Fortune Financial Advisors, LLC
Overland Park KS · SEC CIK 0001961828
$2.34亿2026Q2 申报市值
163持仓数
33.1%前十大占比 · 第一大 6.7%
16 / 2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
CR 新建仓+$66.21万
APH 加仓+$63.77万
HEI 新建仓+$63.73万
LLY 加仓+$55.66万
INTC 新建仓+$54.58万
2026Q2 卖出最多 按季末市值估算
STX 减仓-$258.62万
AMAT 减仓-$139.10万
GLW 减仓-$72.67万
MOAT 减仓-$41.93万
INTU 清仓-$36.65万
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 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT | $0 | 0.00% | 0 | -848 | -100.0% | -$36.65万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -673 | -100.0% | -$21.59万 | 清仓 |
| BB | BLACKBERRY LTD | $14.42万 | 0.06% | 11,400 | 1,400 | 14.0% | $1.77万 | 加仓 |
| YUM | YUM BRANDS INC | $20.22万 | 0.09% | 1,265 | 1,265 | — | $20.22万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $20.60万 | 0.09% | 3,395 | 5 | 0.1% | $303 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $20.64万 | 0.09% | 1,700 | 1,700 | — | $20.64万 | 新建仓 |
| DIS | DISNEY WALT CO | $20.72万 | 0.09% | 2,153 | -45 | -2.0% | -$4,331 | 减仓 |
| SMH | VANECK ETF TRUST | $21.05万 | 0.09% | 321 | 321 | — | $21.05万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $21.58万 | 0.09% | 558 | 558 | — | $21.58万 | 新建仓 |
| CGNX | COGNEX CORP | $21.73万 | 0.09% | 3,000 | 3,000 | — | $21.73万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $21.90万 | 0.09% | 4,229 | 4,229 | — | $21.90万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.03万 | 0.09% | 530 | 530 | — | $22.03万 | 新建仓 |
| URI | UNITED RENTALS INC | $22.47万 | 0.10% | 198 | 198 | — | $22.47万 | 新建仓 |
| UITB | VICTORY PORTFOLIOS II | $22.48万 | 0.10% | 4,799 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $22.48万 | 0.10% | 2,271 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $23.95万 | 0.10% | 7,079 | 7,079 | — | $23.95万 | 新建仓 |
| TTE | TOTALENERGIES SE | $24.46万 | 0.10% | 3,145 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $24.47万 | 0.10% | 4,638 | 5 | 0.1% | $264 | 加仓 |
| SMMV | ISHARES TR | $24.62万 | 0.11% | 5,348 | -3,634 | -40.5% | -$16.73万 | 减仓 |
| IJS | ISHARES TR | $24.95万 | 0.11% | 1,826 | 1 | 0.1% | $137 | 加仓 |
| IUSB | ISHARES TR | $25.02万 | 0.11% | 5,421 | 19 | 0.4% | $877 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $25.28万 | 0.11% | 1,700 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $25.79万 | 0.11% | 3,408 | 29 | 0.9% | $2,195 | 加仓 |
| NEU | NEWMARKET CORP | $26.43万 | 0.11% | 334 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $26.57万 | 0.11% | 208 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $26.77万 | 0.11% | 201 | 29 | 16.9% | $3.86万 | 重新持有 |
| KO | COCA COLA CO | $26.88万 | 0.11% | 3,307 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $27.05万 | 0.12% | 5,763 | 22 | 0.4% | $1,033 | 加仓 |
| TRMB | TRIMBLE INC | $27.51万 | 0.12% | 5,375 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $27.77万 | 0.12% | 5,489 | 7 | 0.1% | $354 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $27.92万 | 0.12% | 2,990 | 116 | 4.0% | $1.08万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $30.14万 | 0.13% | 2,924 | 2,924 | — | $30.14万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $31.06万 | 0.13% | 2,041 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $31.20万 | 0.13% | 847 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $31.37万 | 0.13% | 3,400 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $32.14万 | 0.14% | 1,475 | 2 | 0.1% | $436 | 加仓 |
| SPAB | SPDR SERIES TRUST | $32.29万 | 0.14% | 12,652 | 25 | 0.2% | $638 | 加仓 |
| WM | WASTE MGMT INC DEL | $32.45万 | 0.14% | 1,456 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $32.57万 | 0.14% | 2,535 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $33.01万 | 0.14% | 3,832 | 136 | 3.7% | $1.17万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $33.45万 | 0.14% | 4,672 | 392 | 9.2% | $2.81万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $34.07万 | 0.15% | 3,877 | 197 | 5.4% | $1.73万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $34.13万 | 0.15% | 1,544 | 1,544 | — | $34.13万 | 新建仓 |
| HON | HONEYWELL INTL INC | $34.57万 | 0.15% | 1,544 | -1,487 | -49.1% | -$33.29万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $35.07万 | 0.15% | 7,616 | 1,334 | 21.2% | $6.14万 | 加仓 |
| IWP | ISHARES TR | $35.68万 | 0.15% | 2,437 | 1 | 0.0% | $146 | 加仓 |
| QCOM | QUALCOMM INC | $35.97万 | 0.15% | 1,947 | 1 | 0.1% | $185 | 加仓 |
