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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 26
增持 92
减持 24
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$15.2M
54,397
+2905%
建仓
C
CITIGROUP INC
+$13.5M
138,084
清仓
CROX
CROCS INC
-$10.7M
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。
增持
EA
ELECTRONIC ARTS INC
+$4.9M
93,972
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$4.7M
9,533
+261%
减持
FSLR
FIRST SOLAR INC
-$4.7M
47,654
-50%
减持
LRCX
LAM RESEARCH CORP
+$4.2M
188,306
-19%
增持
SCHG
SCHWAB STRATEGIC TR
+$4.1M
224,684
+112%
增持
ABBV
ABBVIE INC
+$4.1M
79,462
+4%
建仓
SCHA
SCHWAB STRATEGIC TR
+$3.9M
139,467
清仓
IXUS
ISHARES TR
-$3.9M
0
-100%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$3.8M
0
-100%
增持
DHR
DANAHER CORPORATION
+$3.8M
91,656
+16%
增持
AAPL
APPLE INC
+$3.6M
66,647
+3%
清仓
DBEU
DBX ETF TR
-$3.5M
0
-100%
减持
CI
THE CIGNA GROUP
-$3.5M
47,020
-20%
增持
—
GARMIN LTD
+$3.5M
78,599
+2%
增持
JNJ
JOHNSON & JOHNSON
+$3.4M
90,706
+3%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$3.3M
230,015
+2%
减持
GOOGL
ALPHABET INC
+$3.2M
117,425
-19%
减持
CMI
CUMMINS INC
+$3.1M
31,780
-0%
建仓
RSG
REPUBLIC SVCS INC
+$2.9M
12,932
增持
PFE
PFIZER INC
+$2.8M
705,258
+9%
增持
HSY
HERSHEY CO
+$2.7M
65,039
+6%
增持
QCOM
QUALCOMM INC
+$2.7M
159,190
+5%
增持
LMT
LOCKHEED MARTIN CORP
+$2.5M
30,055
+10%
减持
VTV
VANGUARD INDEX FDS
+$2.5M
293,726
-0%
增持
GSK
GSK PLC
+$2.5M
385,472
+6%
增持
ENB
ENBRIDGE INC
+$2.2M
271,733
+4%
增持
MA
MASTERCARD INCORPORATED
+$2.1M
51,934
+5%
增持
AMGN
AMGEN INC
+$2.1M
59,661
+13%
增持
ADBE
ADOBE INC
+$2.0M
62,588
+19%
增持
—
STERIS PLC
+$2.0M
80,029
+6%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$2.0M
273,463
+3%
增持
HD
HOME DEPOT INC
+$1.9M
44,340
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.9M
31,649
+9%
增持
OKE
ONEOK INC NEW
+$1.9M
240,498
+25%
增持
MRK
MERCK & CO INC
+$1.8M
130,232
+11%
减持
CGNX
COGNEX CORP
+$1.8M
373,861
-20%
增持
LPLA
LPL FINL HLDGS INC
-$1.7M
61,831
+11%
增持
WMT
WALMART INC
+$1.6M
142,630
+6%
减持
CCJ
CAMECO CORP
+$1.5M
137,300
-2%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.5M
33,857
+33%
增持
KO
COCA COLA CO
+$1.5M
142,699
+30%
增持
NEE
NEXTERA ENERGY INC
+$1.5M
109,114
+11%
增持
MSFT
MICROSOFT CORP
+$1.5M
70,289
+1%
减持
SCHX
SCHWAB STRATEGIC TR
+$1.5M
1,276,776
-2%
增持
CRM
SALESFORCE INC
+$1.4M
72,608
+23%
减持
QQQ
INVESCO QQQ TR
+$1.3M
33,310
-1%
增持
FCX
FREEPORT-MCMORAN INC
-$1.3M
383,488
+6%
增持
PEP
PEPSICO INC
+$1.3M
98,065
+5%
减持
META
META PLATFORMS INC
-$1.2M
29,695
-2%
增持
MAS
MASCO CORP
+$1.2M
224,782
+3%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$1.2M
266,198
+11%
增持
GPC
GENUINE PARTS CO
+$1.1M
59,727
+3%
减持
IQLT
ISHARES TR
+$1.1M
658,872
-0%
增持
MET
METLIFE INC
+$1.1M
144,390
+5%
减持
HAL
HALLIBURTON CO
+$1.1M
796,042
-4%
增持
PG
PROCTER AND GAMBLE CO
+$1.1M
59,322
+17%
增持
CVX
CHEVRON CORP NEW
+$1.0M
80,492
+9%
减持
EMR
EMERSON ELEC CO
-$1.0M
127,202
-2%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
32,040
+4%
增持
FTNT
FORTINET INC
+$998.7K
115,967
+39%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$974.0K
158,249
+24%
增持
BDX
BECTON DICKINSON & CO
+$953.1K
40,523
+3%
增持
DOC
HEALTHPEAK PROPERTIES INC
+$950.1K
416,118
+7%
增持
PPL
PPL CORP
+$931.7K
212,398
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$896.6K
219,189
+8%
增持
PM
PHILIP MORRIS INTL INC
-$840.7K
107,052
+10%
减持
VLO
VALERO ENERGY CORP
-$829.5K
101,978
-12%
减持
NDAQ
NASDAQ INC
-$803.5K
281,177
-1%
减持
TSLA
TESLA INC
+$796.8K
6,242
-2%
增持
O
REALTY INCOME CORP
+$774.4K
127,167
+5%
增持
CSGP
COSTAR GROUP INC
+$735.5K
208,676
+4%
增持
RF
REGIONS FINANCIAL CORP NEW
+$703.6K
321,027
+2%
增持
CMCSA
COMCAST CORP NEW
-$655.4K
209,734
+5%
增持
OKLO
OKLO INC
+$652.4K
8,871
+0%
增持
AMZN
AMAZON COM INC
+$634.6K
184,535
+3%
增持
SO
SOUTHERN CO
+$591.4K
87,526
+5%
增持
VOO
VANGUARD INDEX FDS
+$587.4K
2,353
+57%
增持
COWZ
PACER FDS TR
+$586.4K
394,485
+0%
增持
DLR
DIGITAL RLTY TR INC
+$554.7K
44,818
+4%
增持
PNC
PNC FINL SVCS GROUP INC
+$552.7K
4,200
+193%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$550.2K
209,431
+43%
增持
MGY
MAGNOLIA OIL & GAS CORP
+$542.1K
381,969
+5%
减持
GOOG
ALPHABET INC
+$540.8K
7,897
-0%
减持
ORCL
ORACLE CORP
-$536.9K
35,984
-22%
减持
GXO
GXO LOGISTICS INCORPORATED
+$531.9K
159,898
-0%
建仓
INTF
ISHARES TR
+$491.2K
13,438
增持
LLY
ELI LILLY & CO
+$477.8K
1,192
+79%
建仓
FSMD
FIDELITY COVINGTON TRUST
+$470.8K
10,670
建仓
SCHD
SCHWAB STRATEGIC TR
+$432.6K
15,783
增持
OWL
BLUE OWL CAPITAL INC
-$421.3K
756,207
+16%
增持
IVV
ISHARES TR
+$403.6K
1,060
+115%
增持
BSX
BOSTON SCIENTIFIC CORP
+$402.0K
198,778
+8%
减持
IJH
ISHARES TR
-$399.2K
3,789
-63%
增持
USB
US BANCORP DEL
+$384.8K
176,130
+3%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$366.1K
1,947
增持
SPGI
S&P GLOBAL INC
+$350.0K
35,246
+13%
增持
VYM
VANGUARD WHITEHALL FDS
+$343.6K
4,663
+99%
增持
UBER
UBER TECHNOLOGIES INC
+$341.7K
152,705
+2%
增持
V
VISA INC
+$338.0K
32,037
+5%
建仓
SHEL
SHELL PLC
+$336.7K
4,599
增持
VTI
VANGUARD INDEX FDS
+$328.8K
8,507
+6%
减持
VUG
VANGUARD INDEX FDS
-$325.9K
1,071
-44%
建仓
NVO
NOVO-NORDISK A S
+$322.2K
5,404
建仓
IWS
ISHARES TR
+$321.3K
2,280
增持
CARR
CARRIER GLOBAL CORPORATION
-$320.9K
216,777
+24%
建仓
FHN
FIRST HORIZON CORPORATION
+$307.5K
13,631
增持
JPM
JPMORGAN CHASE & CO.
+$307.1K
8,572
+3%
减持
VTEB
VANGUARD MUN BD FDS
+$298.4K
304,874
-0%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$290.9K
2,406
减持
FNDX
SCHWAB STRATEGIC TR
-$285.8K
8,636
-58%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$278.0K
895
建仓
—
CRH PLC
+$274.2K
2,286
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$273.1K
14,983
+39%
建仓
RIO
RIO TINTO PLC
+$261.0K
3,948
建仓
VRT
VERTIV HOLDINGS CO
+$259.9K
1,622
增持
—
ASML HOLDING N V
+$257.3K
756
+16%
增持
NSC
NORFOLK SOUTHN CORP
+$253.8K
1,719
+71%
建仓
AXP
AMERICAN EXPRESS CO
+$251.7K
762
建仓
TM
TOYOTA MOTOR CORP
+$247.5K
1,272
增持
—
EXXON MOBIL CORP
+$243.7K
13,001
+20%
增持
DUK
DUKE ENERGY CORP NEW
+$241.9K
9,941
+18%
增持
EOG
EOG RES INC
-$236.7K
62,900
+6%
清仓
VOE
VANGUARD INDEX FDS
-$235.2K
0
-100%
增持
CSCO
CISCO SYS INC
+$231.7K
231,531
+4%
建仓
UAL
UNITED AIRLS HLDGS INC
+$231.5K
2,428
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$231.2K
15,286
+36%
清仓
IDV
ISHARES TR
-$228.7K
0
-100%
建仓
—
LINDE PLC
+$225.4K
483
清仓
—
PINNACLE FINL PARTNERS INC
-$222.4K
0
-100%
建仓
GD
GENERAL DYNAMICS CORP
+$221.3K
644
建仓
—
ARCH CAP GROUP LTD
+$219.0K
2,412
建仓
—
ICON PLC
+$218.5K
1,127
清仓
FLR
FLUOR CORP NEW
-$215.7K
0
-100%
建仓
IVE
ISHARES TR
+$206.6K
994
建仓
SNOW
SNOWFLAKE INC
+$205.5K
874
增持
MDLZ
MONDELEZ INTL INC
+$202.4K
118,634
+10%
建仓
BTI
BRITISH AMERN TOB PLC
+$202.3K
3,948
增持
BKNG
BOOKING HOLDINGS INC
-$199.2K
3,047
+3%
增持
BX
BLACKSTONE INC
+$198.8K
3,624
+40%
增持
CAT
CATERPILLAR INC
+$198.2K
1,101
+27%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$183.2K
479,152
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$182.9K
2,761
+3%
增持
—
NXP SEMICONDUCTORS N V
+$179.7K
40,692
+3%
增持
VO
VANGUARD INDEX FDS
+$165.7K
13,882
+0%
增持
TFC
TRUIST FINL CORP
+$153.4K
64,966
+5%
增持
—
ASTRAZENECA PLC
+$142.4K
4,849
+27%
增持
GLD
SPDR GOLD TR
+$142.2K
1,356
+21%
