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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 135 项
建仓 4
增持 9
减持 110
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
AMZN
AMAZON.COM INC
-$24.6M
409,975
-13%
减持
GOOG
ALPHABET INC CLASS C
-$20.9M
348,109
-12%
清仓
—
ISHARES IBONDS DEC 2029 TERM ETF
-$19.5M
0
-100%
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
IBDU
ISHARES IBONDS DEC 2029 TERM ETF
+$18.8M
813,572
增持
BSCS
INVESCO BULLETSHARS 2028CORP BD ETF
+$18.3M
1,610,344
+125%
减持
BSCQ
INVSC BULLETSHARS 2026 CORP BND ETF
-$18.3M
413,495
-70%
减持
CRM
SALESFORCE INC
-$17.5M
157,613
-12%
清仓
CRWD
CROWDSTRIKE HLDGS INC CLASS A
-$14.4M
0
-100%
减持
VOO
VANGUARD S&P 500 ETF
-$14.4M
29,993
-46%
减持
BKNG
BOOKING HLDGS INC
-$12.5M
12,605
-12%
增持
SHYG
ISHARES HIGH YIELD CORPORAT BOND ETF
+$12.3M
640,052
+83%
减持
META
META PLATFORMS INC CLASS A
-$11.9M
128,478
-12%
减持
—
INVSC BULLETSHARES 2025 CRP BND ETF
-$11.0M
2,053,473
-21%
减持
EQIX
EQUINIX INC REIT
-$9.8M
39,488
-12%
清仓
—
INARI MED INC
-$9.7M
0
-100%
减持
DDOG
DATADOG INC CLASS A
-$9.6M
150,797
-13%
建仓
—
FABRINET
+$9.5M
48,103
建仓
ATEC
ALPHATEC HLDGS INC
+$9.1M
894,471
减持
AXON
AXON ENTERPRISE INC
-$8.3M
37,993
-20%
减持
GMED
GLOBUS MED INC CLASS A
-$7.6M
117,534
-40%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$7.4M
33,078
减持
PANW
PALO ALTO NETWORKS INC
-$7.1M
189,197
-14%
清仓
MRNA
MODERNA INC
-$6.2M
0
-100%
减持
HRI
HERC HLDGS INC
-$5.4M
74,292
-8%
增持
CROX
CROCS INC
+$4.8M
101,978
+83%
减持
ADSK
AUTODESK INC
-$4.2M
57,297
-12%
清仓
TLT
ISHARES 20 PLS YEAR TREASURY BND ETF
-$4.0M
0
-100%
减持
MSFT
MICROSOFT CORP
-$3.9M
42,422
-10%
清仓
IXUS
ISHARES CORE MSCI TOTL INTL STCK ETF
-$3.9M
0
-100%
减持
DHR
DANAHER CORP
-$3.8M
80,906
-8%
减持
RXO
RXO INC
-$3.7M
518,389
-9%
减持
MA
MASTERCARD INC CLASS A
-$3.6M
81,170
-12%
减持
QTWO
Q2 HLDGS INC
-$3.5M
122,599
-8%
减持
NFLX
NETFLIX INC
-$3.4M
50,570
-12%
减持
BAM
BROOKFIELD ASSET MGMT FCLASS A
-$3.4M
261,410
-12%
减持
BRO
BROWN & BROWN INC
+$3.2M
253,443
-9%
减持
DXCM
DEXCOM INC
-$3.1M
251,291
-4%
减持
—
ICON PLC F
-$3.1M
58,729
-8%
减持
TOST
TOAST INC CLASS A
-$2.7M
431,770
-8%
清仓
IVOO
VANGUARD S&P MID CAP 400ETF
-$2.7M
0
-100%
减持
TEAM
ATLASSIAN CORP CLASS A
-$2.5M
30,358
-17%
减持
NVO
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$2.5M
89,838
-12%
减持
ALRM
ALARM COM HLDGS INC
-$2.4M
227,135
-8%
减持
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
-$2.2M
36,114
-13%
减持
HQY
HEALTHEQUITY INC
-$2.2M
125,467
-8%
清仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$2.1M
0
-100%
减持
GNTX
GENTEX CORP
-$2.1M
274,663
-8%
减持
TREX
TREX CO INC
-$2.0M
117,985
-8%
增持
BMRN
BIOMARIN PHARMACEUTICAL
+$1.9M
348,979
+0%
减持
TMO
THERMO FISHER SCIENTIFIC
-$1.8M
26,869
-7%
减持
BSCU
INVESCO BULLTSHR 2030 COR BND ETF
-$1.8M
1,939,995
-7%
减持
BSCW
INVESCO BULLETSHS 2032 CORP BND ETF
-$1.8M
1,568,021
-7%
减持
AMT
AMERICAN TOWER CORP NEW REIT
+$1.7M
65,740
-5%
减持
QXO
QXO INC CLASS EQUITY
-$1.6M
499,777
-6%
减持
TRU
TRANSUNION
-$1.5M
90,823
-8%
减持
WAT
WATERS CORP
-$1.5M
34,970
-9%
减持
COO
COOPER COS INC
-$1.4M
96,407
-8%
减持
CMCSA
COMCAST CORP NEW CLASS A
-$1.4M
240,773
-13%
减持
OKTA
OKTA INC CLASS A
+$1.4M
73,818
-8%
减持
MORN
MORNINGSTAR INC
-$1.4M
21,783
-8%
减持
VRTX
VERTEX PHARMACEUTICALS I
+$1.3M
33,049
-9%
增持
LOB
LIVE OAK BANCSHARES INC CLASS EQUITY
+$1.3M
263,859
+80%
减持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$1.2M
42,627
-10%
减持
BSCV
INVESCO BULLTSHR 2031 CRP BND ETF
-$1.2M
1,210,522
-8%
清仓
AOA
ISHARES CORE AGGRESSIVE ALLOCATI ETF
-$1.2M
0
-100%
减持
GXO
GXO LOGISTICS INC
-$1.2M
168,783
-5%
减持
HHH
HOWARD HUGHES HLDGS INC
-$1.1M
172,570
-5%
清仓
SPTS
SPDR SER TR PORTFOLIO
-$1.1M
0
-100%
减持
MSCI
MSCI INC
-$1.1M
13,022
-8%
减持
WSO
WATSCO INC
-$1.1M
25,800
-14%
增持
SNEX
STONEX GROUP INC
+$1.1M
227,533
+38%
减持
DFJ
WISDOMTREE JAPAN SMALCP DIVIDEND ETF
-$1.0M
194,699
-12%
减持
UPS
UNITED PARCEL SVC INC CLASS B
-$1.0M
63,689
-0%
减持
RARE
ULTRAGENYX PHARMACEUTICA
-$1.0M
149,596
-3%
减持
TYL
TYLER TECHNOLOGIES INC
-$1.0M
21,791
-8%
减持
BRBR
BELLRING BRANDS INC
-$996.0K
152,219
-8%
减持
CSL
CARLISLE COS INC
-$973.9K
16,911
-6%
减持
DCRE
DOUBLELINE COMMERCIAL RLEST ETF
-$972.5K
251,036
-8%
减持
BR
BROADRIDGE FINL SOLUTION
-$958.5K
98,286
-10%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$953.4K
120,276
-12%
减持
EMN
EASTMAN CHEM CO
-$903.5K
80,280
-8%
减持
DV
DOUBLEVERIFY HLDGS INC
-$870.9K
146,480
-1%
减持
VO
VANGUARD MID CAP ETF
-$848.8K
15,490
-16%
减持
COST
COSTCO WHSL CORP NEW
-$793.9K
7,271
-13%
减持
DMBS
DOUBLELINE MORTGAGE ETF
-$791.1K
266,529
-8%
减持
NEE
NEXTERA ENERGY INC
-$675.2K
126,714
-7%
减持
BALL
BALL CORP
-$668.8K
119,866
-5%
减持
CSGP
COSTAR GROUP INC
+$658.6K
330,575
-8%
减持
CNI
CANADIAN NATL RY CO F
-$647.9K
63,474
-6%
减持
BSCR
INVSC BULLETSHARES 2027 CRP BND ETF
-$583.0K
276,344
-10%
减持
BSCT
