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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 28
增持 76
减持 44
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$13.0M
1,239,780
+0%
建仓
MUB
ISHARES TR
+$8.1M
75,164
增持
VTV
VANGUARD INDEX FDS
+$7.7M
656,221
+0%
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
VB
VANGUARD INDEX FDS
+$4.5M
23,894
+626%
增持
HYMB
SPDR SER TR
+$4.4M
232,364
+271%
增持
MSFT
MICROSOFT CORP
+$3.4M
24,386
+34%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.9M
170,947
+70%
增持
SCHV
SCHWAB STRATEGIC TR
+$2.6M
87,030
+61%
增持
SPY
SPDR S&P 500 ETF TR
+$2.5M
36,984
+5%
增持
IEMG
ISHARES INC
+$2.1M
85,377
+83%
建仓
SUB
ISHARES TR
+$1.9M
18,170
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.9M
77,309
-40%
增持
EFA
ISHARES TR
+$1.6M
47,112
+69%
增持
INTF
ISHARES TR
+$1.3M
380,226
+5%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.3M
32,478
+201%
减持
SEIC
SEI INVTS CO
-$1.2M
79,848
-23%
增持
GOOG
ALPHABET INC
+$1.0M
26,006
+30%
增持
IVV
ISHARES TR
+$890.3K
7,357
+20%
减持
VUG
VANGUARD INDEX FDS
+$889.0K
32,330
-4%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$869.2K
36,751
+1%
减持
AAPL
APPLE INC
+$799.9K
43,106
-2%
减持
VOO
VANGUARD INDEX FDS
+$561.2K
17,969
-3%
增持
CRM
SALESFORCE INC
+$501.4K
8,210
+0%
增持
AMT
AMERICAN TOWER CORP NEW
+$493.1K
4,195
+67%
建仓
CCI
CROWN CASTLE INC
+$481.3K
4,178
建仓
KHC
KRAFT HEINZ CO
+$480.9K
13,003
建仓
CMI
CUMMINS INC
+$451.1K
1,883
减持
IVE
ISHARES TR
-$439.7K
5,098
-41%
减持
PFE
PFIZER INC
-$431.6K
40,934
-16%
增持
IWD
ISHARES TR
+$425.8K
7,748
+38%
减持
—
EXXON MOBIL CORP
-$365.4K
11,704
-10%
减持
IQLT
ISHARES TR
+$360.4K
93,529
-0%
清仓
FXB
INVESCO CURRENCYSHARES BRIT
-$294.9K
0
-100%
增持
INTU
INTUIT
+$290.2K
2,352
+2%
增持
—
MEDTRONIC PLC
+$280.0K
6,584
+97%
减持
V
VISA INC
+$274.2K
9,584
-1%
建仓
NOW
SERVICENOW INC
+$255.7K
362
建仓
EFX
EQUIFAX INC
+$250.5K
1,013
增持
QUAL
ISHARES TR
+$238.8K
11,604
+4%
增持
GOOGL
ALPHABET INC
+$238.7K
11,725
+10%
建仓
—
LAM RESEARCH CORP
+$238.0K
304
增持
NVDA
NVIDIA CORPORATION
+$237.9K
3,285
+3%
建仓
GS
GOLDMAN SACHS GROUP INC
+$230.9K
599
建仓
CRL
CHARLES RIV LABS INTL INC
+$228.4K
966
建仓
SCHW
SCHWAB CHARLES CORP
+$227.3K
3,304
建仓
—
ASPEN TECHNOLOGY INC
+$225.2K
1,023
建仓
WRB
BERKLEY W R CORP
+$224.5K
3,174
建仓
—
TRANE TECHNOLOGIES PLC
+$222.4K
912
建仓
FICO
FAIR ISAAC CORP
+$220.0K
189
建仓
VV
VANGUARD INDEX FDS
+$219.6K
1,006
增持
IT
GARTNER INC
+$219.4K
1,990
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$218.8K
9,611
+69%
增持
IJR
ISHARES TR
+$217.2K
14,449
+1%
建仓
SCHM
SCHWAB STRATEGIC TR
+$216.3K
2,871
建仓
SAIA
SAIA INC
+$215.6K
492
增持
IWM
ISHARES TR
+$214.0K
3,954
+21%
建仓
SCHE
SCHWAB STRATEGIC TR
+$212.9K
8,588
建仓
—
ALLEGION PLC
+$209.9K
1,657
减持
JNJ
JOHNSON & JOHNSON
-$209.5K
17,135
-8%
建仓
PLD
PROLOGIS INC.
