Drexel Morgan & Co.
RADNOR PA · SEC CIK 0001508512
$6.82亿2026Q1 申报市值
60持仓数
70.3%前十大占比 · 第一大 18.4%
3 / 0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
CPB 新建仓+$2,227.00万
UPS 加仓+$983.80万
CLF 加仓+$374.38万
THOMSON REUTERS 新建仓+$224.95万
NVDA 加仓+$174.40万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$23.09万
SPY 减仓-$22.76万
Q 减仓-$11.54万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $1.25亿 | 18.38% | 4,323,320 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $7,992.78万 | 11.72% | 812,440 | 100,000 | 14.0% | $983.80万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $5,284.96万 | 7.75% | 216,207 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $4,812.13万 | 7.06% | 163,589 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $3,471.01万 | 5.09% | 456,411 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3,387.04万 | 4.97% | 139,735 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $2,901.33万 | 4.26% | 95,918 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $2,870.99万 | 4.21% | 3,397,625 | 443,056 | 15.0% | $374.38万 | 加仓 |
| F | FORD MTR CO | $2,423.40万 | 3.55% | 2,100,000 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $2,227.00万 | 3.27% | 1,000,000 | 1,000,000 | — | $2,227.00万 | 新建仓 |
| CAT | CATERPILLAR INC | $1,975.61万 | 2.90% | 27,886 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $1,775.07万 | 2.60% | 345,412 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $1,591.34万 | 2.33% | 132,292 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $1,580.90万 | 2.32% | 28,065 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $1,165.22万 | 1.71% | 68,680 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $1,124.59万 | 1.65% | 116,683 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $1,124.19万 | 1.65% | 44,296 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $1,115.29万 | 1.64% | 30,129 | 0 | 0.0% | — | 不变 |
| WASH | WASHINGTON TR BANCORP INC | $1,006.48万 | 1.48% | 300,800 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $686.82万 | 1.01% | 10,561 | -350 | -3.2% | -$22.76万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $527.10万 | 0.77% | 105,000 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $470.03万 | 0.69% | 19,373 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $427.40万 | 0.63% | 29,590 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $391.80万 | 0.57% | 29,904 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $390.94万 | 0.57% | 12,579 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $380.19万 | 0.56% | 21,800 | 10,000 | 84.7% | $174.40万 | 加仓 |
| QQQ | INVESCO QQQ TR | $375.17万 | 0.55% | 6,500 | -400 | -5.8% | -$23.09万 | 减仓 |
| RTX | RTX CORPORATION | $372.10万 | 0.55% | 19,290 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $358.46万 | 0.53% | 38,544 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $350.94万 | 0.51% | 34,181 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $335.80万 | 0.49% | 23,122 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $292.01万 | 0.43% | 15,215 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $262.40万 | 0.38% | 200,000 | 100,000 | 100.0% | $131.20万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $245.63万 | 0.36% | 28,820 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS CORP | $224.95万 | 0.33% | 25,000 | 25,000 | — | $224.95万 | 新建仓 |
| LLY | ELI LILLY & CO | $196.28万 | 0.29% | 2,134 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $186.70万 | 0.27% | 21,546 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $163.75万 | 0.24% | 10,720 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $158.84万 | 0.23% | 27,881 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $108.53万 | 0.16% | 3,300 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $92.64万 | 0.14% | 2,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $72.42万 | 0.11% | 3,500 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $71.08万 | 0.10% | 2,866 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $65.32万 | 0.10% | 14,262 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $57.62万 | 0.08% | 2,500 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $53.71万 | 0.08% | 6,747 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $52.37万 | 0.08% | 7,755 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $49.37万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $48.30万 | 0.07% | 8,578 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $43.71万 | 0.06% | 1,520 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $41.93万 | 0.06% | 2,700 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $41.32万 | 0.06% | 1,900 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $37.78万 | 0.06% | 3,274 | -1,000 | -23.4% | -$11.54万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $33.05万 | 0.05% | 4,288 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $29.16万 | 0.04% | 1,400 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $28.32万 | 0.04% | 3,650 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $26.39万 | 0.04% | 750 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $25.52万 | 0.04% | 1,080 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.96万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $21.83万 | 0.03% | 3,000 | 3,000 | — | $21.83万 | 新建仓 |