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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 127 项
建仓 7
增持 64
减持 49
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY E
+$36.0M
1,366,368
清仓
—
INVESCO BULLETSHARES 2023 CO
-$34.9M
0
-100%
清仓
—
HOWARD HUGHES CORP/THE
-$16.9M
0
-100%
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
—
SPLUNK INC
+$16.4M
427,199
-2%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$14.7M
488,956
+48%
建仓
HHH
HOWARD HUGHES HOLDING CO
+$14.3M
209,050
增持
RXO
RXO INC
+$9.8M
627,812
+444%
减持
PANW
PALO ALTO NETWORKS INC
-$7.6M
313,221
-2%
减持
BKNG
BOOKING HOLDINGS INC
+$5.6M
17,015
-2%
减持
AMZN
AMAZON.COM INC
-$5.2M
652,211
-3%
减持
NFLX
NETFLIX INC
-$5.0M
69,236
-2%
减持
PYPL
PAYPAL HOLDINGS INC
-$4.9M
507,202
-2%
增持
VOO
VANGUARD S&P 500 ETF
+$4.9M
27,282
+90%
减持
EQIX
EQUINIX INC
-$3.8M
58,366
-1%
减持
GOOG
ALPHABET INC-CL C
+$3.7M
485,272
-3%
增持
BND
VANGUARD TOTAL BOND MARKET
+$3.1M
87,721
+115%
减持
CSGP
COSTAR GROUP INC
-$3.0M
235,761
-1%
减持
CRM
SALESFORCE INC
-$2.8M
219,712
-2%
增持
AMT
AMERICAN TOWER CORP
-$2.8M
92,053
+0%
增持
HQY
HEALTHEQUITY INC
+$2.6M
141,235
+15%
减持
ALRM
ALARM.COM HOLDINGS INC
+$2.4M
278,573
-1%
清仓
MUB
ISHARES NATIONAL MUNI BOND E
-$2.2M
0
-100%
增持
NVO
NOVO-NORDISK A/S-SPONS ADR
+$2.0M
194,840
+100%
减持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
-$2.0M
40,998
-15%
减持
CGNX
COGNEX CORP
-$2.0M
143,160
-0%
减持
—
COOPER COS INC/THE
-$1.9M
28,395
-0%
减持
MELI
MERCADOLIBRE INC
+$1.8M
36,413
-2%
清仓
D
DOMINION ENERGY INC
-$1.8M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTR FSPONSORED ADR 1 ADR REPS 5 ORD SHS
-$1.7M
128,268
+0%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.7M
75,038
+126%
减持
JBTM
JOHN BEAN TECHNOLOGIES CORP
-$1.7M
99,939
-0%
减持
META
META PLATFORMS INC-CLASS A
+$1.6M
193,949
-2%
减持
TEAM
ATLASSIAN CORP CLASS A
+$1.5M
50,452
-2%
增持
HDB
HDFC BANK LTD-ADR
-$1.5M
148,088
+0%
增持
MKL
MARKEL GROUP INC
+$1.5M
13,632
+1%
增持
—
INVESCO BULLETSHARES 2024 CO
+$1.5M
1,737,770
+4%
减持
SNEX
STONEX GROUP INC
+$1.4M
102,237
-0%
减持
BR
BROADRIDGE FINANCIAL SOLUTIO
+$1.3M
125,251
-2%
增持
FTCHQ
FARFETCH LTD-CLASS A
-$1.3M
333,256
+0%
建仓
KVUE
KENVUE INC
+$1.3M
83,727
减持
PAYC
PAYCOM SOFTWARE INC
-$1.3M
20,968
-0%
增持
VO
VANGUARD MID CAP ETF
+$1.2M
13,432
+91%
增持
VTIP
VANGUARD SHRT INF PROT SEC INDEX ETF
+$1.2M
52,255
+100%
增持
—
INVESCO BULLETSHARES 2025 CO
+$1.2M
1,743,862
+4%
减持
DDOG
DATADOG INC - CLASS A
-$1.2M
123,818
-3%
减持
—
AON PLC-CLASS A
-$1.1M
45,721
-1%
减持
GSHD
GOOSEHEAD INSURANCE INC -A
+$1.1M
99,096
-0%
减持
OKTA
OKTA INC
+$1.1M
108,959
-3%
减持
SBUX
STARBUCKS CORP
-$1.1M
137,014
-0%
减持
CMCSA
COMCAST CORP-CLASS A
+$1.0M
401,180
-0%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$1.0M
41,521
+183%
增持
—
ISHARES IBONDS DEC 2024 TERM
+$971.7K
980,515
+4%
减持
GNTX
GENTEX CORP
+$960.2K
309,476
-0%
增持
—
MEDTRONIC PLC
-$956.5K
101,021
+0%
增持
SLB
SCHLUMBERGER LTD F
+$954.1K
103,148
+1%
增持
CNI
CANADIAN NATL RAILWAY CO
-$935.2K
76,760
+1%
增持
MORN
MORNINGSTAR INC
+$934.4K
24,235
+0%
增持
MSCI
MSCI INC
+$933.2K
15,358
+4%
增持
BN
BROOKFIELD CORP
-$918.9K
412,461
+0%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$918.5K
168,259
+53%
增持
WAT
WATERS CORP
+$900.6K
29,834
+10%
减持
—
INARI MEDICAL INC
+$890.3K
138,754
-2%
增持
IEUR
ISHARES CORE MSCI EUROPE ETF
-$824.9K
311,061
+1%
减持
TWLO
TWILIO INC CLASS A
-$808.6K
107,984
-3%
减持
JLL
JONES LANG LASALLE INC
-$802.6K
52,004
-0%
减持
TYL
TYLER TECHNOLOGIES
-$789.2K
24,628
-1%
增持
BSCQ
INVESCO BULLETSHARES 2026 CO
+$741.9K
1,439,334
+4%
增持
ARE
ALEXANDRIA REAL ESTATE EQUIT
-$721.3K
70,103
+3%
增持
DFJ
WISDOMTREE JPN S/C DVD FUND
+$719.4K
284,454
+0%
减持
THO
THOR INDUSTRIES INC
-$717.2K
78,271
-0%
减持
—
ICON PLC
-$715.9K
108,617
-1%
增持
WSO
WATSCO INC
+$715.8K
48,938
+5%
增持
PAYX
PAYCHEX INC
+$715.5K
95,967
+3%
增持
COST
COSTCO WHOLESALE CORP
+$709.9K
20,617
+2%
增持
MSFT
MICROSOFT CORP
-$702.9K
51,722
+3%
增持
WMT
WALMART INC
+$702.8K
19,433
+28%
减持
—
EVERBRIDGE INC
-$680.9K
136,424
-2%
减持
LCII
LCI INDUSTRIES
-$675.8K
68,866
-0%
增持
YUMC
YUM CHINA HOLDINGS INC
+$673.3K
162,085
+10%
增持
TSCO
TRACTOR SUPPLY COMP
-$639.9K
36,231
+0%
减持
LOB
LIVE OAK BANCSHARES INC
+$634.7K
242,619
-0%
清仓
—
ISHARES CALIFORNIA MUNI BOND ETF
-$597.6K
0
-100%
减持
TMO
THERMO FISHER SCNTFC
-$596.2K
21,108
-2%
建仓
CMF
ISHARES CALIFORNIA MUNI BOND ETF
+$569.2K
10,513
减持
ANSS
ANSYS INC
-$560.3K
17,267
-0%
减持
GXO
GXO LOGISTICS INC
-$520.4K
115,409
-0%
减持
EMN
EASTMAN CHEMICAL CO
-$499.6K
66,535
-0%
减持
STAG
STAG INDUSTRIAL INC REIT
-$496.9K
305,082
-0%
增持
SHYG
ISHARES HIGH YIELD CORPORAT BOND ETF
+$470.1K
429,412
+4%
增持
BSCR
INVESCO BULLETSHARES 2027 CO
+$423.9K
1,080,157
+4%
增持
EWY
ISHARES MSCI SOUTH KOREA ETF
-$422.9K
99,551
+0%
增持
UPS
UNITED PARCEL SRVC CLASS B
+$419.3K
44,001
+23%
增持
FAST
FASTENAL CO
-$413.0K
157,408
+2%
增持
AAPL
APPLE INC
+$371.8K
11,061
+37%
减持
MA
MASTERCARD INC - A
-$352.8K
107,838
-2%
减持
CME
CME GROUP INC
+$351.3K
27,724
-2%
增持
WCN
WASTE CONNECTIONSINC F
+$347.9K
75,380
+10%
增持
—
ISHARES IBONDS DEC 2023 TERM
+$343.6K
351,338
+4%
增持
BSCS
INVESCO BULLETSHARES 2028
+$340.8K
1,039,021
+4%
清仓
RMD
RESMED INC
-$312.6K
0
-100%
减持
QTWO
Q2 HOLDINGS INC
+$299.2K
229,948
-0%
增持
—
BANCO LATINOAMERICANO COME-E
-$255.6K
313,763
+0%
增持
USB
U S BANCORP
+$246.4K
39,966
+24%
增持
WEC
W E C ENERGY GROUP INC
+$242.7K
21,844
+27%
清仓
XLC
Communication Services Select Sector SPDR Fund
-$232.5K
0
-100%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$212.6K
9,238
+60%
增持
TXN
TEXAS INSTRUMENTS
-$206.6K
13,327
+3%
增持
VTR
VENTAS INC REIT
+$191.7K
42,506
+27%
增持
VB
VANGUARD SMALL CAP ETF IV
+$189.9K
4,790
+34%
增持
MBB
ISHARES MBS ETF
-$161.6K
135,561
+4%
减持
AXON
AXON ENTERPRISE INC
+$155.3K
110,938
-1%
增持
BSCT
INVESCO BULLETSHARES 2029 CO
+$144.0K
750,804
+4%
增持
ADC
AGREE REALTY CORP
-$131.6K
16,315
+3%
增持
TSLA
TESLA INC
+$124.4K
1,915
+42%
增持
BUD
ANHEUSER-BUSCH INBEV SPN ADR
-$113.2K
72,436
+0%
增持
NVDA
NVIDIA CORP
+$90.7K
1,535
+12%
增持
KO
COCA-COLA CO/THE
-$84.0K
26,295
+3%
增持
AFK
VANECK AFRICA INDEX ETF
-$80.2K
119,855
+0%
增持
BAM
BROOKFIELD ASSET MGMT-A
+$78.9K
103,031
+0%
减持
BRO
BROWN & BROWN INC
+$66.6K
398,653
-1%
减持
PCTY
PAYLOCITY HOLDING CORP
-$48.4K
44,801
-0%
增持
JNJ
JOHNSON & JOHNSON
+$44.4K
10,999
+9%
增持
PG
PROCTER & GAMBLE CO/THE
-$30.4K
23,516
+3%
减持
DHR
DANAHER CORP
-$16.2K
47,036
-2%
建仓
INTK
INDUSTRIAL NANOTECH INC
+$350
500,000
建仓
—
GULFSLOPE ENERGY INC
+$201
200,724
建仓
—
ELECTRIC CAR COMPANY INC
+$0
31,000