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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $2.31亿 | 8.71% | 1,201,810 | -464 | -0.0% | -$8.90万 | 减仓 |
| VLUE | ISHARES TR | $1.64亿 | 6.20% | 1,153,472 | -42,680 | -3.6% | -$606.87万 | 减仓 |
| EFAV | ISHARES TR | $1.57亿 | 5.92% | 1,713,828 | -47,665 | -2.7% | -$435.51万 | 减仓 |
| EEMV | ISHARES INC | $1.52亿 | 5.74% | 2,347,193 | 58,030 | 2.5% | $375.63万 | 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 |
| BINC | BLACKROCK ETF TRUST II | $1.35亿 | 5.09% | 2,592,485 | 273,190 | 11.8% | $1,418.68万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1.32亿 | 4.97% | 889,433 | -3,034 | -0.3% | -$44.92万 | 减仓 |
| AAPL | APPLE INC | $1.09亿 | 4.12% | 429,452 | -1,435 | -0.3% | -$36.42万 | 减仓 |
| IFRA | ISHARES TR | $9,855.70万 | 3.72% | 1,723,025 | 8,125 | 0.5% | $46.47万 | 加仓 |
| IEMG | ISHARES INC | $8,572.25万 | 3.24% | 1,228,997 | -16,800 | -1.3% | -$117.18万 | 减仓 |
| IVV | ISHARES TR | $7,413.15万 | 2.80% | 113,488 | -271 | -0.2% | -$17.70万 | 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 |
| VEU | VANGUARD INTL EQUITY INDEX F | $6,621.72万 | 2.50% | 881,720 | -92,534 | -9.5% | -$694.93万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $6,463.06万 | 2.44% | 486,310 | -17,639 | -3.5% | -$234.42万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $5,570.06万 | 2.10% | 290,228 | 1,635 | 0.6% | $31.38万 | 加仓 |
| IWY | ISHARES TR | $5,010.87万 | 1.89% | 201,369 | 200 | 0.1% | $4.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4,777.25万 | 1.80% | 162,403 | -175 | -0.1% | -$5.15万 | 减仓 |
| ARTY | ISHARES TR | $4,443.23万 | 1.68% | 954,917 | 235 | 0.0% | $1.09万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $4,102.26万 | 1.55% | 48,491 | -290 | -0.6% | -$24.53万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,923.79万 | 1.48% | 81,882 | -15 | -0.0% | -$7,188 | 减仓 |
| IQLT | ISHARES TR | $3,601.55万 | 1.36% | 779,050 | 10,265 | 1.3% | $47.46万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $3,409.61万 | 1.29% | 232,563 | -1,400 | -0.6% | -$20.53万 | 减仓 |
| CAT | CATERPILLAR INC | $3,335.36万 | 1.26% | 47,079 | -1,394 | -2.9% | -$98.76万 | 减仓 |
| KBE | SPDR SERIES TRUST | $3,202.87万 | 1.21% | 537,846 | 107,540 | 25.0% | $640.40万 | 加仓 |
| CMI | CUMMINS INC | $2,753.91万 | 1.04% | 51,186 | -840 | -1.6% | -$45.19万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $2,714.93万 | 1.03% | 804,617 | 804,617 | — | $2,714.93万 | 新建仓 |
| HDV | ISHARES TR | $2,611.77万 | 0.99% | 192,438 | 1,415 | 0.7% | $19.20万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,451.10万 | 0.93% | 113,973 | -15 | -0.0% | -$3,226 | 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 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,144.25万 | 0.81% | 396,930 | -1,346 | -0.3% | -$7.27万 | 减仓 |
| PWR | QUANTA SVCS INC | $2,129.37万 | 0.80% | 38,785 | -105 | -0.3% | -$5.76万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $2,122.65万 | 0.80% | 429,947 | -3,345 | -0.8% | -$16.51万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $2,064.55万 | 0.78% | 163,944 | 0 | 0.0% | — | 不变 |
| GII | SPDR INDEX SHS FDS | $1,938.43万 | 0.73% | 254,990 | 2,700 | 1.1% | $20.53万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,843.94万 | 0.70% | 378,244 | -3,059 | -0.8% | -$14.91万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $1,834.24万 | 0.69% | 556,675 | 556,675 | — | $1,834.24万 | 新建仓 |
| IHI | ISHARES TR | $1,563.02万 | 0.59% | 292,975 | -6,555 | -2.2% | -$34.97万 | 减仓 |
| IHF | ISHARES TR | $1,405.36万 | 0.53% | 335,810 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES TR | $1,387.31万 | 0.52% | 317,825 | 11,440 | 3.7% | $49.94万 | 加仓 |
| IGSB | ISHARES TR | $1,384.25万 | 0.52% | 263,365 | 41,785 | 18.9% | $219.62万 | 加仓 |
| XT | ISHARES TR | $1,382.58万 | 0.52% | 202,875 | 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 |
| CSCO | CISCO SYS INC | $1,090.40万 | 0.41% | 140,534 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO EXCHANGE TRADED FD T | $1,084.93万 | 0.41% | 155,635 | -7,100 | -4.4% | -$49.49万 | 减仓 |
| EXI | ISHARES TR | $1,056.10万 | 0.40% | 58,345 | -725 | -1.2% | -$13.12万 | 减仓 |
| OEF | ISHARES TR | $1,014.45万 | 0.38% | 31,894 | 505 | 1.6% | $16.06万 | 加仓 |
| MCHI | ISHARES TR | $937.45万 | 0.35% | 166,865 | -30 | -0.0% | -$1,685 | 减仓 |
