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
VST VISTRACORP $2,0630.00%13 330.0% $476 加仓
AJG GALLAGHERARTHURJ&CO $2,0670.00%9 112.5% $230 加仓
EQIX EQUINIXINC $2,0850.00%2 00.0% — 不变
RIO RIOTINTOPLC $2,0890.00%22 00.0% — 不变
— TARGETCORP $2,0900.00%16 16— $2,090 新建仓
CLIP GLOBALXFDS $2,1080.00%21 00.0% — 不变
RR RICHTECHROBOTICSINC $2,1100.00%1,000 1,000— $2,110 新建仓
BE BLOOMENERGYCORP $2,1190.00%7 4133.3% $1,211 加仓
VBR VANGUARDINDEXFDS $2,1870.00%9 00.0% — 不变
— EQUITABLEHLDGSINC $2,1940.00%50 50— $2,194 新建仓
RCL ROYALCARIBBEANGROUP $2,2230.00%7 116.7% $318 加仓
SPG SIMONPPTYGROUPINCNEW $2,2370.00%10 00.0% — 不变
FITB FIFTHTHIRDBANCORP $2,2550.00%40 12.6% $56 加仓
MMM 3MCO $2,2670.00%14 00.0% — 不变
MCK MCKESSONCORP $2,2670.00%3 150.0% $756 加仓
SOUN SOUNDHOUNDAIINC $2,2840.00%353 00.0% — 不变
SNOW SNOWFLAKEINC $2,2910.00%9 -1-10.0% -$255 减仓
MDLZ MONDELEZINTLINC $2,3140.00%40 1453.8% $810 加仓
ELV ELEVANCEHEALTHINCFORMERLY $2,3210.00%6 3100.0% $1,160 加仓
TSM TAIWANSEMICONDUCTORMANUFAC $2,3880.00%5 00.0% — 不变
VTV VANGUARDINDEXFDS $2,3980.00%11 00.0% — 不变
MNST MONSTERBEVERAGECORPNEW $2,4030.00%25 -491-95.2% -$4.72万 减仓
VTEB VANGUARDMUNBDFDS $2,4280.00%48 00.0% — 不变
CME CMEGROUPINC $2,4300.00%11 222.2% $442 加仓
CIEN CIENACORP $2,4530.00%5 125.0% $491 加仓
MCHP MICROCHIPTECHNOLOGYINC. $2,4630.00%27 00.0% — 不变
GD GENERALDYNAMICSCORP $2,4800.00%7 116.7% $354 加仓
HOOD ROBINHOODMKTSINC $2,5070.00%25 -196-88.7% -$1.97万 减仓
ECL ECOLABINC $2,5080.00%9 480.0% $1,115 加仓
BLV VANGUARDBDINDEXFDS $2,5510.00%37 37— $2,551 新建仓
CORZ CORESCIENTIFICINCNEW $2,5590.00%100 100— $2,559 新建仓
CPB THECAMPBELLSCOMPANY $2,5620.00%115 -4-3.4% -$89 减仓
MGK VANGUARDWORLDFD $2,6380.00%30 00.0% — 不变
HLT HILTONWORLDWIDEHLDGSINC $2,6440.00%8 00.0% — 不变
CSX CSXCORP $2,7570.00%58 35.5% $143 加仓
ORLY OREILLYAUTOMOTIVEINC $2,7630.00%30 00.0% — 不变
MPC MARATHONPETECORP $2,8130.00%11 110.0% $256 加仓
— WARNERBROSDISCOVERYINC $2,8260.00%106 -3-2.8% -$80 减仓
SKYY FIRSTTREXCHANGE-TRADEDFD $2,8260.00%21 00.0% — 不变
VSNT VERSANTMEDIAGROUPINC $2,8500.00%79 64426.7% $2,309 加仓
PH PARKER-HANNIFINCORP $2,9350.00%3 150.0% $978 加仓
JEPI JPMORGANEXCHANGETRADEDF $2,9370.00%52 00.0% — 不变
KKR KKR&COINC $2,9370.00%32 1368.4% $1,193 加仓
TT TRANETECHNOLOGIESPLC $2,9470.00%6 00.0% — 不变
XLF SELECTSECTORSPDRTR $2,9490.00%55 -105-65.6% -$5,630 减仓
GDDY GODADDYINC $3,0560.00%36 412.5% $340 加仓
COIN COINBASEGLOBALINC $3,0700.00%21 316.7% $439 加仓
APP APPLOVINCORP $3,0920.00%6 00.0% — 不变
DDOG DATADOGINC $3,1250.00%12 00.0% — 不变
ADP AUTOMATICDATAPROCESSINGIN $3,1360.00%14 216.7% $448 加仓
— STARFIGHTERSSPACEINC $3,1920.00%600 600— $3,192 新建仓
HWM HOWMETAEROSPACEINC $3,2270.00%12 220.0% $538 加仓
CTAS CINTASCORP $3,2320.00%19 15375.0% $2,552 加仓
UNP UNIONPACCORP $3,2640.00%12 -90-88.2% -$2.45万 减仓
PGR PROGRESSIVECORP $3,2770.00%15 17.1% $218 加仓
CCL CARNIVALCORPLTD $3,2860.00%115 115— $3,286 新建仓
CVS CVSHEALTHCORP $3,3110.00%32 623.1% $621 加仓
— SIDUSSPACEINC $3,3720.00%1,200 1,200— $3,372 新建仓
MICC MAGNUMICECREAMCONV $3,3950.00%195 00.0% — 不变
BIDU BAIDUINC $3,4290.00%30 00.0% — 不变
DELL DELLTECHNOLOGIESINC $3,4520.00%8 00.0% — 不变
SYK STRYKERCORPORATION $3,4640.00%11 222.2% $630 加仓
VRTX VERTEXPHARMACEUTICALSINC $3,4780.00%7 -43-86.0% -$2.14万 减仓
CMI CUMMINSINC $3,5670.00%5 00.0% — 不变
LMT LOCKHEEDMARTINCORP $3,5670.00%7 375.0% $1,529 加仓
ADI ANALOGDEVICESINC $3,5750.00%9 228.6% $794 加仓
— QUANTASVCSINC $3,6010.00%5 5— $3,601 新建仓
HPE HEWLETTPACKARDENTERPRISEC $3,6090.00%80 -1-1.2% -$45 减仓
GTX GARRETTMOTIONINC $3,6230.00%100 00.0% — 不变
FNDX SCHWABSTRATEGICTR $3,6390.00%117 00.0% — 不变
EOG EOGRESINC $3,6500.00%28 -1,017-97.3% -$13.26万 减仓
CHD CHURCH&DWIGHTCOINC $3,6820.00%38 00.0% — 不变
BP BPPLC $3,6950.00%100 00.0% — 不变
CVE CENOVUSENERGYINC $3,7220.00%150 150— $3,722 新建仓
GSL GLOBALSHIPLEASEINC $3,7600.00%100 -150-60.0% -$5,640 减仓
UTHR UNITEDTHERAPEUTICSCORPDEL $3,7930.00%7 00.0% — 不变
ZS ZSCALERINC $3,8120.00%27 -56-67.5% -$7,906 减仓
KBWB INVESCOEXCHTRADEDFDTRII $3,8130.00%41 00.0% — 不变
KXI ISHARESTR $3,8500.00%57 00.0% — 不变
DUK DUKEENERGYCORPNEW $3,9240.00%31 940.9% $1,139 加仓
— VOLATILITYSHSTR $3,9410.00%534 10.2% $7 加仓
FIX COMFORTSYSUSAINC $3,9640.00%2 00.0% — 不变
OXY OCCIDENTALPETECORP $4,0490.00%83 00.0% — 不变
XYLD GLOBALXFDS $4,0790.00%100 00.0% — 不变
WELL WELLTOWERINC $4,0860.00%18 00.0% — 不变
LVS LASVEGASSANDSCORP $4,1580.00%90 -1-1.1% -$46 减仓
R RYDERSYSINC $4,2210.00%16 00.0% — 不变
IEMG ISHARESINC $4,2250.00%51 00.0% — 不变
BBY BESTBUYINC $4,3800.00%58 -435-88.2% -$3.29万 减仓
BVN COMPANIADEMINASBUENAVENTU $4,3940.00%150 150— $4,394 新建仓
DE DEERE&CO $4,4410.00%7 00.0% — 不变
TFI SPDRSERIESTRUST $4,5350.00%99 00.0% — 不变
IREN IRENLIMITED $4,5730.00%100 00.0% — 不变
— GRAYSCALEETHEREUMSTAKINGE $4,6070.00%361 -5,313-93.6% -$6.78万 减仓
PNC PNCFINLSVCSGROUPINC $4,6790.00%19 -151-88.8% -$3.72万 减仓
ETN EATONCORPPLC $4,6880.00%11 00.0% — 不变
GSBD GOLDMANSACHSBDCINC $4,7400.00%500 00.0% — 不变
DHR DANAHERCORPDEL $4,7620.00%25 419.0% $762 加仓
CSGP COSTARGROUPINC $4,9560.00%175 2617.4% $736 加仓
TJX TJXCOSINCNEW $5,0000.00%33 00.0% — 不变