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 |
|---|---|---|---|---|---|---|---|---|
| IBTH | ISHARES TR | $44.04万 | 0.08% | 19,686 | 134 | 0.7% | $2,998 | 加仓 |
| SLV | ISHARES SILVER TR | $44.01万 | 0.08% | 8,231 | 164 | 2.0% | $8,769 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $44.00万 | 0.08% | 9,086 | 3,309 | 57.3% | $16.03万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $39.05万 | 0.08% | 5,412 | 872 | 19.2% | $6.29万 | 加仓 |
| ILF | ISHARES TR | $38.88万 | 0.07% | 11,520 | -4,770 | -29.3% | -$16.10万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $38.19万 | 0.07% | 4,833 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $37.92万 | 0.07% | 515 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $37.34万 | 0.07% | 8,235 | 2,239 | 37.3% | $10.15万 | 加仓 |
| AFL | AFLAC INC | $35.17万 | 0.07% | 3,000 | -60 | -2.0% | -$7,035 | 减仓 |
| TSLA | TESLA INC | $34.32万 | 0.07% | 816 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $33.31万 | 0.06% | 818 | -44 | -5.1% | -$1.79万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $27.85万 | 0.05% | 2,200 | 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 |
| CL | COLGATE PALMOLIVE CO | $27.50万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $27.00万 | 0.05% | 259 | 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 |
| BSV | VANGUARD BD INDEX FDS | $26.08万 | 0.05% | 3,347 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $25.95万 | 0.05% | 2,498 | 1 | 0.0% | $104 | 加仓 |
| ADBE | ADOBE INC 看跌期权 | $24.60万 | 0.05% | 1,200 | 1,200 | — | $24.60万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $23.73万 | 0.05% | 2,680 | -600 | -18.3% | -$5.31万 | 减仓 |
| RTX | RTX CORPORATION | $22.77万 | 0.04% | 1,200 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $21.51万 | 0.04% | 1,220 | 1,220 | — | $21.51万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $21.42万 | 0.04% | 410 | 410 | — | $21.42万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $20.54万 | 0.04% | 400 | -200 | -33.3% | -$10.27万 | 重新持有 |
| INTU | INTUIT 看跌期权 | $13.05万 | 0.03% | 500 | 500 | — | $13.05万 | 新建仓 |
| 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 |