BEESE FULMER INVESTMENT MANAGEMENT, INC.
CANTON OH · SEC CIK 0000911274
$15.60亿2026Q1 申报市值
435持仓数
28.2%前十大占比 · 第一大 5.2%
84 / 39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
NVDA 加仓+$1,675.56万
IBM 加仓+$1,147.98万
IBDS 加仓+$731.13万
LITE 新建仓+$286.66万
VCSH 加仓+$195.61万
2026Q1 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$3,578.43万
COST 减仓-$3,120.27万
META 减仓-$2,010.45万
CB 减仓-$1,961.12万
PM 减仓-$1,955.70万
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 |
|---|---|---|---|---|---|---|---|---|
| MDB | MONGODB INC | $23.18万 | 0.01% | 947 | 947 | — | $23.18万 | 新建仓 |
| IBTH | ISHARES TR | $23.23万 | 0.01% | 10,356 | 100 | 1.0% | $2,243 | 加仓 |
| APG | API GROUP CORP | $23.24万 | 0.01% | 5,736 | -64 | -1.1% | -$2,593 | 减仓 |
| DASH | DOORDASH INC | $23.26万 | 0.01% | 1,549 | 490 | 46.3% | $7.36万 | 加仓 |
| DOV | DOVER CORP | $23.44万 | 0.02% | 1,124 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $23.51万 | 0.02% | 1,810 | 1,810 | — | $23.51万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $23.52万 | 0.02% | 9,880 | 9,880 | — | $23.52万 | 新建仓 |
| MSCI | MSCI INC | $23.55万 | 0.02% | 437 | 437 | — | $23.55万 | 新建仓 |
| MHK | MOHAWK INDS INC | $23.80万 | 0.02% | 2,417 | 2,417 | — | $23.80万 | 新建仓 |
| NTNX | NUTANIX INC | $23.82万 | 0.02% | 6,266 | -1,558 | -19.9% | -$5.92万 | 减仓 |
| HTB | HOMETRUST BANCSHARES INC | $23.89万 | 0.02% | 5,602 | -84 | -1.5% | -$3,583 | 减仓 |
| AR | ANTERO RESOURCES CORP | $24.02万 | 0.02% | 5,659 | 5,659 | — | $24.02万 | 新建仓 |
| ESTC | ELASTIC N V | $24.14万 | 0.02% | 4,829 | -821 | -14.5% | -$4.10万 | 减仓 |
| IRM | IRON MTN INC DEL | $24.21万 | 0.02% | 2,350 | 2,350 | — | $24.21万 | 新建仓 |
| ORRF | ORRSTOWN FINL SVCS INC | $24.23万 | 0.02% | 6,717 | -16 | -0.2% | -$577 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $24.26万 | 0.02% | 6,315 | 1,501 | 31.2% | $5.77万 | 加仓 |
| NKE | NIKE INC | $24.32万 | 0.02% | 4,579 | 4,579 | — | $24.32万 | 新建仓 |
| WEX | WEX INC | $24.33万 | 0.02% | 1,590 | 1,590 | — | $24.33万 | 新建仓 |
| COO | COOPER COS INC | $24.42万 | 0.02% | 3,415 | 3,415 | — | $24.42万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $24.45万 | 0.02% | 3,374 | -1,730 | -33.9% | -$12.54万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $24.59万 | 0.02% | 808 | -168 | -17.2% | -$5.11万 | 减仓 |
| ETR | ENTERGY CORP NEW | $24.60万 | 0.02% | 2,189 | 2,189 | — | $24.60万 | 新建仓 |
| YUM | YUM BRANDS INC | $24.63万 | 0.02% | 1,584 | 1,584 | — | $24.63万 | 新建仓 |
| ATI | ATI INC | $24.98万 | 0.02% | 1,717 | 1,717 | — | $24.98万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $25.04万 | 0.02% | 1,170 | 1,170 | — | $25.04万 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $25.12万 | 0.02% | 10,741 | 10,741 | — | $25.12万 | 新建仓 |
| QXO | QXO INC | $25.18万 | 0.02% | 12,967 | 12,967 | — | $25.18万 | 新建仓 |
| IOO | ISHARES TR | $25.19万 | 0.02% | 2,082 | 0 | 0.0% | — | 不变 |
| FOUR | SHIFT4 PMTS INC | $25.35万 | 0.02% | 5,797 | 745 | 14.7% | $3.26万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $25.58万 | 0.02% | 234 | -64 | -21.5% | -$7.00万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $25.64万 | 0.02% | 552 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC | $25.68万 | 0.02% | 1,555 | 1,555 | — | $25.68万 | 新建仓 |
| MLI | MUELLER INDS INC | $25.68万 | 0.02% | 2,318 | 384 | 19.9% | $4.25万 | 加仓 |
| VMC | VULCAN MATLS CO | $25.73万 | 0.02% | 945 | 945 | — | $25.73万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $25.73万 | 0.02% | 3,250 | -150 | -4.4% | -$1.19万 | 减仓 |
| OMC | OMNICOM GROUP INC | $25.78万 | 0.02% | 3,383 | 3,383 | — | $25.78万 | 新建仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $25.81万 | 0.02% | 4,786 | -2 | -0.0% | -$108 | 减仓 |
| LH | LABCORP HOLDINGS INC | $25.88万 | 0.02% | 970 | -226 | -18.9% | -$6.03万 | 减仓 |
| WAT | WATERS CORP | $26.15万 | 0.02% | 878 | 878 | — | $26.15万 | 新建仓 |
| CCI | CROWN CASTLE INC | $26.20万 | 0.02% | 3,222 | 313 | 10.8% | $2.55万 | 加仓 |
| BBY | BEST BUY INC | $26.22万 | 0.02% | 4,024 | -427 | -9.6% | -$2.78万 | 减仓 |
| C | CITIGROUP INC | $26.24万 | 0.02% | 2,314 | -59 | -2.5% | -$6,691 | 减仓 |
| GWW | WW GRAINGER INC | $26.29万 | 0.02% | 241 | 241 | — | $26.29万 | 新建仓 |
| CI | THE CIGNA GROUP | $26.49万 | 0.02% | 993 | 993 | — | $26.49万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $26.59万 | 0.02% | 3,209 | 3,209 | — | $26.59万 | 新建仓 |
| KMX | CARMAX INC | $26.72万 | 0.02% | 6,426 | 6,426 | — | $26.72万 | 新建仓 |
| ITOT | ISHARES TR | $26.81万 | 0.02% | 1,882 | -99 | -5.0% | -$1.41万 | 减仓 |
| CCL | CARNIVAL CORP | $26.91万 | 0.02% | 10,399 | 10,399 | — | $26.91万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $27.06万 | 0.02% | 11,882 | 3,433 | 40.6% | $7.82万 | 加仓 |
| — | APELLIS PHARMACEUTICALS INC | $27.15万 | 0.02% | 6,748 | 6,748 | — | $27.15万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.20万 | 0.02% | 553 | -507 | -47.8% | -$24.94万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $27.21万 | 0.02% | 1,333 | 121 | 10.0% | $2.47万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $27.33万 | 0.02% | 5,462 | 5,462 | — | $27.33万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $27.73万 | 0.02% | 3,312 | 3,312 | — | $27.73万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $27.83万 | 0.02% | 4,344 | -39 | -0.9% | -$2,499 | 减仓 |
| BRO | BROWN & BROWN INC | $27.94万 | 0.02% | 4,285 | 1,047 | 32.3% | $6.83万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $28.08万 | 0.02% | 1,416 | -518 | -26.8% | -$10.27万 | 减仓 |
| ARMK | ARAMARK | $28.23万 | 0.02% | 6,963 | 1,221 | 21.3% | $4.95万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $28.23万 | 0.02% | 1,711 | 257 | 17.7% | $4.24万 | 加仓 |
| TTC | TORO CO | $28.36万 | 0.02% | 3,022 | 3,022 | — | $28.36万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $28.60万 | 0.02% | 1,896 | 505 | 36.3% | $7.62万 | 加仓 |
| MTUS | METALLUS INC | $28.63万 | 0.02% | 17,522 | -129 | -0.7% | -$2,108 | 减仓 |
| IDXX | IDEXX LABS INC | $28.66万 | 0.02% | 510 | 170 | 50.0% | $9.55万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $28.70万 | 0.02% | 6,336 | 201 | 3.3% | $9,106 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $28.77万 | 0.02% | 6,270 | 2 | 0.0% | $92 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $28.86万 | 0.02% | 3,681 | -52 | -1.4% | -$4,077 | 减仓 |
