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 |
|---|---|---|---|---|---|---|---|---|
| TGT | Target Corporation | $36.36万 | 0.21% | 3,000 | -200 | -6.2% | -$2.42万 | 减仓 |
| RSG | Republic Services Inc | $35.59万 | 0.21% | 1,625 | 0 | 0.0% | — | 不变 |
| VCR | Vgd Consumer Discretionary | $34.29万 | 0.20% | 955 | 0 | 0.0% | — | 不变 |
| VTI | Vanguard Total Stock Mkt | $32.28万 | 0.19% | 1,006 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $32.08万 | 0.19% | 3,125 | 0 | 0.0% | — | 不变 |
| UNP | Union Pacific Corp | $31.54万 | 0.18% | 1,300 | 0 | 0.0% | — | 不变 |
| VGT | Vanguard Info Technology | $30.00万 | 0.17% | 430 | 0 | 0.0% | — | 不变 |
| KO | Coca-Cola Company | $29.66万 | 0.17% | 3,900 | 0 | 0.0% | — | 不变 |
| MAS | Masco Corp | $29.58万 | 0.17% | 4,900 | 0 | 0.0% | — | 不变 |
| BHP | BHP Billiton Ltd ADR | $29.46万 | 0.17% | 4,050 | 0 | 0.0% | — | 不变 |
| ABNB | Airbnb Inc | $28.48万 | 0.17% | 2,255 | 0 | 0.0% | — | 不变 |
| MKL | Markel Corp | $28.33万 | 0.16% | 148 | 25 | 20.3% | $4.79万 | 加仓 |
| BIV | Vgd Int Term Bond Index Fund | $27.68万 | 0.16% | 3,587 | 104 | 3.0% | $8,027 | 加仓 |
| BSV | Vanguard Short Term Bond Index | $26.41万 | 0.15% | 3,368 | 107 | 3.3% | $8,389 | 加仓 |
| SCHA | Schwab US Small Cap | $25.59万 | 0.15% | 8,800 | 0 | 0.0% | — | 不变 |
| ADI | Analog Devices Inc | $25.45万 | 0.15% | 800 | 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 |
| IBM | IBM Corp | $24.24万 | 0.14% | 1,000 | 0 | 0.0% | — | 不变 |
| SO | Southern Company | $24.13万 | 0.14% | 2,500 | 0 | 0.0% | — | 不变 |
| CB | Chubb Limited | $24.12万 | 0.14% | 740 | 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 |
| HLT | Hilton Worldwide Hldgs | $23.57万 | 0.14% | 775 | 0 | 0.0% | — | 不变 |
| HSY | Hershey Company | $22.87万 | 0.13% | 1,100 | 0 | 0.0% | — | 不变 |
| CLX | Clorox Company | $22.54万 | 0.13% | 2,175 | 0 | 0.0% | — | 不变 |
| VZ | Verizon Communications | $22.25万 | 0.13% | 4,433 | 4,433 | — | $22.25万 | 新建仓 |
| Q | Qnity Electronics Inc | $22.20万 | 0.13% | 1,924 | 1,924 | — | $22.20万 | 新建仓 |
| SPG | Simon Property Group | $20.98万 | 0.12% | 1,125 | 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 |
| NOK | Applied Materials Inc | $1.03万 | 0.01% | 1,275 | 0 | 0.0% | — | 不变 |
| 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 |