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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 130 项
建仓 10
增持 62
减持 47
清仓 11
方向
标的
Δ市值
现股数(环比)
清仓
—
INVESCO EXCH TRD SLF IDX FD BULSHS 2024
-$38.8M
0
-100%
清仓
—
ICON PLC
-$35.3M
0
-100%
建仓
—
ICON PLC F
+$21.5M
68,515
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。
清仓
BN
BROOKFIELD CORP
-$17.0M
0
-100%
增持
BSCQ
INVSC BULLETSHARS 2026 CORP BND ETF
+$15.2M
2,322,257
+52%
清仓
—
AON PLC SHS
-$14.7M
0
-100%
增持
DCRE
DOUBLELINE COMMERCIAL RLEST ETF
+$13.2M
287,653
+850%
增持
DMBS
DOUBLELINE MORTGAGE ETF
+$13.2M
305,148
+858%
建仓
DXCM
DEXCOM INC
+$13.0M
115,081
减持
GOOG
ALPHABET INC. CLASS C
+$12.9M
437,957
-2%
建仓
—
AON PLC FCLASS A
+$12.4M
42,385
清仓
—
COOPER COS INC
-$10.8M
0
-100%
减持
CRM
SALESFORCE INC
-$10.6M
200,841
-2%
清仓
—
SBA COMMUNICATIONS CORP NEW
-$10.5M
0
-100%
减持
PANW
PALO ALTO NETWORKS
+$10.3M
221,302
-2%
清仓
JBTM
JOHN BEAN TECHNOLOGIES CORP
-$10.2M
0
-100%
建仓
SBAC
S B A COMMUNICATIONS CLASS A
+$9.9M
50,514
建仓
COO
COOPER COMPANIES
+$9.6M
110,482
增持
BAM
BROOKFIELD ASSET MGMT FCLASS A
+$9.3M
357,609
+253%
清仓
—
SHOCKWAVE MED INC
-$8.8M
0
-100%
建仓
HRI
HERC HLDGS INC
+$8.7M
65,548
清仓
—
MEDTRONIC PLC
-$8.7M
0
-100%
增持
GMED
GLOBUS MEDICAL INC CLASS A
+$8.3M
271,010
+41%
增持
BSCW
INVESCO BULLETSHS 2032 CORP BND ETF
+$8.1M
1,101,918
+59%
增持
BSCU
INVESCO BULLTSHR 2030 COR BND ETF
+$8.0M
1,362,418
+57%
增持
BSCV
INVESCO BULLTSHR 2031 CRP BND ETF
+$8.0M
1,385,781
+58%
减持
CSGP
COSTAR GROUP INC
-$7.7M
307,970
-2%
建仓
TMFG
MOTLEY FOOL GLOBAL OPPORTUNITIES ETF
+$7.6M
254,557
建仓
—
MEDTRONIC PLC F
+$7.5M
95,212
减持
AMZN
AMAZON.COM INC
+$5.6M
587,950
-2%
减持
WSO
WATSCO INC
-$5.3M
32,390
-31%
减持
MA
MASTERCARD INC CLASS A
-$4.8M
100,239
-2%
减持
SBUX
STARBUCKS CORP
-$4.6M
94,128
-28%
增持
GSHD
GOOSEHEAD INSURANCE INC CLASS A
+$4.4M
197,966
+89%
减持
EQIX
EQUINIX INC REIT
-$4.3M
53,490
-1%
减持
BKNG
BOOKING HOLDINGS INC
+$4.3M
15,742
-2%
建仓
TMFM
MOTLEY FOOL MID CAP GROWTH ETF
+$3.9M
148,531
增持
—
INARI MED INC
+$3.8M
220,003
+53%
增持
UPS
UNITED PARCEL SRVC CLASS B
+$3.8M
73,096
+76%
减持
NFLX
NETFLIX INC
+$3.6M
63,748
-2%
减持
BMRN
BIOMARIN PHARMACEUTL
-$3.4M
445,703
-3%
增持
RXO
RXO INC
+$3.0M
615,995
+2%
减持
MELI
MERCADOLIBRE INC
+$2.7M
32,815
-4%
