Westhampton Capital, LLC
WINSTON-SALEM NC · SEC CIK 0001639997
$2.41亿2026Q2 申报市值
131持仓数
40.6%前十大占比 · 第一大 9.8%
7 / 5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
HONA 新建仓+$76.63万
UPS 新建仓+$48.86万
POOL 新建仓+$40.29万
VRT 加仓+$26.08万
IIIN 新建仓+$23.25万
2026Q2 卖出最多 按季末市值估算
PH 减仓-$90.48万
HON 减仓-$81.81万
QCOM 减仓-$76.87万
DD 减仓-$65.27万
ABT 清仓-$56.31万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,356.46万 | 9.78% | 81,437 | -383 | -0.5% | -$11.08万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,337.78万 | 5.55% | 30,872 | -200 | -0.6% | -$8.67万 | 减仓 |
| ETN | EATON CORP PLC | $1,063.47万 | 4.41% | 24,957 | -1,005 | -3.9% | -$42.83万 | 减仓 |
| AVGO | BROADCOM INC | $1,028.42万 | 4.27% | 27,225 | -337 | -1.2% | -$12.73万 | 减仓 |
| CMI | CUMMINS INC | $970.46万 | 4.03% | 13,607 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $713.96万 | 2.96% | 35,682 | -2,089 | -5.5% | -$41.80万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $665.02万 | 2.76% | 6,799 | -925 | -12.0% | -$90.48万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $615.58万 | 2.55% | 18,051 | -200 | -1.1% | -$6.82万 | 减仓 |
| WM | WASTE MGMT INC DEL | $518.42万 | 2.15% | 23,260 | -130 | -0.6% | -$2.90万 | 减仓 |
| GOOGL | ALPHABET INC | $516.72万 | 2.14% | 14,459 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $438.34万 | 1.82% | 29,892 | 50 | 0.2% | $7,332 | 加仓 |
| CAT | CATERPILLAR INC | $431.28万 | 1.79% | 4,050 | -100 | -2.4% | -$10.65万 | 减仓 |
| RTX | RTX CORPORATION | $424.27万 | 1.76% | 22,362 | -350 | -1.5% | -$6.64万 | 减仓 |
| PEP | PEPSICO INC | $392.40万 | 1.63% | 28,980 | -140 | -0.5% | -$1.90万 | 减仓 |
| WDFC | WD 40 CO | $390.12万 | 1.62% | 16,012 | -190 | -1.2% | -$4.63万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $384.80万 | 1.60% | 16,155 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $344.76万 | 1.43% | 5,435 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $327.44万 | 1.36% | 23,950 | -20 | -0.1% | -$2,734 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $324.27万 | 1.35% | 12,768 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $318.75万 | 1.32% | 8,545 | -78 | -0.9% | -$2.91万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $309.83万 | 1.29% | 3,312 | -2 | -0.1% | -$1,871 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $287.82万 | 1.19% | 10,235 | -101 | -1.0% | -$2.84万 | 减仓 |
| LLY | ELI LILLY & CO | $283.91万 | 1.18% | 2,367 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $271.66万 | 1.13% | 3,689 | 42 | 1.2% | $3.09万 | 加仓 |
| EMR | EMERSON ELEC CO | $248.39万 | 1.03% | 17,352 | -370 | -2.1% | -$5.30万 | 减仓 |
| CLX | CLOROX CO DEL | $248.38万 | 1.03% | 26,025 | 2,257 | 9.5% | $21.54万 | 加仓 |
| ABBV | ABBVIE INC | $246.61万 | 1.02% | 9,800 | -34 | -0.3% | -$8,556 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $224.76万 | 0.93% | 23,200 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $223.52万 | 0.93% | 4,352 | 6 | 0.1% | $3,082 | 加仓 |
| KO | COCA COLA CO | $217.44万 | 0.90% | 26,755 | -220 | -0.8% | -$1.79万 | 减仓 |
| DIS | DISNEY WALT CO | $214.44万 | 0.89% | 22,280 | -200 | -0.9% | -$1.92万 | 减仓 |
| SON | SONOCO PRODS CO | $191.21万 | 0.79% | 33,932 | -600 | -1.7% | -$3.38万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $179.99万 | 0.75% | 3,533 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $178.55万 | 0.74% | 2,391 | 250 | 11.7% | $18.67万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $176.04万 | 0.73% | 5,378 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $174.36万 | 0.72% | 3,550 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $174.17万 | 0.72% | 9,927 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $174.11万 | 0.72% | 28,960 | -176 | -0.6% | -$1.06万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $172.94万 | 0.72% | 1,710 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $172.47万 | 0.72% | 7,822 | 20 | 0.3% | $4,410 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $172.45万 | 0.72% | 17,095 | -200 | -1.2% | -$2.02万 | 减仓 |
| HD | HOME DEPOT INC | $166.89万 | 0.69% | 4,732 | 158 | 3.5% | $5.57万 | 加仓 |
| QCOM | QUALCOMM INC | $163.22万 | 0.68% | 8,833 | -4,160 | -32.0% | -$76.87万 | 减仓 |
| BLK | BLACKROCK INC | $158.66万 | 0.66% | 1,650 | -10 | -0.6% | -$9,616 | 减仓 |
| BA | BOEING CO | $152.22万 | 0.63% | 7,032 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $149.96万 | 0.62% | 9,262 | -260 | -2.7% | -$4.21万 | 减仓 |
| MCD | MCDONALDS CORP | $143.62万 | 0.60% | 5,313 | -200 | -3.6% | -$5.41万 | 减仓 |
| CB | CHUBB LIMITED | $142.77万 | 0.59% | 4,190 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $142.45万 | 0.59% | 24,722 | -400 | -1.6% | -$2.30万 | 减仓 |
| AMZN | AMAZON COM INC | $136.21万 | 0.57% | 5,715 | -100 | -1.7% | -$2.38万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $132.80万 | 0.55% | 12,098 | -50 | -0.4% | -$5,488 | 减仓 |
| MKC | MCCORMICK & CO INC | $130.34万 | 0.54% | 25,850 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $128.61万 | 0.53% | 3,640 | -10 | -0.3% | -$3,533 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $127.90万 | 0.53% | 2,551 | 63 | 2.5% | $3.16万 | 加仓 |
| IJH | ISHARES TR | $122.87万 | 0.51% | 15,935 | 30 | 0.2% | $2,313 | 加仓 |
| KHC | KRAFT HEINZ CO | $121.93万 | 0.51% | 51,622 | 1,140 | 2.3% | $2.69万 | 加仓 |
| AMGN | AMGEN INC | $117.69万 | 0.49% | 3,250 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $116.48万 | 0.48% | 10,353 | -190 | -1.8% | -$2.14万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $107.58万 | 0.45% | 14,667 | -150 | -1.0% | -$1.10万 | 减仓 |
| CVX | CHEVRON CORPORATION | $107.21万 | 0.44% | 6,468 | -40 | -0.6% | -$6,630 | 减仓 |
| BAC | BANK OF AMER CORP | $105.57万 | 0.44% | 18,527 | 200 | 1.1% | $1.14万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $101.82万 | 0.42% | 6,225 | -510 | -7.6% | -$8.34万 | 减仓 |
| PFE | PFIZER INC | $99.95万 | 0.41% | 41,508 | -350 | -0.8% | -$8,428 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $99.38万 | 0.41% | 10,840 | -70 | -0.6% | -$6,418 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $94.41万 | 0.39% | 2,665 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $93.40万 | 0.39% | 2,499 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $93.16万 | 0.39% | 12,788 | 400 | 3.2% | $2.91万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $93.03万 | 0.39% | 5,025 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $90.15万 | 0.37% | 3,710 | -19 | -0.5% | -$4,617 | 减仓 |
| PSX | PHILLIPS 66 | $87.74万 | 0.36% | 5,190 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $84.69万 | 0.35% | 10,536 | -678 | -6.0% | -$5.45万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $82.89万 | 0.34% | 7,680 | -76 | -1.0% | -$8,203 | 减仓 |
| HON | HONEYWELL INTL INC | $77.60万 | 0.32% | 3,466 | -3,654 | -51.3% | -$81.81万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $77.19万 | 0.32% | 1,238 | 15 | 1.2% | $9,353 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $76.63万 | 0.32% | 3,466 | 3,466 | — | $76.63万 | 新建仓 |
| GPC | GENUINE PARTS CO | $76.57万 | 0.32% | 6,490 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $75.13万 | 0.31% | 2,244 | 779 | 53.2% | $26.08万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $74.71万 | 0.31% | 979 | -25 | -2.5% | -$1.91万 | 减仓 |
| V | VISA INC | $69.96万 | 0.29% | 2,039 | 137 | 7.2% | $4.70万 | 加仓 |
| COP | CONOCOPHILLIPS | $67.73万 | 0.28% | 6,515 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $66.03万 | 0.27% | 562 | -410 | -42.2% | -$48.17万 | 减仓 |
| CTVA | CORTEVA INC | $65.57万 | 0.27% | 7,742 | -200 | -2.5% | -$1.69万 | 减仓 |
| TFC | TRUIST FINL CORP | $61.32万 | 0.25% | 12,309 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $56.72万 | 0.24% | 3,473 | -85 | -2.4% | -$1.39万 | 减仓 |
| NMM | NAVIOS MARITIME PARTNERS LP | $53.65万 | 0.22% | 7,656 | 0 | 0.0% | — | 不变 |
| DAC | DANAOS CORPORATION | $52.07万 | 0.22% | 4,255 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $48.86万 | 0.20% | 4,545 | 4,545 | — | $48.86万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $47.82万 | 0.20% | 359 | 1 | 0.3% | $1,332 | 加仓 |
| FN | FABRINET | $46.03万 | 0.19% | 819 | 405 | 97.8% | $22.76万 | 加仓 |
| CRI | CARTERS INC | $45.28万 | 0.19% | 11,000 | -2,000 | -15.4% | -$8.23万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $44.52万 | 0.18% | 6,218 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $44.34万 | 0.18% | 3,503 | 0 | 0.0% | — | 不变 |
| — | MANAGED PORTFOLIO SER | $43.89万 | 0.18% | 9,393 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $42.96万 | 0.18% | 655 | 3 | 0.5% | $1,968 | 加仓 |
| BWA | BORGWARNER INC | $42.50万 | 0.18% | 6,400 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $40.45万 | 0.17% | 1,098 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $40.29万 | 0.17% | 1,875 | 1,875 | — | $40.29万 | 新建仓 |
| MDT | MEDTRONIC PLC | $37.35万 | 0.15% | 4,775 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $36.68万 | 0.15% | 10,539 | -675 | -6.0% | -$2.35万 | 减仓 |
| — | BASSETT FURNITURE INDS INC | $36.45万 | 0.15% | 20,571 | 0 | 0.0% | — | 不变 |