Bill Few Associates, Inc. 13F 持仓 · 2026年Q3
Bill Few Associates 在 2026年Q3(报告期截至 2026-09-30)的 SEC 13F 申报中报告了 231 只证券,申报市值合计 4.85 亿美元。前几大持仓:JMTG(8.68%)、AAPL(6.92%)、NVDA(4.43%)。本季前 25 大持仓中:新建仓 1 只、增持 11 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JMTG | J P MORGAN EXCHANGE TRADED F | $42.0M | 8.68% | 869,826 | 增持 |
| 2 | AAPL | APPLE INC | $33.5M | 6.92% | 100,701 | 减持 |
| 3 | NVDA | NVIDIA CORPORATION | $21.5M | 4.43% | 94,006 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $20.5M | 4.23% | 39,974 | 减持 |
| 5 | GOOG | ALPHABET INC | $13.0M | 2.69% | 38,272 | 减持 |
| 6 | JPM | JPMORGAN CHASE & CO | $11.0M | 2.26% | 33,124 | 减持 |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $9.5M | 1.97% | 195,237 | 增持 |
| 8 | ABBV | ABBVIE INC | $9.4M | 1.94% | 36,024 | 减持 |
| 9 | VOO | VANGUARD INDEX FDS | $9.4M | 1.94% | 13,390 | 增持 |
| 10 | XOM | EXXONMOBIL HOLDINGS CORP | $7.9M | 1.62% | 48,302 | 新建仓 |
| 11 | TJX | TJX COS INC NEW | $7.8M | 1.61% | 59,091 | 减持 |
| 12 | AMAT | APPLIED MATLS INC | $7.7M | 1.58% | 15,004 | 减持 |
| 13 | SPMD | SPDR SERIES TRUST | $7.0M | 1.44% | 110,717 | 增持 |
| 14 | CSCO | CISCO SYS INC | $6.7M | 1.39% | 62,661 | 减持 |
| 15 | ROK | ROCKWELL AUTOMATION INC | $6.2M | 1.27% | 14,168 | 持平 |
| 16 | CVX | CHEVRON CORPORATION | $6.0M | 1.24% | 29,435 | 减持 |
| 17 | ORCL | ORACLE CORP | $5.9M | 1.23% | 43,310 | 减持 |
| 18 | VZ | VERIZON COMMUNICATIONS INC | $5.9M | 1.22% | 128,823 | 增持 |
| 19 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $5.4M | 1.11% | 134,867 | 增持 |
| 20 | COR | CENCORA INC | $5.3M | 1.10% | 17,734 | 增持 |
| 21 | PG | PROCTER & GAMBLE CO | $5.1M | 1.05% | 35,187 | 增持 |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS | $4.8M | 0.99% | 21,821 | 增持 |
| 23 | AXP | AMERICAN EXPRESS CO | $4.8M | 0.98% | 15,688 | 减持 |
| 24 | D | DOMINION ENERGY INC | $4.6M | 0.96% | 76,751 | 增持 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.6M | 0.95% | 9,217 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR