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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 202 | 0.7% | $6.25万 | 加仓 |
| CMI | CUMMINS INC | $732.08万 | 3.42% | 13,607 | 10 | 0.1% | $5,380 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $691.48万 | 3.23% | 7,724 | 35 | 0.5% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $431.04万 | 2.01% | 29,842 | 40 | 0.1% | $5,778 | 加仓 |
| GOOGL | ALPHABET INC | $415.78万 | 1.94% | 14,459 | 11 | 0.1% | $3,163 | 加仓 |
| — | EXXON MOBIL CORP | $406.68万 | 1.90% | 23,970 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 CO | $330.42万 | 1.54% | 16,202 | 0 | 0.0% | — | 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 | 35 | 0.4% | $1.30万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $312.10万 | 1.46% | 12,768 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $294.01万 | 1.37% | 4,150 | 40 | 1.0% | $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 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $246.31万 | 1.15% | 23,768 | 77 | 0.3% | $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 | 9 | 0.2% | $4,497 | 加仓 |
| DIS | DISNEY WALT CO | $216.66万 | 1.01% | 22,480 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $216.50万 | 1.01% | 23,200 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $213.88万 | 1.00% | 9,834 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $205.14万 | 0.96% | 26,975 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $186.78万 | 0.87% | 34,532 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $184.35万 | 0.86% | 7,802 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 140 | 2.7% | $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 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $144.66万 | 0.68% | 1,710 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $139.96万 | 0.65% | 7,032 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $139.24万 | 0.65% | 2,141 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $138.29万 | 0.65% | 9,522 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $136.56万 | 0.64% | 4,190 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $134.65万 | 0.63% | 6,508 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $130.39万 | 0.61% | 25,850 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $122.29万 | 0.57% | 2,488 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $121.11万 | 0.57% | 5,815 | 100 | 1.7% | $2.08万 | 加仓 |
| PFE | PFIZER INC | $117.54万 | 0.55% | 41,858 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $117.19万 | 0.55% | 12,148 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $113.53万 | 0.53% | 50,482 | 100 | 0.2% | $2,249 | 加仓 |
| IJH | ISHARES TR | $107.41万 | 0.50% | 15,905 | 35 | 0.2% | $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 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $94.55万 | 0.44% | 5,190 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $94.49万 | 0.44% | 1,223 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $89.34万 | 0.42% | 18,327 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $86.00万 | 0.40% | 6,515 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $84.85万 | 0.40% | 972 | 66 | 7.3% | $5.76万 | 加仓 |
| IEV | ISHARES TR | $84.16万 | 0.39% | 12,388 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $83.49万 | 0.39% | 11,214 | 80 | 0.7% | $5,956 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $83.43万 | 0.39% | 14,817 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $81.01万 | 0.38% | 3,729 | 11 | 0.3% | $2,390 | 加仓 |
| CINF | CINCINNATI FINL CORP | $79.07万 | 0.37% | 5,025 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $75.77万 | 0.35% | 7,756 | 4,695 | 153.4% | $45.87万 | 加仓 |
| GE | GE AEROSPACE | $70.91万 | 0.33% | 2,499 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $68.63万 | 0.32% | 6,490 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $66.48万 | 0.31% | 7,942 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $57.49万 | 0.27% | 1,902 | 10 | 0.5% | $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 | 0 | 0.0% | — | 不变 |
| NMM | NAVIOS MARITIME PARTNERS LP | $51.66万 | 0.24% | 7,656 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $47.93万 | 0.22% | 6,218 | 0 | 0.0% | — | 不变 |
| DAC | DANAOS CORPORATION | $47.93万 | 0.22% | 4,255 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $47.25万 | 0.22% | 1,098 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $44.16万 | 0.21% | 8,190 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $41.74万 | 0.19% | 11,214 | 1 | 0.0% | $37 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $41.49万 | 0.19% | 358 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 150 | 1.6% | $6,067 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $36.84万 | 0.17% | 540 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $30.25万 | 0.14% | 3,800 | 0 | 0.0% | — | 不变 |