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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 17
增持 84
减持 44
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
PM
PHILIP MORRIS INTL INC
+$4.6M
139,130
+46%
减持
VTV
VANGUARD INDEX FDS
+$4.2M
315,706
-1%
建仓
RWO
SPDR INDEX SHS FDS
+$4.1M
93,232
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
SCHA
SCHWAB STRATEGIC TR
+$4.1M
87,300
建仓
CCJ
CAMECO CORP
+$4.0M
92,634
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.9M
252,629
+1163%
建仓
SCHM
SCHWAB STRATEGIC TR
+$3.7M
49,636
增持
COWZ
PACER FDS TR
+$3.7M
380,534
+14%
增持
O
REALTY INCOME CORP
+$3.7M
287,107
+7%
建仓
FSLR
FIRST SOLAR INC
+$3.4M
20,634
增持
AMZN
AMAZON COM INC
+$3.2M
143,247
+1%
增持
—
SUPER MICRO COMPUTER INC
+$2.8M
26,803
+34%
增持
MAS
MASCO CORP
+$2.7M
175,909
+1%
减持
QCOM
QUALCOMM INC
+$2.6M
99,647
-2%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$2.6M
213,256
+7%
减持
WMT
WALMART INC
-$2.6M
53,224
-24%
增持
—
BLACKROCK INC
+$2.3M
14,441
+2%
增持
DAR
DARLING INGREDIENTS INC
+$2.3M
192,129
+32%
增持
LOW
LOWES COS INC
+$2.2M
63,238
+10%
减持
SCHX
SCHWAB STRATEGIC TR
+$2.2M
543,846
-3%
减持
—
LAM RESEARCH CORP
+$2.1M
24,625
-7%
增持
FCX
FREEPORT-MCMORAN INC
+$2.0M
244,392
+8%
减持
CRM
SALESFORCE INC
+$2.0M
46,925
-5%
减持
IQLT
ISHARES TR
+$2.0M
657,781
-1%
增持
OWL
BLUE OWL CAPITAL INC
+$1.9M
420,675
+31%
增持
QQQ
INVESCO QQQ TR
+$1.8M
44,320
+0%
增持
ILMN
ILLUMINA INC
+$1.8M
112,247
+19%
增持
NDAQ
NASDAQ INC
+$1.8M
224,908
+2%
清仓
RXO
RXO INC
-$1.8M
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
+$1.7M
5,473
-3%
增持
OKE
ONEOK INC NEW
+$1.6M
166,793
+3%
增持
TFC
TRUIST FINL CORP
+$1.5M
59,534
+126%
减持
—
GARMIN LTD
+$1.5M
106,201
-2%
增持
MET
METLIFE INC
+$1.5M
148,560
+3%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.5M
3,701
-1%
增持
CI
THE CIGNA GROUP
+$1.5M
35,668
+6%
增持
BSX
BOSTON SCIENTIFIC CORP
+$1.5M
190,230
+3%
增持
NVS
NOVARTIS AG
+$1.4M
111,024
+3%
增持
EA
ELECTRONIC ARTS INC
+$1.4M
85,238
+3%
增持
KDP
KEURIG DR PEPPER INC
+$1.4M
418,068
+5%
增持
MA
MASTERCARD INCORPORATED
+$1.3M
42,752
+1%
清仓
VNQ
VANGUARD INDEX FDS
-$1.2M
0
-100%
增持
SO
SOUTHERN CO
+$1.2M
140,916
+2%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.2M
30,903
-5%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.2M
16,871
+5%
增持
ENB
ENBRIDGE INC
+$1.2M
154,162
+7%
减持
AMGN
AMGEN INC
