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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 20
增持 65
减持 54
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$8.8M
112,713
-66%
减持
IJR
ISHARES TR
-$8.6M
14,685
-86%
减持
SCHG
SCHWAB STRATEGIC TR
+$4.8M
1,270,877
-8%
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
VTV
VANGUARD INDEX FDS
+$3.8M
625,782
+2%
减持
HYMB
SPDR SER TR
-$3.5M
65,134
-68%
减持
VB
VANGUARD INDEX FDS
-$1.9M
3,277
-75%
增持
AAPL
APPLE INC
+$1.5M
44,537
+4%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.5M
91,135
-33%
建仓
IVE
ISHARES TR
+$1.2M
7,722
增持
IVV
ISHARES TR
+$1.2M
7,053
+46%
减持
SPY
SPDR S&P 500 ETF TR
+$1.1M
35,701
-1%
清仓
MUB
ISHARES TR
-$1.1M
0
-100%
增持
INTF
ISHARES TR
+$1.0M
327,560
+12%
减持
SCHA
SCHWAB STRATEGIC TR
-$731.3K
5,287
-77%
减持
SCHV
SCHWAB STRATEGIC TR
-$681.9K
55,881
-17%
增持
SCHD
SCHWAB STRATEGIC TR
+$680.0K
12,428
+309%
增持
—
MODEL N INC
+$633.1K
42,495
+64%
减持
IEMG
ISHARES INC
-$619.5K
49,068
-21%
增持
NVDA
NVIDIA CORPORATION
+$578.0K
3,402
+10%
增持
AMZN
AMAZON COM INC
+$501.3K
13,675
+10%
清仓
EMR
EMERSON ELEC CO
-$482.0K
0
-100%
增持
IWF
ISHARES TR
+$475.8K
3,719
+66%
增持
INTU
INTUIT
+$473.9K
2,324
+75%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$469.9K
6,311
+16%
增持
LLY
LILLY ELI & CO
+$457.5K
1,522
+104%
清仓
TFC
TRUIST FINL CORP
-$415.1K
0
-100%
清仓
VTEB
VANGUARD MUN BD FDS
-$402.7K
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$400.1K
0
-100%
建仓
MCK
MCKESSON CORP
+$368.8K
863
建仓
—
MEDTRONIC PLC
+$347.4K
3,943
建仓
RBLX
ROBLOX CORP
+$317.4K
7,877
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$287.5K
2,777
-8%
增持
MRK
MERCK & CO INC
+$284.2K
20,826
+5%
建仓
HAS
HASBRO INC
+$276.8K
4,274
增持
VYM
VANGUARD WHITEHALL FDS
+$273.4K
4,552
+129%
建仓
—
ASTRAZENECA PLC
+$273.2K
3,817
减持
GOOG
ALPHABET INC
+$266.4K
19,673
-3%
建仓
ISRG
INTUITIVE SURGICAL INC
+$263.0K
769
减持
VONE
VANGUARD SCOTTSDALE FDS
-$262.9K
36,707
-11%
清仓
BIV
VANGUARD BD INDEX FDS
-$245.0K
0
-100%
减持
MSFT
MICROSOFT CORP
+$236.9K
18,728
-12%
建仓
EFX
EQUIFAX INC
+$232.2K
987
建仓
—
EATON CORP PLC
+$230.7K
1,147
减持
PFE
PFIZER INC
-$229.2K
44,825
-2%
减持
INTC
INTEL CORP
-$227.3K
11,068
-39%
清仓
AAP
ADVANCE AUTO PARTS INC
-$226.7K
0
-100%
建仓
LII
LENNOX INTL INC
+$226.3K
694
建仓
JKHY
HENRY JACK & ASSOC INC
+$223.0K
1,333
清仓
ETSY
ETSY INC
-$221.9K
0
-100%
建仓
—
BLACKROCK INC
+$221.9K
321
清仓
—
ASPEN TECHNOLOGY INC
-$221.3K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$219.3K
18,818
+1%
增持
GOOGL
ALPHABET INC
+$219.0K
10,316
+5%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$217.4K
1,882
+3%
建仓
MS
MORGAN STANLEY
+$216.8K
2,538
清仓
DE
DEERE & CO
-$212.2K
0
-100%
建仓
WSO
WATSCO INC
+$211.7K
555
建仓
CRL
CHARLES RIV LABS INTL INC
+$210.3K
1,000
建仓
VV
VANGUARD INDEX FDS
+$209.8K
1,035
建仓
PLD
PROLOGIS INC.
+$208.0K
1,696
建仓
—
LAM RESEARCH CORP
+$207.8K
323
清仓
TGT
TARGET CORP
-$202.0K
0
-100%
建仓
PNW
PINNACLE WEST CAP CORP
+$200.2K
2,458
减持
KHC
KRAFT HEINZ CO
-$199.7K
6,047
-44%
增持
ORCL
ORACLE CORP
+$195.2K
6,790
+3%
减持
VUG
VANGUARD INDEX FDS
+$193.5K
34,172
-10%
减持
PYPL
PAYPAL HLDGS INC
-$187.7K
3,966
-33%
增持
SPGI
S&P GLOBAL INC
+$177.3K
2,205
+8%
增持
V
VISA INC
+$175.2K
9,779
+3%
减持
PBA
PEMBINA PIPELINE CORP
-$173.9K
24,181
-16%
减持
CCI
CROWN CASTLE INC
-$166.0K
2,719
-24%
减持
VOO
VANGUARD INDEX FDS
+$163.8K
18,672
-6%
增持
JPM
JPMORGAN CHASE & CO
+$153.2K
7,056
+5%
增持
UNP
UNION PAC CORP
+$150.9K
3,932
+21%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$149.4K
3,986
+23%
增持
BSY
BENTLEY SYS INC
+$148.5K
7,525
+25%
增持
PG
PROCTER AND GAMBLE CO
+$147.2K
17,083
+4%
减持
DG
DOLLAR GEN CORP NEW
-$143.0K
2,651
-6%
减持
DVY
ISHARES TR
-$140.2K
2,848
-28%
增持
MCD
MCDONALDS CORP
+$131.3K
4,556
+4%
减持
CVX
CHEVRON CORP NEW
-$126.9K
8,489
-5%
增持
AVGO
BROADCOM INC
+$126.3K
544
+1%
减持
META
META PLATFORMS INC
-$124.6K
2,633
-37%
减持
USB
US BANCORP DEL
-$124.4K
10,405
-20%
减持
T
AT&T INC
-$121.1K
25,534
-7%
增持
MA
MASTERCARD INCORPORATED
+$113.0K
3,679
+0%
减持
FTNT
FORTINET INC
+$106.6K
12,982
-1%
增持
AMT
AMERICAN TOWER CORP NEW
+$102.6K
4,292
+20%
增持
IWD
ISHARES TR
+$100.0K
5,764
+8%
减持
WPC
WP CAREY INC
-$94.1K
3,893
-16%
减持
IQLT
ISHARES TR
-$87.9K
87,969
-4%
增持
NFLX
NETFLIX INC
+$87.0K
705
+9%
增持
UNH
UNITEDHEALTH GROUP INC
+$81.3K
1,649
+10%
增持
CRM
SALESFORCE INC
+$80.9K
5,621
+1%
减持
BAC
BANK AMERICA CORP
-$78.5K
8,978
-24%
减持
ECL
ECOLAB INC
+$77.9K
4,444
-2%
增持
MRSH
MARSH & MCLENNAN COS INC
+$76.8K
3,197
+2%
增持
SO
SOUTHERN CO
+$73.7K
7,528
+15%
减持
TSLA
TESLA INC
+$72.8K
3,644
-14%
减持
FISV
FISERV INC
+$72.6K
7,361
-3%
减持
AMGN
AMGEN INC
-$72.0K
2,148
-5%
建仓
OABI
OMNIAB INC
+$71.1K
14,131
减持
HMOP
HARTFORD FDS EXCHANGE TRADED
-$70.4K
20,590
-8%
增持
ZTS
ZOETIS INC
+$70.0K
5,640
+4%
减持
DHR
DANAHER CORPORATION
-$67.7K
5,445
-0%
增持
AMAT
APPLIED MATLS INC
+$67.6K
1,886
+13%
增持
CMCSA
COMCAST CORP NEW
+$66.1K
15,596
+2%
增持
HD
HOME DEPOT INC
+$65.8K
3,046
+2%
减持
PSX
PHILLIPS 66
-$62.5K
5,261
-5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$61.8K
4,876
-10%
减持
GD
GENERAL DYNAMICS CORP
-$59.6K
2,282
-5%
增持
IVW
ISHARES TR
+$59.1K
7,993
+1%
增持
PM
PHILIP MORRIS INTL INC
+$58.4K
7,776
+8%
减持
SEIC
SEI INVTS CO
+$58.3K
98,721
-3%
增持
CAT
CATERPILLAR INC
+$58.3K
1,740
+8%
减持
PRU
PRUDENTIAL FINL INC
-$56.9K
4,112
-19%
增持
HON
HONEYWELL INTL INC
+$54.7K
1,838
+8%
增持
CSCO
CISCO SYS INC
+$53.3K
19,323
+7%
增持
POOL
POOL CORP
+$52.1K
738
+13%
增持
LOW
LOWES COS INC
+$51.9K
1,130
+11%
增持
MDLZ
MONDELEZ INTL INC
+$49.8K
4,568
+12%
增持
NDSN
NORDSON CORP
+$47.4K
1,270
+5%
减持
TJX
TJX COS INC NEW
+$47.2K
12,386
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$46.9K
27,142
+2%
减持
GSK
GSK PLC
-$46.0K
10,697
-11%
减持
GILD
GILEAD SCIENCES INC
-$45.2K
7,024
-1%
增持
GIS
GENERAL MLS INC
-$44.1K
6,485
+2%
增持
AXP
AMERICAN EXPRESS CO
+$43.4K
1,606
+12%
增持
PEP
PEPSICO INC
+$43.2K
4,592
+4%
增持
DUK
DUKE ENERGY CORP NEW
+$43.2K
8,705
+14%
增持
KO
COCA COLA CO
+$41.5K
15,682
+8%
减持
QUAL
ISHARES TR
+$40.3K
10,248
-5%
减持
—
LINDE PLC
+$40.1K
2,730
-3%
增持
ABT
ABBOTT LABS
+$40.0K
3,249
+5%
增持
COP
CONOCOPHILLIPS
+$39.9K
3,530
+7%
减持
SCHB
SCHWAB STRATEGIC TR
+$39.0K
15,032
-3%
增持
PSEC
PROSPECT CAP CORP
-$38.6K
51,748
+0%
减持
ELV
ELEVANCE HEALTH INC
-$37.8K
703
-8%
增持
QCOM
QUALCOMM INC
+$37.5K
2,116
+26%
减持
IJH
ISHARES TR
+$37.2K
5,049
-2%
增持
APD
AIR PRODS & CHEMS INC
+$36.6K
1,983
+2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$36.1K
5,723
-2%
增持
WFC
WELLS FARGO CO NEW
+$35.6K
5,735
+3%
增持
DIS
DISNEY WALT CO
+$35.6K
4,092
+24%
增持
LMT
LOCKHEED MARTIN CORP
-$35.6K
3,664
+1%
减持
VTI
VANGUARD INDEX FDS
-$34.3K
1,245
-18%
增持
WMT
WALMART INC
+$34.2K
1,908
+6%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$33.0K
4,083
+9%
减持
C
CITIGROUP INC
-$31.3K
10,630
-4%
增持
—
COOPER COS INC
+$29.8K
775
+8%
