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
WAT WATERSCORP $7510.00%2 00.0% — 不变
ELDN ELEDONPHARMACEUTICALSINC $7530.00%191 191— $753 新建仓
AYI ACUITYINC $7540.00%2 1100.0% $377 加仓
— VERISIGNINC $7550.00%3 3— $755 新建仓
BDX BECTONDICKINSON&CO $7570.00%5 -3-37.5% -$454 减仓
CW CURTISSWRIGHTCORP $7580.00%1 00.0% — 不变
DTE DTEENERGYCO $7620.00%5 00.0% — 不变
OSK OSHKOSHCORP $7680.00%5 266.7% $307 加仓
ZBH ZIMMERBIOMETHOLDINGSINC $7750.00%9 -1-10.0% -$86 减仓
EWBC EASTWESTBANCORPINC $7750.00%6 00.0% — 不变
CNH CNHINDLNV $7750.00%69 69— $775 新建仓
TEAM ATLASSIANCORPORATION $7780.00%10 -2-16.7% -$156 减仓
CCK CROWNHLDGSINC $7830.00%7 00.0% — 不变
BKLN INVESCOEXCHTRADEDFDTRII $7880.00%39 20105.3% $404 加仓
SPYM SPDRSERIESTRUST $7910.00%9 -5-35.7% -$439 减仓
PCG PG&ECORP $7910.00%47 -7-13.0% -$118 减仓
FTI TECHNIPFMCPLC $7960.00%12 -2-14.3% -$133 减仓
PPL PPLCORP $8000.00%22 -304-93.3% -$1.11万 减仓
UHAL/B UHAULHOLDINGCOMPANY $8080.00%14 555.6% $289 加仓
EGP EASTGROUPPPTYSINC $8110.00%4 00.0% — 不变
FTAI FTAIAVIATIONLTD $8120.00%3 00.0% — 不变
RKLB ROCKETLABCORP $8140.00%8 114.3% $102 加仓
NTRA NATERAINC $8150.00%3 00.0% — 不变
NTNX NUTANIXINC $8160.00%16 8100.0% $408 加仓
GEN GENDIGITALINC $8220.00%33 517.9% $125 加仓
BR BROADRIDGEFINLSOLUTIONSIN $8220.00%6 5500.0% $685 加仓
TOL TOLLBROTHERSINC $8240.00%5 00.0% — 不变
TXT TEXTRONINC $8260.00%9 00.0% — 不变
FFIV F5INC $8320.00%2 1100.0% $416 加仓
RPRX ROYALTYPHARMAPLC $8420.00%15 00.0% — 不变
IVZ INVESCOLTD $8450.00%32 833.3% $211 加仓
Z ZILLOWGROUPINC $8520.00%27 1168.8% $347 加仓
AMRZ AMRIZELTD $8530.00%16 323.1% $160 加仓
CRH CRHPLC $8560.00%8 360.0% $321 加仓
— TAYLORMORRISONHOMECORP $8610.00%12 -2-14.3% -$144 减仓
MSTR STRATEGYINC $8700.00%10 -198-95.2% -$1.72万 减仓
NTRS NORTHERNTRCORP $8700.00%5 00.0% — 不变
CGNX COGNEXCORP $8700.00%12 333.3% $218 加仓
TPL TEXASPACIFICLANDCORPORATI $8760.00%2 00.0% — 不变
KDP KEURIGDRPEPPERINC $8840.00%27 00.0% — 不变
IRM IRONMTNINCDEL $8850.00%7 00.0% — 不变
CHWY CHEWYINC $8850.00%45 444,400.0% $865 加仓
VMC VULCANMATLSCO $8860.00%3 00.0% — 不变
LOAR LOARHOLDINGSINC $8870.00%11 -4-26.7% -$323 减仓
DOCU DOCUSIGNINC $8890.00%20 11122.2% $489 加仓
ARES ARESMANAGEMENTCORPORATION $8910.00%8 114.3% $111 加仓
VRSK VERISKANALYTICSINC $8980.00%5 00.0% — 不变
DCI DONALDSONINC $8980.00%10 -1-9.1% -$90 减仓
SARO STANDARDAEROINC $8980.00%30 30— $898 新建仓
ULTA ULTABEAUTYINC $9020.00%2 1100.0% $451 加仓
AEE AMERENCORP $9050.00%8 00.0% — 不变
