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 |
|---|---|---|---|---|---|---|---|---|
| STM | STMICROELECTRONICS N V | $40.60万 | 0.21% | 11,750 | 11,750 | — | $40.60万 | 新建仓 |
| SMMV | ISHARES TR | $39.18万 | 0.20% | 8,982 | -1,016 | -10.2% | -$4.43万 | 减仓 |
| OKE | ONEOK INC NEW | $39.09万 | 0.20% | 4,325 | 4,325 | — | $39.09万 | 新建仓 |
| ASML | ASML HLDG NV | $37.38万 | 0.19% | 283 | 10 | 3.7% | $1.32万 | 加仓 |
| INTU | INTUIT | $36.65万 | 0.19% | 848 | 1 | 0.1% | $432 | 加仓 |
| GLD | SPDR GOLD TR | $36.45万 | 0.19% | 847 | 182 | 27.4% | $7.83万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $36.36万 | 0.19% | 1,500 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $36.18万 | 0.18% | 45,000 | 45,000 | — | $36.18万 | 新建仓 |
| TRMB | TRIMBLE INC | $35.06万 | 0.18% | 5,375 | 5,375 | — | $35.06万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $33.46万 | 0.17% | 1,456 | 18 | 1.3% | $4,136 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $32.99万 | 0.17% | 4,280 | 452 | 11.8% | $3.48万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $32.35万 | 0.16% | 12,627 | 12,627 | — | $32.35万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $32.03万 | 0.16% | 2,700 | 2,700 | — | $32.03万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $31.95万 | 0.16% | 3,400 | 3,400 | — | $31.95万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $31.39万 | 0.16% | 2,307 | 443 | 23.8% | $6.03万 | 加仓 |
| IWP | ISHARES TR | $31.21万 | 0.16% | 2,436 | 40 | 1.7% | $5,125 | 加仓 |
| MRK | MERCK & CO INC | $30.49万 | 0.16% | 2,535 | 2,535 | — | $30.49万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $30.42万 | 0.16% | 1,700 | 1,700 | — | $30.42万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $29.79万 | 0.15% | 2,041 | -175 | -7.9% | -$2.55万 | 减仓 |
| CSCO | CISCO SYS INC | $29.28万 | 0.15% | 3,774 | 3,774 | — | $29.28万 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $29.24万 | 0.15% | 7,900 | 7,900 | — | $29.24万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $28.94万 | 0.15% | 6,282 | 6,282 | — | $28.94万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $28.90万 | 0.15% | 1,473 | 1,473 | — | $28.90万 | 新建仓 |
| TTE | TOTALENERGIES SE | $28.61万 | 0.15% | 3,145 | 3,145 | — | $28.61万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $28.17万 | 0.14% | 3,680 | 3,680 | — | $28.17万 | 新建仓 |
| IAGG | ISHARES TR | $27.43万 | 0.14% | 5,482 | 5,482 | — | $27.43万 | 新建仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $27.03万 | 0.14% | 5,741 | 5,741 | — | $27.03万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $26.91万 | 0.14% | 616 | 616 | — | $26.91万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $26.45万 | 0.13% | 3,390 | -33 | -1.0% | -$2,575 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $26.23万 | 0.13% | 208 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $25.77万 | 0.13% | 908 | -375 | -29.2% | -$10.64万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $25.57万 | 0.13% | 3,379 | -1,960 | -36.7% | -$14.83万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $25.43万 | 0.13% | 2,874 | 2,874 | — | $25.43万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $25.17万 | 0.13% | 2,426 | 2,426 | — | $25.17万 | 新建仓 |
| KO | COCA COLA CO | $25.15万 | 0.13% | 3,307 | -129 | -3.8% | -$9,811 | 减仓 |
| QCOM | QUALCOMM INC | $25.07万 | 0.13% | 1,946 | 1,946 | — | $25.07万 | 新建仓 |
| IUSB | ISHARES TR | $24.95万 | 0.13% | 5,402 | 5,402 | — | $24.95万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $24.14万 | 0.12% | 399 | 399 | — | $24.14万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $22.67万 | 0.12% | 4,633 | 178 | 4.0% | $8,709 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $22.56万 | 0.11% | 4,799 | 195 | 4.2% | $9,168 | 加仓 |
| AGG | ISHARES TR | $22.54万 | 0.11% | 2,271 | 2,271 | — | $22.54万 | 新建仓 |
| LIN | LINDE PLC | $22.33万 | 0.11% | 450 | 450 | — | $22.33万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $22.08万 | 0.11% | 375 | 375 | — | $22.08万 | 新建仓 |
| IJS | ISHARES TR | $21.61万 | 0.11% | 1,825 | 25 | 1.4% | $2,961 | 加仓 |
| VTI | VANGUARD INDEX FDS | $21.59万 | 0.11% | 673 | 673 | — | $21.59万 | 新建仓 |
| NEU | NEWMARKET CORP | $21.40万 | 0.11% | 334 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $21.18万 | 0.11% | 2,198 | 2,198 | — | $21.18万 | 新建仓 |
| BB | BLACKBERRY LTD | $3.24万 | 0.02% | 10,000 | -6,000 | -37.5% | -$1.94万 | 减仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -27,127 | -100.0% | -$138.02万 | 清仓 |
| FLOT | ISHARES TR | $0 | 0.00% | 0 | -7,443 | -100.0% | -$37.86万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -6,402 | -100.0% | -$20.39万 | 清仓 |