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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 24
增持 57
减持 56
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$12.5M
801,260
+3%
减持
SCHG
SCHWAB STRATEGIC TR
+$10.2M
4,968,190
-2%
减持
MUB
ISHARES TR
-$7.2M
33,896
-67%
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
SEIC
SEI INVTS CO
+$3.2M
79,296
+104%
增持
AAPL
APPLE INC
+$3.1M
57,585
+2%
增持
ORCL
ORACLE CORP
+$2.7M
13,928
+142%
减持
AGG
ISHARES TR
-$1.9M
11,210
-63%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
37,273
+10%
减持
VUG
VANGUARD INDEX FDS
+$1.3M
30,812
-0%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
41,310
+0%
增持
GOOGL
ALPHABET INC
+$1.0M
13,378
+6%
减持
HYMB
SPDR SERIES TRUST
-$999.3K
65,563
-38%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$755.6K
31,986
+1%
增持
TSLA
TESLA INC
+$720.1K
5,145
+4%
减持
VOO
VANGUARD INDEX FDS
+$707.4K
16,097
-0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$692.4K
21,492
+0%
减持
JNJ
JOHNSON & JOHNSON
+$689.3K
23,578
-2%
减持
GOOG
ALPHABET INC
+$644.5K
27,527
-19%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$619.4K
87,574
+32%
增持
SCHX
SCHWAB STRATEGIC TR
+$570.3K
206,865
+4%
增持
SCHF
SCHWAB STRATEGIC TR
+$553.2K
312,953
+3%
增持
VBIL
VANGUARD INSTL INDEX FD
+$544.0K
10,059
+251%
增持
VTI
VANGUARD INDEX FDS
+$530.9K
18,729
+1%
增持
CGHM
CAPITAL GRP FIXED INCM ETF T
+$509.9K
33,823
+141%
增持
AMZN
AMAZON COM INC
+$506.7K
22,820
+11%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$500.8K
18,957
清仓
ADBE
ADOBE INC
-$472.8K
0
-100%
增持
IWF
ISHARES TR
+$454.5K
3,435
+26%
减持
VB
VANGUARD INDEX FDS
+$441.0K
32,174
-1%
建仓
CME
CME GROUP INC
+$430.7K
1,594
减持
SCHM
SCHWAB STRATEGIC TR
-$408.0K
55,856
-24%
减持
SCHV
SCHWAB STRATEGIC TR
+$402.0K
284,537
-0%
建仓
MDLV
EA SERIES TRUST
+$383.9K
13,710
增持
SCHB
SCHWAB STRATEGIC TR
+$381.9K
127,295
+5%
减持
CRM
SALESFORCE INC
-$374.8K
6,743
-7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$369.7K
103,649
-2%
减持
INTF
ISHARES TR
+$368.8K
336,026
-2%
清仓
UPS
UNITED PARCEL SERVICE INC
-$359.6K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$356.8K
5,174
+20%
建仓
VXUS
VANGUARD STAR FDS
+$350.8K
4,775
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$350.7K
5,395
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$335.1K
3,510
+4%
减持
INTU
INTUIT
-$334.0K
1,516
-13%
减持
FTNT
FORTINET INC
-$327.1K
7,470
-17%
增持
AVGO
BROADCOM INC
+$306.0K
5,554
+0%
减持
IT
GARTNER INC
-$299.7K
1,268
-19%
减持
MSFT
MICROSOFT CORP
+$298.6K
21,072
-1%
增持
QUAL
ISHARES TR
+$278.1K
14,387
+4%
清仓
—
ACCENTURE PLC IRELAND
-$274.1K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$273.6K
1,691
增持
ABBV
ABBVIE INC
+$271.1K
5,634
+1%
清仓
GIS
GENERAL MLS INC
-$269.3K
0
-100%
增持
IJR
ISHARES TR
+$261.7K
16,061
+7%
增持
IEMG
ISHARES INC
+$260.7K
36,395
+2%
建仓
ULS
UL SOLUTIONS INC
+$260.6K
3,677
增持
VEA
VANGUARD TAX-MANAGED FDS
+$259.1K
46,709
+5%
清仓
COO
COOPER COS INC
-$252.2K
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$251.9K
0
-100%
建仓
OKE
ONEOK INC NEW
+$249.4K
3,418
减持
RBLX
ROBLOX CORP
+$244.1K
7,448
-1%
增持
LOAR
LOAR HOLDINGS INC
-$241.6K
41,016
+0%
清仓
CHH
CHOICE HOTELS INTL INC
-$239.3K
0
-100%
建仓
USMV
ISHARES TR
+$238.4K
2,506
建仓
EBAY
EBAY INC.
+$237.5K
2,611
建仓
—
PROSHARES TR II
+$230.9K
7,700
清仓
FICO
FAIR ISAAC CORP
-$226.7K
0
-100%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$226.3K
0
-100%
建仓
TRMB
TRIMBLE INC
+$226.2K
2,770
减持
IVV
ISHARES TR
+$225.8K
6,188
-2%
清仓
SHYM
BLACKROCK ETF TRUST II
-$225.6K
0
-100%
增持
EFA
ISHARES TR
+$224.6K
38,368
+2%
清仓
MCO
MOODYS CORP
-$219.2K
0
-100%
建仓
BND
VANGUARD BD INDEX FDS
+$213.7K
2,873
建仓
XLK
SELECT SECTOR SPDR TR
+$212.5K
754
清仓
VIRT
VIRTU FINL INC
-$211.4K
0
-100%
建仓
RIO
RIO TINTO PLC
+$210.5K
3,189
建仓
VOYA
VOYA FINANCIAL INC
+$209.7K
2,804
增持
EFX
EQUIFAX INC
+$207.9K
2,963
+39%
建仓
FETH
FIDELITY ETHEREUM FD
+$207.8K
5,000
建仓
EXC
EXELON CORP
+$206.6K
4,589
增持
VTES
VANGUARD WELLINGTON FD
+$204.6K
6,741
+41%
建仓
XGDVX
GABELLI DIVID & INCOME TR
+$203.5K
7,500
建仓
SITE
SITEONE LANDSCAPE SUPPLY INC
+$202.7K
1,574
减持
NFLX
NETFLIX INC
-$202.6K
643
-12%
建仓
SMH
VANECK ETF TRUST
+$202.0K
619
建仓
NSC
NORFOLK SOUTHN CORP
+$201.9K
672
建仓
THO
THOR INDS INC
+$201.4K
1,943
建仓
—
CRISPR THERAPEUTICS AG
+$200.9K
3,100
增持
LMT
LOCKHEED MARTIN CORP
+$189.4K
3,747
+3%
减持
ZTS
ZOETIS INC
-$182.4K
5,139
-14%
增持
PYLD
PIMCO ETF TR
+$175.5K
22,159
+40%
增持
UNP
UNION PAC CORP
+$172.1K
4,353
+17%
增持
TJX
TJX COS INC NEW
+$168.9K
7,858
+0%
减持
CAT
CATERPILLAR INC
+$162.8K
1,890
-1%
减持
V
VISA INC
-$150.1K
8,914
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$148.2K
5,486
-5%
减持
MARA
MARA HOLDINGS INC
-$146.3K
11,065
-50%
减持
PG
PROCTER AND GAMBLE CO
-$144.5K
16,139
-2%
减持
PM
PHILIP MORRIS INTL INC
-$138.6K
6,588
-1%
增持
IWB
ISHARES TR
+$136.0K
1,186
+35%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$134.3K
8,950
+3%
减持
NOW
SERVICENOW INC
-$134.1K
338
-22%
增持
VRSK
VERISK ANALYTICS INC
-$132.0K
3,243
+7%
增持
LRCX
LAM RESEARCH CORP
+$128.3K
3,498
+0%
增持
IWM
ISHARES TR
+$125.2K
3,744
+3%
减持
JPM
JPMORGAN CHASE & CO.
+$123.0K
7,011
-3%
增持
IJH
ISHARES TR
+$121.1K
17,258
+6%
减持
SPGI
S&P GLOBAL INC
-$117.5K
2,666
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$115.6K
3,822
-1%
清仓
MVIS
MICROVISION INC DEL
-$112.9K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$109.2K
13,373
-10%
增持
IEFA
ISHARES TR
+$109.1K
4,427
+33%
增持
GD
GENERAL DYNAMICS CORP
+$108.6K
2,159
+0%
增持
ZWS
ZURN ELKAY WATER SOLNS CORP
+$103.0K
8,713
+4%
增持
—
EXXON MOBIL CORP
+$102.2K
12,361
+3%
增持
IQLT
ISHARES TR
+$100.6K
89,102
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$99.0K
6,407
-0%
增持
QQQ
INVESCO QQQ TR
+$98.9K
1,469
+4%
增持
XYL
XYLEM INC
+$97.9K
5,010
+1%
减持
IVW
ISHARES TR
+$97.6K
9,859
-1%
减持
MRK
MERCK & CO INC
-$93.0K
17,307
-11%
增持
—
ALLEGION PLC
+$91.1K
2,507
+2%
减持
JKHY
HENRY JACK & ASSOC INC
-$90.8K
1,391
-16%
增持
DGRW
WISDOMTREE TR
+$88.5K
7,478
+9%
增持
MA
MASTERCARD INCORPORATED
+$84.8K
3,501
+3%
减持
GSK
GSK PLC
-$83.2K
6,148
-32%
减持
RTX
RTX CORPORATION
+$78.8K
4,152
-2%
减持
BSX
BOSTON SCIENTIFIC CORP
-$76.9K
7,270
-1%
减持
HON
HONEYWELL INTL INC
-$76.2K
1,883
-7%
减持
WSO
WATSCO INC
-$76.0K
654
-15%
减持
HD
HOME DEPOT INC
+$74.1K
2,951
-4%
减持
PBA
PEMBINA PIPELINE CORP
+$73.0K
26,873
-1%
减持
C
CITIGROUP INC
+$72.4K
9,272
-9%
减持
LLY
ELI LILLY & CO
-$72.1K
1,226
-5%
减持
COST
COSTCO WHSL CORP NEW
-$71.0K
783
-3%
增持
IWD
ISHARES TR
+$68.1K
5,959
+1%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$67.0K
721
+4%
减持
KO
COCA COLA CO
-$66.1K
14,601
-0%
减持
PYPL
PAYPAL HLDGS INC
-$66.0K
5,594
-6%
减持
LPLA
LPL FINL HLDGS INC
-$64.4K
1,452
-1%
减持
ETR
ENTERGY CORP NEW
+$63.1K
6,369
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$61.2K
8,003
+0%
增持
ITOT
ISHARES TR
+$60.3K
5,133
+1%
减持
APH
AMPHENOL CORP NEW
-$60.1K
8,835
-24%
减持
CVX
CHEVRON CORP NEW
+$59.9K
7,890
-3%
增持
IXUS
ISHARES TR
+$59.3K
4,298
+12%
减持
T
AT&T INC
-$58.6K
34,737
-3%
减持
SBUX
STARBUCKS CORP
-$58.5K
4,224
-7%
减持
OLED
UNIVERSAL DISPLAY CORP
-$58.1K
2,622
-7%
增持
DHR
DANAHER CORPORATION
+$54.3K
6,564
+4%
