13F 机构持仓

Radnor Capital Management, LLC

WAYNE PA · SEC CIK 0001696867

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$7.12亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MRK 9.4%
AAPL 3.0%
JPM 2.5%
AZO 2.4%
IBM 2.3%
GEV 2.2%
AXP 1.8%
LLY 1.6%
GOOGL 1.6%
JNJ 1.5%

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
— EXXON MOBIL CORP $00.00%0 -147,431-100.0% -$2,501.31万 清仓
NFLX NETFLIX INC. $00.00%0 -13,560-100.0% -$130.38万 清仓
AIG AMERICAN INTL GROUP INC $00.00%0 -15,154-100.0% -$114.03万 清仓
CHWY CHEWY INC $00.00%0 -15,100-100.0% -$40.77万 清仓
TECH BIO-TECHNE CORP $00.00%0 -6,890-100.0% -$36.01万 清仓
AVY AVERY DENNISON CORP $00.00%0 -1,790-100.0% -$30.91万 清仓
OTIS OTIS WORLDWIDE CORP $00.00%0 -3,892-100.0% -$30.00万 清仓
VEEV VEEVA SYS INC $00.00%0 -1,650-100.0% -$28.98万 清仓
OGN ORGANON & CO $00.00%0 -43,316-100.0% -$25.95万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -3,852-100.0% -$24.17万 清仓
BR BROADRIDGE FINL SOLUTIONS IN $00.00%0 -1,407-100.0% -$22.86万 清仓
LHX L3HARRIS TECHNOLOGIES INC $00.00%0 -640-100.0% -$22.09万 清仓
ONT MONTROSE ENVIRONMENTAL GROUP $00.00%0 -9,975-100.0% -$21.84万 清仓
OC OWENS CORNING NEW $00.00%0 -2,000-100.0% -$21.64万 清仓
SLV ISHARES SILVER TR $00.00%0 -3,000-100.0% -$20.44万 清仓
IAU ISHARES GOLD TR $00.00%0 -2,270-100.0% -$20.01万 清仓
— MILESTONE SCIENTIFIC INC $4,8150.00%15,000 00.0% — 不变
PBR PETROLEO BRASILEIRO S A $16.89万0.02%10,450 00.0% — 不变
NET CLOUDFLARE INC $20.11万0.03%820 820— $20.11万 新建仓
NVDA NVIDIA CORPORATION $20.15万0.03%1,007 1,007— $20.15万 新建仓
PYPL PAYPAL HLDGS INC $20.53万0.03%4,754 -111-2.3% -$4,793 减仓
WEC WEC ENERGY GROUP INC $20.76万0.03%1,778 00.0% — 不变
TER TERADYNE INC $20.81万0.03%430 430— $20.81万 新建仓
HUM HUMANA INC $21.05万0.03%530 530— $21.05万 新建仓
ALL ALLSTATE CORP $21.18万0.03%890 -200-18.3% -$4.76万 减仓
VTV VANGUARD INDEX FDS $21.44万0.03%984 984— $21.44万 新建仓
BOH BANK HAWAII CORP $21.59万0.03%2,649 2,649— $21.59万 新建仓
ED CONSOLIDATED EDISON INC $21.99万0.03%1,988 00.0% — 不变
IDV ISHARES TR $22.02万0.03%5,315 00.0% — 不变
RRX REGAL REXNORD CORPORATION $22.15万0.03%930 930— $22.15万 新建仓
PPL PPL CORP $22.48万0.03%6,184 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $22.74万0.03%2,641 -200-7.0% -$1.72万 减仓
SCHE SCHWAB STRATEGIC TR $22.86万0.03%6,305 00.0% — 不变
HSY HERSHEY CO $23.25万0.03%1,325 00.0% — 不变
DEO DIAGEO PLC $23.33万0.03%2,902 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $24.25万0.03%6,712 6,712— $24.25万 新建仓
BKMI BNY MELLON ETF TRUST II $24.62万0.03%9,310 9,310— $24.62万 新建仓
CNI CANADIAN NATL RY CO $25.04万0.04%2,100 00.0% — 不变
THO THOR INDS INC $25.10万0.04%3,339 -2,600-43.8% -$19.54万 减仓
ECL ECOLAB INC $25.77万0.04%925 00.0% — 不变
NTR NUTRIEN LTD $26.44万0.04%4,200 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $26.64万0.04%1,257 00.0% — 不变
IFF INTERNATIONAL FLAVORS&FRAGRA $26.91万0.04%3,397 -63-1.8% -$4,991 减仓
OMC OMNICOM GROUP INC $26.95万0.04%3,700 00.0% — 不变
INTC INTEL CORP $27.23万0.04%1,950 1,950— $27.23万 新建仓
EFV ISHARES TR $27.26万0.04%3,561 00.0% — 不变
DORM DORMAN PRODS INC $27.29万0.04%2,000 00.0% — 不变
ASO ACADEMY SPORTS & OUTDOORS IN $27.36万0.04%5,805 -12,280-67.9% -$57.88万 减仓
CARR CARRIER GLOBAL CORPORATION $27.37万0.04%3,732 00.0% — 不变
BSV VANGUARD BD INDEX FDS $27.63万0.04%3,547 00.0% — 不变
IJK ISHARES TR $27.64万0.04%2,352 00.0% — 不变
CLX CLOROX CO DEL $27.79万0.04%2,912 00.0% — 不变
BIV VANGUARD BD INDEX FDS $28.09万0.04%3,662 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $29.83万0.04%10,768 00.0% — 不变
PSX PHILLIPS 66 $30.29万0.04%1,792 00.0% — 不变
TEL TE CONNECTIVITY PLC $30.73万0.04%1,524 00.0% — 不变
MU MICRON TECHNOLOGY INC $31.17万0.04%270 270— $31.17万 新建仓
SHW SHERWIN WILLIAMS CO $31.51万0.04%915 -300-24.7% -$10.33万 减仓
FROG JFROG LTD $31.81万0.04%3,500 3,500— $31.81万 新建仓
HSIC SCHEIN HENRY INC $31.86万0.04%3,815 -7,600-66.6% -$63.48万 减仓
VALE VALE S A $32.31万0.05%21,484 -10,000-31.8% -$15.04万 减仓
ROP ROPER TECHNOLOGIES INC $32.32万0.05%955 37965.8% $12.82万 加仓
MDT MEDTRONIC PLC $32.62万0.05%4,170 -550-11.7% -$4.30万 减仓
APA APA CORPORATION $33.38万0.05%10,250 -5,966-36.8% -$19.43万 减仓
AME AMETEK INC $33.87万0.05%1,400 00.0% — 不变
IWO ISHARES TR $34.27万0.05%870 00.0% — 不变
DHR DANAHER CORP DEL $34.31万0.05%1,801 00.0% — 不变
HALO HALOZYME THERAPEUTICS INC $34.74万0.05%4,438 4,438— $34.74万 新建仓
VEU VANGUARD INTL EQUITY INDEX F $35.02万0.05%4,181 -65-1.5% -$5,444 减仓
TTEK TETRA TECH INC NEW $35.03万0.05%12,125 -32,095-72.6% -$92.72万 减仓
AMT AMERICAN TOWER CORP $35.08万0.05%2,145 120.6% $1,962 加仓
BDX BECTON DICKINSON & CO $35.23万0.05%2,328 00.0% — 不变
SF STIFEL FINL CORP $35.65万0.05%5,109 -2,500-32.9% -$17.44万 减仓
ETN EATON CORP PLC $36.05万0.05%846 00.0% — 不变
IWP ISHARES TR $36.30万0.05%2,479 00.0% — 不变
VTHR VANGUARD SCOTTSDALE FDS $36.46万0.05%1,100 00.0% — 不变
J JACOBS SOLUTIONS INC $36.72万0.05%2,914 00.0% — 不变
FISV FISERV INC $36.91万0.05%7,524 00.0% — 不变
DE DEERE & CO $36.92万0.05%582 00.0% — 不变
LIN LINDE PLC $38.04万0.05%733 00.0% — 不变
EAT BRINKER INTL INC $38.81万0.05%2,310 00.0% — 不变
IEFA ISHARES TR $39.60万0.06%4,100 00.0% — 不变
LOPE GRAND CANYON ED INC $40.07万0.06%2,800 00.0% — 不变
SYY SYSCO CORP $40.08万0.06%4,795 00.0% — 不变
SO SOUTHERN CO $40.20万0.06%4,200 00.0% — 不变
HONA HONEYWELL AEROSPACE INC $40.78万0.06%1,845 1,845— $40.78万 新建仓
SJM SMUCKER J M CO $40.96万0.06%3,641 -150-4.0% -$1.69万 减仓
HON HONEYWELL INTL INC $41.30万0.06%1,845 -1,852-50.1% -$41.46万 减仓
BROS DUTCH BROS INC $41.54万0.06%5,785 500.9% $3,591 加仓
MSI MOTOROLA SOLUTIONS INC $43.27万0.06%1,042 00.0% — 不变
FHN FIRST HORIZON CORPORATION $43.65万0.06%17,025 -1,400-7.6% -$3.59万 减仓
VO VANGUARD INDEX FDS $44.73万0.06%5,552 00.0% — 不变
BAC BANK OF AMER CORP $44.81万0.06%7,865 00.0% — 不变
PRI PRIMERICA INC $45.47万0.06%1,600 00.0% — 不变
STZ CONSTELLATION BRANDS INC $45.89万0.06%3,299 -5-0.2% -$695 减仓
GDXJ VANECK ETF TRUST $47.16万0.07%4,800 00.0% — 不变
CWI SPDR INDEX SHS FDS $48.80万0.07%12,000 00.0% — 不变
IJR ISHARES TR $48.87万0.07%3,295 -10-0.3% -$1,483 减仓
VFC V F CORP $49.39万0.07%32,150 00.0% — 不变
ITOT ISHARES TR $49.46万0.07%3,011 00.0% — 不变