13F 机构持仓

Bedel Financial Consulting, Inc.

INDIANAPOLIS IN · SEC CIK 0001730511

2026Q22026Q1 更早 9 个季度 🔒
$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
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 33.9%
DFAI 6.7%
VTEB 4.0%
DFAE 3.0%
AAPL 2.2%
AVDV 1.9%
LLY 看跌期权 1.9%
EFG 1.5%
IMCG 1.5%
SPY 1.4%

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
STLD STEEL DYNAMICS INC $36.88万0.04%2,049 00.0% — 不变
GWW WW GRAINGER INC $36.65万0.04%336 00.0% — 不变
COF CAPITAL ONE FINL CORP $36.42万0.04%1,996 -15-0.7% -$2,737 减仓
GS GOLDMAN SACHS GROUP INC $36.12万0.04%427 358.9% $2.96万 加仓
DE DEERE & CO $35.72万0.04%634 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $35.66万0.04%7,103 -182-2.5% -$9,136 减仓
CAH CARDINAL HEALTH INC $35.56万0.04%1,683 00.0% — 不变
BIV VANGUARD BD INDEX FDS $35.47万0.04%4,596 210.5% $1,621 加仓
BMY BRISTOL-MYERS SQUIBB CO $35.18万0.04%5,800 100.2% $606 加仓
BJAN INNOVATOR ETFS TRUST $34.24万0.04%6,420 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC 看跌期权 $33.64万0.04%2,300 2,300— $33.64万 新建仓
IAU ISHARES GOLD TR $33.40万0.04%3,789 00.0% — 不变
EMR EMERSON ELEC CO $33.25万0.04%2,537 -33-1.3% -$4,324 减仓
PMAR INNOVATOR ETFS TRUST $32.84万0.04%7,361 -1,147-13.5% -$5.12万 减仓
UL UNILEVER PLC $32.84万0.04%5,765 00.0% — 不变
IWB ISHARES TR $32.70万0.04%917 00.0% — 不变
CTVA CORTEVA INC $32.45万0.04%3,876 10.0% $84 加仓
ET ENERGY TRANSFER L P $32.17万0.04%16,667 740.4% $1,428 加仓
DGRO ISHARES TR $32.10万0.04%4,574 -113-2.4% -$7,930 减仓
TPIF TIMOTHY PLAN $32.06万0.04%8,895 1,84726.2% $6.66万 加仓
GEV GE VERNOVA INC $32.04万0.04%367 00.0% — 不变
USMV ISHARES TR $31.73万0.04%3,421 60.2% $556 加仓
BLK BLACKROCK INC $31.54万0.04%328 -6-1.8% -$5,770 减仓
RING ISHARES INC $31.31万0.04%3,965 00.0% — 不变
WWJD NORTHERN LTS FD TR IV $31.23万0.04%8,353 1,79327.3% $6.70万 加仓
ALL ALLSTATE CORP $31.10万0.04%1,500 10.1% $207 加仓
ELCV STRATEGY SHS $29.86万0.03%10,297 1,76420.7% $5.12万 加仓
BA BOEING CO $29.73万0.03%1,494 -102-6.4% -$2.03万 减仓
VT VANGUARD INTL EQUITY INDEX F $29.60万0.03%2,140 00.0% — 不变
VSS VANGUARD INTL EQUITY INDEX F $29.16万0.03%2,000 00.0% — 不变
SGOV ISHARES TR $28.97万0.03%2,878 10.0% $101 加仓
CB CHUBB LTD SWITZ $28.94万0.03%888 00.0% — 不变
MTRN MATERION CORP $28.93万0.03%2,000 00.0% — 不变
PLD PROLOGIS INC. $28.67万0.03%2,169 00.0% — 不变
PAUG INNOVATOR ETFS TRUST $28.23万0.03%6,609 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $27.91万0.03%1,031 -68-6.2% -$1.84万 减仓
C CITIGROUP INC $27.87万0.03%2,457 00.0% — 不变
IEFA ISHARES TR $27.59万0.03%3,048 3,048— $27.59万 新建仓
Q QNITY ELECTRONICS INC $27.55万0.03%2,387 2,387— $27.55万 新建仓
LDUR PIMCO ETF TR $27.22万0.03%2,841 00.0% — 不变
LMT LOCKHEED MARTIN CORP $26.88万0.03%445 215.0% $1.27万 加仓
— INNOVATOR ETFS TRUST $26.55万0.03%7,373 -1,098-13.0% -$3.95万 减仓
VGK VANGUARD INTL EQUITY INDEX F $26.49万0.03%3,214 31110.7% $2.56万 加仓
FDN FIRST TR EXCHANGE-TRADED FD $26.33万0.03%1,125 -3,750-76.9% -$87.76万 减仓
XMHQ INVESCO EXCHANGE TRADED FD T $26.20万0.03%2,535 00.0% — 不变
