Bill Few Associates, Inc.
SEWICKLEY PA · SEC CIK 0001914644
$4.70亿2026Q2 申报市值
227持仓数
36.8%前十大占比 · 第一大 9.2%
17 / 4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
JMTG 加仓+$401.13万
VOO 加仓+$210.43万
ITOT 新建仓+$197.80万
SYK 加仓+$143.84万
JDVI 加仓+$142.52万
2026Q2 卖出最多 按季末市值估算
HONEYWELL INTL I 清仓-$401.17万
TRUST FOR PROFES 减仓-$132.52万
BDX 清仓-$112.12万
ABBV 减仓-$100.38万
AAPL 减仓-$55.07万
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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $49.96万 | 0.11% | 860 | -163 | -15.9% | -$9.47万 | 重新持有 |
| DOV | DOVER CORP | $50.09万 | 0.11% | 2,233 | 2 | 0.1% | $449 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $51.50万 | 0.11% | 3,090 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $52.43万 | 0.11% | 6,368 | -205 | -3.1% | -$1.69万 | 减仓 |
| GPC | GENUINE PARTS CO | $52.79万 | 0.11% | 4,474 | 9 | 0.2% | $1,062 | 加仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $53.20万 | 0.11% | 26,167 | 905 | 3.6% | $1.84万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $53.24万 | 0.11% | 2,320 | 2 | 0.1% | $459 | 加仓 |
| SO | SOUTHERN CO | $56.71万 | 0.12% | 5,925 | 998 | 20.3% | $9.55万 | 加仓 |
| IJH | ISHARES TR | $57.10万 | 0.12% | 7,406 | -37 | -0.5% | -$2,853 | 减仓 |
| CB | CHUBB LIMITED | $57.13万 | 0.12% | 1,677 | 886 | 112.0% | $30.18万 | 加仓 |
| KO | COCA COLA CO | $57.72万 | 0.12% | 7,102 | 983 | 16.1% | $7.99万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $58.15万 | 0.12% | 6,626 | 16 | 0.2% | $1,404 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $58.39万 | 0.12% | 1,146 | -1 | -0.1% | -$509 | 减仓 |
| GLW | CORNING INC | $59.52万 | 0.13% | 2,330 | -200 | -7.9% | -$5.11万 | 减仓 |
| SMMD | ISHARES TR | $61.42万 | 0.13% | 6,703 | 1,887 | 39.2% | $17.29万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $61.79万 | 0.13% | 1,812 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $65.32万 | 0.14% | 23,778 | 4,283 | 22.0% | $11.77万 | 加仓 |
| MMM | 3M CO | $65.64万 | 0.14% | 4,054 | 424 | 11.7% | $6.86万 | 加仓 |
| META | META PLATFORMS INC | $67.11万 | 0.14% | 1,191 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $67.82万 | 0.14% | 6,178 | 446 | 7.8% | $4.90万 | 加仓 |
| NUE | NUCOR CORP | $67.93万 | 0.14% | 3,050 | 3 | 0.1% | $668 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $68.43万 | 0.15% | 11,876 | 2,245 | 23.3% | $12.94万 | 加仓 |
| RTX | RTX CORPORATION | $69.73万 | 0.15% | 3,675 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $71.61万 | 0.15% | 5,657 | 510 | 9.9% | $6.46万 | 加仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $72.79万 | 0.15% | 15,213 | -412 | -2.6% | -$1.97万 | 减仓 |
| UNP | UNION PAC CORP | $73.07万 | 0.16% | 2,687 | 2 | 0.1% | $544 | 加仓 |
| WAB | WABTEC | $73.47万 | 0.16% | 2,725 | 365 | 15.5% | $9.84万 | 加仓 |
| TSLA | TESLA INC | $74.24万 | 0.16% | 1,765 | 14 | 0.8% | $5,888 | 加仓 |
| SPYV | SPDR SERIES TRUST | $74.52万 | 0.16% | 12,259 | 2,656 | 27.7% | $16.15万 | 加仓 |
| T | AT&T INC | $75.42万 | 0.16% | 36,434 | -470 | -1.3% | -$9,729 | 减仓 |
| WM | WASTE MGMT INC DEL | $75.47万 | 0.16% | 3,386 | -104 | -3.0% | -$2.32万 | 减仓 |
| KLAC | KLA CORP | $75.76万 | 0.16% | 2,511 | 1 | 0.0% | $302 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $78.39万 | 0.17% | 838 | 5 | 0.6% | $4,677 | 加仓 |
| AMGN | AMGEN INC | $78.93万 | 0.17% | 2,180 | -58 | -2.6% | -$2.10万 | 减仓 |
| WINN | HARBOR ETF TRUST | $81.74万 | 0.17% | 25,174 | 491 | 2.0% | $1.59万 | 加仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $87.93万 | 0.19% | 16,851 | -122 | -0.7% | -$6,366 | 减仓 |
| GEV | GE VERNOVA INC | $88.00万 | 0.19% | 749 | 5 | 0.7% | $5,874 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $89.57万 | 0.19% | 6,194 | -1,249 | -16.8% | -$18.06万 | 减仓 |
| PPG | PPG INDS INC | $97.19万 | 0.21% | 8,013 | -6 | -0.1% | -$728 | 减仓 |
| MPC | MARATHON PETE CORP | $98.10万 | 0.21% | 3,837 | -105 | -2.7% | -$2.68万 | 减仓 |
| IWM | ISHARES TR | $102.54万 | 0.22% | 3,413 | -136 | -3.8% | -$4.09万 | 减仓 |
| GE | GE AEROSPACE | $104.02万 | 0.22% | 2,783 | -27 | -1.0% | -$1.01万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $104.09万 | 0.22% | 13,108 | 947 | 7.8% | $7.52万 | 加仓 |
| VLO | VALERO ENERGY CORP | $104.15万 | 0.22% | 3,999 | -11 | -0.3% | -$2,865 | 减仓 |
| MO | ALTRIA GROUP INC | $104.46万 | 0.22% | 14,519 | -43 | -0.3% | -$3,094 | 减仓 |
| MCD | MCDONALDS CORP | $106.77万 | 0.23% | 3,950 | -34 | -0.9% | -$9,190 | 减仓 |
| LRCX | LAM RESEARCH CORP | $111.76万 | 0.24% | 2,579 | -247 | -8.7% | -$10.70万 | 减仓 |
| DE | DEERE & CO | $116.29万 | 0.25% | 1,833 | -45 | -2.4% | -$2.85万 | 减仓 |
| FEGE | RBB FUND TRUST | $117.99万 | 0.25% | 24,119 | 1,137 | 4.9% | $5.56万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $119.73万 | 0.25% | 6,618 | -12 | -0.2% | -$2,171 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $123.07万 | 0.26% | 8,095 | -500 | -5.8% | -$7.60万 | 减仓 |
| IVV | ISHARES TR | $127.46万 | 0.27% | 1,702 | -6 | -0.4% | -$4,493 | 减仓 |
| SLYG | SPDR SERIES TRUST | $136.12万 | 0.29% | 11,426 | 95 | 0.8% | $1.13万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $138.15万 | 0.29% | 52,769 | 3,093 | 6.2% | $8.10万 | 加仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $139.70万 | 0.30% | 28,493 | 380 | 1.4% | $1.86万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $142.43万 | 0.30% | 2,025 | -8 | -0.4% | -$5,627 | 减仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $142.72万 | 0.30% | 33,323 | 893 | 2.8% | $3.82万 | 加仓 |
| V | VISA INC | $149.46万 | 0.32% | 4,356 | -1,049 | -19.4% | -$35.99万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.32% | 2 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $150.15万 | 0.32% | 3,144 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $154.59万 | 0.33% | 14,013 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $159.57万 | 0.34% | 12,418 | -434 | -3.4% | -$5.58万 | 减仓 |
| CAT | CATERPILLAR INC | $159.61万 | 0.34% | 1,499 | -392 | -20.7% | -$41.74万 | 减仓 |
| QQQ | INVESCO QQQ TR | $166.80万 | 0.35% | 2,265 | 85 | 3.9% | $6.26万 | 加仓 |
| FNB | F N B CORP | $168.26万 | 0.36% | 88,189 | 766 | 0.9% | $1.46万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $171.85万 | 0.37% | 38,635 | 4,940 | 14.7% | $21.97万 | 加仓 |
| INTC | INTEL CORP | $172.63万 | 0.37% | 12,364 | -1,560 | -11.2% | -$21.78万 | 减仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $184.10万 | 0.39% | 2,500 | 1,500 | 150.0% | $110.46万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $186.55万 | 0.40% | 22,275 | 6,617 | 42.3% | $55.42万 | 加仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $187.36万 | 0.40% | 69,086 | -48,864 | -41.4% | -$132.52万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $188.10万 | 0.40% | 15,808 | 2,548 | 19.2% | $30.32万 | 加仓 |
| WMT | WALMART INC | $190.10万 | 0.40% | 16,785 | 477 | 2.9% | $5.40万 | 加仓 |
| ITOT | ISHARES TR | $197.80万 | 0.42% | 12,041 | 12,041 | — | $197.80万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $203.82万 | 0.43% | 40,448 | -417 | -1.0% | -$2.10万 | 减仓 |
| KHC | KRAFT HEINZ CO | $217.27万 | 0.46% | 91,984 | 1,625 | 1.8% | $3.84万 | 加仓 |
| PFE | PFIZER INC | $219.42万 | 0.47% | 91,121 | -932 | -1.0% | -$2.24万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $220.36万 | 0.47% | 2,951 | -33 | -1.1% | -$2.46万 | 减仓 |
| LLY | ELI LILLY & CO | $221.91万 | 0.47% | 1,850 | -302 | -14.0% | -$36.22万 | 减仓 |
| SYK | STRYKER CORPORATION | $222.20万 | 0.47% | 7,058 | 4,569 | 183.6% | $143.84万 | 加仓 |
| AMZN | AMAZON COM INC | $227.26万 | 0.48% | 9,535 | 580 | 6.5% | $13.82万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $231.04万 | 0.49% | 21,175 | 376 | 1.8% | $4.10万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $232.29万 | 0.49% | 9,146 | -65 | -0.7% | -$1.65万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $238.79万 | 0.51% | 6,453 | 2,095 | 48.1% | $77.52万 | 加仓 |
| SBUX | STARBUCKS CORP | $243.88万 | 0.52% | 23,866 | -279 | -1.2% | -$2.85万 | 减仓 |
| DIS | DISNEY WALT CO | $258.18万 | 0.55% | 26,823 | 28 | 0.1% | $2,695 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $258.63万 | 0.55% | 26,233 | 379 | 1.5% | $3.74万 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $260.29万 | 0.55% | 74,221 | 7,887 | 11.9% | $27.66万 | 加仓 |
| JDVI | JOHN HANCOCK EXCHANGE TRADED | $294.29万 | 0.63% | 76,297 | 36,948 | 93.9% | $142.52万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $297.46万 | 0.63% | 85,922 | 851 | 1.0% | $2.95万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $306.00万 | 0.65% | 13,664 | 270 | 2.0% | $6.05万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $314.59万 | 0.67% | 12,777 | -975 | -7.1% | -$24.01万 | 减仓 |
| UGI | UGI CORP NEW | $317.19万 | 0.67% | 91,832 | -1,337 | -1.4% | -$4.62万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $326.10万 | 0.69% | 88,661 | 3,660 | 4.3% | $13.46万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $326.81万 | 0.70% | 69,239 | 668 | 1.0% | $3.15万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $340.30万 | 0.72% | 35,878 | 596 | 1.7% | $5.65万 | 加仓 |
| AVY | AVERY DENNISON CORP | $348.14万 | 0.74% | 21,444 | 522 | 2.5% | $8.47万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $348.64万 | 0.74% | 21,314 | 269 | 1.3% | $4.40万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $348.68万 | 0.74% | 60,462 | 1,745 | 3.0% | $10.06万 | 加仓 |
| USB | US BANCORP | $359.28万 | 0.76% | 59,483 | 2,019 | 3.5% | $12.19万 | 加仓 |
| PEP | PEPSICO INC | $397.72万 | 0.85% | 29,374 | 377 | 1.3% | $5.10万 | 加仓 |