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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 15
增持 96
减持 24
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
IUSB
ISHARES TR
-$24.6M
23,134
-96%
增持
VTV
VANGUARD INDEX FDS
+$18.1M
487,621
+53%
增持
SCHG
SCHWAB STRATEGIC TR
+$4.7M
1,028,476
+13%
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。
增持
MUB
ISHARES TR
+$2.3M
62,878
+63%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.3M
73,162
-39%
减持
IEMG
ISHARES INC
-$1.4M
66,543
-23%
增持
QUAL
ISHARES TR
-$1.4M
241,470
+2%
增持
QQQ
INVESCO QQQ TR
+$1.3M
5,633
+544%
增持
SCHV
SCHWAB STRATEGIC TR
+$1.2M
75,081
+47%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.2M
167,402
+48%
减持
IQLT
ISHARES TR
-$1.0M
88,277
-22%
减持
EFA
ISHARES TR
-$873.0K
41,544
-19%
增持
VUG
VANGUARD INDEX FDS
+$806.0K
23,915
+24%
建仓
AGG
ISHARES TR
+$763.0K
7,923
清仓
QCOM
QUALCOMM INC
-$704.0K
0
-100%
增持
HYMB
SPDR SER TR
+$683.0K
51,767
+48%
清仓
—
GSK PLC
-$582.0K
0
-100%
增持
IVE
ISHARES TR
+$563.0K
8,584
+118%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$489.0K
20,228
-33%
减持
SCHA
SCHWAB STRATEGIC TR
-$472.0K
23,669
-33%
减持
SPY
SPDR S&P 500 ETF TR
-$457.0K
17,229
-2%
建仓
APD
AIR PRODS & CHEMS INC
+$450.0K
1,934
增持
EEM
ISHARES TR
+$447.0K
23,308
+155%
清仓
SPYV
SPDR SER TR
-$437.0K
0
-100%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$437.0K
41,529
-1%
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$415.0K
0
-100%
清仓
IWB
ISHARES TR
-$391.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$391.0K
8,165
+24%
增持
CVX
CHEVRON CORP NEW
+$349.0K
7,508
+49%
减持
IWO
ISHARES TR
-$337.0K
1,063
-61%
建仓
ELV
ELEVANCE HEALTH INC
+$331.0K
730
清仓
KMB
KIMBERLY-CLARK CORP
-$331.0K
0
-100%
增持
PFE
PFIZER INC
-$326.0K
41,464
+2%
增持
AAPL
APPLE INC
+$323.0K
47,359
+4%
减持
HMOP
HARTFORD FDS EXCHANGE TRADED
-$319.0K
9,689
-46%
清仓
ONLN
PROSHARES TR
-$311.0K
0
-100%
清仓
VOOV
VANGUARD ADMIRAL FDS INC
-$304.0K
0
-100%
建仓
GSK
GSK PLC
+$303.0K
10,294
减持
CMCSA
COMCAST CORP NEW
-$298.0K
9,835
-34%
增持
TJX
TJX COS INC NEW
+$295.0K
11,594
+52%
清仓
QRVO
QORVO INC
-$295.0K
0
-100%
建仓
LPLA
LPL FINL HLDGS INC
+$293.0K
1,341
建仓
ABT
ABBOTT LABS
+$290.0K
2,998
增持
DHR
DANAHER CORPORATION
+$276.0K
4,763
+27%
清仓
XRAY
DENTSPLY SIRONA INC
-$275.0K
0
-100%
减持
IWF
ISHARES TR
-$266.0K
5,231
-16%
增持
SEIC
SEI INVTS CO
-$246.0K
95,723
+5%
建仓
C
CITIGROUP INC
+$239.0K
5,734
建仓
NDSN
NORDSON CORP
+$238.0K
1,121
增持
FISV
FISERV INC
+$235.0K
5,956
+65%
建仓
WRB
BERKLEY W R CORP
+$222.0K
3,441
增持
—
EXXON MOBIL CORP
+$222.0K
9,797
+32%
建仓
ACWX
ISHARES TR
+$221.0K
5,522
建仓
TFC
TRUIST FINL CORP
+$219.0K
5,029
清仓
SNOW
SNOWFLAKE INC
-$216.0K
0
-100%
建仓
FXB
INVESCO CURRENCYSHARES BRIT
+$215.0K
2,006
清仓
TXN
TEXAS INSTRS INC
-$214.0K
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR
-$214.0K
0
-100%
建仓
SDY
SPDR SER TR
+$204.0K
1,825
清仓
VIRT
VIRTU FINL INC
-$200.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$199.0K
17,074
+1%
减持
IVV
ISHARES TR
-$187.0K
3,882
-7%
减持
LNC
LINCOLN NATL CORP IND
-$174.0K
48,284
-2%
增持
IT
GARTNER INC
+$168.0K
1,823
+31%
增持
AMZN
AMAZON COM INC
+$168.0K
11,480
+8%
增持
APH
AMPHENOL CORP NEW
+$157.0K
9,316
+28%
增持
UPS
UNITED PARCEL SERVICE INC
+$149.0K
3,700
+51%
增持
XYL
XYLEM INC
+$142.0K
5,341
+28%
减持
INTC
INTEL CORP
-$140.0K
7,993
-14%
增持
PSX
PHILLIPS 66
+$136.0K
4,851
+55%
增持
ECL
ECOLAB INC
+$134.0K
3,686
+43%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$131.0K
4,967
+47%
增持
MA
MASTERCARD INCORPORATED
+$131.0K
2,983
+31%
增持
CSCO
CISCO SYS INC
+$130.0K
15,643
+35%
增持
PG
PROCTER AND GAMBLE CO
+$129.0K
13,396
+23%
增持
LMT
LOCKHEED MARTIN CORP
-$118.0K
4,103
+4%
增持
VRSK
VERISK ANALYTICS INC
+$118.0K
3,701
+25%
增持
VZ
VERIZON COMMUNICATIONS INC
-$116.0K
12,359
+7%
增持
FHN
FIRST HORIZON CORPORATION
+$114.0K
18,242
+31%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$113.0K
2,480
+18%
增持
DG
DOLLAR GEN CORP NEW
+$109.0K
2,728
+23%
增持
V
VISA INC
+$99.0K
7,850
+19%
增持
HD
HOME DEPOT INC
+$94.0K
2,559
+15%
减持
NVDA
NVIDIA CORPORATION
-$94.0K
2,613
-4%
增持
CRM
SALESFORCE INC
+$93.0K
5,641
+30%
增持
GILD
GILEAD SCIENCES INC
+$80.0K
6,093
+27%
建仓
HLN
HALEON PLC
+$79.0K
12,930
增持
MSFT
MICROSOFT CORP
+$79.0K
13,408
+13%
增持
GOOGL
ALPHABET INC
-$73.0K
8,921
+1999%
增持
—
LINDE PLC
+$72.0K
2,336
+20%
增持
TLT
ISHARES TR
-$71.0K
34,000
+5%
增持
IWD
ISHARES TR
+$71.0K
5,185
+19%
增持
T
AT&T INC
-$65.0K
22,371
+15%
增持
COP
CONOCOPHILLIPS
+$65.0K
3,313
+9%
增持
DUK
DUKE ENERGY CORP NEW
-$63.0K
7,542
+6%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$52.0K
1,273
+16%
增持
MRSH
MARSH & MCLENNAN COS INC
+$52.0K
3,818
+15%
增持
DIS
DISNEY WALT CO
+$52.0K
3,132
+22%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$50.0K
3,572
+0%
增持
GD
GENERAL DYNAMICS CORP
+$50.0K
1,821
+20%
增持
ABBV
ABBVIE INC
-$50.0K
3,497
+3%
增持
SCHB
SCHWAB STRATEGIC TR
+$48.0K
16,755
+13%
增持
HPQ
HP INC
-$48.0K
9,807
+10%
增持
USB
US BANCORP DEL
+$47.0K
10,710
+28%
增持
KO
COCA COLA CO
-$45.0K
12,401
+5%
增持
INTU
INTUIT
+$44.0K
1,112
+11%
增持
MRK
MERCK & CO INC
+$44.0K
20,729
+9%
增持
ZTS
ZOETIS INC
-$42.0K
4,277
+9%
减持
SCHX
SCHWAB STRATEGIC TR
-$41.0K
9,191
-5%
减持
META
META PLATFORMS INC
-$40.0K
4,093
-72%
增持
PSEC
PROSPECT CAP CORP
-$40.0K
51,449
+0%
增持
BAC
BK OF AMERICA CORP
+$38.0K
10,398
+17%
减持
IWM
ISHARES TR
-$35.0K
3,501
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$34.0K
5,278
-1%
增持
ORCL
ORACLE CORP
-$33.0K
4,747
+3%
增持
TSLA
TESLA INC
-$32.0K
3,801
+146%
增持
SPGI
S&P GLOBAL INC
+$31.0K
1,617
+18%
增持
PBA
PEMBINA PIPELINE CORP
-$30.0K
20,831
+11%
减持
DGRW
WISDOMTREE TR
-$29.0K
6,235
-2%
增持
PNC
PNC FINL SVCS GROUP INC
-$29.0K
4,560
+1%
增持
UNP
UNION PAC CORP
-$29.0K
2,981
+4%
建仓
—
AMTD IDEA GROUP
+$28.0K
23,880
增持
IJH
ISHARES TR
+$26.0K
3,169
+7%
增持
AMGN
AMGEN INC
+$26.0K
1,429
+18%
增持
GIS
GENERAL MLS INC
+$24.0K
5,152
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$23.0K
5,013
+1%
增持
VB
VANGUARD INDEX FDS
-$20.0K
15,643
+2%
增持
NEE
NEXTERA ENERGY INC
+$18.0K
5,690
+3%
增持
PEP
PEPSICO INC
+$17.0K
3,799
+5%
减持
COST
COSTCO WHSL CORP NEW
-$17.0K
511
-5%
清仓
CCO
CLEAR CHANNEL OUTDOOR HLDGS
-$16.0K
0
-100%
增持
DVY
ISHARES TR
+$16.0K
3,835
+14%
增持
ENB
ENBRIDGE INC
-$15.0K
12,389
+10%
增持
CI
CIGNA CORP NEW
+$14.0K
828
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$13.0K
6,321
+17%
增持
HON
HONEYWELL INTL INC
+$13.0K
1,458
+10%
增持
—
CEDAR FAIR L P
-$12.0K
5,068
+1%
增持
JPM
JPMORGAN CHASE & CO
+$12.0K
5,821
+10%
增持
PRU
PRUDENTIAL FINL INC
+$11.0K
3,659
+15%
减持
LLY
LILLY ELI & CO
-$11.0K
1,124
-3%
增持
GOOG
ALPHABET INC
+$10.0K
14,957
+2191%
增持
WPC
WP CAREY INC
-$9.0K
3,979
+15%
增持
PM
PHILIP MORRIS INTL INC
+$8.0K
6,075
+21%
增持
IJR
ISHARES TR
+$8.0K
2,440
+10%
增持
SO
SOUTHERN CO
+$8.0K
4,637
+8%
增持
UNH
UNITEDHEALTH GROUP INC
+$7.0K
1,199
+3%
增持
—
ACCENTURE PLC IRELAND
-$6.0K
856
+5%
增持
VBR
VANGUARD INDEX FDS
+$6.0K
1,487
+8%
增持
CCI
CROWN CASTLE INC
+$5.0K
2,457
+18%
增持
VBK
VANGUARD INDEX FDS
+$5.0K
1,664
+3%
