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 |
|---|---|---|---|---|---|---|---|---|
| ROK | ROCKWELL AUTOMATION INC | $515.44万 | 1.23% | 14,363 | 174 | 1.2% | $6.24万 | 加仓 |
| COR | CENCORA INC | $563.01万 | 1.35% | 17,922 | 45 | 0.3% | $1.41万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $602.28万 | 1.44% | 10,079 | 2,270 | 29.1% | $135.65万 | 加仓 |
| CVX | CHEVRON CORPORATION | $614.47万 | 1.47% | 29,699 | 729 | 2.5% | $15.08万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $615.09万 | 1.47% | 122,529 | 6,184 | 5.3% | $31.04万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $617.60万 | 1.48% | 104,289 | 2,852 | 2.8% | $16.89万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $647.48万 | 1.55% | 152,206 | 19,754 | 14.9% | $84.03万 | 加仓 |
| ORCL | ORACLE CORP | $649.37万 | 1.56% | 44,142 | 190 | 0.4% | $2.80万 | 加仓 |
| AMAT | APPLIED MATLS INC | $667.45万 | 1.60% | 19,528 | 23 | 0.1% | $7,861 | 加仓 |
| — | EXXON MOBIL CORP | $846.96万 | 2.03% | 49,921 | 120 | 0.2% | $2.04万 | 加仓 |
| ABBV | ABBVIE INC | $926.73万 | 2.22% | 42,610 | 727 | 1.7% | $15.81万 | 加仓 |
| TJX | TJX COS INC NEW | $966.43万 | 2.31% | 60,516 | 3,794 | 6.7% | $60.59万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,006.54万 | 2.41% | 34,218 | 734 | 2.2% | $21.59万 | 加仓 |
| GOOG | ALPHABET INC | $1,151.52万 | 2.76% | 40,142 | -63 | -0.2% | -$1.81万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,487.75万 | 3.56% | 40,191 | 1,296 | 3.3% | $47.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,604.44万 | 3.84% | 91,998 | -586 | -0.6% | -$10.22万 | 减仓 |
| AAPL | APPLE INC | $2,618.36万 | 6.27% | 103,170 | 10,693 | 11.6% | $271.38万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $3,961.56万 | 9.49% | 776,776 | 18,242 | 2.4% | $93.03万 | 加仓 |