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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 15
增持 58
减持 60
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$9.5M
832,005
+4%
减持
SCHG
SCHWAB STRATEGIC TR
+$2.0M
4,922,527
-1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.8M
18,185
-15%
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
GOOG
ALPHABET INC
+$1.6M
26,507
-4%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.5M
364,637
+17%
减持
ORCL
ORACLE CORP
-$1.2M
13,893
-0%
减持
MSFT
MICROSOFT CORP
-$1.1M
20,360
-3%
减持
GOOGL
ALPHABET INC
+$925.1K
13,345
-0%
增持
INTF
ISHARES TR
+$895.2K
343,363
+2%
增持
VBIL
VANGUARD INSTL INDEX FD
+$825.0K
21,022
+109%
增持
VB
VANGUARD INDEX FDS
+$670.3K
34,315
+7%
减持
AAPL
APPLE INC
+$666.9K
56,389
-2%
增持
JNJ
JOHNSON & JOHNSON
+$569.5K
23,876
+1%
增持
LOAR
LOAR HOLDINGS INC
-$491.1K
41,032
+0%
增持
SCHB
SCHWAB STRATEGIC TR
+$485.3K
143,272
+13%
减持
PG
PROCTER AND GAMBLE CO
-$481.0K
13,947
-14%
增持
MRK
MERCK & CO INC
+$448.6K
18,062
+4%
增持
RBLX
ROBLOX CORP
-$426.6K
7,468
+0%
建仓
HEDJ
WISDOMTREE TR
+$391.8K
7,384
清仓
OLED
UNIVERSAL DISPLAY CORP
-$376.6K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$373.4K
3,765
增持
AMZN
AMAZON COM INC
+$361.2K
23,273
+2%
清仓
VXUS
VANGUARD STAR FDS
-$350.8K
0
-100%
增持
SCHV
SCHWAB STRATEGIC TR
+$350.6K
291,573
+2%
增持
PYLD
PIMCO ETF TR
+$348.6K
35,360
+60%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$318.0K
0
-100%
减持
PFE
PFIZER INC
-$317.2K
28,855
-29%
减持
LLY
ELI LILLY & CO
+$310.5K
1,159
-5%
建仓
COO
COOPER COS INC
+$309.3K
3,774
增持
CAT
CATERPILLAR INC
+$303.4K
2,104
+11%
清仓
MDLZ
MONDELEZ INTL INC
-$286.9K
0
-100%
建仓
APP
APPLOVIN CORP
+$274.9K
408
清仓
POOL
POOL CORP
-$269.4K
0
-100%
减持
ZTS
ZOETIS INC
-$267.3K
3,852
-25%
清仓
WSO
WATSCO INC
-$264.4K
0
-100%
增持
AVGO
BROADCOM INC
+$263.1K
6,054
+9%
减持
META
META PLATFORMS INC
-$258.0K
2,973
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$251.4K
3,372
-4%
增持
EFA
ISHARES TR
+$242.6K
39,831
+4%
建仓
BEAM
BEAM THERAPEUTICS INC
+$235.3K
8,488
减持
AGG
ISHARES TR
-$233.0K
8,918
-20%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$227.5K
749
建仓
TTAN
SERVICETITAN INC
+$226.8K
2,130
清仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$220.3K
0
-100%
增持
CRM
SALESFORCE INC
+$219.4K
6,861
+2%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$219.0K
0
-100%
增持
PEP
PEPSICO INC
+$218.4K
4,447
+49%
建仓
IQV
IQVIA HLDGS INC
+$218.2K
968
增持
CEG
CONSTELLATION ENERGY CORP
+$215.6K
1,396
+66%
建仓
MMM
3M CO
+$214.7K
1,341
清仓
BND
VANGUARD BD INDEX FDS
-$213.7K
0
-100%
建仓
PH
PARKER-HANNIFIN CORP
+$213.6K
243
建仓
BA
BOEING CO
+$212.7K
980
减持
AMT
AMERICAN TOWER CORP NEW
-$212.2K
2,978
-22%
建仓
CVS
CVS HEALTH CORP
+$212.2K
2,673
减持
VONE
VANGUARD SCOTTSDALE FDS
+$211.5K
31,978
-0%
减持
VOO
VANGUARD INDEX FDS
+$211.5K
16,055
-0%
清仓
CI
THE CIGNA GROUP
-$210.9K
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$210.2K
775
减持
BSY
BENTLEY SYS INC
-$208.3K
5,739
-31%
清仓
FETH
FIDELITY ETHEREUM FD
-$207.8K
0
-100%
清仓
HRB
BLOCK H & R INC
-$206.9K
0
-100%
建仓
MCO
MOODYS CORP
+$206.5K
404
减持
MRSH
MARSH & MCLENNAN COS INC
-$204.5K
2,810
-22%
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC
-$202.7K
0
-100%
增持
—
EXXON MOBIL CORP
+$202.3K
13,263
+7%
建仓
ENB
ENBRIDGE INC
+$202.2K
4,228
清仓
MARA
MARA HOLDINGS INC
-$202.0K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$201.9K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$201.1K
0
-100%
清仓
—
CRISPR THERAPEUTICS AG
-$200.9K
0
-100%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$199.8K
94,581
+8%
减持
DHR
DANAHER CORPORATION
+$195.3K
6,538
-0%
减持
SCHM
SCHWAB STRATEGIC TR
-$195.2K
48,566
-13%
减持
SPY
SPDR S&P 500 ETF TR
+$192.2K
36,766
-1%
增持
IQLT
ISHARES TR
+$191.6K
90,848
+2%
减持
HD
HOME DEPOT INC
-$181.6K
2,948
-0%
减持
MDLV
EA SERIES TRUST
-$177.4K
7,279
-47%
增持
NFLX
NETFLIX INC
-$176.7K
6,338
+886%
增持
NVDA
NVIDIA CORPORATION
+$163.5K
42,204
+2%
增持
AMGN
AMGEN INC
+$155.8K
3,282
+1%
减持
—
LINDE PLC
-$153.7K
2,219
-4%
增持
VO
VANGUARD INDEX FDS
+$145.7K
1,433
+56%
增持
C
CITIGROUP INC
+$143.7K
9,296
+0%
增持
TSLA
TESLA INC
+$132.0K
5,381
+5%
增持
IWF
ISHARES TR
+$130.0K
3,674
+7%
减持
EFX
EQUIFAX INC
-$129.3K
2,907
-2%
增持
RTX
RTX CORPORATION
+$127.7K
4,485
+8%
增持
JPM
JPMORGAN CHASE & CO.
