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
IWM ISHARESTR $3.15万0.01%105 -23-18.0% -$6,911 减仓
JD JD.COMINC $3.13万0.01%1,229 -14-1.1% -$357 减仓
GWW WWGRAINGERINC $3.13万0.01%23 00.0% — 不变
AMLP ALPSETFTR $3.11万0.01%600 00.0% — 不变
MUB ISHARESTR $3.11万0.01%289 12071.0% $1.29万 加仓
NU NUHLDGSLTD $3.07万0.01%2,300 00.0% — 不变
— WISDOMTREETR $2.96万0.01%226 00.0% — 不变
CLX CLOROXCODEL $2.91万0.01%305 -8-2.6% -$764 减仓
KRC KILROYREALTYCORP $2.83万0.01%755 00.0% — 不变
MET METLIFEINC $2.82万0.01%333 41.2% $338 加仓
VXUS VANGUARDSTARFDS $2.79万0.01%326 326— $2.79万 新建仓
DD DUPONTDENEMOURSINC $2.69万0.01%198 -398-66.8% -$5.40万 减仓
CRWD CROWDSTRIKEHLDGSINC $2.67万0.01%35 12.9% $763 加仓
WDAY WORKDAYINC $2.66万0.01%217 20.9% $245 加仓
FV FIRSTTREXCHANGETRADEDFD $2.66万0.01%350 00.0% — 不变
SPYG SPDRSERIESTRUST $2.65万0.01%223 -29-11.5% -$3,452 减仓
JPST JPMORGANEXCHANGETRADEDF $2.63万0.01%520 -71-12.0% -$3,588 减仓
WAB WABTEC $2.62万0.01%97 921,840.0% $2.48万 加仓
MELI MERCADOLIBREINC $2.55万0.01%15 666.7% $1.02万 加仓
SOFI SOFITECHNOLOGIESINC $2.53万0.01%1,412 -10-0.7% -$179 减仓
— NUSHARESETFTR $2.51万0.01%776 10.1% $32 加仓
XLI SELECTSECTORSPDRTR $2.49万0.01%134 00.0% — 不变
ED CONSOLIDATEDEDISONINC $2.46万0.01%222 00.0% — 不变
TDG TRANSDIGMGROUPINC $2.40万0.01%18 -44-71.0% -$5.86万 减仓
KEYS KEYSIGHTTECHNOLOGIESINC $2.31万0.01%66 11.5% $350 加仓
IEFA ISHARESTR $2.30万0.01%238 00.0% — 不变
NUE NUCORCORP $2.25万0.01%101 00.0% — 不变
BITB BITWISEBITCOINETFTR $2.24万0.01%704 00.0% — 不变
GDX VANECKETFTRUST $2.21万0.01%293 00.0% — 不变
TD TORONTODOMINIONBKONT $2.21万0.01%182 00.0% — 不变
PTF INVESCOEXCHANGETRADEDFDT $2.21万0.01%162 00.0% — 不变
COPX GLOBALXFDS $2.16万0.01%280 00.0% — 不变
— BITWISE10CRYPTOINDEXETF $2.12万0.01%565 -9,083-94.1% -$34.13万 重新持有
ITOT ISHARESTR $2.12万0.01%129 00.0% — 不变
VWOB VANGUARDWHITEHALLFDS $2.02万0.01%300 41.4% $269 加仓
NVO NOVO-NORDISKAS $1.99万0.01%415 20093.0% $9,588 加仓
— BITWISEETHEREUMETF $1.87万0.01%1,659 -12,324-88.1% -$13.90万 减仓
ACN ACCENTUREPLCIRELAND $1.87万0.01%150 -2-1.3% -$249 减仓
VV VANGUARDINDEXFDS $1.86万0.01%54 00.0% — 不变
SO SOUTHERNCO $1.86万0.01%194 -45-18.8% -$4,307 减仓
V VISAINC $1.85万0.01%54 -62-53.4% -$2.13万 减仓
GRPM INVESCOEXCHANGETRADEDFDT $1.82万0.01%140 00.0% — 不变
SRE SEMPRA $1.80万0.01%194 -2-1.0% -$185 减仓
VOOG VANGUARDADMIRALFDSINC $1.78万0.01%216 00.0% — 不变
ICSH ISHARESTR $1.78万0.01%352 -41,034-99.1% -$207.56万 减仓
WMB WILLIAMSCOSINC $1.65万0.00%222 73.3% $520 加仓
PPLT ABRDNPLATINUMETFTRUST $1.62万0.00%1,150 00.0% — 不变
CAG CONAGRABRANDSINC $1.62万0.00%1,200 -19-1.6% -$256 减仓
LIN LINDEPLC $1.61万0.00%31 13.3% $519 加仓
