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 |
|---|---|---|---|---|---|---|---|---|
| ZS | Zscaler Inc | $153.29万 | 0.06% | 10,860 | 6,219 | 134.0% | $87.78万 | 加仓 |
| NCNO | Ncino Inc. | $155.77万 | 0.06% | 95,273 | 8,975 | 10.4% | $14.67万 | 加仓 |
| UCTT | Ultra Clean Holdings Inc | $160.96万 | 0.06% | 11,288 | -12,112 | -51.8% | -$172.71万 | 减仓 |
| GSHD | Goosehead Insurance Inc | $161.00万 | 0.06% | 33,196 | -4,176 | -11.2% | -$20.25万 | 减仓 |
| IPGP | IPG Photonics Corp | $165.63万 | 0.06% | 14,118 | -3,912 | -21.7% | -$45.90万 | 减仓 |
| DRS | Leonardo DRS Inc | $167.00万 | 0.06% | 39,138 | -4,151 | -9.6% | -$17.71万 | 减仓 |
| ADC | Agree Realty Corp | $170.31万 | 0.07% | 22,486 | -334 | -1.5% | -$2.53万 | 减仓 |
| HUBS | Hubspot Inc | $171.83万 | 0.07% | 9,415 | -3,480 | -27.0% | -$63.51万 | 减仓 |
| WRBY | Warby Parker Inc | $180.86万 | 0.07% | 59,612 | 22,161 | 59.2% | $67.24万 | 加仓 |
| EVLV | Evolv Technologies Holdings Inc. | $189.63万 | 0.07% | 326,956 | -34,671 | -9.6% | -$20.11万 | 减仓 |
| LOB | Live Oak Bancshares Inc | $206.41万 | 0.08% | 50,541 | -5,355 | -9.6% | -$21.87万 | 减仓 |
| HXL | Hexcel Corporation | $211.90万 | 0.08% | 21,177 | -8,277 | -28.1% | -$82.82万 | 减仓 |
| COO | The Cooper Companies, Inc. | $213.89万 | 0.08% | 29,827 | -1,215 | -3.9% | -$8.71万 | 减仓 |
| UFPT | UFP Technologies Inc. | $218.84万 | 0.08% | 8,254 | -875 | -9.6% | -$23.20万 | 减仓 |
| QTWO | Q2 Holdings Inc | $235.56万 | 0.09% | 48,974 | -5,247 | -9.7% | -$25.24万 | 减仓 |
| RARE | Ultragenyx Pharmaceuticals Inc | $235.90万 | 0.09% | 70,651 | -7,490 | -9.6% | -$25.01万 | 减仓 |
| ALRM | Alarm.com Holdings Inc. | $242.55万 | 0.09% | 51,916 | -3,431 | -6.2% | -$16.03万 | 减仓 |
| HRI | Herc Holdings Inc | $245.97万 | 0.09% | 17,160 | -1,820 | -9.6% | -$26.09万 | 减仓 |
| RBLX | Roblox Corporation | $246.22万 | 0.09% | 45,277 | -14,082 | -23.7% | -$76.58万 | 减仓 |
| FTDR | Frontdoor Inc | $249.51万 | 0.10% | 32,157 | -3,409 | -9.6% | -$26.45万 | 减仓 |
| UI | Ubiquiti Inc | $252.28万 | 0.10% | 4,724 | -429 | -8.3% | -$22.91万 | 减仓 |
| RELX | Relx PLC | $259.69万 | 0.10% | 82,000 | -3,600 | -4.2% | -$11.40万 | 减仓 |
| CCI | Crown Castle Inc. | $262.84万 | 0.10% | 34,708 | -162 | -0.5% | -$1.23万 | 减仓 |
| Q | Qnity Electronics Inc. | $263.21万 | 0.10% | 16,117 | 16,117 | — | $263.21万 | 新建仓 |
| RKT | Rocket Companies Inc | $266.17万 | 0.10% | 168,994 | -59,187 | -25.9% | -$93.22万 | 减仓 |
| ALNY | Alnylam Pharmaceuticals Inc. | $276.04万 | 0.11% | 9,170 | -1,322 | -12.6% | -$39.80万 | 减仓 |
| SITM | Sitime Corporation | $276.30万 | 0.11% | 3,706 | -295 | -7.4% | -$21.99万 | 减仓 |
| HEI | Heico Corp | $280.82万 | 0.11% | 7,884 | -1,876 | -19.2% | -$66.82万 | 减仓 |
| RTO | Rentokil Initial PLC | $281.50万 | 0.11% | 98,391 | -4,320 | -4.2% | -$12.36万 | 减仓 |
| RAMP | Liveramp Holdings Inc | $288.11万 | 0.11% | 76,544 | -8,113 | -9.6% | -$30.54万 | 减仓 |
| TSCO | Tractor Supply Co | $293.31万 | 0.11% | 92,789 | -4,095 | -4.2% | -$12.94万 | 减仓 |
| PYPL | Paypal Holdings Inc. | $295.55万 | 0.11% | 68,447 | -9,381 | -12.1% | -$40.51万 | 减仓 |
| IBKR | Interactive Brokers Group Inc | $297.55万 | 0.11% | 34,186 | 26,572 | 349.0% | $231.28万 | 加仓 |
| EME | Emcor Group Inc | $301.41万 | 0.12% | 3,632 | -458 | -11.2% | -$38.01万 | 减仓 |
| PFGC | Performance Food Group Co. | $308.52万 | 0.12% | 27,598 | -1,125 | -3.9% | -$12.58万 | 减仓 |
| TTWO | Take-Two Interactive Software Inc. | $315.17万 | 0.12% | 12,608 | -2,638 | -17.3% | -$65.94万 | 减仓 |
| WAB | Wabtec Corp | $323.09万 | 0.12% | 11,984 | -1,329 | -10.0% | -$35.83万 | 减仓 |
| LYV | Live Nation Entertainment, Inc. | $333.22万 | 0.13% | 18,198 | -579 | -3.1% | -$10.60万 | 减仓 |
| XYZ | Block Inc | $334.64万 | 0.13% | 44,031 | -5,215 | -10.6% | -$39.63万 | 减仓 |
| NDAQ | Nasdaq Inc | $339.72万 | 0.13% | 43,101 | -2,883 | -6.3% | -$22.72万 | 减仓 |
| SYY | Sysco Corporation | $342.50万 | 0.13% | 40,979 | -12,235 | -23.0% | -$102.26万 | 减仓 |
| CMG | Chipotle Mexican Grill Inc | $346.94万 | 0.13% | 102,041 | -26,298 | -20.5% | -$89.41万 | 减仓 |
| CVNA | Carvana Co | $347.27万 | 0.13% | 52,760 | 39,579 | 300.3% | $260.51万 | 重新持有 |
| WING | Wingstop Inc | $355.28万 | 0.14% | 20,488 | -2,183 | -9.6% | -$37.86万 | 减仓 |
| EBAY | eBay Inc. | $357.09万 | 0.14% | 31,954 | -9,586 | -23.1% | -$107.12万 | 减仓 |
| IDXX | IDEXX Laboratories Inc. | $363.51万 | 0.14% | 6,905 | -917 | -11.7% | -$48.27万 | 减仓 |
| ODFL | Old Dominion Freight Line Inc. | $370.00万 | 0.14% | 17,082 | -1,171 | -6.4% | -$25.36万 | 减仓 |
| AZO | Autozone, Inc. | $405.88万 | 0.16% | 1,270 | -239 | -15.8% | -$76.38万 | 减仓 |
| BR | Broadridge Financial Solutions Inc. | $411.07万 | 0.16% | 30,016 | -1,209 | -3.9% | -$16.56万 | 减仓 |
