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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 134 项
建仓 15
增持 29
减持 82
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY E
-$34.9M
37,234
-97%
减持
PANW
PALO ALTO NETWORKS INC
+$14.9M
302,461
-3%
增持
—
INVESCO BULLETSHARES 2025 CO
+$14.6M
2,427,788
+39%
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
BSCV
INVESCO BULLTSHR 2031 CRP BND ETF
+$13.7M
832,634
建仓
BSCU
INVESCO BULLTSHR 2030 COR BND ETF
+$13.7M
820,943
建仓
BSCW
INVESCO BULLETSHS 2032 CORP BND ETF
+$13.6M
656,566
建仓
RTO
RENTOKIL INITIAL ADS ECH REP 5 ORD
+$12.5M
437,647
减持
AMZN
AMAZON.COM INC
+$11.1M
620,720
-5%
减持
CRM
SALESFORCE INC
+$10.9M
212,006
-4%
减持
MELI
MERCADOLIBRE INC
+$9.0M
35,161
-3%
清仓
—
ISHARES IBONDS DEC 2023 TERM
-$8.9M
0
-100%
建仓
NEE
NEXTERA ENERGY ORD
+$8.7M
143,194
建仓
TREX
TREX ORD
+$8.6M
103,819
清仓
THO
THOR INDUSTRIES INC
-$7.4M
0
-100%
清仓
JLL
JONES LANG LASALLE INC
-$7.3M
0
-100%
减持
—
SPLUNK INC
-$6.9M
364,889
-15%
建仓
CALY
TOPGOLF CALLAWAY BRANDS ORD
+$6.7M
463,973
减持
NFLX
NETFLIX INC
+$6.3M
66,974
-3%
减持
META
META PLATFORMS INC-CLASS A
+$6.2M
183,659
-5%
减持
AXON
AXON ENTERPRISE INC
+$5.9M
108,678
-2%
减持
BKNG
BOOKING HOLDINGS INC
+$5.9M
16,446
-3%
增持
WAT
WATERS CORP
+$5.6M
41,657
+40%
建仓
—
SHOCKWAVE MEDICAL ORD
+$5.2M
27,083
清仓
ANSS
ANSYS INC
-$5.1M
0
-100%
增持
GXO
GXO LOGISTICS INC
+$4.5M
184,398
+60%
减持
AMT
AMERICAN TOWER CORP
+$4.5M
90,613
-2%
增持
VOO
VANGUARD S&P 500 ETF
+$3.5M
32,679
+20%
减持
BN
BROOKFIELD CORP
+$3.4M
407,491
-1%
减持
—
ICON PLC
+$3.4M
106,479
-2%
增持
CNI
CANADIAN NATL RAILWAY CO
+$3.2M
91,541
+19%
减持
DDOG
DATADOG INC - CLASS A
+$3.1M
119,282
-4%
清仓
—
EVERBRIDGE INC
-$3.1M
0
-100%
减持
HHH
HOWARD HUGHES HOLDING CO
+$2.8M
200,809
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
+$2.8M
47,951
+17%
增持
SNEX
STONEX GROUP INC
+$2.4M
167,415
+64%
减持
QTWO
Q2 HOLDINGS INC
+$2.4M
227,074
-1%
减持
EQIX
EQUINIX INC
+$2.3M
55,397
-5%
减持
YUMC
YUM CHINA HOLDINGS INC
-$2.3M
159,158
-2%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$2.2M
470,289
-4%
减持
NVO
NOVO-NORDISK A/S-SPONS ADR
+$2.1M
192,468
-1%
增持
ARE
ALEXANDRIA REAL ESTATE EQUIT
+$2.0M
70,902
+1%
减持
TSM
TAIWAN SEMICONDUCTR FSPONSORED ADR 1 ADR REPS 5 ORD SHS
+$2.0M
126,723
