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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 10
增持 80
减持 49
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
ABBV
ABBVIE INC
+$11.8M
62,845
+2618%
清仓
—
TE CONNECTIVITY LTD
-$11.8M
0
-100%
增持
META
META PLATFORMS INC
+$11.5M
23,528
+385%
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。
清仓
ILMN
ILLUMINA INC
-$10.5M
0
-100%
建仓
—
TE CONNECTIVITY PLC
+$9.1M
61,423
清仓
—
SUPER MICRO COMPUTER INC
-$8.0M
0
-100%
减持
LOW
LOWES COS INC
-$6.9M
2,518
-92%
减持
AMGN
AMGEN INC
-$6.9M
39,537
-33%
清仓
DAR
DARLING INGREDIENTS INC
-$6.8M
0
-100%
建仓
PYPL
PAYPAL HLDGS INC
+$6.5M
79,816
建仓
RF
REGIONS FINANCIAL CORP NEW
+$6.4M
279,175
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$6.4M
425,256
增持
SPGI
S&P GLOBAL INC
+$6.3M
25,653
+78%
减持
NVS
NOVARTIS AG
-$5.7M
71,512
-43%
减持
GPC
GENUINE PARTS CO
-$5.2M
74,427
-30%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$4.9M
21,526
-30%
减持
JNJ
JOHNSON & JOHNSON
-$4.6M
71,939
-33%
增持
LPLA
LPL FINL HLDGS INC
+$4.5M
69,731
+32%
清仓
SCHA
SCHWAB STRATEGIC TR
-$4.4M
0
-100%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$4.2M
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$4.2M
18,855
+23%
增持
AVGO
BROADCOM INC
+$4.1M
108,019
+15%
建仓
EEMV
ISHARES INC
+$4.0M
65,325
建仓
RWO
SPDR INDEX SHS FDS
+$4.0M
86,656
建仓
SCHM
SCHWAB STRATEGIC TR
+$3.8M
45,872
增持
DHR
DANAHER CORPORATION
+$3.7M
36,474
+50%
增持
CARR
CARRIER GLOBAL CORPORATION
+$3.7M
138,785
+26%
增持
—
LAM RESEARCH CORP
-$3.6M
232,901
+994%
清仓
DBEU
DBX ETF TR
-$3.6M
0
-100%
增持
AMZN
AMAZON COM INC
+$3.6M
167,822
+18%
增持
MA
MASTERCARD INCORPORATED
+$3.2M
46,770
+3%
增持
CSGP
COSTAR GROUP INC
+$3.1M
166,892
+35%
增持
ADBE
ADOBE INC
-$2.9M
40,961
+0%
减持
BKNG
BOOKING HOLDINGS INC
-$2.8M
3,417
-19%
增持
UBER
UBER TECHNOLOGIES INC
+$2.7M
120,948
+34%
增持
CGNX
COGNEX CORP
-$2.7M
293,782
+10%
增持
CCJ
CAMECO CORP
+$2.7M
166,795
+49%
增持
MSFT
MICROSOFT CORP
+$2.6M
54,793
+22%
增持
CSCO
CISCO SYS INC
+$2.5M
287,979
+6%
增持
OWL
BLUE OWL CAPITAL INC
+$2.3M
738,298
+5%
增持
MGY
MAGNOLIA OIL & GAS CORP
+$2.2M
294,738
+42%
增持
CRM
SALESFORCE INC
+$2.1M
51,281
+4%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$2.0M
155,619
+24%
增持
V
VISA INC
+$1.9M
30,023
+25%
增持
MET
METLIFE INC
+$1.8M
159,441
+3%
减持
VTV
VANGUARD INDEX FDS
+$1.8M
306,188
-1%
增持
—
NXP SEMICONDUCTORS N V
-$1.7M
41,227
+4%
增持
FCX
FREEPORT-MCMORAN INC
+$1.6M
252,436
+18%
增持
ENB
ENBRIDGE INC
+$1.5M
258,734
+3%
增持
OKE
ONEOK INC NEW
+$1.5M
124,750
+3%
增持
NKE
NIKE INC
+$1.5M
92,963
+9%
减持
PM
PHILIP MORRIS INTL INC
+$1.4M
147,394
-4%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.3M
212,520
-22%
增持
CMI
CUMMINS INC
+$1.3M
29,125
+4%
减持
MAS
MASCO CORP
+$1.2M
205,552
-5%
增持
HD
HOME DEPOT INC
+$1.0M
18,814
+2%
增持
CI
THE CIGNA GROUP
+$999.0K
45,745
+5%
减持
NDAQ
NASDAQ INC
+$899.0K
264,851
-8%
增持
VLO
VALERO ENERGY CORP
+$897.1K
86,518
+15%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$882.3K
15,418
-15%
减持
BSX
BOSTON SCIENTIFIC CORP
+$881.4K
194,595
-5%
减持
FTNT
FORTINET INC
+$879.9K
92,217
-16%
增持
FSLR
FIRST SOLAR INC
+$878.0K
47,207
+7%
增持
GSK
GSK PLC
+$873.2K
272,917
+5%
增持
PPL
PPL CORP
+$870.6K
195,288
+3%
增持
PEP
PEPSICO INC
+$865.3K
63,223
+4%
增持
NEE
NEXTERA ENERGY INC
+$862.8K
75,641
+4%
增持
PFE
PFIZER INC
+$847.2K
451,419
+4%
增持
CMCSA
COMCAST CORP NEW
+$813.4K
217,857
+5%
增持
SO
SOUTHERN CO
+$762.2K
73,913
+3%
增持
QCOM
QUALCOMM INC
-$744.0K
103,990
+18%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$734.5K
28,592
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$731.8K
177,351
+4%
增持
O
REALTY INCOME CORP
+$726.8K
102,921
+3%
减持
SCHX
SCHWAB STRATEGIC TR
-$693.9K
480,134
-4%
增持
MDLZ
MONDELEZ INTL INC
+$650.3K
83,612
+4%
增持
IQLT
ISHARES TR
+$567.7K
658,423
+1%
增持
COWZ
PACER FDS TR
+$540.0K
389,756
+0%
增持
CVX
CHEVRON CORP NEW
+$530.0K
60,740
+12%
减持
BJ
BJS WHSL CLUB HLDGS INC
-$515.0K
135,590
-1%
减持
AAPL
APPLE INC
-$512.5K
57,903
-1%
减持
QQQ
INVESCO QQQ TR
-$453.5K
36,445
-2%
增持
CROX
CROCS INC
+$444.1K
59,393
+7%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$439.9K
259,085
-7%
增持
—
GARMIN LTD
-$428.3K
74,962
+2%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$427.9K
115,357
+6%
增持
HAL
HALLIBURTON CO
-$369.8K
455,895
+15%
增持
DOC
HEALTHPEAK PROPERTIES INC
+$364.8K
285,953
+3%
增持
PG
PROCTER AND GAMBLE CO
+$363.7K
42,138
+4%
减持
VO
VANGUARD INDEX FDS
-$344.3K
15,476
-12%
增持
—
STERIS PLC
+$324.4K
61,860
+3%
建仓
VTI
VANGUARD INDEX FDS
+$323.3K
1,136
减持
BP
BP PLC
-$264.1K
13,527
-32%
减持
NVDA
NVIDIA CORPORATION
-$264.0K
23,043
-12%
清仓
LULU
LULULEMON ATHLETICA INC
-$255.3K
0
-100%
建仓
NOC
NORTHROP GRUMMAN CORP
+$243.8K
458
清仓
IWM
ISHARES TR
-$234.9K
0
-100%
建仓
XLK
SELECT SECTOR SPDR TR
+$230.6K
1,001
增持
HUBB
HUBBELL INC
+$225.7K
3,837
+0%
减持
IJR
ISHARES TR
-$222.6K
15,179
-10%
增持
GXO
GXO LOGISTICS INCORPORATED
-$209.3K
109,437
+6%
清仓
—
PINNACLE FINL PARTNERS INC
-$202.7K
0
-100%
清仓
GE
GE AEROSPACE
-$201.6K
0
-100%
增持
EA
ELECTRONIC ARTS INC
-$197.4K
120,914
+1%
减持
ABT
ABBOTT LABS
-$182.4K
3,892
-37%
减持
WMT
WALMART INC
+$179.7K
137,936
-12%
减持
VUG
VANGUARD INDEX FDS
-$148.5K
3,802
-9%
减持
—
EXXON MOBIL CORP
-$144.3K
13,332
-13%
减持
BAC
BANK AMERICA CORP
-$126.8K
12,118
-13%
增持
SPIB
SPDR SER TR
+$123.1K
147,692
+1%
减持
EFAV
ISHARES TR
-$119.8K
20,273
-12%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$118.5K
2,061
+5%
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$118.3K
33,951
+6%
增持
GOOG
ALPHABET INC
-$112.1K
8,071
+5%
减持
SCHO
SCHWAB STRATEGIC TR
-$107.6K
29,574
-7%
增持
DLR
DIGITAL RLTY TR INC
+$106.3K
38,263
+4%
减持
SCHV
SCHWAB STRATEGIC TR
-$103.8K
48,689
-6%
增持
TSLA
TESLA INC
-$83.1K
5,540
+0%
增持
SAP
SAP SE
+$82.7K
1,618
+15%
减持
IVV
ISHARES TR
-$75.0K
640
-19%
增持
UPS
UNITED PARCEL SERVICE INC
+$74.7K
4,363
+27%
减持
FNDX
SCHWAB STRATEGIC TR
-$73.1K
16,344
-8%
减持
MRK
MERCK & CO INC
-$69.0K
2,435
-10%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$68.8K
15,732
-9%
增持
MPC
MARATHON PETE CORP
+$67.0K
2,064
+29%
增持
—
CRH PLC
+$64.3K
3,637
+14%
增持
IJH
ISHARES TR
+$63.7K
7,006
+17%
减持
AGNC
AGNC INVT CORP
-$60.0K
39,701
-11%
增持
—
ASML HOLDING N V
-$57.4K
359
+6%
减持
ORCL
ORACLE CORP
+$55.9K
3,416
-12%
减持
RTX
RTX CORPORATION
+$54.1K
3,816
-6%
增持
SON
SONOCO PRODS CO
+$49.6K
21,106
+0%
增持
GOOGL
ALPHABET INC
-$48.9K
128,044
+13%
增持
DEO
DIAGEO PLC
+$48.4K
1,896
+19%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$47.1K
17,552
-8%
增持
RITM
RITHM CAPITAL CORP
-$46.0K
56,392
+1%
减持
PAYC
PAYCOM SOFTWARE INC
-$44.7K
3,330
-9%
增持
VOO
VANGUARD INDEX FDS
+$39.7K
881
+7%
减持
FNDA
SCHWAB STRATEGIC TR
-$38.8K
5,005
-11%
减持
TJX
TJX COS INC NEW
-$38.5K
1,962
-14%
减持
HON
HONEYWELL INTL INC
-$35.7K
1,276
-10%
增持
UMC
UNITED MICROELECTRONICS CORP
+$34.5K
41,697
+14%
减持
VTEB
VANGUARD MUN BD FDS
+$34.2K
295,382
-0%
减持
VOE
VANGUARD INDEX FDS
-$33.8K
3,696
-10%
减持
UNH
UNITEDHEALTH GROUP INC
+$33.7K
900
-1%
增持
COST
COSTCO WHSL CORP NEW
+$33.7K
533
+1%
减持
OXY
OCCIDENTAL PETE CORP
-$33.3K
3,863
-1%
增持
BX
BLACKSTONE INC
+$32.5K
2,836
+0%
减持
SPTL
SPDR SER TR
+$31.8K
281,922
-0%
增持
HDB
HDFC BANK LTD
+$31.0K
4,780
+14%
