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 |
|---|---|---|---|---|---|---|---|---|
| — | Honeywell International Inc | $0 | 0.00% | 0 | -3,060 | -100.0% | -$69.17万 | 清仓 |
| HSY | Hershey Company | $0 | 0.00% | 0 | -1,100 | -100.0% | -$22.87万 | 清仓 |
| VZ | Verizon Communications | $0 | 0.00% | 0 | -4,433 | -100.0% | -$22.25万 | 清仓 |
| NOK | Applied Materials Inc | $1.69万 | 0.01% | 1,275 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Electric Co | $20.04万 | 0.11% | 1,400 | 0 | 0.0% | — | 重新持有 |
| CLX | Clorox Company | $20.76万 | 0.11% | 2,175 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar Inc | $21.30万 | 0.12% | 200 | 200 | — | $21.30万 | 新建仓 |
| GWW | Grainger W W Inc | $21.77万 | 0.12% | 160 | 160 | — | $21.77万 | 新建仓 |
| AEP | American Electric Power Co | $21.89万 | 0.12% | 1,600 | 0 | 0.0% | — | 不变 |
| — | Franklin Financial Services | $21.91万 | 0.12% | 3,500 | 3,500 | — | $21.91万 | 新建仓 |
| VIOG | Vanguard S&P Small-Cap 600 Gro | $22.78万 | 0.12% | 1,485 | 1,485 | — | $22.78万 | 新建仓 |
| CARR | Carrier Global Corp | $23.29万 | 0.13% | 3,175 | 3,175 | — | $23.29万 | 新建仓 |
| SO | Southern Company | $23.93万 | 0.13% | 2,500 | 0 | 0.0% | — | 不变 |
| CTVA | Corteva Inc | $24.15万 | 0.13% | 2,852 | 0 | 0.0% | — | 不变 |
| ELV | Elevance Health | $24.17万 | 0.13% | 625 | 0 | 0.0% | — | 重新持有 |
| SPG | Simon Property Group | $25.16万 | 0.14% | 1,125 | 0 | 0.0% | — | 不变 |
| LLY | Lilly Eli & Co | $25.19万 | 0.14% | 210 | -15 | -6.7% | -$1.80万 | 重新持有 |
| CB | Chubb Limited | $25.21万 | 0.14% | 740 | 0 | 0.0% | — | 不变 |
| HLT | Hilton Worldwide Hldgs | $25.61万 | 0.14% | 775 | 0 | 0.0% | — | 不变 |
| BSV | Vanguard Short Term Bond Index | $26.31万 | 0.14% | 3,377 | 9 | 0.3% | $701 | 加仓 |
| BIV | Vgd Int Term Bond Index Fund | $27.56万 | 0.15% | 3,593 | 6 | 0.2% | $460 | 加仓 |
| IBM | IBM Corp | $28.12万 | 0.15% | 1,000 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $28.36万 | 0.15% | 3,125 | 0 | 0.0% | — | 不变 |
| COF | Capital One Financial | $28.89万 | 0.16% | 1,440 | 100 | 7.5% | $2.01万 | 加仓 |
| MKL | Markel Corp | $28.90万 | 0.16% | 148 | 0 | 0.0% | — | 不变 |
| Q | Qnity Electronics Inc | $31.42万 | 0.17% | 1,924 | 0 | 0.0% | — | 不变 |
| KO | Coca-Cola Company | $31.70万 | 0.17% | 3,900 | 0 | 0.0% | — | 不变 |
| INTC | Intel Corp | $31.77万 | 0.17% | 2,275 | 2,275 | — | $31.77万 | 新建仓 |
| ADI | Analog Devices Inc | $31.77万 | 0.17% | 800 | 0 | 0.0% | — | 不变 |
| SCHA | Schwab US Small Cap | $31.79万 | 0.17% | 8,800 | 0 | 0.0% | — | 不变 |
| ABNB | Airbnb Inc | $33.70万 | 0.18% | 2,355 | 100 | 4.4% | $1.43万 | 加仓 |
| BHP | BHP Billiton Ltd ADR | $33.74万 | 0.18% | 4,050 | 0 | 0.0% | — | 不变 |
| HONA | Honeywell Aerospace Inc | $33.78万 | 0.18% | 1,528 | 1,528 | — | $33.78万 | 新建仓 |
