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
LPLA LPL FINL HLDGS INC $6020.00%2 1100.0% $301 加仓
RS RELIANCE INC $6080.00%2 1100.0% $304 加仓
PAYC PAYCOM SOFTWARE INC $6080.00%5 4400.0% $486 加仓
SSNC SS&C TECH HLDGS $6090.00%9 -1-10.0% -$68 减仓
FISV FISERV INC $6140.00%11 -7-38.9% -$391 减仓
CMS CMS ENERGY CORP $6210.00%8 00.0% — 不变
TSCO TRACTOR SUPPLY CO $6350.00%14 8133.3% $363 加仓
NLY ANNALY CAPITAL MANAGEMENT IN $6350.00%30 30— $635 新建仓
EWBC EAST WEST BANCORP INC $6410.00%6 00.0% — 不变
ROL ROLLINS INC $6410.00%12 7140.0% $374 加仓
ZM ZOOM COMMUNICATIONS INC $6440.00%8 360.0% $242 加仓
EL LAUDER ESTEE COS INC $6460.00%9 5125.0% $359 加仓
CHTR CHARTER COMMUNICATIONS INC $6480.00%3 -8-72.7% -$1,728 减仓
DKNG DRAFTKINGS INC NEW $6490.00%30 -60-66.7% -$1,298 减仓
APG API GROUP CORP $6490.00%16 433.3% $162 加仓
ADM ARCHER DANIELS MIDLAND CO $6550.00%9 00.0% — 不变
HUT HUT 8 CORP $6570.00%14 00.0% — 不变
GPK GRAPHIC PACKAGING HLDG CO $6570.00%66 53407.7% $528 加仓
ALNY ALNYLAM PHARMACEUTICALS INC $6620.00%2 00.0% — 不变
XYZ BLOCK INC $6620.00%11 00.0% — 不变
Z ZILLOW GROUP INC $6630.00%16 13433.3% $539 加仓
IOT SAMSARA INC $6660.00%21 11110.0% $349 加仓
APO APOLLO GLOBAL MGMT INC $6690.00%6 -5-45.5% -$558 减仓
LIT GLOBAL X FDS $6700.00%9 00.0% — 不变
RMD RESMED INC $6740.00%3 150.0% $225 加仓
CTAS CINTAS CORP $6770.00%4 -5-55.6% -$846 减仓
MORN MORNINGSTAR INC $6770.00%4 3300.0% $508 加仓
SW SMURFIT WESTROCK PLC $6780.00%17 770.0% $279 加仓
RBLX ROBLOX CORP $6790.00%12 19.1% $57 加仓
CW CURTISS WRIGHT CORP $6820.00%1 00.0% — 不变
TOL TOLL BROTHERS INC $6830.00%5 3150.0% $410 加仓
SMCI SUPER MICRO COMPUTER INC $6840.00%30 -6-16.7% -$137 减仓
DHI D R HORTON INC $6870.00%5 00.0% — 不变
WEC WEC ENERGY GROUP INC $6950.00%6 250.0% $232 加仓
NTRS NORTHERN TR CORP $6980.00%5 266.7% $279 加仓
EQT EQT CORP $7010.00%11 00.0% — 不变
RVTY REVVITY INC $7010.00%8 8— $701 新建仓
CCK CROWN HLDGS INC $7020.00%7 00.0% — 不变
— TOPBUILD COR $7030.00%2 1100.0% $352 加仓
DVN DEVON ENERGY CORP NEW $7050.00%14 17.7% $50 加仓
KDP KEURIG DR PEPPER INC $7110.00%27 13.8% $26 加仓
DRS LEONARDO DRS INC $7130.00%16 16— $713 新建仓
XEL XCEL ENERGY INC $7150.00%9 -2-18.2% -$159 减仓
IRM IRON MTN INC DEL $7150.00%7 116.7% $102 加仓
ELAN ELANCO ANIMAL HEALTH INC $7180.00%30 -1-3.2% -$24 减仓
STLD STEEL DYNAMICS INC $7200.00%4 00.0% — 不变
RPRX ROYALTY PHARMA PLC $7200.00%15 -1-6.2% -$48 减仓
FLEX FLEXTRONICS INTL LTD $7210.00%11 457.1% $262 加仓
AMRZ AMRIZE LTD $7290.00%13 18.3% $56 加仓
