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 |
|---|---|---|---|---|---|---|---|---|
| EQT | EQT CORP | $29.91万 | 0.14% | 4,700 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $29.56万 | 0.14% | 830 | 0 | 0.0% | — | 不变 |
| — | BASSETT FURNITURE INDS INC | $29.11万 | 0.14% | 20,571 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $28.54万 | 0.13% | 6,852 | -4,062 | -37.2% | -$16.92万 | 重新持有 |
| BHB | BAR HBR BANKSHARES | $27.83万 | 0.13% | 8,575 | -2,000 | -18.9% | -$6.49万 | 减仓 |
| IR | INGERSOLL RAND INC | $27.06万 | 0.13% | 3,378 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $26.41万 | 0.12% | 16,800 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $26.39万 | 0.12% | 807 | 15 | 1.9% | $4,906 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $26.38万 | 0.12% | 1,350 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $25.83万 | 0.12% | 900 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $25.00万 | 0.12% | 652 | 652 | — | $25.00万 | 新建仓 |
| — | VANECK ETF TRUST | $24.70万 | 0.12% | 5,000 | 5,000 | — | $24.70万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $23.79万 | 0.11% | 1,200 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $23.76万 | 0.11% | 1,975 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $23.60万 | 0.11% | 3,995 | 3,995 | — | $23.60万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $23.44万 | 0.11% | 1,200 | 0 | 0.0% | — | 重新持有 |
| MET | METLIFE INC | $22.28万 | 0.10% | 3,150 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $21.88万 | 0.10% | 4,206 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $21.77万 | 0.10% | 4,160 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $21.59万 | 0.10% | 414 | 414 | — | $21.59万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $21.35万 | 0.10% | 6,960 | 6,960 | — | $21.35万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.89万 | 0.10% | 772 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $20.82万 | 0.10% | 560 | 10 | 1.8% | $3,718 | 加仓 |
| DHI | D R HORTON INC | $20.56万 | 0.10% | 1,498 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $20.49万 | 0.10% | 1,250 | 1,250 | — | $20.49万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.41万 | 0.10% | 949 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $20.17万 | 0.09% | 1,700 | 1,700 | — | $20.17万 | 新建仓 |
| HAFN | HAFNIA LTD | $8.36万 | 0.04% | 11,000 | 0 | 0.0% | — | 不变 |
| KOS | KOSMOS ENERGY LTD | $6.95万 | 0.03% | 25,000 | 0 | 0.0% | — | 不变 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -17,295 | -100.0% | -$165.01万 | 清仓 |
| — | ALEXANDER & BALDWIN INC NEW | $0 | 0.00% | 0 | -15,500 | -100.0% | -$31.99万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -5,390 | -100.0% | -$24.00万 | 清仓 |