| — | Honeywell International Inc | $34.26万 | 0.19% | 1,530 | -1,430 | -48.3% | -$32.02万 | 重新持有 |
| RSG | Republic Services Inc | $34.63万 | 0.19% | 1,625 | 0 | 0.0% | — | 不变 |
| — | ExxonMobil Holdings Corp | $35.21万 | 0.19% | 2,575 | 0 | 0.0% | — | 不变 |
| UNP | Union Pacific Corp | $35.36万 | 0.19% | 1,300 | 0 | 0.0% | — | 不变 |
| AWK | American Water Works Inc | $35.86万 | 0.19% | 2,725 | 0 | 0.0% | — | 不变 |
| VCR | Vgd Consumer Discretionary | $37.88万 | 0.21% | 955 | 0 | 0.0% | — | 不变 |
| TGT | Target Corporation | $38.53万 | 0.21% | 2,950 | -50 | -1.7% | -$6,531 | 减仓 |
| MAS | Masco Corp | $39.87万 | 0.22% | 4,900 | 0 | 0.0% | — | 不变 |
| VGT | Vanguard Info Technology | $41.11万 | 0.22% | 3,440 | 0 | 0.0% | — | 不变 |
| EFA | iShares MSCI EAFE Index | $41.55万 | 0.22% | 4,000 | 0 | 0.0% | — | 不变 |
| WTRG | Essential Utilities Inc | $43.81万 | 0.24% | 11,436 | 0 | 0.0% | — | 不变 |
| — | Labcorp Hldgs Inc. | $43.96万 | 0.24% | 1,570 | 0 | 0.0% | — | 不变 |
| CAVA | Cava Group Inc | $44.15万 | 0.24% | 5,625 | 100 | 1.8% | $7,848 | 加仓 |
| MET | MetLife Inc | $44.42万 | 0.24% | 5,250 | -150 | -2.8% | -$1.27万 | 减仓 |
| ED | Consolidated Edison Inc | $44.53万 | 0.24% | 4,025 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc | $46.53万 | 0.25% | 1,285 | 0 | 0.0% | — | 不变 |
| EBAY | eBay Inc | $48.05万 | 0.26% | 4,300 | 0 | 0.0% | — | 不变 |
| MA | Mastercard Inc | $49.31万 | 0.27% | 960 | 0 | 0.0% | — | 不变 |
| WCN | Waste Connections Inc | $52.84万 | 0.29% | 3,170 | 0 | 0.0% | — | 不变 |
| — | iShares iBonds Dec 2031 Term M | $54.18万 | 0.29% | 21,000 | 4,000 | 23.5% | $10.32万 | 加仓 |
| VTI | Vanguard Total Stock Mkt | $55.26万 | 0.30% | 1,493 | 487 | 48.4% | $18.02万 | 加仓 |
| LMT | Lockheed Martin Corp | $56.04万 | 0.30% | 1,100 | 0 | 0.0% | — | 不变 |
| ZTS | Zoetis Inc | $56.84万 | 0.31% | 7,910 | 75 | 1.0% | $5,390 | 加仓 |
| MDLZ | Mondelez Intl Inc Cl A | $57.12万 | 0.31% | 9,875 | -200 | -2.0% | -$1.16万 | 减仓 |
| EEMV | iShares MSCI EmergMkt Min Vol | $58.72万 | 0.32% | 7,800 | 0 | 0.0% | — | 不变 |
| AMT | American Tower Corp | $59.38万 | 0.32% | 3,630 | -1,060 | -22.6% | -$17.34万 | 减仓 |
| MMM | 3M Co | $60.88万 | 0.33% | 3,760 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR Portfolio High Yield Bond | $62.12万 | 0.34% | 26,500 | 250 | 1.0% | $5,860 | 加仓 |
| CL | Colgate-Palmolive Co | $64.27万 | 0.35% | 7,010 | 0 | 0.0% | — | 不变 |
| AOR | iShares Core Growth Allocation | $66.68万 | 0.36% | 9,594 | 3 | 0.0% | $209 | 加仓 |
| WAT | Waters Corp | $66.79万 | 0.36% | 1,781 | 116 | 7.0% | $4.35万 | 加仓 |
| DGX | Quest Diagnostics Inc | $69.41万 | 0.38% | 3,275 | 0 | 0.0% | — | 不变 |
| SOLS | Solstice Advanced Materials In | $71.66万 | 0.39% | 8,088 | 0 | 0.0% | — | 不变 |
| — | Cigna Corp | $73.19万 | 0.40% | 2,655 | 0 | 0.0% | — | 不变 |
