Fortune Financial Advisors, LLC
Overland Park KS · SEC CIK 0001961828
$1.96亿2026Q1 申报市值
148持仓数
34.4%前十大占比 · 第一大 7.8%
53 / 3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
NVDA 加仓+$642.92万
AVGO 加仓+$278.07万
STX 新建仓+$238.97万
PJUL 新建仓+$182.98万
POWL 新建仓+$155.56万
2026Q1 卖出最多 按季末市值估算
NVO 清仓-$138.02万
FLOT 清仓-$37.86万
RSPH 清仓-$20.39万
AMZN 减仓-$18.79万
VOO 减仓-$15.05万
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 |
|---|---|---|---|---|---|---|---|---|
| HWKN | HAWKINS INC | $103.15万 | 0.53% | 6,715 | 6,715 | — | $103.15万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $105.33万 | 0.54% | 1,245 | 1,245 | — | $105.33万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $108.17万 | 0.55% | 13,751 | 128 | 0.9% | $1.01万 | 加仓 |
| ETN | EATON CORP PLC | $111.20万 | 0.57% | 3,109 | 1,915 | 160.4% | $68.50万 | 加仓 |
| MUSA | MURPHY USA INC | $112.59万 | 0.57% | 2,279 | 162 | 7.7% | $8.00万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $117.21万 | 0.60% | 1,962 | -252 | -11.4% | -$15.05万 | 减仓 |
| LLY | ELI LILLY & CO | $117.73万 | 0.60% | 1,280 | 1,014 | 381.2% | $93.27万 | 加仓 |
| RTX | RTX CORPORATION | $117.84万 | 0.60% | 6,109 | 3,307 | 118.0% | $63.79万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $123.38万 | 0.63% | 2,664 | 4 | 0.2% | $1,852 | 加仓 |
| UNP | UNION PAC CORP | $124.38万 | 0.63% | 5,126 | 1,744 | 51.6% | $42.32万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $130.23万 | 0.66% | 28,748 | 1,670 | 6.2% | $7.57万 | 加仓 |
| BIL | SPDR SERIES TRUST | $131.54万 | 0.67% | 14,354 | 2,508 | 21.2% | $22.98万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $132.94万 | 0.68% | 2,044 | -55 | -2.6% | -$3.58万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $140.07万 | 0.71% | 2,952 | 59 | 2.0% | $2.80万 | 加仓 |
| MTUM | ISHARES TR | $151.81万 | 0.77% | 6,326 | 1,937 | 44.1% | $46.48万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $152.08万 | 0.78% | 14,812 | 2,406 | 19.4% | $24.70万 | 加仓 |
| POWL | POWELL INDS INC | $155.56万 | 0.79% | 2,875 | 2,875 | — | $155.56万 | 新建仓 |
| FNV | FRANCO NEV CORP | $166.86万 | 0.85% | 6,754 | 106 | 1.6% | $2.62万 | 加仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $175.63万 | 0.90% | 5,225 | 94 | 1.8% | $3.16万 | 加仓 |
| GOOG | ALPHABET INC | $180.46万 | 0.92% | 6,291 | 2,975 | 89.7% | $85.34万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $182.98万 | 0.93% | 39,807 | 39,807 | — | $182.98万 | 新建仓 |
| TJX | TJX COS INC NEW | $184.67万 | 0.94% | 11,564 | 231 | 2.0% | $3.69万 | 加仓 |
| STE | STERIS PLC | $188.42万 | 0.96% | 8,521 | 321 | 3.9% | $7.10万 | 加仓 |
| CVX | CHEVRON CORPORATION | $196.70万 | 1.00% | 9,507 | 2,190 | 29.9% | $45.31万 | 加仓 |
| V | VISA INC | $200.32万 | 1.02% | 6,628 | 186 | 2.9% | $5.62万 | 加仓 |
| TIP | ISHARES TR | $201.02万 | 1.02% | 18,215 | -20 | -0.1% | -$2,207 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $203.01万 | 1.03% | 28,017 | 499 | 1.8% | $3.62万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $211.33万 | 1.08% | 3,497 | 77 | 2.3% | $4.65万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $230.91万 | 1.18% | 12,032 | -415 | -3.3% | -$7.96万 | 减仓 |
| EFAV | ISHARES TR | $235.87万 | 1.20% | 25,814 | 2,430 | 10.4% | $22.20万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $238.97万 | 1.22% | 6,100 | 6,100 | — | $238.97万 | 新建仓 |
| AMZN | AMAZON COM INC | $245.76万 | 1.25% | 11,800 | -902 | -7.1% | -$18.79万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $255.67万 | 1.30% | 15,464 | 429 | 2.9% | $7.09万 | 加仓 |
| META | META PLATFORMS INC | $268.78万 | 1.37% | 4,698 | 2,434 | 107.5% | $139.25万 | 加仓 |
| MO | ALTRIA GROUP INC | $299.65万 | 1.53% | 45,408 | 1,532 | 3.5% | $10.11万 | 加仓 |
| IEI | ISHARES TR | $312.16万 | 1.59% | 26,320 | -112 | -0.4% | -$1.33万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $318.71万 | 1.62% | 10,835 | -250 | -2.3% | -$7.35万 | 减仓 |
| APH | AMPHENOL CORP | $329.44万 | 1.68% | 26,074 | 372 | 1.4% | $4.70万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $334.86万 | 1.71% | 6,702 | 127 | 1.9% | $6.35万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $347.30万 | 1.77% | 5,091 | 93 | 1.9% | $6.34万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $348.77万 | 1.78% | 69,824 | 3,034 | 4.5% | $15.15万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $360.52万 | 1.84% | 39,055 | 543 | 1.4% | $5.01万 | 加仓 |
| AVGO | BROADCOM INC | $375.29万 | 1.91% | 12,125 | 8,984 | 286.0% | $278.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $376.32万 | 1.92% | 10,166 | 2,896 | 39.8% | $107.20万 | 加仓 |
| AMAT | APPLIED MATLS INC | $436.34万 | 2.22% | 12,766 | -231 | -1.8% | -$7.90万 | 减仓 |
| AAPL | APPLE INC | $507.43万 | 2.59% | 19,994 | 5,661 | 39.5% | $143.67万 | 加仓 |
| MOAT | VANECK ETF TRUST | $528.38万 | 2.69% | 54,641 | -963 | -1.7% | -$9.31万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $539.59万 | 2.75% | 92,175 | 4,519 | 5.2% | $26.45万 | 加仓 |
| GOOGL | ALPHABET INC | $594.83万 | 3.03% | 20,685 | -218 | -1.0% | -$6.27万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $692.62万 | 3.53% | 39,715 | 36,865 | 1,293.5% | $642.92万 | 加仓 |
| USMV | ISHARES TR | $1,178.53万 | 6.01% | 127,079 | 1,680 | 1.3% | $15.58万 | 加仓 |
| GRMN | GARMIN LTD | $1,523.33万 | 7.76% | 65,658 | -46 | -0.1% | -$1.07万 | 减仓 |