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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 14
增持 67
减持 66
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
HEDG
SERIES PORTFOLIOS TR
+$5.5M
186,499
减持
IWY
ISHARES TR
-$3.3M
3,265
-79%
建仓
—
TE CONNECTIVITY PLC
+$2.0M
8,718
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。
减持
LRCX
LAM RESEARCH CORP
-$1.5M
18,554
-47%
减持
PHDG
INVESCO ACTIVELY MANAGED EXC
-$1.4M
18,207
-68%
建仓
MT
ARCELORMITTAL SA LUXEMBOURG
+$1.1M
24,706
减持
FISV
FISERV INC
-$1.1M
172
-98%
增持
XLY
SELECT SECTOR SPDR TR
+$965.3K
32,213
+168%
增持
EMXC
ISHARES INC
+$942.7K
143,571
+2%
减持
INTU
INTUIT
-$798.4K
1,825
-38%
增持
EFA
ISHARES TR
+$795.8K
157,367
+3%
增持
DSTL
ETF SER SOLUTIONS
+$754.5K
83,862
+16%
增持
KO
COCA COLA CO
+$606.8K
40,450
+21%
增持
QQEW
FIRST TR EXCHANGE-TRADED FD
+$559.9K
56,737
+7%
增持
MOAT
VANECK ETF TRUST
+$552.1K
42,175
+10%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$531.0K
12,722
+40%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$482.4K
158,398
-1%
增持
NFLX
NETFLIX INC
+$465.8K
24,315
+1507%
减持
VRT
VERTIV HOLDINGS CO
-$464.6K
10,602
-27%
减持
—
EATON CORP PLC
-$374.2K
6,445
-1%
减持
AVGO
BROADCOM INC
-$352.8K
7,518
-16%
减持
USAR
USA RARE EARTH INC
-$352.2K
28,647
-29%
增持
GOOG
ALPHABET INC
+$341.9K
4,570
+2%
减持
HWM
HOWMET AEROSPACE INC
-$316.6K
7,064
-21%
减持
QQQ
INVESCO QQQ TR
-$301.7K
14,243
-6%
增持
HD
HOME DEPOT INC
-$291.7K
4,949
+1%
减持
IVV
ISHARES TR
-$281.3K
407
-51%
减持
GOOGL
ALPHABET INC
+$281.3K
12,101
-16%
增持
CSCO
CISCO SYS INC
+$280.3K
21,999
+6%
减持
AMD
ADVANCED MICRO DEVICES INC
-$263.0K
6,746
-36%
增持
BSX
BOSTON SCIENTIFIC CORP
+$257.8K
16,276
+23%
减持
XLI
SELECT SECTOR SPDR TR
-$253.7K
15,165
-10%
增持
—
TWO RDS SHARED TR
+$237.8K
1,278,866
+2%
减持
TLT
ISHARES TR
-$228.3K
5
-100%
减持
MGK
VANGUARD WORLD FD
-$224.4K
29,005
-4%
增持
CLOI
VANECK ETF TRUST
+$221.9K
259,273
+2%
减持
XLV
SELECT SECTOR SPDR TR
+$216.1K
23,156
-4%
增持
UBER
UBER TECHNOLOGIES INC
-$204.8K
16,780
+4%
增持
V
VISA INC
+$201.1K
5,884
+8%
增持
IWF
ISHARES TR
+$198.3K
9,051
+4%
增持
KKR
KKR & CO INC
+$185.0K
10,188
+19%
增持
META
META PLATFORMS INC
+$172.8K
859
+60%
增持
XLF
SELECT SECTOR SPDR TR
+$172.5K
85,700
+2%
增持
QCOM
QUALCOMM INC
+$168.3K
10,497
+7%
增持
WDAY
WORKDAY INC
+$161.8K
9,098
+22%
减持
AMZN
AMAZON COM INC
+$159.4K
14,911
-0%
减持
—
ROYAL CARIBBEAN GROUP
-$159.2K
1,606
-14%
增持
WMT
WALMART INC
+$142.6K
16,596
+0%
减持
T
AT&T INC
-$128.2K
9,439
