Quaker Wealth Management, LLC
MOORESTOWN NJ · SEC CIK 0001733472
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| WM | WASTEMGMTINCDEL | $40.68万 | 0.12% | 1,825 | -103 | -5.3% | -$2.30万 | 减仓 |
| WTRG | ESSENTIALUTILSINC | $41.98万 | 0.12% | 10,957 | -6 | -0.1% | -$230 | 减仓 |
| CB | CHUBBLIMITED | $42.74万 | 0.12% | 1,254 | 4 | 0.3% | $1,363 | 加仓 |
| CL | COLGATEPALMOLIVECO | $44.01万 | 0.13% | 4,800 | -246 | -4.9% | -$2.26万 | 减仓 |
| AMZN | AMAZONCOMINC | $44.40万 | 0.13% | 1,863 | 222 | 13.5% | $5.29万 | 加仓 |
| JPM | JPMORGANCHASE&CO | $51.19万 | 0.15% | 1,564 | -35 | -2.2% | -$1.15万 | 减仓 |
| LLY | ELILILLY&CO | $55.92万 | 0.16% | 466 | -124 | -21.0% | -$14.88万 | 减仓 |
| NVDA | NVIDIACORPORATION | $60.35万 | 0.18% | 3,016 | 81 | 2.8% | $1.62万 | 加仓 |
| CSCO | CISCOSYSINC | $67.60万 | 0.20% | 5,755 | -133 | -2.3% | -$1.56万 | 减仓 |
| RTX | RTXCORPORATION | $69.28万 | 0.20% | 3,652 | 3,652 | — | $69.28万 | 新建仓 |
| TSLA | TESLAINC | $73.06万 | 0.21% | 1,737 | 107 | 6.6% | $4.50万 | 加仓 |
| TXN | TEXASINSTRSINC | $73.11万 | 0.21% | 2,453 | 4 | 0.2% | $1,192 | 加仓 |
| BRK/A | BERKSHIREHATHAWAYINCDEL | $74.89万 | 0.22% | 1 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON&JOHNSON | $78.66万 | 0.23% | 3,097 | 18 | 0.6% | $4,572 | 加仓 |
| SPY | STATESTRSPDRS&P500ETFT | $107.65万 | 0.31% | 1,442 | 272 | 23.2% | $20.31万 | 加仓 |
| VIG | VANGUARDSPECIALIZEDFUNDS | $119.06万 | 0.35% | 5,032 | -590 | -10.5% | -$13.96万 | 减仓 |
| PALL | ABRDNPALLADIUMETFTRUST | $140.80万 | 0.41% | 63,767 | 62,762 | 6,245.0% | $138.58万 | 加仓 |
| MSFT | MICROSOFTCORP | $142.00万 | 0.41% | 3,807 | 597 | 18.6% | $22.27万 | 加仓 |
| GOOGL | ALPHABETINC | $151.80万 | 0.44% | 4,248 | -503 | -10.6% | -$17.97万 | 减仓 |
| GLD | SPDRGOLDTR | $158.85万 | 0.46% | 4,312 | 502 | 13.2% | $18.49万 | 加仓 |
| VBIL | VANGUARDINSTLINDEXFD | $227.30万 | 0.66% | 30,034 | 251 | 0.8% | $1.90万 | 加仓 |
| TFX | TELEFLEXINCORPORATED | $443.38万 | 1.29% | 34,978 | 80 | 0.2% | $1.01万 | 加仓 |
| VFH | VANGUARDWORLDFD | $481.43万 | 1.40% | 36,583 | 1,057 | 3.0% | $13.91万 | 加仓 |
| VIS | VANGUARDWORLDFD | $573.59万 | 1.67% | 15,916 | 8 | 0.1% | $2,883 | 加仓 |
| GOOG | ALPHABETINC | $634.89万 | 1.85% | 17,969 | 113 | 0.6% | $3.99万 | 加仓 |
| VOX | VANGUARDWORLDFD | $658.25万 | 1.92% | 35,784 | 749 | 2.1% | $13.78万 | 加仓 |
| TBLL | INVESCOEXCHTRADEDFDTRII | $721.74万 | 2.10% | 68,366 | 68,266 | 68,266.0% | $720.68万 | 加仓 |
| AAPL | APPLEINC | $783.42万 | 2.28% | 27,074 | -404 | -1.5% | -$11.69万 | 减仓 |
| MAGS | LISTEDFDSTR | $804.52万 | 2.34% | 125,119 | 1,192 | 1.0% | $7.66万 | 加仓 |
| VB | VANGUARDINDEXFDS | $821.16万 | 2.39% | 27,090 | 276 | 1.0% | $8.37万 | 加仓 |
| VYMI | VANGUARDWHITEHALLFDS | $1,010.79万 | 2.94% | 102,932 | 394 | 0.4% | $3.87万 | 加仓 |
| VEU | VANGUARDINTLEQUITYINDEXF | $1,010.94万 | 2.94% | 120,709 | 118,102 | 4,530.2% | $989.10万 | 加仓 |
| BIL | SPDRSERIESTRUST | $1,026.36万 | 2.99% | 111,999 | 1,033 | 0.9% | $9.47万 | 加仓 |
| VUG | VANGUARDINDEXFDS | $1,080.04万 | 3.14% | 125,381 | 1,403 | 1.1% | $12.09万 | 加仓 |
| VGT | VANGUARDWORLDFD | $1,338.01万 | 3.90% | 111,949 | -123 | -0.1% | -$1.47万 | 减仓 |
| JSI | JANUSDETROITSTRTR | $1,371.13万 | 3.99% | 267,746 | -12,014 | -4.3% | -$61.52万 | 减仓 |
| VCIT | VANGUARDSCOTTSDALEFDS | $1,534.95万 | 4.47% | 185,717 | 3,615 | 2.0% | $29.88万 | 加仓 |
| TLT | ISHARESTR | $1,731.50万 | 5.04% | 200,359 | -3,771 | -1.8% | -$32.59万 | 减仓 |
| IEF | ISHARESTR | $1,801.02万 | 5.24% | 190,443 | 2,278 | 1.2% | $21.54万 | 加仓 |
| VYM | VANGUARDWHITEHALLFDS | $2,830.81万 | 8.24% | 179,131 | 1,038 | 0.6% | $16.40万 | 加仓 |
| VCSH | VANGUARDSCOTTSDALEFDS | $3,412.77万 | 9.93% | 431,832 | 7,778 | 1.8% | $61.47万 | 加仓 |
| VTI | VANGUARDINDEXFDS | $6,270.21万 | 18.25% | 169,447 | 1,074 | 0.6% | $39.74万 | 加仓 |