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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2,616.47万 | 9.06% | 38,096 | 10,900 | 40.1% | $748.62万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $2,436.54万 | 8.44% | 631,184 | 141,747 | 29.0% | $547.18万 | 加仓 |
| IWF | ISHARES TR | $2,283.84万 | 7.91% | 183,929 | -37,891 | -17.1% | -$470.49万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,528.17万 | 5.29% | 70,122 | -17,698 | -20.2% | -$385.69万 | 减仓 |
| LLY | ELI LILLY & CO | $1,350.07万 | 4.68% | 11,256 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $1,286.43万 | 4.46% | 39,301 | -423 | -1.1% | -$13.85万 | 减仓 |
| BRTR | BLACKROCK ETF TRUST II | $1,274.65万 | 4.42% | 253,283 | 28,686 | 12.8% | $144.36万 | 加仓 |
| GOVT | ISHARES TR | $1,062.76万 | 3.68% | 466,531 | 232,283 | 99.2% | $529.14万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,048.17万 | 3.63% | 122,607 | -41,386 | -25.2% | -$353.81万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $804.48万 | 2.79% | 118,288 | 44,275 | 59.8% | $301.11万 | 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 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $513.63万 | 1.78% | 68,521 | 10,143 | 17.4% | $76.03万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $505.15万 | 1.75% | 20,517 | -2,531 | -11.0% | -$62.32万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $479.38万 | 1.66% | 143,270 | 4,485 | 3.2% | $15.01万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $445.45万 | 1.54% | 49,439 | -1,473 | -2.9% | -$13.27万 | 减仓 |
| IEMG | ISHARES INC | $438.58万 | 1.52% | 52,943 | -18,298 | -25.7% | -$151.58万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $387.42万 | 1.34% | 23,983 | -404 | -1.7% | -$6.53万 | 减仓 |
| C | CITIGROUP INC | $386.86万 | 1.34% | 27,641 | -4,000 | -12.6% | -$55.98万 | 减仓 |
| AAPL | APPLE INC | $383.84万 | 1.33% | 13,265 | -779 | -5.5% | -$22.54万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $339.67万 | 1.18% | 78,792 | 59,489 | 308.2% | $256.46万 | 加仓 |
| IJH | ISHARES TR | $321.17万 | 1.11% | 41,651 | -3,681 | -8.1% | -$28.38万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $300.68万 | 1.04% | 107,196 | 107,196 | — | $300.68万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $293.23万 | 1.02% | 60,260 | -1,987 | -3.2% | -$9.67万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $291.95万 | 1.01% | 55,779 | -8,545 | -13.3% | -$44.72万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $275.29万 | 0.95% | 56,843 | 40,081 | 239.1% | $194.11万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $261.59万 | 0.91% | 27,853 | -572 | -2.0% | -$5.37万 | 减仓 |
| EMGF | ISHARES INC | $245.17万 | 0.85% | 33,466 | -2,188 | -6.1% | -$16.03万 | 减仓 |
| VO | VANGUARD INDEX FDS | $215.57万 | 0.75% | 26,756 | -1,008 | -3.6% | -$8.12万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $213.81万 | 0.74% | 9,036 | -193 | -2.1% | -$4.57万 | 减仓 |
| MPC | MARATHON PETE CORP | $190.37万 | 0.66% | 7,446 | -400 | -5.1% | -$10.23万 | 减仓 |
| GOOGL | ALPHABET INC | $185.01万 | 0.64% | 5,177 | -2 | -0.0% | -$715 | 减仓 |
| NVDA | NVIDIA CORPORATION | $182.14万 | 0.63% | 9,103 | 1,112 | 13.9% | $22.25万 | 加仓 |
| WMT | WALMART INC | $174.23万 | 0.60% | 15,383 | -4,844 | -23.9% | -$54.86万 | 减仓 |
| QDPL | PACER FDS TR | $162.70万 | 0.56% | 35,900 | 0 | 0.0% | — | 不变 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $146.64万 | 0.51% | 32,783 | -883 | -2.6% | -$3.95万 | 减仓 |
| MSFT | MICROSOFT CORP | $145.85万 | 0.51% | 3,910 | -118 | -2.9% | -$4.40万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $130.71万 | 0.45% | 9,345 | -125 | -1.3% | -$1.75万 | 减仓 |
| ICVT | ISHARES TR | $127.60万 | 0.44% | 10,481 | -32,909 | -75.8% | -$400.63万 | 减仓 |
| USMV | ISHARES TR | $123.57万 | 0.43% | 12,811 | -806 | -5.9% | -$7.77万 | 减仓 |
| QQQ | INVESCO QQQ TR | $122.01万 | 0.42% | 1,655 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $112.84万 | 0.39% | 2,648 | -214 | -7.5% | -$9.12万 | 减仓 |
| IEFA | ISHARES TR | $112.60万 | 0.39% | 11,659 | -1,835 | -13.6% | -$17.72万 | 减仓 |
| AVGO | BROADCOM INC | $111.10万 | 0.38% | 2,941 | -407 | -12.2% | -$15.37万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $107.13万 | 0.37% | 29,271 | 29,271 | — | $107.13万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $106.67万 | 0.37% | 9,883 | -134 | -1.3% | -$1.45万 | 减仓 |
| IWD | ISHARES TR | $105.97万 | 0.37% | 4,371 | -1,874 | -30.0% | -$45.43万 | 减仓 |
