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 |
|---|---|---|---|---|---|---|---|---|
| GRMN | GARMIN LTD | $1,559.64万 | 6.67% | 65,658 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $1,215.52万 | 5.20% | 126,013 | -1,066 | -0.8% | -$10.28万 | 减仓 |
| AMAT | APPLIED MATLS INC | $783.86万 | 3.35% | 10,842 | -1,924 | -15.1% | -$139.10万 | 减仓 |
| GOOGL | ALPHABET INC | $766.31万 | 3.28% | 21,443 | 758 | 3.7% | $27.09万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $760.11万 | 3.25% | 37,988 | -1,727 | -4.3% | -$34.56万 | 减仓 |
| AAPL | APPLE INC | $578.88万 | 2.48% | 20,006 | 12 | 0.1% | $3,472 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $569.53万 | 2.44% | 97,858 | 5,683 | 6.2% | $33.07万 | 加仓 |
| MOAT | VANECK ETF TRUST | $526.12万 | 2.25% | 50,608 | -4,033 | -7.4% | -$41.93万 | 减仓 |
| APH | AMPHENOL CORP | $523.51万 | 2.24% | 29,691 | 3,617 | 13.9% | $63.77万 | 加仓 |
| AVGO | BROADCOM INC | $457.47万 | 1.96% | 12,110 | -15 | -0.1% | -$5,666 | 减仓 |
| MSFT | MICROSOFT CORP | $419.60万 | 1.80% | 11,249 | 1,083 | 10.7% | $40.40万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $404.85万 | 1.73% | 43,962 | 4,907 | 12.6% | $45.19万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $385.94万 | 1.65% | 76,835 | 7,011 | 10.0% | $35.22万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $382.70万 | 1.64% | 7,451 | 749 | 11.2% | $38.47万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $376.10万 | 1.61% | 11,490 | 655 | 6.0% | $21.44万 | 加仓 |
| MO | ALTRIA GROUP INC | $363.76万 | 1.56% | 50,558 | 5,150 | 11.3% | $37.05万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $330.03万 | 1.41% | 3,420 | -2,680 | -43.9% | -$258.62万 | 减仓 |
| AMZN | AMAZON COM INC | $318.83万 | 1.36% | 13,377 | 1,577 | 13.4% | $37.59万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $317.59万 | 1.36% | 17,555 | 2,091 | 13.5% | $37.83万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $313.68万 | 1.34% | 32,634 | 4,617 | 16.5% | $44.38万 | 加仓 |
| IEI | ISHARES TR | $312.15万 | 1.34% | 26,577 | 257 | 1.0% | $3.02万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $288.20万 | 1.23% | 5,659 | 568 | 11.2% | $28.93万 | 加仓 |
| V | VISA INC | $268.56万 | 1.15% | 7,828 | 1,200 | 18.1% | $41.17万 | 加仓 |
| META | META PLATFORMS INC | $268.03万 | 1.15% | 4,758 | 60 | 1.3% | $3.38万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $256.01万 | 1.10% | 4,407 | -85 | -1.9% | -$4.94万 | 减仓 |
| POWL | POWELL INDS INC | $246.99万 | 1.06% | 8,625 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $246.22万 | 1.05% | 7,182 | 856 | 13.5% | $29.35万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $245.66万 | 1.05% | 11,546 | -486 | -4.0% | -$10.34万 | 减仓 |
| EFAV | ISHARES TR | $232.02万 | 0.99% | 26,453 | 639 | 2.5% | $5.60万 | 加仓 |
| GOOG | ALPHABET INC | $218.39万 | 0.93% | 6,181 | -110 | -1.7% | -$3.89万 | 减仓 |
| STE | STERIS PLC | $213.56万 | 0.91% | 10,142 | 1,621 | 19.0% | $34.13万 | 加仓 |
| LLY | ELI LILLY & CO | $209.20万 | 0.90% | 1,744 | 464 | 36.2% | $55.66万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $207.77万 | 0.89% | 4,078 | 581 | 16.6% | $29.60万 | 加仓 |
| TJX | TJX COS INC NEW | $206.50万 | 0.88% | 13,630 | 2,066 | 17.9% | $31.30万 | 加仓 |
| TIP | ISHARES TR | $200.11万 | 0.86% | 18,287 | 72 | 0.4% | $7,879 | 加仓 |
| KLAC | KLA CORP | $194.15万 | 0.83% | 6,435 | -165 | -2.5% | -$4.98万 | 减仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $189.79万 | 0.81% | 6,188 | 963 | 18.4% | $29.54万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $177.57万 | 0.76% | 36,379 | -3,428 | -8.6% | -$16.73万 | 减仓 |
| CVX | CHEVRON CORPORATION | $176.57万 | 0.76% | 10,652 | 1,145 | 12.0% | $18.98万 | 加仓 |
| UNP | UNION PAC CORP | $175.78万 | 0.75% | 6,463 | 1,337 | 26.1% | $36.36万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $168.81万 | 0.72% | 20,700 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $168.64万 | 0.72% | 18,585 | 3,773 | 25.5% | $34.24万 | 加仓 |
| BIL | SPDR SERIES TRUST | $161.55万 | 0.69% | 17,629 | 3,275 | 22.8% | $30.01万 | 加仓 |
| MUSA | MURPHY USA INC | $160.24万 | 0.69% | 2,974 | 695 | 30.5% | $37.45万 | 加仓 |
| FNV | FRANCO NEV CORP | $158.37万 | 0.68% | 7,598 | 844 | 12.5% | $17.59万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $156.15万 | 0.67% | 3,568 | 616 | 20.9% | $26.96万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $151.58万 | 0.65% | 2,030 | -14 | -0.7% | -$1.05万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $139.28万 | 0.60% | 2,666 | 2 | 0.1% | $1,045 | 加仓 |
