Thrive Wealth Management, LLC 13F 持仓 · 2026年Q2
Thrive Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 254 只证券，申报市值合计 7.87 亿美元。前几大持仓：VTV（24.06%）、SCHG（23.35%）、SPY（3.79%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $189.4M | 24.06% | 869,143 | 增持 |
| 2 | SCHG | SCHWAB STRATEGIC TR | $183.8M | 23.35% | 5.4M | 增持 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $29.8M | 3.79% | 39,964 | 增持 |
| 4 | INTF | ISHARES TR | $20.9M | 2.65% | 509,257 | 增持 |
| 5 | AAPL | APPLE INC | $18.9M | 2.41% | 65,474 | 增持 |
| 6 | VUG | VANGUARD INDEX FDS | $16.7M | 2.12% | 193,880 | 增持 |
| 7 | MDY | STATE STR SPDR S&P MIDCAP 40 | $12.7M | 1.61% | 18,001 | 增持 |
| 8 | VOO | VANGUARD INDEX FDS | $11.4M | 1.45% | 16,561 | 增持 |
| 9 | SCHF | SCHWAB STRATEGIC TR | $10.6M | 1.35% | 384,011 | 增持 |
| 10 | VB | VANGUARD INDEX FDS | $10.4M | 1.33% | 34,451 | 增持 |
| 11 | VONE | VANGUARD SCOTTSDALE FDS | $10.4M | 1.32% | 30,625 | 减持 |
| 12 | SCHV | SCHWAB STRATEGIC TR | $10.2M | 1.30% | 294,454 | 增持 |
| 13 | GOOG | ALPHABET INC | $9.2M | 1.17% | 25,991 | 减持 |
| 14 | NVDA | NVIDIA CORPORATION | $9.2M | 1.17% | 46,142 | 增持 |
| 15 | VTI | VANGUARD INDEX FDS | $7.5M | 0.95% | 20,266 | 增持 |
| 16 | MSFT | MICROSOFT CORP | $7.4M | 0.94% | 19,809 | 增持 |
| 17 | SEIC | SEI INVTS CO | $6.5M | 0.82% | 73,935 | 减持 |
| 18 | AMZN | AMAZON COM INC | $6.2M | 0.79% | 26,122 | 增持 |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $6.2M | 0.79% | 104,475 | 减持 |
| 20 | SCHX | SCHWAB STRATEGIC TR | $6.1M | 0.77% | 206,410 | 减持 |
| 21 | JNJ | JOHNSON & JOHNSON | $5.7M | 0.73% | 22,510 | 减持 |
| 22 | MUB | ISHARES TR | $5.2M | 0.66% | 47,970 | 增持 |
| 23 | GOOGL | ALPHABET INC | $5.1M | 0.65% | 14,216 | 增持 |
| 24 | IVV | ISHARES TR | $5.0M | 0.63% | 6,630 | 增持 |
| 25 | EFA | ISHARES TR | $4.6M | 0.59% | 44,506 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR