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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 129 项
建仓 18
增持 27
减持 77
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
BKNG
BOOKING HOLDINGS INC
-$19.3M
17,332
-30%
减持
AMZN
AMAZON.COM INC
+$16.8M
675,648
-2%
减持
PANW
PALO ALTO NETWORKS INC
+$16.5M
319,203
-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。
减持
RMD
RESMED INC
-$15.7M
1,431
-98%
减持
META
META PLATFORMS INC-CLASS A
+$13.9M
197,831
-2%
建仓
DHR
DANAHER CORP
+$11.5M
48,081
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$11.3M
21,599
清仓
PEN
PENUMBRA INC
-$10.4M
0
-100%
建仓
—
INARI MEDICAL INC
+$8.2M
141,347
减持
WSO
WATSCO INC
-$7.6M
46,720
-41%
减持
GOOG
ALPHABET INC-CL C
+$7.3M
500,210
-2%
建仓
WAT
WATERS CORP
+$7.3M
27,242
建仓
QTWO
Q2 HOLDINGS INC
+$7.1M
230,405
建仓
MSCI
MSCI INC
+$6.9M
14,798
增持
PYPL
PAYPAL HOLDINGS INC
+$6.5M
516,669
+40%
建仓
TMFG
MOTLEY FOOL GLOBAL OPP
+$6.4M
241,361
增持
—
ICON PLC
+$6.4M
109,795
+11%
减持
NFLX
NETFLIX INC
+$6.3M
70,544
-2%
清仓
ABBNY
ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$6.2M
0
-100%
减持
MELI
MERCADOLIBRE INC
-$6.2M
37,309
-2%
清仓
DIS
WALT DISNEY CO
-$6.1M
0
-100%
清仓
—
HESKA CORP
-$5.8M
0
-100%
增持
SNEX
STONEX GROUP INC
+$5.3M
102,595
+234%
减持
HDB
HDFC BANK LTD-ADR
-$5.1M
147,393
-36%
建仓
MORN
MORNINGSTAR INC
+$4.7M
24,177
减持
CSGP
COSTAR GROUP INC
+$4.5M
238,711
-2%
增持
LOB
LIVE OAK BANCSHARES INC
+$4.2M
242,977
+175%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$4.2M
329,535
-2%
减持
BRO
BROWN & BROWN INC
+$4.1M
404,711
-2%
减持
AXON
AXON ENTERPRISE INC
-$3.8M
112,301
-2%
清仓
XPO
XPO LOGISTICS INC
-$3.7M
0
-100%
减持
—
SPLUNK INC
+$3.5M
435,738
-2%
建仓
TMFM
MOTLEY FOOL MID CAP GROWTH ETF
+$3.4M
144,791
减持
EQIX
EQUINIX INC
+$3.2M
58,798
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
+$3.2M
47,991
+12%
减持
DDOG
DATADOG INC - CLASS A
+$3.1M
127,026
-2%
增持
GSHD
GOOSEHEAD INSURANCE INC -A
+$2.8M
99,328
+53%
减持
VOO
VANGUARD S&P 500 ETF
-$2.5M
14,347
-36%
减持
MA
MASTERCARD INC - A
+$2.3M
109,586
-2%
清仓
—
ISHARES NATIONAL MUNI BOND
-$2.3M
0
-100%
建仓
MUB
ISHARES NATIONAL MUNI BOND E
+$2.2M
21,012
减持
OKTA
OKTA INC
