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 |
|---|---|---|---|---|---|---|---|---|
| JMTG | J P MORGAN EXCHANGE TRADED F | $4,337.83万 | 9.23% | 855,925 | 79,149 | 10.2% | $401.13万 | 加仓 |
| AAPL | APPLE INC | $2,930.26万 | 6.23% | 101,267 | -1,903 | -1.8% | -$55.07万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,871.24万 | 3.98% | 93,520 | 1,522 | 1.7% | $30.45万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,505.90万 | 3.20% | 40,371 | 180 | 0.4% | $6.71万 | 加仓 |
| GOOG | ALPHABET INC | $1,406.14万 | 2.99% | 39,797 | -345 | -0.9% | -$12.19万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,376.08万 | 2.93% | 19,033 | -495 | -2.5% | -$35.79万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,099.94万 | 2.34% | 33,603 | -615 | -1.8% | -$20.13万 | 减仓 |
| ABBV | ABBVIE INC | $971.85万 | 2.07% | 38,621 | -3,989 | -9.4% | -$100.38万 | 减仓 |
| TJX | TJX COS INC NEW | $911.59万 | 1.94% | 60,171 | -345 | -0.6% | -$5.23万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $902.65万 | 1.92% | 13,143 | 3,064 | 30.4% | $210.43万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $768.32万 | 1.63% | 155,908 | 3,702 | 2.4% | $18.24万 | 加仓 |
| CSCO | CISCO SYS INC | $745.41万 | 1.59% | 63,461 | 755 | 1.2% | $8.87万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $723.59万 | 1.54% | 107,104 | 2,815 | 2.7% | $19.02万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $701.41万 | 1.49% | 14,168 | -195 | -1.4% | -$9.65万 | 减仓 |
| — | EXXON MOBIL CORP | $674.93万 | 1.44% | 49,366 | -555 | -1.1% | -$7.59万 | 减仓 |
| ORCL | ORACLE CORP | $650.50万 | 1.38% | 44,387 | 245 | 0.6% | $3.59万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $557.22万 | 1.19% | 19,815 | 1,183 | 6.3% | $33.27万 | 加仓 |
| HD | HOME DEPOT INC | $547.93万 | 1.17% | 15,536 | 213 | 1.4% | $7.51万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $546.60万 | 1.16% | 16,160 | -74 | -0.5% | -$2.50万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $531.91万 | 1.13% | 125,628 | 3,099 | 2.5% | $13.12万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $531.46万 | 1.13% | 10,621 | 32 | 0.3% | $1.60万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $525.14万 | 1.12% | 124,058 | 9,429 | 8.2% | $39.91万 | 加仓 |
| D | DOMINION ENERGY INC | $517.14万 | 1.10% | 75,728 | 1,199 | 1.6% | $8.19万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $511.15万 | 1.09% | 34,857 | 368 | 1.1% | $5.40万 | 加仓 |
| COR | CENCORA INC | $495.80万 | 1.05% | 17,521 | -401 | -2.2% | -$11.35万 | 减仓 |
| CVX | CHEVRON CORPORATION | $491.55万 | 1.05% | 29,655 | -44 | -0.1% | -$7,293 | 减仓 |
| BX | BLACKSTONE INC | $434.51万 | 0.92% | 36,926 | -269 | -0.7% | -$3.17万 | 减仓 |
| GOOGL | ALPHABET INC | $410.40万 | 0.87% | 11,484 | -238 | -2.0% | -$8.51万 | 减仓 |
| ETN | EATON CORP PLC | $410.07万 | 0.87% | 9,623 | -225 | -2.3% | -$9.59万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $406.85万 | 0.87% | 36,296 | -504 | -1.4% | -$5.65万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $402.99万 | 0.86% | 44,412 | -121 | -0.3% | -$1.10万 | 减仓 |
| PEP | PEPSICO INC | $397.72万 | 0.85% | 29,374 | 377 | 1.3% | $5.10万 | 加仓 |
| USB | US BANCORP | $359.28万 | 0.76% | 59,483 | 2,019 | 3.5% | $12.19万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $348.68万 | 0.74% | 60,462 | 1,745 | 3.0% | $10.06万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $348.64万 | 0.74% | 21,314 | 269 | 1.3% | $4.40万 | 加仓 |
| AVY | AVERY DENNISON CORP | $348.14万 | 0.74% | 21,444 | 522 | 2.5% | $8.47万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $340.30万 | 0.72% | 35,878 | 596 | 1.7% | $5.65万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $326.81万 | 0.70% | 69,239 | 668 | 1.0% | $3.15万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $326.10万 | 0.69% | 88,661 | 3,660 | 4.3% | $13.46万 | 加仓 |
| UGI | UGI CORP NEW | $317.19万 | 0.67% | 91,832 | -1,337 | -1.4% | -$4.62万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $314.59万 | 0.67% | 12,777 | -975 | -7.1% | -$24.01万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $306.00万 | 0.65% | 13,664 | 270 | 2.0% | $6.05万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $297.46万 | 0.63% | 85,922 | 851 | 1.0% | $2.95万 | 加仓 |
| JDVI | JOHN HANCOCK EXCHANGE TRADED | $294.29万 | 0.63% | 76,297 | 36,948 | 93.9% | $142.52万 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $260.29万 | 0.55% | 74,221 | 7,887 | 11.9% | $27.66万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $258.63万 | 0.55% | 26,233 | 379 | 1.5% | $3.74万 | 加仓 |
| DIS | DISNEY WALT CO | $258.18万 | 0.55% | 26,823 | 28 | 0.1% | $2,695 | 加仓 |
| SBUX | STARBUCKS CORP | $243.88万 | 0.52% | 23,866 | -279 | -1.2% | -$2.85万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $238.79万 | 0.51% | 6,453 | 2,095 | 48.1% | $77.52万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $232.29万 | 0.49% | 9,146 | -65 | -0.7% | -$1.65万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $231.04万 | 0.49% | 21,175 | 376 | 1.8% | $4.10万 | 加仓 |
| AMZN | AMAZON COM INC | $227.26万 | 0.48% | 9,535 | 580 | 6.5% | $13.82万 | 加仓 |
| SYK | STRYKER CORPORATION | $222.20万 | 0.47% | 7,058 | 4,569 | 183.6% | $143.84万 | 加仓 |
| LLY | ELI LILLY & CO | $221.91万 | 0.47% | 1,850 | -302 | -14.0% | -$36.22万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $220.36万 | 0.47% | 2,951 | -33 | -1.1% | -$2.46万 | 减仓 |
| PFE | PFIZER INC | $219.42万 | 0.47% | 91,121 | -932 | -1.0% | -$2.24万 | 减仓 |
| KHC | KRAFT HEINZ CO | $217.27万 | 0.46% | 91,984 | 1,625 | 1.8% | $3.84万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $203.82万 | 0.43% | 40,448 | -417 | -1.0% | -$2.10万 | 减仓 |
| ITOT | ISHARES TR | $197.80万 | 0.42% | 12,041 | 12,041 | — | $197.80万 | 新建仓 |
| WMT | WALMART INC | $190.10万 | 0.40% | 16,785 | 477 | 2.9% | $5.40万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $188.10万 | 0.40% | 15,808 | 2,548 | 19.2% | $30.32万 | 加仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $187.36万 | 0.40% | 69,086 | -48,864 | -41.4% | -$132.52万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $186.55万 | 0.40% | 22,275 | 6,617 | 42.3% | $55.42万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $184.10万 | 0.39% | 2,500 | 1,500 | 150.0% | $110.46万 | 加仓 |
