Thrive Capital Management, LLC
FORT WASHINGTON PA · SEC CIK 0001845943
$4.56亿2026Q1 申报市值
169持仓数
22.5%前十大占比 · 第一大 3.3%
9 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VBK 加仓+$400.84万
AOS 新建仓+$382.09万
TOST 新建仓+$348.90万
HALO 新建仓+$333.70万
LLY 加仓+$309.69万
2026Q1 卖出最多 按季末市值估算
USB 清仓-$446.87万
CHTR 清仓-$366.69万
PINS 清仓-$345.02万
VUG 减仓-$214.07万
QQQ 减仓-$212.00万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $1,497.65万 | 3.28% | 25,948 | -3,673 | -12.4% | -$212.00万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,462.20万 | 3.20% | 228,183 | -3,108 | -1.3% | -$19.92万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,189.59万 | 2.61% | 220,091 | -18,954 | -7.9% | -$102.45万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,034.63万 | 2.27% | 52,734 | 11,705 | 28.5% | $229.65万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $951.46万 | 2.09% | 21,783 | -4,901 | -18.4% | -$214.07万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $914.29万 | 2.00% | 15,301 | 2,361 | 18.2% | $141.08万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $862.52万 | 1.89% | 28,537 | 13,262 | 86.8% | $400.84万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $825.21万 | 1.81% | 37,985 | 7,529 | 24.7% | $163.57万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $811.19万 | 1.78% | 44,019 | 16,580 | 60.4% | $305.54万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $718.91万 | 1.58% | 281,595 | -16,629 | -5.6% | -$42.45万 | 减仓 |
| RYLD | GLOBAL X FDS | $703.46万 | 1.54% | 470,543 | 149,962 | 46.8% | $224.19万 | 加仓 |
| QYLD | GLOBAL X FDS | $669.13万 | 1.47% | 390,162 | -85,339 | -17.9% | -$146.36万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $608.95万 | 1.33% | 34,917 | -2,225 | -6.0% | -$38.80万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $600.74万 | 1.32% | 105,988 | 29,793 | 39.1% | $168.87万 | 加仓 |
| YYY | AMPLIFY ETF TR | $595.57万 | 1.31% | 539,955 | 44,400 | 9.0% | $48.97万 | 加仓 |
| XYLD | GLOBAL X FDS | $567.47万 | 1.24% | 145,021 | -28,917 | -16.6% | -$113.15万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $560.82万 | 1.23% | 22,943 | -2,809 | -10.9% | -$68.66万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $549.09万 | 1.20% | 42,290 | -9,247 | -17.9% | -$120.06万 | 减仓 |
| EOG | EOG RES INC | $504.23万 | 1.11% | 34,878 | -3,390 | -8.9% | -$49.01万 | 减仓 |
| MRK | MERCK & CO INC | $493.42万 | 1.08% | 41,019 | -3,269 | -7.4% | -$39.32万 | 减仓 |
| MSFT | MICROSOFT CORP | $491.90万 | 1.08% | 13,289 | 1,813 | 15.8% | $67.11万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $478.43万 | 1.05% | 95,305 | -12,360 | -11.5% | -$62.05万 | 减仓 |
| FOXA | FOX CORP | $459.15万 | 1.01% | 78,622 | 17,173 | 27.9% | $100.29万 | 加仓 |
| MO | ALTRIA GROUP INC | $458.44万 | 1.00% | 69,472 | -6,295 | -8.3% | -$41.54万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $454.13万 | 1.00% | 218,753 | 125,348 | 134.2% | $260.22万 | 加仓 |
| AAPL | APPLE INC | $449.07万 | 0.98% | 17,695 | -540 | -3.0% | -$13.70万 | 减仓 |
| PEP | PEPSICO INC | $436.55万 | 0.96% | 28,112 | -1,555 | -5.2% | -$24.15万 | 减仓 |
| AVGO | BROADCOM INC | $435.14万 | 0.95% | 14,059 | 1,895 | 15.6% | $58.65万 | 加仓 |
| CME | CME GROUP INC | $432.40万 | 0.95% | 14,640 | -601 | -3.9% | -$17.75万 | 减仓 |
| SNA | SNAP ON INC | $430.59万 | 0.94% | 11,855 | -285 | -2.3% | -$10.35万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $430.47万 | 0.94% | 47,756 | 7,304 | 18.1% | $65.84万 | 加仓 |
