Bedel Financial Consulting, Inc.
INDIANAPOLIS IN · SEC CIK 0001730511
$10.65亿2026Q2 申报市值
309持仓数
59.9%前十大占比 · 第一大 37.0%
21 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HGER 新建仓+$241.86万
VSDM 新建仓+$234.18万
DFAI 加仓+$224.38万
AAPL 加仓+$208.95万
VCSH 加仓+$114.70万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$87.39万
HON 减仓-$72.10万
SCHD 减仓-$42.41万
DD 减仓-$42.12万
AMAT 减仓-$34.92万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $3.94亿 | 36.97% | 328,198 | 622 | 0.2% | $74.60万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $6,527.56万 | 6.13% | 1,582,438 | 54,394 | 3.6% | $224.38万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $3,558.68万 | 3.34% | 703,574 | -202 | -0.0% | -$1.02万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $3,223.06万 | 3.03% | 801,558 | 27,562 | 3.6% | $110.83万 | 加仓 |
| AAPL | APPLE INC | $2,433.80万 | 2.29% | 84,110 | 7,221 | 9.4% | $208.95万 | 加仓 |
| LLY | ELI LILLY & CO 看跌期权 | $2,206.95万 | 2.07% | 18,400 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $1,843.23万 | 1.73% | 178,867 | 6,755 | 3.9% | $69.61万 | 加仓 |
| IMCG | ISHARES TR | $1,645.21万 | 1.55% | 167,366 | 2,226 | 1.3% | $21.88万 | 加仓 |
| EFG | ISHARES TR | $1,550.27万 | 1.46% | 124,600 | 1,200 | 1.0% | $14.93万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,475.88万 | 1.39% | 19,763 | 432 | 2.2% | $32.26万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,402.38万 | 1.32% | 297,114 | 7,532 | 2.6% | $35.55万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,259.16万 | 1.18% | 33,756 | 52 | 0.2% | $1.94万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $1,042.30万 | 0.98% | 264,075 | 10,600 | 4.2% | $41.84万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,036.97万 | 0.97% | 31,680 | 180 | 0.6% | $5.89万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $995.11万 | 0.93% | 235,808 | -119 | -0.1% | -$5,022 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $993.66万 | 0.93% | 78,032 | 859 | 1.1% | $10.94万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $952.53万 | 0.89% | 19,036 | 550 | 3.0% | $27.52万 | 加仓 |
| IMCV | ISHARES TR | $893.85万 | 0.84% | 97,819 | 6,495 | 7.1% | $59.35万 | 加仓 |
| GOOGL | ALPHABET INC | $817.95万 | 0.77% | 22,888 | 1,771 | 8.4% | $63.29万 | 加仓 |
| IVV | ISHARES TR | $802.93万 | 0.75% | 10,722 | -1,167 | -9.8% | -$87.39万 | 减仓 |
| FLV | AMERICAN CENTY ETF TR | $772.50万 | 0.73% | 95,018 | 6,919 | 7.9% | $56.25万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $711.03万 | 0.67% | 89,970 | 14,513 | 19.2% | $114.70万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $667.75万 | 0.63% | 18,045 | 724 | 4.2% | $26.79万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $634.08万 | 0.60% | 90,713 | 15,552 | 20.7% | $108.71万 | 加仓 |
| AMAT | APPLIED MATLS INC | $627.34万 | 0.59% | 8,677 | -483 | -5.3% | -$34.92万 | 减仓 |
| IMCB | ISHARES TR | $615.15万 | 0.58% | 63,707 | 4,062 | 6.8% | $39.22万 | 加仓 |
| GOOG | ALPHABET INC | $584.31万 | 0.55% | 16,537 | 1,747 | 11.8% | $61.73万 | 加仓 |
| ISCF | ISHARES TR | $525.10万 | 0.49% | 121,298 | 243 | 0.2% | $1.05万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $524.20万 | 0.49% | 7 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $520.04万 | 0.49% | 25,990 | 732 | 2.9% | $14.65万 | 加仓 |
