小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 141 项
建仓 11
增持 88
减持 36
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
—
GSK PLC
-$5.1M
0
-100%
增持
EMR
EMERSON ELEC CO
+$4.1M
96,463
+116%
建仓
GSK
GSK PLC
+$3.8M
126,541
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。
清仓
VZ
VERIZON COMMUNICATIONS INC
-$3.7M
0
-100%
增持
VLO
VALERO ENERGY CORP
+$3.4M
112,451
+14%
建仓
CMI
CUMMINS INC
+$2.5M
11,439
增持
FCX
FREEPORT-MCMORAN INC
+$2.4M
236,819
+40%
增持
AMT
AMERICAN TOWER CORP NEW
-$2.3M
51,877
+4%
清仓
OSK
OSHKOSH CORP
-$2.1M
0
-100%
增持
ILMN
ILLUMINA INC
+$1.9M
61,787
+7%
减持
LPLA
LPL FINL HLDGS INC
+$1.8M
32,845
-8%
增持
HAL
HALLIBURTON CO
+$1.6M
229,419
+24%
增持
LOW
LOWES COS INC
+$1.3M
54,103
+2%
增持
AVGO
BROADCOM INC
+$1.2M
23,848
+12%
增持
KDP
KEURIG DR PEPPER INC
+$1.1M
338,031
+7%
增持
AMZN
AMAZON COM INC
+$1.1M
122,625
+3%
增持
SCHX
SCHWAB STRATEGIC TR
-$1.1M
1,083,722
+0%
增持
O
REALTY INCOME CORP
-$1.1M
187,619
+8%
减持
GPC
GENUINE PARTS CO
+$1.1M
83,505
-6%
增持
—
NXP SEMICONDUCTORS N V
+$1.1M
53,857
+5%
增持
—
TE CONNECTIVITY LTD
+$1.1M
82,121
+7%
增持
VNQ
VANGUARD INDEX FDS
-$1.1M
90,032
+1%
建仓
HLN
HALEON PLC
+$962.0K
153,118
增持
CGNX
COGNEX CORP
+$957.0K
283,351
+7%
增持
CMCSA
COMCAST CORP NEW
-$912.0K
183,655
+14%
增持
WMT
WALMART INC
+$890.0K
67,853
+6%
增持
NDAQ
NASDAQ INC
+$872.0K
147,599
+193%
增持
—
LAM RESEARCH CORP
+$804.0K
28,848
+6%
增持
GOOGL
ALPHABET INC
-$770.0K
116,155
+2021%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$705.0K
117,408
-5%
减持
SCHO
SCHWAB STRATEGIC TR
-$670.0K
114,456
-9%
增持
CI
CIGNA CORP NEW
+$645.0K
26,515
+1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$613.0K
203,334
+0%
增持
PFE
PFIZER INC
-$612.0K
124,329
+10%
减持
VTV
VANGUARD INDEX FDS
-$587.0K
155,607
-0%
增持
EFAV
ISHARES TR
-$581.0K
169,923
+3%
增持
SCHP
SCHWAB STRATEGIC TR
-$540.0K
158,479
+1%
建仓
LMT
LOCKHEED MARTIN CORP
+$532.0K
1,331
减持
BSV
VANGUARD BD INDEX FDS
-$517.0K
96,300
-4%
增持
BKNG
BOOKING HOLDINGS INC
+$489.0K
6,411
+7%
增持
CSCO
CISCO SYS INC
+$486.0K
205,188
+9%
增持
META
META PLATFORMS INC
-$483.0K
82,406
+17%
增持
D
DOMINION ENERGY INC
-$467.0K
59,747
+8%
增持
AEP
AMERICAN ELEC PWR CO INC
-$449.0K
76,687
+5%
建仓
SHW
SHERWIN WILLIAMS CO
+$443.0K
2,045
增持
EA
ELECTRONIC ARTS INC
+$442.0K
62,378
+7%
增持
—
STERIS PLC
-$408.0K
32,945
+14%
增持
MET
METLIFE INC
+$400.0K
58,121
+7%
建仓
SHY
ISHARES TR
+$361.0K
4,454
清仓
AGG
ISHARES TR
-$340.0K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$326.0K
106,229
-0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$318.0K
40,016
+32%
增持
MA
MASTERCARD INCORPORATED
-$312.0K
40,537
+4%
建仓
FLR
FLUOR CORP NEW
+$306.0K
10,578
增持
GXO
GXO LOGISTICS INCORPORATED
+$300.0K
62,805
+32%
增持
XPO
XPO LOGISTICS INC
+$297.0K
49,927
+7%
增持
—
GARMIN LTD
-$291.0K
88,515
+17%
建仓
ABBV
ABBVIE INC
+$290.0K
2,066
减持
ORLY
OREILLY AUTOMOTIVE INC
-$284.0K
16,473
-12%
增持
QCOM
QUALCOMM INC
+$282.0K
67,907
+5%
增持
MSFT
MICROSOFT CORP
-$274.0K
43,767
+5%
增持
CRM
SALESFORCE INC
-$254.0K
45,782
+7%
清仓
MCD
MCDONALDS CORP
-$248.0K
0
-100%
增持
—
INTERPUBLIC GROUP COS INC
+$246.0K
126,848
+9%
减持
BJ
BJS WHSL CLUB HLDGS INC
-$246.0K
68,036
-13%
减持
CSGP
COSTAR GROUP INC
+$239.0K
83,222
-14%
增持
PG
PROCTER AND GAMBLE CO
-$236.0K
31,860
+9%
建仓
EOG
EOG RES INC
+$231.0K
1,808
增持
—
BLACKROCK INC
-$225.0K
12,640
+4%
建仓
HDB
