Motley Fool Asset Management LLC
ALEXANDRIA VA · SEC CIK 0001512814
$25.93亿2026Q2 申报市值
249持仓数
47.6%前十大占比 · 第一大 8.4%
14 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BRK/B 加仓+$3,369.88万
AAPL 加仓+$3,048.58万
WMT 加仓+$2,910.82万
NVDA 加仓+$2,487.68万
MSFT 加仓+$891.33万
2026Q2 卖出最多 按季末市值估算
META 减仓-$2,612.93万
LRCX 减仓-$1,585.29万
AVGO 减仓-$1,071.53万
AMD 减仓-$913.66万
V 减仓-$819.06万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp. | $2.18亿 | 8.42% | 1,091,010 | 124,328 | 12.9% | $2,487.68万 | 加仓 |
| GOOG | Alphabet Inc. | $2.10亿 | 8.10% | 594,233 | 11,957 | 2.1% | $422.48万 | 加仓 |
| AAPL | Apple Inc. | $1.97亿 | 7.61% | 681,882 | 105,356 | 18.3% | $3,048.58万 | 加仓 |
| AMZN | Amazon.com, Inc. | $1.33亿 | 5.14% | 559,628 | 34,157 | 6.5% | $814.10万 | 加仓 |
| MSFT | Microsoft Corp. | $1.22亿 | 4.70% | 326,966 | 23,895 | 7.9% | $891.33万 | 加仓 |
| AVGO | Broadcom Inc | $7,734.20万 | 2.98% | 204,744 | -28,366 | -12.2% | -$1,071.53万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc. | $7,690.39万 | 2.97% | 153,688 | 67,345 | 78.0% | $3,369.88万 | 加仓 |
| WMT | Walmart Inc | $6,931.69万 | 2.67% | 612,016 | 257,003 | 72.4% | $2,910.82万 | 加仓 |
| AMD | Advanced Micro Devices Inc. | $6,740.53万 | 2.60% | 116,034 | -15,728 | -11.9% | -$913.66万 | 减仓 |
| JPM | JPMorgan Chase & Co. | $6,161.27万 | 2.38% | 188,228 | -24,940 | -11.7% | -$816.36万 | 减仓 |
| INTC | Intel Corporation | $5,182.41万 | 2.00% | 371,153 | -39,219 | -9.6% | -$547.61万 | 减仓 |
| META | Meta Platforms Inc | $4,940.84万 | 1.91% | 87,714 | -46,387 | -34.6% | -$2,612.93万 | 减仓 |
| V | Visa Inc | $4,882.03万 | 1.88% | 142,296 | -23,873 | -14.4% | -$819.06万 | 减仓 |
| MA | MasterCard Incorporated | $4,877.61万 | 1.88% | 94,969 | -11,566 | -10.9% | -$594.03万 | 减仓 |
| TSLA | Tesla Inc | $4,624.41万 | 1.78% | 109,948 | -2,657 | -2.4% | -$111.75万 | 减仓 |
| COST | Costco Wholesale Corporation | $4,556.39万 | 1.76% | 48,707 | -2,369 | -4.6% | -$221.61万 | 减仓 |
| LRCX | Lam Research Corporation | $4,061.65万 | 1.57% | 93,731 | -36,584 | -28.1% | -$1,585.29万 | 减仓 |
| NFLX | Netflix, Inc. | $2,767.51万 | 1.07% | 387,607 | -14,716 | -3.7% | -$105.07万 | 减仓 |
| CVX | Chevron Corp. | $2,475.56万 | 0.95% | 149,346 | -6,833 | -4.4% | -$113.26万 | 减仓 |
| SNEX | StoneX Group Inc | $2,380.71万 | 0.92% | 200,904 | -67,364 | -25.1% | -$798.26万 | 减仓 |
| GS | Goldman Sachs Group, Inc. | $2,321.80万 | 0.90% | 22,957 | -1,809 | -7.3% | -$182.96万 | 减仓 |
