEVICES INC
+$321.9K
16,548
+12%
减持
TIP
ISHARES TR
-$321.5K
2,982
-51%
减持
—
LAM RESEARCH CORP
+$320.4K
2,217
-4%
建仓
GDXJ
VANECK ETF TRUST
+$309.9K
7,672
建仓
GDX
VANECK ETF TRUST
+$309.8K
9,489
建仓
SLV
ISHARES SILVER TR
+$307.9K
13,789
建仓
—
ETF MANAGERS TR
+$306.7K
26,192
建仓
SIL
GLOBAL X FDS
+$306.5K
9,811
建仓
ENZL
ISHARES TR
+$304.0K
6,016
建仓
USDU
WISDOMTREE TR
+$298.5K
11,646
减持
EEM
ISHARES TR
+$296.1K
98,986
-8%
建仓
EWH
ISHARES INC
+$295.6K
13,387
建仓
PPLT
ABRDN PLATINUM ETF TRUST
+$294.8K
2,977
建仓
TUR
ISHARES INC
+$293.7K
8,754
建仓
BTAL
AGF INVTS TR
+$290.4K
14,212
清仓
PHYS
SPROTT PHYSICAL GOLD TR
-$289.0K
0
-100%
减持
GLOF
ISHARES TR
-$285.9K
82,135
-18%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$285.1K
10,616
+55%
减持
—
INVESCO EXCHANGE TRADED FD T
+$282.9K
183,546
-4%
减持
IWP
ISHARES TR
-$282.6K
32,955
-17%
减持
HD
HOME DEPOT INC
+$260.8K
8,248
-6%
清仓
IVE
ISHARES TR
-$256.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$253.5K
11,019
-1%
减持
GOOGL
ALPHABET INC
-$250.6K
28,022
-1%
建仓
AMAT
APPLIED MATLS INC
+$244.1K
2,220
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$242.7K
5,902
建仓
GE
GENERAL ELECTRIC CO
+$237.9K
2,967
减持
MCO
MOODYS CORP
+$229.3K
7,628
-15%
清仓
MCD
MCDONALDS CORP
-$227.0K
0
-100%
清仓
FPEI
FIRST TR EXCH TRADED FD III
-$224.0K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$213.1K
18,380
-18%
建仓
MA
MASTERCARD INCORPORATED
+$211.5K
563
建仓
WMT
WALMART INC
+$208.2K
1,433
减持
PG
PROCTER AND GAMBLE CO
+$179.7K
36,226
-13%
增持
PAYX
PAYCHEX INC
+$167.9K
6,059
+21%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$159.3K
3,692
-3%
减持
BYLD
ISHARES TR
-$158.3K
178,377
-8%
清仓
PCN
PIMCO CORPORATE & INCM STRG
-$155.0K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$154.5K
6,809
-2%
增持
ITW
ILLINOIS TOOL WKS INC
+$149.7K
3,523
+0%
减持
KO
COCA COLA CO
-$148.5K
18,712
-20%
减持
INTU
INTUIT
-$144.5K
3,702
-7%
减持
GOOG
ALPHABET INC
-$137.0K
8,006
-8%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$136.6K
77,163
-7%
减持
—
ETF SER SOLUTIONS
-$132.8K
83,761
-7%
减持
QAI
INDEXIQ ETF TR
-$130.7K
352,924
-6%
减持
BLV
VANGUARD BD INDEX FDS
-$125.7K
12,427
-20%
减持
VTI
VANGUARD INDEX FDS
-$122.8K
1,656
-33%
增持
SWAN
AMPLIFY ETF TR
+$121.5K
90,183
+1%
减持
JNJ
JOHNSON & JOHNSON
-$120.8K
3,167
-21%
减持
PYPL
PAYPAL HLDGS INC
-$109.5K
12,274
-4%
减持
COST
COSTCO WHSL CORP NEW
-$104.1K
3,785
-9%
减持
SCHO
SCHWAB STRATEGIC TR
-$95.8K
4,557
-31%
减持
IWD
ISHARES TR
+$95.0K
7,982
-4%
减持
TLT
ISHARES TR
-$92.7K
2,823
-30%
减持
—
FIRST TR BICK INDEX FD
-$89.7K
41,071
-18%
减持
NVDA
NVIDIA CORPORATION
-$88.6K
9,594
-33%
减持
BND
VANGUARD BD INDEX FDS
-$88.4K
8,363
-17%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$86.3K
416,323
-5%
增持
UPS
UNITED PARCEL SERVICE INC
+$81.8K
4,605
+0%
减持
TMUS
T-MOBILE US INC
-$81.2K
8,717
-16%
增持
TSLA
TESLA INC
-$79.5K
11,181
+69%
减持
V
VISA INC
+$71.9K
2,443
-4%
减持
DIS
DISNEY WALT CO
-$70.4K
2,300
-25%
减持
SQ
BLOCK INC
+$69.7K
6,946
-9%
增持
GVI
ISHARES TR
+$64.8K
4,566
+12%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$63.2K
74,840
+2%
减持
JPM
JPMORGAN CHASE & CO
+$59.8K
2,460
-2%
减持
AGGY
WISDOMTREE TR
-$59.1K
4,810
-26%
减持
OEF
ISHARES TR
-$52.5K
11,936
-8%
减持
ANGL
VANECK ETF TRUST
-$50.4K
212,041
-7%
减持
XLRE
SELECT SECTOR SPDR TR
+$49.8K
13,393
-2%
减持
BIL
SPDR SER TR
-$49.6K
3,924
-12%
减持
T
AT&T INC
+$49.4K
15,571
-6%
减持
SPY
SPDR S&P 500 ETF TR
+$48.4K
1,770
-1%
减持
IVW
ISHARES TR
-$47.7K
5,908
-14%
减持
SBUX
STARBUCKS CORP
+$47.4K
2,717
-1%
减持
AOK
ISHARES TR
-$44.5K
30,244
-11%
减持
LMT
LOCKHEED MARTIN CORP
+$43.4K
1,790
-7%
减持
ABBV
ABBVIE INC
-$43.2K
1,939
-18%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$36.5K
1,097
-21%
减持
DSU
BLACKROCK DEBT STRATEGIES FD
-$34.5K
10,935
-30%
减持
SPAB
SPDR SER TR
-$34.0K
15,574
-12%
减持
QQQ
INVESCO QQQ TR
+$33.6K
69,850
-4%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$32.6K
1,886
-7%
减持
IWF
ISHARES TR
+$32.6K
5,301
-2%
减持
NOBL
PROSHARES TR
-$30.5K
10,837
-14%
减持
SPYG
SPDR SER TR
-$30.4K
194,984
-3%
减持
MTUM
ISHARES TR
+$28.7K
3,437
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$25.0K
447
-2%
减持
LOW
LOWES COS INC
+$24.9K
2,215
-3%
减持
LGLV
SPDR SER TR
-$23.4K
7,252
-12%
增持
FIS
FIDELITY NATL INFORMATION SV
-$22.7K
3,115
+0%
减持
SNPS
SYNOPSYS INC
+$22.4K
2,575
-11%
减持
IWM
ISHARES TR
+$17.5K
1,435
-1%
减持
PFE
PFIZER INC
+$16.5K
5,696
-3%