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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 136 项
建仓 13
增持 15
减持 97
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
—
INVESCO EXCH TRD SLF IDX FD BULSHS 2025
-$17.0M
1,232,275
-40%
清仓
MU
MICRON TECHNOLOGY INC
-$16.7M
0
-100%
建仓
IGLB
ISHARES 10plus YR CR BD
+$12.8M
255,261
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
BSCX
INVESCO EXCHNG TRAD SLF INDE INVESCO
+$12.7M
596,948
减持
NFLX
NETFLIX INC
+$12.5M
44,572
-12%
增持
NEE
NEXTERA ENERGY INC
+$11.7M
298,199
+135%
减持
META
FACEBOOK INC
+$11.6M
116,041
-10%
减持
MELI
MERCADOLIBRE INC
+$8.8M
21,842
-12%
清仓
GMED
GLOBUS MED INC CLASS A
-$8.6M
0
-100%
清仓
COO
COOPER COS INC
-$8.1M
0
-100%
减持
AXON
AXON ENTERPRISE INC
+$8.1M
33,952
-11%
清仓
BSCQ
INVSC BULLETSHARS 2026 CORP BND ETF
-$8.1M
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$8.0M
53,913
+63%
减持
BSCS
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH
-$7.7M
1,221,193
-24%
清仓
TRU
TRANSUNION
-$7.5M
0
-100%
建仓
MYCF
SSGA ACTIVE TR SPDR SSGA
+$7.4M
296,563
清仓
MSCI
MSCI INC
-$7.4M
0
-100%
建仓
HXL
HEXCEL CORP NEW
+$7.3M
128,451
清仓
TREX
TREX CO INC
-$6.9M
0
-100%
建仓
SITE
SITEONE LANDSCAPE SUPPLY INC
+$6.8M
56,004
清仓
GNTX
GENTEX CORP
-$6.4M
0
-100%
减持
BRO
BROWN & BROWN INC
-$6.4M
226,913
-10%
增持
NVDA
NVIDIA CORP
+$6.3M
51,039
+221%
建仓
—
CELLEBRITE DI LTD ORDINARY
+$6.1M
382,299
减持
BKNG
BOOKING HOLDINGS INC
+$6.0M
11,067
-12%
清仓
BSCR
INVSC BULLETSHARES 2027 CRP BND ETF
-$5.4M
0
-100%
建仓
UFPT
UFP TECHNOLOGIES INC
+$5.2M
21,273
建仓
FSV
FIRSTSERVICE CORP NEW
+$5.2M
29,570
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.9M
36,718
-14%
减持
EQIX
EQUINIX INC
-$4.7M
34,592
-12%
增持
TSLA
TESLA MTRS INC
+$4.6M
17,423
+386%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$4.6M
275,082
+84%
减持
DXCM
DEXCOM INC
+$4.5M
248,253
-1%
减持
CRM
SALESFORCE COM INC
-$4.4M
138,930
-12%
减持
MA
MASTERCARD INC
-$4.3M
71,466
-12%
减持
ALRM
ALARM COM HLDGS INC
-$3.9M
154,278
-32%
增持
LOB
LIVE OAK BANCSHARES INC
+$3.9M
366,608
+39%
减持
BND
VANGUARD BD INDEX FD INC TOTAL BND
-$3.9M
67,239
-44%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.7M
23,914
-11%
减持
—
FABRINET
+$3.3M
43,543
-9%
减持
DDOG
DATADOG INC CL A
+$3.1M
134,531
-11%
清仓
SLB
SCHLUMBERGER LTD F
-$3.0M
0
-100%
减持
QXO
QXO INC
+$3.0M
452,193
-10%
减持
TOST
TOAST INC
+$3.0M
390,331
-10%
增持
ATEC
ALPHATEC HLDGS INC
+$2.9M
1,082,670
+21%
减持
WSO
WATSCO INC
-$2.9M
23,111
-10%
减持
—
AON PLC SHS
-$2.9M
26,490
-14%
减持
CSGP
COSTAR GROUP INC
-$2.8M
291,195
-12%
减持
BSCU
INVESCO EXCH TRD SLF IDX FD INVSCO 30
-$2.8M
1,752,487
-10%
减持
IEUR
ISHARES TR CORE MSCI
-$2.8M
152,244
-29%
减持
BSCW
INVESCO EXCHNG TRAD SLF INDE BULLETSHS
-$2.8M
1,416,279
-10%
减持
RXO
RXO INC COMMON
-$2.6M
464,347
-10%
减持
DHR
DANAHER CORP DEL
-$2.6M
70,876
-12%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$2.4M
88,108
-10%
减持
GSHD
GOOSEHEAD INS INC COM
-$2.4M
94,985
-9%
减持
HHH
HOWARD HUGHES HOLDINGS INC
-$2.3M
154,586
-10%
减持
MSFT
MICROSOFT CORP
+$2.3M
36,599
-14%
减持
SHYG
ISHARES TR 0-5YR HI YL
-$2.3M
578,233
-10%
减持
PAYX
PAYCHEX INC
-$2.2M
65,451
-14%
减持
YUMC
YUM CHINA HLDGS INC
-$2.1M
131,317
-15%
清仓
DV
DOUBLEVERIFY HLDGS INC
-$2.0M
0
-100%
减持
WAT
WATERS CORP
-$2.0M
31,337
-10%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$1.9M
53,241
-15%
减持
WCN
WASTE CONNECTIONS INC
-$1.9M
44,094
-15%
减持
AAPL
APPLE INC
-$1.8M
10,346
-42%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.8M
56,566
-14%
减持
BSCV
INVESCO EXCH TRD SLF IDX FD BULETSHS 2031
