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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 18
增持 75
减持 44
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$12.5M
1,264,554
+2%
增持
VTV
VANGUARD INDEX FDS
+$3.4M
727,464
+5%
增持
AAPL
APPLE INC
+$2.9M
49,541
+13%
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
NVDA
NVIDIA CORPORATION
+$1.2M
49,321
+1335%
增持
VUG
VANGUARD INDEX FDS
+$1.2M
31,547
+2%
清仓
—
MODEL N INC
-$1.1M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$865.9K
37,151
+0%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$849.9K
31,654
建仓
COLL
COLLEGIUM PHARMACEUTICAL INC
+$772.0K
23,976
减持
GOOG
ALPHABET INC
+$757.3K
25,144
-1%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$740.1K
29,115
减持
CRM
SALESFORCE INC
-$499.6K
8,232
-5%
减持
JNJ
JOHNSON & JOHNSON
-$436.4K
23,550
-4%
清仓
KHC
KRAFT HEINZ CO
-$426.8K
0
-100%
增持
PFE
PFIZER INC
+$410.8K
54,938
+35%
减持
GOOGL
ALPHABET INC
+$408.9K
13,109
-0%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$382.3K
8,002
增持
MCK
MCKESSON CORP
+$363.8K
1,497
+57%
清仓
POOL
POOL CORP
-$332.6K
0
-100%
增持
AMZN
AMAZON COM INC
+$329.1K
19,978
+2%
减持
VOO
VANGUARD INDEX FDS
+$317.3K
17,444
-0%
增持
SCHB
SCHWAB STRATEGIC TR
+$305.6K
25,903
+20%
减持
MCD
MCDONALDS CORP
-$299.4K
3,583
-17%
增持
VRSN
VERISIGN INC
+$292.4K
3,192
+120%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$286.3K
535
减持
MSFT
MICROSOFT CORP
+$285.2K
23,963
-3%
增持
MUB
ISHARES TR
+$284.4K
28,979
+11%
建仓
SBUX
STARBUCKS CORP
+$281.9K
3,621
减持
UPS
UNITED PARCEL SERVICE INC
-$274.2K
2,954
-35%
清仓
ONB
OLD NATL BANCORP IND
-$273.4K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$262.7K
0
-100%
建仓
—
CEDAR FAIR L P
+$252.3K
4,643
建仓
ETR
ENTERGY CORP NEW
+$252.3K
2,358
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC
-$250.5K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$250.3K
59,379
+3%
减持
INTF
ISHARES TR
-$245.5K
399,853
-0%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$238.4K
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$237.5K
1,041
增持
SPGI
S&P GLOBAL INC
+$235.9K
3,001
+16%
清仓
ZWS
ZURN ELKAY WATER SOLNS CORP
-$230.5K
0
-100%
清仓
BEAM
BEAM THERAPEUTICS INC
-$228.8K
0
-100%
建仓
HSY
HERSHEY CO
+$225.1K
1,224
建仓
HRB
BLOCK H & R INC
+$219.1K
4,040
增持
SEIC
SEI INVTS CO
-$215.7K
41,928
+3%
建仓
VIRT
VIRTU FINL INC
+$211.9K
9,439
清仓
—
CRISPR THERAPEUTICS AG
-$211.3K
0
-100%
建仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$207.4K
1,884
增持
IVV
ISHARES TR
+$206.5K
6,031
+2%
建仓
MPC
MARATHON PETE CORP
+$206.1K
1,188
建仓
IGPT
INVESCO EXCHANGE TRADED FD T
+$205.6K
4,330
清仓
CEG
CONSTELLATION ENERGY CORP
-$204.5K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$204.4K
1,051
清仓
TGT
TARGET CORP
-$201.9K
0
-100%
建仓
EXPO
EXPONENT INC
+$200.4K
2,107
建仓
PPL
PPL CORP
+$200.3K
7,243
清仓
THO
THOR INDS INC
-$200.1K
0
-100%
减持
MRK
MERCK & CO INC
-$180.4K
20,361
-1%
减持
V
VISA INC
-$179.6K
9,524
-1%
减持
SCHV
SCHWAB STRATEGIC TR
-$178.5K
84,062
-0%
减持
LLY
ELI LILLY & CO
+$174.3K
1,528
-2%
减持
MA
MASTERCARD INCORPORATED
-$162.0K
3,786
-0%
增持
WEC
WEC ENERGY GROUP INC
+$160.1K
5,387
+68%
增持
SCHF
SCHWAB STRATEGIC TR
+$157.6K
149,077
+4%
增持
INTC
INTEL CORP
-$153.0K
12,383
+2%
减持
PSX
PHILLIPS 66
-$146.8K
3,737
-9%
增持
IWF
ISHARES TR
+$145.3K
2,782
+8%
增持
HYMB
SPDR SER TR
+$143.1K
89,289
+8%
增持
EFA
ISHARES TR
+$138.1K
35,939
+7%
增持
TSLA
TESLA INC
+$129.7K
4,955
+2%
增持
QUAL
ISHARES TR
+$125.7K
13,174
+2%
增持
IQLT
ISHARES TR
+$124.3K
