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 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABORATORIES | $402.99万 | 0.86% | 44,412 | -121 | -0.3% | -$1.10万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $406.85万 | 0.87% | 36,296 | -504 | -1.4% | -$5.65万 | 减仓 |
| ETN | EATON CORP PLC | $410.07万 | 0.87% | 9,623 | -225 | -2.3% | -$9.59万 | 减仓 |
| GOOGL | ALPHABET INC | $410.40万 | 0.87% | 11,484 | -238 | -2.0% | -$8.51万 | 减仓 |
| BX | BLACKSTONE INC | $434.51万 | 0.92% | 36,926 | -269 | -0.7% | -$3.17万 | 减仓 |
| CVX | CHEVRON CORPORATION | $491.55万 | 1.05% | 29,655 | -44 | -0.1% | -$7,293 | 减仓 |
| COR | CENCORA INC | $495.80万 | 1.05% | 17,521 | -401 | -2.2% | -$11.35万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $511.15万 | 1.09% | 34,857 | 368 | 1.1% | $5.40万 | 加仓 |
| D | DOMINION ENERGY INC | $517.14万 | 1.10% | 75,728 | 1,199 | 1.6% | $8.19万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $525.14万 | 1.12% | 124,058 | 9,429 | 8.2% | $39.91万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $531.46万 | 1.13% | 10,621 | 32 | 0.3% | $1.60万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $531.91万 | 1.13% | 125,628 | 3,099 | 2.5% | $13.12万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $546.60万 | 1.16% | 16,160 | -74 | -0.5% | -$2.50万 | 减仓 |
| HD | HOME DEPOT INC | $547.93万 | 1.17% | 15,536 | 213 | 1.4% | $7.51万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $557.22万 | 1.19% | 19,815 | 1,183 | 6.3% | $33.27万 | 加仓 |
| ORCL | ORACLE CORP | $650.50万 | 1.38% | 44,387 | 245 | 0.6% | $3.59万 | 加仓 |
| — | EXXON MOBIL CORP | $674.93万 | 1.44% | 49,366 | -555 | -1.1% | -$7.59万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $701.41万 | 1.49% | 14,168 | -195 | -1.4% | -$9.65万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $723.59万 | 1.54% | 107,104 | 2,815 | 2.7% | $19.02万 | 加仓 |
| CSCO | CISCO SYS INC | $745.41万 | 1.59% | 63,461 | 755 | 1.2% | $8.87万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $768.32万 | 1.63% | 155,908 | 3,702 | 2.4% | $18.24万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $902.65万 | 1.92% | 13,143 | 3,064 | 30.4% | $210.43万 | 加仓 |
| TJX | TJX COS INC NEW | $911.59万 | 1.94% | 60,171 | -345 | -0.6% | -$5.23万 | 减仓 |
| ABBV | ABBVIE INC | $971.85万 | 2.07% | 38,621 | -3,989 | -9.4% | -$100.38万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,099.94万 | 2.34% | 33,603 | -615 | -1.8% | -$20.13万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,376.08万 | 2.93% | 19,033 | -495 | -2.5% | -$35.79万 | 减仓 |
| GOOG | ALPHABET INC | $1,406.14万 | 2.99% | 39,797 | -345 | -0.9% | -$12.19万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,505.90万 | 3.20% | 40,371 | 180 | 0.4% | $6.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,871.24万 | 3.98% | 93,520 | 1,522 | 1.7% | $30.45万 | 加仓 |
| AAPL | APPLE INC | $2,930.26万 | 6.23% | 101,267 | -1,903 | -1.8% | -$55.07万 | 减仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $4,337.83万 | 9.23% | 855,925 | 79,149 | 10.2% | $401.13万 | 加仓 |