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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 28
增持 35
减持 80
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
SCHG
SCHWAB STRATEGIC TR
-$23.0M
4,788,212
-7%
增持
VTI
VANGUARD INDEX FDS
+$4.5M
18,454
+909%
减持
VUG
VANGUARD INDEX FDS
-$2.1M
29,121
-7%
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
-$2.0M
55,836
-3%
减持
SPY
SPDR S&P 500 ETF TR
-$1.9M
35,341
-4%
减持
GOOG
ALPHABET INC
-$1.7M
32,189
-9%
减持
MSFT
MICROSOFT CORP
-$1.5M
21,273
-6%
减持
IVE
ISHARES TR
-$1.5M
1,448
-85%
减持
IWF
ISHARES TR
-$1.1M
2,609
-48%
减持
VOO
VANGUARD INDEX FDS
-$1.1M
16,127
-7%
减持
EFA
ISHARES TR
-$1.0M
36,936
-31%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$974.4K
31,098
-6%
增持
NVDA
NVIDIA CORPORATION
-$754.0K
36,780
+4%
增持
JNJ
JOHNSON & JOHNSON
+$680.2K
24,237
+5%
减持
CRM
SALESFORCE INC
-$657.5K
7,245
-7%
清仓
AGG
ISHARES TR
-$643.8K
0
-100%
减持
IVV
ISHARES TR
-$631.7K
6,299
-11%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$601.3K
45,654
+27%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$563.8K
95,755
-14%
增持
AMZN
AMAZON COM INC
-$555.2K
19,798
+0%
增持
TSLA
TESLA INC
-$535.5K
5,046
+11%
减持
SCHV
SCHWAB STRATEGIC TR
-$491.9K
240,315
-9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$473.1K
6,343
-1%
减持
GOOGL
ALPHABET INC
-$453.6K
12,616
-1%
减持
AVGO
BROADCOM INC
-$443.6K
5,727
-5%
建仓
OLED
UNIVERSAL DISPLAY CORP
+$391.9K
2,810
减持
IWB
ISHARES TR
-$371.7K
1,019
-52%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$355.2K
4,500
增持
SCHM
SCHWAB STRATEGIC TR
+$349.1K
24,654
+130%
建仓
MARA
MARA HOLDINGS INC
+$347.9K
30,249
建仓
ES
EVERSOURCE ENERGY
+$326.4K
5,256
建仓
DG
DOLLAR GEN CORP NEW
+$320.7K
3,648
增持
SCHB
SCHWAB STRATEGIC TR
+$314.8K
103,320
+23%
建仓
XLK
SELECT SECTOR SPDR TR
+$310.1K
1,502
减持
INTF
ISHARES TR
-$304.0K
366,497
-9%
清仓
—
ASPEN TECHNOLOGY INC
-$302.1K
0
-100%
建仓
MDLZ
MONDELEZ INTL INC
+$297.7K
4,388
减持
SEIC
SEI INVTS CO
-$297.4K
41,119
-3%
建仓
KHC
KRAFT HEINZ CO
+$287.6K
9,450
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$283.5K
2,485
建仓
NDSN
NORDSON CORP
+$281.4K
1,395
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$279.6K
3,022
建仓
—
LYONDELLBASELL INDUSTRIES N
+$274.9K
3,905
建仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$259.7K
2,044
建仓
PYLD
