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 |
|---|---|---|---|---|---|---|---|---|
| COLL | COLLEGIUM PHARMACEUTICAL INC | $0 | 0.00% | 0 | -20,326 | -100.0% | -$94.11万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,246 | -100.0% | -$41.30万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -3,662 | -100.0% | -$32.54万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -3,774 | -100.0% | -$30.93万 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -1,680 | -100.0% | -$30.66万 | 清仓 |
| MAIN | MAIN STR CAP CORP | $0 | 0.00% | 0 | -5,073 | -100.0% | -$30.64万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -2,426 | -100.0% | -$26.59万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1,033 | -100.0% | -$26.07万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -4,317 | -100.0% | -$25.20万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,067 | -100.0% | -$25.16万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -2,526 | -100.0% | -$23.78万 | 清仓 |
| BEAM | BEAM THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPY | SPDR S&P 500 ETF TR 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -10,000 | -100.0% | -$22.90万 | 清仓 |
| TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | -2,130 | -100.0% | -$22.68万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -3,295 | -100.0% | -$22.52万 | 清仓 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -5,739 | -100.0% | -$21.90万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -968 | -100.0% | -$21.82万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -2,779 | -100.0% | -$21.77万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BA | BOEING CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOYA | VOYA FINANCIAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -404 | -100.0% | -$20.65万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -7,279 | -100.0% | -$20.65万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,406 | -100.0% | -$20.24万 | 清仓 |
| THO | THOR INDS INC | $0 | 0.00% | 0 | -1,955 | -100.0% | -$20.07万 | 清仓 |
| OABI | OMNIAB INC | $2.71万 | 0.00% | 17,281 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $4.08万 | 0.01% | 11,589 | 11,589 | — | $4.08万 | 新建仓 |
| — | CARIBOU BIOSCIENCES INC | $6.08万 | 0.01% | 32,000 | 0 | 0.0% | — | 不变 |
| EDIT | EDITAS MEDICINE INC | $8.27万 | 0.01% | 33,500 | 0 | 0.0% | — | 不变 |
| — | AUREUS GREENWAY HLDGS INC | $10.17万 | 0.02% | 30,000 | 30,000 | — | $10.17万 | 新建仓 |
| ONDS | ONDAS INC | $11.77万 | 0.02% | 13,024 | 13,024 | — | $11.77万 | 新建仓 |
| CI | THE CIGNA GROUP | $20.16万 | 0.03% | 756 | 24 | 3.3% | $6,399 | 重新持有 |
| XGDVX | GABELLI DIVID & INCOME TR | $20.20万 | 0.03% | 7,500 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $20.55万 | 0.03% | 1,474 | 1,474 | — | $20.55万 | 新建仓 |
| OKE | ONEOK INC NEW | $20.56万 | 0.03% | 2,275 | -546 | -19.4% | -$4.94万 | 减仓 |
| BCAX | BICARA THERAPEUTICS INC | $20.57万 | 0.03% | 10,344 | 10,344 | — | $20.57万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $20.62万 | 0.03% | 2,867 | 364 | 14.5% | $2.62万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $21.29万 | 0.03% | 1,048 | -97 | -8.5% | -$1.97万 | 减仓 |
| LII | LENNOX INTL INC | $21.53万 | 0.03% | 464 | -95 | -17.0% | -$4.41万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $21.60万 | 0.03% | 2,725 | -2,000 | -42.3% | -$15.85万 | 减仓 |
| EBAY | EBAY INC. | $21.62万 | 0.03% | 2,375 | -25 | -1.0% | -$2,276 | 减仓 |
| BE | BLOOM ENERGY CORP | $21.73万 | 0.03% | 1,604 | 1,604 | — | $21.73万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $21.93万 | 0.03% | 245 | 2 | 0.8% | $1,790 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $22.06万 | 0.03% | 756 | -5 | -0.7% | -$1,459 | 减仓 |
| ASML | ASML HLDG NV | $22.49万 | 0.03% | 170 | 170 | — | $22.49万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $22.67万 | 0.03% | 1,414 | 1,414 | — | $22.67万 | 新建仓 |
| ENB | ENBRIDGE INC | $22.89万 | 0.03% | 4,228 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $23.05万 | 0.03% | 682 | 682 | — | $23.05万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $23.45万 | 0.03% | 1,208 | 1,208 | — | $23.45万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $23.78万 | 0.04% | 6,468 | 6,468 | — | $23.78万 | 新建仓 |
