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
IWN ISHARES TR $113.27万0.11%5,121 -89-1.7% -$1.97万 减仓
FNDX SCHWAB STRATEGIC TR $112.09万0.11%36,040 450.1% $1,400 加仓
PSEP INNOVATOR ETFS TRUST $108.81万0.10%23,628 -203-0.9% -$9,348 减仓
V VISA INC $107.60万0.10%3,136 10.0% $343 加仓
IWO ISHARES TR $107.55万0.10%2,730 30.1% $1,182 加仓
IWP ISHARES TR $106.53万0.10%7,276 871.2% $1.27万 加仓
PJAN INNOVATOR ETFS TRUST $105.05万0.10%21,227 -4-0.0% -$198 减仓
PNOV INNOVATOR ETFS TRUST $104.96万0.10%23,667 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $104.34万0.10%2,185 -62-2.8% -$2.96万 减仓
PM PHILIP MORRIS INTL INC $104.30万0.10%5,765 10.0% $181 加仓
SCHB SCHWAB STRATEGIC TR $104.01万0.10%35,914 450.1% $1,303 加仓
ADP AUTOMATIC DATA PROCESSING IN $103.80万0.10%4,635 -48-1.0% -$1.07万 减仓
FFBC 1ST FINL BANCORP $101.83万0.10%30,100 1,8276.5% $6.18万 加仓
IUSG ISHARES TR $101.17万0.10%5,379 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $100.65万0.09%2,603 -5-0.2% -$1,933 减仓
PLTR PALANTIR TECHNOLOGIES INC $100.50万0.09%8,614 1601.9% $1.87万 加仓
VEA VANGUARD TAX-MANAGED FDS $96.08万0.09%13,485 2,13618.8% $15.22万 加仓
VO VANGUARD INDEX FDS $94.16万0.09%11,687 1,34713.0% $10.85万 加仓
BAC BANK OF AMER CORP $93.77万0.09%16,456 1841.1% $1.05万 加仓
VNQ VANGUARD INDEX FDS $92.96万0.09%9,640 2893.1% $2.79万 加仓
MRK MERCK & CO INC $90.14万0.08%7,015 861.2% $1.11万 加仓
IBM INTERNATIONAL BUSINESS MACHS $88.62万0.08%3,151 -29-0.9% -$8,156 减仓
SCZ ISHARES TR $87.24万0.08%10,604 90.1% $740 加仓
USB US BANCORP $86.52万0.08%14,325 1,0077.6% $6.08万 加仓
IBHG ISHARES TR $86.12万0.08%39,002 9,17530.8% $20.26万 加仓
CSX CSX CORP $84.27万0.08%17,730 00.0% — 不变
FBTC FIDELITY WISE ORIGIN BITCOIN $83.56万0.08%16,368 1911.2% $9,751 加仓
GD GENERAL DYNAMICS CORP $83.36万0.08%2,353 -154-6.1% -$5.46万 减仓
RSP INVESCO EXCHANGE TRADED FD T $82.21万0.08%3,864 -198-4.9% -$4.21万 减仓
ITW ILLINOIS TOOL WKS INC $82.01万0.08%3,032 00.0% — 不变
VBR VANGUARD INDEX FDS $81.94万0.08%3,372 170.5% $4,131 加仓
SCHX SCHWAB STRATEGIC TR $81.06万0.08%27,545 -1,590-5.5% -$4.68万 减仓
NEE NEXTERA ENERGY INC $80.59万0.08%9,182 10.0% $88 加仓
ORLY OREILLY AUTOMOTIVE INC $80.22万0.08%8,711 00.0% — 不变
SPLV INVESCO EXCH TRADED FD TR II $80.11万0.08%10,696 40.0% $300 加仓
PFEB INNOVATOR ETFS TRUST $76.37万0.07%17,736 00.0% — 不变
PFE PFIZER INC $76.06万0.07%31,588 -1,789-5.4% -$4.31万 减仓
DVY ISHARES TR $75.83万0.07%4,851 00.0% — 不变
DISV DIMENSIONAL ETF TRUST $72.44万0.07%18,052 -94-0.5% -$3,772 减仓
HON HONEYWELL INTL INC $71.92万0.07%3,212 -3,220-50.1% -$72.10万 减仓
HONA HONEYWELL AEROSPACE INC $71.01万0.07%3,212 3,212— $71.01万 新建仓
MO ALTRIA GROUP INC $68.73万0.06%9,552 00.0% — 不变
MUNI PIMCO ETF TR $68.08万0.06%12,943 00.0% — 不变
NVS NOVARTIS AG $67.80万0.06%4,326 -356-7.6% -$5.58万 减仓
MS MORGAN STANLEY $67.78万0.06%3,243 10.0% $209 加仓
ETN EATON CORP PLC $67.40万0.06%1,582 -13-0.8% -$5,538 减仓
WFC WELLS FARGO & CO $67.22万0.06%8,135 -337-4.0% -$2.78万 减仓
GE GE AEROSPACE $66.96万0.06%1,792 19712.4% $7.36万 加仓
