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Bill Few Associates, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Bill Few Associates, Inc.
报告期 2026-03-31 · CIK 0001914644
持仓数
212
前50大市值合计
$314.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 106 项
建仓 8
增持 65
减持 30
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
-$1.8M
90,858
+2%
建仓
—
JUNIPER NETWORKS INC
+$1.2M
42,650
增持
MSFT
MICROSOFT CORP
-$662.4K
39,065
+2%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
ORCL
ORACLE CORP
-$572.9K
46,007
+1%
增持
ABBV
ABBVIE INC
+$558.7K
34,519
+1%
增持
ROK
ROCKWELL AUTOMATION INC
-$553.0K
13,785
+1%
减持
BX
BLACKSTONE INC
+$546.9K
38,726
-0%
增持
—
EXXON MOBIL CORP
+$544.3K
45,523
+2%
增持
GOOG
ALPHABET INC
+$469.8K
39,176
+1%
减持
UGI
UGI CORP NEW
-$462.3K
112,849
-0%
减持
AXP
AMERICAN EXPRESS CO
-$458.5K
17,845
-0%
增持
AMT
AMERICAN TOWER CORP NEW
-$436.8K
17,015
+2%
增持
CVX
CHEVRON CORP NEW
+$401.1K
27,049
+2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$384.8K
13,804
+3%
增持
GLW
CORNING INC
-$346.9K
79,857
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$287.4K
86,099
+4%
增持
PEP
PEPSICO INC
-$273.6K
23,623
+2%
增持
PFE
PFIZER INC
-$270.2K
80,820
+0%
建仓
GILD
GILEAD SCIENCES INC
+$255.2K
3,405
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$249.3K
0
-100%
建仓
MPC
MARATHON PETE CORP
+$231.4K
1,529
增持
HON
HONEYWELL INTL INC
-$230.8K
15,839
+4%
增持
GOOGL
ALPHABET INC
+$227.6K
9,670
+12%
建仓
NVO
NOVO-NORDISK A S
+$218.3K
2,400
减持
TJX
TJX COS INC NEW
+$216.8K
60,271
-1%
增持
NVDA
NVIDIA CORPORATION
+$210.0K
12,419
+1%
建仓
COP
CONOCOPHILLIPS
+$208.5K
1,740
建仓
EMR
EMERSON ELEC CO
+$207.6K
2,150
增持
ABT
ABBOTT LABS
-$205.4K
35,825
+6%
建仓
META
META PLATFORMS INC
+$204.1K
680
建仓
—
DUPONT DE NEMOURS INC
+$203.9K
2,733
清仓
MDLZ
MONDELEZ INTL INC
-$203.8K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$200.4K
0
-100%
增持
D
DOMINION ENERGY INC
-$170.3K
47,793
+7%
增持
—
EATON CORP PLC
+$169.7K
9,230
+3%
减持
SBUX
STARBUCKS CORP
-$162.7K
20,636
-0%
减持
JNJ
JOHNSON & JOHNSON
-$152.6K
9,165
-4%
增持
DIS
DISNEY WALT CO
-$152.4K
24,318
+2%
增持
PYPL
PAYPAL HLDGS INC
-$144.5K
25,628
+4%
增持
PG
PROCTER AND GAMBLE CO
-$134.6K
30,885
+1%
增持
VLO
VALERO ENERGY CORP
+$130.5K
3,905
+8%
增持
COR
CENCORA INC
-$129.7K
17,510
+3%
减持
VTI
VANGUARD INDEX FDS
-$129.0K
4,522
-9%
减持
MCD
MCDONALDS CORP
-$128.4K
3,525
-1%
减持
LLY
ELI LILLY & CO
+$127.9K
2,014
-1%
减持
AVY
AVERY DENNISON CORP
+$125.8K
13,785
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$121.6K
3,276
+30%
增持
JCPI
J P MORGAN EXCHANGE TRADED F
+$121.3K
30,161
+12%
减持
NEE
