13F 机构持仓

Quaker Wealth Management, LLC

MOORESTOWN NJ · SEC CIK 0001733472

2026Q22026Q1 更早 9 个季度 🔒
$3.44亿2026Q2 申报市值
967持仓数
65.2%前十大占比 · 第一大 18.3%
56 / 75新建仓 / 清仓
申报市值走势$3.44亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 18.3%
VCSH 9.9%
VYM 8.2%
IEF 5.2%
TLT 5.0%
VCIT 4.5%
JSI 4.0%
VGT 3.9%
VUG 3.1%
BIL 3.0%

2026Q2 买入最多 按季末市值估算

VEU 加仓+$989.10万
TBLL 加仓+$720.68万
PALL 加仓+$138.58万
RTX 新建仓+$69.28万
VCSH 加仓+$61.47万

2026Q2 卖出最多 按季末市值估算

SGOV 减仓-$901.55万
PPA 减仓-$816.96万
ICSH 减仓-$207.56万
RTX 清仓-$70.41万
JSI 减仓-$61.52万

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
VRT VERTIVHOLDINGSCO $7.03万0.02%210 10.5% $335 加仓
NNN NNNREITINC $7.05万0.02%1,515 00.0% — 不变
SBR SABINERTYTR $7.32万0.02%1,000 00.0% — 不变
DAKT DAKTRONICSINC $7.43万0.02%3,800 00.0% — 不变
IWF ISHARESTR $7.45万0.02%600 00.0% — 不变
DGX QUESTDIAGNOSTICSINC $7.48万0.02%353 -2-0.6% -$424 减仓
IWR ISHARESTR $7.57万0.02%686 00.0% — 不变
VOO VANGUARDINDEXFDS $7.58万0.02%110 00.0% — 不变
PNR PENTAIRPLC $7.71万0.02%1,005 -5-0.5% -$383 减仓
AZN ASTRAZENECAPLC $7.74万0.02%408 00.0% — 不变
DIS DISNEYWALTCO $7.74万0.02%804 19331.6% $1.86万 加仓
PANW PALOALTONETWORKSINC $7.74万0.02%227 -115-33.6% -$3.92万 减仓
UPS UNITEDPARCELSVCSINC $7.75万0.02%721 -147-16.9% -$1.58万 减仓
CMCSA COMCASTCORPNEW $7.77万0.02%3,166 1,06350.5% $2.61万 加仓
BKNG BOOKINGHOLDINGSINC $7.82万0.02%439 -111-20.2% -$1.98万 减仓
OKLO OKLOINC $7.85万0.02%1,500 20015.4% $1.05万 加仓
MRCY MERCURYSYSINC $7.88万0.02%644 00.0% — 不变
COP CONOCOPHILLIPS $7.98万0.02%768 20.3% $208 加仓
IBM INTERNATIONALBUSINESSMACHS $8.07万0.02%287 20.7% $562 加仓
AMGN AMGENINC $8.11万0.02%224 10283.6% $3.69万 加仓
CERT CERTARAINC $8.21万0.02%12,535 00.0% — 不变
EFA ISHARESTR $8.44万0.02%813 -25-3.0% -$2,596 减仓
INTC INTELCORP $8.69万0.03%622 517492.4% $7.22万 加仓
PFE PFIZERINC $8.69万0.03%3,608 130.4% $313 加仓
SPGI S&PGLOBALINC $9.00万0.03%221 -96-30.3% -$3.91万 减仓
ESML ISHARESTR $9.18万0.03%1,642 352.2% $1,958 加仓
USB USBANCORP $9.23万0.03%1,529 110.7% $664 加仓
IVA INVENTIVASA $9.43万0.03%24,960 00.0% — 不变
IVV ISHARESTR $9.44万0.03%126 -4-3.1% -$2,996 减仓
HACK AMPLIFYETFTR $9.44万0.03%900 00.0% — 不变
— NUSHARESETFTR $9.47万0.03%2,910 00.0% — 不变
KLAC KLACORP $9.59万0.03%318 -982-75.5% -$29.63万 减仓
GRAB GRABHOLDINGSLIMITED $9.64万0.03%25,578 23,5781,178.9% $8.89万 加仓
COST COSTCOWHOLESALECORPORATION $9.73万0.03%104 00.0% — 不变
AVGO BROADCOMINC $9.78万0.03%259 145.7% $5,289 加仓
NEM NEWMONTCORP $10.03万0.03%1,074 -1-0.1% -$93 减仓
NFLX NETFLIXINC. $10.15万0.03%1,422 -107-7.0% -$7,640 减仓
MCD MCDONALDSCORP $10.52万0.03%389 3701,947.4% $10.00万 加仓
DXJ WISDOMTREETR $10.58万0.03%610 00.0% — 不变
ISRG INTUITIVESURGICALINC $10.74万0.03%270 -12-4.3% -$4,772 减仓
PEP PEPSICOINC $10.78万0.03%796 7310.1% $9,890 加仓
PAYX PAYCHEXINC $11.17万0.03%1,136 -249-18.0% -$2.45万 减仓
VKTX VIKINGTHERAPEUTICSINC $11.23万0.03%2,880 00.0% — 不变
L LOEWSCORP $11.38万0.03%1,005 -4-0.4% -$453 减仓
— ELECTRONICARTSINC $11.65万0.03%568 00.0% — 不变
BMY BRISTOL-MYERSSQUIBBCO $12.32万0.04%2,138 22311.6% $1.28万 加仓
SE SEALTD $12.43万0.04%1,297 21319.6% $2.04万 加仓
