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 |
|---|---|---|---|---|---|---|---|---|
| FSV | FIRSTSERVICE CORP NEW | $213.55万 | 0.24% | 15,370 | -5,402 | -26.0% | -$75.05万 | 减仓 |
| AAPL | APPLE INC | $198.17万 | 0.22% | 7,808 | -1,677 | -17.7% | -$42.56万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS STRM | $178.71万 | 0.20% | 35,778 | -9,429 | -20.9% | -$47.10万 | 减仓 |
| VRRM | VERRA MOBILITY CORP | $165.76万 | 0.19% | 115,994 | -36,936 | -24.2% | -$52.78万 | 减仓 |
| WMT | WALMART INC | $165.27万 | 0.19% | 13,298 | -4,952 | -27.1% | -$61.54万 | 减仓 |
| VNQ | VANGUARD INDEX FDS REIT | $164.76万 | 0.19% | 18,575 | -607 | -3.2% | -$5.38万 | 减仓 |
| NVO | NOVO-NORDISK A S | $148.30万 | 0.17% | 40,353 | -15,009 | -27.1% | -$55.16万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $116.94万 | 0.13% | 25,192 | -9,084 | -26.5% | -$42.17万 | 减仓 |
| GOOGL | ALPHABET INC | $109.34万 | 0.12% | 3,802 | 1 | 0.0% | $288 | 加仓 |
| PG | PROCTER & GAMBLE CO | $96.98万 | 0.11% | 6,714 | -2,409 | -26.4% | -$34.80万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $95.20万 | 0.11% | 8,223 | -3,060 | -27.1% | -$35.43万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $87.08万 | 0.10% | 3,562 | -1,332 | -27.2% | -$32.56万 | 减仓 |
| USB | US BANCORP | $84.43万 | 0.10% | 16,233 | -6,115 | -27.4% | -$31.80万 | 减仓 |
| ADC | AGREE RLTY CORP | $81.42万 | 0.09% | 10,801 | -4,017 | -27.1% | -$30.28万 | 减仓 |
| TXN | TEXAS INSTRS INC | $80.67万 | 0.09% | 4,155 | -1,529 | -26.9% | -$29.68万 | 减仓 |
| RXO | RXO INC | $76.09万 | 0.09% | 52,042 | -14,048 | -21.3% | -$20.54万 | 减仓 |
| MNDY | MONDAY COM LTD | $75.35万 | 0.09% | 10,903 | -3,368 | -23.6% | -$23.28万 | 减仓 |
| CRH | CRH PLC | $74.33万 | 0.08% | 7,071 | -2,636 | -27.2% | -$27.71万 | 减仓 |
| KO | COCA COLA CO | $63.57万 | 0.07% | 8,359 | -3,107 | -27.1% | -$23.63万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH | $60.59万 | 0.07% | 8,633 | -8,421 | -49.4% | -$59.10万 | 减仓 |
| IVOO | VANGUARD BD INDEX FD INC TOTAL BND | $36.06万 | 0.04% | 3,154 | -10,963 | -77.7% | -$125.33万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $34.62万 | 0.04% | 903 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $25.69万 | 0.03% | 2,165 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES CORE 80/20 | $22.77万 | 0.03% | 2,573 | -7,344 | -74.1% | -$64.99万 | 减仓 |
| 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 |