| CMI | CUMMINS INC | $511.46万 | 0.48% | 7,171 | 408 | 6.0% | $29.10万 | 加仓 |
| IWR | ISHARES TR | $494.08万 | 0.46% | 44,786 | 1,891 | 4.4% | $20.86万 | 加仓 |
| COWZ | PACER FDS TR | $481.71万 | 0.45% | 77,445 | -380 | -0.5% | -$2.36万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $469.99万 | 0.44% | 87,003 | -415 | -0.5% | -$2.24万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $425.98万 | 0.40% | 87,175 | 22,399 | 34.6% | $109.45万 | 加仓 |
| QUAL | ISHARES TR | $392.86万 | 0.37% | 17,903 | 1 | 0.0% | $219 | 加仓 |
| VOO | VANGUARD INDEX FDS | $388.19万 | 0.36% | 5,652 | 190 | 3.5% | $13.05万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $385.33万 | 0.36% | 38,035 | 3,228 | 9.3% | $32.70万 | 加仓 |
| PFFV | GLOBAL X FDS | $374.49万 | 0.35% | 169,993 | 3,466 | 2.1% | $7.64万 | 加仓 |
| IWM | ISHARES TR | $354.38万 | 0.33% | 11,795 | -129 | -1.1% | -$3.88万 | 减仓 |
| AMZN | AMAZON COM INC | $350.61万 | 0.33% | 14,710 | 619 | 4.4% | $14.75万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $332.30万 | 0.31% | 13,084 | -115 | -0.9% | -$2.92万 | 减仓 |
| CSCO | CISCO SYS INC | $323.72万 | 0.30% | 27,560 | -1,995 | -6.8% | -$23.43万 | 减仓 |
| — | EXXON MOBIL CORP | $320.45万 | 0.30% | 23,438 | -479 | -2.0% | -$6.55万 | 减仓 |
| GLD | SPDR GOLD TR | $309.92万 | 0.29% | 8,413 | 94 | 1.1% | $3.46万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $307.43万 | 0.29% | 85,469 | 3,845 | 4.7% | $13.83万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $298.37万 | 0.28% | 25,275 | 91 | 0.4% | $1.07万 | 加仓 |
| INTC | INTEL CORP | $296.56万 | 0.28% | 21,239 | -2,190 | -9.3% | -$30.58万 | 减仓 |
| ABBV | ABBVIE INC | $295.84万 | 0.28% | 11,757 | 9 | 0.1% | $2,265 | 加仓 |
| SPSM | SPDR SERIES TRUST | $294.00万 | 0.28% | 50,980 | 4,133 | 8.8% | $23.84万 | 加仓 |
| EFA | ISHARES TR | $279.33万 | 0.26% | 26,890 | 33 | 0.1% | $3,428 | 加仓 |
| WMT | WALMART INC | $273.45万 | 0.26% | 24,144 | -1,135 | -4.5% | -$12.85万 | 减仓 |
| IJH | ISHARES TR | $250.00万 | 0.23% | 32,421 | -1,073 | -3.2% | -$8.27万 | 减仓 |
| BUFB | INNOVATOR ETFS TRUST | $242.64万 | 0.23% | 61,726 | 5,100 | 9.0% | $20.05万 | 加仓 |
| HGER | HARBOR ETF TRUST | $241.86万 | 0.23% | 82,434 | 82,434 | — | $241.86万 | 新建仓 |
| GSPY | TIDAL TRUST I | $236.28万 | 0.22% | 58,197 | 52 | 0.1% | $2,111 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $234.18万 | 0.22% | 30,560 | 30,560 | — | $234.18万 | 新建仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $229.76万 | 0.22% | 15,700 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $225.95万 | 0.21% | 18,197 | 209 | 1.2% | $2.60万 | 加仓 |
| ORCL | ORACLE CORP | $224.44万 | 0.21% | 15,315 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $224.02万 | 0.21% | 29,434 | 40 | 0.1% | $3,044 | 加仓 |
| VUG | VANGUARD INDEX FDS | $221.02万 | 0.21% | 25,658 | -1,240 | -4.6% | -$10.68万 | 减仓 |
| CAT | CATERPILLAR INC | $202.76万 | 0.19% | 1,904 | -37 | -1.9% | -$3.94万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $199.74万 | 0.19% | 23,849 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $195.32万 | 0.18% | 24,034 | -737 | -3.0% | -$5.99万 | 减仓 |
