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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 11
增持 84
减持 36
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
QUAL
ISHARES TR
-$23.1M
236,962
-36%
增持
VTV
VANGUARD INDEX FDS
+$21.6M
319,223
+130%
减持
SCHG
SCHWAB STRATEGIC TR
-$17.2M
908,291
-3%
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
HMOP
HARTFORD FDS EXCHANGE TRADED
-$10.3M
17,784
-94%
减持
MUB
ISHARES TR
-$9.0M
38,593
-68%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.8M
119,271
-29%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.1M
112,840
+191%
增持
VONE
VANGUARD SCOTTSDALE FDS
-$1.4M
42,032
+1%
清仓
SPYG
SPDR SER TR
-$1.3M
0
-100%
增持
AAPL
APPLE INC
-$1.3M
45,512
+6%
清仓
VYM
VANGUARD WHITEHALL FDS
-$1.2M
0
-100%
增持
IUSB
ISHARES TR
+$1.2M
546,685
+11%
增持
SPY
SPDR S&P 500 ETF TR
-$1.1M
17,524
+2%
减持
VB
VANGUARD INDEX FDS
-$891.0K
15,296
-9%
增持
IEMG
ISHARES INC
+$833.0K
86,962
+41%
减持
EEM
ISHARES TR
-$827.0K
9,133
-65%
清仓
AGG
ISHARES TR
-$686.0K
0
-100%
建仓
IJH
ISHARES TR
+$669.0K
2,959
减持
TSLA
TESLA INC
-$660.0K
1,545
-2%
减持
VOO
VANGUARD INDEX FDS
-$627.0K
6,599
-6%
建仓
UNP
UNION PAC CORP
+$610.0K
2,860
清仓
TFI
SPDR SER TR
-$575.0K
0
-100%
清仓
JMST
J P MORGAN EXCHANGE-TRADED F
-$570.0K
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$536.0K
0
-100%
增持
SCHV
SCHWAB STRATEGIC TR
+$516.0K
51,109
+36%
增持
AMZN
AMAZON COM INC
-$514.0K
10,628
+2009%
增持
SEIC
SEI INVTS CO
-$491.0K
91,474
+1%
增持
HYMB
SPDR SER TR
+$472.0K
35,003
+46%
增持
IQLT
ISHARES TR
-$419.0K
113,175
+6%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$415.0K
1,909
清仓
MO
ALTRIA GROUP INC
-$374.0K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$370.0K
3,263
+204%
建仓
DGRW
WISDOMTREE TR
+$365.0K
6,369
减持
NVDA
NVIDIA CORPORATION
-$353.0K
2,714
-3%
清仓
SCHP
SCHWAB STRATEGIC TR
-$352.0K
0
-100%
增持
—
GSK PLC
+$351.0K
13,370
+152%
减持
IVV
ISHARES TR
-$344.0K
4,165
-2%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$333.0K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
-$329.0K
9,630
-32%
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$304.0K
2,290
建仓
GILD
GILEAD SCIENCES INC
+$296.0K
4,792
建仓
AMGN
AMGEN INC
+$296.0K
1,216
增持
IWF
ISHARES TR
-$270.0K
6,250
+6%
增持
GOOG
ALPHABET INC
-$270.0K
653
+7%
增持
MRK
MERCK & CO INC
+$250.0K
19,100
+5%
清仓
ETSY
ETSY INC
-$248.0K
0
-100%
增持
MCD
MCDONALDS CORP
+$241.0K
2,900
+51%
清仓
NET
CLOUDFLARE INC
-$240.0K
0
-100%
清仓
TROW
PRICE T ROWE GROUP INC
-$238.0K
0
-100%
建仓
HON
HONEYWELL INTL INC
+$231.0K
1,327
清仓
PCY
INVESCO EXCH TRADED FD TR II
-$229.0K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$226.0K
814
清仓
RIO
RIO TINTO PLC
-$222.0K
0
-100%
清仓
VV
VANGUARD INDEX FDS
-$218.0K
0
-100%
建仓
CI
CIGNA CORP NEW
+$216.0K
820
清仓
TGT
TARGET CORP
-$216.0K
0
-100%
减持
CRM
SALESFORCE INC
-$210.0K
4,350
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$207.0K
4,987
+12%
清仓
AVGO
BROADCOM INC
-$207.0K
0
-100%
建仓
IJR
ISHARES TR
+$205.0K
2,220
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC
-$204.0K
0
-100%
清仓
NFLX
NETFLIX INC
-$201.0K
0
-100%
增持
EFA
ISHARES TR
-$195.0K
51,216
+11%
增持
AMT
AMERICAN TOWER CORP NEW
+$194.0K
2,593
+39%
增持
JNJ
JOHNSON & JOHNSON
+$193.0K
16,831
+7%
增持
FTNT
FORTINET INC
-$166.0K
14,120
+400%
增持
DG
DOLLAR GEN CORP NEW
+$165.0K
2,222
+30%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$161.0K
3,382
-7%
减持
IWM
ISHARES TR
-$158.0K
3,615
-4%
增持
PEP
PEPSICO INC
+$152.0K
3,621
+34%
减持
XRAY
DENTSPLY SIRONA INC
-$150.0K
7,701
-11%
增持
META
META PLATFORMS INC
-$147.0K
14,530
+2%
增持
CSCO
CISCO SYS INC
-$145.0K
11,629
+1%
增持
HD
HOME DEPOT INC
+$144.0K
2,230
+43%
增持
ECL
ECOLAB INC
+$142.0K
2,586
+79%
减持
HPQ
HP INC
-$142.0K
8,909
-25%
减持
EMR
EMERSON ELEC CO
-$140.0K
4,293
-13%
增持
SNOW
SNOWFLAKE INC
-$136.0K
1,553
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$134.0K
2,108
+23%
减持
FISV
FISERV INC
-$132.0K
3,619
-19%
增持
QCOM
QUALCOMM INC
-$130.0K
5,515
+1%
增持
ONLN
PROSHARES TR
-$126.0K
9,561
+0%
减持
VIRT
VIRTU FINL INC
-$120.0K
8,554
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$104.0K
5,314
+27%
减持
IVE
ISHARES TR
-$103.0K
3,929
-5%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$99.0K
1,098
-0%
增持
PNC
PNC FINL SVCS GROUP INC
+$99.0K
4,500
+36%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$98.0K
30,003
+28%
减持
PRU
PRUDENTIAL FINL INC
-$92.0K
3,168
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$92.0K
5,410
+5%
增持
DIS
DISNEY WALT CO
-$92.0K
2,575
+5%
增持
SCHA
SCHWAB STRATEGIC TR
-$89.0K
35,073
+14%
增持
V
VISA INC
+$89.0K
6,584
+21%
增持
SCHB
SCHWAB STRATEGIC TR
+$83.0K
14,849
+38%
增持
KMB
KIMBERLY-CLARK CORP
+$81.0K
2,448
+21%
减持
MRSH
MARSH & MCLENNAN COS INC
-$69.0K
3,334
-3%
增持
IWD
ISHARES TR
-$68.0K
4,373
+3%
增持
INTU
INTUIT
-$67.0K
1,005
+6%
增持
PSEC
PROSPECT CAP CORP
-$66.0K
51,361
+0%
减持
ORCL
ORACLE CORP
-$61.0K
4,623
-0%
增持
XYL
XYLEM INC
+$61.0K
4,162
+35%
增持
PM
PHILIP MORRIS INTL INC
+$60.0K
5,019
+8%
减持
USB
US BANCORP DEL
-$60.0K
8,362
-0%
增持
—
EXXON MOBIL CORP
+$59.0K
7,395
+6%
增持
APH
AMPHENOL CORP NEW
-$56.0K
7,256
+5%
减持
LMT
LOCKHEED MARTIN CORP
-$54.0K
3,961
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$54.0K
2,894
+0%
增持
PBA
PEMBINA PIPELINE CORP
+$54.0K
18,766
+16%
增持
TLT
ISHARES TR
+$53.0K
32,300
+115%
减持
ENB
ENBRIDGE INC
-$53.0K
11,237
-2%
增持
SPGI
S&P GLOBAL INC
-$52.0K
1,374
+9%
增持
UNH
UNITEDHEALTH GROUP INC
+$51.0K
1,166
+9%
增持
MA
MASTERCARD INCORPORATED
-$51.0K
2,271
+6%
增持
SPYV
SPDR SER TR
-$49.0K
11,876
+2%
增持
T
AT&T INC
+$48.0K
19,486
+28%
增持
VRSK
VERISK ANALYTICS INC
+$48.0K
2,961
+37%
增持
IT
GARTNER INC
-$46.0K
1,390
+8%
增持
IWB
ISHARES TR
+$45.0K
1,880
+36%
增持
ZTS
ZOETIS INC
+$45.0K
3,933
+18%
增持
LLY
LILLY ELI & CO
+$44.0K
1,153
+0%
减持
VBR
VANGUARD INDEX FDS
-$44.0K
1,379
-3%
增持
GOOGL
ALPHABET INC
-$42.0K
425
+22%
减持
LOAN
MANHATTAN BRDG CAP INC
-$40.0K
31,352
-8%
增持
KO
COCA COLA CO
+$39.0K
11,755
+4%
减持
GIS
GENERAL MLS INC
+$38.0K
4,920
-0%
减持
DUK
DUKE ENERGY CORP NEW
-$38.0K
7,133
-1%
增持
PFE
PFIZER INC
+$38.0K
40,812
+1%
增持
CVX
CHEVRON CORP NEW
-$37.0K
5,043
+7%
减持
GD
GENERAL DYNAMICS CORP
-$37.0K
1,518
-2%
增持
VUG
VANGUARD INDEX FDS
+$36.0K
19,343
+30%
增持
DVY
ISHARES TR
+$34.0K
3,356
+19%
增持
VZ
VERIZON COMMUNICATIONS INC
+$33.0K
11,535
+6%
增持
COST
COSTCO WHSL CORP NEW
+$33.0K
537
+37%
增持
VBK
VANGUARD INDEX FDS
-$32.0K
1,622
+14%
增持
UPS
UNITED PARCEL SERVICE INC
-$32.0K
2,458
+10%
增持
—
LINDE PLC
-$29.0K
1,942
+6%
减持
PSX
PHILLIPS 66
-$26.0K
3,126
-4%
增持
MSFT
MICROSOFT CORP
+$25.0K
11,854
+21%
增持
PG
PROCTER AND GAMBLE CO
+$23.0K
10,861
+8%
减持
SCHD
SCHWAB STRATEGIC TR
-$21.0K
2,982
-0%
增持
ABBV
ABBVIE INC
+$21.0K
3,391
+10%
减持
SO
SOUTHERN CO
-$19.0K
4,308
-4%
增持
TJX
TJX COS INC NEW
+$17.0K
7,608
+13%
增持
COP
CONOCOPHILLIPS
-$16.0K
3,052
+5%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$15.0K
3,555
+8%
增持
CMCSA
COMCAST CORP NEW
-$14.0K
14,926
+16%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$10.0K
2,081
+7%
增持
QQQ
INVESCO QQQ TR
-$10.0K
875
+24%
增持
IWO
ISHARES TR
+$10.0K
2,700
+26%
增持
NEE
NEXTERA ENERGY INC
-$9.0K
5,527
+7%