减持
TSCO
TRACTOR SUPPLY COMP
-$2.5M
25,297
-29%
增持
DV
DOUBLEVERIFY HLDGS INC
-$2.5M
169,527
+3%
减持
TSM
TAIWAN SEMICONDUCTR FSPONSORED ADR 1 ADR REPS 5 ORD SHS
-$2.5M
83,563
-34%
增持
TYL
TYLER TECHNOLOGIES
+$2.3M
24,898
+4%
增持
VOO
VANGUARD S&P 500 ETF
+$2.1M
35,244
+8%
增持
FAST
FASTENAL CO
-$2.1M
153,098
+1%
增持
ALRM
ALARM COM HLDGS INC SH
-$2.1M
271,090
+2%
增持
WAT
WATERS CORP
-$2.0M
41,683
+2%
减持
MRNA
MODERNA INC
+$1.9M
195,935
-2%
减持
VRTX
VERTEX PHARMACEUTICA
+$1.9M
41,240
-2%
减持
TMO
THERMO FISHER SCNTFC
-$1.8M
35,184
-3%
增持
MSFT
MICROSOFT CORP
+$1.8M
49,758
+1%
清仓
—
CRH PLC
-$1.8M
0
-100%
减持
CMCSA
COMCAST CORP CLASS A
-$1.8M
377,083
-0%
减持
ADSK
AUTODESK INC
-$1.7M
74,147
-3%
减持
CNI
CANADIAN NATL RAILWY F
-$1.7M
87,450
-4%
增持
TREX
TREX CO INC
-$1.6M
73,910
+4%
增持
GWRE
GUIDEWIRE SOFTWARE
+$1.5M
58,774
+4%
建仓
—
CRH PUBLIC LIMITED CO F
+$1.5M
20,158
减持
DFJ
WISDOMTREE JAPAN SMALCP DIVIDEND ETF
-$1.5M
268,639
-4%
减持
OKTA
OKTA INC CLASS A
-$1.4M
97,265
-3%
增持
RTO
RENTOKIL INITIAL PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS
+$1.4M
517,121
+12%
增持
QTWO
Q2 HOLDINGS INC
+$1.4M
140,467
+4%
增持
SNEX
STONEX GROUP INC
+$1.3M
173,068
+4%
增持
BRO
BROWN & BROWN INC
+$1.3M
344,484
+2%
增持
HHH
HOWARD HUGHES HOLDING CO
-$1.3M
204,195
+2%
减持
TEAM
ATLASSIAN CORP CLASS A
-$1.2M
46,424
-4%
增持
COST
COSTCO WHOLESALE CO
+$1.2M
8,604
+1%
增持
NEE
NEXTERA ENERGY INC
+$1.2M
144,779
+1%
减持
NVO
NOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$1.1M
123,864
-4%
增持
—
INVSC BULLETSHARES 2025 CRP BND ETF
+$1.1M
2,580,923
+2%
增持
MSCI
MSCI INC
-$1.0M
14,919
+1%
增持
HQY
HEALTHEQUITY INC
+$1.0M
143,409
+4%
减持
SLB
SCHLUMBERGER LTD F
-$991.7K
97,693
-4%
增持
AXON
AXON ENTERPRISE INC
-$982.6K
96,622
+2%
减持
IEUR
ISHARES CORE MSCI EUROPEETF
-$940.6K
294,119
-4%
增持
TOST
TOAST INC CLASS A
+$857.2K
492,320
+4%
增持
ARE
ALEXANDRIA REAL EST REIT
-$835.7K
73,658
+1%
减持
HDB
HDFC BANK LIMITED FSPONSORED ADR 1 ADR REPS 3 ORD SHS
+$794.5K
139,880
-4%
增持
LOB
LIVE OAK BANCSHARES INCO
-$778.4K
153,367
+4%
增持
MKL
MARKEL GROUP INC
+$715.1K
9,077
+2%
减持
DHR
DANAHER CORP
-$706.3K
101,301
-2%
增持
RARE
ULTRAGENYX PHARMA
-$650.2K
170,400
+4%
减持
TWLO
TWILIO INC CLASS A
-$632.5K
95,791
-3%
减持
CME
CME GROUP INC CLASS A
-$627.0K
24,816
-3%
增持
—
ISHARES IBONDS DEC 2024 TRM ETF
+$579.0K
1,062,701
+2%
减持
META
META PLATFORMS INC CLASS A
-$545.9K
169,179
-5%
减持
AAPL
APPLE INC
+$540.1K
11,073
-1%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$476.5K
111,065
+7%
减持
WMT
WALMART INC
+$385.7K
53,783
-2%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$385.2K
61,022
+10%
增持
NVDA
NVIDIA CORP
+$372.9K
16,383
+792%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$360.8K
100,169
+9%
减持
BUD
ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$354.2K
68,001
-4%
增持
BR
BROADRIDGE FINL SOLU
-$344.3K
117,710
+2%
增持
GNTX
GENTEX CORP
-$341.3K
313,804
+4%
增持
PAYX
PAYCHEX INC
-$325.3K
88,505
+1%
增持
STAG
STAG INDUSTRIAL INC REIT
-$319.3K
308,114
+4%
增持
BSCS
INVESCO BULLETSHARS 2028CORP BD ETF
+$305.3K
1,125,837
+2%
增持
GXO
GXO LOGISTICS INC
-$285.3K
192,647
+4%
减持
KVUE
KENVUE INC
-$279.1K
76,018
-2%
增持
VO
VANGUARD MID CAP ETF
+$268.3K
17,894
+10%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
-$237.9K
48,614
+2%
增持
AMT
AMERN TOWER CORP REIT
-$237.6K
92,113
+0%
减持
WCN
WASTE CONNECTIONSINC F
-$234.1K
71,225
-4%
减持
TXN
TEXAS INSTRUMENTS
+$230.8K
12,136
-2%
减持
USB
US BANCORP DEL
-$218.5K
37,763
-2%
增持
BSCR
INVSC BULLETSHARES 2027 CRP BND ETF
+$213.4K
756,890
+2%
清仓
XLY
SPDR FUND CONSUMER DISCRE SELECT ETF
-$210.0K
0
-100%
增持
CALY
TOPGOLF CALLAWAY BRANDS
-$182.7K
477,752
+4%
增持
BSCT
INVSC BLTSHRS 2029 CORP BND ETF
+$169.9K
812,751
+2%
减持
DDOG
DATADOG INC CLASS A
+$149.8K
111,580
-3%
减持
JNJ
JOHNSON & JOHNSON
-$148.5K
10,031
-2%
减持
ADC
AGREE REALTY CORP REIT
+$139.0K
36,213
-2%
增持
SHYG
ISHARES HIGH YIELD CORPORAT BOND ETF
+$136.4K
345,864
+2%
增持
YUMC
YUM CHINA HOLDINGS INC
+$119.1K
209,937
+32%
增持
EMN
EASTMAN CHEMICAL CO
+$113.1K
91,955
+4%
减持
WEC
W E C ENERGY GROUP INC
-$102.2K
19,852
-2%
增持
—
BANCO LATINOAMERICANO F
+$94.4K
43,123
+5%
减持
TSLA
TESLA INC
+$91.7K
1,900
-2%
增持
VB
VANGUARD SMALL CAP ETF
+$89.3K
6,793
+12%
增持
VTIP
VANGUARD SHORT INFLATIONPROT ETF IV
+$77.8K
58,060
+2%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$38.7K
12,696
+7%
减持
KO
THE COCA-COLA CO
+$30.5K
23,925
-2%
增持
MORN
MORNINGSTAR INC
+$9.6K
24,808
+4%
减持
RMD
RESMED INC
-$9.3K
1,077
-1%
减持
PG
PROCTER & GAMBLE
-$866
19,038
-2%
