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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 150 项减持 150

方向

标的

Δ市值

现股数(环比)

减持

— TWO RDS SHARED TR

-$12.3M

1,339,828 -50%

减持

EFA ISHARES TR

-$11.5M

152,233 -50%

减持

MGK VANGUARD WORLD FD

-$11.5M

33,362 -50%

减持

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。

UCON FIRST TR EXCHNG TRADED FD VI

减持

LMBS FIRST TR EXCHANGE-TRADED FD

-$9.2M

188,450 -50%

减持

CLOI VANECK ETF TRUST

-$8.8M

166,431 -50%

减持

XLK SELECT SECTOR SPDR TR

-$8.6M

36,978 -50%

减持

QQQ INVESCO QQQ TR

-$8.4M

16,432 -50%

减持

EMXC ISHARES INC

-$7.5M

134,850 -50%

减持

BOND PIMCO ETF TR

-$6.9M

76,319 -50%

减持

QQEW FIRST TR NAS100 EQ WEIGHTED

-$6.2M

49,534 -50%

减持

CLOB VANECK ETF TRUST

-$5.9M

116,582 -50%

减持

IEI ISHARES TR

-$5.6M

48,429 -50%

减持

QAI NEW YORK LIFE INVESTMENTS ET

-$5.4M

171,146 -50%

减持

AAPL APPLE INC

-$5.2M

20,840 -50%

减持

AMZN AMAZON COM INC

-$5.1M

23,274 -50%

减持

FTGC FIRST TR EXCHANGE TRAD FD VI

-$4.8M

201,314 -50%

减持

SPYG SPDR SER TR

-$4.7M

53,289 -50%

减持

XLC SELECT SECTOR SPDR TR

-$4.5M

46,826 -50%

减持

ANGL VANECK ETF TRUST

-$4.1M

144,194 -50%

减持

XLF SELECT SECTOR SPDR TR

-$4.0M

83,692 -50%

减持

MSFT MICROSOFT CORP

-$3.9M

9,360 -50%

减持

IWF ISHARES TR

-$3.9M

9,651 -50%

减持

IFLN INVESCO EXCH TRADED FD TR II

-$3.9M

213,858 -50%

减持

IWY ISHARES TR

-$3.7M

15,582 -50%

减持

DSTL ETF SER SOLUTIONS

-$3.6M

65,680 -50%

减持

FIXD FIRST TR EXCHNG TRADED FD VI

-$3.5M

81,131 -50%

减持

GOOGL ALPHABET INC

-$3.4M

17,818 -50%

减持

MOAT VANECK ETF TRUST

-$3.2M

34,906 -50%

减持

SDVY FIRST TR EXCHANGE-TRADED FD

-$3.1M

85,464 -50%

减持

XLV SELECT SECTOR SPDR TR

-$3.0M

21,873 -50%

减持

AVGO BROADCOM INC

-$2.9M

12,662 -50%

减持

HYLS FIRST TR EXCHANGE-TRADED FD

-$2.7M

66,151 -50%

减持

NVDA NVIDIA CORPORATION

-$2.6M

19,135 -50%

减持

ADI ANALOG DEVICES INC

-$2.5M

11,914 -50%

减持

WDAY WORKDAY INC

-$2.4M

9,254 -50%

减持

PHDG INVESCO ACTIVELY MANAGED EXC

-$2.3M

62,364 -50%

减持

XLY SELECT SECTOR SPDR TR

-$2.3M

10,226 -50%

减持

V VISA INC

-$2.3M

7,177 -50%

减持

TMUS T-MOBILE US INC

-$2.2M

9,974 -50%

减持

INTU INTUIT

-$2.2M

3,421 -50%

减持

— EATON CORP PLC

-$2.1M

6,474 -50%

减持

PG PROCTER AND GAMBLE CO

-$2.1M

12,758 -50%

减持

XLI SELECT SECTOR SPDR TR

-$2.0M

15,136 -50%

减持

LRCX LAM RESEARCH CORP

-$1.9M

26,642 -50%

减持

FTLS FIRST TR EXCH TRADED FD III

-$1.9M

29,126 -50%

减持

HD HOME DEPOT INC

-$1.9M

4,849 -50%

减持

TJX TJX COS INC NEW

-$1.9M

15,492 -50%

减持

HFND TIDAL ETF TR

-$1.8M

84,247 -50%

减持

WMT WALMART INC

-$1.8M

20,019 -50%

减持

FTCS FIRST TR EXCHANGE-TRADED FD

-$1.8M

20,080 -50%

减持

QCOM QUALCOMM INC

-$1.8M

11,449 -50%

减持

XLE SELECT SECTOR SPDR TR

-$1.6M

18,804 -50%

减持

GLOF ISHARES TR

-$1.6M

36,364 -50%

减持

BSX BOSTON SCIENTIFIC CORP

-$1.6M

17,637 -50%

减持

RDVY FIRST TR EXCHANGE-TRADED FD

-$1.5M

25,829 -50%

减持

OEF ISHARES TR

-$1.5M

5,211 -50%

减持

ITA ISHARES TR

-$1.5M

10,065 -50%

减持

RSP INVESCO EXCHANGE TRADED FD T

-$1.5M

8,325 -50%

减持

UBER UBER TECHNOLOGIES INC

-$1.3M

22,312 -50%

减持

ON ON SEMICONDUCTOR CORP

-$1.3M

21,203 -50%

减持

PHM PULTE GROUP INC

-$1.3M

11,496 -50%

减持

DYN DYNE THERAPEUTICS INC

-$1.2M

52,090 -50%

减持

VRT VERTIV HOLDINGS CO

-$1.2M

10,348 -50%

减持

XLP SELECT SECTOR SPDR TR

-$1.2M

14,918 -50%

减持

ADBE ADOBE INC

-$1.2M

2,622 -50%

减持

KO COCA COLA CO

-$1.1M

18,228 -50%

减持

CMCSA COMCAST CORP NEW

-$1.1M

29,726 -50%

减持

KKR KKR & CO INC

-$1.1M

7,383 -50%

减持

FVAL FIDELITY COVINGTON TRUST

-$1.1M

17,579 -50%

减持

XME SPDR SER TR

-$1.1M

19,049 -50%

减持

AMD ADVANCED MICRO DEVICES INC

-$1.0M

8,621 -50%

减持

FISV FISERV INC

-$969.9K

4,721 -50%

减持

FTSM FIRST TR EXCHANGE-TRADED FD

-$949.0K

15,877 -50%

减持

ITW ILLINOIS TOOL WKS INC

-$921.6K

3,634 -50%

减持

SRLN SSGA ACTIVE ETF TR

-$910.2K

21,811 -50%

减持

GVI ISHARES TR

-$899.2K

8,627 -50%

减持

PSP INVESCO EXCHANGE TRADED FD T

-$875.5K

13,112 -50%

减持

NFLX NETFLIX INC

-$833.4K

935 -50%

减持

GOOG ALPHABET INC

-$820.3K

4,307 -50%

减持

FAUG FIRST TR EXCHNG TRADED FD VI

-$760.8K

16,347 -50%

减持

RTX RTX CORPORATION

-$759.8K

6,565 -50%

减持

FSIG FIRST TR EXCHANGE-TRADED FD

-$748.8K

39,681 -50%

减持

IWD ISHARES TR

-$727.5K

3,929 -50%

减持

FSEP FIRST TR EXCHNG TRADED FD VI

-$676.2K

14,798 -50%

减持

SPY SPDR S&P 500 ETF TR

-$666.0K

1,136 -50%

减持

PTF INVESCO EXCHANGE TRADED FD T

-$653.0K

9,000 -50%

减持

UPS UNITED PARCEL SERVICE INC

-$618.9K

4,908 -50%

减持

BLV VANGUARD BD INDEX FDS

-$591.5K

8,644 -50%

减持

VIG VANGUARD SPECIALIZED FUNDS

-$560.7K

2,863 -50%

减持

HON HONEYWELL INTL INC

-$553.0K

2,448 -50%

减持

LOW LOWES COS INC

-$506.4K

2,051 -50%

减持

UNH UNITEDHEALTH GROUP INC

-$485.4K

959 -50%

减持

COST COSTCO WHSL CORP NEW

-$473.6K

516 -50%

减持

LGLV SPDR SER TR

-$463.5K

2,805 -50%

减持

GAUG FIRST TR EXCHNG TRADED FD VI

-$463.4K

13,135 -50%

减持

FNDX SCHWAB STRATEGIC TR

-$433.1K

18,288 -50%

减持

NOBL PROSHARES TR

-$432.6K

4,345 -50%

减持

PWB INVESCO EXCHANGE TRADED FD T

