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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $46.04万 | 0.02% | 1,813 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $45.10万 | 0.02% | 1,509 | -10 | -0.7% | -$2,989 | 减仓 |
| HD | HOME DEPOT INC | $44.12万 | 0.01% | 1,251 | 20 | 1.6% | $7,054 | 加仓 |
| PFF | ISHARES TR | $43.11万 | 0.01% | 14,140 | -3,195 | -18.4% | -$9.74万 | 减仓 |
| ORCL | ORACLE CORP | $42.91万 | 0.01% | 2,928 | -280 | -8.7% | -$4.10万 | 减仓 |
| AMGN | AMGEN INC | $42.46万 | 0.01% | 1,173 | 1 | 0.1% | $362 | 加仓 |
| EFV | ISHARES TR | $42.22万 | 0.01% | 5,515 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $41.67万 | 0.01% | 3,385 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $41.38万 | 0.01% | 1,501 | -10 | -0.7% | -$2,757 | 减仓 |
| VTV | VANGUARD INDEX FDS | $40.49万 | 0.01% | 1,858 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $36.53万 | 0.01% | 3,715 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $36.27万 | 0.01% | 1,496 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $35.62万 | 0.01% | 2,149 | -70 | -3.2% | -$1.16万 | 减仓 |
| IA | INNOVATIVE SOLUTIONS & SUPPO | $34.91万 | 0.01% | 19,395 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES INC | $33.14万 | 0.01% | 6,222 | -905 | -12.7% | -$4.82万 | 减仓 |
| BLK | BLACKROCK INC | $31.73万 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $31.68万 | 0.01% | 3,220 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $30.86万 | 0.01% | 4,460 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $30.77万 | 0.01% | 2,960 | -105 | -3.4% | -$1.09万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $29.77万 | 0.01% | 690 | 690 | — | $29.77万 | 新建仓 |
| WELL | WELLTOWER INC | $29.51万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $29.21万 | 0.01% | 2,200 | -525 | -19.3% | -$6.97万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $28.31万 | 0.01% | 765 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $28.09万 | 0.01% | 1,445 | 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 |
| INTU | INTUIT | $27.01万 | 0.01% | 1,035 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $26.95万 | 0.01% | 805 | -530 | -39.7% | -$17.75万 | 减仓 |
| QQQ | INVESCO QQQ TR | $26.95万 | 0.01% | 366 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $24.92万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| FCF | FIRST COMWLTH FINL CORP PA | $23.76万 | 0.01% | 11,685 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $23.33万 | 0.01% | 3,710 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $22.47万 | 0.01% | 2,507 | -40 | -1.6% | -$3,586 | 减仓 |
| V | VISA INC | $22.35万 | 0.01% | 652 | 0 | 0.0% | — | 重新持有 |
| DIS | DISNEY WALT CO | $22.26万 | 0.01% | 2,313 | -30 | -1.3% | -$2,887 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.02万 | 0.01% | 530 | 530 | — | $22.02万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $21.72万 | 0.01% | 834 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $21.29万 | 0.01% | 846 | 846 | — | $21.29万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $20.89万 | 0.01% | 410 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $20.28万 | 0.01% | 8,760 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $18.19万 | 0.01% | 19,004 | 0 | 0.0% | — | 不变 |
| PTY | PIMCO CORPORATE & INCOME OPP | $18.14万 | 0.01% | 15,076 | 433 | 3.0% | $5,209 | 加仓 |
| — | NANOVIRICIDES INC | $2.17万 | 0.00% | 15,736 | 0 | 0.0% | — | 不变 |
| 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 |