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 |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | $65.34万 | 0.10% | 7,439 | -179 | -2.3% | -$1.57万 | 减仓 |
| AGG | ISHARES TR | $64.73万 | 0.10% | 6,521 | -2,397 | -26.9% | -$23.80万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $62.52万 | 0.09% | 7,369 | 7,369 | — | $62.52万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $62.32万 | 0.09% | 1,823 | 99 | 5.7% | $3.38万 | 加仓 |
| FTNT | FORTINET INC | $61.79万 | 0.09% | 7,561 | 72 | 1.0% | $5,884 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $60.39万 | 0.09% | 1,997 | -32 | -1.6% | -$9,677 | 减仓 |
| PEP | PEPSICO INC | $60.24万 | 0.09% | 3,879 | -568 | -12.8% | -$8.82万 | 减仓 |
| BAC | BANK AMERICA CORP | $59.28万 | 0.09% | 12,160 | 282 | 2.4% | $1.37万 | 加仓 |
| XYL | XYLEM INC | $58.89万 | 0.09% | 4,928 | -87 | -1.7% | -$1.04万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $58.23万 | 0.09% | 6,269 | 217 | 3.6% | $2.02万 | 加仓 |
| ETR | ENTERGY CORP NEW | $57.87万 | 0.09% | 5,150 | -1,225 | -19.2% | -$13.76万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $57.21万 | 0.09% | 4,136 | 1,670 | 67.7% | $23.10万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $57.01万 | 0.08% | 3,004 | -1,023 | -25.4% | -$19.41万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $56.55万 | 0.08% | 8,432 | -680 | -7.5% | -$4.56万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $56.48万 | 0.08% | 7,870 | -84 | -1.1% | -$6,028 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $56.02万 | 0.08% | 1,928 | 13 | 0.7% | $3,777 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $56.01万 | 0.08% | 662 | 29 | 4.6% | $2.45万 | 加仓 |
| SO | SOUTHERN CO | $53.90万 | 0.08% | 5,584 | -873 | -13.5% | -$8.43万 | 减仓 |
| EEM | ISHARES TR | $52.51万 | 0.08% | 9,246 | 319 | 3.6% | $1.81万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $51.18万 | 0.08% | 17,599 | -481 | -2.7% | -$1.40万 | 减仓 |
| CMI | CUMMINS INC | $50.74万 | 0.08% | 943 | -264 | -21.9% | -$14.20万 | 减仓 |
| IEFA | ISHARES TR | $50.47万 | 0.08% | 5,575 | 1,254 | 29.0% | $11.35万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $50.18万 | 0.07% | 4,335 | -1,013 | -18.9% | -$11.73万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $48.06万 | 0.07% | 2,362 | 637 | 36.9% | $12.96万 | 加仓 |
| VO | VANGUARD INDEX FDS | $47.81万 | 0.07% | 1,665 | 232 | 16.2% | $6.66万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $46.99万 | 0.07% | 7,489 | 102 | 1.4% | $6,401 | 加仓 |
| DVY | ISHARES TR | $46.35万 | 0.07% | 3,061 | 4 | 0.1% | $606 | 加仓 |
| CME | CME GROUP INC | $45.48万 | 0.07% | 1,540 | -427 | -21.7% | -$12.61万 | 减仓 |
| INTU | INTUIT | $44.59万 | 0.07% | 1,031 | -489 | -32.2% | -$21.15万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $44.43万 | 0.07% | 1,642 | -29 | -1.7% | -$7,847 | 减仓 |
| RBLX | ROBLOX CORP | $44.16万 | 0.07% | 7,808 | 340 | 4.6% | $1.92万 | 加仓 |
| ZTS | ZOETIS INC | $42.68万 | 0.06% | 3,611 | -241 | -6.3% | -$2.85万 | 减仓 |
