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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 132 项
建仓 8
增持 79
减持 42
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$1.9M
93,643
-1%
减持
ORCL
ORACLE CORP
+$1.3M
45,207
-0%
减持
BX
BLACKSTONE INC
+$1.0M
36,360
-1%
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
ABBV
ABBVIE INC
+$898.8K
34,334
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$855.2K
15,375
+5%
增持
AMT
AMERICAN TOWER CORP NEW
+$740.5K
16,539
+4%
增持
AXP
AMERICAN EXPRESS CO
+$727.8K
17,196
+1%
减持
MSFT
MICROSOFT CORP
-$720.8K
40,455
-0%
增持
GOOG
ALPHABET INC
-$632.9K
39,502
+0%
增持
RJF
RAYMOND JAMES FINL INC
+$594.1K
10,095
+94%
增持
D
DOMINION ENERGY INC
+$584.3K
56,875
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$551.2K
13,432
+1%
增持
TJX
TJX COS INC NEW
+$533.4K
57,039
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$499.7K
10,032
-1%
增持
PYPL
PAYPAL HLDGS INC
+$495.4K
23,815
+1%
增持
SBUX
STARBUCKS CORP
+$485.2K
22,010
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$459.9K
3,737
+21%
增持
SPSM
SPDR SER TR
+$450.6K
45,320
+17%
增持
ABT
ABBOTT LABS
+$435.7K
36,130
+2%
增持
SPMD
SPDR SER TR
+$415.8K
54,993
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$414.1K
93,810
+2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$385.9K
89,860
+3%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$375.3K
56,954
+25%
增持
SPDW
SPDR INDEX SHS FDS
+$373.1K
30,754
+38%
增持
PG
PROCTER AND GAMBLE CO
+$357.8K
32,154
+2%
增持
PNC
PNC FINL SVCS GROUP INC
+$348.4K
11,793
+0%
清仓
—
LAM RESEARCH CORP
-$330.1K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$314.4K
6,436
+4%
增持
USB
US BANCORP DEL
+$300.9K
43,329
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$297.4K
33,990
+0%
增持
AMAT
APPLIED MATLS INC
-$297.3K
10,045
+2%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$295.3K
83,562
+10%
增持
PEP
PEPSICO INC
+$281.9K
25,539
+4%
减持
MRK
MERCK & CO INC
-$260.6K
12,493
-8%
减持
INTC
INTEL CORP
-$259.6K
24,825
-9%
增持
CVX
CHEVRON CORP NEW
-$250.6K
27,572
+0%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$242.7K
0
-100%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$240.7K
2,991
清仓
COIN
COINBASE GLOBAL INC
-$239.3K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$237.4K
107,351
-0%
建仓
ERIE
ERIE INDTY CO
+$232.1K
430
减持
KHC
KRAFT HEINZ CO
+$230.0K
88,996
-1%
建仓
SBSI
SOUTHSIDE BANCSHARES INC
+$222.2K
6,648
增持
—
EATON CORP PLC
+$221.7K
8,510
+3%
建仓
—
CHUBB LIMITED
+$220.3K
764
建仓
AFL
AFLAC INC
+$218.0K
1,950
建仓
ORI
OLD REP INTL CORP
+$209.2K
5,905
建仓
NKE
NIKE INC
+$208.4K
2,357
建仓
EXC
EXELON CORP
+$206.2K
5,085
减持
LLY
ELI LILLY & CO
-$197.8K
2,210
-7%
增持
SLYG
SPDR SER TR
+$182.0K
4,216
+72%
增持
MDYG
SPDR SER TR
+$172.6K
8,100
+27%
减持
ROK
ROCKWELL AUTOMATION INC
-$167.6K
13,677
-2%
增持
PFE
PFIZER INC
+$165.3K
86,763
+3%
增持
MDYV
SPDR SER TR
+$161.0K
8,532
+20%
增持
IWR
ISHARES TR
+$158.5K
14,278
+5%
增持
V
VISA INC
+$155.8K
4,926
+8%
减持
TSLA
TESLA INC
+$149.2K
3,117
-7%
减持
WMT
WALMART INC
+$148.7K
19,029
-7%
增持
JNJ
JOHNSON & JOHNSON
+$148.1K
9,229
+0%
增持
SLYV
SPDR SER TR
+$144.6K
12,086
+5%
增持
CCI
CROWN CASTLE INC
+$134.7K
5,501
+4%
减持
CAT
CATERPILLAR INC
+$133.6K
2,462
-1%
增持
MMM
3M CO
+$124.1K
3,422
+2%
减持
UGI
UGI CORP NEW
+$118.3K
105,481
-4%
增持
GOOGL
ALPHABET INC
-$118.1K
10,980
+3%
增持
—
EXXON MOBIL CORP
+$110.9K
46,455
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$107.4K
9,865
+2%
增持
COR
CENCORA INC
+$107.1K
17,480
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$102.3K
1,019
+5%
增持
BDX
BECTON DICKINSON & CO
+$100.4K
7,579
+3%
减持
BA
BOEING CO
-$100.3K
1,888
-11%
增持
GE
GE AEROSPACE
+$95.7K
3,081
+1%
增持
CSCO
CISCO SYS INC
+$92.3K
15,642
+0%
减持
T
AT&T INC
+$92.2K
32,999
-1%
增持
SO
SOUTHERN CO
+$85.7K
5,865
+3%
减持
LMT
LOCKHEED MARTIN CORP
+$85.0K
783
-2%
减持
NEE
NEXTERA ENERGY INC
+$83.3K
6,637
-2%
增持
META
META PLATFORMS INC
+$80.0K
1,025
+2%
增持
HON
HONEYWELL INTL INC
-$77.3K
15,552
+1%
增持
GILD
GILEAD SCIENCES INC
+$76.3K
3,954
+6%
增持
SPYG
SPDR SER TR
+$73.7K
12,184
+4%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$71.4K
1,988
+0%
增持
—
PENTAIR PLC
+$70.8K
3,137
+2%
减持
—
JUNIPER NETWORKS INC
+$70.7K
42,400
-2%
减持
RTX
RTX CORPORATION
+$70.3K
3,868
-3%
减持
MO
ALTRIA GROUP INC
+$67.5K
13,095
-1%
增持
DOW
DOW INC
+$65.0K
5,606
+23%
增持
AVY
AVERY DENNISON CORP
+$61.8K
13,185
+1%
减持
PPL
PPL CORP
+$60.5K
13,179
-3%
增持
SPYV
SPDR SER TR
+$60.4K
7,011
+10%
减持
QCOM
QUALCOMM INC
-$58.6K
1,243
-8%
减持
JCPI
J P MORGAN EXCHANGE TRADED F
-$57.8K
10,806
-12%
增持
LOW
LOWES COS INC
+$53.0K
942
+3%
增持
EFA
ISHARES TR
+$52.9K
3,548
+14%
增持
FIGB
FIDELITY MERRIMACK STR TR
+$51.8K
21,705
+2%
增持
FITB
FIFTH THIRD BANCORP
+$51.8K
7,482
+2%
增持
CMCSA
COMCAST CORP NEW
+$51.1K
13,133
+3%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$50.4K
18,365
+3%
减持
DE
DEERE & CO
+$47.4K
1,406
-3%
增持
GIS
GENERAL MLS INC
+$47.4K
4,195
+1%
减持
MPC
MARATHON PETE CORP
-$47.2K
2,299
-5%
减持
WSBC
WESBANCO INC
-$44.0K
10,791
-18%
减持
IVV
ISHARES TR
-$41.7K
1,900
-9%
增持
DOV
DOVER CORP
+$40.7K
2,325
+4%
减持
BNY
BANK NEW YORK MELLON CORP
+$39.8K
3,374
-0%
增持
IJH
ISHARES TR
+$39.7K
10,381
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$36.3K
3,860
-21%
增持
CAG
CONAGRA BRANDS INC
+$35.3K
8,209
+1%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$34.6K
17,777
-0%
减持
SYK
STRYKER CORPORATION
+$33.5K
2,406
-2%
减持
FNB
F N B CORP
+$31.3K
91,309
-1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$30.5K
6,935
+0%
增持
SHEL
SHELL PLC
-$28.1K
5,863
+2%
增持
FDX
FEDEX CORP
-$25.6K
1,000
+0%
增持
—
DUPONT DE NEMOURS INC
+$25.3K
2,798
+1%
减持
IP
INTERNATIONAL PAPER CO
-$22.2K
4,803
-19%
增持
F
FORD MTR CO
-$19.2K
10,425
+1%
减持
TROW
PRICE T ROWE GROUP INC
-$18.9K
2,305
-2%
增持
DIS
DISNEY WALT CO
+$18.2K
25,165
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$16.8K
3,890
+3%
减持
KO
COCA COLA CO
-$15.7K
5,903
-15%
减持
COST
COSTCO WHSL CORP NEW
-$14.1K
660
-6%
增持
OGN
ORGANON & CO
-$12.2K
12,583
+3%
增持
AMZN
AMAZON COM INC
+$10.2K
8,860
+4%
增持
UPS
UNITED PARCEL SERVICE INC
+$8.7K
2,352
+3%
减持
CEG
CONSTELLATION ENERGY CORP
-$7.0K
838
-25%
增持
WFC
WELLS FARGO CO NEW
-$6.1K
4,487
+3%
增持
WINN
HARBOR ETF TRUST
+$4.5K
10,813
+0%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$4.2K
4,616
-0%
减持
—
LEGG MASON ETF INVT
+$3.6K
20,885
-3%
减持
GD
GENERAL DYNAMICS CORP
+$595
1,156
-4%