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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 15
增持 86
减持 36
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
IQLT
ISHARES TR
+$22.4M
643,547
+5179%
增持
VTV
VANGUARD INDEX FDS
+$21.2M
309,191
+107%
减持
SCHX
SCHWAB STRATEGIC TR
-$21.2M
601,617
-45%
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
VO
VANGUARD INDEX FDS
-$17.4M
21,858
-79%
建仓
COWZ
PACER FDS TR
+$15.2M
323,617
减持
IJR
ISHARES TR
-$9.7M
21,788
-82%
减持
EFAV
ISHARES TR
-$8.8M
33,729
-80%
减持
QQQ
INVESCO QQQ TR
-$7.2M
53,041
-41%
减持
VNQ
VANGUARD INDEX FDS
-$5.8M
25,089
-73%
清仓
D
DOMINION ENERGY INC
-$5.1M
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$4.6M
109,060
+141%
建仓
SCHC
SCHWAB STRATEGIC TR
+$4.4M
130,087
建仓
VIGI
VANGUARD WHITEHALL FDS
+$4.4M
59,030
增持
GOOGL
ALPHABET INC
+$3.9M
142,567
+13%
增持
AMZN
AMAZON COM INC
+$3.7M
162,060
+6%
增持
PEP
PEPSICO INC
+$3.5M
47,200
+69%
增持
MSFT
MICROSOFT CORP
+$3.3M
47,423
+4%
增持
ILMN
ILLUMINA INC
+$2.7M
63,792
+8%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$2.4M
40,412
+2%
减持
CRM
SALESFORCE INC
+$2.0M
48,522
-10%
增持
—
LAM RESEARCH CORP
+$1.9M
29,206
+1%
增持
MET
METLIFE INC
+$1.9M
109,612
+82%
减持
CMCSA
COMCAST CORP NEW
-$1.7M
165,862
-21%
增持
CMI
CUMMINS INC
+$1.5M
19,149
+59%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.5M
3,883
+4%
减持
AVGO
BROADCOM INC
-$1.5M
22,722
-16%
增持
EA
ELECTRONIC ARTS INC
+$1.3M
75,338
+14%
增持
AAPL
APPLE INC
+$1.1M
25,515
+7%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.1M
60,923
-28%
减持
BKNG
BOOKING HOLDINGS INC
+$1.1M
5,816
-11%
增持
—
TE CONNECTIVITY LTD
+$1.1M
95,212
+5%
增持
—
NXP SEMICONDUCTORS N V
+$1.1M
56,474
+2%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$939.0K
83,976
+7%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$825.0K
181,431
+4%
增持
CSCO
CISCO SYS INC
+$815.2K
218,133
+0%
增持
TSLA
TESLA INC
+$810.2K
7,018
+47%
建仓
META
META PLATFORMS INC
+$808.4K
3,765
增持
ORLY
OREILLY AUTOMOTIVE INC
+$787.3K
15,123
+4%
建仓
NVDA
NVIDIA CORPORATION
+$733.4K
2,671
增持
KDP
KEURIG DR PEPPER INC
+$714.4K
387,638
+8%
减持
BSX
BOSTON SCIENTIFIC CORP
+$692.9K
198,076
-1%
增持
NVS
NOVARTIS AG
+$667.9K
118,903
+5%
增持
HAL
HALLIBURTON CO
-$658.5K
215,407
+11%
增持
—
GARMIN LTD
+$628.4K
103,514
+4%
增持
—
BLACKROCK INC
-$610.9K
12,553
+4%
增持
EMR
EMERSON ELEC CO
-$591.9K
109,878
+8%
增持
LOW
LOWES COS INC
+$580.2K
53,894
+5%
减持
QCOM
QUALCOMM INC
+$567.3K
86,053
-0%
增持
AMGN
AMGEN INC
+$549.6K
55,925
+16%
增持
—
EXXON MOBIL CORP
+$548.2K
7,550
+161%
增持
WMT
WALMART INC
+$541.4K
72,151
+5%
增持
AMT
AMERICAN TOWER CORP NEW
+$518.8K
65,949
+12%
增持
UPS
UNITED PARCEL SERVICE INC
+$516.2K
24,852
+5%
增持
O
REALTY INCOME CORP
+$513.5K
218,609
+6%
增持
JNJ
JOHNSON & JOHNSON
-$506.4K
91,671
+10%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$483.5K
13,760
+4%
减持
FCX
FREEPORT-MCMORAN INC
-$449.8K
202,060
-0%
增持
GSK
GSK PLC
+$438.3K
132,378
+5%
增持
PFE
PFIZER INC
-$425.2K
156,262
+17%
增持
MDLZ
MONDELEZ INTL INC
+$416.4K
66,334
+6%
增持
LPLA
LPL FINL HLDGS INC
-$374.1K
36,906
+10%
建仓
BP
BP PLC
+$373.6K
9,500
清仓
SCHD
SCHWAB STRATEGIC TR
-$355.9K
0
-100%
建仓
VGT
VANGUARD WORLD FDS
+$353.2K
923
增持
—
STERIS PLC
+$350.8K
41,418
+5%
增持
—
INTERPUBLIC GROUP COS INC
+$348.7K
135,412
+2%
建仓
SLV
ISHARES SILVER TR
+$348.0K
15,150
增持
XPO
XPO INC
-$347.8K
88,844
+6%
建仓
FCCO
FIRST CMNTY CORP S C
+$340.1K
17,124
增持
MAS
MASCO CORP
+$337.0K
165,653
+7%
清仓
SFST
SOUTHERN FIRST BANCSHARES
-$291.4K
0
-100%
增持
GIS
GENERAL MLS INC
+$263.2K
54,124
+6%
建仓
BX
BLACKSTONE INC
+$241.9K
2,979
清仓
MCD
MCDONALDS CORP
-$239.6K
0
-100%
建仓
USMV
ISHARES TR
+$238.0K
3,268
建仓
SAP
SAP SE
+$236.7K
1,852
增持
CVX
CHEVRON CORP NEW
+$234.8K
2,608
+123%
清仓
SGRY
SURGERY PARTNERS INC
-$225.5K
0
-100%
增持
ENB
ENBRIDGE INC
+$218.6K
123,867
+9%
清仓
IJH
ISHARES TR
-$213.8K
0
-100%
清仓
MRK
MERCK & CO INC
-$212.6K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$210.1K
0
-100%
增持
GPC
GENUINE PARTS CO
+$209.0K
83,776
+5%
建仓
V
VISA INC
+$205.0K
901
清仓
PRU
PRUDENTIAL FINL INC
-$203.0K
0
-100%
清仓
SCHM
SCHWAB STRATEGIC TR
-$202.2K
0
-100%
建仓
DEO
DIAGEO PLC
+$200.9K
1,098
清仓
RIO
RIO TINTO PLC
-$200.7K
0
-100%
建仓
FLR
FLUOR CORP NEW
+$200.4K
6,753
增持
RXO
RXO INC
+$195.2K
85,798
+3%
减持
HUBB
HUBBELL INC
-$193.2K
3,225
-21%
增持
GOOG
ALPHABET INC
+$188.4K
7,535
+10%
增持
SPTL
SPDR SER TR
+$170.8K
190,556
+1%
增持
PG
PROCTER AND GAMBLE CO
+$163.0K
35,954
+6%
增持
SO
SOUTHERN CO
+$158.6K
65,303
+7%
减持
VLO
VALERO ENERGY CORP
-$129.4K
111,770
-1%
增持
CSGP
COSTAR GROUP INC
-$125.3K
84,691
+11%
增持
NDAQ
NASDAQ INC
-$120.2K
167,956
+11%
增持
MA
MASTERCARD INCORPORATED
+$118.7K
39,795
+2%
减持
VUG
VANGUARD INDEX FDS
+$116.7K
5,559
-6%
减持
SCHH
SCHWAB STRATEGIC TR
-$102.4K
14,113
-26%
增持
DAR
DARLING INGREDIENTS INC
-$95.8K
116,847
+10%
增持
ABT
ABBOTT LABS
+$87.8K
11,040
+18%
增持
PPL
PPL CORP
-$87.2K
148,512
+6%
减持
GXO
GXO LOGISTICS INCORPORATED
-$85.9K
63,090
-9%
减持
DUK
DUKE ENERGY CORP NEW
-$84.7K
8,262
-1%
增持
BAC
BANK AMERICA CORP
-$77.9K
18,114
+7%
减持
HD
HOME DEPOT INC
-$74.4K
2,536
-2%
增持
UMC
UNITED MICROELECTRONICS CORP
+$71.9K
40,790
+2%
减持
SCHE
SCHWAB STRATEGIC TR
-$70.4K
16,171
-14%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$69.6K
56,731
+1%
减持
VTEB
VANGUARD MUN BD FDS
-$64.4K
258,484
-2%
减持
SCHB
SCHWAB STRATEGIC TR
-$60.6K
7,220
-19%
减持
NSC
NORFOLK SOUTHN CORP
-$52.9K
1,001
-1%
减持
DBEU
DBX ETF TR
-$48.7K
106,022
-5%
增持
AEP
AMERICAN ELEC PWR CO INC
+$47.9K
87,955
+7%
减持
MDYG
SPDR SER TR
-$41.4K
13,772
-6%
增持
—
ASML HOLDING N V
+$37.9K
397
+4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$36.8K
6,449
-7%
减持
SLYG
SPDR SER TR
-$36.7K
11,253
-3%
增持
EFA
ISHARES TR
+$36.1K
4,531
+6%
清仓
—
PRECISION BIOSCIENCES INC
-$32.1K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$32.0K
477
+5%
增持
ORCL
ORACLE CORP
+$30.7K
3,395
+1%
减持
SHW
SHERWIN WILLIAMS CO
-$29.3K
2,029
-1%
增持
TFC
TRUIST FINL CORP
-$28.6K
264,431
+43%
清仓
—
STRYVE FOODS INC
-$27.8K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$26.8K
2,964
+23%
增持
KO
COCA COLA CO
+$26.3K
7,720
+8%
增持
JPM
JPMORGAN CHASE & CO
+$25.5K
7,617
+10%
增持
VOE
VANGUARD INDEX FDS
-$21.7K
4,369
+2%
增持
HDB
HDFC BANK LTD
+$19.0K
3,618
+9%
减持
SPIB
SPDR SER TR
-$18.9K
121,212
-2%
增持
COST
COSTCO WHSL CORP NEW
+$18.8K
644
+3%
减持
IXUS
ISHARES TR
+$18.1K
70,385
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$18.0K
1,013
+3%
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$17.9K
20,448
+17%
减持
SPY
SPDR S&P 500 ETF TR
-$17.5K
1,230
-8%
减持
LMT
LOCKHEED MARTIN CORP
+$16.5K
1,325
-1%
增持
—
ASTRAZENECA PLC
+$16.4K
3,633
+8%
增持
CGNX
COGNEX CORP
+$16.2K
278,854
+3%
增持
ET
ENERGY TRANSFER L P
+$15.9K
16,833
+3%
增持
CI
THE CIGNA GROUP
-$15.9K
29,527
+18%
增持
HON
HONEYWELL INTL INC
-$14.8K
1,168
+3%
减持
FNDA
SCHWAB STRATEGIC TR
-$12.6K
5,905
-4%
增持
EOG
EOG RES INC
-$12.4K
1,834
+1%
减持
PXF
INVESCO EXCH TRADED FD TR II
+$11.6K
98,158
-3%
增持
AGNC
AGNC INVT CORP
-$11.5K
31,624
+3%
增持
TJX
TJX COS INC NEW
-$11.0K
2,960
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.0K
4,099
+4%
