Churchill Financial Advisors, LLC
LOUISVILLE KY · SEC CIK 0002095935
$5.19亿2026Q2 申报市值
125持仓数
52.1%前十大占比 · 第一大 21.8%
6 / 5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
IVV 加仓+$382.61万
DGRO 加仓+$357.77万
VXF 加仓+$200.54万
VUG 加仓+$171.86万
SPEM 加仓+$80.20万
2026Q2 卖出最多 按季末市值估算
PG 减仓-$161.85万
MCD 减仓-$126.32万
IBM 减仓-$68.62万
LOW 减仓-$44.34万
IJH 减仓-$44.01万
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 |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -1,263 | -100.0% | -$41.54万 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -2,763 | -100.0% | -$35.45万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -1,215 | -100.0% | -$27.27万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -3,700 | -100.0% | -$22.44万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,380 | -100.0% | -$21.43万 | 清仓 |
| INTU | INTUIT 看跌期权 | $13.05万 | 0.03% | 500 | 500 | — | $13.05万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $20.54万 | 0.04% | 400 | -200 | -33.3% | -$10.27万 | 重新持有 |
| DIA | STATE STR SPDR DOW JONES IND | $21.42万 | 0.04% | 410 | 410 | — | $21.42万 | 新建仓 |
| APH | AMPHENOL CORP | $21.51万 | 0.04% | 1,220 | 1,220 | — | $21.51万 | 新建仓 |
| RTX | RTX CORPORATION | $22.77万 | 0.04% | 1,200 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $23.73万 | 0.05% | 2,680 | -600 | -18.3% | -$5.31万 | 减仓 |
| ADBE | ADOBE INC 看跌期权 | $24.60万 | 0.05% | 1,200 | 1,200 | — | $24.60万 | 新建仓 |
| EFA | ISHARES TR | $25.95万 | 0.05% | 2,498 | 1 | 0.0% | $104 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $26.08万 | 0.05% | 3,347 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $26.78万 | 0.05% | 1,826 | -11,037 | -85.8% | -$161.85万 | 减仓 |
| EQIX | EQUINIX INC | $27.00万 | 0.05% | 259 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $27.50万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $27.75万 | 0.05% | 6,303 | 455 | 7.8% | $2.00万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $27.85万 | 0.05% | 2,200 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $33.31万 | 0.06% | 818 | -44 | -5.1% | -$1.79万 | 减仓 |
| TSLA | TESLA INC | $34.32万 | 0.07% | 816 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $35.17万 | 0.07% | 3,000 | -60 | -2.0% | -$7,035 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $37.34万 | 0.07% | 8,235 | 2,239 | 37.3% | $10.15万 | 加仓 |
| QQQ | INVESCO QQQ TR | $37.92万 | 0.07% | 515 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $38.19万 | 0.07% | 4,833 | 0 | 0.0% | — | 不变 |
| ILF | ISHARES TR | $38.88万 | 0.07% | 11,520 | -4,770 | -29.3% | -$16.10万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $39.05万 | 0.08% | 5,412 | 872 | 19.2% | $6.29万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $44.00万 | 0.08% | 9,086 | 3,309 | 57.3% | $16.03万 | 加仓 |
| SLV | ISHARES SILVER TR | $44.01万 | 0.08% | 8,231 | 164 | 2.0% | $8,769 | 加仓 |
| IBTH | ISHARES TR | $44.04万 | 0.08% | 19,686 | 134 | 0.7% | $2,998 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $46.67万 | 0.09% | 4,356 | 171 | 4.1% | $1.83万 | 加仓 |
| VPU | VANGUARD WORLD FD | $48.15万 | 0.09% | 2,460 | 17 | 0.7% | $3,327 | 加仓 |
| SYK | STRYKER CORPORATION | $49.93万 | 0.10% | 1,586 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $50.18万 | 0.10% | 6,835 | 95 | 1.4% | $6,974 | 加仓 |
| ABNB | AIRBNB INC | $50.40万 | 0.10% | 3,522 | 884 | 33.5% | $12.65万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $51.00万 | 0.10% | 5,620 | -2,266 | -28.7% | -$20.56万 | 减仓 |
| RKLB | ROCKET LAB CORP | $51.15万 | 0.10% | 5,032 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $51.62万 | 0.10% | 20,931 | 2,241 | 12.0% | $5.53万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $54.64万 | 0.11% | 1,100 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $55.17万 | 0.11% | 2,896 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $55.50万 | 0.11% | 16,587 | 2,955 | 21.7% | $9.89万 | 加仓 |
| TFC | TRUIST FINL CORP | $57.31万 | 0.11% | 11,503 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $57.77万 | 0.11% | 2,136 | -800 | -27.2% | -$21.64万 | 减仓 |
| MBB | ISHARES TR | $59.13万 | 0.11% | 6,256 | 2,151 | 52.4% | $20.33万 | 加仓 |
| IBTG | ISHARES TR | $59.65万 | 0.11% | 26,061 | 100 | 0.4% | $2,289 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $59.69万 | 0.11% | 6,190 | 100 | 1.6% | $9,643 | 加仓 |
| INTU | INTUIT | $61.23万 | 0.12% | 2,346 | -50 | -2.1% | -$1.30万 | 减仓 |
| MGC | VANGUARD WORLD FD | $65.94万 | 0.13% | 2,410 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $66.38万 | 0.13% | 20,326 | 20,326 | — | $66.38万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $66.98万 | 0.13% | 3,616 | 586 | 19.3% | $10.85万 | 加仓 |
