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 |
|---|---|---|---|---|---|---|---|---|
| ICLR | Icon PLC | $481.84万 | 0.19% | 27,738 | -1,200 | -4.1% | -$20.85万 | 减仓 |
| RKLB | Rocket Lab Corp. | $473.54万 | 0.18% | 46,585 | -6,531 | -12.3% | -$66.39万 | 减仓 |
| TYL | Tyler Technologies Inc. | $454.07万 | 0.18% | 15,526 | 3,527 | 29.4% | $103.15万 | 加仓 |
| SITE | Siteone Landscape Supply Inc | $451.31万 | 0.17% | 39,447 | 47 | 0.1% | $5,377 | 加仓 |
| BRO | Brown & Brown Inc | $450.22万 | 0.17% | 70,183 | -2,858 | -3.9% | -$18.33万 | 减仓 |
| GWRE | Guidewire Software Inc | $444.03万 | 0.17% | 36,085 | 5,568 | 18.2% | $68.51万 | 加仓 |
| TFC | Truist Financial Corp. | $433.20万 | 0.17% | 86,954 | -14,506 | -14.3% | -$72.27万 | 减仓 |
| BR | Broadridge Financial Solutions Inc. | $411.07万 | 0.16% | 30,016 | -1,209 | -3.9% | -$16.56万 | 减仓 |
| AZO | Autozone, Inc. | $405.88万 | 0.16% | 1,270 | -239 | -15.8% | -$76.38万 | 减仓 |
| ODFL | Old Dominion Freight Line Inc. | $370.00万 | 0.14% | 17,082 | -1,171 | -6.4% | -$25.36万 | 减仓 |
| IDXX | IDEXX Laboratories Inc. | $363.51万 | 0.14% | 6,905 | -917 | -11.7% | -$48.27万 | 减仓 |
| EBAY | eBay Inc. | $357.09万 | 0.14% | 31,954 | -9,586 | -23.1% | -$107.12万 | 减仓 |
| WING | Wingstop Inc | $355.28万 | 0.14% | 20,488 | -2,183 | -9.6% | -$37.86万 | 减仓 |
| CVNA | Carvana Co | $347.27万 | 0.13% | 52,760 | 39,579 | 300.3% | $260.51万 | 重新持有 |
| CMG | Chipotle Mexican Grill Inc | $346.94万 | 0.13% | 102,041 | -26,298 | -20.5% | -$89.41万 | 减仓 |
| SYY | Sysco Corporation | $342.50万 | 0.13% | 40,979 | -12,235 | -23.0% | -$102.26万 | 减仓 |
| NDAQ | Nasdaq Inc | $339.72万 | 0.13% | 43,101 | -2,883 | -6.3% | -$22.72万 | 减仓 |
| XYZ | Block Inc | $334.64万 | 0.13% | 44,031 | -5,215 | -10.6% | -$39.63万 | 减仓 |
| LYV | Live Nation Entertainment, Inc. | $333.22万 | 0.13% | 18,198 | -579 | -3.1% | -$10.60万 | 减仓 |
| WAB | Wabtec Corp | $323.09万 | 0.12% | 11,984 | -1,329 | -10.0% | -$35.83万 | 减仓 |
| TTWO | Take-Two Interactive Software Inc. | $315.17万 | 0.12% | 12,608 | -2,638 | -17.3% | -$65.94万 | 减仓 |
| PFGC | Performance Food Group Co. | $308.52万 | 0.12% | 27,598 | -1,125 | -3.9% | -$12.58万 | 减仓 |
| EME | Emcor Group Inc | $301.41万 | 0.12% | 3,632 | -458 | -11.2% | -$38.01万 | 减仓 |
| IBKR | Interactive Brokers Group Inc | $297.55万 | 0.11% | 34,186 | 26,572 | 349.0% | $231.28万 | 加仓 |
| PYPL | Paypal Holdings Inc. | $295.55万 | 0.11% | 68,447 | -9,381 | -12.1% | -$40.51万 | 减仓 |
| TSCO | Tractor Supply Co | $293.31万 | 0.11% | 92,789 | -4,095 | -4.2% | -$12.94万 | 减仓 |
| RAMP | Liveramp Holdings Inc | $288.11万 | 0.11% | 76,544 | -8,113 | -9.6% | -$30.54万 | 减仓 |
| RTO | Rentokil Initial PLC | $281.50万 | 0.11% | 98,391 | -4,320 | -4.2% | -$12.36万 | 减仓 |
| HEI | Heico Corp | $280.82万 | 0.11% | 7,884 | -1,876 | -19.2% | -$66.82万 | 减仓 |
| SITM | Sitime Corporation | $276.30万 | 0.11% | 3,706 | -295 | -7.4% | -$21.99万 | 减仓 |
| ALNY | Alnylam Pharmaceuticals Inc. | $276.04万 | 0.11% | 9,170 | -1,322 | -12.6% | -$39.80万 | 减仓 |
| RKT | Rocket Companies Inc | $266.17万 | 0.10% | 168,994 | -59,187 | -25.9% | -$93.22万 | 减仓 |
| Q | Qnity Electronics Inc. | $263.21万 | 0.10% | 16,117 | 16,117 | — | $263.21万 | 新建仓 |
| CCI | Crown Castle Inc. | $262.84万 | 0.10% | 34,708 | -162 | -0.5% | -$1.23万 | 减仓 |
| RELX | Relx PLC | $259.69万 | 0.10% | 82,000 | -3,600 | -4.2% | -$11.40万 | 减仓 |
| UI | Ubiquiti Inc | $252.28万 | 0.10% | 4,724 | -429 | -8.3% | -$22.91万 | 减仓 |
| FTDR | Frontdoor Inc | $249.51万 | 0.10% | 32,157 | -3,409 | -9.6% | -$26.45万 | 减仓 |
| RBLX | Roblox Corporation | $246.22万 | 0.09% | 45,277 | -14,082 | -23.7% | -$76.58万 | 减仓 |
| HRI | Herc Holdings Inc | $245.97万 | 0.09% | 17,160 | -1,820 | -9.6% | -$26.09万 | 减仓 |
| ALRM | Alarm.com Holdings Inc. | $242.55万 | 0.09% | 51,916 | -3,431 | -6.2% | -$16.03万 | 减仓 |
| RARE | Ultragenyx Pharmaceuticals Inc | $235.90万 | 0.09% | 70,651 | -7,490 | -9.6% | -$25.01万 | 减仓 |
| QTWO | Q2 Holdings Inc | $235.56万 | 0.09% | 48,974 | -5,247 | -9.7% | -$25.24万 | 减仓 |
| UFPT | UFP Technologies Inc. | $218.84万 | 0.08% | 8,254 | -875 | -9.6% | -$23.20万 | 减仓 |
| COO | The Cooper Companies, Inc. | $213.89万 | 0.08% | 29,827 | -1,215 | -3.9% | -$8.71万 | 减仓 |
| HXL | Hexcel Corporation | $211.90万 | 0.08% | 21,177 | -8,277 | -28.1% | -$82.82万 | 减仓 |
| LOB | Live Oak Bancshares Inc | $206.41万 | 0.08% | 50,541 | -5,355 | -9.6% | -$21.87万 | 减仓 |
| EVLV | Evolv Technologies Holdings Inc. | $189.63万 | 0.07% | 326,956 | -34,671 | -9.6% | -$20.11万 | 减仓 |
| WRBY | Warby Parker Inc | $180.86万 | 0.07% | 59,612 | 22,161 | 59.2% | $67.24万 | 加仓 |
| HUBS | Hubspot Inc | $171.83万 | 0.07% | 9,415 | -3,480 | -27.0% | -$63.51万 | 减仓 |
| ADC | Agree Realty Corp | $170.31万 | 0.07% | 22,486 | -334 | -1.5% | -$2.53万 | 减仓 |
| DRS | Leonardo DRS Inc | $167.00万 | 0.06% | 39,138 | -4,151 | -9.6% | -$17.71万 | 减仓 |
| IPGP | IPG Photonics Corp | $165.63万 | 0.06% | 14,118 | -3,912 | -21.7% | -$45.90万 | 减仓 |
| GSHD | Goosehead Insurance Inc | $161.00万 | 0.06% | 33,196 | -4,176 | -11.2% | -$20.25万 | 减仓 |
| UCTT | Ultra Clean Holdings Inc | $160.96万 | 0.06% | 11,288 | -12,112 | -51.8% | -$172.71万 | 减仓 |
| NCNO | Ncino Inc. | $155.77万 | 0.06% | 95,273 | 8,975 | 10.4% | $14.67万 | 加仓 |
| ZS | Zscaler Inc | $153.29万 | 0.06% | 10,860 | 6,219 | 134.0% | $87.78万 | 加仓 |
| STAG | STAG Industrial, Inc. | $147.62万 | 0.06% | 38,787 | -3,880 | -9.1% | -$14.77万 | 减仓 |
| MORN | Morningstar Inc | $146.24万 | 0.06% | 9,373 | -378 | -3.9% | -$5.90万 | 减仓 |
| NOG | Northern Oil And Gas, Inc. | $142.95万 | 0.06% | 78,761 | 24,364 | 44.8% | $44.22万 | 加仓 |
| LLY | Eli Lilly & Co. | $132.06万 | 0.05% | 1,101 | 1,101 | — | $132.06万 | 新建仓 |
| EMN | Eastman Chemical Company | $122.70万 | 0.05% | 18,319 | -1,939 | -9.6% | -$12.99万 | 减仓 |
| TOWN | TowneBank (Portsmouth Virginia) | $121.15万 | 0.05% | 33,431 | 5,337 | 19.0% | $19.34万 | 加仓 |
| MNDY | Monday.Com Limited | $115.34万 | 0.04% | 15,933 | -5,228 | -24.7% | -$37.85万 | 减仓 |
| WDAY | Workday Inc | $93.01万 | 0.04% | 7,598 | -16,831 | -68.9% | -$206.05万 | 减仓 |
| FICO | Fair Isaac Corporation | $92.60万 | 0.04% | 775 | -12 | -1.5% | -$1.43万 | 减仓 |
| CPNG | Coupang Inc. | $86.68万 | 0.03% | 49,904 | -100,792 | -66.9% | -$175.08万 | 减仓 |
| CASY | Casey'S General Stores Inc. | $83.45万 | 0.03% | 1,050 | 115 | 12.3% | $9.14万 | 加仓 |
| WSM | Williams-Sonoma Inc. | $81.86万 | 0.03% | 3,512 | -347 | -9.0% | -$8.09万 | 减仓 |
| ADMA | Adma Biologics Inc | $76.20万 | 0.03% | 91,041 | -9,653 | -9.6% | -$8.08万 | 减仓 |
| XOM | Exxon Mobil Corp. | $75.65万 | 0.03% | 5,533 | 5,533 | — | $75.65万 | 新建仓 |
| ULTA | Ulta Beauty Inc | $74.14万 | 0.03% | 1,644 | 142 | 9.5% | $6.40万 | 加仓 |
| RMD | ResMed Inc. | $70.45万 | 0.03% | 3,615 | -9,665 | -72.8% | -$188.35万 | 减仓 |
| EQT | EQT Corporation | $66.04万 | 0.03% | 12,421 | -40,388 | -76.5% | -$214.74万 | 减仓 |
| BIIB | Biogen Inc | $64.34万 | 0.02% | 2,978 | 59 | 2.0% | $1.27万 | 加仓 |
| RDDT | Reddit Inc | $63.89万 | 0.02% | 3,681 | -200 | -5.2% | -$3.47万 | 减仓 |
| ROL | Rollins Inc | $63.27万 | 0.02% | 15,157 | 796 | 5.5% | $3.32万 | 加仓 |
| CTSH | Cognizant Technology Solutions Corp. | $58.97万 | 0.02% | 15,227 | 1,778 | 13.2% | $6.89万 | 加仓 |
| MTZ | Mastec, Inc. | $58.33万 | 0.02% | 1,402 | -41 | -2.8% | -$1.71万 | 减仓 |
| TWLO | Twilio Inc | $56.02万 | 0.02% | 2,715 | -349 | -11.4% | -$7.20万 | 减仓 |
| IOT | Samsara Inc | $53.30万 | 0.02% | 16,434 | -957 | -5.5% | -$3.10万 | 减仓 |
| RTX | RTX Corp. | $52.76万 | 0.02% | 2,781 | 2,781 | — | $52.76万 | 新建仓 |
| STRL | Sterling Infrastructure Inc | $51.70万 | 0.02% | 616 | 49 | 8.6% | $4.11万 | 加仓 |
| ZM | Zoom Communications Inc. | $50.11万 | 0.02% | 5,806 | 288 | 5.2% | $2.49万 | 加仓 |
| NVR | NVR Inc | $49.06万 | 0.02% | 72 | -7 | -8.9% | -$4.77万 | 减仓 |
| ILMN | Illumina Inc | $48.62万 | 0.02% | 2,765 | -246 | -8.2% | -$4.33万 | 减仓 |
| EXEL | Exelixis, Inc. | $47.38万 | 0.02% | 8,708 | -624 | -6.7% | -$3.40万 | 减仓 |
| MRNA | Moderna Inc | $47.07万 | 0.02% | 6,721 | 194 | 3.0% | $1.36万 | 加仓 |
| CBOE | Cboe Global Markets Inc | $46.37万 | 0.02% | 1,911 | 237 | 14.2% | $5.75万 | 加仓 |
| WCC | Wesco International, Inc. | $45.84万 | 0.02% | 1,327 | 44 | 3.4% | $1.52万 | 加仓 |
| FSLR | First Solar Inc | $44.86万 | 0.02% | 1,901 | -44 | -2.3% | -$1.04万 | 减仓 |
| GEHC | GE Healthcare Technologies Inc. | $44.08万 | 0.02% | 6,886 | -30,366 | -81.5% | -$194.37万 | 减仓 |
| CPRT | Copart Inc | $43.37万 | 0.02% | 15,386 | -98 | -0.6% | -$2,763 | 减仓 |
| VEEV | Veeva Systems Inc | $42.91万 | 0.02% | 2,418 | -297 | -10.9% | -$5.27万 | 减仓 |
| NBIX | Neurocrine Biosciences Inc | $42.81万 | 0.02% | 2,540 | 688 | 37.1% | $11.60万 | 加仓 |
| PINS | Pinterest Inc | $42.56万 | 0.02% | 20,237 | -2,320 | -10.3% | -$4.88万 | 减仓 |
| MEDP | Medpace Holdings Inc. | $42.00万 | 0.02% | 793 | -100 | -11.2% | -$5.30万 | 减仓 |
| XPO | XPO Inc | $40.79万 | 0.02% | 1,987 | 177 | 9.8% | $3.63万 | 加仓 |
| NTNX | Nutanix Inc | $40.40万 | 0.02% | 7,928 | -314 | -3.8% | -$1.60万 | 减仓 |
| ALGN | Align Technology Inc. | $39.94万 | 0.02% | 2,368 | 4 | 0.2% | $675 | 加仓 |
| OKTA | Okta Inc. | $39.39万 | 0.02% | 2,887 | -335 | -10.4% | -$4.57万 | 减仓 |