Wetzel Investment Advisors, Inc. 13F 持仓 · 2026年Q2
Wetzel Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 139 只证券，申报市值合计 2.89 亿美元。前几大持仓：VOO（9.06%）、SFLR（8.44%）、IWF（7.91%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $26.2M | 9.06% | 38,096 | 增持 |
| 2 | SFLR | INNOVATOR ETFS TRUST | $24.4M | 8.44% | 631,184 | 增持 |
| 3 | IWF | ISHARES TR | $22.8M | 7.91% | 183,929 | 增持 |
| 4 | VTV | VANGUARD INDEX FDS | $15.3M | 5.29% | 70,122 | 减持 |
| 5 | LLY | ELI LILLY & CO | $13.5M | 4.68% | 11,256 | 持平 |
| 6 | JPM | JPMORGAN CHASE & CO | $12.9M | 4.46% | 39,301 | 减持 |
| 7 | BRTR | BLACKROCK ETF TRUST II | $12.7M | 4.42% | 253,283 | 增持 |
| 8 | GOVT | ISHARES TR | $10.6M | 3.68% | 466,531 | 增持 |
| 9 | VXUS | VANGUARD STAR FDS | $10.5M | 3.63% | 122,607 | 减持 |
| 10 | DYNF | BLACKROCK ETF TRUST | $8.0M | 2.79% | 118,288 | 增持 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $5.7M | 1.97% | 7,601 | 减持 |
| 12 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $5.1M | 1.78% | 68,521 | 增持 |
| 13 | VXF | VANGUARD INDEX FDS | $5.1M | 1.75% | 20,517 | 减持 |
| 14 | SPIB | SPDR SERIES TRUST | $4.8M | 1.66% | 143,270 | 增持 |
| 15 | SPHQ | INVESCO EXCHANGE TRADED FD T | $4.5M | 1.54% | 49,439 | 减持 |
| 16 | IEMG | ISHARES INC | $4.4M | 1.52% | 52,943 | 减持 |
| 17 | C | CITIGROUP INC | $3.9M | 1.34% | 27,641 | 减持 |
| 18 | SPMO | INVESCO EXCH TRADED FD TR II | $3.9M | 1.34% | 23,983 | 减持 |
| 19 | AAPL | APPLE INC | $3.8M | 1.33% | 13,265 | 减持 |
| 20 | THRO | BLACKROCK ETF TRUST | $3.4M | 1.18% | 78,792 | 增持 |
| 21 | IJH | ISHARES TR | $3.2M | 1.11% | 41,651 | 减持 |
| 22 | IALT | BLACKROCK ETF TRUST | $3.0M | 1.04% | 107,196 | 新建仓 |
| 23 | FDL | FIRST TR EXCHANGE-TRADED FD | $2.9M | 1.02% | 60,260 | 减持 |
| 24 | BINC | BLACKROCK ETF TRUST II | $2.9M | 1.01% | 55,779 | 减持 |
| 25 | BNDX | VANGUARD CHARLOTTE FDS | $2.8M | 0.95% | 56,843 | 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