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 |
|---|---|---|---|---|---|---|---|---|
| FHN | FIRST HORIZON CORPORATION | $33.53万 | 0.02% | 13,826 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $33.20万 | 0.02% | 8,443 | 2,773 | 48.9% | $10.90万 | 加仓 |
| VB | VANGUARD INDEX FDS | $32.40万 | 0.02% | 1,165 | 71 | 6.5% | $1.97万 | 加仓 |
| SAP | SAP SE | $32.31万 | 0.02% | 1,926 | -240 | -11.1% | -$4.03万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $31.56万 | 0.02% | 8,472 | -195 | -2.2% | -$7,264 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $31.37万 | 0.02% | 595 | 90 | 17.8% | $4.75万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $30.92万 | 0.01% | 3,300 | 3,300 | — | $30.92万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $30.18万 | 0.01% | 2,592 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $29.39万 | 0.01% | 935 | 158 | 20.3% | $4.97万 | 加仓 |
| VGT | VANGUARD WORLD FD | $29.15万 | 0.01% | 379 | -15 | -3.8% | -$1.15万 | 减仓 |
| IEFA | ISHARES TR | $28.75万 | 0.01% | 2,972 | 9 | 0.3% | $871 | 加仓 |
| IJH | ISHARES TR | $28.33万 | 0.01% | 3,958 | 158 | 4.2% | $1.13万 | 加仓 |
| SGOV | ISHARES TR | $28.08万 | 0.01% | 2,794 | 2,794 | — | $28.08万 | 新建仓 |
| IVE | ISHARES TR | $27.91万 | 0.01% | 1,283 | -17 | -1.3% | -$3,698 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $27.34万 | 0.01% | 402 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $27.20万 | 0.01% | 1,459 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $27.10万 | 0.01% | 1,478 | 248 | 20.2% | $4.55万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $25.97万 | 0.01% | 764 | 117 | 18.1% | $3.98万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $25.79万 | 0.01% | 789 | 56 | 7.6% | $1.83万 | 加仓 |
| SCZ | ISHARES TR | $25.56万 | 0.01% | 3,044 | -495 | -14.0% | -$4.16万 | 减仓 |
| DGRW | WISDOMTREE TR | $25.01万 | 0.01% | 2,714 | 2,714 | — | $25.01万 | 新建仓 |
| USMV | ISHARES TR | $24.65万 | 0.01% | 2,632 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $24.15万 | 0.01% | 3,265 | 42 | 1.3% | $3,107 | 加仓 |
| NEAR | ISHARES U S ETF TR | $23.59万 | 0.01% | 4,637 | -6,191 | -57.2% | -$31.50万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $23.34万 | 0.01% | 2,818 | 2,818 | — | $23.34万 | 新建仓 |
| IVW | ISHARES TR | $23.14万 | 0.01% | 1,856 | -450 | -19.5% | -$5.61万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $22.69万 | 0.01% | 2,297 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $22.53万 | 0.01% | 1,663 | 1,663 | — | $22.53万 | 新建仓 |
| IWM | ISHARES TR | $22.38万 | 0.01% | 833 | 833 | — | $22.38万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $22.33万 | 0.01% | 860 | 860 | — | $22.33万 | 新建仓 |
| ACWX | ISHARES TR | $22.20万 | 0.01% | 3,015 | 3,015 | — | $22.20万 | 新建仓 |
| TRMD | TORM PLC | $21.98万 | 0.01% | 7,450 | 7,450 | — | $21.98万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $21.92万 | 0.01% | 2,255 | 1 | 0.0% | $97 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $21.35万 | 0.01% | 971 | 71 | 7.9% | $1.56万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $20.91万 | 0.01% | 31,067 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $20.34万 | 0.01% | 1,971 | 94 | 5.0% | $9,701 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $20.27万 | 0.01% | 4,073 | 4,073 | — | $20.27万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $20.09万 | 0.01% | 6,932 | -1,704 | -19.7% | -$4.94万 | 重新持有 |
| — | SIGHT SCIENCES INC | $13.71万 | 0.01% | 35,895 | 0 | 0.0% | — | 不变 |
| — | ANAVEX LIFE SCIENCES CORP | $12.46万 | 0.01% | 39,925 | 0 | 0.0% | — | 不变 |
| — | ATLANTIC AMERN CORP | $11.13万 | 0.01% | 44,000 | 0 | 0.0% | — | 不变 |
| — | AEYE INC | $2.24万 | 0.00% | 13,588 | 3,000 | 28.3% | $4,950 | 加仓 |
| KO | COCA COLA CO 看跌期权 | $1,380 | 0.00% | 16,000 | -16,400 | -50.6% | -$1,414 | 减仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -163,891 | -100.0% | -$1,055.13万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -17,384 | -100.0% | -$723.42万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -181,189 | -100.0% | -$504.07万 | 清仓 |
| IXUS | ISHARES TR | $0 | 0.00% | 0 | -55,323 | -100.0% | -$488.00万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -17,262 | -100.0% | -$420.73万 | 清仓 |
| DBEU | DBX ETF TR | $0 | 0.00% | 0 | -71,994 | -100.0% | -$360.26万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -8,952 | -100.0% | -$85.00万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,947 | -100.0% | -$55.64万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -1,573 | -100.0% | -$28.72万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -745 | -100.0% | -$27.02万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -2,880 | -100.0% | -$25.29万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -2,544 | -100.0% | -$25.04万 | 清仓 |
| HCC | WARRIOR MET COAL INC | $0 | 0.00% | 0 | -2,320 | -100.0% | -$23.22万 | 清仓 |
| HUN | HUNTSMAN CORP | $0 | 0.00% | 0 | -16,335 | -100.0% | -$19.45万 | 清仓 |