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 |
|---|---|---|---|---|---|---|---|---|
| — | STRATEGY SHS | $30.65万 | 0.11% | 12,185 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $30.57万 | 0.11% | 4,000 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $30.09万 | 0.10% | 518 | 518 | — | $30.09万 | 新建仓 |
| IYG | ISHARES TR | $30.09万 | 0.10% | 3,326 | -361 | -9.8% | -$3.27万 | 减仓 |
| WM | WASTE MGMT INC DEL | $30.04万 | 0.10% | 1,348 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $29.99万 | 0.10% | 1,174 | 1,174 | — | $29.99万 | 新建仓 |
| CME | CME GROUP INC | $29.66万 | 0.10% | 1,343 | -169 | -11.2% | -$3.73万 | 减仓 |
| META | META PLATFORMS INC | $29.23万 | 0.10% | 519 | -167 | -24.3% | -$9.41万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $29.11万 | 0.10% | 4,829 | -1,982 | -29.1% | -$11.95万 | 减仓 |
| SYSB | ISHARES TR | $27.78万 | 0.10% | 3,131 | 3,131 | — | $27.78万 | 新建仓 |
| NI | NISOURCE INC | $27.70万 | 0.10% | 5,826 | 0 | 0.0% | — | 不变 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $27.53万 | 0.10% | 5,693 | -721 | -11.2% | -$3.49万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $26.88万 | 0.09% | 2,292 | -161 | -6.6% | -$1.89万 | 减仓 |
| AGG | ISHARES TR | $26.55万 | 0.09% | 2,682 | -377 | -12.3% | -$3.73万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $26.19万 | 0.09% | 5,000 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $25.98万 | 0.09% | 9,378 | -5,287 | -36.1% | -$14.65万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $25.87万 | 0.09% | 1,146 | -140 | -10.9% | -$3.16万 | 减仓 |
| V | VISA INC | $25.56万 | 0.09% | 745 | -73 | -8.9% | -$2.50万 | 减仓 |
| SDY | SPDR SERIES TRUST | $24.64万 | 0.09% | 1,619 | -93 | -5.4% | -$1.42万 | 减仓 |
| EUHY | ISHARES INC | $24.20万 | 0.08% | 4,493 | 4,493 | — | $24.20万 | 新建仓 |
| ABBV | ABBVIE INC | $24.11万 | 0.08% | 958 | -30 | -3.0% | -$7,549 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.67万 | 0.08% | 5,590 | -1,564 | -21.9% | -$6.62万 | 减仓 |
| GE | GE AEROSPACE | $22.98万 | 0.08% | 615 | 615 | — | $22.98万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $22.92万 | 0.08% | 1,203 | -304 | -20.2% | -$5.79万 | 减仓 |
| AEE | AMEREN CORP | $22.61万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $22.59万 | 0.08% | 7,800 | 0 | 0.0% | — | 重新持有 |
| XLC | SELECT SECTOR SPDR TR | $21.97万 | 0.08% | 2,051 | -78 | -3.7% | -$8,356 | 减仓 |
| TSLA | TESLA INC | $21.96万 | 0.08% | 522 | -47 | -8.3% | -$1.98万 | 减仓 |
| VLUE | ISHARES TR | $21.82万 | 0.08% | 1,092 | 1,092 | — | $21.82万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $21.53万 | 0.07% | 2,763 | -4,865 | -63.8% | -$37.90万 | 减仓 |
| IEF | ISHARES TR | $21.31万 | 0.07% | 2,253 | 2,253 | — | $21.31万 | 新建仓 |
| CALF | PACER FDS TR | $21.16万 | 0.07% | 4,181 | -2,270 | -35.2% | -$11.49万 | 减仓 |
| TJX | TJX COS INC NEW | $20.91万 | 0.07% | 1,380 | -264 | -16.1% | -$4.00万 | 减仓 |
| INTF | ISHARES TR | $20.74万 | 0.07% | 5,063 | -1,900 | -27.3% | -$7.78万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $20.73万 | 0.07% | 707 | -92 | -11.5% | -$2.70万 | 减仓 |
| KO | COCA COLA CO | $20.60万 | 0.07% | 2,518 | -709 | -22.0% | -$5.80万 | 减仓 |
| KXI | ISHARES TR | $20.04万 | 0.07% | 2,968 | 2,968 | — | $20.04万 | 新建仓 |
| ICSH | ISHARES TR | $20.04万 | 0.07% | 3,962 | -7,693 | -66.0% | -$38.91万 | 减仓 |
| — | PROQR THRAPEUTICS N V | $1.95万 | 0.01% | 10,500 | 10,500 | — | $1.95万 | 新建仓 |
| 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 |