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 |
|---|---|---|---|---|---|---|---|---|
| BBMC | J P MORGAN EXCHANGE TRADED F | $29.00万 | 0.04% | 2,281 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $28.74万 | 0.04% | 1,888 | 3 | 0.2% | $457 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $28.54万 | 0.04% | 374 | 374 | — | $28.54万 | 新建仓 |
| BEAM | BEAM THERAPEUTICS INC | $28.06万 | 0.04% | 8,177 | -311 | -3.7% | -$1.07万 | 重新持有 |
| WSO | WATSCO INC | $28.05万 | 0.04% | 673 | -3 | -0.4% | -$1,250 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $27.35万 | 0.03% | 2,534 | -317 | -11.1% | -$3.42万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $26.99万 | 0.03% | 6,468 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $26.91万 | 0.03% | 6,000 | 6,000 | — | $26.91万 | 新建仓 |
| LOW | LOWES COS INC | $26.68万 | 0.03% | 1,210 | -46 | -3.7% | -$1.01万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $26.51万 | 0.03% | 7,212 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $26.33万 | 0.03% | 3,643 | -512 | -12.3% | -$3.70万 | 减仓 |
| COHR | COHERENT CORP | $26.27万 | 0.03% | 666 | 666 | — | $26.27万 | 新建仓 |
| RIO | RIO TINTO PLC | $26.27万 | 0.03% | 2,767 | -2 | -0.1% | -$190 | 减仓 |
| BIL | SPDR SERIES TRUST | $26.26万 | 0.03% | 2,866 | -695 | -19.5% | -$6.37万 | 重新持有 |
| CVS | CVS HEALTH CORP | $26.14万 | 0.03% | 2,527 | -146 | -5.5% | -$1.51万 | 重新持有 |
| CB | CHUBB LIMITED | $26.04万 | 0.03% | 764 | -30 | -3.8% | -$1.02万 | 减仓 |
| EBAY | EBAY INC. | $25.98万 | 0.03% | 2,324 | -51 | -2.1% | -$5,700 | 减仓 |
| BLK | BLACKROCK INC | $25.01万 | 0.03% | 260 | -12 | -4.4% | -$1.15万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $24.65万 | 0.03% | 386 | 386 | — | $24.65万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $24.35万 | 0.03% | 737 | -19 | -2.5% | -$6,276 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $24.29万 | 0.03% | 1,085 | 37 | 3.5% | $8,285 | 加仓 |
| INTA | INTAPP INC | $24.28万 | 0.03% | 9,632 | 9,632 | — | $24.28万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $24.09万 | 0.03% | 1,050 | 1,050 | — | $24.09万 | 新建仓 |
| BLLN | BILLIONTOONE INC | $24.00万 | 0.03% | 2,000 | 2,000 | — | $24.00万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $23.84万 | 0.03% | 2,627 | -631 | -19.4% | -$5.73万 | 减仓 |
| AMDL | GRANITESHARES ETF TR | $23.80万 | 0.03% | 2,876 | 2,876 | — | $23.80万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $23.57万 | 0.03% | 241 | -4 | -1.6% | -$3,912 | 减仓 |
| FIX | COMFORT SYS USA INC | $23.39万 | 0.03% | 118 | 118 | — | $23.39万 | 新建仓 |
| SMPL | SIMPLY GOOD FOODS CO | $23.38万 | 0.03% | 17,603 | 17,603 | — | $23.38万 | 新建仓 |
| TER | TERADYNE INC | $22.66万 | 0.03% | 468 | 468 | — | $22.66万 | 新建仓 |
| COR | CENCORA INC | $22.63万 | 0.03% | 800 | -20 | -2.4% | -$5,658 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $22.33万 | 0.03% | 2,467 | -309 | -11.1% | -$2.80万 | 重新持有 |
| CMCSA | COMCAST CORP NEW | $22.22万 | 0.03% | 9,049 | -1,149 | -11.3% | -$2.82万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $22.05万 | 0.03% | 7,500 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $22.04万 | 0.03% | 1,018 | 38 | 3.9% | $8,226 | 重新持有 |
| CME | CME GROUP INC | $22.00万 | 0.03% | 996 | -544 | -35.3% | -$12.01万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $21.75万 | 0.03% | 1,638 | 1,638 | — | $21.75万 | 新建仓 |
| CI | THE CIGNA GROUP | $21.69万 | 0.03% | 787 | 31 | 4.1% | $8,544 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $21.48万 | 0.03% | 2,565 | 2,565 | — | $21.48万 | 新建仓 |
| MMM | 3M CO | $21.48万 | 0.03% | 1,327 | -14 | -1.0% | -$2,266 | 重新持有 |
| PSA | PUBLIC STORAGE | $21.42万 | 0.03% | 673 | 673 | — | $21.42万 | 新建仓 |
| APP | APPLOVIN CORP | $21.38万 | 0.03% | 415 | 7 | 1.7% | $3,607 | 重新持有 |
| AFL | AFLAC INC | $21.16万 | 0.03% | 1,804 | 1,804 | — | $21.16万 | 新建仓 |
| EFX | EQUIFAX INC | $20.87万 | 0.03% | 1,315 | -582 | -30.7% | -$9.24万 | 减仓 |
| RKLB | ROCKET LAB CORP | $20.82万 | 0.03% | 2,048 | 2,048 | — | $20.82万 | 新建仓 |
| IJT | ISHARES TR | $20.49万 | 0.03% | 1,147 | 1,147 | — | $20.49万 | 新建仓 |
| ROL | ROLLINS INC | $20.46万 | 0.03% | 4,901 | -1,035 | -17.4% | -$4.32万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $20.35万 | 0.03% | 1,392 | -149 | -9.7% | -$2.18万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $20.26万 | 0.03% | 3,750 | 3,750 | — | $20.26万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $20.20万 | 0.03% | 2,799 | -68 | -2.4% | -$4,907 | 减仓 |
| PWR | QUANTA SVCS INC | $20.09万 | 0.03% | 279 | 279 | — | $20.09万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $20.03万 | 0.03% | 2,297 | -183 | -7.4% | -$1.60万 | 减仓 |
| — | AUREUS GREENWAY HLDGS INC | $11.97万 | 0.02% | 30,000 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC 看涨期权 | $10.92万 | 0.01% | 1,100 | 1,100 | — | $10.92万 | 新建仓 |
| EDIT | EDITAS MEDICINE INC | $10.85万 | 0.01% | 33,500 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $10.71万 | 0.01% | 13,000 | -24 | -0.2% | -$198 | 减仓 |
| NOW | SERVICENOW INC | $9.29万 | 0.01% | 936 | -838 | -47.2% | -$8.32万 | 重新持有 |
| — | CARIBOU BIOSCIENCES INC | $5.63万 | 0.01% | 32,000 | 0 | 0.0% | — | 不变 |
| OABI | OMNIAB INC | $4.44万 | 0.01% | 18,046 | 765 | 4.4% | $1,882 | 加仓 |
| ONDS | ONDAS INC 看涨期权 | $1.65万 | 0.00% | 2,000 | 2,000 | — | $1.65万 | 新建仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,031 | -100.0% | -$44.59万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -3,611 | -100.0% | -$42.68万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,826 | -100.0% | -$41.28万 | 清仓 |
| VIRT | VIRTU FINL INC | $0 | 0.00% | 0 | -9,253 | -100.0% | -$40.69万 | 清仓 |
| BOND | PIMCO ETF TR | $0 | 0.00% | 0 | -4,121 | -100.0% | -$38.03万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -903 | -100.0% | -$26.98万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -4,228 | -100.0% | -$22.89万 | 清仓 |
| BCAX | BICARA THERAPEUTICS INC | $0 | 0.00% | 0 | -10,344 | -100.0% | -$20.57万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -2,275 | -100.0% | -$20.56万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,474 | -100.0% | -$20.55万 | 清仓 |
| BBAI | BIGBEAR AI HLDGS INC | $0 | 0.00% | 0 | -11,589 | -100.0% | -$4.08万 | 清仓 |