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
SPY STATE STR SPDR S&P 500 ETF T 看跌期权 $00.00%0 -1,400-100.0% -$91.05万 清仓
USMV ISHARES TR $00.00%0 -3,421-100.0% -$31.73万 清仓
IEFA ISHARES TR $00.00%0 -3,048-100.0% -$27.59万 清仓
IEMG ISHARES INC $00.00%0 -3,748-100.0% -$26.14万 清仓
SLV ISHARES SILVER TR $00.00%0 -3,694-100.0% -$25.17万 清仓
— CALAMOS ETF TR $00.00%0 -12,061-100.0% -$25.04万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -1,204-100.0% -$23.87万 清仓
DOW DOW HLDGS INC $00.00%0 -5,662-100.0% -$23.58万 清仓
CRM SALESFORCE INC $00.00%0 -1,246-100.0% -$23.26万 清仓
RMD RESMED INC $00.00%0 -1,000-100.0% -$22.45万 清仓
TTE TOTALENERGIES SE $00.00%0 -2,264-100.0% -$20.60万 清仓
IRD OPUS GENETICS INC $00.00%0 -15,000-100.0% -$6.83万 清仓
— INOTIV INC $00.00%0 -14,945-100.0% -$4,073 清仓
— EATON VANCE SR INCOME TR $5.96万0.01%11,962 00.0% — 不变
RLMD RELMADA THERAPEUTICS INC $6.92万0.01%10,000 00.0% — 不变
CAG CONAGRA BRANDS INC $15.74万0.01%11,696 00.0% — 不变
DEHP DIMENSIONAL ETF TRUST $20.04万0.02%4,686 4,686— $20.04万 新建仓
TMUS T-MOBILE US INC $20.29万0.02%1,210 20.2% $335 加仓
GILD GILEAD SCIENCES INC $20.30万0.02%1,607 10.1% $126 加仓
GUNR FLEXSHARES TR $20.37万0.02%4,133 00.0% — 不变
PRU PRUDENTIAL FINL INC $20.79万0.02%1,926 261.4% $2,806 重新持有
PANW PALO ALTO NETWORKS INC $20.80万0.02%610 610— $20.80万 新建仓
WSO WATSCO INC $20.84万0.02%500 500— $20.84万 新建仓
QBTS D-WAVE QUANTUM INC $20.92万0.02%8,720 250.3% $600 重新持有
MCK MCKESSON CORP $20.93万0.02%277 00.0% — 不变
TGT TARGET CORP $21.02万0.02%1,609 -162-9.1% -$2.12万 减仓
SUB ISHARES TR $21.09万0.02%1,981 562.9% $5,962 加仓
XLY SELECT SECTOR SPDR TR $21.63万0.02%1,844 00.0% — 不变
GDX VANECK ETF TRUST $21.70万0.02%2,876 301.1% $2,264 加仓
— INNOVATOR ETFS TRUST $21.75万0.02%5,722 00.0% — 不变
ABT ABBOTT LABORATORIES $21.86万0.02%2,409 421.8% $3,811 加仓
DFSU DIMENSIONAL ETF TRUST $22.24万0.02%4,769 4,769— $22.24万 新建仓
MAR MARRIOTT INTL INC NEW $22.24万0.02%600 600— $22.24万 新建仓
IYH ISHARES TR $22.29万0.02%3,327 00.0% — 不变
— INNOVATOR ETFS TRUST $22.40万0.02%6,224 00.0% — 不变
LMT LOCKHEED MARTIN CORP $22.68万0.02%445 00.0% — 不变
RIO RIO TINTO PLC $22.71万0.02%2,392 -106-4.2% -$1.01万 减仓
AZN ASTRAZENECA PLC $22.75万0.02%1,200 00.0% — 不变
CVS CVS HEALTH CORP $22.85万0.02%2,209 2,209— $22.85万 新建仓
THO THOR INDS INC $23.01万0.02%3,062 00.0% — 不变
EXC EXELON CORP $23.09万0.02%4,952 330.7% $1,538 加仓
WAT WATERS CORP $23.48万0.02%626 264.3% $9,751 重新持有
SGOV ISHARES TR $23.91万0.02%2,375 -503-17.5% -$5.06万 减仓
DD DUPONT DE NEMOURS INC $24.09万0.02%1,776 -3,105-63.6% -$42.12万 减仓
VOT VANGUARD INDEX FDS $24.33万0.02%794 -9-1.1% -$2,758 减仓
MPC MARATHON PETE CORP $24.72万0.02%967 00.0% — 不变
NULG NUSHARES ETF TR $24.84万0.02%2,122 2,122— $24.84万 新建仓
IBD NORTHERN LTS FD TR IV $25.12万0.02%10,568 420.4% $998 加仓
SCMB SCHWAB STRATEGIC TR $25.12万0.02%9,729 00.0% — 不变
JIG J P MORGAN EXCHANGE TRADED F $25.27万0.02%2,899 00.0% — 不变
TIP ISHARES TR $25.27万0.02%2,310 381.7% $4,157 加仓
GLW CORNING INC $25.42万0.02%995 995— $25.42万 新建仓
ENB ENBRIDGE INC $25.61万0.02%4,725 3668.4% $1.98万 加仓
RING ISHARES INC $25.63万0.02%3,967 20.1% $129 加仓
HBNC HORIZON BANCORP IND $25.85万0.02%12,937 00.0% — 不变
EVRG EVERGY INC $26.12万0.02%3,022 -54-1.8% -$4,668 减仓
FORM FORMFACTOR INC $26.16万0.02%1,636 1,636— $26.16万 新建仓
WELL WELLTOWER INC $26.17万0.02%1,153 00.0% — 不变
NI NISOURCE INC $26.34万0.02%5,540 00.0% — 不变
IXUS ISHARES TR $26.41万0.02%2,767 00.0% — 不变
XLI SELECT SECTOR SPDR TR $26.52万0.02%1,432 -95-6.2% -$1.76万 减仓
SMH VANECK ETF TRUST $26.58万0.02%405 405— $26.58万 新建仓
— INNOVATOR ETFS TRUST $26.72万0.03%6,794 -579-7.9% -$2.28万 减仓
PLTR PALANTIR TECHNOLOGIES INC 看跌期权 $26.83万0.03%2,300 00.0% — 不变
PDEC INNOVATOR ETFS TRUST $27.11万0.03%5,908 00.0% — 不变
ASML ASML HLDG NV $27.46万0.03%138 138— $27.46万 新建仓
IYW ISHARES TR $27.52万0.03%1,091 00.0% — 重新持有
LDUR PIMCO ETF TR $27.88万0.03%2,916 752.6% $7,171 加仓
AVMV AMERICAN CENTY ETF TR $28.28万0.03%3,512 3,512— $28.28万 新建仓
VGK VANGUARD INTL EQUITY INDEX F $28.46万0.03%3,214 00.0% — 不变
XMHQ INVESCO EXCHANGE TRADED FD T $28.62万0.03%2,535 00.0% — 不变
IAU ISHARES GOLD TR $28.70万0.03%3,801 120.3% $906 加仓
VYM VANGUARD WHITEHALL FDS $28.82万0.03%1,824 1,824— $28.82万 新建仓
RDVY FIRST TR EXCHANGE TRADED FD $28.98万0.03%3,575 00.0% — 不变
IRM IRON MTN INC DEL $29.37万0.03%2,325 -67-2.8% -$8,463 减仓
PLD PROLOGIS INC. $29.38万0.03%2,169 00.0% — 不变
BIBL NORTHERN LTS FD TR IV $29.50万0.03%5,096 -21-0.4% -$1,215 减仓
PAUG INNOVATOR ETFS TRUST $29.55万0.03%6,475 -134-2.0% -$6,116 减仓
FDN FIRST TR EXCHANGE-TRADED FD $29.78万0.03%1,125 00.0% — 不变
CB CHUBB LIMITED $30.26万0.03%888 00.0% — 不变
NFLX NETFLIX INC. $30.27万0.03%4,240 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $30.43万0.03%2,472 00.0% — 不变
MDLZ MONDELEZ INTL INC $30.75万0.03%5,317 80817.9% $4.67万 加仓
VZ VERIZON COMMUNICATIONS INC $30.86万0.03%7,289 1862.6% $7,875 加仓
BA BOEING CO $31.25万0.03%1,444 -50-3.3% -$1.08万 减仓
AVMC AMERICAN CENTY ETF TR $31.37万0.03%3,909 3,909— $31.37万 新建仓
BLK BLACKROCK INC $31.54万0.03%328 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $31.82万0.03%5,522 -278-4.8% -$1.60万 减仓
UL UNILEVER PLC $31.85万0.03%5,298 -467-8.1% -$2.81万 减仓
ET ENERGY TRANSFER L P $32.00万0.03%16,739 720.4% $1,377 加仓
VSS VANGUARD INTL EQUITY INDEX F $32.12万0.03%2,082 824.1% $1.26万 加仓
ELCV STRATEGY SHS $32.92万0.03%10,014 -283-2.7% -$9,302 减仓
XLK SELECT SECTOR SPDR TR $32.96万0.03%1,730 00.0% — 不变
PMAR INNOVATOR ETFS TRUST $33.09万0.03%6,927 -434-5.9% -$2.07万 减仓
VT VANGUARD INTL EQUITY INDEX F $33.59万0.03%2,140 00.0% — 不变
FDX FEDEX CORP $33.71万0.03%1,077 -21-1.9% -$6,574 减仓
XLG INVESCO EXCHANGE TRADED FD T $34.07万0.03%5,564 5,564— $34.07万 新建仓
C CITIGROUP INC $34.40万0.03%2,457 00.0% — 不变
DGRO ISHARES TR $34.67万0.03%4,574 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $34.78万0.03%1,400 20.1% $497 加仓