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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 24
增持 84
减持 38
清仓 4
方向
标的
Δ市值
现股数(环比)
清仓
KDP
KEURIG DR PEPPER INC
-$14.3M
0
-100%
减持
—
BLACKROCK INC
-$11.5M
397
-97%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.8M
28,026
+641%
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
O
REALTY INCOME CORP
-$10.6M
99,961
-68%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$10.6M
125,211
增持
CVX
CHEVRON CORP NEW
+$8.2M
54,254
+2252%
减持
LOW
LOWES COS INC
-$8.0M
31,679
-52%
减持
VLO
VALERO ENERGY CORP
-$7.7M
74,985
-30%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$7.7M
110,479
建仓
VZ
VERIZON COMMUNICATIONS INC
+$7.1M
171,076
建仓
SPGI
S&P GLOBAL INC
+$7.0M
14,380
建仓
UBER
UBER TECHNOLOGIES INC
+$6.7M
90,021
增持
LMT
LOCKHEED MARTIN CORP
+$6.6M
15,348
+1085%
建仓
V
VISA INC
+$6.4M
23,928
建仓
NKE
NIKE INC
+$6.2M
85,333
减持
FTNT
FORTINET INC
-$6.2M
109,749
-41%
建仓
DHR
DANAHER CORPORATION
+$6.1M
24,307
建仓
DLR
DIGITAL RLTY TR INC
+$6.0M
36,854
增持
HD
HOME DEPOT INC
+$5.9M
18,384
+628%
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$5.9M
278,142
建仓
NEE
NEXTERA ENERGY INC
+$5.2M
72,773
减持
ILMN
ILLUMINA INC
-$5.1M
83,621
-30%
减持
SO
SOUTHERN CO
-$4.4M
71,634
-51%
增持
ADBE
ADOBE INC
+$4.4M
40,923
+5%
增持
AAPL
APPLE INC
+$4.3M
58,784
+8%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$4.2M
50,038
减持
DAR
DARLING INGREDIENTS INC
-$4.0M
181,362
-24%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$3.9M
279,989
+15%
清仓
SCHM
SCHWAB STRATEGIC TR
-$3.7M
0
-100%
减持
AMGN
AMGEN INC
+$3.7M
58,922
-0%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$3.7M
108,325
+3164%
增持
EA
ELECTRONIC ARTS INC
+$3.6M
119,845
+10%
减持
OKE
ONEOK INC NEW
-$3.4M
121,647
-30%
增持
ENB
ENBRIDGE INC
+$3.3M
251,168
+52%
减持
—
NXP SEMICONDUCTORS N V
-$3.3M
39,550
-35%
减持
CGNX
COGNEX CORP
-$3.1M
267,223
-36%
增持
MAS
MASCO CORP
+$2.7M
215,811
+19%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.7M
272,682
+21%
增持
PM
PHILIP MORRIS INTL INC
+$2.7M
154,075
+1%
减持
BKNG
BOOKING HOLDINGS INC
-$2.6M
4,242
-23%
增持
—
STERIS PLC
+$2.5M
60,302
+11%
清仓
KVUE
KENVUE INC
-$2.5M
0
-100%
减持
VTV
VANGUARD INDEX FDS
+$2.5M
309,832
-0%
增持
NVS
NOVARTIS AG
+$2.2M
126,477
+1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$2.1M
204,633
+2%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$2.1M
136,359
+3%
增持
PFE
PFIZER INC
+$1.9M
433,257
+5%
增持
AMZN
AMAZON COM INC
+$1.7M
142,376
+4%
增持
JNJ
JOHNSON & JOHNSON
+$1.6M
106,976
+10%
减持
SCHX
SCHWAB STRATEGIC TR
+$1.6M
501,081
-3%
增持
WMT
WALMART INC
+$1.6M
155,885
+0%
增持
NDAQ
NASDAQ INC
+$1.6M
289,016
+9%
增持
MSFT
MICROSOFT CORP
+$1.6M
44,998
+3%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
26,280
+1199%
增持
CMCSA
COMCAST CORP NEW
+$1.5M
207,166
+24%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.4M
30,587
-9%
增持
GSK
GSK PLC
+$1.3M
259,872
+20%
减持
—
LAM RESEARCH CORP
+$1.1M
21,287
-4%
增持
CI
THE CIGNA GROUP
+$1.1M
43,748
+12%
增持
OWL
BLUE OWL CAPITAL INC
+$1.1M
705,176
+12%
增持
AVGO
BROADCOM INC
-$998.8K
94,314
+668%
增持
—
TE CONNECTIVITY LTD
+$996.0K
74,077
+0%
增持
GXO
GXO LOGISTICS INCORPORATED
+$985.6K
103,560
+11%
增持
EMR
EMERSON ELEC CO
+$959.3K
109,916
+3%
增持
CSCO
CISCO SYS INC
+$941.1K
272,490
+13%
减持
FSLR
FIRST SOLAR INC
-$871.3K
44,263
-23%
减持
—
GARMIN LTD
+$856.5K
73,790
-10%
增持
MET
METLIFE INC
+$832.0K
154,155
+1%
减持
IQLT
ISHARES TR
+$831.2K
651,357
-0%
增持
—
SUPER MICRO COMPUTER INC
+$806.1K
9,136
+19%
增持
PEP
PEPSICO INC
+$802.3K
60,957
+11%
增持
HAL
HALLIBURTON CO
+$670.6K
395,183
+19%
减持
QQQ
INVESCO QQQ TR
+$663.0K
37,124
-7%
建仓
RITM
RITHM CAPITAL CORP
+$644.9K
56,079
减持
QCOM
QUALCOMM INC
+$642.5K
87,985
-13%
增持
PG
PROCTER AND GAMBLE CO
+$586.2K
40,545
+2%
增持
COWZ
PACER FDS TR
+$582.8K
388,554
+3%
增持
GPC
GENUINE PARTS CO
+$536.8K
106,967
+7%
增持
VTEB
VANGUARD MUN BD FDS
+$530.0K
295,699
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$510.1K
10,089
+1%
增持
PPL
PPL CORP
+$454.4K
189,090
+3%
增持
MDLZ
MONDELEZ INTL INC
+$448.6K
80,363
+11%
减持
TSLA
TESLA INC
+$447.9K
5,529
-1%
增持
MA
MASTERCARD INCORPORATED
-$424.0K
45,496
+3%
增持
SPTL
SPDR SER TR
+$417.8K
282,704
+1%
增持
CRM
SALESFORCE INC
-$415.4K
49,435
+13%
增持
LPLA
LPL FINL HLDGS INC
-$411.5K
52,640
+6%
增持
CMI
CUMMINS INC
+$408.4K
28,045
+6%
增持
CROX
CROCS INC
+$401.0K
55,698
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$400.6K
86,205
+1%
增持
GOOG
ALPHABET INC
+$382.1K
7,699
+18%
减持
GOOGL
ALPHABET INC
-$351.1K
112,952
-15%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$343.5K
18,238
+6%
减持
DIS
DISNEY WALT CO
-$328.1K
2,383
-50%
减持
TFC
TRUIST FINL CORP
+$315.2K
61,944
-0%
增持
UPS
UNITED PARCEL SERVICE INC
+$282.9K
3,432
+130%
建仓
VYM
VANGUARD WHITEHALL FDS
+$276.8K
2,235
增持
MGY
MAGNOLIA OIL & GAS CORP
+$276.2K
207,446
+4%
增持
LLY
ELI LILLY & CO
+$273.2K
771
+29%
增持
JPM
JPMORGAN CHASE & CO.
+$266.8K
8,234
+8%
建仓
TJX
TJX COS INC NEW
+$262.1K
2,279
建仓
LULU
LULULEMON ATHLETICA INC
+$255.3K
875
增持
META
META PLATFORMS INC
+$250.7K
4,856
+19%
建仓
OXY
OCCIDENTAL PETE CORP
+$241.5K
3,888
建仓
IWM
ISHARES TR
+$234.9K
1,046
建仓
MCD
MCDONALDS CORP
+$233.0K
906
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$228.3K
18,989
+26%
建仓
IVW
ISHARES TR
+$225.7K
2,350
增持
CSGP
COSTAR GROUP INC
+$220.7K
123,954
+23%
建仓
AXP
AMERICAN EXPRESS CO
+$207.3K
831
减持
SCHG
SCHWAB STRATEGIC TR
+$203.5K
69,802
-8%
建仓
—
PINNACLE FINL PARTNERS INC
+$202.7K
2,221
建仓
XLY
SELECT SECTOR SPDR TR
+$202.1K
1,038
建仓
GE
GE AEROSPACE
+$201.6K
1,238
清仓
GBTC
GRAYSCALE BITCOIN TR BTC
-$200.6K
0
-100%
增持
IVV
ISHARES TR
+$197.0K
786
+64%
增持
—
EXXON MOBIL CORP
+$196.0K
15,270
+18%
增持
SPIB
SPDR SER TR
+$187.5K
145,658
+2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$167.4K
61,205
+2%
增持
DUK
DUKE ENERGY CORP NEW
+$167.3K
9,148
+8%
减持
SCHV
SCHWAB STRATEGIC TR
+$162.3K
52,051
-0%
增持
IJH
ISHARES TR
+$157.8K
5,989
+64%
增持
KO
COCA COLA CO
+$153.7K
15,345
+9%
增持
UNH
UNITEDHEALTH GROUP INC
+$139.7K
908
+12%
增持
ORCL
ORACLE CORP
+$138.4K
3,879
+15%
增持
VOO
VANGUARD INDEX FDS
+$133.0K
824
+33%
减持
SCHO
SCHWAB STRATEGIC TR
-$131.1K
31,942
-9%
增持
CCJ
CAMECO CORP
+$126.8K
112,244
+0%
增持
SON
SONOCO PRODS CO
-$124.2K
21,094
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$122.8K
17,196
+12%
增持
AGNC
AGNC INVT CORP
+$121.4K
44,614
+21%
减持
VUG
VANGUARD INDEX FDS
+$119.2K
4,193
-3%
减持
IJR
ISHARES TR
+$114.7K
16,829
-4%
增持
SFST
SOUTHERN FIRST BANCSHARES
+$107.6K
9,983
+19%
减持
LYG
LLOYDS BANKING GROUP PLC
-$107.0K
67,502
-46%
增持
COST
COSTCO WHSL CORP NEW
+$102.3K
530
+11%
减持
—
CRH PLC
-$101.5K
3,186
-27%
增持
MRK
MERCK & CO INC
+$85.4K
2,691
+35%
增持
HON
HONEYWELL INTL INC
+$81.3K
1,411
+22%
增持
FCX
FREEPORT-MCMORAN INC
+$75.6K
214,780
+2%
减持
SLB
SCHLUMBERGER LTD
-$75.3K
6,296
-11%
减持
ABT
ABBOTT LABS
-$67.6K
6,169
-2%
减持
BAC
BANK AMERICA CORP
+$62.5K
13,910
-8%
减持
FNDX
SCHWAB STRATEGIC TR
+$57.7K
17,832
-1%
增持
BP
BP PLC
+$51.4K
19,969
+23%
减持
—
ASML HOLDING N V
-$50.7K
338
-19%
增持
MPC
MARATHON PETE CORP
-$49.8K
1,602
+7%
增持
ABBV
ABBVIE INC
+$49.6K
2,312
+13%
增持
SCHB
SCHWAB STRATEGIC TR
+$49.0K
7,996
+2%
增持
RTX
RTX CORPORATION
+$48.0K
4,040
+10%
