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 |
|---|---|---|---|---|---|---|---|---|
| PWV | INVESCO EXCHANGE TRADED FD T | $1,179.20万 | 0.39% | 155,635 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $1,210.10万 | 0.40% | 33,074 | 1,180 | 3.7% | $43.17万 | 加仓 |
| IHI | ISHARES TR | $1,351.80万 | 0.45% | 273,580 | -19,395 | -6.6% | -$95.83万 | 减仓 |
| CSCO | CISCO SYS INC | $1,650.71万 | 0.55% | 140,534 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $1,676.36万 | 0.56% | 202,875 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES TR | $1,754.31万 | 0.59% | 288,965 | -28,860 | -9.1% | -$175.21万 | 减仓 |
| GOOGL | ALPHABET INC | $1,756.90万 | 0.59% | 21,181 | -2,010 | -8.7% | -$166.72万 | 减仓 |
| IHF | ISHARES TR | $1,858.04万 | 0.62% | 335,810 | 0 | 0.0% | — | 不变 |
| GII | SPDR INDEX SHS FDS | $1,930.53万 | 0.65% | 254,990 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $2,132.53万 | 0.71% | 374,259 | -3,985 | -1.1% | -$22.71万 | 减仓 |
| HDV | ISHARES TR | $2,191.64万 | 0.73% | 799,575 | -162,615 | -16.9% | -$445.73万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,321.30万 | 0.78% | 388,891 | -8,039 | -2.0% | -$47.98万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $2,341.08万 | 0.78% | 436,687 | 6,740 | 1.6% | $36.13万 | 加仓 |
| PWR | QUANTA SVCS INC | $2,415.37万 | 0.81% | 33,545 | -5,240 | -13.5% | -$377.30万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,465.18万 | 0.82% | 104,183 | -9,790 | -8.6% | -$231.65万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $2,674.65万 | 0.89% | 495,030 | 0 | 0.0% | — | 不变 |
| PWB | INVESCO EXCHANGE TRADED FD T | $2,708.80万 | 0.91% | 160,799 | -3,145 | -1.9% | -$52.98万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $2,751.70万 | 0.92% | 865,845 | 61,228 | 7.6% | $194.59万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $3,154.20万 | 1.05% | 598,286 | 41,611 | 7.5% | $219.38万 | 加仓 |
| CMI | CUMMINS INC | $3,322.60万 | 1.11% | 46,586 | -4,600 | -9.0% | -$328.08万 | 减仓 |
| IGSB | ISHARES TR | $3,471.50万 | 1.16% | 662,380 | 399,015 | 151.5% | $2,091.22万 | 加仓 |
| KBE | SPDR SERIES TRUST | $3,664.90万 | 1.23% | 537,221 | -625 | -0.1% | -$4.26万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $3,683.10万 | 1.23% | 232,139 | -424 | -0.2% | -$6.73万 | 减仓 |
| IQLT | ISHARES TR | $3,860.19万 | 1.29% | 779,050 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,086.79万 | 1.37% | 81,672 | -210 | -0.3% | -$10.51万 | 减仓 |
| CAT | CATERPILLAR INC | $4,293.00万 | 1.44% | 40,314 | -6,765 | -14.4% | -$720.40万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $4,904.20万 | 1.64% | 48,491 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $5,305.96万 | 1.77% | 162,098 | -305 | -0.2% | -$9.98万 | 减仓 |
| IWY | ISHARES TR | $5,904.90万 | 1.97% | 203,184 | 1,815 | 0.9% | $52.75万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $6,189.86万 | 2.07% | 290,918 | 690 | 0.2% | $14.68万 | 加仓 |
| IVV | ISHARES TR | $6,248.20万 | 2.09% | 83,433 | -30,055 | -26.5% | -$2,250.78万 | 减仓 |
| ARTY | ISHARES TR | $7,045.00万 | 2.36% | 930,967 | -23,950 | -2.5% | -$181.24万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $7,157.10万 | 2.39% | 1,437,741 | 13,537 | 1.0% | $67.39万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $7,384.41万 | 2.47% | 881,721 | 1 | 0.0% | $84 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $8,588.60万 | 2.87% | 450,797 | -35,513 | -7.3% | -$676.59万 | 减仓 |
| IEMG | ISHARES INC | $9,575.90万 | 3.20% | 1,155,957 | -73,040 | -5.9% | -$605.06万 | 减仓 |
| IFRA | ISHARES TR | $1.00亿 | 3.36% | 1,592,700 | -130,325 | -7.6% | -$821.57万 | 减仓 |
| AAPL | APPLE INC | $1.17亿 | 3.93% | 405,851 | -23,601 | -5.5% | -$682.92万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1.30亿 | 4.34% | 820,989 | -68,444 | -7.7% | -$1,081.62万 | 减仓 |
| EFAV | ISHARES TR | $1.47亿 | 4.90% | 1,671,587 | -42,241 | -2.5% | -$370.49万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1.61亿 | 5.37% | 3,067,790 | 475,305 | 18.3% | $2,487.74万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $1.64亿 | 5.50% | 1,767,605 | -60,106 | -3.3% | -$558.87万 | 减仓 |
| EEMV | ISHARES INC | $1.73亿 | 5.78% | 2,294,992 | -52,201 | -2.2% | -$392.97万 | 减仓 |
| VLUE | ISHARES TR | $2.13亿 | 7.13% | 1,066,732 | -86,740 | -7.5% | -$1,733.15万 | 减仓 |
| QUAL | ISHARES TR | $2.56亿 | 8.56% | 1,167,255 | -34,555 | -2.9% | -$758.24万 | 减仓 |