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 |
|---|---|---|---|---|---|---|---|---|
| VRTX | VERTEX PHARMACEUTICALS INC | $1,366.34万 | 0.66% | 30,754 | -2,175 | -6.6% | -$96.63万 | 减仓 |
| HSY | HERSHEY CO | $1,391.68万 | 0.67% | 70,401 | 1,980 | 2.9% | $39.14万 | 加仓 |
| MRK | MERCK & CO INC | $1,397.01万 | 0.67% | 116,456 | -18,548 | -13.7% | -$222.50万 | 减仓 |
| CI | THE CIGNA GROUP | $1,423.59万 | 0.69% | 52,223 | 6,134 | 13.3% | $167.21万 | 加仓 |
| CRM | SALESFORCE INC | $1,445.47万 | 0.70% | 84,377 | 15,089 | 21.8% | $258.49万 | 加仓 |
| CMI | CUMMINS INC | $1,472.19万 | 0.71% | 23,916 | -6,987 | -22.6% | -$430.10万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,481.09万 | 0.71% | 203,139 | 46,400 | 29.6% | $338.30万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,542.28万 | 0.74% | 60,465 | 60,465 | — | $1,542.28万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,557.54万 | 0.75% | 64,824 | 9,065 | 16.3% | $217.81万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1,567.55万 | 0.75% | 242,430 | 58,896 | 32.1% | $380.82万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,578.49万 | 0.76% | 313,565 | 10,794 | 3.6% | $54.34万 | 加仓 |
| ENB | ENBRIDGE INC | $1,592.95万 | 0.77% | 300,613 | 14,314 | 5.0% | $75.85万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,605.63万 | 0.77% | 23,121 | 11,563 | 100.0% | $802.99万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,623.12万 | 0.78% | 86,789 | 8,027 | 10.2% | $150.12万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,634.38万 | 0.79% | 34,225 | 1,975 | 6.1% | $94.31万 | 加仓 |
| MAS | MASCO CORP | $1,642.38万 | 0.79% | 253,024 | 19,785 | 8.5% | $128.42万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $1,645.50万 | 0.79% | 179,405 | 12,206 | 7.3% | $111.95万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,659.35万 | 0.80% | 83,548 | 3,634 | 4.5% | $72.18万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,695.89万 | 0.82% | 86,301 | 49,293 | 133.2% | $968.65万 | 加仓 |
| PEP | PEPSICO INC | $1,716.73万 | 0.83% | 110,244 | 10,979 | 11.1% | $170.97万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,725.49万 | 0.83% | 28,214 | -1,393 | -4.7% | -$85.19万 | 减仓 |
| ABBV | ABBVIE INC | $1,810.92万 | 0.87% | 86,128 | 4,805 | 5.9% | $101.03万 | 加仓 |
| AVGO | BROADCOM INC | $1,814.41万 | 0.87% | 47,650 | -4,135 | -8.0% | -$157.45万 | 减仓 |
| WMT | WALMART INC | $1,831.19万 | 0.88% | 146,437 | -725 | -0.5% | -$9.07万 | 减仓 |
| HD | HOME DEPOT INC | $1,846.32万 | 0.89% | 53,874 | 7,693 | 16.7% | $263.65万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,871.27万 | 0.90% | 200,093 | -6,293 | -3.0% | -$58.85万 | 减仓 |
| C | CITIGROUP INC | $1,912.68万 | 0.92% | 147,606 | 4,634 | 3.2% | $60.05万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,948.81万 | 0.94% | 122,206 | 7,472 | 6.5% | $119.16万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,962.90万 | 0.95% | 81,753 | -8,077 | -9.0% | -$193.93万 | 减仓 |
| QCOM | QUALCOMM INC | $1,979.93万 | 0.95% | 149,046 | -14,681 | -9.0% | -$195.02万 | 减仓 |
| META | META PLATFORMS INC | $2,006.95万 | 0.97% | 30,294 | 1,194 | 4.1% | $79.10万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $2,010.26万 | 0.97% | 294,457 | -97,961 | -25.0% | -$668.78万 | 减仓 |
| EMR | EMERSON ELEC CO | $2,031.35万 | 0.98% | 140,520 | 6,979 | 5.2% | $100.89万 | 加仓 |
| STE | STERIS PLC | $2,033.17万 | 0.98% | 90,431 | 4,746 | 5.5% | $106.70万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $2,122.46万 | 1.02% | 258,238 | 30,605 | 13.4% | $251.54万 | 加仓 |
| PFE | PFIZER INC | $2,129.91万 | 1.03% | 785,655 | 89,704 | 12.9% | $243.19万 | 加仓 |
| AMGN | AMGEN INC | $2,133.82万 | 1.03% | 60,801 | -401 | -0.7% | -$14.07万 | 减仓 |
| CSCO | CISCO SYS INC | $2,158.88万 | 1.04% | 261,334 | 22,728 | 9.5% | $187.76万 | 加仓 |
| HAL | HALLIBURTON CO | $2,189.18万 | 1.05% | 583,627 | -49,359 | -7.8% | -$185.15万 | 减仓 |
| GRMN | GARMIN LTD | $2,222.68万 | 1.07% | 84,040 | -2,071 | -2.4% | -$54.77万 | 减仓 |
| OKE | ONEOK INC NEW | $2,245.38万 | 1.08% | 264,660 | 22,460 | 9.3% | $190.55万 | 加仓 |
| GSK | GSK PLC | $2,335.21万 | 1.12% | 394,595 | 3,390 | 0.9% | $20.06万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $2,409.69万 | 1.16% | 74,731 | 9,403 | 14.4% | $303.20万 | 加仓 |
| VLO | VALERO ENERGY CORP | $2,500.00万 | 1.20% | 106,121 | 380 | 0.4% | $8.95万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,512.97万 | 1.21% | 39,977 | -33,772 | -45.8% | -$2,122.92万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2,515.79万 | 1.21% | 49,026 | -4,598 | -8.6% | -$235.95万 | 减仓 |
| COWZ | PACER FDS TR | $2,536.57万 | 1.22% | 409,058 | 13,579 | 3.4% | $84.20万 | 加仓 |
| NDAQ | NASDAQ INC | $2,850.21万 | 1.37% | 328,706 | 26,051 | 8.6% | $225.89万 | 加仓 |
| AAPL | APPLE INC | $2,851.29万 | 1.37% | 110,161 | 44,659 | 68.2% | $1,155.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,966.00万 | 1.43% | 75,450 | 3,004 | 4.1% | $118.09万 | 加仓 |
| IQLT | ISHARES TR | $3,304.84万 | 1.59% | 669,809 | 14,644 | 2.2% | $72.25万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3,351.57万 | 1.61% | 123,034 | -27,397 | -18.2% | -$746.32万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,510.35万 | 1.69% | 1,282,553 | 34,219 | 2.7% | $93.66万 | 加仓 |
| GOOGL | ALPHABET INC | $4,678.24万 | 2.25% | 140,526 | 33,114 | 30.8% | $1,102.39万 | 加仓 |
| AMZN | AMAZON COM INC | $4,691.26万 | 2.26% | 188,389 | 6,328 | 3.5% | $157.58万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $6,001.57万 | 2.89% | 295,702 | 4,040 | 1.4% | $82.00万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $3.41亿 | 16.44% | 81,107 | 77,904 | 2,432.2% | $3.28亿 | 加仓 |