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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 14
增持 81
减持 42
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
LRCX
LAM RESEARCH CORP
+$19.7M
244,891
清仓
—
LAM RESEARCH CORP
-$19.3M
0
-100%
建仓
USB
US BANCORP DEL
+$9.1M
187,984
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
PLTR
PALANTIR TECHNOLOGIES INC
-$8.9M
3,371
-98%
增持
HD
HOME DEPOT INC
+$6.1M
33,981
+81%
减持
AMZN
AMAZON COM INC
+$5.7M
162,574
-3%
建仓
HSY
HERSHEY CO
+$5.6M
36,785
减持
AVGO
BROADCOM INC
-$5.1M
63,264
-41%
清仓
EEMV
ISHARES INC
-$4.0M
0
-100%
清仓
RWO
SPDR INDEX SHS FDS
-$4.0M
0
-100%
建仓
SCHA
SCHWAB STRATEGIC TR
+$3.7M
140,400
减持
GPC
GENUINE PARTS CO
-$3.7M
52,818
-29%
减持
SCHV
SCHWAB STRATEGIC TR
-$3.6M
10,640
-78%
减持
GOOGL
ALPHABET INC
+$3.6M
124,120
-3%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$3.5M
213,485
+37%
减持
PM
PHILIP MORRIS INTL INC
-$3.4M
117,473
-20%
减持
OWL
BLUE OWL CAPITAL INC
-$3.3M
491,922
-33%
增持
DHR
DANAHER CORPORATION
+$2.8M
53,029
+45%
减持
—
GARMIN LTD
+$2.8M
70,522
-6%
减持
CSCO
CISCO SYS INC
-$2.8M
210,156
-27%
增持
VLO
VALERO ENERGY CORP
+$2.8M
105,009
+21%
增持
QQQ
INVESCO QQQ TR
+$2.7M
39,694
+9%
减持
—
TE CONNECTIVITY PLC
-$2.7M
43,608
-29%
增持
QCOM
QUALCOMM INC
+$2.6M
123,625
+19%
增持
BSX
BOSTON SCIENTIFIC CORP
+$2.5M
196,112
+1%
增持
NKE
NIKE INC
+$2.4M
141,594
+52%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$2.1M
273,157
+5%
增持
NDAQ
NASDAQ INC
+$2.1M
269,568
+2%
增持
MA
MASTERCARD INCORPORATED
+$2.0M
48,442
+4%
增持
ADBE
ADOBE INC
+$2.0M
51,651
+26%
减持
LPLA
LPL FINL HLDGS INC
+$1.9M
54,459
-22%
增持
HAL
HALLIBURTON CO
+$1.8M
523,390
+15%
增持
MSFT
MICROSOFT CORP
+$1.8M
57,517
+5%
增持
V
VISA INC
+$1.7M
31,403
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$1.6M
12,167
+23%
建仓
SCHD
SCHWAB STRATEGIC TR
+$1.5M
54,729
增持
FSLR
FIRST SOLAR INC
+$1.5M
63,201
+34%
减持
WMT
WALMART INC
+$1.5M
136,998
-1%
增持
CVX
CHEVRON CORP NEW
+$1.5M
65,601
+8%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$1.4M
140,795
+4%
减持
EMR
EMERSON ELEC CO
+$1.3M
115,674
-2%
增持
UBER
UBER TECHNOLOGIES INC
+$1.3M
159,361
+32%
增持
ENB
ENBRIDGE INC
+$1.3M
267,033
+3%
增持
CSGP
COSTAR GROUP INC
+$1.2M
187,869
+13%
增持
AMGN
AMGEN INC
+$1.2M
51,341
+30%
增持
PFE
PFIZER INC
+$1.2M
564,035
+25%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.1M
15,851
+3%
增持
CROX