| GLDM | WORLD GOLD TR | $429.69万 | 0.94% | 46,358 | -775 | -1.6% | -$7.18万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $429.64万 | 0.94% | 48,437 | -483 | -1.0% | -$4.28万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $428.08万 | 0.94% | 21,589 | 5,585 | 34.9% | $110.74万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $427.71万 | 0.94% | 29,612 | -462 | -1.5% | -$6.67万 | 减仓 |
| GOOGL | ALPHABET INC | $426.92万 | 0.94% | 14,846 | -634 | -4.1% | -$18.23万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $424.49万 | 0.93% | 15,103 | -1,295 | -7.9% | -$36.40万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $424.10万 | 0.93% | 7,152 | -159 | -2.2% | -$9.43万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $424.07万 | 0.93% | 30,427 | -3,550 | -10.4% | -$49.48万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $421.17万 | 0.92% | 146,698 | -7,394 | -4.8% | -$21.23万 | 减仓 |
| KHC | KRAFT HEINZ CO | $417.41万 | 0.91% | 185,598 | 18,748 | 11.2% | $42.16万 | 加仓 |
| IDV | ISHARES TR | $414.56万 | 0.91% | 97,406 | -6,032 | -5.8% | -$25.67万 | 减仓 |
| HYGV | FLEXSHARES TR | $413.09万 | 0.91% | 103,118 | 7,940 | 8.3% | $31.81万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $410.73万 | 0.90% | 15,780 | -666 | -4.0% | -$17.33万 | 减仓 |
| VICI | VICI PPTYS INC | $407.31万 | 0.89% | 149,089 | 3,363 | 2.3% | $9.19万 | 加仓 |
| AVY | AVERY DENNISON CORP | $398.89万 | 0.87% | 23,100 | -269 | -1.2% | -$4.65万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $397.98万 | 0.87% | 41,255 | 2,241 | 5.7% | $21.62万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $397.90万 | 0.87% | 49,496 | 8,062 | 19.5% | $64.81万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $397.66万 | 0.87% | 46,657 | -5,580 | -10.7% | -$47.56万 | 减仓 |
| DGRO | ISHARES TR | $392.35万 | 0.86% | 55,906 | -2,844 | -4.8% | -$19.96万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $386.21万 | 0.85% | 58,999 | -925 | -1.5% | -$6.06万 | 减仓 |
| AOS | SMITH A O CORP | $382.09万 | 0.84% | 57,945 | 57,945 | — | $382.09万 | 新建仓 |
| EXEL | EXELIXIS INC | $380.61万 | 0.83% | 88,741 | 7,909 | 9.8% | $33.92万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $376.00万 | 0.82% | 3,439 | -301 | -8.0% | -$32.91万 | 减仓 |
| GIS | GENERAL MILLS INC | $372.40万 | 0.82% | 100,053 | 12,643 | 14.5% | $47.06万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $371.29万 | 0.81% | 236,192 | 2,280 | 1.0% | $3.58万 | 加仓 |
| CHWY | CHEWY INC | $367.58万 | 0.81% | 136,140 | 33,045 | 32.1% | $89.22万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $367.12万 | 0.80% | 27,867 | 3,987 | 16.7% | $52.52万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $363.31万 | 0.80% | 14,117 | -951 | -6.3% | -$24.47万 | 减仓 |
| RL | RALPH LAUREN CORP | $362.14万 | 0.79% | 10,528 | 826 | 8.5% | $28.41万 | 加仓 |
| LLY | ELI LILLY & CO | $359.72万 | 0.79% | 3,911 | 3,367 | 618.9% | $309.69万 | 加仓 |
| WMT | WALMART INC | $355.91万 | 0.78% | 28,638 | 278 | 1.0% | $3.45万 | 加仓 |
| TOST | TOAST INC | $348.90万 | 0.76% | 131,611 | 131,611 | — | $348.90万 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $343.60万 | 0.75% | 143,584 | -12,425 | -8.0% | -$29.73万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $337.36万 | 0.74% | 32,859 | 3,923 | 13.6% | $40.28万 | 加仓 |
| PHM | PULTE GROUP INC | $334.19万 | 0.73% | 28,415 | 89 | 0.3% | $1.05万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $333.70万 | 0.73% | 51,632 | 51,632 | — | $333.70万 | 新建仓 |
| MMSI | MERIT MED SYS INC | $332.45万 | 0.73% | 48,230 | 7,333 | 17.9% | $50.55万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $332.19万 | 0.73% | 33,189 | -4,740 | -12.5% | -$47.44万 | 减仓 |
| APP | APPLOVIN CORP | $329.58万 | 0.72% | 8,281 | 2,654 | 47.2% | $105.63万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $324.66万 | 0.71% | 9,610 | -5,499 | -36.4% | -$185.78万 | 减仓 |
| WRB | BERKLEY W R CORP | $322.03万 | 0.71% | 48,586 | 62 | 0.1% | $4,109 | 加仓 |
| PODD | INSULET CORP | $312.60万 | 0.69% | 14,897 | 3,372 | 29.3% | $70.76万 | 加仓 |
| DVYE | ISHARES INC | $312.42万 | 0.68% | 90,872 | -3,085 | -3.3% | -$10.61万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $304.63万 | 0.67% | 16,143 | -852 | -5.0% | -$16.08万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $300.32万 | 0.66% | 40,782 | 10,462 | 34.5% | $77.04万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $288.79万 | 0.63% | 34,899 | 776 | 2.3% | $6.42万 | 加仓 |
| CWB | SPDR SERIES TRUST | $280.55万 | 0.61% | 30,655 | 3,179 | 11.6% | $29.09万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $262.26万 | 0.57% | 17,708 | -2,069 | -10.5% | -$30.64万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $227.69万 | 0.50% | 10,587 | 581 | 5.8% | $12.50万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $221.03万 | 0.48% | 36,080 | 23,737 | 192.3% | $145.41万 | 加仓 |
| JNK | SPDR SERIES TRUST | $218.94万 | 0.48% | 22,873 | -3,418 | -13.0% | -$32.72万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $213.35万 | 0.47% | 38,543 | -4,854 | -11.2% | -$26.87万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $211.53万 | 0.46% | 46,469 | 11,134 | 31.5% | $50.68万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $206.46万 | 0.45% | 34,669 | -3,749 | -9.8% | -$22.33万 | 减仓 |
| SHYG | ISHARES TR | $204.05万 | 0.45% | 48,227 | -6,064 | -11.2% | -$25.66万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $192.84万 | 0.42% | 41,073 | 1,227 | 3.1% | $5.76万 | 加仓 |
| VB | VANGUARD INDEX FDS | $172.10万 | 0.38% | 6,571 | 3,995 | 155.1% | $104.63万 | 加仓 |
| PFF | ISHARES TR | $167.89万 | 0.37% | 55,373 | 17,599 | 46.6% | $53.36万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $158.54万 | 0.35% | 4,942 | 422 | 9.3% | $13.54万 | 加仓 |
| AMGN | AMGEN INC | $157.99万 | 0.35% | 4,490 | -136 | -2.9% | -$4.79万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $152.71万 | 0.33% | 121,782 | -21,847 | -15.2% | -$27.40万 | 减仓 |
| VO | VANGUARD INDEX FDS | $146.67万 | 0.32% | 5,107 | 2,445 | 91.8% | $70.22万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $143.49万 | 0.31% | 14,655 | -1,164 | -7.4% | -$11.40万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $142.27万 | 0.31% | 9,704 | 1,577 | 19.4% | $23.12万 | 加仓 |
| ICSH | ISHARES TR | $139.78万 | 0.31% | 27,613 | -7,179 | -20.6% | -$36.34万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $139.62万 | 0.31% | 17,031 | 7,902 | 86.6% | $64.78万 | 加仓 |
| HYD | VANECK ETF TRUST | $131.54万 | 0.29% | 26,234 | 6,913 | 35.8% | $34.66万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $109.27万 | 0.24% | 22,742 | 4,733 | 26.3% | $22.74万 | 加仓 |
| AOK | ISHARES TR | $103.59万 | 0.23% | 25,970 | -900 | -3.3% | -$3.59万 | 减仓 |