| OKE | ONEOK INC NEW | $37.60万 | 0.16% | 4,325 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $37.77万 | 0.16% | 7,900 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $39.04万 | 0.17% | 2,700 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $39.66万 | 0.17% | 1,436 | -990 | -40.8% | -$27.34万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $41.29万 | 0.18% | 2,816 | 1 | 0.0% | $147 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $42.05万 | 0.18% | 729 | 354 | 94.4% | $20.42万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $42.18万 | 0.18% | 1,500 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $42.22万 | 0.18% | 2,392 | 1 | 0.0% | $176 | 加仓 |
| PSX | PHILLIPS 66 | $42.60万 | 0.18% | 2,520 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $43.09万 | 0.18% | 2,950 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $43.16万 | 0.18% | 5,600 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $43.23万 | 0.18% | 1,478 | 1,478 | — | $43.23万 | 新建仓 |
| CSCO | CISCO SYS INC | $44.35万 | 0.19% | 3,776 | 2 | 0.1% | $235 | 加仓 |
| FDX | FEDEX CORP | $45.40万 | 0.19% | 1,450 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $45.49万 | 0.19% | 1,217 | 309 | 34.0% | $11.55万 | 加仓 |
| ADBE | ADOBE INC | $49.00万 | 0.21% | 2,390 | 14 | 0.6% | $2,870 | 加仓 |
| IVV | ISHARES TR | $51.07万 | 0.22% | 682 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TRUST | $51.09万 | 0.22% | 14,907 | -248 | -1.6% | -$8,499 | 减仓 |
| — | RBB FD INC | $51.11万 | 0.22% | 10,245 | 10,245 | — | $51.11万 | 新建仓 |
| QUAL | ISHARES TR | $51.42万 | 0.22% | 2,343 | 1 | 0.0% | $219 | 加仓 |
| LIN | LINDE PLC | $52.32万 | 0.22% | 1,008 | 558 | 124.0% | $28.96万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $54.12万 | 0.23% | 9,600 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $54.58万 | 0.23% | 3,909 | 3,909 | — | $54.58万 | 新建仓 |
| IEFA | ISHARES TR | $54.70万 | 0.23% | 5,664 | 129 | 2.3% | $1.25万 | 加仓 |
| ASML | ASML HLDG NV | $54.71万 | 0.23% | 275 | -8 | -2.8% | -$1.59万 | 减仓 |
| FSLR | FIRST SOLAR INC | $54.86万 | 0.23% | 2,325 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $55.04万 | 0.24% | 7,503 | 195 | 2.7% | $1.43万 | 加仓 |
| IMTM | ISHARES TR | $57.02万 | 0.24% | 10,693 | 1,891 | 21.5% | $10.08万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $58.58万 | 0.25% | 15,780 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $59.76万 | 0.26% | 45,000 | 0 | 0.0% | — | 不变 |
| ANGL | VANECK ETF TRUST | $62.18万 | 0.27% | 21,266 | 103 | 0.5% | $3,012 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $62.66万 | 0.27% | 4,762 | 2,455 | 106.4% | $32.30万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $63.07万 | 0.27% | 1,586 | 631 | 66.1% | $25.09万 | 加仓 |
| HEI | HEICO CORP NEW | $63.73万 | 0.27% | 1,789 | 1,789 | — | $63.73万 | 新建仓 |
| CMI | CUMMINS INC | $63.95万 | 0.27% | 897 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $63.95万 | 0.27% | 2,542 | -67 | -2.6% | -$1.69万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $65.06万 | 0.28% | 3,650 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $65.90万 | 0.28% | 4,000 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $66.21万 | 0.28% | 2,968 | 2,968 | — | $66.21万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $67.00万 | 0.29% | 910 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $68.73万 | 0.29% | 4,634 | -141 | -3.0% | -$2.09万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $70.07万 | 0.30% | 2,961 | 7 | 0.2% | $1,656 | 加仓 |
| PEP | PEPSICO INC | $70.40万 | 0.30% | 5,199 | 153 | 3.0% | $2.07万 | 加仓 |
| TKR | TIMKEN CO | $73.39万 | 0.31% | 5,050 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $76.28万 | 0.33% | 7,338 | 5 | 0.1% | $520 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $77.69万 | 0.33% | 1,165 | 766 | 192.0% | $51.08万 | 加仓 |
| RY | ROYAL BK CDA | $78.65万 | 0.34% | 3,800 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $81.68万 | 0.35% | 1,457 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $82.19万 | 0.35% | 2,270 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $83.47万 | 0.36% | 8,239 | 661 | 8.7% | $6.70万 | 加仓 |
| ENS | ENERSYS | $84.18万 | 0.36% | 3,600 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $88.00万 | 0.38% | 11,750 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $88.35万 | 0.38% | 1,762 | 0 | 0.0% | — | 不变 |