GW

Godshalk Welsh Capital Management, Inc.

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.7亿

申报季度: 2026-03-31 · 持股只数: 129

Godshalk Welsh Capital Management, Inc.在最新一期 13F 报告中披露了 129 项持股，申报期为 2026-03-31，总持股市值约为 US$1.7亿，季度换手率为 16.3%。

机构性格雪花图

集中度
6.29
持仓稳定性
16.26
动能／逆势
100
行业集中度
43.14
多样化
100
仓位均衡度
89.83

近期动向

  • 减仓 MSFT

    -1.3%　-US$237.4万

  • 减仓 INTU

    -0.5%　-US$172.5万

  • 减仓 ORCL

    -0.8%　-US$145.7万

  • 加仓 IBDW

    +225.7%　US$89.6万

  • 加仓 COST

    -0.5%　US$73.4万

  • 加仓 IBDU

    +32.9%　US$75.0万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1AAPLApple INC股票-科技4.75%-0.32%-1.12%
2MSFTMicrosoft CORP股票-科技4.25%-1.29%-1.30%
3COSTCostco Wholesale CORP股票-非周期性消费3.26%+0.46%-0.48%
4GOOGLAlphabet Inc-cl A股票-通信服务2.98%-0.24%-0.78%
5ORCLOracle CORP股票-科技2.51%-0.80%-0.84%
6BRK-BBerkshire Hathaway Inc-cl B股票-其他2.51%-0.23%-5.49%
7IBDTIshares Ibonds Dec 2028 ETFETF-其他2.04%+0.25%+12.89%
8GMEDGlobus Medical INC - A股票-医疗保健2.00%——
9GOOGAlphabet Inc-cl C股票-通信服务1.89%-0.14%—
10AXPAmerican Express Co股票-金融1.88%-0.40%-0.79%
11INTUIntuit INC股票-科技1.85%-0.96%-0.54%
12IWMIshares Russell 2000 ETFETF-中小型股1.83%—-0.20%
13IBDUIshares Ibonds Dec 2029 TermETF-其他1.79%+0.45%+32.88%
14IBDSIshrs Ibnds Dec 27 CORP ETFETF-其他1.76%+0.21%+12.28%
15WRBWr Berkley CORP股票-金融1.74%-0.07%-0.25%
16JNJJohnson & Johnson股票-医疗保健1.67%+0.25%-2.01%
17RSPInvesco S&p 500 Equal WeightETF-大型股与成长1.67%—+2.95%
18CSCOCisco Systems INC股票-科技1.67%—-0.67%
19JPMJpmorgan Chase & Co股票-金融1.62%-0.14%-0.89%
20IEFAIshares Core Msci Eafe ETFETF-其他1.47%—+0.81%
21FDVVFidelity High Dividend ETFETF-其他1.28%—+7.57%
22IBDRIshares Ibonds Dec 2026 TermETF-其他1.27%—+6.70%
23CVXChevron CORP股票-能源1.26%+0.35%-0.24%
24BACBank Of America CORP股票-金融1.25%-0.14%-0.56%
25IBDVIshares Ibonds Dec 2030 CORPETF-其他1.21%+0.43%+54.38%
26PGProcter & Gamble Co/the股票-非周期性消费1.20%——
27TJXTjx Companies INC股票-周期性消费1.15%—+1.76%
28WMWaste Management INC股票-工业1.13%—-3.26%
29HDHome Depot INC股票-周期性消费1.07%—-0.71%
30GLWCorning INC股票-科技1.06%+0.38%-1.10%
31VLOValero Energy CORP股票-能源1.04%+0.36%-1.02%
32LOWLowe's Cos INC股票-周期性消费1.02%—-0.80%
33TCAFT Rowe Prc Cap AppreciationETF-其他1.01%—+5.05%
34WMTWalmart INC股票-非周期性消费0.98%+0.13%+1.83%
35ADPAutomatic Data Processing股票-科技0.94%-0.23%—
36SYYSysco CORP股票-非周期性消费0.94%—-0.18%
37RTXRtx CORP股票-工业0.90%—-1.82%
38PAYXPaychex INC股票-科技0.89%-0.22%-4.17%
39VIGVanguard Dividend Apprec ETFETF-其他0.83%—+0.30%
40MRKMerck & Co. INC.股票-医疗保健0.82%—-3.44%
41SUBIshares Short-term NationalETF-其他0.81%—-6.45%
42TSMTaiwan Semiconductor-sp Adr股票-科技0.80%—+0.74%
43PEPPepsico INC股票-非周期性消费0.76%—-0.30%
44IBDWIshares Ibonds Dec 2031 CORPETF-其他0.75%+0.52%+225.72%
45PSXPhillips 66股票-能源0.75%+0.23%-0.35%
46ECLEcolab INC股票-原材料0.75%—-2.02%
47AOMIshares Core 40/60 ModerateETF-其他0.75%+0.16%+24.89%
48MCDMcdonald's CORP股票-周期性消费0.74%——
49MUBIshares National Muni Bond EETF-其他0.71%—-5.71%
50SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.71%——
1–50 of 129

本季持股变动

Godshalk Welsh Capital Management, Inc. 在 2026-03-31 最显著的持仓异动： 清仓: Nestle Sa-spons Adr (NSRGY); 新建仓: Waters CORP (WAT); 清仓: Adobe INC (ADBE); 清仓: Eli Lilly & Co (LLY); 新建仓: Corteva INC (CTVA).

Godshalk Welsh Capital Management, Inc. 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1IBDWIshares Ibonds Dec 2031 CORP+0.5%+225.72%加仓
2COSTCostco Wholesale CORP+0.5%-0.48%减仓
3IBDUIshares Ibonds Dec 2029 Term+0.5%+32.88%加仓
4IBDVIshares Ibonds Dec 2030 CORP+0.4%+54.38%加仓
5GLWCorning INC+0.4%-1.10%减仓
6VLOValero Energy CORP+0.4%-1.02%减仓
7CVXChevron CORP+0.4%-0.24%减仓
8JNJJohnson & Johnson+0.3%-2.01%减仓
9IBDTIshares Ibonds Dec 2028 ETF+0.3%+12.89%加仓
10PSXPhillips 66+0.2%-0.35%减仓
11IBMRIshares Ibonds Dec 2029 M Bd+0.2%+46.96%加仓
12IBDSIshrs Ibnds Dec 27 CORP ETF+0.2%+12.28%加仓
13COPConocophillips+0.2%—不变
14IBMQIshares Ibonds Dec 2028 Muni+0.2%+33.14%加仓
15SOLSSolstice Adv Materials INC+0.2%+10.24%加仓
16AOMIshares Core 40/60 Moderate+0.2%+24.89%加仓
17WMTWalmart INC+0.1%+1.83%加仓
18LHXL3harris Technologies INC+0.1%-0.15%减仓
19IBMTIshares Ibonds Dec 2031 Muni+0.1%+70.00%加仓
20IBMPIshares Ibonds Dec 2027 Term+0.1%+17.08%加仓
21WRBWr Berkley CORP-0.1%-0.25%减仓
22VVisa Inc-class A Shares-0.1%-0.93%减仓
23AMTAmerican Tower CORP-0.1%-17.36%减仓
24GOOGAlphabet Inc-cl C-0.1%—不变
25JPMJpmorgan Chase & Co-0.1%-0.89%减仓
26BACBank Of America CORP-0.1%-0.56%减仓
27WTRGEssential Utilities INC-0.1%-38.88%减仓
28BXBlackstone INC-0.2%-0.15%减仓
29PAYXPaychex INC-0.2%-4.17%减仓
30BRK-BBerkshire Hathaway Inc-cl B-0.2%-5.49%减仓
31ADPAutomatic Data Processing-0.2%—不变
32GOOGLAlphabet Inc-cl A-0.2%-0.78%减仓
33AAPLApple INC-0.3%-1.12%减仓
34AXPAmerican Express Co-0.4%-0.79%减仓
35ORCLOracle CORP-0.8%-0.84%减仓
36INTUIntuit INC-1%-0.54%减仓
37MSFTMicrosoft CORP-1.3%-1.30%减仓
38NSRGYNestle Sa-spons Adr—EXIT清仓
39WATWaters CORP—NEW新建仓
40ADBEAdobe INC—EXIT清仓
41LLYEli Lilly & Co—EXIT清仓
42CTVACorteva INC—NEW新建仓
43DHRDanaher CORP—EXIT清仓
44VZVerizon Communications INC—NEW新建仓
45QQnity Electronics INC—NEW新建仓
46ELVElevance Health INC—EXIT清仓
47AEPAmerican Electric Power—NEW新建仓
48STNStantec INC—EXIT清仓
49EMREmerson Electric Co—EXIT清仓
50PGXInvesco Preferred ETF—EXIT清仓

FAQ

Godshalk Welsh Capital Management, Inc. 是什么机构？属于哪种投资人类型？
Godshalk Welsh Capital Management, Inc. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.7亿，分布在 129 个已申报仓位之中。
Godshalk Welsh Capital Management, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Godshalk Welsh Capital Management, Inc. 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$819.8万 (4.8%) 2. Microsoft CORP (MSFT) — US$733.5万 (4.3%) 3. Costco Wholesale CORP (COST) — US$562.9万 (3.3%) 4. Alphabet Inc-cl A (GOOGL) — US$514.0万 (3.0%) 5. Oracle CORP (ORCL) — US$433.4万 (2.5%)
Godshalk Welsh Capital Management, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Godshalk Welsh Capital Management, Inc. 共进行了 47 项显著调整：新建仓 5 个仓位、加仓 12 个既有持股、减仓 22 个仓位，并完全清仓 8 个持股。 其中幅度最大的异动：清仓: Nestle Sa-spons Adr (NSRGY); 新建仓: Waters CORP (WAT); 清仓: Adobe INC (ADBE); 清仓: Eli Lilly & Co (LLY); 新建仓: Corteva INC (CTVA)
Godshalk Welsh Capital Management, Inc. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Godshalk Welsh Capital Management, Inc. 的主要板块分布如下： • Information Technology: 26.7% • Financials: 15.5% • Consumer Staples: 11.4% • Health Care: 11.2% • Consumer Discretionary: 8.6% • Industrials: 8.0%