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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | $931.07万 | 5.04% | 32,177 | -125 | -0.4% | -$3.62万 | 减仓 |
| MSFT | Microsoft Corporation | $735.78万 | 3.98% | 19,725 | -90 | -0.5% | -$3.36万 | 减仓 |
| GOOGL | Alphabet Inc Cl A | $635.01万 | 3.44% | 17,769 | -105 | -0.6% | -$3.75万 | 减仓 |
| COST | Costco Wholesale Corp | $530.79万 | 2.87% | 5,674 | 25 | 0.4% | $2.34万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $440.99万 | 2.39% | 8,813 | -220 | -2.4% | -$11.01万 | 减仓 |
| ORCL | Oracle Corp | $430.27万 | 2.33% | 29,360 | -100 | -0.3% | -$1.47万 | 减仓 |
| CSCO | Cisco Systems Inc | $427.50万 | 2.31% | 36,395 | -675 | -1.8% | -$7.93万 | 减仓 |
| GOOG | Alphabet Inc Cl C | $400.68万 | 2.17% | 11,340 | 0 | 0.0% | — | 不变 |
| IWM | iShares Russell 2000 Index | $382.17万 | 2.07% | 12,720 | -2 | -0.0% | -$601 | 减仓 |
| IBDT | iShares iBonds Dec 2028 Term C | $365.75万 | 1.98% | 144,850 | 6,000 | 4.3% | $15.15万 | 加仓 |
| AXP | American Express | $363.45万 | 1.97% | 10,745 | 35 | 0.3% | $1.18万 | 加仓 |
| GLW | Corning Inc | $341.00万 | 1.85% | 13,350 | -75 | -0.6% | -$1.92万 | 减仓 |
| RSP | Invesco S&P 500 Eq Wt | $323.52万 | 1.75% | 15,205 | 186 | 1.2% | $3.96万 | 加仓 |
| WRB | WR Berkley Corp | $318.50万 | 1.72% | 45,158 | 0 | 0.0% | — | 不变 |
| IBDU | iShares iBonds Dec 2029 Term C | $316.83万 | 1.72% | 136,800 | 4,050 | 3.1% | $9.38万 | 加仓 |
| GMED | Globus Medical Inc A | $316.04万 | 1.71% | 40,000 | 0 | 0.0% | — | 不变 |
| JPM | JP Morgan Chase & Co | $306.71万 | 1.66% | 9,370 | -125 | -1.3% | -$4.09万 | 减仓 |
| IBDS | iShares iBonds Dec 2027 Term C | $306.59万 | 1.66% | 126,585 | 1,250 | 1.0% | $3.03万 | 加仓 |
| JNJ | Johnson & Johnson | $297.17万 | 1.61% | 11,701 | -98 | -0.8% | -$2.49万 | 减仓 |
| IEFA | iShares Core MSCI EAFE | $268.92万 | 1.46% | 27,845 | -145 | -0.5% | -$1.40万 | 减仓 |
| BAC | Bank of America Corp | $249.97万 | 1.35% | 43,870 | -200 | -0.5% | -$1.14万 | 减仓 |
| FDVV | Fidelity High Dividend | $247.82万 | 1.34% | 41,104 | 1,185 | 3.0% | $7.14万 | 加仓 |
| IBDV | iShares iBonds Dec 2030 Term C | $222.03万 | 1.20% | 101,850 | 6,750 | 7.1% | $14.71万 | 加仓 |
| IBDR | iShares iBonds Dec 2026 Term C | $218.37万 | 1.18% | 90,125 | 100 | 0.1% | $2,423 | 加仓 |
| TCAF | T Rowe Price Capital Apprec Eq | $211.66万 | 1.15% | 51,500 | 2,625 | 5.4% | $10.79万 | 加仓 |
| PG | Procter & Gamble | $210.36万 | 1.14% | 14,345 | 0 | 0.0% | — | 不变 |
| HD | Home Depot Inc | $197.99万 | 1.07% | 5,614 | -5 | -0.1% | -$1,763 | 减仓 |
| TSM | Taiwan Semiconductor Mfg ADR | $194.13万 | 1.05% | 4,065 | -25 | -0.6% | -$1.19万 | 减仓 |
| TJX | TJX Companies Inc | $190.36万 | 1.03% | 12,565 | 100 | 0.8% | $1.52万 | 加仓 |
| SYY | Sysco Corporation | $188.06万 | 1.02% | 22,500 | -150 | -0.7% | -$1.25万 | 减仓 |
| VLO | Valero Energy Corp | $187.52万 | 1.02% | 7,200 | -50 | -0.7% | -$1.30万 | 减仓 |
| WM | Waste Management Inc | $186.22万 | 1.01% | 8,355 | -100 | -1.2% | -$2.23万 | 减仓 |
| ADP | Automatic Data Processing | $178.60万 | 0.97% | 7,975 | 0 | 0.0% | — | 不变 |
| INTU | Intuit Inc | $174.09万 | 0.94% | 6,670 | -715 | -9.7% | -$18.66万 | 减仓 |
| CVX | Chevron Corp | $173.63万 | 0.94% | 10,475 | 0 | 0.0% | — | 不变 |
| LOW | Lowes Companies Inc | $164.93万 | 0.89% | 7,480 | 0 | 0.0% | — | 不变 |
| PAYX | Paychex Inc | $163.77万 | 0.89% | 16,655 | 0 | 0.0% | — | 不变 |
| WMT | Walmart Inc | $156.70万 | 0.85% | 13,835 | 210 | 1.5% | $2.38万 | 加仓 |
| RTX | RTX Corp | $152.18万 | 0.82% | 8,021 | -50 | -0.6% | -$9,486 | 减仓 |
| MRK | Merck & Co | $150.79万 | 0.82% | 11,735 | -50 | -0.4% | -$6,425 | 减仓 |
| VIG | Vanguard Div Appreciation | $147.51万 | 0.80% | 6,234 | -400 | -6.0% | -$9.46万 | 减仓 |
| IBDW | iShares iBonds Dec 2031 Term C | $142.86万 | 0.77% | 68,550 | 6,500 | 10.5% | $13.55万 | 加仓 |
| SPY | SPDR S&P 500 | $140.02万 | 0.76% | 1,875 | 0 | 0.0% | — | 不变 |
| SBUX | Starbucks Corp | $139.08万 | 0.75% | 13,610 | 0 | 0.0% | — | 不变 |
| SUB | iShares Short Term Nat Muni Bd | $136.81万 | 0.74% | 12,850 | -200 | -1.5% | -$2.13万 | 减仓 |
| AOM | iShares Core Moderate Allocati | $135.85万 | 0.74% | 27,229 | 5 | 0.0% | $249 | 加仓 |
| ECL | Ecolab Inc | $135.40万 | 0.73% | 4,860 | 0 | 0.0% | — | 不变 |
| ABBV | AbbVie Inc | $130.37万 | 0.71% | 5,181 | 0 | 0.0% | — | 不变 |
| V | Visa Inc | $128.49万 | 0.70% | 3,745 | 0 | 0.0% | — | 不变 |
| IBMQ | iShares iBonds Dec 2028 Term M | $126.62万 | 0.69% | 49,500 | 2,500 | 5.3% | $6.39万 | 加仓 |
| IBMR | iShares iBonds Dec 2029 Term M | $123.14万 | 0.67% | 48,500 | 2,500 | 5.4% | $6.35万 | 加仓 |
| MUB | iShares National Muni | $122.15万 | 0.66% | 11,350 | -200 | -1.7% | -$2.15万 | 减仓 |
| CSX | CSX Corp | $121.87万 | 0.66% | 25,640 | -250 | -1.0% | -$1.19万 | 减仓 |
| PSX | Phillips 66 | $120.03万 | 0.65% | 7,100 | 0 | 0.0% | — | 不变 |
| BX | Blackstone Group Inc | $115.08万 | 0.62% | 9,780 | -225 | -2.2% | -$2.65万 | 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 |
| PEP | Pepsico Inc | $112.72万 | 0.61% | 8,325 | -75 | -0.9% | -$1.02万 | 减仓 |
| MCD | McDonalds Corp | $111.10万 | 0.60% | 4,110 | 0 | 0.0% | — | 不变 |
| IDA | IdaCorp Incorporated | $110.99万 | 0.60% | 7,336 | 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 |
| IWY | iShares Russell Top 200 Growth | $104.88万 | 0.57% | 3,609 | 0 | 0.0% | — | 不变 |
| IBMO | iShares iBonds Dec 2026 Term M | $103.84万 | 0.56% | 40,500 | 3,000 | 8.0% | $7.69万 | 加仓 |
| BDX | Becton Dickinson & Co | $103.59万 | 0.56% | 6,845 | 130 | 1.9% | $1.97万 | 加仓 |
| LHX | L3Harris Technologies Inc | $99.82万 | 0.54% | 3,435 | 0 | 0.0% | — | 不变 |
| YUM | YUM! Brands Inc | $94.88万 | 0.51% | 5,935 | 0 | 0.0% | — | 不变 |
| RPM | RPM International | $92.87万 | 0.50% | 8,355 | 0 | 0.0% | — | 不变 |
| UBER | Uber Technologies Inc | $92.36万 | 0.50% | 12,800 | 0 | 0.0% | — | 不变 |
| COP | ConocoPhillips | $90.24万 | 0.49% | 8,680 | 0 | 0.0% | — | 不变 |
| QQQ | Invesco QQQ Trust | $83.58万 | 0.45% | 1,135 | 0 | 0.0% | — | 不变 |
| UNH | UnitedHealth Group Inc | $80.84万 | 0.44% | 1,945 | 0 | 0.0% | — | 不变 |
| NEE | NextEra Energy Inc | $79.96万 | 0.43% | 9,110 | -50 | -0.5% | -$4,389 | 减仓 |
| IUSG | iShares Core S&P US Growth | $79.28万 | 0.43% | 4,215 | -40 | -0.9% | -$7,524 | 减仓 |
| VNQ | Vanguard REIT | $78.93万 | 0.43% | 8,185 | 100 | 1.2% | $9,643 | 加仓 |
| — | Cigna Corp | $73.19万 | 0.40% | 2,655 | 0 | 0.0% | — | 不变 |
| SOLS | Solstice Advanced Materials In | $71.66万 | 0.39% | 8,088 | 0 | 0.0% | — | 不变 |
| DGX | Quest Diagnostics Inc | $69.41万 | 0.38% | 3,275 | 0 | 0.0% | — | 不变 |
| WAT | Waters Corp | $66.79万 | 0.36% | 1,781 | 116 | 7.0% | $4.35万 | 加仓 |
| AOR | iShares Core Growth Allocation | $66.68万 | 0.36% | 9,594 | 3 | 0.0% | $209 | 加仓 |
| CL | Colgate-Palmolive Co | $64.27万 | 0.35% | 7,010 | 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 |
| MMM | 3M Co | $60.88万 | 0.33% | 3,760 | 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 |
| EEMV | iShares MSCI EmergMkt Min Vol | $58.72万 | 0.32% | 7,800 | 0 | 0.0% | — | 不变 |
| MDLZ | Mondelez Intl Inc Cl A | $57.12万 | 0.31% | 9,875 | -200 | -2.0% | -$1.16万 | 减仓 |
| ZTS | Zoetis Inc | $56.84万 | 0.31% | 7,910 | 75 | 1.0% | $5,390 | 加仓 |
| LMT | Lockheed Martin Corp | $56.04万 | 0.30% | 1,100 | 0 | 0.0% | — | 不变 |
| VTI | Vanguard Total Stock Mkt | $55.26万 | 0.30% | 1,493 | 487 | 48.4% | $18.02万 | 加仓 |
| — | iShares iBonds Dec 2031 Term M | $54.18万 | 0.29% | 21,000 | 4,000 | 23.5% | $10.32万 | 加仓 |
| WCN | Waste Connections Inc | $52.84万 | 0.29% | 3,170 | 0 | 0.0% | — | 不变 |
| MA | Mastercard Inc | $49.31万 | 0.27% | 960 | 0 | 0.0% | — | 不变 |
| EBAY | eBay Inc | $48.05万 | 0.26% | 4,300 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc | $46.53万 | 0.25% | 1,285 | 0 | 0.0% | — | 不变 |
| ED | Consolidated Edison Inc | $44.53万 | 0.24% | 4,025 | 0 | 0.0% | — | 不变 |
| MET | MetLife Inc | $44.42万 | 0.24% | 5,250 | -150 | -2.8% | -$1.27万 | 减仓 |
| CAVA | Cava Group Inc | $44.15万 | 0.24% | 5,625 | 100 | 1.8% | $7,848 | 加仓 |
| — | Labcorp Hldgs Inc. | $43.96万 | 0.24% | 1,570 | 0 | 0.0% | — | 不变 |
| WTRG | Essential Utilities Inc | $43.81万 | 0.24% | 11,436 | 0 | 0.0% | — | 不变 |
| EFA | iShares MSCI EAFE Index | $41.55万 | 0.22% | 4,000 | 0 | 0.0% | — | 不变 |
| VGT | Vanguard Info Technology | $41.11万 | 0.22% | 3,440 | 0 | 0.0% | — | 不变 |
| MAS | Masco Corp | $39.87万 | 0.22% | 4,900 | 0 | 0.0% | — | 不变 |