13F 机构持仓

Bedel Financial Consulting, Inc.

INDIANAPOLIS IN · SEC CIK 0001730511

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$10.65亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

LLY 37.0%
DFAI 6.1%
VTEB 3.3%
DFAE 3.0%
AAPL 2.3%
LLY 看跌期权 2.1%
AVDV 1.7%
IMCG 1.5%
EFG 1.5%
SPY 1.4%

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
BIV VANGUARD BD INDEX FDS $35.51万0.03%4,630 340.7% $2,608 加仓
ALL ALLSTATE CORP $35.71万0.03%1,501 10.1% $238 加仓
WWJD NORTHERN LTS FD TR IV $36.29万0.03%9,517 1,16413.9% $4.44万 加仓
EMR EMERSON ELEC CO $36.32万0.03%2,537 00.0% — 不变
CTVA CORTEVA INC $36.77万0.03%4,342 46612.0% $3.95万 加仓
PTL NORTHERN LTS FD TR IV $37.05万0.03%1,295 47958.7% $13.70万 加仓
CRWD CROWDSTRIKE HLDGS INC $37.55万0.04%492 5612.8% $4.27万 重新持有
TPIF TIMOTHY PLAN $37.72万0.04%10,110 1,21513.7% $4.53万 加仓
BJAN INNOVATOR ETFS TRUST $37.79万0.04%6,420 00.0% — 不变
VCIT VANGUARD SCOTTSDALE FDS $38.04万0.04%4,602 -376-7.6% -$3.11万 减仓
OKE ONEOK INC NEW $38.33万0.04%4,409 70.2% $609 加仓
SHYM BLACKROCK ETF TRUST II $38.71万0.04%17,242 60.0% $135 加仓
PNW PINNACLE WEST CAP CORP $39.48万0.04%3,690 00.0% — 不变
GSK GSK PLC $39.64万0.04%7,562 00.0% — 不变
AVUV AMERICAN CENTY ETF TR $39.80万0.04%3,190 3,190— $39.80万 新建仓
CAH CARDINAL HEALTH INC $39.98万0.04%1,683 00.0% — 不变
COF CAPITAL ONE FINL CORP $40.10万0.04%1,999 30.2% $602 加仓
DHR DANAHER CORP DEL $40.12万0.04%2,106 00.0% — 不变
IWB ISHARES TR $40.13万0.04%980 636.9% $2.58万 加仓
DE DEERE & CO $40.23万0.04%634 00.0% — 不变
T AT&T INC $40.27万0.04%19,452 5512.9% $1.14万 加仓
— PGIM ETF TR $40.33万0.04%8,000 00.0% — 不变
UJAN INNOVATOR ETFS TRUST $40.46万0.04%8,925 -547-5.8% -$2.48万 减仓
SHOP SHOPIFY INC $40.88万0.04%3,580 33010.2% $3.77万 加仓
UNH UNITEDHEALTH GROUP INC $41.40万0.04%996 -35-3.4% -$1.45万 减仓
COP CONOCOPHILLIPS $42.03万0.04%4,043 00.0% — 不变
KR KROGER CO $42.77万0.04%7,702 150.2% $833 加仓
Q QNITY ELECTRONICS INC $42.78万0.04%2,620 2339.8% $3.80万 加仓
FE FIRSTENERGY CORP $42.85万0.04%9,014 50.1% $238 加仓
GS GOLDMAN SACHS GROUP INC $43.19万0.04%427 00.0% — 不变
SO SOUTHERN CO $43.44万0.04%4,539 00.0% — 不变
GEV GE VERNOVA INC $43.47万0.04%370 30.8% $3,525 加仓
IUSV ISHARES TR $43.80万0.04%3,976 00.0% — 不变
DIHP DIMENSIONAL ETF TRUST $44.08万0.04%12,918 160.1% $546 加仓
EXLS EXLSERVICE HLDGS INC $44.11万0.04%17,057 -9,500-35.8% -$24.57万 减仓
GWW WW GRAINGER INC $45.71万0.04%336 00.0% — 不变
KMB KIMBERLY-CLARK CORP $45.81万0.04%4,173 -356-7.9% -$3.91万 减仓
— INNOVATOR ETFS TRUST $46.45万0.04%11,394 1,46714.8% $5.98万 加仓
MA MASTERCARD INCORPORATED $46.65万0.04%908 00.0% — 不变
LITE LUMENTUM HLDGS INC $46.94万0.04%547 00.0% — 不变
STLD STEEL DYNAMICS INC $47.02万0.04%2,049 00.0% — 不变
MDY STATE STR SPDR S&P MIDCAP 40 $48.32万0.05%687 00.0% — 不变
SBUX STARBUCKS CORP $48.37万0.05%4,733 00.0% — 不变
BUFF INNOVATOR ETFS TRUST $48.38万0.05%9,184 4,34289.7% $22.87万 加仓
MU MICRON TECHNOLOGY INC $49.53万0.05%429 429— $49.53万 新建仓
MMM 3M CO $50.04万0.05%3,091 280.9% $4,533 加仓
NJR NEW JERSEY RES CORP $50.33万0.05%8,982 230.3% $1,289 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $50.43万0.05%5,597 -37-0.7% -$3,334 减仓
AEP AMERICAN ELEC PWR CO INC $52.90万0.05%3,867 00.0% — 不变
SYK STRYKER CORPORATION $53.00万0.05%1,683 00.0% — 不变
XLF SELECT SECTOR SPDR TR $53.19万0.05%9,922 -117-1.2% -$6,273 减仓
AFL AFLAC INC $53.44万0.05%4,558 4,558— $53.44万 新建仓
IJR ISHARES TR $53.72万0.05%3,622 -586-13.9% -$8.69万 减仓
SCHA SCHWAB STRATEGIC TR $54.38万0.05%15,052 -77-0.5% -$2,782 减仓
EEM ISHARES TR $55.78万0.05%8,153 00.0% — 不变
UNP UNION PAC CORP $56.40万0.05%2,074 00.0% — 不变
IEI ISHARES TR $56.88万0.05%4,843 -98-2.0% -$1.15万 减仓
TJX TJX COS INC NEW $58.25万0.05%3,845 -46-1.2% -$6,969 减仓
MTRN MATERION CORP $59.48万0.06%2,000 00.0% — 不变
AMGN AMGEN INC $59.68万0.06%1,648 422.6% $1.52万 加仓
MPLX MPLX LP $59.89万0.06%10,632 810.8% $4,563 加仓
BALL BALL CORP $59.90万0.06%9,600 00.0% — 不变
PMAY INNOVATOR ETFS TRUST $59.92万0.06%14,508 00.0% — 不变
— INNOVATOR ETFS TRUST $60.31万0.06%14,593 00.0% — 不变
QQQ INVESCO QQQ TR $60.47万0.06%821 719.5% $5.23万 加仓
DUK DUKE ENERGY CORP NEW $61.19万0.06%4,834 2655.8% $3.35万 加仓
IJT ISHARES TR $61.55万0.06%3,446 00.0% — 不变
— DIMENSIONAL ETF TRUST $61.93万0.06%14,841 240.2% $1,002 加仓
SCHD SCHWAB STRATEGIC TR $62.19万0.06%19,611 -13,373-40.5% -$42.41万 减仓
BSX BOSTON SCIENTIFIC CORP $62.39万0.06%14,618 00.0% — 不变
QCOM QUALCOMM INC $63.45万0.06%3,434 30.1% $554 加仓
— MATTHEWS ASIA FDS $63.88万0.06%14,113 -323-2.2% -$1.46万 减仓
VIG VANGUARD SPECIALIZED FUNDS $66.14万0.06%2,795 00.0% — 不变
SMMU PIMCO ETF TR $66.58万0.06%13,184 00.0% — 不变
GE GE AEROSPACE $66.96万0.06%1,792 19712.4% $7.36万 加仓
WFC WELLS FARGO & CO $67.22万0.06%8,135 -337-4.0% -$2.78万 减仓
ETN EATON CORP PLC $67.40万0.06%1,582 -13-0.8% -$5,538 减仓
MS MORGAN STANLEY $67.78万0.06%3,243 10.0% $209 加仓
NVS NOVARTIS AG $67.80万0.06%4,326 -356-7.6% -$5.58万 减仓
MUNI PIMCO ETF TR $68.08万0.06%12,943 00.0% — 不变
MO ALTRIA GROUP INC $68.73万0.06%9,552 00.0% — 不变
HONA HONEYWELL AEROSPACE INC $71.01万0.07%3,212 3,212— $71.01万 新建仓
HON HONEYWELL INTL INC $71.92万0.07%3,212 -3,220-50.1% -$72.10万 减仓
DISV DIMENSIONAL ETF TRUST $72.44万0.07%18,052 -94-0.5% -$3,772 减仓
DVY ISHARES TR $75.83万0.07%4,851 00.0% — 不变
PFE PFIZER INC $76.06万0.07%31,588 -1,789-5.4% -$4.31万 减仓
PFEB INNOVATOR ETFS TRUST $76.37万0.07%17,736 00.0% — 不变
SPLV INVESCO EXCH TRADED FD TR II $80.11万0.08%10,696 40.0% $300 加仓
ORLY OREILLY AUTOMOTIVE INC $80.22万0.08%8,711 00.0% — 不变
NEE NEXTERA ENERGY INC $80.59万0.08%9,182 10.0% $88 加仓
SCHX SCHWAB STRATEGIC TR $81.06万0.08%27,545 -1,590-5.5% -$4.68万 减仓
VBR VANGUARD INDEX FDS $81.94万0.08%3,372 170.5% $4,131 加仓
ITW ILLINOIS TOOL WKS INC $82.01万0.08%3,032 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $82.21万0.08%3,864 -198-4.9% -$4.21万 减仓
GD GENERAL DYNAMICS CORP $83.36万0.08%2,353 -154-6.1% -$5.46万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $83.56万0.08%16,368 1911.2% $9,751 加仓
CSX CSX CORP $84.27万0.08%17,730 00.0% — 不变
IBHG ISHARES TR $86.12万0.08%39,002 9,17530.8% $20.26万 加仓
USB US BANCORP $86.52万0.08%14,325 1,0077.6% $6.08万 加仓
SCZ ISHARES TR $87.24万0.08%10,604 90.1% $740 加仓