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 |
|---|---|---|---|---|---|---|---|---|
| GWRE | Guidewire Software Inc | $456.41万 | 0.20% | 30,517 | -1,758 | -5.4% | -$26.29万 | 减仓 |
| WST | West Pharmaceutical Services Incorporated | $453.01万 | 0.19% | 18,074 | -1,092 | -5.7% | -$27.37万 | 减仓 |
| IDXX | IDEXX Laboratories Inc. | $439.51万 | 0.19% | 7,822 | -840 | -9.7% | -$47.20万 | 减仓 |
| TSCO | Tractor Supply Co | $438.88万 | 0.19% | 96,884 | -5,257 | -5.1% | -$23.81万 | 减仓 |
| COHR | Coherent Corp | $419.39万 | 0.18% | 17,606 | 15,066 | 593.1% | $358.89万 | 加仓 |
| TYL | Tyler Technologies Inc. | $410.82万 | 0.18% | 11,999 | -673 | -5.3% | -$23.04万 | 减仓 |
| CMG | Chipotle Mexican Grill Inc | $410.81万 | 0.18% | 128,339 | -13,467 | -9.5% | -$43.11万 | 减仓 |
| UI | Ubiquiti Inc | $407.24万 | 0.18% | 5,153 | 4,176 | 427.4% | $330.03万 | 加仓 |
| NDAQ | Nasdaq Inc | $390.36万 | 0.17% | 45,984 | -7,131 | -13.4% | -$60.54万 | 减仓 |
| SYY | Sysco Corporation | $379.58万 | 0.16% | 53,214 | 39,371 | 284.4% | $280.83万 | 加仓 |
| EBAY | eBay Inc. | $378.10万 | 0.16% | 41,540 | -5,925 | -12.5% | -$53.93万 | 减仓 |
| ODFL | Old Dominion Freight Line Inc. | $356.66万 | 0.15% | 18,253 | -3,486 | -16.0% | -$68.12万 | 减仓 |
| PYPL | Paypal Holdings Inc. | $352.02万 | 0.15% | 77,828 | -10,907 | -12.3% | -$49.33万 | 减仓 |
| WING | Wingstop Inc | $351.33万 | 0.15% | 22,671 | 3,350 | 17.3% | $51.91万 | 加仓 |
| ALNY | Alnylam Pharmaceuticals Inc. | $347.15万 | 0.15% | 10,492 | -2,034 | -16.2% | -$67.30万 | 减仓 |
| RKLB | Rocket Lab Corp. | $341.11万 | 0.15% | 53,116 | 2,805 | 5.6% | $18.01万 | 加仓 |
| EQT | EQT Corporation | $336.08万 | 0.14% | 52,809 | 41,734 | 376.8% | $265.60万 | 加仓 |
| RBLX | Roblox Corporation | $335.73万 | 0.14% | 59,359 | -6,417 | -9.8% | -$36.29万 | 减仓 |
| WAB | Wabtec Corp | $332.71万 | 0.14% | 13,313 | 10,604 | 391.4% | $265.00万 | 加仓 |
| RKT | Rocket Companies Inc | $325.16万 | 0.14% | 228,181 | -34,355 | -13.1% | -$48.96万 | 减仓 |
| RTO | Rentokil Initial PLC | $323.33万 | 0.14% | 102,711 | -4,752 | -4.4% | -$14.96万 | 减仓 |
| ICLR | Icon PLC | $320.23万 | 0.14% | 28,938 | -34,404 | -54.3% | -$380.71万 | 减仓 |
| WDAY | Workday Inc | $317.38万 | 0.14% | 24,429 | -2,913 | -10.7% | -$37.85万 | 减仓 |
| MDB | MongoDB Inc. | $316.88万 | 0.14% | 12,946 | 4,026 | 45.1% | $98.54万 | 加仓 |
| HUBS | Hubspot Inc | $314.77万 | 0.14% | 12,895 | 3,326 | 34.8% | $81.19万 | 加仓 |
| EME | Emcor Group Inc | $301.97万 | 0.13% | 4,090 | 2,872 | 235.8% | $212.04万 | 加仓 |
| TTWO | Take-Two Interactive Software Inc. | $301.11万 | 0.13% | 15,246 | -2,055 | -11.9% | -$40.59万 | 减仓 |
| RMD | ResMed Inc. | $298.11万 | 0.13% | 13,280 | -1,899 | -12.5% | -$42.63万 | 减仓 |
| XYZ | Block Inc | $296.36万 | 0.13% | 49,246 | -7,286 | -12.9% | -$43.85万 | 减仓 |
| LYV | Live Nation Entertainment, Inc. | $286.37万 | 0.12% | 18,777 | 14,986 | 395.3% | $228.55万 | 加仓 |
| CPNG | Coupang Inc. | $284.51万 | 0.12% | 150,696 | -19,193 | -11.3% | -$36.24万 | 减仓 |
| RELX | Relx PLC | $283.76万 | 0.12% | 85,600 | 85,600 | — | $283.76万 | 新建仓 |
| CCI | Crown Castle Inc. | $283.53万 | 0.12% | 34,870 | 34,870 | — | $283.53万 | 新建仓 |
| HEI | Heico Corp | $267.62万 | 0.12% | 9,760 | 7,845 | 409.7% | $215.11万 | 加仓 |
| GEHC | GE Healthcare Technologies Inc. | $265.16万 | 0.11% | 37,252 | -5,118 | -12.1% | -$36.43万 | 减仓 |
| QTWO | Q2 Holdings Inc | $256.47万 | 0.11% | 54,221 | 25,965 | 91.9% | $122.81万 | 加仓 |
| PFGC | Performance Food Group Co. | $246.04万 | 0.11% | 28,723 | -1,747 | -5.7% | -$14.96万 | 减仓 |
| ALRM | Alarm.com Holdings Inc. | $239.04万 | 0.10% | 55,347 | -65,588 | -54.2% | -$283.27万 | 减仓 |
| HXL | Hexcel Corporation | $238.37万 | 0.10% | 29,454 | -5,637 | -16.1% | -$45.62万 | 减仓 |
| RAMP | Liveramp Holdings Inc | $224.51万 | 0.10% | 84,657 | 14,295 | 20.3% | $37.91万 | 加仓 |
| COO | The Cooper Companies, Inc. | $221.95万 | 0.10% | 31,042 | -1,887 | -5.7% | -$13.49万 | 减仓 |
| EVLV | Evolv Technologies Holdings Inc. | $218.78万 | 0.09% | 361,627 | 21,695 | 6.4% | $13.13万 | 加仓 |
| IPGP | IPG Photonics Corp | $206.61万 | 0.09% | 18,030 | -4,442 | -19.8% | -$50.90万 | 减仓 |
| DRS | Leonardo DRS Inc | $192.72万 | 0.08% | 43,289 | -2,965 | -6.4% | -$13.20万 | 减仓 |
| HRI | Herc Holdings Inc | $188.95万 | 0.08% | 18,980 | -1,300 | -6.4% | -$12.94万 | 减仓 |
| FTDR | Frontdoor Inc | $188.00万 | 0.08% | 35,566 | -2,435 | -6.4% | -$12.87万 | 减仓 |
| LOB | Live Oak Bancshares Inc | $184.85万 | 0.08% | 55,896 | -12,239 | -18.0% | -$40.47万 | 减仓 |
| UFPT | UFP Technologies Inc. | $176.74万 | 0.08% | 9,129 | -625 | -6.4% | -$12.10万 | 减仓 |
| ADC | Agree Realty Corp | $172.02万 | 0.07% | 22,820 | -1,560 | -6.4% | -$11.76万 | 减仓 |
| VRRM | Verra Mobility Corporation | $171.18万 | 0.07% | 119,792 | 11,761 | 10.9% | $16.81万 | 加仓 |
| MORN | Morningstar Inc | $164.84万 | 0.07% | 9,751 | -588 | -5.7% | -$9.94万 | 减仓 |
| RARE | Ultragenyx Pharmaceuticals Inc | $163.71万 | 0.07% | 78,141 | 5,693 | 7.9% | $11.93万 | 加仓 |
| GSHD | Goosehead Insurance Inc | $159.43万 | 0.07% | 37,372 | -75,585 | -66.9% | -$322.45万 | 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 |
| EMN | Eastman Chemical Company | $154.61万 | 0.07% | 20,258 | -11,669 | -36.5% | -$89.06万 | 减仓 |
| STAG | STAG Industrial, Inc. | $153.86万 | 0.07% | 42,667 | -2,555 | -5.6% | -$9.21万 | 减仓 |
| MNDY | Monday.Com Limited | $146.24万 | 0.06% | 21,161 | 9,400 | 79.9% | $64.96万 | 加仓 |
| UCTT | Ultra Clean Holdings Inc | $145.50万 | 0.06% | 23,400 | 23,400 | — | $145.50万 | 新建仓 |
| SITM | Sitime Corporation | $138.17万 | 0.06% | 4,001 | -3,791 | -48.7% | -$130.92万 | 减仓 |
| — | Kerry Group PLC | $136.82万 | 0.06% | 17,305 | -792 | -4.4% | -$6.26万 | 减仓 |
| NCNO | Ncino Inc. | $129.27万 | 0.06% | 86,298 | 48,703 | 129.5% | $72.96万 | 加仓 |
| TOWN | TowneBank (Portsmouth Virginia) | $94.59万 | 0.04% | 28,094 | 28,094 | — | $94.59万 | 新建仓 |
| ADMA | Adma Biologics Inc | $90.73万 | 0.04% | 100,694 | -6,895 | -6.4% | -$6.21万 | 减仓 |
| FICO | Fair Isaac Corporation | $84.02万 | 0.04% | 787 | -1,857 | -70.2% | -$198.24万 | 减仓 |
| CTSH | Cognizant Technology Solutions Corp. | $82.51万 | 0.04% | 13,449 | -37,245 | -73.5% | -$228.50万 | 减仓 |
| WRBY | Warby Parker Inc | $78.91万 | 0.03% | 37,451 | -2,069 | -5.2% | -$4.36万 | 减仓 |
| ULTA | Ulta Beauty Inc | $78.51万 | 0.03% | 1,502 | 46 | 3.2% | $2.40万 | 加仓 |
| ROL | Rollins Inc | $76.70万 | 0.03% | 14,361 | -741 | -4.9% | -$3.96万 | 减仓 |
| WSM | Williams-Sonoma Inc. | $70.36万 | 0.03% | 3,859 | 104 | 2.8% | $1.90万 | 加仓 |
| CASY | Casey'S General Stores Inc. | $68.05万 | 0.03% | 935 | -66 | -6.6% | -$4.80万 | 减仓 |
| ZS | Zscaler Inc | $65.11万 | 0.03% | 4,641 | -10,292 | -68.9% | -$144.39万 | 减仓 |
| IOT | Samsara Inc | $55.11万 | 0.02% | 17,391 | 1,295 | 8.0% | $4.10万 | 加仓 |
| BIIB | Biogen Inc | $53.51万 | 0.02% | 2,919 | 378 | 14.9% | $6.93万 | 加仓 |
| RDDT | Reddit Inc | $52.26万 | 0.02% | 3,881 | -13,916 | -78.2% | -$187.38万 | 减仓 |
| NVR | NVR Inc | $52.06万 | 0.02% | 79 | 30 | 61.2% | $19.77万 | 加仓 |
| INCY | Incyte Corporation. | $51.73万 | 0.02% | 5,496 | 5,496 | — | $51.73万 | 新建仓 |
| CPRT | Copart Inc | $51.41万 | 0.02% | 15,484 | -74,553 | -82.8% | -$247.52万 | 减仓 |
| IBKR | Interactive Brokers Group Inc | $51.07万 | 0.02% | 7,614 | 488 | 6.8% | $3.27万 | 加仓 |
| ASTS | AST SpaceMobile Inc. | $48.11万 | 0.02% | 5,806 | 1,380 | 31.2% | $11.44万 | 加仓 |
| VEEV | Veeva Systems Inc | $47.69万 | 0.02% | 2,715 | -12,570 | -82.2% | -$220.80万 | 减仓 |
| PODD | Insulet Corporation | $47.23万 | 0.02% | 2,251 | 249 | 12.4% | $5.23万 | 加仓 |
| CBOE | Cboe Global Markets Inc | $47.05万 | 0.02% | 1,674 | 8 | 0.5% | $2,249 | 加仓 |
| MTZ | Mastec, Inc. | $46.43万 | 0.02% | 1,443 | 132 | 10.1% | $4.25万 | 加仓 |
| ZM | Zoom Communications Inc. | $44.36万 | 0.02% | 5,518 | -22,391 | -80.2% | -$180.00万 | 减仓 |
| HAS | Hasbro Inc | $43.23万 | 0.02% | 4,619 | 557 | 13.7% | $5.21万 | 加仓 |
| MEDP | Medpace Holdings Inc. | $42.88万 | 0.02% | 893 | 27 | 3.1% | $1.30万 | 加仓 |
| NYT | The New York Times Company | $42.18万 | 0.02% | 5,038 | 147 | 3.0% | $1.23万 | 加仓 |
| PINS | Pinterest Inc | $41.37万 | 0.02% | 22,557 | 229 | 1.0% | $4,200 | 加仓 |
| ALGN | Align Technology Inc. | $40.53万 | 0.02% | 2,364 | 418 | 21.5% | $7.17万 | 加仓 |
| ALAB | Astera Labs Inc | $40.23万 | 0.02% | 3,671 | 845 | 29.9% | $9.26万 | 加仓 |
| EXEL | Exelixis, Inc. | $40.02万 | 0.02% | 9,332 | 516 | 5.9% | $2.21万 | 加仓 |
| ROKU | Roku Inc | $38.95万 | 0.02% | 4,116 | 167 | 4.2% | $1.58万 | 加仓 |
| TWLO | Twilio Inc | $38.55万 | 0.02% | 3,064 | 389 | 14.5% | $4.89万 | 加仓 |
| SOFI | Sofi Technologies Inc | $38.37万 | 0.02% | 24,164 | 3,821 | 18.8% | $6.07万 | 加仓 |
| FSLR | First Solar Inc | $38.37万 | 0.02% | 1,945 | 158 | 8.8% | $3.12万 | 加仓 |
| MKL | Markel Group Inc | $38.09万 | 0.02% | 199 | -2 | -1.0% | -$3,828 | 减仓 |
| ILMN | Illumina Inc | $37.11万 | 0.02% | 3,011 | 363 | 13.7% | $4.47万 | 加仓 |
| IT | Gartner Inc. | $36.69万 | 0.02% | 2,317 | 134 | 6.1% | $2.12万 | 加仓 |
| FIVE | Five Below Inc | $35.57万 | 0.02% | 1,557 | 19 | 1.2% | $4,341 | 加仓 |
| XPO | XPO Inc | $35.21万 | 0.02% | 1,810 | -50 | -2.7% | -$9,728 | 减仓 |