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 |
|---|---|---|---|---|---|---|---|---|
| TMO | THERMO FISHER SCIENTIFIC INC | $124.93万 | 0.19% | 2,542 | -830 | -24.6% | -$40.79万 | 减仓 |
| CRM | SALESFORCE INC | $126.02万 | 0.19% | 6,751 | -110 | -1.6% | -$2.05万 | 减仓 |
| MCK | MCKESSON CORP | $127.99万 | 0.19% | 1,479 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $128.91万 | 0.19% | 16,614 | -381 | -2.2% | -$2.96万 | 减仓 |
| ABBV | ABBVIE INC | $129.69万 | 0.19% | 5,963 | 152 | 2.6% | $3.31万 | 加仓 |
| IWD | ISHARES TR | $130.93万 | 0.20% | 6,128 | 177 | 3.0% | $3.78万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $138.32万 | 0.21% | 18,285 | -2,737 | -13.0% | -$20.71万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $140.31万 | 0.21% | 45,318 | -3,248 | -6.7% | -$10.06万 | 减仓 |
| TJX | TJX COS INC NEW | $142.54万 | 0.21% | 8,925 | 1,054 | 13.4% | $16.83万 | 加仓 |
| CAT | CATERPILLAR INC | $152.19万 | 0.23% | 2,148 | 44 | 2.1% | $3.12万 | 加仓 |
| IWF | ISHARES TR | $154.41万 | 0.23% | 3,621 | -53 | -1.4% | -$2.26万 | 减仓 |
| CVX | CHEVRON CORPORATION | $159.86万 | 0.24% | 7,726 | -311 | -3.9% | -$6.43万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $161.93万 | 0.24% | 52,780 | 265 | 0.5% | $8,130 | 加仓 |
| MA | MASTERCARD INCORPORATED | $168.28万 | 0.25% | 3,368 | -84 | -2.4% | -$4.20万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $169.32万 | 0.25% | 43,706 | -627 | -1.4% | -$2.43万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $172.34万 | 0.26% | 69,491 | 2,396 | 3.6% | $5.94万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $174.43万 | 0.26% | 2,886 | -795 | -21.6% | -$48.05万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $192.94万 | 0.29% | 13,358 | -589 | -4.2% | -$8.51万 | 减仓 |
| AVGO | BROADCOM INC | $197.04万 | 0.29% | 6,366 | 312 | 5.2% | $9.66万 | 加仓 |
| META | META PLATFORMS INC | $201.52万 | 0.30% | 3,522 | 549 | 18.5% | $31.41万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $204.98万 | 0.31% | 8,457 | 2,963 | 53.9% | $71.82万 | 加仓 |
| IJR | ISHARES TR | $206.56万 | 0.31% | 16,617 | 3 | 0.0% | $373 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $206.58万 | 0.31% | 36,058 | -4,974 | -12.1% | -$28.50万 | 减仓 |
| ORCL | ORACLE CORP | $207.59万 | 0.31% | 14,111 | 218 | 1.6% | $3.21万 | 加仓 |
| TSLA | TESLA INC | $207.86万 | 0.31% | 5,591 | 210 | 3.9% | $7.81万 | 加仓 |
| MRK | MERCK & CO INC | $211.82万 | 0.32% | 17,609 | -453 | -2.5% | -$5.45万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $219.63万 | 0.33% | 7,466 | 215 | 3.0% | $6.32万 | 加仓 |
| — | EXXON MOBIL CORP | $225.62万 | 0.34% | 13,299 | 36 | 0.3% | $6,108 | 加仓 |
| V | VISA INC | $251.21万 | 0.37% | 8,311 | -608 | -6.8% | -$18.38万 | 减仓 |
| IEMG | ISHARES INC | $251.35万 | 0.37% | 36,036 | 1,072 | 3.1% | $7.48万 | 加仓 |
| QUAL | ISHARES TR | $265.58万 | 0.40% | 13,846 | -228 | -1.6% | -$4.37万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $284.85万 | 0.42% | 44,451 | -1,716 | -3.7% | -$11.00万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $312.31万 | 0.47% | 6,517 | 122 | 1.9% | $5.85万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $331.08万 | 0.49% | 131,906 | -11,366 | -7.9% | -$28.53万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $335.87万 | 0.50% | 123,709 | 29,128 | 30.8% | $79.08万 | 加仓 |
| GOOGL | ALPHABET INC | $403.63万 | 0.60% | 14,036 | 691 | 5.2% | $19.87万 | 加仓 |
| EFA | ISHARES TR | $406.19万 | 0.61% | 41,819 | 1,988 | 5.0% | $19.31万 | 加仓 |
| MUB | ISHARES TR | $411.27万 | 0.61% | 38,744 | 4,730 | 13.9% | $50.21万 | 加仓 |
| IQLT | ISHARES TR | $419.70万 | 0.63% | 90,785 | -63 | -0.1% | -$2,912 | 减仓 |
| IVV | ISHARES TR | $428.27万 | 0.64% | 6,556 | 407 | 6.6% | $26.59万 | 加仓 |
| AMZN | AMAZON COM INC | $526.57万 | 0.78% | 25,283 | 2,010 | 8.6% | $41.86万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $532.39万 | 0.79% | 207,642 | 710 | 0.3% | $1.82万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $558.80万 | 0.83% | 22,861 | -1,015 | -4.3% | -$24.81万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $568.36万 | 0.85% | 105,154 | 1,225 | 1.2% | $6.62万 | 加仓 |
| SEIC | SEI INVTS CO | $602.49万 | 0.90% | 76,779 | -4,390 | -5.4% | -$34.45万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $632.76万 | 0.94% | 19,724 | 1,085 | 5.8% | $34.81万 | 加仓 |
| MSFT | MICROSOFT CORP | $729.42万 | 1.09% | 19,705 | -655 | -3.2% | -$24.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $749.29万 | 1.12% | 42,964 | 760 | 1.8% | $13.25万 | 加仓 |
| GOOG | ALPHABET INC | $782.30万 | 1.17% | 27,271 | 764 | 2.9% | $21.92万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $879.95万 | 1.31% | 288,507 | -3,066 | -1.1% | -$9.35万 | 减仓 |
| VB | VANGUARD INDEX FDS | $889.06万 | 1.33% | 33,944 | -371 | -1.1% | -$9.72万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $907.91万 | 1.35% | 366,831 | 2,194 | 0.6% | $5.43万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $920.83万 | 1.37% | 31,202 | -776 | -2.4% | -$22.90万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $985.34万 | 1.47% | 16,490 | 435 | 2.7% | $25.99万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,095.35万 | 1.63% | 17,760 | -425 | -2.3% | -$26.21万 | 减仓 |
| INTF | ISHARES TR | $1,333.03万 | 1.99% | 342,155 | -1,208 | -0.4% | -$4.71万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,405.47万 | 2.10% | 32,177 | 1,855 | 6.1% | $81.03万 | 加仓 |
| AAPL | APPLE INC | $1,445.84万 | 2.16% | 56,970 | 581 | 1.0% | $14.75万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,108.51万 | 3.14% | 32,422 | -444 | -1.4% | -$28.87万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1.55亿 | 23.09% | 5,317,891 | 395,364 | 8.0% | $1,151.70万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.69亿 | 25.20% | 861,724 | 29,719 | 3.6% | $583.09万 | 加仓 |