Foster Victor Wealth Advisors, LLC
GREENVILLE SC · SEC CIK 0001769063
$19.04亿2026Q2 申报市值
254持仓数
20.6%前十大占比 · 第一大 3.5%
25 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BAC 加仓+$1,464.42万
AEP 加仓+$1,446.65万
IVE 加仓+$1,395.69万
LHX 新建仓+$1,108.30万
NOW 新建仓+$994.59万
2026Q2 卖出最多 按季末市值估算
BKNG 减仓-$3.38亿
DHR 清仓-$1,659.35万
NDAQ 减仓-$1,353.89万
CSGP 清仓-$1,281.27万
COWZ 减仓-$960.37万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SHEL | SHELL PLC | $60.79万 | 0.03% | 7,201 | 277 | 4.0% | $2.34万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $61.01万 | 0.03% | 11,794 | 11,794 | — | $61.01万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $61.26万 | 0.03% | 66,438 | 1,769 | 2.7% | $1.63万 | 加仓 |
| SFST | SOUTHERN FIRST BANCSHARES | $61.36万 | 0.03% | 9,992 | 539 | 5.7% | $3.31万 | 加仓 |
| WMB | WILLIAMS COS INC | $62.31万 | 0.03% | 8,201 | 269 | 3.4% | $2.04万 | 加仓 |
| HDB | HDFC BANK LTD | $62.43万 | 0.03% | 24,041 | 7,109 | 42.0% | $18.46万 | 加仓 |
| RTX | RTX CORPORATION | $64.03万 | 0.03% | 3,311 | -210 | -6.0% | -$4.06万 | 减仓 |
| AZN | ASTRAZENECA PLC | $64.15万 | 0.03% | 3,899 | 708 | 22.2% | $11.65万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $67.24万 | 0.04% | 2,047 | 38 | 1.9% | $1.25万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $68.55万 | 0.04% | 11,778 | 2,163 | 22.5% | $12.59万 | 加仓 |
| IBN | ICICI BANK LIMITED | $68.89万 | 0.04% | 23,755 | 5,375 | 29.2% | $15.59万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $70.90万 | 0.04% | 6,133 | -533 | -8.0% | -$6.16万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $72.72万 | 0.04% | 2,887 | -137 | -4.5% | -$3.45万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $73.70万 | 0.04% | 1 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $76.83万 | 0.04% | 5,348 | 654 | 13.9% | $9.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $76.89万 | 0.04% | 17,291 | 42 | 0.2% | $1,868 | 加仓 |
| IVV | ISHARES TR | $78.68万 | 0.04% | 1,042 | -606 | -36.8% | -$45.76万 | 减仓 |
| TRGP | TARGA RES CORP | $78.79万 | 0.04% | 2,798 | 4 | 0.1% | $1,126 | 加仓 |
| V | VISA INC | $80.45万 | 0.04% | 2,260 | -238 | -9.5% | -$8.47万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $82.84万 | 0.04% | 14,641 | 507 | 3.6% | $2.87万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $84.81万 | 0.04% | 6,342 | -380 | -5.7% | -$5.08万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $85.30万 | 0.04% | 12,082 | -300 | -2.4% | -$2.12万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $86.26万 | 0.05% | 7,956 | -402 | -4.8% | -$4.36万 | 减仓 |
| BE | BLOOM ENERGY CORP | $86.67万 | 0.05% | 3,561 | 3 | 0.1% | $730 | 加仓 |
| MPC | MARATHON PETE CORP | $89.26万 | 0.05% | 2,942 | 81 | 2.8% | $2.46万 | 加仓 |
| CAT | CATERPILLAR INC | $92.03万 | 0.05% | 986 | 173 | 21.3% | $16.15万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $94.03万 | 0.05% | 32,345 | 1,880 | 6.2% | $5.47万 | 加仓 |
| GE | GE AEROSPACE | $95.46万 | 0.05% | 2,699 | -24 | -0.9% | -$8,488 | 减仓 |
| WELL | WELLTOWER INC | $96.03万 | 0.05% | 4,069 | -22 | -0.5% | -$5,192 | 减仓 |
| LIN | LINDE PLC | $99.43万 | 0.05% | 1,903 | 206 | 12.1% | $10.76万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $99.49万 | 0.05% | 7,873 | -296 | -3.6% | -$3.74万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $104.87万 | 0.06% | 43,991 | 4,030 | 10.1% | $9.61万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $105.90万 | 0.06% | 5,000 | 5,000 | — | $105.90万 | 新建仓 |
| SON | SONOCO PRODS CO | $108.27万 | 0.06% | 20,351 | -52 | -0.3% | -$2,766 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $110.39万 | 0.06% | 4,652 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $110.60万 | 0.06% | 18,375 | 538 | 3.0% | $3.24万 | 加仓 |
| — | ELECTRONIC ARTS INC | $111.43万 | 0.06% | 5,392 | -89 | -1.6% | -$1.84万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $112.12万 | 0.06% | 46,561 | -3,086 | -6.2% | -$7.43万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $115.29万 | 0.06% | 24,959 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $127.78万 | 0.07% | 9,987 | -26 | -0.3% | -$3,326 | 减仓 |
| ASML | ASML HLDG NV | $141.99万 | 0.07% | 800 | 80 | 11.1% | $14.20万 | 加仓 |
| EFAV | ISHARES TR | $142.20万 | 0.07% | 15,795 | -274 | -1.7% | -$2.47万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $147.28万 | 0.08% | 10,823 | 10,823 | — | $147.28万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $151.61万 | 0.08% | 3,606 | 571 | 18.8% | $24.01万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $168.98万 | 0.09% | 41,786 | 9,573 | 29.7% | $38.71万 | 加仓 |
| HUBB | HUBBELL INC | $170.35万 | 0.09% | 3,520 | 1 | 0.0% | $484 | 加仓 |
| IJR | ISHARES TR | $186.12万 | 0.10% | 12,802 | 117 | 0.9% | $1.70万 | 加仓 |
| — | EXXON MOBIL CORP | $186.71万 | 0.10% | 12,868 | -532 | -4.0% | -$7.72万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $189.02万 | 0.10% | 58,702 | 24,733 | 72.8% | $79.64万 | 加仓 |
| TSLA | TESLA INC | $189.05万 | 0.10% | 4,772 | 114 | 2.4% | $4.52万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $252.66万 | 0.13% | 11,483 | -3,250 | -22.1% | -$71.51万 | 减仓 |
| TFC | TRUIST FINL CORP | $305.27万 | 0.16% | 58,762 | -1,005 | -1.7% | -$5.22万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $311.33万 | 0.16% | 8,388 | 278 | 3.4% | $10.32万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $314.03万 | 0.16% | 59,273 | 1,815 | 3.2% | $9.62万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $335.64万 | 0.18% | 97,061 | -4,864 | -4.8% | -$16.82万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $356.59万 | 0.19% | 5,160 | 2,063 | 66.6% | $142.56万 | 加仓 |
| GOOG | ALPHABET INC | $362.47万 | 0.19% | 10,144 | 1,190 | 13.3% | $42.52万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $364.07万 | 0.19% | 12,287 | 12,287 | — | $364.07万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $379.42万 | 0.20% | 106,670 | 106,670 | — | $379.42万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $393.15万 | 0.21% | 114,955 | -6,617 | -5.4% | -$22.63万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $402.19万 | 0.21% | 116,340 | -16,492 | -12.4% | -$57.01万 | 减仓 |
| EEMV | ISHARES INC | $406.21万 | 0.21% | 55,813 | -4,643 | -7.7% | -$33.79万 | 减仓 |
| VO | VANGUARD INDEX FDS | $417.49万 | 0.22% | 51,644 | -1,484 | -2.8% | -$12.00万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $417.99万 | 0.22% | 83,132 | 83,132 | — | $417.99万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $453.65万 | 0.24% | 77,481 | 10,110 | 15.0% | $59.19万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $471.74万 | 0.25% | 13,758 | -584 | -4.1% | -$20.02万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $644.48万 | 0.34% | 194,062 | 11,997 | 6.6% | $39.84万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $659.44万 | 0.35% | 257,493 | 19,059 | 8.0% | $48.81万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $707.75万 | 0.37% | 265,272 | -159,000 | -37.5% | -$424.21万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $752.70万 | 0.40% | 19,834 | 19,834 | — | $752.70万 | 新建仓 |
| ADBE | ADOBE INC | $773.81万 | 0.41% | 35,049 | 1,452 | 4.3% | $32.06万 | 加仓 |
| ADI | ANALOG DEVICES INC | $844.33万 | 0.44% | 21,498 | 1,772 | 9.0% | $69.60万 | 加仓 |
| KO | COCA COLA CO | $845.77万 | 0.44% | 101,802 | -1,324 | -1.3% | -$11.00万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $861.90万 | 0.45% | 173,525 | 13,732 | 8.6% | $68.21万 | 加仓 |
| GPC | GENUINE PARTS CO | $885.17万 | 0.46% | 72,460 | 3,332 | 4.8% | $40.70万 | 加仓 |
| MDT | MEDTRONIC PLC | $891.13万 | 0.47% | 112,374 | 3,969 | 3.7% | $31.47万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $911.98万 | 0.48% | 121,033 | 121,033 | — | $911.98万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $913.49万 | 0.48% | 60,637 | 4,337 | 7.7% | $65.34万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $928.10万 | 0.49% | 53,613 | 2,894 | 5.7% | $50.10万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $944.57万 | 0.50% | 160,641 | 15,002 | 10.3% | $88.21万 | 加仓 |
| PPL | PPL CORP | $953.11万 | 0.50% | 264,020 | 25,590 | 10.7% | $92.38万 | 加仓 |
| COP | CONOCOPHILLIPS | $957.33万 | 0.50% | 85,575 | 85,575 | — | $957.33万 | 新建仓 |
| O | REALTY INCOME CORP | $985.91万 | 0.52% | 154,605 | 10,786 | 7.5% | $68.78万 | 加仓 |
| NOW | SERVICENOW INC | $994.59万 | 0.52% | 94,859 | 94,859 | — | $994.59万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $999.83万 | 0.53% | 22,782 | 287 | 1.3% | $12.60万 | 加仓 |
| CCJ | CAMECO CORP | $1,002.99万 | 0.53% | 109,533 | 5,083 | 4.9% | $46.55万 | 加仓 |
| SO | SOUTHERN CO | $1,015.43万 | 0.53% | 105,818 | 7,168 | 7.3% | $68.78万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,024.92万 | 0.54% | 33,543 | 2,308 | 7.4% | $70.52万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1,064.13万 | 0.56% | 596,149 | 53,177 | 9.8% | $94.92万 | 加仓 |
| EOG | EOG RES INC | $1,068.15万 | 0.56% | 77,396 | 2,618 | 3.5% | $36.13万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,071.94万 | 0.56% | 14,258 | -8,863 | -38.3% | -$666.34万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,080.07万 | 0.57% | 120,625 | 5,410 | 4.7% | $48.44万 | 加仓 |
| ETN | EATON CORP PLC | $1,091.11万 | 0.57% | 26,259 | 4,008 | 18.0% | $166.54万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,108.30万 | 0.58% | 38,216 | 38,216 | — | $1,108.30万 | 新建仓 |
| T | AT&T INC | $1,131.74万 | 0.59% | 531,834 | 57,911 | 12.2% | $123.23万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $1,150.44万 | 0.60% | 372,071 | 17,460 | 4.9% | $53.99万 | 加仓 |
| NFLX | NETFLIX INC. | $1,174.83万 | 0.62% | 159,776 | 53,699 | 50.6% | $394.85万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $1,185.81万 | 0.62% | 547,466 | 18,048 | 3.4% | $39.09万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $1,189.52万 | 0.62% | 213,673 | 6,551 | 3.2% | $36.47万 | 加仓 |
| USB | US BANCORP | $1,194.00万 | 0.63% | 192,147 | 8,909 | 4.9% | $55.36万 | 加仓 |