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
HBAN HUNTINGTON BANCSHARES INC $8930.00%57 00.0% — 不变
GWRE GUIDEWIRE SOFTWARE INC $8980.00%6 3100.0% $449 加仓
ZBH ZIMMER BIOMET HOLDINGS INC $9050.00%10 6150.0% $543 加仓
WSM WILLIAMS SONOMA INC $9120.00%5 -12-70.6% -$2,189 减仓
EXPE EXPEDIA GROUP INC $9240.00%4 2100.0% $462 加仓
LII LENNOX INTL INC $9290.00%2 1100.0% $464 加仓
SONY SONY GROUP CORP $9320.00%45 -198-81.5% -$4,101 减仓
DCI DONALDSON INC $9340.00%11 00.0% — 不变
NI NISOURCE INC $9340.00%20 00.0% — 不变
IFF INTERNATIONAL FLAVORS&FRAGRA $9440.00%13 00.0% — 不变
CVNA CARVANA CO $9440.00%3 150.0% $315 加仓
PCG PG&E CORP $9490.00%54 48.0% $70 加仓
VRSK VERISK ANALYTICS INC $9490.00%5 4400.0% $759 加仓
TPL TEXAS PACIFIC LAND CORPORATI $9500.00%2 2— $950 新建仓
AWK AMERICAN WTR WKS CO INC NEW $9530.00%7 00.0% — 不变
CFG CITIZENS FINL GROUP INC $9600.00%16 660.0% $360 加仓
BNDX VANGUARD CHARLOTTE FDS $9610.00%20 00.0% — 不变
IR INGERSOLL RAND INC $9620.00%12 -2-14.3% -$160 减仓
FTI TECHNIPFMC PLC $9680.00%14 440.0% $277 加仓
VT VANGUARD INTL EQUITY INDEX F $9690.00%7 -8-53.3% -$1,107 减仓
SPOT SPOTIFY TECHNOLOGY S A $9700.00%2 -4-66.7% -$1,940 减仓
PCTY PAYLOCITY HLDG CORP $9730.00%9 350.0% $324 加仓
KNX KNIGHT-SWIFT TRANSN HLDGS IN $9790.00%17 -1-5.6% -$58 减仓
EXC EXELON CORP $9810.00%20 317.6% $147 加仓
VTR VENTAS INC $9820.00%12 7140.0% $573 加仓
NXPI NXP SEMICONDUCTORS N V $9850.00%5 -1-16.7% -$197 减仓
FMC FMC CORP $1,0010.00%58 00.0% — 不变
COO COOPER COS INC $1,0010.00%14 9180.0% $644 加仓
EBAY EBAY INC. $1,0020.00%11 110.0% $91 加仓
VTRS VIATRIS INC $1,0320.00%76 68.6% $81 加仓
ALL ALLSTATE CORP $1,0370.00%5 125.0% $207 加仓
TEL TE CONNECTIVITY PLC $1,0460.00%5 125.0% $209 加仓
STZ CONSTELLATION BRANDS INC $1,0500.00%7 00.0% — 不变
VEEV VEEVA SYS INC $1,0540.00%6 3100.0% $527 加仓
PHM PULTE GROUP INC $1,0590.00%9 7350.0% $824 加仓
JBL JABIL INC $1,0630.00%4 00.0% — 不变
SPYM SPDR SERIES TRUST $1,0720.00%14 440.0% $306 加仓
MSCI MSCI INC $1,0790.00%2 00.0% — 不变
VHT VANGUARD WORLD FD $1,0850.00%4 00.0% — 不变
YUM YUM BRANDS INC $1,0890.00%7 00.0% — 不变
MPWR MONOLITHIC PWR SYS INC $1,0940.00%1 00.0% — 不变
BKR BAKER HUGHES COMPANY $1,0990.00%18 650.0% $366 加仓
BIIB BIOGEN INC $1,1000.00%6 00.0% — 不变
JKHY HENRY JACK & ASSOC INC $1,1070.00%7 00.0% — 不变
TRMB TRIMBLE INC $1,1090.00%17 10142.9% $652 加仓
ON ON SEMICONDUCTOR CORP $1,1150.00%18 212.5% $124 加仓
IDXX IDEXX LABS INC $1,1240.00%2 00.0% — 不变
IONS IONIS PHARMACEUTICALS INC $1,1270.00%15 17.1% $75 加仓
RY ROYAL BK CDA $1,1330.00%7 -22-75.9% -$3,561 减仓
IBKR INTERACTIVE BROKERS GROUP IN $1,1410.00%17 16.2% $67 加仓
