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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 21
增持 91
减持 29
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$16.8M
1,387,577
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$8.0M
35,936
+106%
减持
IVV
ISHARES TR
-$4.3M
4,836
-70%
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
PG
PROCTER AND GAMBLE CO
-$3.2M
16,444
-56%
增持
MSFT
MICROSOFT CORP
+$2.7M
21,300
+49%
增持
VOO
VANGUARD INDEX FDS
+$2.3M
19,786
+36%
增持
VUG
VANGUARD INDEX FDS
+$2.3M
37,989
+12%
增持
VTV
VANGUARD INDEX FDS
+$2.1M
616,229
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.6M
331,525
+10%
减持
IWF
ISHARES TR
-$1.4M
2,242
-75%
减持
AAPL
APPLE INC
+$1.4M
42,995
-2%
增持
IJR
ISHARES TR
+$1.1M
103,999
+10%
减持
LNC
LINCOLN NATL CORP IND
-$1.1M
19,318
-60%
增持
GOOG
ALPHABET INC
+$1.0M
20,322
+66%
建仓
—
LINDE PLC
+$1.0M
2,814
清仓
—
LINDE PLC
-$845.8K
0
-100%
清仓
IVE
ISHARES TR
-$688.4K
0
-100%
建仓
INTC
INTEL CORP
+$597.5K
18,288
减持
INTF
ISHARES TR
+$546.3K
293,452
-0%
增持
IJH
ISHARES TR
+$517.9K
5,129
+62%
减持
IWM
ISHARES TR
-$509.7K
3,360
-47%
增持
TSLA
TESLA INC
+$506.7K
4,247
+40%
建仓
IVW
ISHARES TR
+$504.3K
7,892
增持
VZ
VERIZON COMMUNICATIONS INC
+$434.7K
25,354
+81%
建仓
BIL
SPDR SER TR
+$429.8K
4,681
增持
NVDA
NVIDIA CORPORATION
+$424.7K
3,100
+4%
增持
ECL
ECOLAB INC
+$413.5K
4,542
+95%
增持
CRM
SALESFORCE INC
+$387.8K
5,539
+2%
增持
PFE
PFIZER INC
-$377.2K
45,915
+5%
减持
VTI
VANGUARD INDEX FDS
-$377.0K
1,512
-58%
增持
AMZN
AMAZON COM INC
+$376.3K
12,406
+15%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$360.9K
0
-100%
清仓
IWB
ISHARES TR
-$357.0K
0
-100%
清仓
IWO
ISHARES TR
-$344.7K
0
-100%
减持
META
META PLATFORMS INC
+$333.7K
4,153
-9%
增持
IQLT
ISHARES TR
+$327.9K
91,208
+2%
增持
ZTS
ZOETIS INC
+$318.7K
5,416
+36%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$309.4K
3,013
+16%
减持
SCHF
SCHWAB STRATEGIC TR
+$307.4K
136,402
-1%
增持
V
VISA INC
+$300.4K
9,523
+7%
增持
GOOGL
ALPHABET INC
+$286.5K
9,793
+18%
清仓
WRB
BERKLEY W R CORP
-$265.1K
0
-100%
建仓
BSY
BENTLEY SYS INC
+$259.6K
6,039
建仓
SITE
SITEONE LANDSCAPE SUPPLY INC
+$258.8K
1,891
减持
VONE
VANGUARD SCOTTSDALE FDS
+$255.8K
41,118
-3%
增持
CMCSA
COMCAST CORP NEW
+$244.4K
15,350
+59%
建仓
—
ACCENTURE PLC IRELAND
+$243.8K
853
建仓
TER
TERADYNE INC
+$238.8K
2,222
增持
JNJ
JOHNSON & JOHNSON
-$235.3K
18,680
+5%
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$227.2K
2,752
建仓
AAP
ADVANCE AUTO PARTS INC
+$226.7K
1,864
减持
SEIC
SEI INVTS CO
-$225.1K
101,259
-2%
建仓
POOL
POOL CORP
+$224.4K
655
建仓
NFLX
NETFLIX INC
+$223.5K
647
建仓
—
ASPEN TECHNOLOGY INC
+$221.3K
967
建仓
ANSS
ANSYS INC
+$220.0K
661
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$216.6K
681
建仓
QCOM
QUALCOMM INC
+$214.4K
1,680
建仓
QQQ
INVESCO QQQ TR
+$214.1K
667
建仓
WFC
WELLS FARGO CO NEW
+$209.1K
5,595
清仓
CRL
CHARLES RIV LABS INTL INC
-$208.3K
0
-100%
清仓
IEFA
ISHARES TR
-$207.7K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$204.9K
1,668
建仓
LOW
LOWES COS INC
+$203.1K
1,016
建仓
TGT
TARGET CORP
+$202.0K
1,219
增持
MA
MASTERCARD INCORPORATED
+$197.9K
3,670
+12%
增持
FISV
FISERV INC
+$196.9K
7,573
+16%
减持
FTNT
FORTINET INC
+$188.8K
13,162
-6%
增持
INTU
INTUIT
+$185.4K
1,326
+27%
增持
ORCL
ORACLE CORP
+$179.9K
6,601
+24%
增持
C
CITIGROUP INC
+$177.0K
11,106
+46%
增持
VRSK
VERISK ANALYTICS INC
+$172.5K
4,361
+16%
增持
MCD
MCDONALDS CORP
+$169.2K
4,393
+9%
增持
UPS
UNITED PARCEL SERVICE INC
+$168.5K
4,567
+11%
增持
PYPL
PAYPAL HLDGS INC
+$168.4K
5,957
+49%
增持
CCI
CROWN CASTLE INC
+$166.7K
3,555
+56%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$164.5K
1,824
+14%
清仓
LOAN
MANHATTAN BRDG CAP INC
-$163.0K
0
-100%
增持
APH
AMPHENOL CORP NEW
+$147.3K
11,021
+11%
增持
TFC
TRUIST FINL CORP
+$137.4K
12,172
+89%
增持
SPGI
S&P GLOBAL INC
+$127.2K
2,050
+18%
增持
CSCO
CISCO SYS INC
+$127.1K
18,106
+5%
增持
JPM
JPMORGAN CHASE & CO
+$125.0K
6,700
+20%
增持
DIS
DISNEY WALT CO
+$120.6K
3,293
+37%
减持
IEMG
ISHARES INC
-$116.9K
62,269
-8%
增持
DHR
DANAHER CORPORATION
+$114.2K
5,453
+15%
增持
PNC
PNC FINL SVCS GROUP INC
-$113.1K
4,689
+4%
减持
DG
DOLLAR GEN CORP NEW
-$112.5K
2,818
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$110.8K
5,448
+7%
增持
VB
VANGUARD INDEX FDS
+$105.1K
13,358
+1%
减持
SCHA
SCHWAB STRATEGIC TR
-$104.8K
22,964
-13%
增持
AMGN
AMGEN INC
+$104.2K
2,271
+34%
增持
GIS
GENERAL MLS INC
+$98.7K
6,336
+20%
减持
COP
CONOCOPHILLIPS
-$96.6K
3,284
-8%
增持
PBA
PEMBINA PIPELINE CORP
+$91.8K
28,833
+16%
减持
MRK
MERCK & CO INC
-$91.2K
19,917
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$89.7K
26,711
+0%
增持
AMT
AMERICAN TOWER CORP NEW
+$89.3K
3,572
+18%
增持
ENB
ENBRIDGE INC
+$89.1K
14,790
+22%
减持
UNH
UNITEDHEALTH GROUP INC
-$88.9K
1,505
-0%
减持
EMR
EMERSON ELEC CO
-$87.5K
5,532
-7%
增持
SO
SOUTHERN CO
+$87.2K
6,540
+27%
增持
VTEB
VANGUARD MUN BD FDS
+$86.7K
7,949
+24%
增持
CVX
CHEVRON CORP NEW
-$84.0K
8,964
+4%
增持
AVGO
BROADCOM INC
+$83.2K
538
+15%
增持
HYMB
SPDR SER TR
+$77.8K
206,359
+99%
增持
CI
THE CIGNA GROUP
-$72.8K
1,001
+1%
增持
CAT
CATERPILLAR INC
+$72.3K
1,616
+30%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$72.0K
5,859
+11%
增持
—
EXXON MOBIL CORP
+$68.1K
12,492
+6%
增持
COST
COSTCO WHSL CORP NEW
+$67.6K
552
+22%
减持
QUAL
ISHARES TR
+$63.6K
10,816
-4%
增持
PSX
PHILLIPS 66
+$60.0K
5,566
+15%
增持
EEM
ISHARES TR
+$57.9K
16,460
+5%
减持
LLY
LILLY ELI & CO
-$57.5K
747
-13%
增持
GILD
GILEAD SCIENCES INC
+$55.4K
7,069
+14%
增持
WMT
WALMART INC
+$54.8K
1,802
+21%
增持
—
COOPER COS INC
+$54.1K
716
+11%
增持
GSK
GSK PLC
+$53.7K
12,009
+13%
增持
GD
GENERAL DYNAMICS CORP
+$51.5K
2,412
+20%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$49.9K
5,391
-8%
增持
ITOT
ISHARES TR
+$46.8K
4,782
+5%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$46.0K
11,571
+22%
减持
SCHB
SCHWAB STRATEGIC TR
+$45.0K
15,427
-0%
增持
T
AT&T INC
+$43.5K
27,448
+4%
增持
BIV
VANGUARD BD INDEX FDS
+$42.7K
3,192
+17%
增持
PRU
PRUDENTIAL FINL INC
+$42.2K
5,072
+34%
增持
HD
HOME DEPOT INC
+$41.2K
2,983
+12%
增持
IT
GARTNER INC
+$41.2K
2,125
+10%
增持
MUB
ISHARES TR
+$39.5K
9,978
+2%
增持
MRSH
MARSH & MCLENNAN COS INC
+$39.3K
3,149
+7%
增持
DUK
DUKE ENERGY CORP NEW
-$37.3K
7,650
+2%
增持
APD
AIR PRODS & CHEMS INC
-$37.3K
1,940
+1%
减持
SCHX
SCHWAB STRATEGIC TR
+$32.5K
10,527
-0%
增持
NEE
NEXTERA ENERGY INC
-$31.9K
5,609
+1%
增持
PM
PHILIP MORRIS INTL INC
+$31.0K
7,205
+9%
减持
IWD
ISHARES TR
-$29.9K
5,318
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$29.1K
7,202
+4%
增持
VBK
VANGUARD INDEX FDS
+$28.0K
1,710
+0%
增持
HON
HONEYWELL INTL INC
-$27.9K
1,709
+3%
增持
ELV
ELEVANCE HEALTH INC
-$27.9K
761
+3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$27.8K
1,117
-3%
增持
MDLZ
MONDELEZ INTL INC
+$27.1K
4,065
+6%
增持
KHC
KRAFT HEINZ CO
+$26.7K
10,716
+13%
增持
ABT
ABBOTT LABS
-$21.2K
3,103
+2%
减持
AXP
AMERICAN EXPRESS CO
+$20.7K
1,434
-2%
增持
UNP
UNION PAC CORP
+$20.7K
3,248
+6%
增持
SCHV
SCHWAB STRATEGIC TR
-$20.2K
67,566
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$19.7K
3,643
+4%
减持
EFA
ISHARES TR
+$19.7K
26,553
-7%
