13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
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CIK: 0002095935
申報總市值
US$5.2億
US$5.2億
123 檔
38.3%
Q1 2026 季度申報顯示，Churchill Financial Advisors, LLC 揭露的美股組合總市值為 US$5.2億，涵蓋 123 個不同之權益投資部位。
在 Q1 2026，Churchill Financial Advisors, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 10 個新部位，並對 73 個既有持股進行加碼（合計增持 83 檔），相較減碼與清倉部位顯著佔優。
整體而言，Churchill Financial Advisors, LLC 的前 5 大持股（包含 WMT, AAPL, IVV）貢獻了組合市值的 38.3%，形成該機構在 Q1 2026 季度的基本面基石。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | 股票-非循環性消費 | 26.13% | -4.37% | +59.29% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.05% | +0.20% | +50.01% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.06% | +0.94% | +79.61% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.47% | +0.13% | +17.18% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.14% | -0.31% | +70.17% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.33% | +0.29% | +55.43% | |
| 7 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.31% | -0.32% | +46.22% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.22% | +0.66% | +46.65% | |
| 9 | AMAT | Applied Materials Inc | 股票-科技 | 2.05% | +1.92% | +19.87% | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.91% | +0.18% | +67.01% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 1.85% | -0.02% | +43.22% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.83% | -0.20% | +42.50% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.79% | -0.50% | +65.56% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.71% | -0.49% | +66.85% | |
| 15 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.63% | -0.57% | +54.92% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.54% | +0.54% | +13.34% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.48% | — | +4.83% | |
| 18 | DE | Deere & Co | 股票-工業 | 1.32% | +0.04% | +39.22% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.32% | +0.06% | +41.00% | |
| 20 | CAT | Caterpillar Inc | 股票-工業 | 1.31% | +0.49% | +156.90% | |
| 21 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.15% | -0.15% | +40.93% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 1.14% | +0.42% | +28.30% | |
| 23 | CMI | Cummins Inc | 股票-工業 | 1.09% | +0.18% | +99.17% | |
| 24 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 1.04% | -0.14% | +8.98% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.01% | -0.10% | +88.91% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | +0.02% | +37.23% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.96% | +0.17% | +7.16% | |
| 28 | CME | Cme Group Inc | 股票-金融 | 0.91% | -0.29% | +163.93% | |
| 29 | ADI | Analog Devices Inc | 股票-科技 | 0.89% | +0.13% | +19.55% | |
| 30 | EA | Electronic Arts Inc | 股票-通訊服務 | 0.85% | -0.10% | +0.73% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.85% | +0.07% | -3.05% | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.81% | -0.04% | +12.60% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.76% | -0.04% | +335.78% | |
| 34 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.72% | -0.19% | +29.29% | |
| 35 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.70% | +0.11% | +116.47% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.61% | +0.15% | +495.25% | |
| 37 | KLAC | Kla CORP | 股票-科技 | 0.59% | +0.52% | +128.78% | |
| 38 | SO | Southern Co/the | 股票-公用事業 | 0.59% | -0.06% | +160.80% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | +0.02% | -10.24% | |
| 40 | TXN | Texas Instruments Inc | 股票-科技 | 0.55% | +0.21% | +145.56% | |
| 41 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.54% | -0.04% | +82.42% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.50% | +0.19% | — | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.48% | +0.02% | -0.89% | |
| 44 | AMGN | Amgen Inc | 股票-醫療保健 | 0.47% | -0.03% | +162.23% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.43% | -0.07% | -13.96% | |
