Maxele Advisors, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.2亿

申报季度: 2025-12-31 · 持股只数: 100

Maxele Advisors, LLC在最新一期 13F 报告中披露了 100 项持股，申报期为 2025-12-31，总持股市值约为 US$1.2亿，季度换手率为 8.3%。

机构性格雪花图

集中度: 9.14
持仓稳定性: 8.33
动能／逆势: 100
行业集中度: 66.63
多样化: 100
仓位均衡度: 88.61

近期动向

减仓 QTEC
-0.9%　-US$4.4万
加仓 LLY
-2.3%　US$50.4万
加仓 AAPL
+14.7%　US$58.3万
加仓 GLD
+7.1%　US$51.9万
减仓 NVDA
+0.8%　US$5.0万
加仓 VOO
+10.1%　US$59.8万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	QTEC	First Trust Nasdq 100 Tech I	ETF-科技型	5.54%	-0.38%	-0.90%
2	NVDA	Nvidia CORP	股票-科技	5.26%	-0.28%	+0.82%
3	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	4.29%	+0.25%	+10.11%
4	VTV	Vanguard Value ETF	ETF-其他	3.79%	+0.16%	+8.29%
5	FTEC	Fidelity Msci Info Tech Indx	ETF-科技型	3.61%	-0.08%	+2.89%
6	XLI	Ss Industrial Select Sector	ETF-其他	3.55%	—	-0.54%
7	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	3.34%	-0.14%	-0.63%
8	XLF	Ss Financial Select Sector	ETF-其他	2.95%	-0.14%	-0.47%
9	AGG	Ishares Core U.s. Aggregate	ETF-其他	2.92%	—	-0.32%
10	XLV	Ss Health Care Select Sector	ETF-其他	2.87%	+0.10%	-1.10%
11	SOXX	Ishares Semiconductor ETF	ETF-其他	2.69%	+0.15%	+1.44%
12	GLD	Spdr Gold Shares	ETF-避险与商品	2.60%	+0.29%	+7.07%
13	AAPL	Apple INC	股票-科技	2.58%	+0.34%	+14.66%
14	ITA	Ishares U.s. Aerospace & Def	ETF-其他	2.31%	+0.03%	+4.79%
15	FDIS	Fidelity Msci Cons Discr Ind	ETF-其他	1.98%	-0.20%	-2.50%
16	FNCL	Fidelity Msci Financial Indx	ETF-其他	1.93%	+0.01%	+4.79%
17	FENY	Fidelity Msci Energy Index	ETF-大型股与成长	1.84%	-0.25%	-6.49%
18	AMZN	Amazon.com INC	股票-周期性消费	1.54%	+0.06%	+5.11%
19	LLY	Eli Lilly & Co	股票-医疗保健	1.50%	+0.35%	-2.28%
20	IWM	Ishares Russell 2000 ETF	ETF-中小型股	1.41%	—	+4.10%
21	FHLC	Fidelity Msci Health Care	ETF-其他	1.33%	+0.07%	+0.49%
22	JPM	Jpmorgan Chase & Co	股票-金融	1.29%	-0.04%	+1.23%
23	IWD	Ishares Russell 1000 Value E	ETF-其他	1.27%	-0.04%	-0.67%
24	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	1.26%	—	-0.18%
25	FIDU	Fidelity Msci Indust Indx	ETF-其他	1.25%	-0.04%	+1.78%
26	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.24%	—	+0.02%
27	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.19%	—	+0.01%
28	ABT	Abbott Laboratories	股票-医疗保健	1.16%	—	+6.54%
29	FCOM	Fidelity Msci Comm Serv Indx	ETF-其他	1.14%	-0.03%	+0.15%
30	IWF	Ishares Russell 1000 Growth	ETF-其他	1.10%	—	-1.38%
31	META	Meta Platforms Inc-class A	股票-通信服务	1.03%	—	+8.30%
32	FUTY	Fidelity Msci US Utilities	ETF-其他	1.02%	+0.10%	+19.63%
33	OEF	Ishares S&p 100 ETF	ETF-其他	0.99%	—	-1.57%
34	VCR	Vanguard Consumer Discre ETF	ETF-其他	0.98%	-0.11%	-4.26%
35	COST	Costco Wholesale CORP	股票-非周期性消费	0.94%	-0.14%	-0.67%
36	AMAT	Applied Materials INC	股票-科技	0.92%	+0.13%	-1.46%
37	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股与成长	0.86%	—	-0.81%
38	IWN	Ishares Russell 2000 Value E	ETF-中小型股	0.78%	—	+3.43%
39	WMT	Walmart INC	股票-非周期性消费	0.77%	+0.02%	—
40	AEE	Ameren Corporation	股票-公用事业	0.75%	-0.08%	+0.03%
41	MSFT	Microsoft CORP	股票-科技	0.69%	—	+5.83%
42	FMAT	Fidelity Msci Materials Indx	ETF-其他	0.68%	—	+1.46%
43	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.66%	+0.66%	NEW
44	IBB	Ishares Biotechnology ETF	ETF-科技型	0.64%	+0.06%	-0.39%
45	BIV	Vanguard Intermediate-term B	ETF-其他	0.60%	+0.10%	+28.94%
46	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.59%	—	-5.73%
47	FSTA	Fidelity Msci Cons Stap Indx	ETF-其他	0.55%	—	-1.02%
48	VGK	Vanguard Ftse Europe ETF	ETF-其他	0.52%	—	—
49	CAT	Caterpillar INC	股票-工业	0.52%	+0.06%	-0.80%
50	HD	Home Depot INC	股票-周期性消费	0.51%	-0.13%	-0.11%

1–50 of 100

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2025-12-31	100	US$1.2亿	8	1QTEC 2NVDA 3VOO 主要持股2025-12-31 1.QTEC 2.NVDA 3.VOO 4.VTV 5.FTEC 6.XLI 7.IVV 8.XLF 9.AGG 10.XLV
2025-09-30	95	US$1.2亿	18	1QTEC 2NVDA 3VOO 主要持股2025-09-30 1.QTEC 2.NVDA 3.VOO 4.XLI 5.FTEC 6.VTV 7.IVV 8.AGG 9.XLF 10.XLV
2025-06-30	101	US$1.1亿	16	1QTEC 2QQQ 3NVDA 主要持股2025-06-30 1.QTEC 2.QQQ 3.NVDA 4.VOO 5.XLI 6.VTV 7.FTEC 8.IVV 9.XLF 10.XLV
2025-03-31	97	US$1.0亿	10	1QTEC 2QQQ 3NVDA 主要持股2025-03-31 1.QTEC 2.QQQ 3.NVDA 4.XLI 5.VTV 6.IVV 7.XLV 8.VOO 9.XLF 10.FTEC
2024-12-31	97	US$1.0亿	62	1QTEC 2QQQ 3NVDA 主要持股2024-12-31 1.QTEC 2.QQQ 3.NVDA 4.XLI 5.IVV 6.FTEC 7.XLV 8.XLF 9.VTV 10.AGG
2022-09-30	79	US$5956.1万	9	1QTEC 2XLV 3QQQ 主要持股2022-09-30 1.QTEC 2.XLV 3.QQQ 4.AGG 5.XLI 6.SHY 7.IVV 8.FENY 9.XLF 10.FTEC
2022-06-30	81	US$6372.1万	25	1QTEC 2XLV 3QQQ 主要持股2022-06-30 1.QTEC 2.XLV 3.QQQ 4.AGG 5.XLI 6.SHY 7.IVV 8.XLF 9.FENY 10.FTEC
2022-03-31	86	US$8057.3万	27	1QTEC 2QQQ 3AGG 主要持股2022-03-31 1.QTEC 2.QQQ 3.AGG 4.XLV 5.XLI 6.SHY 7.IVV 8.XLF 9.FTEC 10.FDIS
2021-12-31	86	US$8661.9万	0	1QTEC 2AGG 3SHY 主要持股2021-12-31 1.QTEC 2.AGG 3.SHY 4.XLV 5.XLI 6.IVV 7.FTEC 8.FDIS 9.XLF 10.SOXX

本季持股变动

Maxele Advisors, LLC 在 2025-12-31 最显著的持仓异动：新建仓: Alphabet Inc-cl A (GOOGL); 新建仓: Alphabet Inc-cl C (GOOG); 新建仓: Vanguard Total Intl Stock (VXUS); 新建仓: Micron Technology INC (MU); 新建仓: Boeing Co/the (BA).

