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 |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | $711.03万 | 0.67% | 89,970 | 14,513 | 19.2% | $114.70万 | 加仓 |
| FLV | AMERICAN CENTY ETF TR | $772.50万 | 0.73% | 95,018 | 6,919 | 7.9% | $56.25万 | 加仓 |
| IVV | ISHARES TR | $802.93万 | 0.75% | 10,722 | -1,167 | -9.8% | -$87.39万 | 减仓 |
| GOOGL | ALPHABET INC | $817.95万 | 0.77% | 22,888 | 1,771 | 8.4% | $63.29万 | 加仓 |
| IMCV | ISHARES TR | $893.85万 | 0.84% | 97,819 | 6,495 | 7.1% | $59.35万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $952.53万 | 0.89% | 19,036 | 550 | 3.0% | $27.52万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $993.66万 | 0.93% | 78,032 | 859 | 1.1% | $10.94万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $995.11万 | 0.93% | 235,808 | -119 | -0.1% | -$5,022 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,036.97万 | 0.97% | 31,680 | 180 | 0.6% | $5.89万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $1,042.30万 | 0.98% | 264,075 | 10,600 | 4.2% | $41.84万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,259.16万 | 1.18% | 33,756 | 52 | 0.2% | $1.94万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,402.38万 | 1.32% | 297,114 | 7,532 | 2.6% | $35.55万 | 加仓 |
| 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 |
| EFG | ISHARES TR | $1,550.27万 | 1.46% | 124,600 | 1,200 | 1.0% | $14.93万 | 加仓 |
| IMCG | ISHARES TR | $1,645.21万 | 1.55% | 167,366 | 2,226 | 1.3% | $21.88万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,843.23万 | 1.73% | 178,867 | 6,755 | 3.9% | $69.61万 | 加仓 |
| LLY | ELI LILLY & CO 看跌期权 | $2,206.95万 | 2.07% | 18,400 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $2,433.80万 | 2.29% | 84,110 | 7,221 | 9.4% | $208.95万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $3,223.06万 | 3.03% | 801,558 | 27,562 | 3.6% | $110.83万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $3,558.68万 | 3.34% | 703,574 | -202 | -0.0% | -$1.02万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $6,527.56万 | 6.13% | 1,582,438 | 54,394 | 3.6% | $224.38万 | 加仓 |
| LLY | ELI LILLY & CO | $3.94亿 | 36.97% | 328,198 | 622 | 0.2% | $74.60万 | 加仓 |