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 |
|---|---|---|---|---|---|---|---|---|
| GNRC | GENERAC HLDGS INC | $35.14万 | 0.15% | 1,200 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $33.81万 | 0.14% | 1,250 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $32.28万 | 0.13% | 8,190 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $32.09万 | 0.13% | 772 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $31.40万 | 0.13% | 3,800 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $31.37万 | 0.13% | 2,313 | -4,812 | -67.5% | -$65.27万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $29.91万 | 0.12% | 807 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $28.31万 | 0.12% | 900 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $27.70万 | 0.11% | 3,378 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $27.50万 | 0.11% | 540 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $26.65万 | 0.11% | 3,150 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $25.40万 | 0.11% | 4,206 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $25.38万 | 0.11% | 1,975 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $24.99万 | 0.10% | 4,700 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $24.58万 | 0.10% | 1,700 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $24.40万 | 0.10% | 1,498 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $24.03万 | 0.10% | 1,250 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $23.55万 | 0.10% | 560 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $23.34万 | 0.10% | 3,995 | 0 | 0.0% | — | 不变 |
| IIIN | INSTEEL INDS INC | $23.25万 | 0.10% | 7,700 | 7,700 | — | $23.25万 | 新建仓 |
| — | VANECK ETF TRUST | $23.04万 | 0.10% | 5,000 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $22.57万 | 0.09% | 954 | 5 | 0.5% | $1,183 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $22.07万 | 0.09% | 6,960 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $21.86万 | 0.09% | 4,160 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $21.78万 | 0.09% | 440 | 440 | — | $21.78万 | 新建仓 |
| C | CITIGROUP INC | $20.99万 | 0.09% | 1,500 | 1,500 | — | $20.99万 | 新建仓 |
| FDX | FEDEX CORP | $20.51万 | 0.09% | 655 | -175 | -21.1% | -$5.48万 | 减仓 |
| CSX | CSX CORP | $20.44万 | 0.08% | 4,300 | 4,300 | — | $20.44万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $14.13万 | 0.06% | 10,500 | -6,300 | -37.5% | -$8.48万 | 减仓 |
| HAFN | HAFNIA LTD | $7.30万 | 0.03% | 11,000 | 0 | 0.0% | — | 不变 |
| KOS | KOSMOS ENERGY LTD | $5.28万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -5,485 | -100.0% | -$56.31万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -6,852 | -100.0% | -$28.54万 | 清仓 |
| BHB | BAR HBR BANKSHARES | $0 | 0.00% | 0 | -8,575 | -100.0% | -$27.83万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -1,350 | -100.0% | -$26.38万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,200 | -100.0% | -$23.79万 | 清仓 |