13F 机构持仓

WETZEL INVESTMENT ADVISORS, INC.

INDIANAPOLIS IN · SEC CIK 0002009211

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.89亿2026Q2
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

VOO 9.1%
SFLR 8.4%
IWF 7.9%
VTV 5.3%
LLY 4.7%
JPM 4.5%
BRTR 4.4%
GOVT 3.7%
VXUS 3.6%
DYNF 2.8%

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
USHY ISHARES TR $102.84万0.36%27,779 -7,399-21.0% -$27.39万 减仓
IWD ISHARES TR $105.97万0.37%4,371 -1,874-30.0% -$45.43万 减仓
PRU PRUDENTIAL FINL INC $106.67万0.37%9,883 -134-1.3% -$1.45万 减仓
CORO BLACKROCK ETF TRUST $107.13万0.37%29,271 29,271— $107.13万 新建仓
AVGO BROADCOM INC $111.10万0.38%2,941 -407-12.2% -$15.37万 减仓
IEFA ISHARES TR $112.60万0.39%11,659 -1,835-13.6% -$17.72万 减仓
ETN EATON CORP PLC $112.84万0.39%2,648 -214-7.5% -$9.12万 减仓
QQQ INVESCO QQQ TR $122.01万0.42%1,655 00.0% — 不变
USMV ISHARES TR $123.57万0.43%12,811 -806-5.9% -$7.77万 减仓
ICVT ISHARES TR $127.60万0.44%10,481 -32,909-75.8% -$400.63万 减仓
FEX FIRST TR EXCHANGE-TRADED ALP $130.71万0.45%9,345 -125-1.3% -$1.75万 减仓
MSFT MICROSOFT CORP $145.85万0.51%3,910 -118-2.9% -$4.40万 减仓
DMAR FIRST TR EXCHNG TRADED FD VI $146.64万0.51%32,783 -883-2.6% -$3.95万 减仓
QDPL PACER FDS TR $162.70万0.56%35,900 00.0% — 不变
WMT WALMART INC $174.23万0.60%15,383 -4,844-23.9% -$54.86万 减仓
NVDA NVIDIA CORPORATION $182.14万0.63%9,103 1,11213.9% $22.25万 加仓
GOOGL ALPHABET INC $185.01万0.64%5,177 -2-0.0% -$715 减仓
MPC MARATHON PETE CORP $190.37万0.66%7,446 -400-5.1% -$10.23万 减仓
VIG VANGUARD SPECIALIZED FUNDS $213.81万0.74%9,036 -193-2.1% -$4.57万 减仓
VO VANGUARD INDEX FDS $215.57万0.75%26,756 -1,008-3.6% -$8.12万 减仓
EMGF ISHARES INC $245.17万0.85%33,466 -2,188-6.1% -$16.03万 减仓
FTCS FIRST TR EXCHANGE-TRADED FD $261.59万0.91%27,853 -572-2.0% -$5.37万 减仓
BNDX VANGUARD CHARLOTTE FDS $275.29万0.95%56,843 40,081239.1% $194.11万 加仓
BINC BLACKROCK ETF TRUST II $291.95万1.01%55,779 -8,545-13.3% -$44.72万 减仓
FDL FIRST TR EXCHANGE-TRADED FD $293.23万1.02%60,260 -1,987-3.2% -$9.67万 减仓
IALT BLACKROCK ETF TRUST $300.68万1.04%107,196 107,196— $300.68万 新建仓
IJH ISHARES TR $321.17万1.11%41,651 -3,681-8.1% -$28.38万 减仓
THRO BLACKROCK ETF TRUST $339.67万1.18%78,792 59,489308.2% $256.46万 加仓
AAPL APPLE INC $383.84万1.33%13,265 -779-5.5% -$22.54万 减仓
C CITIGROUP INC $386.86万1.34%27,641 -4,000-12.6% -$55.98万 减仓
SPMO INVESCO EXCH TRADED FD TR II $387.42万1.34%23,983 -404-1.7% -$6.53万 减仓
IEMG ISHARES INC $438.58万1.52%52,943 -18,298-25.7% -$151.58万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $445.45万1.54%49,439 -1,473-2.9% -$13.27万 减仓
SPIB SPDR SERIES TRUST $479.38万1.66%143,270 4,4853.2% $15.01万 加仓
VXF VANGUARD INDEX FDS $505.15万1.75%20,517 -2,531-11.0% -$62.32万 减仓
JHMM JOHN HANCOCK EXCHANGE TRADED $513.63万1.78%68,521 10,14317.4% $76.03万 加仓
SPY STATE STR SPDR S&P 500 ETF T $569.06万1.97%7,601 -2-0.0% -$1,497 减仓
DYNF BLACKROCK ETF TRUST $804.48万2.79%118,288 44,27559.8% $301.11万 加仓
VXUS VANGUARD STAR FDS $1,048.17万3.63%122,607 -41,386-25.2% -$353.81万 减仓
GOVT ISHARES TR $1,062.76万3.68%466,531 232,28399.2% $529.14万 加仓
BRTR BLACKROCK ETF TRUST II $1,274.65万4.42%253,283 28,68612.8% $144.36万 加仓
JPM JPMORGAN CHASE & CO $1,286.43万4.46%39,301 -423-1.1% -$13.85万 减仓
LLY ELI LILLY & CO $1,350.07万4.68%11,256 00.0% — 不变
VTV VANGUARD INDEX FDS $1,528.17万5.29%70,122 -17,698-20.2% -$385.69万 减仓
IWF ISHARES TR $2,283.84万7.91%183,929 -37,891-17.1% -$470.49万 减仓
SFLR INNOVATOR ETFS TRUST $2,436.54万8.44%631,184 141,74729.0% $547.18万 加仓
VOO VANGUARD INDEX FDS $2,616.47万9.06%38,096 10,90040.1% $748.62万 加仓