Thrive Capital Management, LLC
FORT WASHINGTON PA · SEC CIK 0001845943
$5.30亿2026Q2 申报市值
170持仓数
26.7%前十大占比 · 第一大 5.4%
11 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
QQQ 加仓+$969.40万
PGR 新建仓+$489.90万
AMD 加仓+$475.42万
V 加仓+$448.31万
UHS 新建仓+$443.11万
2026Q2 卖出最多 按季末市值估算
PANW 重新持有-$633.62万
MU 减仓-$526.55万
FOXA 清仓-$459.15万
HIMS 清仓-$454.13万
FLEX 减仓-$449.53万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FOXA | FOX CORP | $0 | 0.00% | 0 | -78,622 | -100.0% | -$459.15万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -218,753 | -100.0% | -$454.13万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -236,192 | -100.0% | -$371.29万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -32,859 | -100.0% | -$337.36万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -28,415 | -100.0% | -$334.19万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -33,189 | -100.0% | -$332.19万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -4,671 | -100.0% | -$79.25万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -4,240 | -100.0% | -$36.98万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -345 | -100.0% | -$30.85万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,382 | -100.0% | -$28.60万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -2,474 | -100.0% | -$28.45万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -530 | -100.0% | -$26.47万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,522 | -100.0% | -$24.70万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -518 | -100.0% | -$22.29万 | 清仓 |
| SGOL | ETFS GOLD TR | $0 | 0.00% | 0 | -4,846 | -100.0% | -$21.62万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.01万 | 0.04% | 482 | 482 | — | $20.01万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $20.13万 | 0.04% | 575 | 575 | — | $20.13万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $20.15万 | 0.04% | 1,517 | -3 | -0.2% | -$398 | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $20.25万 | 0.04% | 599 | -34 | -5.4% | -$1.15万 | 重新持有 |
| GEV | GE VERNOVA INC | $20.45万 | 0.04% | 174 | 174 | — | $20.45万 | 新建仓 |
| GLW | CORNING INC | $21.05万 | 0.04% | 824 | 824 | — | $21.05万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $21.70万 | 0.04% | 415 | 415 | — | $21.70万 | 新建仓 |
| MCD | MCDONALDS CORP | $21.94万 | 0.04% | 812 | -2 | -0.2% | -$540 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $22.08万 | 0.04% | 433 | 6 | 1.4% | $3,060 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $23.47万 | 0.04% | 5,938 | 1,128 | 23.5% | $4.46万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $23.95万 | 0.05% | 2,802 | 40 | 1.4% | $3,419 | 加仓 |
| SMH | VANECK ETF TRUST | $24.57万 | 0.05% | 375 | -266 | -41.5% | -$17.43万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $24.77万 | 0.05% | 867 | -289 | -25.0% | -$8.26万 | 重新持有 |
| MDYG | SPDR SERIES TRUST | $24.91万 | 0.05% | 2,222 | -142 | -6.0% | -$1.59万 | 减仓 |
| ACWI | ISHARES TR | $25.17万 | 0.05% | 1,604 | -60 | -3.6% | -$9,416 | 减仓 |
| SPYV | SPDR SERIES TRUST | $25.93万 | 0.05% | 4,265 | 4,265 | — | $25.93万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $26.21万 | 0.05% | 280 | -77 | -21.6% | -$7.21万 | 减仓 |
| IJR | ISHARES TR | $26.50万 | 0.05% | 1,787 | 1,787 | — | $26.50万 | 新建仓 |
| FLOT | ISHARES TR | $26.79万 | 0.05% | 5,248 | 855 | 19.5% | $4.36万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $27.45万 | 0.05% | 271 | -30 | -10.0% | -$3.04万 | 减仓 |
| CAT | CATERPILLAR INC | $28.28万 | 0.05% | 266 | -19 | -6.7% | -$2.02万 | 减仓 |
| HD | HOME DEPOT INC | $28.88万 | 0.05% | 819 | -11 | -1.3% | -$3,879 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $29.15万 | 0.05% | 3,480 | -186 | -5.1% | -$1.56万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $29.81万 | 0.06% | 1,255 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYS INC | $31.40万 | 0.06% | 10,505 | 23 | 0.2% | $687 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $31.85万 | 0.06% | 667 | -27 | -3.9% | -$1.29万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $32.06万 | 0.06% | 10,110 | 761 | 8.1% | $2.41万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $33.19万 | 0.06% | 1,336 | -14 | -1.0% | -$3,478 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $35.23万 | 0.07% | 1,033 | -18,580 | -94.7% | -$633.62万 | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $35.57万 | 0.07% | 1,265 | -13 | -1.0% | -$3,655 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $38.33万 | 0.07% | 1,145 | -110 | -8.8% | -$3.68万 | 减仓 |
| IVV | ISHARES TR | $39.49万 | 0.07% | 527 | -14 | -2.6% | -$1.05万 | 减仓 |
| MS | MORGAN STANLEY | $40.02万 | 0.08% | 1,914 | -28 | -1.4% | -$5,854 | 减仓 |
