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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 137 项
建仓 11
增持 39
减持 70
清仓 17
方向
标的
Δ市值
现股数(环比)
清仓
—
SPLUNK INC
-$55.6M
0
-100%
清仓
PYPL
PAYPAL HOLDINGS INC
-$28.9M
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$24.4M
226,876
-25%
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
META
FACEBOOK INC
+$22.0M
178,489
-3%
建仓
MRNA
MODERNA INC
+$21.3M
200,046
建仓
ADSK
AUTODESK INC
+$20.0M
76,803
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$17.6M
42,074
增持
DHR
DANAHER CORP DEL
+$15.3M
103,459
+128%
减持
AMZN
AMAZON COM INC
+$14.6M
602,347
-3%
清仓
MBB
ISHARES MBS ETF
-$13.0M
0
-100%
建仓
TOST
TOAST INC
+$11.8M
472,003
增持
CSGP
COSTAR GROUP INC
+$10.6M
314,460
+38%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$10.6M
36,428
+83%
建仓
—
SBA COMMUNICATIONS CORP NEW
+$10.5M
48,592
建仓
GMED
GLOBUS MED INC
+$10.3M
191,614
清仓
LCII
LCI INDUSTRIES
-$8.5M
0
-100%
清仓
PCTY
PAYLOCITY HOLDING CORP
-$7.2M
0
-100%
减持
NFLX
NETFLIX INC
+$7.1M
65,181
-3%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD BULSHS 2027
-$7.1M
743,502
-33%
减持
COST
COSTCO WHSL CORP NEW
-$7.1M
8,495
-58%
清仓
TMFG
MOTLEY FOOL GLOBAL OPPORTUNITIES ETF
-$7.0M
0
-100%
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$6.6M
56,309
减持
CRM
SALESFORCE COM INC
+$6.5M
205,987
-3%
减持
—
BANCO LATINOAMERICANO F
-$6.5M
41,019
-87%
清仓
EWY
ISHARES MSCI SOUTH KOREA ETF
-$6.4M
0
-100%
建仓
DV
DOUBLEVERIFY HLDGS INC
+$5.8M
164,798
清仓
CGNX
COGNEX CORP
-$5.7M
0
-100%
减持
MKL
MARKEL CORP
-$5.5M
8,908
-34%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$5.4M
458,735
-2%
减持
—
ICON PLC
+$5.2M
105,129
-1%
减持
MA
MASTERCARD INC
+$4.7M
101,928
-2%
减持
SHYG
ISHARES TR 0-5YR HI YL
-$4.3M
339,839
-23%
清仓
PAYC
PAYCOM SOFTWARE INC
-$4.2M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.0M
125,764
-1%
清仓
TMFM
MOTLEY FOOL MID CAP GROWTH ETF
-$3.7M
0
-100%
增持
—
SHOCKWAVE MED INC
+$3.7M
27,134
+0%
减持
MELI
MERCADOLIBRE INC
-$3.6M
34,054
-3%
减持
GOOG
ALPHABET INC CAP STK
+$3.5M
447,014
-3%
减持
NVO
NOVO-NORDISK A S
-$3.3M
129,004
-33%
增持
EMN
EASTMAN CHEMICAL CO
+$3.0M
88,431
+35%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.9M
47,696
-1%
减持
QTWO
Q2 HLDGS INC
-$2.7M
135,302
-40%
减持
HHH
HOWARD HUGHES HOLDINGS INC
-$2.6M
200,298
-0%
增持
MSFT
MICROSOFT CORP
+$2.4M
49,148
+0%
减持
TEAM
ATLASSIAN CORPORATION
-$2.1M
48,279
-1%
增持
—
INVESCO EXCH TRD SLF IDX FD BULSHS 2025
+$2.1M
2,532,455
+4%
减持
BRO
BROWN & BROWN INC
+$2.0M
337,119
-13%
减持
ALRM
ALARM COM HLDGS INC
+$2.0M
266,459
-1%
减持
HQY
HEALTHEQUITY INC
+$2.0M
137,789
-1%
减持
FAST
FASTENAL CO
+$1.9M
151,550
-0%
减持
—
AON PLC SHS
+$1.7M
44,111
-1%
减持
HDB
HDFC BANK LTD
-$1.6M
145,728
-0%
减持
TSCO
TRACTOR SUPPLY CO
+$1.6M
35,631
-0%
增持
—
INARI MED INC
-$1.6M
143,815
+9%
减持
WCN
WASTE CONNECTIONS INC
+$1.6M
74,151
-1%
清仓
AFK
VANECK AFRICA INDEX ETF
-$1.6M
0
-100%
建仓
DCRE
DOUBLELINE TRUST COMMERCIAL REAL
+$1.6M
30,295
建仓
DMBS
DOUBLELINE ETF TRUST MORTGAGE
+$1.6M
31,869
减持
AXON
AXON ENTERPRISE INC
+$1.5M
94,410
-13%
增持
—
INVESCO EXCH TRD SLF IDX FD BULSHS 2024
+$1.5M
1,848,215
+4%
减持
TREX
TREX CO INC
-$1.5M
71,100
-32%
增持
RTO
RENTOKIL INITIAL PLC
+$1.5M
462,960
+6%
减持
OKTA
OKTA INC
+$1.4M
100,738
-0%
增持
AMT
AMERICAN TOWER CORP NEW
-$1.4M
91,737
+1%
减持
VOO
VANGUARD INDEX FDS S&P 500 ETF
+$1.4M
32,556
-0%
增持
TWLO
TWILIO INC
-$1.4M
99,123
+0%
增持
GXO
GXO LOGISTICS INCORPORATED COMMON
-$1.3M
185,177
+0%
清仓
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY E
-$1.1M
0
-100%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD BULSHS 2026
+$1.0M
1,529,709
+4%
减持
RXO
RXO INC COMMON
-$997.6K
604,587
-1%
增持
BND
VANGUARD BD INDEX FD INC TOTAL BND
+$934.8K
103,707
+16%
减持
GNTX
GENTEX CORP
+$912.9K
301,771
-1%
减持
LOB
LIVE OAK BANCSHARES INC
-$825.6K
147,221
-3%
减持
IEUR
ISHARES TR CORE MSCI
+$805.4K
306,287
-0%
增持
—
ISHARES TR IBONDS DEC24
+$777.1K
1,042,766
+2%
减持
SBUX
STARBUCKS CORP
-$765.2K
129,895
-1%
减持
CALY
CALLAWAY GOLF CO
+$757.3K
458,642
-1%
减持
BN
BROOKFIELD CORP
+$692.2K
405,665
-0%
增持
—
COOPER COS INC
+$674.6K
106,310
+298%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH
+$667.5K
1,104,711
+4%
减持
SNEX
STONEX GROUP INC
-$651.4K
166,138
-1%
减持
NVDA
NVIDIA CORP
+$621.3K
1,836
-13%
增持
VEA
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT
+$596.5K
92,087
+9%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$584.3K
115,151
-2%
增持
VO
VANGUARD INDEX FDS MID CAP
+$571.0K
16,256
+8%
减持
DFJ
WISDOMTREE TR JP SMALLCP
+$547.2K
279,690
-1%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD INVSCO 30
+$530.5K
865,227
+5%
减持
CNI
CANADIAN NATL RY CO
+$502.8K
91,106
-0%
减持
MORN
MORNINGSTAR INC
+$480.5K
23,786
-1%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD BULETSHS 2031
+$477.7K
877,044
+5%
减持
—
MEDTRONIC PLC
+$455.7K
99,417
-0%
增持
BSCW
INVESCO EXCHNG TRAD SLF INDE BULLETSHS
+$436.1K
692,042
+5%
增持
GSHD
GOOSEHEAD INS INC COM
-$426.8K
104,752
+7%
增持
WMT
WAL-MART STORES INC
+$426.5K
54,699
+202%
减持
JBTM
JOHN BEAN TECHNOLOGIES CORP
+$425.6K
97,334
-1%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$423.8K
73,071
+3%
减持
STAG
STAG INDL INC
-$420.7K
296,384
-1%
增持
YUMC
YUM CHINA HLDGS INC
-$406.5K
159,461
+0%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD BULETSHS
+$402.7K
797,984
+4%
减持
NEE
NEXTERA ENERGY INC
+$400.6K
142,742
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT
+$399.8K
55,391
+18%
减持
WAT
WATERS CORP
+$373.6K
40,964
-2%
增持
—
CRH PLC
+$358.1K
20,479
+0%
减持
CMCSA
COMCAST CORP NEW
-$333.9K
378,414
-1%
清仓
XLRE
REAL ESTATE SELECT SCTR SPDR ETF
-$332.6K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$320.7K
19,386
+1%
增持
SLB
SCHLUMBERGER LTD
+$291.0K
101,829
+0%
清仓
VOOG
VANGUARD S&P 500 GROWTH ETF
-$282.4K
0
-100%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$269.5K
71,084
+0%
减持
PAYX
PAYCHEX INC
+$258.5K
87,662
-1%
清仓
VOT
VANGUARD MID CAP GROWTH ETF
-$254.6K
0
-100%
增持
VB
VANGUARD INDEX FDS SMALL CP
+$244.1K
6,073
+13%
增持
VTIP
VANGUARD MALVERN FDS STRM
+$237.3K
57,025
+9%
减持
AAPL
APPLE INC
-$234.0K
11,191
-2%
减持
ADC
AGREE REALTY CORP
-$227.1K
36,770
-0%
增持
UPS
UNITED PARCEL SERVICE INC
-$223.6K
41,473
+2%
建仓
RMD
RESMED INC
+$215.5K
1,087
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$201.7K
164,076
-0%
减持
TSLA
TESLA MTRS INC
-$180.6K
1,941
-8%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG
+$173.8K
101,382
-1%
减持
WSO
WATSCO INC
-$163.5K
47,057
-2%
减持
DDOG
DATADOG INC CL A
-$122.4K
115,511
-3%
减持
EQIX
EQUINIX INC
+$113.9K
54,237
-2%
增持
VNQ
VANGUARD INDEX FDS REIT
+$80.8K
11,819
+11%
增持
JNJ
JOHNSON & JOHNSON
+$74.6K
10,216
+5%
增持
USB
US BANCORP DEL
+$66.6K
38,362
+1%
减持
TYL
TYLER TECHNOLOGIES INC
+$63.4K
23,950
-1%
减持
WEC
WEC ENERGY GROUP INC
-$52.5K
20,172
-0%
减持
KO
COCA COLA CO
+$49.7K
24,307
-0%
减持
TXN
TEXAS INSTRS INC
+$42.8K
12,330
-0%
减持
MSCI
MSCI INC
-$42.3K
14,747
-0%
减持
XLY
SPDR FUND CONSUMER DISCRE SELECT ETF
-$33.8K
1,142
-17%
减持
KVUE
KENVUE INC
-$12.7K
77,259
-0%
减持
BKNG
BOOKING HOLDINGS INC
-$7.9K
16,046
-2%
减持
CME
CME GROUP INC
-$6.2K
25,544
-2%
清仓
—
GULFSLOPE ENERGY INC
-$201
0
-100%
清仓
INTK
INDUSTRIAL NANOTECH INC
-$150
0
-100%
