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 |
|---|---|---|---|---|---|---|---|---|
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,688 | -100.0% | -$26.01万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -748 | -100.0% | -$24.69万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,431 | -100.0% | -$23.18万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -398 | -100.0% | -$20.80万 | 清仓 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLK | SELECT SECTOR SPDR TR | $20.03万 | 0.08% | 1,507 | -37 | -2.4% | -$4,917 | 减仓 |
| TSLA | TESLA INC | $21.15万 | 0.08% | 569 | 17 | 3.1% | $6,320 | 加仓 |
| ABBV | ABBVIE INC | $21.49万 | 0.09% | 988 | 0 | 0.0% | — | 不变 |
| MTRN | MATERION CORP | $21.70万 | 0.09% | 1,500 | 1,500 | — | $21.70万 | 新建仓 |
| CRM | SALESFORCE INC | $21.90万 | 0.09% | 1,173 | -170 | -12.7% | -$3.17万 | 减仓 |
| AEE | AMEREN CORP | $21.98万 | 0.09% | 2,000 | 0 | 0.0% | — | 重新持有 |
| APD | AIR PRODUCTS AND CHEMICALS I | $23.21万 | 0.09% | 799 | -146 | -15.4% | -$4.24万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $23.41万 | 0.09% | 1,194 | -159 | -11.8% | -$3.12万 | 减仓 |
| PSX | PHILLIPS 66 | $23.57万 | 0.09% | 1,294 | 1,294 | — | $23.57万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $23.60万 | 0.09% | 2,129 | -6 | -0.3% | -$665 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $24.32万 | 0.10% | 2,300 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $24.71万 | 0.10% | 3,227 | -58 | -1.8% | -$4,442 | 减仓 |
| V | VISA INC | $24.72万 | 0.10% | 818 | -40 | -4.7% | -$1.21万 | 减仓 |
| SDY | SPDR SERIES TRUST | $24.98万 | 0.10% | 1,712 | -555 | -24.5% | -$8.10万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $25.05万 | 0.10% | 1,153 | 1,153 | — | $25.05万 | 新建仓 |
| QCOM | QUALCOMM INC | $25.78万 | 0.10% | 2,002 | 16 | 0.8% | $2,060 | 加仓 |
| TJX | TJX COS INC NEW | $26.25万 | 0.10% | 1,644 | -126 | -7.1% | -$2.01万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $26.36万 | 0.10% | 1,286 | -126 | -8.9% | -$2.58万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $26.65万 | 0.11% | 5,000 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $26.73万 | 0.11% | 2,453 | -5 | -0.2% | -$545 | 减仓 |
| EFA | ISHARES TR | $27.03万 | 0.11% | 2,783 | 160 | 6.1% | $1.55万 | 加仓 |
| INTF | ISHARES TR | $27.13万 | 0.11% | 6,963 | -1,254 | -15.3% | -$4.89万 | 减仓 |
| NI | NISOURCE INC | $27.18万 | 0.11% | 5,826 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $27.77万 | 0.11% | 4,000 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $28.67万 | 0.11% | 1,773 | 21 | 1.2% | $3,396 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $28.89万 | 0.11% | 9,331 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $28.95万 | 0.12% | 6,451 | -442 | -6.4% | -$1.98万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $29.37万 | 0.12% | 869 | -300 | -25.7% | -$10.14万 | 减仓 |
| UNM | UNUM GROUP | $29.87万 | 0.12% | 4,090 | -100 | -2.4% | -$7,303 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $30.08万 | 0.12% | 2,740 | 0 | 0.0% | — | 不变 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $30.14万 | 0.12% | 7,086 | -130 | -1.8% | -$5,529 | 减仓 |
| AGG | ISHARES TR | $30.36万 | 0.12% | 3,059 | 1 | 0.0% | $99 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $30.49万 | 0.12% | 3,300 | 700 | 26.9% | $6.47万 | 加仓 |
| IYG | ISHARES TR | $30.54万 | 0.12% | 3,687 | 0 | 0.0% | — | 不变 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $30.67万 | 0.12% | 6,414 | -68 | -1.0% | -$3,252 | 减仓 |
| VOE | VANGUARD INDEX FDS | $30.87万 | 0.12% | 1,675 | 472 | 39.2% | $8.70万 | 加仓 |
| WM | WASTE MGMT INC DEL | $30.98万 | 0.12% | 1,348 | -276 | -17.0% | -$6.34万 | 减仓 |
| CVX | CHEVRON CORPORATION | $32.94万 | 0.13% | 1,592 | -24 | -1.5% | -$4,966 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $34.58万 | 0.14% | 2,633 | -482 | -15.5% | -$6.33万 | 减仓 |
| CSCO | CISCO SYS INC | $35.07万 | 0.14% | 4,520 | -379 | -7.7% | -$2.94万 | 减仓 |
| — | STRATEGY SHS | $35.88万 | 0.14% | 12,185 | 4,335 | 55.2% | $12.77万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $35.91万 | 0.14% | 7,154 | -1,777 | -19.9% | -$8.92万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $36.24万 | 0.14% | 5,915 | 1 | 0.0% | $61 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $36.30万 | 0.14% | 14,665 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $37.62万 | 0.15% | 6,811 | 2,314 | 51.5% | $12.78万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $38.73万 | 0.15% | 2,642 | 4 | 0.2% | $586 | 加仓 |
