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 |
|---|---|---|---|---|---|---|---|---|
| GRMN | GARMIN LTD | $1,523.33万 | 7.76% | 65,658 | -46 | -0.1% | -$1.07万 | 减仓 |
| USMV | ISHARES TR | $1,178.53万 | 6.01% | 127,079 | 1,680 | 1.3% | $15.58万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $692.62万 | 3.53% | 39,715 | 36,865 | 1,293.5% | $642.92万 | 加仓 |
| GOOGL | ALPHABET INC | $594.83万 | 3.03% | 20,685 | -218 | -1.0% | -$6.27万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $539.59万 | 2.75% | 92,175 | 4,519 | 5.2% | $26.45万 | 加仓 |
| MOAT | VANECK ETF TRUST | $528.38万 | 2.69% | 54,641 | -963 | -1.7% | -$9.31万 | 减仓 |
| AAPL | APPLE INC | $507.43万 | 2.59% | 19,994 | 5,661 | 39.5% | $143.67万 | 加仓 |
| AMAT | APPLIED MATLS INC | $436.34万 | 2.22% | 12,766 | -231 | -1.8% | -$7.90万 | 减仓 |
| MSFT | MICROSOFT CORP | $376.32万 | 1.92% | 10,166 | 2,896 | 39.8% | $107.20万 | 加仓 |
| AVGO | BROADCOM INC | $375.29万 | 1.91% | 12,125 | 8,984 | 286.0% | $278.07万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $360.52万 | 1.84% | 39,055 | 543 | 1.4% | $5.01万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $348.77万 | 1.78% | 69,824 | 3,034 | 4.5% | $15.15万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $347.30万 | 1.77% | 5,091 | 93 | 1.9% | $6.34万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $334.86万 | 1.71% | 6,702 | 127 | 1.9% | $6.35万 | 加仓 |
| APH | AMPHENOL CORP | $329.44万 | 1.68% | 26,074 | 372 | 1.4% | $4.70万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $318.71万 | 1.62% | 10,835 | -250 | -2.3% | -$7.35万 | 减仓 |
| IEI | ISHARES TR | $312.16万 | 1.59% | 26,320 | -112 | -0.4% | -$1.33万 | 减仓 |
| MO | ALTRIA GROUP INC | $299.65万 | 1.53% | 45,408 | 1,532 | 3.5% | $10.11万 | 加仓 |
| META | META PLATFORMS INC | $268.78万 | 1.37% | 4,698 | 2,434 | 107.5% | $139.25万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $255.67万 | 1.30% | 15,464 | 429 | 2.9% | $7.09万 | 加仓 |
| AMZN | AMAZON COM INC | $245.76万 | 1.25% | 11,800 | -902 | -7.1% | -$18.79万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $238.97万 | 1.22% | 6,100 | 6,100 | — | $238.97万 | 新建仓 |
| EFAV | ISHARES TR | $235.87万 | 1.20% | 25,814 | 2,430 | 10.4% | $22.20万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $230.91万 | 1.18% | 12,032 | -415 | -3.3% | -$7.96万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $211.33万 | 1.08% | 3,497 | 77 | 2.3% | $4.65万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $203.01万 | 1.03% | 28,017 | 499 | 1.8% | $3.62万 | 加仓 |
| TIP | ISHARES TR | $201.02万 | 1.02% | 18,215 | -20 | -0.1% | -$2,207 | 减仓 |
| V | VISA INC | $200.32万 | 1.02% | 6,628 | 186 | 2.9% | $5.62万 | 加仓 |
| CVX | CHEVRON CORPORATION | $196.70万 | 1.00% | 9,507 | 2,190 | 29.9% | $45.31万 | 加仓 |
| STE | STERIS PLC | $188.42万 | 0.96% | 8,521 | 321 | 3.9% | $7.10万 | 加仓 |
| TJX | TJX COS INC NEW | $184.67万 | 0.94% | 11,564 | 231 | 2.0% | $3.69万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $182.98万 | 0.93% | 39,807 | 39,807 | — | $182.98万 | 新建仓 |
