13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0001607978
申报总市值
US$658.6万
US$658.6万
124 檔
2473.3%
在 Q1 2026 申报期间，Motley Fool Wealth Management, LLC（CIK: 0001607978）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$658.6万，共持有 124 个公开申报仓位。
在 Q1 2026，Motley Fool Wealth Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 116 个仓位并完全清仓 6 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Motley Fool Wealth Management, LLC 的前 5 大核心持股（包含 AMZN, GOOG, META 等）合计占整体申报市值的 2473.3%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
RELX
市值: US$337.0万
本季最大获利了结 / 清仓标的
SRLN
前期市值: US$990.6万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.66% | +6.99% | -26.57% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.03% | +7.77% | -43.86% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.52% | +3.84% | -25.54% | |
| 4 | NFLX | Netflix Inc | 股票-通信服务 | 3.42% | +2.01% | -0.68% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.79% | -2.79% | EXIT | |
| 6 | MELI | Mercadolibre Inc | 股票-周期性消费 | 2.36% | +3.34% | -27.03% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 2.17% | +2.90% | -27.10% | |
| 8 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 2.16% | +2.64% | -28.05% | |
| 9 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 2.08% | +2.52% | -27.61% | |
| 10 | EQIX | Equinix Inc | 股票-房地产 | 2.02% | +2.01% | -26.96% | |
| 11 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 1.98% | +0.95% | -24.53% | |
| 12 | BSCW | Invesco Bulletshares 2032 Cb | ETF-其他 | 1.97% | -1.97% | EXIT | |
| 13 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.83% | +1.79% | -27.46% | |
| 14 | MYCF | State Street My2026 Corporat | ETF-其他 | 1.75% | -1.75% | EXIT | |
| 15 | CRM | Salesforce Inc | 股票-科技 | 1.66% | -1.66% | EXIT | |
| 16 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.62% | +5.37% | -27.47% | |
| 17 | NOW | Servicenow Inc | 股票-科技 | 1.61% | +1.60% | +71.61% | |
| 18 | SNEX | Stonex Group Inc | 股票-金融 | 1.61% | +3.91% | +11.20% | |
| 19 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.59% | +2.11% | -29.37% | |
| 20 | BMRN | Biomarin Pharmaceutical Inc | 股票-医疗保健 | 1.58% | +1.49% | -25.08% | |
| 21 | DXCM | Dexcom Inc | 股票-医疗保健 | 1.47% | +2.12% | -25.38% | |
| 22 | BSCX | Invesco Bulletshares 2033 Cb | ETF-其他 | 1.30% | -1.30% | EXIT | |
| 23 | LEMB | Ishares Jp Morgan Em Local C | ETF-其他 | 1.26% | -1.26% | EXIT | |
| 24 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 1.22% | -1.22% | EXIT | |
| 25 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 1.21% | -1.21% | EXIT | |
| 26 | IBDZ | Isharesibondsdec2034tmcorp | ETF-其他 | 1.20% | -1.20% | EXIT | |
| 27 | DCRE | Dbl Comm Real Est Debt | ETF-其他 | 1.06% | -1.06% | EXIT | |
| 28 | FN | Fabrinet | 股票-科技 | 1.02% | -1.02% | EXIT | |
| 29 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-其他 | 1.01% | -1.01% | EXIT | |
| 30 | DDOG | Datadog Inc - Class A | 股票-科技 | 1.00% | +4.19% | -26.95% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.99% | -0.99% | EXIT | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.98% | -0.98% | EXIT | |
| 33 | BRO | Brown & Brown Inc | 股票-金融 | 0.93% | -0.93% | EXIT | |
| 34 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.87% | -0.87% | EXIT | |
| 35 | DMBS | Doubleline Mortgage ETF | ETF-其他 | 0.87% | -0.87% | EXIT | |
| 36 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.86% | -0.86% | EXIT | |
| 37 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 0.86% | -0.86% | EXIT | |
| 38 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 0.86% | -0.86% | EXIT | |
| 39 | BR | Broadridge Financial Solutio | 股票-科技 | 0.81% | -0.81% | EXIT | |
| 40 | DHR | Danaher CORP | 股票-医疗保健 | 0.80% | -0.80% | EXIT | |
| 41 | LOB | Live Oak Bancshares Inc | 股票-其他 | 0.78% | -0.78% | EXIT | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.78% | -0.78% | EXIT | |
| 43 | ADSK | Autodesk Inc | 股票-科技 | 0.76% | -0.76% | EXIT | |
| 44 | PEN | Penumbra Inc | 股票-医疗保健 | 0.73% | -0.73% | EXIT | |
| 45 | MKL | Markel Group Inc | 股票-金融 | 0.72% | -0.72% | EXIT | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.72% | -0.72% | EXIT | |
| 47 | BND | Vanguard Total Bond Market | ETF-其他 | 0.71% | -0.71% | EXIT | |
| 48 | TSLA | Tesla Inc | 股票-周期性消费 | 0.71% | -0.71% | EXIT | |
| 49 | ATEC | Alphatec Holdings Inc | 股票-其他 | 0.71% | +1.04% | -31.21% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.70% | -0.70% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +1.1% | -0.68% | 减仓 |
| 2 | NOW | Servicenow Inc | +0.7% | +71.61% | 加仓 |
| 3 | EQIX | Equinix Inc | +0.5% | -26.96% | 减仓 |
| 4 | LEMB | Ishares Jp Morgan Em Local C | +0.5% | +11.21% | 加仓 |
| 5 | VOO | Vanguard S&p 500 ETF | +0.5% | -13.81% | 减仓 |
| 6 | SNEX | Stonex Group Inc | +0.4% | +11.20% | 加仓 |
| 7 | IBDZ | Isharesibondsdec2034tmcorp | +0.3% | -10.31% | 减仓 |
| 8 | DCRE | Dbl Comm Real Est Debt | +0.3% | -8.78% | 减仓 |
| 9 | NEE | Nextera Energy Inc | +0.3% | -29.37% | 减仓 |
| 10 | NVDA | Nvidia CORP | +0.3% | -2.37% | 减仓 |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.2% | -5.26% | 减仓 |
| 12 | FN | Fabrinet | +0.2% | -25.89% | 减仓 |
| 13 | BSCX | Invesco Bulletshares 2033 Cb | +0.2% | -18.30% | 减仓 |
| 14 | BND | Vanguard Total Bond Market | +0.2% | -5.07% | 减仓 |
| 15 | VO | Vanguard Mid-cap ETF | +0.2% | -4.15% | 减仓 |
| 16 | MYCF | State Street My2026 Corporat | +0.2% | -23.91% | 减仓 |
| 17 | BSCU | Invesco Bulletshares 2030 Cb | +0.2% | -24.53% | 减仓 |
| 18 | BSCW | Invesco Bulletshares 2032 Cb | +0.2% | -24.55% | 减仓 |
| 19 | ODFL | Old Dominion Freight Line | +0.1% | -28.12% | 减仓 |
| 20 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -5.13% | 减仓 |
| 21 | BSCV | Invesco Bulletshares 2031 Cb | +0.1% | -24.53% | 减仓 |
| 22 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | -24.51% | 减仓 |
| 23 | DFJ | Wisdomtree Jpn S/c Dvd Fund | +0.1% | -28.19% | 减仓 |
| 24 | TSLA | Tesla Inc | +0.1% | -2.58% | 减仓 |
| 25 | HXL | Hexcel CORP | +0.1% | -25.94% | 减仓 |
| 26 | PEN | Penumbra Inc | +0.1% | -25.42% | 减仓 |
| 27 | DMBS | Doubleline Mortgage ETF | +0.1% | -24.54% | 减仓 |
| 28 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | -24.17% | 减仓 |
| 29 | VB | Vanguard Small-cap ETF | +0.1% | -4.03% | 减仓 |
| 30 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -28.05% | 减仓 |
| 31 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | -24.51% | 减仓 |
| 32 | RTO | Rentokil Initial Plc-sp Adr | +0.1% | -28.23% | 减仓 |
| 33 | WSO | Watsco Inc | +0.1% | -26.98% | 减仓 |
| 34 | SITE | Siteone Landscape Supply Inc | +0.1% | -25.56% | 减仓 |
| 35 | COST | Costco Wholesale CORP | +0.1% | -27.08% | 减仓 |
| 36 | BMRN | Biomarin Pharmaceutical Inc | +0.1% | -25.08% | 减仓 |
| 37 | IGLB | Ishares 10+ Year Inv Gr CORP | +0.1% | -24.61% | 减仓 |
| 38 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | -24.59% | 减仓 |
| 39 | BALL | Ball CORP | +0.1% | -26.62% | 减仓 |
| 40 | VNQ | Vanguard Real Estate ETF | +0.1% | -3.16% | 减仓 |
| 41 | DXCM | Dexcom Inc | +0.1% | -25.38% | 减仓 |
| 42 | QXO | Qxo Inc | +0.1% | -25.91% | 减仓 |
| 43 | CNI | Canadian Natl Railway Co | +0.1% | -25.82% | 减仓 |
| 44 | CME | Cme Group Inc | 0% | -27.90% | 减仓 |
| 45 | LOB | Live Oak Bancshares Inc | 0% | -25.87% | 减仓 |
| 46 | STAG | Stag Industrial Inc | 0% | -26.08% | 减仓 |
| 47 | AMT | American Tower CORP | 0% | -26.38% | 减仓 |
| 48 | GXO | Gxo Logistics Inc | 0% | -25.58% | 减仓 |
| 49 | KVUE | Kenvue Inc | 0% | -26.57% | 减仓 |
| 50 | CSL | Carlisle Cos Inc | 0% | -26.79% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Motley Fool Wealth Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$658.6万，共申报了 124 个公开持股仓位。
在 Q1 2026 季度，Motley Fool Wealth Management, LLC 按市值排列的前三大核心持股分别为：AMZN (4.7%)、GOOG (4.0%)、META (3.5%)。其中最大持股仓位 AMZN 占据整体投资组合约 4.7% 的权重。
在 Q1 2026 季度中，Motley Fool Wealth Management, LLC 共进行了 128 项持仓异动，包含新建仓 2 个仓位、加仓 4 个仓位、减仓 116 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 RELX。 本季清仓仓位包含 SRLN。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。