小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 21
增持 95
减持 28
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$3.9M
40,191
+3%
增持
—
EXXON MOBIL CORP
+$2.5M
49,921
+0%
增持
ORCL
ORACLE CORP
-$2.1M
44,142
+0%
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
IDEQ
LAZARD ACTIVE ETF TR
+$1.8M
66,334
+508%
增持
CVX
CHEVRON CORPORATION
+$1.7M
29,699
+3%
增持
AMAT
APPLIED MATLS INC
+$1.7M
19,528
+0%
清仓
PYPL
PAYPAL HLDGS INC
-$1.5M
0
-100%
增持
BX
BLACKSTONE INC
-$1.4M
37,195
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.4M
122,529
+5%
减持
JGRW
TRUST FOR PROFESSIONAL MANAG
-$1.4M
117,950
-25%
减持
NVDA
NVIDIA CORPORATION
-$1.2M
91,998
-1%
减持
AXP
AMERICAN EXPRESS CO
-$1.1M
16,234
-1%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
10,079
+29%
减持
GOOG
ALPHABET INC
-$1.1M
40,142
-0%
增持
AAPL
APPLE INC
+$1.0M
103,170
+12%
增持
AVY
AVERY DENNISON CORP
+$955.3K
20,922
+43%
增持
TJX
TJX COS INC NEW
+$951.2K
60,516
+7%
增持
JMTG
J P MORGAN EXCHANGE TRADED F
+$884.8K
776,776
+2%
增持
ABT
ABBOTT LABORATORIES
-$855.5K
44,533
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$849.6K
18,632
+3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$729.9K
13,394
-0%
增持
JPM
JPMORGAN CHASE & CO
-$723.6K
34,218
+2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$694.6K
152,206
+15%
增持
HON
HONEYWELL INTL INC
+$656.5K
17,748
+3%
增持
USB
US BANCORP
+$618.1K
57,464
+29%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$612.6K
25,854
+53%
增持
—
EATON CORP PLC
+$560.3K
9,848
+6%
减持
GOOGL
ALPHABET INC
-$556.1K
11,722
-7%
建仓
INCM
FRANKLIN TEMPLETON ETF TR
+$516.6K
17,970
增持
PEP
PEPSICO INC
+$479.4K
28,997
+3%
增持
MDYG
SPDR SERIES TRUST
+$477.3K
36,800
+11%
减持
AMZN
AMAZON COM INC
-$470.1K
8,955
-11%
增持
PFE
PFIZER INC
+$454.8K
92,053
+8%
增持
JDVI
JOHN HANCOCK EXCHANGE TRADED
+$441.1K
39,349
+41%
增持
COR
CENCORA INC
-$407.9K
17,922
+0%
减持
LLY
ELI LILLY & CO
-$407.5K
2,152
-3%
建仓
FTMH
PUTNAM ETF TRUST
+$389.7K
33,800
建仓
FHI
FEDERATED HERMES INC
+$384.7K
6,783
增持
ROK
ROCKWELL AUTOMATION INC
-$366.3K
14,363
+1%
增持
QQQ
INVESCO QQQ TR
+$362.4K
3,180
+33%
增持
DIS
DISNEY WALT CO
-$351.8K
26,795
+4%
建仓
FTMU
PUTNAM ETF TRUST
+$341.2K
43,800
增持
VLO
VALERO ENERGY CORP
+$338.7K
4,010
+0%
增持
D
DOMINION ENERGY INC
+$334.6K
74,529
+2%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$333.4K
68,571
+26%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$305.5K
8,877
增持
ABBV
ABBVIE INC
-$302.5K
42,610
+2%
增持
SPMD
SPDR SERIES TRUST
+$301.7K
104,289
+3%
清仓
SIVR
ABRDN SILVER ETF TRUST
-$290.9K
0
-100%
建仓
CRM
SALESFORCE INC
+$286.4K
1,534
建仓
BP
BP PLC
+$285.8K
6,080
减持
TSLA
TESLA INC
-$284.0K
1,751
-16%
建仓
TGT
TARGET CORP
+$273.5K
2,256
建仓
BKH
BLACK HILLS CORP
+$265.8K
3,829
清仓
—
PENTAIR PLC
-$260.0K
0
-100%
建仓
TAXF
AMERICAN CENTY ETF TR
+$252.3K
5,040
增持
T
AT&T INC
+$249.8K
36,904
+12%
建仓
NWN
NORTHWEST NAT HLDG CO
+$244.7K
4,597
增持
SPSM
SPDR SERIES TRUST
+$243.7K
58,717
+6%
增持
BDX
BECTON DICKINSON & CO
-$240.4K
7,131
+2%
增持
SBUX
STARBUCKS CORP
+$236.1K
24,145
+6%
建仓
BSMY
INVESCO EXCH TRD SLF IDX FD
+$228.5K
9,420
建仓
ED
CONSOLIDATED EDISON INC
+$228.4K
2,018
建仓
COHR
COHERENT CORP
+$226.3K
950
建仓
SJM
SMUCKER J M CO
+$223.6K
2,319
增持
SLYG
SPDR SERIES TRUST
+$221.3K
11,331
+22%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$219.1K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$217.9K
645
建仓
CPB
THE CAMPBELLS COMPANY
+$217.9K
9,784
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$217.4K
85,001
+11%
清仓
QCOM
QUALCOMM INC
-$213.5K
0
-100%
建仓
WEC
WEC ENERGY GROUP INC
+$210.6K
1,819
清仓
CMCSA
COMCAST CORP NEW
-$209.6K
0
-100%
建仓
MCK
MCKESSON CORP
+$202.5K
234
减持
MRK
MERCK & CO INC
+$185.8K
12,852
-1%
增持
AMGN
AMGEN INC
+$181.2K
2,238
+21%
增持
GLD
SPDR GOLD TR
+$180.2K
1,033
+55%
建仓
CAG
CONAGRA BRANDS INC
+$171.9K
10,935
增持
SLYV
SPDR SERIES TRUST
+$169.4K
20,799
+5%
增持
SMMD
ISHARES TR
+$167.7K
4,816
+80%
增持
BNY
BANK NEW YORK MELLON CORP
+$163.6K
7,443
+20%
增持
MO
ALTRIA GROUP INC
+$142.7K
14,562
+3%
增持
MCD
MCDONALDS CORP
+$142.5K
3,984
+11%
增持
SPDW
SPDR INDEX SHS FDS
+$142.3K
40,865
+5%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$139.4K
85,071
+6%
增持
HD
HOME DEPOT INC
-$135.9K
15,323
+2%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$133.2K
5,680
+17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$132.2K
10,589
+2%
减持
CAT
CATERPILLAR INC
+$131.6K
1,891
-10%
增持
PG
PROCTER & GAMBLE CO
+$131.3K
34,489
+2%
增持
IVV
ISHARES TR
+$125.3K
1,708
+18%
增持
AMT
AMERICAN TOWER CORP
+$118.7K
21,045
+5%
减持
COP
CONOCOPHILLIPS
+$116.5K
4,119
-10%
增持
MDYV
SPDR SERIES TRUST
+$114.6K
35,282
+3%
增持
SHEL
SHELL PLC
+$110.6K
5,559
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$110.1K
3,144
+0%
增持
JCPI
J P MORGAN EXCHANGE TRADED F
+$109.4K
15,625
+16%
增持
STLD
STEEL DYNAMICS INC
+$109.2K
2,318
+28%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$108.5K
33,695
+14%
减持
LRCX
LAM RESEARCH CORP
+$105.8K
2,826
-3%
增持
KHC
KRAFT HEINZ CO
-$102.7K
90,359
+3%
增持
TDVG
T ROWE PRICE ETF INC
+$101.2K
28,113
+10%
减持
VTI
VANGUARD INDEX FDS
-$99.6K
4,358
-2%
减持
COST
COSTCO WHOLESALE CORPORATION
+$97.9K
833
-2%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$93.7K
12,161
+12%
增持
CSCO
CISCO SYS INC
+$92.6K
62,706
+1%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$89.5K
2,984
+0%
减持
FIGB
FIDELITY MERRIMACK STR TR
-$87.5K
32,430
-5%
减持
INTC
INTEL CORP
+$87.2K
13,924
-3%
减持
GE
GE AEROSPACE
-$85.7K
2,810
-2%
增持
NEE
NEXTERA ENERGY INC
+$84.3K
6,610
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$83.5K
15,658
+5%
建仓
OGN
ORGANON & CO
+$83.5K
13,942
增持
XLU
SELECT SECTOR SPDR TR
+$78.4K
6,200
+28%
增持
SPYV
SPDR SERIES TRUST
+$78.0K
9,603
+17%
增持
CEG
CONSTELLATION ENERGY CORP
-$75.2K
1,021
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$74.9K
2,452
+1%
增持
SBSI
SOUTHSIDE BANCSHARES INC
+$74.6K
9,370
+31%
增持
DUK
DUKE ENERGY CORP NEW
+$73.5K
5,147
+0%
增持
IOO
ISHARES TR
+$72.6K
2,380
+40%
增持
SPYG
SPDR SERIES TRUST
-$70.5K
13,260
+3%
增持
FDX
FEDEX CORP
+$70.3K
1,043
+0%
增持
HWM
HOWMET AEROSPACE INC
+$68.9K
1,628
+9%
增持
META
META PLATFORMS INC
-$68.4K
1,191
+5%
减持
LMT
LOCKHEED MARTIN CORP
+$65.3K
1,147
-12%
减持
GLW
CORNING INC
+$63.8K
2,530
-21%
减持
PPG
PPG INDS INC
-$63.0K
8,019
-11%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$61.5K
9,631
-1%
增持
GPC
GENUINE PARTS CO
+$59.3K
4,465
+33%
增持
SYK
STRYKER CORPORATION
-$56.5K
2,489
+0%
增持
JPRE
J P MORGAN EXCHANGE TRADED F
+$56.3K
16,973
+4%
增持
GILD
GILEAD SCIENCES INC
+$55.9K
3,094
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$55.6K
794
-3%
增持
GIS
GENERAL MILLS INC
+$54.6K
7,403
+56%
减持
EQT
EQT CORP
+$54.0K
7,969
-6%
增持
MMM
3M CO
-$53.4K
3,630
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$50.9K
513
-2%
减持
FEGE
RBB FUND TRUST
-$50.0K
22,982
-6%
增持
WFC
WELLS FARGO & CO
-$50.0K
4,363
+2%
增持
SO
SOUTHERN CO
+$47.1K
4,927
+0%
增持
PPL
PPL CORP
+$45.8K
13,234
+1%
增持
CSX
CSX CORP
+$43.1K
8,368
+1%
增持
WM
WASTE MGMT INC DEL
+$40.7K
3,490
+1%
增持
PM
PHILIP MORRIS INTL INC
+$40.5K
6,630
+1%
增持
KO
COCA COLA CO
+$40.4K
6,119
+1%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$40.3K
49,676
+4%
减持
NFLX
NETFLIX INC.
-$38.6K
4,840
-10%
减持
CCI
CROWN CASTLE INC
-$37.8K
3,957
-2%
增持
KMB
KIMBERLY-CLARK CORP
+$37.2K
5,732
+12%
增持
IWF
ISHARES TR
+$36.4K
708
+26%
