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
GRPM INVESCOEXCHANGETRADEDFDT $1.82万0.01%140 00.0% — 不变
V VISAINC $1.85万0.01%54 -62-53.4% -$2.13万 减仓
SO SOUTHERNCO $1.86万0.01%194 -45-18.8% -$4,307 减仓
VV VANGUARDINDEXFDS $1.86万0.01%54 00.0% — 不变
ACN ACCENTUREPLCIRELAND $1.87万0.01%150 -2-1.3% -$249 减仓
— BITWISEETHEREUMETF $1.87万0.01%1,659 -12,324-88.1% -$13.90万 减仓
NVO NOVO-NORDISKAS $1.99万0.01%415 20093.0% $9,588 加仓
VWOB VANGUARDWHITEHALLFDS $2.02万0.01%300 41.4% $269 加仓
ITOT ISHARESTR $2.12万0.01%129 00.0% — 不变
— BITWISE10CRYPTOINDEXETF $2.12万0.01%565 -9,083-94.1% -$34.13万 重新持有
COPX GLOBALXFDS $2.16万0.01%280 00.0% — 不变
PTF INVESCOEXCHANGETRADEDFDT $2.21万0.01%162 00.0% — 不变
TD TORONTODOMINIONBKONT $2.21万0.01%182 00.0% — 不变
GDX VANECKETFTRUST $2.21万0.01%293 00.0% — 不变
BITB BITWISEBITCOINETFTR $2.24万0.01%704 00.0% — 不变
NUE NUCORCORP $2.25万0.01%101 00.0% — 不变
IEFA ISHARESTR $2.30万0.01%238 00.0% — 不变
KEYS KEYSIGHTTECHNOLOGIESINC $2.31万0.01%66 11.5% $350 加仓
TDG TRANSDIGMGROUPINC $2.40万0.01%18 -44-71.0% -$5.86万 减仓
ED CONSOLIDATEDEDISONINC $2.46万0.01%222 00.0% — 不变
XLI SELECTSECTORSPDRTR $2.49万0.01%134 00.0% — 不变
— NUSHARESETFTR $2.51万0.01%776 10.1% $32 加仓
SOFI SOFITECHNOLOGIESINC $2.53万0.01%1,412 -10-0.7% -$179 减仓
MELI MERCADOLIBREINC $2.55万0.01%15 666.7% $1.02万 加仓
WAB WABTEC $2.62万0.01%97 921,840.0% $2.48万 加仓
JPST JPMORGANEXCHANGETRADEDF $2.63万0.01%520 -71-12.0% -$3,588 减仓
SPYG SPDRSERIESTRUST $2.65万0.01%223 -29-11.5% -$3,452 减仓
FV FIRSTTREXCHANGETRADEDFD $2.66万0.01%350 00.0% — 不变
WDAY WORKDAYINC $2.66万0.01%217 20.9% $245 加仓
CRWD CROWDSTRIKEHLDGSINC $2.67万0.01%35 12.9% $763 加仓
DD DUPONTDENEMOURSINC $2.69万0.01%198 -398-66.8% -$5.40万 减仓
VXUS VANGUARDSTARFDS $2.79万0.01%326 326— $2.79万 新建仓
MET METLIFEINC $2.82万0.01%333 41.2% $338 加仓
KRC KILROYREALTYCORP $2.83万0.01%755 00.0% — 不变
CLX CLOROXCODEL $2.91万0.01%305 -8-2.6% -$764 减仓
— WISDOMTREETR $2.96万0.01%226 00.0% — 不变
NU NUHLDGSLTD $3.07万0.01%2,300 00.0% — 不变
MUB ISHARESTR $3.11万0.01%289 12071.0% $1.29万 加仓
AMLP ALPSETFTR $3.11万0.01%600 00.0% — 不变
GWW WWGRAINGERINC $3.13万0.01%23 00.0% — 不变
JD JD.COMINC $3.13万0.01%1,229 -14-1.1% -$357 减仓
IWM ISHARESTR $3.15万0.01%105 -23-18.0% -$6,911 减仓
GRMN GARMINLTD $3.18万0.01%134 10.8% $238 加仓
IJJ ISHARESTR $3.26万0.01%220 00.0% — 不变
IMCG ISHARESTR $3.32万0.01%338 00.0% — 不变
EZM WISDOMTREETR $3.33万0.01%440 -10-2.2% -$758 减仓
SOLS SOLSTICEADVANCEDMATLSINC $3.38万0.01%382 00.0% — 不变
FSK FSKKRCAPCORP $3.51万0.01%3,343 -4-0.1% -$42 减仓
NEE NEXTERAENERGYINC $3.55万0.01%404 00.0% — 不变
OTIS OTISWORLDWIDECORP $3.58万0.01%499 -12-2.3% -$860 减仓
FIS FIDELITYNATLINFORMATIONSV $3.65万0.01%937 -9-1.0% -$350 减仓
ALAB ASTERALABSINC $3.67万0.01%76 22.7% $966 加仓
CI THECIGNAGROUP $3.68万0.01%133 -27-16.9% -$7,471 减仓
EMN EASTMANCHEMCO $3.71万0.01%554 336.3% $2,210 加仓
— INVESCOEXCHANGETRADEDFDT $3.75万0.01%730 30.4% $154 加仓
NUEM NUSHARESETFTR $3.89万0.01%917 00.0% — 不变
IJT ISHARESTR $3.93万0.01%220 00.0% — 不变
— FIRSTTREXCHANGE-TRADEDFD $4.01万0.01%427 427— $4.01万 新建仓
AXP AMERICANEXPRESSCO $4.06万0.01%120 105700.0% $3.55万 加仓
SBUX STARBUCKSCORP $4.07万0.01%399 15160.9% $1.54万 加仓
IVOG VANGUARDADMIRALFDSINC $4.08万0.01%279 00.0% — 不变
FVD FIRSTTREXCHANGE-TRADEDFD $4.08万0.01%847 50.6% $241 加仓
ESGV VANGUARDWORLDFD $4.09万0.01%309 00.0% — 不变
SNA SNAPONINC $4.10万0.01%102 00.0% — 不变
QYLD GLOBALXFDS $4.11万0.01%2,228 00.0% — 不变
SYY SYSCOCORP $4.29万0.01%513 -1-0.2% -$84 减仓
— NUSHARESETFTR $4.38万0.01%2,044 40.2% $86 加仓
WFC WELLSFARGO&CO $4.51万0.01%546 122.2% $992 加仓
ABT ABBOTTLABORATORIES $4.53万0.01%499 459.9% $4,082 加仓
IJK ISHARESTR $4.54万0.01%386 00.0% — 不变
CRWV COREWEAVEINC $4.59万0.01%461 359352.0% $3.57万 加仓
XBI SPDRSERIESTRUST $4.61万0.01%291 00.0% — 不变
RDVY FIRSTTREXCHANGETRADEDFD $4.65万0.01%574 10.2% $81 加仓
Q QNITYELECTRONICSINC $4.87万0.01%298 20.7% $327 加仓
MTB M&TBKCORP $4.88万0.01%205 1993,316.7% $4.74万 加仓
VCR VANGUARDWORLDFD $4.96万0.01%125 00.0% — 不变
HUT HUT8CORP $4.96万0.01%430 4162,971.4% $4.80万 加仓
— CANARYXRPETF $5.03万0.01%4,540 00.0% — 不变
SLV ISHARESSILVERTR $5.07万0.01%948 13116.0% $7,005 加仓
IVT INVENTRUSTPPTYSCORP $5.12万0.01%1,447 00.0% — 不变
PSX PHILLIPS66 $5.21万0.02%308 00.0% — 不变
MU MICRONTECHNOLOGYINC $5.43万0.02%47 49.3% $4,617 加仓
FRBA FIRSTBKWILLIAMSTOWNNEWJE $5.50万0.02%3,102 180.6% $319 加仓
NVS NOVARTISAG $5.52万0.02%352 00.0% — 不变
GSK GSKPLC $5.58万0.02%1,065 20023.1% $1.05万 加仓
MAR MARRIOTTINTLINCNEW $5.60万0.02%151 00.0% — 不变
EW EDWARDSLIFESCIENCESCORP $5.60万0.02%619 00.0% — 不变
IWD ISHARESTR $5.64万0.02%233 10.4% $242 加仓
FTNT FORTINETINC $5.67万0.02%369 369— $5.67万 新建仓
XLK SELECTSECTORSPDRTR $5.98万0.02%314 00.0% — 不变
NUBD NUSHARESETFTR $5.99万0.02%2,704 20.1% $44 加仓
BAC BANKOFAMERCORP $6.00万0.02%1,052 526100.0% $3.00万 加仓
CTVA CORTEVAINC $6.02万0.02%711 00.0% — 不变
VOOV VANGUARDADMIRALFDSINC $6.05万0.02%276 00.0% — 不变
CBOE CBOEGLOBALMKTSINC $6.14万0.02%253 00.0% — 不变
CDNS CADENCEDESIGNSYSTEMINC $6.16万0.02%164 -1-0.6% -$375 减仓
ET ENERGYTRANSFERLP $6.19万0.02%3,235 371.2% $707 加仓
CARR CARRIERGLOBALCORPORATION $6.47万0.02%882 50.6% $367 加仓
BNY BANKOFNYMELLONCORP $6.70万0.02%464 20.4% $289 加仓
IJR ISHARESTR $6.79万0.02%458 10.2% $148 加仓