13F 机构持仓

Fortune Financial Advisors, LLC

Overland Park KS · SEC CIK 0001961828

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.34亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GRMN 7.8%
USMV 6.0%
NVDA 3.5%
GOOGL 3.0%
VGSH 2.8%
MOAT 2.7%
AAPL 2.6%
AMAT 2.2%
MSFT 1.9%
AVGO 1.9%

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 1280.9% $1.01万 加仓
ETN EATON CORP PLC $111.20万0.57%3,109 1,915160.4% $68.50万 加仓
MUSA MURPHY USA INC $112.59万0.57%2,279 1627.7% $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 1,014381.2% $93.27万 加仓
RTX RTX CORPORATION $117.84万0.60%6,109 3,307118.0% $63.79万 加仓
DIA STATE STR SPDR DOW JONES IND $123.38万0.63%2,664 40.2% $1,852 加仓
UNP UNION PAC CORP $124.38万0.63%5,126 1,74451.6% $42.32万 加仓
TSCO TRACTOR SUPPLY CO $130.23万0.66%28,748 1,6706.2% $7.57万 加仓
BIL SPDR SERIES TRUST $131.54万0.67%14,354 2,50821.2% $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%2,952 592.0% $2.80万 加仓
MTUM ISHARES TR $151.81万0.77%6,326 1,93744.1% $46.48万 加仓
ABT ABBOTT LABORATORIES $152.08万0.78%14,812 2,40619.4% $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 1061.6% $2.62万 加仓
ASR GRUPO AEROPORTUARIO DEL SURE $175.63万0.90%5,225 941.8% $3.16万 加仓
GOOG ALPHABET INC $180.46万0.92%6,291 2,97589.7% $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 2312.0% $3.69万 加仓
STE STERIS PLC $188.42万0.96%8,521 3213.9% $7.10万 加仓
CVX CHEVRON CORPORATION $196.70万1.00%9,507 2,19029.9% $45.31万 加仓
V VISA INC $200.32万1.02%6,628 1862.9% $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 4991.8% $3.62万 加仓
LMT LOCKHEED MARTIN CORP $211.33万1.08%3,497 772.3% $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 2,43010.4% $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 4292.9% $7.09万 加仓
META META PLATFORMS INC $268.78万1.37%4,698 2,434107.5% $139.25万 加仓
MO ALTRIA GROUP INC $299.65万1.53%45,408 1,5323.5% $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 3721.4% $4.70万 加仓
MA MASTERCARD INCORPORATED $334.86万1.71%6,702 1271.9% $6.35万 加仓
NOC NORTHROP GRUMMAN CORP $347.30万1.77%5,091 931.9% $6.34万 加仓
VTIP VANGUARD MALVERN FDS $348.77万1.78%69,824 3,0344.5% $15.15万 加仓
ORLY OREILLY AUTOMOTIVE INC $360.52万1.84%39,055 5431.4% $5.01万 加仓
AVGO BROADCOM INC $375.29万1.91%12,125 8,984286.0% $278.07万 加仓
MSFT MICROSOFT CORP $376.32万1.92%10,166 2,89639.8% $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 5,66139.5% $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 4,5195.2% $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 36,8651,293.5% $642.92万 加仓
USMV ISHARES TR $1,178.53万6.01%127,079 1,6801.3% $15.58万 加仓
GRMN GARMIN LTD $1,523.33万7.76%65,658 -46-0.1% -$1.07万 减仓