13F 机构持仓

Thrive Wealth Management, LLC

AUDUBON PA · SEC CIK 0001847610

2026Q22026Q1 更早 9 个季度 🔒
$7.87亿2026Q2 申报市值
260持仓数
63.1%前十大占比 · 第一大 24.1%
31 / 11新建仓 / 清仓
申报市值走势$7.87亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTV 24.1%
SCHG 23.3%
SPY 3.1%
INTF 2.6%
AAPL 2.1%
VUG 2.1%
MDY 1.6%
VOO 1.4%
SCHF 1.4%
VB 1.3%

2026Q2 买入最多 按季末市值估算

INTF 加仓+$684.45万
SCHG 加仓+$381.74万
SNOW 新建仓+$229.56万
VTV 加仓+$161.68万
MUB 加仓+$99.29万

2026Q2 卖出最多 按季末市值估算

GOOG 减仓-$45.23万
INTU 清仓-$44.59万
ET 减仓-$43.97万
ZTS 清仓-$42.68万
HONEYWELL INTL I 清仓-$41.28万

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
SOFI SOFI TECHNOLOGIES INC $34.69万0.04%19,347 -1,963-9.2% -$3.52万 减仓
BND VANGUARD BD INDEX FDS $34.79万0.04%4,739 571.2% $4,185 加仓
ETN EATON CORP PLC $34.90万0.04%819 -49-5.6% -$2.09万 减仓
SBUX STARBUCKS CORP $35.19万0.04%3,443 -106-3.0% -$1.08万 减仓
AMT AMERICAN TOWER CORP $35.38万0.04%2,163 -143-6.2% -$2.34万 减仓
TXN TEXAS INSTRS INC $35.41万0.04%1,188 -20-1.7% -$5,961 减仓
UPS UNITED PARCEL SVCS INC $35.47万0.05%3,299 1876.0% $2.01万 加仓
ARMK ARAMARK $35.63万0.05%6,262 -10-0.2% -$569 减仓
VBR VANGUARD INDEX FDS $35.73万0.05%1,470 -35-2.3% -$8,507 减仓
DIS DISNEY WALT CO $36.01万0.05%3,742 -253-6.3% -$2.43万 减仓
BE BLOOM ENERGY CORP $37.11万0.05%1,226 -378-23.6% -$11.44万 减仓
DE DEERE & CO $38.71万0.05%610 -58-8.7% -$3.68万 减仓
MRSH MARSH & MCLENNAN COS INC $38.80万0.05%2,328 -109-4.5% -$1.82万 减仓
VBK VANGUARD INDEX FDS $39.01万0.05%1,067 -67-5.9% -$2.45万 减仓
NDSN NORDSON CORP $39.85万0.05%1,321 181.4% $5,430 加仓
ULS UL SOLUTIONS INC $40.04万0.05%3,931 57817.2% $5.89万 加仓
RBLX ROBLOX CORP $40.98万0.05%7,536 -272-3.5% -$1.48万 减仓
SMH VANECK ETF TRUST $41.61万0.05%634 40.6% $2,625 加仓
HEDJ WISDOMTREE TR $42.47万0.05%7,450 1271.7% $7,239 加仓
WRB BERKLEY W R CORP $42.83万0.05%6,072 220.4% $1,552 加仓
AZN ASTRAZENECA PLC $42.93万0.05%2,264 2,264— $42.93万 新建仓
ZWS ZURN ELKAY WATER SOLNS CORP $43.97万0.06%8,702 4835.9% $2.44万 加仓
QCOM QUALCOMM INC $43.99万0.06%2,381 -93-3.8% -$1.72万 减仓
IGV ISHARES TR $44.30万0.06%4,890 00.0% — 不变
NFLX NETFLIX INC. $44.83万0.06%6,278 -522-7.7% -$3.73万 减仓
TDY TELEDYNE TECHNOLOGIES INC $45.36万0.06%680 60.9% $4,002 加仓
GEV GE VERNOVA INC $45.50万0.06%387 92.4% $1.06万 加仓
ET ENERGY TRANSFER L P $46.07万0.06%24,095 -22,999-48.8% -$43.97万 减仓
PANW PALO ALTO NETWORKS INC $46.17万0.06%1,354 -60-4.2% -$2.05万 减仓
MRVL MARVELL TECHNOLOGY INC $47.19万0.06%1,584 1,584— $47.19万 新建仓
NXPI NXP SEMICONDUCTORS N V $47.38万0.06%1,686 -30-1.7% -$8,431 减仓
DVY ISHARES TR $47.91万0.06%3,065 40.1% $625 加仓
VT VANGUARD INTL EQUITY INDEX F $48.79万0.06%3,109 -1,027-24.8% -$16.12万 减仓
IEFA ISHARES TR $49.52万0.06%5,127 -448-8.0% -$4.33万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $49.79万0.06%1,043 687.0% $3.25万 加仓
WEC WEC ENERGY GROUP INC $50.52万0.06%4,326 -9-0.2% -$1,051 减仓
SNDK SANDISK CORP $50.53万0.06%222 222— $50.53万 新建仓
IXUS ISHARES TR $51.44万0.07%5,390 49210.0% $4.70万 加仓
MS MORGAN STANLEY $51.91万0.07%2,483 -103-4.0% -$2.15万 减仓
PEP PEPSICO INC $52.23万0.07%3,858 -21-0.5% -$2,843 减仓
SO SOUTHERN CO $52.61万0.07%5,497 -87-1.6% -$8,327 减仓
GLW CORNING INC $52.94万0.07%2,073 -134-6.1% -$3.42万 减仓
NEE NEXTERA ENERGY INC $53.74万0.07%6,123 -146-2.3% -$1.28万 减仓
GE GE AEROSPACE $54.61万0.07%1,461 604.3% $2.24万 加仓
VO VANGUARD INDEX FDS $54.64万0.07%6,782 1221.8% $9,829 加仓
APD AIR PRODUCTS AND CHEMICALS I $55.74万0.07%1,901 -27-1.4% -$7,916 减仓
PLTR PALANTIR TECHNOLOGIES INC $56.28万0.07%4,824 -1,043-17.8% -$12.17万 减仓
ETR ENTERGY CORP NEW $58.20万0.07%5,067 -83-1.6% -$9,533 减仓
LNT ALLIANT ENERGY CORP $59.45万0.08%7,792 -78-1.0% -$5,951 减仓
XYL XYLEM INC $59.49万0.08%5,032 1042.1% $1.23万 加仓
SCHE SCHWAB STRATEGIC TR $59.50万0.08%16,411 6,00657.7% $21.78万 加仓
SCHA SCHWAB STRATEGIC TR $60.30万0.08%16,688 -911-5.2% -$3.29万 减仓
EEM ISHARES TR $63.28万0.08%9,250 40.0% $274 加仓
VZ VERIZON COMMUNICATIONS INC $63.42万0.08%14,978 -749-4.8% -$3.17万 减仓
T AT&T INC $64.55万0.08%31,184 3921.3% $8,114 加仓
AGG ISHARES TR $64.70万0.08%6,537 160.2% $1,584 加仓
VRSK VERISK ANALYTICS INC $65.03万0.08%3,622 61820.6% $11.09万 加仓
GD GENERAL DYNAMICS CORP $65.05万0.08%1,836 -82-4.3% -$2.91万 减仓
AXP AMERICAN EXPRESS CO $65.72万0.08%1,943 -54-2.7% -$1.83万 减仓
AVDE AMERICAN CENTY ETF TR $65.73万0.08%7,369 00.0% — 不变
BAC BANK OF AMER CORP $66.88万0.08%11,737 -423-3.5% -$2.41万 减仓
IBKR INTERACTIVE BROKERS GROUP IN $67.12万0.09%7,711 -721-8.6% -$6.28万 减仓
CMI CUMMINS INC $67.26万0.09%943 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $67.98万0.09%1,636 -6-0.4% -$2,493 减仓
GS GOLDMAN SACHS GROUP INC $68.28万0.09%675 132.0% $1.32万 加仓
PFE PFIZER INC $69.00万0.09%28,655 -522-1.8% -$1.26万 减仓
PBA PEMBINA PIPELINE CORP $70.82万0.09%15,313 -8,108-34.6% -$37.50万 减仓
COST COSTCO WHOLESALE CORPORATION $74.35万0.09%795 -10-1.2% -$9,353 减仓
DGRW WISDOMTREE TR $75.84万0.10%7,931 4926.6% $4.70万 加仓
VTES VANGUARD WELLINGTON FD $75.91万0.10%7,493 75211.2% $7.62万 加仓
NVDA NVIDIA CORPORATION 看跌期权 $76.03万0.10%3,800 3,800— $76.03万 新建仓
DHR DANAHER CORP DEL $76.35万0.10%4,008 -278-6.5% -$5.30万 减仓
WMT WALMART INC $78.08万0.10%6,894 3435.2% $3.88万 加仓
VRSN VERISIGN INC $78.34万0.10%3,114 -99-3.1% -$2.49万 减仓
PNC PNC FINL SVCS GROUP INC $78.80万0.10%3,200 -1,498-31.9% -$36.89万 减仓
VCSH VANGUARD SCOTTSDALE FDS $79.54万0.10%10,064 7,339269.3% $58.00万 加仓
DUK DUKE ENERGY CORP NEW $80.36万0.10%6,349 -1,810-22.2% -$22.91万 减仓
MU MICRON TECHNOLOGY INC $81.54万0.10%706 243.5% $2.77万 加仓
WFC WELLS FARGO & CO $81.68万0.10%9,884 -660-6.3% -$5.45万 减仓
RTX RTX CORPORATION $83.69万0.11%4,411 -85-1.9% -$1.61万 减仓
APH AMPHENOL CORP $83.71万0.11%4,748 -1,357-22.2% -$23.92万 减仓
SPGI S&P GLOBAL INC $84.86万0.11%2,084 -128-5.8% -$5.21万 减仓
ECL ECOLAB INC $85.09万0.11%3,054 -62-2.0% -$1.73万 减仓
MCD MCDONALDS CORP $86.01万0.11%3,182 -39-1.2% -$1.05万 减仓
VIG VANGUARD SPECIALIZED FUNDS $87.98万0.11%3,718 -43-1.1% -$1.02万 减仓
UNP UNION PAC CORP $88.37万0.11%3,249 -519-13.8% -$14.12万 减仓
INTC INTEL CORP $89.21万0.11%6,389 -293-4.4% -$4.09万 减仓
ITOT ISHARES TR $91.00万0.12%5,540 -35-0.6% -$5,749 减仓
CRM SALESFORCE INC $95.58万0.12%6,101 -650-9.6% -$10.18万 减仓
HD HOME DEPOT INC $98.74万0.13%2,800 -137-4.7% -$4.83万 减仓
IWM ISHARES TR $100.38万0.13%3,341 -155-4.4% -$4.66万 减仓
C CITIGROUP INC $104.61万0.13%7,474 -509-6.4% -$7.12万 减仓
FTNT FORTINET INC $108.92万0.14%7,090 -471-6.2% -$7.24万 减仓
LIN LINDE PLC $109.11万0.14%2,102 -48-2.2% -$2.49万 减仓
MCK MCKESSON CORP $111.38万0.14%1,474 -5-0.3% -$3,778 减仓
TMO THERMO FISHER SCIENTIFIC INC $112.83万0.14%2,250 -292-11.5% -$14.64万 减仓
PYLD PIMCO ETF TR $112.84万0.14%42,549 5,43414.6% $14.41万 加仓
KO COCA COLA CO $113.08万0.14%13,914 -287-2.0% -$2.33万 减仓
QQQ INVESCO QQQ TR $115.88万0.15%1,574 36430.1% $26.80万 加仓
AMGN AMGEN INC $116.54万0.15%3,218 -28-0.9% -$1.01万 减仓