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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $2.56亿 | 8.56% | 1,167,255 | -34,555 | -2.9% | -$758.24万 | 减仓 |
| VLUE | ISHARES TR | $2.13亿 | 7.13% | 1,066,732 | -86,740 | -7.5% | -$1,733.15万 | 减仓 |
| EEMV | ISHARES INC | $1.73亿 | 5.78% | 2,294,992 | -52,201 | -2.2% | -$392.97万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $1.64亿 | 5.50% | 1,767,605 | -60,106 | -3.3% | -$558.87万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1.61亿 | 5.37% | 3,067,790 | 475,305 | 18.3% | $2,487.74万 | 加仓 |
| EFAV | ISHARES TR | $1.47亿 | 4.90% | 1,671,587 | -42,241 | -2.5% | -$370.49万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1.30亿 | 4.34% | 820,989 | -68,444 | -7.7% | -$1,081.62万 | 减仓 |
| AAPL | APPLE INC | $1.17亿 | 3.93% | 405,851 | -23,601 | -5.5% | -$682.92万 | 减仓 |
| IFRA | ISHARES TR | $1.00亿 | 3.36% | 1,592,700 | -130,325 | -7.6% | -$821.57万 | 减仓 |
| IEMG | ISHARES INC | $9,575.90万 | 3.20% | 1,155,957 | -73,040 | -5.9% | -$605.06万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $8,588.60万 | 2.87% | 450,797 | -35,513 | -7.3% | -$676.59万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $7,384.41万 | 2.47% | 881,721 | 1 | 0.0% | $84 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $7,157.10万 | 2.39% | 1,437,741 | 13,537 | 1.0% | $67.39万 | 加仓 |
| ARTY | ISHARES TR | $7,045.00万 | 2.36% | 930,967 | -23,950 | -2.5% | -$181.24万 | 减仓 |
| IVV | ISHARES TR | $6,248.20万 | 2.09% | 83,433 | -30,055 | -26.5% | -$2,250.78万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $6,189.86万 | 2.07% | 290,918 | 690 | 0.2% | $14.68万 | 加仓 |
| IWY | ISHARES TR | $5,904.90万 | 1.97% | 203,184 | 1,815 | 0.9% | $52.75万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5,305.96万 | 1.77% | 162,098 | -305 | -0.2% | -$9.98万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $4,904.20万 | 1.64% | 48,491 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $4,293.00万 | 1.44% | 40,314 | -6,765 | -14.4% | -$720.40万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,086.79万 | 1.37% | 81,672 | -210 | -0.3% | -$10.51万 | 减仓 |
| IQLT | ISHARES TR | $3,860.19万 | 1.29% | 779,050 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $3,683.10万 | 1.23% | 232,139 | -424 | -0.2% | -$6.73万 | 减仓 |
| KBE | SPDR SERIES TRUST | $3,664.90万 | 1.23% | 537,221 | -625 | -0.1% | -$4.26万 | 减仓 |
| IGSB | ISHARES TR | $3,471.50万 | 1.16% | 662,380 | 399,015 | 151.5% | $2,091.22万 | 加仓 |
| CMI | CUMMINS INC | $3,322.60万 | 1.11% | 46,586 | -4,600 | -9.0% | -$328.08万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $3,154.20万 | 1.05% | 598,286 | 41,611 | 7.5% | $219.38万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $2,751.70万 | 0.92% | 865,845 | 61,228 | 7.6% | $194.59万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $2,708.80万 | 0.91% | 160,799 | -3,145 | -1.9% | -$52.98万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $2,674.65万 | 0.89% | 495,030 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,465.18万 | 0.82% | 104,183 | -9,790 | -8.6% | -$231.65万 | 减仓 |
| PWR | QUANTA SVCS INC | $2,415.37万 | 0.81% | 33,545 | -5,240 | -13.5% | -$377.30万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $2,341.08万 | 0.78% | 436,687 | 6,740 | 1.6% | $36.13万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,321.30万 | 0.78% | 388,891 | -8,039 | -2.0% | -$47.98万 | 减仓 |
| HDV | ISHARES TR | $2,191.64万 | 0.73% | 799,575 | -162,615 | -16.9% | -$445.73万 | 减仓 |
| BAC | BANK OF AMER CORP | $2,132.53万 | 0.71% | 374,259 | -3,985 | -1.1% | -$22.71万 | 减仓 |
| GII | SPDR INDEX SHS FDS | $1,930.53万 | 0.65% | 254,990 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES TR | $1,858.04万 | 0.62% | 335,810 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1,756.90万 | 0.59% | 21,181 | -2,010 | -8.7% | -$166.72万 | 减仓 |
| IHAK | ISHARES TR | $1,754.31万 | 0.59% | 288,965 | -28,860 | -9.1% | -$175.21万 | 减仓 |
| XT | ISHARES TR | $1,676.36万 | 0.56% | 202,875 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $1,650.71万 | 0.55% | 140,534 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $1,351.80万 | 0.45% | 273,580 | -19,395 | -6.6% | -$95.83万 | 减仓 |
| OEF | ISHARES TR | $1,210.10万 | 0.40% | 33,074 | 1,180 | 3.7% | $43.17万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $1,179.20万 | 0.39% | 155,635 | 0 | 0.0% | — | 不变 |
| EXI | ISHARES TR | $1,169.82万 | 0.39% | 58,345 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $982.29万 | 0.33% | 15,330 | -544 | -3.4% | -$34.86万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $981.69万 | 0.33% | 40,400 | -13,019 | -24.4% | -$316.35万 | 减仓 |
| GM | GENERAL MTRS CO | $930.55万 | 0.31% | 120,725 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $906.09万 | 0.30% | 268,472 | -1,515 | -0.6% | -$5.11万 | 减仓 |
| MCHI | ISHARES TR | $851.43万 | 0.28% | 166,865 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $788.76万 | 0.26% | 62,600 | 200 | 0.3% | $2.52万 | 加仓 |
| FDX | FEDEX CORP | $733.07万 | 0.25% | 23,411 | 4,635 | 24.7% | $145.14万 | 加仓 |
| C | CITIGROUP INC | $710.69万 | 0.24% | 50,778 | -120 | -0.2% | -$1.68万 | 减仓 |
| UNP | UNION PAC CORP | $672.70万 | 0.22% | 24,731 | -300 | -1.2% | -$8.16万 | 减仓 |
| USMV | ISHARES TR | $642.30万 | 0.21% | 66,592 | -524 | -0.8% | -$5.05万 | 减仓 |
| CSX | CSX CORP | $602.13万 | 0.20% | 126,685 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $501.45万 | 0.17% | 13,443 | 25 | 0.2% | $9,325 | 加仓 |
| TXT | TEXTRON INC | $479.93万 | 0.16% | 52,320 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $451.60万 | 0.15% | 2,270 | -15 | -0.7% | -$2.98万 | 减仓 |
| XVV | ISHARES TR | $431.15万 | 0.14% | 75,920 | -520 | -0.7% | -$2.95万 | 减仓 |
| IWF | ISHARES TR | $423.28万 | 0.14% | 34,088 | -108 | -0.3% | -$1.34万 | 减仓 |
| EMB | ISHARES TR | $406.20万 | 0.14% | 42,115 | -105 | -0.2% | -$1.01万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $312.26万 | 0.10% | 15,606 | 105 | 0.7% | $2.10万 | 加仓 |
| XPH | SPDR SERIES TRUST | $307.46万 | 0.10% | 46,395 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $280.98万 | 0.09% | 29,093 | -425 | -1.4% | -$4.10万 | 减仓 |
| AMZN | AMAZON COM INC | $271.59万 | 0.09% | 11,395 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $252.50万 | 0.08% | 13,632 | -340 | -2.4% | -$6.30万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $230.40万 | 0.08% | 7,961 | -440 | -5.2% | -$12.73万 | 减仓 |
| SMLF | ISHARES TR | $193.43万 | 0.06% | 21,700 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $167.01万 | 0.06% | 43,605 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $164.02万 | 0.05% | 4,642 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $155.83万 | 0.05% | 98,567 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $146.07万 | 0.05% | 17,675 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $138.24万 | 0.05% | 8,128 | 0 | 0.0% | — | 不变 |
| EEMA | ISHARES INC | $137.10万 | 0.05% | 11,722 | -375 | -3.1% | -$4.39万 | 减仓 |
| META | META PLATFORMS INC | $136.54万 | 0.05% | 2,424 | -165 | -6.4% | -$9.29万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $134.86万 | 0.05% | 30,402 | 0 | 0.0% | — | 不变 |
| STBA | S & T BANCORP INC | $132.70万 | 0.04% | 27,033 | 771 | 2.9% | $3.78万 | 加仓 |
| GEV | GE VERNOVA INC | $117.49万 | 0.04% | 1,000 | -135 | -11.9% | -$15.86万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $113.00万 | 0.04% | 24,424 | -438 | -1.8% | -$2.03万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $107.52万 | 0.04% | 13,605 | 635 | 4.9% | $5.02万 | 加仓 |
| NN | NEXTNAV INC | $100.49万 | 0.03% | 56,360 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES TR | $100.10万 | 0.03% | 31,703 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $98.92万 | 0.03% | 10,345 | 0 | 0.0% | — | 不变 |
| MPB | MID PENN BANCORP INC | $94.44万 | 0.03% | 27,108 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $92.43万 | 0.03% | 25,090 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $88.43万 | 0.03% | 5,410 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $86.08万 | 0.03% | 6,165 | -535 | -8.0% | -$7.47万 | 减仓 |
| LLY | ELI LILLY & CO | $79.76万 | 0.03% | 665 | 0 | 0.0% | — | 不变 |
| HEEM | ISHARES INC | $70.96万 | 0.02% | 15,865 | -435 | -2.7% | -$1.95万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $69.12万 | 0.02% | 4,780 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $65.40万 | 0.02% | 2,656 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $60.81万 | 0.02% | 2,909 | -45 | -1.5% | -$9,407 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $59.56万 | 0.02% | 4,660 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $55.83万 | 0.02% | 2,723 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $51.12万 | 0.02% | 1,715 | 0 | 0.0% | — | 不变 |
| WTV | WISDOMTREE TR | $49.69万 | 0.02% | 4,885 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $49.40万 | 0.02% | 1,140 | 0 | 0.0% | — | 不变 |
| PSCT | INVESCO EXCH TRADED FD TR II | $48.30万 | 0.02% | 5,230 | 0 | 0.0% | — | 不变 |