PIMCO ETF TR
+$253.1K
9,605
减持
LMT
LOCKHEED MARTIN CORP
-$253.1K
3,611
-6%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$250.0K
2,156
建仓
CHE
CHEMED CORP NEW
+$248.0K
403
减持
TJX
TJX COS INC NEW
-$247.6K
8,376
-20%
增持
ZTS
ZOETIS INC
+$247.6K
6,647
+28%
建仓
CI
THE CIGNA GROUP
+$246.9K
750
清仓
IGPT
INVESCO EXCHANGE TRADED FD T
-$238.5K
0
-100%
建仓
SPEM
SPDR INDEX SHS FDS
+$238.0K
6,045
清仓
TER
TERADYNE INC
-$235.3K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$232.7K
10,533
+41%
清仓
FUN
SIX FLAGS ENTERTAINMENT CORP
-$223.7K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
+$223.4K
6,783
-4%
减持
MRK
MERCK & CO INC
-$223.2K
18,869
-2%
建仓
INTC
INTEL CORP
+$217.5K
9,577
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$217.2K
856
-28%
减持
EEM
ISHARES TR
-$216.9K
10,160
-36%
建仓
GE
GE AEROSPACE
+$215.2K
1,075
建仓
SCHE
SCHWAB STRATEGIC TR
+$214.7K
7,787
建仓
ELV
ELEVANCE HEALTH INC
+$213.8K
492
清仓
SHYM
BLACKROCK ETF TRUST II
-$213.3K
0
-100%
建仓
FICO
FAIR ISAAC CORP
+$210.2K
114
减持
IWD
ISHARES TR
-$210.0K
5,534
-18%
建仓
EXC
EXELON CORP
+$209.2K
4,541
建仓
XLF
SELECT SECTOR SPDR TR
+$206.8K
4,151
清仓
ADI
ANALOG DEVICES INC
-$206.3K
0
-100%
建仓
AFL
AFLAC INC
+$204.2K
1,836
减持
VTV
VANGUARD INDEX FDS
-$202.2K
751,089
-2%
增持
CVX
CHEVRON CORP NEW
+$199.8K
8,521
+1%
增持
CCI
CROWN CASTLE INC
+$193.7K
3,938
+65%
减持
IT
GARTNER INC
-$186.1K
1,647
-9%
减持
PYPL
PAYPAL HLDGS INC
-$182.1K
6,010
-11%
减持
IWM
ISHARES TR
-$177.7K
3,616
-11%
增持
MRSH
MARSH & MCLENNAN COS INC
+$177.2K
3,439
+10%
增持
SCHX
SCHWAB STRATEGIC TR
+$177.2K
198,502
+9%
减持
T
AT&T INC
+$174.5K
35,661
-3%
减持
APH
AMPHENOL CORP NEW
-$172.5K
13,893
-11%
减持
ORCL
ORACLE CORP
-$168.1K
5,776
-1%
增持
MCK
MCKESSON CORP
+$165.3K
1,482
+2%
减持
IEMG
ISHARES INC
-$157.9K
31,665
-11%
减持
QUAL
ISHARES TR
-$157.7K
13,460
-2%
减持
ABBV
ABBVIE INC
+$150.8K
5,980
-4%
减持
NOW
SERVICENOW INC
-$150.4K
365
-12%
减持
ADBE
ADOBE INC
-$148.9K
1,279
-11%
减持
AMT
AMERICAN TOWER CORP NEW
+$147.2K
4,347
-0%
减持
SCHA
SCHWAB STRATEGIC TR
-$140.6K
15,888
-20%
减持
V
VISA INC
-$137.3K
9,009
-14%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$136.5K
10,965
减持
AMGN
AMGEN INC
+$135.8K
2,852
-1%
减持
IJH
ISHARES TR
-$125.6K
19,641
-4%
增持
VB
VANGUARD INDEX FDS
-$125.2K
21,042
+6%
增持
IJR
ISHARES TR
-$125.2K
13,322
+1%
增持
WRB
BERKLEY W R CORP
+$122.9K
6,097
+15%
建仓
MVIS
MICROVISION INC DEL
+$122.8K
99,047
减持
SCHF
SCHWAB STRATEGIC TR
-$121.2K
305,838
-8%
减持
—
EXXON MOBIL CORP
+$118.8K
11,583
-1%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$114.8K
25,853
+14%
增持
GSK
GSK PLC
+$108.9K
9,140
+26%
减持
DUK
DUKE ENERGY CORP NEW
+$106.1K
8,420
-1%
减持
PNC
PNC FINL SVCS GROUP INC
-$102.2K
4,631
-3%
减持
MA
MASTERCARD INCORPORATED
-$98.2K
3,431
-9%
减持
INTU
INTUIT
-$97.5K
1,812
-6%
减持
KO
COCA COLA CO
+$93.4K
14,651
-5%
减持
IVW
ISHARES TR
-$89.1K
10,067
-0%
增持
ROL
ROLLINS INC
+$86.9K
6,046
+17%
减持
SPGI
S&P GLOBAL INC
-$86.6K
2,705
-8%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$84.9K
1,054
+6%
增持
POOL
POOL CORP
+$84.6K
996
+46%
减持
VRSN
VERISIGN INC
+$84.2K
3,153
-9%
增持
PFE
PFIZER INC
+$79.3K
45,292
+12%
增持
UPS
UNITED PARCEL SERVICE INC
+$78.6K
3,386
+45%
减持
VZ
VERIZON COMMUNICATIONS INC
+$77.6K
18,896
-3%
减持
HD
HOME DEPOT INC
-$77.5K
2,994
-1%
增持
WSO
WATSCO INC
+$75.7K
725
+17%
减持
FTNT
FORTINET INC
-$75.4K
9,532
-9%
减持
CAT
CATERPILLAR INC
-$74.0K
1,889
-2%
减持
AXP
AMERICAN EXPRESS CO
-$73.8K
2,002
-3%
增持
RTX
RTX CORPORATION
+$72.4K
4,137
+1%
增持
COP
CONOCOPHILLIPS
+$69.4K
3,559
+16%
减持
WMT
WALMART INC
-$68.1K
6,059
-9%
减持
WEC
WEC ENERGY GROUP INC
+$67.5K
5,286
-2%
减持
PBA
PEMBINA PIPELINE CORP
+$66.7K
27,014
-2%
增持
HYMB
SPDR SER TR
+$65.7K
95,052
+4%
减持
BAC
BANK AMERICA CORP
-$64.4K
11,753
-7%
增持
—
MEDTRONIC PLC
+$64.4K
5,570
+2%
减持
EMR
EMERSON ELEC CO
-$64.1K
2,082
-12%
减持
BLK
BLACKROCK INC
-$62.4K
311
-11%
减持
HON
HONEYWELL INTL INC
-$62.3K
2,083
-7%
减持
DIS
DISNEY WALT CO
-$59.4K
3,948
-2%
减持
SCHW
SCHWAB CHARLES CORP
-$58.0K
2,839
-25%
减持
ETR
ENTERGY CORP NEW
-$57.7K
6,380
-20%
减持
PRU
PRUDENTIAL FINL INC
-$57.6K
3,906
-6%
减持
ABT
ABBOTT LABS
+$56.9K
3,641
-3%
减持
MS
MORGAN STANLEY
-$56.7K
2,503
-10%
增持
LPLA
LPL FINL HLDGS INC
+$55.7K
1,404
+14%
减持
—
ACCENTURE PLC IRELAND
-$53.3K
889
-5%
增持
—
ASTRAZENECA PLC
+$52.7K
4,135
+8%
增持
SBUX
STARBUCKS CORP
+$52.4K
4,125
+7%
增持
DHR
DANAHER CORPORATION
+$52.1K
6,710
+16%
减持
VBK
VANGUARD INDEX FDS
-$52.0K
1,567
-2%
减持
GIS
GENERAL MLS INC
-$51.0K
5,210
-8%
增持
SCHD
SCHWAB STRATEGIC TR
+$47.9K
48,637
+1%
减持
VRSK
VERISK ANALYTICS INC
-$47.6K
3,099
-12%
减持
—
LINDE PLC
+$47.4K
2,338
-6%
减持
COR
CENCORA INC
+$46.4K
906
-1%
减持
ET
ENERGY TRANSFER L P
-$46.2K
46,034
-0%
