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 |
|---|---|---|---|---|---|---|---|---|
| SCHA | SCHWAB STRATEGIC TR | $417.49万 | 0.20% | 132,832 | -2,315 | -1.7% | -$7.28万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $409.11万 | 0.20% | 55,195 | -3,444 | -5.9% | -$25.53万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $401.93万 | 0.19% | 67,371 | 3,053 | 4.7% | $18.21万 | 加仓 |
| VO | VANGUARD INDEX FDS | $401.01万 | 0.19% | 13,282 | -108 | -0.8% | -$3.26万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $386.72万 | 0.19% | 121,572 | 121,572 | — | $386.72万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $321.17万 | 0.15% | 101,925 | -131,307 | -56.3% | -$413.75万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $311.94万 | 0.15% | 14,733 | 1,527 | 11.6% | $32.33万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $310.16万 | 0.15% | 57,458 | 8,307 | 16.9% | $44.84万 | 加仓 |
| TFC | TRUIST FINL CORP | $296.03万 | 0.14% | 59,767 | -127 | -0.2% | -$6,290 | 减仓 |
| GOOG | ALPHABET INC | $296.02万 | 0.14% | 8,954 | 1,366 | 18.0% | $45.16万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $277.87万 | 0.13% | 8,110 | 6 | 0.1% | $2,056 | 加仓 |
| — | EXXON MOBIL CORP | $199.98万 | 0.10% | 13,400 | 525 | 4.1% | $7.84万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $197.73万 | 0.10% | 3,097 | -10,213 | -76.7% | -$652.05万 | 减仓 |
| HUBB | HUBBELL INC | $192.03万 | 0.09% | 3,519 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $169.64万 | 0.08% | 4,658 | 1,094 | 30.7% | $39.84万 | 加仓 |
| IJR | ISHARES TR | $167.99万 | 0.08% | 12,685 | -156 | -1.2% | -$2.07万 | 减仓 |
| ORCL | ORACLE CORP | $163.21万 | 0.08% | 10,013 | -24,606 | -71.1% | -$401.08万 | 减仓 |
| EFAV | ISHARES TR | $150.16万 | 0.07% | 16,069 | -127 | -0.8% | -$1.19万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $130.27万 | 0.06% | 32,213 | 32,213 | — | $130.27万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $120.39万 | 0.06% | 49,647 | -2,484 | -4.8% | -$6.02万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $115.31万 | 0.06% | 3,035 | -40 | -1.3% | -$1.52万 | 减仓 |
| IVV | ISHARES TR | $114.96万 | 0.06% | 1,648 | 531 | 47.5% | $37.04万 | 加仓 |
| SON | SONOCO PRODS CO | $111.93万 | 0.05% | 20,403 | -100 | -0.5% | -$5,486 | 减仓 |
| — | ELECTRONIC ARTS INC | $111.17万 | 0.05% | 5,481 | -1,363 | -19.9% | -$27.65万 | 减仓 |
| ASML | ASML HLDG NV | $109.27万 | 0.05% | 720 | -45 | -5.9% | -$6.83万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $108.87万 | 0.05% | 24,959 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $106.02万 | 0.05% | 8,169 | -316 | -3.7% | -$4.10万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $104.32万 | 0.05% | 33,969 | -322,210 | -90.5% | -$989.51万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $104.14万 | 0.05% | 4,652 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $104.13万 | 0.05% | 17,837 | 3,939 | 28.3% | $23.00万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $91.22万 | 0.04% | 6,722 | 1,289 | 23.7% | $17.49万 | 加仓 |
| GE | GE AEROSPACE | $86.60万 | 0.04% | 2,723 | 39 | 1.5% | $1.24万 | 加仓 |
| WELL | WELLTOWER INC | $86.32万 | 0.04% | 4,091 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $85.81万 | 0.04% | 8,358 | -281 | -3.3% | -$2.88万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $85.30万 | 0.04% | 12,382 | 8,092 | 188.6% | $55.75万 | 加仓 |
| GLD | SPDR GOLD TR | $84.88万 | 0.04% | 1,907 | 446 | 30.5% | $19.85万 | 加仓 |
| LIN | LINDE PLC | $84.78万 | 0.04% | 1,697 | 313 | 22.6% | $15.64万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $81.75万 | 0.04% | 14,134 | 466 | 3.4% | $2.70万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $81.71万 | 0.04% | 30,465 | -479 | -1.5% | -$1.28万 | 减仓 |
| BE | BLOOM ENERGY CORP | $77.93万 | 0.04% | 3,558 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $77.79万 | 0.04% | 2,498 | -30,132 | -92.3% | -$938.28万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.68万 | 0.03% | 1 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $71.41万 | 0.03% | 3,521 | -26 | -0.7% | -$5,273 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $71.20万 | 0.03% | 17,249 | 44 | 0.3% | $1,816 | 加仓 |
| SLYG | SPDR SERIES TRUST | $69.53万 | 0.03% | 6,666 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $67.02万 | 0.03% | 2,009 | 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 |
| TRGP | TARGA RES CORP | $66.85万 | 0.03% | 2,794 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $65.45万 | 0.03% | 64,669 | 1,389 | 2.2% | $1.41万 | 加仓 |
