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 |
|---|---|---|---|---|---|---|---|---|
| DE | DEERE & CO | $3,944 | 0.00% | 7 | -6 | -46.2% | -$3,381 | 减仓 |
| DHR | DANAHER CORP DEL | $3,982 | 0.00% | 21 | -8 | -27.6% | -$1,517 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $4,151 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GSBD | GOLDMAN SACHS BDC INC | $4,440 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | VOLATILITY SHS TR | $4,456 | 0.00% | 533 | 22 | 4.3% | $184 | 加仓 |
| TFI | SPDR SERIES TRUST | $4,489 | 0.00% | 99 | -85 | -46.2% | -$3,854 | 减仓 |
| ONDS | ONDAS INC | $4,520 | 0.00% | 500 | 500 | — | $4,520 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $4,538 | 0.00% | 15 | -1 | -6.2% | -$303 | 减仓 |
| — | TIDAL TRUST II | $4,565 | 0.00% | 583 | 63 | 12.1% | $493 | 加仓 |
| INTC | INTEL CORP | $4,634 | 0.00% | 105 | 16 | 18.0% | $706 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,678 | 0.00% | 73 | -546 | -88.2% | -$3.50万 | 减仓 |
| BP | BP PLC | $4,700 | 0.00% | 100 | -124 | -55.4% | -$5,828 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $4,904 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $5,100 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $5,145 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $5,248 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $5,271 | 0.00% | 33 | 7 | 26.9% | $1,118 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $5,395 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $5,586 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $5,630 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $5,718 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $5,787 | 0.00% | 31 | -105 | -77.2% | -$1.96万 | 减仓 |
| MCD | MCDONALDS CORP | $5,906 | 0.00% | 19 | 4 | 26.7% | $1,243 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $5,933 | 0.00% | 81 | 1 | 1.2% | $73 | 加仓 |
| IXC | ISHARES TR | $5,992 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $6,011 | 0.00% | 149 | -3 | -2.0% | -$121 | 减仓 |
| NIO | NIO INC | $6,030 | 0.00% | 1,000 | 1,000 | — | $6,030 | 新建仓 |
| RIOT | RIOT PLATFORMS INC | $6,180 | 0.00% | 500 | 464 | 1,288.9% | $5,735 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $6,222 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $6,283 | 0.00% | 38 | 6 | 18.8% | $992 | 加仓 |
| EUFN | ISHARES TR | $6,308 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $6,407 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB STRATEGIC TR | $6,580 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $6,591 | 0.00% | 178 | 1 | 0.6% | $37 | 加仓 |
| OMC | OMNICOM GROUP INC | $6,778 | 0.00% | 90 | -2 | -2.2% | -$151 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6,882 | 0.00% | 14 | -5 | -26.3% | -$2,458 | 减仓 |
| NOW | SERVICENOW INC | $7,110 | 0.00% | 68 | -144 | -67.9% | -$1.51万 | 减仓 |
| ONON | ON HLDG AG | $7,145 | 0.00% | 210 | -40 | -16.0% | -$1,361 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $7,320 | 0.00% | 2,000 | -1,000 | -33.3% | -$3,660 | 减仓 |
| SLYG | SPDR SERIES TRUST | $7,344 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $7,571 | 0.00% | 46 | -41 | -47.1% | -$6,748 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $7,751 | 0.00% | 68 | -2 | -2.9% | -$228 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $7,862 | 0.00% | 149 | 30 | 25.2% | $1,583 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $7,900 | 0.00% | 160 | 19 | 13.5% | $938 | 加仓 |
| NVO | NOVO-NORDISK A S | $7,902 | 0.00% | 215 | -400 | -65.0% | -$1.47万 | 减仓 |
| CRWV | COREWEAVE INC | $7,902 | 0.00% | 102 | 101 | 10,100.0% | $7,825 | 加仓 |
| GAP | GAP INC | $7,914 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $7,942 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $8,111 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| EXI | ISHARES TR | $8,327 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $8,576 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $8,704 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $8,729 | 0.00% | 10 | -1 | -9.1% | -$873 | 减仓 |
| MA | MASTERCARD INCORPORATED | $8,994 | 0.00% | 18 | -3 | -14.3% | -$1,499 | 减仓 |
| SR | SPIRE INC | $9,236 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $9,304 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| GSL | GLOBAL SHIP LEASE INC | $9,308 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $9,344 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE HIGH YIELD CRE | $9,500 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $9,602 | 0.00% | 832 | -263 | -24.0% | -$3,035 | 减仓 |
| C | CITIGROUP INC | $9,640 | 0.00% | 85 | -46 | -35.1% | -$5,217 | 减仓 |
| TMUS | T-MOBILE US INC | $9,957 | 0.00% | 47 | 14 | 42.4% | $2,966 | 加仓 |
| XRT | SPDR SERIES TRUST | $9,979 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $1.02万 | 0.00% | 12 | -13 | -52.0% | -$1.10万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $1.02万 | 0.00% | 120 | 60 | 100.0% | $5,095 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1.02万 | 0.00% | 163 | -88,996 | -99.8% | -$557.94万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $1.03万 | 0.00% | 105 | -4 | -3.7% | -$391 | 减仓 |
| EIX | EDISON INTL | $1.05万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| TBLL | INVESCO EXCH TRADED FD TR II | $1.06万 | 0.00% | 100 | -416 | -80.6% | -$4.39万 | 减仓 |
| T | AT&T INC | $1.08万 | 0.00% | 371 | 24 | 6.9% | $696 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $1.12万 | 0.00% | 680 | -8 | -1.2% | -$131 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $1.12万 | 0.00% | 16 | 16 | — | $1.12万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $1.15万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PRGS | PROGRESS SOFTWARE CORP | $1.15万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $1.16万 | 0.00% | 83 | -3 | -3.5% | -$421 | 减仓 |
| ZTS | ZOETIS INC | $1.22万 | 0.00% | 103 | 3 | 3.0% | $355 | 加仓 |
| ADSK | AUTODESK INC | $1.22万 | 0.00% | 51 | -521 | -91.1% | -$12.47万 | 减仓 |
| DON | WISDOMTREE TR | $1.25万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $1.25万 | 0.00% | 326 | 318 | 3,975.0% | $1.21万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $1.28万 | 0.00% | 140 | -1 | -0.7% | -$92 | 减仓 |
| — | ISHARES ETHEREUM TR | $1.31万 | 0.00% | 825 | 763 | 1,230.6% | $1.21万 | 重新持有 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1.32万 | 0.00% | 180 | 180 | — | $1.32万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.33万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| PTF | INVESCO EXCHANGE TRADED FD T | $1.40万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $1.45万 | 0.00% | 43 | 4 | 10.3% | $1,351 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1.47万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| HCKT | HACKETT GROUP INC | $1.49万 | 0.00% | 1,143 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $1.49万 | 0.00% | 30 | 3 | 11.1% | $1,487 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1.53万 | 0.00% | 221 | 204 | 1,200.0% | $1.41万 | 加仓 |
| MELI | MERCADOLIBRE INC | $1.56万 | 0.00% | 9 | 3 | 50.0% | $5,187 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1.56万 | 0.00% | 108 | -206 | -65.6% | -$2.98万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $1.56万 | 0.00% | 130 | 68 | 109.7% | $8,163 | 加仓 |
| WMB | WILLIAMS COS INC | $1.56万 | 0.00% | 215 | 2 | 0.9% | $146 | 加仓 |
| WING | WINGSTOP INC | $1.60万 | 0.00% | 103 | -1 | -1.0% | -$155 | 减仓 |
| VV | VANGUARD INDEX FDS | $1.61万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $1.66万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $1.70万 | 0.01% | 182 | -130 | -41.7% | -$1.21万 | 减仓 |
| NUE | NUCOR CORP | $1.71万 | 0.01% | 101 | 3 | 3.1% | $507 | 加仓 |
| MUB | ISHARES TR | $1.79万 | 0.01% | 169 | 31 | 22.5% | $3,291 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.84万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |