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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 136 项
建仓 17
增持 16
减持 100
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
—
ISHARES IBONDS DEC 2029 TERM ETF
+$19.5M
854,687
清仓
—
ISHARES IBONDS DEC 2024 TRM ETF
-$17.6M
0
-100%
减持
BSCQ
INVSC BULLETSHARS 2026 CORP BND ETF
-$17.2M
1,357,188
-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
MU
MICRON TECHNOLOGY INC
+$16.9M
195,426
减持
SHYG
ISHARES HIGH YIELD CORPORAT BOND ETF
-$14.9M
349,597
-49%
减持
MELI
MERCADOLIBRE INC
-$14.7M
28,255
-8%
建仓
IBDW
ISHARES IBOND DEC 2031 TRM CRP ETF
+$13.8M
679,423
增持
VOO
VANGUARD S&P 500 ETF
+$11.9M
55,425
+64%
增持
BSCU
INVESCO BULLTSHR 2030 COR BND ETF
+$11.7M
2,077,358
+58%
增持
BSCW
INVESCO BULLETSHS 2032 CORP BND ETF
+$11.4M
1,679,205
+58%
减持
SBUX
STARBUCKS CORP
-$8.6M
4,404
-95%
建仓
QXO
QXO INC CLASS EQUITY
+$8.4M
532,753
减持
BSCR
INVSC BULLETSHARES 2027 CRP BND ETF
-$8.2M
307,923
-57%
减持
AMT
AMERICAN TOWER CORP NEW REIT
-$8.1M
69,258
-22%
清仓
TMFG
MOTLEY FOOL GLOBAL OPPORTUNITIES ETF
-$8.1M
0
-100%
减持
BSCS
INVESCO BULLETSHARS 2028CORP BD ETF
-$7.7M
716,825
-34%
减持
CRM
SALESFORCE INC
+$7.4M
180,089
-6%
减持
NFLX
NETFLIX INC
+$7.4M
57,591
-6%
减持
BMRN
BIOMARIN PHARMACEUTICAL
-$7.1M
347,728
-18%
建仓
BALL
BALL CORP
+$6.9M
126,028
减持
BKNG
BOOKING HLDGS INC
+$6.9M
14,324
-5%
减持
META
META PLATFORMS INC CLASS A
-$6.8M
146,597
-9%
建仓
CSL
CARLISLE COS INC
+$6.7M
18,078
减持
DHR
DANAHER CORP
-$6.6M
88,349
-9%
减持
MRNA
MODERNA INC
-$6.3M
155,388
-17%
减持
TMO
THERMO FISHER SCIENTIFIC
-$5.4M
28,835
-13%
减持
GOOG
ALPHABET INC CLASS C
+$5.3M
395,796
-6%
减持
GSHD
GOOSEHEAD INS INC CLASS A
-$5.2M
114,696
-41%
减持
NVO
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$4.7M
102,135
-9%
减持
CMCSA
COMCAST CORP NEW CLASS A
-$4.7M
277,277
-23%
增持
—
ICON PLC F
-$4.6M
64,038
+2%
清仓
TMFM
MOTLEY FOOL MID CAP GROWTH ETF
-$4.3M
0
-100%
减持
CSGP
COSTAR GROUP INC
-$4.2M
359,439
-9%
建仓
TLT
ISHARES 20 PLS YEAR TREASURY BND ETF
+$4.0M
46,948
建仓
IXUS
ISHARES CORE MSCI TOTL INTL STCK ETF
+$3.9M
58,647
减持
EQIX
EQUINIX INC REIT
-$3.7M
45,010
-13%
减持
VRTX
VERTEX PHARMACEUTICALS I
-$3.6M
36,461
-8%
减持
AXON
AXON ENTERPRISE INC
-$3.6M
47,786
-40%
减持
TOST
TOAST INC CLASS A
+$3.3M
467,951
-3%
减持
DDOG
DATADOG INC CLASS A
+$3.2M
172,450
-7%
减持
DFJ
WISDOMTREE JAPAN SMALCP DIVIDEND ETF
-$3.2M
220,736
-9%
减持
IEUR
ISHARES CORE MSCI EUROPEETF
-$3.2M
242,862
-9%
减持
RXO
RXO INC
-$3.1M
569,146
-5%
减持
CROX
CROCS INC
-$3.0M
55,854
-11%
减持
RARE
ULTRAGENYX PHARMACEUTICA
-$2.9M
153,835
-8%
建仓
IVOO
VANGUARD S&P MID CAP 400ETF
+$2.7M
25,675
减持
RTO
RENTOKIL INITIAL PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS
-$2.7M
364,820
-23%
增持
—
INVSC BULLETSHARES 2025 CRP BND ETF
+$2.5M
2,590,183
+5%
减持
CNI
CANADIAN NATL RY CO F
-$2.4M
67,515
-15%
减持
COO
COOPER COS INC
-$2.4M
104,603
-4%
减持
SBAC
SBA COMMUNICATIONS CORP CLASS A
-$2.4M
47,470
-5%
减持
NEE
NEXTERA ENERGY INC
-$2.4M
136,848
-4%
减持
SNEX
STONEX GROUP INC
+$2.3M
165,337
-3%
减持
ARE
ALEXANDRIA REAL ESTATE EREIT
-$2.3M
63,646
-11%
减持
QTWO
Q2 HLDGS INC
+$2.3M
133,948
-3%
减持
TEAM
ATLASSIAN CORP CLASS A
+$2.2M
36,588
-14%
减持
EMN
EASTMAN CHEM CO
-$2.1M
87,299
-3%
建仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$2.1M
35,055
减持
HRI
HERC HLDGS INC
+$2.1M
80,376
-3%
减持
GXO
GXO LOGISTICS INC
-$2.1M
178,469
-6%
减持
BRBR
BELLRING BRANDS INC
+$2.1M
164,711
-3%
减持
STAG
STAG INDL INC REIT
-$2.0M
291,030
-4%
减持
AMZN
AMAZON.COM INC
-$2.0M
468,790
-16%
减持
GMED
GLOBUS MED INC CLASS A
+$1.9M
194,424
-3%
减持
BRO
BROWN & BROWN INC
-$1.8M
277,605
-5%
减持
CRWD
CROWDSTRIKE HLDGS INC CLASS A
+$1.8M
41,949
-7%
减持
HQY
HEALTHEQUITY INC
+$1.7M
136,729
-3%
减持
UPS
UNITED PARCEL SVC INC CLASS B
-$1.7M
63,745
-11%
减持
TRU
TRANSUNION
-$1.7M
98,348
-4%
增持
AAPL
APPLE INC
+$1.7M
15,839
+78%
建仓
—
BANCO LATINOAMERICANO F
+$1.6M
43,279
减持
—
MEDTRONIC PLC F
-$1.6M
76,813
-11%
建仓
MUB
ISHARES NATIONAL MUNI BOND ETF
+$1.6M
14,841
减持
BUD
ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$1.4M
52,848
-14%
减持
WCN
WASTE CONNECTIONS INC F
-$1.4M
58,848
-9%
减持
LOB
LIVE OAK BANCSHARES INC CLASS EQUITY
-$1.4M
146,185
-3%
减持
WSO
WATSCO INC
-$1.3M
29,936
-5%
减持
HHH
HOWARD HUGHES HLDGS INC
-$1.3M
180,816
-8%
减持
BSCV
INVESCO BULLTSHR 2031 CRP BND ETF
-$1.3M
1,308,924
-2%
减持
MSFT
MICROSOFT CORP
-$1.2M
47,382
-3%
建仓
AOA
ISHARES CORE AGGRESSIVE ALLOCATI ETF
+$1.2M
15,830
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$1.2M
136,489
+19%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$1.1M
56,015
-3%
减持
MKL
MARKEL GROUP INC
+$1.1M
8,882
-2%
建仓
SPTS
SPDR SER TR PORTFOLIO
+$1.1M
38,086
减持
DMBS
DOUBLELINE MORTGAGE ETF
-$943.3K
288,817
-2%
减持
—
INARI MED INC
+$934.4K
174,360
-18%
增持
TSLA
TESLA INC
+$934.3K
3,581
+88%
增持
VTIP
VANGUARD SHRT INF PROT SEC INDEX ETF
+$932.6K
62,626
+47%
减持
BSCT
INVSC BLTSHRS 2029 CORP BND ETF
-$904.3K
745,907
-4%
减持
BRK/B
BERKSHIRE HATHAWAY CLASS B
-$892.0K
47,479
-2%
增持
TSCO
TRACTOR SUPPLY CO
-$814.8K
121,344
+387%
减持
SLB
SCHLUMBERGER LTD F
-$723.2K
77,368
-12%
减持
—
AON PLC FCLASS A
-$720.5K
35,253
-9%
减持
ADC
AGREE RLTY CORP REIT
-$718.4K
25,997
-23%
减持
GNTX
GENTEX CORP
-$700.3K
297,676
-4%
减持
ALRM
ALARM COM HLDGS INC
+$665.6K
247,116
-6%
减持
HDB
HDFC BK LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHS
-$658.6K
115,580
-9%
减持
BAM
BROOKFIELD ASSET MGMT FCLASS A
+$656.7K
297,202
-8%
减持
TYL
TYLER TECHNOLOGIES INC
-$647.0K
23,769
-3%
减持
MA
MASTERCARD INC CLASS A
+$590.4K
92,026
-4%
减持
OKTA
OKTA INC CLASS A
-$477.7K
79,926
-13%
减持
DXCM
DEXCOM INC
+$425.8K
260,408
-12%
减持
PG
PROCTER & GAMBLE CO
-$418.5K
16,161
-9%
减持
DCRE
DOUBLELINE COMMERCIAL RLEST ETF
-$402.2K
272,029
-2%
增持
PANW
PALO ALTO NETWORKS INC
-$394.3K
219,459
+89%
减持
TXN
TEXAS INSTRS INC
-$388.4K
9,909
-9%
减持
JNJ
JOHNSON & JOHNSON
-$353.8K
8,035
-14%
减持
KO
THE COCA-COLA CO
-$346.1K
20,311
-9%
减持
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
+$343.3K
41,587
-8%
减持
WEC
WEC ENERGY GROUP INC
-$316.3K
27,217
-9%
增持
VO
VANGUARD MID CAP ETF
+$304.4K
18,348
+6%
减持
YUMC
YUM CHINA HLDGS INC F
-$285.0K
174,241
-8%
减持
FAST
FASTENAL CO
-$282.1K
143,864
-4%
减持
KVUE
KENVUE INC
-$272.8K
64,252
-9%
减持
CME
CME GROUP INC CLASS A
-$248.8K
20,910
-10%
建仓
—
VANECK SEMICONDUCTOR ETF
+$218.9K
900
增持
VB
VANGUARD SMALL CAP ETF
+$194.9K
7,448
+11%
减持
—
CRH PUBLIC LIMITED CO F
-$167.3K
17,104
-9%
减持
MORN
MORNINGSTAR INC
+$132.4K
23,731
-3%
减持
WAT
WATERS CORP
-$123.4K
38,475
-5%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$115.3K
61,581
+14%
减持
BR
BROADRIDGE FINL SOLUTION
+$110.2K
109,640
-4%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$104.5K
100,607
+13%
减持
MSCI
MSCI INC
-$102.7K
14,210
-3%
减持
ADSK
AUTODESK INC
-$89.9K
65,160
-7%
减持
NVDA
NVIDIA CORP
+$86.9K
15,894
-4%
减持
COST
COSTCO WHSL CORP NEW
+$82.2K
8,387
-2%
减持
PAYX
PAYCHEX INC
+$72.5K
83,184
-4%
减持
USB
US BANCORP DEL
-$68.5K
32,099
-9%
建仓
UUUU
ENERGY FUELS INC F
+$51.3K
10,000
减持
TREX
TREX CO INC
+$50.2K
128,403
-3%
减持
DV
DOUBLEVERIFY HLDGS INC
+$46.8K
147,343
-11%
增持
VNQ
VANGUARD REAL ESTATE ETF
-$46.5K
13,470
+6%
减持
WMT
WALMART INC
+$38.5K
32,925
-10%
建仓
—
VOIP-PAL COM INC
+$1.6K
195,000