-$2.1M
112,443
-2%
减持
BR
BROADRIDGE FINANCIAL SOLUTIO
+$2.0M
127,516
-2%
减持
YUMC
YUM CHINA HOLDINGS INC
-$2.0M
147,484
-9%
减持
THO
THOR INDUSTRIES INC
+$1.8M
78,567
-1%
减持
UPS
UNITED PARCEL SERVICE-CL B
-$1.8M
35,865
-15%
建仓
JNJ
JOHNSON & JOHNSON
+$1.7M
10,130
减持
CRM
SALESFORCE INC
+$1.7M
224,643
-2%
建仓
AAPL
APPLE INC
+$1.6M
8,069
减持
TYL
TYLER TECHNOLOGIES INC
+$1.5M
24,773
-1%
增持
MKL
MARKEL GROUP INC
+$1.4M
13,453
+0%
减持
—
BANCO LATINOAMERICANO COME-E
+$1.4M
312,454
-1%
减持
GXO
GXO LOGISTICS INC
+$1.4M
115,624
-1%
减持
VEA
VANGUARD FTSE DEVELOPED ETF
-$1.3M
33,246
-47%
减持
—
EVERBRIDGE INC
-$1.2M
138,953
-2%
减持
CMCSA
COMCAST CORP-CLASS A
+$1.2M
402,285
-2%
减持
JBTM
JOHN BEAN TECHNOLOGIES CORP
+$1.1M
100,314
-1%
增持
—
INVESCO BULLETSHARES 2023 CO
+$1.1M
1,646,822
+3%
减持
AMT
AMERICAN TOWER CORP
-$1.1M
91,743
-1%
减持
VTIP
VANGUARD SHORT-TERM TIPS
-$1.1M
26,116
-46%
减持
LCII
LCI INDUSTRIES
+$1.1M
69,059
-1%
减持
—
AON PLC-CLASS A
+$1.0M
46,289
-2%
减持
SBUX
STARBUCKS CORP
-$936.2K
137,338
-2%
增持
—
INVESCO BULLETSHARES 2024 CO
+$917.0K
1,675,402
+3%
减持
TSM
TAIWAN SEMICONDUCTOR-SP ADR
+$905.4K
127,854
-1%
减持
CGNX
COGNEX CORP
+$874.1K
143,827
-1%
增持
FAST
FASTENAL CO
+$834.0K
153,901
+1%
增持
ARE
ALEXANDRIA REAL ESTATE EQUIT
-$789.0K
67,804
+0%
减持
BUD
ANHEUSER-BUSCH INBEV SPN ADR
-$766.6K
72,203
-1%
减持
WCN
WASTE CONNECTIONS INC
-$747.4K
68,476
-10%
减持
COST
COSTCO WHOLESALE CORP
+$725.2K
20,233
-1%
增持
—
INVESCO BULLETSHARES 2025 CO
+$720.9K
1,682,276
+3%
减持
PCTY
PAYLOCITY HOLDING CORP
-$715.0K
44,968
-1%
建仓
VB
VANGUARD SMALL-CAP ETF
+$710.9K
3,574
增持
—
ISHARES IBONDS DEC 2024 TERM
+$682.8K
945,494
+3%
减持
VWO
VANGUARD FTSE EMERGING MARKE
-$681.1K
14,651
-54%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$664.4K
110,120
+0%
减持
—
MEDTRONIC PLC
+$663.8K
100,547
-1%
减持
VO
VANGUARD MID-CAP ETF
-$659.2K
7,027
-33%
减持
—
HOWARD HUGHES CORP/THE
-$632.2K
214,599
-2%
清仓
CMF
ISHARES CALIFORNIA MUNI BOND ETF
-$603.7K
0
-100%
建仓
—
ISHARES CALIFORNIA MUNI BOND ETF
+$597.6K
10,513
建仓
NVDA
NVIDIA CORP
+$577.8K
1,365
减持
STAG
STAG INDUSTRIAL INC
+$559.2K
306,613
-1%
减持
TWLO
TWILIO INC - A
-$539.8K
111,896
-3%
减持
TSCO
