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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -17,748 | -100.0% | -$401.17万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -7,131 | -100.0% | -$112.12万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -234 | -100.0% | -$20.25万 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -13,942 | -100.0% | -$8.35万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $15.30万 | 0.03% | 11,368 | 433 | 4.0% | $5,828 | 加仓 |
| AVGO | BROADCOM INC | $20.25万 | 0.04% | 536 | 536 | — | $20.25万 | 新建仓 |
| STT | STATE STR CORP | $20.37万 | 0.04% | 1,201 | 1,201 | — | $20.37万 | 新建仓 |
| BAC | BANK OF AMER CORP | $20.57万 | 0.04% | 3,610 | 3,610 | — | $20.57万 | 新建仓 |
| VSDM | VANGUARD MUN BD FDS | $20.92万 | 0.04% | 2,730 | 2,730 | — | $20.92万 | 新建仓 |
| DLN | WISDOMTREE TR | $21.09万 | 0.04% | 2,190 | 2,190 | — | $21.09万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $21.13万 | 0.04% | 1,294 | 1,294 | — | $21.13万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $21.24万 | 0.05% | 1,819 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $21.55万 | 0.05% | 11,600 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $21.57万 | 0.05% | 420 | -7 | -1.6% | -$3,595 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $21.86万 | 0.05% | 1,598 | 1,598 | — | $21.86万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $22.15万 | 0.05% | 219 | 219 | — | $22.15万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $22.37万 | 0.05% | 2,022 | 4 | 0.2% | $443 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $22.41万 | 0.05% | 2,282 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $22.47万 | 0.05% | 6,080 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $22.82万 | 0.05% | 1,456 | -78 | -5.1% | -$1.22万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $23.22万 | 0.05% | 9,420 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $23.49万 | 0.05% | 2,702 | -168 | -5.9% | -$1.46万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $23.55万 | 0.05% | 5,193 | -1,007 | -16.2% | -$4.57万 | 减仓 |
| SLV | ISHARES SILVER TR | $23.58万 | 0.05% | 4,410 | 4,410 | — | $23.58万 | 新建仓 |
| EEM | ISHARES TR | $23.60万 | 0.05% | 3,450 | 3,450 | — | $23.60万 | 新建仓 |
| BCPC | BALCHEM CORP | $23.65万 | 0.05% | 1,400 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $23.66万 | 0.05% | 1,720 | -78 | -4.3% | -$1.07万 | 减仓 |
| QCOM | QUALCOMM INC | $23.99万 | 0.05% | 1,298 | 50 | 4.0% | $9,242 | 重新持有 |
| ASML | ASML HLDG NV | $25.07万 | 0.05% | 126 | 126 | — | $25.07万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $25.30万 | 0.05% | 9,870 | 9,870 | — | $25.30万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $25.34万 | 0.05% | 1,020 | -1 | -0.1% | -$248 | 减仓 |
| EMR | EMERSON ELEC CO | $25.37万 | 0.05% | 1,772 | 1 | 0.1% | $143 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $25.62万 | 0.05% | 5,040 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $25.88万 | 0.06% | 11,621 | 1,837 | 18.8% | $4.09万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $25.97万 | 0.06% | 518 | 5 | 1.0% | $2,507 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $27.20万 | 0.06% | 16,600 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $27.50万 | 0.06% | 3,860 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $27.91万 | 0.06% | 5,987 | 18 | 0.3% | $839 | 加仓 |
| GIS | GENERAL MILLS INC | $27.93万 | 0.06% | 8,026 | 623 | 8.4% | $2.17万 | 加仓 |
| EFA | ISHARES TR | $28.06万 | 0.06% | 2,701 | -51 | -1.9% | -$5,298 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $28.48万 | 0.06% | 660 | 660 | — | $28.48万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $28.56万 | 0.06% | 17,160 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $29.11万 | 0.06% | 5,933 | 1,336 | 29.1% | $6.55万 | 加仓 |
| CCI | CROWN CASTLE INC | $30.05万 | 0.06% | 3,968 | 11 | 0.3% | $833 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $30.08万 | 0.06% | 13,062 | 0 | 0.0% | — | 不变 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $30.09万 | 0.06% | 12,836 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $30.52万 | 0.06% | 2,713 | 394 | 17.0% | $4.43万 | 加仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $30.56万 | 0.07% | 12,157 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $30.62万 | 0.07% | 2,848 | 585 | 25.9% | $6.29万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $30.67万 | 0.07% | 1,291 | 2 | 0.2% | $475 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $30.76万 | 0.07% | 11,919 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $31.24万 | 0.07% | 15,339 | 0 | 0.0% | — | 不变 |
