13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001769063
申报总市值
US$19.0亿
US$19.0亿
231 檔
11.4%
Q4 2025 季度申报显示，Foster Victor Wealth Advisors, LLC 披露的美股组合总市值为 US$19.0亿，涵盖 231 个不同之权益投资仓位。
在 Q4 2025，Foster Victor Wealth Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 22 个既有持股进行加仓（合计增持 28 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Foster Victor Wealth Advisors, LLC 的前 5 大核心持股（包含 VTV, QQQ, AMZN 等）合计占整体申报市值的 11.4%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 231 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-其他 | 3.37% | +0.09% | -0.70% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.67% | — | +121.40% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.54% | -0.44% | -1.34% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.06% | +0.06% | -8.53% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.99% | +0.22% | -2.23% | |
| 6 | LRCX | Lam Research CORP | 股票-科技 | 1.95% | -0.06% | -20.11% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | -0.18% | +3.07% | |
| 8 | IQLT | Ishares Msci International Q | ETF-其他 | 1.80% | -0.08% | -0.56% | |
| 9 | NDAQ | Nasdaq Inc | 股票-金融 | 1.78% | -0.82% | +7.64% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 1.69% | -0.03% | +3.25% | |
| 11 | QCOM | Qualcomm Inc | 股票-科技 | 1.52% | -0.13% | +2.85% | |
| 12 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.48% | -0.08% | +8.03% | |
| 13 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.44% | -0.49% | +5.66% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.42% | -0.58% | +0.25% | |
| 15 | SPGI | S&p Global Inc | 股票-金融 | 1.39% | -0.02% | +24.09% | |
| 16 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 1.34% | -0.16% | +2.33% | |
| 17 | STE | STERIS plc | 股票-医疗保健 | 1.34% | -0.18% | +7.07% | |
| 18 | HAL | Halliburton Co | 股票-能源 | 1.20% | -0.50% | -20.48% | |
| 19 | AMGN | Amgen Inc | 股票-医疗保健 | 1.18% | -0.01% | +2.58% | |
| 20 | EMR | Emerson Electric Co | 股票-工业 | 1.16% | -0.03% | +4.98% | |
| 21 | PM | Philip Morris International | 股票-非周期性消费 | 1.16% | +0.08% | +7.18% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.14% | +0.02% | -0.97% | |
| 23 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.14% | -0.13% | -10.27% | |
| 24 | VLO | Valero Energy CORP | 股票-能源 | 1.13% | +0.02% | +3.69% | |
| 25 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 1.10% | -0.21% | +1.49% | |
| 26 | DHR | Danaher CORP | 股票-医疗保健 | 1.10% | -0.95% | EXIT | |
| 27 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.09% | -0.01% | +7.25% | |
| 28 | GRMN | Garmin Ltd. | 股票-科技 | 1.06% | -0.21% | +9.56% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 1.06% | -0.08% | +3.25% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.05% | -0.09% | -2.00% | |
| 31 | OKE | Oneok Inc | 股票-能源 | 1.05% | +0.04% | +0.71% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 1.05% | +0.12% | +3.06% | |
| 33 | CMI | Cummins Inc | 股票-工业 | 1.04% | +0.02% | -2.76% | |
| 34 | PFE | Pfizer Inc | 股票-医疗保健 | 1.04% | -0.18% | -1.32% | |
| 35 | WMT | Walmart Inc | 股票-非周期性消费 | 1.03% | -0.16% | +3.18% | |
| 36 | HD | Home Depot Inc | 股票-周期性消费 | 1.02% | -0.08% | +4.15% | |
| 37 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.02% | +0.17% | +2.34% | |
| 38 | LMT | Lockheed Martin CORP | 股票-工业 | 1.00% | -0.09% | -1.49% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.99% | -0.11% | +2.50% | |
| 40 | C | Citigroup Inc | 股票-金融 | 0.98% | -0.04% | +3.54% | |
| 41 | AAPL | Apple Inc | 股票-科技 | 0.98% | +0.22% | -1.72% | |
| 42 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.96% | +0.05% | -14.49% | |
| 43 | MAS | Masco CORP | 股票-工业 | 0.96% | +0.14% | +3.76% | |
| 44 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.95% | +0.04% | +5.12% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | -0.04% | +1.90% | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 0.92% | -0.04% | -14.57% | |