EXPD EXPEDITORS INTL WASH INC $1,1460.00%8 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $1,1500.00%44 718.9% $183 加仓
PCAR PACCAR INC $1,1550.00%10 6150.0% $693 加仓
APD AIR PRODUCTS AND CHEMICALS I $1,1620.00%4 3300.0% $872 加仓
AU ANGLOGOLD ASHANTI PLC $1,1690.00%12 -900-98.7% -$8.77万 减仓
ODFL OLD DOMINION FREIGHT LINE IN $1,1730.00%6 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $1,1850.00%6 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $1,1900.00%22 00.0% — 不变
DAL DELTA AIR LINES INC $1,1970.00%18 15.9% $66 加仓
TKR TIMKEN CO $1,2070.00%12 220.0% $201 加仓
TDY TELEDYNE TECHNOLOGIES INC $1,2110.00%2 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $1,2180.00%9 112.5% $135 加仓
VLO VALERO ENERGY CORP $1,2360.00%5 00.0% — 不变
MTB M & T BK CORP $1,2410.00%6 -39-86.7% -$8,066 减仓
WAB WABTEC $1,2500.00%5 00.0% — 不变
IAGG ISHARES TR $1,2510.00%25 00.0% — 不变
DOV DOVER CORP $1,2510.00%6 00.0% — 不变
BDX BECTON DICKINSON & CO $1,2580.00%8 360.0% $472 加仓
MTD METTLER TOLEDO INTERNATIONAL $1,2620.00%1 00.0% — 不变
BMNR BITMINE IMMERSION TECNOLOGIE $1,2660.00%64 -56-46.7% -$1,108 重新持有
SNDK SANDISK CORP $1,2710.00%2 1100.0% $636 加仓
APA APA CORPORATION $1,2740.00%30 00.0% — 不变
PR PERMIAN RESOURCES CORP $1,3010.00%61 917.3% $192 加仓
MSI MOTOROLA SOLUTIONS INC $1,3020.00%3 150.0% $434 重新持有
JCI JOHNSON CONTROLS INTERNATION $1,3100.00%10 -51-83.6% -$6,681 减仓
DELL DELL TECHNOLOGIES INC $1,3140.00%8 -1-11.1% -$164 减仓
RSG REPUBLIC SVCS INC $1,3150.00%6 250.0% $438 加仓
ASML ASML HLDG NV $1,3210.00%1 -8-88.9% -$1.06万 减仓
ECL ECOLAB INC $1,3310.00%5 -1-16.7% -$266 减仓
NOC NORTHROP GRUMMAN CORP $1,3650.00%2 00.0% — 不变
EQH EQUITABLE HLDGS INC $1,3740.00%37 412.1% $149 加仓
BX BLACKSTONE INC $1,3800.00%12 -8-40.0% -$920 减仓
ABNB AIRBNB INC $1,3900.00%11 222.2% $253 加仓
ROP ROPER TECHNOLOGIES INC $1,4160.00%4 2100.0% $708 加仓
DDOG DATADOG INC $1,4170.00%12 00.0% — 不变
LNG CHENIERE ENERGY INC $1,4190.00%5 266.7% $568 加仓
FDX FEDEX CORP $1,4250.00%4 133.3% $356 加仓
AFL AFLAC INC $1,4270.00%13 18.3% $110 加仓
DLR DIGITAL RLTY TR INC $1,4420.00%8 114.3% $180 加仓
AEP AMERICAN ELEC PWR CO INC $1,4420.00%11 337.5% $393 加仓
MRVL MARVELL TECHNOLOGY INC $1,4860.00%15 17.1% $99 加仓
MDLZ MONDELEZ INTL INC $1,4990.00%26 23766.7% $1,326 加仓
VST VISTRA CORP $1,5040.00%10 -299-96.8% -$4.50万 减仓
TRGP TARGA RES CORP $1,5050.00%6 250.0% $502 加仓
SNOW SNOWFLAKE INC $1,5090.00%10 -157-94.0% -$2.37万 减仓
DT DYNATRACE INC $1,5170.00%41 27192.9% $999 加仓
LQD ISHARES TR $1,5260.00%14 00.0% — 不变
NDAQ NASDAQ INC $1,5290.00%18 -3-14.3% -$255 减仓
SLB SLB LIMITED $1,5420.00%30 625.0% $308 加仓
REGN REGENERON PHARMACEUTICALS $1,5460.00%2 00.0% — 不变