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 |
|---|---|---|---|---|---|---|---|---|
| NSRGY | Nestle SA ADR | $0 | 0.00% | 0 | -10,250 | -100.0% | -$101.25万 | 清仓 |
| ADBE | Adobe Systems Inc | $0 | 0.00% | 0 | -890 | -100.0% | -$31.15万 | 清仓 |
| LLY | Lilly Eli & Co | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHR | Danaher Corp | $0 | 0.00% | 0 | -1,000 | -100.0% | -$22.89万 | 清仓 |
| ELV | Elevance Health | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STN | Stantec Inc | $0 | 0.00% | 0 | -2,200 | -100.0% | -$20.76万 | 清仓 |
| EMR | Emerson Electric Co | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PGX | Invesco Preferred | $0 | 0.00% | 0 | -14,900 | -100.0% | -$16.75万 | 清仓 |
| NOK | Applied Materials Inc | $1.03万 | 0.01% | 1,275 | 0 | 0.0% | — | 不变 |
| AEP | American Electric Power Co | $20.97万 | 0.12% | 1,600 | 1,600 | — | $20.97万 | 新建仓 |
| SPG | Simon Property Group | $20.98万 | 0.12% | 1,125 | 0 | 0.0% | — | 不变 |
| Q | Qnity Electronics Inc | $22.20万 | 0.13% | 1,924 | 1,924 | — | $22.20万 | 新建仓 |
| VZ | Verizon Communications | $22.25万 | 0.13% | 4,433 | 4,433 | — | $22.25万 | 新建仓 |
| CLX | Clorox Company | $22.54万 | 0.13% | 2,175 | 0 | 0.0% | — | 不变 |
| HSY | Hershey Company | $22.87万 | 0.13% | 1,100 | 0 | 0.0% | — | 不变 |
| HLT | Hilton Worldwide Hldgs | $23.57万 | 0.14% | 775 | 0 | 0.0% | — | 不变 |
| CTVA | Corteva Inc | $23.87万 | 0.14% | 2,852 | -400 | -12.3% | -$3.35万 | 重新持有 |
| CB | Chubb Limited | $24.12万 | 0.14% | 740 | 0 | 0.0% | — | 不变 |
| SO | Southern Company | $24.13万 | 0.14% | 2,500 | 0 | 0.0% | — | 不变 |
| IBM | IBM Corp | $24.24万 | 0.14% | 1,000 | 0 | 0.0% | — | 不变 |
| COF | Capital One Financial (DH) | $24.45万 | 0.14% | 1,340 | 455 | 51.4% | $8.30万 | 加仓 |
| ADI | Analog Devices Inc | $25.45万 | 0.15% | 800 | 0 | 0.0% | — | 不变 |
| SCHA | Schwab US Small Cap | $25.59万 | 0.15% | 8,800 | 0 | 0.0% | — | 不变 |
| BSV | Vanguard Short Term Bond Index | $26.41万 | 0.15% | 3,368 | 107 | 3.3% | $8,389 | 加仓 |
| BIV | Vgd Int Term Bond Index Fund | $27.68万 | 0.16% | 3,587 | 104 | 3.0% | $8,027 | 加仓 |
| MKL | Markel Corp | $28.33万 | 0.16% | 148 | 25 | 20.3% | $4.79万 | 加仓 |
| ABNB | Airbnb Inc | $28.48万 | 0.17% | 2,255 | 0 | 0.0% | — | 不变 |
| BHP | BHP Billiton Ltd ADR | $29.46万 | 0.17% | 4,050 | 0 | 0.0% | — | 不变 |
| MAS | Masco Corp | $29.58万 | 0.17% | 4,900 | 0 | 0.0% | — | 不变 |
| KO | Coca-Cola Company | $29.66万 | 0.17% | 3,900 | 0 | 0.0% | — | 不变 |
| VGT | Vanguard Info Technology | $30.00万 | 0.17% | 430 | 0 | 0.0% | — | 不变 |
| UNP | Union Pacific Corp | $31.54万 | 0.18% | 1,300 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $32.08万 | 0.19% | 3,125 | 0 | 0.0% | — | 不变 |
| VTI | Vanguard Total Stock Mkt | $32.28万 | 0.19% | 1,006 | 0 | 0.0% | — | 不变 |