-1%
减持
WSO
WATSCO INC
+$2.0M
47,902
-2%
减持
MSFT
MICROSOFT CORP
+$1.9M
48,926
-5%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$1.9M
164,235
-2%
减持
RXO
RXO INC
+$1.9M
611,508
-3%
减持
—
AON PLC-CLASS A
-$1.8M
44,658
-2%
清仓
VTR
VENTAS INC REIT
-$1.8M
0
-100%
减持
BR
BROADRIDGE FINANCIAL SOLUTIO
+$1.7M
117,693
-6%
减持
COST
COSTCO WHOLESALE CORP
+$1.7M
20,170
-2%
减持
MA
MASTERCARD INC - A
+$1.7M
104,274
-3%
减持
CSGP
COSTAR GROUP INC
+$1.5M
227,199
-4%
减持
DFJ
WISDOMTREE JPN S/C DVD FUND
+$1.5M
281,571
-1%
减持
IEUR
ISHARES CORE MSCI EUROPE ETF
+$1.5M
307,824
-1%
增持
ADC
AGREE REALTY CORP
+$1.4M
36,934
+126%
建仓
—
CRH PUBLIC LIMITED CO F
+$1.4M
20,436
减持
TEAM
ATLASSIAN CORP CLASS A
+$1.4M
48,731
-3%
增持
BSCS
INVESCO BULLETSHARES 2028
+$1.4M
1,060,673
+2%
增持
BSCQ
INVESCO BULLETSHARES 2026 CO
+$1.4M
1,471,007
+2%
增持
—
INVESCO BULLETSHARES 2024 CO
+$1.3M
1,783,922
+3%
减持
STAG
STAG INDUSTRIAL INC REIT
+$1.3M
300,863
-1%
减持
PAYC
PAYCOM SOFTWARE INC
-$1.2M
20,467
-2%
增持
BSCR
INVESCO BULLETSHARES 2027 CO
+$1.2M
1,102,998
+2%
减持
FAST
FASTENAL CO
+$1.2M
152,237
-3%
减持
MORN
MORNINGSTAR INC
+$1.2M
24,009
-1%
减持
TWLO
TWILIO INC CLASS A
+$1.1M
98,848
-8%
增持
SHYG
ISHARES HIGH YIELD CORPORAT BOND ETF
+$1.1M
443,416
+3%
减持
—
COOPER COS INC/THE
+$1.1M
26,732
-6%
增持
—
ISHARES IBONDS DEC 2024 TERM
+$1.1M
1,017,477
+4%
减持
HQY
HEALTHEQUITY INC
-$1.1M
139,580
-1%
减持
HDB
HDFC BANK LTD-ADR
+$1.1M
146,128
-1%
增持
BSCT
INVESCO BULLETSHARES 2029 CO
+$1.1M
766,095
+2%
减持
DHR
DANAHER CORP
-$1.0M
45,294
-4%
减持
—
BANCO LATINOAMERICANO COME-E
+$1.0M
310,129
-1%
减持
MKL
MARKEL GROUP INC
-$1.0M
13,406
-2%
减持
PCTY
PAYLOCITY HOLDING CORP
-$1.0M
43,918
-2%
增持
MBB
ISHARES MBS ETF
+$1.0M
138,538
+2%
减持
CMCSA
COMCAST CORP-CLASS A
-$1.0M
381,814
-5%
减持
WCN
WASTE CONNECTIONSINC F
+$994.2K
74,576
-1%
减持
EMN
EASTMAN CHEMICAL CO
+$805.6K
65,672
-1%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$758.6K
84,386
+12%
增持
TMFG
MOTLEY FOOL GLOBAL OPPORTUNITIES ETF
+$728.0K
254,556
+5%
减持
JBTM
JOHN BEAN TECHNOLOGIES CORP
-$721.3K
98,460
-1%
增持
VO
VANGUARD MID CAP ETF
+$704.3K
15,031
+12%
减持
SLB
SCHLUMBERGER LTD F
-$700.3K
101,576
-2%
清仓
FTCHQ
FARFETCH LTD-CLASS A
-$688.8K
0
-100%
减持
BAM
BROOKFIELD ASSET MGMT-A
+$666.2K
102,050
-1%
减持