| 46 | FLIN | Franklin Ftse India ETF | ETF-其他 | 0.40% | +0.03% | +13.28% | |
| 47 | EMR | Emerson Electric Co | 股票-工業 | 0.40% | — | +74.12% | |
| 48 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.39% | -0.01% | -5.34% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.39% | -0.34% | +31.67% | |
| 50 | NYT | New York Times Co-a | 股票-通訊服務 | 0.37% | -0.09% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +4.8% | +59.29% | 加碼 |
| 2 | CAT | Caterpillar Inc | +0.7% | +156.90% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.7% | +65.56% | 加碼 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.6% | +79.61% | 加碼 |
| 5 | CVX | Chevron CORP | +0.6% | +66.85% | 加碼 |
| 6 | JNJ | Johnson & Johnson | +0.5% | +335.78% | 加碼 |
| 7 | CME | Cme Group Inc | +0.5% | +163.93% | 加碼 |
| 8 | NVDA | Nvidia CORP | +0.5% | +495.25% | 加碼 |
| 9 | CMI | Cummins Inc | +0.3% | +99.17% | 加碼 |
| 10 | COST | Costco Wholesale CORP | +0.3% | +46.22% | 加碼 |
| 11 | SO | Southern Co/the | +0.3% | +160.80% | 加碼 |
| 12 | KLAC | Kla CORP | +0.3% | +128.78% | 加碼 |
| 13 | LMT | Lockheed Martin CORP | +0.3% | +493.08% | 加碼 |
| 14 | TXN | Texas Instruments Inc | +0.3% | +145.56% | 加碼 |
| 15 | AMGN | Amgen Inc | +0.2% | +162.23% | 加碼 |
| 16 | GS | Goldman Sachs Group Inc | +0.2% | +67.01% | 加碼 |
| 17 | AMAT | Applied Materials Inc | +0.2% | +19.87% | 加碼 |
| 18 | DE | Deere & Co | +0.2% | +39.22% | 加碼 |
| 19 | AMZN | Amazon.com Inc | +0.2% | +116.47% | 加碼 |
| 20 | ECL | Ecolab Inc | +0.2% | +412.90% | 加碼 |
| 21 | MCD | Mcdonald's CORP | +0.1% | +54.92% | 加碼 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +88.91% | 加碼 |
| 23 | YUM | Yum! Brands Inc | +0.1% | +82.42% | 加碼 |
| 24 | AXP | American Express Co | +0.1% | +163.88% | 加碼 |
| 25 | UNP | Union Pacific CORP | +0.1% | +114.43% | 加碼 |
| 26 | EMR | Emerson Electric Co | +0.1% | +74.12% | 加碼 |
| 27 | DGRO | Ishares Core Dividend Growth | +0.1% | +46.65% | 加碼 |
| 28 | AMD | Advanced Micro Devices | 0% | +103.14% | 加碼 |
| 29 | ILF | Ishares Latin America 40 ETF | 0% | +94.09% | 加碼 |
| 30 | HD | Home Depot Inc | 0% | +110.50% | 加碼 |
| 31 | TJX | Tjx Companies Inc | 0% | +40.93% | 加碼 |
| 32 | SLV | Ishares Silver Trust | 0% | +49.86% | 加碼 |
| 33 | MBB | Ishares Mbs ETF | 0% | +62.90% | 加碼 |
| 34 | ITW | Illinois Tool Works | — | +37.45% | 加碼 |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | +21.77% | 加碼 |
| 36 | SPIB | Ss Spdr P Int C CORP ETF | 0% | +26.04% | 加碼 |
| 37 | RTX | Rtx CORP | 0% | +9.09% | 加碼 |
| 38 | VYM | Vanguard High Dvd Yield ETF | 0% | +23.58% | 加碼 |
| 39 | SCHR | Schwab Intermediate-term US | 0% | +23.93% | 加碼 |
| 40 | RKLB | Rocket Lab CORP | 0% | +16.16% | 加碼 |
| 41 | CL | Colgate-palmolive Co | 0% | — | 不變 |
| 42 | PEP | Pepsico Inc | 0% | -2.54% | 減碼 |
| 43 | BSV | Vanguard Short-term Bond ETF | 0% | -3.27% | 減碼 |
| 44 | EFA | Ishares Msci Eafe ETF | 0% | -0.12% | 減碼 |
| 45 | BNDX | Vanguard Total Intl Bond ETF | 0% | +1.07% | 加碼 |
| 46 | ADI | Analog Devices Inc | 0% | +19.55% | 加碼 |
| 47 | CTVA | Corteva Inc | 0% | -0.50% | 減碼 |
| 48 | AMT | American Tower CORP | 0% | +26.32% | 加碼 |
| 49 | ROST | Ross Stores Inc | 0% | — | 不變 |
| 50 | BND | Vanguard Total Bond Market | 0% | +18.22% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Churchill Financial Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$5.2億，共申報了 123 個公開持股部位。
在 Q1 2026 季度，Churchill Financial Advisors, LLC 按市值排列的前三大核心持股分別為：WMT (26.1%)、AAPL (5.0%)、IVV (4.1%)。其中最大持股部位 WMT 佔據整體投資組合約 26.1% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
NYT
市值: US$174.8萬
本季最大獲利了結 / 清倉標的
ZM
前期市值: US$120.8萬
在 Q1 2026 季度中，Churchill Financial Advisors, LLC 共進行了 123 項持倉異動，包含新建倉 10 個部位、加碼 73 個部位、減碼 31 個部位以及清倉 9 個部位。 其中最大新建倉標的為 NYT。 本季清倉部位包含 ZM。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
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深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。