| GOOG | ALPHABET INC | $180.46万 | 0.92% | 6,291 | 2,975 | 89.7% | $85.34万 | 加仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $175.63万 | 0.90% | 5,225 | 94 | 1.8% | $3.16万 | 加仓 |
| FNV | FRANCO NEV CORP | $166.86万 | 0.85% | 6,754 | 106 | 1.6% | $2.62万 | 加仓 |
| POWL | POWELL INDS INC | $155.56万 | 0.79% | 2,875 | 2,875 | — | $155.56万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $152.08万 | 0.78% | 14,812 | 2,406 | 19.4% | $24.70万 | 加仓 |
| MTUM | ISHARES TR | $151.81万 | 0.77% | 6,326 | 1,937 | 44.1% | $46.48万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $140.07万 | 0.71% | 2,952 | 59 | 2.0% | $2.80万 | 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 |
| BIL | SPDR SERIES TRUST | $131.54万 | 0.67% | 14,354 | 2,508 | 21.2% | $22.98万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $130.23万 | 0.66% | 28,748 | 1,670 | 6.2% | $7.57万 | 加仓 |
| UNP | UNION PAC CORP | $124.38万 | 0.63% | 5,126 | 1,744 | 51.6% | $42.32万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $123.38万 | 0.63% | 2,664 | 4 | 0.2% | $1,852 | 加仓 |
| RTX | RTX CORPORATION | $117.84万 | 0.60% | 6,109 | 3,307 | 118.0% | $63.79万 | 加仓 |
| LLY | ELI LILLY & CO | $117.73万 | 0.60% | 1,280 | 1,014 | 381.2% | $93.27万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $117.21万 | 0.60% | 1,962 | -252 | -11.4% | -$15.05万 | 减仓 |
| MUSA | MURPHY USA INC | $112.59万 | 0.57% | 2,279 | 162 | 7.7% | $8.00万 | 加仓 |
| ETN | EATON CORP PLC | $111.20万 | 0.57% | 3,109 | 1,915 | 160.4% | $68.50万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $108.17万 | 0.55% | 13,751 | 128 | 0.9% | $1.01万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $105.33万 | 0.54% | 1,245 | 1,245 | — | $105.33万 | 新建仓 |
| HWKN | HAWKINS INC | $103.15万 | 0.53% | 6,715 | 6,715 | — | $103.15万 | 新建仓 |
| MCD | MCDONALDS CORP | $102.91万 | 0.52% | 3,311 | -19 | -0.6% | -$5,905 | 减仓 |
| IJH | ISHARES TR | $99.23万 | 0.51% | 14,694 | -28 | -0.2% | -$1,891 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $99.03万 | 0.50% | 8,964 | 1,539 | 20.7% | $17.00万 | 加仓 |
| KLAC | KLA CORP | $97.18万 | 0.50% | 660 | 660 | — | $97.18万 | 新建仓 |
| COP | CONOCOPHILLIPS | $96.79万 | 0.49% | 7,333 | 1,178 | 19.1% | $15.55万 | 加仓 |
| IEF | ISHARES TR | $95.12万 | 0.48% | 9,967 | -212 | -2.1% | -$2.02万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $94.85万 | 0.48% | 20,700 | 20,700 | — | $94.85万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $91.38万 | 0.47% | 4,492 | 4,492 | — | $91.38万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $90.00万 | 0.46% | 5,000 | 5,000 | — | $90.00万 | 新建仓 |
| GLW | CORNING INC | $88.38万 | 0.45% | 6,500 | 6,500 | — | $88.38万 | 新建仓 |
| EAT | BRINKER INTL INC | $87.80万 | 0.45% | 6,150 | 6,150 | — | $87.80万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $86.61万 | 0.44% | 1,762 | 1,762 | — | $86.61万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $82.56万 | 0.42% | 2,301 | 106 | 4.8% | $3.80万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $81.39万 | 0.41% | 2,691 | -98 | -3.5% | -$2.96万 | 减仓 |
| AMGN | AMGEN INC | $79.85万 | 0.41% | 2,270 | 1,343 | 144.9% | $47.24万 | 加仓 |
| PEP | PEPSICO INC | $78.36万 | 0.40% | 5,046 | 456 | 9.9% | $7.08万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $76.64万 | 0.39% | 7,578 | 511 | 7.2% | $5.17万 | 加仓 |
| CHE | CHEMED CORP NEW | $68.54万 | 0.35% | 1,815 | 86 | 5.0% | $3.25万 | 加仓 |
| — | HONEYWELL INTL INC | $68.52万 | 0.35% | 3,031 | 1,752 | 137.0% | $39.60万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $63.53万 | 0.32% | 2,954 | -264 | -8.2% | -$5.68万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $62.85万 | 0.32% | 15,780 | 15,780 | — | $62.85万 | 新建仓 |
| ENS | ENERSYS | $62.54万 | 0.32% | 3,600 | 3,600 | — | $62.54万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $61.88万 | 0.32% | 1,457 | 1,457 | — | $61.88万 | 新建仓 |
| RY | ROYAL BK CDA | $61.48万 | 0.31% | 3,800 | 3,800 | — | $61.48万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $61.47万 | 0.31% | 146 | -2 | -1.4% | -$8,421 | 减仓 |
| ANGL | VANECK ETF TRUST | $60.78万 | 0.31% | 21,163 | 6,391 | 43.3% | $18.35万 | 加仓 |
| IJR | ISHARES TR | $59.36万 | 0.30% | 4,775 | -442 | -8.5% | -$5.50万 | 减仓 |
| ADBE | ADOBE INC | $57.76万 | 0.29% | 2,376 | -39 | -1.6% | -$9,480 | 减仓 |
| ABBV | ABBVIE INC | $56.74万 | 0.29% | 2,609 | 2,609 | — | $56.74万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $54.59万 | 0.28% | 4,000 | 4,000 | — | $54.59万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $52.51万 | 0.27% | 910 | -94 | -9.4% | -$5.42万 | 减仓 |
| FDX | FEDEX CORP | $51.65万 | 0.26% | 1,450 | 1,450 | — | $51.65万 | 新建仓 |
| TKR | TIMKEN CO | $50.79万 | 0.26% | 5,050 | 5,050 | — | $50.79万 | 新建仓 |
| BALT | INNOVATOR ETFS TRUST | $50.72万 | 0.26% | 15,155 | 15,155 | — | $50.72万 | 新建仓 |
| IEFA | ISHARES TR | $50.11万 | 0.26% | 5,535 | 3,201 | 137.1% | $28.98万 | 加仓 |
| CMI | CUMMINS INC | $48.24万 | 0.25% | 897 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $45.91万 | 0.23% | 2,520 | 500 | 24.8% | $9.11万 | 加仓 |
| FSLR | FIRST SOLAR INC | $45.86万 | 0.23% | 2,325 | 2,325 | — | $45.86万 | 新建仓 |
| QUAL | ISHARES TR | $44.93万 | 0.23% | 2,342 | 1 | 0.0% | $192 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $44.60万 | 0.23% | 9,600 | 9,600 | — | $44.60万 | 新建仓 |
| IVV | ISHARES TR | $44.54万 | 0.23% | 682 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $44.02万 | 0.22% | 955 | 17 | 1.8% | $7,837 | 加仓 |
| NRG | NRG ENERGY INC | $43.11万 | 0.22% | 2,950 | 2,950 | — | $43.11万 | 新建仓 |
| IMTM | ISHARES TR | $42.27万 | 0.22% | 8,802 | 4,344 | 97.4% | $20.86万 | 加仓 |
| GM | GENERAL MTRS CO | $41.72万 | 0.21% | 5,600 | 5,600 | — | $41.72万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $41.15万 | 0.21% | 7,308 | 6 | 0.1% | $338 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $41.15万 | 0.21% | 2,391 | 81 | 3.5% | $1.39万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $40.66万 | 0.21% | 2,815 | -485 | -14.7% | -$7.00万 | 减仓 |