Motley Fool Asset Management LLC 13F 持仓 · 2026年Q2
Motley Fool Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 249 只证券，申报市值合计 25.93 亿美元。前几大持仓：NVDA（8.42%）、GOOG（8.10%）、AAPL（7.61%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp. | $218.3M | 8.42% | 1.1M | 增持 |
| 2 | GOOG | Alphabet Inc. | $210.0M | 8.10% | 594,233 | 增持 |
| 3 | AAPL | Apple Inc. | $197.3M | 7.61% | 681,882 | 增持 |
| 4 | AMZN | Amazon.com, Inc. | $133.4M | 5.14% | 559,628 | 增持 |
| 5 | MSFT | Microsoft Corp. | $122.0M | 4.70% | 326,966 | 增持 |
| 6 | AVGO | Broadcom Inc | $77.3M | 2.98% | 204,744 | 减持 |
| 7 | BRKB | Berkshire Hathaway Inc. | $76.9M | 2.97% | 153,688 | 增持 |
| 8 | WMT | Walmart Inc | $69.3M | 2.67% | 612,016 | 增持 |
| 9 | AMD | Advanced Micro Devices Inc. | $67.4M | 2.60% | 116,034 | 减持 |
| 10 | JPM | JPMorgan Chase & Co. | $61.6M | 2.38% | 188,228 | 减持 |
| 11 | INTC | Intel Corporation | $51.8M | 2.00% | 371,153 | 减持 |
| 12 | META | Meta Platforms Inc | $49.4M | 1.91% | 87,714 | 减持 |
| 13 | MA | MasterCard Incorporated | $48.8M | 1.88% | 94,969 | 减持 |
| 14 | V | Visa Inc | $48.8M | 1.88% | 142,296 | 减持 |
| 15 | TSLA | Tesla Inc | $46.2M | 1.78% | 109,948 | 减持 |
| 16 | COST | Costco Wholesale Corporation | $45.6M | 1.76% | 48,707 | 减持 |
| 17 | LRCX | Lam Research Corporation | $40.6M | 1.57% | 93,731 | 减持 |
| 18 | NFLX | Netflix, Inc. | $27.7M | 1.07% | 387,607 | 减持 |
| 19 | CVX | Chevron Corp. | $24.8M | 0.95% | 149,346 | 减持 |
| 20 | SNEX | StoneX Group Inc | $23.8M | 0.92% | 200,904 | 减持 |
| 21 | GS | Goldman Sachs Group, Inc. | $23.2M | 0.90% | 22,957 | 减持 |
| 22 | AXON | Axon Enterprise Inc | $19.2M | 0.74% | 34,198 | 减持 |
| 23 | EQIX | Equinix, Inc. | $19.2M | 0.74% | 18,384 | 减持 |
| 24 | TSM | Taiwan Semiconductor Manufacturing Co., Ltd. | $17.8M | 0.68% | 37,175 | 减持 |
| 25 | PANW | Palo Alto Networks Inc | $17.2M | 0.66% | 50,491 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR