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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 134 项
建仓 3
增持 47
减持 60
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
PANW
PALO ALTO NETWORKS
+$37.4M
325,605
+65%
增持
META
META PLATFORMS INC CLASS A
+$19.5M
202,750
+4%
增持
CRM
SALESFORCE INC
+$16.0M
229,383
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。
+2%
减持
AMZN
AMAZON.COM INC
+$13.1M
689,846
-0%
减持
BKNG
BOOKING HOLDINGS INC
+$11.2M
24,924
-8%
增持
SHYG
ISHARES HIGH YIELD CORPORAT BOND ETF
+$9.6M
401,306
+132%
清仓
EPAM
EPAM SYSTEMS INC
-$9.2M
0
-100%
清仓
AAPL
APPLE INC
-$8.2M
0
-100%
减持
MELI
MERCADOLIBRE INC
+$7.5M
38,198
-25%
减持
GOOG
ALPHABET INC. CLASS C
+$7.2M
512,147
-1%
减持
AXON
AXON ENTERPRISE INC
+$6.2M
114,177
-3%
清仓
—
SVB FINL GROUP
-$5.6M
0
-100%
增持
—
SPLUNK INC
+$5.5M
444,782
+3%
增持
TSCO
TRACTOR SUPPLY COMP
+$5.2M
36,259
+149%
增持
MKL
MARKEL CORP
+$5.2M
13,425
+48%
减持
WSO
WATSCO INC
+$4.9M
79,815
-3%
减持
BSCS
INVESCO BULLETSHARS 2028CORP BD ETF
-$4.7M
972,600
-21%
增持
NFLX
NETFLIX INC
+$3.8M
71,988
+1%
增持
CME
CME GROUP INC CLASS A
+$3.6M
28,317
+155%
清仓
MUB
ISHARES NATIONAL MUNI BOND ETF
-$3.3M
0
-100%
建仓
SNEX
STONEX GROUP ORD
+$3.2M
30,705
增持
ARE
ALEXANDRIA REAL EST REIT
+$3.0M
67,705
+81%
增持
MSFT
MICROSOFT CORP
+$3.0M
60,384
+0%
增持
ANSS
ANSYS INC
+$2.9M
17,314
+44%
增持
BR
BROADRIDGE FINL SOLU
+$2.7M
130,173
+7%
清仓
LASR
NLIGHT INC
-$2.6M
0
-100%
减持
BSCR
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
-$2.6M
1,010,755
-13%
减持
EQIX
EQUINIX INC REIT
+$2.5M
59,472
-4%
增持
OKTA
OKTA INC CLASS A
+$2.4M
115,025
+4%
清仓
—
UPLAND SOFTWARE INC
-$2.3M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTR FSPONSORED ADR 1 ADR REPS 5 ORD SHS
+$2.3M
129,113
-1%
增持
TWLO
TWILIO INC CLASS A
+$2.3M
114,780
+6%
建仓
—
ISHARES NATIONAL MUNI BOND
+$2.3M
21,013
减持
BMRN
BIOMARIN PHARMACEUTL
-$2.3M
336,806
-1%
增持
PYPL
PAYPAL HOLDINGS INCORPOR
+$2.2M
368,157
+2%
增持
—
HESKA CORP
+$2.1M
59,277
+1%
增持
PEN
PENUMBRA INC
+$2.1M
37,312
+0%
减持
CSGP
COSTAR GROUP INC
-$2.1M
243,172
-1%
减持
NVO
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$2.1M
98,107
-2%
减持
TEAM
ATLASSIAN CORP PLC FCLASS A
+$2.0M
52,937
-3%
增持
JBTM
JOHN BEAN TECHS CORP
+$1.9M
101,059
+1%
清仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$1.9M
0
-100%
增持
RARE
ULTRAGENYX PHARMA
+$1.9M
110,116
+101%
清仓
JNJ
JOHNSON & JOHNSON
-$1.7M
0
-100%
减持
—
ICON PLC F
+$1.7M
98,604
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
-$1.6M
42,745
-11%
减持
VOO
VANGUARD S&P 500 ETF
-$1.6M
22,298
-22%
清仓
SBNY
SIGNATURE BANK
-$1.4M
0
-100%
增持
CMCSA
COMCAST CORP CLASS A
+$1.4M
409,534
+1%
清仓
—
CARDLYTICS INC
-$1.4M
0
-100%
减持
IEUR
ISHARES CORE MSCI EUROPEETF
+$1.4M
312,021
-1%
减持
MA
MASTERCARD INC CLASS A
+$1.3M
112,144
-1%
减持
YUMC
YUM CHINA HOLDINGS INC
+$1.3M
162,754
-2%
增持
—
COOPER COMPANIES
+$1.3M
28,680
+1%
建仓
USB
US BANCORP
+$1.3M
35,111
增持
LCII
L C I INDUSTRIE
+$1.3M
69,590
+1%
增持
GSHD
GOOSEHEAD INSURANCE INC CLASS A
+$1.2M
65,121
+1%
增持
—
HOWARD HUGHES CORP
+$1.1M
219,515
+2%
增持
BRO
BROWN & BROWN INC
+$1.1M
412,290
+4%
减持
AMT
AMERN TOWER CORP REIT
-$1.1M
92,560
-2%
减持
DFJ
WISDOMTREE JAPAN SMALCP DIVIDEND ETF
+$1.0M
286,152
-0%
增持
COST
COSTCO WHOLESALE CO
+$973.9K
20,475
+2%
增持
DIS
WALT DISNEY CO
+$941.1K
60,936
+2%
清仓
VB
VANGUARD SMALL CAP ETF
-$925.4K
0
-100%
减持
FAST
FASTENAL CO
+$922.1K
152,433
-1%
增持
GXO
GXO LOGISTICS INC
+$915.7K
116,465
+0%
增持
—
EVERBRIDGE INC.
+$909.3K
141,914
+5%
增持
TYL
TYLER TECHNOLOGIES
+$881.3K
24,970
+1%
清仓
—
FIRST TRUST DOW JONES INTERNET INDEX FUND
-$873.0K
0
-100%
清仓
SPY
SPDR S&P 500 ETF
-$804.6K
0
-100%
减持
UPS
UNITED PARCEL SRVC CLASS B
+$720.7K
42,179
-2%
增持
JLL
JONES LANG LASALLE
-$690.8K
52,624
+0%
增持
VTIP
VANGUARD SHORT INFLATIONPROT ETF IV
+$679.9K
48,345
+38%
清仓
VNQ
VANGUARD REAL ESTATE ETF
-$679.7K
0
-100%
减持
HDB
HDFC BK LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHS
-$642.5K
230,670
-2%
减持
ABBNY
ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$635.3K
181,710
-1%
清仓
VBK
VANGUARD SMALL CAP GROWTH INDEX FUND
-$588.5K
0
-100%
减持
SLB
SCHLUMBERGER LTD F
-$558.2K
103,587
-2%
减持
RMD
RESMED INC
+$528.5K
73,213
-2%
增持
STAG
STAG INDUSTRIAL INC REIT
+$518.3K
309,271
+0%
增持
CGNX
COGNEX CORP
+$513.9K
144,784
+2%
清仓
STIP
ISHARES TIPS BOND ETF
-$509.8K
0
-100%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$493.5K
36,694
-18%
减持
BUD
ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$473.3K
72,886
-0%
增持
LOB
LIVE OAK BANCSHARES INCO
-$466.9K
88,449
+2%
增持
VO
VANGUARD MID CAP ETF
+$441.1K
10,460
+20%
减持
EWY
ISHARES MSCI SOUTH KOREAETF
+$424.2K
100,069
-1%
减持
VTR
VENTAS INC REIT
-$418.4K
38,525
-17%
清仓
