Quaker Wealth Management, LLC
MOORESTOWN NJ · SEC CIK 0001733472
$3.20亿2026Q1 申报市值
972持仓数
65.2%前十大占比 · 第一大 16.9%
79 / 69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
MAGS 新建仓+$718.03万
GOOG 加仓+$458.98万
VTI 加仓+$236.53万
VYM 加仓+$110.42万
VCSH 加仓+$84.41万
2026Q1 卖出最多 按季末市值估算
CIBR 减仓-$557.94万
AMZN 减仓-$492.04万
STX 减仓-$19.55万
TGT 减仓-$19.40万
VGT 减仓-$16.26万
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 |
|---|---|---|---|---|---|---|---|---|
| SLV | ISHARES SILVER TR | $5.57万 | 0.02% | 817 | 289 | 54.7% | $1.97万 | 加仓 |
| PSX | PHILLIPS 66 | $5.61万 | 0.02% | 308 | -224 | -42.1% | -$4.08万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $5.62万 | 0.02% | 276 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $5.68万 | 0.02% | 457 | 1 | 0.2% | $124 | 加仓 |
| DIS | DISNEY WALT CO | $5.89万 | 0.02% | 611 | -2 | -0.3% | -$193 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5.94万 | 0.02% | 292 | -198 | -40.4% | -$4.03万 | 减仓 |
| CTVA | CORTEVA INC | $5.95万 | 0.02% | 711 | 2 | 0.3% | $167 | 加仓 |
| NUBD | NUSHARES ETF TR | $6.00万 | 0.02% | 2,702 | 2 | 0.1% | $44 | 加仓 |
| CMCSA | COMCAST CORP NEW | $6.04万 | 0.02% | 2,103 | 3 | 0.1% | $86 | 加仓 |
| ET | ENERGY TRANSFER L P | $6.17万 | 0.02% | 3,198 | 39 | 1.2% | $753 | 加仓 |
| VDE | VANGUARD WORLD FD | $6.18万 | 0.02% | 357 | -560 | -61.1% | -$9.70万 | 减仓 |
| NNN | NNN REIT INC | $6.37万 | 0.02% | 1,515 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $6.40万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $6.45万 | 0.02% | 1,300 | -1,500 | -53.6% | -$7.44万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $6.45万 | 0.02% | 1,427 | -942 | -39.8% | -$4.26万 | 减仓 |
| — | CANARY XRP ETF | $6.49万 | 0.02% | 4,540 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $6.59万 | 0.02% | 110 | -89 | -44.7% | -$5.33万 | 减仓 |
| IWR | ISHARES TR | $6.67万 | 0.02% | 686 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $6.76万 | 0.02% | 900 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $6.87万 | 0.02% | 611 | 599 | 4,991.7% | $6.73万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $6.91万 | 0.02% | 285 | 200 | 235.3% | $4.85万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $6.96万 | 0.02% | 355 | 2 | 0.6% | $392 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $7.11万 | 0.02% | 253 | 250 | 8,333.3% | $7.03万 | 加仓 |
| CERT | CERTARA INC | $7.14万 | 0.02% | 12,535 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $7.19万 | 0.02% | 62 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $7.37万 | 0.02% | 815 | 802 | 6,169.2% | $7.25万 | 加仓 |
| DAKT | DAKTRONICS INC | $7.43万 | 0.02% | 3,800 | 0 | 0.0% | — | 不变 |
| SBR | SABINE RTY TR | $7.50万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $7.52万 | 0.02% | 220 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $7.56万 | 0.02% | 1,607 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $7.58万 | 0.02% | 245 | -8 | -3.2% | -$2,476 | 减仓 |
| USB | US BANCORP | $7.89万 | 0.02% | 1,518 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $8.05万 | 0.03% | 408 | 408 | — | $8.05万 | 新建仓 |
| EFA | ISHARES TR | $8.14万 | 0.03% | 838 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $8.49万 | 0.03% | 130 | -19 | -12.8% | -$1.24万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $8.53万 | 0.03% | 868 | 665 | 327.6% | $6.54万 | 加仓 |
| PNR | PENTAIR PLC | $8.80万 | 0.03% | 1,010 | 0 | 0.0% | — | 不变 |
| — | NUSHARES ETF TR | $8.95万 | 0.03% | 2,910 | 2 | 0.1% | $62 | 加仓 |
| SE | SEA LTD | $8.98万 | 0.03% | 1,084 | 1,084 | — | $8.98万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $9.35万 | 0.03% | 22 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $9.37万 | 0.03% | 2,880 | 0 | 0.0% | — | 不变 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $9.46万 | 0.03% | 5,944 | 5,394 | 980.7% | $8.59万 | 加仓 |
| DXJ | WISDOMTREE TR | $9.67万 | 0.03% | 610 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $9.69万 | 0.03% | 5,674 | 5,674 | — | $9.69万 | 新建仓 |
| PFE | PFIZER INC | $10.10万 | 0.03% | 3,595 | 25 | 0.7% | $702 | 加仓 |
| COP | CONOCOPHILLIPS | $10.11万 | 0.03% | 766 | -30 | -3.8% | -$3,961 | 减仓 |
| GIS | GENERAL MILLS INC | $10.20万 | 0.03% | 2,739 | 134 | 5.1% | $4,988 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $10.37万 | 0.03% | 104 | -96 | -48.0% | -$9.57万 | 减仓 |
| L | LOEWS CORP | $10.77万 | 0.03% | 1,009 | 4 | 0.4% | $427 | 加仓 |
| PEP | PEPSICO INC | $11.22万 | 0.04% | 723 | 32 | 4.6% | $4,968 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $11.30万 | 0.04% | 418 | 76 | 22.2% | $2.06万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $11.32万 | 0.04% | 2,514 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $11.58万 | 0.04% | 568 | -5 | -0.9% | -$1,019 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $11.61万 | 0.04% | 1,915 | -183 | -8.7% | -$1.11万 | 减仓 |
| NEM | NEWMONT CORP | $11.64万 | 0.04% | 1,075 | 2 | 0.2% | $217 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $11.77万 | 0.04% | 709 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $11.90万 | 0.04% | 1,006 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $12.10万 | 0.04% | 1,331 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $12.49万 | 0.04% | 440 | -4 | -0.9% | -$1,135 | 减仓 |
| PAYX | PAYCHEX INC | $12.76万 | 0.04% | 1,385 | -282 | -16.9% | -$2.60万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $13.00万 | 0.04% | 282 | -4 | -1.4% | -$1,844 | 减仓 |
| MO | ALTRIA GROUP INC | $13.20万 | 0.04% | 2,001 | -117 | -5.5% | -$7,721 | 减仓 |
| SPGI | S&P GLOBAL INC | $13.48万 | 0.04% | 317 | 1 | 0.3% | $425 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $13.73万 | 0.04% | 1,405 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $13.78万 | 0.04% | 989 | -88 | -8.2% | -$1.23万 | 减仓 |
| IVA | INVENTIVA SA | $13.85万 | 0.04% | 24,960 | 24,960 | — | $13.85万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $13.87万 | 0.04% | 1,273 | 8 | 0.6% | $872 | 加仓 |
| EMR | EMERSON ELEC CO | $13.91万 | 0.04% | 1,061 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $14.06万 | 0.04% | 519 | 516 | 17,200.0% | $13.98万 | 加仓 |
| KO | COCA COLA CO | $14.54万 | 0.05% | 1,912 | 6 | 0.3% | $456 | 加仓 |
| LRCX | LAM RESEARCH CORP | $14.55万 | 0.05% | 681 | 653 | 2,332.1% | $13.95万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $14.60万 | 0.05% | 1,189 | -198 | -14.3% | -$2.43万 | 减仓 |
| NFLX | NETFLIX INC. | $14.70万 | 0.05% | 1,529 | 392 | 34.5% | $3.77万 | 加仓 |
| LOW | LOWES COS INC | $15.05万 | 0.05% | 637 | 4 | 0.6% | $945 | 加仓 |
| EOG | EOG RES INC | $15.11万 | 0.05% | 1,045 | 309 | 42.0% | $4.47万 | 加仓 |
| IBB | ISHARES TR | $16.38万 | 0.05% | 970 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $16.49万 | 0.05% | 1,611 | 1,273 | 376.6% | $13.03万 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $17.62万 | 0.06% | 13,810 | -1,212 | -8.1% | -$1.55万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $17.80万 | 0.06% | 2,007 | 2,000 | 28,571.4% | $17.74万 | 加仓 |
| GLW | CORNING INC | $17.85万 | 0.06% | 1,313 | 8 | 0.6% | $1,088 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $17.85万 | 0.06% | 2,482 | -219 | -8.1% | -$1.58万 | 减仓 |
| HD | HOME DEPOT INC | $18.32万 | 0.06% | 557 | -20 | -3.5% | -$6,577 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $18.88万 | 0.06% | 394 | 6 | 1.5% | $2,875 | 加仓 |
| QCOM | QUALCOMM INC | $18.94万 | 0.06% | 1,471 | 36 | 2.5% | $4,636 | 加仓 |
| TER | TERADYNE INC | $18.99万 | 0.06% | 641 | 1 | 0.2% | $296 | 加仓 |
| KLAC | KLA CORP | $19.14万 | 0.06% | 130 | 94 | 261.1% | $13.84万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $19.58万 | 0.06% | 2,607 | 2 | 0.1% | $150 | 加仓 |
| VPU | VANGUARD WORLD FD | $19.81万 | 0.06% | 1,000 | 1,000 | — | $19.81万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $19.92万 | 0.06% | 963 | -28 | -2.8% | -$5,791 | 减仓 |
| HSY | HERSHEY CO | $20.10万 | 0.06% | 967 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $20.81万 | 0.07% | 957 | -26 | -2.6% | -$5,654 | 减仓 |
| — | BITWISE ETHEREUM ETF | $20.97万 | 0.07% | 13,983 | 13,058 | 1,411.7% | $19.59万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $21.86万 | 0.07% | 4,354 | -721 | -14.2% | -$3.62万 | 减仓 |
| QQQ | INVESCO QQQ TR | $22.34万 | 0.07% | 387 | 6 | 1.6% | $3,463 | 加仓 |
| VDC | VANGUARD WORLD FD | $22.46万 | 0.07% | 1,000 | 1,000 | — | $22.46万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $23.61万 | 0.07% | 3,002 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $23.66万 | 0.07% | 4,025 | -100 | -2.4% | -$5,878 | 减仓 |
| BA | BOEING CO | $25.16万 | 0.08% | 1,264 | 286 | 29.2% | $5.69万 | 加仓 |
| CAT | CATERPILLAR INC | $25.58万 | 0.08% | 361 | -10 | -2.7% | -$7,085 | 减仓 |
| SDY | SPDR SERIES TRUST | $26.43万 | 0.08% | 1,811 | 0 | 0.0% | — | 不变 |