Maxele Advisors, LLC 于截至 2025-12-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	LLY	Eli Lilly & Co	+0.4%	-2.28%	减仓
2	AAPL	Apple INC	+0.3%	+14.66%	加仓
3	GLD	Spdr Gold Shares	+0.3%	+7.07%	加仓
4	VOO	Vanguard S&p 500 ETF	+0.3%	+10.11%	加仓
5	SLV	Ishares Silver Trust	+0.2%	+33.41%	加仓
6	VTV	Vanguard Value ETF	+0.2%	+8.29%	加仓
7	SOXX	Ishares Semiconductor ETF	+0.2%	+1.44%	加仓
8	AMAT	Applied Materials INC	+0.1%	-1.46%	减仓
9	XLV	Ss Health Care Select Sector	+0.1%	-1.10%	减仓
10	FUTY	Fidelity Msci US Utilities	+0.1%	+19.63%	加仓
11	BIV	Vanguard Intermediate-term B	+0.1%	+28.94%	加仓
12	MRK	Merck & Co. INC.	+0.1%	+2.34%	加仓
13	FHLC	Fidelity Msci Health Care	+0.1%	+0.49%	加仓
14	MS	Morgan Stanley	+0.1%	+18.26%	加仓
15	AMZN	Amazon.com INC	+0.1%	+5.11%	加仓
16	IBB	Ishares Biotechnology ETF	+0.1%	-0.39%	减仓
17	CAT	Caterpillar INC	+0.1%	-0.80%	减仓
18	JNJ	Johnson & Johnson	+0.1%	+16.28%	加仓
19	ITA	Ishares U.s. Aerospace & Def	0%	+4.79%	加仓
20	DXJ	Wisdomtree Japan Hedged Eq	0%	—	不变
21	WMT	Walmart INC	0%	—	不变
22	CSCO	Cisco Systems INC	0%	+1.82%	加仓
23	FNCL	Fidelity Msci Financial Indx	0%	+4.79%	加仓
24	IWM	Ishares Russell 2000 ETF	—	+4.10%	加仓
25	IWN	Ishares Russell 2000 Value E	—	+3.43%	加仓
26	FCOM	Fidelity Msci Comm Serv Indx	0%	+0.15%	加仓
27	JPM	Jpmorgan Chase & Co	0%	+1.23%	加仓
28	IWD	Ishares Russell 1000 Value E	0%	-0.67%	减仓
29	MO	Altria Group INC	0%	—	不变
30	FIDU	Fidelity Msci Indust Indx	0%	+1.78%	加仓
31	XHB	Ss Spdr S&p Homebldrs ETF	-0.1%	-6.29%	减仓
32	FTEC	Fidelity Msci Info Tech Indx	-0.1%	+2.89%	加仓
33	AEE	Ameren Corporation	-0.1%	+0.03%	加仓
34	ITB	Ishares U.s. Home Constructi	-0.1%	-2.27%	减仓
35	VCR	Vanguard Consumer Discre ETF	-0.1%	-4.26%	减仓
36	HD	Home Depot INC	-0.1%	-0.11%	减仓
37	COST	Costco Wholesale CORP	-0.1%	-0.67%	减仓
38	IVV	Ishares Core S&p 500 ETF	-0.1%	-0.63%	减仓
39	XLF	Ss Financial Select Sector	-0.1%	-0.47%	减仓
40	ORCL	Oracle CORP	-0.2%	+0.05%	加仓
41	NFLX	Netflix INC	-0.2%	+900.00%	加仓
42	FDIS	Fidelity Msci Cons Discr Ind	-0.2%	-2.50%	减仓
43	FENY	Fidelity Msci Energy Index	-0.3%	-6.49%	减仓
44	NVDA	Nvidia CORP	-0.3%	+0.82%	加仓
45	QTEC	First Trust Nasdq 100 Tech I	-0.4%	-0.90%	减仓
46	GOOGL	Alphabet Inc-cl A	—	NEW	新建仓
47	GOOG	Alphabet Inc-cl C	—	NEW	新建仓
48	VXUS	Vanguard Total Intl Stock	—	NEW	新建仓
49	MU	Micron Technology INC	—	NEW	新建仓
50	BA	Boeing Co/the	—	NEW	新建仓

FAQ

Maxele Advisors, LLC 是什么机构？属于哪种投资人类型？

Maxele Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2025-12-31），该机构追踪的股票投资组合估值约为 US$1.2亿，分布在 100 个已申报仓位之中。

Maxele Advisors, LLC 目前前几大持股有哪些？

根据最新 13F 申报，Maxele Advisors, LLC 按市值排列的前几大持股为： 1. First Trust Nasdq 100 Tech I (QTEC) — US$682.3万 (5.5%) 2. Nvidia CORP (NVDA) — US$647.4万 (5.3%) 3. Vanguard S&p 500 ETF (VOO) — US$528.1万 (4.3%) 4. Vanguard Value ETF (VTV) — US$466.9万 (3.8%) 5. Fidelity Msci Info Tech Indx (FTEC) — US$444.5万 (3.6%)

Maxele Advisors, LLC 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，Maxele Advisors, LLC 共进行了 47 项显著调整：新建仓 5 个仓位、加仓 26 个既有持股、减仓 16 个仓位，并完全清仓 0 个持股。其中幅度最大的异动：新建仓: Alphabet Inc-cl A (GOOGL); 新建仓: Alphabet Inc-cl C (GOOG); 新建仓: Vanguard Total Intl Stock (VXUS); 新建仓: Micron Technology INC (MU); 新建仓: Boeing Co/the (BA)

Maxele Advisors, LLC 主要集中投资哪些行业板块？

根据目前已申报的股票投资组合，Maxele Advisors, LLC 的主要板块分布如下： • Information Technology: 40.2% • Health Care: 14.2% • Communication Services: 10.3% • Consumer Staples: 9.7% • Financials: 9.5% • Consumer Discretionary: 8.9%