| EMXC | ISHARES INC | $68.18万 | 0.13% | 6,665 | -473 | -6.6% | -$4.84万 | 减仓 |
| VB | VANGUARD INDEX FDS | $75.02万 | 0.14% | 2,475 | 79 | 3.3% | $2.39万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $76.40万 | 0.15% | 1,500 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $78.75万 | 0.15% | 3,700 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $79.85万 | 0.15% | 2,078 | 2,078 | — | $79.85万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $85.51万 | 0.16% | 5,411 | 322 | 6.3% | $5.09万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $86.36万 | 0.17% | 5,280 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $86.48万 | 0.17% | 10,734 | -498 | -4.4% | -$4.01万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $87.93万 | 0.17% | 6,960 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $90.11万 | 0.17% | 3,970 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $96.03万 | 0.18% | 6,130 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $97.59万 | 0.19% | 4,760 | -30 | -0.6% | -$6,151 | 减仓 |
| CTVA | CORTEVA INC | $99.41万 | 0.19% | 11,738 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $103.45万 | 0.20% | 6,618 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $110.75万 | 0.21% | 3,975 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $111.14万 | 0.21% | 3,699 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $111.43万 | 0.21% | 929 | -5 | -0.5% | -$5,997 | 减仓 |
| UNP | UNION PAC CORP | $117.23万 | 0.23% | 4,310 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $118.12万 | 0.23% | 3,127 | 444 | 16.5% | $16.77万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $123.63万 | 0.24% | 1,800 | 161 | 9.8% | $11.06万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $124.69万 | 0.24% | 3,000 | -300 | -9.1% | -$12.47万 | 减仓 |
| MS | MORGAN STANLEY | $129.71万 | 0.25% | 6,205 | -500 | -7.5% | -$10.45万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $135.36万 | 0.26% | 2,657 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $141.05万 | 0.27% | 5,961 | 22 | 0.4% | $5,206 | 加仓 |
| SDY | SPDR SERIES TRUST | $144.92万 | 0.28% | 9,523 | -425 | -4.3% | -$6.47万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $146.06万 | 0.28% | 20,871 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $153.46万 | 0.30% | 11,159 | -219 | -1.9% | -$3.01万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $159.67万 | 0.31% | 4,315 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $172.81万 | 0.33% | 5,109 | -100 | -1.9% | -$3.38万 | 减仓 |
| IJH | ISHARES TR | $189.27万 | 0.36% | 24,546 | -5,708 | -18.9% | -$44.01万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $191.17万 | 0.37% | 5,791 | -173 | -2.9% | -$5.71万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $199.92万 | 0.38% | 21,409 | 270 | 1.3% | $2.52万 | 加仓 |
| EMR | EMERSON ELEC CO | $205.94万 | 0.40% | 14,386 | 0 | 0.0% | — | 不变 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $221.87万 | 0.43% | 62,375 | 5,279 | 9.2% | $18.78万 | 加仓 |
| AMGN | AMGEN INC | $228.28万 | 0.44% | 6,304 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $257.88万 | 0.50% | 3,667 | -10 | -0.3% | -$7,033 | 减仓 |
| YUM | YUM BRANDS INC | $261.50万 | 0.50% | 16,358 | -242 | -1.5% | -$3.87万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $264.49万 | 0.51% | 4,553 | 801 | 21.3% | $46.53万 | 加仓 |
| SO | SOUTHERN CO | $275.22万 | 0.53% | 28,756 | -300 | -1.0% | -$2.87万 | 减仓 |
| LOW | LOWES COS INC | $275.57万 | 0.53% | 12,498 | -2,011 | -13.9% | -$44.34万 | 减仓 |
| V | VISA INC | $303.43万 | 0.58% | 8,844 | -40 | -0.5% | -$1.37万 | 减仓 |
| CME | CME GROUP INC | $323.36万 | 0.62% | 14,643 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $359.26万 | 0.69% | 30,586 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $374.86万 | 0.72% | 14,760 | -100 | -0.7% | -$2.54万 | 减仓 |
| — | ELECTRONIC ARTS INC | $388.69万 | 0.75% | 18,957 | -966 | -4.8% | -$19.81万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $395.06万 | 0.76% | 19,744 | 3,220 | 19.5% | $64.43万 | 加仓 |
| TXN | TEXAS INSTRS INC | $396.31万 | 0.76% | 13,296 | -200 | -1.5% | -$5.96万 | 减仓 |
| KO | COCA COLA CO | $397.87万 | 0.77% | 48,957 | -1,900 | -3.7% | -$15.44万 | 减仓 |
| AMZN | AMAZON COM INC | $422.74万 | 0.81% | 17,737 | 1,677 | 10.4% | $39.97万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $442.96万 | 0.85% | 14,870 | -318 | -2.1% | -$9.47万 | 减仓 |