Motley Fool Wealth Management, LLC
ALEXANDRIA VA · SEC CIK 0001607978
$8.84亿2026Q1 申报市值
124持仓数
29.2%前十大占比 · 第一大 4.7%
2 / 6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
NOW 加仓+$593.55万
RELX 新建仓+$337.02万
SUNB 新建仓+$274.25万
SNEX 加仓+$143.15万
LEMB 加仓+$112.29万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$2,784.37万
AMZN 减仓-$1,490.82万
META 减仓-$1,068.40万
SRLN 清仓-$990.64万
MELI 减仓-$773.88万
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 |
|---|---|---|---|---|---|---|---|---|
| SRLN | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -240,039 | -100.0% | -$990.64万 | 清仓 |
| BUD | ANHEUSER BUSCH INBEV SA/NV | $0 | 0.00% | 0 | -30,751 | -100.0% | -$196.93万 | 清仓 |
| MUB | ISHARES TR NATIONAL MUN | $0 | 0.00% | 0 | -14,343 | -100.0% | -$153.63万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -18,620 | -100.0% | -$136.97万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -6,280 | -100.0% | -$101.83万 | 清仓 |
| SPTS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -9,992 | -100.0% | -$29.26万 | 清仓 |
| AOA | ISHARES CORE 80/20 | $22.77万 | 0.03% | 2,573 | -7,344 | -74.1% | -$64.99万 | 减仓 |
| SHOP | SHOPIFY INC | $25.69万 | 0.03% | 2,165 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $34.62万 | 0.04% | 903 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD BD INDEX FD INC TOTAL BND | $36.06万 | 0.04% | 3,154 | -10,963 | -77.7% | -$125.33万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH | $60.59万 | 0.07% | 8,633 | -8,421 | -49.4% | -$59.10万 | 减仓 |
| KO | COCA COLA CO | $63.57万 | 0.07% | 8,359 | -3,107 | -27.1% | -$23.63万 | 减仓 |
| CRH | CRH PLC | $74.33万 | 0.08% | 7,071 | -2,636 | -27.2% | -$27.71万 | 减仓 |
| MNDY | MONDAY COM LTD | $75.35万 | 0.09% | 10,903 | -3,368 | -23.6% | -$23.28万 | 减仓 |
| RXO | RXO INC | $76.09万 | 0.09% | 52,042 | -14,048 | -21.3% | -$20.54万 | 减仓 |
| TXN | TEXAS INSTRS INC | $80.67万 | 0.09% | 4,155 | -1,529 | -26.9% | -$29.68万 | 减仓 |
| ADC | AGREE RLTY CORP | $81.42万 | 0.09% | 10,801 | -4,017 | -27.1% | -$30.28万 | 减仓 |
| USB | US BANCORP | $84.43万 | 0.10% | 16,233 | -6,115 | -27.4% | -$31.80万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $87.08万 | 0.10% | 3,562 | -1,332 | -27.2% | -$32.56万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $95.20万 | 0.11% | 8,223 | -3,060 | -27.1% | -$35.43万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $96.98万 | 0.11% | 6,714 | -2,409 | -26.4% | -$34.80万 | 减仓 |
| GOOGL | ALPHABET INC | $109.34万 | 0.12% | 3,802 | 1 | 0.0% | $288 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $116.94万 | 0.13% | 25,192 | -9,084 | -26.5% | -$42.17万 | 减仓 |
| NVO | NOVO-NORDISK A S | $148.30万 | 0.17% | 40,353 | -15,009 | -27.1% | -$55.16万 | 减仓 |
| VNQ | VANGUARD INDEX FDS REIT | $164.76万 | 0.19% | 18,575 | -607 | -3.2% | -$5.38万 | 减仓 |
| WMT | WALMART INC | $165.27万 | 0.19% | 13,298 | -4,952 | -27.1% | -$61.54万 | 减仓 |
| VRRM | VERRA MOBILITY CORP | $165.76万 | 0.19% | 115,994 | -36,936 | -24.2% | -$52.78万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS STRM | $178.71万 | 0.20% | 35,778 | -9,429 | -20.9% | -$47.10万 | 减仓 |
| AAPL | APPLE INC | $198.17万 | 0.22% | 7,808 | -1,677 | -17.7% | -$42.56万 | 减仓 |
| FSV | FIRSTSERVICE CORP NEW | $213.55万 | 0.24% | 15,370 | -5,402 | -26.0% | -$75.05万 | 减仓 |
| HDB | HDFC BANK LTD | $227.41万 | 0.26% | 91,402 | -36,295 | -28.4% | -$90.30万 | 减仓 |
| VB | VANGUARD INDEX FDS SMALL CP | $231.23万 | 0.26% | 8,828 | -371 | -4.0% | -$9.72万 | 减仓 |
| UFPT | UFP TECHNOLOGIES INC | $234.07万 | 0.26% | 12,090 | -3,991 | -24.8% | -$77.27万 | 减仓 |
| MKC | MCCORMICK & CO INC | $237.59万 | 0.27% | 47,104 | -19,282 | -29.0% | -$97.26万 | 减仓 |
| CSL | CARLISLE COS INC | $238.35万 | 0.27% | 7,144 | -2,614 | -26.8% | -$87.21万 | 减仓 |
| CME | CME GROUP INC | $254.50万 | 0.29% | 8,617 | -3,334 | -27.9% | -$98.47万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $259.31万 | 0.29% | 57,243 | -20,032 | -25.9% | -$90.74万 | 减仓 |
| MDT | MEDTRONIC PLC | $269.78万 | 0.31% | 31,135 | -12,297 | -28.3% | -$106.55万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $274.25万 | 0.31% | 42,134 | 42,134 | — | $274.25万 | 新建仓 |
| PAYX | PAYCHEX INC | $289.14万 | 0.33% | 31,387 | -11,897 | -27.5% | -$109.60万 | 减仓 |
| QTWO | Q2 HLDGS INC | $299.44万 | 0.34% | 63,306 | -21,893 | -25.7% | -$103.55万 | 减仓 |
| BALL | BALL CORP | $309.45万 | 0.35% | 52,351 | -18,994 | -26.6% | -$112.27万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $319.82万 | 0.36% | 3,210 | -1,192 | -27.1% | -$118.76万 | 减仓 |
| KVUE | KENVUE INC | $323.71万 | 0.37% | 187,764 | -67,927 | -26.6% | -$117.11万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $333.91万 | 0.38% | 13,322 | -6,155 | -31.6% | -$154.27万 | 减仓 |
| RELX | RELX PLC | $337.02万 | 0.38% | 101,665 | 101,665 | — | $337.02万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $338.73万 | 0.38% | 69,441 | -26,757 | -27.8% | -$130.52万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT | $348.65万 | 0.39% | 64,505 | -3,485 | -5.1% | -$18.84万 | 减仓 |
| FTDR | FRONTDOOR INC | $375.62万 | 0.42% | 71,059 | -24,359 | -25.5% | -$128.76万 | 减仓 |
| ALRM | ALARM COM HLDGS INC | $377.82万 | 0.43% | 87,478 | -29,495 | -25.2% | -$127.39万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $379.18万 | 0.43% | 23,343 | -9,083 | -28.0% | -$147.54万 | 减仓 |
| ICLR | ICON PLC | $379.78万 | 0.43% | 34,319 | -11,648 | -25.3% | -$128.90万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $383.62万 | 0.43% | 11,204 | -3,844 | -25.5% | -$131.62万 | 减仓 |
| GSHD | GOOSEHEAD INS INC | $387.82万 | 0.44% | 90,909 | -31,564 | -25.8% | -$134.65万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $392.84万 | 0.44% | 22,825 | -7,232 | -24.1% | -$124.47万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $396.70万 | 0.45% | 38,601 | -13,436 | -25.8% | -$138.08万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $398.45万 | 0.45% | 26,642 | -9,283 | -25.8% | -$138.84万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $423.76万 | 0.48% | 5,485 | -2,307 | -29.6% | -$178.23万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $425.80万 | 0.48% | 21,791 | -8,526 | -28.1% | -$166.60万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $432.01万 | 0.49% | 32,455 | -11,141 | -25.6% | -$148.30万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $439.77万 | 0.50% | 98,935 | -55,296 | -35.9% | -$245.79万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $449.93万 | 0.51% | 86,775 | -29,829 | -25.6% | -$154.66万 | 减仓 |
| AON | AON PLC | $452.59万 | 0.51% | 14,022 | -5,835 | -29.4% | -$188.34万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $460.96万 | 0.52% | 13,640 | -9,029 | -39.8% | -$305.13万 | 减仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $467.15万 | 0.53% | 222,981 | -74,505 | -25.0% | -$156.09万 | 减仓 |
| WSO | WATSCO INC | $472.65万 | 0.53% | 12,992 | -4,801 | -27.0% | -$174.66万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $480.45万 | 0.54% | 27,840 | -9,977 | -26.4% | -$172.18万 | 减仓 |
| HRI | HERC HLDGS INC | $490.20万 | 0.55% | 49,241 | -16,944 | -25.6% | -$168.68万 | 减仓 |
| STAG | STAG INDL INC | $500.35万 | 0.57% | 138,756 | -48,952 | -26.1% | -$176.52万 | 减仓 |
| QXO | QXO INC | $500.49万 | 0.57% | 257,718 | -90,143 | -25.9% | -$175.06万 | 减仓 |
| WAT | WATERS CORP | $523.44万 | 0.59% | 17,577 | -6,631 | -27.4% | -$197.47万 | 减仓 |
| HQY | HEALTHEQUITY INC | $541.14万 | 0.61% | 64,752 | -22,419 | -25.7% | -$187.36万 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $544.83万 | 0.62% | 86,126 | -32,297 | -27.3% | -$204.31万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $546.11万 | 0.62% | 173,479 | -68,239 | -28.2% | -$214.82万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $548.94万 | 0.62% | 12,926 | -4,589 | -26.2% | -$194.88万 | 减仓 |
| IEUR | ISHARES CORE MSCI EUROPE | $565.07万 | 0.64% | 80,414 | -31,505 | -28.1% | -$221.39万 | 减仓 |
| CLBT | CELLEBRITE DI LTD | $568.93万 | 0.64% | 412,864 | -151,972 | -26.9% | -$209.42万 | 减仓 |
| TOST | TOAST INC | $590.03万 | 0.67% | 222,570 | -78,029 | -26.0% | -$206.85万 | 减仓 |
| HXL | HEXCEL CORP NEW | $595.00万 | 0.67% | 73,520 | -25,754 | -25.9% | -$208.43万 | 减仓 |
| CSGP | COSTAR GROUP INC | $617.21万 | 0.70% | 153,002 | -50,446 | -24.8% | -$203.50万 | 减仓 |
| VO | VANGUARD INDEX FDS MID CAP | $620.03万 | 0.70% | 21,590 | -934 | -4.1% | -$26.82万 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $626.50万 | 0.71% | 575,828 | -261,256 | -31.2% | -$284.25万 | 减仓 |
| TSLA | TESLA INC | $630.93万 | 0.71% | 16,972 | -450 | -2.6% | -$16.73万 | 减仓 |
| BND | VANGUARD BD INDEX FD INC TOTAL BND | $632.14万 | 0.71% | 85,842 | -4,587 | -5.1% | -$33.78万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT | $636.40万 | 0.72% | 99,314 | -5,509 | -5.3% | -$35.30万 | 减仓 |
| MKL | MARKEL GROUP INC | $640.42万 | 0.72% | 3,346 | -1,398 | -29.5% | -$267.58万 | 减仓 |
| PEN | PENUMBRA INC | $646.92万 | 0.73% | 19,701 | -6,714 | -25.4% | -$220.47万 | 减仓 |
| ADSK | AUTODESK INC | $674.54万 | 0.76% | 28,176 | -10,361 | -26.9% | -$248.05万 | 减仓 |
| MSFT | MICROSOFT CORP | $687.37万 | 0.78% | 18,569 | -7,091 | -27.6% | -$262.49万 | 减仓 |
| LOB | LIVE OAK BANCSHARES INC | $693.01万 | 0.78% | 209,559 | -73,142 | -25.9% | -$241.88万 | 减仓 |
| DHR | DANAHER CORP DEL | $710.10万 | 0.80% | 37,453 | -13,992 | -27.2% | -$265.29万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $711.94万 | 0.81% | 43,817 | -15,806 | -26.5% | -$256.82万 | 减仓 |
| IGLB | ISHARES 10plus YR CR BD | $760.66万 | 0.86% | 153,266 | -50,036 | -24.6% | -$248.33万 | 减仓 |
| IBDW | ISHARES IBONDS DEC 2031 | $762.72万 | 0.86% | 364,416 | -118,308 | -24.5% | -$247.62万 | 减仓 |
| SHYG | ISHARES 0-5YR HY CORP BOND | $763.46万 | 0.86% | 180,444 | -58,841 | -24.6% | -$248.96万 | 减仓 |
| DMBS | DOUBLELINE ETF TRUST | $765.66万 | 0.87% | 155,054 | -50,422 | -24.5% | -$248.98万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD BULETSHS | $766.25万 | 0.87% | 410,629 | -130,899 | -24.2% | -$244.26万 | 减仓 |
| BRO | BROWN & BROWN INC | $826.64万 | 0.93% | 126,766 | -45,016 | -26.2% | -$293.55万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $863.61万 | 0.98% | 49,519 | -1,202 | -2.4% | -$20.96万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $876.55万 | 0.99% | 18,292 | -7,248 | -28.4% | -$347.32万 | 减仓 |