| IWB | ISHARES TR | $24.07万 | 0.04% | 675 | -222 | -24.7% | -$7.92万 | 减仓 |
| SMH | VANECK ETF TRUST | $24.15万 | 0.04% | 630 | 5 | 0.8% | $1,917 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $24.41万 | 0.04% | 2,480 | 80 | 3.3% | $7,874 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $24.44万 | 0.04% | 3,033 | 3,033 | — | $24.44万 | 新建仓 |
| WSO | WATSCO INC | $24.59万 | 0.04% | 676 | 22 | 3.4% | $8,003 | 重新持有 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $24.73万 | 0.04% | 2,281 | 338 | 17.4% | $3.66万 | 加仓 |
| ADI | ANALOG DEVICES INC | $25.07万 | 0.04% | 788 | 13 | 1.7% | $4,137 | 加仓 |
| ARMK | ARAMARK | $25.43万 | 0.04% | 6,272 | 6,272 | — | $25.43万 | 新建仓 |
| IWR | ISHARES TR | $25.60万 | 0.04% | 2,633 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $25.76万 | 0.04% | 820 | -13 | -1.6% | -$4,084 | 减仓 |
| RIO | RIO TINTO PLC | $25.83万 | 0.04% | 2,769 | -756 | -21.4% | -$7.05万 | 减仓 |
| CB | CHUBB LTD SWITZ | $25.89万 | 0.04% | 794 | 4 | 0.5% | $1,304 | 加仓 |
| BLK | BLACKROCK INC | $26.18万 | 0.04% | 272 | -11 | -3.9% | -$1.06万 | 减仓 |
| SAIA | SAIA INC | $26.31万 | 0.04% | 749 | -69 | -8.4% | -$2.42万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $26.91万 | 0.04% | 1,541 | 1,541 | — | $26.91万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $26.98万 | 0.04% | 903 | 1 | 0.1% | $299 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $27.29万 | 0.04% | 7,212 | 15 | 0.2% | $568 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $27.43万 | 0.04% | 2,313 | 62 | 2.8% | $7,354 | 加仓 |
| SDY | SPDR SERIES TRUST | $27.51万 | 0.04% | 1,885 | 3 | 0.2% | $438 | 加仓 |
| MO | ALTRIA GROUP INC | $27.55万 | 0.04% | 4,176 | -327 | -7.3% | -$2.16万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $27.85万 | 0.04% | 2,851 | -1,160 | -28.9% | -$11.33万 | 减仓 |
| EMR | EMERSON ELEC CO | $28.65万 | 0.04% | 2,187 | 22 | 1.0% | $2,882 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $28.70万 | 0.04% | 6,118 | 73 | 1.2% | $3,425 | 加仓 |
| ULS | UL SOLUTIONS INC | $28.74万 | 0.04% | 3,353 | -425 | -11.2% | -$3.64万 | 减仓 |
| ES | EVERSOURCE ENERGY | $28.79万 | 0.04% | 4,155 | -1,288 | -23.7% | -$8.92万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $29.28万 | 0.04% | 10,198 | -187 | -1.8% | -$5,369 | 减仓 |
| INTC | INTEL CORP | $29.49万 | 0.04% | 6,682 | -825 | -11.0% | -$3.64万 | 减仓 |
| IVE | ISHARES TR | $29.54万 | 0.04% | 1,399 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $29.67万 | 0.04% | 1,256 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $30.00万 | 0.04% | 2,207 | 2,207 | — | $30.00万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $30.62万 | 0.05% | 3,112 | -653 | -17.3% | -$6.43万 | 减仓 |
| ETN | EATON CORP PLC | $31.05万 | 0.05% | 868 | -59 | -6.4% | -$2.11万 | 减仓 |
| EXC | EXELON CORP | $31.66万 | 0.05% | 6,459 | 111 | 1.7% | $5,442 | 加仓 |
| ROL | ROLLINS INC | $31.70万 | 0.05% | 5,936 | -799 | -11.9% | -$4.27万 | 减仓 |
| SBUX | STARBUCKS CORP | $31.80万 | 0.05% | 3,549 | -579 | -14.0% | -$5.19万 | 减仓 |
| QCOM | QUALCOMM INC | $31.86万 | 0.05% | 2,474 | -179 | -6.7% | -$2.31万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $32.24万 | 0.05% | 3,430 | 621 | 22.1% | $5.84万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $32.70万 | 0.05% | 1,505 | -5 | -0.3% | -$1,086 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $32.82万 | 0.05% | 1,091 | -479 | -30.5% | -$14.41万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.94万 | 0.05% | 975 | 226 | 30.2% | $7.63万 | 加仓 |
| GEV | GE VERNOVA INC | $33.00万 | 0.05% | 378 | 378 | — | $33.00万 | 新建仓 |
| ALLE | ALLEGION PLC | $33.21万 | 0.05% | 2,286 | -272 | -10.6% | -$3.95万 | 减仓 |
| GSK | GSK PLC | $33.29万 | 0.05% | 6,031 | -412 | -6.4% | -$2.27万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $33.45万 | 0.05% | 3,258 | -380 | -10.4% | -$3.90万 | 减仓 |
| PPL | PPL CORP | $33.53万 | 0.05% | 8,779 | 14 | 0.2% | $535 | 加仓 |