Foster Victor Wealth Advisors, LLC
GREENVILLE SC · SEC CIK 0001769063
$20.77亿2026Q1 申报市值
243持仓数
32.9%前十大占比 · 第一大 16.4%
24 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BKNG 加仓+$3.28亿
AMD 新建仓+$1,542.28万
T 新建仓+$1,214.19万
AAPL 加仓+$1,155.91万
NFLX 新建仓+$1,127.39万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$2,122.92万
BSX 减仓-$1,326.40万
NKE 清仓-$1,055.13万
SCHD 减仓-$989.51万
V 减仓-$938.28万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $59.37万 | 0.03% | 9,305 | 420 | 4.7% | $2.68万 | 加仓 |
| LOW | LOWES COS INC | $60.11万 | 0.03% | 2,419 | -1 | -0.0% | -$248 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $61.54万 | 0.03% | 1,982 | 359 | 22.1% | $11.15万 | 加仓 |
| SHEL | SHELL PLC | $63.26万 | 0.03% | 6,924 | 1,494 | 27.5% | $13.65万 | 加仓 |
| MPC | MARATHON PETE CORP | $64.07万 | 0.03% | 2,861 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $64.45万 | 0.03% | 12,081 | 534 | 4.6% | $2.85万 | 加仓 |
| CAT | CATERPILLAR INC | $64.57万 | 0.03% | 813 | 15 | 1.9% | $1.19万 | 加仓 |
| AZN | ASTRAZENECA PLC | $65.05万 | 0.03% | 3,191 | 3,191 | — | $65.05万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $65.45万 | 0.03% | 64,669 | 1,389 | 2.2% | $1.41万 | 加仓 |
| TRGP | TARGA RES CORP | $66.85万 | 0.03% | 2,794 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $66.89万 | 0.03% | 3,024 | -1,183 | -28.1% | -$26.17万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $67.02万 | 0.03% | 2,009 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $69.53万 | 0.03% | 6,666 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $71.20万 | 0.03% | 17,249 | 44 | 0.3% | $1,816 | 加仓 |
| RTX | RTX CORPORATION | $71.41万 | 0.03% | 3,521 | -26 | -0.7% | -$5,273 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.68万 | 0.03% | 1 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $77.79万 | 0.04% | 2,498 | -30,132 | -92.3% | -$938.28万 | 减仓 |
| BE | BLOOM ENERGY CORP | $77.93万 | 0.04% | 3,558 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $81.71万 | 0.04% | 30,465 | -479 | -1.5% | -$1.28万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $81.75万 | 0.04% | 14,134 | 466 | 3.4% | $2.70万 | 加仓 |
| LIN | LINDE PLC | $84.78万 | 0.04% | 1,697 | 313 | 22.6% | $15.64万 | 加仓 |
| GLD | SPDR GOLD TR | $84.88万 | 0.04% | 1,907 | 446 | 30.5% | $19.85万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $85.30万 | 0.04% | 12,382 | 8,092 | 188.6% | $55.75万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $85.81万 | 0.04% | 8,358 | -281 | -3.3% | -$2.88万 | 减仓 |
| WELL | WELLTOWER INC | $86.32万 | 0.04% | 4,091 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $86.60万 | 0.04% | 2,723 | 39 | 1.5% | $1.24万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $91.22万 | 0.04% | 6,722 | 1,289 | 23.7% | $17.49万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $104.13万 | 0.05% | 17,837 | 3,939 | 28.3% | $23.00万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $104.14万 | 0.05% | 4,652 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $104.32万 | 0.05% | 33,969 | -322,210 | -90.5% | -$989.51万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $106.02万 | 0.05% | 8,169 | -316 | -3.7% | -$4.10万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $108.87万 | 0.05% | 24,959 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $109.27万 | 0.05% | 720 | -45 | -5.9% | -$6.83万 | 减仓 |