+$1.2M
54,681
-8%
减持
MSFT
MICROSOFT CORP
+$1.1M
42,458
-6%
增持
MDLZ
MONDELEZ INTL INC
+$1.1M
69,090
+9%
增持
PFE
PFIZER INC
+$1.0M
365,955
+24%
增持
SPTL
SPDR SER TR
+$997.4K
204,624
+6%
增持
PPL
PPL CORP
+$991.9K
174,587
+5%
减持
ADBE
ADOBE INC
+$967.9K
30,305
-4%
减持
XPO
XPO INC
-$925.6K
35,213
-30%
减持
UBSI
UNITED BANKSHARES INC WEST V
-$899.3K
26,630
-61%
增持
VTEB
VANGUARD MUN BD FDS
+$896.0K
259,708
+0%
增持
—
TE CONNECTIVITY LTD
+$890.6K
71,308
+2%
增持
PEP
PEPSICO INC
+$877.1K
51,924
+5%
减持
AVGO
BROADCOM INC
+$848.2K
12,508
-16%
增持
VLO
VALERO ENERGY CORP
+$822.9K
121,477
+3%
增持
—
NXP SEMICONDUCTORS N V
+$798.8K
59,017
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$756.4K
11,574
+5%
增持
FTNT
FORTINET INC
+$704.8K
180,463
+4%
增持
JNJ
JOHNSON & JOHNSON
+$661.4K
90,202
+2%
增持
GSK
GSK PLC
+$661.2K
149,818
+4%
增持
CMI
CUMMINS INC
+$581.7K
22,236
+6%
增持
CSGP
COSTAR GROUP INC
+$499.1K
94,170
+4%
增持
KO
COCA COLA CO
+$482.0K
14,574
+97%
增持
—
EXXON MOBIL CORP
+$468.3K
12,787
+67%
增持
UPS
UNITED PARCEL SERVICE INC
+$455.8K
29,569
+7%
减持
VO
VANGUARD INDEX FDS
+$427.6K
18,973
-1%
增持
GXO
GXO LOGISTICS INCORPORATED
+$409.5K
60,156
+5%
增持
—
STERIS PLC
+$382.8K
43,318
+6%
建仓
SLB
SCHLUMBERGER LTD
+$356.0K
7,075
增持
LPLA
LPL FINL HLDGS INC
+$341.8K
44,244
+4%
增持
GPC
GENUINE PARTS CO
-$341.0K
97,673
+1%
增持
HAL
HALLIBURTON CO
-$324.2K
243,993
+6%
增持
CGNX
COGNEX CORP
+$319.9K
365,819
+12%
增持
PG
PROCTER AND GAMBLE CO
+$311.8K
38,401
+3%
建仓
—
TORM PLC
+$270.8K
8,200
增持
EMR
EMERSON ELEC CO
+$249.6K
111,826
+2%
清仓
SBSW
SIBANYE STILLWATER LTD
-$242.4K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$239.9K
11,311
+56%
增持
HUBB
HUBBELL INC
+$239.2K
3,829
+19%
增持
JPM
JPMORGAN CHASE & CO
+$233.1K
7,561
+3%
增持
KVUE
KENVUE INC
+$232.8K
105,030
+3%
建仓
NSC
NORFOLK SOUTHN CORP
+$229.9K
1,001
清仓
VV
VANGUARD INDEX FDS
-$229.6K
0
-100%
减持
IJR
ISHARES TR
+$228.0K
18,032
-1%
建仓
DEO
DIAGEO PLC
+$224.7K
1,571
清仓
VOO
VANGUARD INDEX FDS
-$221.5K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$217.7K
3,768
+12%
建仓
SCZ
ISHARES TR
+$216.0K
3,526
建仓
IJH
ISHARES TR
+$214.9K
785
建仓
SCHP
SCHWAB STRATEGIC TR
+$214.6K
4,129
增持
CMCSA
COMCAST CORP NEW
+$213.3K
131,366
+3%
建仓
GLD
SPDR GOLD TR
+$212.9K
1,133
建仓
PRU
PRUDENTIAL FINL INC
+$212.6K
2,034
建仓
MCD
MCDONALDS CORP
+$208.2K
713
建仓
VZ
VERIZON COMMUNICATIONS INC