HDFC BANK LTD
+$223.0K
3,748
建仓
NSC
NORFOLK SOUTHN CORP
+$221.0K
1,009
减持
HUBB
HUBBELL INC
+$211.0K
4,076
-0%
清仓
SCZ
ISHARES TR
-$204.0K
0
-100%
减持
GIS
GENERAL MLS INC
-$198.0K
48,961
-4%
减持
NEAR
ISHARES U S ETF TR
-$191.0K
38,590
-9%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$187.0K
149,699
+19%
增持
SO
SOUTHERN CO
-$185.0K
56,029
+4%
增持
MAS
MASCO CORP
+$182.0K
136,753
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$169.0K
3,948
+18%
增持
ENB
ENBRIDGE INC
-$161.0K
106,131
+7%
减持
EFA
ISHARES TR
-$146.0K
4,265
-33%
增持
TSLA
TESLA INC
+$144.0K
5,142
+231%
增持
DUK
DUKE ENERGY CORP NEW
+$132.0K
5,716
+59%
增持
TFC
TRUIST FINL CORP
+$106.0K
167,482
+8%
增持
MDLZ
MONDELEZ INTL INC
-$103.0K
59,288
+8%
增持
PM
PHILIP MORRIS INTL INC
-$100.0K
38,800
+8%
增持
AGNC
AGNC INVT CORP
-$84.0K
29,483
+3%
增持
AMGN
AMGEN INC
+$80.0K
51,683
+7%
减持
SCHG
SCHWAB STRATEGIC TR
-$72.0K
44,253
-0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$72.0K
3,519
+47%
减持
HD
HOME DEPOT INC
-$72.0K
2,642
-11%
增持
IJH
ISHARES TR
+$66.0K
1,160
+30%
增持
DIS
DISNEY WALT CO
+$62.0K
2,787
+23%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$60.0K
18,797
-2%
增持
IJR
ISHARES TR
+$60.0K
122,261
+1%
增持
NVS
NOVARTIS AG
-$59.0K
105,813
+9%
减持
SCHE
SCHWAB STRATEGIC TR
-$59.0K
16,703
-7%
减持
ABT
ABBOTT LABS
-$59.0K
9,182
-0%
增持
JPM
JPMORGAN CHASE & CO
+$49.0K
6,920
+11%
增持
AVXL
ANAVEX LIFE SCIENCES CORP
+$47.0K
26,347
+28%
减持
SUB
ISHARES TR
-$47.0K
4,347
-8%
增持
COST
COSTCO WHSL CORP NEW
+$43.0K
573
+21%
增持
SBSW
SIBANYE STILLWATER LTD
+$43.0K
19,800
+26%
增持
UMC
UNITED MICROELECTRONICS CORP
+$39.0K
37,244
+25%
减持
SLYG
SPDR SER TR
-$37.0K
11,542
-5%
减持
VOE
VANGUARD INDEX FDS
-$37.0K
4,365
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$36.0K
2,000
-1%
减持
—
EXXON MOBIL CORP
-$36.0K
2,909
-27%
增持
KO
COCA COLA CO
-$35.0K
6,443
+5%
增持
IVV
ISHARES TR
+$34.0K
1,333
+11%
增持
GOOG
ALPHABET INC
-$34.0K
6,832
+2048%
增持
UPS
UNITED PARCEL SERVICE INC
+$33.0K
21,717
+13%
增持
ET
ENERGY TRANSFER L P
+$32.0K
16,009
+0%
增持
PPL
PPL CORP
+$31.0K
130,385
+7%
减持
QQQ
INVESCO QQQ TR
-$31.0K
2,548
-1%
减持
SON
SONOCO PRODS CO
+$30.0K
21,446
-0%
增持
LYG
LLOYDS BANKING GROUP PLC
+$30.0K
97,785
+24%
增持
SCHH
SCHWAB STRATEGIC TR
-$29.0K
13,922
+4%
减持
IEFA
ISHARES TR
-$26.0K
4,792
-3%
增持
AAME
ATLANTIC AMERN CORP
+$26.0K
44,000
+17%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$23.0K
569
-4%
增持
BAC
BK OF AMERICA CORP
+$23.0K
17,299
+3%
减持
FNDX
SCHWAB STRATEGIC TR
-$21.0K
21,325
-0%
减持
VTEB
VANGUARD MUN BD FDS
-$21.0K
10,045
-1%
增持
PEP
PEPSICO INC
+$19.0K
26,883
+5%
减持
IEMG
ISHARES INC
-$19.0K
5,617
-1%
增持
ORCL
ORACLE CORP
+$15.0K
3,367
+17%
增持
JNJ
JOHNSON & JOHNSON
+$14.0K
79,296
+10%
减持
MDYG
SPDR SER TR
-$13.0K
14,624
-5%
增持
MUB
ISHARES TR
-$13.0K
106,625
+3%
增持
FNDF
SCHWAB STRATEGIC TR
-$12.0K
10,588
+1%
增持
VUG
VANGUARD INDEX FDS
-$10.0K
5,237
+2%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$9.0K
13,851
-2%
增持
SPY
SPDR S&P 500 ETF TR
-$8.0K
1,156
+1%
减持
CVS
CVS HEALTH CORP
+$7.0K
3,126
-3%
增持
SFST
SOUTHERN FIRST BANCSHARES
+$3.0K
6,936
+4%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.0K
6,870
+3%
增持
FNDA
SCHWAB STRATEGIC TR
+$2.0K
6,195
+2%
增持
DFAC
DIMENSIONAL ETF TRUST
-$1.0K
16,541
+0%
减持
AAPL
APPLE INC
+$0
20,871
-2%
减持
UNH
UNITEDHEALTH GROUP INC
+$0
837
-1%
