Godshalk Welsh Capital Management, Inc.
RADNOR PA · SEC CIK 0001631775
$1.72亿2026Q1 申报市值
129持仓数
28.1%前十大占比 · 第一大 4.8%
4 / 5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
IBDW 加仓+$90.00万
IBDU 加仓+$76.41万
IBDV 加仓+$73.33万
WAT 新建仓+$49.58万
IBDT 加仓+$40.15万
2026Q1 卖出最多 按季末市值估算
NSRGY 清仓-$101.25万
ADBE 清仓-$31.15万
WTRG 减仓-$29.30万
BRK/B 减仓-$25.16万
DHR 清仓-$22.89万
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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX Corp | $155.69万 | 0.90% | 8,071 | -150 | -1.8% | -$2.89万 | 减仓 |
| SYY | Sysco Corporation | $161.56万 | 0.94% | 22,650 | -40 | -0.2% | -$2,853 | 减仓 |
| ADP | Automatic Data Processing | $162.04万 | 0.94% | 7,975 | 0 | 0.0% | — | 不变 |
| WMT | Walmart Inc | $169.33万 | 0.98% | 13,625 | 245 | 1.8% | $3.04万 | 加仓 |
| TCAF | T Rowe Price Capital Apprec Eq | $173.95万 | 1.01% | 48,875 | 2,350 | 5.1% | $8.36万 | 加仓 |
| LOW | Lowes Companies Inc | $176.74万 | 1.03% | 7,480 | -60 | -0.8% | -$1.42万 | 减仓 |
| VLO | Valero Energy Corp | $179.13万 | 1.04% | 7,250 | -75 | -1.0% | -$1.85万 | 减仓 |
| GLW | Corning Inc | $182.54万 | 1.06% | 13,425 | -150 | -1.1% | -$2.04万 | 减仓 |
| HD | Home Depot Inc | $184.80万 | 1.07% | 5,619 | -40 | -0.7% | -$1.32万 | 减仓 |
| WM | Waste Management Inc | $194.29万 | 1.13% | 8,455 | -285 | -3.3% | -$6.55万 | 减仓 |
| TJX | TJX Companies Inc | $199.07万 | 1.16% | 12,465 | 215 | 1.8% | $3.43万 | 加仓 |
| PG | Procter & Gamble | $207.20万 | 1.20% | 14,345 | 0 | 0.0% | — | 不变 |
| IBDV | iShares iBonds Dec 2030 Term C | $208.17万 | 1.21% | 95,100 | 33,500 | 54.4% | $73.33万 | 加仓 |
| BAC | Bank of America Corp | $214.84万 | 1.25% | 44,070 | -250 | -0.6% | -$1.22万 | 减仓 |
| CVX | Chevron Corp | $216.73万 | 1.26% | 10,475 | -25 | -0.2% | -$5,173 | 减仓 |
| IBDR | iShares iBonds Dec 2026 Term C | $218.22万 | 1.27% | 90,025 | 5,650 | 6.7% | $13.70万 | 加仓 |
| FDVV | Fidelity High Dividend | $220.51万 | 1.28% | 39,919 | 2,810 | 7.6% | $15.52万 | 加仓 |
| IEFA | iShares Core MSCI EAFE | $253.39万 | 1.47% | 27,990 | 225 | 0.8% | $2.04万 | 加仓 |
| JPM | JP Morgan Chase & Co | $279.30万 | 1.62% | 9,495 | -85 | -0.9% | -$2.50万 | 减仓 |
| CSCO | Cisco Systems Inc | $287.63万 | 1.67% | 37,070 | -250 | -0.7% | -$1.94万 | 减仓 |
| RSP | Invesco S&P 500 Eq Wt | $288.25万 | 1.68% | 15,019 | 431 | 3.0% | $8.27万 | 加仓 |
| JNJ | Johnson & Johnson | $288.41万 | 1.68% | 11,799 | -242 | -2.0% | -$5.92万 | 减仓 |
| WRB | WR Berkley Corp | $299.31万 | 1.74% | 45,158 | -112 | -0.2% | -$7,423 | 减仓 |
| IBDS | iShares iBonds Dec 2027 Term C | $303.81万 | 1.77% | 125,335 | 13,710 | 12.3% | $33.23万 | 加仓 |
| IBDU | iShares iBonds Dec 2029 Term C | $308.78万 | 1.79% | 132,750 | 32,850 | 32.9% | $76.41万 | 加仓 |
| IWM | iShares Russell 2000 Index | $315.51万 | 1.83% | 12,722 | -25 | -0.2% | -$6,200 | 减仓 |
| INTU | Intuit Inc | $319.31万 | 1.86% | 7,385 | -40 | -0.5% | -$1.73万 | 减仓 |
| AXP | American Express | $323.96万 | 1.88% | 10,710 | -85 | -0.8% | -$2.57万 | 减仓 |
| GOOG | Alphabet Inc Cl C | $325.30万 | 1.89% | 11,340 | 0 | 0.0% | — | 不变 |
| GMED | Globus Medical Inc A | $344.64万 | 2.00% | 40,000 | 0 | 0.0% | — | 不变 |
| IBDT | iShares iBonds Dec 2028 Term C | $351.71万 | 2.04% | 138,850 | 15,850 | 12.9% | $40.15万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $432.86万 | 2.52% | 9,033 | -525 | -5.5% | -$25.16万 | 减仓 |
| ORCL | Oracle Corp | $433.39万 | 2.52% | 29,460 | -250 | -0.8% | -$3.68万 | 减仓 |
| GOOGL | Alphabet Inc Cl A | $513.98万 | 2.99% | 17,874 | -141 | -0.8% | -$4.05万 | 减仓 |
| COST | Costco Wholesale Corp | $562.89万 | 3.27% | 5,649 | -27 | -0.5% | -$2.69万 | 减仓 |
| MSFT | Microsoft Corporation | $733.49万 | 4.26% | 19,815 | -260 | -1.3% | -$9.62万 | 减仓 |
| AAPL | Apple Inc | $819.79万 | 4.76% | 32,302 | -365 | -1.1% | -$9.26万 | 减仓 |