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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 30
增持 74
减持 35
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$23.4M
89,736
+3422%
增持
VTEB
VANGUARD MUN BD FDS
+$12.7M
263,334
+2522%
清仓
META
META PLATFORMS INC
-$11.5M
0
-100%
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。
减持
MUB
ISHARES TR
-$10.7M
3,454
-97%
减持
SCHP
SCHWAB STRATEGIC TR
-$8.0M
4,135
-97%
清仓
BSV
VANGUARD BD INDEX FDS
-$7.2M
0
-100%
建仓
DAR
DARLING INGREDIENTS INC
+$6.8M
106,393
建仓
SPTL
SPDR SER TR
+$5.8M
188,644
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$5.2M
3,728
增持
AVGO
BROADCOM INC
+$4.4M
26,965
+13%
建仓
IXUS
ISHARES TR
+$4.4M
72,621
建仓
PXF
INVESCO EXCH TRADED FD TR II
+$4.4M
100,940
建仓
SPIB
SPDR SER TR
+$4.0M
123,076
建仓
DBEU
DBX ETF TR
+$3.9M
111,548
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$3.5M
56,439
-52%
增持
BKNG
BOOKING HOLDINGS INC
+$3.3M
6,538
+2%
增持
—
GARMIN LTD
+$2.4M
99,167
+12%
增持
CMCSA
COMCAST CORP NEW
+$2.4M
209,032
+14%
增持
NVS
NOVARTIS AG
+$2.4M
113,199
+7%
增持
AMT
AMERICAN TOWER CORP NEW
+$2.4M
59,032
+14%
增持
EMR
EMERSON ELEC CO
+$2.3M
101,596
+5%
增持
O
REALTY INCOME CORP
+$2.2M
206,365
+10%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.2M
1,097,218
+1%
减持
MA
MASTERCARD INCORPORATED
+$2.2M
39,064
-4%
增持
JNJ
JOHNSON & JOHNSON
+$2.2M
83,414
+5%
增持
CSCO
CISCO SYS INC
+$2.0M
217,062
+6%
清仓
NEAR
ISHARES U S ETF TR
-$1.9M
0
-100%
增持
—
STERIS PLC
+$1.9M
39,485
+20%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$1.7M
173,966
+16%
减持
—
BLACKROCK INC
+$1.7M
12,039
-5%
增持
AMZN
AMAZON COM INC
-$1.6M
153,002
+25%
减持
FCX
FREEPORT-MCMORAN INC
+$1.5M
203,044
-14%
增持
AEP
AMERICAN ELEC PWR CO INC
+$1.5M
82,576
+8%
减持
VTV
VANGUARD INDEX FDS
+$1.5M
149,671
-4%
增持
PFE
PFIZER INC
+$1.5M
133,864
+8%
增持
QCOM
QUALCOMM INC
+$1.5M
86,328
+27%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.4M
84,427
-26%
建仓
RXO
RXO INC
+$1.4M
83,634
增持
—
LAM RESEARCH CORP
+$1.4M
28,871
+0%
减持
AMGN
AMGEN INC
+$1.4M
48,305
-7%
增持
—
INTERPUBLIC GROUP COS INC
+$1.3M
132,208
+4%
增持
EFAV
ISHARES TR
+$1.3M
170,436
+0%
增持
—
TE CONNECTIVITY LTD
+$1.2M
90,886
+11%
增持
PG
PROCTER AND GAMBLE CO
+$1.2M
34,032
+7%
减持
ILMN
ILLUMINA INC
-$1.2M
59,165
-4%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.2M
39,465
-1%
增持
D
DOMINION ENERGY INC