-$1.7M
1,092,697
-10%
减持
IBDU
ISHARES TR IBONDS DEC
-$1.7M
735,362
-10%
减持
CMCSA
COMCAST CORP NEW
-$1.7M
202,412
-16%
减持
PANW
PALO ALTO NETWORKS INC
+$1.6M
165,784
-12%
增持
CNI
CANADIAN NATL RY CO
+$1.6M
74,527
+17%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.6M
53,940
-15%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$1.5M
475,949
+36%
减持
CROX
CROCS INC
-$1.5M
92,509
-9%
增持
EMN
EASTMAN CHEMICAL CO
+$1.5M
114,220
+42%
减持
SNEX
STONEX GROUP INC
+$1.4M
205,716
-10%
减持
GWRE
GUIDEWIRE SOFTWARE INC
+$1.3M
46,736
-10%
减持
DMBS
DOUBLELINE ETF TRUST MORTGAGE
-$1.3M
240,586
-10%
减持
MKL
MARKEL CORP
-$1.2M
6,851
-14%
减持
DCRE
DOUBLELINE TRUST COMMERCIAL REAL
-$1.2M
226,595
-10%
减持
DFJ
WISDOMTREE TR JP SMALLCP
-$1.2M
165,931
-15%
减持
AMZN
AMAZON COM INC
+$1.2M
360,994
-12%
减持
BSCT
INVESCO EXCH TRD SLF IDX FD BULETSHS
-$1.2M
639,859
-10%
减持
TEAM
ATLASSIAN CORPORATION
-$1.1M
26,111
-14%
减持
OKTA
OKTA INC
-$1.1M
66,442
-10%
减持
IBDW
ISHARES TR IBONDS DEC
-$1.1M
584,669
-10%
减持
HRI
HERC HLDGS INC
-$1.1M
67,325
-9%
减持
—
MEDTRONIC PLC
-$1.1M
59,031
-15%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG
-$1.1M
209,780
-20%
增持
BRBR
BELLRING BRANDS INC COMMON
-$1.0M
177,722
+17%
减持
TYL
TYLER TECHNOLOGIES INC
-$978.3K
19,720
-10%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$963.3K
30,722
-15%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$958.1K
29,467
-11%
减持
NVO
NOVO-NORDISK A S
-$950.1K
76,618
-15%
减持
VOO
VANGUARD INDEX FDS S&P 500 ETF
-$893.1K
25,563
-15%
减持
STAG
STAG INDL INC
-$889.4K
243,905
-10%
减持
RTO
RENTOKIL INITIAL PLC
-$872.7K
327,277
-14%
减持
GXO
GXO LOGISTICS INCORPORATED COMMON
+$832.1K
152,529
-10%
减持
TSCO
TRACTOR SUPPLY CO
-$809.2K
100,396
-9%
减持
HQY
HEALTHEQUITY INC
+$808.4K
113,555
-9%
减持
ADSK
AUTODESK INC
+$738.2K
50,840
-11%
减持
WEC
WEC ENERGY GROUP INC
-$720.1K
18,751
-24%
建仓
SHOP
SHOPIFY INC
+$696.2K
6,035
增持
FAST
FASTENAL CO
-$689.3K
221,652
+72%
建仓
GOOGL
ALPHABET INC CAP STK
+$669.0K
3,796
增持
—
ICON PLC
-$603.6K
66,507
+13%
减持
QTWO
Q2 HLDGS INC
+$568.5K
110,884
-10%
减持
VTIP
VANGUARD MALVERN FDS STRM
-$547.7K
49,731
-19%
减持
COST
COSTCO WHSL CORP NEW
-$544.3K
6,397
-12%
建仓
DGRO
ISHARES TR CORE DIV
+$513.4K
8,030
减持
CME
CME GROUP INC
-$495.2K
16,179
-13%
减持
VEA
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT
-$470.8K
69,429
-20%
减持
PG
PROCTER AND GAMBLE CO
-$443.9K
12,538
-12%
减持
VO
VANGUARD INDEX FDS MID CAP
-$404.6K
12,870
-17%
建仓
TTD
THE TRADE DESK INC COM
+$378.2K
5,253
减持
MORN
MORNINGSTAR INC
-$347.5K
19,701
-10%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$332.3K
40,304
-9%
减持
KVUE
KENVUE INC
-$327.1K
50,387
-13%
减持
ADC
AGREE REALTY CORP
-$304.8K
20,326
-12%
减持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT
-$265.0K
41,996
-19%
建仓
SMH
VANECK SEMICONDUCTOR ETF
+$251.1K
900
减持
JNJ
JOHNSON & JOHNSON
-$245.3K
6,690
-12%
减持
KO
COCA COLA CO
-$203.6K
15,660
-14%
增持
USB
US BANCORP DEL
+$185.6K
30,588
+8%
减持
BALL
BALL CORP
-$169.9K
108,246
-10%
减持
VNQ
VANGUARD INDEX FDS REIT
-$159.9K
9,882
-14%
减持
CSL
CARLISLE COS INC
-$153.9K
15,009
-11%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$150.8K
42,055
-15%
减持
—
CRH PLC
-$115.4K
13,268
-12%
减持
WMT
WAL-MART STORES INC
-$105.6K
24,946
-14%
减持
HDB
HDFC BANK LTD
-$99.9K
86,613
-15%
减持
GOOG
ALPHABET INC CAP STK
+$84.7K
307,061
-12%
减持
VB
VANGUARD INDEX FDS SMALL CP
-$61.0K
5,809
-10%
减持
—
BANCO LATINOAMERICANO F
+$20.5K
38,369
-8%
减持
TXN
TEXAS INSTRS INC
+$15.8K
7,790
-13%
增持
MUB
ISHARES TR NATIONAL MUN
+$11.5K
14,980
+2%