+$206.1K
1,546
建仓
AMD
ADVANCED MICRO DEVICES INC
+$205.2K
1,392
建仓
JKHY
HENRY JACK & ASSOC INC
+$204.6K
1,252
建仓
IWR
ISHARES TR
+$204.6K
2,632
建仓
BA
BOEING CO
+$204.0K
783
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$204.0K
402
增持
T
AT&T INC
+$202.0K
36,388
+34%
增持
C
CITIGROUP INC
+$198.7K
10,437
+27%
建仓
EDIT
EDITAS MEDICINE INC
+$187.4K
18,500
建仓
CRBU
CARIBOU BIOSCIENCES INC
+$183.4K
32,000
增持
SCHB
SCHWAB STRATEGIC TR
+$182.6K
18,430
+9%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$179.0K
7,311
+1%
增持
INTC
INTEL CORP
+$175.9K
11,226
+3%
增持
CVX
CHEVRON CORP NEW
-$172.1K
8,995
+0%
增持
PNC
PNC FINL SVCS GROUP INC
+$171.5K
4,737
+3%
增持
APH
AMPHENOL CORP NEW
+$170.9K
10,560
+1%
增持
UNP
UNION PAC CORP
+$169.2K
4,002
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$168.2K
3,697
+0%
减持
SPGI
S&P GLOBAL INC
+$167.4K
2,504
-2%
减持
JPM
JPMORGAN CHASE & CO
+$162.3K
7,299
-2%
减持
TSLA
TESLA INC
-$161.0K
5,227
-10%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$157.6K
30,412
+2%
减持
CSCO
CISCO SYS INC
-$157.2K
18,173
-9%
减持
PM
PHILIP MORRIS INTL INC
-$156.4K
6,688
-21%
减持
PEP
PEPSICO INC
-$156.3K
3,968
-19%
增持
XYL
XYLEM INC
+$153.7K
5,866
+3%
增持
DG
DOLLAR GEN CORP NEW
+$151.8K
2,693
+33%
减持
AMZN
AMAZON COM INC
+$150.4K
20,641
-12%
减持
BIL
SPDR SER TR
-$148.0K
3,541
-31%
增持
PBA
PEMBINA PIPELINE CORP
+$146.8K
29,739
+2%
增持
META
META PLATFORMS INC
+$143.2K
2,653
+0%
增持
IJH
ISHARES TR
+$139.7K
5,014
+0%
增持
—
LINDE PLC
+$130.2K
2,762
+2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$128.1K
3,797
-32%
减持
PG
PROCTER AND GAMBLE CO
-$124.5K
15,681
-6%
减持
ZTS
ZOETIS INC
+$124.5K
5,674
-1%
减持
ECL
ECOLAB INC
+$119.7K
4,310
-1%
增持
WFC
WELLS FARGO CO NEW
+$114.2K
6,881
+25%
减持
AVGO
BROADCOM INC
+$113.6K
513
-7%
减持
FISV
FISERV INC
-$113.4K
4,455
-29%
增持
GD
GENERAL DYNAMICS CORP
+$113.2K
2,485
+3%
减持
MCD
MCDONALDS CORP
+$110.9K
4,460
-3%
增持
ENB
ENBRIDGE INC
+$109.4K
13,641
+19%
增持
—
LYONDELLBASELL INDUSTRIES N
+$106.1K
4,535
+32%
减持
MRK
MERCK & CO INC
+$105.0K
20,107
-1%
减持
KO
COCA COLA CO
-$103.2K
14,156
-15%
增持
CMCSA
COMCAST CORP NEW
+$101.5K
17,122
+17%
增持
GIS
GENERAL MLS INC
+$97.7K
6,447
+28%
减持
MA
MASTERCARD INCORPORATED
+$96.1K
3,944
-2%
清仓
HLN
HALEON PLC
-$93.3K
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$91.7K
7,775
+8%
增持
HAS
HASBRO INC
-$88.2K
6,574
+3%
减持
HD
HOME DEPOT INC
+$88.0K
3,102
-5%
增持
BAC
BANK AMERICA CORP
+$87.4K
10,279
+9%
增持
PYPL
PAYPAL HLDGS INC
+$85.8K
4,675
+36%
减持
VZ
VERIZON COMMUNICATIONS INC
+$85.2K
20,886
-4%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$78.8K
21,676
+4%
增持
QCOM
QUALCOMM INC
+$77.8K
2,157
+2%
增持
EEM
ISHARES TR
+$75.6K
15,126
+8%
增持
IWB
ISHARES TR
+$74.8K
1,644
+8%
减持
DUK
DUKE ENERGY CORP NEW
+$73.6K
9,213
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$73.1K
4,954
-12%
增持
RIO
RIO TINTO PLC
+$67.8K
5,786
+1%
减持
CI
THE CIGNA GROUP
-$64.1K
786
-25%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$63.1K
4,196
+0%
减持
SCHD
SCHWAB STRATEGIC TR
+$62.4K
12,289
-0%
增持
AXP
AMERICAN EXPRESS CO
+$58.2K
1,523
+0%
增持
—
ACCENTURE PLC IRELAND
+$58.1K
892
+7%
增持
HON
HONEYWELL INTL INC
+$57.5K
1,870
+3%
增持
COST
COSTCO WHSL CORP NEW
+$57.0K
550
+1%
增持
TJX
TJX COS INC NEW
+$54.8K
10,955
+0%
增持
LII
LENNOX INTL INC
+$54.2K
690
+1%
增持
—
COOPER COS INC
+$53.3K
793
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$53.2K
6,323
+1%
减持
IWF
ISHARES TR
+$52.0K
3,984
-8%
增持
VBK
VANGUARD INDEX FDS
+$52.0K
1,730
+1%
减持
IVW
ISHARES TR
+$52.0K
7,971
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$51.8K
6,208
+0%
减持
NDSN
NORDSON CORP
+$50.3K
1,253
-0%
增持
AMAT
APPLIED MATLS INC
+$50.0K
1,914
+2%
减持
APD
AIR PRODS & CHEMS INC
-$48.7K
1,886
-5%
减持
GSK
GSK PLC
-$47.0K
9,444
-14%
增持
ITOT
ISHARES TR
+$46.6K
4,170
+0%
增持
AMGN
AMGEN INC
+$45.3K
2,336
+0%
增持
CAT
CATERPILLAR INC
+$44.9K
1,768
+1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$43.6K
1,023
-13%
增持
MCK
MCKESSON CORP
+$43.6K
900
+5%
减持
—
BLACKROCK INC
+$43.5K
314
-4%
增持
PRU
PRUDENTIAL FINL INC
+$40.9K
4,452
+0%
减持
VBR
VANGUARD INDEX FDS
+$40.2K
2,001
-0%
减持
LPLA
LPL FINL HLDGS INC
-$39.9K
969
-12%
