Thrive Wealth Management, LLC
AUDUBON PA · SEC CIK 0001847610
$6.71亿2026Q1 申报市值
231持仓数
63.5%前十大占比 · 第一大 25.2%
20 / 21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
SCHG 加仓+$1,151.70万
VTV 加仓+$583.09万
VUG 加仓+$81.03万
CGMU 加仓+$79.08万
IBM 加仓+$71.82万
2026Q1 卖出最多 按季末市值估算
COLL 清仓-$94.11万
LMT 减仓-$48.05万
DHR 减仓-$42.70万
AZN 清仓-$41.30万
TMO 减仓-$40.79万
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 |
|---|---|---|---|---|---|---|---|---|
| NXPI | NXP SEMICONDUCTORS N V | $33.78万 | 0.05% | 1,716 | 1,716 | — | $33.78万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $33.84万 | 0.05% | 21,310 | 1,818 | 9.3% | $2.89万 | 加仓 |
| DG | DOLLAR GEN CORP | $33.92万 | 0.05% | 2,857 | -565 | -16.5% | -$6.71万 | 减仓 |
| EFX | EQUIFAX INC | $34.16万 | 0.05% | 1,897 | -1,010 | -34.7% | -$18.19万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $34.29万 | 0.05% | 10,405 | 536 | 5.4% | $1.77万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $34.29万 | 0.05% | 1,134 | -102 | -8.3% | -$3.08万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $34.48万 | 0.05% | 4,682 | 1,809 | 63.0% | $13.32万 | 重新持有 |
| — | WELLS FARGO & CO | $34.53万 | 0.05% | 299 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $34.66万 | 0.05% | 1,303 | -126 | -8.8% | -$3.35万 | 减仓 |
| COP | CONOCOPHILLIPS | $35.87万 | 0.05% | 2,718 | 4 | 0.1% | $528 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $36.85万 | 0.05% | 8,219 | -875 | -9.6% | -$3.92万 | 减仓 |
| DE | DEERE & CO | $37.64万 | 0.06% | 668 | -4 | -0.6% | -$2,254 | 减仓 |
| GLD | SPDR GOLD TR | $37.65万 | 0.06% | 875 | 122 | 16.2% | $5.25万 | 加仓 |
| BOND | PIMCO ETF TR | $38.03万 | 0.06% | 4,121 | 5 | 0.1% | $461 | 加仓 |
| HEDJ | WISDOMTREE TR | $38.30万 | 0.06% | 7,323 | -61 | -0.8% | -$3,190 | 减仓 |
| MDT | MEDTRONIC PLC | $38.33万 | 0.06% | 4,424 | -1,145 | -20.6% | -$9.92万 | 减仓 |
| DIS | DISNEY WALT CO | $38.50万 | 0.06% | 3,995 | 75 | 1.9% | $7,228 | 加仓 |
| IGV | ISHARES TR | $39.14万 | 0.06% | 4,890 | 4,890 | — | $39.14万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $39.28万 | 0.06% | 1,407 | 11 | 0.8% | $3,071 | 加仓 |
| GE | GE AEROSPACE | $39.76万 | 0.06% | 1,401 | 311 | 28.5% | $8.83万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $39.80万 | 0.06% | 2,306 | -672 | -22.6% | -$11.60万 | 减仓 |
| WRB | BERKLEY W R CORP | $40.10万 | 0.06% | 6,050 | -420 | -6.5% | -$2.78万 | 减仓 |
| VIRT | VIRTU FINL INC | $40.69万 | 0.06% | 9,253 | 9,253 | — | $40.69万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $40.71万 | 0.06% | 2,589 | -225 | -8.0% | -$3.54万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $40.79万 | 0.06% | 674 | -41 | -5.7% | -$2.48万 | 减仓 |
| — | HONEYWELL INTL INC | $41.28万 | 0.06% | 1,826 | 53 | 3.0% | $1.20万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $42.27万 | 0.06% | 2,437 | -373 | -13.3% | -$6.47万 | 减仓 |
| IXUS | ISHARES TR | $42.43万 | 0.06% | 4,898 | 94 | 2.0% | $8,143 | 加仓 |
| MS | MORGAN STANLEY | $42.55万 | 0.06% | 2,586 | 52 | 2.1% | $8,556 | 加仓 |
| ZTS | ZOETIS INC | $42.68万 | 0.06% | 3,611 | -241 | -6.3% | -$2.85万 | 减仓 |
