Wharton Business Group, LLC
MALVERN PA · SEC CIK 0001513126
$29.91亿2026Q2 申报市值
142持仓数
52.1%前十大占比 · 第一大 8.6%
3 / 3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
BINC 加仓+$2,487.74万
IGSB 加仓+$2,091.22万
BAI 加仓+$219.38万
IDEF 加仓+$194.59万
FDX 加仓+$145.14万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$2,250.78万
VLUE 减仓-$1,733.15万
VYM 减仓-$1,081.62万
IFRA 减仓-$821.57万
QUAL 减仓-$758.24万
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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,350 | -100.0% | -$26.77万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,900 | -100.0% | -$23.84万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,450 | -100.0% | -$21.21万 | 清仓 |
| — | NANOVIRICIDES INC | $2.17万 | 0.00% | 15,736 | 0 | 0.0% | — | 不变 |
| PTY | PIMCO CORPORATE & INCOME OPP | $18.14万 | 0.01% | 15,076 | 433 | 3.0% | $5,209 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $18.19万 | 0.01% | 19,004 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $20.28万 | 0.01% | 8,760 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $20.89万 | 0.01% | 410 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $21.29万 | 0.01% | 846 | 846 | — | $21.29万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $21.72万 | 0.01% | 834 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $22.02万 | 0.01% | 530 | 530 | — | $22.02万 | 新建仓 |
| DIS | DISNEY WALT CO | $22.26万 | 0.01% | 2,313 | -30 | -1.3% | -$2,887 | 减仓 |
| V | VISA INC | $22.35万 | 0.01% | 652 | 0 | 0.0% | — | 重新持有 |
| — | INVESCO EXCHANGE TRADED FD T | $22.47万 | 0.01% | 2,507 | -40 | -1.6% | -$3,586 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $23.33万 | 0.01% | 3,710 | 0 | 0.0% | — | 不变 |
| FCF | FIRST COMWLTH FINL CORP PA | $23.76万 | 0.01% | 11,685 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $24.92万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $26.95万 | 0.01% | 366 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $26.95万 | 0.01% | 805 | -530 | -39.7% | -$17.75万 | 减仓 |
| INTU | INTUIT | $27.01万 | 0.01% | 1,035 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $27.27万 | 0.01% | 2,230 | -415 | -15.7% | -$5.08万 | 减仓 |
| ADSK | AUTODESK INC | $28.09万 | 0.01% | 1,445 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $28.31万 | 0.01% | 765 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $29.21万 | 0.01% | 2,200 | -525 | -19.3% | -$6.97万 | 减仓 |
| WELL | WELLTOWER INC | $29.51万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $29.77万 | 0.01% | 690 | 690 | — | $29.77万 | 新建仓 |
| COP | CONOCOPHILLIPS | $30.77万 | 0.01% | 2,960 | -105 | -3.4% | -$1.09万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $30.86万 | 0.01% | 4,460 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $31.68万 | 0.01% | 3,220 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $31.73万 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES INC | $33.14万 | 0.01% | 6,222 | -905 | -12.7% | -$4.82万 | 减仓 |
| IA | INNOVATIVE SOLUTIONS & SUPPO | $34.91万 | 0.01% | 19,395 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $35.62万 | 0.01% | 2,149 | -70 | -3.2% | -$1.16万 | 减仓 |
| IWD | ISHARES TR | $36.27万 | 0.01% | 1,496 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $36.53万 | 0.01% | 3,715 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $40.49万 | 0.01% | 1,858 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $41.38万 | 0.01% | 1,501 | -10 | -0.7% | -$2,757 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $41.67万 | 0.01% | 3,385 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $42.22万 | 0.01% | 5,515 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $42.46万 | 0.01% | 1,173 | 1 | 0.1% | $362 | 加仓 |
| ORCL | ORACLE CORP | $42.91万 | 0.01% | 2,928 | -280 | -8.7% | -$4.10万 | 减仓 |
| PFF | ISHARES TR | $43.11万 | 0.01% | 14,140 | -3,195 | -18.4% | -$9.74万 | 减仓 |
| HD | HOME DEPOT INC | $44.12万 | 0.01% | 1,251 | 20 | 1.6% | $7,054 | 加仓 |
| VHT | VANGUARD WORLD FD | $45.10万 | 0.02% | 1,509 | -10 | -0.7% | -$2,989 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $46.04万 | 0.02% | 1,813 | 0 | 0.0% | — | 不变 |
| PSCT | INVESCO EXCH TRADED FD TR II | $48.30万 | 0.02% | 5,230 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $49.40万 | 0.02% | 1,140 | 0 | 0.0% | — | 不变 |
