13F 机构持仓

Westhampton Capital, LLC

WINSTON-SALEM NC · SEC CIK 0001639997

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.41亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 9.7%
ETN 4.3%
AVGO 4.0%
CMI 3.4%
PH 3.2%
LRCX 3.1%
NVDA 3.1%
WM 2.5%
PEP 2.1%
RTX 2.0%

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
AAPL APPLE INC $2,076.51万9.70%81,820 -559-0.7% -$14.19万 减仓
ETN EATON CORP PLC $928.58万4.34%25,962 -77-0.3% -$2.75万 减仓
AVGO BROADCOM INC $853.07万3.98%27,562 2020.7% $6.25万 加仓
CMI CUMMINS INC $732.08万3.42%13,607 100.1% $5,380 加仓
PH PARKER-HANNIFIN CORP $691.48万3.23%7,724 350.5% $3.13万 加仓
LRCX LAM RESEARCH CORP $663.88万3.10%31,072 -3,032-8.9% -$64.78万 减仓
NVDA NVIDIA CORPORATION $658.73万3.08%37,771 00.0% — 不变
WM WASTE MGMT INC DEL $537.48万2.51%23,390 -40-0.2% -$9,192 减仓
PEP PEPSICO INC $452.21万2.11%29,120 -65-0.2% -$1.01万 减仓
RTX RTX CORPORATION $438.11万2.05%22,712 00.0% — 不变
PG PROCTER & GAMBLE CO $431.04万2.01%29,842 400.1% $5,778 加仓
GOOGL ALPHABET INC $415.78万1.94%14,459 110.1% $3,163 加仓
— EXXON MOBIL CORP $406.68万1.90%23,970 00.0% — 不变
WDFC WD 40 CO $330.42万1.54%16,202 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $330.22万1.54%3,314 -18-0.5% -$1.79万 减仓
MSFT MICROSOFT CORP $319.20万1.49%8,623 350.4% $1.30万 加仓
JNJ JOHNSON & JOHNSON $312.10万1.46%12,768 00.0% — 不变
DE DEERE & CO $306.15万1.43%5,435 -10-0.2% -$5,633 减仓
RRX REGAL REXNORD CORPORATION $302.52万1.41%16,155 00.0% — 不变
CAT CATERPILLAR INC $294.01万1.37%4,150 401.0% $2.83万 加仓
PANW PALO ALTO NETWORKS INC $292.60万1.37%18,251 -74-0.4% -$1.19万 减仓
IBM INTERNATIONAL BUSINESS MACHS $250.53万1.17%10,336 00.0% — 不变
CLX CLOROX CO DEL $246.31万1.15%23,768 770.3% $7,980 加仓
EMR EMERSON ELEC CO $232.19万1.08%17,722 -75-0.4% -$9,826 减仓
LLY ELI LILLY & CO $217.71万1.02%2,367 -25-1.0% -$2.30万 减仓
MA MASTERCARD INCORPORATED $217.15万1.01%4,346 90.2% $4,497 加仓
DIS DISNEY WALT CO $216.66万1.01%22,480 00.0% — 不变
CHD CHURCH & DWIGHT CO INC $216.50万1.01%23,200 00.0% — 不变
ABBV ABBVIE INC $213.88万1.00%9,834 00.0% — 不变
LMT LOCKHEED MARTIN CORP $213.53万1.00%3,533 -190-5.1% -$11.48万 减仓
QQQ INVESCO QQQ TR $210.50万0.98%3,647 -8-0.2% -$4,617 减仓
HSY HERSHEY CO $206.37万0.96%9,927 00.0% — 不变
KO COCA COLA CO $205.14万0.96%26,975 00.0% — 不变
SON SONOCO PRODS CO $186.78万0.87%34,532 00.0% — 不变
LOW LOWES COS INC $184.35万0.86%7,802 00.0% — 不变
MCD MCDONALDS CORP $171.34万0.80%5,513 -50-0.9% -$1.55万 减仓
QCOM QUALCOMM INC $167.32万0.78%12,993 00.0% — 不变
UL UNILEVER PLC $165.99万0.78%29,136 -88-0.3% -$5,013 减仓
— HONEYWELL INTL INC $160.93万0.75%7,120 00.0% — 不变
BLK BLACKROCK INC $159.64万0.75%1,660 -10-0.6% -$9,617 减仓
JPM JPMORGAN CHASE & CO $158.20万0.74%5,378 1402.7% $4.12万 加仓
BMY BRISTOL-MYERS SQUIBB CO $152.36万0.71%25,122 -300-1.2% -$1.82万 减仓
HD HOME DEPOT INC $150.43万0.70%4,574 -30-0.7% -$9,867 减仓
PNFP PINNACLE FINL PARTNERS INC $148.98万0.70%17,295 17,295— $148.98万 新建仓
TT TRANE TECHNOLOGIES PLC $147.94万0.69%3,550 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $144.66万0.68%1,710 00.0% — 不变
BA BOEING CO $139.96万0.65%7,032 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $139.24万0.65%2,141 00.0% — 不变
MMM 3M CO $138.29万0.65%9,522 00.0% — 不变
CB CHUBB LTD SWITZ $136.56万0.64%4,190 00.0% — 不变
CVX CHEVRON CORPORATION $134.65万0.63%6,508 00.0% — 不变
MKC MCCORMICK & CO INC $130.39万0.61%25,850 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $122.29万0.57%2,488 00.0% — 不变
AMZN AMAZON COM INC $121.11万0.57%5,815 1001.7% $2.08万 加仓
PFE PFIZER INC $117.54万0.55%41,858 00.0% — 不变
KMB KIMBERLY-CLARK CORP $117.19万0.55%12,148 00.0% — 不变
AMT AMERICAN TOWER CORP $116.23万0.54%6,735 -148-2.2% -$2.55万 减仓
AMGN AMGEN INC $114.35万0.53%3,250 00.0% — 不变
KHC KRAFT HEINZ CO $113.53万0.53%50,482 1000.2% $2,249 加仓
IJH ISHARES TR $107.41万0.50%15,905 350.2% $2,364 加仓
GOOG ALPHABET INC $104.70万0.49%3,650 -15-0.4% -$4,303 减仓
SJM SMUCKER J M CO $101.68万0.47%10,543 00.0% — 不变
PSX PHILLIPS 66 $94.55万0.44%5,190 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $94.49万0.44%1,223 00.0% — 不变
CL COLGATE PALMOLIVE CO $92.99万0.43%10,910 -100-0.9% -$8,523 减仓
GD GENERAL DYNAMICS CORP $91.47万0.43%2,665 00.0% — 不变
BAC BANK AMERICA CORP $89.34万0.42%18,327 00.0% — 不变
COP CONOCOPHILLIPS $86.00万0.40%6,515 00.0% — 不变
GEV GE VERNOVA INC $84.85万0.40%972 667.3% $5.76万 加仓
IEV ISHARES TR $84.16万0.39%12,388 00.0% — 不变
DEO DIAGEO PLC $83.49万0.39%11,214 800.7% $5,956 加仓
CARR CARRIER GLOBAL CORPORATION $83.43万0.39%14,817 00.0% — 不变
VBR VANGUARD INDEX FDS $81.01万0.38%3,729 110.3% $2,390 加仓
CINF CINCINNATI FINL CORP $79.07万0.37%5,025 00.0% — 不变
PRU PRUDENTIAL FINL INC $75.77万0.35%7,756 4,695153.4% $45.87万 加仓
GE GE AEROSPACE $70.91万0.33%2,499 00.0% — 不变
GPC GENUINE PARTS CO $68.63万0.32%6,490 00.0% — 不变
CTVA CORTEVA INC $66.48万0.31%7,942 00.0% — 不变
V VISA INC $57.49万0.27%1,902 100.5% $3,022 加仓
TFC TRUIST FINL CORP $56.58万0.26%12,309 -146-1.2% -$6,712 减仓
ABT ABBOTT LABORATORIES $56.31万0.26%5,485 00.0% — 不变
NMM NAVIOS MARITIME PARTNERS LP $51.66万0.24%7,656 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $47.93万0.22%6,218 00.0% — 不变
DAC DANAOS CORPORATION $47.93万0.22%4,255 00.0% — 不变
GLD SPDR GOLD TR $47.25万0.22%1,098 00.0% — 不变
CRI CARTERS INC $46.49万0.22%13,000 -4,400-25.3% -$15.73万 减仓
DUK DUKE ENERGY CORP NEW $45.87万0.21%3,503 00.0% — 不变
WHR WHIRLPOOL CORP $44.16万0.21%8,190 00.0% — 不变
GIS GENERAL MILLS INC $41.74万0.19%11,214 10.0% $37 加仓
TDG TRANSDIGM GROUP INC $41.49万0.19%358 00.0% — 不变
MDT MEDTRONIC PLC $41.38万0.19%4,775 -900-15.9% -$7.80万 减仓
Q QNITY ELECTRONICS INC $41.05万0.19%3,558 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $39.20万0.18%1,004 -100-9.1% -$3.90万 减仓
— MANAGED PORTFOLIO SERIES $37.99万0.18%9,393 1501.6% $6,067 加仓
NOC NORTHROP GRUMMAN CORP $36.84万0.17%540 00.0% — 不变
VRT VERTIV HOLDINGS CO $36.71万0.17%1,465 -340-18.8% -$8.52万 减仓
BWA BORGWARNER INC $34.73万0.16%6,400 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $32.54万0.15%1,250 -50-3.8% -$1.30万 减仓
— DUPONT DE NEMOURS INC $31.66万0.15%7,125 00.0% — 不变
WFC WELLS FARGO & CO $30.25万0.14%3,800 00.0% — 不变