+$206.3K
5,144
建仓
USMV
ISHARES TR
+$204.7K
2,609
增持
BP
BP PLC
+$203.0K
16,250
+63%
减持
SPIB
SPDR SER TR
+$163.9K
112,192
-0%
增持
CVX
CHEVRON CORP NEW
+$148.3K
3,885
+46%
增持
HD
HOME DEPOT INC
+$141.2K
2,528
+0%
减持
NVDA
NVIDIA CORPORATION
+$139.0K
2,159
-0%
增持
DUK
DUKE ENERGY CORP NEW
+$135.5K
8,041
+5%
减持
META
META PLATFORMS INC
+$130.3K
3,817
-3%
减持
VGIT
VANGUARD SCOTTSDALE FDS
+$123.5K
58,445
-1%
减持
BAC
BANK AMERICA CORP
+$114.7K
17,342
-5%
减持
AAPL
APPLE INC
+$112.2K
51,984
-3%
减持
SCHG
SCHWAB STRATEGIC TR
-$109.3K
83,743
-11%
减持
FNDX
SCHWAB STRATEGIC TR
+$106.2K
19,474
-2%
减持
ABT
ABBOTT LABS
+$103.4K
6,924
-1%
增持
CSCO
CISCO SYS INC
-$101.4K
222,310
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$98.5K
17,210
+3%
减持
VUG
VANGUARD INDEX FDS
+$89.6K
4,849
-4%
减持
SCHO
SCHWAB STRATEGIC TR
-$82.5K
39,230
-5%
减持
SHW
SHERWIN WILLIAMS CO
+$82.5K
2,002
-1%
减持
MDYG
SPDR SER TR
-$81.6K
10,669
-17%
增持
TSLA
TESLA INC
-$79.5K
5,696
+2%
减持
LMT
LOCKHEED MARTIN CORP
+$74.4K
1,328
-0%
增持
IVV
ISHARES TR
+$71.8K
604
+21%
增持
RTX
RTX CORPORATION
+$70.4K
3,681
+5%
减持
SON
SONOCO PRODS CO
+$64.3K
21,071
-3%
减持
VOE
VANGUARD INDEX FDS
+$60.4K
4,313
-2%
减持
SLYG
SPDR SER TR
-$60.0K
7,887
-19%
增持
SCHB
SCHWAB STRATEGIC TR
+$57.4K
7,684
+4%
增持
SHEL
SHELL PLC
+$54.0K
4,179
+25%
增持
MGY
MAGNOLIA OIL & GAS CORP
-$53.7K
174,091
+3%
增持
—
ASML HOLDING N V
+$52.4K
415
+0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$51.2K
16,844
+0%
增持
BX
BLACKSTONE INC
+$50.3K
2,914
+0%
减持
PXF
INVESCO EXCH TRADED FD TR II
+$48.8K
86,959
-8%
增持
AGNC
AGNC INVT CORP
+$48.7K
35,286
+4%
增持
LYG
LLOYDS BANKING GROUP PLC
+$48.3K
124,368
+1%
减持
COST
COSTCO WHSL CORP NEW
+$46.8K
476
-1%
增持
AVXL
ANAVEX LIFE SCIENCES CORP
+$45.1K
35,663
+16%
减持
SCHH
SCHWAB STRATEGIC TR
+$43.4K
15,102
-2%
增持
BCSF
BAIN CAP SPECIALTY FIN INC
+$41.5K
19,000
+12%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$39.1K
2,010
+0%
增持
HDB
HDFC BANK LTD
+$37.6K
4,196
+4%
减持
UMC
UNITED MICROELECTRONICS CORP
+$34.2K
36,469
-2%
减持
FNDA
SCHWAB STRATEGIC TR
+$32.1K
5,763
-2%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$32.0K
107,155
+4%
增持
PCT
PURECYCLE TECHNOLOGIES INC
-$31.1K
27,951
+25%
减持
—
CRH PLC
-$30.0K
4,370
-25%
减持
SAP
SAP SE
-$24.5K
1,409
-23%
减持
LLY
ELI LILLY & CO
+$23.9K
430
-1%
增持
SCHE
SCHWAB STRATEGIC TR
+$23.9K
17,176
+4%
