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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $1.24亿 | 26.13% | 1,000,579 | 372,438 | 59.3% | $4,628.66万 | 加仓 |
| AAPL | APPLE INC | $2,402.05万 | 5.05% | 94,647 | 31,554 | 50.0% | $800.81万 | 加仓 |
| IVV | ISHARES TR | $1,929.84万 | 4.06% | 29,544 | 13,095 | 79.6% | $855.38万 | 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 |
| MSFT | MICROSOFT CORP | $1,494.38万 | 3.14% | 40,370 | 16,647 | 70.2% | $616.22万 | 加仓 |
| GOOGL | ALPHABET INC | $1,108.26万 | 2.33% | 38,540 | 13,744 | 55.4% | $395.22万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,101.15万 | 2.31% | 11,051 | 3,493 | 46.2% | $348.05万 | 加仓 |
| DGRO | ISHARES TR | $1,054.36万 | 2.22% | 150,236 | 47,793 | 46.7% | $335.41万 | 加仓 |
| AMAT | APPLIED MATLS INC | $975.54万 | 2.05% | 28,542 | 4,732 | 19.9% | $161.74万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $906.82万 | 1.91% | 10,719 | 4,301 | 67.0% | $363.86万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $878.62万 | 1.85% | 36,248 | 10,939 | 43.2% | $265.15万 | 加仓 |
| ORCL | ORACLE CORP | $870.48万 | 1.83% | 59,172 | 17,648 | 42.5% | $259.62万 | 加仓 |
| — | EXXON MOBIL CORP | $851.85万 | 1.79% | 50,209 | 19,883 | 65.6% | $337.33万 | 加仓 |
| CVX | CHEVRON CORPORATION | $813.72万 | 1.71% | 39,329 | 15,757 | 66.8% | $326.01万 | 加仓 |
| MCD | MCDONALDS CORP | $775.67万 | 1.63% | 24,958 | 8,848 | 54.9% | $274.99万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $734.73万 | 1.54% | 35,701 | 4,202 | 13.3% | $86.48万 | 加仓 |
| IEFA | ISHARES TR | $706.51万 | 1.48% | 78,042 | 3,598 | 4.8% | $32.57万 | 加仓 |
| DE | DEERE & CO | $629.04万 | 1.32% | 11,167 | 3,146 | 39.2% | $177.21万 | 加仓 |
| ABBV | ABBVIE INC | $626.46万 | 1.32% | 28,804 | 8,375 | 41.0% | $182.15万 | 加仓 |
| CAT | CATERPILLAR INC | $621.18万 | 1.31% | 8,768 | 5,355 | 156.9% | $379.38万 | 加仓 |
| TJX | TJX COS INC NEW | $547.61万 | 1.15% | 34,290 | 9,958 | 40.9% | $159.03万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $541.05万 | 1.14% | 12,387 | 2,732 | 28.3% | $119.33万 | 加仓 |
| CMI | CUMMINS INC | $518.65万 | 1.09% | 9,640 | 4,800 | 99.2% | $258.25万 | 加仓 |
| GLDM | WORLD GOLD TR | $494.04万 | 1.04% | 53,300 | 4,393 | 9.0% | $40.72万 | 加仓 |
| META | META PLATFORMS INC | $478.59万 | 1.01% | 8,365 | 3,937 | 88.9% | $225.25万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $471.04万 | 0.99% | 16,013 | 4,344 | 37.2% | $127.78万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $457.16万 | 0.96% | 97,454 | 6,509 | 7.2% | $30.53万 | 加仓 |
| CME | CME GROUP INC | $432.48万 | 0.91% | 14,643 | 9,095 | 163.9% | $268.62万 | 加仓 |
| ADI | ANALOG DEVICES INC | $422.39万 | 0.89% | 13,277 | 2,171 | 19.5% | $69.07万 | 加仓 |
| — | ELECTRONIC ARTS INC | $406.17万 | 0.85% | 19,923 | 145 | 0.7% | $2.96万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $402.38万 | 0.85% | 138,370 | -4,347 | -3.0% | -$12.64万 | 减仓 |
| KO | COCA COLA CO | $386.77万 | 0.81% | 50,857 | 5,689 | 12.6% | $43.26万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $363.24万 | 0.76% | 14,860 | 11,450 | 335.8% | $279.88万 | 加仓 |
| LOW | LOWES COS INC | $342.82万 | 0.72% | 14,509 | 3,287 | 29.3% | $77.67万 | 加仓 |
| AMZN | AMAZON COM INC | $334.48万 | 0.70% | 16,060 | 8,641 | 116.5% | $179.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $288.18万 | 0.61% | 16,524 | 13,748 | 495.2% | $239.77万 | 加仓 |
| KLAC | KLA CORP | $280.94万 | 0.59% | 1,908 | 1,074 | 128.8% | $158.14万 | 加仓 |
| SO | SOUTHERN CO | $280.45万 | 0.59% | 29,056 | 17,915 | 160.8% | $172.92万 | 加仓 |
| V | VISA INC | $268.51万 | 0.56% | 8,884 | -1,013 | -10.2% | -$30.62万 | 减仓 |
| TXN | TEXAS INSTRS INC | $262.01万 | 0.55% | 13,496 | 8,000 | 145.6% | $155.31万 | 加仓 |
| YUM | YUM BRANDS INC | $258.10万 | 0.54% | 16,600 | 7,500 | 82.4% | $116.61万 | 加仓 |
| CSCO | CISCO SYS INC | $237.32万 | 0.50% | 30,586 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $226.75万 | 0.48% | 3,677 | -33 | -0.9% | -$2.04万 | 减仓 |
| AMGN | AMGEN INC | $221.81万 | 0.47% | 6,304 | 3,900 | 162.2% | $137.22万 | 加仓 |
| IJH | ISHARES TR | $204.31万 | 0.43% | 30,254 | -4,910 | -14.0% | -$33.16万 | 减仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $189.67万 | 0.40% | 57,096 | 6,694 | 13.3% | $22.24万 | 加仓 |
| EMR | EMERSON ELEC CO | $188.49万 | 0.40% | 14,386 | 6,124 | 74.1% | $80.24万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $187.00万 | 0.39% | 21,139 | -1,192 | -5.3% | -$10.54万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $185.79万 | 0.39% | 12,863 | 3,094 | 31.7% | $44.69万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $174.75万 | 0.37% | 20,871 | 20,871 | — | $174.75万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $173.96万 | 0.37% | 5,964 | 528 | 9.7% | $15.40万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $160.59万 | 0.34% | 2,657 | 2,209 | 493.1% | $133.51万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $157.56万 | 0.33% | 5,209 | 3,235 | 163.9% | $97.85万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $150.44万 | 0.32% | 15,188 | 15,188 | — | $150.44万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $145.18万 | 0.31% | 9,948 | -480 | -4.6% | -$7.01万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $138.43万 | 0.29% | 4,315 | -38 | -0.9% | -$1.22万 | 减仓 |
| IVW | ISHARES TR | $128.69万 | 0.27% | 11,378 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $127.72万 | 0.27% | 5,939 | -13 | -0.2% | -$2,796 | 减仓 |
| ADBE | ADOBE INC | $116.44万 | 0.24% | 4,790 | -978 | -17.0% | -$23.77万 | 减仓 |
| CRM | SALESFORCE INC | $114.43万 | 0.24% | 6,130 | 1,675 | 37.6% | $31.27万 | 加仓 |
| MS | MORGAN STANLEY | $110.34万 | 0.23% | 6,705 | 1,400 | 26.4% | $23.04万 | 加仓 |
| ECL | ECOLAB INC | $105.74万 | 0.22% | 3,975 | 3,200 | 412.9% | $85.13万 | 加仓 |
| UNP | UNION PAC CORP | $104.57万 | 0.22% | 4,310 | 2,300 | 114.4% | $55.80万 | 加仓 |
| INTU | INTUIT | $103.60万 | 0.22% | 2,396 | -504 | -17.4% | -$21.79万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $102.34万 | 0.22% | 1,500 | 1,500 | — | $102.34万 | 新建仓 |
| DVY | ISHARES TR | $100.21万 | 0.21% | 6,618 | -207 | -3.0% | -$3.13万 | 减仓 |
| CTVA | CORTEVA INC | $98.26万 | 0.21% | 11,738 | -59 | -0.5% | -$4,939 | 减仓 |
| VOO | VANGUARD INDEX FDS | $97.94万 | 0.21% | 1,639 | 150 | 10.1% | $8.96万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $97.00万 | 0.20% | 6,960 | 249 | 3.7% | $3.47万 | 加仓 |
| IWM | ISHARES TR | $91.74万 | 0.19% | 3,699 | -40 | -1.1% | -$9,920 | 减仓 |
| AMT | AMERICAN TOWER CORP | $91.12万 | 0.19% | 5,280 | 1,100 | 26.3% | $18.98万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $89.29万 | 0.19% | 3,300 | 600 | 22.2% | $16.24万 | 加仓 |
| LLY | ELI LILLY & CO | $85.91万 | 0.18% | 934 | 206 | 28.3% | $18.95万 | 加仓 |
| AVGO | BROADCOM INC | $83.04万 | 0.17% | 2,683 | -416 | -13.4% | -$12.88万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $80.97万 | 0.17% | 7,886 | -1,247 | -13.7% | -$12.80万 | 减仓 |
| VO | VANGUARD INDEX FDS | $80.64万 | 0.17% | 2,808 | -1,070 | -27.6% | -$30.73万 | 减仓 |
| ROST | ROSS STORES INC | $80.15万 | 0.17% | 3,700 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $78.49万 | 0.16% | 3,970 | -125 | -3.1% | -$2.47万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $76.42万 | 0.16% | 2,936 | 800 | 37.5% | $20.82万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $76.33万 | 0.16% | 3,752 | 1,905 | 103.1% | $38.75万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $75.37万 | 0.16% | 5,089 | 971 | 23.6% | $14.38万 | 加仓 |
| VB | VANGUARD INDEX FDS | $62.76万 | 0.13% | 2,396 | 33 | 1.4% | $8,643 | 加仓 |
| IBTG | ISHARES TR | $59.49万 | 0.13% | 25,961 | 516 | 2.0% | $1.18万 | 加仓 |
| ILF | ISHARES TR | $57.86万 | 0.12% | 16,290 | 7,897 | 94.1% | $28.05万 | 加仓 |
| MGC | VANGUARD WORLD FD | $56.96万 | 0.12% | 2,410 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $56.15万 | 0.12% | 7,138 | -28 | -0.4% | -$2,202 | 减仓 |
| SLV | ISHARES SILVER TR | $54.97万 | 0.12% | 8,067 | 2,684 | 49.9% | $18.29万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $54.02万 | 0.11% | 6,090 | 141 | 2.4% | $1.25万 | 加仓 |
| TFC | TRUIST FINL CORP | $52.88万 | 0.11% | 11,503 | -1,008 | -8.1% | -$4.63万 | 减仓 |
| SYK | STRYKER CORPORATION | $52.11万 | 0.11% | 1,586 | -100 | -5.9% | -$3.29万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $49.63万 | 0.10% | 6,740 | 1,039 | 18.2% | $7.65万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $49.12万 | 0.10% | 1,100 | -150 | -12.0% | -$6.70万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $49.00万 | 0.10% | 3,030 | 3,030 | — | $49.00万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $48.41万 | 0.10% | 2,443 | 28 | 1.2% | $5,548 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $46.56万 | 0.10% | 18,690 | 3,609 | 23.9% | $8.99万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $46.39万 | 0.10% | 4,185 | 4,185 | — | $46.39万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $45.72万 | 0.10% | 13,632 | 2,816 | 26.0% | $9.44万 | 加仓 |
| IBTH | ISHARES TR | $43.86万 | 0.09% | 19,552 | 19,552 | — | $43.86万 | 新建仓 |
| HD | HOME DEPOT INC | $41.54万 | 0.09% | 1,263 | 663 | 110.5% | $21.81万 | 加仓 |
| MBB | ISHARES TR | $38.98万 | 0.08% | 4,105 | 1,585 | 62.9% | $15.05万 | 加仓 |