SMMU PIMCO ETF TR $66.58万0.06%13,184 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $66.14万0.06%2,795 00.0% — 不变
— MATTHEWS ASIA FDS $63.88万0.06%14,113 -323-2.2% -$1.46万 减仓
QCOM QUALCOMM INC $63.45万0.06%3,434 30.1% $554 加仓
BSX BOSTON SCIENTIFIC CORP $62.39万0.06%14,618 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $62.19万0.06%19,611 -13,373-40.5% -$42.41万 减仓
— DIMENSIONAL ETF TRUST $61.93万0.06%14,841 240.2% $1,002 加仓
IJT ISHARES TR $61.55万0.06%3,446 00.0% — 不变
DUK DUKE ENERGY CORP NEW $61.19万0.06%4,834 2655.8% $3.35万 加仓
QQQ INVESCO QQQ TR $60.47万0.06%821 719.5% $5.23万 加仓
— INNOVATOR ETFS TRUST $60.31万0.06%14,593 00.0% — 不变
PMAY INNOVATOR ETFS TRUST $59.92万0.06%14,508 00.0% — 不变
BALL BALL CORP $59.90万0.06%9,600 00.0% — 不变
MPLX MPLX LP $59.89万0.06%10,632 810.8% $4,563 加仓
AMGN AMGEN INC $59.68万0.06%1,648 422.6% $1.52万 加仓
MTRN MATERION CORP $59.48万0.06%2,000 00.0% — 不变
TJX TJX COS INC NEW $58.25万0.05%3,845 -46-1.2% -$6,969 减仓
IEI ISHARES TR $56.88万0.05%4,843 -98-2.0% -$1.15万 减仓
UNP UNION PAC CORP $56.40万0.05%2,074 00.0% — 不变
EEM ISHARES TR $55.78万0.05%8,153 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $54.38万0.05%15,052 -77-0.5% -$2,782 减仓
IJR ISHARES TR $53.72万0.05%3,622 -586-13.9% -$8.69万 减仓
AFL AFLAC INC $53.44万0.05%4,558 4,558— $53.44万 新建仓
XLF SELECT SECTOR SPDR TR $53.19万0.05%9,922 -117-1.2% -$6,273 减仓
SYK STRYKER CORPORATION $53.00万0.05%1,683 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $52.90万0.05%3,867 00.0% — 不变
SPHQ INVESCO EXCHANGE TRADED FD T $50.43万0.05%5,597 -37-0.7% -$3,334 减仓
NJR NEW JERSEY RES CORP $50.33万0.05%8,982 230.3% $1,289 加仓
MMM 3M CO $50.04万0.05%3,091 280.9% $4,533 加仓
MU MICRON TECHNOLOGY INC $49.53万0.05%429 429— $49.53万 新建仓
BUFF INNOVATOR ETFS TRUST $48.38万0.05%9,184 4,34289.7% $22.87万 加仓
SBUX STARBUCKS CORP $48.37万0.05%4,733 00.0% — 不变
MDY STATE STR SPDR S&P MIDCAP 40 $48.32万0.05%687 00.0% — 不变
STLD STEEL DYNAMICS INC $47.02万0.04%2,049 00.0% — 不变
LITE LUMENTUM HLDGS INC $46.94万0.04%547 00.0% — 不变
MA MASTERCARD INCORPORATED $46.65万0.04%908 00.0% — 不变
— INNOVATOR ETFS TRUST $46.45万0.04%11,394 1,46714.8% $5.98万 加仓
KMB KIMBERLY-CLARK CORP $45.81万0.04%4,173 -356-7.9% -$3.91万 减仓
GWW WW GRAINGER INC $45.71万0.04%336 00.0% — 不变
EXLS EXLSERVICE HLDGS INC $44.11万0.04%17,057 -9,500-35.8% -$24.57万 减仓
DIHP DIMENSIONAL ETF TRUST $44.08万0.04%12,918 160.1% $546 加仓
IUSV ISHARES TR $43.80万0.04%3,976 00.0% — 不变
GEV GE VERNOVA INC $43.47万0.04%370 30.8% $3,525 加仓
SO SOUTHERN CO $43.44万0.04%4,539 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $43.19万0.04%427 00.0% — 不变
FE FIRSTENERGY CORP $42.85万0.04%9,014 50.1% $238 加仓
Q QNITY ELECTRONICS INC $42.78万0.04%2,620 2339.8% $3.80万 加仓
KR KROGER CO $42.77万0.04%7,702 150.2% $833 加仓
COP CONOCOPHILLIPS $42.03万0.04%4,043 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $41.40万0.04%996 -35-3.4% -$1.45万 减仓
SHOP SHOPIFY INC $40.88万0.04%3,580 33010.2% $3.77万 加仓
UJAN INNOVATOR ETFS TRUST $40.46万0.04%8,925 -547-5.8% -$2.48万 减仓