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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 18
增持 79
减持 46
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$25.7M
73,749
+121%
减持
EA
ELECTRONIC ARTS INC
-$17.5M
6,844
-93%
清仓
FTNT
FORTINET INC
-$9.9M
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
SCHD
SCHWAB STRATEGIC TR
+$9.9M
356,179
+2157%
建仓
BA
BOEING CO
+$9.4M
37,970
建仓
—
MEDTRONIC PLC
+$9.3M
96,393
增持
FCX
FREEPORT-MCMORAN INC
+$7.8M
392,418
+2%
建仓
ROP
ROPER TECHNOLOGIES INC
+$7.2M
17,384
建仓
—
ROYALTY PHARMA PLC
+$7.1M
180,657
增持
VOO
VANGUARD INDEX FDS
+$7.0M
13,310
+466%
增持
SPGI
S&P GLOBAL INC
+$7.0M
43,735
+24%
减持
FSLR
FIRST SOLAR INC
-$6.8M
17,262
-64%
减持
GOOGL
ALPHABET INC
+$6.6M
107,412
-9%
减持
LRCX
LAM RESEARCH CORP
+$6.1M
150,431
-20%
增持
NDAQ
NASDAQ INC
+$5.9M
302,655
+8%
减持
ADBE
ADOBE INC
-$5.9M
53,472
-15%
增持
LPLA
LPL FINL HLDGS INC
+$5.3M
65,328
+6%
建仓
IXUS
ISHARES TR
+$4.9M
55,323
减持
CSGP
COSTAR GROUP INC
-$4.8M
197,979
-5%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$4.6M
206,386
-10%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$4.1M
227,633
-14%
减持
CMI
CUMMINS INC
+$4.1M
30,903
-3%
清仓
SCHC
SCHWAB STRATEGIC TR
-$4.0M
0
-100%
减持
ORCL
ORACLE CORP
-$3.7M
34,619
-4%
增持
—
STERIS PLC
+$3.6M
85,685
+7%
建仓
DBEU
DBX ETF TR
+$3.6M
71,994
增持
PM
PHILIP MORRIS INTL INC
+$3.5M
114,734
+7%
增持
C
CITIGROUP INC
+$3.4M
142,972
+4%
增持
MRK
MERCK & CO INC
+$3.1M
135,004
+4%
减持
NKE
NIKE INC
-$3.1M
163,891
-13%
增持
WMT
WALMART INC
+$3.1M
147,162
+3%
减持
META
META PLATFORMS INC
-$3.1M
29,100
-2%
增持
MSFT
MICROSOFT CORP
-$3.0M
72,446
+3%
增持
VLO
VALERO ENERGY CORP
+$3.0M
105,741
+4%
减持
AMZN
AMAZON COM INC
+$3.0M
182,061
-1%
增持
EMR
EMERSON ELEC CO
+$2.8M
133,541
+5%
减持
CCJ
CAMECO CORP
+$2.8M
123,190
-10%
减持
VTV
VANGUARD INDEX FDS
+$2.8M
291,662
-1%
减持
CGNX
COGNEX CORP
-$2.7M
357,486
-4%
减持
CARR
CARRIER GLOBAL CORPORATION
-$2.6M
183,534
-15%
减持
JNJ
JOHNSON & JOHNSON
+$2.5M
89,830
-1%
增持
BDX
BECTON DICKINSON & CO
+$2.5M
50,049
+24%
增持
AMGN
AMGEN INC
+$2.4M
61,202
+3%
增持
CSCO
CISCO SYS INC
+$2.2M
238,606
+3%
增持
GSK
GSK PLC
+$2.2M
391,205
+1%
减持
LMT
LOCKHEED MARTIN CORP
+$2.1M
29,607
-1%
减持
CI
THE CIGNA GROUP
-$2.1M
46,089
-2%
增持
—
GARMIN LTD
-$2.0M
86,111
+10%
增持
PYPL
PAYPAL HLDGS INC
-$1.9M
158,889
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$1.7M
14,057
+64%
减持
CRM