TRACTOR SUPPLY COMPANY
-$518.7K
36,230
-0%
建仓
VNQ
VANGUARD REAL ESTATE ETF
+$482.5K
5,774
减持
JLL
JONES LANG LASALLE INC
+$468.9K
52,210
-1%
减持
HQY
HEALTHEQUITY INC
+$453.7K
122,957
-1%
增持
BSCQ
INVESCO BULLETSHARES 2026 CO
+$450.7K
1,387,981
+3%
减持
TEAM
ATLASSIAN CORP-CL A
-$431.9K
51,415
-3%
增持
SHYG
ISHARES 0-5 YR HY CORP BOND
+$404.7K
413,519
+3%
建仓
TSLA
TESLA INC
+$362.3K
1,350
减持
FTCHQ
FARFETCH LTD-CLASS A
+$360.0K
332,909
-1%
减持
WEC
WEC ENERGY GROUP INC
-$356.4K
17,161
-13%
减持
RXO
RXO INC
+$332.4K
115,482
-1%
减持
GNTX
GENTEX CORP
+$324.9K
310,068
-1%
减持
PAYC
PAYCOM SOFTWARE INC
+$297.0K
21,037
-1%
增持
BSCR
INVESCO BULLETSHARES 2027 CO
+$292.5K
1,041,076
+3%
减持
MSFT
MICROSOFT CORP
-$286.7K
50,315
-17%
增持
—
ISHARES IBONDS DEC 2023 TERM
+$279.3K
338,708
+3%
增持
PG
PROCTER & GAMBLE CO/THE
+$278.7K
22,732
+7%
减持
BN
BROOKFIELD CORP
+$276.3K
410,566
-1%
减持
DFJ
WISDOMTREE JPN S/C DVD FUND
-$261.1K
283,209
-1%
减持
PAYX
PAYCHEX INC
-$258.1K
92,777
-0%
增持
BND
VANGUARD TOTAL BOND MARKET
+$255.4K
40,886
+11%
增持
BSCS
INVESCO BULLETSHARES 2028
+$251.4K
1,001,434
+3%
建仓
XLC
Communication Services Select Sector SPDR Fund
+$232.5K
4,845
减持
WMT
WALMART INC
-$212.4K
15,141
-14%
减持
—
COOPER COS INC/THE
+$201.7K
28,494
-1%
减持
USB
US BANCORP
-$199.3K
32,278
-8%
减持
CME
CME GROUP INC
-$197.0K
28,233
-0%
减持
AFK
VANECK AFRICA INDEX ETF
-$167.4K
119,740
-1%
减持
CNI
CANADIAN NATL RAILWAY CO
+$164.9K
76,336
-1%
增持
MBB
ISHARES MBS ETF
+$164.1K
130,702
+3%
减持
EWY
ISHARES MSCI SOUTH KOREA ETF
+$161.1K
99,101
-1%
减持
NVO
NOVO-NORDISK A/S-SPONS ADR
+$99.6K
97,188
-1%
减持
VTR
VENTAS INC.
-$89.9K
33,429
-13%
增持
BSCT
INVESCO BULLETSHARES 2029 CO
+$84.8K
724,809
+3%
增持
KO
COCA-COLA CO/THE
+$83.2K
25,470
+9%
减持
EMN
EASTMAN CHEMICAL CO
-$81.8K
66,755
-1%
减持
IEUR
ISHARES CORE MSCI EUROPE ETF
-$80.2K
309,344
-1%
减持
ANSS
ANSYS INC
-$67.8K
17,271
-0%
增持
TXN
TEXAS INSTRUMENTS INC
+$66.0K
12,919
+7%
减持
ALRM
ALARM.COM HOLDINGS INC
-$56.4K
282,563
-3%
减持
SLB
SCHLUMBERGER LTD
-$49.7K
102,522
-1%
减持
BAM
BROOKFIELD ASSET MGMT-A
-$45.8K
102,546
-1%
增持
ADC
AGREE REALTY CORP
+$20.7K
15,780
+7%
增持
D
DOMINION ENERGY INC
-$11.3K
34,591
+7%
