Maxwell Wealth Strategies Inc. 13F 持仓 · 最近申报 2024年Q4
Maxwell Wealth Strategies 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 110 只证券，申报市值合计 2.45 亿美元。前几大持仓：IVV（14.03%）、MSFT（3.67%）、IVW（3.36%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $34.4M | 14.03% | 58,378 | 增持 |
| 2 | MSFT | MICROSOFT CORP | $9.0M | 3.67% | 21,300 | 减持 |
| 3 | IVW | ISHARES TR | $8.2M | 3.36% | 81,153 | 增持 |
| 4 | AAPL | APPLE INC | $8.1M | 3.30% | 32,251 | 减持 |
| 5 | JPM | JPMORGAN CHASE & CO. | $7.8M | 3.19% | 32,560 | 减持 |
| 6 | AVGO | BROADCOM INC | $7.7M | 3.13% | 33,037 | 减持 |
| 7 | ETN | EATON CORP PLC | $7.3M | 2.97% | 21,898 | 减持 |
| 8 | DYNF | BLACKROCK ETF TRUST | $6.7M | 2.74% | 130,749 | 增持 |
| 9 | QUAL | ISHARES TR | $6.3M | 2.56% | 35,239 | 增持 |
| 10 | GOOGL | ALPHABET INC | $5.6M | 2.27% | 29,354 | 增持 |
| 11 | TT | TRANE TECHNOLOGIES PLC | $5.3M | 2.18% | 14,440 | 增持 |
| 12 | IYW | ISHARES TR | $4.8M | 1.98% | 30,400 | 增持 |
| 13 | MSI | MOTOROLA SOLUTIONS INC | $4.7M | 1.94% | 10,275 | 减持 |
| 14 | V | VISA INC | $4.5M | 1.85% | 14,363 | 增持 |
| 15 | HD | HOME DEPOT INC | $4.5M | 1.82% | 11,452 | 减持 |
| 16 | META | META PLATFORMS INC | $4.3M | 1.74% | 7,299 | 增持 |
| 17 | WMT | WALMART INC | $4.0M | 1.62% | 43,901 | 增持 |
| 18 | IVE | ISHARES TR | $3.6M | 1.48% | 18,974 | 增持 |
| 19 | IWB | ISHARES TR | $3.4M | 1.38% | 10,529 | 减持 |
| 20 | TJX | TJX COS INC NEW | $3.3M | 1.34% | 27,079 | 减持 |
| 21 | AMZN | AMAZON COM INC | $3.3M | 1.33% | 14,879 | 减持 |
| 22 | FISV | FISERV INC | $3.0M | 1.24% | 14,784 | 减持 |
| 23 | IUSB | ISHARES TR | $2.9M | 1.18% | 64,166 | 减持 |
| 24 | CRM | SALESFORCE INC | $2.9M | 1.17% | 8,590 | 增持 |
| 25 | CB | CHUBB LIMITED | $2.8M | 1.15% | 10,150 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR