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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 14
增持 63
减持 57
清仓 16
方向
标的
Δ市值
现股数(环比)
清仓
AMT
AMERICAN TOWER CORP NEW
-$16.1M
0
-100%
建仓
FTNT
FORTINET INC
+$10.4M
172,707
建仓
OKE
ONEOK INC NEW
+$10.3M
161,826
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
TFC
TRUIST FINL CORP
-$9.2M
26,349
-92%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$8.3M
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$6.8M
32,527
+129%
建仓
—
SUPER MICRO COMPUTER INC
+$5.8M
19,947
清仓
—
INTERPUBLIC GROUP COS INC
-$5.2M
0
-100%
减持
—
TE CONNECTIVITY LTD
-$5.1M
69,807
-29%
增持
AAPL
APPLE INC
+$4.7M
53,715
+114%
清仓
IXUS
ISHARES TR
-$4.5M
0
-100%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$4.5M
0
-100%
建仓
OWL
BLUE OWL CAPITAL INC
+$4.4M
320,915
清仓
GIS
GENERAL MLS INC
-$4.2M
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$4.2M
95,273
+103%
增持
SO
SOUTHERN CO
+$4.1M
137,666
+104%
清仓
DBEU
DBX ETF TR
-$4.0M
0
-100%
减持
AVGO
BROADCOM INC
-$4.0M
14,902
-22%
增持
PFE
PFIZER INC
+$3.1M
295,432
+62%
增持
CGNX
COGNEX CORP
-$2.7M
326,290
+9%
减持
KDP
KEURIG DR PEPPER INC
-$2.7M
396,866
-14%
减持
AMZN
AMAZON COM INC
-$2.6M
142,017
-11%
增持
ILMN
ILLUMINA INC
-$2.1M
94,282
+15%
建仓
KVUE
KENVUE INC
+$2.0M
101,595
减持
SCHX
SCHWAB STRATEGIC TR
-$2.0M
559,639
-4%
增持
MET
METLIFE INC
+$2.0M
143,783
+20%
减持
JNJ
JOHNSON & JOHNSON
-$2.0M
88,232
-10%
增持
GPC
GENUINE PARTS CO
-$1.7M
96,244
+3%
减持
—
LAM RESEARCH CORP
-$1.6M
26,347
-9%
减持
AMGN
AMGEN INC
+$1.5M
59,211
-7%
减持
PEP
PEPSICO INC
-$1.3M
49,309
-1%
增持
LOW
LOWES COS INC
-$1.3M
57,569
+1%
增持
DAR
DARLING INGREDIENTS INC
-$1.3M
145,431
+14%
减持
BKNG
BOOKING HOLDINGS INC
+$1.1M
5,662
-7%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$1.1M
200,137
+5%
增持
O
REALTY INCOME CORP
-$1.0M
267,913
+13%
减持
QQQ
INVESCO QQQ TR
-$984.0K
44,263
-4%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$912.6K
3,726
+3%
减持
MSFT
MICROSOFT CORP
-$904.4K
45,295
-3%
减持
LPLA
LPL FINL HLDGS INC
+$855.3K
42,411
-1%
减持
VO
VANGUARD INDEX FDS
-$837.9K
19,162
-12%
增持
VTV
VANGUARD INDEX FDS
-$786.7K
318,450
+3%
减持
ADBE
ADOBE INC
-$710.5K
31,567
-11%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$706.6K
102,550
+4%
增持
MAS
MASCO CORP
-$630.8K
173,539
+1%
减持
MDLZ
MONDELEZ INTL INC
-$626.7K
63,365
-0%
