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 |
|---|---|---|---|---|---|---|---|---|
| IVOG | VANGUARD ADMIRAL FDS INC | $3.49万 | 0.01% | 279 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $3.47万 | 0.01% | 309 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $3.42万 | 0.01% | 296 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $3.41万 | 0.01% | 3,347 | 0 | 0.0% | — | 不变 |
| NUEM | NUSHARES ETF TR | $3.37万 | 0.01% | 917 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $3.31万 | 0.01% | 2,300 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $3.27万 | 0.01% | 1,704 | 19 | 1.1% | $365 | 加仓 |
| CLX | CLOROX CO DEL | $3.24万 | 0.01% | 313 | -316 | -50.2% | -$3.27万 | 减仓 |
| IJT | ISHARES TR | $3.18万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $3.17万 | 0.01% | 128 | 3 | 2.4% | $744 | 加仓 |
| BBY | BEST BUY INC | $3.17万 | 0.01% | 493 | 4 | 0.8% | $257 | 加仓 |
| AMLP | ALPS ETF TR | $3.16万 | 0.01% | 600 | 600 | — | $3.16万 | 新建仓 |
| GRMN | GARMIN LTD | $3.09万 | 0.01% | 133 | 2 | 1.5% | $464 | 加仓 |
| NET | CLOUDFLARE INC | $3.05万 | 0.01% | 148 | 1 | 0.7% | $206 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $3.03万 | 0.01% | 104 | 1 | 1.0% | $292 | 加仓 |
| EZM | WISDOMTREE TR | $3.02万 | 0.01% | 450 | -7 | -1.5% | -$471 | 减仓 |
| FTNT | FORTINET INC | $3.02万 | 0.01% | 369 | 6 | 1.7% | $490 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $3.01万 | 0.01% | 152 | -2 | -1.3% | -$396 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2.99万 | 0.01% | 591 | 4 | 0.7% | $202 | 加仓 |
| IJJ | ISHARES TR | $2.91万 | 0.01% | 220 | 1 | 0.5% | $132 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2.91万 | 0.01% | 382 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $2.84万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $2.81万 | 0.01% | 65 | -7 | -9.7% | -$3,027 | 减仓 |
| WDAY | WORKDAY INC | $2.79万 | 0.01% | 215 | -540 | -71.5% | -$7.02万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $2.73万 | 0.01% | 596 | 0 | 0.0% | — | 不变 |
| PALL | ABRDN PALLADIUM ETF TRUST | $2.71万 | 0.01% | 201 | -37 | -15.5% | -$4,984 | 减仓 |
| GDX | VANECK ETF TRUST | $2.69万 | 0.01% | 293 | 88 | 42.9% | $8,085 | 加仓 |
| IMCG | ISHARES TR | $2.66万 | 0.01% | 338 | 1 | 0.3% | $79 | 加仓 |
| — | WISDOMTREE TR | $2.62万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $2.60万 | 0.01% | 270 | 5 | 1.9% | $482 | 加仓 |
| MSTR | STRATEGY INC | $2.60万 | 0.01% | 208 | 3 | 1.5% | $374 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $2.59万 | 0.01% | 704 | -1,909 | -73.1% | -$7.03万 | 减仓 |
| BAC | BANK AMERICA CORP | $2.56万 | 0.01% | 526 | -113 | -17.7% | -$5,509 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $2.51万 | 0.01% | 222 | -1 | -0.4% | -$113 | 减仓 |
| GWW | WW GRAINGER INC | $2.51万 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $2.47万 | 0.01% | 102 | -7 | -6.4% | -$1,698 | 减仓 |
| SPYG | SPDR SERIES TRUST | $2.47万 | 0.01% | 252 | -50 | -16.6% | -$4,894 | 减仓 |
| DOW | DOW HLDGS INC | $2.37万 | 0.01% | 570 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $2.33万 | 0.01% | 329 | -1 | -0.3% | -$71 | 减仓 |
| SO | SOUTHERN CO | $2.31万 | 0.01% | 239 | -496 | -67.5% | -$4.79万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $2.26万 | 0.01% | 1,422 | 227 | 19.0% | $3,605 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.23万 | 0.01% | 50 | 2 | 4.2% | $893 | 加仓 |
| SBUX | STARBUCKS CORP | $2.23万 | 0.01% | 248 | -15 | -5.7% | -$1,346 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $2.17万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $2.15万 | 0.01% | 238 | -40 | -14.4% | -$3,621 | 减仓 |
| COPX | GLOBAL X FDS | $2.14万 | 0.01% | 280 | -135 | -32.5% | -$1.03万 | 减仓 |
| KRC | KILROY REALTY CORP | $2.13万 | 0.01% | 755 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $2.12万 | 0.01% | 350 | 350 | — | $2.12万 | 新建仓 |
