WETZEL INVESTMENT ADVISORS, INC.
INDIANAPOLIS IN · SEC CIK 0002009211
$2.52亿2026Q1 申报市值
131持仓数
52.0%前十大占比 · 第一大 9.4%
3 / 4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
SFLR 加仓+$187.67万
DYNF 加仓+$183.90万
VTV 加仓+$174.60万
VOO 加仓+$95.19万
EMGF 加仓+$89.45万
2026Q1 卖出最多 按季末市值估算
VXUS 减仓-$56.05万
ICVT 减仓-$30.80万
MDT 清仓-$26.01万
UNH 清仓-$24.69万
ICE 清仓-$23.18万
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 |
|---|---|---|---|---|---|---|---|---|
| NBSD | NEUBERGER BERMAN ETF TRUST | $129.64万 | 0.52% | 25,565 | 10,407 | 68.7% | $52.77万 | 加仓 |
| IWD | ISHARES TR | $133.44万 | 0.53% | 6,245 | -77 | -1.2% | -$1.65万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $139.37万 | 0.55% | 7,991 | -431 | -5.1% | -$7.52万 | 减仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $142.74万 | 0.57% | 33,666 | -668 | -1.9% | -$2.83万 | 减仓 |
| QDPL | PACER FDS TR | $144.80万 | 0.58% | 35,900 | 200 | 0.6% | $8,067 | 加仓 |
| GOOGL | ALPHABET INC | $148.93万 | 0.59% | 5,179 | -411 | -7.4% | -$11.82万 | 减仓 |
| MSFT | MICROSOFT CORP | $149.10万 | 0.59% | 4,028 | -447 | -10.0% | -$16.55万 | 减仓 |
| MPC | MARATHON PETE CORP | $191.58万 | 0.76% | 7,846 | -203 | -2.5% | -$4.96万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $198.48万 | 0.79% | 9,229 | -32 | -0.3% | -$6,882 | 减仓 |
| VO | VANGUARD INDEX FDS | $199.32万 | 0.79% | 6,941 | -32 | -0.5% | -$9,189 | 减仓 |
| EMGF | ISHARES INC | $215.46万 | 0.86% | 35,654 | 14,803 | 71.0% | $89.45万 | 加仓 |
| WMT | WALMART INC | $251.88万 | 1.00% | 20,227 | 3,685 | 22.3% | $45.89万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $263.67万 | 1.05% | 28,425 | -57 | -0.2% | -$5,287 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $273.40万 | 1.09% | 24,387 | -359 | -1.5% | -$4.02万 | 减仓 |
| IJH | ISHARES TR | $306.13万 | 1.22% | 45,332 | -877 | -1.9% | -$5.92万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $316.21万 | 1.26% | 62,247 | -1,069 | -1.7% | -$5.43万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $334.04万 | 1.33% | 64,324 | 1,934 | 3.1% | $10.04万 | 加仓 |
| AAPL | APPLE INC | $356.43万 | 1.42% | 14,044 | -621 | -4.2% | -$15.76万 | 减仓 |
| C | CITIGROUP INC | $358.84万 | 1.43% | 31,641 | 200 | 0.6% | $2.27万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $382.81万 | 1.52% | 50,912 | -1,829 | -3.5% | -$13.75万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $391.83万 | 1.56% | 58,378 | 10,893 | 22.9% | $73.11万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $430.61万 | 1.71% | 74,013 | 31,609 | 74.5% | $183.90万 | 加仓 |
| ICVT | ISHARES TR | $441.67万 | 1.76% | 43,390 | -3,026 | -6.5% | -$30.80万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $465.49万 | 1.85% | 138,785 | 2,430 | 1.8% | $8.15万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $474.33万 | 1.89% | 23,048 | -615 | -2.6% | -$12.66万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $495.82万 | 1.97% | 7,603 | 101 | 1.3% | $6.59万 | 加仓 |
| IEMG | ISHARES INC | $496.91万 | 1.98% | 71,241 | 818 | 1.2% | $5.71万 | 加仓 |
| GOVT | ISHARES TR | $536.66万 | 2.13% | 234,248 | 14,390 | 6.5% | $32.97万 | 加仓 |
| LLY | ELI LILLY & CO | $1,035.27万 | 4.12% | 11,256 | 410 | 3.8% | $37.71万 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $1,127.25万 | 4.48% | 224,597 | 14,307 | 6.8% | $71.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,168.53万 | 4.65% | 39,724 | -188 | -0.5% | -$5.53万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,264.55万 | 5.03% | 163,993 | -7,269 | -4.2% | -$56.05万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,625.10万 | 6.46% | 27,196 | 1,593 | 6.2% | $95.19万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,723.02万 | 6.85% | 87,820 | 8,899 | 11.3% | $174.60万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $1,734.61万 | 6.90% | 489,437 | 52,953 | 12.1% | $187.67万 | 加仓 |
| IWF | ISHARES TR | $2,364.60万 | 9.40% | 55,455 | 1,016 | 1.9% | $43.32万 | 加仓 |