Wharton Business Group, LLC 13F 持仓 · 2026年Q2
Wharton Business Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 142 只证券，申报市值合计 29.91 亿美元。前几大持仓：QUAL（8.56%）、VLUE（7.13%）、EEMV（5.78%）。本季前 25 大持仓中：增持 6 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | $256.1M | 8.56% | 1.2M | 减持 |
| 2 | VLUE | ISHARES TR | $213.1M | 7.13% | 1.1M | 减持 |
| 3 | EEMV | ISHARES INC | $172.8M | 5.78% | 2.3M | 减持 |
| 4 | KBWB | INVESCO EXCH TRADED FD TR II | $164.4M | 5.50% | 1.8M | 减持 |
| 5 | BINC | BLACKROCK ETF TRUST II | $160.6M | 5.37% | 3.1M | 增持 |
| 6 | EFAV | ISHARES TR | $146.6M | 4.90% | 1.7M | 减持 |
| 7 | VYM | VANGUARD WHITEHALL FDS | $129.7M | 4.34% | 820,989 | 减持 |
| 8 | AAPL | APPLE INC | $117.4M | 3.93% | 405,851 | 减持 |
| 9 | IFRA | ISHARES TR | $100.4M | 3.36% | 1.6M | 减持 |
| 10 | IEMG | ISHARES INC | $95.8M | 3.20% | 1.2M | 减持 |
| 11 | XLK | SELECT SECTOR SPDR TR | $85.9M | 2.87% | 450,797 | 减持 |
| 12 | VEU | VANGUARD INTL EQUITY INDEX F | $73.8M | 2.47% | 881,721 | 增持 |
| 13 | VUSB | VANGUARD BD INDEX FDS | $71.6M | 2.39% | 1.4M | 增持 |
| 14 | ARTY | ISHARES TR | $70.5M | 2.36% | 930,967 | 减持 |
| 15 | IVV | ISHARES TR | $62.5M | 2.09% | 83,433 | 减持 |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | $61.9M | 2.07% | 290,918 | 增持 |
| 17 | IWY | ISHARES TR | $59.0M | 1.97% | 203,184 | 增持 |
| 18 | JPM | JPMORGAN CHASE & CO | $53.1M | 1.77% | 162,098 | 减持 |
| 19 | GS | GOLDMAN SACHS GROUP INC | $49.0M | 1.64% | 48,491 | 持平 |
| 20 | CAT | CATERPILLAR INC | $42.9M | 1.44% | 40,314 | 减持 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $40.9M | 1.37% | 81,672 | 减持 |
| 22 | IQLT | ISHARES TR | $38.6M | 1.29% | 779,050 | 持平 |
| 23 | KBE | SPDR SERIES TRUST | $36.6M | 1.23% | 537,221 | 减持 |
| 24 | XLV | SELECT SECTOR SPDR TR | $36.8M | 1.23% | 232,139 | 减持 |
| 25 | IGSB | ISHARES TR | $34.7M | 1.16% | 662,380 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR