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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 123 项
建仓 4
增持 10
减持 102
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
PANW
PALO ALTO NETWORKS INC
-$35.0M
116,330
-47%
增持
SHYG
ISHARES HIGH YIELD CORPORAT BOND ETF
+$15.2M
686,613
+99%
建仓
CRWD
CROWDSTRIKE HLDGS INC CLASS A
+$12.6M
44,959
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
GOOG
ALPHABET INC CLASS C
-$10.9M
418,836
-4%
建仓
TRU
TRANSUNION
+$10.8M
102,710
减持
MRNA
MODERNA INC
-$10.7M
186,971
-5%
建仓
BRBR
BELLRING BRANDS INC
+$10.3M
168,992
减持
AMZN
AMAZON.COM INC
-$9.7M
561,224
-5%
减持
—
ISHARES IBONDS DEC 2024 TRM ETF
-$9.1M
697,542
-34%
建仓
CROX
CROCS INC
+$9.1M
62,817
减持
MELI
MERCADOLIBRE INC
+$8.7M
30,678
-7%
清仓
CALY
TOPGOLF CALLAWAY BRANDS
-$7.2M
0
-100%
增持
CSGP
COSTAR GROUP INC
+$7.0M
394,453
+28%
增持
DDOG
DATADOG INC CLASS A
+$6.9M
185,127
+66%
减持
BMRN
BIOMARIN PHARMACEUTICAL
-$6.9M
424,597
-5%
增持
DXCM
DEXCOM INC
+$6.8M
295,856
+157%
减持
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
-$6.8M
45,414
-46%
减持
META
META PLATFORMS INC CLASS A
+$6.6M
161,970
-4%
减持
GSHD
GOOSEHEAD INS INC CLASS A
+$6.1M
195,158
-1%
清仓
TWLO
TWILIO INC CLASS A
-$5.4M
0
-100%
减持
EQIX
EQUINIX INC REIT
+$5.2M
51,453
-4%
增持
HRI
HERC HLDGS INC
+$4.5M
82,863
+26%
减持
NVO
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$4.3M
112,434
-9%
减持
GMED
GLOBUS MED INC CLASS A
-$4.2M
200,404
-26%
减持
—
ICON PLC F
-$3.6M
62,572
-9%
减持
RTO
RENTOKIL INITIAL PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS
-$3.5M
474,333
-8%
增持
TREX
TREX CO INC
+$3.3M
132,173
+79%
减持
AXON
AXON ENTERPRISE INC
+$3.3M
79,737
-17%
减持
MA
MASTERCARD INC CLASS A
+$3.2M
96,219
-4%
减持
ALRM
ALARM COM HLDGS INC
-$2.9M
262,400
-3%
减持
AMT
AMERICAN TOWER CORP NEW REIT
+$2.8M
88,941
-3%
减持
QTWO
Q2 HLDGS INC
+$2.5M
138,235
-2%
减持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$2.5M
48,556
-0%
减持
WAT
WATERS CORP
+$2.5M
40,394
-3%
减持
GWRE
GUIDEWIRE SOFTWARE INC
+$2.5M
57,864
-2%
减持
COO
COOPER COS INC
+$2.4M
108,866
-1%
减持
RARE
ULTRAGENYX PHARMACEUTICA
+$2.3M
168,015
-1%
减持
OKTA
OKTA INC CLASS A
-$2.3M
91,855
-6%
减持
SBAC
SBA COMMUNICATIONS CORP CLASS A
+$2.1M
49,926
-1%
减持
YUMC
YUM CHINA HLDGS INC F
+$2.1M
189,652
-10%
减持
HHH
HOWARD HUGHES HLDGS INC
+$2.0M
196,722
-4%
减持
—
INARI MED INC
-$2.0M
212,218
-4%
减持
DHR
DANAHER CORP
+$1.8M
96,944
-4%
减持
LOB
LIVE OAK BANCSHARES INC CLASS EQUITY
+$1.8M
150,913
-2%
减持
TYL
TYLER TECHNOLOGIES INC
+$1.8M
24,536
-1%
减持
SBUX
STARBUCKS CORP
+$1.8M
92,581
-2%
减持
NEE
NEXTERA ENERGY INC
+$1.8M
142,624
-1%
减持
—
INVSC BULLETSHARES 2025 CRP BND ETF
-$1.8M
2,471,417
-4%
减持
BAM
BROOKFIELD ASSET MGMT FCLASS A
+$1.8M
324,806
-9%
减持
TEAM
ATLASSIAN CORP CLASS A
-$1.5M
42,422
-9%
减持
BR
BROADRIDGE FINL SOLUTION
+$1.4M
114,769
-2%
减持
GNTX
GENTEX CORP
-$1.4M
308,902
-2%
减持
MSFT
MICROSOFT CORP
-$1.4M
48,958
-2%
减持
MSCI
MSCI INC
+$1.3M
14,690
-2%
增持
WEC
WEC ENERGY GROUP INC
+$1.3M
29,978
+51%
清仓
—
BANCO LATINOAMERICANO F
-$1.3M
0
-100%
减持
BKNG
BOOKING HLDGS INC
+$1.2M
15,128
-4%
减持
TMO
THERMO FISHER SCIENTIFIC
+$1.2M
33,217
-6%
减持
PAYX
PAYCHEX INC
+$1.2M
86,603
-2%
减持
EMN
EASTMAN CHEM CO
+$1.2M
90,457
-2%
减持
FAST
FASTENAL CO
+$1.1M
149,830
-2%
减持
TOST
TOAST INC CLASS A
+$1.1M
484,049
-2%
减持
VRTX
VERTEX PHARMACEUTICALS I
-$1.1M
39,493
-4%
减持
CNI
CANADIAN NATL RY CO F
-$1.0M
79,241
-9%
减持
HDB
HDFC BK LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHS
-$1.0M
126,772
-9%
减持
BSCQ
INVSC BULLETSHARS 2026 CORP BND ETF
-$1.0M
2,226,102
-4%
减持
WCN
WASTE CONNECTIONS INC F
-$963.3K
64,632
-9%
减持
SNEX
STONEX GROUP INC
+$941.3K
170,510
-1%
减持
—
AON PLC FCLASS A
+$940.4K
38,700
-9%
减持
ADSK
AUTODESK INC
+$939.9K
69,851
-6%
减持
CRM
SALESFORCE INC
+$923.7K
191,394
-5%
减持
SLB
SCHLUMBERGER LTD F
-$881.2K
88,399
-10%
减持
STAG
STAG INDL INC REIT
+$770.7K
303,003
-2%
减持
WMT
WALMART INC
-$736.7K
36,412
-32%
减持
HQY
HEALTHEQUITY INC
-$730.6K
141,135
-2%
减持
VTIP
VANGUARD SHRT INF PROT SEC INDEX ETF
-$705.7K
42,650
-27%
减持
BRO
BROWN & BROWN INC
-$670.8K
291,156
-15%
清仓
CMF
ISHARES CALIFORNIA MUNI BOND ETF
-$599.5K
0
-100%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$584.3K
114,407
+3%
减持
RXO
RXO INC
+$549.4K
597,563
-3%
减持
DV
DOUBLEVERIFY HLDGS INC
-$532.4K
165,231
-3%
减持
IEUR
ISHARES CORE MSCI EUROPEETF
-$520.9K
266,817
-9%
减持
DFJ
WISDOMTREE JAPAN SMALCP DIVIDEND ETF
-$499.6K
243,665
-9%
减持
WSO
WATSCO INC
+$474.9K
31,585
-2%
减持
TSCO
TRACTOR SUPPLY CO
+$465.1K
24,933
-1%
减持
MORN
MORNINGSTAR INC
+$462.7K
24,465
-1%
减持
AAPL
APPLE INC
-$382.3K
8,913
-20%
减持
DCRE
DOUBLELINE COMMERCIAL RLEST ETF
-$381.5K
276,950
-4%
减持
BSCR
INVSC BULLETSHARES 2027 CRP BND ETF
-$347.3K
720,499
-5%
减持
CMCSA
COMCAST CORP NEW CLASS A
+$340.5K
358,940
-5%
减持
ADC
AGREE RLTY CORP REIT
+$309.8K
33,839
-7%
减持
BSCS
INVESCO BULLETSHARS 2028CORP BD ETF
-$308.9K
1,078,207
-4%
减持
—
MEDTRONIC PLC F
+$304.8K
86,297
-9%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$286.2K
88,897
-11%
减持
KVUE
KENVUE INC
+$259.7K
70,842
-7%
减持
—
CRH PUBLIC LIMITED CO F
+$237.1K
18,869
-6%
减持
CME
CME GROUP INC CLASS A
+$229.1K
23,120
-7%
减持
VO
VANGUARD MID CAP ETF
+$220.5K
17,248
-4%
减持
UPS
UNITED PARCEL SVC INC CLASS B
-$218.3K
71,500
-2%
清仓
RMD
RESMED INC
-$206.2K
0
-100%
减持
BSCT
INVSC BLTSHRS 2029 CORP BND ETF
-$205.3K
774,468
-5%
减持
GXO
GXO LOGISTICS INC
+$196.2K
189,475
-2%
减持
COST
COSTCO WHSL CORP NEW
+$185.7K
8,560
-1%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$180.1K
12,738
+0%
减持
BSCW
INVESCO BULLETSHS 2032 CORP BND ETF
+$178.8K
1,061,760
-4%
减持
BSCV
INVESCO BULLTSHR 2031 CRP BND ETF
+$132.0K
1,335,271
-4%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$125.0K
53,788
-12%
减持
TXN
TEXAS INSTRS INC
-$119.3K
10,939
-10%
减持
VB
VANGUARD SMALL CAP ETF
+$119.2K
6,731
-1%
减持
USB
US BANCORP DEL
+$118.1K
35,304
-7%
减持
VOO
VANGUARD S&P 500 ETF
+$97.7K
33,864
-4%
减持
ARE
ALEXANDRIA REAL ESTATE EREIT
-$94.8K
71,487
-3%
减持
KO
THE COCA-COLA CO
+$89.8K
22,368
-7%
减持
BUD
ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$87.2K
61,146
-10%
减持
DMBS
DOUBLELINE MORTGAGE ETF
+$83.2K
293,859
-4%
减持
BSCU
INVESCO BULLTSHR 2030 COR BND ETF
+$76.9K
1,312,819
-4%
减持
MKL
MARKEL GROUP INC
-$76.7K
9,047
-0%
清仓
UUUU
ENERGY FUELS INC F
-$60.0K
0
-100%
减持
PG
PROCTER & GAMBLE CO
-$56.2K
17,831
-6%
减持
JNJ
JOHNSON & JOHNSON
+$47.4K
9,348
-7%
减持
NFLX
NETFLIX INC
+$27.9K
60,954
-4%
增持
NVDA
NVIDIA CORP
-$13.4K
16,625
+1%
清仓
—
VOIP-PAL COM INC
-$4.6K
0
-100%
