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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 19
增持 74
减持 42
清仓 15
方向
标的
Δ市值
现股数(环比)
清仓
NVS
NOVARTIS AG
-$8.5M
0
-100%
增持
MRK
MERCK & CO INC
+$8.1M
104,952
+4240%
清仓
—
TE CONNECTIVITY PLC
-$6.4M
0
-100%
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
SPY
SPDR S&P 500 ETF TR
-$6.0M
2,324
-81%
增持
EOG
EOG RES INC
+$5.9M
56,199
+3008%
建仓
BDX
BECTON DICKINSON & CO
+$5.6M
27,966
减持
QQQ
INVESCO QQQ TR
-$5.4M
33,777
-15%
减持
EA
ELECTRONIC ARTS INC
-$5.1M
87,329
-30%
增持
KO
COCA COLA CO
+$5.0M
86,321
+376%
增持
AMZN
AMAZON COM INC
-$4.9M
172,057
+6%
减持
VTV
VANGUARD INDEX FDS
-$4.8M
295,108
-2%
减持
MET
METLIFE INC
-$4.5M
135,091
-17%
减持
SCHX
SCHWAB STRATEGIC TR
-$4.2M
1,323,973
-2%
减持
ADBE
ADOBE INC
-$4.2M
51,229
-1%
减持
SCHG
SCHWAB STRATEGIC TR
-$4.1M
115,229
-53%
清仓
SCHA
SCHWAB STRATEGIC TR
-$3.7M
0
-100%
清仓
SCHM
SCHWAB STRATEGIC TR
-$3.7M
0
-100%
增持
HSY
HERSHEY CO
+$3.6M
55,623
+51%
建仓
IXUS
ISHARES TR
+$3.5M
51,541
建仓
PXF
INVESCO EXCH TRADED FD TR II
+$3.5M
69,019
减持
COWZ
PACER FDS TR
-$3.4M
384,991
-0%
增持
GOOGL
ALPHABET INC
-$3.3M
133,996
+8%
建仓
DBEU
DBX ETF TR
+$3.0M
73,171
减持
—
NXP SEMICONDUCTORS N V
-$2.6M
46,642
-4%
增持
VLO
VALERO ENERGY CORP
-$2.6M
110,402
+5%
增持
OKE
ONEOK INC NEW
+$2.6M
170,959
+61%
减持
BSX
BOSTON SCIENTIFIC CORP
-$2.2M
183,256
-7%
增持
LRCX
LAM RESEARCH CORP
-$2.1M
259,569
+6%
减持
USB
US BANCORP DEL
-$2.1M
184,097
-2%
增持
CRM
SALESFORCE INC
-$2.0M
50,706
+10%
增持
LPLA
LPL FINL HLDGS INC
-$2.0M
54,658
+0%
减持
CI
THE CIGNA GROUP
+$1.9M
53,276
-3%
增持
CGNX
COGNEX CORP
-$1.9M
440,882
+40%
增持
EMR
EMERSON ELEC CO
-$1.8M
124,968
+8%
增持
—
STERIS PLC
+$1.8M
72,692
+7%
增持
VTI
VANGUARD INDEX FDS
+$1.7M
8,041
+549%
增持
PFE
PFIZER INC
-$1.7M
598,475
+6%
增持
CMI
CUMMINS INC
-$1.7M
29,888
+7%
清仓
SCHD
SCHWAB STRATEGIC TR
-$1.5M
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$1.5M
169,185
+6%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$1.5M
450,031
+5%
增持
MGY
MAGNOLIA OIL & GAS CORP
-$1.5M
336,917
+7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.4M
198,365
+6%
增持
—
GARMIN LTD
-$1.4M
72,814
+3%
增持
CSGP
COSTAR GROUP INC
+$1.3M
196,388
+5%
增持
MAS
MASCO CORP
-$1.3M
255,269
+16%
增持
OWL
BLUE OWL CAPITAL INC
-$1.3M
624,508
+27%
增持
CVX
CHEVRON CORP NEW
-$1.3M
68,678
+5%
增持
NDAQ
NASDAQ INC
-$1.2M
279,815
+4%
增持
AAPL
APPLE INC
-$1.2M
61,056
+5%
增持
RF
REGIONS FINANCIAL CORP NEW
-$1.2M
304,011
+5%
增持
PYPL
PAYPAL HLDGS INC
-$1.2M
92,691
+22%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$1.1M
232,411
+9%
增持
NKE
NIKE INC
-$1.1M
164,067
+16%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$1.1M
267,509
-2%
增持
MDLZ
MONDELEZ INTL INC
+$1.1M
104,918
+2%
增持
META
META PLATFORMS INC
+$921.7K
28,992
+20%
增持
DLR
DIGITAL RLTY TR INC
-$851.6K
41,858
+8%
减持
ABBV
ABBVIE INC
-$848.3K
68,717
-8%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$829.7K
4,491
增持
JNJ
JOHNSON & JOHNSON
+$808.7K
84,564
+3%
增持
AVGO
BROADCOM INC
-$805.6K
78,135
+24%
增持
LMT
LOCKHEED MARTIN CORP
+$792.9K
25,726
+10%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$784.0K
1
减持
TFC
TRUIST FINL CORP
-$764.3K
61,845
-0%
增持
MSFT
MICROSOFT CORP
+$748.4K
65,453
+14%
增持
DHR
DANAHER CORPORATION
+$737.4K
70,881
+34%
增持
SO
SOUTHERN CO
+$730.5K
80,483
+4%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$724.1K
22,924
-7%
建仓
AVEM
AMERICAN CENTY ETF TR
+$719.0K
12,507
增持
TSLA
TESLA INC
-$708.1K
6,597
+19%
减持
VO
VANGUARD INDEX FDS
-$638.3K
14,021
-5%
增持
FCX
FREEPORT-MCMORAN INC
+$632.2K
378,014
+27%
增持
MA
MASTERCARD INCORPORATED
-$620.5K
48,645
+0%
增持
PG
PROCTER AND GAMBLE CO
+$618.0K
46,875
+5%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$604.4K
13,443
-15%
增持
BKNG
BOOKING HOLDINGS INC
-$577.3K
3,005
+3%
清仓
FBNC
FIRST BANCORP N C
-$573.6K
0
-100%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$557.7K
11,068
建仓
MINT
PIMCO ETF TR
+$553.9K
5,531
减持
PM
PHILIP MORRIS INTL INC
+$552.5K
96,407
-18%
增持
VTEB
VANGUARD MUN BD FDS
-$548.6K
303,756
+0%
减持
ENB
ENBRIDGE INC
-$536.6K
262,467
-2%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$528.8K
10,675
减持
BJ
BJS WHSL CLUB HLDGS INC
-$509.6K
109,688
-22%
增持
GXO
GXO LOGISTICS INCORPORATED
-$508.1K
160,801
+17%
增持
DOC
HEALTHPEAK PROPERTIES INC
-$484.2K
318,488
+6%
增持
O
REALTY INCOME CORP
+$435.4K
116,787
+6%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$431.7K
10,986
-37%
增持
GSK
GSK PLC
+$428.0K
352,311
+0%
增持
HAL
HALLIBURTON CO
-$425.1K
722,558
+38%
建仓
VXUS
VANGUARD STAR FDS
+$398.7K
6,641
增持
PEP
PEPSICO INC
+$394.4K
79,478
+6%
增持
SPGI
S&P GLOBAL INC
-$382.7K
29,940
+5%
清仓
AGNC
AGNC INVT CORP
-$381.5K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$374.5K
26,991
-8%
增持
NVDA
NVIDIA CORPORATION
-$372.8K
34,056
+13%
增持
NEE
NEXTERA ENERGY INC
+$371.8K
93,524
+14%
减持
WMT
WALMART INC
-$371.0K
131,730
-4%
减持
IJR
ISHARES TR
-$355.6K
13,724
-3%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$343.3K
9,399
增持
CMCSA
COMCAST CORP NEW
+$341.9K
261,062
+13%
增持
CCJ
CAMECO CORP
-$331.2K
188,355
+21%
增持
FTNT
FORTINET INC
+$320.4K
82,198
+0%
建仓
SNX
TD SYNNEX CORPORATION
+$295.5K
2,898
建仓
SDY
SPDR SER TR
+$289.0K
2,257
增持
GOOG
ALPHABET INC
-$288.9K
8,165
+1%
增持
CARR
CARRIER GLOBAL CORPORATION
-$287.3K
169,263
+14%
清仓
SCHV
SCHWAB STRATEGIC TR
-$286.0K
0
-100%
减持
FNDX
SCHWAB STRATEGIC TR
-$280.9K
40,064
-16%
减持
VUG
VANGUARD INDEX FDS
-$267.8K
3,390
-5%
清仓
FLR
FLUOR CORP NEW
-$260.9K
0
-100%
增持
MCD
MCDONALDS CORP
+$250.0K
1,529
+92%
减持
JPM
JPMORGAN CHASE & CO.
-$239.1K
8,126
-2%
清仓
IVW
ISHARES TR
-$225.9K
0
-100%
增持
HD
HOME DEPOT INC
-$224.7K
38,678
+14%
清仓
XLK
SELECT SECTOR SPDR TR
-$222.5K
0
-100%
建仓
BN
BROOKFIELD CORP
+$219.9K
4,525
清仓
OKLO
OKLO INC
-$217.6K
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$217.5K
0
-100%
减持
PPL
PPL CORP
+$216.0K
201,233
-1%
建仓
PNC
PNC FINL SVCS GROUP INC
+$214.2K
1,409
清仓
GEV
GE VERNOVA INC
-$207.5K
0
-100%
减持
V
VISA INC
-$205.0K
29,490
-6%
建仓
HDB
HDFC BANK LTD
+$203.6K
3,017
减持
AMGN
AMGEN INC
-$192.4K
48,178
-6%
增持
CROX
CROCS INC
-$186.2K
96,972
+6%
减持
BAC
BANK AMERICA CORP
-$185.2K
11,141
-11%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$168.3K
12,500
增持
GPC
GENUINE PARTS CO
+$159.5K
55,701
+5%
减持
VOE
VANGUARD INDEX FDS
-$149.6K
2,964
-17%
减持
UPS
UNITED PARCEL SERVICE INC
-$145.6K
4,330
-1%
增持
MDYG
SPDR SER TR
-$139.1K
9,272
+0%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$135.8K
138,704
+13%
增持
BX
BLACKSTONE INC
-$134.1K
2,546
+0%
减持
VOO
VANGUARD INDEX FDS
-$132.7K
1,217
-8%
减持
—
EXXON MOBIL CORP
-$123.5K
10,657
-2%
增持
CSCO
CISCO SYS INC
-$122.9K
218,643
+4%
增持
QCOM
QUALCOMM INC
-$119.4K
145,238
+17%
增持
—
ASML HOLDING N V
+$112.2K
654
+52%
减持
IQLT
ISHARES TR
+$111.7K
669,902
-2%
清仓
SNAP
SNAP INC
-$110.2K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$108.9K
13,980
-15%
减持
LOW
LOWES COS INC
-$101.5K
2,316
-1%
增持
SON
SONOCO PRODS CO
-$91.9K
21,135
+0%
增持
GLD
SPDR GOLD TR
+$87.5K
1,229
+10%
建仓
SGHT
SIGHT SCIENCES INC
+$85.4K
35,895
减持
FNDA
SCHWAB STRATEGIC TR
-$85.4K
8,121
-14%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$84.7K
2,668
+69%
减持
SCHE
SCHWAB STRATEGIC TR
-$79.0K
12,196
-19%
