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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $780.13万 | 1.15% | 83,010 | -40 | -0.0% | -$3,759 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $811.84万 | 1.20% | 44,526 | 265 | 0.6% | $4.83万 | 加仓 |
| GE | GE AEROSPACE | $821.46万 | 1.22% | 28,948 | 30 | 0.1% | $8,513 | 加仓 |
| LLY | ELI LILLY & CO | $889.14万 | 1.32% | 9,667 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $895.45万 | 1.33% | 72,051 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $904.46万 | 1.34% | 31,453 | -87 | -0.3% | -$2.50万 | 减仓 |
| EMR | EMERSON ELEC CO | $950.94万 | 1.41% | 72,580 | 2,100 | 3.0% | $27.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $996.54万 | 1.47% | 26,921 | -40 | -0.1% | -$1.48万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,043.47万 | 1.54% | 42,688 | -100 | -0.2% | -$2.44万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,121.44万 | 1.66% | 37,075 | -353 | -0.9% | -$10.68万 | 减仓 |
| GEV | GE VERNOVA INC | $1,187.84万 | 1.76% | 13,608 | 125 | 0.9% | $10.91万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,403.46万 | 2.08% | 57,901 | -2,120 | -3.5% | -$51.39万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,625.91万 | 2.41% | 55,273 | 72 | 0.1% | $2.12万 | 加仓 |
| AZO | AUTOZONE INC | $1,838.86万 | 2.72% | 5,444 | -20 | -0.4% | -$6.76万 | 减仓 |
| AAPL | APPLE INC | $1,854.88万 | 2.74% | 73,087 | -651 | -0.9% | -$16.52万 | 减仓 |
| — | EXXON MOBIL CORP | $2,501.31万 | 3.70% | 147,431 | -1,556 | -1.0% | -$26.40万 | 减仓 |
| MRK | MERCK & CO INC | $6,248.38万 | 9.25% | 519,443 | -115 | -0.0% | -$1.38万 | 减仓 |