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 |
|---|---|---|---|---|---|---|---|---|
| WCC | Wesco International, Inc. | $35.11万 | 0.02% | 1,283 | 1,283 | — | $35.11万 | 新建仓 |
| VLTO | Veralto Corp. | $34.93万 | 0.02% | 3,951 | 17 | 0.4% | $1,503 | 加仓 |
| DGX | Quest Diagnostics Incorporated | $34.39万 | 0.01% | 1,755 | -17 | -1.0% | -$3,332 | 减仓 |
| GDDY | Godaddy Inc | $33.59万 | 0.01% | 4,063 | 171 | 4.4% | $1.41万 | 加仓 |
| MRNA | Moderna Inc | $33.16万 | 0.01% | 6,527 | 6,527 | — | $33.16万 | 新建仓 |
| DOCU | Docusign Inc | $32.78万 | 0.01% | 6,915 | 334 | 5.1% | $1.58万 | 加仓 |
| RPM | RPM International Inc. | $32.02万 | 0.01% | 3,221 | -296 | -8.4% | -$2.94万 | 减仓 |
| TTD | The Trade Desk Inc | $31.95万 | 0.01% | 14,083 | 1,438 | 11.4% | $3.26万 | 加仓 |
| FIG | Figma Inc. | $31.68万 | 0.01% | 14,987 | 1,877 | 14.3% | $3.97万 | 加仓 |
| JKHY | Henry Jack & Associates Inc. | $31.47万 | 0.01% | 1,991 | -13 | -0.6% | -$2,055 | 减仓 |
| NTNX | Nutanix Inc | $31.33万 | 0.01% | 8,242 | -444 | -5.1% | -$1.69万 | 减仓 |
| CART | Maplebear Inc. | $31.04万 | 0.01% | 8,285 | 41 | 0.5% | $1,536 | 加仓 |
| CHWY | Chewy Inc | $30.77万 | 0.01% | 11,395 | 4,095 | 56.1% | $11.06万 | 加仓 |
| TXT | Textron Inc. | $30.07万 | 0.01% | 3,434 | 426 | 14.2% | $3.73万 | 加仓 |
| BBIO | Bridgebio Pharma Inc | $30.01万 | 0.01% | 4,041 | 638 | 18.7% | $4.74万 | 加仓 |
| TXRH | Texas Roadhouse Inc | $28.72万 | 0.01% | 1,739 | 1,739 | — | $28.72万 | 新建仓 |
| CSGP | Costar Group Inc | $28.59万 | 0.01% | 7,088 | -33,255 | -82.4% | -$134.15万 | 减仓 |
| W | Wayfair Inc | $28.56万 | 0.01% | 3,797 | 3,797 | — | $28.56万 | 新建仓 |
| RBC | RBC Bearings Inc | $28.41万 | 0.01% | 523 | 17 | 3.4% | $9,233 | 加仓 |
| INVH | Invitation Homes Inc. | $28.05万 | 0.01% | 11,286 | 1,235 | 12.3% | $3.07万 | 加仓 |
| SSNC | SS&C Technologies Holdings Inc. | $27.25万 | 0.01% | 4,033 | 167 | 4.3% | $1.13万 | 加仓 |
| TTC | The Toro Company | $27.08万 | 0.01% | 2,898 | 137 | 5.0% | $1.28万 | 加仓 |
| OKTA | Okta Inc. | $25.36万 | 0.01% | 3,222 | 299 | 10.2% | $2.35万 | 加仓 |
| CNA | CNA Financial Corporation | $25.29万 | 0.01% | 5,508 | 747 | 15.7% | $3.43万 | 加仓 |
| NBIX | Neurocrine Biosciences Inc | $24.40万 | 0.01% | 1,852 | 159 | 9.4% | $2.09万 | 加仓 |
| MTCH | Match Group Inc | $24.10万 | 0.01% | 7,846 | 284 | 3.8% | $8,722 | 加仓 |
| GH | Guardant Health Inc | $23.98万 | 0.01% | 2,596 | 352 | 15.7% | $3.25万 | 加仓 |
| MANH | Manhattan Associates Inc | $23.60万 | 0.01% | 1,773 | 47 | 2.7% | $6,257 | 加仓 |
| STRL | Sterling Infrastructure Inc | $23.09万 | 0.01% | 567 | 567 | — | $23.09万 | 新建仓 |
| GMED | Globus Med Inc | $22.72万 | 0.01% | 2,637 | 335 | 14.6% | $2.89万 | 加仓 |
| MKC | McCormick & Company, Incorporated | $22.38万 | 0.01% | 4,437 | 185 | 4.4% | $9,331 | 加仓 |
| BMRN | Biomarin Pharmaceutical Inc. | $22.32万 | 0.01% | 3,952 | 565 | 16.7% | $3.19万 | 加仓 |
| H | Hyatt Hotels Corporation | $22.24万 | 0.01% | 1,547 | 42 | 2.8% | $6,039 | 加仓 |
| CRUS | Cirrus Logic, Inc. | $21.62万 | 0.01% | 1,495 | 1,495 | — | $21.62万 | 新建仓 |
| Z | Zillow Group Inc | $21.60万 | 0.01% | 5,219 | 1,025 | 24.4% | $4.24万 | 加仓 |
| UAA | Under Armour, Inc. | $8.87万 | 0.00% | 15,012 | 2,375 | 18.8% | $1.40万 | 加仓 |
| IOVA | Iovance Biotherapeutics Inc | $4.16万 | 0.00% | 11,845 | 1,085 | 10.1% | $3,808 | 加仓 |
| MMM | 3M Company | $0 | 0.00% | 0 | -49,472 | -100.0% | -$792.05万 | 清仓 |
| CVNA | Carvana Co | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DLR | Digital Realty Trust Inc. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| F | Ford Motor Company | $0 | 0.00% | 0 | -372,028 | -100.0% | -$488.10万 | 清仓 |
| TEAM | Atlassian Corporation | $0 | 0.00% | 0 | -24,085 | -100.0% | -$390.51万 | 清仓 |
| CROX | Crocs Inc | $0 | 0.00% | 0 | -34,358 | -100.0% | -$293.83万 | 清仓 |
| TREX | Trex Company, Inc. | $0 | 0.00% | 0 | -24,725 | -100.0% | -$86.74万 | 清仓 |
| P | Pure Storage Inc | $0 | 0.00% | 0 | -9,671 | -100.0% | -$64.81万 | 清仓 |
| SOLV | Solventum Corp. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Topbuild Corporation | $0 | 0.00% | 0 | -736 | -100.0% | -$30.71万 | 清仓 |
| U | Unity Software Inc | $0 | 0.00% | 0 | -6,867 | -100.0% | -$30.33万 | 清仓 |
| TTAN | ServiceTitan Inc. | $0 | 0.00% | 0 | -2,677 | -100.0% | -$28.51万 | 清仓 |
| SFM | Sprouts Farmers Markets Inc | $0 | 0.00% | 0 | -3,174 | -100.0% | -$25.29万 | 清仓 |
| APPF | AppFolio Inc. | $0 | 0.00% | 0 | -1,069 | -100.0% | -$24.87万 | 清仓 |
| BRBR | BellRing Intermediate Holdings Inc. | $0 | 0.00% | 0 | -9,050 | -100.0% | -$24.19万 | 清仓 |
| RBRK | Rubrik Inc. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LKQ | LKQ Corporation | $0 | 0.00% | 0 | -6,970 | -100.0% | -$21.05万 | 清仓 |
| IONS | Ionis Pharmaceuticals, Inc. | $0 | 0.00% | 0 | -2,630 | -100.0% | -$20.81万 | 清仓 |
| JEF | Jefferies Financial Group Inc | $0 | 0.00% | 0 | -3,269 | -100.0% | -$20.26万 | 清仓 |
| ZBRA | Zebra Technologies Corporation | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RXO | RXO Inc. | $0 | 0.00% | 0 | -12,929 | -100.0% | -$16.34万 | 清仓 |