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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | $819.79万 | 4.76% | 32,302 | -365 | -1.1% | -$9.26万 | 减仓 |
| MSFT | Microsoft Corporation | $733.49万 | 4.26% | 19,815 | -260 | -1.3% | -$9.62万 | 减仓 |
| COST | Costco Wholesale Corp | $562.89万 | 3.27% | 5,649 | -27 | -0.5% | -$2.69万 | 减仓 |
| GOOGL | Alphabet Inc Cl A | $513.98万 | 2.99% | 17,874 | -141 | -0.8% | -$4.05万 | 减仓 |
| ORCL | Oracle Corp | $433.39万 | 2.52% | 29,460 | -250 | -0.8% | -$3.68万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $432.86万 | 2.52% | 9,033 | -525 | -5.5% | -$25.16万 | 减仓 |
| IBDT | iShares iBonds Dec 2028 Term C | $351.71万 | 2.04% | 138,850 | 15,850 | 12.9% | $40.15万 | 加仓 |
| GMED | Globus Medical Inc A | $344.64万 | 2.00% | 40,000 | 0 | 0.0% | — | 不变 |
| GOOG | Alphabet Inc Cl C | $325.30万 | 1.89% | 11,340 | 0 | 0.0% | — | 不变 |
| AXP | American Express | $323.96万 | 1.88% | 10,710 | -85 | -0.8% | -$2.57万 | 减仓 |
| INTU | Intuit Inc | $319.31万 | 1.86% | 7,385 | -40 | -0.5% | -$1.73万 | 减仓 |
| IWM | iShares Russell 2000 Index | $315.51万 | 1.83% | 12,722 | -25 | -0.2% | -$6,200 | 减仓 |
| IBDU | iShares iBonds Dec 2029 Term C | $308.78万 | 1.79% | 132,750 | 32,850 | 32.9% | $76.41万 | 加仓 |
| IBDS | iShares iBonds Dec 2027 Term C | $303.81万 | 1.77% | 125,335 | 13,710 | 12.3% | $33.23万 | 加仓 |
| WRB | WR Berkley Corp | $299.31万 | 1.74% | 45,158 | -112 | -0.2% | -$7,423 | 减仓 |
| JNJ | Johnson & Johnson | $288.41万 | 1.68% | 11,799 | -242 | -2.0% | -$5.92万 | 减仓 |
| RSP | Invesco S&P 500 Eq Wt | $288.25万 | 1.68% | 15,019 | 431 | 3.0% | $8.27万 | 加仓 |
| CSCO | Cisco Systems Inc | $287.63万 | 1.67% | 37,070 | -250 | -0.7% | -$1.94万 | 减仓 |
| JPM | JP Morgan Chase & Co | $279.30万 | 1.62% | 9,495 | -85 | -0.9% | -$2.50万 | 减仓 |
| IEFA | iShares Core MSCI EAFE | $253.39万 | 1.47% | 27,990 | 225 | 0.8% | $2.04万 | 加仓 |
| FDVV | Fidelity High Dividend | $220.51万 | 1.28% | 39,919 | 2,810 | 7.6% | $15.52万 | 加仓 |
| IBDR | iShares iBonds Dec 2026 Term C | $218.22万 | 1.27% | 90,025 | 5,650 | 6.7% | $13.70万 | 加仓 |
| CVX | Chevron Corp | $216.73万 | 1.26% | 10,475 | -25 | -0.2% | -$5,173 | 减仓 |
| BAC | Bank of America Corp | $214.84万 | 1.25% | 44,070 | -250 | -0.6% | -$1.22万 | 减仓 |
| IBDV | iShares iBonds Dec 2030 Term C | $208.17万 | 1.21% | 95,100 | 33,500 | 54.4% | $73.33万 | 加仓 |
| PG | Procter & Gamble | $207.20万 | 1.20% | 14,345 | 0 | 0.0% | — | 不变 |
| TJX | TJX Companies Inc | $199.07万 | 1.16% | 12,465 | 215 | 1.8% | $3.43万 | 加仓 |
| WM | Waste Management Inc | $194.29万 | 1.13% | 8,455 | -285 | -3.3% | -$6.55万 | 减仓 |
| HD | Home Depot Inc | $184.80万 | 1.07% | 5,619 | -40 | -0.7% | -$1.32万 | 减仓 |
| GLW | Corning Inc | $182.54万 | 1.06% | 13,425 | -150 | -1.1% | -$2.04万 | 减仓 |
| VLO | Valero Energy Corp | $179.13万 | 1.04% | 7,250 | -75 | -1.0% | -$1.85万 | 减仓 |
| LOW | Lowes Companies Inc | $176.74万 | 1.03% | 7,480 | -60 | -0.8% | -$1.42万 | 减仓 |
| TCAF | T Rowe Price Capital Apprec Eq | $173.95万 | 1.01% | 48,875 | 2,350 | 5.1% | $8.36万 | 加仓 |
| WMT | Walmart Inc | $169.33万 | 0.98% | 13,625 | 245 | 1.8% | $3.04万 | 加仓 |
| ADP | Automatic Data Processing | $162.04万 | 0.94% | 7,975 | 0 | 0.0% | — | 不变 |
| SYY | Sysco Corporation | $161.56万 | 0.94% | 22,650 | -40 | -0.2% | -$2,853 | 减仓 |
| RTX | RTX Corp | $155.69万 | 0.90% | 8,071 | -150 | -1.8% | -$2.89万 | 减仓 |
| PAYX | Paychex Inc | $153.43万 | 0.89% | 16,655 | -725 | -4.2% | -$6.68万 | 减仓 |
| VIG | Vanguard Div Appreciation | $142.67万 | 0.83% | 6,634 | 20 | 0.3% | $4,301 | 加仓 |
| MRK | Merck & Co | $141.76万 | 0.82% | 11,785 | -420 | -3.4% | -$5.05万 | 减仓 |
| SUB | iShares Short Term Nat Muni Bd | $138.98万 | 0.81% | 13,050 | -900 | -6.5% | -$9.59万 | 减仓 |
| TSM | Taiwan Semiconductor Mfg ADR | $138.22万 | 0.80% | 4,090 | 30 | 0.7% | $1.01万 | 加仓 |
| PEP | Pepsico Inc | $130.44万 | 0.76% | 8,400 | -25 | -0.3% | -$3,882 | 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 |
| PSX | Phillips 66 | $129.35万 | 0.75% | 7,100 | -25 | -0.4% | -$4,554 | 减仓 |
| ECL | Ecolab Inc | $129.29万 | 0.75% | 4,860 | -100 | -2.0% | -$2.66万 | 减仓 |
| AOM | iShares Core Moderate Allocati | $128.96万 | 0.75% | 27,224 | 5,425 | 24.9% | $25.70万 | 加仓 |
| MCD | McDonalds Corp | $127.73万 | 0.74% | 4,110 | 0 | 0.0% | — | 不变 |
| MUB | iShares National Muni | $122.60万 | 0.71% | 11,550 | -700 | -5.7% | -$7.43万 | 减仓 |
| SPY | SPDR S&P 500 | $121.94万 | 0.71% | 1,875 | 0 | 0.0% | — | 不变 |
| SBUX | Starbucks Corp | $121.93万 | 0.71% | 13,610 | 110 | 0.8% | $9,855 | 加仓 |
| IBMQ | iShares iBonds Dec 2028 Term M | $119.99万 | 0.70% | 47,000 | 11,700 | 33.1% | $29.87万 | 加仓 |
| LHX | L3Harris Technologies Inc | $118.56万 | 0.69% | 3,435 | -5 | -0.1% | -$1,726 | 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 |
| BX | Blackstone Group Inc | $115.05万 | 0.67% | 10,005 | -15 | -0.1% | -$1,725 | 减仓 |
| COP | ConocoPhillips | $114.58万 | 0.67% | 8,680 | 0 | 0.0% | — | 不变 |
| V | Visa Inc | $113.19万 | 0.66% | 3,745 | -35 | -0.9% | -$1.06万 | 减仓 |
| ABBV | AbbVie Inc | $112.68万 | 0.65% | 5,181 | -100 | -1.9% | -$2.17万 | 减仓 |
| IBMP | iShares iBonds Dec 2027 Term M | $108.12万 | 0.63% | 42,500 | 6,200 | 17.1% | $15.77万 | 加仓 |
| CSX | CSX Corp | $106.28万 | 0.62% | 25,890 | 0 | 0.0% | — | 不变 |
| BDX | Becton Dickinson & Co | $105.58万 | 0.61% | 6,715 | 550 | 8.9% | $8.65万 | 加仓 |
| IDA | IdaCorp Incorporated | $104.88万 | 0.61% | 7,336 | 0 | 0.0% | — | 不变 |
| IBMO | iShares iBonds Dec 2026 Term M | $96.11万 | 0.56% | 37,500 | 5,000 | 15.4% | $12.81万 | 加仓 |
| ZTS | Zoetis Inc | $92.62万 | 0.54% | 7,835 | -115 | -1.4% | -$1.36万 | 减仓 |
| YUM | YUM! Brands Inc | $92.28万 | 0.54% | 5,935 | -20 | -0.3% | -$3,110 | 减仓 |
| UBER | Uber Technologies Inc | $92.07万 | 0.54% | 12,800 | -235 | -1.8% | -$1.69万 | 减仓 |
| IWY | iShares Russell Top 200 Growth | $89.81万 | 0.52% | 3,609 | 0 | 0.0% | — | 不变 |
| NEE | NextEra Energy Inc | $85.08万 | 0.49% | 9,160 | -500 | -5.2% | -$4.64万 | 减仓 |
| RPM | RPM International | $83.05万 | 0.48% | 8,355 | -200 | -2.3% | -$1.99万 | 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 |
| AMT | American Tower Corp | $80.94万 | 0.47% | 4,690 | -985 | -17.4% | -$17.00万 | 减仓 |
| VNQ | Vanguard REIT | $71.71万 | 0.42% | 8,085 | 0 | 0.0% | — | 不变 |
| — | Cigna Corp | $70.82万 | 0.41% | 2,655 | 0 | 0.0% | — | 不变 |
| — | Honeywell International Inc | $69.17万 | 0.40% | 3,060 | 100 | 3.4% | $2.26万 | 加仓 |
| LMT | Lockheed Martin Corp | $66.48万 | 0.39% | 1,100 | 0 | 0.0% | — | 不变 |
| IUSG | iShares Core S&P US Growth | $66.00万 | 0.38% | 4,255 | 0 | 0.0% | — | 不变 |
| QQQ | Invesco QQQ Trust | $65.51万 | 0.38% | 1,135 | -50 | -4.2% | -$2.89万 | 减仓 |
| DGX | Quest Diagnostics Inc | $64.18万 | 0.37% | 3,275 | -25 | -0.8% | -$4,900 | 减仓 |
| AOR | iShares Core Growth Allocation | $61.72万 | 0.36% | 9,591 | 127 | 1.3% | $8,173 | 加仓 |
| SOLS | Solstice Advanced Materials In | $61.60万 | 0.36% | 8,088 | 751 | 10.2% | $5.72万 | 加仓 |
| SPHY | SPDR Portfolio High Yield Bond | $61.22万 | 0.36% | 26,250 | 0 | 0.0% | — | 不变 |
| CL | Colgate-Palmolive Co | $59.75万 | 0.35% | 7,010 | -150 | -2.1% | -$1.28万 | 减仓 |
| MDLZ | Mondelez Intl Inc Cl A | $58.07万 | 0.34% | 10,075 | -1,650 | -14.1% | -$9.51万 | 减仓 |
| MMM | 3M Co | $54.61万 | 0.32% | 3,760 | 0 | 0.0% | — | 不变 |
| UNH | UnitedHealth Group Inc | $52.63万 | 0.31% | 1,945 | 0 | 0.0% | — | 不变 |
| WCN | Waste Connections Inc | $51.49万 | 0.30% | 3,170 | 0 | 0.0% | — | 不变 |
| EEMV | iShares MSCI EmergMkt Min Vol | $50.49万 | 0.29% | 7,800 | 0 | 0.0% | — | 不变 |
| WAT | Waters Corp | $49.58万 | 0.29% | 1,665 | 1,665 | — | $49.58万 | 新建仓 |
| MA | Mastercard Inc | $47.97万 | 0.28% | 960 | 0 | 0.0% | — | 不变 |
| WTRG | Essential Utilities Inc | $46.05万 | 0.27% | 11,436 | -7,275 | -38.9% | -$29.30万 | 减仓 |
| ED | Consolidated Edison Inc | $45.55万 | 0.26% | 4,025 | -100 | -2.4% | -$1.13万 | 减仓 |
| AMGN | Amgen Inc | $45.21万 | 0.26% | 1,285 | 0 | 0.0% | — | 不变 |
| CAVA | Cava Group Inc | $44.70万 | 0.26% | 5,525 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corp | $43.69万 | 0.25% | 2,575 | 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 |
| — | Labcorp Hldgs Inc. | $41.89万 | 0.24% | 1,570 | 0 | 0.0% | — | 不变 |
| EBAY | eBay Inc | $39.14万 | 0.23% | 4,300 | 0 | 0.0% | — | 不变 |
| EFA | iShares MSCI EAFE Index | $38.85万 | 0.23% | 4,000 | 0 | 0.0% | — | 不变 |
| MET | MetLife Inc | $38.19万 | 0.22% | 5,400 | -100 | -1.8% | -$7,072 | 减仓 |
| AWK | American Water Works Inc | $37.08万 | 0.22% | 2,725 | -200 | -6.8% | -$2.72万 | 减仓 |