| — | NUSHARES ETF TR | $2.11万 | 0.01% | 775 | 1 | 0.1% | $27 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $2.05万 | 0.01% | 115 | 38 | 49.4% | $6,773 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $1.95万 | 0.01% | 296 | -154 | -34.2% | -$1.01万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $1.92万 | 0.01% | 1,219 | -23 | -1.9% | -$362 | 减仓 |
| SRE | SEMPRA | $1.90万 | 0.01% | 196 | 1 | 0.5% | $97 | 加仓 |
| URNM | SPROTT FDS TR | $1.88万 | 0.01% | 297 | -5 | -1.7% | -$316 | 减仓 |
| ITOT | ISHARES TR | $1.84万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.84万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $1.79万 | 0.01% | 169 | 31 | 22.5% | $3,291 | 加仓 |
| NUE | NUCOR CORP | $1.71万 | 0.01% | 101 | 3 | 3.1% | $507 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $1.70万 | 0.01% | 182 | -130 | -41.7% | -$1.21万 | 减仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $1.66万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $1.61万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC | $1.60万 | 0.00% | 103 | -1 | -1.0% | -$155 | 减仓 |
| WMB | WILLIAMS COS INC | $1.56万 | 0.00% | 215 | 2 | 0.9% | $146 | 加仓 |
| GDXJ | VANECK ETF TRUST | $1.56万 | 0.00% | 130 | 68 | 109.7% | $8,163 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1.56万 | 0.00% | 108 | -206 | -65.6% | -$2.98万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1.56万 | 0.00% | 9 | 3 | 50.0% | $5,187 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1.53万 | 0.00% | 221 | 204 | 1,200.0% | $1.41万 | 加仓 |
| LIN | LINDE PLC | $1.49万 | 0.00% | 30 | 3 | 11.1% | $1,487 | 加仓 |
| HCKT | HACKETT GROUP INC | $1.49万 | 0.00% | 1,143 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1.47万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $1.45万 | 0.00% | 43 | 4 | 10.3% | $1,351 | 加仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $1.40万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.33万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1.32万 | 0.00% | 180 | 180 | — | $1.32万 | 新建仓 |
| — | ISHARES ETHEREUM TR | $1.31万 | 0.00% | 825 | 763 | 1,230.6% | $1.21万 | 重新持有 |
| OLED | UNIVERSAL DISPLAY CORP | $1.28万 | 0.00% | 140 | -1 | -0.7% | -$92 | 减仓 |
| PPL | PPL CORP | $1.25万 | 0.00% | 326 | 318 | 3,975.0% | $1.21万 | 加仓 |
| DON | WISDOMTREE TR | $1.25万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $1.22万 | 0.00% | 51 | -521 | -91.1% | -$12.47万 | 减仓 |
| ZTS | ZOETIS INC | $1.22万 | 0.00% | 103 | 3 | 3.0% | $355 | 加仓 |
| ZS | ZSCALER INC | $1.16万 | 0.00% | 83 | -3 | -3.5% | -$421 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP | $1.15万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $1.15万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $1.12万 | 0.00% | 16 | 16 | — | $1.12万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $1.12万 | 0.00% | 680 | -8 | -1.2% | -$131 | 减仓 |
| T | AT&T INC | $1.08万 | 0.00% | 371 | 24 | 6.9% | $696 | 加仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $1.06万 | 0.00% | 100 | -416 | -80.6% | -$4.39万 | 减仓 |
| EIX | EDISON INTL | $1.05万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $1.03万 | 0.00% | 105 | -4 | -3.7% | -$391 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1.02万 | 0.00% | 163 | -88,996 | -99.8% | -$557.94万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $1.02万 | 0.00% | 120 | 60 | 100.0% | $5,095 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.02万 | 0.00% | 12 | -13 | -52.0% | -$1.10万 | 减仓 |
| XRT | SPDR SERIES TRUST | $9,979 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $9,957 | 0.00% | 47 | 14 | 42.4% | $2,966 | 加仓 |
| C | CITIGROUP INC | $9,640 | 0.00% | 85 | -46 | -35.1% | -$5,217 | 减仓 |
| F | FORD MTR CO | $9,602 | 0.00% | 832 | -263 | -24.0% | -$3,035 | 减仓 |
| — | CREDIT SUISSE HIGH YIELD CRE | $9,500 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $9,344 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| GSL | GLOBAL SHIP LEASE INC | $9,308 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $9,304 | 0.00% | 61 | 0 | 0.0% | — | 不变 |