NRG NRG ENERGY INC $7310.00%5 266.7% $292 加仓
EXLS EXLSERVICE HLDGS INC $7310.00%24 19380.0% $579 加仓
DTE DTE ENERGY CO $7320.00%5 -1-16.7% -$146 减仓
FTAI FTAI AVIATION LTD $7350.00%3 150.0% $245 加仓
ATO ATMOS ENERGY CORP $7390.00%4 00.0% — 不变
EGP EASTGROUP PPTYS INC $7410.00%4 00.0% — 不变
LSCC LATTICE SEMICONDUCTOR CORP $7430.00%8 233.3% $186 加仓
VRSN VERISIGN INC $7460.00%3 00.0% — 不变
CHE CHEMED CORP NEW $7560.00%2 2— $756 新建仓
— CLEARWATER ANALYTICS HLDGS I $7570.00%32 00.0% — 不变
FE FIRSTENERGY CORP $7600.00%15 17.1% $51 加仓
ARES ARES MANAGEMENT CORPORATION $7640.00%7 4133.3% $437 加仓
LULU LULULEMON ATHLETICA INC $7660.00%5 00.0% — 不变
ACGL ARCH CAP GROUP LTD $7680.00%8 -6-42.9% -$576 减仓
EXE EXPAND ENERGY CORPORATION $7690.00%7 116.7% $110 加仓
CF CF INDUSTRIES HOLD $7800.00%6 00.0% — 不变
BRO BROWN & BROWN INC $7830.00%12 19.1% $65 加仓
TXT TEXTRON INC $7890.00%9 -2-18.2% -$175 减仓
IT GARTNER INC $7920.00%5 3150.0% $475 加仓
CPNG COUPANG INC $7930.00%42 42— $793 新建仓
KVUE KENVUE INC $7940.00%46 -1-2.1% -$17 减仓
CPRT COPART INC $7970.00%24 1184.6% $365 加仓
BC BRUNSWICK CORP $8010.00%11 00.0% — 不变
D DOMINION ENERGY INC $8040.00%13 18.3% $62 加仓
OIH VANECK ETF TRUST $8090.00%2 00.0% — 不变
UDR UDR INC $8110.00%24 1071.4% $338 加仓
CCI CROWN CASTLE INC $8140.00%10 -10-50.0% -$814 减仓
— TAYLOR MORRISON HOME CORP $8160.00%14 14— $816 新建仓
VMC VULCAN MATLS CO $8170.00%3 00.0% — 不变
TEAM ATLASSIAN CORPORATION $8190.00%12 8200.0% $546 加仓
BFAM BRIGHT HORIZONS FAM SOL IN D $8220.00%10 8400.0% $658 加仓
HEI HEICO CORP NEW $8230.00%3 150.0% $274 加仓
UFPI UFP INDUSTRIES INC $8300.00%9 5125.0% $461 加仓
TREX TREX INC $8380.00%23 12109.1% $437 加仓
JBHT HUNT J B TRANS SVCS INC $8480.00%4 00.0% — 不变
SAP SAP SE $8570.00%5 -25-83.3% -$4,285 减仓
LOAR LOAR HOLDINGS INC $8600.00%15 15— $860 新建仓
KEY KEYCORP $8630.00%43 822.9% $161 加仓
AA ALCOA CORP $8630.00%13 18.3% $66 加仓
FDS FACTSET RESH SYS INC $8680.00%4 3300.0% $651 加仓
RJF RAYMOND JAMES FINL INC $8690.00%6 250.0% $290 加仓
UA UNDER ARMOUR INC $8690.00%150 150— $869 新建仓
MCO MOODYS CORP $8730.00%2 00.0% — 不变
RVMD REVOLUTION MEDICINES INC $8760.00%9 -1-10.0% -$97 减仓
DLTR DOLLAR TREE INC $8770.00%8 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $8790.00%3 -1-25.0% -$293 减仓
AEE AMEREN CORP $8800.00%8 233.3% $220 加仓
HST HOST HOTELS & RESORTS INC $8820.00%46 49.5% $77 加仓
SCHV SCHWAB STRATEGIC TR $8850.00%29 00.0% — 不变
STT STATE STR CORP $8860.00%7 240.0% $253 加仓
MTSI MACOM TECH SOLUTIONS HLDGS I $8890.00%4 00.0% — 不变