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Wharton Business Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Wharton Business Group, LLC
报告期 2026-03-31 · CIK 0001513126
持仓数
141
前50大市值合计
$2.53B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
23Q1
22Q4
22Q3
22Q2
21Q3
21Q2
22Q2 调仓
2021-09-30 → 2022-06-30 · 共 116 项
建仓 68
增持 31
减持 14
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
AAPL
APPLE INC
+$65.0M
475,354
建仓
IVV
ISHARES TR
+$62.8M
165,599
建仓
EEMV
ISHARES INC
+$55.1M
993,424
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
VYM
VANGUARD WHITEHALL FDS
+$46.9M
460,914
建仓
IWY
ISHARES TR
+$28.4M
226,741
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$28.0M
559,963
建仓
VBR
VANGUARD INDEX FDS
+$22.4M
149,620
建仓
EEMA
ISHARES INC
+$22.1M
323,992
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$20.5M
491,635
建仓
EWH
ISHARES INC
+$20.2M
908,587
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$19.2M
70,276
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$17.9M
124,538
建仓
IHF
ISHARES TR
+$17.2M
67,185
建仓
EXI
ISHARES TR
+$16.0M
166,065
建仓
PFF
ISHARES TR
+$15.8M
481,210
增持
QUAL
ISHARES TR
-$14.2M
1,209,006
+7%
增持
HDV
ISHARES TR
+$11.7M
242,909
+81%
减持
XLK
SELECT SECTOR SPDR TR
-$11.5M
351,237
-7%
建仓
CMI
CUMMINS INC
+$9.9M
51,229
建仓
PWR
QUANTA SVCS INC
+$9.6M
76,450
建仓
—
JACOBS ENGR GROUP INC
+$9.4M
73,940
增持
VLUE
ISHARES TR
+$9.4M
943,426
+25%
增持
EFAV
ISHARES TR
+$9.2M
1,421,756
+33%
建仓
CAT
CATERPILLAR INC
+$7.9M
44,191
减持
XLI
SELECT SECTOR SPDR TR
-$7.5M
209,342
-20%
增持
JPM
JPMORGAN CHASE & CO
-$7.0M
180,844
+8%
建仓
BAC
BK OF AMERICA CORP
+$6.9M
220,810
建仓
MSFT
MICROSOFT CORP
+$5.8M
22,580
建仓
OEF
ISHARES TR
+$5.8M
33,544
建仓
IGSB
ISHARES TR
+$5.6M
110,645
减持
HEFA
ISHARES TR
-$5.3M
481,345
-20%
增持
KBWB
INVESCO EXCH TRADED FD TR II
-$5.0M
811,255
+16%
建仓
UNP
UNION PAC CORP
+$4.5M
21,093
建仓
JBHT
HUNT J B TRANS SVCS INC
+$4.3M
27,297
建仓
—
WESTROCK CO
+$3.9M
98,381
建仓
EMB
ISHARES TR
+$3.7M
43,575
增持
GS
GOLDMAN SACHS GROUP INC
-$3.0M
59,092
+9%
建仓
UPS
UNITED PARCEL SERVICE INC
+$3.0M
16,433
减持
PWB
INVESCO EXCHANGE TRADED FD T
-$2.8M
171,439
-1%
建仓
IWF
ISHARES TR
+$2.6M
11,954
增持
MCHI
ISHARES TR
-$2.1M
180,895
+0%
建仓
FXI
ISHARES TR
+$1.7M
51,128
增持
CSCO
CISCO SYS INC
-$1.7M
147,668
+1%
建仓
C
CITIGROUP INC
+$1.7M
36,043
增持
XLV
SELECT SECTOR SPDR TR
+$1.6M
250,323
+5%
增持
CNYA
ISHARES TR
+$1.4M
122,075
+59%
减持
PYPL
PAYPAL HLDGS INC
-$1.3M
4,110
-35%
增持
ARTY
ISHARES TR
-$1.3M
222,342
+31%
建仓
IHI
ISHARES TR
+$1.3M
254,136
增持
IEMG
ISHARES INC
+$1.3M
1,963,181
+28%
增持
KBE
SPDR SER TR
-$1.3M
146,646
+1%
建仓
JNJ
JOHNSON & JOHNSON
+$1.2M
6,588
增持
USMV
ISHARES TR
+$1.1M
88,956
+28%
建仓