| — | ELECTRONIC ARTS INC | $111.17万 | 0.05% | 5,481 | -1,363 | -19.9% | -$27.65万 | 减仓 |
| SON | SONOCO PRODS CO | $111.93万 | 0.05% | 20,403 | -100 | -0.5% | -$5,486 | 减仓 |
| IVV | ISHARES TR | $114.96万 | 0.06% | 1,648 | 531 | 47.5% | $37.04万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $115.31万 | 0.06% | 3,035 | -40 | -1.3% | -$1.52万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $120.39万 | 0.06% | 49,647 | -2,484 | -4.8% | -$6.02万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $130.27万 | 0.06% | 32,213 | 32,213 | — | $130.27万 | 新建仓 |
| EFAV | ISHARES TR | $150.16万 | 0.07% | 16,069 | -127 | -0.8% | -$1.19万 | 减仓 |
| ORCL | ORACLE CORP | $163.21万 | 0.08% | 10,013 | -24,606 | -71.1% | -$401.08万 | 减仓 |
| IJR | ISHARES TR | $167.99万 | 0.08% | 12,685 | -156 | -1.2% | -$2.07万 | 减仓 |
| TSLA | TESLA INC | $169.64万 | 0.08% | 4,658 | 1,094 | 30.7% | $39.84万 | 加仓 |
| HUBB | HUBBELL INC | $192.03万 | 0.09% | 3,519 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $197.73万 | 0.10% | 3,097 | -10,213 | -76.7% | -$652.05万 | 减仓 |
| — | EXXON MOBIL CORP | $199.98万 | 0.10% | 13,400 | 525 | 4.1% | $7.84万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $277.87万 | 0.13% | 8,110 | 6 | 0.1% | $2,056 | 加仓 |
| GOOG | ALPHABET INC | $296.02万 | 0.14% | 8,954 | 1,366 | 18.0% | $45.16万 | 加仓 |
| TFC | TRUIST FINL CORP | $296.03万 | 0.14% | 59,767 | -127 | -0.2% | -$6,290 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $310.16万 | 0.15% | 57,458 | 8,307 | 16.9% | $44.84万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $311.94万 | 0.15% | 14,733 | 1,527 | 11.6% | $32.33万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $321.17万 | 0.15% | 101,925 | -131,307 | -56.3% | -$413.75万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $386.72万 | 0.19% | 121,572 | 121,572 | — | $386.72万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $401.01万 | 0.19% | 13,282 | -108 | -0.8% | -$3.26万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $401.93万 | 0.19% | 67,371 | 3,053 | 4.7% | $18.21万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $409.11万 | 0.20% | 55,195 | -3,444 | -5.9% | -$25.53万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $417.49万 | 0.20% | 132,832 | -2,315 | -1.7% | -$7.28万 | 减仓 |
| EEMV | ISHARES INC | $417.63万 | 0.20% | 60,456 | 114 | 0.2% | $7,875 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $446.22万 | 0.21% | 14,342 | 285 | 2.0% | $8.87万 | 加仓 |
| RDDT | REDDIT INC | $540.91万 | 0.26% | 35,001 | 35,001 | — | $540.91万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $613.38万 | 0.30% | 182,065 | 28,990 | 18.9% | $97.67万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $630.90万 | 0.30% | 238,434 | 42,235 | 21.5% | $111.75万 | 加仓 |
| TXN | TEXAS INSTRS INC | $683.64万 | 0.33% | 31,235 | 31,235 | — | $683.64万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $687.65万 | 0.33% | 19,726 | 19,726 | — | $687.65万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $697.04万 | 0.34% | 145,308 | -13,581 | -8.5% | -$65.15万 | 减仓 |
| GPC | GENUINE PARTS CO | $759.72万 | 0.37% | 69,128 | 7,642 | 12.4% | $83.99万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $762.65万 | 0.37% | 41,334 | 41,334 | — | $762.65万 | 新建仓 |
