Godshalk Welsh Capital Management, Inc.
RADNOR PA · SEC CIK 0001631775
$1.85亿2026Q2 申报市值
137持仓数
28.6%前十大占比 · 第一大 5.0%
7 / 3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
HONA 新建仓+$33.78万
INTC 新建仓+$31.77万
IBMS 加仓+$27.16万
CARR 新建仓+$23.29万
VIOG 新建仓+$22.78万
2026Q2 卖出最多 按季末市值估算
Honeywell Intern 清仓-$69.17万
Honeywell Intern 重新持有-$32.02万
HSY 清仓-$22.87万
VZ 清仓-$22.25万
INTU 减仓-$18.66万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MRK | Merck & Co | $150.79万 | 0.82% | 11,735 | -50 | -0.4% | -$6,425 | 减仓 |
| RTX | RTX Corp | $152.18万 | 0.82% | 8,021 | -50 | -0.6% | -$9,486 | 减仓 |
| WMT | Walmart Inc | $156.70万 | 0.85% | 13,835 | 210 | 1.5% | $2.38万 | 加仓 |
| PAYX | Paychex Inc | $163.77万 | 0.89% | 16,655 | 0 | 0.0% | — | 不变 |
| LOW | Lowes Companies Inc | $164.93万 | 0.89% | 7,480 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corp | $173.63万 | 0.94% | 10,475 | 0 | 0.0% | — | 不变 |
| INTU | Intuit Inc | $174.09万 | 0.94% | 6,670 | -715 | -9.7% | -$18.66万 | 减仓 |
| ADP | Automatic Data Processing | $178.60万 | 0.97% | 7,975 | 0 | 0.0% | — | 不变 |
| WM | Waste Management Inc | $186.22万 | 1.01% | 8,355 | -100 | -1.2% | -$2.23万 | 减仓 |
| VLO | Valero Energy Corp | $187.52万 | 1.02% | 7,200 | -50 | -0.7% | -$1.30万 | 减仓 |
| SYY | Sysco Corporation | $188.06万 | 1.02% | 22,500 | -150 | -0.7% | -$1.25万 | 减仓 |
| TJX | TJX Companies Inc | $190.36万 | 1.03% | 12,565 | 100 | 0.8% | $1.52万 | 加仓 |
| TSM | Taiwan Semiconductor Mfg ADR | $194.13万 | 1.05% | 4,065 | -25 | -0.6% | -$1.19万 | 减仓 |
| HD | Home Depot Inc | $197.99万 | 1.07% | 5,614 | -5 | -0.1% | -$1,763 | 减仓 |
| PG | Procter & Gamble | $210.36万 | 1.14% | 14,345 | 0 | 0.0% | — | 不变 |
| TCAF | T Rowe Price Capital Apprec Eq | $211.66万 | 1.15% | 51,500 | 2,625 | 5.4% | $10.79万 | 加仓 |
| IBDR | iShares iBonds Dec 2026 Term C | $218.37万 | 1.18% | 90,125 | 100 | 0.1% | $2,423 | 加仓 |
| IBDV | iShares iBonds Dec 2030 Term C | $222.03万 | 1.20% | 101,850 | 6,750 | 7.1% | $14.71万 | 加仓 |
| FDVV | Fidelity High Dividend | $247.82万 | 1.34% | 41,104 | 1,185 | 3.0% | $7.14万 | 加仓 |
| BAC | Bank of America Corp | $249.97万 | 1.35% | 43,870 | -200 | -0.5% | -$1.14万 | 减仓 |
| IEFA | iShares Core MSCI EAFE | $268.92万 | 1.46% | 27,845 | -145 | -0.5% | -$1.40万 | 减仓 |
| JNJ | Johnson & Johnson | $297.17万 | 1.61% | 11,701 | -98 | -0.8% | -$2.49万 | 减仓 |
| IBDS | iShares iBonds Dec 2027 Term C | $306.59万 | 1.66% | 126,585 | 1,250 | 1.0% | $3.03万 | 加仓 |
| JPM | JP Morgan Chase & Co | $306.71万 | 1.66% | 9,370 | -125 | -1.3% | -$4.09万 | 减仓 |
| GMED | Globus Medical Inc A | $316.04万 | 1.71% | 40,000 | 0 | 0.0% | — | 不变 |
| IBDU | iShares iBonds Dec 2029 Term C | $316.83万 | 1.72% | 136,800 | 4,050 | 3.1% | $9.38万 | 加仓 |
| WRB | WR Berkley Corp | $318.50万 | 1.72% | 45,158 | 0 | 0.0% | — | 不变 |
| RSP | Invesco S&P 500 Eq Wt | $323.52万 | 1.75% | 15,205 | 186 | 1.2% | $3.96万 | 加仓 |
| GLW | Corning Inc | $341.00万 | 1.85% | 13,350 | -75 | -0.6% | -$1.92万 | 减仓 |
| AXP | American Express | $363.45万 | 1.97% | 10,745 | 35 | 0.3% | $1.18万 | 加仓 |
| IBDT | iShares iBonds Dec 2028 Term C | $365.75万 | 1.98% | 144,850 | 6,000 | 4.3% | $15.15万 | 加仓 |
| IWM | iShares Russell 2000 Index | $382.17万 | 2.07% | 12,720 | -2 | -0.0% | -$601 | 减仓 |
| GOOG | Alphabet Inc Cl C | $400.68万 | 2.17% | 11,340 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Systems Inc | $427.50万 | 2.31% | 36,395 | -675 | -1.8% | -$7.93万 | 减仓 |
| ORCL | Oracle Corp | $430.27万 | 2.33% | 29,360 | -100 | -0.3% | -$1.47万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $440.99万 | 2.39% | 8,813 | -220 | -2.4% | -$11.01万 | 减仓 |
| COST | Costco Wholesale Corp | $530.79万 | 2.87% | 5,674 | 25 | 0.4% | $2.34万 | 加仓 |
| GOOGL | Alphabet Inc Cl A | $635.01万 | 3.44% | 17,769 | -105 | -0.6% | -$3.75万 | 减仓 |
| MSFT | Microsoft Corporation | $735.78万 | 3.98% | 19,725 | -90 | -0.5% | -$3.36万 | 减仓 |
| AAPL | Apple Inc | $931.07万 | 5.04% | 32,177 | -125 | -0.4% | -$3.62万 | 减仓 |