Radnor Capital Management, LLC
WAYNE PA · SEC CIK 0001696867
$6.76亿2026Q1 申报市值
308持仓数
29.3%前十大占比 · 第一大 9.2%
4 / 8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
RSP 加仓+$188.77万
NFLX 新建仓+$130.38万
LFUS 加仓+$115.14万
JBL 加仓+$76.18万
SLB 加仓+$57.15万
2026Q1 卖出最多 按季末市值估算
WST 清仓-$165.08万
IWM 减仓-$152.15万
V 减仓-$111.47万
QCOM 减仓-$88.86万
TECH 减仓-$62.58万
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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $144.61万 | 0.21% | 4,653 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $145.03万 | 0.21% | 23,640 | -100 | -0.4% | -$6,135 | 减仓 |
| SLB | SLB LIMITED | $145.19万 | 0.21% | 28,253 | 11,120 | 64.9% | $57.15万 | 加仓 |
| GRMN | GARMIN LTD | $153.52万 | 0.23% | 6,617 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $154.37万 | 0.23% | 1,332 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $157.26万 | 0.23% | 17,071 | 25 | 0.1% | $2,303 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $161.32万 | 0.24% | 40,060 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $162.02万 | 0.24% | 35,860 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC | $162.73万 | 0.24% | 28,695 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG | $164.98万 | 0.24% | 55,400 | -13,000 | -19.0% | -$38.71万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $169.96万 | 0.25% | 8,990 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $173.19万 | 0.26% | 18,432 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $174.39万 | 0.26% | 18,776 | 3,213 | 20.6% | $29.84万 | 加仓 |
| BA | BOEING CO | $175.25万 | 0.26% | 8,805 | -326 | -3.6% | -$6.49万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $176.54万 | 0.26% | 3,720 | -150 | -3.9% | -$7.12万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $181.64万 | 0.27% | 2,793 | -4 | -0.1% | -$2,601 | 减仓 |
| BLK | BLACKROCK INC | $183.11万 | 0.27% | 1,904 | -15 | -0.8% | -$1.44万 | 减仓 |
| CBRE | CBRE GROUP INC | $184.70万 | 0.27% | 13,635 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $187.68万 | 0.28% | 10,253 | 2,353 | 29.8% | $43.07万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $188.37万 | 0.28% | 10,525 | -450 | -4.1% | -$8.05万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $193.24万 | 0.29% | 9,511 | -1,295 | -12.0% | -$26.31万 | 减仓 |
| EVR | EVERCORE INC | $193.43万 | 0.29% | 6,480 | 30 | 0.5% | $8,955 | 加仓 |
| ABT | ABBOTT LABORATORIES | $194.92万 | 0.29% | 18,985 | -300 | -1.6% | -$3.08万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $200.56万 | 0.30% | 10,268 | 559 | 5.8% | $10.92万 | 加仓 |
| LFUS | LITTELFUSE INC | $201.74万 | 0.30% | 5,945 | 3,393 | 133.0% | $115.14万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $204.47万 | 0.30% | 9,826 | -70 | -0.7% | -$1.46万 | 减仓 |
| BN | BROOKFIELD CORP | $206.95万 | 0.31% | 51,136 | -1,000 | -1.9% | -$4.05万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $207.45万 | 0.31% | 87,126 | -600 | -0.7% | -$1.43万 | 减仓 |
| MS | MORGAN STANLEY | $208.33万 | 0.31% | 12,659 | -40 | -0.3% | -$6,583 | 减仓 |
| ADBE | ADOBE INC | $210.68万 | 0.31% | 8,667 | 295 | 3.5% | $7.17万 | 加仓 |
| JBL | JABIL INC | $211.87万 | 0.31% | 7,976 | 2,868 | 56.1% | $76.18万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $212.39万 | 0.31% | 10,635 | 10 | 0.1% | $1,997 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $214.05万 | 0.32% | 29,130 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $215.54万 | 0.32% | 26,915 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $215.68万 | 0.32% | 25,765 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $215.76万 | 0.32% | 7,370 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $215.80万 | 0.32% | 36,551 | -115 | -0.3% | -$6,790 | 减仓 |
| PFE | PFIZER INC | $220.40万 | 0.33% | 78,490 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $220.50万 | 0.33% | 12,895 | -70 | -0.5% | -$1.20万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $222.30万 | 0.33% | 528 | -6 | -1.1% | -$2.53万 | 减仓 |
| USB | US BANCORP | $222.58万 | 0.33% | 42,796 | -600 | -1.4% | -$3.12万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $224.57万 | 0.33% | 6,543 | -40 | -0.6% | -$1.37万 | 减仓 |
| DLTR | DOLLAR TREE INC | $225.40万 | 0.33% | 20,583 | -1,075 | -5.0% | -$11.77万 | 减仓 |
| CVS | CVS HEALTH CORP | $229.22万 | 0.34% | 31,915 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $231.19万 | 0.34% | 4,423 | -20 | -0.5% | -$1.05万 | 减仓 |
| AMGN | AMGEN INC | $232.22万 | 0.34% | 6,600 | -256 | -3.7% | -$9.01万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $238.33万 | 0.35% | 20,301 | -75 | -0.4% | -$8,805 | 减仓 |
| QCOM | QUALCOMM INC | $240.52万 | 0.36% | 18,677 | -6,900 | -27.0% | -$88.86万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $242.97万 | 0.36% | 51,795 | -576 | -1.1% | -$2.70万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $255.95万 | 0.38% | 9,653 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $257.39万 | 0.38% | 9,827 | 55 | 0.6% | $1.44万 | 加仓 |
| UNP | UNION PAC CORP | $262.03万 | 0.39% | 10,800 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $262.97万 | 0.39% | 27,285 | -100 | -0.4% | -$9,638 | 减仓 |
| LOW | LOWES COS INC | $265.04万 | 0.39% | 11,217 | -30 | -0.3% | -$7,088 | 减仓 |
| HD | HOME DEPOT INC | $266.50万 | 0.39% | 8,103 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $267.60万 | 0.40% | 53,306 | -832 | -1.5% | -$4.18万 | 减仓 |
| ILMN | ILLUMINA INC | $268.34万 | 0.40% | 21,770 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $274.23万 | 0.41% | 7,000 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $274.73万 | 0.41% | 6,443 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $274.99万 | 0.41% | 95,782 | 1,275 | 1.3% | $3.66万 | 加仓 |
| NEM | NEWMONT CORP | $283.62万 | 0.42% | 26,200 | 1,047 | 4.2% | $11.33万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $285.46万 | 0.42% | 21,799 | -125 | -0.6% | -$1.64万 | 减仓 |
| CPAY | CORPAY INC | $286.95万 | 0.42% | 9,861 | -35 | -0.4% | -$1.02万 | 减仓 |
| MO | ALTRIA GROUP INC | $291.65万 | 0.43% | 44,196 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $293.81万 | 0.43% | 34,100 | -40 | -0.1% | -$3,446 | 减仓 |
| AMP | AMERIPRISE FINL INC | $301.39万 | 0.45% | 6,782 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $302.96万 | 0.45% | 19,509 | 245 | 1.3% | $3.80万 | 加仓 |
| ENB | ENBRIDGE INC | $308.63万 | 0.46% | 57,005 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $317.33万 | 0.47% | 70,050 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $319.15万 | 0.47% | 5,813 | 123 | 2.2% | $6.75万 | 加仓 |
| KO | COCA COLA CO | $326.67万 | 0.48% | 42,954 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $340.44万 | 0.50% | 10,547 | -85 | -0.8% | -$2.74万 | 减仓 |
| V | VISA INC | $349.00万 | 0.52% | 11,547 | -3,688 | -24.2% | -$111.47万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $356.89万 | 0.53% | 21,585 | 1,400 | 6.9% | $23.15万 | 加仓 |
| GOOG | ALPHABET INC | $357.14万 | 0.53% | 12,450 | -700 | -5.3% | -$20.08万 | 减仓 |
| EQT | EQT CORP | $366.18万 | 0.54% | 57,539 | -7,296 | -11.3% | -$46.43万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $369.30万 | 0.55% | 18,624 | 257 | 1.4% | $5.10万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $373.07万 | 0.55% | 27,588 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $376.30万 | 0.56% | 26,052 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC | $377.89万 | 0.56% | 11,153 | -50 | -0.4% | -$1.69万 | 减仓 |
| CSCO | CISCO SYS INC | $378.20万 | 0.56% | 48,744 | -980 | -2.0% | -$7.60万 | 减仓 |
| RTX | RTX CORPORATION | $389.06万 | 0.58% | 20,169 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $394.47万 | 0.58% | 12,005 | 57 | 0.5% | $1.87万 | 加仓 |
| CI | THE CIGNA GROUP | $409.09万 | 0.61% | 15,336 | -47 | -0.3% | -$1.25万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $415.96万 | 0.62% | 6,107 | 16 | 0.3% | $1.09万 | 加仓 |
| WM | WASTE MGMT INC DEL | $418.70万 | 0.62% | 18,221 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $420.68万 | 0.62% | 16,162 | -40 | -0.2% | -$1.04万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $440.91万 | 0.65% | 15,789 | 880 | 5.9% | $24.57万 | 加仓 |
| CVX | CHEVRON CORPORATION | $442.95万 | 0.66% | 21,409 | -250 | -1.2% | -$5.17万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $483.37万 | 0.72% | 79,698 | 1,340 | 1.7% | $8.13万 | 加仓 |
| CB | CHUBB LTD SWITZ | $499.42万 | 0.74% | 15,323 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $505.30万 | 0.75% | 34,793 | -10 | -0.0% | -$1,452 | 减仓 |
| ABBV | ABBVIE INC | $519.13万 | 0.77% | 23,869 | -175 | -0.7% | -$3.81万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $526.88万 | 0.78% | 27,453 | 9,836 | 55.8% | $188.77万 | 加仓 |
| AMZN | AMAZON COM INC | $547.79万 | 0.81% | 26,302 | 328 | 1.3% | $6.83万 | 加仓 |
| DCI | DONALDSON INC | $588.06万 | 0.87% | 69,290 | 745 | 1.1% | $6.32万 | 加仓 |
| CAT | CATERPILLAR INC | $592.70万 | 0.88% | 8,366 | 104 | 1.3% | $7.37万 | 加仓 |
| GLW | CORNING INC | $659.21万 | 0.98% | 48,482 | -1,671 | -3.3% | -$22.72万 | 减仓 |
| AFL | AFLAC INC | $703.64万 | 1.04% | 64,136 | -625 | -1.0% | -$6.86万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $760.54万 | 1.13% | 82,390 | 430 | 0.5% | $3.97万 | 加仓 |