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 |
|---|---|---|---|---|---|---|---|---|
| SR | SPIRE INC | $9,236 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $8,994 | 0.00% | 18 | -3 | -14.3% | -$1,499 | 减仓 |
| GEV | GE VERNOVA INC | $8,729 | 0.00% | 10 | -1 | -9.1% | -$873 | 减仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $8,704 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $8,576 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| EXI | ISHARES TR | $8,327 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $8,111 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $7,942 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC | $7,914 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $7,902 | 0.00% | 215 | -400 | -65.0% | -$1.47万 | 减仓 |
| CRWV | COREWEAVE INC | $7,902 | 0.00% | 102 | 101 | 10,100.0% | $7,825 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $7,900 | 0.00% | 160 | 19 | 13.5% | $938 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $7,862 | 0.00% | 149 | 30 | 25.2% | $1,583 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $7,751 | 0.00% | 68 | -2 | -2.9% | -$228 | 减仓 |
| MS | MORGAN STANLEY | $7,571 | 0.00% | 46 | -41 | -47.1% | -$6,748 | 减仓 |
| SLYG | SPDR SERIES TRUST | $7,344 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $7,320 | 0.00% | 2,000 | -1,000 | -33.3% | -$3,660 | 减仓 |
| ONON | ON HLDG AG | $7,145 | 0.00% | 210 | -40 | -16.0% | -$1,361 | 减仓 |
| NOW | SERVICENOW INC | $7,110 | 0.00% | 68 | -144 | -67.9% | -$1.51万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6,882 | 0.00% | 14 | -5 | -26.3% | -$2,458 | 减仓 |
| OMC | OMNICOM GROUP INC | $6,778 | 0.00% | 90 | -2 | -2.2% | -$151 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $6,591 | 0.00% | 178 | 1 | 0.6% | $37 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $6,580 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $6,407 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES TR | $6,308 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $6,283 | 0.00% | 38 | 6 | 18.8% | $992 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $6,222 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC | $6,180 | 0.00% | 500 | 464 | 1,288.9% | $5,735 | 加仓 |
| NIO | NIO INC | $6,030 | 0.00% | 1,000 | 1,000 | — | $6,030 | 新建仓 |
| CSGP | COSTAR GROUP INC | $6,011 | 0.00% | 149 | -3 | -2.0% | -$121 | 减仓 |
| IXC | ISHARES TR | $5,992 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $5,933 | 0.00% | 81 | 1 | 1.2% | $73 | 加仓 |
| MCD | MCDONALDS CORP | $5,906 | 0.00% | 19 | 4 | 26.7% | $1,243 | 加仓 |
| CRM | SALESFORCE INC | $5,787 | 0.00% | 31 | -105 | -77.2% | -$1.96万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $5,718 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $5,630 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $5,586 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $5,395 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $5,271 | 0.00% | 33 | 7 | 26.9% | $1,118 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $5,248 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $5,145 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $5,100 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $4,904 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $4,700 | 0.00% | 100 | -124 | -55.4% | -$5,828 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,678 | 0.00% | 73 | -546 | -88.2% | -$3.50万 | 减仓 |
| INTC | INTEL CORP | $4,634 | 0.00% | 105 | 16 | 18.0% | $706 | 加仓 |
| — | TIDAL TRUST II | $4,565 | 0.00% | 583 | 63 | 12.1% | $493 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $4,538 | 0.00% | 15 | -1 | -6.2% | -$303 | 减仓 |
| ONDS | ONDAS INC | $4,520 | 0.00% | 500 | 500 | — | $4,520 | 新建仓 |
| TFI | SPDR SERIES TRUST | $4,489 | 0.00% | 99 | -85 | -46.2% | -$3,854 | 减仓 |
| — | VOLATILITY SHS TR | $4,456 | 0.00% | 533 | 22 | 4.3% | $184 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $4,440 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $4,151 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $3,982 | 0.00% | 21 | -8 | -27.6% | -$1,517 | 减仓 |
| DE | DEERE & CO | $3,944 | 0.00% | 7 | -6 | -46.2% | -$3,381 | 减仓 |
| ETN | EATON CORP PLC | $3,935 | 0.00% | 11 | 1 | 10.0% | $358 | 加仓 |
| APH | AMPHENOL CORP | $3,917 | 0.00% | 31 | -2 | -6.1% | -$253 | 减仓 |
| XYLD | GLOBAL X FDS | $3,913 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $3,908 | 0.00% | 104 | 2 | 2.0% | $75 | 加仓 |
| KXI | ISHARES TR | $3,820 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $3,763 | 0.00% | 52 | -2 | -3.7% | -$145 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $3,645 | 0.00% | 14 | -15 | -51.7% | -$3,905 | 减仓 |
| WELL | WELLTOWER INC | $3,559 | 0.00% | 18 | 3 | 20.0% | $593 | 加仓 |
| IEMG | ISHARES INC | $3,558 | 0.00% | 51 | -21 | -29.2% | -$1,465 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $3,547 | 0.00% | 38 | 2 | 5.6% | $187 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3,526 | 0.00% | 9 | -499 | -98.2% | -$19.55万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $3,467 | 0.00% | 19 | -29 | -60.4% | -$5,292 | 减仓 |
| MDT | MEDTRONIC PLC | $3,466 | 0.00% | 40 | 12 | 42.9% | $1,040 | 加仓 |
| IREN | IREN LIMITED | $3,428 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $3,343 | 0.00% | 30 | 30 | — | $3,343 | 新建仓 |
| R | RYDER SYS INC | $3,276 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $3,259 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $3,244 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $3,143 | 0.00% | 18 | -614 | -97.2% | -$10.72万 | 减仓 |
| RKT | ROCKET COS INC | $3,135 | 0.00% | 220 | -2 | -0.9% | -$28 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $2,994 | 0.00% | 109 | 3 | 2.8% | $82 | 加仓 |
| SYK | STRYKER CORPORATION | $2,958 | 0.00% | 9 | -1 | -10.0% | -$329 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,948 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $2,916 | 0.00% | 195 | -11 | -5.3% | -$164 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,913 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $2,881 | 0.00% | 22 | -20 | -47.6% | -$2,619 | 减仓 |
| CCL | CARNIVAL CORP | $2,821 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $2,802 | 0.00% | 27 | 27 | — | $2,802 | 新建仓 |
| PGR | PROGRESSIVE CORP | $2,776 | 0.00% | 14 | 2 | 16.7% | $397 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2,770 | 0.00% | 30 | -3 | -9.1% | -$277 | 减仓 |
| MKSI | MKS INC. | $2,758 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $2,758 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $2,746 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $2,691 | 0.00% | 5 | -7 | -58.3% | -$3,767 | 减仓 |
| CME | CME GROUP INC | $2,659 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $2,651 | 0.00% | 119 | 15 | 14.4% | $334 | 加仓 |
| GDDY | GODADDY INC | $2,646 | 0.00% | 32 | 3 | 10.3% | $248 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2,602 | 0.00% | 15 | 7 | 87.5% | $1,214 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,501 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $2,492 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $2,442 | 0.00% | 10 | -1 | -9.1% | -$244 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,439 | 0.00% | 12 | 3 | 33.3% | $610 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2,433 | 0.00% | 8 | 1 | 14.3% | $304 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $2,426 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $2,418 | 0.00% | 4 | 0 | 0.0% | — | 不变 |