INTU INTUIT $1.59万0.00%61 -4-6.2% -$1,044 减仓
RIOT RIOTPLATFORMSINC $1.57万0.00%575 7515.0% $2,054 加仓
PPA INVESCOEXCHANGETRADEDFDT $1.56万0.00%89 -46,507-99.8% -$816.96万 减仓
DOW DOWHLDGSINC $1.56万0.00%570 00.0% — 不变
URNM SPROTTFDSTR $1.54万0.00%292 -5-1.7% -$263 减仓
PRGS PROGRESSSOFTWARECORP $1.51万0.00%450 00.0% — 不变
ORCL ORACLECORP $1.51万0.00%103 -189-64.7% -$2.77万 减仓
HLN HALEONPLC $1.49万0.00%1,592 1,592— $1.49万 新建仓
CIBR FIRSTTREXCHANGE-TRADEDFD $1.47万0.00%163 00.0% — 不变
DOC HEALTHPEAKPROPERTIESINC $1.46万0.00%680 00.0% — 不变
PG PROCTER&GAMBLECO $1.44万0.00%98 -10-9.3% -$1,466 减仓
SGOV ISHARESTR $1.42万0.00%141 -89,552-99.8% -$901.55万 减仓
LITE LUMENTUMHLDGSINC $1.37万0.00%16 00.0% — 不变
SPLV INVESCOEXCHTRADEDFDTRII $1.35万0.00%180 00.0% — 不变
DON WISDOMTREETR $1.34万0.00%237 00.0% — 不变
SNPS SYNOPSYSINC $1.34万0.00%30 -89-74.8% -$3.97万 减仓
— TRAVELERSCOMPANIESINC $1.32万0.00%40 40— $1.32万 新建仓
LRCX LAMRESEARCHCORP $1.30万0.00%30 -651-95.6% -$28.21万 减仓
VO VANGUARDINDEXFDS $1.29万0.00%160 00.0% — 不变
GDXJ VANECKETFTRUST $1.28万0.00%130 00.0% — 不变
ONEQ FIDELITYCOMWLTHTR $1.24万0.00%120 00.0% — 不变
HCKT HACKETTGROUPINC $1.23万0.00%1,143 00.0% — 不变
F FORDMTRCO $1.20万0.00%864 323.8% $445 加仓
GEV GEVERNOVAINC $1.17万0.00%10 00.0% — 不变
RKT ROCKETCOSINC $1.15万0.00%729 509231.4% $8,017 加仓
LYV LIVENATIONENTERTAINMENTIN $1.12万0.00%61 00.0% — 不变
GIS GENERALMILLSINC $1.12万0.00%321 -2,418-88.3% -$8.41万 减仓
PRU PRUDENTIALFINLINC $1.11万0.00%103 -2-1.9% -$216 减仓
XRT SPDRSERIESTRUST $1.09万0.00%124 00.0% — 不变
WDC WESTERNDIGITALCORP $1.09万0.00%17 -6-26.1% -$3,833 减仓
EIX EDISONINTL $1.06万0.00%143 00.0% — 不变
BND VANGUARDBDINDEXFDS $1.01万0.00%138 5770.4% $4,192 加仓
MS MORGANSTANLEY $1.00万0.00%48 24.3% $418 加仓
ADSK AUTODESKINC $9,9160.00%51 00.0% — 不变
BABA ALIBABAGROUPHLDGLTD $9,8860.00%103 103— $9,886 新建仓
EFG ISHARESTR $9,5810.00%77 00.0% — 不变
A AGILENTTECHNOLOGIESINC $9,2990.00%70 22.9% $266 加仓
ADBE ADOBEINC $9,2260.00%45 -100-69.0% -$2.05万 减仓
EXI ISHARESTR $9,2230.00%46 00.0% — 不变
T AT&TINC $9,0880.00%439 6818.3% $1,408 加仓
SLYG SPDRSERIESTRUST $9,0540.00%76 00.0% — 不变
— CREDITSUISSEHIGHYIELDCRE $8,9000.00%5,000 00.0% — 不变
NET CLOUDFLAREINC $8,8310.00%36 -112-75.7% -$2.75万 减仓
C CITIGROUPINC $8,8180.00%63 -22-25.9% -$3,079 减仓
CRM SALESFORCEINC $8,7730.00%56 2580.6% $3,917 加仓
NOW SERVICENOWINC $8,6380.00%87 1927.9% $1,886 加仓
NBIS NEBIUSGROUPN.V. $8,5620.00%31 414.8% $1,105 加仓
AGG ISHARESTR $8,1170.00%82 22.5% $198 加仓
ASTS ASTSPACEMOBILEINC $8,0870.00%91 894,450.0% $7,909 加仓
SR SPIREINC $7,9660.00%102 00.0% — 不变
URI UNITEDRENTALSINC $7,9310.00%7 00.0% — 不变