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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 12
增持 38
减持 68
清仓 32
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$9.5M
5,128,931
+300%
增持
AAPL
APPLE INC
+$3.0M
57,445
+18%
增持
GOOG
ALPHABET INC
+$2.9M
35,387
+56%
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。
建仓
IVE
ISHARES TR
+$1.8M
9,434
减持
INTF
ISHARES TR
-$1.1M
404,131
-0%
增持
IWF
ISHARES TR
+$1.1M
5,036
+98%
增持
EFA
ISHARES TR
+$1.0M
53,266
+50%
增持
VTV
VANGUARD INDEX FDS
-$1.0M
767,545
+2%
增持
VUG
VANGUARD INDEX FDS
+$942.6K
31,436
+1%
增持
IVV
ISHARES TR
+$931.3K
7,085
+26%
增持
SPY
SPDR S&P 500 ETF TR
+$703.2K
36,983
+1%
减持
IQLT
ISHARES TR
-$699.8K
97,599
-6%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$673.8K
1,183
增持
NVDA
NVIDIA CORPORATION
+$664.6K
35,298
+5%
建仓
AGG
ISHARES TR
+$643.8K
6,644
减持
MSFT
MICROSOFT CORP
-$616.9K
22,586
-4%
减持
AMZN
AMAZON COM INC
+$592.0K
19,700
-2%
增持
SEIC
SEI INVTS CO
+$587.3K
42,307
+1%
减持
TSLA
TESLA INC
+$552.8K
4,564
-7%
减持
PFE
PFIZER INC
-$512.5K
40,271
-26%
减持
JNJ
JOHNSON & JOHNSON
-$507.9K
23,090
-3%
减持
CRM
SALESFORCE INC
+$469.6K
7,782
-0%
减持
AMT
AMERICAN TOWER CORP NEW
-$447.8K
4,355
-19%
清仓
IBB
ISHARES TR
-$445.1K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$443.9K
2,963
-8%
清仓
GILD
GILEAD SCIENCES INC
-$436.5K
0
-100%
清仓
FICO
FAIR ISAAC CORP
-$421.7K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$416.1K
0
-100%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$415.5K
0
-100%
清仓
PSX
PHILLIPS 66
-$388.2K
0
-100%
减持
ZTS
ZOETIS INC
-$388.0K
5,197
-18%
减持
MRK
MERCK & CO INC
-$379.7K
19,269
-5%
减持
DHR
DANAHER CORPORATION
-$377.4K
5,765
-6%
清仓
NDSN
NORDSON CORP
-$374.0K
0
-100%
减持
V
VISA INC
+$368.0K
10,425
-2%
清仓
OLED
UNIVERSAL DISPLAY CORP
-$360.8K
0
-100%
建仓
BLK
BLACKROCK INC
+$356.7K
348
清仓
KHC
KRAFT HEINZ CO
-$355.0K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$354.8K
111,208
+1%
清仓
DG
DOLLAR GEN CORP NEW
-$352.5K
0
-100%
增持
GOOGL
ALPHABET INC
+$347.3K
12,702
+2%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$341.1K
4,510
清仓
MDLZ
MONDELEZ INTL INC
-$340.5K
0
-100%
清仓
—
BLACKROCK INC
-$339.9K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
-$338.2K
3,841
+2%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$317.1K
22,743
+59%
减持
CGMU
CAPITAL GRP FIXED INCM ETF T
-$315.3K
36,550
-23%
建仓
MAIN
MAIN STR CAP CORP
+$313.2K
5,347
增持
IWB
ISHARES TR
+$305.7K
2,124
+76%
减持
CCI
CROWN CASTLE INC
-$287.7K
2,388
-44%
减持
AVGO
BROADCOM INC
+$281.4K
6,049
-7%
清仓
PSEC
PROSPECT CAP CORP
-$280.5K
0
-100%
清仓
CI
THE CIGNA GROUP
-$271.0K
0
-100%
清仓
—
LAM RESEARCH CORP
-$268.5K
0
-100%
清仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$263.7K
0
-100%
清仓
RIO
RIO TINTO PLC
-$258.2K
0
-100%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$245.4K
33,252
+0%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$243.9K
3,295
减持
COLL
COLLEGIUM PHARMACEUTICAL INC
-$242.9K
23,976
-0%
清仓
BITO
PROSHARES TR
-$242.1K
0
-100%
清仓
EXPO
EXPONENT INC
-$241.1K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$240.5K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$239.7K
17,000
+13%
减持
GSK
GSK PLC
-$234.6K
7,249
-38%
清仓
HSY
HERSHEY CO
-$234.1K
0
-100%
清仓
CHE
CHEMED CORP NEW
-$233.8K
0
-100%
减持
IEMG
ISHARES INC
-$229.0K
35,751
-2%
清仓
CRL
CHARLES RIV LABS INTL INC
-$224.5K
0
-100%
建仓
FUN
SIX FLAGS ENTERTAINMENT CORP
+$223.7K
4,643
减持
LLY
ELI LILLY & CO
-$220.7K
1,443
-4%
清仓
INTC
INTEL CORP
-$219.6K
0
-100%
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$219.5K
2,000
清仓
TXN
TEXAS INSTRS INC
-$216.7K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$215.3K
1,798
-7%
清仓
GE
GE AEROSPACE
-$214.8K
0
-100%
建仓
SHYM
BLACKROCK ETF TRUST II
+$213.3K
9,411
清仓
SMG
SCOTTS MIRACLE-GRO CO
-$211.9K
0
-100%
清仓
CEG
CONSTELLATION ENERGY CORP
-$209.2K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$207.9K
2,878
清仓
ES
EVERSOURCE ENERGY
-$207.1K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$206.8K
7,584
-1%
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC
-$205.5K
0
-100%
建仓
TRV
TRAVELERS COMPANIES INC
+$204.7K
850
清仓
PLD
PROLOGIS INC.
-$204.5K
0
-100%
清仓
THO
THOR INDS INC
-$201.0K
0
-100%
增持
EEM
ISHARES TR
+$198.2K
15,804
+57%
减持
—
EXXON MOBIL CORP
-$192.2K
11,702
-5%
减持
VOO
VANGUARD INDEX FDS
+$192.1K
17,338
-0%
减持
HYMB
SPDR SER TR
-$187.6K
91,145
-5%
增持
IWM
ISHARES TR
+$186.3K
4,069
+26%
增持
FTNT
FORTINET INC
+$182.7K
10,510
+1%
增持
IVW
ISHARES TR
+$181.6K
10,082
+15%
增持
SCHX
SCHWAB STRATEGIC TR
+$179.3K
181,438
+206%
减持
KO
COCA COLA CO
-$173.8K
15,353
-2%
增持
AMGN
AMGEN INC
-$173.6K
2,888
+0%
增持
IWD
ISHARES TR
+$170.3K
6,758
+19%
增持
ET
ENERGY TRANSFER L P
+$163.1K
46,040
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$159.9K
2,330
-30%
减持
UNP
UNION PAC CORP
-$158.3K
3,875
-8%
减持
IJR
ISHARES TR
-$153.1K
13,177
-8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$150.7K
19,493
-6%
增持
—
LINDE PLC
-$139.9K
2,487
+0%
减持
XYL
XYLEM INC
-$139.9K
5,512
-5%
减持
PBA
PEMBINA PIPELINE CORP
-$134.6K
27,460
-1%
减持
PEP
PEPSICO INC
-$133.8K
2,950
-14%
减持
CVX
CHEVRON CORP NEW
-$132.1K
8,462
-8%
增持
SCHB
SCHWAB STRATEGIC TR
+$131.6K
84,125
+215%
减持
TER
TERADYNE INC
-$131.2K
1,868
-32%
减持
ADBE
ADOBE INC
-$130.0K
1,438
-3%
减持
AMAT
APPLIED MATLS INC
-$128.6K
1,659
-16%
增持
SCHA
SCHWAB STRATEGIC TR
+$127.0K
19,830
+165%
增持
QUAL
ISHARES TR
+$121.5K
13,802
+6%
减持
GIS
GENERAL MLS INC
-$119.6K
5,684
-13%
减持
MA
MASTERCARD INCORPORATED
+$119.2K
3,757
-0%
减持
CMCSA
COMCAST CORP NEW
-$115.0K
15,268
-7%
减持
COP
CONOCOPHILLIPS
-$114.6K
3,069
-23%
增持
ABBV
ABBVIE INC
-$114.5K
6,202
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$112.8K
6,401
-7%
减持
POOL
POOL CORP
-$110.9K
681
-25%
减持
CSCO
CISCO SYS INC
+$110.3K
19,098
-0%
减持
LPLA
LPL FINL HLDGS INC
+$109.1K
1,236
-2%
减持
GD
GENERAL DYNAMICS CORP
-$105.8K
1,961
-5%
减持
—
MEDTRONIC PLC
-$105.5K
5,460
-9%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$104.8K
35,954
+4%
增持
SCHF
SCHWAB STRATEGIC TR
-$104.2K
333,550
+119%
减持
ECL
ECOLAB INC
-$103.9K
4,028
-2%
减持
WFC
WELLS FARGO CO NEW
+$101.3K
7,453
-0%
减持
BSY
BENTLEY SYS INC
-$101.0K
6,498
-18%
减持
NFLX
NETFLIX INC
+$97.0K
607
-3%
减持
MCK
MCKESSON CORP
+$91.9K
1,460
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$91.5K
5,643
+28%
减持
COO
COOPER COS INC
-$90.3K
3,286
-8%
增持
NOW
SERVICENOW INC
+$85.0K
416
+5%
减持
PNC
PNC FINL SVCS GROUP INC
-$84.8K
4,751
-12%
减持
SPGI
S&P GLOBAL INC
-$84.8K
2,934
-2%
减持
NEE
NEXTERA ENERGY INC
-$80.1K
5,963
-1%
减持
BIL
SPDR SER TR
-$78.7K
3,631
-19%
减持
DUK
DUKE ENERGY CORP NEW
-$77.7K
8,548
-1%
增持
ORCL
ORACLE CORP
+$76.2K
5,855
+11%
减持
QCOM
QUALCOMM INC
-$73.7K
2,530
-7%
减持
IT
GARTNER INC
-$73.3K
1,811
-3%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
+$69.4K
2,223
-4%
增持
ETR
ENTERGY CORP NEW
+$61.0K
7,955
+93%
减持
SO
SOUTHERN CO
-$60.7K
6,451
-2%
减持
SBUX
STARBUCKS CORP
-$60.7K
3,861
-9%
减持
—
ASTRAZENECA PLC
-$59.1K
3,834
-4%
减持
CAT
CATERPILLAR INC
-$57.8K
1,921
-0%
增持
PYPL
PAYPAL HLDGS INC
+$57.8K
6,728
+2%
减持
VRSN
VERISIGN INC
+$57.7K
3,461
-0%
减持
MS
MORGAN STANLEY
+$57.5K
2,773
-1%