| AZN | ASTRAZENECA PLC | $65.05万 | 0.03% | 3,191 | 3,191 | — | $65.05万 | 新建仓 |
| CAT | CATERPILLAR INC | $64.57万 | 0.03% | 813 | 15 | 1.9% | $1.19万 | 加仓 |
| BAC | BANK AMERICA CORP | $64.45万 | 0.03% | 12,081 | 534 | 4.6% | $2.85万 | 加仓 |
| MPC | MARATHON PETE CORP | $64.07万 | 0.03% | 2,861 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $63.26万 | 0.03% | 6,924 | 1,494 | 27.5% | $13.65万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $61.54万 | 0.03% | 1,982 | 359 | 22.1% | $11.15万 | 加仓 |
| LOW | LOWES COS INC | $60.11万 | 0.03% | 2,419 | -1 | -0.0% | -$248 | 减仓 |
| INTC | INTEL CORP | $59.37万 | 0.03% | 9,305 | 420 | 4.7% | $2.68万 | 加仓 |
| WMB | WILLIAMS COS INC | $56.67万 | 0.03% | 7,932 | 46 | 0.6% | $3,286 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $56.25万 | 0.03% | 4,694 | 10 | 0.2% | $1,198 | 加仓 |
| SFST | SOUTHERN FIRST BANCSHARES | $55.63万 | 0.03% | 9,453 | 159 | 1.7% | $9,357 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $55.30万 | 0.03% | 9,615 | 688 | 7.7% | $3.96万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $54.93万 | 0.03% | 27,440 | 277 | 1.0% | $5,546 | 加仓 |
| INTF | ISHARES TR | $54.37万 | 0.03% | 13,097 | -125 | -0.9% | -$5,189 | 减仓 |
| — | HONEYWELL INTL INC | $53.92万 | 0.03% | 2,312 | 1,093 | 89.7% | $25.49万 | 加仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $53.41万 | 0.03% | 12,432 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $52.67万 | 0.03% | 1,737 | 137 | 8.6% | $4.15万 | 加仓 |
| IBN | ICICI BANK LIMITED | $52.00万 | 0.03% | 18,380 | 4,505 | 32.5% | $12.74万 | 加仓 |
| IWR | ISHARES TR | $50.08万 | 0.02% | 4,887 | 4,887 | — | $50.08万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $48.33万 | 0.02% | 1,014 | 6 | 0.6% | $2,860 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $47.69万 | 0.02% | 2,272 | -37,666 | -94.3% | -$790.57万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $46.04万 | 0.02% | 9,600 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $45.47万 | 0.02% | 2,221 | -330 | -12.9% | -$6.76万 | 减仓 |
| HDB | HDFC BANK LTD | $45.36万 | 0.02% | 16,932 | 4,604 | 37.3% | $12.33万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $45.00万 | 0.02% | 462 | 1 | 0.2% | $974 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $44.95万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $43.89万 | 0.02% | 9,635 | 1,056 | 12.3% | $4.81万 | 加仓 |
| SLB | SLB LIMITED | $43.50万 | 0.02% | 8,448 | 167 | 2.0% | $8,599 | 加仓 |
| ET | ENERGY TRANSFER L P | $42.48万 | 0.02% | 22,682 | 121 | 0.5% | $2,266 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $42.38万 | 0.02% | 2,768 | -739 | -21.1% | -$11.32万 | 减仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $41.99万 | 0.02% | 32,278 | 3,000 | 10.2% | $3.90万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $41.95万 | 0.02% | 4,152 | 445 | 12.0% | $4.50万 | 加仓 |
| EFA | ISHARES TR | $40.92万 | 0.02% | 3,949 | -47 | -1.2% | -$4,870 | 减仓 |
| FLR | FLUOR CORP | $40.81万 | 0.02% | 8,283 | 297 | 3.7% | $1.46万 | 加仓 |
| RIO | RIO TINTO PLC | $40.04万 | 0.02% | 4,050 | -347 | -7.9% | -$3.43万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $39.84万 | 0.02% | 71,135 | 1,022 | 1.5% | $5,723 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $39.81万 | 0.02% | 2,688 | 2,688 | — | $39.81万 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $39.71万 | 0.02% | 12,500 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $39.60万 | 0.02% | 1,872 | 189 | 11.2% | $4.00万 | 加仓 |
| BLK | BLACKROCK INC | $38.68万 | 0.02% | 367 | 24 | 7.0% | $2.53万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $38.32万 | 0.02% | 39,961 | 1,326 | 3.4% | $1.27万 | 加仓 |
| GEV | GE VERNOVA INC | $37.82万 | 0.02% | 383 | 40 | 11.7% | $3.95万 | 加仓 |
| CRH | CRH PLC | $37.63万 | 0.02% | 3,205 | 463 | 16.9% | $5.44万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $37.12万 | 0.02% | 2,826 | 498 | 21.4% | $6.54万 | 加仓 |
| BX | BLACKSTONE INC | $36.11万 | 0.02% | 2,859 | -1,132 | -28.4% | -$14.30万 | 减仓 |
| IWS | ISHARES TR | $35.75万 | 0.02% | 2,327 | 47 | 2.1% | $7,220 | 加仓 |
| DEO | DIAGEO PLC | $34.36万 | 0.02% | 4,269 | 1,441 | 51.0% | $11.60万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $34.14万 | 0.02% | 5,349 | -207,835 | -97.5% | -$1,326.40万 | 减仓 |
| TJX | TJX COS INC NEW | $34.09万 | 0.02% | 2,127 | 45 | 2.2% | $7,213 | 加仓 |
| MELI | MERCADOLIBRE INC | $33.90万 | 0.02% | 184 | 64 | 53.3% | $11.79万 | 加仓 |
| GLW | CORNING INC | $33.54万 | 0.02% | 1,941 | 1,941 | — | $33.54万 | 新建仓 |