Churchill Financial Advisors, LLC
LOUISVILLE KY · SEC CIK 0002095935
$4.76亿2026Q1 申报市值
123持仓数
52.7%前十大占比 · 第一大 26.1%
10 / 8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
WMT 加仓+$4,628.66万
IVV 加仓+$855.38万
AAPL 加仓+$800.81万
MSFT 加仓+$616.22万
GOOGL 加仓+$395.22万
2026Q1 卖出最多 按季末市值估算
UBER 减仓-$137.85万
ZM 清仓-$120.84万
UPS 清仓-$93.40万
GTLB 清仓-$58.73万
CCI 清仓-$56.09万
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 |
|---|---|---|---|---|---|---|---|---|
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -14,004 | -100.0% | -$120.84万 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -9,416 | -100.0% | -$93.40万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -15,649 | -100.0% | -$58.73万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -6,312 | -100.0% | -$56.09万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -9,230 | -100.0% | -$46.16万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,490 | -100.0% | -$33.69万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -1,404 | -100.0% | -$31.80万 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -3,620 | -100.0% | -$21.54万 | 清仓 |
| PEP | PEPSICO INC | $21.43万 | 0.05% | 1,380 | -36 | -2.5% | -$5,590 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.44万 | 0.05% | 3,700 | 3,700 | — | $22.44万 | 新建仓 |
| RTX | RTX CORPORATION | $23.15万 | 0.05% | 1,200 | 100 | 9.1% | $1.93万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $23.88万 | 0.05% | 5,848 | -5,734 | -49.5% | -$23.41万 | 减仓 |
| EFA | ISHARES TR | $24.25万 | 0.05% | 2,497 | -3 | -0.1% | -$291 | 减仓 |
| EQIX | EQUINIX INC | $25.39万 | 0.05% | 259 | -283 | -52.2% | -$27.74万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $25.57万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $26.24万 | 0.06% | 3,347 | -113 | -3.3% | -$8,860 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $27.04万 | 0.06% | 3,280 | -200 | -5.7% | -$1.65万 | 减仓 |
| RMD | RESMED INC | $27.27万 | 0.06% | 1,215 | -239 | -16.4% | -$5.37万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $27.52万 | 0.06% | 5,996 | 1,072 | 21.8% | $4.92万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $27.76万 | 0.06% | 5,777 | 61 | 1.1% | $2,931 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $28.81万 | 0.06% | 2,200 | 2,200 | — | $28.81万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $29.72万 | 0.06% | 515 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $30.33万 | 0.06% | 816 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $32.32万 | 0.07% | 5,032 | 700 | 16.2% | $4.50万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $32.66万 | 0.07% | 4,540 | -19,164 | -80.8% | -$137.85万 | 减仓 |
| ABNB | AIRBNB INC | $33.31万 | 0.07% | 2,638 | 2,638 | — | $33.31万 | 新建仓 |
| AFL | AFLAC INC | $33.57万 | 0.07% | 3,060 | 3,060 | — | $33.57万 | 新建仓 |
| MTN | VAIL RESORTS INC | $35.45万 | 0.07% | 2,763 | -419 | -13.2% | -$5.38万 | 减仓 |
| SPGI | S&P GLOBAL INC | $36.66万 | 0.08% | 862 | -1,215 | -58.5% | -$51.68万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $38.31万 | 0.08% | 4,833 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $38.49万 | 0.08% | 2,896 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $38.98万 | 0.08% | 4,105 | 1,585 | 62.9% | $15.05万 | 加仓 |
| HD | HOME DEPOT INC | $41.54万 | 0.09% | 1,263 | 663 | 110.5% | $21.81万 | 加仓 |
| IBTH | ISHARES TR | $43.86万 | 0.09% | 19,552 | 19,552 | — | $43.86万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $45.72万 | 0.10% | 13,632 | 2,816 | 26.0% | $9.44万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $46.39万 | 0.10% | 4,185 | 4,185 | — | $46.39万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $46.56万 | 0.10% | 18,690 | 3,609 | 23.9% | $8.99万 | 加仓 |
| VPU | VANGUARD WORLD FD | $48.41万 | 0.10% | 2,443 | 28 | 1.2% | $5,548 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $49.00万 | 0.10% | 3,030 | 3,030 | — | $49.00万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $49.12万 | 0.10% | 1,100 | -150 | -12.0% | -$6.70万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $49.63万 | 0.10% | 6,740 | 1,039 | 18.2% | $7.65万 | 加仓 |
| SYK | STRYKER CORPORATION | $52.11万 | 0.11% | 1,586 | -100 | -5.9% | -$3.29万 | 减仓 |
| TFC | TRUIST FINL CORP | $52.88万 | 0.11% | 11,503 | -1,008 | -8.1% | -$4.63万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $54.02万 | 0.11% | 6,090 | 141 | 2.4% | $1.25万 | 加仓 |
| SLV | ISHARES SILVER TR | $54.97万 | 0.12% | 8,067 | 2,684 | 49.9% | $18.29万 | 加仓 |
| EMXC | ISHARES INC | $56.15万 | 0.12% | 7,138 | -28 | -0.4% | -$2,202 | 减仓 |
| MGC | VANGUARD WORLD FD | $56.96万 | 0.12% | 2,410 | 0 | 0.0% | — | 不变 |
| ILF | ISHARES TR | $57.86万 | 0.12% | 16,290 | 7,897 | 94.1% | $28.05万 | 加仓 |
