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 |
|---|---|---|---|---|---|---|---|---|
| WM | WASTE MGMT INC DEL | $75.47万 | 0.16% | 3,386 | -104 | -3.0% | -$2.32万 | 减仓 |
| T | AT&T INC | $75.42万 | 0.16% | 36,434 | -470 | -1.3% | -$9,729 | 减仓 |
| SPYV | SPDR SERIES TRUST | $74.52万 | 0.16% | 12,259 | 2,656 | 27.7% | $16.15万 | 加仓 |
| TSLA | TESLA INC | $74.24万 | 0.16% | 1,765 | 14 | 0.8% | $5,888 | 加仓 |
| WAB | WABTEC | $73.47万 | 0.16% | 2,725 | 365 | 15.5% | $9.84万 | 加仓 |
| UNP | UNION PAC CORP | $73.07万 | 0.16% | 2,687 | 2 | 0.1% | $544 | 加仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $72.79万 | 0.15% | 15,213 | -412 | -2.6% | -$1.97万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $71.61万 | 0.15% | 5,657 | 510 | 9.9% | $6.46万 | 加仓 |
| RTX | RTX CORPORATION | $69.73万 | 0.15% | 3,675 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $68.43万 | 0.15% | 11,876 | 2,245 | 23.3% | $12.94万 | 加仓 |
| NUE | NUCOR CORP | $67.93万 | 0.14% | 3,050 | 3 | 0.1% | $668 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $67.82万 | 0.14% | 6,178 | 446 | 7.8% | $4.90万 | 加仓 |
| META | META PLATFORMS INC | $67.11万 | 0.14% | 1,191 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $65.64万 | 0.14% | 4,054 | 424 | 11.7% | $6.86万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $65.32万 | 0.14% | 23,778 | 4,283 | 22.0% | $11.77万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $61.79万 | 0.13% | 1,812 | 0 | 0.0% | — | 不变 |
| SMMD | ISHARES TR | $61.42万 | 0.13% | 6,703 | 1,887 | 39.2% | $17.29万 | 加仓 |
| GLW | CORNING INC | $59.52万 | 0.13% | 2,330 | -200 | -7.9% | -$5.11万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $58.39万 | 0.12% | 1,146 | -1 | -0.1% | -$509 | 减仓 |
| NEE | NEXTERA ENERGY INC | $58.15万 | 0.12% | 6,626 | 16 | 0.2% | $1,404 | 加仓 |
| KO | COCA COLA CO | $57.72万 | 0.12% | 7,102 | 983 | 16.1% | $7.99万 | 加仓 |
| CB | CHUBB LIMITED | $57.13万 | 0.12% | 1,677 | 886 | 112.0% | $30.18万 | 加仓 |
| IJH | ISHARES TR | $57.10万 | 0.12% | 7,406 | -37 | -0.5% | -$2,853 | 减仓 |
| SO | SOUTHERN CO | $56.71万 | 0.12% | 5,925 | 998 | 20.3% | $9.55万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $53.24万 | 0.11% | 2,320 | 2 | 0.1% | $459 | 加仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $53.20万 | 0.11% | 26,167 | 905 | 3.6% | $1.84万 | 加仓 |
| GPC | GENUINE PARTS CO | $52.79万 | 0.11% | 4,474 | 9 | 0.2% | $1,062 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $52.43万 | 0.11% | 6,368 | -205 | -3.1% | -$1.69万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $51.50万 | 0.11% | 3,090 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $50.09万 | 0.11% | 2,233 | 2 | 0.1% | $449 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $49.96万 | 0.11% | 860 | -163 | -15.9% | -$9.47万 | 重新持有 |
| PPL | PPL CORP | $48.54万 | 0.10% | 13,353 | 119 | 0.9% | $4,326 | 加仓 |
| FTMH | PUTNAM ETF TRUST | $46.22万 | 0.10% | 38,902 | 5,102 | 15.1% | $6.06万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $45.03万 | 0.10% | 390 | -255 | -39.5% | -$29.44万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $44.67万 | 0.10% | 15,426 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $44.32万 | 0.09% | 5,802 | 122 | 2.1% | $9,320 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $43.77万 | 0.09% | 1,628 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $43.44万 | 0.09% | 5,602 | 43 | 0.8% | $3,334 | 加仓 |
| COP | CONOCOPHILLIPS | $43.28万 | 0.09% | 4,163 | 44 | 1.1% | $4,575 | 加仓 |
| EQT | EQT CORP | $43.05万 | 0.09% | 8,097 | 128 | 1.6% | $6,806 | 加仓 |
| FHI | FEDERATED HERMES INC | $42.98万 | 0.09% | 7,783 | 1,000 | 14.7% | $5.52万 | 加仓 |
| INTC | INTEL CORP 看跌期权 | $41.89万 | 0.09% | 3,000 | 3,000 | — | $41.89万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $41.88万 | 0.09% | 7,429 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $41.80万 | 0.09% | 22,150 | 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 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $41.11万 | 0.09% | 17,462 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $41.02万 | 0.09% | 3,247 | 153 | 4.9% | $1.93万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $40.90万 | 0.09% | 1,155 | 1 | 0.1% | $354 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $40.47万 | 0.09% | 17,119 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $40.39万 | 0.09% | 1,284 | 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 |