| WTV | WISDOMTREE TR | $49.69万 | 0.02% | 4,885 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $51.12万 | 0.02% | 1,715 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $55.83万 | 0.02% | 2,723 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $59.56万 | 0.02% | 4,660 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $60.81万 | 0.02% | 2,909 | -45 | -1.5% | -$9,407 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $65.40万 | 0.02% | 2,656 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $69.12万 | 0.02% | 4,780 | 0 | 0.0% | — | 不变 |
| HEEM | ISHARES INC | $70.96万 | 0.02% | 15,865 | -435 | -2.7% | -$1.95万 | 减仓 |
| LLY | ELI LILLY & CO | $79.76万 | 0.03% | 665 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $86.08万 | 0.03% | 6,165 | -535 | -8.0% | -$7.47万 | 减仓 |
| MGV | VANGUARD WORLD FD | $88.43万 | 0.03% | 5,410 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $92.43万 | 0.03% | 25,090 | 0 | 0.0% | — | 不变 |
| MPB | MID PENN BANCORP INC | $94.44万 | 0.03% | 27,108 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $98.92万 | 0.03% | 10,345 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES TR | $100.10万 | 0.03% | 31,703 | 0 | 0.0% | — | 不变 |
| NN | NEXTNAV INC | $100.49万 | 0.03% | 56,360 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $107.52万 | 0.04% | 13,605 | 635 | 4.9% | $5.02万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $113.00万 | 0.04% | 24,424 | -438 | -1.8% | -$2.03万 | 减仓 |
| GEV | GE VERNOVA INC | $117.49万 | 0.04% | 1,000 | -135 | -11.9% | -$15.86万 | 减仓 |
| STBA | S & T BANCORP INC | $132.70万 | 0.04% | 27,033 | 771 | 2.9% | $3.78万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $134.86万 | 0.05% | 30,402 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $136.54万 | 0.05% | 2,424 | -165 | -6.4% | -$9.29万 | 减仓 |
| EEMA | ISHARES INC | $137.10万 | 0.05% | 11,722 | -375 | -3.1% | -$4.39万 | 减仓 |
| CTAS | CINTAS CORP | $138.24万 | 0.05% | 8,128 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $146.07万 | 0.05% | 17,675 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $155.83万 | 0.05% | 98,567 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $164.02万 | 0.05% | 4,642 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $167.01万 | 0.06% | 43,605 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES TR | $193.43万 | 0.06% | 21,700 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $230.40万 | 0.08% | 7,961 | -440 | -5.2% | -$12.73万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $252.50万 | 0.08% | 13,632 | -340 | -2.4% | -$6.30万 | 减仓 |
| AMZN | AMAZON COM INC | $271.59万 | 0.09% | 11,395 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $280.98万 | 0.09% | 29,093 | -425 | -1.4% | -$4.10万 | 减仓 |
| XPH | SPDR SERIES TRUST | $307.46万 | 0.10% | 46,395 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $312.26万 | 0.10% | 15,606 | 105 | 0.7% | $2.10万 | 加仓 |
| EMB | ISHARES TR | $406.20万 | 0.14% | 42,115 | -105 | -0.2% | -$1.01万 | 减仓 |
| IWF | ISHARES TR | $423.28万 | 0.14% | 34,088 | -108 | -0.3% | -$1.34万 | 减仓 |
| XVV | ISHARES TR | $431.15万 | 0.14% | 75,920 | -520 | -0.7% | -$2.95万 | 减仓 |
| ASML | ASML HLDG NV | $451.60万 | 0.15% | 2,270 | -15 | -0.7% | -$2.98万 | 减仓 |
| TXT | TEXTRON INC | $479.93万 | 0.16% | 52,320 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $501.45万 | 0.17% | 13,443 | 25 | 0.2% | $9,325 | 加仓 |
| CSX | CSX CORP | $602.13万 | 0.20% | 126,685 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $642.30万 | 0.21% | 66,592 | -524 | -0.8% | -$5.05万 | 减仓 |
| UNP | UNION PAC CORP | $672.70万 | 0.22% | 24,731 | -300 | -1.2% | -$8.16万 | 减仓 |
| C | CITIGROUP INC | $710.69万 | 0.24% | 50,778 | -120 | -0.2% | -$1.68万 | 减仓 |
| FDX | FEDEX CORP | $733.07万 | 0.25% | 23,411 | 4,635 | 24.7% | $145.14万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $788.76万 | 0.26% | 62,600 | 200 | 0.3% | $2.52万 | 加仓 |
| MCHI | ISHARES TR | $851.43万 | 0.28% | 166,865 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $906.09万 | 0.30% | 268,472 | -1,515 | -0.6% | -$5.11万 | 减仓 |
| GM | GENERAL MTRS CO | $930.55万 | 0.31% | 120,725 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $981.69万 | 0.33% | 40,400 | -13,019 | -24.4% | -$316.35万 | 减仓 |
| SOXX | ISHARES TR | $982.29万 | 0.33% | 15,330 | -544 | -3.4% | -$34.86万 | 减仓 |
| EXI | ISHARES TR | $1,169.82万 | 0.39% | 58,345 | 0 | 0.0% | — | 不变 |