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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $386.77万 | 0.81% | 50,857 | 5,689 | 12.6% | $43.26万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $402.38万 | 0.85% | 138,370 | -4,347 | -3.0% | -$12.64万 | 减仓 |
| — | ELECTRONIC ARTS INC | $406.17万 | 0.85% | 19,923 | 145 | 0.7% | $2.96万 | 加仓 |
| ADI | ANALOG DEVICES INC | $422.39万 | 0.89% | 13,277 | 2,171 | 19.5% | $69.07万 | 加仓 |
| CME | CME GROUP INC | $432.48万 | 0.91% | 14,643 | 9,095 | 163.9% | $268.62万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $457.16万 | 0.96% | 97,454 | 6,509 | 7.2% | $30.53万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $471.04万 | 0.99% | 16,013 | 4,344 | 37.2% | $127.78万 | 加仓 |
| META | META PLATFORMS INC | $478.59万 | 1.01% | 8,365 | 3,937 | 88.9% | $225.25万 | 加仓 |
| GLDM | WORLD GOLD TR | $494.04万 | 1.04% | 53,300 | 4,393 | 9.0% | $40.72万 | 加仓 |
| CMI | CUMMINS INC | $518.65万 | 1.09% | 9,640 | 4,800 | 99.2% | $258.25万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $541.05万 | 1.14% | 12,387 | 2,732 | 28.3% | $119.33万 | 加仓 |
| TJX | TJX COS INC NEW | $547.61万 | 1.15% | 34,290 | 9,958 | 40.9% | $159.03万 | 加仓 |
| CAT | CATERPILLAR INC | $621.18万 | 1.31% | 8,768 | 5,355 | 156.9% | $379.38万 | 加仓 |
| ABBV | ABBVIE INC | $626.46万 | 1.32% | 28,804 | 8,375 | 41.0% | $182.15万 | 加仓 |
| DE | DEERE & CO | $629.04万 | 1.32% | 11,167 | 3,146 | 39.2% | $177.21万 | 加仓 |
| IEFA | ISHARES TR | $706.51万 | 1.48% | 78,042 | 3,598 | 4.8% | $32.57万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $734.73万 | 1.54% | 35,701 | 4,202 | 13.3% | $86.48万 | 加仓 |
| MCD | MCDONALDS CORP | $775.67万 | 1.63% | 24,958 | 8,848 | 54.9% | $274.99万 | 加仓 |
| CVX | CHEVRON CORPORATION | $813.72万 | 1.71% | 39,329 | 15,757 | 66.8% | $326.01万 | 加仓 |
| — | EXXON MOBIL CORP | $851.85万 | 1.79% | 50,209 | 19,883 | 65.6% | $337.33万 | 加仓 |
| ORCL | ORACLE CORP | $870.48万 | 1.83% | 59,172 | 17,648 | 42.5% | $259.62万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $878.62万 | 1.85% | 36,248 | 10,939 | 43.2% | $265.15万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $906.82万 | 1.91% | 10,719 | 4,301 | 67.0% | $363.86万 | 加仓 |
| AMAT | APPLIED MATLS INC | $975.54万 | 2.05% | 28,542 | 4,732 | 19.9% | $161.74万 | 加仓 |
| DGRO | ISHARES TR | $1,054.36万 | 2.22% | 150,236 | 47,793 | 46.7% | $335.41万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,101.15万 | 2.31% | 11,051 | 3,493 | 46.2% | $348.05万 | 加仓 |
| GOOGL | ALPHABET INC | $1,108.26万 | 2.33% | 38,540 | 13,744 | 55.4% | $395.22万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,494.38万 | 3.14% | 40,370 | 16,647 | 70.2% | $616.22万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,652.99万 | 3.47% | 25,417 | 3,727 | 17.2% | $242.38万 | 加仓 |
| IVV | ISHARES TR | $1,929.84万 | 4.06% | 29,544 | 13,095 | 79.6% | $855.38万 | 加仓 |
| AAPL | APPLE INC | $2,402.05万 | 5.05% | 94,647 | 31,554 | 50.0% | $800.81万 | 加仓 |
| WMT | WALMART INC | $1.24亿 | 26.13% | 1,000,579 | 372,438 | 59.3% | $4,628.66万 | 加仓 |