Drexel Morgan & Co.
RADNOR PA · SEC CIK 0001508512
$7.19亿2026Q2 申报市值
60持仓数
73.8%前十大占比 · 第一大 17.5%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
T 加仓+$3,626.06万
UPS 加仓+$1,086.02万
CLF 加仓+$565.63万
INTC 新建仓+$27.93万
2026Q2 卖出最多 按季末市值估算
F 清仓-$2,423.40万
DD 减仓-$129.01万
TRI 减仓-$3.15万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| F | FORD MTR CO | $0 | 0.00% | 0 | -2,100,000 | -100.0% | -$2,423.40万 | 清仓 |
| WMB | WILLIAMS COS INC | $22.30万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $23.81万 | 0.03% | 1,080 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.02万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $27.16万 | 0.04% | 750 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $27.93万 | 0.04% | 2,000 | 2,000 | — | $27.93万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $30.70万 | 0.04% | 4,288 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $33.37万 | 0.05% | 1,400 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $36.56万 | 0.05% | 2,700 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $42.87万 | 0.06% | 3,650 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $47.81万 | 0.07% | 1,900 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $53.47万 | 0.07% | 3,274 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $53.61万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $54.32万 | 0.08% | 1,520 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $55.76万 | 0.08% | 6,747 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $58.02万 | 0.08% | 3,500 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $59.80万 | 0.08% | 7,755 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $62.92万 | 0.09% | 8,578 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $64.44万 | 0.09% | 4,751 | -9,511 | -66.7% | -$129.01万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $67.22万 | 0.09% | 2,500 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $86.11万 | 0.12% | 2,866 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $104.48万 | 0.15% | 2,000 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $116.38万 | 0.16% | 3,300 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $167.62万 | 0.23% | 27,881 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $168.00万 | 0.23% | 10,720 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $168.55万 | 0.23% | 21,546 | 0 | 0.0% | — | 不变 |
| TRI | THOMSON REUTERS CORP | $201.02万 | 0.28% | 24,614 | -386 | -1.5% | -$3.15万 | 减仓 |
| KD | KYNDRYL HLDGS INC | $226.20万 | 0.31% | 200,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $255.96万 | 0.36% | 2,134 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $264.22万 | 0.37% | 28,820 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $298.87万 | 0.42% | 38,544 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $310.16万 | 0.43% | 34,181 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $323.73万 | 0.45% | 15,215 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $340.02万 | 0.47% | 12,579 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $365.99万 | 0.51% | 19,290 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $374.37万 | 0.52% | 23,122 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $428.08万 | 0.60% | 29,904 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $433.91万 | 0.60% | 29,590 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $436.20万 | 0.61% | 21,800 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $444.57万 | 0.62% | 105,000 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $478.66万 | 0.67% | 6,500 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $526.95万 | 0.73% | 19,373 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $788.66万 | 1.10% | 10,561 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $938.99万 | 1.31% | 68,680 | 0 | 0.0% | — | 不变 |
| WASH | WASHINGTON TR BANCORP INC | $1,097.32万 | 1.53% | 300,800 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $1,123.07万 | 1.56% | 116,683 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $1,123.87万 | 1.56% | 30,129 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $1,281.75万 | 1.78% | 44,296 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $1,605.82万 | 2.23% | 345,412 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $1,699.95万 | 2.36% | 132,292 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $1,780.25万 | 2.48% | 28,065 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $2,227.00万 | 3.10% | 1,000,000 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $2,969.58万 | 4.13% | 27,886 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $3,244.43万 | 4.51% | 95,918 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $3,709.25万 | 5.16% | 456,411 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $3,756.00万 | 5.23% | 4,000,000 | 602,375 | 17.7% | $565.63万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3,929.49万 | 5.47% | 139,735 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $5,354.76万 | 7.45% | 163,589 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $5,491.01万 | 7.64% | 216,207 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $9,819.75万 | 13.66% | 913,465 | 101,025 | 12.4% | $1,086.02万 | 加仓 |
| T | AT&T INC | $1.26亿 | 17.49% | 6,075,040 | 1,751,720 | 40.5% | $3,626.06万 | 加仓 |