| DAL | DELTA AIR LINES INC | $28.95万 | 0.02% | 4,354 | 4,354 | — | $28.95万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $29.01万 | 0.02% | 1,463 | -262 | -15.2% | -$5.20万 | 减仓 |
| EFX | EQUIFAX INC | $29.03万 | 0.02% | 1,612 | 1,612 | — | $29.03万 | 新建仓 |
| MET | METLIFE INC | $29.51万 | 0.02% | 4,173 | -868 | -17.2% | -$6.14万 | 减仓 |
| SDY | SPDR SERIES TRUST | $29.55万 | 0.02% | 2,025 | -123 | -5.7% | -$1.80万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $29.76万 | 0.02% | 3,100 | -96 | -3.0% | -$9,215 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $29.79万 | 0.02% | 2,938 | 784 | 36.4% | $7.95万 | 加仓 |
| HAL | HALLIBURTON CO | $29.96万 | 0.02% | 7,685 | 7,685 | — | $29.96万 | 新建仓 |
| BROS | DUTCH BROS INC | $30.11万 | 0.02% | 5,943 | 5,943 | — | $30.11万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $30.35万 | 0.02% | 4,379 | 4,379 | — | $30.35万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $30.62万 | 0.02% | 1,102 | 1,102 | — | $30.62万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $30.75万 | 0.02% | 10,013 | 2,431 | 32.1% | $7.47万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $30.80万 | 0.02% | 9,623 | -968 | -9.1% | -$3.10万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $30.81万 | 0.02% | 1,826 | 1,826 | — | $30.81万 | 新建仓 |
| TSN | TYSON FOODS INC | $31.05万 | 0.02% | 4,847 | 4,847 | — | $31.05万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $31.10万 | 0.02% | 595 | 87 | 17.1% | $4.55万 | 加仓 |
| FSBW | FS BANCORP INC | $31.26万 | 0.02% | 8,100 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $31.27万 | 0.02% | 890 | -54 | -5.7% | -$1.90万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $31.39万 | 0.02% | 4,072 | 186 | 4.8% | $1.43万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $31.39万 | 0.02% | 1,260 | 176 | 16.2% | $4.38万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $31.43万 | 0.02% | 4,265 | -1,638 | -27.7% | -$12.07万 | 减仓 |
| PLD | PROLOGIS INC. | $31.86万 | 0.02% | 2,410 | -180 | -6.9% | -$2.38万 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $31.98万 | 0.02% | 10,660 | -14 | -0.1% | -$420 | 减仓 |
| EQT | EQT CORP | $32.21万 | 0.02% | 5,061 | 496 | 10.9% | $3.16万 | 加仓 |
| QDF | FLEXSHARES TR | $32.35万 | 0.02% | 4,090 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $32.42万 | 0.02% | 4,619 | 0 | 0.0% | — | 不变 |
| PLAY | DAVE & BUSTERS ENTMT INC | $32.67万 | 0.02% | 30,165 | 297 | 1.0% | $3,217 | 加仓 |
| IBB | ISHARES TR | $32.84万 | 0.02% | 1,945 | 595 | 44.1% | $10.05万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $32.90万 | 0.02% | 1,256 | -193 | -13.3% | -$5.06万 | 减仓 |
| DG | DOLLAR GEN CORP | $33.38万 | 0.02% | 2,811 | 962 | 52.0% | $11.42万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $33.60万 | 0.02% | 756 | 251 | 49.7% | $11.15万 | 加仓 |
| CME | CME GROUP INC | $33.70万 | 0.02% | 1,141 | -232 | -16.9% | -$6.85万 | 重新持有 |
| ENB | ENBRIDGE INC | $33.94万 | 0.02% | 6,269 | 512 | 8.9% | $2.77万 | 加仓 |
| WRB | BERKLEY W R CORP | $34.00万 | 0.02% | 5,130 | 207 | 4.2% | $1.37万 | 加仓 |