NEXTERA ENERGY INC
-$106.9K
3,777
-13%
增持
JPM
JPMORGAN CHASE & CO
+$103.7K
33,598
+2%
减持
IWM
ISHARES TR
-$98.9K
2,755
-12%
增持
SPMD
SPDR SER TR
+$92.1K
20,088
+17%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$91.9K
52,801
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$88.9K
8,677
+0%
减持
GPC
GENUINE PARTS CO
-$88.4K
3,358
-1%
增持
VOO
VANGUARD INDEX FDS
+$87.7K
2,118
+16%
减持
BA
BOEING CO
-$87.2K
2,851
-5%
增持
FIGB
FIDELITY MERRIMACK STR TR
+$84.9K
10,295
+31%
增持
CCI
CROWN CASTLE INC
-$84.4K
5,541
+6%
增持
—
LEGG MASON ETF INVT
+$80.1K
20,428
+32%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$70.6K
8,429
-4%
减持
CAT
CATERPILLAR INC
+$68.6K
2,546
-0%
增持
SHEL
SHELL PLC
+$67.3K
5,493
+16%
减持
MO
ALTRIA GROUP INC
-$65.3K
13,117
-4%
增持
RTX
RTX CORPORATION
-$59.6K
3,526
+10%
增持
CMCSA
COMCAST CORP NEW
+$58.8K
11,354
+6%
增持
MRK
MERCK & CO INC
-$57.7K
11,594
+7%
增持
INTC
INTEL CORP
+$56.1K
24,931
+0%
增持
USB
US BANCORP DEL
+$53.9K
44,776
+4%
增持
CSCO
CISCO SYS INC
+$47.7K
13,947
+3%
减持
V
VISA INC
-$44.5K
5,443
-0%
减持
PM
PHILIP MORRIS INTL INC
-$41.5K
7,756
-0%
增持
FNB
F N B CORP
-$41.5K
79,612
+1%
减持
TSLA
TESLA INC
-$40.1K
2,181
-3%
增持
AMZN
AMAZON COM INC
+$39.8K
7,821
+7%
减持
NUE
NUCOR CORP
-$35.8K
2,976
-3%
减持
PNC
PNC FINL SVCS GROUP INC
-$34.7K
10,899
-0%
增持
GIS
GENERAL MLS INC
-$33.5K
4,448
+7%
增持
BDX
BECTON DICKINSON & CO
+$33.4K
7,149
+4%
减持
QQQ
INVESCO QQQ TR
-$33.4K
1,173
-4%
减持
SO
SOUTHERN CO
-$33.1K
4,073
-4%
增持
PPL
PPL CORP
-$32.8K
14,462
+2%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$32.4K
1,970
+1%
减持
IVV
ISHARES TR
-$31.8K
728
-6%
增持
SLYV
SPDR SER TR
-$31.8K
8,229
+1%
减持
T
AT&T INC
-$31.6K
27,075
-1%
减持
IJH
ISHARES TR
-$29.2K
1,541
-3%
减持
SPYG
SPDR SER TR
-$26.2K
4,607
-6%
增持
UPS
UNITED PARCEL SERVICE INC
-$24.4K
2,193
+7%
减持
DOV
DOVER CORP
-$21.2K
2,330
-1%
增持
WSBC
WESBANCO INC
+$20.0K
12,806
+12%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$18.6K
9,542
+9%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$16.6K
36,996
+6%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$15.2K
16,567
-1%
增持
DOW
DOW INC
+$12.3K
4,535
+9%
增持
HD
HOME DEPOT INC
-$9.6K
14,314
+3%
增持
MDYV
SPDR SER TR
-$8.3K
3,689
+3%
增持
SPSM
SPDR SER TR
-$8.1K
17,977
+4%
增持
MMM
3M CO
+$6.8K
4,084
+9%
增持
FITB
FIFTH THIRD BANCORP
+$5.9K
9,632
+6%
增持
DE
DEERE & CO
+$4.8K
1,313
+8%
增持
KO
COCA COLA CO
+$4.5K
5,709
+9%
增持
JPRE
J P MORGAN EXCHANGE TRADED F
-$3.8K
6,239
+7%
增持
DFAS
DIMENSIONAL ETF TRUST
-$2.0K
7,919
+4%
增持
MDYG
SPDR SER TR
-$1.3K
3,668
+3%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$386
12,950
+3%