AMZN
AMAZON COM INC
+$1.1M
10,340
增持
GOOGL
ALPHABET INC
-$976.0K
2,413
+3%
增持
—
ASML HOLDING N V
+$964.0K
2,895
+422%
增持
FDX
FEDEX CORP
+$874.0K
6,295
+150%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$840.0K
5,058
+188%
建仓
INTC
INTEL CORP
+$783.0K
20,931
建仓
PG
PROCTER AND GAMBLE CO
+$726.0K
5,050
建仓
LMT
LOCKHEED MARTIN CORP
+$696.0K
1,619
建仓
WFC
WELLS FARGO CO NEW
+$685.0K
17,480
建仓
PFE
PFIZER INC
+$624.0K
11,907
建仓
STBA
S & T BANCORP INC
+$551.0K
20,083
建仓
DHR
DANAHER CORPORATION
+$537.0K
2,120
增持
IDNA
ISHARES TR
+$502.0K
299,875
+86%
减持
IEFA
ISHARES TR
-$500.0K
32,225
-0%
建仓
IDV
ISHARES TR
+$498.0K
18,340
建仓
MCD
MCDONALDS CORP
+$494.0K
2,000
增持
VUSB
VANGUARD BD INDEX FDS
-$487.0K
4,056,969
+2%
建仓
MS
MORGAN STANLEY
+$481.0K
6,329
建仓
MGV
VANGUARD WORLD FD
+$441.0K
4,590
建仓
PAYX
PAYCHEX INC
+$430.0K
3,774
建仓
PNC
PNC FINL SVCS GROUP INC
+$419.0K
2,656
建仓
ILCG
ISHARES TR
+$400.0K
7,985
建仓
INTU
INTUIT
+$399.0K
1,035
建仓
CI
CIGNA CORP NEW
+$396.0K
1,501
增持
MPB
MID PENN BANCORP INC
+$381.0K
67,026
+29%
增持
IHAK
ISHARES TR
-$371.0K
210,596
+18%
建仓
PEP
PEPSICO INC
+$361.0K
2,169
建仓
TXN
TEXAS INSTRS INC
+$343.0K
2,235
建仓
SUSL
ISHARES TR
+$334.0K
5,030
增持
SMLF
ISHARES TR
+$329.0K
30,115
+49%
建仓
AMGN
AMGEN INC
+$323.0K
1,328
增持
XLF
SELECT SECTOR SPDR TR
-$322.0K
161,903
+12%
建仓
CVX
CHEVRON CORP NEW
+$321.0K
2,219
建仓
EPP
ISHARES INC
+$315.0K
7,562
增持
SIZE
ISHARES TR
+$315.0K
12,725
+50%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$280.0K
3,515
增持
XVV
ISHARES TR
-$279.0K
66,640
+2%
减持
GOOG
ALPHABET INC
-$273.0K
208
-24%
建仓
CINF
CINCINNATI FINL CORP
+$272.0K
2,282
建仓
CGNX
COGNEX CORP
+$267.0K
6,270
建仓
IVW
ISHARES TR
+$264.0K
4,376
清仓
—
RIVERVIEW FINL CORP NEW
-$263.0K
0
-100%
清仓
—
LORDSTOWN MOTORS CORP
-$261.0K
0
-100%
建仓
ADSK
AUTODESK INC
+$248.0K
1,445
建仓
VTV
VANGUARD INDEX FDS
+$245.0K
1,858
建仓
PSCT
INVESCO EXCH TRADED FD TR II
+$241.0K
2,080
减持
PWV
INVESCO EXCHANGE TRADED FD T
-$231.0K
205,116
-1%
建仓
DIS
DISNEY WALT CO
+$222.0K
2,348
清仓
CMCSA
COMCAST CORP NEW
-$212.0K
0
-100%
减持
VHT
VANGUARD WORLD FDS
-$207.0K
6,178
-8%
建仓
ESGE
ISHARES INC
+$204.0K
6,325
减持
NVDA
NVIDIA CORPORATION
-$169.0K
1,890
-14%
减持
BABA
ALIBABA GROUP HLDG LTD
-$165.0K
4,382
-2%
建仓
FCF
FIRST COMWLTH FINL CORP PA
+$157.0K
11,685
减持
—
BLACKROCK INC
-$155.0K
583
-4%
增持
XT
ISHARES TR
+$139.0K
27,380
+46%
减持
ORCL
ORACLE CORP
-$125.0K
6,078
-4%
增持
XPH
SPDR SER TR
+$79.0K
50,210
+17%
建仓
FRBKQ
REPUBLIC FIRST BANCORP INC
+$68.0K
17,855
增持
VONG
VANGUARD SCOTTSDALE FDS
-$66.0K
6,095
+5%
建仓
NNVC
NANOVIRICIDES INC
+$32.0K
17,236
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$29.0K
1,930
+0%
减持
DGRW
WISDOMTREE TR
-$27.0K
10,345
-2%
