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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 25
增持 80
减持 31
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$20.7M
39,977
-46%
减持
BSX
BOSTON SCIENTIFIC CORP
-$18.4M
5,349
-97%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$15.4M
60,465
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
SPGI
S&P GLOBAL INC
-$14.3M
22,495
-49%
减持
SSNC
SS&C TECH HLDGS
-$12.7M
181,140
-39%
建仓
T
AT&T INC
+$12.1M
473,923
增持
AAPL
APPLE INC
+$11.8M
110,161
+68%
增持
GOOGL
ALPHABET INC
+$11.3M
140,526
+31%
建仓
NFLX
NETFLIX INC.
+$11.3M
106,077
清仓
NKE
NIKE INC
-$10.6M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$10.1M
86,301
+133%
减持
V
VISA INC
-$9.9M
2,498
-92%
减持
SCHD
SCHWAB STRATEGIC TR
-$9.3M
33,969
-90%
减持
—
NXP SEMICONDUCTORS N V
-$9.0M
2,272
-94%
建仓
—
EATON CORP PLC
+$8.9M
22,251
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$8.1M
23,121
+100%
减持
ADBE
ADOBE INC
-$7.9M
33,597
-37%
建仓
DELL
DELL TECHNOLOGIES INC
+$7.6M
41,334
清仓
ROP
ROPER TECHNOLOGIES INC
-$7.2M
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$6.9M
19,726
建仓
TXN
TEXAS INSTRS INC
+$6.8M
31,235
增持
LLY
ELI LILLY & CO
+$6.6M
9,772
+321%
减持
VOO
VANGUARD INDEX FDS
-$6.5M
3,097
-77%
减持
QCOM
QUALCOMM INC
-$6.3M
149,046
-9%
增持
VLO
VALERO ENERGY CORP
+$5.6M
106,121
+0%
建仓
RDDT
REDDIT INC
+$5.4M
35,001
增持
CARR
CARRIER GLOBAL CORPORATION
+$5.4M
242,430
+32%
清仓
CMCSA
COMCAST CORP NEW
-$5.0M
0
-100%
减持
ORCL
ORACLE CORP
-$5.0M
10,013
-71%
清仓
IXUS
ISHARES TR
-$4.9M
0
-100%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$4.7M
258,238
+13%
增持
GSK
GSK PLC
+$4.5M
394,595
+1%
增持
OKE
ONEOK INC NEW
+$4.4M
264,660
+9%
减持
SCHG
SCHWAB STRATEGIC TR
-$4.3M
101,925
-56%
清仓
FSLR
FIRST SOLAR INC
-$4.2M
0
-100%
减持
—
GARMIN LTD
+$4.0M
84,040
-2%
建仓
SCHV
SCHWAB STRATEGIC TR
+$3.9M
121,572
减持
MA
MASTERCARD INCORPORATED
-$3.8M
49,026
-9%
增持
MSFT
MICROSOFT CORP
-$3.7M
75,450
+4%
增持
CSCO
CISCO SYS INC
+$3.6M
261,334
+10%
清仓
DBEU
DBX ETF TR
-$3.6M
0
-100%
增持
PFE
PFIZER INC
+$3.4M
785,655
+13%
增持
AMZN
AMAZON COM INC
+$3.4M
188,389
+3%
减持
CMI
CUMMINS INC
-$3.2M
23,916
-23%
增持
CVX
CHEVRON CORPORATION
+$3.1M
86,789
+10%
减持
CGNX
COGNEX CORP
-$3.0M
209,575
-41%
增持
—
ROYALTY PHARMA PLC
+$3.0M
207,122
+15%
增持
EOG
EOG RES INC
+$2.9M
74,778
+12%
减持
FCX
FREEPORT MCMORAN INC
-$2.9M
294,457
-25%
增持
BA
BOEING CO
+$2.9M
54,874
+45%
增持
MGY
MAGNOLIA OIL & GAS CORP
+$2.7M
424,272
+2%
增持
—
STERIS PLC
-$2.7M
90,431
+6%
增持
PEP
PEPSICO INC
+$2.6M
110,244
+11%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.5M
259,441
+8%
增持
ENB
ENBRIDGE INC
+$2.3M
300,613
+5%
增持
DHR
DANAHER CORP DEL
-$2.3M
83,548
+5%
增持
C
CITIGROUP INC
+$2.3M
147,606
+3%
减持
CCJ
CAMECO CORP
-$2.2M
104,450
-15%
增持
DLR
DIGITAL RLTY TR INC
+$2.2M
50,719
+7%
增持
VTV
VANGUARD INDEX FDS
+$2.2M
295,702
+1%
增持
IQLT
ISHARES TR
+$2.1M
669,809
+2%
减持
PYPL
PAYPAL HLDGS INC
-$2.1M
145,308
-9%
增持
NDAQ
NASDAQ INC
-$2.1M
328,706
+9%
增持
META
META PLATFORMS INC
+$2.0M
30,294
+4%
增持
DOC
HEALTHPEAK PROPERTIES INC
+$1.7M
529,418
+31%
增持
MDLZ
MONDELEZ INTL INC
+$1.7M
145,639
+24%
增持
BKNG
BOOKING HOLDINGS INC
-$1.7M
81,107
+2432%
增持
CI
THE CIGNA GROUP
+$1.7M
52,223
+13%
增持
BDX
BECTON DICKINSON & CO
-$1.6M
56,300
+12%
增持
UBER
UBER TECHNOLOGIES INC
+$1.5M
203,139
+30%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.5M
64,824
+16%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$1.4M
230,796
-3%
增持
PG
PROCTER & GAMBLE CO
+$1.4M
73,775
+15%
增持
SO
SOUTHERN CO
+$1.3M
98,650
+8%