| RBLX | ROBLOX CORP | $44.16万 | 0.07% | 7,808 | 340 | 4.6% | $1.92万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $44.43万 | 0.07% | 1,642 | -29 | -1.7% | -$7,847 | 减仓 |
| INTU | INTUIT | $44.59万 | 0.07% | 1,031 | -489 | -32.2% | -$21.15万 | 减仓 |
| CME | CME GROUP INC | $45.48万 | 0.07% | 1,540 | -427 | -21.7% | -$12.61万 | 减仓 |
| DVY | ISHARES TR | $46.35万 | 0.07% | 3,061 | 4 | 0.1% | $606 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $46.99万 | 0.07% | 7,489 | 102 | 1.4% | $6,401 | 加仓 |
| VO | VANGUARD INDEX FDS | $47.81万 | 0.07% | 1,665 | 232 | 16.2% | $6.66万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $48.06万 | 0.07% | 2,362 | 637 | 36.9% | $12.96万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $50.18万 | 0.07% | 4,335 | -1,013 | -18.9% | -$11.73万 | 减仓 |
| IEFA | ISHARES TR | $50.47万 | 0.08% | 5,575 | 1,254 | 29.0% | $11.35万 | 加仓 |
| CMI | CUMMINS INC | $50.74万 | 0.08% | 943 | -264 | -21.9% | -$14.20万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $51.18万 | 0.08% | 17,599 | -481 | -2.7% | -$1.40万 | 减仓 |
| EEM | ISHARES TR | $52.51万 | 0.08% | 9,246 | 319 | 3.6% | $1.81万 | 加仓 |
| SO | SOUTHERN CO | $53.90万 | 0.08% | 5,584 | -873 | -13.5% | -$8.43万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $56.01万 | 0.08% | 662 | 29 | 4.6% | $2.45万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $56.02万 | 0.08% | 1,928 | 13 | 0.7% | $3,777 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $56.48万 | 0.08% | 7,870 | -84 | -1.1% | -$6,028 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $56.55万 | 0.08% | 8,432 | -680 | -7.5% | -$4.56万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $57.01万 | 0.08% | 3,004 | -1,023 | -25.4% | -$19.41万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $57.21万 | 0.09% | 4,136 | 1,670 | 67.7% | $23.10万 | 加仓 |
| ETR | ENTERGY CORP NEW | $57.87万 | 0.09% | 5,150 | -1,225 | -19.2% | -$13.76万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $58.23万 | 0.09% | 6,269 | 217 | 3.6% | $2.02万 | 加仓 |
| XYL | XYLEM INC | $58.89万 | 0.09% | 4,928 | -87 | -1.7% | -$1.04万 | 减仓 |
| BAC | BANK AMERICA CORP | $59.28万 | 0.09% | 12,160 | 282 | 2.4% | $1.37万 | 加仓 |
| PEP | PEPSICO INC | $60.24万 | 0.09% | 3,879 | -568 | -12.8% | -$8.82万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $60.39万 | 0.09% | 1,997 | -32 | -1.6% | -$9,677 | 减仓 |
| FTNT | FORTINET INC | $61.79万 | 0.09% | 7,561 | 72 | 1.0% | $5,884 | 加仓 |
| AMAT | APPLIED MATLS INC | $62.32万 | 0.09% | 1,823 | 99 | 5.7% | $3.38万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $62.52万 | 0.09% | 7,369 | 7,369 | — | $62.52万 | 新建仓 |
| AGG | ISHARES TR | $64.73万 | 0.10% | 6,521 | -2,397 | -26.9% | -$23.80万 | 减仓 |
| DGRW | WISDOMTREE TR | $65.34万 | 0.10% | 7,439 | -179 | -2.3% | -$1.57万 | 减仓 |
| NFLX | NETFLIX INC. | $65.39万 | 0.10% | 6,800 | 462 | 7.3% | $4.44万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $65.84万 | 0.10% | 1,918 | -248 | -11.4% | -$8.51万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $68.18万 | 0.10% | 6,741 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $69.86万 | 0.10% | 1,210 | -32 | -2.6% | -$1.85万 | 减仓 |
| APH | AMPHENOL CORP | $77.14万 | 0.11% | 6,105 | -1,373 | -18.4% | -$17.35万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $78.95万 | 0.12% | 15,727 | -2,993 | -16.0% | -$15.02万 | 减仓 |
| ITOT | ISHARES TR | $79.41万 | 0.12% | 5,575 | 415 | 8.0% | $5.91万 | 加仓 |
| VRSN | VERISIGN INC | $79.80万 | 0.12% | 3,213 | -30 | -0.9% | -$7,451 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $80.19万 | 0.12% | 805 | 25 | 3.2% | $2.49万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $80.88万 | 0.12% | 3,761 | -127 | -3.3% | -$2.73万 | 减仓 |
| DHR | DANAHER CORP DEL | $81.27万 | 0.12% | 4,286 | -2,252 | -34.4% | -$42.70万 | 减仓 |
| WMT | WALMART INC | $81.42万 | 0.12% | 6,551 | 451 | 7.4% | $5.61万 | 加仓 |
| PFE | PFIZER INC | $81.93万 | 0.12% | 29,177 | 322 | 1.1% | $9,042 | 加仓 |
| ECL | ECOLAB INC | $82.90万 | 0.12% | 3,116 | -497 | -13.8% | -$13.22万 | 减仓 |
| WFC | WELLS FARGO & CO | $83.94万 | 0.13% | 10,544 | -1,228 | -10.4% | -$9.78万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $85.82万 | 0.13% | 5,867 | 256 | 4.6% | $3.74万 | 加仓 |
| IWM | ISHARES TR | $86.71万 | 0.13% | 3,496 | 21 | 0.6% | $5,209 | 加仓 |
| RTX | RTX CORPORATION | $86.73万 | 0.13% | 4,496 | 11 | 0.2% | $2,122 | 加仓 |
| LRCX | LAM RESEARCH CORP | $86.95万 | 0.13% | 4,070 | 607 | 17.5% | $12.97万 | 加仓 |
| T | AT&T INC | $89.27万 | 0.13% | 30,792 | -4,220 | -12.1% | -$12.23万 | 减仓 |
| C | CITIGROUP INC | $90.54万 | 0.13% | 7,983 | -1,313 | -14.1% | -$14.89万 | 减仓 |
| ET | ENERGY TRANSFER L P | $90.89万 | 0.14% | 47,094 | 60 | 0.1% | $1,158 | 加仓 |
| UNP | UNION PAC CORP | $91.43万 | 0.14% | 3,768 | -497 | -11.7% | -$12.06万 | 减仓 |
| SPGI | S&P GLOBAL INC | $94.10万 | 0.14% | 2,212 | -422 | -16.0% | -$17.95万 | 减仓 |
| HD | HOME DEPOT INC | $96.59万 | 0.14% | 2,937 | -11 | -0.4% | -$3,617 | 减仓 |
| PYLD | PIMCO ETF TR | $97.24万 | 0.14% | 37,115 | 1,755 | 5.0% | $4.60万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $97.77万 | 0.15% | 4,698 | -2 | -0.0% | -$416 | 减仓 |
| MCD | MCDONALDS CORP | $100.09万 | 0.15% | 3,221 | -244 | -7.0% | -$7.58万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $104.83万 | 0.16% | 23,421 | -2,741 | -10.5% | -$12.27万 | 减仓 |
| LIN | LINDE PLC | $106.61万 | 0.16% | 2,150 | -69 | -3.1% | -$3.42万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $106.84万 | 0.16% | 8,159 | -668 | -7.6% | -$8.75万 | 减仓 |
| KO | COCA COLA CO | $108.00万 | 0.16% | 14,201 | -1,065 | -7.0% | -$8.10万 | 减仓 |
| LLY | ELI LILLY & CO | $109.62万 | 0.16% | 1,192 | 33 | 2.8% | $3.03万 | 加仓 |
| IVW | ISHARES TR | $110.10万 | 0.16% | 9,734 | -90 | -0.9% | -$1.02万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $113.68万 | 0.17% | 6,875 | -415 | -5.7% | -$6.86万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $114.12万 | 0.17% | 45,071 | 7,779 | 20.9% | $19.70万 | 加仓 |
| AMGN | AMGEN INC | $114.20万 | 0.17% | 3,246 | -36 | -1.1% | -$1.27万 | 减仓 |
| IJH | ISHARES TR | $115.51万 | 0.17% | 17,104 | -187 | -1.1% | -$1.26万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $116.03万 | 0.17% | 7,834 | -170 | -2.1% | -$2.52万 | 减仓 |