| TFC | Truist Financial Corp. | $433.20万 | 0.17% | 86,954 | -14,506 | -14.3% | -$72.27万 | 减仓 |
| GWRE | Guidewire Software Inc | $444.03万 | 0.17% | 36,085 | 5,568 | 18.2% | $68.51万 | 加仓 |
| BRO | Brown & Brown Inc | $450.22万 | 0.17% | 70,183 | -2,858 | -3.9% | -$18.33万 | 减仓 |
| SITE | Siteone Landscape Supply Inc | $451.31万 | 0.17% | 39,447 | 47 | 0.1% | $5,377 | 加仓 |
| TYL | Tyler Technologies Inc. | $454.07万 | 0.18% | 15,526 | 3,527 | 29.4% | $103.15万 | 加仓 |
| RKLB | Rocket Lab Corp. | $473.54万 | 0.18% | 46,585 | -6,531 | -12.3% | -$66.39万 | 减仓 |
| ICLR | Icon PLC | $481.84万 | 0.19% | 27,738 | -1,200 | -4.1% | -$20.85万 | 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 |
| PEN | Penumbra Inc. | $483.10万 | 0.19% | 15,300 | -1,902 | -11.1% | -$60.06万 | 减仓 |
| MDB | MongoDB Inc. | $504.92万 | 0.19% | 15,032 | 2,086 | 16.1% | $70.07万 | 加仓 |
| TDG | Transdigm Group Inc. | $513.50万 | 0.20% | 3,855 | -671 | -14.8% | -$89.38万 | 减仓 |
| KMI | Kinder Morgan, Inc. | $514.36万 | 0.20% | 160,888 | -18,276 | -10.2% | -$58.43万 | 减仓 |
| INTU | Intuit Inc | $515.58万 | 0.20% | 19,754 | -3,722 | -15.9% | -$97.14万 | 减仓 |
| ICE | Intercontinental Exchange Inc | $522.28万 | 0.20% | 42,424 | -2,223 | -5.0% | -$27.37万 | 减仓 |
| MSI | Motorola Solutions Inc | $527.17万 | 0.20% | 12,694 | -2,795 | -18.0% | -$116.07万 | 减仓 |
| ADSK | Autodesk Inc | $533.41万 | 0.21% | 27,436 | -2,865 | -9.5% | -$55.70万 | 减仓 |
| ALAB | Astera Labs Inc | $539.68万 | 0.21% | 11,173 | 7,502 | 204.4% | $362.36万 | 加仓 |
| NKE | Nike, Inc. | $545.09万 | 0.21% | 132,786 | -8,879 | -6.3% | -$36.45万 | 减仓 |
| MPWR | Monolithic Power Systems Inc. | $547.00万 | 0.21% | 3,957 | 3,957 | — | $547.00万 | 新建仓 |
| CLBT | Cellebrite Di Ltd | $555.72万 | 0.21% | 380,630 | -16,734 | -4.2% | -$24.43万 | 减仓 |
| DASH | DoorDash Inc | $556.87万 | 0.21% | 30,178 | -6,636 | -18.0% | -$122.45万 | 减仓 |
| CNI | Canadian National Railway Company | $562.90万 | 0.22% | 47,207 | -2,060 | -4.2% | -$24.56万 | 减仓 |
| FIX | Comfort Systems USA Inc. | $568.42万 | 0.22% | 2,868 | -477 | -14.3% | -$94.54万 | 减仓 |
| COHR | Coherent Corp | $580.11万 | 0.22% | 14,706 | -2,900 | -16.5% | -$114.40万 | 减仓 |
| CTAS | Cintas Corporation | $582.68万 | 0.22% | 34,259 | -5,362 | -13.5% | -$91.20万 | 减仓 |
| ATEC | Alphatec Holdings Inc. | $585.45万 | 0.23% | 676,822 | -178,692 | -20.9% | -$154.57万 | 减仓 |
| NET | Cloudflare Inc | $590.27万 | 0.23% | 24,065 | -7,221 | -23.1% | -$177.12万 | 减仓 |
| ECL | Ecolab Inc. | $612.11万 | 0.24% | 21,970 | -2,901 | -11.7% | -$80.82万 | 减仓 |
| WM | Waste Management, Inc. | $613.54万 | 0.24% | 27,528 | -3,969 | -12.6% | -$88.46万 | 减仓 |
| CME | CME Group Inc. | $620.36万 | 0.24% | 28,092 | -1,255 | -4.3% | -$27.71万 | 减仓 |
| WST | West Pharmaceutical Services Incorporated | $623.65万 | 0.24% | 17,372 | -702 | -3.9% | -$25.20万 | 减仓 |
| MCK | Mckesson Corp. | $626.92万 | 0.24% | 8,297 | -1,662 | -16.7% | -$125.58万 | 减仓 |
| FDX | FedEx Corporation | $642.86万 | 0.25% | 20,530 | -2,260 | -9.9% | -$70.77万 | 减仓 |
| SNOW | Snowflake Inc | $643.50万 | 0.25% | 25,285 | -7,586 | -23.1% | -$193.06万 | 减仓 |
| SHW | The Sherwin-Williams Company | $646.19万 | 0.25% | 18,767 | -3,198 | -14.6% | -$110.11万 | 减仓 |
| CEG | Constellation Energy Corp. | $672.78万 | 0.26% | 27,088 | -3,104 | -10.3% | -$77.09万 | 减仓 |
| TOST | Toast Inc | $688.56万 | 0.27% | 247,505 | -25,747 | -9.4% | -$71.63万 | 减仓 |
| MELI | Mercadolibre Inc | $695.59万 | 0.27% | 4,098 | -180 | -4.2% | -$30.55万 | 减仓 |
| ABNB | Airbnb Inc | $699.83万 | 0.27% | 48,905 | -9,906 | -16.8% | -$141.75万 | 减仓 |
| CMI | Cummins Inc. | $704.51万 | 0.27% | 9,878 | -1,547 | -13.5% | -$110.33万 | 减仓 |
| — | Close Brothers Group PLC | $709.65万 | 0.27% | 1,320,323 | -177,736 | -11.9% | -$95.53万 | 减仓 |
| QXO | QXO Inc | $716.09万 | 0.28% | 414,402 | -12,147 | -2.8% | -$20.99万 | 减仓 |
| MAR | Marriott International, Inc. | $720.28万 | 0.28% | 19,436 | -1,620 | -7.7% | -$60.04万 | 减仓 |
| MNST | Monster Beverage Corp | $731.61万 | 0.28% | 76,114 | -14,544 | -16.0% | -$139.80万 | 减仓 |
| ADBE | Adobe Inc | $737.91万 | 0.28% | 35,992 | -4,616 | -11.4% | -$94.64万 | 减仓 |
| HCA | HCA Healthcare Inc | $739.78万 | 0.29% | 18,974 | -3,997 | -17.4% | -$155.84万 | 减仓 |
| YUMC | Yum China Holdings Inc. | $749.48万 | 0.29% | 183,381 | -8,060 | -4.2% | -$32.94万 | 减仓 |
| BAM | Brookfield Asset Management Ltd | $758.90万 | 0.29% | 169,208 | -7,440 | -4.2% | -$33.37万 | 减仓 |
| GXO | GXO Logistics Inc. | $805.96万 | 0.31% | 158,967 | -9,495 | -5.6% | -$48.14万 | 减仓 |
| HWM | Howmet Aerospace Inc | $808.62万 | 0.31% | 30,076 | -2,987 | -9.0% | -$80.31万 | 减仓 |
| SBAC | SBA Communications Corp. | $832.93万 | 0.32% | 47,202 | -1,982 | -4.0% | -$34.97万 | 减仓 |