+$125.2K
7,251
+3%
减持
LRCX
LAM RESEARCH CORP
+$124.3K
3,463
-1%
减持
PYPL
PAYPAL HLDGS INC
-$123.1K
4,317
-23%
增持
SCHX
SCHWAB STRATEGIC TR
+$119.7K
206,932
+0%
减持
QQQ
INVESCO QQQ TR
-$118.7K
1,242
-15%
减持
CSCO
CISCO SYS INC
+$117.3K
16,995
-2%
增持
T
AT&T INC
-$111.3K
35,012
+1%
减持
CMCSA
COMCAST CORP NEW
-$109.8K
10,385
-22%
增持
CME
CME GROUP INC
+$106.6K
1,967
+23%
减持
WFC
WELLS FARGO CO NEW
+$104.5K
11,772
-1%
减持
CMI
CUMMINS INC
+$102.9K
1,207
-1%
减持
VTI
VANGUARD INDEX FDS
+$102.9K
18,639
-0%
减持
COLL
COLLEGIUM PHARMACEUTICAL INC
+$102.2K
20,326
-15%
增持
PM
PHILIP MORRIS INTL INC
+$100.7K
7,290
+11%
增持
—
ASTRAZENECA PLC
+$100.3K
4,493
+10%
增持
JKHY
HENRY JACK & ASSOC INC
+$99.5K
1,680
+21%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$99.1K
5,067
-6%
增持
KO
COCA COLA CO
+$98.9K
15,266
+5%
减持
IWB
ISHARES TR
-$98.5K
897
-24%
增持
AMD
ADVANCED MICRO DEVICES INC
+$95.8K
1,725
+2%
增持
CGHM
CAPITAL GRP FIXED INCM ETF T
+$94.8K
37,292
+10%
减持
DG
DOLLAR GEN CORP NEW
+$94.7K
3,422
-2%
增持
VRSN
VERISIGN INC
-$93.3K
3,243
+3%
减持
PBA
PEMBINA PIPELINE CORP
-$91.6K
26,162
-3%
减持
LMT
LOCKHEED MARTIN CORP
-$89.9K
3,681
-2%
增持
IJR
ISHARES TR
+$88.1K
16,614
+3%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$85.3K
46,167
-1%
增持
VRSK
VERISK ANALYTICS INC
+$85.2K
4,027
+24%
增持
V
VISA INC
+$85.0K
8,919
+0%
减持
AMAT
APPLIED MATLS INC
+$83.7K
1,724
-2%
减持
APH
AMPHENOL CORP NEW
-$82.9K
7,478
-15%
减持
UNH
UNITEDHEALTH GROUP INC
-$80.7K
1,671
-9%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$79.5K
5,494
+0%
减持
SPGI
S&P GLOBAL INC
+$78.8K
2,634
-1%
增持
LPLA
LPL FINL HLDGS INC
+$77.7K
1,570
+8%
增持
MCK
MCKESSON CORP
+$73.7K
1,479
+0%
增持
TJX
TJX COS INC NEW
+$73.1K
7,871
+0%
减持
IT
GARTNER INC
-$72.6K
1,033
-19%
减持
VBK
VANGUARD INDEX FDS
-$72.4K
1,236
-17%
减持
AXP
AMERICAN EXPRESS CO
+$71.8K
2,029
-1%
增持
RIO
RIO TINTO PLC
+$71.6K
3,525
+11%
增持
MCD
MCDONALDS CORP
+$71.6K
3,465
+7%
增持
SEIC
SEI INVTS CO
-$70.8K
81,169
+2%
增持
EXC
EXELON CORP
+$70.1K
6,348
+38%
增持
PNC
PNC FINL SVCS GROUP INC
+$70.1K
4,700
+4%
减持
IVV
ISHARES TR
+$70.0K
6,149
-1%
减持
VBR
VANGUARD INDEX FDS
-$68.4K
1,510
-19%
减持
APD
AIR PRODS & CHEMS INC
-$65.3K
1,915
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$64.1K
18,720
-0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$57.7K
1,145
-5%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$57.4K
715
-1%
减持
LII
LENNOX INTL INC
-$56.7K
559
-10%
增持
XYL
XYLEM INC
-$56.0K
5,015
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$53.5K
5,611
+8%
减持
COST
COSTCO WHSL CORP NEW
-$52.0K
780
-0%
减持
WRB
BERKLEY W R CORP
-$51.8K
6,470
-2%
增持
IXUS
ISHARES TR
+$51.7K
4,804
+12%
增持
MS
MORGAN STANLEY
+$51.5K
2,534
+1%
减持
SO
SOUTHERN CO
-$51.0K
6,457
-0%
增持
GSK
GSK PLC
+$50.6K
6,443
+5%
减持
HON
HONEYWELL INTL INC
-$50.5K
1,773
-6%
减持
IWM
ISHARES TR
-$50.4K
3,475
-7%
