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 |
|---|---|---|---|---|---|---|---|---|
| AU | ANGLOGOLD ASHANTI PLC | $1,169 | 0.00% | 12 | -900 | -98.7% | -$8.77万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,162 | 0.00% | 4 | 3 | 300.0% | $872 | 加仓 |
| PCAR | PACCAR INC | $1,155 | 0.00% | 10 | 6 | 150.0% | $693 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $1,150 | 0.00% | 44 | 7 | 18.9% | $183 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1,146 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1,141 | 0.00% | 17 | 1 | 6.2% | $67 | 加仓 |
| RY | ROYAL BK CDA | $1,133 | 0.00% | 7 | -22 | -75.9% | -$3,561 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $1,127 | 0.00% | 15 | 1 | 7.1% | $75 | 加仓 |
| IDXX | IDEXX LABS INC | $1,124 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $1,115 | 0.00% | 18 | 2 | 12.5% | $124 | 加仓 |
| TRMB | TRIMBLE INC | $1,109 | 0.00% | 17 | 10 | 142.9% | $652 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $1,107 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $1,100 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $1,099 | 0.00% | 18 | 6 | 50.0% | $366 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,094 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $1,089 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $1,085 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $1,079 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $1,072 | 0.00% | 14 | 4 | 40.0% | $306 | 加仓 |
| JBL | JABIL INC | $1,063 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $1,059 | 0.00% | 9 | 7 | 350.0% | $824 | 加仓 |
| VEEV | VEEVA SYS INC | $1,054 | 0.00% | 6 | 3 | 100.0% | $527 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $1,050 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $1,046 | 0.00% | 5 | 1 | 25.0% | $209 | 加仓 |
| ALL | ALLSTATE CORP | $1,037 | 0.00% | 5 | 1 | 25.0% | $207 | 加仓 |
| VTRS | VIATRIS INC | $1,032 | 0.00% | 76 | 6 | 8.6% | $81 | 加仓 |
| EBAY | EBAY INC. | $1,002 | 0.00% | 11 | 1 | 10.0% | $91 | 加仓 |
| FMC | FMC CORP | $1,001 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $1,001 | 0.00% | 14 | 9 | 180.0% | $644 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $985 | 0.00% | 5 | -1 | -16.7% | -$197 | 减仓 |
| VTR | VENTAS INC | $982 | 0.00% | 12 | 7 | 140.0% | $573 | 加仓 |
| EXC | EXELON CORP | $981 | 0.00% | 20 | 3 | 17.6% | $147 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $979 | 0.00% | 17 | -1 | -5.6% | -$58 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $973 | 0.00% | 9 | 3 | 50.0% | $324 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $970 | 0.00% | 2 | -4 | -66.7% | -$1,940 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $969 | 0.00% | 7 | -8 | -53.3% | -$1,107 | 减仓 |
| FTI | TECHNIPFMC PLC | $968 | 0.00% | 14 | 4 | 40.0% | $277 | 加仓 |
| IR | INGERSOLL RAND INC | $962 | 0.00% | 12 | -2 | -14.3% | -$160 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $961 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $960 | 0.00% | 16 | 6 | 60.0% | $360 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $953 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $950 | 0.00% | 2 | 2 | — | $950 | 新建仓 |
| PCG | PG&E CORP | $949 | 0.00% | 54 | 4 | 8.0% | $70 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $949 | 0.00% | 5 | 4 | 400.0% | $759 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $944 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $944 | 0.00% | 3 | 1 | 50.0% | $315 | 加仓 |
| DCI | DONALDSON INC | $934 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $934 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $932 | 0.00% | 45 | -198 | -81.5% | -$4,101 | 减仓 |
| LII | LENNOX INTL INC | $929 | 0.00% | 2 | 1 | 100.0% | $464 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $924 | 0.00% | 4 | 2 | 100.0% | $462 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $912 | 0.00% | 5 | -12 | -70.6% | -$2,189 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $905 | 0.00% | 10 | 6 | 150.0% | $543 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $898 | 0.00% | 6 | 3 | 100.0% | $449 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $893 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $889 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $886 | 0.00% | 7 | 2 | 40.0% | $253 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $885 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $882 | 0.00% | 46 | 4 | 9.5% | $77 | 加仓 |
| AEE | AMEREN CORP | $880 | 0.00% | 8 | 2 | 33.3% | $220 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $879 | 0.00% | 3 | -1 | -25.0% | -$293 | 减仓 |
| DLTR | DOLLAR TREE INC | $877 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $876 | 0.00% | 9 | -1 | -10.0% | -$97 | 减仓 |
| MCO | MOODYS CORP | $873 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $869 | 0.00% | 6 | 2 | 50.0% | $290 | 加仓 |
| UA | UNDER ARMOUR INC | $869 | 0.00% | 150 | 150 | — | $869 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $868 | 0.00% | 4 | 3 | 300.0% | $651 | 加仓 |
| KEY | KEYCORP | $863 | 0.00% | 43 | 8 | 22.9% | $161 | 加仓 |
| AA | ALCOA CORP | $863 | 0.00% | 13 | 1 | 8.3% | $66 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $860 | 0.00% | 15 | 15 | — | $860 | 新建仓 |
| SAP | SAP SE | $857 | 0.00% | 5 | -25 | -83.3% | -$4,285 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $848 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $838 | 0.00% | 23 | 12 | 109.1% | $437 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $830 | 0.00% | 9 | 5 | 125.0% | $461 | 加仓 |
| HEI | HEICO CORP NEW | $823 | 0.00% | 3 | 1 | 50.0% | $274 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $822 | 0.00% | 10 | 8 | 400.0% | $658 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $819 | 0.00% | 12 | 8 | 200.0% | $546 | 加仓 |
| VMC | VULCAN MATLS CO | $817 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | TAYLOR MORRISON HOME CORP | $816 | 0.00% | 14 | 14 | — | $816 | 新建仓 |
| CCI | CROWN CASTLE INC | $814 | 0.00% | 10 | -10 | -50.0% | -$814 | 减仓 |
| UDR | UDR INC | $811 | 0.00% | 24 | 10 | 71.4% | $338 | 加仓 |
| OIH | VANECK ETF TRUST | $809 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $804 | 0.00% | 13 | 1 | 8.3% | $62 | 加仓 |
| BC | BRUNSWICK CORP | $801 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $797 | 0.00% | 24 | 11 | 84.6% | $365 | 加仓 |
| KVUE | KENVUE INC | $794 | 0.00% | 46 | -1 | -2.1% | -$17 | 减仓 |
| CPNG | COUPANG INC | $793 | 0.00% | 42 | 42 | — | $793 | 新建仓 |
| IT | GARTNER INC | $792 | 0.00% | 5 | 3 | 150.0% | $475 | 加仓 |
| TXT | TEXTRON INC | $789 | 0.00% | 9 | -2 | -18.2% | -$175 | 减仓 |
| BRO | BROWN & BROWN INC | $783 | 0.00% | 12 | 1 | 9.1% | $65 | 加仓 |
| CF | CF INDUSTRIES HOLD | $780 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $769 | 0.00% | 7 | 1 | 16.7% | $110 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $768 | 0.00% | 8 | -6 | -42.9% | -$576 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $766 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $764 | 0.00% | 7 | 4 | 133.3% | $437 | 加仓 |
| FE | FIRSTENERGY CORP | $760 | 0.00% | 15 | 1 | 7.1% | $51 | 加仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $757 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW | $756 | 0.00% | 2 | 2 | — | $756 | 新建仓 |
| VRSN | VERISIGN INC | $746 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $743 | 0.00% | 8 | 2 | 33.3% | $186 | 加仓 |