102,459
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$123.4K
6,949
+0%
增持
TJX
TJX COS INC NEW
+$123.2K
11,316
+2%
减持
CMCSA
COMCAST CORP NEW
-$121.7K
18,124
-6%
减持
VRSK
VERISK ANALYTICS INC
+$120.4K
3,607
-0%
增持
VB
VANGUARD INDEX FDS
-$120.1K
20,046
+2%
增持
TER
TERADYNE INC
+$119.4K
2,758
+7%
增持
HD
HOME DEPOT INC
-$118.8K
3,222
+1%
减持
HAS
HASBRO INC
-$117.0K
3,577
-38%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$114.4K
33,482
-2%
减持
FTNT
FORTINET INC
-$111.5K
12,948
-1%
减持
PEP
PEPSICO INC
-$107.7K
4,348
-8%
增持
AMGN
AMGEN INC
+$103.6K
2,854
+3%
减持
DG
DOLLAR GEN CORP NEW
-$103.3K
3,548
-3%
减持
DIS
DISNEY WALT CO
-$102.8K
3,839
-3%
减持
ABBV
ABBVIE INC
-$100.9K
6,167
-3%
减持
—
EATON CORP PLC
-$99.7K
772
-29%
增持
META
META PLATFORMS INC
+$97.7K
2,918
+3%
增持
NFLX
NETFLIX INC
+$92.6K
651
+14%
增持
ADBE
ADOBE INC
+$90.5K
1,520
+2%
增持
FICO
FAIR ISAAC CORP
+$87.0K
223
+14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$86.4K
6,449
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$85.4K
107,745
-3%
增持
QCOM
QUALCOMM INC
+$84.7K
2,334
+4%
增持
AMAT
APPLIED MATLS INC
+$81.4K
2,031
+5%
减持
ORCL
ORACLE CORP
+$81.1K
5,304
-0%
减持
PG
PROCTER AND GAMBLE CO
-$78.6K
15,585
-5%
增持
LMT
LOCKHEED MARTIN CORP
+$77.8K
3,805
+2%
增持
COST
COSTCO WHSL CORP NEW
+$75.8K
519
+4%
减持
—
LINDE PLC
-$75.2K
2,476
-1%
增持
SDY
SPDR SER TR
+$74.6K
2,388
+37%
增持
UNP
UNION PAC CORP
-$74.2K
4,229
+1%
增持
IEMG
ISHARES INC
+$74.1K
34,651
+0%
增持
LII
LENNOX INTL INC
+$73.7K
798
+11%
减持
—
MEDTRONIC PLC
-$73.4K
5,994
-4%
增持
IVW
ISHARES TR
+$72.4K
8,793
+0%
增持
APH
AMPHENOL CORP NEW
+$68.3K
17,080
+82%
减持
SCHA
SCHWAB STRATEGIC TR
-$66.0K
7,471
-13%
增持
CRL
CHARLES RIV LABS INTL INC
-$63.9K
1,102
+2%
增持
T
AT&T INC
+$63.7K
38,739
+1%
增持
SO
SOUTHERN CO
+$62.6K
7,812
+3%
减持
IT
GARTNER INC
-$61.9K
1,898
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$61.7K
3,166
+2%
增持
ITOT
ISHARES TR
+$60.9K
4,586
+9%
减持
RIO
RIO TINTO PLC
-$60.3K
3,685
-23%
增持
APD
AIR PRODS & CHEMS INC
+$60.2K
2,039
+6%
增持
—
LAM RESEARCH CORP
+$59.1K
404
+6%
增持
UNH
UNITEDHEALTH GROUP INC
+$58.9K
1,846
+4%
减持
EEM
ISHARES TR
-$58.3K
10,069
-15%
减持
IWM
ISHARES TR
-$58.0K
3,848
-4%
增持
LPLA
LPL FINL HLDGS INC
+$56.9K
1,301
+12%
增持
QQQ
INVESCO QQQ TR
+$56.3K
1,226
+3%
减持
COP
CONOCOPHILLIPS
-$55.8K
3,910
-1%
增持
CCI
CROWN CASTLE INC
+$55.1K
4,193
+25%
增持
IWB
ISHARES TR
+$54.9K
1,625
+9%
增持
BITO
PROSHARES TR
-$53.4K
10,290
+17%
减持
AVGO
BROADCOM INC
+$52.6K
552
-12%
减持
GSK
GSK PLC
-$52.0K
11,612
-0%
减持
WMT
WALMART INC
+$51.7K
6,976
-0%
增持
SAIA
SAIA INC
-$51.4K
559
+3%
增持
NEE
NEXTERA ENERGY INC
+$49.8K
6,041
+2%
增持
GILD
GILEAD SCIENCES INC
+$49.6K
6,994
+19%
减持
—
ACCENTURE PLC IRELAND
-$48.4K
888
-3%
增持
PYPL
PAYPAL HLDGS INC
-$48.3K
6,149
+2%
增持
NDSN
NORDSON CORP
-$47.9K
1,370
+3%
减持
PBA
PEMBINA PIPELINE CORP
+$47.8K
27,883
-0%
增持
WSO
WATSCO INC
+$47.5K
663
+10%
增持
CSCO
CISCO SYS INC
-$44.8K
19,194
+0%
增持
IJH
ISHARES TR
-$44.4K
20,059
+0%
减持
BSY
BENTLEY SYS INC
-$43.6K
7,956
-5%
减持
IWD
ISHARES TR
-$43.5K
5,866
-2%
增持
MS
MORGAN STANLEY
+$42.4K
2,856
+14%
减持
HMOP
HARTFORD FDS EXCHANGE TRADED
-$42.4K
14,961
-6%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$40.1K
2,333
+6%
增持
GIS
GENERAL MLS INC
-$39.9K
6,351
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$39.1K
30,814
+4%
增持
SCHD
SCHWAB STRATEGIC TR
-$38.8K
15,492
+0%
增持
ROL
ROLLINS INC
+$38.8K
5,537
+11%
增持
IJR
ISHARES TR
-$38.0K
13,536
+1%
增持
ZTS
ZOETIS INC
+$37.6K
6,231
+1%
