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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 11
增持 76
减持 50
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$4.7M
11,640
+846%
清仓
SCHC
SCHWAB STRATEGIC TR
-$4.4M
0
-100%
减持
AMZN
AMAZON COM INC
+$3.9M
159,464
-2%
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
MGY
MAGNOLIA OIL & GAS CORP
+$3.5M
169,502
减持
—
LAM RESEARCH CORP
+$3.5M
28,927
-1%
增持
CGNX
COGNEX CORP
+$3.0M
299,174
+7%
增持
AMT
AMERICAN TOWER CORP NEW
+$2.7M
81,252
+23%
增持
LPLA
LPL FINL HLDGS INC
+$2.2M
42,627
+16%
增持
—
NXP SEMICONDUCTORS N V
+$2.2M
59,692
+6%
增持
CSGP
COSTAR GROUP INC
+$2.2M
89,296
+5%
减持
AVGO
BROADCOM INC
+$2.1M
19,215
-15%
减持
MSFT
MICROSOFT CORP
+$2.1M
46,511
-2%
增持
MA
MASTERCARD INCORPORATED
+$2.1M
41,915
+5%
减持
GOOGL
ALPHABET INC
+$2.1M
139,542
-2%
建仓
UBSI
UNITED BANKSHARES INC WEST V
+$2.0M
68,294
增持
LOW
LOWES COS INC
+$1.9M
56,836
+5%
增持
CI
THE CIGNA GROUP
+$1.8M
33,414
+13%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.8M
35,579
-12%
增持
—
TE CONNECTIVITY LTD
+$1.8M
98,930
+4%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.8M
15,655
+4%
增持
GPC
GENUINE PARTS CO
+$1.7M
93,000
+11%
增持
MAS
MASCO CORP
+$1.6M
172,565
+4%
增持
TFC
TRUIST FINL CORP
+$1.5M
321,601
+22%
增持
DAR
DARLING INGREDIENTS INC
+$1.4M
128,052
+10%
增持
VTV
VANGUARD INDEX FDS
+$1.4M
310,582
+0%
减持
SCHX
SCHWAB STRATEGIC TR
+$1.4M
581,105
-3%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$1.4M
190,881
+5%
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
97,516
+6%
增持
HAL
HALLIBURTON CO
+$1.3M
254,158
+18%
增持
NDAQ
NASDAQ INC
+$1.2M
208,851
+24%
增持
—
STERIS PLC
+$1.2M
41,682
+1%
增持
—
BLACKROCK INC
+$1.2M
13,603
+8%
增持
VLO
VALERO ENERGY CORP
+$1.1M
131,716
+18%
增持
CRM
SALESFORCE INC
+$1.1M
49,684
+2%
减持
CMCSA
COMCAST CORP NEW
-$988.1K
127,206
-23%
减持
XPO
XPO INC
+$982.9K
62,543
-30%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$966.0K
3,632
-6%
增持
KDP
KEURIG DR PEPPER INC
+$932.7K
461,088
+19%
增持
—
GARMIN LTD
+$920.4K
107,173
+4%
增持
EMR
EMERSON ELEC CO
+$878.0K
114,500
+4%
增持
BKNG
BOOKING HOLDINGS INC
+$849.2K
6,056
+4%
增持
EA
ELECTRONIC ARTS INC
+$837.4K
79,088
+5%
增持
QCOM
QUALCOMM INC
+$817.5K
96,830
+13%
减持
GXO
GXO LOGISTICS INCORPORATED
+$697.4K
61,436
-3%
增持
O
REALTY INCOME CORP
+$692.8K
238,003
+9%
增持
PEP
PEPSICO INC
+$664.5K
49,564
+5%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$626.0K
14,218
+3%
增持
ILMN
ILLUMINA INC
+$625.2K
81,866
+28%
减持
TSLA
TESLA INC
+$615.9K
6,965
-1%
减持
SPTL
SPDR SER TR
-$568.4K
182,497
-4%
减持
AAPL
APPLE INC
+$565.6K
25,044
-2%
增持
CMI
CUMMINS INC
+$556.0K
20,537
+7%
增持
FCX
FREEPORT-MCMORAN INC
+$549.9K
221,665
+10%
增持
MET
METLIFE INC
+$534.5K
120,301
+10%
增持
AMGN
AMGEN INC
+$520.8K
63,591
+14%
减持
WMT
WALMART INC
+$510.0K
70,412
-2%
减持
SCHG
SCHWAB STRATEGIC TR
+$498.3K
101,277
-7%
增持
CSCO
CISCO SYS INC
+$496.8K
229,091
+5%
减持
IQLT
ISHARES TR
-$474.1K
636,827
-1%
减持
VNQ
VANGUARD INDEX FDS
-$463.8K
18,922
-25%
增持
GIS
GENERAL MLS INC
-$442.6K
54,532
+1%
减持
SCHO
SCHWAB STRATEGIC TR
-$426.9K
53,199
-13%
减持
SPIB
SPDR SER TR
-$425.6K
110,673
-9%
减持
VTEB
VANGUARD MUN BD FDS
-$409.1K
253,621
-2%
增持
COWZ
PACER FDS TR
+$405.6K
326,418
+1%
建仓
FBNC
FIRST BANCORP N C
+$390.5K
12,995
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$382.1K
0
-100%
清仓
VGT
VANGUARD WORLD FDS
-$353.2K
0
-100%
增持
META
META PLATFORMS INC
+$341.1K
3,905
+4%
清仓
FCCO
FIRST CMNTY CORP S C
-$340.1K
0
-100%
减持
ABT
ABBOTT LABS
-$332.2K
7,477
-32%
增持
PG
PROCTER AND GAMBLE CO
+$328.5K
37,636
+5%
减持
NVS
NOVARTIS AG
-$323.9K
109,057
-8%
增持
AEP
AMERICAN ELEC PWR CO INC
+$293.0K
96,875
+10%
增持
SO
SOUTHERN CO
+$284.2K
67,400
+3%
增持
PM
PHILIP MORRIS INTL INC
+$278.3K
46,928
+7%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$273.3K
17,405
增持
PFE
PFIZER INC
+$272.2K
182,757
+17%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$255.7K
0
-100%
建仓
CAT
CATERPILLAR INC
+$250.7K
1,024
减持
VO
VANGUARD INDEX FDS
+$241.3K
21,805
-0%
清仓
USMV
ISHARES TR
-$238.0K
0
-100%
清仓
FSMB
FIRST TR EXCH TRADED FD III
-$237.7K
0
-100%
清仓
TJX
TJX COS INC NEW
-$232.8K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$231.2K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$228.7K
0
-100%
建仓
MRK
MERCK & CO INC
+$220.2K
1,936
清仓
SCHP
SCHWAB STRATEGIC TR
-$215.1K
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$214.3K
182,222
-8%
减持
EFAV
ISHARES TR
-$211.1K
31,395
-7%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$208.6K
3,797
清仓
V
VISA INC
-$205.0K
0
-100%
建仓
IJH
ISHARES TR
+$205.0K
788
建仓
ITOT
ISHARES TR
+$204.9K
2,095
建仓
MCD
MCDONALDS CORP
+$204.6K
689
减持
QQQ
INVESCO QQQ TR
+$202.8K
46,253
-13%
建仓
LLY
LILLY ELI & CO
+$200.5K
431
清仓
FLR
FLUOR CORP NEW
-$200.4K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$177.5K
7,990
+5%
增持
—
INTERPUBLIC GROUP COS INC
+$167.8K
136,966
+1%
减持
ABBV
ABBVIE INC
-$167.7K
2,076
-27%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$163.8K
101,476
+3%
增持
DBEU
DBX ETF TR
+$157.2K
112,601
+6%
减持
MUB
ISHARES TR
-$153.8K
2,065
-40%
增持
IXUS
ISHARES TR
+$152.3K
72,989
+4%
增持
PPL
PPL CORP
+$151.4K
158,792
+7%
增持
VIGI
VANGUARD WHITEHALL FDS
+$147.7K
60,818
+3%
增持
ENB
ENBRIDGE INC
+$123.7K
134,301
+8%
增持
BCSF
BAIN CAP SPECIALTY FIN INC
+$112.8K
17,000
+70%
减持
RXO
RXO INC
+$109.9K
77,336
-10%
减持
UNH
UNITEDHEALTH GROUP INC
-$107.1K
833
-18%
减持
DUK
DUKE ENERGY CORP NEW
-$100.1K
7,586
-8%
增持
HD
HOME DEPOT INC
+$90.5K
2,697
+6%
减持
NVDA
NVIDIA CORPORATION
+$90.1K
1,946
-27%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$79.3K
3,477
-15%
减持
GOOG
ALPHABET INC
+$78.8K
7,102
-6%
减持
ORCL
ORACLE CORP
+$71.3K
3,367
-1%
减持
SLYG
SPDR SER TR
-$69.6K
9,749
-13%
减持
VUG
VANGUARD INDEX FDS
+$69.5K
5,124
-8%
减持
SHW
SHERWIN WILLIAMS CO
+$65.1K
2,002
-1%
减持
—
EXXON MOBIL CORP
-$63.5K
7,529
-0%
减持
COST
COSTCO WHSL CORP NEW
-$63.5K
475
-26%
减持
EFA
ISHARES TR
-$60.9K
3,712
-18%
增持
CVX
CHEVRON CORP NEW
+$56.8K
3,184
+22%
增持
BJ
BJS WHSL CLUB HLDGS INC
-$56.5K
98,511
+17%
增持
VGIT
VANGUARD SCOTTSDALE FDS
-$55.6K
57,900
+2%
增持
SON
SONOCO PRODS CO
-$54.6K
21,712
+0%
减持
KO
COCA COLA CO
-$54.4K
6,977
-10%
增持
SBSW
SIBANYE STILLWATER LTD
-$52.7K
31,467
+5%
增持
—
CRH PLC
+$40.6K
5,600
+6%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$38.4K
454
-5%
减持
MDLZ
MONDELEZ INTL INC
-$36.4K
63,391
-4%
增持
BAC
BANK AMERICA CORP
+$36.0K
18,668
+3%
增持
VOE
VANGUARD INDEX FDS
+$32.5K
4,399
+1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$31.2K
16,723
+0%
减持
BX
BLACKSTONE INC
+$28.6K
2,911
-2%
增持
—
ASML HOLDING N V
+$28.0K
410
+3%
减持
SCHB
SCHWAB STRATEGIC TR
+$26.6K
7,174
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$24.6K
1,452
+10%
减持
MDYG
SPDR SER TR
+$24.2K
13,377
-3%
增持
GSK
GSK PLC
+$22.6K
139,966
+6%
减持
FNDX
SCHWAB STRATEGIC TR
+$22.1K
20,043
-3%
增持
BP
BP PLC
-$20.6K
10,000
+5%
增持
SCHH
SCHWAB STRATEGIC TR
+$20.4K
14,816
+5%
增持
SAP
SAP SE
+$19.2K
1,904
+3%
增持
UMC
UNITED MICROELECTRONICS CORP
-$19.2K
43,173
+6%
增持
DIS
DISNEY WALT CO
-$16.8K
3,137
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$16.6K
16,258
-3%
增持
SLV
ISHARES SILVER TR
+$15.8K
17,150
+13%
增持
FNDA
SCHWAB STRATEGIC TR
+$14.7K
5,911
+0%
