Bedel Financial Consulting, Inc. 13F 持仓 · 2026年Q2
Bedel Financial Consulting 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 307 只证券，申报市值合计 10.65 亿美元。前几大持仓：LLY（39.04%）、DFAI（6.13%）、VTEB（3.34%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | $415.7M | 39.04% | 346,598 | 增持 |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $65.3M | 6.13% | 1.6M | 增持 |
| 3 | VTEB | VANGUARD MUN BD FDS | $35.6M | 3.34% | 703,574 | 减持 |
| 4 | DFAE | DIMENSIONAL ETF TRUST | $32.2M | 3.03% | 801,558 | 增持 |
| 5 | AAPL | APPLE INC | $24.3M | 2.29% | 84,110 | 增持 |
| 6 | AVDV | AMERICAN CENTY ETF TR | $18.4M | 1.73% | 178,867 | 增持 |
| 7 | IMCG | ISHARES TR | $16.5M | 1.55% | 167,366 | 增持 |
| 8 | EFG | ISHARES TR | $15.5M | 1.46% | 124,600 | 增持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $14.8M | 1.39% | 19,763 | 减持 |
| 10 | CGGR | CAPITAL GROUP GROWTH ETF | $14.0M | 1.32% | 297,114 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $12.6M | 1.18% | 33,756 | 增持 |
| 12 | TOTL | SSGA ACTIVE ETF TR | $10.4M | 0.98% | 264,075 | 增持 |
| 13 | JPM | JPMORGAN CHASE & CO | $10.4M | 0.97% | 31,680 | 增持 |
| 14 | FYC | FIRST TR EXCHANGE-TRADED ALP | $9.9M | 0.93% | 78,032 | 增持 |
| 15 | PAPR | INNOVATOR ETFS TRUST | $10.0M | 0.93% | 235,808 | 减持 |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $9.5M | 0.89% | 19,036 | 增持 |
| 17 | IMCV | ISHARES TR | $8.9M | 0.84% | 97,819 | 增持 |
| 18 | GOOGL | ALPHABET INC | $8.2M | 0.77% | 22,888 | 增持 |
| 19 | IVV | ISHARES TR | $8.0M | 0.75% | 10,722 | 减持 |
| 20 | FLV | AMERICAN CENTY ETF TR | $7.7M | 0.73% | 95,018 | 增持 |
| 21 | VCSH | VANGUARD SCOTTSDALE FDS | $7.1M | 0.67% | 89,970 | 增持 |
| 22 | VTI | VANGUARD INDEX FDS | $6.7M | 0.63% | 18,045 | 增持 |
| 23 | DFAT | DIMENSIONAL ETF TRUST | $6.3M | 0.60% | 90,713 | 增持 |
| 24 | AMAT | APPLIED MATLS INC | $6.3M | 0.59% | 8,677 | 减持 |
| 25 | IMCB | ISHARES TR | $6.2M | 0.58% | 63,707 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR