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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $2,880.22万 | 5.43% | 39,112 | 13,164 | 50.7% | $969.40万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,576.55万 | 2.97% | 221,270 | -6,913 | -3.0% | -$49.26万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,497.11万 | 2.82% | 173,800 | 43,102 | 33.0% | $371.28万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,446.51万 | 2.73% | 21,061 | 5,760 | 37.6% | $395.61万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,377.89万 | 2.60% | 63,226 | 10,492 | 19.9% | $228.65万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,299.94万 | 2.45% | 35,547 | 7,010 | 24.6% | $256.35万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,241.17万 | 2.34% | 207,936 | -12,155 | -5.5% | -$72.55万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,000.80万 | 1.89% | 41,187 | 3,202 | 8.4% | $77.80万 | 加仓 |
| QYLD | GLOBAL X FDS | $946.73万 | 1.78% | 513,689 | 123,527 | 31.7% | $227.66万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $922.40万 | 1.74% | 46,680 | 2,661 | 6.0% | $52.58万 | 加仓 |
| RYLD | GLOBAL X FDS | $808.28万 | 1.52% | 505,492 | 34,949 | 7.4% | $55.88万 | 加仓 |
| XYLD | GLOBAL X FDS | $758.08万 | 1.43% | 185,849 | 40,828 | 28.2% | $166.54万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $739.67万 | 1.39% | 12,733 | 8,184 | 179.9% | $475.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $690.62万 | 1.30% | 34,515 | -402 | -1.2% | -$8.04万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $671.19万 | 1.27% | 26,428 | 3,485 | 15.2% | $88.51万 | 加仓 |
| YYY | AMPLIFY ETF TR | $648.55万 | 1.22% | 562,491 | 22,536 | 4.2% | $25.98万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $582.65万 | 1.10% | 5,048 | -4,562 | -47.5% | -$526.55万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $566.07万 | 1.07% | 58,703 | 10,266 | 21.2% | $98.99万 | 加仓 |
| MRK | MERCK & CO INC | $550.55万 | 1.04% | 42,844 | 1,825 | 4.4% | $23.45万 | 加仓 |
| LLY | ELI LILLY & CO | $522.41万 | 0.98% | 4,356 | 445 | 11.4% | $53.37万 | 加仓 |
| GOOGL | ALPHABET INC | $506.99万 | 0.96% | 14,187 | -659 | -4.4% | -$23.55万 | 减仓 |
| FLEX | FLEX LTD | $506.66万 | 0.96% | 31,262 | -27,737 | -47.0% | -$449.53万 | 减仓 |
| MSFT | MICROSOFT CORP | $502.71万 | 0.95% | 13,477 | 188 | 1.4% | $7.01万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $502.14万 | 0.95% | 45,745 | 4,490 | 10.9% | $49.29万 | 加仓 |
| MO | ALTRIA GROUP INC | $499.18万 | 0.94% | 69,379 | -93 | -0.1% | -$6,691 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $496.04万 | 0.94% | 63,376 | 11,744 | 22.7% | $91.92万 | 加仓 |
| AOS | SMITH A O CORP | $494.51万 | 0.93% | 78,843 | 20,898 | 36.1% | $131.07万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $493.43万 | 0.93% | 33,649 | 4,037 | 13.6% | $59.20万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $490.68万 | 0.93% | 43,160 | -4,596 | -9.6% | -$52.25万 | 减仓 |
| PGR | PROGRESSIVE CORP | $489.90万 | 0.92% | 22,426 | 22,426 | — | $489.90万 | 新建仓 |
| V | VISA INC | $488.31万 | 0.92% | 14,233 | 13,067 | 1,120.7% | $448.31万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $485.98万 | 0.92% | 230,760 | -50,835 | -18.1% | -$107.06万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $485.92万 | 0.92% | 86,034 | -19,954 | -18.8% | -$112.70万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $485.43万 | 0.92% | 17,948 | 2,168 | 13.7% | $58.64万 | 加仓 |
| SNA | SNAP ON INC | $485.17万 | 0.91% | 12,057 | 202 | 1.7% | $8.13万 | 加仓 |
| MMSI | MERIT MED SYS INC | $480.87万 | 0.91% | 69,350 | 21,120 | 43.8% | $146.45万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $480.01万 | 0.90% | 25,658 | 9,515 | 58.9% | $178.01万 | 加仓 |
| EXEL | EXELIXIS INC | $476.98万 | 0.90% | 87,664 | -1,077 | -1.2% | -$5.86万 | 减仓 |
| AVGO | BROADCOM INC | $470.33万 | 0.89% | 12,451 | -1,608 | -11.4% | -$60.74万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $469.68万 | 0.89% | 51,230 | 4,573 | 9.8% | $41.93万 | 加仓 |
| RL | RALPH LAUREN CORP | $468.87万 | 0.88% | 11,681 | 1,153 | 11.0% | $46.28万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $462.26万 | 0.87% | 27,428 | -439 | -1.6% | -$7.40万 | 减仓 |
| AVY | AVERY DENNISON CORP | $458.71万 | 0.86% | 28,254 | 5,154 | 22.3% | $83.68万 | 加仓 |
| META | META PLATFORMS INC | $458.48万 | 0.86% | 8,139 | 6,769 | 494.1% | $381.31万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $458.40万 | 0.86% | 186,267 | 42,683 | 29.7% | $105.04万 | 加仓 |
| AAPL | APPLE INC | $458.30万 | 0.86% | 15,838 | -1,857 | -10.5% | -$53.73万 | 减仓 |
| GIS | GENERAL MILLS INC | $457.44万 | 0.86% | 131,449 | 31,396 | 31.4% | $109.26万 | 加仓 |
| KHC | KRAFT HEINZ CO | $451.73万 | 0.85% | 191,251 | 5,653 | 3.0% | $13.35万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $450.22万 | 0.85% | 183,389 | 36,691 | 25.0% | $90.08万 | 加仓 |
| PODD | INSULET CORP | $445.97万 | 0.84% | 29,292 | 14,395 | 96.6% | $219.16万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $443.11万 | 0.84% | 29,801 | 29,801 | — | $443.11万 | 新建仓 |
| PEP | PEPSICO INC | $441.83万 | 0.83% | 32,632 | 4,520 | 16.1% | $61.20万 | 加仓 |
| PAYX | PAYCHEX INC | $441.48万 | 0.83% | 44,898 | 44,898 | — | $441.48万 | 新建仓 |
| TOST | TOAST INC | $437.88万 | 0.83% | 157,397 | 25,786 | 19.6% | $71.74万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $436.17万 | 0.82% | 34,523 | 4,096 | 13.5% | $51.75万 | 加仓 |
| HYGV | FLEXSHARES TR | $431.87万 | 0.81% | 107,269 | 4,151 | 4.0% | $16.71万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $424.12万 | 0.80% | 39,176 | -3,114 | -7.4% | -$33.71万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $423.93万 | 0.80% | 7,824 | 672 | 9.4% | $36.41万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $421.91万 | 0.80% | 99,649 | 4,344 | 4.6% | $18.39万 | 加仓 |
| EOG | EOG RES INC | $421.48万 | 0.79% | 32,489 | -2,389 | -6.8% | -$30.99万 | 减仓 |
| VICI | VICI PPTYS INC | $417.04万 | 0.79% | 157,078 | 7,989 | 5.4% | $21.21万 | 加仓 |
| IDV | ISHARES TR | $410.41万 | 0.77% | 99,061 | 1,655 | 1.7% | $6.86万 | 加仓 |
| DGRO | ISHARES TR | $407.97万 | 0.77% | 53,829 | -2,077 | -3.7% | -$15.74万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $404.70万 | 0.76% | 2,928 | -511 | -14.9% | -$70.63万 | 减仓 |
| APP | APPLOVIN CORP | $392.35万 | 0.74% | 7,615 | -666 | -8.0% | -$34.31万 | 减仓 |
| CHWY | CHEWY INC | $385.94万 | 0.73% | 196,406 | 60,266 | 44.3% | $118.42万 | 加仓 |
| CME | CME GROUP INC | $374.12万 | 0.71% | 16,941 | 2,301 | 15.7% | $50.81万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $352.12万 | 0.66% | 40,797 | -8,699 | -17.6% | -$75.08万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $349.61万 | 0.66% | 14,407 | -696 | -4.6% | -$16.89万 | 减仓 |
| WRB | BERKLEY W R CORP | $342.68万 | 0.65% | 48,586 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $319.97万 | 0.60% | 28,251 | -387 | -1.4% | -$4.38万 | 减仓 |
| DVYE | ISHARES INC | $301.93万 | 0.57% | 93,679 | 2,807 | 3.1% | $9.05万 | 加仓 |
| CWB | SPDR SERIES TRUST | $298.98万 | 0.56% | 27,730 | -2,925 | -9.5% | -$31.54万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $290.75万 | 0.55% | 23,365 | 1,776 | 8.2% | $22.10万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $280.62万 | 0.53% | 9,161 | -4,956 | -35.1% | -$151.81万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $280.60万 | 0.53% | 17,756 | 48 | 0.3% | $7,586 | 加仓 |
| VB | VANGUARD INDEX FDS | $274.16万 | 0.52% | 9,045 | 2,474 | 37.7% | $74.99万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $273.33万 | 0.52% | 33,070 | -1,829 | -5.2% | -$15.12万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $270.25万 | 0.51% | 11,421 | 834 | 7.9% | $19.73万 | 加仓 |
| JNK | SPDR SERIES TRUST | $244.12万 | 0.46% | 25,332 | 2,459 | 10.8% | $23.70万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $242.10万 | 0.46% | 51,721 | 10,648 | 25.9% | $49.84万 | 加仓 |
| ICSH | ISHARES TR | $239.20万 | 0.45% | 47,292 | 19,679 | 71.3% | $99.54万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $232.13万 | 0.44% | 39,358 | 4,689 | 13.5% | $27.66万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $230.52万 | 0.43% | 31,402 | -9,380 | -23.0% | -$68.86万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $224.90万 | 0.42% | 47,140 | 671 | 1.4% | $3.20万 | 加仓 |
| SHYG | ISHARES TR | $220.21万 | 0.42% | 51,924 | 3,697 | 7.7% | $15.68万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $212.76万 | 0.40% | 38,557 | 14 | 0.0% | $773 | 加仓 |
| VTI | VANGUARD INDEX FDS | $183.91万 | 0.35% | 4,970 | 28 | 0.6% | $1.04万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $183.41万 | 0.35% | 34,534 | -1,546 | -4.3% | -$8.21万 | 减仓 |
| PFF | ISHARES TR | $181.91万 | 0.34% | 59,663 | 4,290 | 7.7% | $13.08万 | 加仓 |
| HYD | VANECK ETF TRUST | $180.97万 | 0.34% | 35,132 | 8,898 | 33.9% | $45.83万 | 加仓 |
| GLDM | WORLD GOLD TR | $173.83万 | 0.33% | 21,888 | -24,470 | -52.8% | -$194.34万 | 减仓 |
| AMGN | AMGEN INC | $162.11万 | 0.31% | 4,477 | -13 | -0.3% | -$4,707 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $159.61万 | 0.30% | 128,509 | 6,727 | 5.5% | $8.35万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $155.92万 | 0.29% | 13,104 | -1,551 | -10.6% | -$18.45万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $149.58万 | 0.28% | 18,007 | 976 | 5.7% | $8.11万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $119.10万 | 0.22% | 5,598 | 676 | 13.7% | $14.38万 | 加仓 |
| AOK | ISHARES TR | $110.04万 | 0.21% | 26,529 | 559 | 2.2% | $2.32万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $102.68万 | 0.19% | 34,215 | 1,168 | 3.5% | $3.51万 | 加仓 |
| CVS | CVS HEALTH CORP | $101.40万 | 0.19% | 9,801 | 86 | 0.9% | $8,897 | 加仓 |