CROCS INC
+$1.1M
91,647
+54%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
30,140
+31%
减持
VTV
VANGUARD INDEX FDS
-$1.1M
300,602
-2%
增持
CARR
CARRIER GLOBAL CORPORATION
-$1.1M
148,117
+7%
增持
CGNX
COGNEX CORP
+$1.1M
314,609
+7%
增持
TSLA
TESLA INC
+$1.0M
5,563
+0%
增持
META
META PLATFORMS INC
+$944.1K
24,214
+3%
增持
SPGI
S&P GLOBAL INC
+$931.8K
28,512
+11%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$927.2K
428,014
+1%
增持
IQLT
ISHARES TR
-$836.8K
686,429
+4%
增持
DLR
DIGITAL RLTY TR INC
+$835.9K
38,810
+1%
增持
GSK
GSK PLC
+$793.9K
352,260
+29%
建仓
EZBC
FRANKLIN TEMPLETON DIGITAL H
+$752.8K
12,375
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$736.7K
29,430
+3%
增持
MET
METLIFE INC
+$710.6K
163,515
+3%
增持
—
NXP SEMICONDUCTORS N V
+$664.1K
48,704
+18%
增持
SCHX
SCHWAB STRATEGIC TR
-$658.8K
1,355,107
+182%
增持
ABBV
ABBVIE INC
+$638.2K
75,059
+19%
增持
VZ
VERIZON COMMUNICATIONS INC
-$594.6K
186,393
+5%
增持
MGY
MAGNOLIA OIL & GAS CORP
+$563.0K
314,515
+7%
增持
CMCSA
COMCAST CORP NEW
-$558.2K
231,304
+6%
增持
PPL
PPL CORP
+$554.9K
203,755
+4%
增持
RF
REGIONS FINANCIAL CORP NEW
+$534.9K
288,359
+3%
减持
CMI
CUMMINS INC
+$510.3K
27,871
-4%
减持
PYPL
PAYPAL HLDGS INC
+$486.6K
76,283
-4%
增持
JNJ
JOHNSON & JOHNSON
+$465.1K
81,766
+14%
增持
GXO
GXO LOGISTICS INCORPORATED
+$445.2K
136,872
+25%
增持
PAYC
PAYCOM SOFTWARE INC
+$435.0K
4,684
+41%
清仓
BP
BP PLC
-$432.6K
0
-100%
建仓
WMB
WILLIAMS COS INC
+$424.4K
7,176
建仓
GE
GE AEROSPACE
+$420.6K
2,301
减持
CCJ
CAMECO CORP
-$412.9K
155,406
-7%
增持
SCHG
SCHWAB STRATEGIC TR
-$408.4K
243,997
+251%
减持
—
EXXON MOBIL CORP
-$405.0K
10,885
-18%
增持
JPM
JPMORGAN CHASE & CO.
+$398.3K
8,329
+1%
增持
FCX
FREEPORT-MCMORAN INC
-$362.0K
297,725
+18%
清仓
—
BLACKROCK INC
-$360.6K
0
-100%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$355.1K
122,353
+6%
增持
O
REALTY INCOME CORP
-$348.0K
110,098
+7%
建仓
BLK
BLACKROCK INC
+$346.1K
344
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$334.4K
1,581
清仓
—
CRH PLC
-$327.5K
0
-100%
增持
NEE
NEXTERA ENERGY INC
-$312.2K
81,727
+8%
增持
TFC
TRUIST FINL CORP
+$312.1K
61,973
+0%
减持
BKNG
BOOKING HOLDINGS INC
-$308.0K
2,914
-15%
减持
FTNT
FORTINET INC
+$305.0K
81,851
-11%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$302.6K
24,588
+14%
清仓
SHEL
SHELL PLC
-$298.8K
0
-100%
清仓
HDB
HDFC BANK LTD
-$286.7K
0
-100%
减持
GOOG
ALPHABET INC
+$274.3K
8,051
-0%
减持
OKE