GILD GILEADSCIENCESINC $13.12万0.04%1,038 495.0% $6,193 加仓
CVX CHEVRONCORPORATION $13.17万0.04%794 -169-17.5% -$2.80万 减仓
ZETA ZETAGLOBALHOLDINGSCORP $13.31万0.04%6,765 82113.8% $1.62万 加仓
CHRW CHROBINSONWORLDWIDEIN $13.35万0.04%709 00.0% — 不变
LOW LOWESCOSINC $14.00万0.04%635 -2-0.3% -$441 减仓
XLY SELECTSECTORSPDRTR $14.36万0.04%1,225 -48-3.8% -$5,628 减仓
MO ALTRIAGROUPINC $14.82万0.04%2,059 582.9% $4,174 加仓
KO COCACOLACO $15.03万0.04%1,849 -63-3.3% -$5,120 减仓
EMR EMERSONELECCO $15.21万0.04%1,062 10.1% $143 加仓
MCHI ISHARESTR $15.31万0.04%3,000 -2,000-40.0% -$10.21万 减仓
NULG NUSHARESETFTR $15.58万0.05%1,331 00.0% — 不变
FSSL FSSPECIALTYLENDINGFD $15.83万0.05%13,829 190.1% $217 加仓
HONA HONEYWELLAEROSPACEINC $15.87万0.05%718 718— $15.87万 新建仓
AMAT APPLIEDMATLSINC $15.91万0.05%220 00.0% — 不变
HON HONEYWELLINTLINC $16.18万0.05%722 -820-53.2% -$18.37万 减仓
VPL VANGUARDINTLEQUITYINDEXF $16.25万0.05%1,405 00.0% — 不变
GE GEAEROSPACE $16.59万0.05%444 40.9% $1,495 加仓
PSA PUBLICSTORAGE $16.62万0.05%522 30.6% $955 加仓
VZ VERIZONCOMMUNICATIONSINC $16.80万0.05%3,967 -387-8.9% -$1.64万 减仓
HSY HERSHEYCO $16.97万0.05%967 00.0% — 不变
UBER UBERTECHNOLOGIESINC $17.03万0.05%2,360 -122-4.9% -$8,804 减仓
NVT NVENTELECPLC $17.05万0.05%1,005 -1-0.1% -$170 减仓
UNH UNITEDHEALTHGROUPINC $17.68万0.05%425 71.7% $2,912 加仓
IBB ISHARESTR $18.45万0.05%970 00.0% — 不变
HD HOMEDEPOTINC $19.65万0.06%557 00.0% — 不变
BRK/B BERKSHIREHATHAWAYINCDEL $19.87万0.06%397 30.8% $1,501 加仓
ANET ARISTANETWORKSINC $20.16万0.06%1,187 -2-0.2% -$340 减仓
GS GOLDMANSACHSGROUPINC $21.44万0.06%212 2001,666.7% $20.23万 加仓
AMKR AMKORTECHNOLOGYINC $21.68万0.06%2,514 00.0% — 不变
WMT WALMARTINC $21.73万0.06%1,919 -2,076-52.0% -$23.51万 减仓
DRAM ROUNDHILLETFTRUST $21.97万0.06%2,975 2,975— $21.97万 新建仓
PEG PUBLICSVCENTERPRISEGROUP $23.07万0.07%2,843 -1,062-27.2% -$8.62万 减仓
PLTR PALANTIRTECHNOLOGIESINC $24.12万0.07%2,067 1628.5% $1.89万 加仓
ABBV ABBVIEINC $24.39万0.07%969 121.3% $3,021 加仓
NTAP NETAPPINC $25.18万0.07%1,627 161.0% $2,477 加仓
FCX FREEPORTMCMORANINC $25.39万0.07%4,037 120.3% $755 加仓
CP CANADIANPACIFICKANSASCITY $26.01万0.08%3,002 00.0% — 不变
SDY SPDRSERIESTRUST $27.56万0.08%1,811 00.0% — 不变
ZVRA ZEVRATHERAPEUTICSINC $27.77万0.08%19,367 19,1679,583.5% $27.49万 加仓
QQQ INVESCOQQQTR $28.28万0.08%384 -3-0.8% -$2,209 减仓
QCOM QUALCOMMINC $28.36万0.08%1,535 644.4% $1.18万 加仓
PLD PROLOGISINC. $28.58万0.08%2,110 70.3% $948 加仓
META METAPLATFORMSINC $29.63万0.09%526 -232-30.6% -$13.07万 减仓
VOE VANGUARDINDEXFDS $29.91万0.09%1,514 10.1% $198 加仓
TER TERADYNEINC $31.01万0.09%641 00.0% — 不变
GLW CORNINGINC $31.06万0.09%1,216 -97-7.4% -$2.48万 减仓
NSC NORFOLKSOUTHNCORP $31.73万0.09%1,009 -1-0.1% -$314 减仓
MRK MERCK&COINC $32.12万0.09%2,499 1416.0% $1.81万 加仓
AMD ADVANCEDMICRODEVICESINC $33.63万0.10%579 28798.3% $16.67万 加仓
MSIF MSCINCOMEFUNDINC $34.54万0.10%29,849 00.0% — 不变
BA BOEINGCO $36.06万0.10%1,666 40231.8% $8.70万 加仓
CAT CATERPILLARINC $38.55万0.11%362 10.3% $1,065 加仓
IBIT ISHARESBITCOINTRUSTETF $38.64万0.11%11,606 -507-4.2% -$1.69万 减仓