Wharton Business Group, LLC
MALVERN PA · SEC CIK 0001513126
$26.47亿2026Q1 申报市值
141持仓数
53.2%前十大占比 · 第一大 8.7%
6 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IDEF 新建仓+$2,714.93万
BAI 新建仓+$1,834.24万
BINC 加仓+$1,418.68万
KBE 加仓+$640.40万
EEMV 加仓+$375.63万
2026Q1 卖出最多 按季末市值估算
XLI 减仓-$1,288.45万
VEU 减仓-$694.93万
VLUE 减仓-$606.87万
EFAV 减仓-$435.51万
XLK 减仓-$234.42万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MCHI | ISHARES TR | $937.45万 | 0.35% | 166,865 | -30 | -0.0% | -$1,685 | 减仓 |
| OEF | ISHARES TR | $1,014.45万 | 0.38% | 31,894 | 505 | 1.6% | $16.06万 | 加仓 |
| EXI | ISHARES TR | $1,056.10万 | 0.40% | 58,345 | -725 | -1.2% | -$13.12万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $1,084.93万 | 0.41% | 155,635 | -7,100 | -4.4% | -$49.49万 | 减仓 |
| CSCO | CISCO SYS INC | $1,090.40万 | 0.41% | 140,534 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $1,160.52万 | 0.44% | 53,419 | -669 | -1.2% | -$14.53万 | 减仓 |
| XT | ISHARES TR | $1,382.58万 | 0.52% | 202,875 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $1,384.25万 | 0.52% | 263,365 | 41,785 | 18.9% | $219.62万 | 加仓 |
| IHAK | ISHARES TR | $1,387.31万 | 0.52% | 317,825 | 11,440 | 3.7% | $49.94万 | 加仓 |
| IHF | ISHARES TR | $1,405.36万 | 0.53% | 335,810 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $1,563.02万 | 0.59% | 292,975 | -6,555 | -2.2% | -$34.97万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $1,834.24万 | 0.69% | 556,675 | 556,675 | — | $1,834.24万 | 新建仓 |
| BAC | BANK AMERICA CORP | $1,843.94万 | 0.70% | 378,244 | -3,059 | -0.8% | -$14.91万 | 减仓 |
| GII | SPDR INDEX SHS FDS | $1,938.43万 | 0.73% | 254,990 | 2,700 | 1.1% | $20.53万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $2,064.55万 | 0.78% | 163,944 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $2,122.65万 | 0.80% | 429,947 | -3,345 | -0.8% | -$16.51万 | 减仓 |
| PWR | QUANTA SVCS INC | $2,129.37万 | 0.80% | 38,785 | -105 | -0.3% | -$5.76万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,144.25万 | 0.81% | 396,930 | -1,346 | -0.3% | -$7.27万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $2,352.88万 | 0.89% | 495,030 | 1,895 | 0.4% | $9.01万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,451.10万 | 0.93% | 113,973 | -15 | -0.0% | -$3,226 | 减仓 |
| HDV | ISHARES TR | $2,611.77万 | 0.99% | 192,438 | 1,415 | 0.7% | $19.20万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $2,714.93万 | 1.03% | 804,617 | 804,617 | — | $2,714.93万 | 新建仓 |
| CMI | CUMMINS INC | $2,753.91万 | 1.04% | 51,186 | -840 | -1.6% | -$45.19万 | 减仓 |
| KBE | SPDR SERIES TRUST | $3,202.87万 | 1.21% | 537,846 | 107,540 | 25.0% | $640.40万 | 加仓 |
| CAT | CATERPILLAR INC | $3,335.36万 | 1.26% | 47,079 | -1,394 | -2.9% | -$98.76万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $3,409.61万 | 1.29% | 232,563 | -1,400 | -0.6% | -$20.53万 | 减仓 |
| IQLT | ISHARES TR | $3,601.55万 | 1.36% | 779,050 | 10,265 | 1.3% | $47.46万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,923.79万 | 1.48% | 81,882 | -15 | -0.0% | -$7,188 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $4,102.26万 | 1.55% | 48,491 | -290 | -0.6% | -$24.53万 | 减仓 |
| ARTY | ISHARES TR | $4,443.23万 | 1.68% | 954,917 | 235 | 0.0% | $1.09万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4,777.25万 | 1.80% | 162,403 | -175 | -0.1% | -$5.15万 | 减仓 |
| IWY | ISHARES TR | $5,010.87万 | 1.89% | 201,369 | 200 | 0.1% | $4.98万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $5,570.06万 | 2.10% | 290,228 | 1,635 | 0.6% | $31.38万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $6,463.06万 | 2.44% | 486,310 | -17,639 | -3.5% | -$234.42万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $6,621.72万 | 2.50% | 881,720 | -92,534 | -9.5% | -$694.93万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $7,090.40万 | 2.68% | 1,424,204 | 5,670 | 0.4% | $28.23万 | 加仓 |
| IVV | ISHARES TR | $7,413.15万 | 2.80% | 113,488 | -271 | -0.2% | -$17.70万 | 减仓 |
| IEMG | ISHARES INC | $8,572.25万 | 3.24% | 1,228,997 | -16,800 | -1.3% | -$117.18万 | 减仓 |
| IFRA | ISHARES TR | $9,855.70万 | 3.72% | 1,723,025 | 8,125 | 0.5% | $46.47万 | 加仓 |
| AAPL | APPLE INC | $1.09亿 | 4.12% | 429,452 | -1,435 | -0.3% | -$36.42万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1.32亿 | 4.97% | 889,433 | -3,034 | -0.3% | -$44.92万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1.35亿 | 5.09% | 2,592,485 | 273,190 | 11.8% | $1,418.68万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $1.45亿 | 5.46% | 1,827,711 | 2,248 | 0.1% | $17.79万 | 加仓 |
| EEMV | ISHARES INC | $1.52亿 | 5.74% | 2,347,193 | 58,030 | 2.5% | $375.63万 | 加仓 |
| EFAV | ISHARES TR | $1.57亿 | 5.92% | 1,713,828 | -47,665 | -2.7% | -$435.51万 | 减仓 |
| VLUE | ISHARES TR | $1.64亿 | 6.20% | 1,153,472 | -42,680 | -3.6% | -$606.87万 | 减仓 |
| QUAL | ISHARES TR | $2.31亿 | 8.71% | 1,201,810 | -464 | -0.0% | -$8.90万 | 减仓 |