减持
GXO
GXO LOGISTICS INCORPORATED
-$611.1K
57,263
-7%
增持
CSGP
COSTAR GROUP INC
-$605.8K
90,620
+1%
减持
SCHG
SCHWAB STRATEGIC TR
-$585.7K
94,194
-7%
增持
COWZ
PACER FDS TR
+$565.6K
334,203
+2%
减持
SCHO
SCHWAB STRATEGIC TR
-$564.9K
41,491
-22%
减持
GOOGL
ALPHABET INC
+$548.2K
127,471
-9%
增持
NDAQ
NASDAQ INC
+$545.8K
221,157
+6%
减持
TSLA
TESLA INC
-$518.4K
5,562
-20%
增持
SPTL
SPDR SER TR
-$517.0K
193,092
+6%
减持
VLO
VALERO ENERGY CORP
-$497.3K
117,605
-11%
减持
CSCO
CISCO SYS INC
-$481.3K
211,772
-8%
减持
HAL
HALLIBURTON CO
+$477.2K
230,428
-9%
增持
UPS
UNITED PARCEL SERVICE INC
-$473.7K
27,698
+5%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$462.6K
94,518
-7%
减持
—
NXP SEMICONDUCTORS N V
-$434.6K
58,903
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$421.3K
11,028
-5%
增持
GSK
GSK PLC
+$416.6K
144,000
+3%
增持
FCX
FREEPORT-MCMORAN INC
-$416.3K
225,484
+2%
减持
CRM
SALESFORCE INC
-$408.5K
49,262
-1%
减持
IJR
ISHARES TR
-$391.6K
18,284
-13%
增持
ENB
ENBRIDGE INC
-$371.8K
143,594
+7%
增持
VTEB
VANGUARD MUN BD FDS
-$370.2K
259,600
+2%
清仓
SLV
ISHARES SILVER TR
-$363.8K
0
-100%
减持
EFAV
ISHARES TR
-$363.3K
26,668
-15%
减持
VNQ
VANGUARD INDEX FDS
-$353.7K
16,773
-11%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$351.7K
16,058
+3%
减持
NVS
NOVARTIS AG
-$348.3K
107,504
-1%
增持
PPL
PPL CORP
-$348.1K
166,159
+5%
减持
PG
PROCTER AND GAMBLE CO
-$331.6K
37,464
-0%
建仓
—
CRH PLC
+$331.1K
5,852
增持
CI
THE CIGNA GROUP
+$320.4K
33,659
+1%
清仓
—
CRH PLC
-$306.7K
0
-100%
增持
—
GARMIN LTD
+$262.3K
108,756
+1%
增持
CMCSA
COMCAST CORP NEW
+$254.9K
127,246
+0%
增持
—
BLACKROCK INC
-$242.1K
14,165
+4%
建仓
VV
VANGUARD INDEX FDS
+$229.6K
1,166
清仓
NSC
NORFOLK SOUTHN CORP
-$227.4K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$225.3K
42,140
+1%
建仓
FLR
FLUOR CORP NEW
+$222.7K
6,072
减持
EMR
EMERSON ELEC CO
+$222.5K
110,058
-4%
建仓
VOO
VANGUARD INDEX FDS
+$221.5K
561
建仓
MPC
MARATHON PETE CORP
+$221.4K
1,546
清仓
MRK
MERCK & CO INC
-$220.2K
0
-100%
建仓
IVV
ISHARES TR
+$216.2K
501
建仓
SHEL
SHELL PLC
+$216.0K
3,348
增持
CMI
CUMMINS INC
-$215.7K
21,004
+2%
减持
XPO
XPO INC
+$206.8K
50,092
-20%
清仓
SCZ
ISHARES TR
-$206.3K
0
-100%
清仓
IJH
ISHARES TR
-$205.0K
0
-100%
清仓
ITOT
ISHARES TR
-$204.9K
0
-100%
清仓
MCD
MCDONALDS CORP
-$204.6K
0
-100%
建仓
RIO
RIO TINTO PLC
+$204.5K
3,299
清仓
DEO
DIAGEO PLC
