WEYBOSSET RESEARCH & MANAGEMENT LLC
PROVIDENCE RI · SEC CIK 0001280604
$3.81亿2026Q2 申报市值
32持仓数
61.5%前十大占比 · 第一大 9.1%
0 / 1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
A2Z CUST2MATE SO 加仓+$167.98万
CPRT 加仓+$21.81万
LH 加仓+$19.10万
CNI 加仓+$17.35万
FTAI 加仓+$16.75万
2026Q2 卖出最多 按季末市值估算
KEYS 减仓-$102.71万
EXP 减仓-$92.39万
EXXON MOBIL CORP 清仓-$89.61万
CMI 减仓-$55.99万
BRK/B 减仓-$40.68万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3,453.06万 | 9.06% | 98,639 | -2,934 | -2.9% | -$102.71万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $3,268.03万 | 8.58% | 120,801 | 619 | 0.5% | $16.75万 | 加仓 |
| DE | DEERE & CO | $2,920.52万 | 7.67% | 46,041 | -342 | -0.7% | -$21.69万 | 减仓 |
| CMI | CUMMINS INC | $2,649.58万 | 6.96% | 37,150 | -785 | -2.1% | -$55.99万 | 减仓 |
| AGM | FEDERAL AGRIC MTG CORP | $2,076.45万 | 5.45% | 104,203 | 460 | 0.4% | $9.17万 | 加仓 |
| TJX | TJX COS INC NEW | $2,024.36万 | 5.31% | 133,621 | -1,411 | -1.0% | -$21.38万 | 减仓 |
| GOOGL | ALPHABET INC | $1,975.81万 | 5.19% | 55,288 | -558 | -1.0% | -$19.94万 | 减仓 |
| CPRT | COPART INC | $1,816.12万 | 4.77% | 644,244 | 7,736 | 1.2% | $21.81万 | 加仓 |
| CSCO | CISCO SYS INC | $1,760.51万 | 4.62% | 149,882 | -950 | -0.6% | -$11.16万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $1,486.53万 | 3.90% | 41,964 | 90 | 0.2% | $3.19万 | 加仓 |
| WMB | WILLIAMS COS INC | $1,484.66万 | 3.90% | 199,712 | -24 | -0.0% | -$1,784 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $1,442.99万 | 3.79% | 206,200 | -2,529 | -1.2% | -$17.70万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,313.62万 | 3.45% | 26,252 | -813 | -3.0% | -$40.68万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,291.29万 | 3.39% | 50,844 | -152 | -0.3% | -$3.86万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $1,261.96万 | 3.31% | 242,266 | 2,879 | 1.2% | $15.00万 | 加仓 |
| CB | CHUBB LIMITED | $1,150.85万 | 3.02% | 33,775 | 199 | 0.6% | $6.78万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $1,104.29万 | 2.90% | 39,439 | 682 | 1.8% | $19.10万 | 加仓 |
| AMZN | AMAZON COM INC | $1,077.34万 | 2.83% | 45,202 | 90 | 0.2% | $2.15万 | 加仓 |
| — | A2Z CUST2MATE SOLUTIONS CORP | $1,065.57万 | 2.80% | 1,830,874 | 288,625 | 18.7% | $167.98万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $1,048.38万 | 2.75% | 87,922 | 1,455 | 1.7% | $17.35万 | 加仓 |
| EXP | EAGLE MATLS INC | $905.36万 | 2.38% | 40,238 | -4,106 | -9.3% | -$92.39万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $576.72万 | 1.51% | 30,621 | -230 | -0.7% | -$4.33万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $371.22万 | 0.97% | 22,777 | 792 | 3.6% | $12.91万 | 加仓 |
| INGR | INGREDION INC | $188.00万 | 0.49% | 19,850 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $135.51万 | 0.36% | 9,838 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $46.61万 | 0.12% | 1,611 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $45.03万 | 0.12% | 603 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $34.10万 | 0.09% | 2,335 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $33.02万 | 0.09% | 785 | 0 | 0.0% | — | 不变 |
| BHVN | BIOHAVEN LTD | $29.76万 | 0.08% | 20,000 | -2,990 | -13.0% | -$4.45万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $29.03万 | 0.08% | 730 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $28.45万 | 0.07% | 1,005 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -5,282 | -100.0% | -$89.61万 | 清仓 |