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 |
|---|---|---|---|---|---|---|---|---|
| SNPS | Synopsys Inc | $0 | 0.00% | 0 | -16,714 | -100.0% | -$662.68万 | 清仓 |
| — | Kerry Group PLC | $0 | 0.00% | 0 | -17,305 | -100.0% | -$136.82万 | 清仓 |
| ASTS | AST SpaceMobile Inc. | $0 | 0.00% | 0 | -5,806 | -100.0% | -$48.11万 | 清仓 |
| ROKU | Roku Inc | $0 | 0.00% | 0 | -4,116 | -100.0% | -$38.95万 | 清仓 |
| MTCH | Match Group Inc | $0 | 0.00% | 0 | -7,846 | -100.0% | -$24.10万 | 清仓 |
| Z | Zillow Group Inc | $0 | 0.00% | 0 | -5,219 | -100.0% | -$21.60万 | 清仓 |
| IOVA | Iovance Biotherapeutics Inc | $0 | 0.00% | 0 | -11,845 | -100.0% | -$4.16万 | 清仓 |
| UAA | Under Armour, Inc. | $9.11万 | 0.00% | 14,258 | -754 | -5.0% | -$4,818 | 减仓 |
| CGNX | Cognex Corp | $20.23万 | 0.01% | 2,794 | 2,794 | — | $20.23万 | 新建仓 |
| GMED | Globus Med Inc | $20.65万 | 0.01% | 2,614 | -23 | -0.9% | -$1,817 | 减仓 |
| BMRN | Biomarin Pharmaceutical Inc. | $21.73万 | 0.01% | 3,797 | -155 | -3.9% | -$8,869 | 减仓 |
| ZBRA | Zebra Technologies Corporation | $21.75万 | 0.01% | 826 | 0 | 0.0% | — | 重新持有 |
| URBN | Urban Outfitters Inc. | $22.47万 | 0.01% | 3,171 | 3,171 | — | $22.47万 | 新建仓 |
| CHWY | Chewy Inc | $22.62万 | 0.01% | 11,510 | 115 | 1.0% | $2,260 | 加仓 |
| MKC | McCormick & Company, Incorporated | $22.91万 | 0.01% | 4,543 | 106 | 2.4% | $5,345 | 加仓 |
| VRRM | Verra Mobility Corporation | $23.50万 | 0.01% | 55,297 | -64,495 | -53.8% | -$27.41万 | 减仓 |
| FPS | Forgent Power Solutions Inc. | $23.82万 | 0.01% | 4,264 | 4,264 | — | $23.82万 | 新建仓 |
| RBRK | Rubrik Inc. | $23.86万 | 0.01% | 2,972 | -100 | -3.3% | -$8,028 | 重新持有 |
| JKHY | Henry Jack & Associates Inc. | $24.68万 | 0.01% | 1,792 | -199 | -10.0% | -$2.74万 | 减仓 |
| SSNC | SS&C Technologies Holdings Inc. | $24.81万 | 0.01% | 3,998 | -35 | -0.9% | -$2,172 | 减仓 |
| MANH | Manhattan Associates Inc | $25.04万 | 0.01% | 1,798 | 25 | 1.4% | $3,481 | 加仓 |
| CRUS | Cirrus Logic, Inc. | $25.28万 | 0.01% | 1,702 | 207 | 13.8% | $3.07万 | 加仓 |
| TTC | The Toro Company | $25.56万 | 0.01% | 2,624 | -274 | -9.5% | -$2.67万 | 减仓 |
| CNA | CNA Financial Corporation | $26.20万 | 0.01% | 5,389 | -119 | -2.2% | -$5,785 | 减仓 |
| BA | Boeing Co. | $27.06万 | 0.01% | 1,250 | 1,250 | — | $27.06万 | 新建仓 |
| SOLV | Solventum Corp. | $27.42万 | 0.01% | 3,554 | -934 | -20.8% | -$7.21万 | 重新持有 |
| FIG | Figma Inc. | $28.25万 | 0.01% | 15,616 | 629 | 4.2% | $1.14万 | 加仓 |
| TTD | The Trade Desk Inc | $28.36万 | 0.01% | 15,686 | 1,603 | 11.4% | $2.90万 | 加仓 |
| PODD | Insulet Corporation | $28.73万 | 0.01% | 1,887 | -364 | -16.2% | -$5.54万 | 减仓 |
| LMT | Lockheed Martin Corporation | $28.73万 | 0.01% | 564 | 564 | — | $28.73万 | 新建仓 |
| BBIO | Bridgebio Pharma Inc | $29.91万 | 0.01% | 4,016 | -25 | -0.6% | -$1,862 | 减仓 |
| IT | Gartner Inc. | $30.01万 | 0.01% | 2,315 | -2 | -0.1% | -$259 | 减仓 |
| H | Hyatt Hotels Corporation | $30.12万 | 0.01% | 1,554 | 7 | 0.5% | $1,357 | 加仓 |
| FIVE | Five Below Inc | $30.53万 | 0.01% | 1,698 | 141 | 9.1% | $2.54万 | 加仓 |
| CSGP | Costar Group Inc | $30.72万 | 0.01% | 10,847 | 3,759 | 53.0% | $10.65万 | 加仓 |
| BWA | BorgWarner Inc. | $30.74万 | 0.01% | 4,630 | 4,630 | — | $30.74万 | 新建仓 |
| DOCU | Docusign Inc | $30.96万 | 0.01% | 6,969 | 54 | 0.8% | $2,399 | 加仓 |
| INVH | Invitation Homes Inc. | $31.35万 | 0.01% | 10,377 | -909 | -8.1% | -$2.75万 | 减仓 |
| TXRH | Texas Roadhouse Inc | $31.73万 | 0.01% | 1,642 | -97 | -5.6% | -$1.87万 | 减仓 |
| TXT | Textron Inc. | $32.74万 | 0.01% | 3,569 | 135 | 3.9% | $1.24万 | 加仓 |
| VLTO | Veralto Corp. | $32.86万 | 0.01% | 3,705 | -246 | -6.2% | -$2.18万 | 减仓 |
| RBC | RBC Bearings Inc | $33.56万 | 0.01% | 521 | -2 | -0.4% | -$1,288 | 减仓 |
| GDDY | Godaddy Inc | $33.74万 | 0.01% | 3,975 | -88 | -2.2% | -$7,469 | 减仓 |
| IBM | International Business Machines Corp. | $34.93万 | 0.01% | 1,242 | 1,242 | — | $34.93万 | 新建仓 |
| GH | Guardant Health Inc | $34.96万 | 0.01% | 2,330 | -266 | -10.2% | -$3.99万 | 减仓 |
| W | Wayfair Inc | $35.09万 | 0.01% | 3,797 | 0 | 0.0% | — | 不变 |
| MOG/A | Moog Inc. | $35.26万 | 0.01% | 832 | 832 | — | $35.26万 | 新建仓 |
| SOFI | Sofi Technologies Inc | $35.30万 | 0.01% | 19,686 | -4,478 | -18.5% | -$8.03万 | 减仓 |
| RPM | RPM International Inc. | $35.37万 | 0.01% | 3,182 | -39 | -1.2% | -$4,335 | 减仓 |
| NYT | The New York Times Company | $35.89万 | 0.01% | 5,129 | 91 | 1.8% | $6,368 | 加仓 |
| MKL | Markel Group Inc | $37.11万 | 0.01% | 190 | -9 | -4.5% | -$1.76万 | 减仓 |
| INCY | Incyte Corporation. | $37.31万 | 0.01% | 3,291 | -2,205 | -40.1% | -$25.00万 | 减仓 |
| AXSM | Axsome Therapeutics Inc. | $37.96万 | 0.01% | 1,551 | 1,551 | — | $37.96万 | 新建仓 |
| CART | Maplebear Inc. | $38.63万 | 0.01% | 8,158 | -127 | -1.5% | -$6,013 | 减仓 |
| HAS | Hasbro Inc | $38.74万 | 0.01% | 4,691 | 72 | 1.6% | $5,946 | 加仓 |
| DGX | Quest Diagnostics Incorporated | $38.77万 | 0.01% | 1,829 | 74 | 4.2% | $1.57万 | 加仓 |
| OKTA | Okta Inc. | $39.39万 | 0.02% | 2,887 | -335 | -10.4% | -$4.57万 | 减仓 |
| ALGN | Align Technology Inc. | $39.94万 | 0.02% | 2,368 | 4 | 0.2% | $675 | 加仓 |
| NTNX | Nutanix Inc | $40.40万 | 0.02% | 7,928 | -314 | -3.8% | -$1.60万 | 减仓 |
| XPO | XPO Inc | $40.79万 | 0.02% | 1,987 | 177 | 9.8% | $3.63万 | 加仓 |
| MEDP | Medpace Holdings Inc. | $42.00万 | 0.02% | 793 | -100 | -11.2% | -$5.30万 | 减仓 |
| PINS | Pinterest Inc | $42.56万 | 0.02% | 20,237 | -2,320 | -10.3% | -$4.88万 | 减仓 |
| NBIX | Neurocrine Biosciences Inc | $42.81万 | 0.02% | 2,540 | 688 | 37.1% | $11.60万 | 加仓 |
| VEEV | Veeva Systems Inc | $42.91万 | 0.02% | 2,418 | -297 | -10.9% | -$5.27万 | 减仓 |
| CPRT | Copart Inc | $43.37万 | 0.02% | 15,386 | -98 | -0.6% | -$2,763 | 减仓 |
| GEHC | GE Healthcare Technologies Inc. | $44.08万 | 0.02% | 6,886 | -30,366 | -81.5% | -$194.37万 | 减仓 |
| FSLR | First Solar Inc | $44.86万 | 0.02% | 1,901 | -44 | -2.3% | -$1.04万 | 减仓 |
| WCC | Wesco International, Inc. | $45.84万 | 0.02% | 1,327 | 44 | 3.4% | $1.52万 | 加仓 |
| CBOE | Cboe Global Markets Inc | $46.37万 | 0.02% | 1,911 | 237 | 14.2% | $5.75万 | 加仓 |
| MRNA | Moderna Inc | $47.07万 | 0.02% | 6,721 | 194 | 3.0% | $1.36万 | 加仓 |
| EXEL | Exelixis, Inc. | $47.38万 | 0.02% | 8,708 | -624 | -6.7% | -$3.40万 | 减仓 |
| ILMN | Illumina Inc | $48.62万 | 0.02% | 2,765 | -246 | -8.2% | -$4.33万 | 减仓 |
| NVR | NVR Inc | $49.06万 | 0.02% | 72 | -7 | -8.9% | -$4.77万 | 减仓 |
| ZM | Zoom Communications Inc. | $50.11万 | 0.02% | 5,806 | 288 | 5.2% | $2.49万 | 加仓 |
| STRL | Sterling Infrastructure Inc | $51.70万 | 0.02% | 616 | 49 | 8.6% | $4.11万 | 加仓 |
| RTX | RTX Corp. | $52.76万 | 0.02% | 2,781 | 2,781 | — | $52.76万 | 新建仓 |
| IOT | Samsara Inc | $53.30万 | 0.02% | 16,434 | -957 | -5.5% | -$3.10万 | 减仓 |
| TWLO | Twilio Inc | $56.02万 | 0.02% | 2,715 | -349 | -11.4% | -$7.20万 | 减仓 |
| MTZ | Mastec, Inc. | $58.33万 | 0.02% | 1,402 | -41 | -2.8% | -$1.71万 | 减仓 |
| CTSH | Cognizant Technology Solutions Corp. | $58.97万 | 0.02% | 15,227 | 1,778 | 13.2% | $6.89万 | 加仓 |
| ROL | Rollins Inc | $63.27万 | 0.02% | 15,157 | 796 | 5.5% | $3.32万 | 加仓 |
| RDDT | Reddit Inc | $63.89万 | 0.02% | 3,681 | -200 | -5.2% | -$3.47万 | 减仓 |
| BIIB | Biogen Inc | $64.34万 | 0.02% | 2,978 | 59 | 2.0% | $1.27万 | 加仓 |
| EQT | EQT Corporation | $66.04万 | 0.03% | 12,421 | -40,388 | -76.5% | -$214.74万 | 减仓 |
| RMD | ResMed Inc. | $70.45万 | 0.03% | 3,615 | -9,665 | -72.8% | -$188.35万 | 减仓 |
| ULTA | Ulta Beauty Inc | $74.14万 | 0.03% | 1,644 | 142 | 9.5% | $6.40万 | 加仓 |
| XOM | Exxon Mobil Corp. | $75.65万 | 0.03% | 5,533 | 5,533 | — | $75.65万 | 新建仓 |
| ADMA | Adma Biologics Inc | $76.20万 | 0.03% | 91,041 | -9,653 | -9.6% | -$8.08万 | 减仓 |
| WSM | Williams-Sonoma Inc. | $81.86万 | 0.03% | 3,512 | -347 | -9.0% | -$8.09万 | 减仓 |
| CASY | Casey'S General Stores Inc. | $83.45万 | 0.03% | 1,050 | 115 | 12.3% | $9.14万 | 加仓 |
| CPNG | Coupang Inc. | $86.68万 | 0.03% | 49,904 | -100,792 | -66.9% | -$175.08万 | 减仓 |
| FICO | Fair Isaac Corporation | $92.60万 | 0.04% | 775 | -12 | -1.5% | -$1.43万 | 减仓 |
| WDAY | Workday Inc | $93.01万 | 0.04% | 7,598 | -16,831 | -68.9% | -$206.05万 | 减仓 |
| MNDY | Monday.Com Limited | $115.34万 | 0.04% | 15,933 | -5,228 | -24.7% | -$37.85万 | 减仓 |
| TOWN | TowneBank (Portsmouth Virginia) | $121.15万 | 0.05% | 33,431 | 5,337 | 19.0% | $19.34万 | 加仓 |
| EMN | Eastman Chemical Company | $122.70万 | 0.05% | 18,319 | -1,939 | -9.6% | -$12.99万 | 减仓 |
| LLY | Eli Lilly & Co. | $132.06万 | 0.05% | 1,101 | 1,101 | — | $132.06万 | 新建仓 |
| NOG | Northern Oil And Gas, Inc. | $142.95万 | 0.06% | 78,761 | 24,364 | 44.8% | $44.22万 | 加仓 |
| MORN | Morningstar Inc | $146.24万 | 0.06% | 9,373 | -378 | -3.9% | -$5.90万 | 减仓 |
| STAG | STAG Industrial, Inc. | $147.62万 | 0.06% | 38,787 | -3,880 | -9.1% | -$14.77万 | 减仓 |