Bedel Financial Consulting, Inc.
INDIANAPOLIS IN · SEC CIK 0001730511
$8.88亿2026Q1 申报市值
296持仓数
58.0%前十大占比 · 第一大 33.9%
17 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFAI 加仓+$272.16万
AVDV 加仓+$124.34万
DFAE 加仓+$117.94万
AVLV 新建仓+$114.02万
TOTL 加仓+$100.82万
2026Q1 卖出最多 按季末市值估算
VTES 减仓-$1,314.54万
FDN 减仓-$87.76万
CTAS 清仓-$71.69万
PWV 清仓-$58.75万
IEI 减仓-$48.98万
2026Q1 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 | $3.01亿 | 33.92% | 327,576 | -461 | -0.1% | -$42.40万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $5,953.26万 | 6.70% | 1,528,044 | 69,856 | 4.8% | $272.16万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $3,511.14万 | 3.95% | 703,776 | 11,880 | 1.7% | $59.27万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,620.75万 | 2.95% | 773,996 | 34,832 | 4.7% | $117.94万 | 加仓 |
| AAPL | APPLE INC | $1,951.37万 | 2.20% | 76,889 | -858 | -1.1% | -$21.78万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,718.71万 | 1.94% | 172,112 | 12,451 | 7.8% | $124.34万 | 加仓 |
| LLY | ELI LILLY & CO 看跌期权 | $1,692.38万 | 1.91% | 18,400 | 1,000 | 5.7% | $91.98万 | 加仓 |
| EFG | ISHARES TR | $1,374.31万 | 1.55% | 123,400 | 1,173 | 1.0% | $13.06万 | 加仓 |
| IMCG | ISHARES TR | $1,300.81万 | 1.46% | 165,140 | 5,817 | 3.7% | $45.82万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,257.15万 | 1.42% | 19,331 | 271 | 1.4% | $17.62万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,247.60万 | 1.40% | 33,704 | 73 | 0.2% | $2.70万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,163.83万 | 1.31% | 289,582 | 7,756 | 2.8% | $31.17万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $1,007.06万 | 1.13% | 253,475 | 25,376 | 11.1% | $100.82万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $938.99万 | 1.06% | 235,927 | -994 | -0.4% | -$3.96万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $926.60万 | 1.04% | 31,500 | -217 | -0.7% | -$6.38万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $885.84万 | 1.00% | 18,486 | -185 | -1.0% | -$8.87万 | 减仓 |
| IVV | ISHARES TR | $776.58万 | 0.87% | 11,889 | 650 | 5.8% | $42.46万 | 加仓 |
| IMCV | ISHARES TR | $774.30万 | 0.87% | 91,324 | 5,036 | 5.8% | $42.70万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $748.42万 | 0.84% | 77,173 | 2,731 | 3.7% | $26.49万 | 加仓 |
| FLV | AMERICAN CENTY ETF TR | $675.59万 | 0.76% | 88,099 | 5,332 | 6.4% | $40.89万 | 加仓 |
| GOOGL | ALPHABET INC | $607.23万 | 0.68% | 21,117 | 67 | 0.3% | $1.93万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $598.15万 | 0.67% | 75,457 | -2,093 | -2.7% | -$16.59万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $555.66万 | 0.63% | 17,321 | 28 | 0.2% | $8,982 | 加仓 |
| ISCF | ISHARES TR | $505.89万 | 0.57% | 121,055 | 95 | 0.1% | $3,970 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $502.70万 | 0.57% | 7 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES TR | $497.62万 | 0.56% | 59,645 | 5,910 | 11.0% | $49.31万 | 加仓 |
| COWZ | PACER FDS TR | $486.87万 | 0.55% | 77,825 | 90 | 0.1% | $5,630 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $469.38万 | 0.53% | 75,161 | 8,622 | 13.0% | $53.84万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $461.39万 | 0.52% | 87,418 | 2 | 0.0% | $106 | 加仓 |
| NVDA | NVIDIA CORPORATION | $440.49万 | 0.50% | 25,258 | 43 | 0.2% | $7,499 | 加仓 |
| GOOG | ALPHABET INC | $424.26万 | 0.48% | 14,790 | -30 | -0.2% | -$8,606 | 减仓 |
| IWR | ISHARES TR | $417.06万 | 0.47% | 42,895 | 2,685 | 6.7% | $26.11万 | 加仓 |
| — | EXXON MOBIL CORP | $405.78万 | 0.46% | 23,917 | -76 | -0.3% | -$1.29万 | 减仓 |
| CMI | CUMMINS INC | $363.88万 | 0.41% | 6,763 | -349 | -4.9% | -$18.78万 | 减仓 |
| PFFV | GLOBAL X FDS | $363.50万 | 0.41% | 166,527 | -21,537 | -11.5% | -$47.01万 | 减仓 |
| GLD | SPDR GOLD TR | $357.96万 | 0.40% | 8,319 | -35 | -0.4% | -$1.51万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $352.04万 | 0.40% | 34,807 | -129,972 | -78.9% | -$1,314.54万 | 减仓 |
| QUAL | ISHARES TR | $343.38万 | 0.39% | 17,902 | 255 | 1.4% | $4.89万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $326.38万 | 0.37% | 5,462 | 344 | 6.7% | $20.56万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $322.63万 | 0.36% | 13,199 | -99 | -0.7% | -$2.42万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $316.50万 | 0.36% | 64,776 | 4,065 | 6.7% | $19.86万 | 加仓 |
| WMT | WALMART INC | $314.17万 | 0.35% | 25,279 | -66 | -0.3% | -$8,203 | 减仓 |
| AMAT | APPLIED MATLS INC | $313.08万 | 0.35% | 9,160 | -70 | -0.8% | -$2.39万 | 减仓 |
| IWM | ISHARES TR | $295.70万 | 0.33% | 11,924 | -60 | -0.5% | -$1.49万 | 减仓 |
| AMZN | AMAZON COM INC | $293.48万 | 0.33% | 14,091 | 211 | 1.5% | $4.39万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $275.48万 | 0.31% | 81,624 | -682 | -0.8% | -$2.30万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $264.51万 | 0.30% | 25,184 | 438 | 1.8% | $4.60万 | 加仓 |
| EFA | ISHARES TR | $260.86万 | 0.29% | 26,857 | 208 | 0.8% | $2.02万 | 加仓 |
| ABBV | ABBVIE INC | $255.51万 | 0.29% | 11,748 | 24 | 0.2% | $5,220 | 加仓 |
| CSCO | CISCO SYS INC | $229.32万 | 0.26% | 29,555 | -47 | -0.2% | -$3,647 | 减仓 |
| SPSM | SPDR SERIES TRUST | $226.36万 | 0.25% | 46,847 | 7,632 | 19.5% | $36.88万 | 加仓 |
| IJH | ISHARES TR | $226.18万 | 0.25% | 33,494 | 661 | 2.0% | $4.46万 | 加仓 |
| ORCL | ORACLE CORP | $225.30万 | 0.25% | 15,315 | -51 | -0.3% | -$7,503 | 减仓 |
| MCD | MCDONALDS CORP | $221.21万 | 0.25% | 7,118 | -13 | -0.2% | -$4,040 | 减仓 |
| GSPY | TIDAL TRUST I | $205.73万 | 0.23% | 58,145 | -1,036 | -1.8% | -$3.67万 | 减仓 |
| BUFB | INNOVATOR ETFS TRUST | $203.34万 | 0.23% | 56,626 | 5,475 | 10.7% | $19.66万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $201.34万 | 0.23% | 15,700 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $201.26万 | 0.23% | 29,394 | 311 | 1.1% | $2.13万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $195.79万 | 0.22% | 4,483 | 12 | 0.3% | $5,241 | 加仓 |
| PEP | PEPSICO INC | $193.03万 | 0.22% | 12,430 | -60 | -0.5% | -$9,317 | 减仓 |
| IWF | ISHARES TR | $191.77万 | 0.22% | 4,497 | 33 | 0.7% | $1.41万 | 加仓 |
| KO | COCA COLA CO | $188.39万 | 0.21% | 24,771 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $182.32万 | 0.21% | 8,812 | 6 | 0.1% | $1,241 | 加仓 |
| HD | HOME DEPOT INC | $181.41万 | 0.20% | 5,516 | -32 | -0.6% | -$1.05万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $179.11万 | 0.20% | 23,849 | 15 | 0.1% | $1,127 | 加仓 |
| IBHF | ISHARES TR | $177.25万 | 0.20% | 77,234 | 241 | 0.3% | $5,531 | 加仓 |
| META | META PLATFORMS INC | $172.44万 | 0.19% | 3,014 | -47 | -1.5% | -$2.69万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $169.05万 | 0.19% | 39,213 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $167.94万 | 0.19% | 37,429 | -861 | -2.2% | -$3.86万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $164.07万 | 0.18% | 30,356 | -9 | -0.0% | -$486 | 减仓 |
| MINT | PIMCO ETF TR | $157.69万 | 0.18% | 15,680 | 3,235 | 26.0% | $32.53万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $153.14万 | 0.17% | 10,602 | -1,504 | -12.4% | -$21.72万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $149.59万 | 0.17% | 3,245 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $148.22万 | 0.17% | 10,170 | -144 | -1.4% | -$2.10万 | 减仓 |
| — | HONEYWELL INTL INC | $145.39万 | 0.16% | 6,432 | -29 | -0.4% | -$6,555 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $143.97万 | 0.16% | 7,718 | -157 | -2.0% | -$2.93万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $143.43万 | 0.16% | 32,466 | 297 | 0.9% | $1.31万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $138.32万 | 0.16% | 36,171 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $137.54万 | 0.15% | 1,941 | -17 | -0.9% | -$1.20万 | 减仓 |
| LOW | LOWES COS INC | $137.35万 | 0.15% | 5,813 | -34 | -0.6% | -$8,034 | 减仓 |
| DIS | DISNEY WALT CO | $134.95万 | 0.15% | 14,002 | -107 | -0.8% | -$1.03万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $134.84万 | 0.15% | 21,099 | 2,328 | 12.4% | $14.88万 | 加仓 |
| TSLA | TESLA INC | $130.58万 | 0.15% | 3,513 | -13 | -0.4% | -$4,832 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $128.42万 | 0.14% | 4,245 | -217 | -4.9% | -$6.56万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $126.27万 | 0.14% | 16,375 | 13 | 0.1% | $1,002 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $125.65万 | 0.14% | 17,666 | 203 | 1.2% | $1.44万 | 加仓 |
| RTX | RTX CORPORATION | $124.73万 | 0.14% | 6,466 | 48 | 0.7% | $9,259 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $123.67万 | 0.14% | 8,454 | -587 | -6.5% | -$8.59万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $123.15万 | 0.14% | 26,791 | -850 | -3.1% | -$3.91万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $121.67万 | 0.14% | 77,746 | 433 | 0.6% | $6,776 | 加仓 |
| IWD | ISHARES TR | $115.12万 | 0.13% | 5,388 | 192 | 3.7% | $4.10万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $114.02万 | 0.13% | 14,145 | 14,145 | — | $114.02万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $112.09万 | 0.13% | 5,713 | -2 | -0.0% | -$392 | 减仓 |
| VB | VANGUARD INDEX FDS | $111.67万 | 0.13% | 4,263 | 8 | 0.2% | $2,096 | 加仓 |
| IJS | ISHARES TR | $110.80万 | 0.12% | 9,354 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $105.50万 | 0.12% | 1,059 | -29 | -2.7% | -$2.89万 | 减仓 |
| INTC | INTEL CORP | $103.39万 | 0.12% | 23,429 | -554 | -2.3% | -$2.44万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $102.62万 | 0.12% | 23,831 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $101.76万 | 0.11% | 3,288 | 5 | 0.2% | $1,547 | 加仓 |
| VGT | VANGUARD WORLD FD | $101.48万 | 0.11% | 1,454 | 10 | 0.7% | $6,979 | 加仓 |