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 |
|---|---|---|---|---|---|---|---|---|
| SAP | SAP SE | $39.70万 | 0.02% | 2,564 | 638 | 33.1% | $9.88万 | 加仓 |
| IWS | ISHARES TR | $37.86万 | 0.02% | 2,288 | -39 | -1.7% | -$6,454 | 减仓 |
| INTC | INTEL CORP | $37.62万 | 0.02% | 3,491 | -5,814 | -62.5% | -$62.65万 | 减仓 |
| GLW | CORNING INC | $37.16万 | 0.02% | 1,981 | 40 | 2.1% | $7,504 | 加仓 |
| PBF | PBF ENERGY INC | $36.53万 | 0.02% | 6,000 | 6,000 | — | $36.53万 | 新建仓 |
| BX | BLACKSTONE INC | $36.00万 | 0.02% | 2,890 | 31 | 1.1% | $3,862 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $35.58万 | 0.02% | 13,832 | 6 | 0.0% | $154 | 加仓 |
| BLK | BLACKROCK INC | $34.63万 | 0.02% | 338 | -29 | -7.9% | -$2.97万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $34.04万 | 0.02% | 801 | -134 | -14.3% | -$5.69万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $33.60万 | 0.02% | 629 | 34 | 5.7% | $1.82万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $33.27万 | 0.02% | 3,306 | 6 | 0.2% | $604 | 加仓 |
| ABT | ABBOTT LABORATORIES | $32.89万 | 0.02% | 3,697 | -455 | -11.0% | -$4.05万 | 减仓 |
| TJX | TJX COS INC NEW | $31.41万 | 0.02% | 2,089 | -38 | -1.8% | -$5,714 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $30.04万 | 0.02% | 2,592 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $29.86万 | 0.02% | 3,951 | -7 | -0.2% | -$529 | 减仓 |
| VGT | VANGUARD WORLD FD | $29.45万 | 0.02% | 2,514 | -518 | -17.1% | -$6.07万 | 减仓 |
| MKL | MARKEL GROUP INC | $29.15万 | 0.02% | 150 | 150 | — | $29.15万 | 新建仓 |
| SDRL | SEADRILL LTD | $27.99万 | 0.01% | 6,500 | 6,500 | — | $27.99万 | 新建仓 |
| IEFA | ISHARES TR | $27.83万 | 0.01% | 2,872 | -100 | -3.4% | -$9,689 | 减仓 |
| MS | MORGAN STANLEY | $27.41万 | 0.01% | 1,204 | -274 | -18.5% | -$6.24万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $27.37万 | 0.01% | 771 | -18 | -2.3% | -$6,391 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $27.14万 | 0.01% | 2,255 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $26.64万 | 0.01% | 3,665 | 400 | 12.3% | $2.91万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $26.13万 | 0.01% | 6,925 | -1,547 | -18.3% | -$5.84万 | 减仓 |
| USMV | ISHARES TR | $25.50万 | 0.01% | 2,632 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $25.38万 | 0.01% | 3,054 | 10 | 0.3% | $831 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $25.20万 | 0.01% | 682 | -82 | -10.7% | -$3.03万 | 减仓 |
| HON | HONEYWELL INTL INC | $24.76万 | 0.01% | 1,112 | -1,200 | -51.9% | -$26.72万 | 减仓 |
| EFX | EQUIFAX INC | $24.71万 | 0.01% | 1,480 | 21 | 1.4% | $3,506 | 加仓 |
| NBR | NABORS INDUSTRIES LTD | $24.30万 | 0.01% | 2,908 | 2,908 | — | $24.30万 | 新建仓 |
| IVW | ISHARES TR | $24.19万 | 0.01% | 1,754 | -102 | -5.5% | -$1.41万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $23.82万 | 0.01% | 271 | 271 | — | $23.82万 | 新建仓 |
| FTNT | FORTINET INC | $23.79万 | 0.01% | 1,426 | 1,426 | — | $23.79万 | 新建仓 |
| RY | ROYAL BK CDA | $23.74万 | 0.01% | 1,109 | 1,109 | — | $23.74万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $23.74万 | 0.01% | 4,790 | 4,790 | — | $23.74万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $23.35万 | 0.01% | 2,034 | -263 | -11.4% | -$3.02万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $23.23万 | 0.01% | 2,044 | 73 | 3.7% | $8,296 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $23.10万 | 0.01% | 1,113 | 1,113 | — | $23.10万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $22.77万 | 0.01% | 897 | -74 | -7.6% | -$1.88万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $22.33万 | 0.01% | 3,087 | 3,087 | — | $22.33万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $22.15万 | 0.01% | 3,883 | -190 | -4.7% | -$1.08万 | 减仓 |
| TRMD | TORM PLC | $21.92万 | 0.01% | 7,450 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $21.67万 | 0.01% | 730 | -435 | -37.3% | -$12.91万 | 减仓 |
| SNOW | SNOWFLAKE INC | $21.55万 | 0.01% | 781 | 781 | — | $21.55万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $21.35万 | 0.01% | 5,008 | -341 | -6.4% | -$1.45万 | 减仓 |
| AFL | AFLAC INC | $21.04万 | 0.01% | 1,724 | 1,724 | — | $21.04万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $20.52万 | 0.01% | 6,527 | -405 | -5.8% | -$1.27万 | 减仓 |
| FIX | COMFORT SYS USA INC | $20.41万 | 0.01% | 115 | 115 | — | $20.41万 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $20.33万 | 0.01% | 30,067 | -1,000 | -3.2% | -$6,760 | 减仓 |
| — | SIGHT SCIENCES INC | $18.13万 | 0.01% | 35,895 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO 看跌期权 | $14.95万 | 0.01% | 1,800 | -14,200 | -88.8% | -$117.97万 | 减仓 |
| — | ANAVEX LIFE SCIENCES CORP | $9.70万 | 0.01% | 39,925 | 0 | 0.0% | — | 不变 |
| — | ATLANTIC AMERN CORP | $7.17万 | 0.00% | 44,000 | 0 | 0.0% | — | 不变 |
| — | AEYE INC | $2.04万 | 0.00% | 15,588 | 2,000 | 14.7% | $2,620 | 加仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -83,548 | -100.0% | -$1,659.35万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -340,762 | -100.0% | -$1,281.27万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -230,796 | -100.0% | -$805.94万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -145,308 | -100.0% | -$697.04万 | 清仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -55,195 | -100.0% | -$409.11万 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -2,688 | -100.0% | -$39.81万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -2,794 | -100.0% | -$28.08万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -402 | -100.0% | -$27.34万 | 清仓 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -2,714 | -100.0% | -$25.01万 | 清仓 |
| NEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -4,637 | -100.0% | -$23.59万 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -2,818 | -100.0% | -$23.34万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -833 | -100.0% | -$22.38万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -860 | -100.0% | -$22.33万 | 清仓 |
| ACWX | ISHARES TR | $0 | 0.00% | 0 | -3,015 | -100.0% | -$22.20万 | 清仓 |