Darrow Company, Inc.
Needham MA · SEC CIK 0001908169
$2.58亿2026Q2 申报市值
58持仓数
58.3%前十大占比 · 第一大 13.0%
3 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
OKLO 新建仓+$1,217.56万
AMZN 加仓+$50.96万
SPY 加仓+$49.06万
BIV 加仓+$48.32万
IGIB 加仓+$48.32万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$92.60万
MOAT 减仓-$63.10万
SPMO 减仓-$40.08万
VYM 减仓-$37.25万
BSX 清仓-$27.69万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $3,343.36万 | 12.96% | 45,458 | -1,259 | -2.7% | -$92.60万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,907.62万 | 7.39% | 248,701 | 6,300 | 2.6% | $48.32万 | 加仓 |
| USMV | ISHARES TR | $1,739.31万 | 6.74% | 180,315 | 783 | 0.4% | $7.55万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $1,393.19万 | 5.40% | 113,925 | 254 | 0.2% | $3.11万 | 加仓 |
| OKLO | OKLO INC | $1,217.56万 | 4.72% | 232,670 | 232,670 | — | $1,217.56万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,182.13万 | 4.58% | 15,830 | 657 | 4.3% | $49.06万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,155.42万 | 4.48% | 120,844 | 359 | 0.3% | $3.43万 | 加仓 |
| HEFA | ISHARES TR | $1,084.65万 | 4.20% | 231,145 | 7,943 | 3.6% | $37.27万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,039.70万 | 4.03% | 141,630 | 386 | 0.3% | $2.83万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $987.59万 | 3.83% | 77,270 | -2,076 | -2.6% | -$26.53万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $947.86万 | 3.67% | 384,310 | 6,741 | 1.8% | $16.63万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $915.48万 | 3.55% | 294,344 | 1,216 | 0.4% | $3.78万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $783.36万 | 3.04% | 48,493 | -2,481 | -4.9% | -$40.08万 | 减仓 |
| IGIB | ISHARES TR | $750.17万 | 2.91% | 141,012 | 9,082 | 6.9% | $48.32万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $699.53万 | 2.71% | 44,266 | -2,357 | -5.1% | -$37.25万 | 减仓 |
| MOAT | VANECK ETF TRUST | $666.14万 | 2.58% | 64,077 | -6,070 | -8.7% | -$63.10万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $597.90万 | 2.32% | 118,115 | 4,231 | 3.7% | $21.42万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $581.78万 | 2.25% | 27,343 | -141 | -0.5% | -$3.00万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $556.72万 | 2.16% | 71,456 | -650 | -0.9% | -$5.06万 | 减仓 |
| HYG | ISHARES TR | $551.35万 | 2.14% | 68,944 | -2,854 | -4.0% | -$22.82万 | 减仓 |
| ANGL | VANECK ETF TRUST | $389.78万 | 1.51% | 133,298 | 7,358 | 5.8% | $21.52万 | 加仓 |
| IVV | ISHARES TR | $323.71万 | 1.25% | 4,323 | -298 | -6.4% | -$22.31万 | 减仓 |
| VGT | VANGUARD WORLD FD | $323.24万 | 1.25% | 27,725 | 821 | 3.1% | $9.57万 | 加仓 |
| IEMG | ISHARES INC | $280.78万 | 1.09% | 33,894 | -1,457 | -4.1% | -$12.07万 | 减仓 |
| IJK | ISHARES TR | $235.99万 | 0.91% | 20,084 | 2 | 0.0% | $235 | 加仓 |
| VOO | VANGUARD INDEX FDS | $204.51万 | 0.79% | 3,003 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $170.02万 | 0.66% | 7,185 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $137.68万 | 0.53% | 4,758 | 167 | 3.6% | $4.83万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $118.42万 | 0.46% | 1,684 | 1 | 0.1% | $703 | 加仓 |
| AMZN | AMAZON COM INC | $110.52万 | 0.43% | 4,637 | 2,138 | 85.6% | $50.96万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $97.70万 | 0.38% | 30,703 | 121 | 0.4% | $3,850 | 加仓 |
| SPTM | SPDR SERIES TRUST | $93.31万 | 0.36% | 10,278 | 87 | 0.9% | $7,898 | 加仓 |
| MSFT | MICROSOFT CORP | $90.57万 | 0.35% | 2,428 | 48 | 2.0% | $1.79万 | 加仓 |
| GOOGL | ALPHABET INC | $89.24万 | 0.35% | 2,497 | 87 | 3.6% | $3.11万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $81.07万 | 0.31% | 19,654 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $70.80万 | 0.27% | 13,975 | 10 | 0.1% | $507 | 加仓 |
| VCR | VANGUARD WORLD FD | $68.85万 | 0.27% | 1,742 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $63.20万 | 0.24% | 22,815 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $61.79万 | 0.24% | 1,749 | 44 | 2.6% | $1.55万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $51.66万 | 0.20% | 8,436 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $48.64万 | 0.19% | 1,314 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $47.95万 | 0.19% | 6,715 | 60 | 0.9% | $4,284 | 加仓 |
| SPYV | SPDR SERIES TRUST | $47.81万 | 0.19% | 7,864 | 23 | 0.3% | $1,398 | 加仓 |
| — | EXXON MOBIL CORP | $47.43万 | 0.18% | 3,469 | 16 | 0.5% | $2,188 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $44.61万 | 0.17% | 5,397 | -1,044 | -16.2% | -$8.63万 | 减仓 |
| META | META PLATFORMS INC | $42.25万 | 0.16% | 750 | 422 | 128.7% | $23.77万 | 重新持有 |
| VCSH | VANGUARD SCOTTSDALE FDS | $41.48万 | 0.16% | 5,249 | -1,048 | -16.6% | -$8.28万 | 减仓 |
| WMT | WALMART INC | $35.72万 | 0.14% | 3,154 | -5 | -0.2% | -$566 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $35.67万 | 0.14% | 309 | 309 | — | $35.67万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $35.08万 | 0.14% | 813 | 813 | — | $35.08万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $34.30万 | 0.13% | 1,714 | 311 | 22.2% | $6.22万 | 加仓 |
| MGV | VANGUARD WORLD FD | $30.30万 | 0.12% | 1,851 | 6 | 0.3% | $982 | 加仓 |
| RTX | RTX CORPORATION | $28.42万 | 0.11% | 1,498 | 24 | 1.6% | $4,554 | 加仓 |
| SHY | ISHARES TR | $26.64万 | 0.10% | 3,244 | 92 | 2.9% | $7,554 | 加仓 |
| IYF | ISHARES TR | $26.19万 | 0.10% | 2,054 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $24.64万 | 0.10% | 3,195 | -283 | -8.1% | -$2.18万 | 减仓 |
| V | VISA INC | $23.57万 | 0.09% | 687 | 13 | 1.9% | $4,460 | 加仓 |
| HD | HOME DEPOT INC | $22.54万 | 0.09% | 639 | 1 | 0.2% | $353 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -4,412 | -100.0% | -$27.69万 | 清仓 |
| IOO | ISHARES TR | $0 | 0.00% | 0 | -1,915 | -100.0% | -$23.17万 | 清仓 |