Motley Fool Asset Management LLC
ALEXANDRIA VA · SEC CIK 0001512814
$23.26亿2026Q1 申报市值
237持仓数
43.8%前十大占比 · 第一大 7.2%
13 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JPM 加仓+$2,568.05万
INTC 新建仓+$1,810.97万
GOOG 加仓+$1,760.49万
NVDA 加仓+$1,573.12万
MSFT 加仓+$1,239.18万
2026Q1 卖出最多 按季末市值估算
TSLA 减仓-$1,335.25万
COST 减仓-$953.98万
MMM 清仓-$792.05万
V 减仓-$756.72万
NFLX 减仓-$690.17万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| UCTT | Ultra Clean Holdings Inc | $145.50万 | 0.06% | 23,400 | 23,400 | — | $145.50万 | 新建仓 |
| MNDY | Monday.Com Limited | $146.24万 | 0.06% | 21,161 | 9,400 | 79.9% | $64.96万 | 加仓 |
| STAG | STAG Industrial, Inc. | $153.86万 | 0.07% | 42,667 | -2,555 | -5.6% | -$9.21万 | 减仓 |
| EMN | Eastman Chemical Company | $154.61万 | 0.07% | 20,258 | -11,669 | -36.5% | -$89.06万 | 减仓 |
| NOG | Northern Oil And Gas, Inc. | $159.00万 | 0.07% | 54,397 | -39,042 | -41.8% | -$114.12万 | 重新持有 |
| GSHD | Goosehead Insurance Inc | $159.43万 | 0.07% | 37,372 | -75,585 | -66.9% | -$322.45万 | 减仓 |
| RARE | Ultragenyx Pharmaceuticals Inc | $163.71万 | 0.07% | 78,141 | 5,693 | 7.9% | $11.93万 | 加仓 |
| MORN | Morningstar Inc | $164.84万 | 0.07% | 9,751 | -588 | -5.7% | -$9.94万 | 减仓 |
| VRRM | Verra Mobility Corporation | $171.18万 | 0.07% | 119,792 | 11,761 | 10.9% | $16.81万 | 加仓 |
| ADC | Agree Realty Corp | $172.02万 | 0.07% | 22,820 | -1,560 | -6.4% | -$11.76万 | 减仓 |
| UFPT | UFP Technologies Inc. | $176.74万 | 0.08% | 9,129 | -625 | -6.4% | -$12.10万 | 减仓 |
| LOB | Live Oak Bancshares Inc | $184.85万 | 0.08% | 55,896 | -12,239 | -18.0% | -$40.47万 | 减仓 |
| FTDR | Frontdoor Inc | $188.00万 | 0.08% | 35,566 | -2,435 | -6.4% | -$12.87万 | 减仓 |
| HRI | Herc Holdings Inc | $188.95万 | 0.08% | 18,980 | -1,300 | -6.4% | -$12.94万 | 减仓 |
| DRS | Leonardo DRS Inc | $192.72万 | 0.08% | 43,289 | -2,965 | -6.4% | -$13.20万 | 减仓 |
| IPGP | IPG Photonics Corp | $206.61万 | 0.09% | 18,030 | -4,442 | -19.8% | -$50.90万 | 减仓 |
| EVLV | Evolv Technologies Holdings Inc. | $218.78万 | 0.09% | 361,627 | 21,695 | 6.4% | $13.13万 | 加仓 |
| COO | The Cooper Companies, Inc. | $221.95万 | 0.10% | 31,042 | -1,887 | -5.7% | -$13.49万 | 减仓 |
| RAMP | Liveramp Holdings Inc | $224.51万 | 0.10% | 84,657 | 14,295 | 20.3% | $37.91万 | 加仓 |
| HXL | Hexcel Corporation | $238.37万 | 0.10% | 29,454 | -5,637 | -16.1% | -$45.62万 | 减仓 |
| ALRM | Alarm.com Holdings Inc. | $239.04万 | 0.10% | 55,347 | -65,588 | -54.2% | -$283.27万 | 减仓 |
| PFGC | Performance Food Group Co. | $246.04万 | 0.11% | 28,723 | -1,747 | -5.7% | -$14.96万 | 减仓 |
| QTWO | Q2 Holdings Inc | $256.47万 | 0.11% | 54,221 | 25,965 | 91.9% | $122.81万 | 加仓 |
| GEHC | GE Healthcare Technologies Inc. | $265.16万 | 0.11% | 37,252 | -5,118 | -12.1% | -$36.43万 | 减仓 |
| HEI | Heico Corp | $267.62万 | 0.12% | 9,760 | 7,845 | 409.7% | $215.11万 | 加仓 |
| CCI | Crown Castle Inc. | $283.53万 | 0.12% | 34,870 | 34,870 | — | $283.53万 | 新建仓 |
| RELX | Relx PLC | $283.76万 | 0.12% | 85,600 | 85,600 | — | $283.76万 | 新建仓 |
| CPNG | Coupang Inc. | $284.51万 | 0.12% | 150,696 | -19,193 | -11.3% | -$36.24万 | 减仓 |
| LYV | Live Nation Entertainment, Inc. | $286.37万 | 0.12% | 18,777 | 14,986 | 395.3% | $228.55万 | 加仓 |
| XYZ | Block Inc | $296.36万 | 0.13% | 49,246 | -7,286 | -12.9% | -$43.85万 | 减仓 |
| RMD | ResMed Inc. | $298.11万 | 0.13% | 13,280 | -1,899 | -12.5% | -$42.63万 | 减仓 |
| TTWO | Take-Two Interactive Software Inc. | $301.11万 | 0.13% | 15,246 | -2,055 | -11.9% | -$40.59万 | 减仓 |
| EME | Emcor Group Inc | $301.97万 | 0.13% | 4,090 | 2,872 | 235.8% | $212.04万 | 加仓 |
| HUBS | Hubspot Inc | $314.77万 | 0.14% | 12,895 | 3,326 | 34.8% | $81.19万 | 加仓 |
| MDB | MongoDB Inc. | $316.88万 | 0.14% | 12,946 | 4,026 | 45.1% | $98.54万 | 加仓 |
| WDAY | Workday Inc | $317.38万 | 0.14% | 24,429 | -2,913 | -10.7% | -$37.85万 | 减仓 |
| ICLR | Icon PLC | $320.23万 | 0.14% | 28,938 | -34,404 | -54.3% | -$380.71万 | 减仓 |
| RTO | Rentokil Initial PLC | $323.33万 | 0.14% | 102,711 | -4,752 | -4.4% | -$14.96万 | 减仓 |
| RKT | Rocket Companies Inc | $325.16万 | 0.14% | 228,181 | -34,355 | -13.1% | -$48.96万 | 减仓 |
| WAB | Wabtec Corp | $332.71万 | 0.14% | 13,313 | 10,604 | 391.4% | $265.00万 | 加仓 |
| RBLX | Roblox Corporation | $335.73万 | 0.14% | 59,359 | -6,417 | -9.8% | -$36.29万 | 减仓 |
| EQT | EQT Corporation | $336.08万 | 0.14% | 52,809 | 41,734 | 376.8% | $265.60万 | 加仓 |
| RKLB | Rocket Lab Corp. | $341.11万 | 0.15% | 53,116 | 2,805 | 5.6% | $18.01万 | 加仓 |
| ALNY | Alnylam Pharmaceuticals Inc. | $347.15万 | 0.15% | 10,492 | -2,034 | -16.2% | -$67.30万 | 减仓 |
| WING | Wingstop Inc | $351.33万 | 0.15% | 22,671 | 3,350 | 17.3% | $51.91万 | 加仓 |
| PYPL | Paypal Holdings Inc. | $352.02万 | 0.15% | 77,828 | -10,907 | -12.3% | -$49.33万 | 减仓 |
| ODFL | Old Dominion Freight Line Inc. | $356.66万 | 0.15% | 18,253 | -3,486 | -16.0% | -$68.12万 | 减仓 |
| EBAY | eBay Inc. | $378.10万 | 0.16% | 41,540 | -5,925 | -12.5% | -$53.93万 | 减仓 |