ONEOK INC NEW
-$264.9K
106,050
-15%
增持
VOO
VANGUARD INDEX FDS
+$262.8K
1,328
+51%
清仓
—
TORM PLC
-$261.7K
0
-100%
清仓
RIO
RIO TINTO PLC
-$249.1K
0
-100%
增持
EA
ELECTRONIC ARTS INC
+$235.1K
124,052
+3%
增持
—
STERIS PLC
+$229.1K
68,126
+10%
清仓
DIS
DISNEY WALT CO
-$226.7K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$225.6K
0
-100%
建仓
OKLO
OKLO INC
+$217.6K
8,353
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$217.5K
6,478
增持
CI
THE CIGNA GROUP
-$210.3K
55,109
+20%
减持
UMC
UNITED MICROELECTRONICS CORP
-$209.6K
20,147
-52%
清仓
OXY
OCCIDENTAL PETE CORP
-$208.2K
0
-100%
建仓
GEV
GE VERNOVA INC
+$207.5K
517
增持
SPTL
SPDR SER TR
-$192.6K
295,605
+5%
增持
VTEB
VANGUARD MUN BD FDS
+$192.5K
303,732
+3%
增持
NVS
NOVARTIS AG
+$188.5K
86,724
+21%
减持
EFAV
ISHARES TR
-$185.7K
19,018
-6%
增持
PEP
PEPSICO INC
+$176.0K
74,769
+18%
增持
AVXL
ANAVEX LIFE SCIENCES CORP
+$163.9K
37,663
+6%
增持
KO
COCA COLA CO
+$162.6K
18,120
+29%
减持
LLY
ELI LILLY & CO
-$162.3K
742
-3%
减持
CRM
SALESFORCE INC
+$159.8K
45,984
-10%
减持
HUBB
HUBBELL INC
-$154.2K
3,590
-6%
减持
IJH
ISHARES TR
-$149.5K
4,436
-37%
增持
SPIB
SPDR SER TR
+$140.9K
154,334
+4%
增持
SCHM
SCHWAB STRATEGIC TR
-$135.8K
127,427
+178%
增持
SCHO
SCHWAB STRATEGIC TR
-$132.2K
53,936
+82%
增持
MAS
MASCO CORP
-$127.1K
219,120
+7%
增持
SON
SONOCO PRODS CO
-$123.0K
21,120
+0%
减持
ORCL
ORACLE CORP
-$110.3K
3,097
-9%
建仓
SNAP
SNAP INC
+$110.2K
10,150
增持
BAC
BANK AMERICA CORP
+$98.7K
12,588
+4%
减持
UNH
UNITEDHEALTH GROUP INC
-$93.7K
860
-4%
减持
LOW
LOWES COS INC
-$86.1K
2,344
-7%
减持
LYG
LLOYDS BANKING GROUP PLC
-$79.1K
54,259
-29%
减持
IJR
ISHARES TR
-$78.5K
14,111
-7%
增持
SCHB
SCHWAB STRATEGIC TR
+$73.3K
26,306
+227%
增持
PG
PROCTER AND GAMBLE CO
+$73.2K
44,721
+6%
增持
ET
ENERGY TRANSFER L P
+$72.9K
18,033
+0%
增持
SO
SOUTHERN CO
-$71.5K
77,493
+5%
减持
SLB
SCHLUMBERGER LTD
-$65.6K
5,576
-20%
减持
—
ASTRAZENECA PLC
-$62.8K
3,431
-9%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$62.2K
63,282
+4%
增持
RITM
RITHM CAPITAL CORP
+$57.7K
57,849
+3%
减持
UBSI
UNITED BANKSHARES INC WEST V
+$53.4K
26,598
-0%
减持
ABT
ABBOTT LABS
-$45.9K
3,572
-8%
增持
VTI
VANGUARD INDEX FDS
+$43.8K
1,239
+9%
减持
PCT
PURECYCLE TECHNOLOGIES INC
-$42.5K
27,951
-18%
减持
COST
COSTCO WHSL CORP NEW
-$40.0K
471
-12%
增持
DOC
HEALTHPEAK PROPERTIES INC
+$39.9K
301,632
+5%
减持
IVV
ISHARES TR
-$39.6K
552
-14%
减持
MCD
MCDONALDS CORP
-$38.9K
797
-8%