建仓
FNDE
SCHWAB STRATEGIC TR
+$1.3M
32,213
增持
CRM
SALESFORCE INC
-$1.3M
84,377
+22%
减持
HAL
HALLIBURTON CO
+$1.3M
583,627
-8%
增持
PPL
PPL CORP
+$1.2M
238,430
+7%
增持
NEE
NEXTERA ENERGY INC
+$1.2M
115,215
+3%
减持
AMGN
AMGEN INC
+$1.1M
60,801
-1%
增持
SPTL
SPDR SERIES TRUST
+$1.1M
238,434
+22%
增持
OWL
BLUE OWL CAPITAL INC
+$1.0M
1,479,987
+88%
增持
SCHX
SCHWAB STRATEGIC TR
+$986.5K
1,282,553
+3%
增持
COWZ
PACER FDS TR
+$976.5K
409,058
+3%
增持
SPIB
SPDR SERIES TRUST
+$955.2K
182,065
+19%
增持
O
REALTY INCOME CORP
+$954.1K
143,819
+7%
增持
HD
HOME DEPOT INC
+$906.5K
53,874
+17%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$870.2K
30,754
-7%
清仓
OKLO
OKLO INC
-$850.0K
0
-100%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$838.6K
179,405
+7%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$832.1K
200,093
-3%
增持
GPC
GENUINE PARTS CO
-$822.7K
69,128
+12%
减持
MRK
MERCK & CO INC
-$722.4K
116,456
-14%
减持
WMT
WALMART INC
+$696.6K
146,437
-0%
增持
ABBV
ABBVIE INC
+$677.6K
86,128
+6%
增持
USB
US BANCORP
+$671.3K
183,238
+4%
建仓
—
ASTRAZENECA PLC
+$650.5K
3,191
增持
LPLA
LPL FINL HLDGS INC
-$637.8K
74,731
+14%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$573.5K
12,382
+189%
增持
MET
METLIFE INC
+$559.1K
161,357
+6%
清仓
—
ASTRAZENECA PLC
-$556.4K
0
-100%
建仓
IWR
ISHARES TR
+$500.8K
4,887
增持
VTEB
VANGUARD MUN BD FDS
+$464.7K
313,565
+4%
增持
GOOG
ALPHABET INC
+$453.5K
8,954
+18%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$444.0K
57,458
+17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$435.2K
34,225
+6%
增持
PM
PHILIP MORRIS INTL INC
-$432.0K
122,206
+7%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$398.1K
2,688
增持
RF
REGIONS FINANCIAL CORP NEW
+$388.9K
354,611
+4%
增持
HSY
HERSHEY CO
+$385.9K
70,401
+3%
增持
IVV
ISHARES TR
+$374.0K
1,648
+48%
增持
EMR
EMERSON ELEC CO
+$354.5K
140,520
+5%
建仓
GLW
CORNING INC
+$335.4K
1,941
增持
RSG
REPUBLIC SVCS INC
+$333.5K
14,733
+12%
增持
VRT
VERTIV HOLDINGS CO
+$328.3K
1,982
+22%
增持
—
EXXON MOBIL CORP
+$327.5K
13,400
+4%
减持
NEAR
ISHARES U S ETF TR
-$317.4K
4,637
-57%
建仓
PNFP
PINNACLE FINL PARTNERS INC
+$309.2K
3,300
减持
BX
BLACKSTONE INC
-$291.4K
2,859
-28%
清仓
—
ICON PLC
-$287.2K
0
-100%
减持
EA
ELECTRONIC ARTS INC
-$286.1K
5,481
-20%
建仓
SGOV
ISHARES TR
+$280.8K
2,794
增持
HON
HONEYWELL INTL INC
+$271.6K
2,312
+90%
清仓
MU
MICRON TECHNOLOGY INC
-$270.2K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC
-$270.0K
3,024
-28%
清仓
TLT
ISHARES TR
-$252.9K
0
-100%
清仓
—
PINNACLE FINL PARTNERS INC
-$250.4K
0
-100%
建仓
DGRW
WISDOMTREE TR
+$250.1K
2,714
增持
—
LINDE PLC
+$240.1K
1,697
+23%
建仓
VXUS
VANGUARD STAR FDS
+$233.4K
2,818
增持
GLD
SPDR GOLD TR
+$233.3K
1,907
+31%
清仓
HCC
WARRIOR MET COAL INC
-$232.2K
0
-100%
增持
SHEL
SHELL PLC
+$229.4K
6,924
+28%
增持
—
MEDTRONIC PLC
+$225.7K
108,405
+12%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$225.3K
1,663
建仓
IWM
ISHARES TR
+$223.8K
833
建仓
LNG
CHENIERE ENERGY INC
+$223.3K
860
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$222.5K
17,837
+28%
建仓
ACWX
ISHARES TR
+$222.0K
3,015
建仓
—
TORM PLC
+$219.8K
7,450
增持
GXO
GXO LOGISTICS INCORPORATED
+$214.0K
159,793
+2%
建仓
FITB
FIFTH THIRD BANCORP
+$202.7K
4,073
建仓
FNDX
SCHWAB STRATEGIC TR
+$200.9K
6,932
增持
HBAN
HUNTINGTON BANCSHARES INC
-$199.2K
542,972
+6%
清仓
HUN
HUNTSMAN CORP
-$194.6K
0
-100%
增持
EEMV
ISHARES INC
+$185.3K
60,456
+0%
减持
SAP
SAP SE
-$182.8K
1,926
-11%
增持
INTC
INTEL CORP
+$176.5K
9,305
+5%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$173.7K
67,371
+5%
增持
GEV
GE VERNOVA INC
+$144.5K
383
+12%