-$200.9K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$174.9K
7,235
+91%
增持
NVDA
NVIDIA CORPORATION
+$165.7K
2,162
+11%
减持
MGY
MAGNOLIA OIL & GAS CORP
+$163.2K
169,291
-0%
减持
WMT
WALMART INC
-$150.5K
70,215
-0%
减持
LMT
LOCKHEED MARTIN CORP
-$137.4K
1,334
-8%
减持
ABT
ABBOTT LABS
-$128.0K
6,965
-7%
增持
QCOM
QUALCOMM INC
-$116.9K
101,234
+5%
增持
PCT
PURECYCLE TECHNOLOGIES INC
-$102.5K
22,448
+10%
减持
HD
HOME DEPOT INC
-$100.1K
2,521
-7%
增持
META
META PLATFORMS INC
+$89.2K
3,927
+1%
减持
JPM
JPMORGAN CHASE & CO
-$88.1K
7,358
-8%
增持
SON
SONOCO PRODS CO
-$79.8K
21,730
+0%
减持
MDYG
SPDR SER TR
-$74.9K
12,878
-4%
减持
UMC
UNITED MICROELECTRONICS CORP
-$66.4K
37,305
-14%
减持
CVX
CHEVRON CORP NEW
-$65.2K
2,666
-16%
减持
BAC
BANK AMERICA CORP
-$65.1K
18,325
-2%
增持
EA
ELECTRONIC ARTS INC
-$64.3K
83,022
+5%
增持
BSX
BOSTON SCIENTIFIC CORP
-$61.1K
185,000
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$59.0K
20,005
+15%
减持
—
STERIS PLC
+$56.7K
40,948
-2%
增持
AVXL
ANAVEX LIFE SCIENCES CORP
-$54.7K
30,763
+0%
减持
FNDX
SCHWAB STRATEGIC TR
-$51.7K
19,844
-1%
减持
GOOG
ALPHABET INC
+$50.7K
6,643
-6%
减持
VUG
VANGUARD INDEX FDS
-$48.0K
5,047
-2%
增持
—
ASML HOLDING N V
-$46.7K
413
+1%
减持
VOE
VANGUARD INDEX FDS
-$44.7K
4,383
-0%
增持
LLY
ELI LILLY & CO
+$44.5K
434
+1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
-$43.3K
58,763
+1%
增持
SBSW
SIBANYE STILLWATER LTD
+$41.9K
44,885
+43%
增持
RXO
RXO INC
+$41.5K
92,844
+20%
减持
CAT
CATERPILLAR INC
-$38.4K
798
-22%
增持
IQLT
ISHARES TR
+$38.2K
667,169
+5%
减持
SLYG
SPDR SER TR
-$37.8K
9,737
-0%
减持
UNH
UNITEDHEALTH GROUP INC
+$37.3K
819
-2%
增持
BX
BLACKSTONE INC
+$35.7K
2,912
+0%
增持
KO
COCA COLA CO
-$31.8K
7,415
+6%
增持
DUK
DUKE ENERGY CORP NEW
-$31.3K
7,636
+1%
增持
SPIB
SPDR SER TR
-$27.9K
112,406
+2%
增持
ABBV
ABBVIE INC
+$27.5K
2,113
+2%
增持
SCHH
SCHWAB STRATEGIC TR
-$24.1K
15,440
+4%
增持
HON
HONEYWELL INTL INC
-$23.7K
1,136
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$22.9K
16,629
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$18.0K
3,377
-3%
增持
AGNC
AGNC INVT CORP
-$17.9K
33,907
+4%
增持
—
EXXON MOBIL CORP
+$17.2K
7,671
+2%
增持
—
AEYE INC
+$16.8K
96,107
+586%
减持
FNDA
SCHWAB STRATEGIC TR
-$16.7K
5,899
-0%
减持
SAP
SAP SE
-$16.4K
1,829
-4%
增持
HDB
HDFC BANK LTD
-$16.4K
4,031
+6%
增持
—
ASTRAZENECA PLC
+$15.9K
4,047
+6%
建仓
—
PRECISION BIOSCIENCES INC
+$14.9K
46,179