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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $101.20万 | 0.11% | 32,984 | -91 | -0.3% | -$2,792 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $100.25万 | 0.11% | 35,995 | 23,245 | 182.3% | $64.74万 | 加仓 |
| IWN | ISHARES TR | $98.78万 | 0.11% | 5,210 | 315 | 6.4% | $5.97万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $97.94万 | 0.11% | 21,231 | 780 | 3.8% | $3.60万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $96.70万 | 0.11% | 23,667 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $95.49万 | 0.11% | 16,177 | 1,411 | 9.6% | $8.33万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $95.30万 | 0.11% | 5,764 | 2 | 0.0% | $331 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $95.15万 | 0.11% | 4,683 | 1 | 0.0% | $203 | 加仓 |
| V | VISA INC | $94.74万 | 0.11% | 3,135 | 2 | 0.1% | $604 | 加仓 |
| PFE | PFIZER INC | $93.72万 | 0.11% | 33,377 | -137 | -0.4% | -$3,847 | 减仓 |
| IWP | ISHARES TR | $92.11万 | 0.10% | 7,189 | -202 | -2.7% | -$2.59万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $91.73万 | 0.10% | 14,618 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $91.05万 | 0.10% | 1,400 | 1,400 | — | $91.05万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $90.03万 | 0.10% | 35,869 | 42 | 0.1% | $1,054 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $86.05万 | 0.10% | 2,507 | 1 | 0.0% | $343 | 加仓 |
| IWO | ISHARES TR | $85.58万 | 0.10% | 2,727 | -52 | -1.9% | -$1.63万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $85.28万 | 0.10% | 9,181 | -2,000 | -17.9% | -$18.58万 | 减仓 |
| IUSG | ISHARES TR | $83.43万 | 0.09% | 5,379 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $83.34万 | 0.09% | 6,929 | 4 | 0.1% | $481 | 加仓 |
| SCZ | ISHARES TR | $83.08万 | 0.09% | 10,595 | -100 | -0.9% | -$7,841 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $82.95万 | 0.09% | 9,351 | -29 | -0.3% | -$2,572 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $80.87万 | 0.09% | 26,557 | 5,844 | 28.2% | $17.79万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $80.41万 | 0.09% | 8,711 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $79.32万 | 0.09% | 16,272 | 68 | 0.4% | $3,315 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $78.92万 | 0.09% | 3,032 | 0 | 0.0% | — | 不变 |
| FFBC | 1ST FINL BANCORP | $78.83万 | 0.09% | 28,273 | 861 | 3.1% | $2.40万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $78.20万 | 0.09% | 10,692 | 4 | 0.0% | $293 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $77.96万 | 0.09% | 4,062 | 324 | 8.7% | $6.22万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $77.07万 | 0.09% | 3,180 | -21 | -0.7% | -$5,090 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $76.35万 | 0.09% | 2,608 | -70 | -2.6% | -$2.05万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $75.92万 | 0.09% | 2,247 | -30 | -1.3% | -$1.01万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $74.70万 | 0.08% | 29,135 | -200 | -0.7% | -$5,128 | 减仓 |
| VO | VANGUARD INDEX FDS | $74.24万 | 0.08% | 2,585 | -48 | -1.8% | -$1.38万 | 减仓 |
| DVY | ISHARES TR | $73.45万 | 0.08% | 4,851 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $72.89万 | 0.08% | 3,355 | 16 | 0.5% | $3,476 | 加仓 |
| CSX | CSX CORP | $72.78万 | 0.08% | 17,730 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $72.72万 | 0.08% | 11,349 | -6 | -0.1% | -$384 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $71.57万 | 0.08% | 18,146 | -364 | -2.0% | -$1.44万 | 减仓 |
| NVS | NOVARTIS AG | $71.52万 | 0.08% | 4,682 | -13 | -0.3% | -$1,986 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $71.12万 | 0.08% | 17,736 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $69.27万 | 0.08% | 13,318 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $67.55万 | 0.08% | 12,943 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $67.44万 | 0.08% | 8,472 | -261 | -3.0% | -$2.08万 | 减仓 |
| SMMU | PIMCO ETF TR | $66.51万 | 0.07% | 13,184 | 0 | 0.0% | — | 不变 |
| IBHG | ISHARES TR | $66.01万 | 0.07% | 29,827 | 29,827 | — | $66.01万 | 新建仓 |
| MO | ALTRIA GROUP INC | $63.03万 | 0.07% | 9,552 | 1 | 0.0% | $66 | 加仓 |
| TJX | TJX COS INC NEW | $62.14万 | 0.07% | 3,891 | 342 | 9.6% | $5.46万 | 加仓 |