| VCR | Vgd Consumer Discretionary | $34.29万 | 0.20% | 955 | 0 | 0.0% | — | 不变 |
| RSG | Republic Services Inc | $35.59万 | 0.21% | 1,625 | 0 | 0.0% | — | 不变 |
| TGT | Target Corporation | $36.36万 | 0.21% | 3,000 | -200 | -6.2% | -$2.42万 | 减仓 |
| AWK | American Water Works Inc | $37.08万 | 0.22% | 2,725 | -200 | -6.8% | -$2.72万 | 减仓 |
| MET | MetLife Inc | $38.19万 | 0.22% | 5,400 | -100 | -1.8% | -$7,072 | 减仓 |
| EFA | iShares MSCI EAFE Index | $38.85万 | 0.23% | 4,000 | 0 | 0.0% | — | 不变 |
| EBAY | eBay Inc | $39.14万 | 0.23% | 4,300 | 0 | 0.0% | — | 不变 |
| — | Labcorp Hldgs Inc. | $41.89万 | 0.24% | 1,570 | 0 | 0.0% | — | 不变 |
| — | iShares iBonds Dec 2031 Term M | $43.63万 | 0.25% | 17,000 | 7,000 | 70.0% | $17.97万 | 加仓 |
| — | Exxon Mobil Corp | $43.69万 | 0.25% | 2,575 | 0 | 0.0% | — | 不变 |
| CAVA | Cava Group Inc | $44.70万 | 0.26% | 5,525 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc | $45.21万 | 0.26% | 1,285 | 0 | 0.0% | — | 不变 |
| ED | Consolidated Edison Inc | $45.55万 | 0.26% | 4,025 | -100 | -2.4% | -$1.13万 | 减仓 |
| WTRG | Essential Utilities Inc | $46.05万 | 0.27% | 11,436 | -7,275 | -38.9% | -$29.30万 | 减仓 |
| MA | Mastercard Inc | $47.97万 | 0.28% | 960 | 0 | 0.0% | — | 不变 |
| WAT | Waters Corp | $49.58万 | 0.29% | 1,665 | 1,665 | — | $49.58万 | 新建仓 |
| EEMV | iShares MSCI EmergMkt Min Vol | $50.49万 | 0.29% | 7,800 | 0 | 0.0% | — | 不变 |
| WCN | Waste Connections Inc | $51.49万 | 0.30% | 3,170 | 0 | 0.0% | — | 不变 |
| UNH | UnitedHealth Group Inc | $52.63万 | 0.31% | 1,945 | 0 | 0.0% | — | 不变 |
| MMM | 3M Co | $54.61万 | 0.32% | 3,760 | 0 | 0.0% | — | 不变 |
| MDLZ | Mondelez Intl Inc Cl A | $58.07万 | 0.34% | 10,075 | -1,650 | -14.1% | -$9.51万 | 减仓 |
| CL | Colgate-Palmolive Co | $59.75万 | 0.35% | 7,010 | -150 | -2.1% | -$1.28万 | 减仓 |
| SPHY | SPDR Portfolio High Yield Bond | $61.22万 | 0.36% | 26,250 | 0 | 0.0% | — | 不变 |
| SOLS | Solstice Advanced Materials In | $61.60万 | 0.36% | 8,088 | 751 | 10.2% | $5.72万 | 加仓 |
| AOR | iShares Core Growth Allocation | $61.72万 | 0.36% | 9,591 | 127 | 1.3% | $8,173 | 加仓 |
| DGX | Quest Diagnostics Inc | $64.18万 | 0.37% | 3,275 | -25 | -0.8% | -$4,900 | 减仓 |
| QQQ | Invesco QQQ Trust | $65.51万 | 0.38% | 1,135 | -50 | -4.2% | -$2.89万 | 减仓 |
| IUSG | iShares Core S&P US Growth | $66.00万 | 0.38% | 4,255 | 0 | 0.0% | — | 不变 |
| LMT | Lockheed Martin Corp | $66.48万 | 0.39% | 1,100 | 0 | 0.0% | — | 不变 |
| — | Honeywell International Inc | $69.17万 | 0.40% | 3,060 | 100 | 3.4% | $2.26万 | 加仓 |
| — | Cigna Corp | $70.82万 | 0.41% | 2,655 | 0 | 0.0% | — | 不变 |
| VNQ | Vanguard REIT | $71.71万 | 0.42% | 8,085 | 0 | 0.0% | — | 不变 |
| AMT | American Tower Corp | $80.94万 | 0.47% | 4,690 | -985 | -17.4% | -$17.00万 | 减仓 |
| IBMS | iShares iBonds Dec 2030 Term M | $82.66万 | 0.48% | 32,000 | 3,900 | 13.9% | $10.07万 | 加仓 |
| RPM | RPM International | $83.05万 | 0.48% | 8,355 | -200 | -2.3% | -$1.99万 | 减仓 |
| NEE | NextEra Energy Inc | $85.08万 | 0.49% | 9,160 | -500 | -5.2% | -$4.64万 | 减仓 |
| IWY | iShares Russell Top 200 Growth | $89.81万 | 0.52% | 3,609 | 0 | 0.0% | — | 不变 |
| UBER | Uber Technologies Inc | $92.07万 | 0.54% | 12,800 | -235 | -1.8% | -$1.69万 | 减仓 |
| YUM | YUM! Brands Inc | $92.28万 | 0.54% | 5,935 | -20 | -0.3% | -$3,110 | 减仓 |
| ZTS | Zoetis Inc | $92.62万 | 0.54% | 7,835 | -115 | -1.4% | -$1.36万 | 减仓 |
| IBMO | iShares iBonds Dec 2026 Term M | $96.11万 | 0.56% | 37,500 | 5,000 | 15.4% | $12.81万 | 加仓 |
| IDA | IdaCorp Incorporated | $104.88万 | 0.61% | 7,336 | 0 | 0.0% | — | 不变 |
| BDX | Becton Dickinson & Co | $105.58万 | 0.61% | 6,715 | 550 | 8.9% | $8.65万 | 加仓 |
| CSX | CSX Corp | $106.28万 | 0.62% | 25,890 | 0 | 0.0% | — | 不变 |
| IBMP | iShares iBonds Dec 2027 Term M | $108.12万 | 0.63% | 42,500 | 6,200 | 17.1% | $15.77万 | 加仓 |
| ABBV | AbbVie Inc | $112.68万 | 0.65% | 5,181 | -100 | -1.9% | -$2.17万 | 减仓 |
| V | Visa Inc | $113.19万 | 0.66% | 3,745 | -35 | -0.9% | -$1.06万 | 减仓 |
| COP | ConocoPhillips | $114.58万 | 0.67% | 8,680 | 0 | 0.0% | — | 不变 |
| BX | Blackstone Group Inc | $115.05万 | 0.67% | 10,005 | -15 | -0.1% | -$1,725 | 减仓 |
| IBMR | iShares iBonds Dec 2029 Term M | $116.61万 | 0.68% | 46,000 | 14,700 | 47.0% | $37.26万 | 加仓 |
| LHX | L3Harris Technologies Inc | $118.56万 | 0.69% | 3,435 | -5 | -0.1% | -$1,726 | 减仓 |
| IBMQ | iShares iBonds Dec 2028 Term M | $119.99万 | 0.70% | 47,000 | 11,700 | 33.1% | $29.87万 | 加仓 |
| SBUX | Starbucks Corp | $121.93万 | 0.71% | 13,610 | 110 | 0.8% | $9,855 | 加仓 |
| SPY | SPDR S&P 500 | $121.94万 | 0.71% | 1,875 | 0 | 0.0% | — | 不变 |
| MUB | iShares National Muni | $122.60万 | 0.71% | 11,550 | -700 | -5.7% | -$7.43万 | 减仓 |
| MCD | McDonalds Corp | $127.73万 | 0.74% | 4,110 | 0 | 0.0% | — | 不变 |
| AOM | iShares Core Moderate Allocati | $128.96万 | 0.75% | 27,224 | 5,425 | 24.9% | $25.70万 | 加仓 |
| ECL | Ecolab Inc | $129.29万 | 0.75% | 4,860 | -100 | -2.0% | -$2.66万 | 减仓 |
| PSX | Phillips 66 | $129.35万 | 0.75% | 7,100 | -25 | -0.4% | -$4,554 | 减仓 |
| IBDW | iShares iBonds Dec 2031 Term C | $129.87万 | 0.75% | 62,050 | 43,000 | 225.7% | $90.00万 | 加仓 |
| PEP | Pepsico Inc | $130.44万 | 0.76% | 8,400 | -25 | -0.3% | -$3,882 | 减仓 |
| TSM | Taiwan Semiconductor Mfg ADR | $138.22万 | 0.80% | 4,090 | 30 | 0.7% | $1.01万 | 加仓 |
| SUB | iShares Short Term Nat Muni Bd | $138.98万 | 0.81% | 13,050 | -900 | -6.5% | -$9.59万 | 减仓 |
| MRK | Merck & Co | $141.76万 | 0.82% | 11,785 | -420 | -3.4% | -$5.05万 | 减仓 |
| VIG | Vanguard Div Appreciation | $142.67万 | 0.83% | 6,634 | 20 | 0.3% | $4,301 | 加仓 |
| PAYX | Paychex Inc | $153.43万 | 0.89% | 16,655 | -725 | -4.2% | -$6.68万 | 减仓 |