| AXON | Axon Enterprise Inc | $1,917.17万 | 0.74% | 34,198 | -1,172 | -3.3% | -$65.70万 | 减仓 |
| EQIX | Equinix, Inc. | $1,916.33万 | 0.74% | 18,384 | -751 | -3.9% | -$78.28万 | 减仓 |
| TSM | Taiwan Semiconductor Manufacturing Co., Ltd. | $1,775.37万 | 0.68% | 37,175 | -1,620 | -4.2% | -$77.37万 | 减仓 |
| PANW | Palo Alto Networks Inc | $1,721.84万 | 0.66% | 50,491 | -15,992 | -24.1% | -$545.36万 | 减仓 |
| TJX | The TJX Companies Inc. | $1,592.46万 | 0.61% | 105,113 | 2,079 | 2.0% | $31.50万 | 加仓 |
| ANET | Arista Networks Inc | $1,552.86万 | 0.60% | 91,409 | -22,308 | -19.6% | -$378.97万 | 减仓 |
| CRWD | Crowdstrike Holdings Inc | $1,466.91万 | 0.57% | 19,222 | -5,213 | -21.3% | -$397.82万 | 减仓 |
| CRM | Salesforce Inc. | $1,437.07万 | 0.55% | 91,732 | -17,389 | -15.9% | -$272.42万 | 减仓 |
| TMUS | T-Mobile US Inc | $1,409.96万 | 0.54% | 84,061 | -3,117 | -3.6% | -$52.28万 | 减仓 |
| WSO | Watsco Inc | $1,408.92万 | 0.54% | 33,809 | -1,557 | -4.4% | -$64.88万 | 减仓 |
| DXCM | DexCom Inc | $1,384.72万 | 0.53% | 205,601 | -7,479 | -3.5% | -$50.37万 | 减仓 |
| AMGN | Amgen Inc. | $1,367.08万 | 0.53% | 37,752 | -6,063 | -13.8% | -$219.55万 | 减仓 |
| GILD | Gilead Sciences Inc. | $1,358.72万 | 0.52% | 107,545 | -4,982 | -4.4% | -$62.94万 | 减仓 |
| AMT | American Tower Corporation | $1,353.08万 | 0.52% | 82,722 | -2,975 | -3.5% | -$48.66万 | 减仓 |
| WCN | Waste Connections Inc. | $1,317.42万 | 0.51% | 79,034 | -3,460 | -4.2% | -$57.67万 | 减仓 |
| DIS | Walt Disney Company | $1,293.98万 | 0.50% | 134,440 | -12,778 | -8.7% | -$122.99万 | 减仓 |
| GLW | Corning Incorporated | $1,277.89万 | 0.49% | 50,029 | -18,551 | -27.1% | -$473.85万 | 减仓 |
| FAST | Fastenal Co. | $1,267.07万 | 0.49% | 263,808 | -11,392 | -4.1% | -$54.72万 | 减仓 |
| APP | Applovin Corp. | $1,249.79万 | 0.48% | 24,257 | -8,174 | -25.2% | -$421.15万 | 减仓 |
| DDOG | Datadog Inc | $1,248.14万 | 0.48% | 47,939 | -22,340 | -31.8% | -$581.64万 | 减仓 |
| UBER | Uber Technologies Inc | $1,218.52万 | 0.47% | 168,863 | -5,077 | -2.9% | -$36.64万 | 减仓 |
| ISRG | Intuitive Surgical Inc. | $1,169.38万 | 0.45% | 29,405 | -4,173 | -12.4% | -$165.95万 | 减仓 |
| WAT | Waters Corporation | $1,132.28万 | 0.44% | 30,191 | -1,277 | -4.1% | -$47.89万 | 减仓 |
| BKNG | Booking Holdings Inc | $1,122.06万 | 0.43% | 62,952 | -14,023 | -18.2% | -$249.95万 | 减仓 |
| UNP | Union Pacific Corporation | $1,103.72万 | 0.43% | 40,578 | -7,129 | -14.9% | -$193.91万 | 减仓 |
| NOW | Servicenow Inc | $1,100.92万 | 0.42% | 110,890 | -12,068 | -9.8% | -$119.81万 | 减仓 |
