Westhampton Capital, LLC
WINSTON-SALEM NC · SEC CIK 0001639997
$2.14亿2026Q1 申报市值
129持仓数
37.5%前十大占比 · 第一大 9.7%
8 / 3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
PNFP 新建仓+$148.98万
PRU 加仓+$45.87万
SMH 新建仓+$25.00万
VANECK ETF TRUST 新建仓+$24.70万
FUTY 新建仓+$23.60万
2026Q1 卖出最多 按季末市值估算
PINNACLE FINL PA 清仓-$165.01万
LRCX 减仓-$64.78万
ALEXANDER & BALD 清仓-$31.99万
LNC 清仓-$24.00万
DOW 重新持有-$16.92万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| HSY | HERSHEY CO | $206.37万 | 0.96% | 9,927 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $210.50万 | 0.98% | 3,647 | -8 | -0.2% | -$4,617 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $213.53万 | 1.00% | 3,533 | -190 | -5.1% | -$11.48万 | 减仓 |
| ABBV | ABBVIE INC | $213.88万 | 1.00% | 9,834 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $216.50万 | 1.01% | 23,200 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $216.66万 | 1.01% | 22,480 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $217.15万 | 1.01% | 4,346 | 9 | 0.2% | $4,497 | 加仓 |
| LLY | ELI LILLY & CO | $217.71万 | 1.02% | 2,367 | -25 | -1.0% | -$2.30万 | 减仓 |
| EMR | EMERSON ELEC CO | $232.19万 | 1.08% | 17,722 | -75 | -0.4% | -$9,826 | 减仓 |
| CLX | CLOROX CO DEL | $246.31万 | 1.15% | 23,768 | 77 | 0.3% | $7,980 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $250.53万 | 1.17% | 10,336 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $292.60万 | 1.37% | 18,251 | -74 | -0.4% | -$1.19万 | 减仓 |
| CAT | CATERPILLAR INC | $294.01万 | 1.37% | 4,150 | 40 | 1.0% | $2.83万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $302.52万 | 1.41% | 16,155 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $306.15万 | 1.43% | 5,435 | -10 | -0.2% | -$5,633 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $312.10万 | 1.46% | 12,768 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $319.20万 | 1.49% | 8,623 | 35 | 0.4% | $1.30万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $330.22万 | 1.54% | 3,314 | -18 | -0.5% | -$1.79万 | 减仓 |
| WDFC | WD 40 CO | $330.42万 | 1.54% | 16,202 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $406.68万 | 1.90% | 23,970 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $415.78万 | 1.94% | 14,459 | 11 | 0.1% | $3,163 | 加仓 |
| PG | PROCTER & GAMBLE CO | $431.04万 | 2.01% | 29,842 | 40 | 0.1% | $5,778 | 加仓 |
| RTX | RTX CORPORATION | $438.11万 | 2.05% | 22,712 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $452.21万 | 2.11% | 29,120 | -65 | -0.2% | -$1.01万 | 减仓 |
| WM | WASTE MGMT INC DEL | $537.48万 | 2.51% | 23,390 | -40 | -0.2% | -$9,192 | 减仓 |
| NVDA | NVIDIA CORPORATION | $658.73万 | 3.08% | 37,771 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $663.88万 | 3.10% | 31,072 | -3,032 | -8.9% | -$64.78万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $691.48万 | 3.23% | 7,724 | 35 | 0.5% | $3.13万 | 加仓 |
| CMI | CUMMINS INC | $732.08万 | 3.42% | 13,607 | 10 | 0.1% | $5,380 | 加仓 |
| AVGO | BROADCOM INC | $853.07万 | 3.98% | 27,562 | 202 | 0.7% | $6.25万 | 加仓 |
| ETN | EATON CORP PLC | $928.58万 | 4.34% | 25,962 | -77 | -0.3% | -$2.75万 | 减仓 |
| AAPL | APPLE INC | $2,076.51万 | 9.70% | 81,820 | -559 | -0.7% | -$14.19万 | 减仓 |