IEMG ISHARES INC $26.14万0.03%3,748 3,748— $26.14万 新建仓
GDX VANECK ETF TRUST $26.12万0.03%2,846 00.0% — 不变
MDLZ MONDELEZ INTL INC $25.99万0.03%4,509 10.0% $58 加仓
NI NISOURCE INC $25.85万0.03%5,540 00.0% — 不变
TMUS T-MOBILE US INC $25.36万0.03%1,208 20.2% $420 加仓
EVRG EVERGY INC $25.20万0.03%3,076 00.0% — 不变
SLV ISHARES SILVER TR $25.17万0.03%3,694 -715-16.2% -$4.87万 减仓
IBD NORTHERN LTS FD TR IV $25.11万0.03%10,526 9219.6% $2.20万 加仓
PDEC INNOVATOR ETFS TRUST $25.11万0.03%5,908 00.0% — 不变
TIP ISHARES TR $25.07万0.03%2,272 00.0% — 不变
— CALAMOS ETF TR $25.04万0.03%12,061 00.0% — 不变
SCMB SCHWAB STRATEGIC TR $24.79万0.03%9,729 00.0% — 不变
XLI SELECT SECTOR SPDR TR $24.70万0.03%1,527 00.0% — 不变
THO THOR INDS INC $24.46万0.03%3,062 00.0% — 不变
IRM IRON MTN INC DEL $24.43万0.03%2,392 281.2% $2,860 重新持有
RDVY FIRST TR EXCHANGE TRADED FD $24.41万0.03%3,575 00.0% — 不变
ABT ABBOTT LABORATORIES $24.30万0.03%2,367 00.0% — 不变
BIBL NORTHERN LTS FD TR IV $24.13万0.03%5,117 70.1% $330 加仓
EXC EXELON CORP $24.11万0.03%4,919 300.6% $1,471 加仓
IXUS ISHARES TR $23.97万0.03%2,767 00.0% — 不变
MCK MCKESSON CORP $23.97万0.03%277 00.0% — 不变
BUFF INNOVATOR ETFS TRUST $23.92万0.03%4,842 -41-0.8% -$2,026 减仓
ACN ACCENTURE PLC IRELAND $23.87万0.03%1,204 -141-10.5% -$2.80万 减仓
AZN ASTRAZENECA PLC $23.67万0.03%1,200 1,200— $23.67万 新建仓
MPC MARATHON PETE CORP $23.61万0.03%967 967— $23.61万 新建仓
ENB ENBRIDGE INC $23.60万0.03%4,359 00.0% — 不变
DOW DOW HLDGS INC $23.58万0.03%5,662 5,662— $23.58万 新建仓
RIO RIO TINTO PLC $23.31万0.03%2,498 2,498— $23.31万 新建仓
CRM SALESFORCE INC $23.26万0.03%1,246 -12-1.0% -$2,240 减仓
XLK SELECT SECTOR SPDR TR $22.99万0.03%1,730 00.0% — 不变
GUNR FLEXSHARES TR $22.80万0.03%4,133 4,133— $22.80万 新建仓
WELL WELLTOWER INC $22.80万0.03%1,153 00.0% — 不变
RMD RESMED INC $22.45万0.03%1,000 00.0% — 不变
GILD GILEAD SCIENCES INC $22.39万0.03%1,606 1,606— $22.39万 新建仓
— DUPONT DE NEMOURS INC $22.35万0.03%4,881 1964.2% $8,976 重新持有
JIG J P MORGAN EXCHANGE TRADED F $21.52万0.02%2,899 -211-6.8% -$1.57万 减仓
TGT TARGET CORP $21.46万0.02%1,771 1,771— $21.46万 新建仓
HBNC HORIZON BANCORP IND $21.44万0.02%12,937 00.0% — 不变
— INNOVATOR ETFS TRUST $21.12万0.02%6,224 00.0% — 不变
— INNOVATOR ETFS TRUST $21.07万0.02%5,722 00.0% — 不变
VOT VANGUARD INDEX FDS $20.67万0.02%803 243.1% $6,177 加仓
TTE TOTALENERGIES SE $20.60万0.02%2,264 2,264— $20.60万 新建仓
IYH ISHARES TR $20.51万0.02%3,327 00.0% — 不变
SUB ISHARES TR $20.50万0.02%1,925 1,925— $20.50万 新建仓
PTL NORTHERN LTS FD TR IV $20.45万0.02%816 816— $20.45万 新建仓
XLY SELECT SECTOR SPDR TR $20.10万0.02%1,844 -104-5.3% -$1.13万 减仓
CAG CONAGRA BRANDS INC $18.39万0.02%11,696 00.0% — 不变
RLMD RELMADA THERAPEUTICS INC $6.96万0.01%10,000 00.0% — 不变
IRD OPUS GENETICS INC $6.83万0.01%15,000 00.0% — 不变
— EATON VANCE SR INCOME TR $5.97万0.01%11,962 00.0% — 不变
— INOTIV INC $4,0730.00%14,945 00.0% — 不变
CTAS CINTAS CORP $00.00%0 -3,812-100.0% -$71.69万 清仓
PWV INVESCO EXCHANGE TRADED FD T $00.00%0 -8,832-100.0% -$58.75万 清仓
WAT WATERS CORP $00.00%0 —— — 申报中断
QBTS D-WAVE QUANTUM INC $00.00%0 —— — 申报中断