| GM | GENERAL MTRS CO | $899.40万 | 0.34% | 120,725 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $794.23万 | 0.30% | 62,400 | 240 | 0.4% | $3.05万 | 加仓 |
| — | ISHARES TR | $784.31万 | 0.30% | 269,987 | -3,160 | -1.2% | -$9.18万 | 减仓 |
| FDX | FEDEX CORP | $668.76万 | 0.25% | 18,776 | -45 | -0.2% | -$1.60万 | 减仓 |
| GOOGL | ALPHABET INC | $666.88万 | 0.25% | 23,191 | -1,045 | -4.3% | -$30.05万 | 减仓 |
| USMV | ISHARES TR | $622.44万 | 0.24% | 67,116 | 481 | 0.7% | $4.46万 | 加仓 |
| UNP | UNION PAC CORP | $607.33万 | 0.23% | 25,031 | 10 | 0.0% | $2,426 | 加仓 |
| C | CITIGROUP INC | $577.23万 | 0.22% | 50,898 | -30 | -0.1% | -$3,402 | 减仓 |
| SOXX | ISHARES TR | $521.71万 | 0.20% | 15,874 | -265 | -1.6% | -$8.71万 | 减仓 |
| CSX | CSX CORP | $520.04万 | 0.20% | 126,685 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $496.69万 | 0.19% | 13,418 | -3,640 | -21.3% | -$134.74万 | 减仓 |
| TXT | TEXTRON INC | $458.11万 | 0.17% | 52,320 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $396.57万 | 0.15% | 42,220 | 50 | 0.1% | $4,697 | 加仓 |
| XVV | ISHARES TR | $376.24万 | 0.14% | 76,440 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $364.54万 | 0.14% | 8,549 | 95 | 1.1% | $4.05万 | 加仓 |
| ASML | ASML HLDG NV | $301.81万 | 0.11% | 2,285 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $270.34万 | 0.10% | 15,501 | 1,215 | 8.5% | $21.19万 | 加仓 |
| IEFA | ISHARES TR | $267.23万 | 0.10% | 29,518 | -1,130 | -3.7% | -$10.23万 | 减仓 |
| XPH | SPDR SERIES TRUST | $250.95万 | 0.09% | 46,395 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $237.32万 | 0.09% | 11,395 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $225.96万 | 0.09% | 13,972 | -79,669 | -85.1% | -$1,288.45万 | 减仓 |
| — | GLOBAL X FDS | $195.95万 | 0.07% | 98,567 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $178.02万 | 0.07% | 8,401 | 280 | 3.4% | $5.93万 | 加仓 |
| SMLF | ISHARES TR | $163.81万 | 0.06% | 21,700 | -30 | -0.1% | -$2,265 | 减仓 |
| — | ISHARES TR | $149.04万 | 0.06% | 43,605 | -70 | -0.2% | -$2,393 | 减仓 |
| META | META PLATFORMS INC | $148.12万 | 0.06% | 2,589 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $140.71万 | 0.05% | 17,675 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $137.48万 | 0.05% | 8,128 | -1,360 | -14.3% | -$23.00万 | 减仓 |
| GOOG | ALPHABET INC | $133.16万 | 0.05% | 4,642 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $118.14万 | 0.04% | 30,402 | 0 | 0.0% | — | 不变 |
| EEMA | ISHARES INC | $115.81万 | 0.04% | 12,097 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES TR | $113.81万 | 0.04% | 31,703 | 0 | 0.0% | — | 不变 |
| STBA | S & T BANCORP INC | $109.85万 | 0.04% | 26,262 | 50 | 0.2% | $2,091 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $102.81万 | 0.04% | 12,970 | 2,965 | 29.6% | $23.50万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $99.08万 | 0.04% | 24,862 | -1,880 | -7.0% | -$7.49万 | 减仓 |
| GEV | GE VERNOVA INC | $99.07万 | 0.04% | 1,135 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $90.87万 | 0.03% | 10,345 | 0 | 0.0% | — | 不变 |
| NN | NEXTNAV INC | $90.29万 | 0.03% | 56,360 | 0 | 0.0% | — | 不变 |
| MPB | MID PENN BANCORP INC | $87.18万 | 0.03% | 27,108 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $85.23万 | 0.03% | 25,090 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $78.42万 | 0.03% | 5,410 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $66.19万 | 0.03% | 2,723 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $61.16万 | 0.02% | 665 | 0 | 0.0% | — | 不变 |
| HEEM | ISHARES INC | $60.18万 | 0.02% | 16,300 | -1,225 | -7.0% | -$4.52万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $56.71万 | 0.02% | 4,780 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $55.27万 | 0.02% | 2,656 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $53.24万 | 0.02% | 3,385 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $52.56万 | 0.02% | 17,335 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $51.12万 | 0.02% | 4,660 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $48.61万 | 0.02% | 2,954 | -290 | -8.9% | -$4.77万 | 减仓 |
| ORCL | ORACLE CORP | $47.19万 | 0.02% | 3,208 | 8 | 0.2% | $1,177 | 加仓 |
| WTV | WISDOMTREE TR | $46.28万 | 0.02% | 4,885 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $45.91万 | 0.02% | 2,219 | 0 | 0.0% | — | 不变 |