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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 22
增持 49
减持 50
清仓 29
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$10.2M
861,724
+4%
增持
SCHG
SCHWAB STRATEGIC TR
-$5.7M
5,317,891
+8%
减持
MSFT
MICROSOFT CORP
-$2.6M
19,705
-3%
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
SPY
STATE STR SPDR S&P 500 ETF T
-$1.6M
32,422
-12%
清仓
COLL
COLLEGIUM PHARMACEUTICAL INC
-$941.1K
0
-100%
增持
AAPL
APPLE INC
-$871.4K
56,970
+1%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$769.1K
123,709
+31%
增持
VUG
VANGUARD INDEX FDS
-$738.0K
32,177
+6%
减持
LOAR
LOAR HOLDINGS INC
-$724.4K
36,058
-12%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$704.6K
2,542
-25%
减持
DHR
DANAHER CORP DEL
-$684.0K
4,286
-34%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$674.1K
31,202
-2%
增持
—
EXXON MOBIL CORP
+$660.2K
13,299
+0%
减持
JNJ
JOHNSON & JOHNSON
+$646.8K
22,861
-4%
减持
SEIC
SEI INVTS CO
-$632.6K
76,779
-5%
增持
ORCL
ORACLE CORP
-$632.0K
14,111
+2%
建仓
AVDE
AMERICAN CENTY ETF TR
+$625.2K
7,369
减持
V
VISA INC
-$616.1K
8,311
-7%
减持
INTU
INTUIT
-$560.8K
1,031
-32%
减持
CRM
SALESFORCE INC
-$557.4K
6,751
-2%
增持
GOOG
ALPHABET INC
-$495.0K
27,271
+3%
增持
MUB
ISHARES TR
+$469.4K
38,744
+14%
减持
SCHB
SCHWAB STRATEGIC TR
-$447.2K
131,906
-8%
减持
SPGI
S&P GLOBAL INC
-$435.6K
2,212
-16%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$422.3K
8,457
+54%
清仓
—
ASTRAZENECA PLC
-$413.0K
0
-100%
建仓
VIRT
VIRTU FINL INC
+$406.9K
9,253
建仓
IGV
ISHARES TR
+$391.4K
4,890
增持
NVDA
NVIDIA CORPORATION
-$378.1K
42,964
+2%
减持
CVX
CHEVRON CORPORATION
+$373.7K
7,726
-4%
减持
INTF
ISHARES TR
+$368.4K
342,155
-0%
建仓
BND
VANGUARD BD INDEX FDS
+$344.8K
4,682
增持
TSLA
TESLA INC
-$341.5K
5,591
+4%
建仓
—
NXP SEMICONDUCTORS N V
+$337.8K
1,716
减持
VRSK
VERISK ANALYTICS INC
-$330.7K
3,004
-25%
建仓
GEV
GE VERNOVA INC
+$330.0K
378
清仓
CCI
CROWN CASTLE INC
-$325.4K
0
-100%
清仓
BIL
SPDR SERIES TRUST
-$325.4K
0
-100%
增持
CAT
CATERPILLAR INC
+$316.7K
2,148
+2%
增持
SCHF
SCHWAB STRATEGIC TR
+$313.2K
366,831
+1%
清仓
COO
COOPER COS INC
-$309.3K
0
-100%
清仓
JKHY
HENRY JACK & ASSOC INC
-$306.6K
0
-100%
清仓
MAIN
MAIN STR CAP CORP
-$306.4K
0
-100%
建仓
GLW
CORNING INC
+$300.0K
2,207
减持
EFX
EQUIFAX INC
-$289.2K
1,897
-35%
减持
MA
MASTERCARD INCORPORATED
-$287.6K
3,368
-2%
增持
LRCX
LAM RESEARCH CORP
+$276.8K
4,070
+18%
清仓
APP
APPLOVIN CORP
-$274.9K
0
-100%
清仓
NOW
SERVICENOW INC
-$271.7K
0
-100%
建仓
COIN
COINBASE GLOBAL INC
+$269.1K
1,541
清仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$265.9K
0
-100%
清仓
IT
GARTNER INC
-$260.7K
0
-100%
减持
WFC
WELLS FARGO & CO
-$257.8K
10,544
-10%
建仓
ARMK
ARAMARK
+$254.3K
6,272
清仓
PYPL
PAYPAL HLDGS INC
-$252.0K
0
-100%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$251.6K
0
-100%
建仓
WSO
WATSCO INC
+$245.9K
676
增持
SCHX
SCHWAB STRATEGIC TR
-$244.6K
207,642
+0%
建仓
AVEM
AMERICAN CENTY ETF TR
+$244.4K
3,033
减持
AGG
ISHARES TR
-$243.4K
6,521
-27%
减持
APH
AMPHENOL CORP
-$239.2K
6,105
-18%
清仓
USMV
ISHARES TR
-$237.8K
0
-100%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$237.8K
6,468
增持
EFA
ISHARES TR
+$236.9K
41,819
+5%
清仓
BEAM
BEAM THERAPEUTICS INC
-$235.3K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$234.5K
1,208
增持
BSX
BOSTON SCIENTIFIC CORP
-$234.4K
7,489
+1%
减持
LPLA
LPL FINL HLDGS INC
-$232.6K
1,091
-31%
建仓
MU
MICRON TECHNOLOGY INC
+$230.5K
682
清仓
—
PROSHARES TR II
-$229.0K
0
-100%
清仓
TTAN
SERVICETITAN INC
-$226.8K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$226.7K
1,414
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$225.2K
0
-100%
建仓
—
ASML HLDG NV
+$224.9K
170
增持
VT
VANGUARD INTL EQUITY INDEX F
+$224.2K
4,136
+68%
清仓
BSY
BENTLEY SYS INC
-$219.0K
0
-100%
清仓
IQV
IQVIA HLDGS INC
-$218.2K
0
-100%
清仓
TRMB
TRIMBLE INC
-$217.7K
0
-100%
建仓
BE
BLOOM ENERGY CORP
+$217.3K
1,604
减持
MRK
MERCK & CO INC
+$217.0K
17,609
-3%
增持
TJX
TJX COS INC NEW
+$216.4K
8,925
+13%
增持
VOO
VANGUARD INDEX FDS
-$215.5K
16,490
+3%
清仓
MMM
3M CO
-$214.7K
0
-100%
清仓
BA
BOEING CO
-$212.7K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$212.2K
0
-100%
清仓
VOYA
VOYA FINANCIAL INC
-$206.8K
0
-100%
清仓
MCO
MOODYS CORP
-$206.5K
0
-100%
清仓
MDLV
EA SERIES TRUST
-$206.5K
0
-100%
建仓
BCAX
BICARA THERAPEUTICS INC
+$205.7K
10,344
建仓
GILD
GILEAD SCIENCES INC
+$205.5K
1,474
减持
VBIL
VANGUARD INSTL INDEX FD
-$202.4K
18,285
-13%
清仓
XLK
SELECT SECTOR SPDR TR
-$202.4K
0
-100%
建仓
CI
THE CIGNA GROUP
+$201.6K
756
清仓
THO
THOR INDS INC
-$200.7K
0
-100%
减持
IWF
ISHARES TR
-$194.7K
3,621
-1%
增持
CGHM
CAPITAL GRP FIXED INCM ETF T
+$191.0K
45,071
+21%
增持
AMAT
APPLIED MATLS INC
+$180.2K
1,823
+6%
减持
C
CITIGROUP INC
-$179.4K
7,983
-14%
增持
SCHD
SCHWAB STRATEGIC TR
+$178.8K
52,780
+1%
减持
PRU
