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 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT | $44.75万 | 0.02% | 1,035 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $44.32万 | 0.02% | 1,813 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $41.37万 | 0.02% | 1,519 | 35 | 2.4% | $9,532 | 加仓 |
| AMGN | AMGEN INC | $41.25万 | 0.02% | 1,172 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $41.00万 | 0.02% | 5,515 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $40.49万 | 0.02% | 1,231 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $40.46万 | 0.02% | 3,065 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $40.31万 | 0.02% | 1,511 | 0 | 0.0% | — | 不变 |
| IA | INNOVATIVE SOLUTIONS & SUPPO | $39.82万 | 0.02% | 19,395 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES INC | $37.87万 | 0.01% | 7,127 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $36.45万 | 0.01% | 1,858 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $34.59万 | 0.01% | 1,445 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $34.22万 | 0.01% | 3,715 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $33.45万 | 0.01% | 1,335 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $33.30万 | 0.01% | 1,715 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $31.96万 | 0.01% | 1,496 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $31.74万 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| PSCT | INVESCO EXCH TRADED FD TR II | $31.42万 | 0.01% | 5,230 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $30.96万 | 0.01% | 2,725 | -85 | -3.0% | -$9,656 | 减仓 |
| IXJ | ISHARES TR | $30.12万 | 0.01% | 3,220 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $29.57万 | 0.01% | 6,700 | -3,466 | -34.1% | -$15.30万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $28.47万 | 0.01% | 2,645 | 480 | 22.2% | $5.17万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $26.77万 | 0.01% | 1,350 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $26.54万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $25.70万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $25.70万 | 0.01% | 4,460 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $24.78万 | 0.01% | 410 | -970 | -70.3% | -$58.63万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $24.54万 | 0.01% | 765 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $24.36万 | 0.01% | 1,140 | 1,140 | — | $24.36万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $23.84万 | 0.01% | 1,900 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $22.58万 | 0.01% | 2,343 | -60 | -2.5% | -$5,783 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $21.81万 | 0.01% | 3,710 | 3,710 | — | $21.81万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.21万 | 0.01% | 1,450 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $21.12万 | 0.01% | 366 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $20.61万 | 0.01% | 834 | 834 | — | $20.61万 | 新建仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $20.54万 | 0.01% | 11,685 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $20.27万 | 0.01% | 8,760 | -430 | -4.7% | -$9,949 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $20.17万 | 0.01% | 2,547 | -192 | -7.0% | -$1.52万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $17.66万 | 0.01% | 14,643 | 14,643 | — | $17.66万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $16.38万 | 0.01% | 19,004 | 0 | 0.0% | — | 不变 |
| — | NANOVIRICIDES INC | $1.44万 | 0.00% | 15,736 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $0 | 0.00% | 0 | -7,400 | -100.0% | -$76.99万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -1,180 | -100.0% | -$25.88万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGNX | COGNEX CORP | $0 | 0.00% | 0 | -6,270 | -100.0% | -$22.56万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -3,075 | -100.0% | -$20.30万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -351 | -100.0% | -$20.06万 | 清仓 |