NVDA
NVIDIA CORP
-$410.1K
0
-100%
清仓
—
ETFMG PRIME CYBER SECURITY ETF
-$401.7K
0
-100%
减持
BAM
BROOKFIELD ASSET MGM FCLASS A
+$387.2K
103,515
-1%
增持
THO
THOR INDUSTRIES INC
+$367.0K
79,189
+1%
增持
EMN
EASTMAN CHEMICAL CO
+$357.8K
67,238
+3%
增持
HQY
HEALTHEQUITY INC
-$349.9K
124,333
+0%
减持
WCN
WASTE CONNECTIONSINC F
+$337.9K
75,751
-2%
减持
BN
BROOKFIELD CL A ORD
+$336.5K
414,425
-1%
减持
—
BANCO LATINOAMERICANO F
+$316.0K
315,675
-1%
增持
GNTX
GENTEX CORP
+$287.9K
312,365
+1%
减持
—
INVSC BULLETSHARES 2023 CRP BND ETF
-$285.6K
1,601,808
-1%
减持
RXO
RXO ORD
+$281.8K
116,362
-0%
清仓
XLC
COMMUNICAT SVS SLCT SEC SPDR ETF
-$279.1K
0
-100%
清仓
PNQI
Invesco NASDAQ Internet ETF
-$258.7K
0
-100%
减持
—
INVSC BULLETSHAR 2024 CRPRT BND ETF
-$256.8K
1,629,304
-1%
增持
PCTY
PAYLOCITY HLDG CORP
+$244.6K
45,287
+0%
减持
TXN
TEXAS INSTRUMENTS
+$243.7K
12,117
-1%
清仓
XLY
SPDR FUND CONSUMER DISCRE SELECT ETF
-$240.5K
0
-100%
减持
—
MEDTRONIC PLC F
+$236.1K
101,521
-1%
清仓
VOOG
VANGUARD S&P500 INDEX FUND
-$224.0K
0
-100%
减持
BSCT
INVSC BLTSHRS 2029 CORP BND ETF
+$221.7K
706,224
-1%
减持
CNI
CANADIAN NATL RAILWY F
-$203.1K
76,933
-1%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$191.8K
31,611
+13%
减持
PG
PROCTER & GAMBLE
-$190.0K
21,324
-4%
减持
—
INVSC BULLETSHARES 2025 CRP BND ETF
-$176.1K
1,634,346
-1%
增持
DDOG
DATADOG CL A ORD
+$166.7K
129,780
+3%
减持
ALRM
ALARM COM HLDGS INC SH
+$154.8K
290,999
-1%
减持
SBUX
STARBUCKS CORP
+$149.4K
139,579
-4%
减持
—
AON PLC FCLASS A
+$148.6K
47,409
-4%
减持
—
ISHARES IBONDS DEC 2024
-$148.6K
918,689
-1%
增持
XPO
XPO LOGISTICS INC
-$141.8K
117,339
+1%
增持
D
DOMINION ENERGY INC
-$122.6K
32,342
+3%
减持
KO
THE COCA-COLA CO
-$101.3K
23,426
-4%
减持
—
ISHARES IBONDS DEC 2023
-$101.2K
328,910
-2%
减持
MBB
ISHARES MBS ETF
+$99.8K
126,880
-1%
减持
PAYX
PAYCHEX INC
-$90.5K
92,835
-0%
增持
PAYC
PAYCOM SOFTWARE INC
-$80.9K
21,216
+1%
减持
ADC
AGREE REALTY CORP REIT
-$75.5K
14,753
-4%
减持
FTCHQ
FARFETCH LTD
+$62.7K
336,236
-0%
清仓
UUUU
ENERGY FUELS, INC
-$61.6K
0
-100%
减持
WEC
W E C ENERGY GROUP INC
-$58.5K
19,735
-4%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$31.8K
62,566
-6%
减持
BSCQ
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
+$25.5K
1,348,752
-1%
减持
AFK
VANECK AFRICA INDEX ETF
-$23.2K
120,897
-1%
减持
WMT
WALMART INC
-$7.0K
17,581
-4%
清仓
—
GULFSLOPE ENERGY INC
-$903
0
-100%
