WETZEL INVESTMENT ADVISORS, INC.
INDIANAPOLIS IN · SEC CIK 0002009211
$2.89亿2026Q2 申报市值
139持仓数
54.4%前十大占比 · 第一大 9.1%
15 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VOO 加仓+$748.62万
SFLR 加仓+$547.18万
GOVT 加仓+$529.14万
DYNF 加仓+$301.11万
IALT 新建仓+$300.68万
2026Q2 卖出最多 按季末市值估算
IWF 减仓-$470.49万
ICVT 减仓-$400.63万
VTV 减仓-$385.69万
VXUS 减仓-$353.81万
IEMG 减仓-$151.58万
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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -4,771 | -100.0% | -$70.66万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,592 | -100.0% | -$32.94万 | 清仓 |
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,675 | -100.0% | -$30.87万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -2,783 | -100.0% | -$27.03万 | 清仓 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,153 | -100.0% | -$25.05万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,294 | -100.0% | -$23.57万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -1,194 | -100.0% | -$23.41万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,173 | -100.0% | -$21.90万 | 清仓 |
| — | PROQR THRAPEUTICS N V | $1.95万 | 0.01% | 10,500 | 10,500 | — | $1.95万 | 新建仓 |
| ICSH | ISHARES TR | $20.04万 | 0.07% | 3,962 | -7,693 | -66.0% | -$38.91万 | 减仓 |
| KXI | ISHARES TR | $20.04万 | 0.07% | 2,968 | 2,968 | — | $20.04万 | 新建仓 |
| KO | COCA COLA CO | $20.60万 | 0.07% | 2,518 | -709 | -22.0% | -$5.80万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $20.73万 | 0.07% | 707 | -92 | -11.5% | -$2.70万 | 减仓 |
| INTF | ISHARES TR | $20.74万 | 0.07% | 5,063 | -1,900 | -27.3% | -$7.78万 | 减仓 |
| TJX | TJX COS INC NEW | $20.91万 | 0.07% | 1,380 | -264 | -16.1% | -$4.00万 | 减仓 |
| CALF | PACER FDS TR | $21.16万 | 0.07% | 4,181 | -2,270 | -35.2% | -$11.49万 | 减仓 |
| IEF | ISHARES TR | $21.31万 | 0.07% | 2,253 | 2,253 | — | $21.31万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $21.53万 | 0.07% | 2,763 | -4,865 | -63.8% | -$37.90万 | 减仓 |
| VLUE | ISHARES TR | $21.82万 | 0.08% | 1,092 | 1,092 | — | $21.82万 | 新建仓 |
| TSLA | TESLA INC | $21.96万 | 0.08% | 522 | -47 | -8.3% | -$1.98万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $21.97万 | 0.08% | 2,051 | -78 | -3.7% | -$8,356 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $22.59万 | 0.08% | 7,800 | 0 | 0.0% | — | 重新持有 |
| AEE | AMEREN CORP | $22.61万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $22.92万 | 0.08% | 1,203 | -304 | -20.2% | -$5.79万 | 减仓 |
| GE | GE AEROSPACE | $22.98万 | 0.08% | 615 | 615 | — | $22.98万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.67万 | 0.08% | 5,590 | -1,564 | -21.9% | -$6.62万 | 减仓 |
| ABBV | ABBVIE INC | $24.11万 | 0.08% | 958 | -30 | -3.0% | -$7,549 | 减仓 |
| EUHY | ISHARES INC | $24.20万 | 0.08% | 4,493 | 4,493 | — | $24.20万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $24.64万 | 0.09% | 1,619 | -93 | -5.4% | -$1.42万 | 减仓 |
| V | VISA INC | $25.56万 | 0.09% | 745 | -73 | -8.9% | -$2.50万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $25.87万 | 0.09% | 1,146 | -140 | -10.9% | -$3.16万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $25.98万 | 0.09% | 9,378 | -5,287 | -36.1% | -$14.65万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $26.19万 | 0.09% | 5,000 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $26.55万 | 0.09% | 2,682 | -377 | -12.3% | -$3.73万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $26.88万 | 0.09% | 2,292 | -161 | -6.6% | -$1.89万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $27.53万 | 0.10% | 5,693 | -721 | -11.2% | -$3.49万 | 减仓 |
| NI | NISOURCE INC | $27.70万 | 0.10% | 5,826 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES TR | $27.78万 | 0.10% | 3,131 | 3,131 | — | $27.78万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $29.11万 | 0.10% | 4,829 | -1,982 | -29.1% | -$11.95万 | 减仓 |
| META | META PLATFORMS INC | $29.23万 | 0.10% | 519 | -167 | -24.3% | -$9.41万 | 减仓 |
| CME | CME GROUP INC | $29.66万 | 0.10% | 1,343 | -169 | -11.2% | -$3.73万 | 减仓 |
| GLW | CORNING INC | $29.99万 | 0.10% | 1,174 | 1,174 | — | $29.99万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $30.04万 | 0.10% | 1,348 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $30.09万 | 0.10% | 3,326 | -361 | -9.8% | -$3.27万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $30.09万 | 0.10% | 518 | 518 | — | $30.09万 | 新建仓 |
| — | WEBSTER FINL CORP | $30.57万 | 0.11% | 4,000 | 0 | 0.0% | — | 不变 |
| — | STRATEGY SHS | $30.65万 | 0.11% | 12,185 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $30.81万 | 0.11% | 5,801 | -114 | -1.9% | -$6,055 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $31.16万 | 0.11% | 1,682 | -91 | -5.1% | -$1.69万 | 减仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $31.80万 | 0.11% | 6,986 | -100 | -1.4% | -$4,552 | 减仓 |
| KHC | KRAFT HEINZ CO | $32.00万 | 0.11% | 13,546 | 13,546 | — | $32.00万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $32.02万 | 0.11% | 6,646 | -5,452 | -45.1% | -$26.27万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $32.31万 | 0.11% | 2,205 | -428 | -16.3% | -$6.27万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $32.66万 | 0.11% | 8,107 | -5,671 | -41.2% | -$22.85万 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $33.54万 | 0.12% | 2,740 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $33.54万 | 0.12% | 4,708 | 4,708 | — | $33.54万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $34.18万 | 0.12% | 9,270 | -61 | -0.7% | -$2,249 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $35.07万 | 0.12% | 6,647 | 6,647 | — | $35.07万 | 新建仓 |
| HD | HOME DEPOT INC | $35.20万 | 0.12% | 998 | -224 | -18.3% | -$7.90万 | 减仓 |
| UNM | UNUM GROUP | $35.54万 | 0.12% | 3,975 | -115 | -2.8% | -$1.03万 | 减仓 |
| QCOM | QUALCOMM INC | $36.99万 | 0.13% | 2,002 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $38.59万 | 0.13% | 2,983 | -421 | -12.4% | -$5.45万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $38.63万 | 0.13% | 3,300 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $38.67万 | 0.13% | 2,464 | -1,215 | -33.0% | -$19.07万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $39.94万 | 0.14% | 3,000 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $41.09万 | 0.14% | 7,275 | -242 | -3.2% | -$1.37万 | 减仓 |
| CB | CHUBB LIMITED | $41.80万 | 0.14% | 1,223 | -265 | -17.8% | -$9.06万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $42.06万 | 0.15% | 2,651 | 9 | 0.3% | $1,428 | 加仓 |
| — | CARILLON SER TR | $42.20万 | 0.15% | 14,356 | 14,356 | — | $42.20万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $44.02万 | 0.15% | 5,877 | 86 | 1.5% | $6,441 | 加仓 |
| MTRN | MATERION CORP | $44.61万 | 0.15% | 1,500 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $44.93万 | 0.16% | 3,825 | -695 | -15.4% | -$8.16万 | 减仓 |
| PFE | PFIZER INC | $46.72万 | 0.16% | 19,402 | -2,213 | -10.2% | -$5.33万 | 减仓 |
| DGRO | ISHARES TR | $47.57万 | 0.16% | 6,276 | -73 | -1.1% | -$5,533 | 减仓 |
| IJR | ISHARES TR | $49.46万 | 0.17% | 3,335 | -1,958 | -37.0% | -$29.04万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $51.94万 | 0.18% | 1,247 | -119 | -8.7% | -$4.96万 | 减仓 |
| IWB | ISHARES TR | $53.19万 | 0.18% | 1,299 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $53.34万 | 0.18% | 3,759 | -66 | -1.7% | -$9,365 | 减仓 |
| MINO | PIMCO ETF TR | $54.91万 | 0.19% | 12,000 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $55.21万 | 0.19% | 1,124 | -148 | -11.6% | -$7.27万 | 减仓 |
| HDEF | DBX ETF TR | $56.94万 | 0.20% | 17,716 | -676 | -3.7% | -$2.17万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $58.86万 | 0.20% | 13,365 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $61.11万 | 0.21% | 2,564 | -9 | -0.3% | -$2,145 | 减仓 |
| ITOT | ISHARES TR | $61.81万 | 0.21% | 3,763 | -603 | -13.8% | -$9.91万 | 减仓 |
| ALL | ALLSTATE CORP | $66.16万 | 0.23% | 2,768 | -17 | -0.6% | -$4,063 | 减仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $68.63万 | 0.24% | 14,564 | -644 | -4.2% | -$3.03万 | 减仓 |
| COWZ | PACER FDS TR | $71.53万 | 0.25% | 11,500 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $75.57万 | 0.26% | 5,527 | -100 | -1.8% | -$1.37万 | 减仓 |
| COP | CONOCOPHILLIPS | $75.86万 | 0.26% | 7,297 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $76.46万 | 0.26% | 5,029 | 500 | 11.0% | $7.60万 | 加仓 |
| UNP | UNION PAC CORP | $78.34万 | 0.27% | 2,880 | -62 | -2.1% | -$1.69万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $79.45万 | 0.28% | 15,707 | 188 | 1.2% | $9,509 | 加仓 |
| APA | APA CORPORATION | $84.66万 | 0.29% | 25,993 | 79 | 0.3% | $2,573 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $84.67万 | 0.29% | 14,915 | -220 | -1.5% | -$1.25万 | 减仓 |
| — | BANK OF AMER CORP | $87.81万 | 0.30% | 700 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $89.14万 | 0.31% | 3,534 | -372 | -9.5% | -$9.38万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $93.17万 | 0.32% | 9,100 | 6,800 | 295.7% | $69.63万 | 加仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $98.41万 | 0.34% | 19,484 | -6,081 | -23.8% | -$30.71万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $99.89万 | 0.35% | 3,933 | -157 | -3.8% | -$3.99万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $100.08万 | 0.35% | 867 | -2 | -0.2% | -$2,309 | 减仓 |