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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 133 项
建仓 8
增持 14
减持 104
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
BKNG
BOOKING HOLDINGS INC
-$25.1M
7,216
-35%
减持
META
META PLATFORMS INC
-$22.5M
86,050
-26%
减持
BSCS
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH
-$20.2M
234,407
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。
-81%
建仓
NOW
SERVICENOW INC
+$18.3M
19,926
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$16.3M
53,611
+124%
减持
NFLX
NETFLIX INC
-$14.8M
37,452
-16%
减持
AXON
AXON ENTERPRISE INC
-$13.4M
20,451
-40%
减持
SHYG
ISHARES TR 0-5YR HI YL
-$13.1M
272,906
-53%
减持
MELI
MERCADOLIBRE INC
-$12.0M
19,288
-12%
建仓
SRLN
SSGA ACTIVE ETF TR
+$11.6M
279,079
建仓
LEMB
ISHARES JPM EM LOC CUR
+$11.5M
278,613
减持
AMZN
AMAZON COM INC
-$9.3M
318,142
-12%
减持
FAST
FASTENAL CO
-$9.1M
4,360
-98%
减持
GOOG
ALPHABET INC
+$9.1M
260,924
-15%
减持
CRM
SALESFORCE INC
-$7.7M
127,445
-8%
清仓
CMCSA
COMCAST CORP NEW
-$7.2M
0
-100%
减持
DXCM
DEXCOM INC
-$7.0M
218,000
-12%
清仓
OKTA
OKTA INC
-$6.6M
0
-100%
清仓
MORN
MORNINGSTAR INC
-$6.2M
0
-100%
减持
BRO
BROWN & BROWN INC
-$6.1M
202,822
-11%
增持
—
CELLEBRITE DI LTD
+$6.1M
657,483
+72%
建仓
MKC
MCCORMICK & CO INC
+$5.6M
83,480
清仓
UPS
UNITED PARCEL SERVICE INC
-$5.4M
0
-100%
建仓
REGN
REGENERON PHARMACEUTICALS
+$5.4M
9,622
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$5.4M
38,365
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$4.8M
69,748
-21%
减持
TOST
TOAST INC
-$4.6M
348,434
-11%
建仓
VRRM
VERRA MOBILITY CORP
+$4.5M
182,785
减持
MA
MASTERCARD INCORPORATED
-$4.4M
62,877
-12%
增持
KVUE
KENVUE INC
+$4.3M
330,079
+555%
减持
PANW
PALO ALTO NETWORKS INC
-$4.3M
145,571
-12%
增持
MYCF
SSGA ACTIVE TR SPDR SSGA
+$4.2M
464,070
+56%
减持
TEAM
ATLASSIAN CORPORATION
-$4.1M
7,688
-71%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$3.9M
71,349
+32%
减持
EQIX
EQUINIX INC
-$3.9M
30,143
-13%
减持
GSHD
GOOSEHEAD INS INC
-$3.7M
84,788
-11%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$3.6M
415,876
-13%
建仓
—
MONDAY COM LTD
+$3.4M
17,315
减持
QTWO
Q2 HLDGS INC
-$3.2M
98,987
-11%
减持
AMT
AMERICAN TOWER CORP NEW
-$3.1M
48,719
-14%
减持
—
FABRINET
-$3.0M
27,025
-38%
减持
BSCU
INVESCO EXCH TRD SLF IDX FD INVSCO 30
-$2.7M
1,582,992
-10%
减持
WAT
WATERS CORP
-$2.6M
27,968
-11%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$2.5M
35,905
-11%
减持
TYL
TYLER TECHNOLOGIES INC
-$2.5M
17,597
-11%
减持
CROX
CROCS INC
-$2.5M
82,492
-11%
减持
BSCW
INVESCO EXCHNG TRAD SLF INDE BULLETSHS
-$2.5M
1,279,472
-10%
减持
PAYX
PAYCHEX INC
-$2.5M
55,726
-15%
减持
MKL
MARKEL GROUP INC
-$2.3M
5,940
-13%
减持
HQY
HEALTHEQUITY INC
-$2.3M
101,315
-11%
减持
TSLA
TESLA MTRS INC
+$2.1M
17,273
-1%
减持
—
INVESCO EXCH TRD SLF IDX FD BULSHS 2025
-$2.1M
1,129,326
-8%
减持
ATEC
ALPHATEC HLDGS INC
+$2.1M
967,936
-11%
减持
QXO
QXO INC
-$2.0M
403,679
-11%
增持
BRBR
BELLRING BRANDS INC
-$2.0M
228,402
+29%
减持
WSO
WATSCO INC
-$1.9M
20,653
-11%
减持
CSGP
COSTAR GROUP INC
-$1.8M
255,853
-12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.8M
31,874
-13%
减持
MSFT
MICROSOFT CORP
-$1.7M
31,833
-13%
减持
DHR
DANAHER CORPORATION
-$1.7M
62,252
-12%
减持
CNI
CANADIAN NATL RY CO
-$1.6M
65,216
-12%
减持
BSCV
INVESCO EXCH TRD SLF IDX FD BULETSHS 2031
-$1.6M
987,061
-10%
减持
NVO
NOVO-NORDISK A S
-$1.6M
67,147
-12%
清仓
—
BANCO LATINOAMERICANO F
-$1.5M
0
-100%
减持
ADSK
AUTODESK INC
-$1.5M
44,827
-12%
增持
HDB
HDFC BANK LTD
-$1.4M
152,300
+76%
