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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | $38.49万 | 0.08% | 2,896 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $38.31万 | 0.08% | 4,833 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $36.66万 | 0.08% | 862 | -1,215 | -58.5% | -$51.68万 | 减仓 |
| MTN | VAIL RESORTS INC | $35.45万 | 0.07% | 2,763 | -419 | -13.2% | -$5.38万 | 减仓 |
| AFL | AFLAC INC | $33.57万 | 0.07% | 3,060 | 3,060 | — | $33.57万 | 新建仓 |
| ABNB | AIRBNB INC | $33.31万 | 0.07% | 2,638 | 2,638 | — | $33.31万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $32.66万 | 0.07% | 4,540 | -19,164 | -80.8% | -$137.85万 | 减仓 |
| RKLB | ROCKET LAB CORP | $32.32万 | 0.07% | 5,032 | 700 | 16.2% | $4.50万 | 加仓 |
| TSLA | TESLA INC | $30.33万 | 0.06% | 816 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $29.72万 | 0.06% | 515 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $28.81万 | 0.06% | 2,200 | 2,200 | — | $28.81万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $27.76万 | 0.06% | 5,777 | 61 | 1.1% | $2,931 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $27.52万 | 0.06% | 5,996 | 1,072 | 21.8% | $4.92万 | 加仓 |
| RMD | RESMED INC | $27.27万 | 0.06% | 1,215 | -239 | -16.4% | -$5.37万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $27.04万 | 0.06% | 3,280 | -200 | -5.7% | -$1.65万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $26.24万 | 0.06% | 3,347 | -113 | -3.3% | -$8,860 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $25.57万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $25.39万 | 0.05% | 259 | -283 | -52.2% | -$27.74万 | 减仓 |
| EFA | ISHARES TR | $24.25万 | 0.05% | 2,497 | -3 | -0.1% | -$291 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $23.88万 | 0.05% | 5,848 | -5,734 | -49.5% | -$23.41万 | 减仓 |
| RTX | RTX CORPORATION | $23.15万 | 0.05% | 1,200 | 100 | 9.1% | $1.93万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.44万 | 0.05% | 3,700 | 3,700 | — | $22.44万 | 新建仓 |
| PEP | PEPSICO INC | $21.43万 | 0.05% | 1,380 | -36 | -2.5% | -$5,590 | 减仓 |
| 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 |