PRUDENTIAL FINL INC
-$174.2K
2,851
-29%
增持
SOFI
SOFI TECHNOLOGIES INC
-$171.9K
21,310
+9%
减持
SCHV
SCHWAB STRATEGIC TR
+$166.0K
288,507
-1%
增持
RBLX
ROBLOX CORP
-$163.5K
7,808
+5%
增持
IEMG
ISHARES INC
+$163.2K
36,036
+3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$160.7K
2,725
-42%
减持
—
MEDTRONIC PLC
-$151.6K
4,424
-21%
增持
LLY
ELI LILLY & CO
-$149.8K
1,192
+3%
减持
AXP
AMERICAN EXPRESS CO
-$146.7K
1,997
-2%
增持
GOOGL
ALPHABET INC
-$140.8K
14,036
+5%
增持
JPM
JPMORGAN CHASE & CO
-$140.3K
7,466
+3%
减持
QUAL
ISHARES TR
-$139.6K
13,846
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$139.1K
5,867
+5%
减持
QCOM
QUALCOMM INC
-$135.1K
2,474
-7%
增持
WMT
WALMART INC
+$134.5K
6,551
+7%
增持
ET
ENERGY TRANSFER L P
+$133.3K
47,094
+0%
增持
COST
COSTCO WHOLESALE CORPORATION
+$128.9K
805
+3%
增持
AVGO
BROADCOM INC
-$125.0K
6,366
+5%
减持
AMT
AMERICAN TOWER CORP
-$124.8K
2,306
-23%
减持
ABT
ABBOTT LABORATORIES
-$121.3K
3,258
-10%
减持
—
LINDE PLC
+$119.8K
2,150
-3%
减持
ECL
ECOLAB INC
-$119.4K
3,116
-14%
增持
IEFA
ISHARES TR
+$118.1K
5,575
+29%
建仓
ONDS
ONDAS INC
+$117.7K
13,024
减持
DG
DOLLAR GEN CORP
-$115.1K
2,857
-17%
增持
AMD
ADVANCED MICRO DEVICES INC
+$111.1K
2,362
+37%
减持
IVW
ISHARES TR
-$109.9K
9,734
-1%
减持
CMI
CUMMINS INC
-$108.8K
943
-22%
减持
UNH
UNITEDHEALTH GROUP INC
-$107.2K
1,642
-2%
增持
AMZN
AMAZON COM INC
-$106.2K
25,283
+9%
增持
COP
CONOCOPHILLIPS
+$104.6K
2,718
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$101.9K
975
+30%
建仓
PUSA
AUREUS GREENWAY HLDGS INC
+$101.7K
30,000
增持
PFE
PFIZER INC
+$100.8K
29,177
+1%
增持
CEG
CONSTELLATION ENERGY CORP
-$100.3K
1,407
+1%
减持
MRSH
MARSH & MCLENNAN COS INC
-$98.6K
2,437
-13%
增持
NEE
NEXTERA ENERGY INC
+$96.5K
6,269
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$96.4K
105,154
+1%
减持
IWB
ISHARES TR
-$94.3K
675
-25%
减持
XYL
XYLEM INC
-$94.1K
4,928
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$91.5K
6,517
+2%
减持
ROL
ROLLINS INC
-$87.2K
5,936
-12%
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$87.1K
1,928
+1%
减持
CME
CME GROUP INC
-$82.5K
1,540
-22%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$81.6K
1,048
-8%
减持
ES
EVERSOURCE ENERGY
-$78.6K
4,155
-24%
增持
VTI
VANGUARD INDEX FDS
+$78.4K
19,724
+6%
增持
GLD
SPDR GOLD TR
+$78.1K
875
+16%
减持
—
ALLEGION PLC
-$75.2K
2,286
-11%
减持
UNP
UNION PAC CORP
-$72.4K
3,768
-12%
增持
IVV
ISHARES TR
+$71.1K
6,556
+7%
