Thrive Wealth Management, LLC
AUDUBON PA · SEC CIK 0001847610
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $117.60万 | 0.15% | 7,094 | -632 | -8.2% | -$10.48万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $123.24万 | 0.16% | 7,798 | -36 | -0.5% | -$5,689 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $125.15万 | 0.16% | 6,918 | 43 | 0.6% | $7,779 | 加仓 |
| AMAT | APPLIED MATLS INC | $130.42万 | 0.17% | 1,804 | -19 | -1.0% | -$1.37万 | 减仓 |
| IJH | ISHARES TR | $131.79万 | 0.17% | 17,092 | -12 | -0.1% | -$925 | 减仓 |
| IVW | ISHARES TR | $132.19万 | 0.17% | 9,612 | -122 | -1.3% | -$1.68万 | 减仓 |
| TJX | TJX COS INC NEW | $133.61万 | 0.17% | 8,819 | -106 | -1.2% | -$1.61万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $137.62万 | 0.17% | 18,185 | -100 | -0.5% | -$7,568 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $137.93万 | 0.18% | 2,374 | 12 | 0.5% | $6,972 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $141.20万 | 0.18% | 54,624 | 9,553 | 21.2% | $24.69万 | 加仓 |
| ABBV | ABBVIE INC | $143.63万 | 0.18% | 5,708 | -255 | -4.3% | -$6.42万 | 减仓 |
| SNOW | SNOWFLAKE INC 看跌期权 | $147.61万 | 0.19% | 5,800 | 5,800 | — | $147.61万 | 新建仓 |
| LLY | ELI LILLY & CO | $150.52万 | 0.19% | 1,255 | 63 | 5.3% | $7.56万 | 加仓 |
| IWD | ISHARES TR | $153.26万 | 0.19% | 6,322 | 194 | 3.2% | $4.70万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $166.33万 | 0.21% | 45,112 | -206 | -0.5% | -$7,595 | 减仓 |
| — | EXXON MOBIL CORP | $170.43万 | 0.22% | 12,466 | -833 | -6.3% | -$11.39万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $171.13万 | 0.22% | 3,359 | 473 | 16.4% | $24.10万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $172.32万 | 0.22% | 3,977 | -93 | -2.3% | -$4.03万 | 减仓 |
| ORCL | ORACLE CORP | $179.09万 | 0.23% | 12,220 | -1,891 | -13.4% | -$27.71万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $181.03万 | 0.23% | 71,160 | 1,669 | 2.4% | $4.25万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $182.44万 | 0.23% | 3,552 | 184 | 5.5% | $9.45万 | 加仓 |
| META | META PLATFORMS INC | $184.27万 | 0.23% | 3,271 | -251 | -7.1% | -$14.14万 | 减仓 |
| CSCO | CISCO SYS INC | $185.10万 | 0.24% | 15,758 | -856 | -5.2% | -$10.05万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $189.77万 | 0.24% | 59,845 | 7,065 | 13.4% | $22.40万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $194.76万 | 0.25% | 13,282 | -76 | -0.6% | -$1.11万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $214.13万 | 0.27% | 7,400 | 7,400 | — | $214.13万 | 新建仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $217.49万 | 0.28% | 55,560 | 11,854 | 27.1% | $46.40万 | 加仓 |
| CAT | CATERPILLAR INC | $226.74万 | 0.29% | 2,129 | -19 | -0.9% | -$2.02万 | 减仓 |
| SNOW | SNOWFLAKE INC | $229.56万 | 0.29% | 9,020 | 9,020 | — | $229.56万 | 新建仓 |
| MRK | MERCK & CO INC | $231.99万 | 0.29% | 18,054 | 445 | 2.5% | $5.72万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $235.26万 | 0.30% | 8,366 | -91 | -1.1% | -$2.56万 | 减仓 |
| TSLA | TESLA INC | $243.08万 | 0.31% | 5,779 | 188 | 3.4% | $7.91万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $244.43万 | 0.31% | 7,467 | 1 | 0.0% | $327 | 加仓 |
| AVGO | BROADCOM INC | $247.94万 | 0.31% | 6,564 | 198 | 3.1% | $7.48万 | 加仓 |
| IJR | ISHARES TR | $250.28万 | 0.32% | 16,875 | 258 | 1.6% | $3.83万 | 加仓 |
| IWF | ISHARES TR | $251.27万 | 0.32% | 20,236 | 5,752 | 39.7% | $71.42万 | 加仓 |