+$1.2M
82,446
+38%
增持
WMT
WALMART INC
+$1.1M
68,684
+1%
减持
VO
VANGUARD INDEX FDS
+$1.0M
105,871
-0%
增持
PM
PHILIP MORRIS INTL INC
+$980.2K
41,513
+7%
减持
HAL
HALLIBURTON CO
+$977.5K
194,391
-15%
增持
VLO
VALERO ENERGY CORP
+$966.2K
112,670
+0%
清仓
HLN
HALEON PLC
-$962.0K
0
-100%
增持
TFC
TRUIST FINL CORP
+$960.2K
184,849
+10%
减持
BSX
BOSTON SCIENTIFIC CORP
+$958.8K
199,110
-2%
增持
MDLZ
MONDELEZ INTL INC
+$940.4K
62,650
+6%
增持
GXO
GXO LOGISTICS INCORPORATED
+$901.0K
69,220
+10%
增持
PPL
PPL CORP
+$861.7K
139,475
+7%
增持
MAS
MASCO CORP
+$786.8K
155,130
+13%
增持
GOOGL
ALPHABET INC
-$769.3K
126,067
+9%
减持
CGNX
COGNEX CORP
+$760.6K
269,975
-5%
增持
VNQ
VANGUARD INDEX FDS
+$744.6K
93,500
+4%
增持
GIS
GENERAL MLS INC
+$724.3K
51,132
+4%
增持
SO
SOUTHERN CO
+$705.4K
61,265
+9%
增持
PEP
PEPSICO INC
+$692.9K
27,990
+4%
增持
MET
METLIFE INC
+$685.7K
60,311
+4%
减持
TSLA
TESLA INC
-$682.7K
4,788
-7%
增持
ENB
ENBRIDGE INC
+$651.6K
113,490
+7%
增持
LPLA
LPL FINL HLDGS INC
-$637.6K
33,536
+2%
增持
UPS
UNITED PARCEL SERVICE INC
+$624.8K
23,586
+9%
减持
GSK
GSK PLC
+$604.1K
126,006
-0%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$570.2K
78,788
+16%
减持
IJR
ISHARES TR
+$546.0K
121,177
-1%
增持
NDAQ
NASDAQ INC
+$523.4K
150,972
+2%
增持
XPO
XPO INC
+$513.1K
83,944
+68%
增持
MSFT
MICROSOFT CORP
-$511.1K
45,747
+5%
减持
GPC
GENUINE PARTS CO
+$504.5K
79,610
-5%
清仓
IVV
ISHARES TR
-$499.0K
0
-100%
增持
CRM
SALESFORCE INC
+$478.4K
54,056
+18%
减持
LOW
LOWES COS INC
-$458.7K
51,552
-5%
清仓
SUB
ISHARES TR
-$447.0K
0
-100%
增持
EA
ELECTRONIC ARTS INC
+$444.4K
65,852
+6%
增持
KDP
KEURIG DR PEPPER INC
+$438.4K
358,313
+6%
增持
CMI
CUMMINS INC
+$403.7K
12,012
+5%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$378.6K
5,000
减持
CSGP
COSTAR GROUP INC
-$373.0K
76,323
-8%
清仓
SHY
ISHARES TR
-$361.0K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$360.8K
8,365
+46%
建仓
SCHD
SCHWAB STRATEGIC TR
+$355.9K
4,585
增持
—
NXP SEMICONDUCTORS N V
+$311.0K
55,591
+3%
清仓
CVS
CVS HEALTH CORP
-$308.0K
0
-100%
清仓
FLR
FLUOR CORP NEW
-$306.0K
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$293.0K
13,242
-4%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$292.4K
6,932
清仓
IEFA
ISHARES TR
-$260.0K
0
-100%
建仓
—
CRH PLC
+$258.3K
5,921
清仓
IEMG
ISHARES INC
-$252.0K
0
-100%
建仓
TJX
TJX COS INC NEW
+$243.8K
2,947
建仓
FSMB
FIRST TR EXCH TRADED FD III
+$241.0K
12,140
