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 |
|---|---|---|---|---|---|---|---|---|
| SPTL | SPDR SERIES TRUST | $659.44万 | 0.35% | 257,493 | 19,059 | 8.0% | $48.81万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $644.48万 | 0.34% | 194,062 | 11,997 | 6.6% | $39.84万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $471.74万 | 0.25% | 13,758 | -584 | -4.1% | -$20.02万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $453.65万 | 0.24% | 77,481 | 10,110 | 15.0% | $59.19万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $417.99万 | 0.22% | 83,132 | 83,132 | — | $417.99万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $417.49万 | 0.22% | 51,644 | -1,484 | -2.8% | -$12.00万 | 减仓 |
| EEMV | ISHARES INC | $406.21万 | 0.21% | 55,813 | -4,643 | -7.7% | -$33.79万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $402.19万 | 0.21% | 116,340 | -16,492 | -12.4% | -$57.01万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $393.15万 | 0.21% | 114,955 | -6,617 | -5.4% | -$22.63万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $379.42万 | 0.20% | 106,670 | 106,670 | — | $379.42万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $364.07万 | 0.19% | 12,287 | 12,287 | — | $364.07万 | 新建仓 |
| GOOG | ALPHABET INC | $362.47万 | 0.19% | 10,144 | 1,190 | 13.3% | $42.52万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $356.59万 | 0.19% | 5,160 | 2,063 | 66.6% | $142.56万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $335.64万 | 0.18% | 97,061 | -4,864 | -4.8% | -$16.82万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $314.03万 | 0.16% | 59,273 | 1,815 | 3.2% | $9.62万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $311.33万 | 0.16% | 8,388 | 278 | 3.4% | $10.32万 | 加仓 |
| TFC | TRUIST FINL CORP | $305.27万 | 0.16% | 58,762 | -1,005 | -1.7% | -$5.22万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $252.66万 | 0.13% | 11,483 | -3,250 | -22.1% | -$71.51万 | 减仓 |
| TSLA | TESLA INC | $189.05万 | 0.10% | 4,772 | 114 | 2.4% | $4.52万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $189.02万 | 0.10% | 58,702 | 24,733 | 72.8% | $79.64万 | 加仓 |
| — | EXXON MOBIL CORP | $186.71万 | 0.10% | 12,868 | -532 | -4.0% | -$7.72万 | 减仓 |
| IJR | ISHARES TR | $186.12万 | 0.10% | 12,802 | 117 | 0.9% | $1.70万 | 加仓 |
| HUBB | HUBBELL INC | $170.35万 | 0.09% | 3,520 | 1 | 0.0% | $484 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $168.98万 | 0.09% | 41,786 | 9,573 | 29.7% | $38.71万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $151.61万 | 0.08% | 3,606 | 571 | 18.8% | $24.01万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $147.28万 | 0.08% | 10,823 | 10,823 | — | $147.28万 | 新建仓 |
| EFAV | ISHARES TR | $142.20万 | 0.07% | 15,795 | -274 | -1.7% | -$2.47万 | 减仓 |
| ASML | ASML HLDG NV | $141.99万 | 0.07% | 800 | 80 | 11.1% | $14.20万 | 加仓 |
| ORCL | ORACLE CORP | $127.78万 | 0.07% | 9,987 | -26 | -0.3% | -$3,326 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $115.29万 | 0.06% | 24,959 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $112.12万 | 0.06% | 46,561 | -3,086 | -6.2% | -$7.43万 | 减仓 |
| — | ELECTRONIC ARTS INC | $111.43万 | 0.06% | 5,392 | -89 | -1.6% | -$1.84万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $110.60万 | 0.06% | 18,375 | 538 | 3.0% | $3.24万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $110.39万 | 0.06% | 4,652 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $108.27万 | 0.06% | 20,351 | -52 | -0.3% | -$2,766 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $105.90万 | 0.06% | 5,000 | 5,000 | — | $105.90万 | 新建仓 |
| UMC | UNITED MICROELECTRONICS CORP | $104.87万 | 0.06% | 43,991 | 4,030 | 10.1% | $9.61万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $99.49万 | 0.05% | 7,873 | -296 | -3.6% | -$3.74万 | 减仓 |
| LIN | LINDE PLC | $99.43万 | 0.05% | 1,903 | 206 | 12.1% | $10.76万 | 加仓 |
| WELL | WELLTOWER INC | $96.03万 | 0.05% | 4,069 | -22 | -0.5% | -$5,192 | 减仓 |
| GE | GE AEROSPACE | $95.46万 | 0.05% | 2,699 | -24 | -0.9% | -$8,488 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $94.03万 | 0.05% | 32,345 | 1,880 | 6.2% | $5.47万 | 加仓 |
| CAT | CATERPILLAR INC | $92.03万 | 0.05% | 986 | 173 | 21.3% | $16.15万 | 加仓 |
| MPC | MARATHON PETE CORP | $89.26万 | 0.05% | 2,942 | 81 | 2.8% | $2.46万 | 加仓 |
| BE | BLOOM ENERGY CORP | $86.67万 | 0.05% | 3,561 | 3 | 0.1% | $730 | 加仓 |
| MDYG | SPDR SERIES TRUST | $86.26万 | 0.05% | 7,956 | -402 | -4.8% | -$4.36万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $85.30万 | 0.04% | 12,082 | -300 | -2.4% | -$2.12万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $84.81万 | 0.04% | 6,342 | -380 | -5.7% | -$5.08万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $82.84万 | 0.04% | 14,641 | 507 | 3.6% | $2.87万 | 加仓 |
| V | VISA INC | $80.45万 | 0.04% | 2,260 | -238 | -9.5% | -$8.47万 | 减仓 |
| TRGP | TARGA RES CORP | $78.79万 | 0.04% | 2,798 | 4 | 0.1% | $1,126 | 加仓 |
| IVV | ISHARES TR | $78.68万 | 0.04% | 1,042 | -606 | -36.8% | -$45.76万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $76.89万 | 0.04% | 17,291 | 42 | 0.2% | $1,868 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $76.83万 | 0.04% | 5,348 | 654 | 13.9% | $9.40万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $73.70万 | 0.04% | 1 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $72.72万 | 0.04% | 2,887 | -137 | -4.5% | -$3.45万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $70.90万 | 0.04% | 6,133 | -533 | -8.0% | -$6.16万 | 减仓 |
| IBN | ICICI BANK LIMITED | $68.89万 | 0.04% | 23,755 | 5,375 | 29.2% | $15.59万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $68.55万 | 0.04% | 11,778 | 2,163 | 22.5% | $12.59万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $67.24万 | 0.04% | 2,047 | 38 | 1.9% | $1.25万 | 加仓 |
| AZN | ASTRAZENECA PLC | $64.15万 | 0.03% | 3,899 | 708 | 22.2% | $11.65万 | 加仓 |
| RTX | RTX CORPORATION | $64.03万 | 0.03% | 3,311 | -210 | -6.0% | -$4.06万 | 减仓 |
| HDB | HDFC BANK LTD | $62.43万 | 0.03% | 24,041 | 7,109 | 42.0% | $18.46万 | 加仓 |
| WMB | WILLIAMS COS INC | $62.31万 | 0.03% | 8,201 | 269 | 3.4% | $2.04万 | 加仓 |
| SFST | SOUTHERN FIRST BANCSHARES | $61.36万 | 0.03% | 9,992 | 539 | 5.7% | $3.31万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $61.26万 | 0.03% | 66,438 | 1,769 | 2.7% | $1.63万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $61.01万 | 0.03% | 11,794 | 11,794 | — | $61.01万 | 新建仓 |
| SHEL | SHELL PLC | $60.79万 | 0.03% | 7,201 | 277 | 4.0% | $2.34万 | 加仓 |
| WINN | HARBOR ETF TRUST | $60.06万 | 0.03% | 18,146 | 18,146 | — | $60.06万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $59.27万 | 0.03% | 2,088 | -184 | -8.1% | -$5.22万 | 减仓 |
| NVO | NOVO-NORDISK A S | $58.11万 | 0.03% | 11,842 | 3,399 | 40.3% | $16.68万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $56.55万 | 0.03% | 6,503 | 419 | 6.9% | $3.64万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $55.54万 | 0.03% | 27,768 | 328 | 1.2% | $6,560 | 加仓 |
| INTF | ISHARES TR | $54.09万 | 0.03% | 13,097 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $53.42万 | 0.03% | 12,236 | 2,601 | 27.0% | $11.36万 | 加仓 |
| IWR | ISHARES TR | $52.35万 | 0.03% | 4,767 | -120 | -2.5% | -$1.32万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $51.30万 | 0.03% | 86,505 | 15,370 | 21.6% | $9.11万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $49.51万 | 0.03% | 1,515 | 15 | 1.0% | $4,902 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $49.45万 | 0.03% | 1,629 | -353 | -17.8% | -$10.72万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $49.15万 | 0.03% | 9,600 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $48.81万 | 0.03% | 2,350 | -69 | -2.9% | -$1.43万 | 减仓 |
| SLB | SLB LIMITED | $48.02万 | 0.03% | 10,101 | 1,653 | 19.6% | $7.86万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $47.99万 | 0.03% | 1,897 | -324 | -14.6% | -$8.20万 | 减仓 |
| RIO | RIO TINTO PLC | $46.77万 | 0.02% | 5,013 | 963 | 23.8% | $8.98万 | 加仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $46.36万 | 0.02% | 12,432 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $45.76万 | 0.02% | 22,798 | 116 | 0.5% | $2,328 | 加仓 |
| GLD | SPDR GOLD TR | $45.51万 | 0.02% | 1,223 | -684 | -35.9% | -$25.46万 | 减仓 |
| MELI | MERCADOLIBRE INC | $45.06万 | 0.02% | 240 | 56 | 30.4% | $10.51万 | 加仓 |
| DEO | DIAGEO PLC | $44.96万 | 0.02% | 5,555 | 1,286 | 30.1% | $10.41万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $44.80万 | 0.02% | 2,797 | 29 | 1.0% | $4,645 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $42.65万 | 0.02% | 463 | 1 | 0.2% | $921 | 加仓 |
| TM | TOYOTA MOTOR CORP | $42.12万 | 0.02% | 2,390 | 518 | 27.7% | $9.13万 | 加仓 |
| CRH | CRH PLC | $42.03万 | 0.02% | 4,044 | 839 | 26.2% | $8.72万 | 加仓 |
| GEV | GE VERNOVA INC | $41.58万 | 0.02% | 390 | 7 | 1.8% | $7,463 | 加仓 |
| EFA | ISHARES TR | $41.10万 | 0.02% | 3,953 | 4 | 0.1% | $416 | 加仓 |
| MCD | MCDONALDS CORP | $40.96万 | 0.02% | 1,523 | -214 | -12.3% | -$5.76万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $40.72万 | 0.02% | 3,625 | 799 | 28.3% | $8.97万 | 加仓 |
| FLR | FLUOR CORP | $40.28万 | 0.02% | 7,879 | -404 | -4.9% | -$2.07万 | 减仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $40.00万 | 0.02% | 31,278 | -1,000 | -3.1% | -$1.28万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $39.77万 | 0.02% | 12,500 | 0 | 0.0% | — | 不变 |