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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 5
增持 64
减持 65
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
SCHG
SCHWAB STRATEGIC TR
-$5.4M
1,234,934
-3%
增持
VTV
VANGUARD INDEX FDS
+$1.5M
655,367
+5%
增持
AMZN
AMAZON COM INC
+$1.2M
23,488
+72%
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
AAPL
APPLE INC
-$1.1M
43,802
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$699.0K
35,385
-1%
减持
MSFT
MICROSOFT CORP
-$650.6K
18,137
-3%
增持
INTF
ISHARES TR
+$549.6K
360,985
+10%
减持
—
MODEL N INC
-$535.4K
39,623
-7%
减持
IVV
ISHARES TR
-$520.2K
6,109
-13%
减持
VUG
VANGUARD INDEX FDS
-$507.6K
33,645
-2%
增持
TSLA
TESLA INC
+$505.9K
5,834
+60%
清仓
LNC
LINCOLN NATL CORP IND
-$497.6K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$480.1K
129,182
+15%
增持
CRM
SALESFORCE INC
+$471.5K
8,181
+46%
减持
AMT
AMERICAN TOWER CORP NEW
-$419.9K
2,509
-42%
增持
SEIC
SEI INVTS CO
+$373.7K
103,925
+5%
建仓
IWB
ISHARES TR
+$356.4K
1,517
建仓
—
LYONDELLBASELL INDUSTRIES N
+$325.1K
3,433
减持
VOO
VANGUARD INDEX FDS
-$317.4K
18,557
-1%
减持
MRK
MERCK & CO INC
-$316.0K
20,273
-3%
清仓
CCI
CROWN CASTLE INC
-$309.8K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$300.1K
21,667
-20%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$295.1K
36,493
-1%
减持
SCHV
SCHWAB STRATEGIC TR
-$271.2K
53,953
-3%
增持
GOOG
ALPHABET INC
+$264.6K
20,056
+2%
清仓
WPC
WP CAREY INC
-$263.0K
0
-100%
减持
DG
DOLLAR GEN CORP NEW
-$235.7K
2,026
-24%
清仓
EFX
EQUIFAX INC
-$232.2K
0
-100%
清仓
IBKR
INTERACTIVE BROKERS GROUP IN
-$231.8K
0
-100%
减持
FISV
FISERV INC
-$223.4K
6,243
-15%
清仓
JKHY
HENRY JACK & ASSOC INC
-$223.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$219.4K
18,589
-1%
清仓
KHC
KRAFT HEINZ CO
-$214.7K
0
-100%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$212.4K
0
-100%
清仓
CRL
CHARLES RIV LABS INTL INC
-$210.3K
0
-100%
清仓
VV
VANGUARD INDEX FDS
-$209.8K
0
-100%
建仓
EMR
EMERSON ELEC CO
+$209.4K
2,169
清仓
PLD
PROLOGIS INC.
-$208.0K
0
-100%
清仓
—
LAM RESEARCH CORP
-$207.8K
0
-100%
清仓
EXPO
EXPONENT INC
-$204.3K
0
-100%
清仓
—
CEDAR FAIR L P
-$202.6K
0
-100%
清仓
PNW
PINNACLE WEST CAP CORP
-$200.2K
0
-100%
减持
IEMG
ISHARES INC
-$193.9K
46,746
-5%
增持
PSX
PHILLIPS 66
+$185.7K
5,722
+9%
增持
—
EXXON MOBIL CORP
+$182.4K
13,060
+4%
增持
LMT
LOCKHEED MARTIN CORP
-$179.3K
3,686
+1%
增持
CVX
CHEVRON CORP NEW
+$178.1K
8,977
+6%
减持
GIS
GENERAL MLS INC
-$175.1K
5,036
-22%
增持
SCHF
SCHWAB STRATEGIC TR
+$173.8K
100,788
+11%
减持
ENB
ENBRIDGE INC
-$172.0K
11,507
-23%
减持
PG
PROCTER AND GAMBLE CO
-$169.8K
16,608
-3%
增持
GOOGL
ALPHABET INC
+$164.3K
10,692
+4%
增持
ABBV
ABBVIE INC
+$160.9K
6,116
+10%
增持
VYM
VANGUARD WHITEHALL FDS
+$158.4K
6,206
+36%
减持
UPS
UNITED PARCEL SERVICE INC
-$155.2K
4,527
-6%
减持
C
CITIGROUP INC
-$151.2K
8,223
-23%
增持
AMGN
AMGEN INC
+$150.7K
2,335
+9%
增持
MCD
MCDONALDS CORP
-$148.1K
4,599
+1%
增持
HAS
HASBRO INC
+$147.1K
6,409
+50%
清仓
XEMDX
WESTERN ASSET EMERGING MKTS
-$145.9K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$139.4K
4,007
+9%
减持
ADBE
ADOBE INC
-$139.1K
1,532
-19%
减持
HYMB
SPDR SER TR
-$136.7K
62,649
-4%
增持
IWF
ISHARES TR
+$132.3K
4,345
+17%
增持
PBA
PEMBINA PIPELINE CORP
+$116.6K
29,170
+21%
减持
IJR
ISHARES TR
-$116.5K
14,278
-3%
减持
INTU
INTUIT
+$114.8K
2,309
-1%
减持
RBLX
ROBLOX CORP
-$113.0K
7,058
-10%
减持
DIS
DISNEY WALT CO
-$110.3K
3,147
-23%
减持
EEM
ISHARES TR
-$107.5K
14,035
-13%
减持
NEE
NEXTERA ENERGY INC
-$101.9K
5,623
-2%
减持
V
VISA INC
-$101.4K
9,656
-1%
减持
ECL
ECOLAB INC
-$94.6K
4,340
-2%
增持
XYL
XYLEM INC
-$92.7K
5,681
+5%
增持
RTX
RTX CORPORATION
-$92.3K
4,274
+5%
减持
ORCL
ORACLE CORP
-$91.9K
6,766
-0%
增持
QUAL
ISHARES TR
+$86.5K
11,144
+9%
减持
—
MEDTRONIC PLC
-$85.0K
3,349
-15%
增持
IVE
ISHARES TR
+$81.5K
8,621
+12%
减持
TJX
TJX COS INC NEW
-$77.3K
10,946
-12%
增持
COP
CONOCOPHILLIPS
+$76.7K
3,693
+5%
增持
CSCO
CISCO SYS INC
+$75.5K
20,001
+4%
减持
IJH
ISHARES TR
-$70.2K
5,013
-1%
减持
NFLX
NETFLIX INC
-$69.3K
639
-9%
增持
SCHB
SCHWAB STRATEGIC TR
+$66.2K
16,918
+13%
减持
PYPL
PAYPAL HLDGS INC
-$63.4K
3,443
-13%
增持
FXB
INVESCO CURRENCYSHARES BRIT
+$58.9K
2,509
+30%
增持
PRU
PRUDENTIAL FINL INC
+$58.1K
4,435
+8%
增持
DHR
DANAHER CORPORATION
+$56.9K
5,496
+1%
减持
IWD
ISHARES TR
-$55.3K
5,628
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$55.1K
7,247
+1%
增持
JPM
JPMORGAN CHASE & CO
+$53.0K
7,442
+5%
减持
AXP
AMERICAN EXPRESS CO
-$52.8K
1,522
-5%
增持
SPGI
S&P GLOBAL INC
+$51.7K
2,561
+16%
增持
—
COOPER COS INC
-$50.4K
776
+0%
减持
NVDA
NVIDIA CORPORATION
-$50.2K
3,193
-6%
增持
CAT
CATERPILLAR INC
+$49.9K
1,751
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$49.9K
6,286
-0%
减持
HON
HONEYWELL INTL INC
-$46.7K
1,812
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$45.8K
29,716
+9%
减持
ISRG
INTUITIVE SURGICAL INC
-$44.6K
747
-3%
减持
LLY
ELI LILLY & CO
-$43.2K
1,249
-18%
增持
GD
GENERAL DYNAMICS CORP
+$41.2K
2,408
+6%
增持
SCHX
SCHWAB STRATEGIC TR
+$41.1K
10,789
+12%
增持
HD
HOME DEPOT INC
+$40.8K
3,267
+7%
增持
META
META PLATFORMS INC
+$40.2K
2,651
+1%
增持
VTI
VANGUARD INDEX FDS
+$39.4K
1,477
+19%
增持
DUK
DUKE ENERGY CORP NEW
+$39.3K
9,296
+7%
减持
—
LINDE PLC
-$36.1K
2,697
-1%
减持
IT
GARTNER INC
-$34.6K
1,974
-3%
减持
NDSN
NORDSON CORP
-$34.5K
1,258
-1%
增持
PFE
PFIZER INC
-$34.1K
48,541
+8%
减持
BSY
BENTLEY SYS INC
-$33.4K
7,469
-1%
建仓
—
AURORA CANNABIS INC
+$32.2K
55,002
减持
DGRW
WISDOMTREE TR
-$31.8K
5,832
-3%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$31.4K
5,597
-2%
增持
IWM
ISHARES TR
-$29.9K
3,280
+1%
减持
APH
AMPHENOL CORP NEW
-$29.6K
10,428
-2%
减持
SCHD
SCHWAB STRATEGIC TR
-$29.4K
12,340
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$29.4K
2,921
+5%
增持
VB
VANGUARD INDEX FDS
-$29.2K
3,293
+0%
减持
VRSK
VERISK ANALYTICS INC
+$29.1K
3,698
-1%
增持
LPLA
LPL FINL HLDGS INC
+$28.9K
1,096
+3%
增持
APD
AIR PRODS & CHEMS INC
-$28.8K
1,994
+1%
减持
LII
LENNOX INTL INC
+$28.3K
680
-2%
增持
ABT
ABBOTT LABS
-$28.3K
3,365
+4%
建仓
—
CYBIN INC
+$28.2K
53,000
增持
—
EATON CORP PLC
+$28.0K
1,213
+6%
减持
ANSS
ANSYS INC
-$27.8K
728
-2%
增持
PM
PHILIP MORRIS INTL INC
+$26.5K
8,486
+9%
增持
CI
THE CIGNA GROUP
+$25.4K
1,047
+7%
增持
MRSH
MARSH & MCLENNAN COS INC
+$25.2K
3,292
+3%
增持
WMT
WALMART INC
+$24.9K
2,031
+6%
减持
PNC
PNC FINL SVCS GROUP INC
-$24.7K
4,578
-2%
减持
UNH
UNITEDHEALTH GROUP INC
+$24.2K
1,620
-2%
减持
ITOT
ISHARES TR
-$24.1K
4,164
-2%
增持
ELV
ELEVANCE HEALTH INC
+$24.0K
772
+10%
增持
ZTS
ZOETIS INC
+$24.0K
5,721
+1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$22.4K
1,172
-1%
增持
VBK
VANGUARD INDEX FDS
-$22.3K
1,710
+1%
增持
IQLT
ISHARES TR
+$20.9K
93,799
+7%
增持
PEP
PEPSICO INC
-$20.3K
4,900
+7%
减持
WFC
WELLS FARGO CO NEW
-$20.2K
5,495
-4%
增持
TER
TERADYNE INC
-$19.4K
2,417
+3%
减持
MDLZ
MONDELEZ INTL INC
-$18.3K
4,537
-1%
减持
INTC
INTEL CORP
+$18.1K
10,921
-1%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
-$18.0K
20,790
+1%
减持
QCOM
QUALCOMM INC
-$17.8K
2,108
-0%
增持
BIL
SPDR SER TR
+$16.8K
5,136
+4%
减持
IVW
ISHARES TR
-$16.7K
7,990
-0%
