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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LIMITED | $522.12万 | 0.73% | 15,323 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $559.45万 | 0.79% | 34,553 | -240 | -0.7% | -$3.89万 | 减仓 |
| CSCO | CISCO SYS INC | $572.55万 | 0.80% | 48,744 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $627.88万 | 0.88% | 29,510 | 2,057 | 7.5% | $43.77万 | 加仓 |
| AMZN | AMAZON COM INC | $639.78万 | 0.90% | 26,843 | 541 | 2.1% | $12.89万 | 加仓 |
| DCI | DONALDSON INC | $646.34万 | 0.91% | 72,000 | 2,710 | 3.9% | $24.33万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $675.50万 | 0.95% | 7,000 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $698.58万 | 0.98% | 75,710 | -7,300 | -8.8% | -$67.36万 | 减仓 |
| ABBV | ABBVIE INC | $718.16万 | 1.01% | 28,539 | 4,670 | 19.6% | $117.52万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $747.86万 | 1.05% | 81,210 | -1,180 | -1.4% | -$10.87万 | 减仓 |
| AFL | AFLAC INC | $747.89万 | 1.05% | 63,786 | -350 | -0.5% | -$4.10万 | 减仓 |
| CAT | CATERPILLAR INC | $755.12万 | 1.06% | 7,091 | -1,275 | -15.2% | -$135.77万 | 减仓 |
| WMT | WALMART INC | $816.05万 | 1.15% | 72,051 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $954.34万 | 1.34% | 37,362 | -11,120 | -22.9% | -$284.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,005.29万 | 1.41% | 26,950 | 29 | 0.1% | $1.08万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $1,026.83万 | 1.44% | 44,051 | -475 | -1.1% | -$11.07万 | 减仓 |
| EMR | EMERSON ELEC CO | $1,040.17万 | 1.46% | 72,663 | 83 | 0.1% | $1.19万 | 加仓 |
| GE | GE AEROSPACE | $1,081.87万 | 1.52% | 28,948 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $1,082.62万 | 1.52% | 42,628 | -60 | -0.1% | -$1.52万 | 减仓 |
| GOOGL | ALPHABET INC | $1,124.11万 | 1.58% | 31,455 | 2 | 0.0% | $715 | 加仓 |
| LLY | ELI LILLY & CO | $1,132.50万 | 1.59% | 9,442 | -225 | -2.3% | -$26.99万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,253.22万 | 1.76% | 37,050 | -25 | -0.1% | -$8,456 | 减仓 |
| GEV | GE VERNOVA INC | $1,550.35万 | 2.18% | 13,196 | -412 | -3.0% | -$48.40万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,622.61万 | 2.28% | 57,701 | -200 | -0.3% | -$5.62万 | 减仓 |
| AZO | AUTOZONE INC | $1,738.27万 | 2.44% | 5,439 | -5 | -0.1% | -$1.60万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,808.92万 | 2.54% | 55,263 | -10 | -0.0% | -$3,273 | 减仓 |
| AAPL | APPLE INC | $2,110.34万 | 2.96% | 72,931 | -156 | -0.2% | -$4.51万 | 减仓 |
| MRK | MERCK & CO INC | $6,667.86万 | 9.36% | 518,900 | -543 | -0.1% | -$6.98万 | 减仓 |