| 47 | CRM | Salesforce Inc | 股票-科技 | 0.92% | +0.07% | -4.57% | |
| 48 | BJ | Bj's Wholesale Club Holdings | 股票-非周期性消费 | 0.91% | -0.06% | +5.66% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.89% | -0.04% | -0.69% | |
| 50 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.86% | -0.03% | +3.66% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +1.4% | +121.40% | 加仓 |
| 2 | SCHD | Schwab US Dvd Equity ETF | +0.6% | +2156.73% | 加仓 |
| 3 | VOO | Vanguard S&p 500 ETF | +0.4% | +465.66% | 加仓 |
| 4 | FCX | Freeport-mcmoran Inc | +0.4% | +2.33% | 加仓 |
| 5 | SPGI | S&p Global Inc | +0.3% | +24.09% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | -8.53% | 减仓 |
| 7 | NDAQ | Nasdaq Inc | +0.3% | +7.64% | 加仓 |
| 8 | LRCX | Lam Research CORP | +0.2% | -20.11% | 减仓 |
| 9 | LPLA | Lpl Financial Holdings Inc | +0.2% | +5.66% | 加仓 |
| 10 | CMI | Cummins Inc | +0.2% | -2.76% | 减仓 |
| 11 | PM | Philip Morris International | +0.1% | +7.18% | 加仓 |
| 12 | C | Citigroup Inc | +0.1% | +3.54% | 加仓 |
| 13 | MRK | Merck & Co. Inc. | +0.1% | +3.66% | 加仓 |
| 14 | STE | STERIS plc | +0.1% | +7.07% | 加仓 |
| 15 | WMT | Walmart Inc | +0.1% | +3.18% | 加仓 |
| 16 | CCJ | Cameco CORP | +0.1% | -10.28% | 减仓 |
| 17 | VLO | Valero Energy CORP | +0.1% | +3.69% | 加仓 |
| 18 | BDX | Becton Dickinson And Co | +0.1% | +23.51% | 加仓 |
| 19 | EMR | Emerson Electric Co | +0.1% | +4.98% | 加仓 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +63.99% | 加仓 |
| 21 | JNJ | Johnson & Johnson | +0.1% | -0.97% | 减仓 |
| 22 | AMGN | Amgen Inc | +0.1% | +2.58% | 加仓 |
| 23 | CSCO | Cisco Systems Inc | +0.1% | +3.06% | 加仓 |
| 24 | GSK | Gsk Plc-spon Adr | +0.1% | +1.49% | 加仓 |
| 25 | LMT | Lockheed Martin CORP | +0.1% | -1.49% | 减仓 |
| 26 | AMZN | Amazon.com Inc | 0% | -1.34% | 减仓 |
| 27 | VTV | Vanguard Value ETF | -0.1% | -0.70% | 减仓 |
| 28 | PYPL | Paypal Holdings Inc | -0.2% | +0.78% | 加仓 |
| 29 | CI | THE Cigna Group | -0.2% | -1.98% | 减仓 |
| 30 | CARR | Carrier Global CORP | -0.2% | -15.34% | 减仓 |
| 31 | GRMN | Garmin Ltd. | -0.2% | +9.56% | 加仓 |
| 32 | CGNX | Cognex CORP | -0.2% | -4.38% | 减仓 |
| 33 | NKE | Nike Inc -cl B | -0.2% | -13.46% | 减仓 |
| 34 | ORCL | Oracle CORP | -0.3% | -3.79% | 减仓 |
| 35 | META | Meta Platforms Inc-class A | -0.3% | -2.00% | 减仓 |
| 36 | MSFT | Microsoft CORP | -0.3% | +3.07% | 加仓 |
| 37 | CP | Canadian Pacific Kansas City | -0.3% | -14.49% | 减仓 |
| 38 | CSGP | Costar Group Inc | -0.4% | -5.13% | 减仓 |
| 39 | ORLY | O'reilly Automotive Inc | -0.4% | -10.27% | 减仓 |
| 40 | FSLR | First Solar Inc | -0.4% | -63.78% | 减仓 |
| 41 | ADBE | Adobe Inc | -0.4% | -14.57% | 减仓 |
| 42 | EA | Electronic Arts Inc | -1.1% | -92.72% | 减仓 |
| 43 | FTNT | Fortinet Inc | — | EXIT | 清仓 |
| 44 | BA | Boeing Co/the | — | NEW | 新建仓 |
| 45 | MDT | Medtronic plc | — | NEW | 新建仓 |
| 46 | ROP | Roper Technologies Inc | — | NEW | 新建仓 |
| 47 | RPRX | Royalty Pharma plc | — | NEW | 新建仓 |
| 48 | IXUS | Ishares Core Intl Stock ETF | — | NEW | 新建仓 |
| 49 | SCHC | Schwab Intl Small-cap Equity | — | EXIT | 清仓 |
| 50 | DBEU | Xtrackers Msci Europe Hedged | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Foster Victor Wealth Advisors, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$19.0亿，共申报了 231 个公开持股仓位。
在 Q4 2025 季度，Foster Victor Wealth Advisors, LLC 按市值排列的前三大核心持股分别为：VTV (3.4%)、QQQ (2.7%)、AMZN (2.5%)。其中最大持股仓位 VTV 占据整体投资组合约 3.4% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
BA
市值: US$940.4万
本季最大获利了结 / 清仓标的
FTNT
前期市值: US$994.9万
在 Q4 2025 季度中，Foster Victor Wealth Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 22 个仓位、减仓 20 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 BA。 本季清仓仓位包含 FTNT。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。