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 |
|---|---|---|---|---|---|---|---|---|
| VTEB | VANGUARD MUN BD FDS | $2,395 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $2,388 | 0.00% | 6 | 1 | 20.0% | $398 | 加仓 |
| DEO | DIAGEO PLC | $2,376 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $2,305 | 0.00% | 10 | 2 | 25.0% | $461 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $2,297 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $2,258 | 0.00% | 55 | -53 | -49.1% | -$2,176 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $2,234 | 0.00% | 8 | 3 | 60.0% | $838 | 加仓 |
| ADI | ANALOG DEVICES INC | $2,227 | 0.00% | 7 | 1 | 16.7% | $318 | 加仓 |
| MGK | VANGUARD WORLD FD | $2,205 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $2,162 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $2,159 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CLIP | GLOBAL X FDS | $2,108 | 0.00% | 21 | 21 | — | $2,108 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2,071 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $2,060 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $2,053 | 0.00% | 22 | -31 | -58.5% | -$2,893 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,045 | 0.00% | 13 | 8 | 160.0% | $1,258 | 加仓 |
| MMM | 3M CO | $2,034 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $2,023 | 0.00% | 25 | -1 | -3.8% | -$81 | 减仓 |
| TFC | TRUIST FINL CORP | $1,977 | 0.00% | 43 | 7 | 19.4% | $322 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,965 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $1,961 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $1,956 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $1,949 | 0.00% | 42 | 8 | 23.5% | $371 | 加仓 |
| TGT | TARGET CORP | $1,940 | 0.00% | 16 | -1,600 | -99.0% | -$19.40万 | 减仓 |
| AON | AON PLC | $1,937 | 0.00% | 6 | 3 | 100.0% | $968 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,929 | 0.00% | 81 | 10 | 14.1% | $238 | 加仓 |
| BLK | BLACKROCK INC | $1,924 | 0.00% | 2 | -3 | -60.0% | -$2,886 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1,924 | 0.00% | 6 | 2 | 50.0% | $641 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1,893 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $1,885 | 0.00% | 6 | 1 | 20.0% | $314 | 加仓 |
| CVS | CVS HEALTH CORP | $1,868 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $1,866 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ZVRA | ZEVRA THERAPEUTICS INC | $1,864 | 0.00% | 200 | -1,000 | -83.3% | -$9,320 | 减仓 |
| GTX | GARRETT MOTION INC | $1,817 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $1,812 | 0.00% | 39 | 2 | 5.4% | $93 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1,791 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | SPROTT ETF TRUST | $1,782 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $1,758 | 0.00% | 19 | 3 | 18.8% | $278 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,757 | 0.00% | 28 | -47 | -62.7% | -$2,949 | 减仓 |
| IWS | ISHARES TR | $1,749 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1,745 | 0.00% | 27 | -1 | -3.6% | -$65 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $1,737 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CLNE | CLEAN ENERGY FUELS CORP | $1,736 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $1,734 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $1,733 | 0.00% | 8 | 2 | 33.3% | $433 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,732 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $1,731 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $1,726 | 0.00% | 10 | 6 | 150.0% | $1,036 | 加仓 |
| GM | GENERAL MTRS CO | $1,714 | 0.00% | 23 | 5 | 27.8% | $373 | 加仓 |
| CAH | CARDINAL HEALTH INC | $1,691 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,690 | 0.00% | 5 | -43 | -89.6% | -$1.45万 | 减仓 |
| O | REALTY INCOME CORP | $1,652 | 0.00% | 27 | -3 | -10.0% | -$184 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1,652 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $1,643 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $1,553 | 0.00% | 4 | -1 | -20.0% | -$388 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,546 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $1,542 | 0.00% | 30 | 6 | 25.0% | $308 | 加仓 |
| NDAQ | NASDAQ INC | $1,529 | 0.00% | 18 | -3 | -14.3% | -$255 | 减仓 |
| LQD | ISHARES TR | $1,526 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $1,517 | 0.00% | 41 | 27 | 192.9% | $999 | 加仓 |
| SNOW | SNOWFLAKE INC | $1,509 | 0.00% | 10 | -157 | -94.0% | -$2.37万 | 减仓 |
| TRGP | TARGA RES CORP | $1,505 | 0.00% | 6 | 2 | 50.0% | $502 | 加仓 |
| VST | VISTRA CORP | $1,504 | 0.00% | 10 | -299 | -96.8% | -$4.50万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $1,499 | 0.00% | 26 | 23 | 766.7% | $1,326 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,486 | 0.00% | 15 | 1 | 7.1% | $99 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $1,442 | 0.00% | 8 | 1 | 14.3% | $180 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,442 | 0.00% | 11 | 3 | 37.5% | $393 | 加仓 |
| AFL | AFLAC INC | $1,427 | 0.00% | 13 | 1 | 8.3% | $110 | 加仓 |
| FDX | FEDEX CORP | $1,425 | 0.00% | 4 | 1 | 33.3% | $356 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1,419 | 0.00% | 5 | 2 | 66.7% | $568 | 加仓 |
| DDOG | DATADOG INC | $1,417 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $1,416 | 0.00% | 4 | 2 | 100.0% | $708 | 加仓 |
| ABNB | AIRBNB INC | $1,390 | 0.00% | 11 | 2 | 22.2% | $253 | 加仓 |
| BX | BLACKSTONE INC | $1,380 | 0.00% | 12 | -8 | -40.0% | -$920 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $1,374 | 0.00% | 37 | 4 | 12.1% | $149 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,365 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1,331 | 0.00% | 5 | -1 | -16.7% | -$266 | 减仓 |
| ASML | ASML HLDG NV | $1,321 | 0.00% | 1 | -8 | -88.9% | -$1.06万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $1,315 | 0.00% | 6 | 2 | 50.0% | $438 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1,314 | 0.00% | 8 | -1 | -11.1% | -$164 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,310 | 0.00% | 10 | -51 | -83.6% | -$6,681 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,302 | 0.00% | 3 | 1 | 50.0% | $434 | 重新持有 |
| PR | PERMIAN RESOURCES CORP | $1,301 | 0.00% | 61 | 9 | 17.3% | $192 | 加仓 |
| APA | APA CORPORATION | $1,274 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $1,271 | 0.00% | 2 | 1 | 100.0% | $636 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $1,266 | 0.00% | 64 | -56 | -46.7% | -$1,108 | 重新持有 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1,262 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1,258 | 0.00% | 8 | 3 | 60.0% | $472 | 加仓 |
| IAGG | ISHARES TR | $1,251 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $1,251 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $1,250 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $1,241 | 0.00% | 6 | -39 | -86.7% | -$8,066 | 减仓 |
| VLO | VALERO ENERGY CORP | $1,236 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $1,218 | 0.00% | 9 | 1 | 12.5% | $135 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1,211 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $1,207 | 0.00% | 12 | 2 | 20.0% | $201 | 加仓 |
| DAL | DELTA AIR LINES INC | $1,197 | 0.00% | 18 | 1 | 5.9% | $66 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,190 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,185 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,173 | 0.00% | 6 | 0 | 0.0% | — | 不变 |