| INTC | INTEL CORP | $172.63万 | 0.37% | 12,364 | -1,560 | -11.2% | -$21.78万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $171.85万 | 0.37% | 38,635 | 4,940 | 14.7% | $21.97万 | 加仓 |
| FNB | F N B CORP | $168.26万 | 0.36% | 88,189 | 766 | 0.9% | $1.46万 | 加仓 |
| QQQ | INVESCO QQQ TR | $166.80万 | 0.35% | 2,265 | 85 | 3.9% | $6.26万 | 加仓 |
| CAT | CATERPILLAR INC | $159.61万 | 0.34% | 1,499 | -392 | -20.7% | -$41.74万 | 减仓 |
| MRK | MERCK & CO INC | $159.57万 | 0.34% | 12,418 | -434 | -3.4% | -$5.58万 | 减仓 |
| IWR | ISHARES TR | $154.59万 | 0.33% | 14,013 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $150.15万 | 0.32% | 3,144 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.32% | 2 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $149.46万 | 0.32% | 4,356 | -1,049 | -19.4% | -$35.99万 | 减仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $142.72万 | 0.30% | 33,323 | 893 | 2.8% | $3.82万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $142.43万 | 0.30% | 2,025 | -8 | -0.4% | -$5,627 | 减仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $139.70万 | 0.30% | 28,493 | 380 | 1.4% | $1.86万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $138.15万 | 0.29% | 52,769 | 3,093 | 6.2% | $8.10万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $136.12万 | 0.29% | 11,426 | 95 | 0.8% | $1.13万 | 加仓 |
| IVV | ISHARES TR | $127.46万 | 0.27% | 1,702 | -6 | -0.4% | -$4,493 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $123.07万 | 0.26% | 8,095 | -500 | -5.8% | -$7.60万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $119.73万 | 0.25% | 6,618 | -12 | -0.2% | -$2,171 | 减仓 |
| FEGE | RBB FUND TRUST | $117.99万 | 0.25% | 24,119 | 1,137 | 4.9% | $5.56万 | 加仓 |
| DE | DEERE & CO | $116.29万 | 0.25% | 1,833 | -45 | -2.4% | -$2.85万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $111.76万 | 0.24% | 2,579 | -247 | -8.7% | -$10.70万 | 减仓 |
| MCD | MCDONALDS CORP | $106.77万 | 0.23% | 3,950 | -34 | -0.9% | -$9,190 | 减仓 |
| MO | ALTRIA GROUP INC | $104.46万 | 0.22% | 14,519 | -43 | -0.3% | -$3,094 | 减仓 |
| VLO | VALERO ENERGY CORP | $104.15万 | 0.22% | 3,999 | -11 | -0.3% | -$2,865 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $104.09万 | 0.22% | 13,108 | 947 | 7.8% | $7.52万 | 加仓 |
| GE | GE AEROSPACE | $104.02万 | 0.22% | 2,783 | -27 | -1.0% | -$1.01万 | 减仓 |
| IWM | ISHARES TR | $102.54万 | 0.22% | 3,413 | -136 | -3.8% | -$4.09万 | 减仓 |
| MPC | MARATHON PETE CORP | $98.10万 | 0.21% | 3,837 | -105 | -2.7% | -$2.68万 | 减仓 |
| PPG | PPG INDS INC | $97.19万 | 0.21% | 8,013 | -6 | -0.1% | -$728 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $89.57万 | 0.19% | 6,194 | -1,249 | -16.8% | -$18.06万 | 减仓 |
| GEV | GE VERNOVA INC | $88.00万 | 0.19% | 749 | 5 | 0.7% | $5,874 | 加仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $87.93万 | 0.19% | 16,851 | -122 | -0.7% | -$6,366 | 减仓 |
| WINN | HARBOR ETF TRUST | $81.74万 | 0.17% | 25,174 | 491 | 2.0% | $1.59万 | 加仓 |
| AMGN | AMGEN INC | $78.93万 | 0.17% | 2,180 | -58 | -2.6% | -$2.10万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $78.39万 | 0.17% | 838 | 5 | 0.6% | $4,677 | 加仓 |
| KLAC | KLA CORP | $75.76万 | 0.16% | 2,511 | 1 | 0.0% | $302 | 加仓 |