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 |
|---|---|---|---|---|---|---|---|---|
| TT | TRANE TECHNOLOGIES PLC | $174.36万 | 0.72% | 3,550 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $176.04万 | 0.73% | 5,378 | 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 |
| LMT | LOCKHEED MARTIN CORP | $179.99万 | 0.75% | 3,533 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $191.21万 | 0.79% | 33,932 | -600 | -1.7% | -$3.38万 | 减仓 |
| DIS | DISNEY WALT CO | $214.44万 | 0.89% | 22,280 | -200 | -0.9% | -$1.92万 | 减仓 |
| KO | COCA COLA CO | $217.44万 | 0.90% | 26,755 | -220 | -0.8% | -$1.79万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $223.52万 | 0.93% | 4,352 | 6 | 0.1% | $3,082 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $224.76万 | 0.93% | 23,200 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $246.61万 | 1.02% | 9,800 | -34 | -0.3% | -$8,556 | 减仓 |
| CLX | CLOROX CO DEL | $248.38万 | 1.03% | 26,025 | 2,257 | 9.5% | $21.54万 | 加仓 |
| EMR | EMERSON ELEC CO | $248.39万 | 1.03% | 17,352 | -370 | -2.1% | -$5.30万 | 减仓 |
| QQQ | INVESCO QQQ TR | $271.66万 | 1.13% | 3,689 | 42 | 1.2% | $3.09万 | 加仓 |
| LLY | ELI LILLY & CO | $283.91万 | 1.18% | 2,367 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $287.82万 | 1.19% | 10,235 | -101 | -1.0% | -$2.84万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $309.83万 | 1.29% | 3,312 | -2 | -0.1% | -$1,871 | 减仓 |
| MSFT | MICROSOFT CORP | $318.75万 | 1.32% | 8,545 | -78 | -0.9% | -$2.91万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $324.27万 | 1.35% | 12,768 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $327.44万 | 1.36% | 23,950 | -20 | -0.1% | -$2,734 | 减仓 |
| DE | DEERE & CO | $344.76万 | 1.43% | 5,435 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $384.80万 | 1.60% | 16,155 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 CO | $390.12万 | 1.62% | 16,012 | -190 | -1.2% | -$4.63万 | 减仓 |
| PEP | PEPSICO INC | $392.40万 | 1.63% | 28,980 | -140 | -0.5% | -$1.90万 | 减仓 |
| RTX | RTX CORPORATION | $424.27万 | 1.76% | 22,362 | -350 | -1.5% | -$6.64万 | 减仓 |
| CAT | CATERPILLAR INC | $431.28万 | 1.79% | 4,050 | -100 | -2.4% | -$10.65万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $438.34万 | 1.82% | 29,892 | 50 | 0.2% | $7,332 | 加仓 |
| GOOGL | ALPHABET INC | $516.72万 | 2.14% | 14,459 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $518.42万 | 2.15% | 23,260 | -130 | -0.6% | -$2.90万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $615.58万 | 2.55% | 18,051 | -200 | -1.1% | -$6.82万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $665.02万 | 2.76% | 6,799 | -925 | -12.0% | -$90.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $713.96万 | 2.96% | 35,682 | -2,089 | -5.5% | -$41.80万 | 减仓 |
| CMI | CUMMINS INC | $970.46万 | 4.03% | 13,607 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1,028.42万 | 4.27% | 27,225 | -337 | -1.2% | -$12.73万 | 减仓 |
| ETN | EATON CORP PLC | $1,063.47万 | 4.41% | 24,957 | -1,005 | -3.9% | -$42.83万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,337.78万 | 5.55% | 30,872 | -200 | -0.6% | -$8.67万 | 减仓 |
| AAPL | APPLE INC | $2,356.46万 | 9.78% | 81,437 | -383 | -0.5% | -$11.08万 | 减仓 |