| AZN | ASTRAZENECA PLC | $41.51万 | 0.08% | 2,189 | -46 | -2.1% | -$8,723 | 减仓 |
| ORCL | ORACLE CORP | $42.13万 | 0.08% | 2,874 | -26 | -0.9% | -$3,811 | 减仓 |
| CSCO | CISCO SYS INC | $44.51万 | 0.08% | 3,789 | -24 | -0.6% | -$2,819 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $44.70万 | 0.08% | 9,859 | -397 | -3.9% | -$1.80万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $45.07万 | 0.08% | 5,876 | -1,244 | -17.5% | -$9.54万 | 减仓 |
| D | DOMINION ENERGY INC | $45.63万 | 0.09% | 6,682 | 64 | 1.0% | $4,371 | 加仓 |
| LRCX | LAM RESEARCH CORP | $47.09万 | 0.09% | 1,087 | -19 | -1.7% | -$8,230 | 减仓 |
| ABBV | ABBVIE INC | $47.94万 | 0.09% | 1,905 | 108 | 6.0% | $2.72万 | 加仓 |
| IEFA | ISHARES TR | $48.29万 | 0.09% | 5,000 | 426 | 9.3% | $4.11万 | 加仓 |
| DVY | ISHARES TR | $48.81万 | 0.09% | 3,123 | -40 | -1.3% | -$6,251 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $50.77万 | 0.10% | 10,484 | -12,258 | -53.9% | -$59.36万 | 减仓 |
| BOND | PIMCO ETF TR | $52.34万 | 0.10% | 5,676 | -188 | -3.2% | -$1.73万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $58.45万 | 0.11% | 3,231 | -97 | -2.9% | -$1.75万 | 减仓 |
| STIP | ISHARES TR | $58.66万 | 0.11% | 5,742 | 1,934 | 50.8% | $19.76万 | 加仓 |
| GOVT | ISHARES TR | $59.25万 | 0.11% | 26,009 | 506 | 2.0% | $1.15万 | 加仓 |
| LIN | LINDE PLC | $59.50万 | 0.11% | 1,147 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $61.69万 | 0.12% | 1,885 | -487 | -20.5% | -$15.94万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $61.92万 | 0.12% | 1,238 | 84 | 7.3% | $4.20万 | 加仓 |
| LQD | ISHARES TR | $63.86万 | 0.12% | 5,855 | -183 | -3.0% | -$2.00万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $67.51万 | 0.13% | 3,720 | -331 | -8.2% | -$6.01万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $67.76万 | 0.13% | 907 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $70.87万 | 0.13% | 8,862 | 204 | 2.4% | $1.63万 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $73.80万 | 0.14% | 35,061 | 35,061 | — | $73.80万 | 新建仓 |
| IQLT | ISHARES TR | $76.80万 | 0.14% | 15,500 | -1,382 | -8.2% | -$6.85万 | 减仓 |
| NUE | NUCOR CORP | $77.23万 | 0.15% | 3,467 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $78.29万 | 0.15% | 13,452 | 8,890 | 194.9% | $51.74万 | 重新持有 |
| GOOG | ALPHABET INC | $81.70万 | 0.15% | 2,312 | -295 | -11.3% | -$10.42万 | 减仓 |
| SNEX | STONEX GROUP INC | $83.97万 | 0.16% | 7,086 | -2,031 | -22.3% | -$24.07万 | 减仓 |
| TSLA | TESLA INC | $87.40万 | 0.16% | 2,078 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $87.99万 | 0.17% | 11,133 | 8,586 | 337.1% | $67.86万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $90.25万 | 0.17% | 9,190 | -39 | -0.4% | -$3,830 | 减仓 |
| DWM | WISDOMTREE TR | $90.40万 | 0.17% | 12,348 | 56 | 0.5% | $4,100 | 加仓 |
| AMZN | AMAZON COM INC | $90.74万 | 0.17% | 3,807 | -690 | -15.3% | -$16.45万 | 减仓 |
| BAC | BANK OF AMER CORP | $92.53万 | 0.17% | 16,239 | -194 | -1.2% | -$1.11万 | 减仓 |
| AOM | ISHARES TR | $93.85万 | 0.18% | 18,811 | -1,446 | -7.1% | -$7.21万 | 减仓 |
| VO | VANGUARD INDEX FDS | $100.65万 | 0.19% | 12,493 | -7,935 | -38.8% | -$63.93万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $101.32万 | 0.19% | 6,386 | -3,318 | -34.2% | -$52.64万 | 减仓 |
| CVS | CVS HEALTH CORP | $101.40万 | 0.19% | 9,801 | 86 | 0.9% | $8,897 | 加仓 |
| SPSB | SPDR SERIES TRUST | $102.68万 | 0.19% | 34,215 | 1,168 | 3.5% | $3.51万 | 加仓 |
| AOK | ISHARES TR | $110.04万 | 0.21% | 26,529 | 559 | 2.2% | $2.32万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $119.10万 | 0.22% | 5,598 | 676 | 13.7% | $14.38万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $149.58万 | 0.28% | 18,007 | 976 | 5.7% | $8.11万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $155.92万 | 0.29% | 13,104 | -1,551 | -10.6% | -$18.45万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $159.61万 | 0.30% | 128,509 | 6,727 | 5.5% | $8.35万 | 加仓 |
| AMGN | AMGEN INC | $162.11万 | 0.31% | 4,477 | -13 | -0.3% | -$4,707 | 减仓 |
| GLDM | WORLD GOLD TR | $173.83万 | 0.33% | 21,888 | -24,470 | -52.8% | -$194.34万 | 减仓 |
| HYD | VANECK ETF TRUST | $180.97万 | 0.34% | 35,132 | 8,898 | 33.9% | $45.83万 | 加仓 |
| PFF | ISHARES TR | $181.91万 | 0.34% | 59,663 | 4,290 | 7.7% | $13.08万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $183.41万 | 0.35% | 34,534 | -1,546 | -4.3% | -$8.21万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $183.91万 | 0.35% | 4,970 | 28 | 0.6% | $1.04万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $212.76万 | 0.40% | 38,557 | 14 | 0.0% | $773 | 加仓 |
| SHYG | ISHARES TR | $220.21万 | 0.42% | 51,924 | 3,697 | 7.7% | $15.68万 | 加仓 |