| VNQ | Vanguard REIT | $78.93万 | 0.43% | 8,185 | 100 | 1.2% | $9,643 | 加仓 |
| IUSG | iShares Core S&P US Growth | $79.28万 | 0.43% | 4,215 | -40 | -0.9% | -$7,524 | 减仓 |
| NEE | NextEra Energy Inc | $79.96万 | 0.43% | 9,110 | -50 | -0.5% | -$4,389 | 减仓 |
| UNH | UnitedHealth Group Inc | $80.84万 | 0.44% | 1,945 | 0 | 0.0% | — | 不变 |
| QQQ | Invesco QQQ Trust | $83.58万 | 0.45% | 1,135 | 0 | 0.0% | — | 不变 |
| COP | ConocoPhillips | $90.24万 | 0.49% | 8,680 | 0 | 0.0% | — | 不变 |
| UBER | Uber Technologies Inc | $92.36万 | 0.50% | 12,800 | 0 | 0.0% | — | 不变 |
| RPM | RPM International | $92.87万 | 0.50% | 8,355 | 0 | 0.0% | — | 不变 |
| YUM | YUM! Brands Inc | $94.88万 | 0.51% | 5,935 | 0 | 0.0% | — | 不变 |
| LHX | L3Harris Technologies Inc | $99.82万 | 0.54% | 3,435 | 0 | 0.0% | — | 不变 |
| BDX | Becton Dickinson & Co | $103.59万 | 0.56% | 6,845 | 130 | 1.9% | $1.97万 | 加仓 |
| IBMO | iShares iBonds Dec 2026 Term M | $103.84万 | 0.56% | 40,500 | 3,000 | 8.0% | $7.69万 | 加仓 |
| IWY | iShares Russell Top 200 Growth | $104.88万 | 0.57% | 3,609 | 0 | 0.0% | — | 不变 |
| IBMS | iShares iBonds Dec 2030 Term M | $109.95万 | 0.60% | 42,500 | 10,500 | 32.8% | $27.16万 | 加仓 |
| IDA | IdaCorp Incorporated | $110.99万 | 0.60% | 7,336 | 0 | 0.0% | — | 不变 |
| MCD | McDonalds Corp | $111.10万 | 0.60% | 4,110 | 0 | 0.0% | — | 不变 |
| PEP | Pepsico Inc | $112.72万 | 0.61% | 8,325 | -75 | -0.9% | -$1.02万 | 减仓 |
| IBMP | iShares iBonds Dec 2027 Term M | $114.39万 | 0.62% | 45,000 | 2,500 | 5.9% | $6.36万 | 加仓 |
| BX | Blackstone Group Inc | $115.08万 | 0.62% | 9,780 | -225 | -2.2% | -$2.65万 | 减仓 |
| PSX | Phillips 66 | $120.03万 | 0.65% | 7,100 | 0 | 0.0% | — | 不变 |
| CSX | CSX Corp | $121.87万 | 0.66% | 25,640 | -250 | -1.0% | -$1.19万 | 减仓 |
| MUB | iShares National Muni | $122.15万 | 0.66% | 11,350 | -200 | -1.7% | -$2.15万 | 减仓 |
| IBMR | iShares iBonds Dec 2029 Term M | $123.14万 | 0.67% | 48,500 | 2,500 | 5.4% | $6.35万 | 加仓 |
| IBMQ | iShares iBonds Dec 2028 Term M | $126.62万 | 0.69% | 49,500 | 2,500 | 5.3% | $6.39万 | 加仓 |
| V | Visa Inc | $128.49万 | 0.70% | 3,745 | 0 | 0.0% | — | 不变 |
| ABBV | AbbVie Inc | $130.37万 | 0.71% | 5,181 | 0 | 0.0% | — | 不变 |
| ECL | Ecolab Inc | $135.40万 | 0.73% | 4,860 | 0 | 0.0% | — | 不变 |
| AOM | iShares Core Moderate Allocati | $135.85万 | 0.74% | 27,229 | 5 | 0.0% | $249 | 加仓 |
| SUB | iShares Short Term Nat Muni Bd | $136.81万 | 0.74% | 12,850 | -200 | -1.5% | -$2.13万 | 减仓 |
| SBUX | Starbucks Corp | $139.08万 | 0.75% | 13,610 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 | $140.02万 | 0.76% | 1,875 | 0 | 0.0% | — | 不变 |
| IBDW | iShares iBonds Dec 2031 Term C | $142.86万 | 0.77% | 68,550 | 6,500 | 10.5% | $13.55万 | 加仓 |
| VIG | Vanguard Div Appreciation | $147.51万 | 0.80% | 6,234 | -400 | -6.0% | -$9.46万 | 减仓 |