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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 10
增持 83
减持 48
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
FSLR
FIRST SOLAR INC
+$7.2M
57,821
+180%
建仓
CROX
CROCS INC
+$7.2M
55,479
增持
OWL
BLUE OWL CAPITAL INC
+$5.6M
627,923
+49%
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。
增持
HAL
HALLIBURTON CO
+$4.9M
330,733
+36%
减持
UPS
UNITED PARCEL SERVICE INC
-$4.5M
1,495
-95%
减持
AMZN
AMAZON COM INC
+$4.4M
136,412
-5%
清仓
PXF
INVESCO EXCH TRADED FD TR II
-$4.1M
0
-100%
清仓
RWO
SPDR INDEX SHS FDS
-$4.1M
0
-100%
增持
NDAQ
NASDAQ INC
+$4.0M
265,459
+18%
增持
QCOM
QUALCOMM INC
+$3.9M
101,654
+2%
建仓
SCHV
SCHWAB STRATEGIC TR
+$3.9M
52,300
建仓
DBEU
DBX ETF TR
+$3.6M
89,251
增持
GOOGL
ALPHABET INC
+$3.6M
132,521
+5%
减持
AVGO
BROADCOM INC
+$3.5M
12,278
-2%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$3.3M
132,005
+23%
减持
VLO
VALERO ENERGY CORP
+$3.2M
106,763
-12%
增持
CGNX
COGNEX CORP
+$3.1M
416,770
+14%
减持
—
LAM RESEARCH CORP
+$3.1M
22,134
-10%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$3.0M
17,256
+2%
清仓
XPO
XPO INC
-$2.9M
0
-100%
增持
GSK
GSK PLC
+$2.9M
216,450
+44%
增持
MSFT
MICROSOFT CORP
+$2.8M
43,644
+3%
增持
BSX
BOSTON SCIENTIFIC CORP
+$2.7M
201,277
+6%
增持
CMI
CUMMINS INC
+$2.6M
26,379
+19%
增持
MA
MASTERCARD INCORPORATED
+$2.6M
43,994
+3%
增持
CI
THE CIGNA GROUP
+$2.5M
38,904
+9%
增持
LPLA
LPL FINL HLDGS INC
+$2.5M
49,467
+12%
增持
EA
ELECTRONIC ARTS INC
+$2.4M
108,577
+27%
增持
—
NXP SEMICONDUCTORS N V
+$2.3M
60,624
+3%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$2.0M
243,911
+14%
增持
LOW
LOWES COS INC
+$1.9M
66,254
+5%
增持
OKE
ONEOK INC NEW
+$1.8M
172,952
+4%
减持
VTV
VANGUARD INDEX FDS
+$1.8M
311,053
-1%
增持
DAR
DARLING INGREDIENTS INC
+$1.8M
238,949
+24%
减持
COWZ
PACER FDS TR
+$1.7M
377,708
-1%
增持
MGY
MAGNOLIA OIL & GAS CORP
+$1.7M
198,767
+14%
增持
CCJ
CAMECO CORP
+$1.7M
111,734
+21%
增持
FTNT
FORTINET INC
+$1.7M
186,525
+3%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.6M
3,319
-10%
增持
—
STERIS PLC
+$1.6M
54,303
+25%
增持
SPTL
SPDR SER TR
+$1.6M
280,494
+37%
增持
MAS
MASCO CORP
+$1.6M
181,466
+3%
增持
CSGP
COSTAR GROUP INC
+$1.5M
100,442
+7%
减持
EMR
EMERSON ELEC CO
+$1.4M
106,645
-5%
减持
—
SUPER MICRO COMPUTER INC
-$1.4M
7,688
-71%
增持
—
TE CONNECTIVITY LTD
+$1.3M
73,827
+4%
减持
SCHX
SCHWAB STRATEGIC TR
+$1.3M
518,764
-5%
增持
ADBE
ADOBE INC
+$1.2M
38,812
+28%
增持
GXO
GXO LOGISTICS INCORPORATED
+$1.2M
93,017
+55%
增持
VTEB
VANGUARD MUN BD FDS
+$1.2M
288,811
+11%
减持
—
GARMIN LTD
-$1.1M
81,899
-23%
增持
GPC
GENUINE PARTS CO
+$1.1M
100,079
+2%
增持
BKNG
BOOKING HOLDINGS INC
+$1.1M
5,505
+1%
增持
AMGN
AMGEN INC
-$1.1M
59,047
+8%
减持
IQLT
ISHARES TR
+$1.0M
651,923
-1%
增持
CMCSA
COMCAST CORP NEW
+$982.9K
167,601
+28%
增持
KDP
KEURIG DR PEPPER INC
+$973.4K
463,082
+11%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$946.0K
225,804
-11%
增持
SPIB
SPDR SER TR
+$943.0K
143,091
+28%
增持
WMT
WALMART INC
+$899.6K
155,138
+191%
减持
CRM
SALESFORCE INC
+$831.0K
43,698
-7%
增持
O
REALTY INCOME CORP
-$818.0K
311,239
+8%
增持
CSCO
CISCO SYS INC
+$762.6K
241,881
+9%
增持
META
META PLATFORMS INC
+$758.7K
4,067
+7%
减持
NVDA
NVIDIA CORPORATION
+$705.1K
2,023
-6%
增持
ILMN
ILLUMINA INC
+$590.9K
119,310
+6%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$563.7K
33,770
+9%
建仓
FSMB
FIRST TR EXCH TRADED FD III
+$514.7K
26,043
增持
MET
METLIFE INC
+$503.5K
152,599
+3%
增持
PG
PROCTER AND GAMBLE CO
+$472.9K
39,674
+3%
增持
PEP
PEPSICO INC
+$460.1K
54,888
+6%
减持
TSLA
TESLA INC
-$399.0K
5,559
-2%
减持
FCX
FREEPORT-MCMORAN INC
+$365.1K
210,454
-14%
建仓
EFX
EQUIFAX INC
+$363.6K
1,459
减持
SPY
SPDR S&P 500 ETF TR
-$304.4K
10,017
-13%
增持
PM
PHILIP MORRIS INTL INC
+$296.4K
153,117
+10%
建仓
VOO
VANGUARD INDEX FDS
+$294.5K
619
增持
—
EXXON MOBIL CORP
+$285.5K
12,940
+1%
增持
—
BLACKROCK INC
+$282.6K
15,007
+4%
增持
DIS
DISNEY WALT CO
+$276.5K
4,804
+54%
建仓
MRK
MERCK & CO INC
+$252.1K
1,999
增持
MDLZ
MONDELEZ INTL INC
-$250.9K
72,503
+5%
增持
KVUE
KENVUE INC
+$250.3K
129,672
+23%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$234.8K
15,107
+34%
建仓
SFST
SOUTHERN FIRST BANCSHARES
+$225.3K
8,369
减持
SCHO
SCHWAB STRATEGIC TR
-$224.2K
34,996
-11%
清仓
MUB
ISHARES TR
-$216.0K
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$214.6K
0
-100%
清仓
MCD
MCDONALDS CORP
-$208.2K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$207.3K
2,307
-41%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$206.3K
0
-100%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$200.6K
3,195
减持
SCHG
SCHWAB STRATEGIC TR
+$196.2K
76,069
-9%
增持
JPM
JPMORGAN CHASE & CO
+$191.5K
7,635
+1%
减持
QQQ
INVESCO QQQ TR
-$184.2K
39,884
-10%
增持
LLY
ELI LILLY & CO
+$183.5K
596
+39%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$155.1K
3,784
+0%
增持
AAPL
APPLE INC
-$135.4K
54,334
+5%
增持
GOOG
ALPHABET INC
+$132.7K
6,506
+0%
增持
NVS
NOVARTIS AG
-$106.5K
124,888
+12%
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$88.6K
29,951
+7%
减持
UNH
UNITEDHEALTH GROUP INC
-$78.6K
812
-0%
减持
ABT
ABBOTT LABS
-$77.0K
6,292
-9%
减持
MPC
MARATHON PETE CORP
+$76.8K
1,500
-3%
增持
BP
BP PLC
+$69.6K
16,275
+0%
增持
SO
SOUTHERN CO
+$65.5K
147,083
+4%
减持
IJR
ISHARES TR
-$61.3K
17,449
-3%
减持
VO
VANGUARD INDEX FDS
+$61.3K
18,238
-4%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$58.3K
15,413
-10%
减持
CAT
CATERPILLAR INC
+$53.7K
776
-3%
增持
JNJ
JOHNSON & JOHNSON
-$51.7K
97,578
+8%
增持
TFC
TRUIST FINL CORP
+$51.4K
62,028
+4%
增持
SCHB
SCHWAB STRATEGIC TR
+$48.5K
7,874
+2%
建仓
—
SIRIUS XM HOLDINGS INC
+$47.8K
14,300
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$46.3K
1,991
-1%
减持
KO
COCA COLA CO
-$43.6K
14,098
-3%
减持
MDYG
SPDR SER TR
+$43.3K
9,880
-7%
减持
BAC
BANK AMERICA CORP
-$41.1K
15,167
-13%
增持
DFAC
DIMENSIONAL ETF TRUST
+$40.2K
16,879
+0%
减持
IVV
ISHARES TR
-$38.7K
479
-21%
减持
EFAV
ISHARES TR
-$38.2K
24,168
-2%
增持
ENB
ENBRIDGE INC
-$36.6K
164,971
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$32.5K
485
+7%
减持
ET
ENERGY TRANSFER L P
+$29.9K
17,989
-0%
增持
PFE
PFIZER INC
+$25.6K
411,942
+13%
减持
SCHH
SCHWAB STRATEGIC TR
-$25.0K
14,781
-2%
减持
LMT
LOCKHEED MARTIN CORP
-$23.3K
1,295
-2%
减持
FNDX
SCHWAB STRATEGIC TR
-$19.8K
18,033
-7%
增持
BCSF
BAIN CAP SPECIALTY FIN INC
+$19.8K
20,000
+5%
减持
SLYG
SPDR SER TR
+$19.7K
7,862
-0%
清仓
—
PRECISION BIOSCIENCES INC
-$18.4K
0
-100%
增持
SON
SONOCO PRODS CO
-$16.8K
21,082
+0%
增持
EFA
ISHARES TR
+$14.9K
3,734
+1%
减持
VOE
VANGUARD INDEX FDS
-$14.6K
4,046
-6%
减持
SCHE
SCHWAB STRATEGIC TR
+$14.4K
16,906
-2%
增持
BX
BLACKSTONE INC
+$13.4K
2,915
+0%
增持
ABBV
ABBVIE INC
+$12.7K
2,039
+0%
增持
VGIT
VANGUARD SCOTTSDALE FDS
-$11.8K
59,931
+3%
减持
VUG
VANGUARD INDEX FDS
+$11.1K
4,344
-10%
减持
FNDA
SCHWAB STRATEGIC TR
-$10.8K
5,475
-5%
增持
PPL
PPL CORP
+$8.3K
183,059
+5%
减持
SCHM
SCHWAB STRATEGIC TR
+$8.2K
46,954
-5%
增持
DUK
DUKE ENERGY CORP NEW
+$8.1K
8,472
+5%
增持
TLSIW
TRISALUS LIFE SCIENCES INC
+$7.7K
20,973
+70%
减持
FLR
FLUOR CORP NEW
+$7.4K
5,677
-7%
清仓
—
ASENSUS SURGICAL INC
-$7.0K
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
-$4.9K
85,267
-2%
增持
HON
HONEYWELL INTL INC
-$4.6K
1,153
+1%
增持
AGNC
AGNC INVT CORP
-$3.9K
37,009
+5%
增持
—
SEASTAR MEDICAL HOLDING CORP
+$3.4K
12,766
+27%