| SYY | Sysco Corporation | $379.58万 | 0.16% | 53,214 | 39,371 | 284.4% | $280.83万 | 加仓 |
| NDAQ | Nasdaq Inc | $390.36万 | 0.17% | 45,984 | -7,131 | -13.4% | -$60.54万 | 减仓 |
| UI | Ubiquiti Inc | $407.24万 | 0.18% | 5,153 | 4,176 | 427.4% | $330.03万 | 加仓 |
| CMG | Chipotle Mexican Grill Inc | $410.81万 | 0.18% | 128,339 | -13,467 | -9.5% | -$43.11万 | 减仓 |
| TYL | Tyler Technologies Inc. | $410.82万 | 0.18% | 11,999 | -673 | -5.3% | -$23.04万 | 减仓 |
| COHR | Coherent Corp | $419.39万 | 0.18% | 17,606 | 15,066 | 593.1% | $358.89万 | 加仓 |
| TSCO | Tractor Supply Co | $438.88万 | 0.19% | 96,884 | -5,257 | -5.1% | -$23.81万 | 减仓 |
| IDXX | IDEXX Laboratories Inc. | $439.51万 | 0.19% | 7,822 | -840 | -9.7% | -$47.20万 | 减仓 |
| WST | West Pharmaceutical Services Incorporated | $453.01万 | 0.19% | 18,074 | -1,092 | -5.7% | -$27.37万 | 减仓 |
| GWRE | Guidewire Software Inc | $456.41万 | 0.20% | 30,517 | -1,758 | -5.4% | -$26.29万 | 减仓 |
| FIX | Comfort Systems USA Inc. | $461.27万 | 0.20% | 3,345 | 2,792 | 504.9% | $385.01万 | 加仓 |
| TFC | Truist Financial Corp. | $466.41万 | 0.20% | 101,460 | -19,351 | -16.0% | -$88.96万 | 减仓 |
| BRO | Brown & Brown Inc | $476.30万 | 0.20% | 73,041 | -4,432 | -5.7% | -$28.90万 | 减仓 |
| SNOW | Snowflake Inc | $495.76万 | 0.21% | 32,871 | 693 | 2.2% | $10.45万 | 加仓 |
| CNI | Canadian National Railway Company | $506.32万 | 0.22% | 49,267 | -2,266 | -4.4% | -$23.29万 | 减仓 |
| BR | Broadridge Financial Solutions Inc. | $507.34万 | 0.22% | 31,225 | -3,737 | -10.7% | -$60.72万 | 减仓 |
| AZO | Autozone, Inc. | $509.71万 | 0.22% | 1,509 | 1,509 | — | $509.71万 | 新建仓 |
| SITE | Siteone Landscape Supply Inc | $524.45万 | 0.23% | 39,400 | -2,448 | -5.8% | -$32.59万 | 减仓 |
| TDG | Transdigm Group Inc. | $524.55万 | 0.23% | 4,526 | -706 | -13.5% | -$81.82万 | 减仓 |
| FTNT | Fortinet Inc | $547.12万 | 0.24% | 66,950 | -10,018 | -13.0% | -$81.87万 | 减仓 |
| CLBT | Cellebrite Di Ltd | $547.57万 | 0.24% | 397,364 | -18,392 | -4.4% | -$25.34万 | 减仓 |
| DASH | DoorDash Inc | $552.76万 | 0.24% | 36,814 | -3,184 | -8.0% | -$47.81万 | 减仓 |
| PEN | Penumbra Inc. | $564.86万 | 0.24% | 17,202 | -7,354 | -29.9% | -$241.48万 | 减仓 |
| KMI | Kinder Morgan, Inc. | $600.74万 | 0.26% | 179,164 | -29,492 | -14.1% | -$98.89万 | 减仓 |
| CMI | Cummins Inc. | $614.69万 | 0.26% | 11,425 | -1,432 | -11.1% | -$77.04万 | 减仓 |
| NET | Cloudflare Inc | $645.56万 | 0.28% | 31,286 | -1,352 | -4.1% | -$27.90万 | 减仓 |