建仓
MCD
MCDONALDS CORP
+$239.6K
889
建仓
—
ASTRAZENECA PLC
+$238.8K
3,373
建仓
HON
HONEYWELL INTL INC
+$237.8K
1,131
建仓
SBUX
STARBUCKS CORP
+$229.0K
2,146
建仓
—
ASML HOLDING N V
+$227.6K
382
减持
ORLY
OREILLY AUTOMOTIVE INC
+$220.6K
14,582
-11%
建仓
MRK
MERCK & CO INC
+$212.6K
1,851
建仓
NOC
NORTHROP GRUMMAN CORP
+$210.1K
403
建仓
SCZ
ISHARES TR
+$210.1K
3,622
建仓
CVX
CHEVRON CORP NEW
+$206.0K
1,167
减持
JPM
JPMORGAN CHASE & CO
+$204.7K
6,906
-0%
建仓
PRU
PRUDENTIAL FINL INC
+$203.0K
2,010
建仓
SCHM
SCHWAB STRATEGIC TR
+$202.2K
3,006
建仓
NEE
NEXTERA ENERGY INC
+$201.9K
2,414
建仓
RIO
RIO TINTO PLC
+$200.7K
2,710
减持
CI
CIGNA CORP NEW
-$180.2K
25,079
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$166.9K
3,947
-0%
增持
ABBV
ABBVIE INC
+$155.2K
2,673
+29%
增持
PAYC
PAYCOM SOFTWARE INC
-$140.6K
3,661
+9%
建仓
BCSF
BAIN CAP SPECIALTY FIN INC
+$123.7K
10,000
增持
SCHH
SCHWAB STRATEGIC TR
+$118.9K
19,040
+37%
建仓
PCT
PURECYCLE TECHNOLOGIES INC
+$118.1K
17,448
增持
ABT
ABBOTT LABS
+$106.1K
9,322
+2%
增持
SCHB
SCHWAB STRATEGIC TR
+$102.8K
8,906
+30%
增持
KO
COCA COLA CO
+$99.0K
7,161
+11%
增持
LMT
LOCKHEED MARTIN CORP
+$98.8K
1,333
+0%
增持
GOOG
ALPHABET INC
-$95.3K
6,848
+0%
增持
AGNC
AGNC INVT CORP
+$90.5K
30,644
+4%
增持
VUG
VANGUARD INDEX FDS
+$89.5K
5,905
+13%
增持
SPY
SPDR S&P 500 ETF TR
+$88.0K
1,340
+16%
增持
SCHG
SCHWAB STRATEGIC TR
-$80.5K
45,340
+2%
增持
SCHE
SCHWAB STRATEGIC TR
+$79.5K
18,763
+12%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$64.1K
454
-20%
增持
LYG
LLOYDS BANKING GROUP PLC
+$58.5K
104,481
+7%
减持
FNDX
SCHWAB STRATEGIC TR
+$57.5K
20,575
-4%
增持
AAPL
APPLE INC
+$55.9K
23,846
+14%
减持
HD
HOME DEPOT INC
+$55.3K
2,590
-2%
减持
IJH
ISHARES TR
-$55.2K
862
-26%
增持
UMC
UNITED MICROELECTRONICS CORP
+$51.7K
39,959
+7%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$50.3K
17,378
-8%
增持
UNH
UNITEDHEALTH GROUP INC
+$46.7K
983
+17%
减持
VOE
VANGUARD INDEX FDS
+$46.4K
4,297
-2%
增持
SBSW
SIBANYE STILLWATER LTD
+$46.0K
21,185
+7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$44.1K
2,005
+0%
减持
BAC
BANK AMERICA CORP
+$40.7K
16,993
-2%
增持
MDYG
SPDR SER TR
+$31.7K
14,630
+0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$28.9K
16,796
+2%
建仓
—
STRYVE FOODS INC
+$27.8K
35,000
减持
FNDF
SCHWAB STRATEGIC TR
+$26.9K
10,024
-5%
增持
COST
COSTCO WHSL CORP NEW
+$25.8K
625
+9%
减持
—
EXXON MOBIL CORP
+$23.2K
2,897
-0%
