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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 15
增持 53
减持 66
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$14.3M
750,315
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$5.9M
1,280,870
+1%
增持
INTF
ISHARES TR
+$1.0M
405,070
+1%
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
+$954.6K
48,880
-1%
减持
GOOG
ALPHABET INC
-$810.5K
22,737
-10%
减持
SPY
SPDR S&P 500 ETF TR
+$753.4K
36,551
-2%
清仓
DFAX
DIMENSIONAL ETF TRUST
-$740.1K
0
-100%
增持
SCHV
SCHWAB STRATEGIC TR
+$613.5K
85,116
+1%
减持
MSFT
MICROSOFT CORP
-$573.6K
23,557
-2%
增持
SCHF
SCHWAB STRATEGIC TR
+$547.4K
152,600
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$537.5K
109,768
+2%
清仓
FISV
FISERV INC
-$490.2K
0
-100%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$449.3K
47,313
+49%
建仓
IBB
ISHARES TR
+$445.1K
3,057
清仓
ENB
ENBRIDGE INC
-$430.2K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
+$427.3K
3,771
-1%
增持
V
VISA INC
+$426.9K
10,644
+12%
减持
VOO
VANGUARD INDEX FDS
+$425.3K
17,340
-1%
增持
JNJ
JOHNSON & JOHNSON
+$404.9K
23,739
+1%
增持
VB
VANGUARD INDEX FDS
+$389.4K
20,068
+0%
清仓
ISRG
INTUITIVE SURGICAL INC
-$387.9K
0
-100%
清仓
IVE
ISHARES TR
-$385.6K
0
-100%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$384.7K
33,159
-1%
清仓
DFNM
DIMENSIONAL ETF TRUST
-$382.3K
0
-100%
建仓
OLED
UNIVERSAL DISPLAY CORP
+$360.8K
1,719
建仓
KHC
KRAFT HEINZ CO
+$355.0K
10,112
建仓
POOL
POOL CORP
+$343.2K
911
减持
GOOGL
ALPHABET INC
-$330.7K
12,404
-5%
增持
IQLT
ISHARES TR
+$321.6K
104,184
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$318.3K
6,876
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$310.7K
6,375
-1%
减持
TSLA
TESLA INC
+$309.9K
4,932
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$301.3K
34,541
+12%
增持
ETR
ENTERGY CORP NEW
+$289.8K
4,119
+75%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$286.3K
0
-100%
建仓
ZWS
ZURN ELKAY WATER SOLNS CORP
+$268.4K
7,468
清仓
—
CEDAR FAIR L P
-$252.3K
0
-100%
建仓
IXUS
ISHARES TR
+$251.7K
3,466
增持
HYMB
SPDR SER TR
+$247.6K
95,891
+7%
增持
COST
COSTCO WHSL CORP NEW
+$243.4K
772
+49%
建仓
CHH
CHOICE HOTELS INTL INC
+$242.2K
1,859
增持
IEMG
ISHARES INC
+$241.0K
36,507
+5%
增持
AVGO
BROADCOM INC
+$235.5K
6,499
+1077%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$234.5K
3,210
+1%
增持
PNC
PNC FINL SVCS GROUP INC
+$233.6K
5,416
+10%
减持
NVDA
NVIDIA CORPORATION
-$230.7K
33,561
-32%
增持
IJR
ISHARES TR
+$227.7K
14,290
+6%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$227.6K
4,400
增持
AMT
AMERICAN TOWER CORP NEW
+$225.4K
5,360
+2%
减持
MRK
MERCK & CO INC
-$224.1K
20,223
-1%
建仓
GE
GE AEROSPACE
+$214.8K
1,139
清仓
DLB
DOLBY LABORATORIES INC
-$213.8K
0
-100%
建仓
SMG
SCOTTS MIRACLE-GRO CO
+$211.9K
2,444
清仓
VIRT
VIRTU FINL INC
-$211.9K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
+$211.3K
59,343
-0%
清仓
HAS
HASBRO INC
-$209.3K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$209.2K
804
减持
SPGI
S&P GLOBAL INC
+$207.5K
2,992
-0%
建仓
ES
EVERSOURCE ENERGY
+$207.1K
3,044
清仓
—
NXP SEMICONDUCTORS N V
-$206.9K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$206.1K
0
-100%
建仓
SITE
SITEONE LANDSCAPE SUPPLY INC
+$205.5K
1,362
建仓
PLD
PROLOGIS INC.