| MNST | Monster Beverage Corp | $656.91万 | 0.28% | 90,658 | -10,842 | -10.7% | -$78.56万 | 减仓 |
| ECL | Ecolab Inc. | $661.62万 | 0.28% | 24,871 | -4,431 | -15.1% | -$117.87万 | 减仓 |
| SNPS | Synopsys Inc | $662.68万 | 0.28% | 16,714 | -1,042 | -5.9% | -$41.31万 | 减仓 |
| CTAS | Cintas Corporation | $670.15万 | 0.29% | 39,621 | -2,989 | -7.0% | -$50.56万 | 减仓 |
| MSI | Motorola Solutions Inc | $672.18万 | 0.29% | 15,489 | -1,814 | -10.5% | -$78.72万 | 减仓 |
| MAR | Marriott International, Inc. | $688.68万 | 0.30% | 21,056 | -3,910 | -15.7% | -$127.88万 | 减仓 |
| ICE | Intercontinental Exchange Inc | $702.21万 | 0.30% | 44,647 | -8,390 | -15.8% | -$131.96万 | 减仓 |
| SHW | The Sherwin-Williams Company | $704.09万 | 0.30% | 21,965 | -4,086 | -15.7% | -$130.98万 | 减仓 |
| WM | Waste Management, Inc. | $723.77万 | 0.31% | 31,497 | -5,968 | -15.9% | -$137.14万 | 减仓 |
| TOST | Toast Inc | $724.39万 | 0.31% | 273,252 | -15,447 | -5.4% | -$40.95万 | 减仓 |
| ADSK | Autodesk Inc | $725.41万 | 0.31% | 30,301 | 7,756 | 34.4% | $185.68万 | 加仓 |
| CVS | CVS Health Corp | $728.49万 | 0.31% | 101,433 | -28,330 | -21.8% | -$203.47万 | 减仓 |
| MELI | Mercadolibre Inc | $739.67万 | 0.32% | 4,278 | -198 | -4.4% | -$34.23万 | 减仓 |
| ABNB | Airbnb Inc | $742.67万 | 0.32% | 58,811 | 1,739 | 3.0% | $21.96万 | 加仓 |
| NKE | Nike, Inc. | $748.27万 | 0.32% | 141,665 | -15,195 | -9.7% | -$80.26万 | 减仓 |
| HWM | Howmet Aerospace Inc | $761.97万 | 0.33% | 33,063 | -4,463 | -11.9% | -$102.85万 | 减仓 |
| BAM | Brookfield Asset Management Ltd | $785.20万 | 0.34% | 176,648 | -8,184 | -4.4% | -$36.38万 | 减仓 |
| — | Close Brothers Group PLC | $794.29万 | 0.34% | 1,498,059 | -69,410 | -4.4% | -$36.80万 | 减仓 |
| FDX | FedEx Corporation | $811.73万 | 0.35% | 22,790 | -2,086 | -8.4% | -$74.30万 | 减仓 |
| HQY | Healthequity Inc | $823.50万 | 0.35% | 98,540 | -2,935 | -2.9% | -$24.53万 | 减仓 |
| QXO | QXO Inc | $828.36万 | 0.36% | 426,549 | -26,729 | -5.9% | -$51.91万 | 减仓 |
| DDOG | Datadog Inc | $829.64万 | 0.36% | 70,279 | 9,812 | 16.2% | $115.83万 | 加仓 |
| CEG | Constellation Energy Corp. | $843.11万 | 0.36% | 30,192 | 8,627 | 40.0% | $240.91万 | 重新持有 |
| SBAC | SBA Communications Corp. | $846.51万 | 0.36% | 49,184 | -2,661 | -5.1% | -$45.80万 | 减仓 |
| AON | Aon PLC | $858.18万 | 0.37% | 26,587 | -1,232 | -4.4% | -$39.77万 | 减仓 |
| MCK | Mckesson Corp. | $861.81万 | 0.37% | 9,959 | -1,532 | -13.3% | -$132.57万 | 减仓 |