小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Thrive Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Thrive Wealth Management, LLC
报告期 2026-03-31 · CIK 0001847610
持仓数
231
前50大市值合计
$574.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 22
增持 73
减持 43
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
IUSB
ISHARES TR
+$24.4M
491,898
增持
MUB
ISHARES TR
+$12.4M
119,863
+1874%
建仓
HMOP
HARTFORD FDS EXCHANGE TRADED
+$10.9M
278,794
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
HYMB
SPDR SER TR
-$10.3M
24,046
-88%
减持
QUAL
ISHARES TR
-$8.6M
368,202
-8%
增持
SCHG
SCHWAB STRATEGIC TR
-$5.9M
934,094
+102%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.2M
168,727
+225%
增持
VTV
VANGUARD INDEX FDS
+$4.8M
138,963
+30%
增持
IQLT
ISHARES TR
+$2.2M
106,303
+143%
增持
EFA
ISHARES TR
+$2.0M
46,133
+155%
增持
VUG
VANGUARD INDEX FDS
+$1.8M
14,864
+92%
增持
VB
VANGUARD INDEX FDS
+$1.6M
16,871
+90%
清仓
VTEB
VANGUARD MUN BD FDS
-$1.4M
0
-100%
建仓
SPYG
SPDR SER TR
+$1.3M
19,281
建仓
VYM
VANGUARD WHITEHALL FDS
+$1.2M
10,763
减持
SCHF
SCHWAB STRATEGIC TR
-$1.1M
38,782
-39%
增持
IWF
ISHARES TR
+$952.0K
5,898
+163%
建仓
CRM
SALESFORCE COM INC
+$928.0K
4,369
增持
IEMG
ISHARES INC
+$821.0K
61,795
+42%
减持
PCY
INVESCO EXCH TRADED FD TR II
-$737.0K
10,145
-72%
建仓
AGG
ISHARES TR
+$686.0K
6,401
建仓
IVE
ISHARES TR
+$643.0K
4,132
减持
VONE
VANGUARD SCOTTSDALE FDS
-$596.0K
41,462
-1%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$536.0K
6,233
建仓
SPGI
S&P GLOBAL INC
+$515.0K
1,256
建仓
SPYV
SPDR SER TR
+$486.0K
11,646
增持
SCHA
SCHWAB STRATEGIC TR
+$437.0K
30,751
+209%
减持
META
META PLATFORMS INC
-$397.0K
14,299
-91%
清仓
—
IHS MARKIT LTD
-$397.0K
0
-100%
清仓
PPL
PPL CORP
-$380.0K
0
-100%
减持
PFE
PFIZER INC
-$359.0K
40,606
-3%
清仓
GILD
GILEAD SCIENCES INC
-$356.0K
0
-100%
建仓
SCHP
SCHWAB STRATEGIC TR
+$352.0K
5,805
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$350.0K
0
-100%
清仓
NTRS
NORTHERN TR CORP
-$347.0K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
+$336.0K
3,980
-0%
增持
IWO
ISHARES TR
+$336.0K
2,137
+196%
增持
EEM
ISHARES TR
+$334.0K
26,414
+50%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$333.0K
6,643
增持
SCHV
SCHWAB STRATEGIC TR
+$327.0K
37,457
+17%
减持
LNC
LINCOLN NATL CORP IND
-$327.0K
49,045
-5%
建仓
VIRT
VIRTU FINL INC
+$320.0K
8,585
增持
IVV
ISHARES TR
+$295.0K
4,239
+24%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$265.0K
4,447
+2%
增持
V
VISA INC
+$256.0K
5,445
+24%
建仓
QQQ
INVESCO QQQ TR
+$255.0K
703
清仓
SCHM
SCHWAB STRATEGIC TR
-$250.0K
0
-100%
建仓
VTI
VANGUARD INDEX FDS
+$245.0K
1,075
增持
SCHX
SCHWAB STRATEGIC TR
+$240.0K
14,089
+209%
清仓
EXC
EXELON CORP
-$239.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$238.0K
5,169
+59%
建仓
TROW
PRICE T ROWE GROUP INC
+$238.0K
1,577
建仓
—
GLAXOSMITHKLINE PLC
+$231.0K
5,301
增持
JNJ
JOHNSON & JOHNSON
+$228.0K
15,769
+5%
建仓
COST
COSTCO WHSL CORP NEW
+$225.0K
391
建仓
TGT
TARGET CORP
+$216.0K
1,016
清仓
PYPL
PAYPAL HLDGS INC
-$214.0K
0
-100%
清仓
VSGX
VANGUARD WORLD FD
-$210.0K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$209.0K
1,139
建仓
AVGO
BROADCOM INC
+$207.0K
328
减持
CVX
CHEVRON CORP NEW
+$204.0K
4,712
-2%
清仓
ABT
ABBOTT LABS
-$203.0K
0
-100%
清仓
IVW
ISHARES TR
-$202.0K
0
-100%
增持
ETSY
ETSY INC
-$187.0K
1,992
+0%
增持
ABBV
ABBVIE INC
+$180.0K
3,073
+31%
增持
ONLN
PROSHARES TR
+$171.0K
9,516
+103%
增持
SNOW
SNOWFLAKE INC
-$166.0K
1,535
+0%
增持
—
EXXON MOBIL CORP
+$166.0K
6,952
+4%
减持
ECL
ECOLAB INC
-$164.0K
1,448
-19%
增持
SPY
SPDR S&P 500 ETF TR
-$158.0K
17,159
+3%
增持
QCOM
QUALCOMM INC
-$156.0K
5,456
+1%
减持
NFLX
NETFLIX INC
-$155.0K
537
-9%
增持
HD
HOME DEPOT INC
-$143.0K
1,563
+6%
减持
TJX
TJX COS INC NEW
-$140.0K
6,736
-7%
增持
AMZN
AMAZON COM INC
+$136.0K
504
+12%
减持
PG
PROCTER AND GAMBLE CO
-$133.0K
10,075
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$132.0K
1,868
-9%
增持
VOO
VANGUARD INDEX FDS
-$124.0K
7,024
+1%
增持
MRK
MERCK & CO INC
+$121.0K
18,170
+2%
增持
MRSH
MARSH & MCLENNAN COS INC
+$121.0K
3,443
+29%
减持
KMB
KIMBERLY-CLARK CORP
-$119.0K
2,026
-21%
增持
INTU
INTUIT
-$116.0K
945
+7%
增持
GOOGL
ALPHABET INC
+$113.0K
348
+18%
增持
ZTS
ZOETIS INC
-$104.0K
3,347
+11%
增持
AAPL
APPLE INC
+$102.0K
42,896
+3%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$101.0K
1,950
-12%
减持
JMST
J P MORGAN EXCHANGE-TRADED F
-$99.0K
11,257
-14%
增持
SCHB
SCHWAB STRATEGIC TR
+$97.0K
10,733
+155%
增持
MA
MASTERCARD INCORPORATED
+$94.0K
2,150
+15%
增持
MSFT
MICROSOFT CORP
+$93.0K
9,791
+13%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$92.0K
23,448
-2%
减持
DG
DOLLAR GEN CORP NEW
-$92.0K
1,706
-15%
增持
COP
CONOCOPHILLIPS
+$88.0K
2,899
+3%
增持
XYL
XYLEM INC
-$85.0K
3,092
+6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$83.0K
4,181
+18%
减持
FHN
FIRST HORIZON CORPORATION
+$78.0K
12,652
-6%
增持
CSCO
CISCO SYS INC
-$78.0K
11,500
+1%
减持
NEE
NEXTERA ENERGY INC
-$73.0K
5,158
-6%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$73.0K
1,260
+10%
减持
T
AT&T INC
-$72.0K
15,231
-13%
减持
USB
US BANCORP DEL
-$71.0K
8,377
-9%
减持
HPQ
HP INC
-$71.0K
11,951
-11%
增持
FISV
FISERV INC
+$71.0K
4,477
+21%
增持
VZ
VERIZON COMMUNICATIONS INC
+$64.0K
10,844
+15%
增持
UNH
UNITEDHEALTH GROUP INC
+$63.0K
1,074
+11%
减持
SCHD
SCHWAB STRATEGIC TR
-$59.0K
2,983
-18%
减持
MCD
MCDONALDS CORP
-$56.0K
1,919
-3%
减持
ENB
ENBRIDGE INC
+$56.0K
11,464
-5%
减持
XEMDX
WESTERN ASSET EMERGING MKTS
-$55.0K
19,961
-5%
减持
VRSK
VERISK ANALYTICS INC
-$55.0K
2,167
-5%
建仓
TLT
ISHARES TR
+$55.0K
15,000
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$53.0K
3,624
+16%
增持
SEIC
SEI INVTS CO
-$53.0K
90,224
+0%
增持
JPM
JPMORGAN CHASE & CO
-$53.0K
4,430
+7%
增持
GOOG
ALPHABET INC
-$50.0K
608
+1%
增持
KO
COCA COLA CO
+$49.0K
11,314
+3%
减持
DIS
DISNEY WALT CO
-$44.0K
2,444
-0%
增持
IWM
ISHARES TR
+$43.0K
3,752
+15%
增持
PNC
PNC FINL SVCS GROUP INC
-$42.0K
3,314
+2%
减持
PSX
PHILLIPS 66
+$39.0K
3,261
-3%
减持
PM
PHILIP MORRIS INTL INC
-$37.0K
4,641
-7%
增持
INTC
INTEL CORP
+$36.0K
7,122
+16%
增持
NVDA
NVIDIA CORPORATION
+$36.0K
2,799
+13%
增持
DHR
DANAHER CORPORATION
-$35.0K
3,268
+8%
增持
LLY
LILLY ELI & CO
+$33.0K
1,152
+7%
增持
EMR
EMERSON ELEC CO
+$32.0K
4,917
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$31.0K
2,893
-1%
增持
APH
AMPHENOL CORP NEW
-$28.0K
6,941
+10%
增持
VBR
VANGUARD INDEX FDS
+$22.0K
1,427
+12%
增持
ORCL
ORACLE CORP
-$20.0K
4,641
+0%
增持
XRAY
DENTSPLY SIRONA INC
-$20.0K
8,637
+8%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$19.0K
3,299
-8%
增持
TFI
SPDR SER TR
-$19.0K
12,012
+5%
减持
WPC
WP CAREY INC
-$19.0K
3,627
-5%
增持
DVY
ISHARES TR
+$18.0K
2,814
+1%
减持
LOAN
MANHATTAN BRDG CAP INC
+$17.0K
34,011
-6%
减持
IWD
ISHARES TR
-$17.0K
4,232
-1%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$16.0K
1,099
+29%
增持
IWB
ISHARES TR
-$13.0K
1,383
+2%
减持
GD
GENERAL DYNAMICS CORP
+$13.0K
1,545
-10%
增持
VV
VANGUARD INDEX FDS
+$13.0K
1,047
+13%
增持
BAC
BK OF AMERICA CORP
+$13.0K
6,888
+13%
减持
GIS
GENERAL MLS INC
-$12.0K
4,925
-4%
减持
TSLA
TESLA INC
-$12.0K
1,578
-3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$11.0K
1,712
+12%
增持
—
LINDE PLC
+$11.0K
1,839
+11%
增持
IT
GARTNER INC
-$8.0K
1,285
+10%
增持
PEP
PEPSICO INC
+$8.0K
2,693
+5%
减持
SO
SOUTHERN CO
-$8.0K
4,503
-8%
减持
MO
ALTRIA GROUP INC
-$7.0K
7,157
-11%
