13F 机构持仓

Darwin Wealth Management, LLC

TAMPA FL · SEC CIK 0001663224

2026Q22026Q1 更早 9 个季度 🔒
$3.21亿2026Q1 申报市值
598持仓数
32.0%前十大占比 · 第一大 4.3%
51 / 109新建仓 / 清仓
申报市值走势$3.65亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CLOI 4.3%
TWO RDS SHARED 4.1%
EFA 4.0%
UCON 3.2%
XLK 3.2%
MGK 3.1%
LMBS 2.9%
EMXC 2.7%
MBB 2.4%
BOND 2.1%

2026Q1 买入最多 按季末市值估算

MBB 新建仓+$768.41万
MMIT 新建仓+$651.56万
JBL 加仓+$234.94万
FTGC 加仓+$196.44万
FIXD 加仓+$153.46万

2026Q1 卖出最多 按季末市值估算

VANECK ETF TRUST 减仓-$772.70万
IEI 减仓-$534.14万
QQEW 减仓-$324.47万
EMXC 减仓-$268.30万
XLE 减仓-$240.05万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
IBKR INTERACTIVE BROKERS GROUP IN $5.47万0.02%815 10.1% $67 加仓
ADP AUTOMATIC DATA PROCESSING IN $5.53万0.02%271 00.0% — 不变
SO SOUTHERN CO $5.53万0.02%573 -1-0.2% -$97 减仓
QYLD GLOBAL X FDS $5.58万0.02%3,253 -279-7.9% -$4,786 减仓
ULTA ULTA BEAUTY INC $5.59万0.02%107 00.0% — 不变
SLV ISHARES SILVER TR $5.72万0.02%840 -352-29.5% -$2.40万 减仓
FMAR FIRST TR EXCHNG TRADED FD VI $5.75万0.02%1,185 00.0% — 不变
ED CONSOLIDATED EDISON INC $5.98万0.02%528 00.0% — 不变
SNDA SONIDA SENIOR LIVING INC $6.33万0.02%1,963 1,963— $6.33万 新建仓
WM WASTE MGMT INC DEL $6.71万0.02%291 -127-30.4% -$2.93万 减仓
UNP UNION PAC CORP $6.80万0.02%280 00.0% — 不变
FID FIRST TR EXCHANGE TRADED FD $6.83万0.02%3,263 210.6% $440 加仓
IEFA ISHARES TR $6.84万0.02%756 24748.5% $2.24万 加仓
VUG VANGUARD INDEX FDS $6.86万0.02%157 00.0% — 不变
AAAU GOLDMAN SACHS PHYSICAL GOLD $6.86万0.02%1,485 -568-27.7% -$2.62万 减仓
SPAB SPDR SERIES TRUST $6.90万0.02%2,693 70.3% $179 加仓
AWK AMERICAN WTR WKS CO INC NEW $6.91万0.02%507 20.4% $273 加仓
TDIV FIRST TR EXCHANGE TRADED FD $6.92万0.02%738 20.3% $187 加仓
SHY ISHARES TR $7.04万0.02%852 50.6% $413 加仓
AZO AUTOZONE INC $7.43万0.02%22 14.8% $3,378 加仓
DE DEERE & CO $7.49万0.02%133 00.0% — 不变
ANET ARISTA NETWORKS INC $7.50万0.02%611 -1-0.2% -$123 减仓
PM PHILIP MORRIS INTL INC $7.58万0.02%458 20.4% $331 加仓
PLTR PALANTIR TECHNOLOGIES INC $7.83万0.02%535 -200-27.2% -$2.93万 减仓
O REALTY INCOME CORP $7.98万0.02%1,304 252.0% $1,530 加仓
DIA STATE STR SPDR DOW JONES IND $8.40万0.03%181 10.6% $464 加仓
FSEP FIRST TR EXCHNG TRADED FD VI $8.65万0.03%1,718 -4,051-70.2% -$20.39万 减仓
ABX ABACUS GLOBAL MGMT INC $9.04万0.03%11,474 00.0% — 不变
NEE NEXTERA ENERGY INC $9.17万0.03%986 40.4% $372 加仓
ONEQ FIDELITY COMWLTH TR $9.20万0.03%1,083 00.0% — 不变
IWP ISHARES TR $9.29万0.03%724 -36-4.7% -$4,619 减仓
DSU BLACKROCK DEBT STRATEGIES FD $9.38万0.03%9,776 00.0% — 不变
CVX CHEVRON CORPORATION $9.38万0.03%453 00.0% — 不变
SCHW SCHWAB CHARLES CORP $9.77万0.03%1,039 00.0% — 不变
PFXF VANECK ETF TRUST $9.88万0.03%5,634 4007.6% $7,017 加仓
AOM ISHARES TR $9.94万0.03%2,097 -294-12.3% -$1.39万 减仓
SBUX STARBUCKS CORP $10.00万0.03%1,115 -452-28.8% -$4.05万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $10.00万0.03%1,235 1,235— $10.00万 新建仓
ANGL VANECK ETF TRUST $10.08万0.03%3,508 -837-19.3% -$2.40万 减仓
FDRR FIDELITY COVINGTON TRUST $10.40万0.03%1,768 100.6% $588 加仓
BAC BANK AMERICA CORP $10.47万0.03%2,147 120.6% $585 加仓
IBM INTERNATIONAL BUSINESS MACHS $10.49万0.03%432 20.5% $486 加仓
AGG ISHARES TR $10.50万0.03%1,057 20.2% $199 加仓
CTAS CINTAS CORP $10.72万0.03%634 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $10.74万0.03%724 20.3% $297 加仓
IVE ISHARES TR $10.90万0.03%516 10.2% $211 加仓
IJH ISHARES TR $11.00万0.03%1,628 30.2% $203 加仓
DGRW WISDOMTREE TR $11.89万0.04%1,354 40.3% $351 加仓
SPYV SPDR SERIES TRUST $11.97万0.04%2,115 80.4% $453 加仓
— FIRST TR EXCHANGE TRADED FD $12.18万0.04%3,380 00.0% — 不变
— EXXON MOBIL CORP $12.34万0.04%727 121.7% $2,036 加仓
BIL SPDR SERIES TRUST $12.38万0.04%1,350 40.3% $367 加仓
HYG ISHARES TR $12.41万0.04%1,560 1168.0% $9,232 加仓
B BARRICK MNG CORP $12.88万0.04%3,158 2,9081,163.2% $11.86万 加仓
PEP PEPSICO INC $13.09万0.04%842 -20-2.3% -$3,109 减仓
SPLV INVESCO EXCH TRADED FD TR II $13.47万0.04%1,842 -132-6.7% -$9,656 减仓
FVD FIRST TR EXCHANGE-TRADED FD $13.95万0.04%2,966 110.4% $517 加仓
BND VANGUARD BD INDEX FDS $13.99万0.04%1,899 48734.5% $3.59万 加仓
EMB ISHARES TR $14.08万0.04%1,499 70789.3% $6.64万 加仓
SPYM SPDR SERIES TRUST $14.29万0.04%1,867 30.2% $230 加仓
— FIRST TR EXCHNG TRADED FD VI $14.52万0.05%6,806 230.3% $491 加仓
QTEC FIRST TR EXCHANGE-TRADED FD $14.54万0.05%673 -1-0.1% -$216 减仓
IWM ISHARES TR $14.77万0.05%595 274.8% $6,703 加仓
XLE SELECT SECTOR SPDR TR $15.13万0.05%2,469 -39,174-94.1% -$240.05万 减仓
FAUG FIRST TR EXCHNG TRADED FD VI $15.34万0.05%2,962 -5,540-65.2% -$28.69万 减仓
CCL CARNIVAL CORP $16.15万0.05%6,239 170.3% $440 加仓
FDN FIRST TR EXCHANGE-TRADED FD $16.45万0.05%703 -4-0.6% -$936 减仓
LMT LOCKHEED MARTIN CORP $17.03万0.05%281 -3-1.1% -$1,818 减仓
CAT CATERPILLAR INC $17.54万0.05%247 00.0% — 不变
MCD MCDONALDS CORP $17.61万0.05%566 40.7% $1,245 加仓
PG PROCTER & GAMBLE CO $17.66万0.06%1,222 -38-3.0% -$5,491 减仓
AMGN AMGEN INC $18.39万0.06%522 132.6% $4,580 加仓
SPMO INVESCO EXCH TRADED FD TR II $18.47万0.06%1,647 10.1% $112 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $18.83万0.06%305 10.3% $617 加仓
IEI ISHARES TR $19.10万0.06%1,610 -45,021-96.5% -$534.14万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $19.36万0.06%404 40010,000.0% $19.17万 重新持有
ISRG INTUITIVE SURGICAL INC $19.41万0.06%421 4812.9% $2.21万 加仓
FDL FIRST TR EXCHANGE-TRADED FD $19.76万0.06%3,888 -37-0.9% -$1,880 减仓
FDLO FIDELITY COVINGTON TRUST $19.99万0.06%3,095 130.4% $840 加仓
IWR ISHARES TR $20.69万0.06%2,128 84265.5% $8.19万 加仓
GAUG FIRST TR EXCHNG TRADED FD VI $22.62万0.07%5,843 -6,240-51.6% -$24.15万 减仓
ACN ACCENTURE PLC IRELAND $22.76万0.07%1,148 24527.1% $4.86万 加仓
SPGI S&P GLOBAL INC $24.01万0.07%564 6713.5% $2.85万 加仓
— VANECK ETF TRUST $24.47万0.08%4,894 -154,559-96.9% -$772.70万 减仓
NOW SERVICENOW INC $24.52万0.08%2,345 1,09086.9% $11.40万 加仓
MTUM ISHARES TR $24.66万0.08%1,027 40.4% $960 加仓
IVV ISHARES TR $25.11万0.08%384 -23-5.7% -$1.50万 减仓
SPGP INVESCO EXCHANGE TRADED FD T $25.55万0.08%2,374 1446.5% $1.55万 加仓
FLEX FLEXTRONICS INTL LTD $25.61万0.08%3,912 3,912— $25.61万 新建仓
DRI DARDEN RESTAURANTS INC $26.81万0.08%1,367 1,3456,113.6% $26.38万 加仓
T AT&T INC $27.38万0.09%9,445 60.1% $174 加仓
LSCC LATTICE SEMICONDUCTOR CORP $27.38万0.09%2,952 2,952— $27.38万 新建仓
DUK DUKE ENERGY CORP NEW $27.41万0.09%2,093 150.7% $1,964 加仓
TSLA TESLA INC $28.22万0.09%759 -82-9.8% -$3.05万 减仓
ITW ILLINOIS TOOL WKS INC $28.71万0.09%1,103 70.6% $1,822 加仓
WMT WALMART INC $29.21万0.09%2,350 -14,246-85.8% -$177.08万 减仓
LLY ELI LILLY & CO $30.86万0.10%335 -36-9.7% -$3.32万 减仓
TMUS T-MOBILE US INC $32.60万0.10%1,552 60.4% $1,260 加仓
VOO VANGUARD INDEX FDS $32.92万0.10%550 00.0% — 不变
AOK ISHARES TR $34.17万0.11%8,566 220.3% $878 加仓