+$204.5K
1,620
建仓
THO
THOR INDS INC
+$201.0K
1,830
增持
SEIC
SEI INVTS CO
+$189.9K
41,945
+0%
减持
MA
MASTERCARD INCORPORATED
+$189.1K
3,765
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$184.8K
1,924
+4%
减持
DHR
DANAHER CORPORATION
+$168.2K
6,118
-0%
减持
EFA
ISHARES TR
+$164.2K
35,625
-1%
减持
INTC
INTEL CORP
-$163.9K
9,360
-24%
减持
—
LAM RESEARCH CORP
-$161.5K
329
-19%
减持
VUG
VANGUARD INDEX FDS
+$161.2K
31,152
-1%
增持
PYPL
PAYPAL HLDGS INC
+$159.7K
6,619
+8%
减持
ABBV
ABBVIE INC
+$158.8K
6,160
-0%
增持
COLL
COLLEGIUM PHARMACEUTICAL INC
+$157.8K
24,064
+0%
增持
ZTS
ZOETIS INC
+$154.6K
6,320
+1%
减持
ORCL
ORACLE CORP
+$150.4K
5,278
-0%
增持
SCHB
SCHWAB STRATEGIC TR
+$149.5K
26,730
+3%
减持
PM
PHILIP MORRIS INTL INC
+$139.8K
7,244
-1%
减持
PSX
PHILLIPS 66
-$139.4K
2,954
-21%
增持
AXP
AMERICAN EXPRESS CO
+$137.8K
2,068
+13%
减持
PEP
PEPSICO INC
-$134.6K
3,425
-21%
减持
META
META PLATFORMS INC
+$134.5K
2,806
-4%
增持
SBUX
STARBUCKS CORP
+$131.0K
4,236
+17%
增持
AMZN
AMAZON COM INC
-$130.8K
20,018
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$128.1K
15,767
+2%
减持
MCD
MCDONALDS CORP
+$126.1K
3,413
-5%
减持
DUK
DUKE ENERGY CORP NEW
+$123.1K
8,661
-1%
减持
HD
HOME DEPOT INC
+$122.0K
3,039
-6%
增持
DG
DOLLAR GEN CORP NEW
-$116.6K
4,168
+17%
减持
PBA
PEMBINA PIPELINE CORP
+$115.4K
27,868
-0%
增持
WEC
WEC ENERGY GROUP INC
+$111.3K
5,552
+3%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$110.3K
1,006
+18%
减持
INTU
INTUIT
-$108.6K
1,992
-3%
减持
CSCO
CISCO SYS INC
+$108.4K
19,171
-0%
减持
CAT
CATERPILLAR INC
+$107.1K
1,930
-1%
清仓
—
NEW AMER HIGH INCOME FD INC
-$105.7K
0
-100%
减持
IWB
ISHARES TR
-$105.0K
1,204
-26%
增持
DE
DEERE & CO
+$103.2K
728
+36%
减持
KO
COCA COLA CO
+$100.6K
15,721
-3%
减持
IT
GARTNER INC
+$98.4K
1,876
-1%
增持
CCI
CROWN CASTLE INC
+$94.8K
4,252
+1%
增持
—
LINDE PLC
+$94.7K
2,477
+0%
增持
VRSN
VERISIGN INC
+$91.1K
3,467
+9%
减持
FICO
FAIR ISAAC CORP
+$89.8K
217
-3%
减持
QUAL
ISHARES TR
+$86.7K
13,030
-1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$86.7K
3,676
-0%
清仓
EDIT
EDITAS MEDICINE INC
-$86.4K
0
-100%
减持
UNP
UNION PAC CORP
+$85.2K
4,227
-0%
增持
LNT
ALLIANT ENERGY CORP
+$84.9K
8,475
+0%
减持
RTX
RTX CORPORATION
+$84.0K
4,111
-0%
减持
T
AT&T INC
+$83.7K
37,456
-3%
减持
AMAT
APPLIED MATLS INC
-$81.0K
1,971
-3%
增持
GIS
GENERAL MLS INC
+$80.3K
6,528
+3%
减持
NEE
NEXTERA ENERGY INC
+$79.9K
6,005
-1%
减持
COO
COOPER COS INC
+$79.3K
3,556
-1%
减持
APD
AIR PRODS & CHEMS INC
+$78.2K
2,030
-0%
减持
WMT
WALMART INC
+$76.4K
6,796
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$76.2K
20,713
+0%
减持
ADBE
ADOBE INC
-$75.0K
1,486
-2%
增持
—
MEDTRONIC PLC
+$69.8K
6,016
+0%
减持
LOW
LOWES COS INC
+$69.7K
1,409
-0%
减持
LPLA
LPL FINL HLDGS INC
-$68.9K
1,266
-3%
减持
CMI
CUMMINS INC
+$68.5K
1,645
-2%
减持
IWM
ISHARES TR
-$67.9K
3,227
-16%
减持
APH
AMPHENOL CORP NEW
-$66.2K
16,642
-3%
增持
VTI
VANGUARD INDEX FDS
+$63.2K
1,745
+8%
增持
MUB
ISHARES TR
+$63.1K
29,005
+0%
减持
IJH
ISHARES TR
+$62.8K
19,844
-1%
减持
IWF
ISHARES TR
-$61.5K
2,538
-9%
增持
—
ALLEGION PLC
+$61.3K
1,844
+5%
减持
IVV
ISHARES TR
-$60.8K
5,617
-7%
减持
TJX
TJX COS INC NEW
+$59.9K
11,109
-2%
减持
EFX
EQUIFAX INC
+$59.2K
1,213
-1%
减持
IWD
ISHARES TR
+$57.4K
5,695
-3%
增持
CVX
CHEVRON CORP NEW
-$57.1K
9,219
+2%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$56.3K
1,882
-0%
增持
NDSN
NORDSON CORP
+$56.2K
1,424
+4%
增持
MDLZ
MONDELEZ INTL INC
+$53.4K
4,622
+5%
清仓
CRBU
CARIBOU BIOSCIENCES INC
-$52.5K
0
-100%
增持
ABT
ABBOTT LABS
+$52.0K
3,750
+4%
减持
ECL
ECOLAB INC
+$50.3K
4,103
-2%
增持
UPS
UNITED PARCEL SERVICE INC
+$49.4K
3,328
+13%
减持
LLY
ELI LILLY & CO
-$48.6K
1,506
-1%
增持
—
ACCENTURE PLC IRELAND
+$48.4K
899
+1%
减持
—
ASPEN TECHNOLOGY INC
+$48.1K
1,246
-1%
增持
BAC
BANK AMERICA CORP
+$47.8K
12,831
+11%
增持
DVY
ISHARES TR
+$46.4K
2,998
+1%
减持
PFE
PFIZER INC
+$43.7K
54,625
-1%
减持
LII
LENNOX INTL INC
+$43.4K
778
-3%
