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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 18
增持 72
减持 53
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$28.4M
5,077,667
+6%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$11.7M
21,391
+2399%
增持
MUB
ISHARES TR
+$7.6M
103,671
+240%
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
VTV
VANGUARD INDEX FDS
+$7.1M
774,481
+3%
建仓
LOAR
LOAR HOLDINGS INC
+$3.5M
40,883
增持
VB
VANGUARD INDEX FDS
+$3.1M
32,662
+55%
建仓
AGG
ISHARES TR
+$3.0M
30,488
增持
VUG
VANGUARD INDEX FDS
+$2.7M
30,850
+6%
增持
MSFT
MICROSOFT CORP
+$2.6M
21,342
+0%
增持
NVDA
NVIDIA CORPORATION
+$2.5M
41,158
+12%
增持
SCHV
SCHWAB STRATEGIC TR
+$1.5M
284,817
+19%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.4M
73,570
+198%
减持
SPY
SPDR S&P 500 ETF TR
+$1.2M
33,860
-4%
增持
GOOG
ALPHABET INC
+$1.0M
34,161
+6%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$1.0M
31,743
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$912.2K
106,066
+11%
减持
VOO
VANGUARD INDEX FDS
+$862.0K
16,108
-0%
增持
AAPL
APPLE INC
-$798.3K
56,561
+1%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$786.7K
7,324
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$775.5K
46,227
+79%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$755.3K
66,336
+75%
增持
AMZN
AMAZON COM INC
+$737.1K
20,529
+4%
减持
SCHF
SCHWAB STRATEGIC TR
+$682.9K
304,631
-0%
增持
SCHB
SCHWAB STRATEGIC TR
+$666.4K
121,310
+17%
减持
AVGO
BROADCOM INC
+$567.4K
5,537
-3%
增持
VTI
VANGUARD INDEX FDS
+$543.5K
18,476
+0%
增持
META
META PLATFORMS INC
+$541.0K
2,938
+4%
增持
SCHX
SCHWAB STRATEGIC TR
+$495.6K
199,610
+1%
建仓
VTES
VANGUARD WELLINGTON FD
+$482.4K
4,780
减持
ORCL
ORACLE CORP
+$452.5K
5,763
-0%
增持
IEMG
ISHARES INC
+$429.5K
35,623
+12%
增持
NFLX
NETFLIX INC
+$395.5K
727
+17%
减持
INTF
ISHARES TR
+$395.1K
341,743
-7%
增持
IVV
ISHARES TR
+$376.4K
6,307
+0%
建仓
BOND
PIMCO ETF TR
+$371.4K
4,029
增持
RBLX
ROBLOX CORP
+$353.2K
7,487
+0%
建仓
—
WELLS FARGO CO NEW
+$351.1K
299
建仓
CGHM
CAPITAL GRP FIXED INCM ETF T
+$345.5K
14,026
增持
EFA
ISHARES TR
+$339.0K
37,564
+2%
减持
JNJ
JOHNSON & JOHNSON
-$337.0K
24,108
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$315.1K
7,203
-0%
清仓
XLK
SELECT SECTOR SPDR TR
-$310.1K
0
-100%
减持
SEIC
SEI INVTS CO
+$297.5K
38,833
-6%
减持
GOOGL
ALPHABET INC
+$271.4K
12,610
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$264.1K
5,754
-0%
增持
UNH
UNITEDHEALTH GROUP INC
-$262.2K
2,046
+19%
建仓
CEG
CONSTELLATION ENERGY CORP
+$260.6K
807
减持
TSLA
TESLA INC
+$260.3K
4,936
-2%
减持
CVX
CHEVRON CORP NEW
-$260.1K
8,138
-4%
减持
INTU
INTUIT
+$256.8K
1,739
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$256.1K
6,427
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$255.3K
4,306
+10%
增持
IJR
ISHARES TR
+$253.7K
15,068
+13%
清仓
CHE
CHEMED CORP NEW
-$248.0K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$244.0K
12,483
+19%
减持
APH
AMPHENOL CORP NEW
+$242.2K
11,681
-16%
增持
HYMB
SPDR SERIES TRUST
+$236.6K
106,286
+12%
增持
EFX
EQUIFAX INC
+$233.9K
2,129
+63%
建仓
SHYM
BLACKROCK ETF TRUST II
+$225.6K
10,113
建仓
GLD
SPDR GOLD TR
+$225.0K
738
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$223.2K
7,197
建仓
MO
ALTRIA GROUP INC
+$221.7K
3,782
增持
QUAL
ISHARES TR
+$220.0K
13,785
+2%
减持
ABBV
ABBVIE INC
-$219.5K
5,567
-7%
建仓
MCO
MOODYS CORP
+$219.2K
437
减持
VEA
VANGUARD TAX-MANAGED FDS
+$219.1K
44,549
-2%
增持
C
CITIGROUP INC
+$218.5K
10,206
+11%
减持
PG
PROCTER AND GAMBLE CO
-$217.1K
16,472
-1%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$216.6K
2,867
建仓
BBMC
J P MORGAN EXCHANGE TRADED F
+$215.9K
2,215
清仓
ELV
ELEVANCE HEALTH INC
-$213.8K
0
-100%
减持
IQLT
ISHARES TR
+$212.9K
88,774
-3%
建仓
UBER