| ETN | EATON CORP PLC | $136.92万 | 0.59% | 3,213 | 104 | 3.3% | $4.43万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $136.03万 | 0.58% | 1,981 | 19 | 1.0% | $1.30万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $125.92万 | 0.54% | 1,245 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $125.54万 | 0.54% | 10,062 | 1,098 | 12.2% | $13.70万 | 加仓 |
| CHE | CHEMED CORP NEW | $124.30万 | 0.53% | 2,669 | 854 | 47.1% | $39.77万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $120.26万 | 0.51% | 38,044 | 9,296 | 32.3% | $29.39万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $119.51万 | 0.51% | 13,792 | 41 | 0.3% | $3,553 | 加仓 |
| RTX | RTX CORPORATION | $117.02万 | 0.50% | 6,168 | 59 | 1.0% | $1.12万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $114.73万 | 0.49% | 5,000 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $113.02万 | 0.48% | 14,657 | -37 | -0.3% | -$2,853 | 减仓 |
| EAT | BRINKER INTL INC | $103.32万 | 0.44% | 6,150 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $96.29万 | 0.41% | 3,253 | 952 | 41.4% | $28.18万 | 加仓 |
| HWKN | HAWKINS INC | $95.43万 | 0.41% | 6,716 | 1 | 0.0% | $142 | 加仓 |
| IEF | ISHARES TR | $94.05万 | 0.40% | 9,945 | -22 | -0.2% | -$2,080 | 减仓 |
| GLW | CORNING INC | $93.36万 | 0.40% | 3,655 | -2,845 | -43.8% | -$72.67万 | 减仓 |
| MCD | MCDONALDS CORP | $93.12万 | 0.40% | 3,445 | 134 | 4.0% | $3.62万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $91.08万 | 0.39% | 2,693 | 2 | 0.1% | $676 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $88.35万 | 0.38% | 1,762 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $88.00万 | 0.38% | 11,750 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS | $84.18万 | 0.36% | 3,600 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $83.47万 | 0.36% | 8,239 | 661 | 8.7% | $6.70万 | 加仓 |
| AMGN | AMGEN INC | $82.19万 | 0.35% | 2,270 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $81.68万 | 0.35% | 1,457 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $78.65万 | 0.34% | 3,800 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $77.69万 | 0.33% | 1,165 | 766 | 192.0% | $51.08万 | 加仓 |
| COP | CONOCOPHILLIPS | $76.28万 | 0.33% | 7,338 | 5 | 0.1% | $520 | 加仓 |
| TKR | TIMKEN CO | $73.39万 | 0.31% | 5,050 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $70.40万 | 0.30% | 5,199 | 153 | 3.0% | $2.07万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $70.07万 | 0.30% | 2,961 | 7 | 0.2% | $1,656 | 加仓 |
| IJR | ISHARES TR | $68.73万 | 0.29% | 4,634 | -141 | -3.0% | -$2.09万 | 减仓 |
| QQQ | INVESCO QQQ TR | $67.00万 | 0.29% | 910 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $66.21万 | 0.28% | 2,968 | 2,968 | — | $66.21万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $65.90万 | 0.28% | 4,000 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $65.06万 | 0.28% | 3,650 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $63.95万 | 0.27% | 2,542 | -67 | -2.6% | -$1.69万 | 减仓 |
| CMI | CUMMINS INC | $63.95万 | 0.27% | 897 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $63.73万 | 0.27% | 1,789 | 1,789 | — | $63.73万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $63.07万 | 0.27% | 1,586 | 631 | 66.1% | $25.09万 | 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 |
| ANGL | VANECK ETF TRUST | $62.18万 | 0.27% | 21,266 | 103 | 0.5% | $3,012 | 加仓 |
| NOK | NOKIA CORP | $59.76万 | 0.26% | 45,000 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $58.58万 | 0.25% | 15,780 | 0 | 0.0% | — | 不变 |
| IMTM | ISHARES TR | $57.02万 | 0.24% | 10,693 | 1,891 | 21.5% | $10.08万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $55.04万 | 0.24% | 7,503 | 195 | 2.7% | $1.43万 | 加仓 |
| FSLR | FIRST SOLAR INC | $54.86万 | 0.23% | 2,325 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $54.71万 | 0.23% | 275 | -8 | -2.8% | -$1.59万 | 减仓 |
| IEFA | ISHARES TR | $54.70万 | 0.23% | 5,664 | 129 | 2.3% | $1.25万 | 加仓 |
| INTC | INTEL CORP | $54.58万 | 0.23% | 3,909 | 3,909 | — | $54.58万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $54.12万 | 0.23% | 9,600 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $52.32万 | 0.22% | 1,008 | 558 | 124.0% | $28.96万 | 加仓 |
| QUAL | ISHARES TR | $51.42万 | 0.22% | 2,343 | 1 | 0.0% | $219 | 加仓 |
| — | RBB FD INC | $51.11万 | 0.22% | 10,245 | 10,245 | — | $51.11万 | 新建仓 |