| USHY | ISHARES TR | $102.84万 | 0.36% | 27,779 | -7,399 | -21.0% | -$27.39万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $100.08万 | 0.35% | 867 | -2 | -0.2% | -$2,309 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $99.89万 | 0.35% | 3,933 | -157 | -3.8% | -$3.99万 | 减仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $98.41万 | 0.34% | 19,484 | -6,081 | -23.8% | -$30.71万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $93.17万 | 0.32% | 9,100 | 6,800 | 295.7% | $69.63万 | 加仓 |
| IYW | ISHARES TR | $89.14万 | 0.31% | 3,534 | -372 | -9.5% | -$9.38万 | 减仓 |
| — | BANK OF AMER CORP | $87.81万 | 0.30% | 700 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $84.67万 | 0.29% | 14,915 | -220 | -1.5% | -$1.25万 | 减仓 |
| APA | APA CORPORATION | $84.66万 | 0.29% | 25,993 | 79 | 0.3% | $2,573 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $79.45万 | 0.28% | 15,707 | 188 | 1.2% | $9,509 | 加仓 |
| UNP | UNION PAC CORP | $78.34万 | 0.27% | 2,880 | -62 | -2.1% | -$1.69万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $76.46万 | 0.26% | 5,029 | 500 | 11.0% | $7.60万 | 加仓 |
| COP | CONOCOPHILLIPS | $75.86万 | 0.26% | 7,297 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $75.57万 | 0.26% | 5,527 | -100 | -1.8% | -$1.37万 | 减仓 |
| COWZ | PACER FDS TR | $71.53万 | 0.25% | 11,500 | 0 | 0.0% | — | 不变 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $68.63万 | 0.24% | 14,564 | -644 | -4.2% | -$3.03万 | 减仓 |
| ALL | ALLSTATE CORP | $66.16万 | 0.23% | 2,768 | -17 | -0.6% | -$4,063 | 减仓 |
| ITOT | ISHARES TR | $61.81万 | 0.21% | 3,763 | -603 | -13.8% | -$9.91万 | 减仓 |
| AMZN | AMAZON COM INC | $61.11万 | 0.21% | 2,564 | -9 | -0.3% | -$2,145 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $58.86万 | 0.20% | 13,365 | 0 | 0.0% | — | 不变 |
| HDEF | DBX ETF TR | $56.94万 | 0.20% | 17,716 | -676 | -3.7% | -$2.17万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $55.21万 | 0.19% | 1,124 | -148 | -11.6% | -$7.27万 | 减仓 |
| MINO | PIMCO ETF TR | $54.91万 | 0.19% | 12,000 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $53.34万 | 0.18% | 3,759 | -66 | -1.7% | -$9,365 | 减仓 |
| IWB | ISHARES TR | $53.19万 | 0.18% | 1,299 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $51.94万 | 0.18% | 1,247 | -119 | -8.7% | -$4.96万 | 减仓 |
| IJR | ISHARES TR | $49.46万 | 0.17% | 3,335 | -1,958 | -37.0% | -$29.04万 | 减仓 |
| DGRO | ISHARES TR | $47.57万 | 0.16% | 6,276 | -73 | -1.1% | -$5,533 | 减仓 |
| PFE | PFIZER INC | $46.72万 | 0.16% | 19,402 | -2,213 | -10.2% | -$5.33万 | 减仓 |
| CSCO | CISCO SYS INC | $44.93万 | 0.16% | 3,825 | -695 | -15.4% | -$8.16万 | 减仓 |
| MTRN | MATERION CORP | $44.61万 | 0.15% | 1,500 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $44.02万 | 0.15% | 5,877 | 86 | 1.5% | $6,441 | 加仓 |
| — | CARILLON SER TR | $42.20万 | 0.15% | 14,356 | 14,356 | — | $42.20万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $42.06万 | 0.15% | 2,651 | 9 | 0.3% | $1,428 | 加仓 |
| CB | CHUBB LIMITED | $41.80万 | 0.14% | 1,223 | -265 | -17.8% | -$9.06万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $41.09万 | 0.14% | 7,275 | -242 | -3.2% | -$1.37万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $39.94万 | 0.14% | 3,000 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $38.67万 | 0.13% | 2,464 | -1,215 | -33.0% | -$19.07万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $38.63万 | 0.13% | 3,300 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $38.59万 | 0.13% | 2,983 | -421 | -12.4% | -$5.45万 | 减仓 |
| QCOM | QUALCOMM INC | $36.99万 | 0.13% | 2,002 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $35.54万 | 0.12% | 3,975 | -115 | -2.8% | -$1.03万 | 减仓 |
| HD | HOME DEPOT INC | $35.20万 | 0.12% | 998 | -224 | -18.3% | -$7.90万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $35.07万 | 0.12% | 6,647 | 6,647 | — | $35.07万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $34.18万 | 0.12% | 9,270 | -61 | -0.7% | -$2,249 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $33.54万 | 0.12% | 4,708 | 4,708 | — | $33.54万 | 新建仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $33.54万 | 0.12% | 2,740 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $32.66万 | 0.11% | 8,107 | -5,671 | -41.2% | -$22.85万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $32.31万 | 0.11% | 2,205 | -428 | -16.3% | -$6.27万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $32.02万 | 0.11% | 6,646 | -5,452 | -45.1% | -$26.27万 | 减仓 |
| KHC | KRAFT HEINZ CO | $32.00万 | 0.11% | 13,546 | 13,546 | — | $32.00万 | 新建仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $31.80万 | 0.11% | 6,986 | -100 | -1.4% | -$4,552 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $31.16万 | 0.11% | 1,682 | -91 | -5.1% | -$1.69万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $30.81万 | 0.11% | 5,801 | -114 | -1.9% | -$6,055 | 减仓 |