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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 25
增持 77
减持 40
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$15.2M
695,646
+6%
增持
SCHG
SCHWAB STRATEGIC TR
+$12.2M
1,240,444
+0%
减持
MUB
ISHARES TR
-$5.3M
26,053
-65%
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
HYMB
SPDR SER TR
-$3.8M
82,849
-64%
减持
IEMG
ISHARES INC
-$2.5M
34,511
-60%
减持
SEIC
SEI INVTS CO
-$2.1M
40,723
-49%
清仓
SUB
ISHARES TR
-$1.9M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
36,998
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.7M
57,441
+77%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
3,437
+5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.5M
110,832
+43%
增持
INTF
ISHARES TR
+$1.3M
399,906
+5%
增持
MSFT
MICROSOFT CORP
+$1.3M
24,779
+2%
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
24,518
+43%
减持
EFA
ISHARES TR
-$872.9K
33,521
-29%
增持
AAPL
APPLE INC
-$810.8K
43,669
+1%
减持
SCHF
SCHWAB STRATEGIC TR
-$748.2K
142,746
-16%
减持
VB
VANGUARD INDEX FDS
-$606.4K
19,646
-18%
减持
VUG
VANGUARD INDEX FDS
+$589.0K
30,912
-4%
减持
VOO
VANGUARD INDEX FDS
+$558.4K
17,489
-3%
增持
LLY
ELI LILLY & CO
+$513.2K
1,554
+30%
增持
MRK
MERCK & CO INC
+$509.0K
20,470
+2%
减持
IVE
ISHARES TR
-$488.1K
2,133
-58%
增持
CRM
SALESFORCE INC
+$455.7K
8,686
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$454.7K
6,444
+2%
减持
TSLA
TESLA INC
-$448.0K
4,840
-7%
增持
META
META PLATFORMS INC
+$434.8K
2,829
+7%
建仓
LNT
ALLIANT ENERGY CORP
+$428.3K
8,498
减持
IVV
ISHARES TR
-$419.9K
5,885
-20%
增持
QUAL
ISHARES TR
+$416.5K
12,923
+11%
减持
AMZN
AMAZON COM INC
+$395.5K
19,579
-5%
增持
VYM
VANGUARD WHITEHALL FDS
+$365.2K
8,746
+41%
增持
IQLT
ISHARES TR
+$363.8K
97,750
+5%
清仓
USB
US BANCORP DEL
-$360.4K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$350.9K
16,326
+4%
增持
GOOGL
ALPHABET INC
+$341.1K
13,112
+12%
减持
IWF
ISHARES TR
-$339.0K
2,578
-35%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$336.9K
3,119
+12%
建仓
COO
COOPER COS INC
+$333.4K
3,286
增持
JPM
JPMORGAN CHASE & CO
+$331.7K
7,854
+8%
增持
SCHD
SCHWAB STRATEGIC TR
+$307.9K
15,422
+25%
减持
SCHV
SCHWAB STRATEGIC TR
+$305.0K
84,309
-3%
清仓
—
COOPER COS INC
-$300.2K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$296.9K
21,669
+18%
建仓
BITO
PROSHARES TR
+$285.1K
8,826
建仓
VRSN
VERISIGN INC
+$275.2K
1,452
建仓
ONB
OLD NATL BANCORP IND
+$273.4K
15,701
建仓
IEFA
ISHARES TR
+$268.5K
3,617
清仓
ANSS
ANSYS INC
-$264.2K
0
-100%
建仓
WEC
WEC ENERGY GROUP INC
+$262.6K
3,198
增持
ABBV
ABBVIE INC
+$262.1K
6,363
+10%
增持
QQQ
INVESCO QQQ TR
+$261.5K
1,196
+82%
增持
AVGO
BROADCOM INC
+$260.0K
628
+22%
增持
—
EXXON MOBIL CORP
+$252.5K
12,239
+5%
增持
DIS
DISNEY WALT CO
+$246.2K
3,955
+50%
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$245.9K
2,201
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$234.5K
778
建仓
ROL
ROLLINS INC
+$231.4K
5,001
建仓
ZWS
ZURN ELKAY WATER SOLNS CORP
+$230.5K
6,887
建仓
BEAM
BEAM THERAPEUTICS INC
+$228.8K
6,925
建仓
CHE
CHEMED CORP NEW
+$226.0K
352
建仓
VO
VANGUARD INDEX FDS
+$224.9K
900
减持
HMOP
HARTFORD FDS EXCHANGE TRADED
-$222.7K
15,998
-26%
建仓
COR
CENCORA INC
+$218.5K
899
建仓
DE
DEERE & CO
+$217.8K
530
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$215.9K
503
减持
IWD
ISHARES TR
-$213.4K
5,957
-23%
清仓
SCHE
SCHWAB STRATEGIC TR
-$212.9K
0
-100%
建仓
—
CHUBB LIMITED
+$211.7K
817
建仓
—
CRISPR THERAPEUTICS AG
+$211.3K
3,100
建仓
DLB
DOLBY LABORATORIES INC
+$206.5K
2,465
增持
DG
DOLLAR GEN CORP NEW
+$206.3K
3,668
+36%
建仓
—
NXP SEMICONDUCTORS N V
+$206.1K
832
清仓
PLD
PROLOGIS INC.
-$206.1K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$204.5K
1,106
清仓
BA
BOEING CO
-$204.0K
0
-100%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$204.0K
0
-100%
建仓
TGT
TARGET CORP
+$201.9K
1,139
建仓
THO
THOR INDS INC
+$200.1K
1,706
减持
GILD
GILEAD SCIENCES INC
-$199.5K
5,875
-24%
减持
GOOG
ALPHABET INC
+$189.6K
25,316
-3%
增持
V
VISA INC
+$184.3K
9,601
+0%
增持
DHR
DANAHER CORPORATION
+$176.9K
6,070
+5%
增持
IJH
ISHARES TR
-$171.4K
20,058
+300%
增持
KO
COCA COLA CO
+$160.0K
16,250
+15%
增持
CAT
CATERPILLAR INC
+$155.5K
1,851
+5%
增持
HD
HOME DEPOT INC
+$153.0K
3,202
+3%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$151.8K
34,091
-7%
增持
PEP
PEPSICO INC
+$150.8K
4,713
+19%
减持
MA
MASTERCARD INCORPORATED
+$149.9K
3,805
-4%
增持
GSK
GSK PLC
+$149.1K
11,642
+23%
减持
INTU
INTUIT
-$147.5K
2,034
-14%
增持
IVW
ISHARES TR
+$142.7K
8,779
+10%
增持
FTNT
FORTINET INC
+$134.8K
13,057
+1%
增持
—
LAM RESEARCH CORP
+$132.9K
382
+26%
增持
AMT
AMERICAN TOWER CORP NEW
+$132.6K
5,255
+25%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$129.5K
6,940
-5%
减持
RIO
RIO TINTO PLC
-$127.6K
4,757
-18%
减持
CCI
CROWN CASTLE INC
-$126.7K
3,350
-20%
增持
AXP
AMERICAN EXPRESS CO
+$125.1K
1,802
+18%
减持
ECL
ECOLAB INC
+$124.4K
4,241
-2%
增持
DGRW
WISDOMTREE TR
+$121.2K
6,970
+20%
减持
EEM
ISHARES TR
-$121.1K
11,858
-22%
增持
PYPL
PAYPAL HLDGS INC
+$118.1K
6,048
+29%
增持
AMGN
AMGEN INC
+$115.2K
2,772
+19%
增持
WMT
WALMART INC
+$114.4K
6,991
+260%
减持
MCD
MCDONALDS CORP
-$110.0K
4,300
-4%
增持
ISRG
INTUITIVE SURGICAL INC
+$105.0K
897
+20%
增持
RTX
RTX CORPORATION
+$104.4K
4,039
+17%
建仓
—
NEW AMER HIGH INCOME FD INC
+$103.8K
14,259
增持
WFC
WELLS FARGO CO NEW
+$102.9K
7,618
+11%
增持
SAIA
SAIA INC
+$100.9K
541
+10%
增持
PM
PHILIP MORRIS INTL INC
+$100.1K
7,960
+19%
增持
TJX
TJX COS INC NEW
+$94.9K
11,069
+1%
增持
MCK
MCKESSON CORP
+$93.9K
951
+6%
增持
XYL
XYLEM INC
+$92.1K
5,903
+1%
增持
AMAT
APPLIED MATLS INC
+$87.7K
1,929
+1%
增持
BIL
SPDR SER TR
+$87.1K
4,474
+26%
增持
LPLA
LPL FINL HLDGS INC
+$85.9K
1,160
+20%
增持
ELV
ELEVANCE HEALTH INC
+$83.2K
803
+14%
增持
BAC
BANK AMERICA CORP
+$83.0K
11,315
+10%
减持
IJR
ISHARES TR
-$82.3K
13,407
-7%
增持
NFLX
NETFLIX INC
+$81.4K
571
+5%
增持
COP
CONOCOPHILLIPS
+$80.9K
3,952
+9%
增持
CMCSA
COMCAST CORP NEW
+$80.6K
19,179
+12%
减持
VZ
VERIZON COMMUNICATIONS INC
+$78.9K
20,646
-1%
增持
LOW
LOWES COS INC
+$78.4K
1,302
+14%
增持
ZTS
ZOETIS INC
-$77.2K
6,161
+9%
增持
WRB
BERKLEY W R CORP
+$74.3K
3,378
+6%
减持
FISV
FISERV INC
-$70.3K
3,263
-27%
减持
CVX
CHEVRON CORP NEW
+$69.4K
8,946
-1%
增持
QCOM
QUALCOMM INC
+$68.2K
2,246
+4%
增持
T
AT&T INC
+$66.0K
38,442
+6%
增持
VTI
VANGUARD INDEX FDS
+$64.4K
1,569
+8%
增持
CRL
CHARLES RIV LABS INTL INC
+$63.2K
1,076
+11%
增持
AMD
ADVANCED MICRO DEVICES INC
+$61.0K
1,475
+6%
增持
PNC
PNC FINL SVCS GROUP INC
+$58.1K
4,899
+3%
减持
C
CITIGROUP INC
+$56.6K
9,384
-10%
增持
NEE
NEXTERA ENERGY INC
+$56.3K
5,914
+12%
减持
DUK
DUKE ENERGY CORP NEW
-$54.8K
8,678
-6%
减持
KHC
KRAFT HEINZ CO
-$54.0K
11,567
-11%
减持
—
EATON CORP PLC
+$53.7K
1,093
-9%
减持
PFE
PFIZER INC
-$52.1K
40,589
-1%
增持
JKHY
HENRY JACK & ASSOC INC
+$50.6K
1,469
+17%
增持
APD
AIR PRODS & CHEMS INC
-$50.3K
1,923
+2%
减持
ENB
ENBRIDGE INC
-$48.6K
12,238
-10%
增持
UNP
UNION PAC CORP
+$48.0K
4,192
+5%
减持
CI
THE CIGNA GROUP
+$47.2K
778
-1%
减持
ORCL
ORACLE CORP
-$46.3K
5,317
-22%
增持
—
BLACKROCK INC
+$46.1K
361
+15%
