13FBOX
WETZEL INVESTMENT ADVISORS, INC. · 13F 持仓分析
期权收益计算器 机构排行

WETZEL INVESTMENT ADVISORS, INC.

No.5904 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.89亿
环比变动 Q1 2026
+$3,712.7万+14.8%
持仓股票数
139
新买入
16
加仓
18
减仓
85
清仓
8
持股不变
20
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
9.06%6.46%$2,616.5万3.8万股$1,625.1万2.7万股+1.1万股+40.08%加仓
NNORTHERN LIGHTS FD TRSFLR
8.44%6.9%$2,436.5万63.1万股$1,734.6万48.9万股+14.2万股+28.96%加仓
IiShares安硕·RUSSELLIWF
7.91%9.4%$2,283.8万18.4万股$2,364.6万5.5万股+12.8万股+231.67%加仓
V先锋领航指数基金VTV
5.29%6.85%$1,528.2万7.0万股$1,723.0万8.8万股-1.8万股-20.15%减仓
礼来LLY
4.68%4.12%$1,350.1万1.1万股$1,035.3万1.1万股00.00%持仓不变
摩根大通JPM
4.46%4.65%$1,286.4万3.9万股$1,168.5万4.0万股-423股-1.06%减仓
B贝莱德·ETF TRUST IIBRTR
4.42%4.48%$1,274.6万25.3万股$1,127.3万22.5万股+2.9万股+12.77%加仓
IiShares安硕信托GJS
3.68%2.13%$1,062.8万46.7万股$536.7万23.4万股+23.2万股+99.16%加仓
V先锋领航STAR基金VXUS
3.63%5.03%$1,048.2万12.3万股$1,264.6万16.4万股-4.1万股-25.24%减仓
B贝莱德ETF信托DYNF
2.79%1.71%$804.5万11.8万股$430.6万7.4万股+4.4万股+59.82%加仓
SSPDR标普500 ETFSPY
1.97%1.97%$569.1万7,601股$495.8万7,603股-2股-0.03%减仓
JJOHN HANCOCK EXCHANGE TRADEDJHMM
1.78%1.56%$513.6万6.9万股$391.8万5.8万股+1.0万股+17.37%加仓
V先锋领航指数基金VXF
1.75%1.89%$505.1万2.1万股$474.3万2.3万股-2,531股-10.98%减仓
S道富SPIB
1.66%1.85%$479.4万14.3万股$465.5万13.9万股+4,485股+3.23%加仓
I景顺·S&PSPHQ
1.54%1.52%$445.4万4.9万股$382.8万5.1万股-1,473股-2.89%减仓
IiShares安硕IEMG
1.52%1.98%$438.6万5.3万股$496.9万7.1万股-1.8万股-25.68%减仓
I景顺交易所交易基金IISPMO
1.34%1.09%$387.4万2.4万股$273.4万2.4万股-404股-1.66%减仓
C花旗集团C
1.34%1.43%$386.9万2.8万股$358.8万3.2万股-4,000股-12.64%减仓
苹果AAPL
1.33%1.42%$383.8万1.3万股$356.4万1.4万股-779股-5.55%减仓
B贝莱德ETF信托THRO
1.18%0.28%$339.7万7.9万股$69.9万1.9万股+5.9万股+308.19%加仓
IiShares安硕·COREIJH
1.11%1.22%$321.2万4.2万股$306.1万4.5万股-3,681股-8.12%减仓
B贝莱德ETF信托IALT
1.04%$300.7万10.7万股$00股+10.7万股新买入
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
1.02%1.26%$293.2万6.0万股$316.2万6.2万股-1,987股-3.19%减仓
B贝莱德·ETF TRUST IIBINC
1.01%1.33%$291.9万5.6万股$334.0万6.4万股-8,545股-13.28%减仓
V先锋领航·TOTALBNDX
0.95%0.32%$275.3万5.7万股$80.5万1.7万股+4.0万股+239.12%加仓
F第一信托交易所交易基金FTCS
0.91%1.05%$261.6万2.8万股$263.7万2.8万股-572股-2.01%减仓
IiShares安硕·EMERGING MARKETS EQUITY FACTOR ETFEMGF
0.85%0.86%$245.2万3.3万股$215.5万3.6万股-2,188股-6.14%减仓
V先锋领航·MIDVO
0.75%0.79%$215.6万2.7万股$199.3万6,941股+2.0万股+285.48%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.74%0.79%$213.8万9,036股$198.5万9,229股-193股-2.09%减仓
马拉松石油MPC
0.66%0.76%$190.4万7,446股$191.6万7,846股-400股-5.10%减仓
谷歌AGOOGL
0.64%0.59%$185.0万5,177股$148.9万5,179股-2股-0.04%减仓
英伟达NVDA
0.63%0.55%$182.1万9,103股$139.4万7,991股+1,112股+13.92%加仓
沃尔玛WMT
0.6%1%$174.2万1.5万股$251.9万2.0万股-4,844股-23.95%减仓
PPacer·METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETFQDPL
0.56%0.58%$162.7万3.6万股$144.8万3.6万股00.00%持仓不变
FFIRST TR EXCHNG TRADED FD VIII FT VEST US EQTDMAR
0.51%0.57%$146.6万3.3万股$142.7万3.4万股-883股-2.62%减仓
微软MSFT
0.51%0.59%$145.9万3,910股$149.1万4,028股-118股-2.93%减仓
FFIRST TRUST LARGE CAP CORE ALPHADEX FUNDFEX
0.45%0.46%$130.7万9,345股$115.5万9,470股-125股-1.32%减仓
IiShares安硕信托ICVT
0.44%1.76%$127.6万1.0万股$441.7万4.3万股-3.3万股-75.84%减仓
IiShares安硕信托USMV
0.43%0.5%$123.6万1.3万股$126.3万1.4万股-806股-5.92%减仓
I景顺QQQ信托VOO
0.42%0.38%$122.0万1,655股$95.5万1,655股00.00%持仓不变
伊顿ETN
0.39%0.41%$112.8万2,648股$102.4万2,862股-214股-7.48%减仓
IiShares安硕信托IEFA
0.39%0.49%$112.6万1.2万股$122.2万1.3万股-1,835股-13.60%减仓
博通AVGO
0.38%0.41%$111.1万2,941股$103.6万3,348股-407股-12.16%减仓
B贝莱德ETF信托CORO
0.37%$107.1万2.9万股$00股+2.9万股新买入
保德信金融PRU
0.37%0.39%$106.7万9,883股$97.9万1.0万股-134股-1.34%减仓
IiShares安硕信托IWD
0.37%0.53%$106.0万4,371股$133.4万6,245股-1,874股-30.01%减仓
IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
0.36%0.52%$102.8万2.8万股$129.6万3.5万股-7,399股-21.03%减仓
美光科技MU
0.35%0.12%$100.1万867股$29.4万869股-2股-0.23%减仓
强生JNJ
0.35%0.4%$99.9万3,933股$100.0万4,090股-157股-3.84%减仓
NNEUBERGER BERMAN ETF TRUSTNBSD
0.34%0.52%$98.4万1.9万股$129.6万2.6万股-6,081股-23.79%减仓

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