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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $1.13亿 | 21.76% | 998,049 | -2,530 | -0.3% | -$28.65万 | 减仓 |
| AAPL | APPLE INC | $2,727.13万 | 5.25% | 94,247 | -400 | -0.4% | -$11.57万 | 减仓 |
| IVV | ISHARES TR | $2,595.13万 | 5.00% | 34,653 | 5,109 | 17.3% | $382.61万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,060.69万 | 3.97% | 28,502 | -40 | -0.1% | -$2.89万 | 减仓 |
| 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 |
| DGRO | ISHARES TR | $1,496.41万 | 2.88% | 197,441 | 47,205 | 31.4% | $357.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,472.31万 | 2.83% | 39,470 | -900 | -2.2% | -$33.57万 | 减仓 |
| GOOGL | ALPHABET INC | $1,359.44万 | 2.62% | 38,040 | -500 | -1.3% | -$17.87万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,084.09万 | 2.09% | 10,719 | 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 |
| COST | COSTCO WHOLESALE CORPORATION | $1,033.79万 | 1.99% | 11,051 | 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 |
| CAT | CATERPILLAR INC | $933.70万 | 1.80% | 8,768 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $848.72万 | 1.63% | 57,913 | -1,259 | -2.1% | -$18.45万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $812.07万 | 1.56% | 94,273 | 19,951 | 26.8% | $171.86万 | 加仓 |
| IEFA | ISHARES TR | $769.43万 | 1.48% | 79,668 | 1,626 | 2.1% | $15.70万 | 加仓 |
| ABBV | ABBVIE INC | $717.27万 | 1.38% | 28,504 | -300 | -1.0% | -$7.55万 | 减仓 |
| DE | DEERE & CO | $708.36万 | 1.36% | 11,167 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $667.58万 | 1.29% | 48,828 | -1,381 | -2.8% | -$18.88万 | 减仓 |
| CMI | CUMMINS INC | $659.01万 | 1.27% | 9,240 | -400 | -4.1% | -$28.53万 | 减仓 |
| CVX | CHEVRON CORPORATION | $632.03万 | 1.22% | 38,129 | -1,200 | -3.1% | -$19.89万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $584.81万 | 1.13% | 112,942 | 15,488 | 15.9% | $80.20万 | 加仓 |
| KLAC | KLA CORP | $574.76万 | 1.11% | 19,050 | -30 | -0.2% | -$9,051 | 减仓 |
| MCD | MCDONALDS CORP | $548.32万 | 1.06% | 20,285 | -4,673 | -18.7% | -$126.32万 | 减仓 |
| ADI | ANALOG DEVICES INC | $527.32万 | 1.02% | 13,277 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $524.15万 | 1.01% | 16,013 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $519.49万 | 1.00% | 34,290 | 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 |
| META | META PLATFORMS INC | $471.19万 | 0.91% | 8,365 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $467.33万 | 0.90% | 58,843 | 5,543 | 10.4% | $44.02万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $442.96万 | 0.85% | 14,870 | -318 | -2.1% | -$9.47万 | 减仓 |
| AMZN | AMAZON COM INC | $422.74万 | 0.81% | 17,737 | 1,677 | 10.4% | $39.97万 | 加仓 |
| KO | COCA COLA CO | $397.87万 | 0.77% | 48,957 | -1,900 | -3.7% | -$15.44万 | 减仓 |
| TXN | TEXAS INSTRS INC | $396.31万 | 0.76% | 13,296 | -200 | -1.5% | -$5.96万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $395.06万 | 0.76% | 19,744 | 3,220 | 19.5% | $64.43万 | 加仓 |
| — | ELECTRONIC ARTS INC | $388.69万 | 0.75% | 18,957 | -966 | -4.8% | -$19.81万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $374.86万 | 0.72% | 14,760 | -100 | -0.7% | -$2.54万 | 减仓 |
| CSCO | CISCO SYS INC | $359.26万 | 0.69% | 30,586 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $323.36万 | 0.62% | 14,643 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $303.43万 | 0.58% | 8,844 | -40 | -0.5% | -$1.37万 | 减仓 |
| LOW | LOWES COS INC | $275.57万 | 0.53% | 12,498 | -2,011 | -13.9% | -$44.34万 | 减仓 |
| SO | SOUTHERN CO | $275.22万 | 0.53% | 28,756 | -300 | -1.0% | -$2.87万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $264.49万 | 0.51% | 4,553 | 801 | 21.3% | $46.53万 | 加仓 |
| YUM | YUM BRANDS INC | $261.50万 | 0.50% | 16,358 | -242 | -1.5% | -$3.87万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $257.88万 | 0.50% | 3,667 | -10 | -0.3% | -$7,033 | 减仓 |
| AMGN | AMGEN INC | $228.28万 | 0.44% | 6,304 | 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 |
| EMR | EMERSON ELEC CO | $205.94万 | 0.40% | 14,386 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $199.92万 | 0.38% | 21,409 | 270 | 1.3% | $2.52万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $191.17万 | 0.37% | 5,791 | -173 | -2.9% | -$5.71万 | 减仓 |
| IJH | ISHARES TR | $189.27万 | 0.36% | 24,546 | -5,708 | -18.9% | -$44.01万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $172.81万 | 0.33% | 5,109 | -100 | -1.9% | -$3.38万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $159.67万 | 0.31% | 4,315 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $153.46万 | 0.30% | 11,159 | -219 | -1.9% | -$3.01万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $146.06万 | 0.28% | 20,871 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $144.92万 | 0.28% | 9,523 | -425 | -4.3% | -$6.47万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $141.05万 | 0.27% | 5,961 | 22 | 0.4% | $5,206 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $135.36万 | 0.26% | 2,657 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $129.71万 | 0.25% | 6,205 | -500 | -7.5% | -$10.45万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $124.69万 | 0.24% | 3,000 | -300 | -9.1% | -$12.47万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $123.63万 | 0.24% | 1,800 | 161 | 9.8% | $11.06万 | 加仓 |
| AVGO | BROADCOM INC | $118.12万 | 0.23% | 3,127 | 444 | 16.5% | $16.77万 | 加仓 |
| UNP | UNION PAC CORP | $117.23万 | 0.23% | 4,310 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $111.43万 | 0.21% | 929 | -5 | -0.5% | -$5,997 | 减仓 |
| IWM | ISHARES TR | $111.14万 | 0.21% | 3,699 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $110.75万 | 0.21% | 3,975 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $103.45万 | 0.20% | 6,618 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $99.41万 | 0.19% | 11,738 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $97.59万 | 0.19% | 4,760 | -30 | -0.6% | -$6,151 | 减仓 |
| CRM | SALESFORCE INC | $96.03万 | 0.18% | 6,130 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $90.11万 | 0.17% | 3,970 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $87.93万 | 0.17% | 6,960 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $86.48万 | 0.17% | 10,734 | -498 | -4.4% | -$4.01万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $86.36万 | 0.17% | 5,280 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $85.51万 | 0.16% | 5,411 | 322 | 6.3% | $5.09万 | 加仓 |
| TLN | TALEN ENERGY CORP | $79.85万 | 0.15% | 2,078 | 2,078 | — | $79.85万 | 新建仓 |
| ROST | ROSS STORES INC | $78.75万 | 0.15% | 3,700 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $76.40万 | 0.15% | 1,500 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $75.02万 | 0.14% | 2,475 | 79 | 3.3% | $2.39万 | 加仓 |
| EMXC | ISHARES INC | $68.18万 | 0.13% | 6,665 | -473 | -6.6% | -$4.84万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $66.98万 | 0.13% | 3,616 | 586 | 19.3% | $10.85万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $66.38万 | 0.13% | 20,326 | 20,326 | — | $66.38万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $65.94万 | 0.13% | 2,410 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $61.23万 | 0.12% | 2,346 | -50 | -2.1% | -$1.30万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $59.69万 | 0.11% | 6,190 | 100 | 1.6% | $9,643 | 加仓 |
| IBTG | ISHARES TR | $59.65万 | 0.11% | 26,061 | 100 | 0.4% | $2,289 | 加仓 |
| MBB | ISHARES TR | $59.13万 | 0.11% | 6,256 | 2,151 | 52.4% | $20.33万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $57.77万 | 0.11% | 2,136 | -800 | -27.2% | -$21.64万 | 减仓 |
| TFC | TRUIST FINL CORP | $57.31万 | 0.11% | 11,503 | 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 |
| XLK | SELECT SECTOR SPDR TR | $55.17万 | 0.11% | 2,896 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $54.64万 | 0.11% | 1,100 | 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 |
| RKLB | ROCKET LAB CORP | $51.15万 | 0.10% | 5,032 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $51.00万 | 0.10% | 5,620 | -2,266 | -28.7% | -$20.56万 | 减仓 |
| ABNB | AIRBNB INC | $50.40万 | 0.10% | 3,522 | 884 | 33.5% | $12.65万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $50.18万 | 0.10% | 6,835 | 95 | 1.4% | $6,974 | 加仓 |
| SYK | STRYKER CORPORATION | $49.93万 | 0.10% | 1,586 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $48.15万 | 0.09% | 2,460 | 17 | 0.7% | $3,327 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $46.67万 | 0.09% | 4,356 | 171 | 4.1% | $1.83万 | 加仓 |