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
DCTH DELCATHSYSINC $5,0360.00%400 400— $5,036 新建仓
NIO NIOINC $5,0600.00%1,000 00.0% — 不变
IXC ISHARESTR $5,1100.00%104 00.0% — 不变
BSV VANGUARDBDINDEXFDS $5,1430.00%66 66— $5,143 新建仓
REZI RESIDEOTECHNOLOGIESINC $5,1940.00%167 00.0% — 不变
VEA VANGUARDTAX-MANAGEDFDS $5,2020.00%73 00.0% — 不变
KMB KIMBERLY-CLARKCORP $5,2380.00%48 -222-82.2% -$2.42万 减仓
LUV SOUTHWESTAIRLSCO $5,2450.00%102 -2-1.9% -$103 减仓
PYPL PAYPALHLDGSINC $5,3550.00%124 -1,303-91.3% -$5.63万 减仓
ITW ILLINOISTOOLWKSINC $5,4100.00%20 642.9% $1,623 加仓
IXJ ISHARESTR $5,4110.00%55 00.0% — 不变
— TIDALTRUSTII $5,4140.00%670 8714.9% $703 加仓
COF CAPITALONEFINLCORP $5,4170.00%27 842.1% $1,605 加仓
MRVL MARVELLTECHNOLOGYINC $5,6600.00%19 426.7% $1,192 加仓
ONDS ONDASINC $5,7680.00%700 20040.0% $1,648 加仓
MKSI MKSINC. $5,7830.00%13 18.3% $445 加仓
DKNG DRAFTKINGSINCNEW $5,7850.00%229 199663.3% $5,027 加仓
APH AMPHENOLCORP $5,9950.00%34 39.7% $529 加仓
TMO THERMOFISHERSCIENTIFICINC $6,0170.00%12 -2-14.3% -$1,003 减仓
BIV VANGUARDBDINDEXFDS $6,0600.00%79 79— $6,060 新建仓
GAP GAPINC $6,1090.00%327 00.0% — 不变
— ADUROCLEANTECHNOLOGIESINC $6,3040.00%400 400— $6,304 新建仓
SCHF SCHWABSTRATEGICTR $6,3990.00%231 00.0% — 不变
VGIT VANGUARDSCOTTSDALEFDS $6,4830.00%110 61124.5% $3,595 加仓
OMC OMNICOMGROUPINC $6,5550.00%90 00.0% — 不变
STX SEAGATETECHNOLOGYHLDNGSPL $6,7550.00%7 -2-22.2% -$1,930 减仓
GBTC GRAYSCALEBITCOINTRUSTETF $6,7830.00%149 00.0% — 不变
— INVESCOEXCHANGETRADEDFDT $6,8130.00%114 00.0% — 不变
SNDK SANDISKCORP $6,8220.00%3 150.0% $2,274 加仓
HIMS HIMS&HERSHEALTHINC $6,9340.00%200 00.0% — 重新持有
— NEOSETFTRUST $6,9800.00%125 00.0% — 不变
ZTS ZOETISINC $7,0430.00%98 -5-4.9% -$359 减仓
EUFN ISHARESTR $7,0580.00%181 00.0% — 不变
SRPT SAREPTATHERAPEUTICSINC $7,1880.00%400 00.0% — 不变
PM PHILIPMORRISINTLINC $7,2370.00%40 25.3% $362 加仓
HPQ HPINC $7,2520.00%331 -1,373-80.6% -$3.01万 减仓
TMUS T-MOBILEUSINC $7,2900.00%43 -4-8.5% -$678 减仓
ONON ONHLDGAG $7,4390.00%210 00.0% — 不变
DRI DARDENRESTAURANTSINC $7,5410.00%37 -189-83.6% -$3.85万 减仓
SCHK SCHWABSTRATEGICTR $7,5730.00%210 00.0% — 不变
MA MASTERCARDINCORPORATED $7,7040.00%15 -3-16.7% -$1,541 减仓
UAL UNITEDAIRLSHLDGSINC $7,7520.00%57 00.0% — 不变
URI UNITEDRENTALSINC $7,9310.00%7 00.0% — 不变
SR SPIREINC $7,9660.00%102 00.0% — 不变
ASTS ASTSPACEMOBILEINC $8,0870.00%91 894,450.0% $7,909 加仓
AGG ISHARESTR $8,1170.00%82 22.5% $198 加仓
NBIS NEBIUSGROUPN.V. $8,5620.00%31 414.8% $1,105 加仓
NOW SERVICENOWINC $8,6380.00%87 1927.9% $1,886 加仓
CRM SALESFORCEINC $8,7730.00%56 2580.6% $3,917 加仓
C CITIGROUPINC $8,8180.00%63 -22-25.9% -$3,079 减仓
NET CLOUDFLAREINC $8,8310.00%36 -112-75.7% -$2.75万 减仓
— CREDITSUISSEHIGHYIELDCRE $8,9000.00%5,000 00.0% — 不变
SLYG SPDRSERIESTRUST $9,0540.00%76 00.0% — 不变
T AT&TINC $9,0880.00%439 6818.3% $1,408 加仓
EXI ISHARESTR $9,2230.00%46 00.0% — 不变
ADBE ADOBEINC $9,2260.00%45 -100-69.0% -$2.05万 减仓
A AGILENTTECHNOLOGIESINC $9,2990.00%70 22.9% $266 加仓
EFG ISHARESTR $9,5810.00%77 00.0% — 不变
BABA ALIBABAGROUPHLDGLTD $9,8860.00%103 103— $9,886 新建仓
ADSK AUTODESKINC $9,9160.00%51 00.0% — 不变
MS MORGANSTANLEY $1.00万0.00%48 24.3% $418 加仓
BND VANGUARDBDINDEXFDS $1.01万0.00%138 5770.4% $4,192 加仓
EIX EDISONINTL $1.06万0.00%143 00.0% — 不变
WDC WESTERNDIGITALCORP $1.09万0.00%17 -6-26.1% -$3,833 减仓
XRT SPDRSERIESTRUST $1.09万0.00%124 00.0% — 不变
PRU PRUDENTIALFINLINC $1.11万0.00%103 -2-1.9% -$216 减仓
GIS GENERALMILLSINC $1.12万0.00%321 -2,418-88.3% -$8.41万 减仓
LYV LIVENATIONENTERTAINMENTIN $1.12万0.00%61 00.0% — 不变
RKT ROCKETCOSINC $1.15万0.00%729 509231.4% $8,017 加仓
GEV GEVERNOVAINC $1.17万0.00%10 00.0% — 不变
F FORDMTRCO $1.20万0.00%864 323.8% $445 加仓
HCKT HACKETTGROUPINC $1.23万0.00%1,143 00.0% — 不变
ONEQ FIDELITYCOMWLTHTR $1.24万0.00%120 00.0% — 不变
GDXJ VANECKETFTRUST $1.28万0.00%130 00.0% — 不变
VO VANGUARDINDEXFDS $1.29万0.00%160 00.0% — 不变
LRCX LAMRESEARCHCORP $1.30万0.00%30 -651-95.6% -$28.21万 减仓
— TRAVELERSCOMPANIESINC $1.32万0.00%40 40— $1.32万 新建仓
SNPS SYNOPSYSINC $1.34万0.00%30 -89-74.8% -$3.97万 减仓
DON WISDOMTREETR $1.34万0.00%237 00.0% — 不变
SPLV INVESCOEXCHTRADEDFDTRII $1.35万0.00%180 00.0% — 不变
LITE LUMENTUMHLDGSINC $1.37万0.00%16 00.0% — 不变
SGOV ISHARESTR $1.42万0.00%141 -89,552-99.8% -$901.55万 减仓
PG PROCTER&GAMBLECO $1.44万0.00%98 -10-9.3% -$1,466 减仓
DOC HEALTHPEAKPROPERTIESINC $1.46万0.00%680 00.0% — 不变
CIBR FIRSTTREXCHANGE-TRADEDFD $1.47万0.00%163 00.0% — 不变
HLN HALEONPLC $1.49万0.00%1,592 1,592— $1.49万 新建仓
ORCL ORACLECORP $1.51万0.00%103 -189-64.7% -$2.77万 减仓
PRGS PROGRESSSOFTWARECORP $1.51万0.00%450 00.0% — 不变
URNM SPROTTFDSTR $1.54万0.00%292 -5-1.7% -$263 减仓
DOW DOWHLDGSINC $1.56万0.00%570 00.0% — 不变
PPA INVESCOEXCHANGETRADEDFDT $1.56万0.00%89 -46,507-99.8% -$816.96万 减仓
RIOT RIOTPLATFORMSINC $1.57万0.00%575 7515.0% $2,054 加仓
INTU INTUIT $1.59万0.00%61 -4-6.2% -$1,044 减仓
LIN LINDEPLC $1.61万0.00%31 13.3% $519 加仓
CAG CONAGRABRANDSINC $1.62万0.00%1,200 -19-1.6% -$256 减仓
PPLT ABRDNPLATINUMETFTRUST $1.62万0.00%1,150 00.0% — 不变
WMB WILLIAMSCOSINC $1.65万0.00%222 73.3% $520 加仓
ICSH ISHARESTR $1.78万0.01%352 -41,034-99.1% -$207.56万 减仓
VOOG VANGUARDADMIRALFDSINC $1.78万0.01%216 00.0% — 不变
SRE SEMPRA $1.80万0.01%194 -2-1.0% -$185 减仓