| CSX | CSX CORP | $39.77万 | 0.08% | 8,368 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $39.31万 | 0.08% | 4,077 | 4,077 | — | $39.31万 | 新建仓 |
| FDX | FEDEX CORP | $38.93万 | 0.08% | 1,243 | 200 | 19.2% | $6.26万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $38.52万 | 0.08% | 15,302 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $37.47万 | 0.08% | 950 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $36.83万 | 0.08% | 1,702 | 72 | 4.4% | $1.56万 | 加仓 |
| SBSI | SOUTHSIDE BANCSHARES INC | $36.75万 | 0.08% | 10,444 | 1,074 | 11.5% | $3.78万 | 加仓 |
| IWF | ISHARES TR | $35.16万 | 0.07% | 2,832 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $34.84万 | 0.07% | 2,668 | 412 | 18.3% | $5.38万 | 加仓 |
| — | PUTNAM ETF TRUST | $34.73万 | 0.07% | 43,800 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $34.36万 | 0.07% | 1,558 | 202 | 14.9% | $4.45万 | 加仓 |
| ORI | OLD REP INTL CORP | $33.93万 | 0.07% | 8,291 | 2,043 | 32.7% | $8.36万 | 加仓 |
| NFLX | NETFLIX INC. | $33.84万 | 0.07% | 4,740 | -100 | -2.1% | -$7,140 | 减仓 |
| GLD | SPDR GOLD TR | $33.41万 | 0.07% | 907 | -126 | -12.2% | -$4.64万 | 减仓 |
| PSA | PUBLIC STORAGE | $33.09万 | 0.07% | 1,040 | 1 | 0.1% | $318 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $33.03万 | 0.07% | 795 | 1 | 0.1% | $415 | 加仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $32.65万 | 0.07% | 6,732 | -106 | -1.6% | -$5,142 | 减仓 |
| IOO | ISHARES TR | $32.51万 | 0.07% | 2,380 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $32.35万 | 0.07% | 3,915 | -448 | -10.3% | -$3.70万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $32.25万 | 0.07% | 2,837 | 16 | 0.6% | $1,819 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $32.04万 | 0.07% | 6,334 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $31.99万 | 0.07% | 2,286 | 5 | 0.2% | $700 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $31.98万 | 0.07% | 13,132 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $31.81万 | 0.07% | 2,145 | -3 | -0.1% | -$445 | 减仓 |
| WSBC | WESBANCO INC | $31.74万 | 0.07% | 8,133 | -468 | -5.4% | -$1.83万 | 减仓 |
| BKH | BLACK HILLS CORP | $31.68万 | 0.07% | 4,258 | 429 | 11.2% | $3.19万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $31.52万 | 0.07% | 2,702 | 250 | 10.2% | $2.92万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $31.36万 | 0.07% | 11,051 | 11,051 | — | $31.36万 | 新建仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $31.24万 | 0.07% | 15,339 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRD SLF IDX FD | $30.76万 | 0.07% | 11,919 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $30.67万 | 0.07% | 1,291 | 2 | 0.2% | $475 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $30.62万 | 0.07% | 2,848 | 585 | 25.9% | $6.29万 | 加仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $30.56万 | 0.07% | 12,157 | 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 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $30.09万 | 0.06% | 12,836 | 0 | 0.0% | — | 不变 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $30.08万 | 0.06% | 13,062 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $30.05万 | 0.06% | 3,968 | 11 | 0.3% | $833 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO | $29.11万 | 0.06% | 5,933 | 1,336 | 29.1% | $6.55万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $28.56万 | 0.06% | 17,160 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $28.48万 | 0.06% | 660 | 660 | — | $28.48万 | 新建仓 |
| EFA | ISHARES TR | $28.06万 | 0.06% | 2,701 | -51 | -1.9% | -$5,298 | 减仓 |
| GIS | GENERAL MILLS INC | $27.93万 | 0.06% | 8,026 | 623 | 8.4% | $2.17万 | 加仓 |
| EXC | EXELON CORP | $27.91万 | 0.06% | 5,987 | 18 | 0.3% | $839 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $27.50万 | 0.06% | 3,860 | 0 | 0.0% | — | 不变 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $27.20万 | 0.06% | 16,600 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $25.97万 | 0.06% | 518 | 5 | 1.0% | $2,507 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $25.88万 | 0.06% | 11,621 | 1,837 | 18.8% | $4.09万 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $25.62万 | 0.05% | 5,040 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $25.37万 | 0.05% | 1,772 | 1 | 0.1% | $143 | 加仓 |