| HD | HOME DEPOT INC | $195.14万 | 0.18% | 5,533 | 17 | 0.3% | $5,996 | 加仓 |
| CALF | PACER FDS TR | $189.00万 | 0.18% | 37,345 | -84 | -0.2% | -$4,251 | 减仓 |
| MCD | MCDONALDS CORP | $188.52万 | 0.18% | 6,974 | -144 | -2.0% | -$3.89万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $186.99万 | 0.18% | 31,326 | 970 | 3.2% | $5.79万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $178.87万 | 0.17% | 38,542 | -671 | -1.7% | -$3.11万 | 减仓 |
| IBHF | ISHARES TR | $175.21万 | 0.16% | 77,356 | 122 | 0.2% | $2,763 | 加仓 |
| META | META PLATFORMS INC | $174.46万 | 0.16% | 3,097 | 83 | 2.8% | $4.68万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $172.62万 | 0.16% | 7,718 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $169.44万 | 0.16% | 10,294 | 124 | 1.2% | $2.04万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $162.34万 | 0.15% | 32,409 | -57 | -0.2% | -$2,855 | 减仓 |
| PG | PROCTER & GAMBLE CO | $162.19万 | 0.15% | 11,060 | 458 | 4.3% | $6.72万 | 加仓 |
| PEP | PEPSICO INC | $161.95万 | 0.15% | 11,961 | -469 | -3.8% | -$6.35万 | 减仓 |
| TSLA | TESLA INC | $161.09万 | 0.15% | 3,830 | 317 | 9.0% | $13.33万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $160.77万 | 0.15% | 32,938 | 6,147 | 22.9% | $30.00万 | 加仓 |
| MINT | PIMCO ETF TR | $156.46万 | 0.15% | 15,520 | -160 | -1.0% | -$1.61万 | 减仓 |
| VGT | VANGUARD WORLD FD | $156.36万 | 0.15% | 13,082 | 1,450 | 12.5% | $17.33万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $149.64万 | 0.14% | 2,576 | -232 | -8.3% | -$13.48万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $148.70万 | 0.14% | 36,171 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $146.00万 | 0.14% | 17,731 | 65 | 0.4% | $5,352 | 加仓 |
| CVX | CHEVRON CORPORATION | $145.45万 | 0.14% | 8,775 | -37 | -0.4% | -$6,133 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $143.75万 | 0.14% | 4,250 | 5 | 0.1% | $1,691 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $141.73万 | 0.13% | 15,539 | 1,394 | 9.9% | $12.71万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $140.49万 | 0.13% | 16,434 | 59 | 0.4% | $5,044 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $139.01万 | 0.13% | 20,569 | -530 | -2.5% | -$3.58万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $138.19万 | 0.13% | 77,944 | 198 | 0.3% | $3,511 | 加仓 |
| VB | VANGUARD INDEX FDS | $138.14万 | 0.13% | 4,557 | 294 | 6.9% | $8.91万 | 加仓 |
| IWD | ISHARES TR | $132.57万 | 0.12% | 5,469 | 81 | 1.5% | $1.96万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $129.05万 | 0.12% | 3,245 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $128.22万 | 0.12% | 5,815 | 2 | 0.0% | $441 | 加仓 |
| IJS | ISHARES TR | $127.85万 | 0.12% | 9,354 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $127.33万 | 0.12% | 13,229 | -773 | -5.5% | -$7.44万 | 减仓 |
| AVGO | BROADCOM INC | $125.05万 | 0.12% | 3,310 | 22 | 0.7% | $8,312 | 加仓 |
| VTV | VANGUARD INDEX FDS | $124.95万 | 0.12% | 5,734 | 21 | 0.4% | $4,576 | 加仓 |
| RTX | RTX CORPORATION | $122.68万 | 0.12% | 6,466 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $113.37万 | 0.11% | 1,212 | 153 | 14.4% | $14.31万 | 加仓 |