SALESFORCE INC
-$1.7M
69,288
-5%
增持
SPY
SPDR S&P 500 ETF TR
+$1.6M
11,558
+21%
增持
COWZ
PACER FDS TR
+$1.6M
395,479
+0%
增持
UBER
UBER TECHNOLOGIES INC
-$1.5M
156,739
+3%
减持
PFE
PFIZER INC
-$1.5M
695,951
-1%
减持
CMCSA
COMCAST CORP NEW
-$1.4M
181,189
-14%
增持
LLY
ELI LILLY & CO
+$1.4M
2,319
+95%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.4M
55,759
+3%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$1.3M
295,413
+8%
减持
HAL
HALLIBURTON CO
+$1.3M
632,986
-20%
减持
IQLT
ISHARES TR
+$1.3M
655,165
-1%
增持
AVGO
BROADCOM INC
+$1.2M
51,785
+3%
增持
MA
MASTERCARD INCORPORATED
-$1.2M
53,624
+3%
增持
ABBV
ABBVIE INC
-$1.2M
81,323
+2%
增持
USB
US BANCORP DEL
+$1.1M
176,590
+0%
减持
TSLA
TESLA INC
-$1.1M
3,564
-43%
增持
RF
REGIONS FINANCIAL CORP NEW
+$979.6K
340,350
+6%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$960.9K
510,940
+7%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$946.7K
167,199
+6%
增持
NVDA
NVIDIA CORPORATION
+$880.6K
37,008
+16%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$879.0K
32,929
-3%
减持
DOC
HEALTHPEAK PROPERTIES INC
-$864.4K
403,580
-3%
减持
DHR
DANAHER CORPORATION
-$846.2K
79,914
-13%
增持
HSY
HERSHEY CO
+$840.0K
68,421
+5%
增持
QCOM
QUALCOMM INC
-$830.5K
163,727
+3%
建仓
WELL
WELLTOWER INC
+$782.9K
4,091
减持
CVX
CHEVRON CORP NEW
+$735.4K
78,762
-2%
减持
MDLZ
MONDELEZ INTL INC
-$724.4K
117,232
-1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$720.0K
236,883
+13%
增持
MAS
MASCO CORP
+$616.2K
233,239
+4%
增持
NEE
NEXTERA ENERGY INC
+$602.0K
111,655
+2%
增持
PEP
PEPSICO INC
+$601.2K
99,265
+1%
增持
BSX
BOSTON SCIENTIFIC CORP
-$570.0K
213,184
+7%
减持
GOOG
ALPHABET INC
+$560.5K
7,588
-4%
建仓
NEAR
ISHARES U S ETF TR
+$553.4K
10,828
增持
O
REALTY INCOME CORP
+$542.1K
133,882
+5%
建仓
BE
BLOOM ENERGY CORP
+$531.9K
3,558
减持
SPTL
SPDR SERIES TRUST
-$524.3K
196,199
-8%
建仓
TRGP
TARGA RES CORP
+$517.9K
2,794
增持
V
VISA INC
-$495.4K
32,630
+2%
增持
OKE
ONEOK INC NEW
+$489.8K
242,200
+1%
减持
AAPL
APPLE INC
-$458.4K
65,502
-2%
增持
PPL
PPL CORP
+$427.8K
223,264
+5%
增持
MGY
MAGNOLIA OIL & GAS CORP
+$398.8K
417,192
+9%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$395.8K
5,433
+76%
减持
KO
COCA COLA CO
+$392.8K
141,897
-1%
增持
—
LINDE PLC
+$382.3K
1,384
+187%
建仓
FLR
FLUOR CORP NEW
+$351.1K
7,986
增持
SCHG
SCHWAB STRATEGIC TR
+$337.3K
233,232
+4%
增持
BTI
BRITISH AMERN TOB PLC
+$317.5K
8,927
+126%
减持
SCHX
SCHWAB STRATEGIC TR
+$307.9K
1,248,334
-2%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$290.9K
0
-100%
增持
OKLO
OKLO INC
-$279.8K
8,952
+1%
建仓
MU
MICRON TECHNOLOGY INC
+$270.2K
745
减持
GXO
GXO LOGISTICS INCORPORATED
+$267.8K
156,687
-2%
增持
—
ASML HOLDING N V
+$259.5K
765
+1%
减持
PAYC
PAYCOM SOFTWARE INC
-$257.2K
4,684
-1%
建仓
TLT
ISHARES TR
+$252.9K
2,880
增持
GE
GE AEROSPACE
+$250.5K
2,684
+28%
建仓
—
PINNACLE FINL PARTNERS INC
+$250.4K
2,544
建仓
MELI
MERCADOLIBRE INC
+$248.5K
120
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$246.2K
3,075
+11%
增持
PG
PROCTER AND GAMBLE CO
+$244.6K
64,191
+8%
增持
VZ
VERIZON COMMUNICATIONS INC
-$243.7K
239,741
+9%
建仓
GEV
GE VERNOVA INC
+$233.8K
343
建仓
MS
MORGAN STANLEY
+$232.6K
1,230
建仓
HCC
WARRIOR MET COAL INC
+$232.2K
2,320
清仓
FNDX
SCHWAB STRATEGIC TR
-$229.0K
0
-100%
增持
OWL
BLUE OWL CAPITAL INC
+$221.7K
786,264
+4%
清仓
—
ARCH CAP GROUP LTD
-$219.0K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$216.5K
8,485
-15%
清仓
DIS
DISNEY WALT CO
-$207.9K
0
-100%
增持
IBN
ICICI BANK LIMITED
+$206.2K
13,875
+92%
清仓
SNOW
SNOWFLAKE INC
-$205.5K
0
-100%
减持
AVXL
ANAVEX LIFE SCIENCES CORP
-$203.1K
39,925
-1%
增持
HDB
HDFC BANK LTD
+$200.8K
12,328
+109%
减持
—
EXXON MOBIL CORP
+$199.8K
12,875
-1%
增持
EZBC
FRANKLIN TEMPLETON DIGITAL H
-$193.7K
12,432
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$187.4K
4,290
-44%
减持
SCHA
SCHWAB STRATEGIC TR
+$186.1K
135,147
-3%
增持
DLR
DIGITAL RLTY TR INC
-$183.1K
47,191
+5%
增持
MET
METLIFE INC
-$182.9K
152,540
+6%
减持
—
NXP SEMICONDUCTORS N V
+$155.7K
39,938
-2%
增持
UMC
UNITED MICROELECTRONICS CORP
+$153.0K
38,635
+36%
增持
—
ASTRAZENECA PLC
+$142.7K
5,894
+22%
增持
TM
TOYOTA MOTOR CORP
+$141.9K
1,683
+32%
减持
VYM
VANGUARD WHITEHALL FDS
-$138.0K
3,507
-25%
增持
RTX
RTX CORPORATION
+$132.5K
3,547
+1%
增持
LYG
LLOYDS BANKING GROUP PLC
+$132.3K
70,113
+27%
增持
GLD
SPDR GOLD TR
+$130.5K
1,461
+8%
增持
SO
SOUTHERN CO
-$130.1K
91,616
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$123.7K
32,250
+2%
增持
BKNG
BOOKING HOLDINGS INC
-$121.3K
3,203
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$116.3K
777
-25%
增持
RIO
RIO TINTO PLC
+$113.3K
4,397
+11%
增持
RSG
REPUBLIC SVCS INC
-$112.8K
13,206
+2%
增持
SLB
SLB LIMITED
+$111.4K
8,281
+3%
增持
PNC
PNC FINL SVCS GROUP INC
+$105.4K
4,207
+0%
增持
SCHO
SCHWAB STRATEGIC TR
+$104.9K
52,131
+9%
增持
BCSF
BAIN CAP SPECIALTY FIN INC
+$93.5K
29,278
+33%
