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 |
|---|---|---|---|---|---|---|---|---|
| DJAN | FIRST TR EXCHNG TRADED FD VI | $30.14万 | 0.12% | 7,086 | -130 | -1.8% | -$5,529 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $30.08万 | 0.12% | 2,740 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $29.87万 | 0.12% | 4,090 | -100 | -2.4% | -$7,303 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $29.37万 | 0.12% | 869 | -300 | -25.7% | -$10.14万 | 减仓 |
| CALF | PACER FDS TR | $28.95万 | 0.12% | 6,451 | -442 | -6.4% | -$1.98万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $28.89万 | 0.11% | 9,331 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $28.67万 | 0.11% | 1,773 | 21 | 1.2% | $3,396 | 加仓 |
| — | WEBSTER FINL CORP | $27.77万 | 0.11% | 4,000 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $27.18万 | 0.11% | 5,826 | 0 | 0.0% | — | 不变 |
| INTF | ISHARES TR | $27.13万 | 0.11% | 6,963 | -1,254 | -15.3% | -$4.89万 | 减仓 |
| EFA | ISHARES TR | $27.03万 | 0.11% | 2,783 | 160 | 6.1% | $1.55万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $26.73万 | 0.11% | 2,453 | -5 | -0.2% | -$545 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $26.65万 | 0.11% | 5,000 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $26.36万 | 0.10% | 1,286 | -126 | -8.9% | -$2.58万 | 减仓 |
| TJX | TJX COS INC NEW | $26.25万 | 0.10% | 1,644 | -126 | -7.1% | -$2.01万 | 减仓 |
| QCOM | QUALCOMM INC | $25.78万 | 0.10% | 2,002 | 16 | 0.8% | $2,060 | 加仓 |
| VBR | VANGUARD INDEX FDS | $25.05万 | 0.10% | 1,153 | 1,153 | — | $25.05万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $24.98万 | 0.10% | 1,712 | -555 | -24.5% | -$8.10万 | 减仓 |
| V | VISA INC | $24.72万 | 0.10% | 818 | -40 | -4.7% | -$1.21万 | 减仓 |
| KO | COCA COLA CO | $24.71万 | 0.10% | 3,227 | -58 | -1.8% | -$4,442 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $24.32万 | 0.10% | 2,300 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $23.60万 | 0.09% | 2,129 | -6 | -0.3% | -$665 | 减仓 |
| PSX | PHILLIPS 66 | $23.57万 | 0.09% | 1,294 | 1,294 | — | $23.57万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $23.41万 | 0.09% | 1,194 | -159 | -11.8% | -$3.12万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $23.21万 | 0.09% | 799 | -146 | -15.4% | -$4.24万 | 减仓 |
| AEE | AMEREN CORP | $21.98万 | 0.09% | 2,000 | 0 | 0.0% | — | 重新持有 |
| CRM | SALESFORCE INC | $21.90万 | 0.09% | 1,173 | -170 | -12.7% | -$3.17万 | 减仓 |
| MTRN | MATERION CORP | $21.70万 | 0.09% | 1,500 | 1,500 | — | $21.70万 | 新建仓 |
| ABBV | ABBVIE INC | $21.49万 | 0.09% | 988 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $21.15万 | 0.08% | 569 | 17 | 3.1% | $6,320 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $20.03万 | 0.08% | 1,507 | -37 | -2.4% | -$4,917 | 减仓 |
| 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 |