Bill Few Associates, Inc.
SEWICKLEY PA · SEC CIK 0001914644
$4.17亿2026Q1 申报市值
212持仓数
36.5%前十大占比 · 第一大 9.5%
18 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAPL 加仓+$271.38万
IDEQ 加仓+$175.98万
VOO 加仓+$135.65万
AVY 加仓+$108.98万
JMTG 加仓+$93.03万
2026Q1 卖出最多 按季末市值估算
PYPL 清仓-$151.22万
TRUST FOR PROFES 减仓-$96.26万
SIVR 清仓-$29.09万
PNR 清仓-$26.00万
AMZN 减仓-$24.20万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| JMTG | J P MORGAN EXCHANGE TRADED F | $3,961.56万 | 9.49% | 776,776 | 18,242 | 2.4% | $93.03万 | 加仓 |
| AAPL | APPLE INC | $2,618.36万 | 6.27% | 103,170 | 10,693 | 11.6% | $271.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,604.44万 | 3.84% | 91,998 | -586 | -0.6% | -$10.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,487.75万 | 3.56% | 40,191 | 1,296 | 3.3% | $47.97万 | 加仓 |
| GOOG | ALPHABET INC | $1,151.52万 | 2.76% | 40,142 | -63 | -0.2% | -$1.81万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,006.54万 | 2.41% | 34,218 | 734 | 2.2% | $21.59万 | 加仓 |
| TJX | TJX COS INC NEW | $966.43万 | 2.31% | 60,516 | 3,794 | 6.7% | $60.59万 | 加仓 |
| ABBV | ABBVIE INC | $926.73万 | 2.22% | 42,610 | 727 | 1.7% | $15.81万 | 加仓 |
| — | EXXON MOBIL CORP | $846.96万 | 2.03% | 49,921 | 120 | 0.2% | $2.04万 | 加仓 |
| AMAT | APPLIED MATLS INC | $667.45万 | 1.60% | 19,528 | 23 | 0.1% | $7,861 | 加仓 |
| ORCL | ORACLE CORP | $649.37万 | 1.56% | 44,142 | 190 | 0.4% | $2.80万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $647.48万 | 1.55% | 152,206 | 19,754 | 14.9% | $84.03万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $617.60万 | 1.48% | 104,289 | 2,852 | 2.8% | $16.89万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $615.09万 | 1.47% | 122,529 | 6,184 | 5.3% | $31.04万 | 加仓 |
| CVX | CHEVRON CORPORATION | $614.47万 | 1.47% | 29,699 | 729 | 2.5% | $15.08万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $602.28万 | 1.44% | 10,079 | 2,270 | 29.1% | $135.65万 | 加仓 |
| COR | CENCORA INC | $563.01万 | 1.35% | 17,922 | 45 | 0.3% | $1.41万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $515.44万 | 1.23% | 14,363 | 174 | 1.2% | $6.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $507.42万 | 1.22% | 10,589 | 231 | 2.2% | $11.07万 | 加仓 |
| HD | HOME DEPOT INC | $503.97万 | 1.21% | 15,323 | 282 | 1.9% | $9.27万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $498.16万 | 1.19% | 34,489 | 644 | 1.9% | $9.30万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $491.06万 | 1.18% | 16,234 | -89 | -0.5% | -$2.69万 | 减仓 |
| CSCO | CISCO SYS INC | $486.53万 | 1.17% | 62,706 | 747 | 1.2% | $5.80万 | 加仓 |
| D | DOMINION ENERGY INC | $460.74万 | 1.10% | 74,529 | 1,603 | 2.2% | $9.91万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $457.22万 | 1.10% | 44,533 | 1,212 | 2.8% | $12.44万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $451.63万 | 1.08% | 18,632 | 517 | 2.9% | $12.53万 | 加仓 |
| PEP | PEPSICO INC | $450.30万 | 1.08% | 28,997 | 962 | 3.4% | $14.94万 | 加仓 |
| BX | BLACKSTONE INC | $427.71万 | 1.02% | 37,195 | 245 | 0.7% | $2.82万 | 加仓 |
| — | HONEYWELL INTL INC | $401.17万 | 0.96% | 17,748 | 550 | 3.2% | $12.43万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $382.52万 | 0.92% | 114,629 | 5,208 | 4.8% | $17.38万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $363.20万 | 0.87% | 21,045 | 1,034 | 5.2% | $17.84万 | 加仓 |
| AVY | AVERY DENNISON CORP | $361.28万 | 0.87% | 20,922 | 6,311 | 43.2% | $108.98万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $353.14万 | 0.85% | 36,800 | 3,758 | 11.4% | $36.06万 | 加仓 |
| ETN | EATON CORP PLC | $352.23万 | 0.84% | 9,848 | 548 | 5.9% | $19.60万 | 加仓 |
| UGI | UGI CORP NEW | $339.32万 | 0.81% | 93,169 | 2,037 | 2.2% | $7.42万 | 加仓 |
| GOOGL | ALPHABET INC | $337.08万 | 0.81% | 11,722 | -824 | -6.6% | -$23.69万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $300.43万 | 0.72% | 35,282 | 1,145 | 3.4% | $9.75万 | 加仓 |
| USB | US BANCORP | $298.87万 | 0.72% | 57,464 | 13,037 | 29.3% | $67.81万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $287.47万 | 0.69% | 85,001 | 8,685 | 11.4% | $29.37万 | 加仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $286.79万 | 0.69% | 117,950 | -39,591 | -25.1% | -$96.26万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $286.17万 | 0.69% | 13,752 | 211 | 1.6% | $4.39万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $283.72万 | 0.68% | 58,717 | 3,373 | 6.1% | $16.30万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $275.59万 | 0.66% | 68,571 | 14,097 | 25.9% | $56.66万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $272.13万 | 0.65% | 13,394 | -23 | -0.2% | -$4,673 | 减仓 |
| PFE | PFIZER INC | $258.48万 | 0.62% | 92,053 | 6,511 | 7.6% | $18.28万 | 加仓 |
| DIS | DISNEY WALT CO | $258.25万 | 0.62% | 26,795 | 1,003 | 3.9% | $9.67万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $250.87万 | 0.60% | 85,071 | 4,891 | 6.1% | $14.42万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $225.16万 | 0.54% | 9,211 | 0 | 0.0% | — | 不变 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $218.52万 | 0.52% | 25,854 | 8,908 | 52.6% | $75.29万 | 加仓 |
| SBUX | STARBUCKS CORP | $216.31万 | 0.52% | 24,145 | 1,262 | 5.5% | $11.31万 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $210.61万 | 0.50% | 66,334 | 55,427 | 508.2% | $175.98万 | 加仓 |
| KHC | KRAFT HEINZ CO | $203.22万 | 0.49% | 90,359 | 2,322 | 2.6% | $5.22万 | 加仓 |
| WMT | WALMART INC | $202.68万 | 0.49% | 16,308 | -1,694 | -9.4% | -$21.05万 | 减仓 |
| LLY | ELI LILLY & CO | $197.94万 | 0.47% | 2,152 | -69 | -3.1% | -$6.35万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $196.71万 | 0.47% | 20,799 | 1,038 | 5.3% | $9.82万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $194.05万 | 0.46% | 2,984 | 7 | 0.2% | $4,552 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $186.55万 | 0.45% | 40,865 | 2,064 | 5.3% | $9.42万 | 加仓 |
| AMZN | AMAZON COM INC | $186.51万 | 0.45% | 8,955 | -1,162 | -11.5% | -$24.20万 | 减仓 |
| V | VISA INC | $163.36万 | 0.39% | 5,405 | 681 | 14.4% | $20.58万 | 加仓 |
| MRK | MERCK & CO INC | $154.59万 | 0.37% | 12,852 | -69 | -0.5% | -$8,300 | 减仓 |
| FNB | F N B CORP | $146.17万 | 0.35% | 87,423 | 268 | 0.3% | $4,481 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.34% | 2 | 0 | 0.0% | — | 不变 |
| JDVI | JOHN HANCOCK EXCHANGE TRADED | $142.16万 | 0.34% | 39,349 | 11,479 | 41.2% | $41.47万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $139.81万 | 0.33% | 4,358 | -109 | -2.4% | -$3.50万 | 减仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $139.58万 | 0.33% | 32,430 | -1,723 | -5.0% | -$7.42万 | 减仓 |
