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 |
|---|---|---|---|---|---|---|---|---|
| DGX | Quest Diagnostics Incorporated | $38.77万 | 0.01% | 1,829 | 74 | 4.2% | $1.57万 | 加仓 |
| HAS | Hasbro Inc | $38.74万 | 0.01% | 4,691 | 72 | 1.6% | $5,946 | 加仓 |
| CART | Maplebear Inc. | $38.63万 | 0.01% | 8,158 | -127 | -1.5% | -$6,013 | 减仓 |
| AXSM | Axsome Therapeutics Inc. | $37.96万 | 0.01% | 1,551 | 1,551 | — | $37.96万 | 新建仓 |
| INCY | Incyte Corporation. | $37.31万 | 0.01% | 3,291 | -2,205 | -40.1% | -$25.00万 | 减仓 |
| MKL | Markel Group Inc | $37.11万 | 0.01% | 190 | -9 | -4.5% | -$1.76万 | 减仓 |
| NYT | The New York Times Company | $35.89万 | 0.01% | 5,129 | 91 | 1.8% | $6,368 | 加仓 |
| RPM | RPM International Inc. | $35.37万 | 0.01% | 3,182 | -39 | -1.2% | -$4,335 | 减仓 |
| SOFI | Sofi Technologies Inc | $35.30万 | 0.01% | 19,686 | -4,478 | -18.5% | -$8.03万 | 减仓 |
| MOG/A | Moog Inc. | $35.26万 | 0.01% | 832 | 832 | — | $35.26万 | 新建仓 |
| W | Wayfair Inc | $35.09万 | 0.01% | 3,797 | 0 | 0.0% | — | 不变 |
| GH | Guardant Health Inc | $34.96万 | 0.01% | 2,330 | -266 | -10.2% | -$3.99万 | 减仓 |
| IBM | International Business Machines Corp. | $34.93万 | 0.01% | 1,242 | 1,242 | — | $34.93万 | 新建仓 |
| GDDY | Godaddy Inc | $33.74万 | 0.01% | 3,975 | -88 | -2.2% | -$7,469 | 减仓 |
| RBC | RBC Bearings Inc | $33.56万 | 0.01% | 521 | -2 | -0.4% | -$1,288 | 减仓 |
| VLTO | Veralto Corp. | $32.86万 | 0.01% | 3,705 | -246 | -6.2% | -$2.18万 | 减仓 |
| TXT | Textron Inc. | $32.74万 | 0.01% | 3,569 | 135 | 3.9% | $1.24万 | 加仓 |
| TXRH | Texas Roadhouse Inc | $31.73万 | 0.01% | 1,642 | -97 | -5.6% | -$1.87万 | 减仓 |
| INVH | Invitation Homes Inc. | $31.35万 | 0.01% | 10,377 | -909 | -8.1% | -$2.75万 | 减仓 |
| DOCU | Docusign Inc | $30.96万 | 0.01% | 6,969 | 54 | 0.8% | $2,399 | 加仓 |
| BWA | BorgWarner Inc. | $30.74万 | 0.01% | 4,630 | 4,630 | — | $30.74万 | 新建仓 |
| CSGP | Costar Group Inc | $30.72万 | 0.01% | 10,847 | 3,759 | 53.0% | $10.65万 | 加仓 |
| FIVE | Five Below Inc | $30.53万 | 0.01% | 1,698 | 141 | 9.1% | $2.54万 | 加仓 |
| H | Hyatt Hotels Corporation | $30.12万 | 0.01% | 1,554 | 7 | 0.5% | $1,357 | 加仓 |
| IT | Gartner Inc. | $30.01万 | 0.01% | 2,315 | -2 | -0.1% | -$259 | 减仓 |
| BBIO | Bridgebio Pharma Inc | $29.91万 | 0.01% | 4,016 | -25 | -0.6% | -$1,862 | 减仓 |
| LMT | Lockheed Martin Corporation | $28.73万 | 0.01% | 564 | 564 | — | $28.73万 | 新建仓 |
| PODD | Insulet Corporation | $28.73万 | 0.01% | 1,887 | -364 | -16.2% | -$5.54万 | 减仓 |
| TTD | The Trade Desk Inc | $28.36万 | 0.01% | 15,686 | 1,603 | 11.4% | $2.90万 | 加仓 |
| FIG | Figma Inc. | $28.25万 | 0.01% | 15,616 | 629 | 4.2% | $1.14万 | 加仓 |
| SOLV | Solventum Corp. | $27.42万 | 0.01% | 3,554 | -934 | -20.8% | -$7.21万 | 重新持有 |
| BA | Boeing Co. | $27.06万 | 0.01% | 1,250 | 1,250 | — | $27.06万 | 新建仓 |
| CNA | CNA Financial Corporation | $26.20万 | 0.01% | 5,389 | -119 | -2.2% | -$5,785 | 减仓 |
| TTC | The Toro Company | $25.56万 | 0.01% | 2,624 | -274 | -9.5% | -$2.67万 | 减仓 |
| CRUS | Cirrus Logic, Inc. | $25.28万 | 0.01% | 1,702 | 207 | 13.8% | $3.07万 | 加仓 |
| MANH | Manhattan Associates Inc | $25.04万 | 0.01% | 1,798 | 25 | 1.4% | $3,481 | 加仓 |
| SSNC | SS&C Technologies Holdings Inc. | $24.81万 | 0.01% | 3,998 | -35 | -0.9% | -$2,172 | 减仓 |
| JKHY | Henry Jack & Associates Inc. | $24.68万 | 0.01% | 1,792 | -199 | -10.0% | -$2.74万 | 减仓 |
| RBRK | Rubrik Inc. | $23.86万 | 0.01% | 2,972 | -100 | -3.3% | -$8,028 | 重新持有 |
| FPS | Forgent Power Solutions Inc. | $23.82万 | 0.01% | 4,264 | 4,264 | — | $23.82万 | 新建仓 |
| VRRM | Verra Mobility Corporation | $23.50万 | 0.01% | 55,297 | -64,495 | -53.8% | -$27.41万 | 减仓 |
| MKC | McCormick & Company, Incorporated | $22.91万 | 0.01% | 4,543 | 106 | 2.4% | $5,345 | 加仓 |
| CHWY | Chewy Inc | $22.62万 | 0.01% | 11,510 | 115 | 1.0% | $2,260 | 加仓 |
| URBN | Urban Outfitters Inc. | $22.47万 | 0.01% | 3,171 | 3,171 | — | $22.47万 | 新建仓 |
| ZBRA | Zebra Technologies Corporation | $21.75万 | 0.01% | 826 | 0 | 0.0% | — | 重新持有 |
| BMRN | Biomarin Pharmaceutical Inc. | $21.73万 | 0.01% | 3,797 | -155 | -3.9% | -$8,869 | 减仓 |
| GMED | Globus Med Inc | $20.65万 | 0.01% | 2,614 | -23 | -0.9% | -$1,817 | 减仓 |
| CGNX | Cognex Corp | $20.23万 | 0.01% | 2,794 | 2,794 | — | $20.23万 | 新建仓 |
| UAA | Under Armour, Inc. | $9.11万 | 0.00% | 14,258 | -754 | -5.0% | -$4,818 | 减仓 |
| 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 |