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 |
|---|---|---|---|---|---|---|---|---|
| GLDM | WORLD GOLD TR | $467.33万 | 0.90% | 58,843 | 5,543 | 10.4% | $44.02万 | 加仓 |
| META | META PLATFORMS INC | $471.19万 | 0.91% | 8,365 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $477.24万 | 0.92% | 132,089 | -6,281 | -4.5% | -$22.69万 | 减仓 |
| TJX | TJX COS INC NEW | $519.49万 | 1.00% | 34,290 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $524.15万 | 1.01% | 16,013 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $527.32万 | 1.02% | 13,277 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $548.32万 | 1.06% | 20,285 | -4,673 | -18.7% | -$126.32万 | 减仓 |
| KLAC | KLA CORP | $574.76万 | 1.11% | 19,050 | -30 | -0.2% | -$9,051 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $584.81万 | 1.13% | 112,942 | 15,488 | 15.9% | $80.20万 | 加仓 |
| CVX | CHEVRON CORPORATION | $632.03万 | 1.22% | 38,129 | -1,200 | -3.1% | -$19.89万 | 减仓 |
| CMI | CUMMINS INC | $659.01万 | 1.27% | 9,240 | -400 | -4.1% | -$28.53万 | 减仓 |
| — | EXXON MOBIL CORP | $667.58万 | 1.29% | 48,828 | -1,381 | -2.8% | -$18.88万 | 减仓 |
| DE | DEERE & CO | $708.36万 | 1.36% | 11,167 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $717.27万 | 1.38% | 28,504 | -300 | -1.0% | -$7.55万 | 减仓 |
| IEFA | ISHARES TR | $769.43万 | 1.48% | 79,668 | 1,626 | 2.1% | $15.70万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $812.07万 | 1.56% | 94,273 | 19,951 | 26.8% | $171.86万 | 加仓 |
| ORCL | ORACLE CORP | $848.72万 | 1.63% | 57,913 | -1,259 | -2.1% | -$18.45万 | 减仓 |
| CAT | CATERPILLAR INC | $933.70万 | 1.80% | 8,768 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $950.71万 | 1.83% | 33,808 | -2,440 | -6.7% | -$68.62万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,033.79万 | 1.99% | 11,051 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $1,079.53万 | 2.08% | 43,846 | 8,145 | 22.8% | $200.54万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,084.09万 | 2.09% | 10,719 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1,359.44万 | 2.62% | 38,040 | -500 | -1.3% | -$17.87万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,472.31万 | 2.83% | 39,470 | -900 | -2.2% | -$33.57万 | 减仓 |
| DGRO | ISHARES TR | $1,496.41万 | 2.88% | 197,441 | 47,205 | 31.4% | $357.77万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,867.84万 | 3.60% | 25,012 | -405 | -1.6% | -$30.24万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2,060.69万 | 3.97% | 28,502 | -40 | -0.1% | -$2.89万 | 减仓 |
| IVV | ISHARES TR | $2,595.13万 | 5.00% | 34,653 | 5,109 | 17.3% | $382.61万 | 加仓 |
| AAPL | APPLE INC | $2,727.13万 | 5.25% | 94,247 | -400 | -0.4% | -$11.57万 | 减仓 |
| WMT | WALMART INC | $1.13亿 | 21.76% | 998,049 | -2,530 | -0.3% | -$28.65万 | 减仓 |