Quaker Wealth Management, LLC
MOORESTOWN NJ · SEC CIK 0001733472
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CIEN | CIENA CORP | $1,553 | 0.00% | 4 | -1 | -20.0% | -$388 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1,643 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $1,652 | 0.00% | 27 | -3 | -10.0% | -$184 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1,652 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,690 | 0.00% | 5 | -43 | -89.6% | -$1.45万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $1,691 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $1,714 | 0.00% | 23 | 5 | 27.8% | $373 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1,726 | 0.00% | 10 | 6 | 150.0% | $1,036 | 加仓 |
| MCK | MCKESSON CORP | $1,731 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,732 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $1,733 | 0.00% | 8 | 2 | 33.3% | $433 | 加仓 |
| ROST | ROSS STORES INC | $1,734 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CLNE | CLEAN ENERGY FUELS CORP | $1,736 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $1,737 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1,745 | 0.00% | 27 | -1 | -3.6% | -$65 | 减仓 |
| IWS | ISHARES TR | $1,749 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $1,757 | 0.00% | 28 | -47 | -62.7% | -$2,949 | 减仓 |
| KKR | KKR & CO INC | $1,758 | 0.00% | 19 | 3 | 18.8% | $278 | 加仓 |
| — | SPROTT ETF TRUST | $1,782 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $1,791 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $1,812 | 0.00% | 39 | 2 | 5.4% | $93 | 加仓 |
| GTX | GARRETT MOTION INC | $1,817 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ZVRA | ZEVRA THERAPEUTICS INC | $1,864 | 0.00% | 200 | -1,000 | -83.3% | -$9,320 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1,866 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $1,868 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $1,885 | 0.00% | 6 | 1 | 20.0% | $314 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1,893 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $1,924 | 0.00% | 2 | -3 | -60.0% | -$2,886 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1,924 | 0.00% | 6 | 2 | 50.0% | $641 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,929 | 0.00% | 81 | 10 | 14.1% | $238 | 加仓 |
| AON | AON PLC | $1,937 | 0.00% | 6 | 3 | 100.0% | $968 | 加仓 |
| TGT | TARGET CORP | $1,940 | 0.00% | 16 | -1,600 | -99.0% | -$19.40万 | 减仓 |
| FAST | FASTENAL CO | $1,949 | 0.00% | 42 | 8 | 23.5% | $371 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,956 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $1,961 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $1,965 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $1,977 | 0.00% | 43 | 7 | 19.4% | $322 | 加仓 |
| CAVA | CAVA GROUP INC | $2,023 | 0.00% | 25 | -1 | -3.8% | -$81 | 减仓 |
| MMM | 3M CO | $2,034 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,045 | 0.00% | 13 | 8 | 160.0% | $1,258 | 加仓 |
| RIO | RIO TINTO PLC | $2,053 | 0.00% | 22 | -31 | -58.5% | -$2,893 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $2,060 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2,071 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CLIP | GLOBAL X FDS | $2,108 | 0.00% | 21 | 21 | — | $2,108 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $2,159 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $2,162 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $2,205 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $2,227 | 0.00% | 7 | 1 | 16.7% | $318 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $2,234 | 0.00% | 8 | 3 | 60.0% | $838 | 加仓 |
| CSX | CSX CORP | $2,258 | 0.00% | 55 | -53 | -49.1% | -$2,176 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $2,297 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $2,305 | 0.00% | 10 | 2 | 25.0% | $461 | 加仓 |
| DEO | DIAGEO PLC | $2,376 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $2,388 | 0.00% | 6 | 1 | 20.0% | $398 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2,395 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $2,418 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $2,426 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2,433 | 0.00% | 8 | 1 | 14.3% | $304 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,439 | 0.00% | 12 | 3 | 33.3% | $610 | 加仓 |
| MPC | MARATHON PETE CORP | $2,442 | 0.00% | 10 | -1 | -9.1% | -$244 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $2,492 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $2,501 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $2,602 | 0.00% | 15 | 7 | 87.5% | $1,214 | 加仓 |
| GDDY | GODADDY INC | $2,646 | 0.00% | 32 | 3 | 10.3% | $248 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $2,651 | 0.00% | 119 | 15 | 14.4% | $334 | 加仓 |
| CME | CME GROUP INC | $2,659 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $2,691 | 0.00% | 5 | -7 | -58.3% | -$3,767 | 减仓 |
| PWR | QUANTA SVCS INC | $2,746 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $2,758 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $2,758 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $2,770 | 0.00% | 30 | -3 | -9.1% | -$277 | 减仓 |
| PGR | PROGRESSIVE CORP | $2,776 | 0.00% | 14 | 2 | 16.7% | $397 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $2,802 | 0.00% | 27 | 27 | — | $2,802 | 新建仓 |
| CCL | CARNIVAL CORP | $2,821 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $2,881 | 0.00% | 22 | -20 | -47.6% | -$2,619 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,913 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $2,916 | 0.00% | 195 | -11 | -5.3% | -$164 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,948 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $2,958 | 0.00% | 9 | -1 | -10.0% | -$329 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $2,994 | 0.00% | 109 | 3 | 2.8% | $82 | 加仓 |
| RKT | ROCKET COS INC | $3,135 | 0.00% | 220 | -2 | -0.9% | -$28 | 减仓 |
| COIN | COINBASE GLOBAL INC | $3,143 | 0.00% | 18 | -614 | -97.2% | -$10.72万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $3,244 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $3,259 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $3,276 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $3,343 | 0.00% | 30 | 30 | — | $3,343 | 新建仓 |
| IREN | IREN LIMITED | $3,428 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $3,466 | 0.00% | 40 | 12 | 42.9% | $1,040 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $3,467 | 0.00% | 19 | -29 | -60.4% | -$5,292 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3,526 | 0.00% | 9 | -499 | -98.2% | -$19.55万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $3,547 | 0.00% | 38 | 2 | 5.6% | $187 | 加仓 |
| IEMG | ISHARES INC | $3,558 | 0.00% | 51 | -21 | -29.2% | -$1,465 | 减仓 |
| WELL | WELLTOWER INC | $3,559 | 0.00% | 18 | 3 | 20.0% | $593 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $3,645 | 0.00% | 14 | -15 | -51.7% | -$3,905 | 减仓 |
| KR | KROGER CO | $3,763 | 0.00% | 52 | -2 | -3.7% | -$145 | 减仓 |
| KXI | ISHARES TR | $3,820 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $3,908 | 0.00% | 104 | 2 | 2.0% | $75 | 加仓 |
| XYLD | GLOBAL X FDS | $3,913 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $3,917 | 0.00% | 31 | -2 | -6.1% | -$253 | 减仓 |
| ETN | EATON CORP PLC | $3,935 | 0.00% | 11 | 1 | 10.0% | $358 | 加仓 |