UBER TECHNOLOGIES INC
+$212.9K
2,282
增持
IWF
ISHARES TR
+$212.3K
2,719
+4%
建仓
VIRT
VIRTU FINL INC
+$211.4K
4,719
清仓
EXC
EXELON CORP
-$209.2K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$206.8K
0
-100%
清仓
AFL
AFLAC INC
-$204.2K
0
-100%
建仓
BNY
BANK NEW YORK MELLON CORP
+$204.0K
2,239
增持
QQQ
INVESCO QQQ TR
+$189.9K
1,419
+12%
增持
PYLD
PIMCO ETF TR
+$166.1K
15,796
+64%
减持
ZTS
ZOETIS INC
-$160.1K
5,991
-10%
减持
IVW
ISHARES TR
+$158.1K
9,924
-1%
增持
NOW
SERVICENOW INC
+$154.6K
433
+19%
增持
MRK
MERCK & CO INC
-$148.1K
19,525
+3%
减持
PFE
PFIZER INC
-$142.4K
41,473
-8%
减持
IJH
ISHARES TR
-$140.9K
16,207
-17%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$136.5K
0
-100%
增持
DIS
DISNEY WALT CO
+$136.2K
4,240
+7%
减持
MRSH
MARSH & MCLENNAN COS INC
-$135.6K
3,219
-6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$133.8K
3,372
+12%
增持
BSY
BENTLEY SYS INC
+$130.9K
8,101
+4%
减持
PM
PHILIP MORRIS INTL INC
+$130.5K
6,628
-2%
减持
DHR
DANAHER CORPORATION
-$128.4K
6,313
-6%
减持
CSCO
CISCO SYS INC
+$124.1K
17,652
-1%
增持
ITOT
ISHARES TR
+$117.6K
5,091
+9%
增持
CAT
CATERPILLAR INC
+$116.0K
1,904
+1%
减持
LII
LENNOX INTL INC
-$112.6K
635
-25%
增持
—
ALLEGION PLC
+$111.8K
2,453
+32%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$110.8K
5,347
-9%
增持
IWD
ISHARES TR
+$103.9K
5,896
+7%
减持
VRSN
VERISIGN INC
+$103.2K
3,129
-1%
增持
AXP
AMERICAN EXPRESS CO
+$103.0K
2,011
+0%
减持
GS
GOLDMAN SACHS GROUP INC
+$99.6K
644
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$95.3K
3,849
-11%
增持
SCHD
SCHWAB STRATEGIC TR
+$93.9K
54,861
+13%
增持
LRCX
LAM RESEARCH CORP
+$92.4K
3,494
+3%
减持
MCD
MCDONALDS CORP
-$90.9K
3,268
-2%
增持
WMT
WALMART INC
+$90.3K
6,363
+5%
减持
LLY
ELI LILLY & CO
-$90.1K
1,293
-3%
增持
MCK
MCKESSON CORP
+$90.1K
1,484
+0%
增持
LPLA
LPL FINL HLDGS INC
+$88.2K
1,460
+4%
增持
COST
COSTCO WHSL CORP NEW
+$86.7K
804
+7%
增持
—
EXXON MOBIL CORP
-$86.0K
11,981
+3%
增持
BAC
BANK AMERICA CORP
+$82.3K
12,104
+3%
增持
GD
GENERAL DYNAMICS CORP
+$82.0K
2,152
+7%
减持
DG
DOLLAR GEN CORP NEW
+$81.4K
3,516
-4%
减持
COP
CONOCOPHILLIPS
-$81.4K
3,258
-8%
增持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$76.1K
2,491
+15%
增持
SCHA
SCHWAB STRATEGIC TR
+$73.0K
17,600
+11%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$70.4K
694
+21%
减持
—
EATON CORP PLC
+$69.9K
882
-2%
增持
RTX
RTX CORPORATION
+$67.9K
4,218
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$67.8K
3,630
+1%
增持
PBA
PEMBINA PIPELINE CORP
-$67.1K
27,039
+0%
减持
UNP
UNION PAC CORP
-$65.6K
3,725
-5%
增持
GE
GE AEROSPACE
+$64.5K
1,087
+1%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$63.0K
8,691
+244%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$62.8K
2,985
-1%
减持
AMAT
APPLIED MATLS INC
+$61.5K
1,778
-2%
增持
IWM
ISHARES TR
+$59.3K
3,618
+0%
减持
IT
GARTNER INC
-$58.3K
1,566
-5%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$57.9K
2,396
+11%
减持
PEP
PEPSICO INC
-$57.0K
2,987
-1%
减持
COO
COOPER COS INC
-$56.4K
3,544
-3%
减持
TJX
TJX COS INC NEW
-$53.1K
7,831
-7%
减持
PYPL
PAYPAL HLDGS INC
+$48.9K
5,935
-1%
增持
—
LYONDELLBASELL INDUSTRIES N
-$48.6K
3,911
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$44.8K
18,773
-1%
减持
CMCSA
COMCAST CORP NEW
-$44.6K
14,832
-5%
减持
ECL
ECOLAB INC
+$44.6K
3,601
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$44.3K
4,136
+0%
减持
EEM
ISHARES TR
+$43.4K
10,104
-1%
减持
PNC
PNC FINL SVCS GROUP INC
+$43.1K
4,598
-1%
增持
OLED
UNIVERSAL DISPLAY CORP
+$42.7K
2,814
+0%
减持
GIS
GENERAL MLS INC
-$42.2K
5,197
-0%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$41.8K
2,825
-13%
增持
VYM
VANGUARD WHITEHALL FDS
+$40.8K
8,002
+1%
增持
SCHE
SCHWAB STRATEGIC TR
+$40.7K
8,473
+9%
减持
SPGI
S&P GLOBAL INC
+$40.6K
2,684
-1%
