Radnor Capital Management, LLC
WAYNE PA · SEC CIK 0001696867
$7.12亿2026Q2 申报市值
312持仓数
28.2%前十大占比 · 第一大 9.4%
19 / 16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
LNG 加仓+$128.44万
DLR 加仓+$125.08万
ABBV 加仓+$117.52万
AVGO 加仓+$104.18万
P 加仓+$96.73万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$2,501.31万
GLW 减仓-$284.04万
DY 减仓-$166.34万
DD 减仓-$161.47万
CAT 减仓-$135.77万
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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $6,667.86万 | 9.36% | 518,900 | -543 | -0.1% | -$6.98万 | 减仓 |
| AAPL | APPLE INC | $2,110.34万 | 2.96% | 72,931 | -156 | -0.2% | -$4.51万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,808.92万 | 2.54% | 55,263 | -10 | -0.0% | -$3,273 | 减仓 |
| AZO | AUTOZONE INC | $1,738.27万 | 2.44% | 5,439 | -5 | -0.1% | -$1.60万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,622.61万 | 2.28% | 57,701 | -200 | -0.3% | -$5.62万 | 减仓 |
| GEV | GE VERNOVA INC | $1,550.35万 | 2.18% | 13,196 | -412 | -3.0% | -$48.40万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,253.22万 | 1.76% | 37,050 | -25 | -0.1% | -$8,456 | 减仓 |
| LLY | ELI LILLY & CO | $1,132.50万 | 1.59% | 9,442 | -225 | -2.3% | -$26.99万 | 减仓 |
| GOOGL | ALPHABET INC | $1,124.11万 | 1.58% | 31,455 | 2 | 0.0% | $715 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,082.62万 | 1.52% | 42,628 | -60 | -0.1% | -$1.52万 | 减仓 |
| GE | GE AEROSPACE | $1,081.87万 | 1.52% | 28,948 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $1,040.17万 | 1.46% | 72,663 | 83 | 0.1% | $1.19万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $1,026.83万 | 1.44% | 44,051 | -475 | -1.1% | -$11.07万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,005.29万 | 1.41% | 26,950 | 29 | 0.1% | $1.08万 | 加仓 |
| GLW | CORNING INC | $954.34万 | 1.34% | 37,362 | -11,120 | -22.9% | -$284.04万 | 减仓 |
| WMT | WALMART INC | $816.05万 | 1.15% | 72,051 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $755.12万 | 1.06% | 7,091 | -1,275 | -15.2% | -$135.77万 | 减仓 |
| AFL | AFLAC INC | $747.89万 | 1.05% | 63,786 | -350 | -0.5% | -$4.10万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $747.86万 | 1.05% | 81,210 | -1,180 | -1.4% | -$10.87万 | 减仓 |
| ABBV | ABBVIE INC | $718.16万 | 1.01% | 28,539 | 4,670 | 19.6% | $117.52万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $698.58万 | 0.98% | 75,710 | -7,300 | -8.8% | -$67.36万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $675.50万 | 0.95% | 7,000 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $646.34万 | 0.91% | 72,000 | 2,710 | 3.9% | $24.33万 | 加仓 |
| AMZN | AMAZON COM INC | $639.78万 | 0.90% | 26,843 | 541 | 2.1% | $12.89万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $627.88万 | 0.88% | 29,510 | 2,057 | 7.5% | $43.77万 | 加仓 |
| CSCO | CISCO SYS INC | $572.55万 | 0.80% | 48,744 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $559.45万 | 0.79% | 34,553 | -240 | -0.7% | -$3.89万 | 减仓 |
| CB | CHUBB LIMITED | $522.12万 | 0.73% | 15,323 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $460.87万 | 0.65% | 6,082 | -25 | -0.4% | -$1.89万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $456.54万 | 0.64% | 79,233 | -465 | -0.6% | -$2.68万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $437.13万 | 0.61% | 16,162 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $436.01万 | 0.61% | 12,340 | -110 | -0.9% | -$3.89万 | 减仓 |
| SYK | STRYKER CORPORATION | $421.51万 | 0.59% | 13,388 | 1,383 | 11.5% | $43.54万 | 加仓 |
| CI | THE CIGNA GROUP | $420.74万 | 0.59% | 15,262 | -74 | -0.5% | -$2.04万 | 减仓 |
| WM | WASTE MGMT INC DEL | $406.11万 | 0.57% | 18,221 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $405.84万 | 0.57% | 11,829 | 282 | 2.4% | $9.68万 | 加仓 |
| DY | DYCOM INDS INC | $397.55万 | 0.56% | 7,863 | -3,290 | -29.5% | -$166.34万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $392.15万 | 0.55% | 15,789 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $390.49万 | 0.55% | 21,585 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $385.20万 | 0.54% | 37,235 | 5,320 | 16.7% | $55.04万 | 加仓 |
| P | EVERPURE INC | $384.72万 | 0.54% | 48,828 | 12,277 | 33.6% | $96.73万 | 加仓 |
| ILMN | ILLUMINA INC | $383.66万 | 0.54% | 21,820 | 50 | 0.2% | $8,792 | 加仓 |
| PG | PROCTER & GAMBLE CO | $382.03万 | 0.54% | 26,052 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $381.64万 | 0.54% | 20,115 | -54 | -0.3% | -$1.02万 | 减仓 |
| QCOM | QUALCOMM INC | $362.23万 | 0.51% | 19,602 | 925 | 5.0% | $17.09万 | 加仓 |
| AON | AON PLC | $354.71万 | 0.50% | 10,694 | 147 | 1.4% | $4.88万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $352.94万 | 0.50% | 26,633 | -955 | -3.5% | -$12.66万 | 减仓 |
| CVX | CHEVRON CORPORATION | $352.52万 | 0.50% | 21,267 | -142 | -0.7% | -$2.35万 | 减仓 |
| KO | COCA COLA CO | $349.09万 | 0.49% | 42,954 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $348.25万 | 0.49% | 77,201 | -9,925 | -11.4% | -$44.77万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $345.21万 | 0.48% | 19,951 | -350 | -1.7% | -$6.06万 | 减仓 |
| CPAY | CORPAY INC | $329.44万 | 0.46% | 9,885 | 24 | 0.2% | $7,998 | 加仓 |
| IWF | ISHARES TR | $320.01万 | 0.45% | 25,772 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $319.19万 | 0.45% | 4,433 | -1,380 | -23.7% | -$99.37万 | 减仓 |
| MO | ALTRIA GROUP INC | $317.99万 | 0.45% | 44,196 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $315.27万 | 0.44% | 33,755 | 7,555 | 28.8% | $70.56万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $311.13万 | 0.44% | 6,782 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $305.93万 | 0.43% | 57,539 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $304.69万 | 0.43% | 56,205 | -800 | -1.4% | -$4.34万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $303.28万 | 0.43% | 20,757 | -1,042 | -4.8% | -$15.22万 | 减仓 |
| VB | VANGUARD INDEX FDS | $297.88万 | 0.42% | 9,827 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $293.76万 | 0.41% | 10,800 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $285.78万 | 0.40% | 8,103 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $282.07万 | 0.40% | 12,645 | -250 | -1.9% | -$5.58万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $279.80万 | 0.39% | 7,235 | -135 | -1.8% | -$5.22万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $273.50万 | 0.38% | 26,130 | -3,000 | -10.3% | -$31.40万 | 减仓 |
| MS | MORGAN STANLEY | $261.70万 | 0.37% | 12,519 | -140 | -1.1% | -$2.93万 | 减仓 |
| PEP | PEPSICO INC | $260.77万 | 0.37% | 19,259 | -250 | -1.3% | -$3.39万 | 减仓 |
| DIS | DISNEY WALT CO | $256.84万 | 0.36% | 26,685 | -600 | -2.2% | -$5.77万 | 减仓 |
| USB | US BANCORP | $253.96万 | 0.36% | 42,046 | -750 | -1.8% | -$4.53万 | 减仓 |
| GMED | GLOBUS MED INC | $253.62万 | 0.36% | 32,100 | -2,000 | -5.9% | -$15.80万 | 减仓 |
| LFUS | LITTELFUSE INC | $252.48万 | 0.35% | 5,545 | -400 | -6.7% | -$18.21万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $251.76万 | 0.35% | 14,125 | 925 | 7.0% | $16.49万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $248.67万 | 0.35% | 13,024 | 2,389 | 22.5% | $45.61万 | 加仓 |
| DLTR | DOLLAR TREE INC | $246.29万 | 0.35% | 20,363 | -220 | -1.1% | -$2.66万 | 减仓 |
| LOW | LOWES COS INC | $245.89万 | 0.35% | 11,152 | -65 | -0.6% | -$1.43万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $243.47万 | 0.34% | 26,915 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $241.32万 | 0.34% | 9,801 | -25 | -0.3% | -$6,155 | 减仓 |
| AMGN | AMGEN INC | $238.85万 | 0.34% | 6,596 | -4 | -0.1% | -$1,448 | 减仓 |
| CMCSA | COMCAST CORP NEW | $233.24万 | 0.33% | 95,007 | -775 | -0.8% | -$1.90万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $231.78万 | 0.33% | 6,543 | 0 | 0.0% | — | 不变 |
| IBP | INSTALLED BLDG PRODS INC | $231.29万 | 0.32% | 10,063 | 410 | 4.2% | $9.42万 | 加仓 |
| JBL | JABIL INC | $230.75万 | 0.32% | 5,986 | -1,990 | -24.9% | -$76.71万 | 减仓 |
| FTNT | FORTINET INC | $227.97万 | 0.32% | 14,840 | -1,000 | -6.3% | -$15.36万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $224.64万 | 0.32% | 53,056 | -250 | -0.5% | -$1.06万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $222.92万 | 0.31% | 7,613 | -2,655 | -25.9% | -$77.74万 | 减仓 |
| AVGO | BROADCOM INC | $221.51万 | 0.31% | 5,864 | 2,758 | 88.8% | $104.18万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $221.43万 | 0.31% | 70,050 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $221.25万 | 0.31% | 6,480 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $218.20万 | 0.31% | 25,765 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $217.79万 | 0.31% | 51,136 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $216.03万 | 0.30% | 8,965 | -25 | -0.3% | -$6,024 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $213.00万 | 0.30% | 9,511 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $209.66万 | 0.29% | 8,772 | 5,374 | 158.2% | $128.44万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $208.42万 | 0.29% | 2,791 | -2 | -0.1% | -$1,494 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $207.15万 | 0.29% | 53,280 | 1,485 | 2.9% | $5.77万 | 加仓 |
| ASML | ASML HLDG NV | $203.12万 | 0.29% | 1,021 | -19 | -1.8% | -$3.78万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $196.09万 | 0.28% | 4,348 | -75 | -1.7% | -$3.38万 | 减仓 |
| BA | BOEING CO | $190.60万 | 0.27% | 8,805 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $188.28万 | 0.26% | 4,530 | -74 | -1.6% | -$3.08万 | 减仓 |