Bill Few Associates, Inc.
SEWICKLEY PA · SEC CIK 0001914644
$4.17亿2026Q1 申报市值
212持仓数
36.5%前十大占比 · 第一大 9.5%
18 / 4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
AAPL 加仓+$271.38万
IDEQ 加仓+$175.98万
VOO 加仓+$135.65万
AVY 加仓+$108.98万
JMTG 加仓+$93.03万
2026Q1 卖出最多 按季末市值估算
PYPL 清仓-$151.22万
TRUST FOR PROFES 减仓-$96.26万
SIVR 清仓-$29.09万
PNR 清仓-$26.00万
AMZN 减仓-$24.20万
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 |
|---|---|---|---|---|---|---|---|---|
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -25,903 | -100.0% | -$151.22万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -4,300 | -100.0% | -$29.09万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -2,497 | -100.0% | -$26.00万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,013 | -100.0% | -$20.96万 | 清仓 |
| OGN | ORGANON & CO | $8.35万 | 0.02% | 13,942 | -376 | -2.6% | -$2,252 | 重新持有 |
| CAG | CONAGRA BRANDS INC | $17.19万 | 0.04% | 10,935 | 10,935 | — | $17.19万 | 新建仓 |
| MCK | MCKESSON CORP | $20.25万 | 0.05% | 234 | 234 | — | $20.25万 | 新建仓 |
| IVW | ISHARES TR | $20.34万 | 0.05% | 1,798 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $21.06万 | 0.05% | 1,819 | 19 | 1.1% | $2,200 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $21.34万 | 0.05% | 427 | 1 | 0.2% | $500 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $21.49万 | 0.05% | 794 | -25 | -3.1% | -$6,766 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $21.51万 | 0.05% | 2,282 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $21.65万 | 0.05% | 11,600 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $21.79万 | 0.05% | 9,784 | 9,784 | — | $21.79万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $21.79万 | 0.05% | 645 | 645 | — | $21.79万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $22.26万 | 0.05% | 2,263 | -191 | -7.8% | -$1.88万 | 减仓 |
| SJM | SMUCKER J M CO | $22.36万 | 0.05% | 2,319 | 2,319 | — | $22.36万 | 新建仓 |
| COHR | COHERENT CORP | $22.63万 | 0.05% | 950 | 950 | — | $22.63万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $22.84万 | 0.05% | 2,018 | 7 | 0.3% | $792 | 重新持有 |
| — | INVESCO EXCH TRD SLF IDX FD | $22.85万 | 0.05% | 9,420 | 9,420 | — | $22.85万 | 新建仓 |
| EMR | EMERSON ELEC CO | $23.21万 | 0.06% | 1,771 | 28 | 1.6% | $3,669 | 加仓 |
| BCPC | BALCHEM CORP | $23.73万 | 0.06% | 1,400 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $24.47万 | 0.06% | 4,597 | 4,597 | — | $24.47万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $24.73万 | 0.06% | 3,860 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $24.93万 | 0.06% | 6,248 | 207 | 3.4% | $8,259 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $25.22万 | 0.06% | 513 | -10 | -1.9% | -$4,915 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $25.23万 | 0.06% | 5,040 | 5,040 | — | $25.23万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $25.43万 | 0.06% | 2,821 | 122 | 4.5% | $1.10万 | 加仓 |
| CB | CHUBB LTD SWITZ | $25.79万 | 0.06% | 791 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $25.87万 | 0.06% | 2,281 | -21 | -0.9% | -$2,381 | 减仓 |
| OKE | ONEOK INC NEW | $25.94万 | 0.06% | 2,870 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP | $26.58万 | 0.06% | 3,829 | 3,829 | — | $26.58万 | 新建仓 |
| IJR | ISHARES TR | $26.70万 | 0.06% | 2,148 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $26.73万 | 0.06% | 2,752 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $27.25万 | 0.07% | 1,289 | 1 | 0.1% | $211 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $27.32万 | 0.07% | 16,600 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $27.35万 | 0.07% | 2,256 | 2,256 | — | $27.35万 | 新建仓 |
| GIS | GENERAL MILLS INC | $27.55万 | 0.07% | 7,403 | 2,652 | 55.8% | $9.87万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $28.13万 | 0.07% | 1,039 | 2 | 0.2% | $542 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $28.45万 | 0.07% | 6,200 | 1,371 | 28.4% | $6.29万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $28.52万 | 0.07% | 1,021 | 1 | 0.1% | $279 | 加仓 |
| BP | BP PLC | $28.58万 | 0.07% | 6,080 | 6,080 | — | $28.58万 | 新建仓 |
| CRM | SALESFORCE INC | $28.64万 | 0.07% | 1,534 | 1,534 | — | $28.64万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $28.69万 | 0.07% | 17,160 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $28.79万 | 0.07% | 2,380 | 680 | 40.0% | $8.23万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $29.05万 | 0.07% | 1,812 | 113 | 6.7% | $1.81万 | 加仓 |
| SBSI | SOUTHSIDE BANCSHARES INC | $29.13万 | 0.07% | 9,370 | 2,239 | 31.4% | $6.96万 | 加仓 |
| EXC | EXELON CORP | $29.26万 | 0.07% | 5,969 | 18 | 0.3% | $882 | 加仓 |
| WSBC | WESBANCO INC | $29.66万 | 0.07% | 8,601 | 33 | 0.4% | $1,138 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $30.03万 | 0.07% | 12,836 | 0 | 0.0% | — | 不变 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $30.07万 | 0.07% | 13,062 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $30.19万 | 0.07% | 708 | 147 | 26.2% | $6.27万 | 加仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $30.21万 | 0.07% | 12,157 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRD SLF IDX FD | $30.30万 | 0.07% | 11,919 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED | $30.55万 | 0.07% | 8,877 | 8,877 | — | $30.55万 | 新建仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $31.33万 | 0.08% | 15,339 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $31.60万 | 0.08% | 6,334 | 0 | 0.0% | — | 不变 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $31.65万 | 0.08% | 13,132 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $32.03万 | 0.08% | 1,356 | 3 | 0.2% | $709 | 加仓 |
| CCI | CROWN CASTLE INC | $32.18万 | 0.08% | 3,957 | -89 | -2.2% | -$7,237 | 减仓 |
| BA | BOEING CO | $32.43万 | 0.08% | 1,630 | 2 | 0.1% | $398 | 加仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $32.95万 | 0.08% | 6,838 | 882 | 14.8% | $4.25万 | 加仓 |
| — | PUTNAM ETF TRUST | $34.12万 | 0.08% | 43,800 | 43,800 | — | $34.12万 | 新建仓 |
| CSX | CSX CORP | $34.35万 | 0.08% | 8,368 | 80 | 1.0% | $3,284 | 加仓 |
| GLW | CORNING INC | $34.40万 | 0.08% | 2,530 | -670 | -20.9% | -$9.11万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $34.52万 | 0.08% | 7,429 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $34.73万 | 0.08% | 4,363 | 100 | 2.3% | $7,960 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.87万 | 0.09% | 2,452 | 13 | 0.5% | $1,902 | 加仓 |
| SMMD | ISHARES TR | $36.77万 | 0.09% | 4,816 | 2,147 | 80.4% | $16.39万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $36.85万 | 0.09% | 1,284 | -9 | -0.7% | -$2,583 | 减仓 |
| KLAC | KLA CORP | $36.97万 | 0.09% | 251 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $37.14万 | 0.09% | 1,043 | 1 | 0.1% | $356 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $37.52万 | 0.09% | 1,628 | 134 | 9.0% | $3.09万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $37.93万 | 0.09% | 15,302 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC | $38.47万 | 0.09% | 6,783 | 6,783 | — | $38.47万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $38.72万 | 0.09% | 15,426 | 237 | 1.6% | $5,949 | 加仓 |
| FTMH | PUTNAM ETF TRUST | $38.97万 | 0.09% | 33,800 | 33,800 | — | $38.97万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $39.61万 | 0.09% | 1,154 | 3 | 0.3% | $1,030 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $40.49万 | 0.10% | 17,119 | 0 | 0.0% | — | 不变 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $41.25万 | 0.10% | 17,462 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $41.29万 | 0.10% | 5,680 | 815 | 16.8% | $5.92万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $41.72万 | 0.10% | 2,318 | 500 | 27.5% | $9.00万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $43.11万 | 0.10% | 3,094 | 37 | 1.2% | $5,156 | 加仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $44.41万 | 0.11% | 25,262 | 2 | 0.0% | $35 | 加仓 |
| GLD | SPDR GOLD TR | $44.45万 | 0.11% | 1,033 | 366 | 54.9% | $15.75万 | 加仓 |
| DOV | DOVER CORP | $46.51万 | 0.11% | 2,231 | 2 | 0.1% | $417 | 加仓 |
| KO | COCA COLA CO | $46.53万 | 0.11% | 6,119 | 40 | 0.7% | $3,042 | 加仓 |
| NFLX | NETFLIX INC. | $46.54万 | 0.11% | 4,840 | -535 | -10.0% | -$5.14万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $46.75万 | 0.11% | 6,573 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $47.21万 | 0.11% | 4,465 | 1,107 | 33.0% | $11.71万 | 加仓 |
| SO | SOUTHERN CO | $47.55万 | 0.11% | 4,927 | 14 | 0.3% | $1,351 | 加仓 |
| IJH | ISHARES TR | $50.26万 | 0.12% | 7,443 | -93 | -1.2% | -$6,280 | 减仓 |
| PPL | PPL CORP | $50.55万 | 0.12% | 13,234 | 108 | 0.8% | $4,125 | 加仓 |
| EQT | EQT CORP | $50.71万 | 0.12% | 7,969 | -486 | -5.7% | -$3.09万 | 减仓 |
| NUE | NUCOR CORP | $51.53万 | 0.12% | 3,047 | 0 | 0.0% | — | 不变 |
| INCM | FRANKLIN TEMPLETON ETF TR | $51.66万 | 0.12% | 17,970 | 17,970 | — | $51.66万 | 新建仓 |
| SHEL | SHELL PLC | $51.70万 | 0.12% | 5,559 | 28 | 0.5% | $2,604 | 加仓 |
| MMM | 3M CO | $52.71万 | 0.13% | 3,630 | 4 | 0.1% | $581 | 加仓 |