-$407.0K

4,000 -50%

减持

VZ VERIZON COMMUNICATIONS INC

-$377.4K

9,436 -50%

减持

RJF RAYMOND JAMES FINL INC

-$374.9K

2,413 -50%

减持

— ROYAL CARIBBEAN GROUP

-$370.1K

1,604 -50%

减持

AOK ISHARES TR

-$368.7K

9,884 -50%

减持

LMT LOCKHEED MARTIN CORP

-$362.6K

746 -50%

减持

META META PLATFORMS INC

-$353.7K

604 -50%

减持

PEP PEPSICO INC

-$339.1K

2,229 -50%

减持

GLD SPDR GOLD TR

-$324.9K

1,342 -50%

减持

GE GE AEROSPACE

-$321.8K

1,929 -50%

减持

ABBV ABBVIE INC

-$316.3K

1,780 -50%

减持

FDMO FIDELITY COVINGTON TRUST

-$306.0K

4,395 -50%

减持

TSLA TESLA INC

-$301.7K

747 -50%

减持

MA MASTERCARD INCORPORATED

-$297.4K

564 -50%

减持

VOO VANGUARD INDEX FDS

-$295.2K

547 -50%

减持

LLY ELI LILLY & CO

-$290.0K

375 -50%

减持

AMAT APPLIED MATLS INC

-$288.3K

1,772 -50%

减持

— ACCENTURE PLC IRELAND

-$280.8K

798 -50%

减持

T AT&T INC

-$272.6K

11,971 -50%

减持

JBL JABIL INC

-$266.6K

1,852 -50%

减持

RDVI FIRST TR EXCHANGE-TRADED FD

-$263.4K

10,867 -50%

减持

NOW SERVICENOW INC

-$261.8K

247 -50%

减持

TROW PRICE T ROWE GROUP INC

-$257.9K

2,280 -50%

减持

JNJ JOHNSON & JOHNSON

-$257.4K

1,779 -50%

减持

SPGI S&P GLOBAL INC

-$239.8K

481 -50%

减持

DUK DUKE ENERGY CORP NEW

-$238.8K

2,216 -50%

减持

MTUM ISHARES TR

-$230.2K

1,112 -50%

减持

TMO THERMO FISHER SCIENTIFIC INC

-$222.1K

426 -50%

减持

ISRG INTUITIVE SURGICAL INC

-$221.3K

424 -50%

减持

ANET ARISTA NETWORKS INC

-$213.2K

1,929 -50%

减持

SPGP INVESCO EXCHANGE TRADED FD T

-$207.5K

1,978 -50%

减持

SGOL ETFS GOLD TR

-$205.9K

8,221 -50%

减持

— EVEREST GROUP LTD

-$200.8K

553 -50%

减持

BIL SPDR SER TR

-$196.0K

2,143 -50%

减持

FDLO FIDELITY COVINGTON TRUST

-$190.6K

3,144 -50%

减持

DIS DISNEY WALT CO

-$185.3K

1,664 -50%

减持

IVW ISHARES TR

-$184.8K

1,820 -50%

减持

DEED FIRST TR EXCHNG TRADED FD VI

-$178.2K

8,615 -50%

减持

FDN FIRST TR EXCHANGE-TRADED FD

-$176.8K

727 -50%

减持

MDY SPDR S&P MIDCAP 400 ETF TR

-$173.0K

303 -50%

减持

CSCO CISCO SYS INC

-$172.2K

2,908 -50%

减持

SPMO INVESCO EXCH TRADED FD TR II

-$165.4K

1,741 -50%

减持

IVV ISHARES TR

-$163.3K

277 -50%

减持

MCD MCDONALDS CORP

-$160.7K

554 -50%

减持

SPLV INVESCO EXCH TRADED FD TR II

-$160.6K

2,293 -50%

减持

PHYS SPROTT PHYSICAL GOLD TR

-$160.5K

7,967 -50%

减持

IJR ISHARES TR

-$160.2K

1,390 -50%

减持

WU WESTERN UN CO

-$159.7K

15,064 -50%

减持

JPM JPMORGAN CHASE & CO.

-$157.6K

657 -50%

减持

— CARNIVAL CORP

-$155.1K

6,222 -50%

减持

FDL FIRST TR MORNINGSTAR DIVID L

-$155.0K

3,851 -50%

减持

TOL TOLL BROTHERS INC

-$147.4K

1,170 -50%