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 |
|---|---|---|---|---|---|---|---|---|
| TGT | Target Corporation | $38.53万 | 0.21% | 2,950 | -50 | -1.7% | -$6,531 | 减仓 |
| VCR | Vgd Consumer Discretionary | $37.88万 | 0.21% | 955 | 0 | 0.0% | — | 不变 |
| AWK | American Water Works Inc | $35.86万 | 0.19% | 2,725 | 0 | 0.0% | — | 不变 |
| UNP | Union Pacific Corp | $35.36万 | 0.19% | 1,300 | 0 | 0.0% | — | 不变 |
| — | ExxonMobil Holdings Corp | $35.21万 | 0.19% | 2,575 | 0 | 0.0% | — | 不变 |
| RSG | Republic Services Inc | $34.63万 | 0.19% | 1,625 | 0 | 0.0% | — | 不变 |
| — | Honeywell International Inc | $34.26万 | 0.19% | 1,530 | -1,430 | -48.3% | -$32.02万 | 重新持有 |
| HONA | Honeywell Aerospace Inc | $33.78万 | 0.18% | 1,528 | 1,528 | — | $33.78万 | 新建仓 |
| BHP | BHP Billiton Ltd ADR | $33.74万 | 0.18% | 4,050 | 0 | 0.0% | — | 不变 |
| ABNB | Airbnb Inc | $33.70万 | 0.18% | 2,355 | 100 | 4.4% | $1.43万 | 加仓 |
| SCHA | Schwab US Small Cap | $31.79万 | 0.17% | 8,800 | 0 | 0.0% | — | 不变 |
| ADI | Analog Devices Inc | $31.77万 | 0.17% | 800 | 0 | 0.0% | — | 不变 |
| INTC | Intel Corp | $31.77万 | 0.17% | 2,275 | 2,275 | — | $31.77万 | 新建仓 |
| KO | Coca-Cola Company | $31.70万 | 0.17% | 3,900 | 0 | 0.0% | — | 不变 |
| Q | Qnity Electronics Inc | $31.42万 | 0.17% | 1,924 | 0 | 0.0% | — | 不变 |
| MKL | Markel Corp | $28.90万 | 0.16% | 148 | 0 | 0.0% | — | 不变 |
| COF | Capital One Financial | $28.89万 | 0.16% | 1,440 | 100 | 7.5% | $2.01万 | 加仓 |
| ABT | Abbott Laboratories | $28.36万 | 0.15% | 3,125 | 0 | 0.0% | — | 不变 |
| IBM | IBM Corp | $28.12万 | 0.15% | 1,000 | 0 | 0.0% | — | 不变 |
| BIV | Vgd Int Term Bond Index Fund | $27.56万 | 0.15% | 3,593 | 6 | 0.2% | $460 | 加仓 |
| BSV | Vanguard Short Term Bond Index | $26.31万 | 0.14% | 3,377 | 9 | 0.3% | $701 | 加仓 |
| HLT | Hilton Worldwide Hldgs | $25.61万 | 0.14% | 775 | 0 | 0.0% | — | 不变 |
| CB | Chubb Limited | $25.21万 | 0.14% | 740 | 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 |
| SPG | Simon Property Group | $25.16万 | 0.14% | 1,125 | 0 | 0.0% | — | 不变 |
| ELV | Elevance Health | $24.17万 | 0.13% | 625 | 0 | 0.0% | — | 重新持有 |
| CTVA | Corteva Inc | $24.15万 | 0.13% | 2,852 | 0 | 0.0% | — | 不变 |
| SO | Southern Company | $23.93万 | 0.13% | 2,500 | 0 | 0.0% | — | 不变 |
| CARR | Carrier Global Corp | $23.29万 | 0.13% | 3,175 | 3,175 | — | $23.29万 | 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 |
| — | Franklin Financial Services | $21.91万 | 0.12% | 3,500 | 3,500 | — | $21.91万 | 新建仓 |
| AEP | American Electric Power Co | $21.89万 | 0.12% | 1,600 | 0 | 0.0% | — | 不变 |
| GWW | Grainger W W Inc | $21.77万 | 0.12% | 160 | 160 | — | $21.77万 | 新建仓 |
| CAT | Caterpillar Inc | $21.30万 | 0.12% | 200 | 200 | — | $21.30万 | 新建仓 |
| CLX | Clorox Company | $20.76万 | 0.11% | 2,175 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Electric Co | $20.04万 | 0.11% | 1,400 | 0 | 0.0% | — | 重新持有 |
| NOK | Applied Materials Inc | $1.69万 | 0.01% | 1,275 | 0 | 0.0% | — | 不变 |
| — | 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 |