13F 机构持仓

Quaker Wealth Management, LLC

MOORESTOWN NJ · SEC CIK 0001733472

2026Q22026Q1 更早 9 个季度 🔒
$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
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 16.9%
VCSH 10.5%
VYM 8.2%
IEF 5.6%
TLT 5.5%
VCIT 4.7%
JSI 4.5%
BIL 3.2%
VGT 3.1%
VYMI 3.0%

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
BKLN INVESCO EXCH TRADED FD TR II $3900.00%19 19— $390 新建仓
SOLV SOLVENTUM CORP $3920.00%6 3100.0% $196 加仓
ALLY ALLY FINL INC $3930.00%10 00.0% — 不变
IP INTERNATIONAL PAPER CO $3930.00%11 337.5% $107 加仓
OKTA OKTA INC $3940.00%5 3150.0% $236 加仓
DKS DICKS SPORTING GOODS INC $3970.00%2 2— $397 新建仓
BEN FRANKLIN RESOURCES INC $4020.00%17 321.4% $71 加仓
PNW PINNACLE WEST CAP CORP $4030.00%4 00.0% — 不变
UHAL/B U HAUL HOLDING COMPANY $4030.00%9 9— $403 新建仓
RYAN RYAN SPECIALTY HOLDINGS INC $4050.00%12 571.4% $169 加仓
CBRE CBRE GROUP INC $4070.00%3 -2-40.0% -$271 减仓
WH WYNDHAM HOTELS & RESORTS INC $4070.00%5 -1-16.7% -$81 减仓
BE BLOOM ENERGY CORP $4070.00%3 2200.0% $271 加仓
RGA REINSURANCE GROUP AMER INC $4090.00%2 00.0% — 不变
VOYA VOYA FINANCIAL INC $4100.00%6 250.0% $137 加仓
P EVERPURE INC $4140.00%7 -2-22.2% -$118 减仓
— CHART INDS INC $4140.00%2 2— $414 新建仓
OVV OVINTIV INC $4160.00%7 00.0% — 不变
HEI/A HEICO CORP NEW $4230.00%2 2— $423 新建仓
GGG GRACO INC $4240.00%5 00.0% — 不变
PKG PACKAGING CORP AMER $4250.00%2 00.0% — 不变
CNC CENTENE CORP DEL $4260.00%13 -8-38.1% -$262 减仓
SWK STANLEY BLACK & DECKER INC $4270.00%6 00.0% — 不变
DOCU DOCUSIGN INC $4270.00%9 480.0% $190 加仓
PPG PPG INDS INC $4280.00%4 -1-20.0% -$107 减仓
AME AMETEK INC $4290.00%2 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $4300.00%7 -1-12.5% -$61 减仓
OC OWENS CORNING NEW $4330.00%4 -5-55.6% -$541 减仓
CRUS CIRRUS LOGIC INC $4340.00%3 00.0% — 不变
CGNX COGNEX CORP $4410.00%9 00.0% — 不变
CC CHEMOURS CO $4410.00%20 00.0% — 不变
OSK OSHKOSH CORP $4420.00%3 00.0% — 不变
VLTO VERALTO CORP $4430.00%5 125.0% $89 加仓
AMP AMERIPRISE FINL INC $4450.00%1 -1-50.0% -$445 减仓
TSN TYSON FOODS INC $4490.00%7 00.0% — 不变
NWSA NEWS CORP NEW $4490.00%18 00.0% — 重新持有
RKLB ROCKET LAB CORP $4500.00%7 5250.0% $321 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $4510.00%5 00.0% — 不变
BMRN BIOMARIN PHARMACEUTICAL INC $4520.00%8 6300.0% $339 加仓
— HOLOGIC INC $4540.00%6 00.0% — 不变
MUR MURPHY OIL CORP $4540.00%11 00.0% — 不变
AMPL AMPLITUDE INC $4570.00%67 00.0% — 不变
DVA DAVITA INC $4620.00%3 3— $462 新建仓
HAS HASBRO INC $4680.00%5 125.0% $94 加仓
TW TRADEWEB MKTS INC $4710.00%4 3300.0% $353 加仓
BALL BALL CORP $4730.00%8 00.0% — 不变