-26%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$126.4K
63,597
+11%
增持
BOND
PIMCO ETF TR
+$119.8K
74,116
+2%
增持
TJX
TJX COS INC NEW
+$119.8K
11,738
+1%
减持
LLY
ELI LILLY & CO
+$113.6K
371
-1%
增持
IEI
ISHARES TR
+$109.2K
46,631
+2%
建仓
VV
VANGUARD INDEX FDS
+$108.6K
345
增持
CLOB
VANECK ETF TRUST
+$107.8K
159,453
+2%
增持
QAI
NEW YORK LIFE INVESTMENTS ET
+$106.7K
108,647
+3%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$106.0K
174,461
+1%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$105.8K
85
-92%
减持
IEFA
ISHARES TR
-$104.2K
509
-70%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$100.6K
23,390
+3%
减持
XME
SPDR SERIES TRUST
+$92.7K
18,690
-6%
增持
FVAL
FIDELITY COVINGTON TRUST
+$92.5K
17,944
+3%
减持
AMAT
APPLIED MATLS INC
+$88.1K
1,787
-1%
增持
UPS
UNITED PARCEL SERVICE INC
+$88.0K
5,412
+1%
增持
XLK
SELECT SECTOR SPDR TR
-$83.6K
81,881
+94%
减持
AAPL
APPLE INC
+$77.2K
11,400
-4%
增持
MSFT
MICROSOFT CORP
-$73.9K
10,564
+6%
减持
RTX
RTX CORPORATION
+$69.9K
4,969
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$68.5K
41,643
+107%
增持
IWD
ISHARES TR
+$64.1K
3,202
+7%
减持
TMUS
T-MOBILE US INC
-$63.5K
1,546
-2%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$63.0K
359,545
+1%
减持
DYN
DYNE THERAPEUTICS INC
+$59.6K
115,267
-34%
减持
CVX
CHEVRON CORP NEW
-$57.0K
453
-44%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$53.7K
859
减持
FTLS
FIRST TR EXCH TRADED FD III
-$53.5K
36,000
-3%
增持
MA
MASTERCARD INCORPORATED
+$52.1K
895
+11%
减持
NVDA
NVIDIA CORPORATION
-$52.0K
5,404
-5%
减持
ADI
ANALOG DEVICES INC
+$51.8K
8,720
-7%
增持
PTF
INVESCO EXCHANGE TRADED FD T
+$50.8K
9,468
+5%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$50.8K
7,582
-4%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$48.8K
19,017
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$47.8K
459
+2%
增持
ADSK
AUTODESK INC
+$46.1K
4,707
+11%
增持
—
ACCENTURE PLC IRELAND
+$45.0K
903
+13%
减持
XLC
SELECT SECTOR SPDR TR
-$43.6K
48,379
-0%
增持
SGOL
ETFS GOLD TR
+$43.3K
8,421
+2%
建仓
PRN
INVESCO EXCHANGE TRADED FD T
+$42.6K
244
增持
PSP
INVESCO EXCHANGE TRADED FD T
+$41.7K
19,347
+6%
建仓
RVMD
REVOLUTION MEDICINES INC
+$39.8K
500
增持
IJR
ISHARES TR
+$39.5K
3,230
+10%
减持
GLOF
ISHARES TR
-$38.6K
33,383
-4%
增持
COST
COSTCO WHSL CORP NEW
-$36.2K
808
+2%
建仓
VO
VANGUARD INDEX FDS
+$35.7K
123
增持
SPGI
S&P GLOBAL INC
+$35.6K
497
+8%
建仓
PFI
INVESCO EXCHANGE TRADED FD T
+$34.5K
598
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$34.3K
735
-19%
减持
OEF
ISHARES TR
+$33.8K
4,403
-1%
减持
GAUG
FIRST TR EXCHNG TRADED FD VI
-$32.6K
12,083
-8%
清仓
AXON
AXON ENTERPRISE INC
-$32.3K
0
-100%
减持
HON
HONEYWELL INTL INC
-$32.0K
1,988
-0%
建仓
PYZ
INVESCO EXCHANGE TRADED FD T
+$31.4K
285
增持
XLP
SELECT SECTOR SPDR TR
+$31.0K
12,732
+4%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$30.6K
77,938
-2%
增持
RJF
RAYMOND JAMES FINL INC
-$28.4K
2,433
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$28.3K
901
-5%
增持
GVI
ISHARES TR
+$27.6K
7,954
+3%
减持
TFC
TRUIST FINL CORP
-$27.1K
96
-86%
减持
WM
WASTE MGMT INC DEL
-$26.7K
418
-22%
增持
SPYM
SPDR SERIES TRUST
+$26.3K
1,864
+18%
减持
PGR
PROGRESSIVE CORP
-$26.2K
106
-48%
减持
SPYG
SPDR SERIES TRUST
-$25.8K
51,735
-3%
减持
AGG
ISHARES TR
-$25.8K
1,055
-19%
增持
VZ
VERIZON COMMUNICATIONS INC
-$25.5K
8,978
+1%
减持
IONQ
IONQ INC
-$25.1K
948
-14%
增持
AMGN
AMGEN INC
+$24.6K
509
+1%
减持
ORCL
ORACLE CORP
-$24.6K
40
-65%
建仓
XSOE
WISDOMTREE TR
+$24.5K
628
建仓
EQTY
VALUED ADVISERS TR
+$24.3K
901
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$23.8K
35,865
+4%
减持
ISRG
INTUITIVE SURGICAL INC
+$23.4K
373
-11%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$23.4K
481
增持
NOW
SERVICENOW INC
-$23.1K
1,255
+436%
减持
TSLA
TESLA INC
-$22.5K
841
-7%
增持
GE
GE AEROSPACE
+$22.1K
1,699
+2%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$21.8K
76,839
+1%
减持
DUK
DUKE ENERGY CORP NEW
-$21.2K
2,078
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$20.1K
2,678
+243%
减持
LMT
LOCKHEED MARTIN CORP
-$19.7K
284
-10%
增持
BLV
VANGUARD BD INDEX FDS
+$19.6K
8,857
+5%
减持
JNJ
JOHNSON & JOHNSON
+$19.2K
1,585
-5%
减持
PG
PROCTER AND GAMBLE CO
-$18.6K
1,260
-3%
增持
FNDX
SCHWAB STRATEGIC TR
+$18.6K
15,480
+1%
清仓
FE
FIRSTENERGY CORP
-$18.3K
0
-100%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$18.3K
505
-17%
减持
LGLV
SPDR SERIES TRUST
-$18.1K
2,437
-3%
增持
ADBE
ADOBE INC
+$17.5K
689
+9%
减持
MRK
MERCK & CO INC
-$17.5K
79
-74%
减持
SRLN
SSGA ACTIVE ETF TR
-$17.0K
21,046
-1%
增持
IVW
ISHARES TR
+$16.8K
388
+51%
增持
VTI
VANGUARD INDEX FDS
+$16.5K
1,535
+1%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$15.8K
410
+11%
减持
SPYV
SPDR SERIES TRUST
-$15.6K
2,107
-14%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$15.2K
2,230
+6%
建仓
IYW
ISHARES TR
+$15.2K
76
减持
VYM
VANGUARD WHITEHALL FDS
-$15.2K
722
-14%
减持
ANET
ARISTA NETWORKS INC
-$15.1K
612
-6%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$14.9K
14,676
-2%
清仓
OKE
ONEOK INC NEW
-$14.6K
0
-100%