减持
ALRM
ALARM COM HLDGS INC
-$1.4M
137,392
-11%
减持
WCN
WASTE CONNECTIONS INC
-$1.4M
38,742
-12%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$1.4M
41,722
-11%
减持
UFPT
UFP TECHNOLOGIES INC
-$1.4M
18,974
-11%
减持
BALL
BALL CORP
-$1.4M
93,278
-14%
减持
CSL
CARLISLE COS INC
-$1.4M
12,904
-14%
减持
NEE
NEXTERA ENERGY INC
-$1.2M
257,763
-14%
减持
NVDA
NVIDIA CORPORATION
+$1.2M
49,872
-2%
减持
COST
COSTCO WHSL CORP NEW
-$1.2M
5,565
-13%
减持
STAG
STAG INDL INC
-$1.2M
217,673
-11%
减持
DDOG
DATADOG INC
-$1.2M
118,714
-12%
减持
—
AON PLC
-$1.1M
23,412
-12%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$1.1M
184,349
-12%
减持
BSCX
INVESCO EXCHNG TRAD SLF INDE INVESCO
-$1.1M
540,393
-9%
减持
RXO
RXO INC
-$985.6K
410,530
-12%
减持
IEUR
ISHARES TR CORE MSCI
-$970.6K
133,705
-12%
减持
YUMC
YUM CHINA HLDGS INC
-$937.5K
114,951
-12%
减持
HHH
HOWARD HUGHES HOLDINGS INC
+$924.7K
138,240
-11%
减持
VOO
VANGUARD INDEX FDS S&P 500 ETF
+$905.0K
25,190
-1%
减持
IGLB
ISHARES 10plus YR CR BD
-$904.3K
231,128
-9%
减持
IBDU
ISHARES TR IBONDS DEC
-$832.9K
695,489
-5%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$692.6K
355,540
+29%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$690.1K
36,906
-12%
减持
RTO
RENTOKIL INITIAL PLC
-$682.3K
284,055
-13%
减持
IBDW
ISHARES TR IBONDS DEC
-$671.1K
548,085
-6%
增持
EMN
EASTMAN CHEM CO
+$627.3K
145,203
+27%
减持
LOB
LIVE OAK BANCSHARES INC
+$609.3K
327,489
-11%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$582.3K
26,999
-12%
减持
CME
CME GROUP INC
-$578.7K
14,362
-11%
减持
—
ICON PLC
+$467.6K
57,949
-13%
减持
AAPL
APPLE INC
+$432.4K
10,035
-3%
减持
SHOP
SHOPIFY INC
-$407.8K
1,940
-68%
减持
WEC
WEC ENERGY GROUP INC
-$400.8K
13,554
-28%
减持
DFJ
WISDOMTREE TR JP SMALLCP
-$398.1K
145,743
-12%
清仓
TTD
THE TRADE DESK INC COM
-$378.2K
0
-100%
减持
TXN
TEXAS INSTRS INC
-$370.0K
6,789
-13%
减持
BND
VANGUARD BD INDEX FD INC TOTAL BND
-$337.3K
62,035
-8%
减持
BSCT
INVESCO EXCH TRD SLF IDX FD BULETSHS
-$321.4K
619,031
-3%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$308.5K
50,192
-10%
减持
PG
PROCTER AND GAMBLE CO
-$306.8K
11,004
-12%
减持
VTIP
VANGUARD MALVERN FDS STRM
-$274.3K
43,959
-12%
增持
GOOGL
ALPHABET INC
+$254.4K
3,799
+0%
减持
SNEX
STONEX GROUP INC
-$225.7K
183,544
-11%
减持
ADC
AGREE RLTY CORP
-$224.3K
17,747
-13%
减持
GXO
GXO LOGISTICS INCORPORATED
-$223.0K
136,229
-11%
减持
FSV
FIRSTSERVICE CORP NEW
-$214.6K
25,980
-12%
减持
—
MEDTRONIC PLC
-$213.1K
51,792
-12%
减持
TSCO
TRACTOR SUPPLY CO
-$201.1K
89,624
-11%
减持
KO
COCA COLA CO
-$198.5K
13,712
-12%
减持
DMBS
DOUBLELINE ETF TRUST
-$193.2K
233,742
-3%
减持
WMT
WALMART INC
-$189.0K
21,835
-12%
减持
—
CRH PLC
+$175.6K
11,623
-12%
减持
VO
VANGUARD INDEX FDS MID CAP
+$175.1K
12,857
-0%
增持
HRI
HERC HLDGS INC
+$119.5K
77,024
+14%
减持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT
+$101.9K
40,220
-4%
减持
WST
WEST PHARMACEUTICAL SVSC INC
+$96.3K
24,945
-15%
减持
USB
US BANCORP DEL
-$90.4K
26,769
-12%
减持
DCRE
DOUBLELINE ETF TRUST
-$89.1K
224,676
-1%
减持
VB
VANGUARD INDEX FDS SMALL CP
+$83.4K
5,743
-1%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$73.9K
45,513
-15%
减持
JNJ
JOHNSON & JOHNSON
+$64.5K
5,860
-12%
减持
HXL
HEXCEL CORP NEW
-$54.6K
114,858
-11%
减持
VEA
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT
+$47.1K
66,843
-4%
增持
DGRO
ISHARES TR CORE DIV
+$45.9K
8,216
+2%
增持
VNQ
VANGUARD INDEX FDS REIT
+$36.2K
10,023
+1%
增持
MUB
ISHARES TR NATIONAL MUN
+$32.3K
15,001
+0%
清仓
—
VOIP-PAL COM INC
-$1.3K
0
-100%