PYPL
PAYPAL HOLDINGS INC
-$636.1K
471,837
-7%
减持
BUD
ANHEUSER-BUSCH INBEV SPN ADR
+$606.2K
71,078
-2%
减持
TYL
TYLER TECHNOLOGIES
+$598.6K
24,290
-1%
减持
PG
PROCTER & GAMBLE CO/THE
-$594.2K
19,205
-18%
减持
PAYX
PAYCHEX INC
-$588.9K
88,277
-8%
减持
EWY
ISHARES MSCI SOUTH KOREA ETF
+$578.8K
98,480
-1%
减持
—
INARI MEDICAL INC
-$556.7K
131,340
-5%
增持
BND
VANGUARD TOTAL BOND MARKET
+$496.9K
89,774
+2%
减持
LCII
LCI INDUSTRIES
+$491.5K
67,957
-1%
减持
UPS
UNITED PARCEL SRVC CLASS B
-$460.2K
40,514
-8%
减持
MSCI
MSCI INC
+$429.3K
14,750
-4%
减持
CGNX
COGNEX CORP
-$383.3K
136,787
-4%
减持
BRO
BROWN & BROWN INC
-$371.3K
386,885
-3%
增持
NVDA
NVIDIA CORP
+$369.6K
2,100
+37%
增持
TMFM
MOTLEY FOOL MID CAP GROWTH ETF
+$366.9K
148,531
+3%
减持
KVUE
KENVUE INC
+$365.7K
77,404
-8%
减持
USB
U S BANCORP
+$335.3K
38,111
-5%
建仓
XLRE
REAL ESTATE SELECT SCTR SPDR ETF
+$332.6K
8,300
减持
TSCO
TRACTOR SUPPLY COMP
+$321.3K
35,692
-1%
减持
—
MEDTRONIC PLC
+$316.7K
99,493
-2%
减持
ALRM
ALARM.COM HOLDINGS INC
+$298.6K
268,437
-4%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$289.2K
46,860
+13%
建仓
VOOG
VANGUARD S&P 500 GROWTH ETF
+$282.4K
1,063
建仓
VOT
VANGUARD MID CAP GROWTH ETF
+$254.6K
1,169
增持
VNQ
VANGUARD REAL ESTATE ETF
+$246.4K
10,647
+15%
建仓
XLY
SPDR FUND CONSUMER DISCRE SELECT ETF
+$243.9K
1,374
增持
VB
VANGUARD SMALL CAP ETF IV
+$243.4K
5,374
+12%
减持
OKTA
OKTA INC
+$235.8K
100,919
-7%
减持
GOOG
ALPHABET INC-CL C
+$232.7K
459,182
-5%
增持
AAPL
APPLE INC
+$222.4K
11,424
+3%
减持
WMT
WALMART INC
-$217.8K
18,134
-7%
减持
JNJ
JOHNSON & JOHNSON
-$176.1K
9,775
-11%
减持
SBUX
STARBUCKS CORP
+$103.0K
131,837
-4%
减持
LOB
LIVE OAK BANCSHARES INC
-$93.6K
152,429
-37%
减持
CME
CME GROUP INC
-$72.1K
26,171
-6%
建仓
UUUU
ENERGY FUELS INC F
+$69.8K
10,000
减持
GSHD
GOOSEHEAD INSURANCE INC -A
+$65.9K
97,856
-1%
减持
AFK
VANECK AFRICA INDEX ETF
-$65.2K
117,192
-2%
减持
TMO
THERMO FISHER SCNTFC
-$53.8K
19,941
-6%
减持
GNTX
GENTEX CORP
-$53.5K
306,005
-1%
减持
WEC
W E C ENERGY GROUP INC
-$47.9K
20,219
-7%
增持
VTIP
VANGUARD SHRT INF PROT SEC INDEX ETF
+$37.2K
52,541
+1%
增持
TSLA
TESLA INC
+$35.1K
2,101
+10%
减持
KO
COCA-COLA CO/THE
-$14.9K
24,340
-7%
减持
TXN
TEXAS INSTRUMENTS
-$7.9K
12,380
-7%
建仓
—
VOIP-PAL COM INC
+$3.9K
195,000
清仓
—
ELECTRIC CAR COMPANY INC
+$0
0
-100%