| MPLX | MPLX LP | $60.22万 | 0.07% | 10,551 | 76 | 0.7% | $4,338 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $60.11万 | 0.07% | 2,795 | 92 | 3.4% | $1.98万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $59.83万 | 0.07% | 4,569 | -51 | -1.1% | -$6,678 | 减仓 |
| IEI | ISHARES TR | $58.60万 | 0.07% | 4,941 | -4,130 | -45.5% | -$48.98万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $57.95万 | 0.07% | 14,508 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $57.12万 | 0.06% | 2,808 | -273 | -8.9% | -$5.55万 | 减仓 |
| ETN | EATON CORP PLC | $57.03万 | 0.06% | 1,595 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $56.75万 | 0.06% | 9,600 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $56.51万 | 0.06% | 1,606 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $56.43万 | 0.06% | 14,593 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $55.62万 | 0.06% | 7,687 | 6 | 0.1% | $434 | 加仓 |
| SYK | STRYKER CORPORATION | $55.32万 | 0.06% | 1,683 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $54.79万 | 0.06% | 18,901 | 108 | 0.6% | $3,131 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $54.47万 | 0.06% | 14,817 | 9,148 | 161.4% | $33.63万 | 加仓 |
| — | MATTHEWS ASIA FDS | $53.62万 | 0.06% | 14,436 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $53.37万 | 0.06% | 4,043 | -20 | -0.5% | -$2,640 | 减仓 |
| MS | MORGAN STANLEY | $53.35万 | 0.06% | 3,242 | -106 | -3.2% | -$1.74万 | 减仓 |
| IJR | ISHARES TR | $52.31万 | 0.06% | 4,208 | 663 | 18.7% | $8.24万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $50.69万 | 0.06% | 3,867 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $50.31万 | 0.06% | 2,074 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $49.87万 | 0.06% | 3,446 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $49.56万 | 0.06% | 10,039 | -38 | -0.4% | -$1,876 | 减仓 |
| NJR | NEW JERSEY RES CORP | $49.20万 | 0.06% | 8,959 | 27 | 0.3% | $1,483 | 加仓 |
| EEM | ISHARES TR | $46.30万 | 0.05% | 8,153 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $45.64万 | 0.05% | 9,009 | 596 | 7.1% | $3.02万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $45.36万 | 0.05% | 908 | 1 | 0.1% | $500 | 加仓 |
| GE | GE AEROSPACE | $45.27万 | 0.05% | 1,595 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $44.48万 | 0.05% | 3,063 | 16 | 0.5% | $2,323 | 加仓 |
| QCOM | QUALCOMM INC | $44.18万 | 0.05% | 3,431 | -21 | -0.6% | -$2,704 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $43.99万 | 0.05% | 15,129 | 5 | 0.0% | $145 | 加仓 |
| SO | SOUTHERN CO | $43.81万 | 0.05% | 4,539 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $43.69万 | 0.05% | 4,529 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $43.28万 | 0.05% | 750 | 45 | 6.4% | $2.60万 | 加仓 |
| SBUX | STARBUCKS CORP | $42.41万 | 0.05% | 4,733 | -240 | -4.8% | -$2.15万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $42.37万 | 0.05% | 687 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $42.36万 | 0.05% | 5,634 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $41.73万 | 0.05% | 7,562 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $41.57万 | 0.05% | 12,902 | 3,716 | 40.5% | $11.97万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $41.19万 | 0.05% | 4,978 | 447 | 9.9% | $3.70万 | 加仓 |
| NFLX | NETFLIX INC. | $40.77万 | 0.05% | 4,240 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $40.65万 | 0.05% | 3,976 | 0 | 0.0% | — | 不变 |
| — | PGIM ETF TR | $40.27万 | 0.05% | 8,000 | 0 | 0.0% | — | 不变 |
| UJAN | INNOVATOR ETFS TRUST | $40.27万 | 0.05% | 9,472 | 848 | 9.8% | $3.60万 | 加仓 |
| DHR | DANAHER CORP DEL | $39.94万 | 0.04% | 2,106 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $39.79万 | 0.04% | 4,402 | 7 | 0.2% | $633 | 加仓 |
| FDX | FEDEX CORP | $39.12万 | 0.04% | 1,098 | 1 | 0.1% | $356 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $39.05万 | 0.04% | 1,398 | 102 | 7.9% | $2.85万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $38.88万 | 0.04% | 2,472 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $38.55万 | 0.04% | 3,250 | 100 | 3.2% | $1.19万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $38.44万 | 0.04% | 547 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $38.02万 | 0.04% | 9,927 | -982 | -9.0% | -$3.76万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $37.95万 | 0.04% | 17,236 | 524 | 3.1% | $1.15万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $37.18万 | 0.04% | 3,690 | 0 | 0.0% | — | 不变 |