| MS | MORGAN STANLEY | $42.55万 | 0.06% | 2,586 | 52 | 2.1% | $8,556 | 加仓 |
| IXUS | ISHARES TR | $42.43万 | 0.06% | 4,898 | 94 | 2.0% | $8,143 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $42.27万 | 0.06% | 2,437 | -373 | -13.3% | -$6.47万 | 减仓 |
| — | HONEYWELL INTL INC | $41.28万 | 0.06% | 1,826 | 53 | 3.0% | $1.20万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $40.79万 | 0.06% | 674 | -41 | -5.7% | -$2.48万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $40.71万 | 0.06% | 2,589 | -225 | -8.0% | -$3.54万 | 减仓 |
| VIRT | VIRTU FINL INC | $40.69万 | 0.06% | 9,253 | 9,253 | — | $40.69万 | 新建仓 |
| WRB | BERKLEY W R CORP | $40.10万 | 0.06% | 6,050 | -420 | -6.5% | -$2.78万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $39.80万 | 0.06% | 2,306 | -672 | -22.6% | -$11.60万 | 减仓 |
| GE | GE AEROSPACE | $39.76万 | 0.06% | 1,401 | 311 | 28.5% | $8.83万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $39.28万 | 0.06% | 1,407 | 11 | 0.8% | $3,071 | 加仓 |
| IGV | ISHARES TR | $39.14万 | 0.06% | 4,890 | 4,890 | — | $39.14万 | 新建仓 |
| DIS | DISNEY WALT CO | $38.50万 | 0.06% | 3,995 | 75 | 1.9% | $7,228 | 加仓 |
| MDT | MEDTRONIC PLC | $38.33万 | 0.06% | 4,424 | -1,145 | -20.6% | -$9.92万 | 减仓 |
| HEDJ | WISDOMTREE TR | $38.30万 | 0.06% | 7,323 | -61 | -0.8% | -$3,190 | 减仓 |
| BOND | PIMCO ETF TR | $38.03万 | 0.06% | 4,121 | 5 | 0.1% | $461 | 加仓 |
| GLD | SPDR GOLD TR | $37.65万 | 0.06% | 875 | 122 | 16.2% | $5.25万 | 加仓 |
| DE | DEERE & CO | $37.64万 | 0.06% | 668 | -4 | -0.6% | -$2,254 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $36.85万 | 0.05% | 8,219 | -875 | -9.6% | -$3.92万 | 减仓 |
| COP | CONOCOPHILLIPS | $35.87万 | 0.05% | 2,718 | 4 | 0.1% | $528 | 加仓 |
| NDSN | NORDSON CORP | $34.66万 | 0.05% | 1,303 | -126 | -8.8% | -$3.35万 | 减仓 |
| — | WELLS FARGO & CO | $34.53万 | 0.05% | 299 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $34.48万 | 0.05% | 4,682 | 1,809 | 63.0% | $13.32万 | 重新持有 |
| VBK | VANGUARD INDEX FDS | $34.29万 | 0.05% | 1,134 | -102 | -8.3% | -$3.08万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $34.29万 | 0.05% | 10,405 | 536 | 5.4% | $1.77万 | 加仓 |
| EFX | EQUIFAX INC | $34.16万 | 0.05% | 1,897 | -1,010 | -34.7% | -$18.19万 | 减仓 |
| DG | DOLLAR GEN CORP | $33.92万 | 0.05% | 2,857 | -565 | -16.5% | -$6.71万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $33.84万 | 0.05% | 21,310 | 1,818 | 9.3% | $2.89万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $33.78万 | 0.05% | 1,716 | 1,716 | — | $33.78万 | 新建仓 |
| PPL | PPL CORP | $33.53万 | 0.05% | 8,779 | 14 | 0.2% | $535 | 加仓 |
| ABT | ABBOTT LABORATORIES | $33.45万 | 0.05% | 3,258 | -380 | -10.4% | -$3.90万 | 减仓 |
| GSK | GSK PLC | $33.29万 | 0.05% | 6,031 | -412 | -6.4% | -$2.27万 | 减仓 |
| ALLE | ALLEGION PLC | $33.21万 | 0.05% | 2,286 | -272 | -10.6% | -$3.95万 | 减仓 |
| GEV | GE VERNOVA INC | $33.00万 | 0.05% | 378 | 378 | — | $33.00万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.94万 | 0.05% | 975 | 226 | 30.2% | $7.63万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $32.82万 | 0.05% | 1,091 | -479 | -30.5% | -$14.41万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $32.70万 | 0.05% | 1,505 | -5 | -0.3% | -$1,086 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $32.24万 | 0.05% | 3,430 | 621 | 22.1% | $5.84万 | 加仓 |
| QCOM | QUALCOMM INC | $31.86万 | 0.05% | 2,474 | -179 | -6.7% | -$2.31万 | 减仓 |
| SBUX | STARBUCKS CORP | $31.80万 | 0.05% | 3,549 | -579 | -14.0% | -$5.19万 | 减仓 |
| ROL | ROLLINS INC | $31.70万 | 0.05% | 5,936 | -799 | -11.9% | -$4.27万 | 减仓 |
| EXC | EXELON CORP | $31.66万 | 0.05% | 6,459 | 111 | 1.7% | $5,442 | 加仓 |
| ETN | EATON CORP PLC | $31.05万 | 0.05% | 868 | -59 | -6.4% | -$2.11万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $30.62万 | 0.05% | 3,112 | -653 | -17.3% | -$6.43万 | 减仓 |
| GLW | CORNING INC | $30.00万 | 0.04% | 2,207 | 2,207 | — | $30.00万 | 新建仓 |
| LOW | LOWES COS INC | $29.67万 | 0.04% | 1,256 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $29.54万 | 0.04% | 1,399 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $29.49万 | 0.04% | 6,682 | -825 | -11.0% | -$3.64万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $29.28万 | 0.04% | 10,198 | -187 | -1.8% | -$5,369 | 减仓 |
| ES | EVERSOURCE ENERGY | $28.79万 | 0.04% | 4,155 | -1,288 | -23.7% | -$8.92万 | 减仓 |
| ULS | UL SOLUTIONS INC | $28.74万 | 0.04% | 3,353 | -425 | -11.2% | -$3.64万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $28.70万 | 0.04% | 6,118 | 73 | 1.2% | $3,425 | 加仓 |
| EMR | EMERSON ELEC CO | $28.65万 | 0.04% | 2,187 | 22 | 1.0% | $2,882 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $27.85万 | 0.04% | 2,851 | -1,160 | -28.9% | -$11.33万 | 减仓 |
| MO | ALTRIA GROUP INC | $27.55万 | 0.04% | 4,176 | -327 | -7.3% | -$2.16万 | 减仓 |
| SDY | SPDR SERIES TRUST | $27.51万 | 0.04% | 1,885 | 3 | 0.2% | $438 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $27.43万 | 0.04% | 2,313 | 62 | 2.8% | $7,354 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $27.29万 | 0.04% | 7,212 | 15 | 0.2% | $568 | 加仓 |
| VV | VANGUARD INDEX FDS | $26.98万 | 0.04% | 903 | 1 | 0.1% | $299 | 加仓 |
| COIN | COINBASE GLOBAL INC | $26.91万 | 0.04% | 1,541 | 1,541 | — | $26.91万 | 新建仓 |
| SAIA | SAIA INC | $26.31万 | 0.04% | 749 | -69 | -8.4% | -$2.42万 | 减仓 |
| BLK | BLACKROCK INC | $26.18万 | 0.04% | 272 | -11 | -3.9% | -$1.06万 | 减仓 |
| CB | CHUBB LTD SWITZ | $25.89万 | 0.04% | 794 | 4 | 0.5% | $1,304 | 加仓 |
| RIO | RIO TINTO PLC | $25.83万 | 0.04% | 2,769 | -756 | -21.4% | -$7.05万 | 减仓 |
| COR | CENCORA INC | $25.76万 | 0.04% | 820 | -13 | -1.6% | -$4,084 | 减仓 |
| IWR | ISHARES TR | $25.60万 | 0.04% | 2,633 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $25.43万 | 0.04% | 6,272 | 6,272 | — | $25.43万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $25.07万 | 0.04% | 788 | 13 | 1.7% | $4,137 | 加仓 |