WFRD WEATHERFORD INTL PLC $4730.00%5 00.0% — 不变
CCC CCC INTELLIGENT SOLUTIONS HL $4740.00%79 -8-9.2% -$48 减仓
XYL XYLEM INC $4780.00%4 00.0% — 不变
MEDP MEDPACE HLDGS INC $4810.00%1 00.0% — 不变
CG CARLYLE GROUP INC $4840.00%10 342.9% $145 加仓
LYB LYONDELLBASELL INDUSTRIES NV $4840.00%6 -1-14.3% -$81 减仓
CDW CDW CORP $4850.00%4 3300.0% $364 加仓
MTCH MATCH GROUP INC NEW $4920.00%16 -1,365-98.8% -$4.20万 减仓
BSY BENTLEY SYS INC $4920.00%14 14— $492 新建仓
GEHC GE HEALTHCARE TECHNOLOGIES I $4990.00%7 -2-22.2% -$143 减仓
DINO HF SINCLAIR CORP $5000.00%8 00.0% — 不变
LAD LITHIA MTRS INC $5000.00%2 2— $500 新建仓
DECK DECKERS OUTDOOR CORP $5010.00%5 266.7% $200 加仓
LNT ALLIANT ENERGY CORP $5030.00%7 00.0% — 不变
ERIE ERIE INDTY CO $5030.00%2 1100.0% $252 加仓
J JACOBS SOLUTIONS INC $5100.00%4 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL $5110.00%6 120.0% $85 加仓
CRL CHARLES RIV LABS INTL INC $5180.00%3 00.0% — 不变
STIP ISHARES TR $5180.00%5 00.0% — 不变
ULTA ULTA BEAUTY INC $5230.00%1 00.0% — 不变
CRH CRH PLC $5260.00%5 -2-28.6% -$210 减仓
FOXA FOX CORP $5260.00%9 228.6% $117 加仓
NBIX NEUROCRINE BIOSCIENCES INC $5270.00%4 00.0% — 不变
GEN GEN DIGITAL INC $5280.00%28 733.3% $132 加仓
CYTK CYTOKINETICS INC $5280.00%8 00.0% — 不变
WRB BERKLEY W R CORP $5310.00%8 -3-27.3% -$199 减仓
GPN GLOBAL PMTS INC $5390.00%8 00.0% — 不变
WPC WP CAREY INC $5440.00%8 00.0% — 不变
USFD US FOODS HLDG CORP $5540.00%6 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $5560.00%15 15— $556 新建仓
AMCR AMCOR PLC $5570.00%14 14— $557 新建仓
CNP CENTERPOINT ENERGY INC $5620.00%13 218.2% $86 加仓
EMB ISHARES TR $5640.00%6 00.0% — 不变
TPR TAPESTRY INC $5650.00%4 00.0% — 不变
DXCM DEXCOM INC $5660.00%9 112.5% $63 加仓
PTC PTC INC $5700.00%4 133.3% $142 加仓
PCOR PROCORE TECHNOLOGIES INC $5700.00%10 9900.0% $513 加仓
CLH CLEAN HARBORS INC $5740.00%2 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $5770.00%18 -12-40.0% -$385 减仓
FR FIRST INDL RLTY TR INC $5790.00%10 00.0% — 不变
ESAB ESAB CORPORATION $5800.00%6 6— $580 新建仓
CPAY CORPAY INC $5820.00%2 -1-33.3% -$291 减仓
WTW WILLIS TOWERS WATSON PLC LTD $5820.00%2 1100.0% $291 加仓
IVZ INVESCO LTD $5830.00%24 00.0% — 不变
RRC RANGE RES CORP $5880.00%13 00.0% — 不变
VIK VIKING HOLDINGS LTD $5880.00%8 7700.0% $514 加仓
MLM MARTIN MARIETTA MATLS INC $5890.00%1 00.0% — 不变
NE NOBLE CORP PLC $5890.00%12 00.0% — 不变
SGI SOMNIGROUP INTERNATIONAL INC $5920.00%8 00.0% — 不变
DG DOLLAR GEN CORP $5940.00%5 00.0% — 不变
RNR RENAISSANCERE HLDGS LTD $5950.00%2 00.0% — 不变
WAT WATERS CORP $5960.00%2 2— $596 新建仓
NTRA NATERA INC $6000.00%3 00.0% — 不变
DASH DOORDASH INC $6010.00%4 -4-50.0% -$601 减仓