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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 18
增持 89
减持 33
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
ORCL
ORACLE CORP
+$10.4M
45,941
+1219%
增持
MSFT
MICROSOFT CORP
+$9.5M
69,306
+6%
增持
AMZN
AMAZON COM INC
+$8.1M
179,171
+4%
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
META
META PLATFORMS INC
+$6.5M
30,423
+5%
减持
LRCX
LAM RESEARCH CORP
+$5.8M
233,152
-10%
增持
EMR
EMERSON ELEC CO
+$5.6M
129,856
+4%
增持
NDAQ
NASDAQ INC
+$5.4M
283,172
+1%
增持
PYPL
PAYPAL HLDGS INC
+$5.2M
146,726
+58%
增持
CGNX
COGNEX CORP
+$5.0M
466,276
+6%
增持
VLO
VALERO ENERGY CORP
+$5.0M
115,293
+4%
减持
VTV
VANGUARD INDEX FDS
+$4.8M
294,840
-0%
增持
NKE
NIKE INC
+$4.7M
185,142
+13%
增持
GOOGL
ALPHABET INC
+$4.6M
145,079
+8%
减持
SCHX
SCHWAB STRATEGIC TR
+$4.4M
1,308,401
-1%
增持
LPLA
LPL FINL HLDGS INC
+$4.2M
55,647
+2%
增持
QCOM
QUALCOMM INC
+$4.0M
151,925
+5%
减持
FCX
FREEPORT-MCMORAN INC
+$3.9M
362,902
-4%
建仓
SCHC
SCHWAB STRATEGIC TR
+$3.9M
91,275
建仓
EEMV
ISHARES INC
+$3.8M
61,188
建仓
VIGI
VANGUARD WHITEHALL FDS
+$3.8M
42,268
减持
FSLR
FIRST SOLAR INC
+$3.5M
94,400
-2%
减持
QQQ
INVESCO QQQ TR
+$3.4M
33,694
-0%
增持
PFE
PFIZER INC
+$3.4M
644,591
+8%
增持
MA
MASTERCARD INCORPORATED
+$3.2M
49,586
+2%
增持
CARR
CARRIER GLOBAL CORPORATION
+$3.2M
174,616
+3%
增持
CRM
SALESFORCE INC
+$3.1M
59,099
+17%
增持
HAL
HALLIBURTON CO
+$3.0M
828,905
+15%
增持
COWZ
PACER FDS TR
+$3.0M
392,627
+2%
增持
CSCO
CISCO SYS INC
+$3.0M
223,674
+2%
减持
BKNG
BOOKING HOLDINGS INC
+$2.9M
2,948
-2%
增持
—
GARMIN LTD
+$2.9M
76,987
+6%
减持
AVGO
BROADCOM INC
+$2.9M
61,555
-21%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$2.7M
49,975
增持
SPGI
S&P GLOBAL INC
+$2.6M
31,323
+5%
增持
DHR
DANAHER CORPORATION
+$2.6M
79,280
+12%
减持
GXO
GXO LOGISTICS INCORPORATED
+$2.6M
160,258
-0%
减持
IQLT
ISHARES TR
+$2.5M
660,653
-1%
增持
ABBV
ABBVIE INC
+$2.5M
76,253
+11%
增持
PM
PHILIP MORRIS INTL INC
+$2.4M
96,913
+1%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$2.4M
239,415
+3%
减持
CCJ
CAMECO CORP
+$2.3M
140,296
-26%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$2.3M
462,857
+3%
减持
UBER
UBER TECHNOLOGIES INC
+$2.2M
149,106
-12%
减持
SPTL
SPDR SERIES TRUST
-$2.2M
214,338
-28%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$2.1M
224,737
+1572%
增持
CMI
CUMMINS INC
+$2.1M
31,826
+6%
增持
OWL
BLUE OWL CAPITAL INC
+$2.1M
654,566
+5%
增持
RF
REGIONS FINANCIAL CORP NEW
+$2.0M
315,402
+4%
增持
CVX
CHEVRON CORP NEW
+$2.0M
73,916
+8%
增持
GSK
GSK PLC
+$2.0M
363,694
+3%
增持
AMGN
AMGEN INC
+$1.9M
52,956
+10%
增持
HD
HOME DEPOT INC
+$1.9M
42,016
+9%
增持
BSX
BOSTON SCIENTIFIC CORP
+$1.8M
183,985
+0%
增持
CSGP
COSTAR GROUP INC
+$1.8M
200,713
+2%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$1.7M
264,959
-1%
增持
CROX
CROCS INC
+$1.7M
101,700
+5%
减持
CMCSA
COMCAST CORP NEW
-$1.7M
200,341
-23%
增持
ADBE
ADOBE INC
+$1.6M
52,757
+3%
增持
MGY
MAGNOLIA OIL & GAS CORP
+$1.6M
363,030
+8%
增持
OKE
ONEOK INC NEW
+$1.5M
192,997
+13%
增持
AAPL
APPLE INC
+$1.5M
64,511
+6%
增持
MRK
MERCK & CO INC
+$1.5M
117,453
+12%
增持
EA
ELECTRONIC ARTS INC
+$1.5M
91,328
+5%
增持
—
STERIS PLC
+$1.4M
75,383
+4%
增持
DOC
HEALTHPEAK PROPERTIES INC
+$1.3M
389,384
+22%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.3M
146,508
+6%
增持
DLR
DIGITAL RLTY TR INC
+$1.3M
42,931
+3%
减持
—
NXP SEMICONDUCTORS N V
+$1.3M
39,642
-15%
增持
BDX
BECTON DICKINSON & CO
+$1.2M
39,274
+40%
减持
NVDA
NVIDIA CORPORATION
+$1.2M
30,693
-10%
减持
MAS
MASCO CORP
-$1.2M
218,906
-14%
增持
MET
METLIFE INC
+$1.1M
137,966
+2%
增持
PEP
PEPSICO INC
+$1.1M
93,666
+18%
增持
NEE
NEXTERA ENERGY INC
+$1.1M
98,683
+6%
减持
USB
US BANCORP DEL
+$1.1M
170,862
-7%
增持
EOG
EOG RES INC
+$1.1M
59,134
+5%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.0M
25,364
+11%
增持
V
VISA INC
+$1.0M
30,383
+3%
增持
FTNT
FORTINET INC
+$916.9K
83,141
+1%
增持
JNJ
JOHNSON & JOHNSON
+$876.3K
87,709
+4%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$822.7K
127,366
+16%
增持
GPC
GENUINE PARTS CO
+$808.4K
57,708
+4%
增持
HSY
HERSHEY CO
+$752.3K
61,539
+11%
增持
WMT
WALMART INC
+$742.7K
133,946
+2%
清仓
AVEM
AMERICAN CENTY ETF TR
-$719.0K
0
-100%
增持
TFC
TRUIST FINL CORP
+$615.1K
62,087
+0%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$557.7K
0
-100%
清仓
MINT
PIMCO ETF TR
-$553.9K
0
-100%
增持
CI
THE CIGNA GROUP
+$541.7K
58,535
+10%
增持
DBEU
DBX ETF TR
+$524.6K
78,342
+7%
减持
VO
VANGUARD INDEX FDS
+$516.7K
13,880
-1%
建仓
OKLO
OKLO INC
+$477.4K
8,853
增持
O
REALTY INCOME CORP
+$457.5K
121,337
+4%
增持
SO
SOUTHERN CO
+$451.2K
83,551
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$431.1K
8,301
+2%
增持
IJH
ISHARES TR
+$407.4K
10,186
+130%
增持
SPY
SPDR S&P 500 ETF TR
+$406.4K
2,640
+14%
增持
LMT
LOCKHEED MARTIN CORP
+$403.5K
27,255
+6%
清仓
VXUS
VANGUARD STAR FDS
-$398.7K
0
-100%
减持
PXF
INVESCO EXCH TRADED FD TR II
+$397.6K
66,378
-4%
减持
VUG
VANGUARD INDEX FDS
-$379.3K
1,902
-44%
减持
IXUS
ISHARES TR
+$374.9K
49,554
-4%
增持
VTI
VANGUARD INDEX FDS
+$373.8K
8,060
+0%
减持
FNDX
SCHWAB STRATEGIC TR
-$369.4K
20,659
-48%
增持
KO
COCA COLA CO
-$346.4K
110,160
+28%
清仓
DFAU
DIMENSIONAL ETF TRUST
-$343.3K
0
-100%
清仓
SCHE
SCHWAB STRATEGIC TR
-$321.5K
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$319.4K
305,192
+0%
减持
SCHG
SCHWAB STRATEGIC TR
+$315.3K
106,054
-8%
清仓
SDY
SPDR SER TR
-$289.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$278.9K
28,956
+7%
增持
VOO
VANGUARD INDEX FDS
+$263.3K
1,500
+23%
建仓
IEFA
ISHARES TR
+$250.1K
2,982
建仓
VB
VANGUARD INDEX FDS
+$249.3K
1,024
建仓
BND
VANGUARD BD INDEX FDS
+$242.9K
3,324
增持
UNH
UNITEDHEALTH GROUP INC
-$239.3K
809
+0%
清仓
FNDF
SCHWAB STRATEGIC TR
-$230.7K
0
-100%
建仓
DIS
DISNEY WALT CO
+$230.5K
1,911
建仓
IDV
ISHARES TR
+$228.7K
6,507
减持
PCT
PURECYCLE TECHNOLOGIES INC
+$226.9K
29,045
-17%
建仓
—
PINNACLE FINL PARTNERS INC
+$222.4K
1,875
减持
TSLA
TESLA INC
+$221.7K
6,375
-3%
建仓
FLR
FLUOR CORP NEW
+$215.7K
4,177
清仓
SCHH
SCHWAB STRATEGIC TR
-$213.2K
0
-100%
建仓
VGT
VANGUARD WORLD FD
+$210.7K
311
减持
VEA
VANGUARD TAX-MANAGED FDS
-$209.1K
8,405
-40%
减持
VOE
VANGUARD INDEX FDS
-$208.6K
1,409
-52%
建仓
IBN
ICICI BANK LIMITED
+$207.6K
6,152
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$206.7K
6,480
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$205.8K
3,292
+10%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$204.8K
2,691
+1%
清仓
FNDA
SCHWAB STRATEGIC TR
-$204.2K
0
-100%
减持
IJR
ISHARES TR
+$202.7K
13,387
-2%
建仓
IVW
ISHARES TR
+$202.6K
1,827
建仓
INTC
INTEL CORP
+$201.9K
8,612
减持
HUBB
HUBBELL INC
+$201.1K
3,519
-2%
增持
MDLZ
MONDELEZ INTL INC
+$197.6K
108,187
+3%
增持
GE
GE AEROSPACE
+$164.3K
2,298
+2%
增持
BAC
BANK AMERICA CORP
+$137.6K
11,488
+3%
增持
PG
PROCTER AND GAMBLE CO
+$134.0K
50,521
+8%
增持
RITM
RITHM CAPITAL CORP
+$132.1K
60,618
+2%
增持
—
EXXON MOBIL CORP
+$129.8K
10,799
+1%
增持
PPL
PPL CORP
-$127.5K
203,297
+1%
建仓
HUN
HUNTSMAN CORP
+$127.4K
11,000
增持
MDYG
SPDR SERIES TRUST
+$121.3K
9,274
+0%
增持
MPC
MARATHON PETE CORP
+$112.8K
1,980
+1%
增持
SCHB
SCHWAB STRATEGIC TR
+$112.5K
28,669
+2%
减持
UBSI
UNITED BANKSHARES INC WEST V
+$104.8K
24,959
-6%
减持
GOOG
ALPHABET INC
+$103.8K
7,910
-3%
增持
CAT
CATERPILLAR INC
+$98.1K
870
+1%