| V | VISA INC | $282.35万 | 0.36% | 8,230 | -81 | -1.0% | -$2.78万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $288.70万 | 0.37% | 35,814 | -244 | -0.7% | -$1.97万 | 减仓 |
| QUAL | ISHARES TR | $299.00万 | 0.38% | 13,626 | -220 | -1.6% | -$4.83万 | 减仓 |
| IEMG | ISHARES INC | $303.32万 | 0.39% | 36,615 | 579 | 1.6% | $4.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $318.41万 | 0.40% | 6,363 | -154 | -2.4% | -$7.71万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $320.18万 | 0.41% | 44,937 | 486 | 1.1% | $3.46万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $354.74万 | 0.45% | 129,138 | 5,429 | 4.4% | $14.91万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $393.03万 | 0.50% | 135,713 | 3,807 | 2.9% | $11.03万 | 加仓 |
| IQLT | ISHARES TR | $450.99万 | 0.57% | 91,017 | 232 | 0.3% | $1.15万 | 加仓 |
| EFA | ISHARES TR | $462.33万 | 0.59% | 44,506 | 2,687 | 6.4% | $27.91万 | 加仓 |
| IVV | ISHARES TR | $496.51万 | 0.63% | 6,630 | 74 | 1.1% | $5.54万 | 加仓 |
| GOOGL | ALPHABET INC | $508.04万 | 0.65% | 14,216 | 180 | 1.3% | $6.43万 | 加仓 |
| MUB | ISHARES TR | $516.25万 | 0.66% | 47,970 | 9,226 | 23.8% | $99.29万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $552.61万 | 0.70% | 7,400 | 3,500 | 89.7% | $261.37万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $571.69万 | 0.73% | 22,510 | -351 | -1.5% | -$8.91万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $607.47万 | 0.77% | 206,410 | -1,232 | -0.6% | -$3.63万 | 减仓 |
| AMZN | AMAZON COM INC | $622.60万 | 0.79% | 26,122 | 839 | 3.3% | $20.00万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $623.61万 | 0.79% | 104,475 | -679 | -0.6% | -$4.05万 | 减仓 |
| SEIC | SEI INVTS CO | $648.48万 | 0.82% | 73,935 | -2,844 | -3.7% | -$24.94万 | 减仓 |
| MSFT | MICROSOFT CORP | $738.92万 | 0.94% | 19,809 | 104 | 0.5% | $3.88万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $749.94万 | 0.95% | 20,266 | 542 | 2.7% | $20.06万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $847.22万 | 1.08% | 42,342 | -622 | -1.4% | -$12.45万 | 减仓 |
| GOOG | ALPHABET INC | $918.35万 | 1.17% | 25,991 | -1,280 | -4.7% | -$45.23万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,024.99万 | 1.30% | 294,454 | 5,947 | 2.1% | $20.70万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $1,037.34万 | 1.32% | 30,625 | -577 | -1.8% | -$19.54万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,044.29万 | 1.33% | 34,451 | 507 | 1.5% | $15.37万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,063.71万 | 1.35% | 384,011 | 17,180 | 4.7% | $47.59万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,137.42万 | 1.45% | 16,561 | 71 | 0.4% | $4.88万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,266.06万 | 1.61% | 18,001 | 241 | 1.4% | $16.95万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,670.08万 | 2.12% | 193,880 | 818 | 0.4% | $7.05万 | 加仓 |
| AAPL | APPLE INC | $1,680.42万 | 2.13% | 58,074 | 1,104 | 1.9% | $31.95万 | 加仓 |
| INTF | ISHARES TR | $2,085.92万 | 2.65% | 509,257 | 167,102 | 48.8% | $684.45万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,431.79万 | 3.09% | 32,564 | 142 | 0.4% | $10.60万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1.84亿 | 23.35% | 5,430,697 | 112,806 | 2.1% | $381.74万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.89亿 | 24.06% | 869,143 | 7,419 | 0.9% | $161.68万 | 加仓 |