13F 机构持仓

Bill Few Associates, Inc.

SEWICKLEY PA · SEC CIK 0001914644

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.70亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

JMTG 9.2%
AAPL 6.2%
NVDA 4.0%
MSFT 3.2%
GOOG 3.0%
AMAT 2.9%
JPM 2.3%
ABBV 2.1%
TJX 1.9%
VOO 1.9%

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
CEG CONSTELLATION ENERGY CORP $25.34万0.05%1,020 -1-0.1% -$248 减仓
— INVESCO EXCH TRD SLF IDX FD $25.30万0.05%9,870 9,870— $25.30万 新建仓
ASML ASML HLDG NV $25.07万0.05%126 126— $25.07万 新建仓
QCOM QUALCOMM INC $23.99万0.05%1,298 504.0% $9,242 重新持有
IVW ISHARES TR $23.66万0.05%1,720 -78-4.3% -$1.07万 减仓
BCPC BALCHEM CORP $23.65万0.05%1,400 00.0% — 不变
EEM ISHARES TR $23.60万0.05%3,450 3,450— $23.60万 新建仓
SLV ISHARES SILVER TR $23.58万0.05%4,410 4,410— $23.58万 新建仓
XLU SELECT SECTOR SPDR TR $23.55万0.05%5,193 -1,007-16.2% -$4.57万 减仓
OKE ONEOK INC NEW $23.49万0.05%2,702 -168-5.9% -$1.46万 减仓
— INVESCO EXCH TRD SLF IDX FD $23.22万0.05%9,420 00.0% — 不变
CRM SALESFORCE INC $22.82万0.05%1,456 -78-5.1% -$1.22万 减仓
BP BP PLC $22.47万0.05%6,080 00.0% — 不变
VYMI VANGUARD WHITEHALL FDS $22.41万0.05%2,282 00.0% — 不变
ED CONSOLIDATED EDISON INC $22.37万0.05%2,022 40.2% $443 加仓
GS GOLDMAN SACHS GROUP INC $22.15万0.05%219 219— $22.15万 新建仓
AEP AMERICAN ELEC PWR CO INC $21.86万0.05%1,598 1,598— $21.86万 新建仓
MA MASTERCARD INCORPORATED $21.57万0.05%420 -7-1.6% -$3,595 减仓
BSCT INVESCO EXCH TRD SLF IDX FD $21.55万0.05%11,600 00.0% — 不变
WEC WEC ENERGY GROUP INC $21.24万0.05%1,819 00.0% — 不变
Q QNITY ELECTRONICS INC $21.13万0.04%1,294 1,294— $21.13万 新建仓
DLN WISDOMTREE TR $21.09万0.04%2,190 2,190— $21.09万 新建仓
VSDM VANGUARD MUN BD FDS $20.92万0.04%2,730 2,730— $20.92万 新建仓
BAC BANK OF AMER CORP $20.57万0.04%3,610 3,610— $20.57万 新建仓
STT STATE STR CORP $20.37万0.04%1,201 1,201— $20.37万 新建仓
AVGO BROADCOM INC $20.25万0.04%536 536— $20.25万 新建仓
CAG CONAGRA BRANDS INC $15.30万0.03%11,368 4334.0% $5,828 加仓
— HONEYWELL INTL INC $00.00%0 -17,748-100.0% -$401.17万 清仓
BDX BECTON DICKINSON & CO $00.00%0 -7,131-100.0% -$112.12万 清仓
MCK MCKESSON CORP $00.00%0 -234-100.0% -$20.25万 清仓
OGN ORGANON & CO $00.00%0 -13,942-100.0% -$8.35万 清仓