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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 11
增持 82
减持 53
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$4.2M
89,150
-1%
增持
GOOG
ALPHABET INC
+$2.8M
40,722
+2%
减持
ORCL
ORACLE CORP
+$2.6M
43,619
-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。
减持
NVDA
NVIDIA CORPORATION
+$2.4M
90,251
-1%
增持
ABBV
ABBVIE INC
+$1.6M
34,078
+1%
增持
JMTG
J P MORGAN EXCHANGE TRADED F
+$1.6M
740,601
+3%
增持
TJX
TJX COS INC NEW
+$1.3M
55,977
+2%
建仓
VCRB
VANGUARD MALVERN FDS
+$1.1M
14,442
增持
BX
BLACKSTONE INC
+$895.3K
36,409
+2%
增持
GOOGL
ALPHABET INC
+$877.9K
11,805
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$846.2K
32,870
+0%
增持
AMAT
APPLIED MATLS INC
+$791.0K
19,391
+12%
增持
D
DOMINION ENERGY INC
+$764.8K
70,777
+12%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$722.2K
105,918
+17%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$663.0K
14,738
+282%
增持
HD
HOME DEPOT INC
+$652.5K
14,720
+2%
减持
MSFT
MICROSOFT CORP
+$644.5K
38,215
-1%
增持
VOO
VANGUARD INDEX FDS
+$616.3K
7,422
+7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$518.9K
115,521
+10%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$472.1K
127,610
+3%
增持
SPMD
SPDR SERIES TRUST
+$428.2K
95,295
+3%
增持
—
EXXON MOBIL CORP
+$406.7K
48,376
+3%
增持
CVX
CHEVRON CORP NEW
+$400.2K
27,705
+2%
减持
UGI
UGI CORP NEW
-$386.4K
93,600
-3%
增持
PEP
PEPSICO INC
+$383.0K
27,440
+4%
增持
COR
CENCORA INC
+$352.7K
17,594
+3%
增持
PNC
PNC FINL SVCS GROUP INC
+$348.3K
13,051
+7%
增持
ROK
ROCKWELL AUTOMATION INC
+$334.8K
14,019
+2%
清仓
ANSS
ANSYS INC
-$333.7K
0
-100%
增持
SPSM
SPDR SERIES TRUST
+$316.1K
51,351
+6%
减持
JNJ
JOHNSON & JOHNSON
+$279.5K
8,988
-1%
建仓
TEM
TEMPUS AI INC
+$278.9K
3,455
减持
DIS
DISNEY WALT CO
-$270.7K
25,374
-1%
建仓
DFVX
DIMENSIONAL ETF TRUST
+$251.5K
3,459
减持
TSLA
TESLA INC
+$246.7K
1,954
-0%
建仓
C
CITIGROUP INC
+$229.1K
2,257
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$227.7K
956
清仓
BAC
BANK AMERICA CORP
-$226.7K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$224.8K
0
-100%
增持
FEGE
RBB FUND TRUST
+$222.2K
22,676
+17%
建仓
GLW
CORNING INC
+$221.5K
2,700
建仓
IVW
ISHARES TR
+$217.1K
1,798
建仓
XLU
SELECT SECTOR SPDR TR
+$209.1K
2,397
建仓
—
DUPONT DE NEMOURS INC
+$208.4K
2,676
建仓
WEC
WEC ENERGY GROUP INC
+$206.3K
1,800
建仓
IOO
ISHARES TR
+$204.0K
1,700
清仓
SBSI
SOUTHSIDE BANCSHARES INC
-$202.2K
0
-100%
增持
JDVI
JOHN HANCOCK EXCHANGE TRADED
+$202.0K
22,933
+28%
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$201.3K
69,225
+7%
减持
CAT
CATERPILLAR INC
+$199.7K
2,300
-1%
增持
USB
US BANCORP DEL
+$199.0K
43,544
+3%
减持
SBUX
STARBUCKS CORP
-$190.3K
21,156
-2%
增持
AMT
AMERICAN TOWER CORP NEW
-$190.2K
18,967
+9%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$188.9K
12,952
+18%
减持
AXP
AMERICAN EXPRESS CO
+$185.9K
16,284
-1%
减持
CCI
CROWN CASTLE INC
-$183.2K
3,938
-28%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$177.7K
2,331
+28%
增持
MDYG
SPDR SERIES TRUST
+$176.7K
30,098
+1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$175.2K
47,045
+1%
增持
GEV
GE VERNOVA INC
+$171.7K
719
+41%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$168.8K
16,410
+3%
减持
SPY
SPDR S&P 500 ETF TR
+$168.7K
3,691
-0%
增持
—
EATON CORP PLC
+$168.5K
8,985
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$165.7K
10,248
-0%
增持
PYPL
PAYPAL HLDGS INC
-$162.8K
24,313
+1%
增持
CSCO
CISCO SYS INC
+$161.8K
59,673
+6%
减持
INTC
INTEL CORP
+$160.7K
15,045
-2%
减持
CMCSA
COMCAST CORP NEW
-$159.7K
8,555
-29%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$153.5K
79,435
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$152.8K
3,109
-2%
增持
VLO
VALERO ENERGY CORP
+$144.1K
4,000
+0%
增持
MPC
MARATHON PETE CORP
+$138.2K
3,942
+5%
增持
FNB
F N B CORP
+$136.1K
88,886
+0%
减持
PM
PHILIP MORRIS INTL INC
-$136.0K
6,328
-1%
减持
IVV
ISHARES TR
-$134.6K
1,555
-18%
增持
VTI
VANGUARD INDEX FDS
+$133.2K
4,467
+2%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$128.9K
26,125
+7%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$128.1K
12,947
+2%
增持
WMT
WALMART INC
+$127.7K
18,033
+2%
减持
SLYV
SPDR SERIES TRUST
+$127.3K
14,803
-0%
增持
HON
HONEYWELL INTL INC
-$123.8K
16,688
+7%
增持
MDYV
SPDR SERIES TRUST
+$121.8K
29,180
+0%
增持
SPYG
SPDR SERIES TRUST
+$118.8K
11,799
+1%
增持
SPDW
SPDR INDEX SHS FDS
+$117.9K
36,243
+2%
增持
RTX
RTX CORPORATION
+$110.7K
3,758
+6%
减持
GE
GE AEROSPACE
+$109.8K
2,766
-1%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$105.3K
8,128
+17%
减持
BSMS
INVESCO EXCH TRD SLF IDX FD
-$97.7K
12,836
-25%
减持
PFE
PFIZER INC
+$96.3K
83,936
-0%
减持
BSMT
INVESCO EXCH TRD SLF IDX FD
-$94.9K
13,062
-25%
减持
MO
ALTRIA GROUP INC
+$90.7K
13,660
-1%
减持
IWM
ISHARES TR
+$88.3K
3,549
-1%
减持
BDX
BECTON DICKINSON & CO
-$85.1K
6,821
-14%
增持
TDVG
T ROWE PRICE ETF INC
+$81.0K
25,507
+4%
减持
DE
DEERE & CO
-$80.8K
1,378
-1%
增持
SPYV
SPDR SERIES TRUST
+$78.7K
8,050
+15%
减持
COST
COSTCO WHSL CORP NEW
-$77.1K
784
-3%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$75.8K
2,030
+1%
增持
CEG
CONSTELLATION ENERGY CORP
+$72.3K
1,170
+21%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$71.6K
9,286
-12%
增持
MRK
MERCK & CO INC
+$70.1K
12,938
+1%
增持
WINN
HARBOR ETF TRUST
+$68.8K
21,037
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$68.1K
632
+7%
减持
MRSH
MARSH & MCLENNAN COS INC
-$63.7K
3,085
-2%
减持
META
META PLATFORMS INC
-$61.0K
1,119
-6%
增持
FIGB
FIDELITY MERRIMACK STR TR
+$60.2K
30,009
+4%
增持
NFLX
NETFLIX INC
-$59.6K
549
+2%
减持
OKE
ONEOK INC NEW
-$57.5K
2,870
-12%
减持
IWR
ISHARES TR
+$57.2K
14,193
-1%
减持
GD
GENERAL DYNAMICS CORP
+$55.1K
1,150
-1%
增持
SLYG
SPDR SERIES TRUST
+$54.4K
7,597
+2%
增持
ABT
ABBOTT LABS
-$51.7K
35,799
+0%
减持
LLY
ELI LILLY & CO
-$50.6K
2,261
-1%
增持
GILD
GILEAD SCIENCES INC
+$49.1K
3,393
+15%
减持
GPC
GENUINE PARTS CO
+$48.2K
3,401
-3%
增持
LMT
LOCKHEED MARTIN CORP
+$47.8K
1,318
+0%
减持
SO
SOUTHERN CO
-$47.5K
5,533
-11%
减持
BSSX
INVESCO EXCH TRD SLF IDX FD
-$44.9K
11,919
-14%
减持
BSMW
INVESCO EXCH TRD SLF IDX FD
-$44.5K
12,157
-15%
减持
UNH
UNITEDHEALTH GROUP INC
-$44.3K
771
-23%
减持
NSC
NORFOLK SOUTHN CORP
+$43.6K
1,281
-4%
增持
NEE
NEXTERA ENERGY INC
+$40.9K
6,591
+0%
减持
MCD
MCDONALDS CORP
+$38.9K
3,690
-0%
增持
PG
PROCTER AND GAMBLE CO
-$38.8K
33,303
+3%
增持
AVY
AVERY DENNISON CORP
-$38.4K
14,199
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$37.0K
17,533
+4%
减持
DOV
DOVER CORP
-$36.9K
2,227
-0%
增持
GLD
SPDR GOLD TR
+$36.9K
698
+1%
减持
IJH
ISHARES TR
-$36.2K
7,581
-11%
增持
JGRW
TRUST FOR PROFESSIONAL MANAG
+$34.5K
18,837
+4%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$34.5K
4,851
+0%
减持
EQT
EQT CORP
-$32.4K
6,342
-2%
减持
IP
INTERNATIONAL PAPER CO
-$30.7K
4,831
-11%
增持
DUK
DUKE ENERGY CORP NEW
+$30.5K
5,113
+0%
增持
EXC
EXELON CORP
+$29.8K
5,936
+9%
增持
PANW
PALO ALTO NETWORKS INC
+$29.2K
1,449
+12%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$29.1K
47,671
+1%
减持
WSBC
WESBANCO INC
-$28.9K
8,950
-10%
增持
ORI
OLD REP INTL CORP
+$28.7K
6,028
+2%
增持
FCF
FIRST COMWLTH FINL CORP PA
+$27.4K
25,259
+2%
增持
JPRE
J P MORGAN EXCHANGE TRADED F
+$26.7K
15,110
+3%
减持
LOW
LOWES COS INC
+$25.8K
1,246
-4%
减持
SCHB
SCHWAB STRATEGIC TR
+$22.7K
15,687
-2%
减持
WAB
WABTEC
-$21.6K
2,360
-0%
减持
MDLZ
MONDELEZ INTL INC
-$20.8K
3,289
-2%
增持
KHC
KRAFT HEINZ CO
+$19.6K
88,036
+0%
增持
KO
COCA COLA CO
-$18.8K
5,839
+2%
增持
MA
MASTERCARD INCORPORATED
+$18.5K
481
+6%
增持
NUE
NUCOR CORP
+$18.0K
3,046
+0%
增持
PPG
PPG INDS INC
-$17.6K
9,408
+6%