LEN LENNARCORP $9050.00%10 -4-28.6% -$362 重新持有
PNFP PINNACLEFINLPARTNERSINC $9080.00%9 8800.0% $807 加仓
STLD STEELDYNAMICSINC $9180.00%4 00.0% — 不变
AMP AMERIPRISEFINLINC $9180.00%2 1100.0% $459 加仓
FDS FACTSETRESHSYSINC $9210.00%4 00.0% — 不变
BC BRUNSWICKCORP $9270.00%11 00.0% — 不变
UA UNDERARMOURINC $9330.00%150 00.0% — 不变
GEHC GEHEALTHCARETECHNOLOGIESI $9610.00%15 8114.3% $513 加仓
DLTR DOLLARTREEINC $9680.00%8 00.0% — 不变
BNDX VANGUARDCHARLOTTEFDS $9690.00%20 00.0% — 不变
KEY KEYCORP $9690.00%42 -1-2.3% -$23 减仓
APA APACORPORATION $9780.00%30 00.0% — 不变
BAX BAXTERINTLINC $9810.00%46 421,050.0% $896 加仓
NLY ANNALYCAPITALMANAGEMENTIN $9840.00%44 1446.7% $313 加仓
CVNA CARVANACO $9880.00%15 00.0% — 不变
XYZ BLOCKINC $9880.00%13 218.2% $152 加仓
SCHV SCHWABSTRATEGICTR $1,0100.00%29 00.0% — 不变
HBAN HUNTINGTONBANCSHARESINC $1,0110.00%57 00.0% — 不变
ROP ROPERTECHNOLOGIESINC $1,0160.00%3 -1-25.0% -$339 减仓
HST HOSTHOTELS&RESORTSINC $1,0200.00%43 -3-6.5% -$71 减仓
EXPE EXPEDIAGROUPINC $1,0240.00%4 00.0% — 不变
IFF INTERNATIONALFLAVORS&FRAGRA $1,0300.00%13 00.0% — 不变
SHW SHERWINWILLIAMSCO $1,0330.00%3 -3-50.0% -$1,033 减仓
ATO ATMOSENERGYCORP $1,0340.00%6 250.0% $345 加仓
UDR UDRINC $1,0380.00%26 28.3% $80 加仓
NI NISOURCEINC $1,0470.00%22 210.0% $95 加仓
PR PERMIANRESOURCESCORP $1,0500.00%57 -4-6.6% -$74 减仓
AU ANGLOGOLDASHANTIPLC $1,0520.00%13 18.3% $81 加仓
KVUE KENVUEINC $1,0520.00%55 919.6% $172 加仓
IDXX IDEXXLABSINC $1,0530.00%2 00.0% — 不变
HEI HEICOCORPNEW $1,0690.00%3 00.0% — 不变
— ISHARESETHEREUMTR $1,0710.00%90 -735-89.1% -$8,746 减仓
PPG PPGINDSINC $1,0920.00%9 5125.0% $607 加仓
OKTA OKTAINC $1,0920.00%8 360.0% $410 加仓
STZ CONSTELLATIONBRANDSINC $1,1130.00%8 114.3% $139 加仓
RF REGIONSFINANCIALCORPNEW $1,1180.00%37 -7-15.9% -$212 减仓
YUM YUMBRANDSINC $1,1200.00%7 00.0% — 不变
MSCI MSCIINC $1,1210.00%2 00.0% — 不变
RS RELIANCEINC $1,1210.00%3 150.0% $374 加仓
AXON AXONENTERPRISEINC $1,1220.00%2 -20-90.9% -$1.12万 减仓
CFG CITIZENSFINLGROUPINC $1,1220.00%16 00.0% — 不变
DHI DRHORTONINC $1,1410.00%7 240.0% $326 加仓
BPRE BLUEROCKPVTREALESTATEFD $1,1450.00%88 -62-41.3% -$807 减仓
LII LENNOXINTLINC $1,1460.00%2 00.0% — 不变
IR INGERSOLLRANDINC $1,1480.00%14 216.7% $164 加仓
TREX TREXINC $1,1510.00%23 00.0% — 不变
JBHT HUNTJBTRANSSVCSINC $1,1580.00%4 00.0% — 不变
BKR BAKERHUGHESCOMPANY $1,1660.00%21 316.7% $167 加仓
WSM WILLIAMSSONOMAINC $1,1660.00%5 00.0% — 不变