INVSC BLTSHRS 2029 CORP BND ETF
-$535.0K
708,495
-5%
减持
HDB
HDFC BK LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHS
-$531.7K
101,453
-12%
增持
TSLA
TESLA INC
-$501.8K
3,587
+0%
减持
WMT
WALMART INC
-$433.9K
28,987
-12%
减持
BUD
ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$429.0K
49,397
-7%
减持
FAST
FASTENAL CO
-$420.2K
128,931
-10%
增持
RTO
RENTOKIL INITIAL PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS
-$417.1K
381,108
+4%
清仓
SBUX
STARBUCKS CORP
-$402.8K
0
-100%
减持
ARE
ALEXANDRIA REAL ESTATE EREIT
-$399.3K
62,875
-1%
减持
NVDA
NVIDIA CORP
-$385.0K
15,877
-0%
减持
IBDW
ISHARES IBOND DEC 2031 TRM CRP ETF
-$384.9K
646,620
-5%
减持
MKL
MARKEL GROUP INC
-$376.8K
7,981
-10%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$370.2K
87,132
-13%
减持
VB
VANGUARD SMALL CAP ETF
-$353.9K
6,483
-13%
减持
USB
US BANCORP DEL
-$347.4K
28,388
-12%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$346.9K
51,749
-16%
减持
TSCO
TRACTOR SUPPLY CO
-$332.2K
110,837
-9%
减持
—
AON PLC FCLASS A
-$327.8K
30,924
-12%
减持
TXN
TEXAS INSTRS INC
-$269.8K
8,912
-10%
减持
IEUR
ISHARES CORE MSCI EUROPEETF
-$258.1K
213,552
-12%
减持
YUMC
YUM CHINA HLDGS INC F
-$252.7K
153,677
-12%
减持
—
CRH PUBLIC LIMITED CO F
-$249.1K
15,158
-11%
减持
MU
MICRON TECHNOLOGY INC
-$246.4K
191,983
-2%
减持
PG
PROCTER & GAMBLE CO
-$228.4K
14,326
-11%
清仓
—
VANECK SEMICONDUCTOR ETF
-$218.9K
0
-100%
减持
GWRE
GUIDEWIRE SOFTWARE INC
+$205.7K
51,659
-8%
减持
SBAC
SBA COMMUNICATIONS CORP CLASS A
+$189.5K
44,532
-6%
增持
AAPL
APPLE INC
+$181.1K
17,735
+12%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$154.5K
11,486
-15%
减持
GSHD
GOOSEHEAD INS INC CLASS A
+$122.7K
104,911
-9%
减持
WEC
WEC ENERGY GROUP INC
+$106.9K
24,536
-10%
减持
JNJ
JOHNSON & JOHNSON
+$106.0K
7,641
-5%
减持
CME
CME GROUP INC CLASS A
+$101.7K
18,675
-11%
减持
STAG
STAG INDL INC REIT
-$85.9K
269,609
-7%
减持
—
BANCO LATINOAMERICANO F
-$77.5K
41,687
-4%
减持
KO
THE COCA-COLA CO
+$50.1K
18,312
-10%
减持
WCN
WASTE CONNECTIONS INC F
-$46.2K
51,671
-12%
减持
ADC
AGREE RLTY CORP REIT
-$40.9K
23,187
-11%
减持
MELI
MERCADOLIBRE INC
-$31.8K
24,739
-12%
减持
—
MEDTRONIC PLC F
+$18.8K
69,244
-10%
减持
KVUE
KENVUE INC
+$15.9K
57,618
-10%
减持
VTIP
VANGUARD SHRT INF PROT SEC INDEX ETF
+$12.0K
61,077
-2%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$10.9K
14,734
-1%
减持
SLB
SCHLUMBERGER LTD F
-$8.5K
71,213
-8%
减持
PAYX
PAYCHEX INC
+$4.5K
75,824
-9%
