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Motley Fool Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Motley Fool Wealth Management, LLC
报告期 2026-03-31 · CIK 0001607978
持仓数
124
前50大市值合计
$657.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1
21Q4
21Q3
21Q2
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 133 项
建仓 9
增持 5
减持 106
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
AMZN
AMAZON.COM INC
-$44.8M
720,420
+1836%
减持
GOOG
ALPHABET INC-CL C
-$32.8M
27,230
-18%
减持
—
BROOKFIELD ASSET MANAGE-CL A
-$31.8M
439,681
-52%
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
MELI
MERCADOLIBRE INC
-$30.4M
52,297
-2%
减持
—
SPLUNK INC
-$28.4M
450,063
-2%
清仓
—
ICON PLC
-$26.8M
0
-100%
减持
CRM
SALESFORCE INC
-$23.9M
234,010
-21%
建仓
—
ICON PLC
+$22.8M
105,056
清仓
—
ATLASSIAN CORP PLC-CLASS A
-$19.0M
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
-$18.3M
28,063
-2%
减持
PYPL
PAYPAL HOLDINGS INC
-$18.1M
375,856
-2%
减持
NFLX
NETFLIX INC
-$15.2M
72,834
-2%
减持
—
ZENDESK INC
-$14.2M
288,573
-2%
减持
WCN
WASTE CONNECTIONS INC
-$13.2M
80,410
-52%
清仓
—
MEDTRONIC PLC
-$12.3M
0
-100%
清仓
—
AON PLC-CLASS A
-$11.8M
0
-100%
建仓
—
ATLASSIAN CORP PLC-CLASS A
+$11.5M
61,164
建仓
OKTA
OKTA INC
+$10.5M
116,003
减持
PANW
PALO ALTO NETWORKS INC
-$9.9M
69,643
-2%
减持
—
HOWARD HUGHES CORP/THE
-$9.8M
242,266
-4%
建仓
—
MEDTRONIC PLC
+$9.6M
107,503
建仓
—
AON PLC-CLASS A
+$9.5M
35,129
增持
BSCQ
INVESCO BULLETSHARES 2026 CO
+$9.4M
1,913,298
+39%
清仓
TCEHY
TENCENT HOLDINGS LTD-UNS ADR
-$9.0M
0
-100%
减持
AXON
AXON ENTERPRISE INC
-$8.9M
179,874
-4%
清仓
SFTBY
SOFTBANK GROUP CORP-UNSP ADR
-$8.7M
0
-100%
减持
WSO
WATSCO INC
-$8.3M
107,746
-4%
建仓
UNVGY
UNIVERSAL MUSIC GRO-UNSP ADR
+$7.8M
768,145
减持
MA
MASTERCARD INC - A
-$7.1M
129,886
-3%
减持
MSFT
MICROSOFT CORP
-$7.1M
58,092
-18%
减持
BRO
BROWN & BROWN INC
-$6.5M
415,403
-2%
减持
EQIX
EQUINIX INC
-$6.5M
62,129
-3%
减持
—
CARDLYTICS INC
-$5.9M
166,161
-5%
减持
AAPL
APPLE INC
-$5.6M
60,869
-24%
清仓
TDOC
TELADOC HEALTH INC
-$5.3M
0
-100%
建仓
ARE
ALEXANDRIA REAL ESTATE EQUIT
+$5.1M
35,409
减持
CGNX
COGNEX CORP
-$5.1M
144,488
-1%
减持
CLLNY
CELLNEX TELECOM SAU-UNSP ADR
-$5.0M
793,117
-6%
减持
CMCSA
COMCAST CORP-CLASS A
-$4.7M
445,509
-6%
增持
META
META PLATFORMS INC-CLASS A
+$4.3M
212,900
+57%
减持
—
PING IDENTITY HOLDING CORP
-$4.1M
437,762
-1%
减持
—
SVB FINANCIAL GROUP
-$4.1M
24,525
-0%
减持
IEUR
ISHARES CORE MSCI EUROPE ETF
-$4.1M
400,404
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
-$3.9M
45,694
-1%
减持
PEN
PENUMBRA INC
-$3.7M
37,483
-1%
增持
UPS
UNITED PARCEL SERVICE-CL B
+$3.6M
40,642
+127%
减持
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-$3.5M
136,208
-3%
减持
JLL
JONES LANG LASALLE INC
-$3.5M
52,672
-0%
减持
RMD
RESMED INC
-$3.4M
83,613
-3%
减持
—
INVESCO BULLETSHARES 2022 CO
-$3.4M
670,306
-19%
减持
GXO
GXO LOGISTICS INC
-$3.3M
117,061
-1%
减持
STAG
STAG INDUSTRIAL INC
-$3.3M
308,895
-0%
减持
MBB
ISHARES MBS ETF
-$3.2M
320,299
-5%
减持
BSCS
INVESCO BULLETSHARES 2028
-$3.2M
1,369,644
-5%
减持
FAST
FASTENAL CO
-$3.2M
240,339
-6%
减持
—
COOPER COS INC/THE
-$3.1M
28,755
-1%
减持
SBUX
STARBUCKS CORP
-$3.0M
152,862
-6%
减持
—
INVESCO BULLETSHARES 2025 CO
-$3.0M
1,822,278
-5%
减持
DFE
WISDOMTREE EUR S/C DIVIDEND
-$3.0M
208,148
-3%
减持
XPO
XPO LOGISTICS INC
-$2.9M
117,161
-0%
减持
BR
BROADRIDGE FINANCIAL SOLUTIO
-$2.9M
151,654
-4%
减持
VIVHY
VIVENDI SE-UNSPON ADR
-$2.9M
841,572
-4%
减持
TYL
TYLER TECHNOLOGIES INC
-$2.9M
24,889
-0%
减持
—
INVESCO BULLETSHARES 2024 CO
-$2.7M
1,815,443
-5%
减持
—
EVERBRIDGE INC
-$2.7M
153,740
-4%
减持
DIS
WALT DISNEY CO/THE
-$2.7M
58,007
-3%
减持
—
HESKA CORP
-$2.7M
59,507
-1%
减持
DFJ
WISDOMTREE JPN S/C DVD FUND
-$2.7M
302,803
-3%
减持
PAYX
PAYCHEX INC
-$2.6M
89,143
-5%
减持
SBNY
SIGNATURE BANK
-$2.6M
17,773
-10%
减持
BSCR
INVESCO BULLETSHARES 2027 CO
-$2.5M
1,281,638
-5%
减持
ALRM
ALARM.COM HOLDINGS INC
-$2.4M
328,029
-4%
减持
—
AVALARA INC
-$2.2M
73,554
-1%
减持
GSHD
GOOSEHEAD INSURANCE INC -A
-$2.2M
64,749
-0%
减持
HDB
HDFC BANK LTD-ADR
-$2.1M
244,654
-3%
减持
COST
COSTCO WHOLESALE CORP
-$2.0M
19,484
-1%
减持
LASR
NLIGHT INC
-$1.9M
264,093
-1%
减持
—
INVESCO BULLETSHARES 2023 CO
-$1.9M
1,437,786
-5%
减持
BSCT
INVESCO BULLETSHARES 2029 CO
-$1.9M
787,216
-5%
减持
CSGP
COSTAR GROUP INC
-$1.8M
246,849
-2%
减持
MKL
MARKEL CORP
-$1.8M
8,676
-1%
建仓
SPY
SPDR S&P 500 ETF TRUST
+$1.7M
4,470
减持
EWY
ISHARES MSCI SOUTH KOREA ETF
-$1.6M
106,073
-3%
减持
LOB
LIVE OAK BANCSHARES INC
-$1.5M
88,166
-0%
减持
—
UPLAND SOFTWARE INC
-$1.5M
383,554
-4%
减持
PCTY
PAYLOCITY HOLDING CORP
-$1.5M
45,242
-1%
减持
PAYC
PAYCOM SOFTWARE INC
-$1.4M
21,129
-0%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$1.4M
348,989
-2%
增持
TWLO
TWILIO INC - A
-$1.4M
114,381
+72%
减持
NSRGY
NESTLE SA-SPONS ADR
-$1.3M
74,339
-3%
减持
ABBNY
ABB LTD-SPON ADR
-$1.3M
192,476
-3%
减持
SHYG
ISHARES 0-5 YR HY CORP BOND
-$1.1M
188,992
-6%
减持
VOO
VANGUARD S&P 500 ETF
-$1.0M
5,542
-22%
减持
VTIP
VANGUARD SHORT-TERM TIPS
-$1.0M
25,819
-43%
减持
AMT
AMERICAN TOWER CORP
-$979.0K
107,225
-5%
减持
YUMC
YUM CHINA HOLDINGS INC
+$962.0K
172,984
-3%
减持
—
BANCO LATINOAMERICANO COME-E
-$945.0K
333,465
-3%
减持
JBTM
JOHN BEAN TECHNOLOGIES CORP
-$873.0K
100,971
-0%
减持
VTR
VENTAS INC.
-$843.0K
46,405
-11%
减持
WMT
WALMART INC
-$794.0K
17,300
-11%
减持
HQY
HEALTHEQUITY INC
-$783.0K
124,343
-0%
减持
SLB
SCHLUMBERGER LTD
-$763.0K
110,931
-3%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$743.0K
55,960
-0%
减持
CME
CME GROUP INC
-$671.0K
10,657
-11%
减持
AFK
VANECK AFRICA INDEX ETF
-$660.0K
127,601
-3%
减持
BUD
ANHEUSER-BUSCH INBEV SPN ADR
-$635.0K
77,077
-3%
清仓
NVDA
NVIDIA CORP
-$628.0K
0
-100%
减持
TXN
TEXAS INSTRUMENTS INC
-$607.0K
11,439
-11%
减持
FANUY
FANUC CORP-UNSP ADR
-$599.0K
230,691
-3%
减持
PG
PROCTER & GAMBLE CO/THE
-$593.0K
20,938
-11%
减持
BND
VANGUARD TOTAL BOND MARKET
-$551.0K
15,992
-28%
减持
LCII
LCI INDUSTRIES
+$527.0K
69,716
-0%
减持
D
DOMINION ENERGY INC
-$505.0K
31,785
-11%
减持
TMSNY
TEMENOS AG-SP ADR
-$504.0K
38,083
-3%
减持
GNTX
GENTEX CORP
-$428.0K
313,114
-1%
减持
MUB
ISHARES NATIONAL MUNI BOND E
-$392.0K
32,710
-7%
减持
NVO
NOVO-NORDISK A/S-SPONS ADR
-$350.0K
104,339
-3%
减持
THO
THOR INDUSTRIES INC
-$343.0K
79,111
-0%
清仓
TMFG
MOTLEY FOOL GLOBAL OPP
-$335.0K
0
-100%
清仓
VB
VANGUARD SMALL-CAP ETF
-$272.0K
0
-100%
减持
VO
VANGUARD MID-CAP ETF
-$260.0K
2,631
-20%
建仓
VBK
VANGUARD SMALL-CAP GRWTH ETF
+$257.0K
1,302
减持
WEC
WEC ENERGY GROUP INC
-$228.0K
19,423
-11%
减持
JNJ
JOHNSON & JOHNSON
-$206.0K
9,339
-11%
减持
EPAM
EPAM SYSTEMS INC
-$205.0K
29,003
-2%
减持
KO
COCA-COLA CO/THE
-$159.0K
22,987
-11%
减持
VEA
VANGUARD FTSE DEVELOPED ETF
-$151.0K
18,366
-2%
减持
FRCOY
FAST RETAILING CO-UNSPON ADR
-$104.0K
101,635
-3%
减持
VWO
VANGUARD FTSE EMERGING MARKE
-$71.0K
9,671
-6%
减持
ADC
AGREE REALTY CORP
-$40.0K
14,451
-11%
清仓
INTK
INDUSTRIAL NANOTECH INC
-$14.0K
0
-100%
清仓
—
VOIP-PAL.COM INC
-$3.0K
0
-100%
清仓
—
GULFSLOPE ENERGY INC
-$3.0K
0
-100%