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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 10
增持 99
减持 26
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
JGRW
TRUST FOR PROFESSIONAL MANAG
+$3.7M
157,541
+736%
增持
ORCL
ORACLE CORP
-$3.7M
43,952
+1%
减持
GOOG
ALPHABET INC
+$2.7M
40,205
-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
AAPL
APPLE INC
+$2.4M
92,477
+4%
增持
ABBV
ABBVIE INC
+$1.7M
41,883
+23%
清仓
VCRB
VANGUARD MALVERN FDS
-$1.1M
0
-100%
增持
GOOGL
ALPHABET INC
+$1.1M
12,546
+6%
增持
AMAT
APPLIED MATLS INC
+$1.0M
19,505
+1%
增持
MSFT
MICROSOFT CORP
-$983.1K
38,895
+2%
增持
JMTG
J P MORGAN EXCHANGE TRADED F
+$960.1K
758,534
+2%
增持
HD
HOME DEPOT INC
-$788.8K
15,041
+2%
增持
CSCO
CISCO SYS INC
+$689.9K
61,959
+4%
减持
LLY
ELI LILLY & CO
+$661.7K
2,221
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$642.0K
3,860
-74%
增持
ABT
ABBOTT LABS
+$632.7K
43,321
+21%
增持
AXP
AMERICAN EXPRESS CO
+$629.8K
16,323
+0%
增持
TJX
TJX COS INC NEW
+$622.2K
56,722
+1%
增持
ROK
ROCKWELL AUTOMATION INC
+$620.5K
14,189
+1%
增持
QQQ
INVESCO QQQ TR
+$573.2K
2,398
+60%
增持
COR
CENCORA INC
+$539.3K
17,877
+2%
增持
—
EXXON MOBIL CORP
+$538.7K
49,801
+3%
增持
BX
BLACKSTONE INC
-$525.1K
36,950
+1%
增持
SLYV
SPDR SERIES TRUST
+$485.4K
19,761
+33%
增持
MDYV
SPDR SERIES TRUST
+$455.7K
34,137
+17%
减持
SPY
SPDR S&P 500 ETF TR
-$428.8K
2,977
-19%
增持
NVDA
NVIDIA CORPORATION
+$428.0K
92,584
+3%
增持
SPMD
SPDR SERIES TRUST
+$424.3K
101,437
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$421.0K
33,484
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$418.8K
18,115
+3%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$416.8K
132,452
+4%
增持
—
EATON CORP PLC
-$400.5K
9,300
+4%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$356.2K
54,474
+16%
增持
AVY
AVERY DENNISON CORP
+$354.9K
14,611
+3%
增持
VOO
VANGUARD INDEX FDS
+$352.1K
7,809
+5%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$348.6K
13,417
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
-$338.4K
116,345
+1%
建仓
IDEQ
LAZARD ACTIVE ETF TR
+$331.0K
10,907
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$323.1K
76,316
+10%
建仓
STLD
STEEL DYNAMICS INC
+$308.1K
1,818
增持
MDYG
SPDR SERIES TRUST
+$298.3K
33,042
+10%
减持
UGI
UGI CORP NEW
+$297.9K
91,132
-3%
建仓
EVLN
MORGAN STANLEY ETF TRUST
+$294.7K
5,956
建仓
SIVR
ABRDN SILVER ETF TRUST
+$290.9K
4,300
清仓
TEM
TEMPUS AI INC
-$278.9K
0
-100%
减持
MRK
MERCK & CO INC
+$274.2K
12,921
-0%
增持
PG
PROCTER AND GAMBLE CO
-$266.7K
33,845
+2%
增持
USB
US BANCORP DEL
+$266.2K
44,427
+2%
建仓
IJR
ISHARES TR
+$258.1K
2,148
清仓
DFVX
DIMENSIONAL ETF TRUST
-$251.5K
0
-100%
增持
DE
DEERE & CO
+$244.2K
1,878
+36%
建仓
UPS
UNITED PARCEL SERVICE INC
+$243.5K
2,454
增持
JNJ
JOHNSON & JOHNSON
+$239.5K
9,211
+2%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$227.7K
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$225.8K
0
-100%
清仓
IP
INTERNATIONAL PAPER CO
-$224.1K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$222.9K
0
-100%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$219.4K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$219.1K
1,023
清仓
NKE
NIKE INC
-$219.0K
0
-100%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$218.3K
10,859
+34%
建仓
SBSI
SOUTHSIDE BANCSHARES INC
+$216.7K
7,131
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$216.1K
0
-100%
增持
SPSM
SPDR SERIES TRUST
+$214.8K
55,344
+8%
清仓
—
DUPONT DE NEMOURS INC
-$208.4K
0
-100%
清仓
WEC
WEC ENERGY GROUP INC
-$206.3K
0
-100%
增持
JDVI
JOHN HANCOCK EXCHANGE TRADED
+$205.6K
27,870
+22%
清仓
MDLZ
MONDELEZ INTL INC
-$205.5K
0
-100%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$205.4K
2,282
增持
PNC
PNC FINL SVCS GROUP INC
+$204.1K
13,541
+4%
清仓
ED
CONSOLIDATED EDISON INC
-$202.2K
0
-100%
建仓
SMMD
ISHARES TR
+$200.0K
2,669
增持
AMZN
AMAZON COM INC
+$196.4K
10,117
+4%
减持
RJF
RAYMOND JAMES FINL INC
-$189.5K
8,595
-5%
增持
FIGB
FIDELITY MERRIMACK STR TR
+$177.9K
34,153
+14%
增持
SPDW
SPDR INDEX SHS FDS
+$172.3K
38,801
+7%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$172.2K
109,421
+3%
增持
PEP
PEPSICO INC
+$169.9K
28,035
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$168.0K
14,850
+15%
增持
HON
HONEYWELL INTL INC
-$157.8K
17,198
+3%
增持
KHC
KRAFT HEINZ CO
-$157.6K
88,037
+0%
增持
SLYG
SPDR SERIES TRUST
+$157.0K
9,273
+22%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$156.7K
19,352
+42%
增持
NFLX
NETFLIX INC
-$154.2K
5,375
+879%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$153.1K
29,483
+13%
清仓
OGN
ORGANON & CO
-$152.9K
0
-100%
减持
WMT
WALMART INC
+$147.1K
18,002
-0%
增持
SBUX
STARBUCKS CORP
+$137.2K
22,883
+8%
增持
SPYG
SPDR SERIES TRUST
+$135.6K
12,828
+9%
增持
AMT
AMERICAN TOWER CORP NEW
-$134.5K
20,011
+6%
增持
AMGN
AMGEN INC
+$133.0K
1,853
+10%
增持
FEGE
RBB FUND TRUST
+$127.2K
24,555
+8%
减持
T
AT&T INC
-$120.4K
33,014
-1%
增持
PYPL
PAYPAL HLDGS INC
-$118.2K
25,903
+7%
增持
CVX
CHEVRON CORP NEW
+$113.0K
28,970
+5%
减持
CAT
CATERPILLAR INC
+$110.4K
2,109
-8%
增持
EQT
EQT CORP
+$108.0K
8,455
+33%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$103.8K
9,690
+4%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$100.4K
15,339
+46%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$100.3K
16,600
+57%
减持
SO
SOUTHERN CO
-$96.0K
4,913
-11%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$85.4K
17,160
+42%
增持
BDX
BECTON DICKINSON & CO
+$84.9K
7,016
+3%
增持
NUE
NUCOR CORP
+$84.4K
3,047
+0%
增持
MO
ALTRIA GROUP INC
-$84.1K
14,191
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$84.1K
3,134
+1%
增持
KMB
KIMBERLY-CLARK CORP
-$79.4K
5,112
+7%
增持
BNY
BANK NEW YORK MELLON CORP
+$72.5K
6,197
+4%
增持
META
META PLATFORMS INC
-$71.9K
1,136
+2%
减持
PPG
PPG INDS INC
-$68.8K
8,980
-5%
增持
TSLA
TESLA INC
+$66.0K
2,079
+6%
增持
MMM
3M CO
+$64.7K
3,626
+9%
增持
FDX
FEDEX CORP
+$64.1K
1,042
+4%
增持
DOV
DOVER CORP
+$63.6K
2,229
+0%
增持
CAH
CARDINAL HEALTH INC
+$62.7K
1,288
+0%
减持
RTX
RTX CORPORATION
+$59.7K
3,754
-0%
减持
CMCSA
COMCAST CORP NEW
-$59.2K
7,013
-18%
增持
GLW
CORNING INC
+$58.7K
3,200
+19%
减持
GPC
GENUINE PARTS CO
-$58.6K
3,358
-1%
减持
FNB
F N B CORP
+$58.4K
87,155
-2%
增持
D
DOMINION ENERGY INC
-$56.6K
72,926
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$54.4K
10,358
+1%
增持
GE
GE AEROSPACE
+$51.0K
2,867
+4%
减持
IVV
ISHARES TR
-$50.3K
1,446
-7%
增持
SYK
STRYKER CORPORATION
-$44.9K
2,488
+0%
增持
GEV
GE VERNOVA INC
+$44.1K
744
+3%
增持
C
CITIGROUP INC
+$39.5K
2,302
+2%
减持
SHEL
SHELL PLC
-$38.5K
5,531
-11%
增持
KO
COCA COLA CO
+$37.7K
6,079
+4%
减持
—
PENTAIR PLC
-$37.0K
2,497
-7%
增持
JPRE
J P MORGAN EXCHANGE TRADED F
+$35.3K
16,261
+8%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$34.2K
16,946
+3%
增持
DUK
DUKE ENERGY CORP NEW
-$32.3K
5,123
+0%
增持
TDVG
T ROWE PRICE ETF INC
+$32.2K
25,651
+1%
减持
V
VISA INC
-$32.0K
4,724
-5%
增持
NEE
NEXTERA ENERGY INC
+$32.0K
6,597
+0%
减持
MA
MASTERCARD INCORPORATED
-$30.4K
426
-11%
增持
PSA
PUBLIC STORAGE OPER CO
-$30.1K
1,037
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$29.7K
1,298
-2%
增持
PM
PHILIP MORRIS INTL INC
+$29.4K
6,582
+4%
增持
VLO
VALERO ENERGY CORP
-$29.1K
4,005
+0%
增持
DIS
DISNEY WALT CO
+$29.0K
25,792
+2%
增持
WINN
HARBOR ETF TRUST
+$26.0K
21,911
+4%
减持
MCD
MCDONALDS CORP
-$25.7K
3,585
-3%
减持
CEG
CONSTELLATION ENERGY CORP
-$24.7K
1,020
-13%
减持
INTC
INTEL CORP
+$22.5K
14,288
-5%
增持
FITB
FIFTH THIRD BANCORP
+$21.4K
7,429
+1%
减持
BA
BOEING CO
-$20.6K
1,628
-6%
增持
CCI
CROWN CASTLE INC
-$20.4K
4,046
+3%
增持
SPYV
SPDR SERIES TRUST
+$19.9K
8,191
+2%
增持
ORI
OLD REP INTL CORP
+$19.7K
6,041
+0%
