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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 24
增持 83
减持 33
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
QUAL
ISHARES TR
-$23.8M
11,217
-95%
增持
VTV
VANGUARD INDEX FDS
+$22.8M
591,452
+21%
增持
SCHG
SCHWAB STRATEGIC TR
+$16.2M
1,325,418
+29%
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
VWO
VANGUARD INTL EQUITY INDEX F
+$9.1M
301,984
+313%
增持
IJR
ISHARES TR
+$8.7M
94,238
+3762%
建仓
INTF
ISHARES TR
+$7.2M
293,782
减持
MUB
ISHARES TR
-$5.4M
9,813
-84%
增持
IVV
ISHARES TR
+$4.9M
16,384
+322%
增持
PG
PROCTER AND GAMBLE CO
+$3.9M
37,175
+178%
增持
HYMB
SPDR SER TR
+$2.6M
103,930
+101%
增持
VOO
VANGUARD INDEX FDS
+$2.4M
14,502
+78%
增持
VUG
VANGUARD INDEX FDS
+$2.1M
33,800
+41%
清仓
QQQ
INVESCO QQQ TR
-$1.5M
0
-100%
增持
SEIC
SEI INVTS CO
+$1.4M
103,817
+8%
清仓
IUSB
ISHARES TR
-$1.0M
0
-100%
增持
IWF
ISHARES TR
+$841.0K
9,065
+73%
减持
AAPL
APPLE INC
-$816.4K
44,090
-7%
清仓
AGG
ISHARES TR
-$763.0K
0
-100%
减持
TSLA
TESLA INC
-$633.7K
3,039
-20%
增持
LNC
LINCOLN NATL CORP IND
-$630.8K
48,475
+0%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$620.8K
42,499
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$533.2K
17,486
+1%
增持
IWM
ISHARES TR
+$532.1K
6,361
+82%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$500.9K
22,735
+135%
增持
CVX
CHEVRON CORP NEW
+$467.6K
8,617
+15%
增持
V
VISA INC
+$451.6K
8,888
+13%
减持
EFA
ISHARES TR
-$447.6K
28,632
-31%
增持
—
EXXON MOBIL CORP
+$446.8K
11,802
+20%
增持
IQLT
ISHARES TR
+$439.7K
89,278
+1%
增持
PFE
PFIZER INC
+$436.6K
43,922
+6%
减持
MRK
MERCK & CO INC
+$425.2K
19,920
-4%
清仓
FHN
FIRST HORIZON CORPORATION
-$418.0K
0
-100%
减持
IVE
ISHARES TR
-$414.6K
4,745
-45%
减持
AMZN
AMAZON COM INC
-$391.9K
10,775
-6%
建仓
KHC
KRAFT HEINZ CO
+$387.7K
9,523
建仓
ITOT
ISHARES TR
+$386.3K
4,555
增持
VEA
VANGUARD TAX-MANAGED FDS
+$381.9K
26,611
+32%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$360.9K
815
建仓
IWB
ISHARES TR
+$357.0K
1,696
减持
GOOG
ALPHABET INC
-$354.7K
12,209
-18%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$354.1K
9,478
增持
JNJ
JOHNSON & JOHNSON
+$341.6K
17,722
+4%
增持
MCD
MCDONALDS CORP
+$340.1K
4,019
+29%
建仓
RIO
RIO TINTO PLC
+$332.8K
4,674
建仓
VTEB
VANGUARD MUN BD FDS
+$316.0K
6,385
建仓
CAT
CATERPILLAR INC
+$297.5K
1,242
增持
MSFT
MICROSOFT CORP
+$295.3K
14,253
+6%
增持
IEMG
ISHARES INC
+$295.0K
67,559
+2%
增持
MA
MASTERCARD INCORPORATED
+$287.9K
3,267
+10%
建仓
PYPL
PAYPAL HLDGS INC
+$284.0K
3,987
清仓
—
BGC PARTNERS INC
-$282.0K
0
-100%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$276.4K
1,157
减持
SCHF
SCHWAB STRATEGIC TR
-$269.7K
137,825
-18%
增持
TJX
TJX COS INC NEW
+$265.7K
12,383
+7%
建仓
AVGO
BROADCOM INC
+$262.2K
469
建仓
MDLZ
MONDELEZ INTL INC
+$256.4K
3,846
增持
ABBV
ABBVIE INC
+$252.2K
4,462
+28%
减持
VB
VANGUARD INDEX FDS
-$247.0K
13,223
-15%
清仓
HPQ
HP INC
-$244.0K
0
-100%
建仓
ETSY
ETSY INC
+$239.7K
2,001
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$232.4K
5,087
+1%
建仓
SCHD
SCHWAB STRATEGIC TR
+$225.3K
2,982
增持
EMR
EMERSON ELEC CO
+$224.5K
5,929
+26%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$222.2K
6,908
+9%
减持
EEM
ISHARES TR
-$221.4K
15,610
-33%
清仓
ACWX
ISHARES TR
-$221.0K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$220.0K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$215.8K
1,461
增持
—
LINDE PLC
+$215.8K
2,593
+11%
建仓
DE
DEERE & CO
+$215.2K
502
建仓
—
COOPER COS INC
+$213.3K
645
建仓
WMT
WALMART INC
+$210.9K
1,487
增持
PBA
PEMBINA PIPELINE CORP
+$209.4K
24,813
+19%
建仓
VYM
VANGUARD WHITEHALL FDS
+$208.9K
1,931
建仓
CRL
CHARLES RIV LABS INTL INC
+$208.3K
956
建仓
IEFA
ISHARES TR
+$207.7K
3,369
清仓
INTC
INTEL CORP
-$206.0K
0
-100%
建仓
EXPO
EXPONENT INC
+$203.8K
2,057
增持
KO
COCA COLA CO
+$202.2K
14,105
+14%
建仓
BIV
VANGUARD BD INDEX FDS
+$202.2K
2,721
增持
UNH
UNITEDHEALTH GROUP INC
+$194.3K
1,510
+26%
减持
ECL
ECOLAB INC
-$193.7K
2,324
-37%
增持
CSCO
CISCO SYS INC
+$193.3K
17,199
+10%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$188.4K
1,600
+26%
增持
PEP
PEPSICO INC
+$186.9K
4,467
+18%
增持
SCHA
SCHWAB STRATEGIC TR
+$172.7K
26,356
+11%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$169.1K
2,591
+4%
增持
PM
PHILIP MORRIS INTL INC
+$165.7K
6,617
+9%
增持
GILD
GILEAD SCIENCES INC
+$155.1K
6,186
+2%
增持
IT
GARTNER INC
+$147.1K
1,937
+6%
减持
APD
AIR PRODS & CHEMS INC
+$144.5K
1,929
-0%
增持
ORCL
ORACLE CORP
+$143.4K
5,303
+12%
增持
T
AT&T INC
+$141.9K
26,338
+18%
减持
JPM
JPMORGAN CHASE & CO
+$140.1K
5,579
-4%
增持
IWD
ISHARES TR
+$134.6K
5,537
+7%
增持
HD
HOME DEPOT INC
+$133.3K
2,657
+4%
增持
APH
AMPHENOL CORP NEW
+$129.3K
9,894
+6%
增持
IWO
ISHARES TR
+$124.7K
1,607
+51%
减持
GOOGL
ALPHABET INC
-$123.7K
8,266
-7%
增持
AMGN
AMGEN INC
+$122.8K
1,694
+19%
增持
UPS
UNITED PARCEL SERVICE INC
+$119.5K
4,128
+12%
增持
NVDA
NVIDIA CORPORATION
+$119.3K
2,986
+14%
减持
LMT
LOCKHEED MARTIN CORP
+$117.6K
3,500
-15%
增持
GD
GENERAL DYNAMICS CORP
+$113.0K
2,011
+10%
减持
PSX
PHILLIPS 66
+$112.4K
4,846
-0%
增持
HON
HONEYWELL INTL INC
+$110.7K
1,655
+14%
增持
C
CITIGROUP INC
+$104.8K
7,600
+33%
增持
FISV
FISERV INC
+$102.1K
6,521
+9%
减持
XYL
XYLEM INC
+$100.2K
5,130
-4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$100.1K
3,234
+12%
增持
CI
CIGNA CORP NEW
+$98.5K
992
+20%
减持
CRM
SALESFORCE INC
-$92.2K
5,421
-4%
增持
VBR
VANGUARD INDEX FDS
+$90.5K
1,911
+29%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$90.1K
5,255
+6%
增持
SCHX
SCHWAB STRATEGIC TR
+$87.7K
10,558
+15%
减持
DIS
DISNEY WALT CO
-$85.9K
2,407
-23%
增持
SPGI
S&P GLOBAL INC
+$85.5K
1,730
+7%
减持
MRSH
MARSH & MCLENNAN COS INC
-$84.9K
2,932
-23%
增持
COP
CONOCOPHILLIPS
+$83.5K
3,580
+8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$82.3K
13,992
+13%
减持
LPLA
LPL FINL HLDGS INC
-$77.5K
997
-26%
减持
—
MODEL N INC
+$74.7K
25,980
-9%
减持
DUK
DUKE ENERGY CORP NEW
+$73.3K
7,528
-0%
增持
WPC
WP CAREY INC
+$70.7K
4,462
+12%
增持
GSK
GSK PLC
+$70.5K
10,630
+3%
减持
IJH
ISHARES TR
+$70.2K
3,163
-0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$68.4K
3,571
-0%
增持
VTI
VANGUARD INDEX FDS
+$67.6K
3,586
+4%
增持
PRU
PRUDENTIAL FINL INC
+$63.4K
3,795
+4%
增持
DVY
ISHARES TR
+$61.2K
3,916
+2%
增持
TFC
TRUIST FINL CORP
+$58.7K
6,453
+28%
减持
SCHV
SCHWAB STRATEGIC TR
+$58.2K
67,423
-10%
增持
SO
SOUTHERN CO
+$52.9K
5,152
+11%
增持
UNP
UNION PAC CORP
+$52.0K
3,057
+3%
增持
DG
DOLLAR GEN CORP NEW
+$51.7K
2,866
+5%
减持
ZTS
ZOETIS INC
-$51.3K
3,976
-7%
增持
SDY
SPDR SER TR
+$50.1K
2,031
+11%
减持
CMCSA
COMCAST CORP NEW
+$49.5K
9,651
-2%
减持
LLY
LILLY ELI & CO
-$49.1K
858
-24%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$48.5K
5,887
+12%
增持
GIS
GENERAL MLS INC
+$47.7K
5,280
+2%
增持
ELV
ELEVANCE HEALTH INC
+$47.0K
737
+1%
减持
CCI
CROWN CASTLE INC
-$45.9K
2,279
-7%
增持
ABT
ABBOTT LABS
+$45.4K
3,055
+2%
增持
WRB
BERKLEY W R CORP
+$43.1K
3,652
+6%
增持
PSEC
PROSPECT CAP CORP
+$41.3K
51,543
+0%
增持
BAC
BANK AMERICA CORP
+$38.3K
10,638
+2%
清仓
TLT
ISHARES TR
-$37.0K
0
-100%
增持
NDSN
NORDSON CORP
+$36.4K
1,154
+3%
减持
COST
COSTCO WHSL CORP NEW
-$34.2K
453
-11%