| KO | COCA COLA CO | $782.73万 | 0.38% | 103,126 | -6,371 | -5.8% | -$48.36万 | 减仓 |
| ADBE | ADOBE INC | $791.95万 | 0.38% | 33,597 | -19,875 | -37.2% | -$468.49万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $805.94万 | 0.39% | 230,796 | -6,087 | -2.6% | -$21.26万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $842.38万 | 0.41% | 145,639 | 28,407 | 24.2% | $164.31万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $876.76万 | 0.42% | 56,300 | 6,251 | 12.5% | $97.35万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $893.13万 | 0.43% | 529,418 | 125,838 | 31.2% | $212.29万 | 加仓 |
| ETN | EATON CORP PLC | $894.27万 | 0.43% | 22,251 | 22,251 | — | $894.27万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $900.79万 | 0.43% | 542,972 | 32,032 | 6.3% | $53.14万 | 加仓 |
| LLY | ELI LILLY & CO | $901.46万 | 0.43% | 9,772 | 7,453 | 321.4% | $687.53万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $907.30万 | 0.44% | 159,793 | 3,106 | 2.0% | $17.64万 | 加仓 |
| O | REALTY INCOME CORP | $917.71万 | 0.44% | 143,819 | 9,937 | 7.4% | $63.41万 | 加仓 |
| PPL | PPL CORP | $944.42万 | 0.45% | 238,430 | 15,166 | 6.8% | $60.07万 | 加仓 |
| SO | SOUTHERN CO | $946.65万 | 0.46% | 98,650 | 7,034 | 7.7% | $67.50万 | 加仓 |
| MDT | MEDTRONIC PLC | $955.27万 | 0.46% | 108,405 | 12,012 | 12.5% | $105.85万 | 加仓 |
| SPGI | S&P GLOBAL INC | $956.57万 | 0.46% | 22,495 | -21,240 | -48.6% | -$903.20万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $984.04万 | 0.47% | 354,611 | 14,261 | 4.2% | $39.57万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $993.02万 | 0.48% | 50,719 | 3,528 | 7.5% | $69.07万 | 加仓 |
| EOG | EOG RES INC | $998.96万 | 0.48% | 74,778 | 7,911 | 11.8% | $105.68万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $1,011.17万 | 0.49% | 207,122 | 26,465 | 14.6% | $129.20万 | 加仓 |
| USB | US BANCORP | $1,027.78万 | 0.49% | 183,238 | 6,648 | 3.8% | $37.29万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,052.03万 | 0.51% | 115,215 | 3,560 | 3.2% | $32.51万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,065.17万 | 0.51% | 73,775 | 9,584 | 14.9% | $138.37万 | 加仓 |
| NFLX | NETFLIX INC. | $1,127.39万 | 0.54% | 106,077 | 106,077 | — | $1,127.39万 | 新建仓 |
| CGNX | COGNEX CORP | $1,164.82万 | 0.56% | 209,575 | -147,911 | -41.4% | -$822.09万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,179.94万 | 0.57% | 259,441 | 19,700 | 8.2% | $89.60万 | 加仓 |
| CCJ | CAMECO CORP | $1,212.25万 | 0.58% | 104,450 | -18,740 | -15.2% | -$217.50万 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $1,213.42万 | 0.58% | 424,272 | 7,080 | 1.7% | $20.25万 | 加仓 |
| T | AT&T INC | $1,214.19万 | 0.58% | 473,923 | 473,923 | — | $1,214.19万 | 新建仓 |
| MET | METLIFE INC | $1,226.96万 | 0.59% | 161,357 | 8,817 | 5.8% | $67.04万 | 加仓 |
| BA | BOEING CO | $1,227.91万 | 0.59% | 54,874 | 16,904 | 44.5% | $378.26万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $1,267.98万 | 0.61% | 181,140 | -114,273 | -38.7% | -$799.91万 | 减仓 |
| CSGP | COSTAR GROUP INC | $1,281.27万 | 0.62% | 340,762 | 142,783 | 72.1% | $536.86万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $1,357.15万 | 0.65% | 1,479,987 | 693,723 | 88.2% | $636.14万 | 加仓 |