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Foster Victor Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Foster Victor Wealth Advisors, LLC
报告期 2026-03-31 · CIK 0001769063
持仓数
243
前50大市值合计
$1.14B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
21Q2
22Q2 调仓
2021-06-30 → 2022-06-30 · 共 150 项
建仓 23
增持 86
减持 12
清仓 29
方向
标的
Δ市值
现股数(环比)
清仓
PYPL
PAYPAL HLDGS INC
-$13.0M
0
-100%
建仓
CGNX
COGNEX CORP
+$11.7M
265,858
建仓
SCHP
SCHWAB STRATEGIC TR
+$8.8M
157,479
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
QCOM
QUALCOMM INC
+$8.2M
64,732
增持
VTV
VANGUARD INDEX FDS
+$7.9M
156,063
+69%
增持
SCHX
SCHWAB STRATEGIC TR
-$7.0M
1,082,783
+101%
建仓
HAL
HALLIBURTON CO
+$5.3M
185,002
清仓
TLT
ISHARES TR
-$5.2M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$4.8M
71,932
+47%
建仓
FCX
FREEPORT-MCMORAN INC
+$4.6M
169,207
清仓
NTES
NETEASE INC
-$4.6M
0
-100%
增持
AMGN
AMGEN INC
+$4.4M
48,343
+58%
增持
O
REALTY INCOME CORP
+$4.3M
174,171
+48%
清仓
SCHA
SCHWAB STRATEGIC TR
-$4.0M
0
-100%
清仓
PXF
INVESCO EXCH TRADED FD TR II
-$4.0M
0
-100%
清仓
RWO
SPDR INDEX SHS FDS
-$3.9M
0
-100%
增持
GPC
GENUINE PARTS CO
+$3.8M
88,744
+37%
清仓
SCHV
SCHWAB STRATEGIC TR
-$3.6M
0
-100%
增持
CI
CIGNA CORP NEW
+$3.5M
26,287
+72%
增持
VO
VANGUARD INDEX FDS
-$3.5M
106,689
+2%
增持
KDP
KEURIG DR PEPPER INC
+$3.5M
317,221
+41%
清仓
—
CITRIX SYS INC
-$3.4M
0
-100%
增持
WMT
WALMART INC
+$3.4M
64,293
+94%
清仓
DBEU
DBX ETF TR
-$3.3M
0
-100%
增持
EA
ELECTRONIC ARTS INC
+$3.2M
58,477
+104%
增持
TFC
TRUIST FINL CORP
+$3.1M
155,536
+100%
清仓
SCHM
SCHWAB STRATEGIC TR
-$3.1M
0
-100%
增持
NDAQ
NASDAQ INC
+$3.1M
50,461
+83%
增持
MAS
MASCO CORP
+$3.0M
128,507
+105%
增持
BSX
BOSTON SCIENTIFIC CORP
+$3.0M
203,206
+88%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$3.0M
125,499
+107%
增持
—
GARMIN LTD
+$2.9M
75,445
+133%
增持
LPLA
LPL FINL HLDGS INC
+$2.7M
35,668
+34%
清仓
KMB
KIMBERLY-CLARK CORP
-$2.6M
0
-100%
增持
NVS
NOVARTIS AG
+$2.6M
96,805
+60%
增持
—
STERIS PLC
+$2.6M
28,990
+69%
增持
CMCSA
COMCAST CORP NEW
+$2.5M
161,451
+137%
增持
AEP
AMERICAN ELEC PWR CO INC
+$2.4M
73,099
+38%
增持
—
GSK PLC
+$2.3M
117,411
+71%
增持
—
LAM RESEARCH CORP
-$2.3M
27,231
+37%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$2.3M
78,124
+31%
减持
VLO
VALERO ENERGY CORP
+$2.2M
98,445
-2%
增持
AVGO
BROADCOM INC
+$2.1M
21,225
+24%
增持
PFE
PFIZER INC
+$2.1M
113,164
+14%
增持
ILMN
ILLUMINA INC
-$2.1M
57,719
+105%
增持
MUB
ISHARES TR
+$2.0M
103,100
+34%
增持
—
TE CONNECTIVITY LTD
+$2.0M
76,530
+56%
建仓
GXO
GXO LOGISTICS INCORPORATED
+$2.0M
47,516
增持
META
META PLATFORMS INC
-$1.9M
70,351
+76%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$1.9M
30,362
+32%
增持
CSCO
CISCO SYS INC
+$1.9M
188,181
+62%
增持
BSV
VANGUARD BD INDEX FDS
+$1.9M
100,464
+41%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.7M
125,816
-18%
增持
D
DOMINION ENERGY INC
+$1.6M
55,084
+45%
增持
GIS
GENERAL MLS INC
+$1.6M
50,756
+36%
增持
PEP
PEPSICO INC
+$1.6M
25,526
+37%
增持
SO
SOUTHERN CO
+$1.6M
54,116
+41%
增持
PG
PROCTER AND GAMBLE CO
+$1.5M
29,211
+43%
增持
IJR
ISHARES TR
-$1.4M
120,834
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.4M
72,590
+71%
增持
MSFT
MICROSOFT CORP
+$1.3M
41,603
+15%
增持
AAPL
APPLE INC
+$1.3M
21,233
+66%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$1.3M
122,980
-5%
增持
AMZN
AMAZON COM INC
+$1.3M
119,114
+3217%
增持
—
NXP SEMICONDUCTORS N V
-$1.2M
51,347
+21%
增持
PPL
PPL CORP
+$1.1M
121,477
+55%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.1M
19,242
+61%
增持
—
INTERPUBLIC GROUP COS INC
+$1.1M
115,982
+79%
增持
ENB
ENBRIDGE INC
+$1.1M
99,509
+31%
增持
MDLZ
MONDELEZ INTL INC
+$1.0M
54,861
+42%
增持
MET
METLIFE INC
+$1.0M
54,118
+38%
清仓
SHOP
SHOPIFY INC
-$950.0K
0
-100%
增持
CSGP
COSTAR GROUP INC
+$937.0K
96,983
+58%
清仓
NVDA
NVIDIA CORPORATION
-$933.0K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$869.0K
35,962
+40%
清仓
SQ
SQUARE INC
-$842.0K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
-$829.0K
88,784
+0%
增持
ABT
ABBOTT LABS
+$777.0K
9,204
+378%
增持
PAYC
PAYCOM SOFTWARE INC
+$761.0K
3,365
+321%
增持
BKNG
BOOKING HOLDINGS INC
-$759.0K
5,981
+17%
建仓
HUBB
HUBBELL INC
+$747.0K
4,080
增持
OSK
OSHKOSH CORP
+$721.0K
26,224
+136%
增持
MA
MASTERCARD INCORPORATED
+$718.0K
38,860
+21%
增持
TSLA
TESLA INC
+$676.0K
1,554
+161%
增持
—
BLACKROCK INC
-$650.0K
12,119
+31%
增持
EMR
EMERSON ELEC CO
+$624.0K
44,750
+46%
清仓
TTD
THE TRADE DESK INC
-$617.0K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
-$578.0K
44,370
+100%
增持
GOOGL
ALPHABET INC
-$570.0K
5,477
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$560.0K
3,345
+157%
增持
XPO
XPO LOGISTICS INC
-$559.0K
46,840
+137%
增持
CRM
SALESFORCE INC
-$543.0K
42,671
+32%
减持
VOE
VANGUARD INDEX FDS
-$494.0K
4,537
-41%
建仓
UNH
UNITEDHEALTH GROUP INC
+$435.0K
845
减持
MDYG
SPDR SER TR
-$434.0K
15,454
-14%
清仓
MELI
MERCADOLIBRE INC
-$428.0K
0
-100%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$421.0K
18,774
-11%
减持
FNDA
SCHWAB STRATEGIC TR
-$415.0K
6,102
-52%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$388.0K
16,477
清仓
MDB
MONGODB INC
-$353.0K
0
-100%
建仓
AGG
ISHARES TR
+$340.0K
3,334
清仓
WPM
WHEATON PRECIOUS METALS CORP
-$316.0K
0
-100%
清仓
DOCU
DOCUSIGN INC
-$308.0K
0
-100%
增持
EFAV
ISHARES TR
-$301.0K
164,669
+16%
建仓
CVS
CVS HEALTH CORP
+$301.0K
3,230
建仓
SFST
SOUTHERN FIRST BANCSHARES
+$294.0K
6,696
清仓
VWOB
VANGUARD WHITEHALL FDS
-$293.0K
0
-100%
建仓
IEFA
ISHARES TR
+$286.0K
4,944
减持
SLYG
SPDR SER TR
-$274.0K
12,169
-5%
建仓
IEMG
ISHARES INC
+$271.0K
5,653
增持
VUG
VANGUARD INDEX FDS
+$268.0K
5,148
+61%
清仓
FNDE
SCHWAB STRATEGIC TR
-$268.0K
0
-100%
建仓
MCD
MCDONALDS CORP
+$248.0K
985
减持
IQLT
ISHARES TR
-$248.0K
12,190
-24%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$247.0K
14,175
-26%
减持
FNDF
SCHWAB STRATEGIC TR
-$243.0K
10,468
-34%
减持
SCZ
ISHARES TR
-$242.0K
3,819
-36%
增持
NEAR
ISHARES U S ETF TR
+$242.0K
42,417
+15%
建仓
SGRY
SURGERY PARTNERS INC
+$239.0K
8,100
清仓
PRU
PRUDENTIAL FINL INC
-$238.0K
0
-100%
清仓
USMV
ISHARES TR
-$235.0K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$233.0K
473
增持
QQQ
INVESCO QQQ TR
+$226.0K
2,575
+76%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$226.0K
0
-100%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$225.0K
2,392
清仓
SOXX
ISHARES TR
-$225.0K
0
-100%
清仓
V
VISA INC
-$212.0K
0
-100%
清仓
SCHC
SCHWAB STRATEGIC TR
-$208.0K
0
-100%
清仓
FNDC
SCHWAB STRATEGIC TR
-$206.0K
0
-100%
建仓
ORCL
ORACLE CORP
+$205.0K
2,867
清仓
SE
SEA LTD
-$203.0K
0
-100%
建仓
IJH
ISHARES TR
+$203.0K
892
增持
HD
HOME DEPOT INC
+$200.0K
2,958
+48%
增持
SON
SONOCO PRODS CO
-$191.0K
21,492
+0%
建仓
UMC
UNITED MICROELECTRONICS CORP
+$189.0K
29,768
增持
SCHE
SCHWAB STRATEGIC TR
+$185.0K
17,994
+125%
增持
VTEB
VANGUARD MUN BD FDS
+$181.0K
10,131
+71%
增持
FNDX
SCHWAB STRATEGIC TR
+$175.0K
21,344
+28%
建仓
SBSW
SIBANYE STILLWATER LTD
+$158.0K
15,693
建仓
LYG
LLOYDS BANKING GROUP PLC
+$156.0K
78,945
增持
IVV
ISHARES TR
+$155.0K
1,206
+68%
增持
BAC
BK OF AMERICA CORP
+$143.0K
16,816
+83%
增持
DUK
DUKE ENERGY CORP NEW
+$119.0K
3,602
+33%
增持
JPM
JPMORGAN CHASE & CO
-$115.0K
6,246
+19%
增持
AGNC
AGNC INVT CORP
-$105.0K
28,720
+13%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$105.0K
19,141
+49%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$102.0K
594
+31%
增持
EFA
ISHARES TR
+$99.0K
6,385
+72%
增持
SCHH
SCHWAB STRATEGIC TR
-$94.0K
13,337
+61%
增持
AMT
AMERICAN TOWER CORP NEW
-$89.0K
49,677
+4%
