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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 8
增持 66
减持 64
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
CSCO
CISCO SYS INC
+$1.5M
38,583
+147%
减持
—
JUNIPER NETWORKS INC
-$1.4M
6,396
-85%
减持
NVDA
NVIDIA CORPORATION
+$1.2M
105,991
-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。
减持
AAPL
APPLE INC
+$1.1M
91,615
-2%
增持
GOOG
ALPHABET INC
+$977.1K
39,810
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$891.4K
33,618
-1%
增持
AMT
AMERICAN TOWER CORP NEW
-$751.4K
16,874
+2%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$711.6K
45,914
+162%
增持
ABBV
ABBVIE INC
-$593.7K
34,815
+1%
减持
BX
BLACKSTONE INC
+$575.1K
35,628
-2%
减持
AMAT
APPLIED MATLS INC
-$557.0K
9,055
-10%
减持
MSFT
MICROSOFT CORP
-$555.2K
39,982
-1%
减持
—
EXXON MOBIL CORP
-$483.5K
46,128
-1%
减持
PEP
PEPSICO INC
-$466.9K
25,490
-0%
增持
TSLA
TESLA INC
+$447.3K
3,127
+0%
增持
VOO
VANGUARD INDEX FDS
+$439.8K
7,120
+11%
减持
KHC
KRAFT HEINZ CO
-$439.3K
87,441
-2%
清仓
—
LEGG MASON ETF INVT
-$433.9K
0
-100%
增持
DIS
DISNEY WALT CO
+$421.9K
25,528
+1%
增持
AVY
AVERY DENNISON CORP
-$421.8K
13,301
+1%
减持
PFE
PFIZER INC
-$401.4K
79,516
-8%
增持
AMZN
AMAZON COM INC
+$372.3K
9,222
+4%
减持
AXP
AMERICAN EXPRESS CO
+$362.9K
16,936
-2%
减持
ORCL
ORACLE CORP
-$362.4K
44,052
-3%
建仓
COP
CONOCOPHILLIPS
+$329.0K
3,318
建仓
VTEB
VANGUARD MUN BD FDS
+$317.5K
6,334
减持
LLY
ELI LILLY & CO
-$317.4K
2,125
-4%
建仓
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$315.3K
13,132
减持
BDX
BECTON DICKINSON & CO
-$310.9K
6,684
-12%
增持
HON
HONEYWELL INTL INC
+$309.2K
15,601
+0%
增持
GOOGL
ALPHABET INC
+$306.7K
11,240
+2%
清仓
DOW
DOW INC
-$306.2K
0
-100%
增持
ROK
ROCKWELL AUTOMATION INC
+$290.2K
13,863
+1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$284.4K
24,840
+35%
增持
WINN
HARBOR ETF TRUST
+$273.7K
20,235
+87%
增持
MDYG
SPDR SER TR
+$258.5K
11,154
+38%
减持
RJF
RAYMOND JAMES FINL INC
+$254.2K
9,595
-5%
增持
VZ
VERIZON COMMUNICATIONS INC
-$247.4K
99,164
+6%
建仓
EQT
EQT CORP
+$247.3K
5,363
清仓
CARR
CARRIER GLOBAL CORPORATION
-$240.7K
0
-100%
清仓
CSX
CSX CORP
-$233.1K
0
-100%
清仓
ERIE
ERIE INDTY CO
-$232.1K
0
-100%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$231.2K
66,678
+17%
清仓
SBSI
SOUTHSIDE BANCSHARES INC
-$222.2K
0
-100%
清仓
BSMO
INVESCO EXCH TRD SLF IDX FD
-$219.4K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$219.1K
13,446
+0%
增持
SPMD
SPDR SER TR
+$218.6K
58,980
+7%
清仓
CEG
CONSTELLATION ENERGY CORP
-$217.9K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$217.0K
24,315
+2%
增持
MDYV
SPDR SER TR
+$213.0K
11,109
+30%
增持
BNY
BANK NEW YORK MELLON CORP
+$212.1K
5,917
+75%
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$211.0K
10,480
建仓
LRCX
LAM RESEARCH CORP
+$209.5K
2,900
建仓
CRM
SALESFORCE INC
+$208.6K
624
清仓
NKE
NIKE INC
-$208.4K
0
-100%
减持
INTC
INTEL CORP
-$207.3K
18,706
-25%
减持
UNH
UNITEDHEALTH GROUP INC
-$206.8K
769
-25%
清仓
EXC
EXELON CORP
-$206.2K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$203.8K
0
-100%
减持
CAT
CATERPILLAR INC
-$199.6K
2,104
-15%
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$198.5K
12,125
减持
MRK
MERCK & CO INC
-$198.4K
12,267
-2%
增持
TJX
TJX COS INC NEW
+$196.8K
57,125
+0%
增持
BSMT
INVESCO EXCH TRD SLF IDX FD
+$196.6K
17,465
+99%
减持
JNJ
JOHNSON & JOHNSON
-$184.8K
9,064
-2%
减持
UGI
UGI CORP NEW
+$183.5K
99,987
-5%
减持
SBUX
STARBUCKS CORP
-$182.8K
21,512
-2%
减持
MCD
MCDONALDS CORP
-$181.0K
3,610
-10%
减持
V
VISA INC
+$164.7K
4,807
-2%
增持
PG
PROCTER AND GAMBLE CO
-$161.5K
32,255
+0%
减持
CCI
CROWN CASTLE INC
-$155.3K
5,479
-0%
增持
SLYV
SPDR SER TR
+$149.6K
13,741
+14%
减持
WMT
WALMART INC
+$149.3K
18,659
-2%
增持
HD
HOME DEPOT INC
-$149.1K
14,449
+1%
增持
FIGB
FIDELITY MERRIMACK STR TR
+$136.3K
25,807
+19%
减持
IJH
ISHARES TR
-$132.5K
8,256
-20%
减持
NUE
NUCOR CORP
-$131.9K
2,845
-8%
增持
SPDW
SPDR INDEX SHS FDS
+$131.6K
37,702
+23%
增持
SLYG
SPDR SER TR
+$131.2K
5,798
+38%
减持
NEE
NEXTERA ENERGY INC
-$120.3K
6,147
-7%
减持
NVO
NOVO-NORDISK A S
-$119.3K
3,250
-3%
增持
PNC
PNC FINL SVCS GROUP INC
+$116.5K
11,908
+1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$111.7K
96,035
+7%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$111.3K
9,549
+38%
清仓
F
FORD MTR CO
-$110.1K
0
-100%
增持
JCPI
J P MORGAN EXCHANGE TRADED F
+$99.0K
13,201
+22%
增持
AMGN
AMGEN INC
-$98.2K
1,658
+1%
减持
GE
GE AEROSPACE
-$94.2K
2,919
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$94.0K
9,979
-1%
增持
SPSM
SPDR SER TR
+$94.0K
48,008
+6%
增持
PPG
PPG INDS INC
-$92.9K
9,177
+2%
减持
CMCSA
COMCAST CORP NEW
-$91.9K
12,167
-7%
减持
NFLX
NETFLIX INC
+$89.2K
529
-2%
减持
EFA
ISHARES TR
-$88.5K
2,754
-22%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$86.5K
94,860
+14%
减持
GPC
GENUINE PARTS CO
-$84.1K
3,297
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$82.8K
3,840
-1%
增持
COR
CENCORA INC
+$80.4K
17,870
+2%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$78.9K
19,683
+11%
增持
FNB
F N B CORP
+$76.3K
92,332
+1%
减持
MDLZ
MONDELEZ INTL INC
-$67.7K
3,589
-6%
增持
LMT
LOCKHEED MARTIN CORP
-$67.5K
803
+3%
减持
JPRE
J P MORGAN EXCHANGE TRADED F
-$64.2K
13,591
-2%
减持
KO
COCA COLA CO
-$60.8K
5,837
-1%
减持
WM
WASTE MGMT INC DEL
-$60.6K
3,276
-6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$54.7K
9,990
+1%
减持
DE
DEERE & CO
-$54.2K
1,257
-11%
减持
ABT
ABBOTT LABS
-$53.3K
35,946
-1%
增持
CVX
CHEVRON CORP NEW
-$52.8K
27,670
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$51.1K
2,138
-9%
减持
SO
SOUTHERN CO
-$49.5K
5,824
-1%
减持
UNP
UNION PAC CORP
-$49.3K
2,351
-1%
增持
VLO
VALERO ENERGY CORP
-$48.7K
3,991
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$46.3K
3,738
+0%
减持
MMM
3M CO
-$45.3K
3,273
-4%
减持
—
DUPONT DE NEMOURS INC
-$43.6K
2,698
-4%
减持
USB
US BANCORP DEL
+$43.5K
42,336
-2%
减持
PPL
PPL CORP
-$43.1K
12,104
-8%
减持
DUK
DUKE ENERGY CORP NEW
-$41.1K
5,050
-0%
减持
RTX
RTX CORPORATION
-$39.3K
3,710
-4%
减持
MRSH
MARSH & MCLENNAN COS INC
-$37.5K
3,156
-1%
减持
SPYG
SPDR SER TR
+$36.7K
11,914
-2%
增持
OKE
ONEOK INC NEW
+$35.3K
2,773
+4%
增持
CAG
CONAGRA BRANDS INC
-$35.0K
8,359
+2%
增持
GIS
GENERAL MLS INC
-$34.0K
4,325
+3%
增持
OGN
ORGANON & CO
-$33.8K
13,866
+10%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$32.7K
4,811
+4%
增持
MO
ALTRIA GROUP INC
+$32.2K
13,398
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$31.7K
1,339
+116%
减持
PM
PHILIP MORRIS INTL INC
-$30.5K
7,168
-3%
增持
IP
INTERNATIONAL PAPER CO
+$30.4K
4,924
+3%
减持
BA
BOEING CO
+$29.4K
1,788
-5%
增持
D
DOMINION ENERGY INC
-$28.9K
60,489
+6%
减持
DOV
DOVER CORP
-$28.4K
2,225
-4%
增持
TROW
PRICE T ROWE GROUP INC
+$28.2K
2,470
+7%
增持
COST
COSTCO WHSL CORP NEW
+$22.4K
663
+0%
增持
LOW
LOWES COS INC
-$21.9K
945
+0%
增持
KMB
KIMBERLY-CLARK CORP
-$20.6K
4,235
+5%
增持
MA
MASTERCARD INCORPORATED
+$20.5K
474
+2%
减持
SYK
STRYKER CORPORATION
-$18.8K
2,362
-2%
增持
—
EATON CORP PLC
+$18.6K
8,555
+1%
减持
—
CHUBB LIMITED
-$12.0K
754
-1%
减持
T
AT&T INC
-$9.0K
31,490
-5%
增持
SCHB
SCHWAB STRATEGIC TR
+$8.4K
15,972
+200%
增持
SPYV
SPDR SER TR
+$7.1K
7,385
+5%
减持
IVV
ISHARES TR
-$6.9K
1,850
-3%
减持
EMR
EMERSON ELEC CO
+$5.9K
1,910
-9%
减持
FDX
FEDEX CORP
+$5.4K
992
-1%
增持
QCOM
QUALCOMM INC
-$4.3K
1,348
+8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.7K
15,450
+0%