| CSRE | COHEN & STEERS ETF TRUST | $31.36万 | 0.07% | 11,051 | 11,051 | — | $31.36万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $31.52万 | 0.07% | 2,702 | 250 | 10.2% | $2.92万 | 加仓 |
| BKH | BLACK HILLS CORP | $31.68万 | 0.07% | 4,258 | 429 | 11.2% | $3.19万 | 加仓 |
| WSBC | WESBANCO INC | $31.74万 | 0.07% | 8,133 | -468 | -5.4% | -$1.83万 | 减仓 |
| IJR | ISHARES TR | $31.81万 | 0.07% | 2,145 | -3 | -0.1% | -$445 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $31.98万 | 0.07% | 13,132 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $31.99万 | 0.07% | 2,286 | 5 | 0.2% | $700 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $32.04万 | 0.07% | 6,334 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $32.25万 | 0.07% | 2,837 | 16 | 0.6% | $1,819 | 加仓 |
| WFC | WELLS FARGO & CO | $32.35万 | 0.07% | 3,915 | -448 | -10.3% | -$3.70万 | 减仓 |
| IOO | ISHARES TR | $32.51万 | 0.07% | 2,380 | 0 | 0.0% | — | 不变 |
| EVLN | MORGAN STANLEY ETF TRUST | $32.65万 | 0.07% | 6,732 | -106 | -1.6% | -$5,142 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $33.03万 | 0.07% | 795 | 1 | 0.1% | $415 | 加仓 |
| PSA | PUBLIC STORAGE | $33.09万 | 0.07% | 1,040 | 1 | 0.1% | $318 | 加仓 |
| GLD | SPDR GOLD TR | $33.41万 | 0.07% | 907 | -126 | -12.2% | -$4.64万 | 减仓 |
| NFLX | NETFLIX INC. | $33.84万 | 0.07% | 4,740 | -100 | -2.1% | -$7,140 | 减仓 |
| ORI | OLD REP INTL CORP | $33.93万 | 0.07% | 8,291 | 2,043 | 32.7% | $8.36万 | 加仓 |
| LOW | LOWES COS INC | $34.36万 | 0.07% | 1,558 | 202 | 14.9% | $4.45万 | 加仓 |
| — | PUTNAM ETF TRUST | $34.73万 | 0.07% | 43,800 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $34.84万 | 0.07% | 2,668 | 412 | 18.3% | $5.38万 | 加仓 |
| IWF | ISHARES TR | $35.16万 | 0.07% | 2,832 | 0 | 0.0% | — | 不变 |
| SBSI | SOUTHSIDE BANCSHARES INC | $36.75万 | 0.08% | 10,444 | 1,074 | 11.5% | $3.78万 | 加仓 |
| BA | BOEING CO | $36.83万 | 0.08% | 1,702 | 72 | 4.4% | $1.56万 | 加仓 |
| COHR | COHERENT CORP | $37.47万 | 0.08% | 950 | 0 | 0.0% | — | 不变 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $38.52万 | 0.08% | 15,302 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $38.93万 | 0.08% | 1,243 | 200 | 19.2% | $6.26万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $39.31万 | 0.08% | 4,077 | 4,077 | — | $39.31万 | 新建仓 |
| CSX | CSX CORP | $39.77万 | 0.08% | 8,368 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED | $39.98万 | 0.09% | 10,531 | 1,654 | 18.6% | $6.28万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $40.39万 | 0.09% | 1,284 | 0 | 0.0% | — | 不变 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $40.47万 | 0.09% | 17,119 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $40.90万 | 0.09% | 1,155 | 1 | 0.1% | $354 | 加仓 |
| GILD | GILEAD SCIENCES INC | $41.02万 | 0.09% | 3,247 | 153 | 4.9% | $1.93万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $41.11万 | 0.09% | 17,462 | 0 | 0.0% | — | 不变 |
| INCM | FRANKLIN TEMPLETON ETF TR | $41.18万 | 0.09% | 14,273 | -3,697 | -20.6% | -$10.67万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $41.80万 | 0.09% | 22,150 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $41.88万 | 0.09% | 7,429 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP 看跌期权 | $41.89万 | 0.09% | 3,000 | 3,000 | — | $41.89万 | 新建仓 |
| FHI | FEDERATED HERMES INC | $42.98万 | 0.09% | 7,783 | 1,000 | 14.7% | $5.52万 | 加仓 |
| EQT | EQT CORP | $43.05万 | 0.09% | 8,097 | 128 | 1.6% | $6,806 | 加仓 |
| COP | CONOCOPHILLIPS | $43.28万 | 0.09% | 4,163 | 44 | 1.1% | $4,575 | 加仓 |
| SHEL | SHELL PLC | $43.44万 | 0.09% | 5,602 | 43 | 0.8% | $3,334 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $43.77万 | 0.09% | 1,628 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $44.32万 | 0.09% | 5,802 | 122 | 2.1% | $9,320 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $44.67万 | 0.10% | 15,426 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $45.03万 | 0.10% | 390 | -255 | -39.5% | -$29.44万 | 减仓 |
| FTMH | PUTNAM ETF TRUST | $46.22万 | 0.10% | 38,902 | 5,102 | 15.1% | $6.06万 | 加仓 |
| PPL | PPL CORP | $48.54万 | 0.10% | 13,353 | 119 | 0.9% | $4,326 | 加仓 |