| META | META PLATFORMS INC | $39.25万 | 0.16% | 686 | -11 | -1.6% | -$6,293 | 减仓 |
| HD | HOME DEPOT INC | $40.19万 | 0.16% | 1,222 | -168 | -12.1% | -$5.53万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $40.75万 | 0.16% | 3,000 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $41.24万 | 0.16% | 3,404 | -316 | -8.5% | -$3.83万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $42.36万 | 0.17% | 5,791 | -12 | -0.2% | -$878 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $42.61万 | 0.17% | 7,517 | 2,886 | 62.3% | $16.36万 | 加仓 |
| DGRO | ISHARES TR | $44.56万 | 0.18% | 6,349 | 2,984 | 88.7% | $20.94万 | 加仓 |
| CME | CME GROUP INC | $44.66万 | 0.18% | 1,512 | -568 | -27.3% | -$16.78万 | 减仓 |
| IWB | ISHARES TR | $46.32万 | 0.18% | 1,299 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $47.86万 | 0.19% | 3,825 | -26 | -0.7% | -$3,253 | 减仓 |
| CB | CHUBB LTD SWITZ | $48.64万 | 0.19% | 1,488 | -159 | -9.7% | -$5.20万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $50.89万 | 0.20% | 3,679 | -286 | -7.2% | -$3.96万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $53.01万 | 0.21% | 1,272 | -33 | -2.5% | -$1.38万 | 减仓 |
| AMZN | AMAZON COM INC | $53.59万 | 0.21% | 2,573 | -410 | -13.7% | -$8.54万 | 减仓 |
| MINO | PIMCO ETF TR | $54.20万 | 0.22% | 12,000 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $55.30万 | 0.22% | 13,778 | 3,406 | 32.8% | $13.67万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $56.90万 | 0.23% | 12,098 | -1,904 | -13.6% | -$8.95万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $57.68万 | 0.23% | 13,365 | -183 | -1.4% | -$7,898 | 减仓 |
| ALL | ALLSTATE CORP | $58.05万 | 0.23% | 2,785 | -32 | -1.1% | -$6,669 | 减仓 |
| ICSH | ISHARES TR | $59.00万 | 0.23% | 11,655 | 4,555 | 64.2% | $23.06万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $59.45万 | 0.24% | 1,366 | -36 | -2.6% | -$1.57万 | 减仓 |
| HDEF | DBX ETF TR | $59.61万 | 0.24% | 18,392 | 6,518 | 54.9% | $21.12万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $59.81万 | 0.24% | 7,628 | 3,087 | 68.0% | $24.21万 | 加仓 |
| PFE | PFIZER INC | $60.69万 | 0.24% | 21,615 | 1,611 | 8.1% | $4.52万 | 加仓 |
| ITOT | ISHARES TR | $62.18万 | 0.25% | 4,366 | -177 | -3.9% | -$2.52万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $65.58万 | 0.26% | 4,529 | 500 | 12.4% | $7.24万 | 加仓 |
| IJR | ISHARES TR | $65.80万 | 0.26% | 5,293 | -847 | -13.8% | -$10.53万 | 减仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $68.33万 | 0.27% | 15,208 | -52 | -0.3% | -$2,336 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $69.92万 | 0.28% | 19,303 | 10,510 | 119.5% | $38.07万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $70.66万 | 0.28% | 4,771 | -41 | -0.9% | -$6,072 | 减仓 |
| IYW | ISHARES TR | $70.86万 | 0.28% | 3,906 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $70.92万 | 0.28% | 15,135 | -246 | -1.6% | -$1.15万 | 减仓 |
| UNP | UNION PAC CORP | $71.38万 | 0.28% | 2,942 | -90 | -3.0% | -$2.18万 | 减仓 |
| COWZ | PACER FDS TR | $71.94万 | 0.29% | 11,500 | 1,600 | 16.2% | $10.01万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $77.42万 | 0.31% | 15,519 | 148 | 1.0% | $7,384 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $80.54万 | 0.32% | 16,762 | 5,865 | 53.8% | $28.18万 | 加仓 |
| — | BANK AMERICA CORP | $83.41万 | 0.33% | 700 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $95.47万 | 0.38% | 5,627 | -752 | -11.8% | -$12.76万 | 减仓 |
| QQQ | INVESCO QQQ TR | $95.52万 | 0.38% | 1,655 | -1 | -0.1% | -$577 | 减仓 |
| COP | CONOCOPHILLIPS | $96.32万 | 0.38% | 7,297 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $97.86万 | 0.39% | 10,017 | -5 | -0.0% | -$488 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $99.98万 | 0.40% | 4,090 | -121 | -2.9% | -$2.96万 | 减仓 |
| ETN | EATON CORP PLC | $102.37万 | 0.41% | 2,862 | -50 | -1.7% | -$1.79万 | 减仓 |
| AVGO | BROADCOM INC | $103.62万 | 0.41% | 3,348 | -205 | -5.8% | -$6.34万 | 减仓 |
| APA | APA CORPORATION | $109.98万 | 0.44% | 25,914 | 4,509 | 21.1% | $19.14万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $115.46万 | 0.46% | 9,470 | -10 | -0.1% | -$1,219 | 减仓 |
| IEFA | ISHARES TR | $122.16万 | 0.49% | 13,494 | -1,526 | -10.2% | -$13.81万 | 减仓 |
| USMV | ISHARES TR | $126.28万 | 0.50% | 13,617 | -954 | -6.5% | -$8.85万 | 减仓 |
| USHY | ISHARES TR | $129.60万 | 0.52% | 35,178 | 1,516 | 4.5% | $5.58万 | 加仓 |