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 |
|---|---|---|---|---|---|---|---|---|
| SSNC | SS&C TECH HLDGS | $1,210.29万 | 0.64% | 181,209 | 69 | 0.0% | $4,609 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,237.11万 | 0.65% | 84,687 | 10,912 | 14.8% | $159.40万 | 加仓 |
| BA | BOEING CO | $1,245.12万 | 0.65% | 57,350 | 2,476 | 4.5% | $53.76万 | 加仓 |
| CGNX | COGNEX CORP | $1,318.28万 | 0.69% | 202,718 | -6,857 | -3.3% | -$44.59万 | 减仓 |
| HSY | HERSHEY CO | $1,323.65万 | 0.70% | 77,199 | 6,798 | 9.7% | $116.56万 | 加仓 |
| IVE | ISHARES TR | $1,425.19万 | 0.75% | 61,981 | 60,698 | 4,730.9% | $1,395.69万 | 加仓 |
| HAL | HALLIBURTON CO | $1,428.79万 | 0.75% | 403,384 | -180,243 | -30.9% | -$638.42万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,469.09万 | 0.77% | 108,870 | 107,207 | 6,446.6% | $1,446.65万 | 加仓 |
| MRK | MERCK & CO INC | $1,475.08万 | 0.77% | 122,130 | 5,674 | 4.9% | $68.53万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,481.17万 | 0.78% | 348,758 | 89,317 | 34.4% | $379.33万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,491.15万 | 0.78% | 68,695 | 3,871 | 6.0% | $84.03万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,505.43万 | 0.79% | 31,606 | 852 | 2.8% | $40.58万 | 加仓 |
| MET | METLIFE INC | $1,536.75万 | 0.81% | 166,063 | 4,706 | 2.9% | $43.55万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,537.65万 | 0.81% | 253,654 | 241,573 | 1,999.6% | $1,464.42万 | 加仓 |
| NDAQ | NASDAQ INC | $1,539.05万 | 0.81% | 174,872 | -153,834 | -46.8% | -$1,353.89万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,547.74万 | 0.81% | 214,725 | 11,586 | 5.7% | $83.51万 | 加仓 |
| RDDT | REDDIT INC | $1,580.49万 | 0.83% | 77,753 | 42,752 | 122.1% | $869.02万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,625.75万 | 0.85% | 89,445 | 2,656 | 3.1% | $48.28万 | 加仓 |
| PEP | PEPSICO INC | $1,627.68万 | 0.85% | 120,168 | 9,924 | 9.0% | $134.42万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,638.07万 | 0.86% | 325,726 | 12,161 | 3.9% | $61.16万 | 加仓 |
| CMI | CUMMINS INC | $1,644.03万 | 0.86% | 24,336 | 420 | 1.8% | $28.37万 | 加仓 |
| COWZ | PACER FDS TR | $1,650.65万 | 0.87% | 258,601 | -150,457 | -36.8% | -$960.37万 | 减仓 |
| CI | THE CIGNA GROUP | $1,658.30万 | 0.87% | 54,666 | 2,443 | 4.7% | $74.11万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,666.40万 | 0.88% | 95,305 | -1,932,370 | -95.3% | -$3.38亿 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $1,682.44万 | 0.88% | 187,542 | 8,137 | 4.5% | $73.00万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $1,685.38万 | 0.89% | 52,447 | -22,284 | -29.8% | -$716.09万 | 减仓 |
| WMT | WALMART INC | $1,689.91万 | 0.89% | 148,628 | 2,191 | 1.5% | $24.91万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,695.78万 | 0.89% | 34,531 | 306 | 0.9% | $15.03万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $1,699.45万 | 0.89% | 1,766,585 | 286,598 | 19.4% | $275.71万 | 加仓 |
| CRM | SALESFORCE INC | $1,711.61万 | 0.90% | 102,149 | 17,772 | 21.1% | $297.79万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,714.37万 | 0.90% | 33,289 | 5,075 | 18.0% | $261.36万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1,747.58万 | 0.92% | 250,513 | 8,083 | 3.3% | $56.39万 | 加仓 |
| ENB | ENBRIDGE INC | $1,759.19万 | 0.92% | 314,760 | 14,147 | 4.7% | $79.07万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,781.93万 | 0.94% | 207,805 | 7,712 | 3.9% | $66.13万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1,795.31万 | 0.94% | 39,238 | -2,096 | -5.1% | -$95.90万 | 减仓 |
| LLY | ELI LILLY & CO | $1,815.75万 | 0.95% | 15,754 | 5,982 | 61.2% | $689.46万 | 加仓 |
| AVGO | BROADCOM INC | $1,828.46万 | 0.96% | 46,991 | -659 | -1.4% | -$25.64万 | 减仓 |
| HD | HOME DEPOT INC | $1,866.02万 | 0.98% | 55,250 | 1,376 | 2.6% | $46.47万 | 加仓 |
| STE | STERIS PLC | $1,868.72万 | 0.98% | 89,528 | -903 | -1.0% | -$18.85万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $1,877.57万 | 0.99% | 303,079 | 8,622 | 2.9% | $53.41万 | 加仓 |
| QCOM | QUALCOMM INC | $1,902.19万 | 1.00% | 106,805 | -42,241 | -28.3% | -$752.31万 | 减仓 |
| PFE | PFIZER INC | $1,986.62万 | 1.04% | 819,225 | 33,570 | 4.3% | $81.41万 | 加仓 |
| C | CITIGROUP INC | $2,004.99万 | 1.05% | 150,446 | 2,840 | 1.9% | $37.85万 | 加仓 |
| META | META PLATFORMS INC | $2,012.49万 | 1.06% | 30,444 | 150 | 0.5% | $9.92万 | 加仓 |
| GRMN | GARMIN LTD | $2,025.53万 | 1.06% | 83,911 | -129 | -0.2% | -$3.11万 | 减仓 |
| MAS | MASCO CORP | $2,055.80万 | 1.08% | 264,072 | 11,048 | 4.4% | $86.01万 | 加仓 |
| GSK | GSK PLC | $2,123.21万 | 1.12% | 414,286 | 19,691 | 5.0% | $100.92万 | 加仓 |
| EMR | EMERSON ELEC CO | $2,142.79万 | 1.13% | 157,454 | 16,934 | 12.1% | $230.46万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,166.24万 | 1.14% | 85,335 | 3,582 | 4.4% | $90.93万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,174.09万 | 1.14% | 102,648 | 16,347 | 18.9% | $346.23万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $2,267.06万 | 1.19% | 128,847 | 6,641 | 5.4% | $116.85万 | 加仓 |
| ABBV | ABBVIE INC | $2,291.75万 | 1.20% | 93,625 | 7,497 | 8.7% | $183.51万 | 加仓 |
| AMGN | AMGEN INC | $2,298.29万 | 1.21% | 64,695 | 3,894 | 6.4% | $138.33万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $2,404.59万 | 1.26% | 263,228 | 4,990 | 1.9% | $45.58万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,416.71万 | 1.27% | 44,090 | -16,375 | -27.1% | -$897.56万 | 减仓 |
| OKE | ONEOK INC NEW | $2,518.60万 | 1.32% | 274,058 | 9,398 | 3.6% | $86.37万 | 加仓 |
| CSCO | CISCO SYS INC | $2,570.15万 | 1.35% | 219,502 | -41,832 | -16.0% | -$489.81万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2,687.96万 | 1.41% | 49,960 | 934 | 1.9% | $50.25万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,746.56万 | 1.44% | 38,163 | -1,814 | -4.5% | -$130.55万 | 减仓 |
| VLO | VALERO ENERGY CORP | $2,751.68万 | 1.45% | 91,288 | -14,833 | -14.0% | -$447.11万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,896.03万 | 1.52% | 75,235 | -215 | -0.3% | -$8.28万 | 减仓 |
| IQLT | ISHARES TR | $3,444.54万 | 1.81% | 697,839 | 28,030 | 4.2% | $138.36万 | 加仓 |
| AAPL | APPLE INC | $3,522.81万 | 1.85% | 111,885 | 1,724 | 1.6% | $54.28万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3,538.47万 | 1.86% | 102,238 | -20,796 | -16.9% | -$719.75万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $4,251.54万 | 2.23% | 1,434,875 | 152,322 | 11.9% | $451.33万 | 加仓 |
| AMZN | AMAZON COM INC | $4,266.65万 | 2.24% | 172,397 | -15,992 | -8.5% | -$395.79万 | 减仓 |
| GOOGL | ALPHABET INC | $5,193.24万 | 2.73% | 144,453 | 3,927 | 2.8% | $141.18万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $6,702.84万 | 3.52% | 306,626 | 10,924 | 3.7% | $238.80万 | 加仓 |