| IWR | ISHARES TR | $136.25万 | 0.33% | 14,013 | -180 | -1.3% | -$1.75万 | 减仓 |
| CAT | CATERPILLAR INC | $133.97万 | 0.32% | 1,891 | -218 | -10.3% | -$15.44万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $130.45万 | 0.31% | 49,676 | 2,005 | 4.2% | $5.27万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $129.83万 | 0.31% | 13,260 | 432 | 3.4% | $4.23万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $129.46万 | 0.31% | 33,695 | 4,212 | 14.3% | $16.18万 | 加仓 |
| QQQ | INVESCO QQQ TR | $125.81万 | 0.30% | 2,180 | 682 | 45.5% | $39.36万 | 加仓 |
| TDVG | T ROWE PRICE ETF INC | $125.47万 | 0.30% | 28,113 | 2,462 | 9.6% | $10.99万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $125.39万 | 0.30% | 2,033 | -3 | -0.1% | -$1,850 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $124.45万 | 0.30% | 8,595 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $123.81万 | 0.30% | 3,984 | 399 | 11.1% | $12.40万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $117.59万 | 0.28% | 15,658 | 808 | 5.4% | $6.07万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $112.12万 | 0.27% | 7,131 | 115 | 1.6% | $1.81万 | 加仓 |
| IVV | ISHARES TR | $111.57万 | 0.27% | 1,708 | 262 | 18.1% | $17.11万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $109.62万 | 0.26% | 6,630 | 48 | 0.7% | $7,937 | 加仓 |
| SLYG | SPDR SERIES TRUST | $109.48万 | 0.26% | 11,331 | 2,058 | 22.2% | $19.88万 | 加仓 |
| FEGE | RBB FUND TRUST | $108.02万 | 0.26% | 22,982 | -1,573 | -6.4% | -$7.39万 | 减仓 |
| T | AT&T INC | $106.99万 | 0.26% | 36,904 | 3,890 | 11.8% | $11.28万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $106.25万 | 0.25% | 3,144 | 10 | 0.3% | $3,380 | 加仓 |
| DE | DEERE & CO | $105.79万 | 0.25% | 1,878 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $99.08万 | 0.24% | 4,010 | 5 | 0.1% | $1,235 | 加仓 |
| MPC | MARATHON PETE CORP | $96.26万 | 0.23% | 3,942 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $96.10万 | 0.23% | 14,562 | 371 | 2.6% | $2.45万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $88.29万 | 0.21% | 7,443 | 1,246 | 20.1% | $14.78万 | 加仓 |
| IWM | ISHARES TR | $88.02万 | 0.21% | 3,549 | 0 | 0.0% | — | 不变 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $87.26万 | 0.21% | 12,161 | 1,302 | 12.0% | $9.34万 | 加仓 |
| PPG | PPG INDS INC | $85.71万 | 0.21% | 8,019 | -961 | -10.7% | -$10.27万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $83.00万 | 0.20% | 833 | -16 | -1.9% | -$1.59万 | 减仓 |
| SYK | STRYKER CORPORATION | $81.79万 | 0.20% | 2,489 | 1 | 0.0% | $329 | 加仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $81.59万 | 0.20% | 16,973 | 712 | 4.4% | $3.42万 | 加仓 |
| WM | WASTE MGMT INC DEL | $80.20万 | 0.19% | 3,490 | 25 | 0.7% | $5,745 | 加仓 |
| GE | GE AEROSPACE | $79.74万 | 0.19% | 2,810 | -57 | -2.0% | -$1.62万 | 减仓 |
| AMGN | AMGEN INC | $78.76万 | 0.19% | 2,238 | 385 | 20.8% | $13.55万 | 加仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $75.59万 | 0.18% | 15,625 | 2,208 | 16.5% | $10.68万 | 加仓 |
| RTX | RTX CORPORATION | $70.89万 | 0.17% | 3,675 | -79 | -2.1% | -$1.52万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $69.33万 | 0.17% | 1,147 | -151 | -11.6% | -$9.13万 | 减仓 |