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Quaker Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Quaker Wealth Management, LLC

No.5337 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.44亿
环比变动 Q1 2026
+$2,337.9万+7.3%
持仓股票数
967
新买入
62
加仓
279
减仓
223
清仓
67
持股不变
403
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
G通用动力VTI
18.25%16.87%$6,270.2万16.9万股$5,401.6万16.8万股+1,074股+0.64%加仓
V先锋领航斯科茨代尔基金BSV
9.93%10.5%$3,412.8万43.2万股$3,361.5万42.4万股+7,778股+1.83%加仓
V先锋领航白厅基金VYM
8.24%8.24%$2,830.8万17.9万股$2,637.6万17.8万股+1,038股+0.58%加仓
IiShares安硕·7-10YRIEF
5.24%5.61%$1,801.0万19.0万股$1,795.8万18.8万股+2,278股+1.21%加仓
IiShares安硕信托TLT
5.04%5.53%$1,731.5万20.0万股$1,769.6万20.4万股-3,771股-1.85%减仓
V先锋领航斯科茨代尔基金VCIT
4.47%4.71%$1,534.9万18.6万股$1,506.9万18.2万股+3,615股+1.99%加仓
J骏利·HENDERSON SECURITIZED INCOME ETFJSI
3.99%4.5%$1,371.1万26.8万股$1,442.2万28.0万股-1.2万股-4.29%减仓
V先锋领航全球基金VGT
3.9%3.05%$1,338.0万11.2万股$977.4万1.4万股+9.8万股+699.12%加仓
V先锋领航指数基金VUG
3.14%2.82%$1,080.0万12.5万股$902.5万2.1万股+10.5万股+506.79%加仓
SSPDR道富系列信托BIL
2.99%3.18%$1,026.4万11.2万股$1,016.9万11.1万股+1,033股+0.93%加仓
V先锋领航国际股票指数基金VEU
2.94%0.06%$1,010.9万12.1万股$19.6万2,607股+11.8万股+4,530.19%加仓
V先锋领航白厅基金VYMI
2.94%3.02%$1,010.8万10.3万股$966.3万10.3万股+394股+0.38%加仓
V先锋领航指数基金VB
2.39%2.19%$821.2万2.7万股$702.3万2.7万股+276股+1.03%加仓
RROUNDHILL MAGNIFICENT SEVEN ETFMAGS
2.34%2.24%$804.5万12.5万股$718.0万12.4万股+1,192股+0.96%加仓
苹果AAPL
2.28%2.18%$783.4万2.7万股$697.4万2.7万股-404股-1.47%减仓
IINVESCO SHORT TERM TREASURY ETFTBLL
2.1%<0.01%$721.7万6.8万股$1.1万100股+6.8万股+68,266.00%加仓
V先锋领航全球基金VOX
1.92%1.97%$658.2万3.6万股$630.1万3.5万股+749股+2.14%加仓
AAlphabet Inc Class CGOOG
1.85%1.6%$634.9万1.8万股$512.2万1.8万股+113股+0.63%加仓
V先锋领航全球基金VIS
1.67%1.55%$573.6万1.6万股$496.7万1.6万股+8股+0.05%加仓
V先锋领航全球基金VFH
1.4%1.34%$481.4万3.7万股$429.2万3.6万股+1,057股+2.98%加仓
TELEFLEX INCORPORATEDTFX
1.29%1.3%$443.4万3.5万股$417.4万3.5万股+80股+0.23%加仓
V先锋领航·INSTL INDEX FDVBIL
0.66%0.7%$227.3万3.0万股$225.3万3.0万股+251股+0.84%加仓
SSPDR黄金信托GLD
0.46%0.51%$158.8万4,312股$163.9万3,810股+502股+13.18%加仓
谷歌AGOOGL
0.44%0.43%$151.8万4,248股$136.6万4,751股-503股-10.59%减仓
微软MSFT
0.41%0.37%$142.0万3,807股$118.8万3,210股+597股+18.60%加仓
AABRDN PALLADIUM ETF TRUST PHYSICAL PALLADMPALL
0.41%0.01%$140.8万6.4万股$2.7万201股+6.4万股+31,624.88%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.35%0.38%$119.1万5,032股$120.9万5,622股-590股-10.49%减仓
SSPDR标普500 ETFSPY
0.31%0.24%$107.7万1,442股$76.1万1,170股+272股+23.25%加仓
强生JNJ
0.23%0.24%$78.7万3,097股$75.3万3,079股+18股+0.58%加仓
伯克希尔哈撒韦BRK.A
0.22%0.22%$74.9万1股$71.8万1股00.00%持仓不变
德州仪器TXN
0.21%0.15%$73.1万2,453股$47.5万2,449股+4股+0.16%加仓
特斯拉TSLA
0.21%0.19%$73.1万1,737股$60.6万1,630股+107股+6.56%加仓
雷神技术RTX
0.2%0.22%$69.3万3,652股$70.4万3,650股+2股+0.05%加仓
思科CSCO
0.2%0.14%$67.6万5,755股$45.7万5,888股-133股-2.26%减仓
英伟达NVDA
0.18%0.16%$60.3万3,016股$51.2万2,935股+81股+2.76%加仓
礼来LLY
0.16%0.17%$55.9万466股$54.2万590股-124股-21.02%减仓
摩根大通JPM
0.15%0.15%$51.2万1,564股$47.0万1,599股-35股-2.19%减仓
亚马逊AMZN
0.13%0.11%$44.4万1,863股$34.2万1,641股+222股+13.53%加仓
高露洁CL
0.13%0.13%$44.0万4,800股$43.0万5,046股-246股-4.88%减仓
CHUBB LIMITEDCB
0.12%0.13%$42.7万1,254股$40.8万1,250股+4股+0.32%加仓
ESSENTIAL UTILSWTRG
0.12%0.14%$42.0万1.1万股$44.1万1.1万股-6股-0.05%减仓
WASTE MGMT DELWM
0.12%0.14%$40.7万1,825股$44.3万1,928股-103股-5.34%减仓
IiShares比特币ETFIBIT
0.11%0.15%$38.6万1.2万股$46.5万1.2万股-507股-4.19%减仓
卡特彼勒CAT
0.11%0.08%$38.5万362股$25.6万361股+1股+0.28%加仓
波音BA
0.1%0.08%$36.1万1,666股$25.2万1,264股+402股+31.80%加仓
MMSC INCOME FUNDMSIF
0.1%0.11%$34.5万3.0万股$36.4万3.0万股00.00%持仓不变
AMD超威AMD
0.1%0.02%$33.6万579股$5.9万292股+287股+98.29%加仓
默沙东MRK
0.09%0.09%$32.1万2,499股$28.4万2,358股+141股+5.98%加仓
NORFOLK SOUTHN COMNSC
0.09%0.09%$31.7万1,009股$29.0万1,010股-1股-0.10%减仓
康宁GLW
0.09%0.06%$31.1万1,216股$17.9万1,313股-97股-7.39%减仓

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