| FN | Fabrinet | $1,071.66万 | 0.41% | 19,066 | -820 | -4.1% | -$46.09万 | 减仓 |
| BMY | Bristol-Myers Squibb Company | $1,011.40万 | 0.39% | 175,529 | -1,059 | -0.6% | -$6.10万 | 减仓 |
| CVS | CVS Health Corp | $967.65万 | 0.37% | 93,538 | -7,895 | -7.8% | -$81.67万 | 减仓 |
| SBUX | Starbucks Corp. | $912.12万 | 0.35% | 89,257 | -17,686 | -16.5% | -$180.73万 | 减仓 |
| PGR | The Progressive Corporation | $886.99万 | 0.34% | 40,604 | -7,157 | -15.0% | -$156.34万 | 减仓 |
| FTNT | Fortinet Inc | $878.15万 | 0.34% | 57,164 | -9,786 | -14.6% | -$150.33万 | 减仓 |
| VRTX | Vertex Pharmaceuticals Incorporated | $858.75万 | 0.33% | 17,288 | -3,014 | -14.8% | -$149.71万 | 减仓 |
| AON | Aon PLC | $844.71万 | 0.33% | 25,467 | -1,120 | -4.2% | -$37.15万 | 减仓 |
| HQY | Healthequity Inc | $840.36万 | 0.32% | 93,043 | -5,497 | -5.6% | -$49.65万 | 减仓 |
| SBAC | SBA Communications Corp. | $832.93万 | 0.32% | 47,202 | -1,982 | -4.0% | -$34.97万 | 减仓 |
| HWM | Howmet Aerospace Inc | $808.62万 | 0.31% | 30,076 | -2,987 | -9.0% | -$80.31万 | 减仓 |
| GXO | GXO Logistics Inc. | $805.96万 | 0.31% | 158,967 | -9,495 | -5.6% | -$48.14万 | 减仓 |
| BAM | Brookfield Asset Management Ltd | $758.90万 | 0.29% | 169,208 | -7,440 | -4.2% | -$33.37万 | 减仓 |
| YUMC | Yum China Holdings Inc. | $749.48万 | 0.29% | 183,381 | -8,060 | -4.2% | -$32.94万 | 减仓 |
| HCA | HCA Healthcare Inc | $739.78万 | 0.29% | 18,974 | -3,997 | -17.4% | -$155.84万 | 减仓 |
| ADBE | Adobe Inc | $737.91万 | 0.28% | 35,992 | -4,616 | -11.4% | -$94.64万 | 减仓 |
| MNST | Monster Beverage Corp | $731.61万 | 0.28% | 76,114 | -14,544 | -16.0% | -$139.80万 | 减仓 |
| MAR | Marriott International, Inc. | $720.28万 | 0.28% | 19,436 | -1,620 | -7.7% | -$60.04万 | 减仓 |
| QXO | QXO Inc | $716.09万 | 0.28% | 414,402 | -12,147 | -2.8% | -$20.99万 | 减仓 |
| — | Close Brothers Group PLC | $709.65万 | 0.27% | 1,320,323 | -177,736 | -11.9% | -$95.53万 | 减仓 |
| CMI | Cummins Inc. | $704.51万 | 0.27% | 9,878 | -1,547 | -13.5% | -$110.33万 | 减仓 |
| ABNB | Airbnb Inc | $699.83万 | 0.27% | 48,905 | -9,906 | -16.8% | -$141.75万 | 减仓 |
| MELI | Mercadolibre Inc | $695.59万 | 0.27% | 4,098 | -180 | -4.2% | -$30.55万 | 减仓 |
| TOST | Toast Inc | $688.56万 | 0.27% | 247,505 | -25,747 | -9.4% | -$71.63万 | 减仓 |
| CEG | Constellation Energy Corp. | $672.78万 | 0.26% | 27,088 | -3,104 | -10.3% | -$77.09万 | 减仓 |
| SHW | The Sherwin-Williams Company | $646.19万 | 0.25% | 18,767 | -3,198 | -14.6% | -$110.11万 | 减仓 |
| SNOW | Snowflake Inc | $643.50万 | 0.25% | 25,285 | -7,586 | -23.1% | -$193.06万 | 减仓 |
| FDX | FedEx Corporation | $642.86万 | 0.25% | 20,530 | -2,260 | -9.9% | -$70.77万 | 减仓 |
| MCK | Mckesson Corp. | $626.92万 | 0.24% | 8,297 | -1,662 | -16.7% | -$125.58万 | 减仓 |
| WST | West Pharmaceutical Services Incorporated | $623.65万 | 0.24% | 17,372 | -702 | -3.9% | -$25.20万 | 减仓 |
| CME | CME Group Inc. | $620.36万 | 0.24% | 28,092 | -1,255 | -4.3% | -$27.71万 | 减仓 |
| WM | Waste Management, Inc. | $613.54万 | 0.24% | 27,528 | -3,969 | -12.6% | -$88.46万 | 减仓 |
| ECL | Ecolab Inc. | $612.11万 | 0.24% | 21,970 | -2,901 | -11.7% | -$80.82万 | 减仓 |
| NET | Cloudflare Inc | $590.27万 | 0.23% | 24,065 | -7,221 | -23.1% | -$177.12万 | 减仓 |
| ATEC | Alphatec Holdings Inc. | $585.45万 | 0.23% | 676,822 | -178,692 | -20.9% | -$154.57万 | 减仓 |
| CTAS | Cintas Corporation | $582.68万 | 0.22% | 34,259 | -5,362 | -13.5% | -$91.20万 | 减仓 |
| COHR | Coherent Corp | $580.11万 | 0.22% | 14,706 | -2,900 | -16.5% | -$114.40万 | 减仓 |
| FIX | Comfort Systems USA Inc. | $568.42万 | 0.22% | 2,868 | -477 | -14.3% | -$94.54万 | 减仓 |
| CNI | Canadian National Railway Company | $562.90万 | 0.22% | 47,207 | -2,060 | -4.2% | -$24.56万 | 减仓 |
| DASH | DoorDash Inc | $556.87万 | 0.21% | 30,178 | -6,636 | -18.0% | -$122.45万 | 减仓 |
| CLBT | Cellebrite Di Ltd | $555.72万 | 0.21% | 380,630 | -16,734 | -4.2% | -$24.43万 | 减仓 |
| MPWR | Monolithic Power Systems Inc. | $547.00万 | 0.21% | 3,957 | 3,957 | — | $547.00万 | 新建仓 |
| NKE | Nike, Inc. | $545.09万 | 0.21% | 132,786 | -8,879 | -6.3% | -$36.45万 | 减仓 |
| ALAB | Astera Labs Inc | $539.68万 | 0.21% | 11,173 | 7,502 | 204.4% | $362.36万 | 加仓 |
| ADSK | Autodesk Inc | $533.41万 | 0.21% | 27,436 | -2,865 | -9.5% | -$55.70万 | 减仓 |
| MSI | Motorola Solutions Inc | $527.17万 | 0.20% | 12,694 | -2,795 | -18.0% | -$116.07万 | 减仓 |
| ICE | Intercontinental Exchange Inc | $522.28万 | 0.20% | 42,424 | -2,223 | -5.0% | -$27.37万 | 减仓 |
| INTU | Intuit Inc | $515.58万 | 0.20% | 19,754 | -3,722 | -15.9% | -$97.14万 | 减仓 |
| KMI | Kinder Morgan, Inc. | $514.36万 | 0.20% | 160,888 | -18,276 | -10.2% | -$58.43万 | 减仓 |
| TDG | Transdigm Group Inc. | $513.50万 | 0.20% | 3,855 | -671 | -14.8% | -$89.38万 | 减仓 |
| MDB | MongoDB Inc. | $504.92万 | 0.19% | 15,032 | 2,086 | 16.1% | $70.07万 | 加仓 |
| PEN | Penumbra Inc. | $483.10万 | 0.19% | 15,300 | -1,902 | -11.1% | -$60.06万 | 减仓 |
| DLR | Digital Realty Trust Inc. | $482.84万 | 0.19% | 26,887 | -5,117 | -16.0% | -$91.89万 | 重新持有 |