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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 20
增持 30
减持 80
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
—
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF
+$22.7M
931,153
清仓
—
ZENDESK INC
-$21.6M
0
-100%
减持
AMZN
AMAZON.COM INC
-$21.6M
692,889
-2%
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。
建仓
—
ICON PLC F
+$19.4M
99,774
清仓
—
SCHWAB VALUE ADVANTAGE MONEY INV
-$18.5M
0
-100%
清仓
—
BROOKFIELD ASSET MGM FCLASS A
-$17.7M
0
-100%
减持
MBB
ISHARES MBS ETF
-$16.3M
128,511
-58%
清仓
—
INVSC BULLETSHARES 2022 CRP BND ETF
-$13.7M
0
-100%
建仓
BN
BROOKFIELD CORPORATION
+$13.2M
418,670
清仓
—
ATLASSIAN CORP PLC FCLASS A
-$12.3M
0
-100%
清仓
—
PING IDENTITY HLDG CORP
-$12.3M
0
-100%
清仓
CLLNY
CELLNEX TELECOM S A FUNSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
-$12.0M
0
-100%
清仓
UNVGY
UNIVERSAL MUSIC GROUP FUNSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
-$11.2M
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
+$9.5M
27,239
-1%
建仓
DDOG
DATADOG, INC
+$9.3M
126,117
清仓
DFE
WISDOMTREE EUROPE SMLCP DIVIDEND ETF
-$9.3M
0
-100%
建仓
—
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF
+$8.4M
335,062
清仓
NSRGY
NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$7.9M
0
-100%
建仓
TEAM
ATLASSIAN CORP PLC FCLASS A
+$7.0M
54,738
清仓
—
AVALARA INC
-$6.8M
0
-100%
减持
MA
MASTERCARD INC CLASS A
+$6.7M
113,541
-2%
增持
VOO
VANGUARD S&P 500 ETF
+$6.5M
28,515
+167%
减持
WSO
WATSCO INC
-$6.4M
82,378
-21%
清仓
VIVHY
VIVENDI SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$6.4M
0
-100%
减持
ALRM
ALARM COM HLDGS INC SH
-$6.2M
292,695
-8%
减持
PYPL
PAYPAL HOLDINGS INCORPOR
-$6.1M
362,597
-2%
减持
BMRN
BIOMARIN PHARMACEUTL
+$5.9M
338,642
-1%
减持
PANW
PALO ALTO NETWORKS
-$5.8M
197,898
-3%
清仓
FRCOY
FAST RETAILING CO FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS
-$5.3M
0
-100%
减持
EQIX
EQUINIX INC REIT
+$5.2M
61,722
-0%
减持
GOOG
ALPHABET INC. CLASS C
-$4.9M
519,209
-2%
减持
META
META PLATFORMS INC CLASS A
-$4.8M
195,018
-6%
减持
NFLX
NETFLIX INC
+$4.1M
71,434
-1%
减持
—
SPLUNK INC
+$3.7M
432,232
-3%
减持
—
HOWARD HUGHES CORP
+$3.4M
215,521
-9%
减持
CRM
SALESFORCE INC
-$3.4M
224,757
-2%
清仓
—
iShares National Muni Bond ETF
-$3.3M
0
-100%
建仓
MUB
ISHARES NATIONAL MUNI BOND ETF
+$3.3M
31,124
建仓
TSCO
TRACTOR SUPPLY COMP
+$3.3M
14,558
减持
NVO
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$3.2M
99,788
-3%
清仓
FANUY
FANUC LTD JAPAN FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS
-$3.2M
0
-100%
增持
CNI
CANADIAN NATL RAILWY F
+$3.2M
78,070
+38%
建仓
BAM
BROOKFIELD ASSET MGM FCLASS A
+$3.0M
104,736
清仓
—
TRACTOR SUPPLY COMP
-$2.7M
0
-100%
减持
—
SVB FINL GROUP
-$2.7M
24,286
-1%
增持
EMN
EASTMAN CHEMICAL CO
+$2.6M
65,268
+73%
清仓
TMSNY
TEMENOS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$2.5M
0
-100%
减持
TWLO
TWILIO INC CLASS A
-$2.5M
108,658
-4%
增持
MKL
MARKEL CORP
+$2.4M
9,086
+3%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$2.4M
48,046
+3%
减持
PCTY
PAYLOCITY HLDG CORP
-$2.2M
45,121
-0%
减持
BRO
BROWN & BROWN INC
-$2.1M
396,697
-3%
建仓
RXO
RXO, INC
+$2.0M
116,529
减持
SBUX
STARBUCKS CORP
+$1.9M
145,074
-2%
减持
HDB
HDFC BK LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHS
+$1.9M
234,275
-3%
减持
—
COOPER COMPANIES
+$1.8M
28,534
-1%
减持
CSGP
COSTAR GROUP INC
+$1.8M
244,444
-0%
减持
—
INVSC BULLETSHAR 2024 CRPRT BND ETF
-$1.8M
1,650,167
-6%
减持
BR
BROADRIDGE FINL SOLU
-$1.8M
122,160
-3%
减持
SLB
SCHLUMBERGER LTD F
+$1.7M
105,595
-3%
减持
—
INVSC BULLETSHARES 2023 CRP BND ETF
-$1.7M
1,623,038
-5%
减持
—
INVSC BULLETSHARES 2025 CRP BND ETF
-$1.6M
1,654,424
-6%
建仓
FTCHQ
FARFETCH LIMITED
+$1.6M
336,268
减持
CMCSA
COMCAST CORP CLASS A
+$1.5M
404,120
-6%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.4M
66,583
+79%
减持
—
CARDLYTICS INC
-$1.4M
236,363
-18%
减持
XPO
XPO LOGISTICS INC
-$1.3M
116,725
-1%
减持
RMD
RESMED INC
-$1.3M
74,527
-3%
减持
DFJ
WISDOMTREE JAPAN SMALCP DIVIDEND ETF
+$1.2M
286,971
-4%
减持
PEN
PENUMBRA INC
+$1.1M
37,170
-1%
减持
STAG
STAG INDUSTRIAL INC REIT
+$1.1M
307,766
-1%
减持
EPAM
EPAM SYSTEMS INC
-$1.1M
28,204
-1%
减持
BSCQ
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
-$1.1M
1,364,196
-5%
减持
OKTA
OKTA INC CLASS A
+$1.0M
110,597
-4%
减持
GNTX
GENTEX CORP
+$998.7K
310,519
-1%
减持
YUMC
YUM CHINA HOLDINGS INC
+$989.2K
165,414
-3%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$972.6K
44,579
+43%
减持
BUD
ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$965.3K
73,141
-4%
减持
SBNY
SIGNATURE BANK
-$954.5K
12,277
-22%
减持
BSCS
INVESCO BULLETSHARS 2028CORP BD ETF
-$949.5K
1,236,645
-6%
增持
VO
VANGUARD MID CAP ETF
+$896.0K
8,682
+88%
减持
—
BANCO LATINOAMERICANO F
+$874.5K
319,103
-3%
建仓
—
FIRST TRUST DOW JONES INTERNET INDEX FUND
+$873.0K
7,120
减持
GXO
GXO LOGISTICS INC
+$855.1K
116,281
-1%
减持
AXON
AXON ENTERPRISE INC
-$829.4K
117,319
-33%
减持
BSCR
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
-$826.9K
1,164,427
-6%
减持
—
AON PLC FCLASS A
+$821.8K
49,324
-5%
减持
SPY
SPDR S&P 500 ETF
-$809.4K
2,104
-53%
增持
UPS
UNITED PARCEL SRVC CLASS B
+$780.7K
42,957
+4%
减持
EWY
ISHARES MSCI SOUTH KOREAETF
+$761.0K
100,952
-3%
减持
ABBNY
ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$730.4K
183,812
-3%
减持
HQY
HEALTHEQUITY INC
-$726.5K
124,165
-0%
减持
LCII
L C I INDUSTRIE
-$698.9K
69,069
-1%
减持
—
HESKA CORP
-$693.7K
58,547
-1%
增持
MSFT
MICROSOFT CORP
+$693.3K
60,159
+2%
减持
TYL
TYLER TECHNOLOGIES
-$688.1K
24,746
-1%
减持
CGNX
COGNEX CORP
+$671.2K
141,416
-2%
增持
PG
PROCTER & GAMBLE
+$652.6K
22,190
+3%
减持
—
UPLAND SOFTWARE INC
-$646.4K
329,224
-11%
减持
IEUR
ISHARES CORE MSCI EUROPEETF
-$601.3K
315,599
-20%
减持
VTIP
VANGUARD SHORT INFLATIONPROT ETF IV
-$595.1K
34,937
-25%
减持
—
EVERBRIDGE INC.
-$590.1K
135,728
-9%
建仓
VBK
VANGUARD SMALL CAP GROWTH INDEX FUND
+$588.5K
2,935
减持
—
MEDTRONIC PLC F
-$588.5K
102,323
-3%
增持
VB
VANGUARD SMALL CAP ETF
+$574.4K
5,048
+146%
减持
WCN
WASTE CONNECTIONSINC F
-$524.1K
76,961
-3%
建仓
STIP
ISHARES TIPS BOND ETF
+$509.8K
4,787
增持
PAYX
PAYCHEX INC
+$498.4K
92,957
+2%
减持
PAYC
PAYCOM SOFTWARE INC
-$467.2K
21,064
-1%
减持
TSM
TAIWAN SEMICONDUCTR FSPONSORED ADR 1 ADR REPS 5 ORD SHS
+$467.1K
129,866
-3%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$465.7K
8,250
+209%
减持
JBTM
JOHN BEAN TECHS CORP
+$457.1K
100,196
-1%
增持
DIS
WALT DISNEY CO
-$425.5K
59,469
+0%
减持
BSCT
INVSC BLTSHRS 2029 CORP BND ETF
-$422.5K
714,456
-6%
增持
FAST
FASTENAL CO
+$419.1K
154,393
+3%
建仓
NVDA
NVIDIA CORP
+$410.1K
2,806
建仓
—
ETFMG PRIME CYBER SECURITY ETF
+$401.7K
9,157
减持
THO
THOR INDUSTRIES INC
+$399.7K
78,712
-1%
减持
JLL
JONES LANG LASALLE
+$377.0K
52,403
-1%
增持
ARE
ALEXANDRIA REAL EST REIT
+$347.2K
37,473
+3%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$345.0K
9,878
+15%
减持
AMT
AMERN TOWER CORP REIT
-$325.5K
94,431
-0%
减持
D
DOMINION ENERGY INC
-$319.2K
31,525
-3%
增持
WMT
WALMART INC
+$302.3K
18,345
+4%
增持
AAPL
APPLE INC
-$298.1K
63,080
+3%
清仓
TSLA
TESLA INC
-$294.0K
0
-100%
建仓
XLC
COMMUNICAT SVS SLCT SEC SPDR ETF
+$279.1K
5,826
建仓
PNQI
Invesco NASDAQ Internet ETF
+$258.7K
2,305
增持
ANSS
ANSYS INC
+$243.5K
12,031
+0%
建仓
XLY
SPDR FUND CONSUMER DISCRE SELECT ETF
+$240.5K
1,868
增持
KO
THE COCA-COLA CO
+$233.4K
24,453
+4%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$233.2K
27,866
+19%
增持
COST
COSTCO WHOLESALE CO
-$220.5K
20,168
+1%
减持
RARE
ULTRAGENYX PHARMA
+$219.4K
54,884
-2%
增持
TXN
TEXAS INSTRUMENTS
+$193.1K
12,182
+4%
减持
MELI
MERCADOLIBRE INC
+$182.5K
50,702
-2%
减持
VTR
VENTAS INC REIT
+$181.4K
46,402
-2%
减持
SHYG
ISHARES HIGH YIELD CORPORAT BOND ETF
-$172.1K
173,160
-5%
增持
JNJ
JOHNSON & JOHNSON
+$171.0K
9,890
+3%
增持
WEC
W E C ENERGY GROUP INC
+$150.2K
20,590
+4%
减持
LASR
NLIGHT INC
+$116.6K
257,446
-2%
增持
CMF
ISHARES CALIFORNIA MUNI BOND ETF
+$116.3K
10,513
+20%
减持
GSHD
GOOSEHEAD INSURANCE INC CLASS A
-$109.8K
64,218
-1%
增持
ADC
AGREE REALTY CORP REIT
+$92.7K
15,349
+4%
减持
LOB
LIVE OAK BANCSHARES INCO
-$72.6K
86,811
-1%
增持
CME
CME GROUP INC CLASS A
-$63.6K
11,112
+2%
建仓
UUUU
ENERGY FUELS, INC
+$61.6K
10,000
减持
AFK
VANECK AFRICA INDEX ETF
+$58.8K
121,668
-3%
清仓
INTK
INDUSTRIAL NANOTECH INC
-$4.0K
0
-100%
清仓
—
VOIP-PAL COM INC
-$2.0K
0
-100%