| IBTG | ISHARES TR | $59.49万 | 0.13% | 25,961 | 516 | 2.0% | $1.18万 | 加仓 |
| VB | VANGUARD INDEX FDS | $62.76万 | 0.13% | 2,396 | 33 | 1.4% | $8,643 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $75.37万 | 0.16% | 5,089 | 971 | 23.6% | $14.38万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $76.33万 | 0.16% | 3,752 | 1,905 | 103.1% | $38.75万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $76.42万 | 0.16% | 2,936 | 800 | 37.5% | $20.82万 | 加仓 |
| WELL | WELLTOWER INC | $78.49万 | 0.16% | 3,970 | -125 | -3.1% | -$2.47万 | 减仓 |
| ROST | ROSS STORES INC | $80.15万 | 0.17% | 3,700 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $80.64万 | 0.17% | 2,808 | -1,070 | -27.6% | -$30.73万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $80.97万 | 0.17% | 7,886 | -1,247 | -13.7% | -$12.80万 | 减仓 |
| AVGO | BROADCOM INC | $83.04万 | 0.17% | 2,683 | -416 | -13.4% | -$12.88万 | 减仓 |
| LLY | ELI LILLY & CO | $85.91万 | 0.18% | 934 | 206 | 28.3% | $18.95万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $89.29万 | 0.19% | 3,300 | 600 | 22.2% | $16.24万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $91.12万 | 0.19% | 5,280 | 1,100 | 26.3% | $18.98万 | 加仓 |
| IWM | ISHARES TR | $91.74万 | 0.19% | 3,699 | -40 | -1.1% | -$9,920 | 减仓 |
| GILD | GILEAD SCIENCES INC | $97.00万 | 0.20% | 6,960 | 249 | 3.7% | $3.47万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $97.94万 | 0.21% | 1,639 | 150 | 10.1% | $8.96万 | 加仓 |
| CTVA | CORTEVA INC | $98.26万 | 0.21% | 11,738 | -59 | -0.5% | -$4,939 | 减仓 |
| DVY | ISHARES TR | $100.21万 | 0.21% | 6,618 | -207 | -3.0% | -$3.13万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $102.34万 | 0.22% | 1,500 | 1,500 | — | $102.34万 | 新建仓 |
| INTU | INTUIT | $103.60万 | 0.22% | 2,396 | -504 | -17.4% | -$21.79万 | 减仓 |
| UNP | UNION PAC CORP | $104.57万 | 0.22% | 4,310 | 2,300 | 114.4% | $55.80万 | 加仓 |
| ECL | ECOLAB INC | $105.74万 | 0.22% | 3,975 | 3,200 | 412.9% | $85.13万 | 加仓 |
| MS | MORGAN STANLEY | $110.34万 | 0.23% | 6,705 | 1,400 | 26.4% | $23.04万 | 加仓 |
| CRM | SALESFORCE INC | $114.43万 | 0.24% | 6,130 | 1,675 | 37.6% | $31.27万 | 加仓 |
| ADBE | ADOBE INC | $116.44万 | 0.24% | 4,790 | -978 | -17.0% | -$23.77万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $127.72万 | 0.27% | 5,939 | -13 | -0.2% | -$2,796 | 减仓 |
| IVW | ISHARES TR | $128.69万 | 0.27% | 11,378 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $138.43万 | 0.29% | 4,315 | -38 | -0.9% | -$1.22万 | 减仓 |
| SDY | SPDR SERIES TRUST | $145.18万 | 0.31% | 9,948 | -480 | -4.6% | -$7.01万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $150.44万 | 0.32% | 15,188 | 15,188 | — | $150.44万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $157.56万 | 0.33% | 5,209 | 3,235 | 163.9% | $97.85万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $160.59万 | 0.34% | 2,657 | 2,209 | 493.1% | $133.51万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $173.96万 | 0.37% | 5,964 | 528 | 9.7% | $15.40万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $174.75万 | 0.37% | 20,871 | 20,871 | — | $174.75万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $185.79万 | 0.39% | 12,863 | 3,094 | 31.7% | $44.69万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $187.00万 | 0.39% | 21,139 | -1,192 | -5.3% | -$10.54万 | 减仓 |
| EMR | EMERSON ELEC CO | $188.49万 | 0.40% | 14,386 | 6,124 | 74.1% | $80.24万 | 加仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $189.67万 | 0.40% | 57,096 | 6,694 | 13.3% | $22.24万 | 加仓 |
| IJH | ISHARES TR | $204.31万 | 0.43% | 30,254 | -4,910 | -14.0% | -$33.16万 | 减仓 |
| AMGN | AMGEN INC | $221.81万 | 0.47% | 6,304 | 3,900 | 162.2% | $137.22万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $226.75万 | 0.48% | 3,677 | -33 | -0.9% | -$2.04万 | 减仓 |
| CSCO | CISCO SYS INC | $237.32万 | 0.50% | 30,586 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $258.10万 | 0.54% | 16,600 | 7,500 | 82.4% | $116.61万 | 加仓 |
| TXN | TEXAS INSTRS INC | $262.01万 | 0.55% | 13,496 | 8,000 | 145.6% | $155.31万 | 加仓 |
| V | VISA INC | $268.51万 | 0.56% | 8,884 | -1,013 | -10.2% | -$30.62万 | 减仓 |
| SO | SOUTHERN CO | $280.45万 | 0.59% | 29,056 | 17,915 | 160.8% | $172.92万 | 加仓 |
| KLAC | KLA CORP | $280.94万 | 0.59% | 1,908 | 1,074 | 128.8% | $158.14万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $288.18万 | 0.61% | 16,524 | 13,748 | 495.2% | $239.77万 | 加仓 |
| AMZN | AMAZON COM INC | $334.48万 | 0.70% | 16,060 | 8,641 | 116.5% | $179.97万 | 加仓 |
| LOW | LOWES COS INC | $342.82万 | 0.72% | 14,509 | 3,287 | 29.3% | $77.67万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $363.24万 | 0.76% | 14,860 | 11,450 | 335.8% | $279.88万 | 加仓 |