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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 50 | 4.0% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $22.41万 | 0.05% | 2,282 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $22.37万 | 0.05% | 2,022 | 4 | 0.2% | $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 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $21.24万 | 0.05% | 1,819 | 0 | 0.0% | — | 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 | 433 | 4.0% | $5,828 | 加仓 |
| — | 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 |