WEYBOSSET RESEARCH & MANAGEMENT LLC
PROVIDENCE RI · SEC CIK 0001280604
$3.47亿2026Q1 申报市值
33持仓数
60.8%前十大占比 · 第一大 8.5%
0 / 2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
AMZN 加仓+$915.80万
A2Z CUST2MATE SO 加仓+$429.19万
EXP 加仓+$106.74万
CPRT 加仓+$87.48万
CNI 加仓+$51.31万
2026Q1 卖出最多 按季末市值估算
CHRW 减仓-$516.30万
EXPD 减仓-$316.48万
FTAI 减仓-$182.16万
WHR 清仓-$126.52万
CMI 减仓-$74.25万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -17,538 | -100.0% | -$126.52万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -646 | -100.0% | -$22.66万 | 清仓 |
| BHVN | BIOHAVEN LTD | $19.45万 | 0.06% | 22,990 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $29.18万 | 0.08% | 785 | 100 | 14.6% | $3.72万 | 加仓 |
| IDCC | INTERDIGITAL INC | $30.35万 | 0.09% | 1,005 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $33.65万 | 0.10% | 730 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $34.12万 | 0.10% | 2,335 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $39.22万 | 0.11% | 603 | 115 | 23.6% | $7.48万 | 加仓 |
| AAPL | APPLE INC | $40.88万 | 0.12% | 1,611 | 20 | 1.3% | $5,075 | 加仓 |
| — | EXXON MOBIL CORP | $89.61万 | 0.26% | 5,282 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $155.48万 | 0.45% | 9,838 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $223.63万 | 0.64% | 19,850 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $314.89万 | 0.91% | 21,985 | -22,096 | -50.1% | -$316.48万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $512.34万 | 1.48% | 30,851 | -31,089 | -50.2% | -$516.30万 | 减仓 |
| EXP | EAGLE MATLS INC | $840.10万 | 2.42% | 44,344 | 5,634 | 14.6% | $106.74万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $888.62万 | 2.56% | 86,467 | 4,993 | 6.1% | $51.31万 | 加仓 |
| AMZN | AMAZON COM INC | $939.55万 | 2.71% | 45,112 | 43,972 | 3,857.2% | $915.80万 | 加仓 |
| — | A2Z CUST2MATE SOLUTIONS CORP | $1,028.68万 | 2.97% | 1,542,249 | 643,469 | 71.6% | $429.19万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $1,034.08万 | 2.98% | 38,757 | 427 | 1.1% | $11.39万 | 加仓 |
| CB | CHUBB LTD SWITZ | $1,094.34万 | 3.16% | 33,576 | 85 | 0.3% | $2.77万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $1,098.55万 | 3.17% | 239,387 | 1,256 | 0.5% | $5.76万 | 加仓 |
| CSCO | CISCO SYS INC | $1,170.31万 | 3.37% | 150,832 | -816 | -0.5% | -$6.33万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,246.55万 | 3.59% | 50,996 | -172 | -0.3% | -$4.20万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,296.95万 | 3.74% | 27,065 | -409 | -1.5% | -$19.60万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $1,437.20万 | 4.14% | 41,874 | -305 | -0.7% | -$10.47万 | 减仓 |
| WMB | WILLIAMS COS INC | $1,453.68万 | 4.19% | 199,736 | -674 | -0.3% | -$4.91万 | 减仓 |
| AGM | FEDERAL AGRIC MTG CORP | $1,539.03万 | 4.44% | 103,743 | -392 | -0.4% | -$5.82万 | 减仓 |
| GOOGL | ALPHABET INC | $1,605.89万 | 4.63% | 55,846 | -693 | -1.2% | -$19.93万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $1,747.69万 | 5.04% | 208,729 | -1,092 | -0.5% | -$9.14万 | 减仓 |
| CMI | CUMMINS INC | $2,040.98万 | 5.89% | 37,935 | -1,380 | -3.5% | -$74.25万 | 减仓 |
| CPRT | COPART INC | $2,113.21万 | 6.09% | 636,508 | 26,348 | 4.3% | $87.48万 | 加仓 |
| TJX | TJX COS INC NEW | $2,156.46万 | 6.22% | 135,032 | -1,776 | -1.3% | -$28.36万 | 减仓 |
| DE | DEERE & CO | $2,612.75万 | 7.53% | 46,383 | -1,177 | -2.5% | -$66.30万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2,868.12万 | 8.27% | 101,573 | -1,232 | -1.2% | -$34.79万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $2,944.46万 | 8.49% | 120,182 | -7,435 | -5.8% | -$182.16万 | 减仓 |