Foster Victor Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Foster Victor Wealth Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 252 只证券,申报市值合计 19.04 亿美元。前几大持仓:VTV(3.52%)、GOOGL(2.73%)、AMZN(2.24%)。本季前 25 大持仓中:增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $67.0M | 3.52% | 306,626 | 增持 |
| 2 | GOOGL | ALPHABET INC | $51.9M | 2.73% | 144,453 | 增持 |
| 3 | AMZN | AMAZON COM INC | $42.7M | 2.24% | 172,397 | 减持 |
| 4 | SCHX | SCHWAB STRATEGIC TR | $42.5M | 2.23% | 1.4M | 增持 |
| 5 | LRCX | LAM RESEARCH CORP | $35.4M | 1.86% | 102,238 | 减持 |
| 6 | AAPL | APPLE INC | $35.2M | 1.85% | 111,885 | 增持 |
| 7 | IQLT | ISHARES TR | $34.4M | 1.81% | 697,839 | 增持 |
| 8 | MSFT | MICROSOFT CORP | $29.0M | 1.52% | 75,235 | 减持 |
| 9 | VLO | VALERO ENERGY CORP | $27.5M | 1.45% | 91,288 | 减持 |
| 10 | QQQ | INVESCO QQQ TR | $27.5M | 1.44% | 38,163 | 减持 |
| 11 | MA | MASTERCARD INCORPORATED | $26.9M | 1.41% | 49,960 | 增持 |
| 12 | CSCO | CISCO SYS INC | $25.7M | 1.35% | 219,502 | 减持 |
| 13 | OKE | ONEOK INC NEW | $25.2M | 1.32% | 274,058 | 增持 |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $24.2M | 1.27% | 44,090 | 减持 |
| 15 | CP | CANADIAN PACIFIC KANSAS CITY | $24.0M | 1.26% | 263,228 | 增持 |
| 16 | AMGN | AMGEN INC | $23.0M | 1.21% | 64,695 | 增持 |
| 17 | ABBV | ABBVIE INC | $22.9M | 1.20% | 93,625 | 增持 |
| 18 | NVDA | NVIDIA CORPORATION | $22.8M | 1.20% | 107,648 | 增持 |
| 19 | PM | PHILIP MORRIS INTL INC | $22.7M | 1.19% | 128,847 | 增持 |
| 20 | JNJ | JOHNSON & JOHNSON | $21.7M | 1.14% | 85,335 | 增持 |
| 21 | EMR | EMERSON ELEC CO | $21.4M | 1.13% | 157,454 | 增持 |
| 22 | GSK | GSK PLC | $21.2M | 1.12% | 414,286 | 增持 |
| 23 | MAS | MASCO CORP | $20.6M | 1.08% | 264,072 | 增持 |
| 24 | GRMN | GARMIN LTD | $20.3M | 1.06% | 83,911 | 减持 |
| 25 | META | META PLATFORMS INC | $20.1M | 1.06% | 30,444 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR