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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $1.84万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT FDS TR | $1.88万 | 0.01% | 297 | -5 | -1.7% | -$316 | 减仓 |
| SRE | SEMPRA | $1.90万 | 0.01% | 196 | 1 | 0.5% | $97 | 加仓 |
| CAG | CONAGRA BRANDS INC | $1.92万 | 0.01% | 1,219 | -23 | -1.9% | -$362 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $1.95万 | 0.01% | 296 | -154 | -34.2% | -$1.01万 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $2.05万 | 0.01% | 115 | 38 | 49.4% | $6,773 | 加仓 |
| — | NUSHARES ETF TR | $2.11万 | 0.01% | 775 | 1 | 0.1% | $27 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $2.12万 | 0.01% | 350 | 350 | — | $2.12万 | 新建仓 |
| KRC | KILROY REALTY CORP | $2.13万 | 0.01% | 755 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $2.14万 | 0.01% | 280 | -135 | -32.5% | -$1.03万 | 减仓 |
| IEFA | ISHARES TR | $2.15万 | 0.01% | 238 | -40 | -14.4% | -$3,621 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $2.17万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $2.23万 | 0.01% | 248 | -15 | -5.7% | -$1,346 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.23万 | 0.01% | 50 | 2 | 4.2% | $893 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $2.26万 | 0.01% | 1,422 | 227 | 19.0% | $3,605 | 加仓 |
| SO | SOUTHERN CO | $2.31万 | 0.01% | 239 | -496 | -67.5% | -$4.79万 | 减仓 |
| MET | METLIFE INC | $2.33万 | 0.01% | 329 | -1 | -0.3% | -$71 | 减仓 |
| DOW | DOW HLDGS INC | $2.37万 | 0.01% | 570 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $2.47万 | 0.01% | 252 | -50 | -16.6% | -$4,894 | 减仓 |
| UNP | UNION PAC CORP | $2.47万 | 0.01% | 102 | -7 | -6.4% | -$1,698 | 减仓 |
| GWW | WW GRAINGER INC | $2.51万 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $2.51万 | 0.01% | 222 | -1 | -0.4% | -$113 | 减仓 |
| BAC | BANK AMERICA CORP | $2.56万 | 0.01% | 526 | -113 | -17.7% | -$5,509 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $2.59万 | 0.01% | 704 | -1,909 | -73.1% | -$7.03万 | 减仓 |
| MSTR | STRATEGY INC | $2.60万 | 0.01% | 208 | 3 | 1.5% | $374 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $2.60万 | 0.01% | 270 | 5 | 1.9% | $482 | 加仓 |
| — | WISDOMTREE TR | $2.62万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $2.66万 | 0.01% | 338 | 1 | 0.3% | $79 | 加仓 |
| GDX | VANECK ETF TRUST | $2.69万 | 0.01% | 293 | 88 | 42.9% | $8,085 | 加仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $2.71万 | 0.01% | 201 | -37 | -15.5% | -$4,984 | 减仓 |
| — | DUPONT DE NEMOURS INC | $2.73万 | 0.01% | 596 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $2.79万 | 0.01% | 215 | -540 | -71.5% | -$7.02万 | 减仓 |
| INTU | INTUIT | $2.81万 | 0.01% | 65 | -7 | -9.7% | -$3,027 | 减仓 |
| KWEB | KRANESHARES TRUST | $2.84万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2.91万 | 0.01% | 382 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $2.91万 | 0.01% | 220 | 1 | 0.5% | $132 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2.99万 | 0.01% | 591 | 4 | 0.7% | $202 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $3.01万 | 0.01% | 152 | -2 | -1.3% | -$396 | 减仓 |
| FTNT | FORTINET INC | $3.02万 | 0.01% | 369 | 6 | 1.7% | $490 | 加仓 |
| EZM | WISDOMTREE TR | $3.02万 | 0.01% | 450 | -7 | -1.5% | -$471 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $3.03万 | 0.01% | 104 | 1 | 1.0% | $292 | 加仓 |
| NET | CLOUDFLARE INC | $3.05万 | 0.01% | 148 | 1 | 0.7% | $206 | 加仓 |
| GRMN | GARMIN LTD | $3.09万 | 0.01% | 133 | 2 | 1.5% | $464 | 加仓 |
| AMLP | ALPS ETF TR | $3.16万 | 0.01% | 600 | 600 | — | $3.16万 | 新建仓 |
| BBY | BEST BUY INC | $3.17万 | 0.01% | 493 | 4 | 0.8% | $257 | 加仓 |
| IWM | ISHARES TR | $3.17万 | 0.01% | 128 | 3 | 2.4% | $744 | 加仓 |
| IJT | ISHARES TR | $3.18万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $3.24万 | 0.01% | 313 | -316 | -50.2% | -$3.27万 | 减仓 |
| HPQ | HP INC | $3.27万 | 0.01% | 1,704 | 19 | 1.1% | $365 | 加仓 |
| NU | NU HLDGS LTD | $3.31万 | 0.01% | 2,300 | 0 | 0.0% | — | 不变 |
| NUEM | NUSHARES ETF TR | $3.37万 | 0.01% | 917 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $3.41万 | 0.01% | 3,347 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $3.42万 | 0.01% | 296 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $3.47万 | 0.01% | 309 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD ADMIRAL FDS INC | $3.49万 | 0.01% | 279 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $3.51万 | 0.01% | 116 | -14 | -10.8% | -$4,231 | 减仓 |
| ADBE | ADOBE INC | $3.52万 | 0.01% | 145 | -392 | -73.0% | -$9.53万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $3.54万 | 0.01% | 170 | 151 | 794.7% | $3.14万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $3.55万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $3.63万 | 0.01% | 727 | 3 | 0.4% | $150 | 加仓 |
| SYY | SYSCO CORP | $3.67万 | 0.01% | 514 | 3 | 0.6% | $214 | 加仓 |
| JD | JD.COM INC | $3.68万 | 0.01% | 1,243 | -1,804 | -59.2% | -$5.33万 | 减仓 |
| SNA | SNAP ON INC | $3.70万 | 0.01% | 102 | -132 | -56.4% | -$4.79万 | 减仓 |
| XBI | SPDR SERIES TRUST | $3.72万 | 0.01% | 291 | 30 | 11.5% | $3,831 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $3.74万 | 0.01% | 516 | 500 | 3,125.0% | $3.62万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $3.75万 | 0.01% | 404 | 8 | 2.0% | $743 | 加仓 |
| QYLD | GLOBAL X FDS | $3.82万 | 0.01% | 2,228 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $3.88万 | 0.01% | 386 | 1 | 0.3% | $101 | 加仓 |
| USO | UNITED STS OIL FD LP | $3.91万 | 0.01% | 307 | 300 | 4,285.7% | $3.82万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $3.91万 | 0.01% | 573 | 2 | 0.4% | $137 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $3.94万 | 0.01% | 511 | 9 | 1.8% | $694 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $3.95万 | 0.01% | 426 | 1 | 0.2% | $93 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $3.96万 | 0.01% | 842 | 4 | 0.5% | $188 | 加仓 |
| EMN | EASTMAN CHEM CO | $3.98万 | 0.01% | 521 | -489 | -48.4% | -$3.73万 | 重新持有 |
| XLK | SELECT SECTOR SPDR TR | $4.17万 | 0.01% | 314 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $4.25万 | 0.01% | 534 | -4 | -0.7% | -$318 | 减仓 |
| CI | THE CIGNA GROUP | $4.28万 | 0.01% | 160 | 80 | 100.0% | $2.14万 | 加仓 |
| AMGN | AMGEN INC | $4.29万 | 0.01% | 122 | 2 | 1.7% | $704 | 加仓 |
| ORCL | ORACLE CORP | $4.30万 | 0.01% | 292 | -8 | -2.7% | -$1,177 | 减仓 |
| — | NUSHARES ETF TR | $4.32万 | 0.01% | 2,040 | 1 | 0.0% | $21 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $4.41万 | 0.01% | 1,447 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $4.44万 | 0.01% | 226 | 1 | 0.4% | $196 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $4.44万 | 0.01% | 946 | 15 | 1.6% | $704 | 加仓 |
| VCR | VANGUARD WORLD FD | $4.49万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $4.58万 | 0.01% | 165 | -280 | -62.9% | -$7.78万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $4.66万 | 0.01% | 454 | -31 | -6.4% | -$3,182 | 减仓 |
| MRCY | MERCURY SYS INC | $4.70万 | 0.01% | 644 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $4.72万 | 0.01% | 119 | 3 | 2.6% | $1,189 | 加仓 |
| GSK | GSK PLC | $4.77万 | 0.01% | 865 | -42 | -4.6% | -$2,318 | 减仓 |
| UL | UNILEVER PLC | $4.93万 | 0.02% | 866 | -49 | -5.4% | -$2,792 | 减仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $4.93万 | 0.02% | 3,084 | 16 | 0.5% | $256 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $4.94万 | 0.02% | 151 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $4.94万 | 0.02% | 877 | -132 | -13.1% | -$7,437 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $4.96万 | 0.02% | 619 | 7 | 1.1% | $561 | 加仓 |
| IWD | ISHARES TR | $4.96万 | 0.02% | 232 | 1 | 0.4% | $214 | 加仓 |
| GPC | GENUINE PARTS CO | $5.22万 | 0.02% | 494 | 29 | 6.2% | $3,067 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $5.24万 | 0.02% | 209 | 200 | 2,222.2% | $5.01万 | 加仓 |
| NVS | NOVARTIS AG | $5.38万 | 0.02% | 352 | -29 | -7.6% | -$4,430 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $5.48万 | 0.02% | 462 | 4 | 0.9% | $475 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $5.48万 | 0.02% | 342 | -462 | -57.5% | -$7.41万 | 减仓 |