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 |
|---|---|---|---|---|---|---|---|---|
| MCO | MOODYS CORP | $34.33万 | 0.02% | 787 | 225 | 40.0% | $9.82万 | 加仓 |
| EXEL | EXELIXIS INC | $34.54万 | 0.02% | 8,053 | 325 | 4.2% | $1.39万 | 加仓 |
| VDE | VANGUARD WORLD FD | $34.61万 | 0.02% | 2,000 | 2,000 | — | $34.61万 | 新建仓 |
| ADBE | ADOBE INC | $34.64万 | 0.02% | 1,425 | 292 | 25.8% | $7.10万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $34.70万 | 0.02% | 2,634 | 730 | 38.3% | $9.62万 | 加仓 |
| VV | VANGUARD INDEX FDS | $34.72万 | 0.02% | 1,162 | -951 | -45.0% | -$28.41万 | 减仓 |
| BLK | BLACKROCK INC | $34.81万 | 0.02% | 362 | 135 | 59.5% | $12.98万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $34.96万 | 0.02% | 7,110 | 7,110 | — | $34.96万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $34.97万 | 0.02% | 1,784 | 153 | 9.4% | $3.00万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $35.03万 | 0.02% | 1,152 | 1,152 | — | $35.03万 | 新建仓 |
| KKR | KKR & CO INC | $35.17万 | 0.02% | 3,802 | 1,032 | 37.3% | $9.55万 | 重新持有 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $35.22万 | 0.02% | 594 | -30 | -4.8% | -$1.78万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $35.29万 | 0.02% | 1,210 | 1,210 | — | $35.29万 | 新建仓 |
| HEI | HEICO CORP NEW | $35.73万 | 0.02% | 1,303 | 211 | 19.3% | $5.79万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $35.87万 | 0.02% | 3,584 | 1,448 | 67.8% | $14.49万 | 加仓 |
| SF | STIFEL FINL CORP | $36.19万 | 0.02% | 4,896 | 1,572 | 47.3% | $11.62万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $36.45万 | 0.02% | 759 | -57 | -7.0% | -$2.74万 | 减仓 |
| CVNA | CARVANA CO | $36.94万 | 0.02% | 1,175 | 1,175 | — | $36.94万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $36.96万 | 0.02% | 17,093 | 9,230 | 117.4% | $19.96万 | 加仓 |
| COR | CENCORA INC | $37.04万 | 0.02% | 1,179 | 1,179 | — | $37.04万 | 新建仓 |
| — | SEALED AIR CORP NEW | $37.10万 | 0.02% | 8,823 | 3,051 | 52.9% | $12.83万 | 加仓 |
| AA | ALCOA CORP | $37.16万 | 0.02% | 5,602 | 5,602 | — | $37.16万 | 新建仓 |
| CZWI | CITIZENS CMNTY BANCORP INC M | $37.21万 | 0.02% | 18,794 | 6 | 0.0% | $119 | 加仓 |
| SO | SOUTHERN CO | $37.23万 | 0.02% | 3,858 | -819 | -17.5% | -$7.90万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $37.27万 | 0.02% | 7,531 | 7,531 | — | $37.27万 | 新建仓 |
| FIVE | FIVE BELOW INC | $37.59万 | 0.02% | 1,645 | 1,645 | — | $37.59万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $37.63万 | 0.02% | 3,214 | -277 | -7.9% | -$3.24万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $37.65万 | 0.02% | 1,151 | 1,151 | — | $37.65万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $37.94万 | 0.02% | 5,275 | 2,496 | 89.8% | $17.95万 | 重新持有 |
| NVS | NOVARTIS AG | $38.03万 | 0.02% | 2,490 | -100 | -3.9% | -$1.53万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $38.29万 | 0.02% | 7,084 | -92 | -1.3% | -$4,972 | 减仓 |
| TWLO | TWILIO INC | $38.49万 | 0.02% | 3,059 | 905 | 42.0% | $11.39万 | 加仓 |
| WSBC | WESBANCO INC | $38.58万 | 0.02% | 11,064 | 4,607 | 71.3% | $16.06万 | 加仓 |
| AMAT | APPLIED MATLS INC | $38.59万 | 0.02% | 1,129 | 98 | 9.5% | $3.35万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $38.69万 | 0.02% | 5,265 | 1,659 | 46.0% | $12.19万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $38.72万 | 0.02% | 2,647 | 228 | 9.4% | $3.34万 | 加仓 |
| UL | UNILEVER PLC | $39.63万 | 0.03% | 6,889 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $39.91万 | 0.03% | 1,737 | -191 | -9.9% | -$4.39万 | 减仓 |
| TXT | TEXTRON INC | $40.37万 | 0.03% | 4,610 | 492 | 11.9% | $4.31万 | 加仓 |
| ITT | ITT INC | $40.38万 | 0.03% | 2,116 | 904 | 74.6% | $17.25万 | 加仓 |
| OEF | ISHARES TR | $40.74万 | 0.03% | 1,281 | 71 | 5.9% | $2.26万 | 加仓 |
| ALAB | ASTERA LABS INC | $41.29万 | 0.03% | 3,767 | 3,767 | — | $41.29万 | 新建仓 |
| FOXA | FOX CORP | $41.73万 | 0.03% | 7,145 | -1,008 | -12.4% | -$5.89万 | 减仓 |
| MINT | PIMCO ETF TR | $41.85万 | 0.03% | 4,161 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $41.96万 | 0.03% | 2,188 | 1 | 0.0% | $192 | 加仓 |
| — | MASIMO CORP | $41.98万 | 0.03% | 2,360 | 358 | 17.9% | $6.37万 | 加仓 |
| WELL | WELLTOWER INC | $42.34万 | 0.03% | 2,142 | -50 | -2.3% | -$9,884 | 减仓 |
| H | HYATT HOTELS CORP | $42.63万 | 0.03% | 2,965 | 443 | 17.6% | $6.37万 | 加仓 |
| XEL | XCEL ENERGY INC | $42.74万 | 0.03% | 5,380 | -1,196 | -18.2% | -$9.50万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $42.85万 | 0.03% | 2,723 | -66 | -2.4% | -$1.04万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $42.97万 | 0.03% | 7,606 | 1,310 | 20.8% | $7.40万 | 加仓 |
| CAVA | CAVA GROUP INC | $43.69万 | 0.03% | 5,400 | 1,960 | 57.0% | $15.86万 | 加仓 |
| CAR | AVIS BUDGET GROUP INC | $43.80万 | 0.03% | 3,003 | 837 | 38.6% | $12.21万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $44.27万 | 0.03% | 7,383 | 1,870 | 33.9% | $11.21万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $44.48万 | 0.03% | 2,750 | -4 | -0.1% | -$647 | 减仓 |
| FTNT | FORTINET INC | $44.57万 | 0.03% | 5,454 | 2,520 | 85.9% | $20.59万 | 加仓 |
| COHR | COHERENT CORP | $44.66万 | 0.03% | 1,875 | 1,875 | — | $44.66万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $44.93万 | 0.03% | 3,431 | -204 | -5.6% | -$2.67万 | 减仓 |
| DOW | DOW HLDGS INC | $45.05万 | 0.03% | 10,816 | 10,816 | — | $45.05万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $45.41万 | 0.03% | 2,618 | 2,618 | — | $45.41万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $45.66万 | 0.03% | 5,851 | -1,678 | -22.3% | -$13.09万 | 减仓 |
| TGT | TARGET CORP | $45.77万 | 0.03% | 3,777 | -4 | -0.1% | -$485 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $45.86万 | 0.03% | 1,296 | -174 | -11.8% | -$6.16万 | 减仓 |
| PWR | QUANTA SVCS INC | $45.90万 | 0.03% | 836 | 836 | — | $45.90万 | 新建仓 |
| ZTS | ZOETIS INC | $45.96万 | 0.03% | 3,888 | -48 | -1.2% | -$5,674 | 减仓 |
| GDX | VANECK ETF TRUST | $46.34万 | 0.03% | 5,050 | -470 | -8.5% | -$4.31万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $46.39万 | 0.03% | 21,759 | -18,903 | -46.5% | -$40.30万 | 减仓 |
| — | RICHMOND MUT BANCORPORATION | $46.46万 | 0.03% | 34,238 | -2 | -0.0% | -$27 | 减仓 |
| FE | FIRSTENERGY CORP | $46.74万 | 0.03% | 9,226 | 3,298 | 55.6% | $16.71万 | 加仓 |
| IEMG | ISHARES INC | $47.23万 | 0.03% | 6,771 | 1,434 | 26.9% | $10.00万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $47.47万 | 0.03% | 7,100 | 0 | 0.0% | — | 不变 |
| IBHH | ISHARES TR | $47.63万 | 0.03% | 20,296 | 20,296 | — | $47.63万 | 新建仓 |
| EQIX | EQUINIX INC | $47.93万 | 0.03% | 489 | 59 | 13.7% | $5.78万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $48.41万 | 0.03% | 6,382 | -46 | -0.7% | -$3,489 | 减仓 |
| VRSN | VERISIGN INC | $48.68万 | 0.03% | 1,960 | -50 | -2.5% | -$1.24万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $48.82万 | 0.03% | 1,804 | -163 | -8.3% | -$4.41万 | 减仓 |
| MELI | MERCADOLIBRE INC | $49.45万 | 0.03% | 286 | 57 | 24.9% | $9.86万 | 加仓 |
| EME | EMCOR GROUP INC | $50.43万 | 0.03% | 683 | 215 | 45.9% | $15.87万 | 加仓 |
| ADSK | AUTODESK INC | $51.02万 | 0.03% | 2,131 | -118 | -5.2% | -$2.82万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $51.16万 | 0.03% | 10,721 | -2,150 | -16.7% | -$10.26万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $51.35万 | 0.03% | 2,941 | 2,941 | — | $51.35万 | 新建仓 |
| BAC | BANK AMERICA CORP | $53.18万 | 0.03% | 10,908 | -515 | -4.5% | -$2.51万 | 减仓 |
| TER | TERADYNE INC | $53.78万 | 0.03% | 1,814 | 1,814 | — | $53.78万 | 新建仓 |
| AFL | AFLAC INC | $55.85万 | 0.04% | 5,091 | -1,851 | -26.7% | -$20.31万 | 减仓 |
| TRGP | TARGA RES CORP | $55.91万 | 0.04% | 2,230 | -636 | -22.2% | -$15.95万 | 减仓 |
| USB | US BANCORP | $56.59万 | 0.04% | 10,881 | 3,462 | 46.7% | $18.01万 | 加仓 |
| GLW | CORNING INC | $56.93万 | 0.04% | 4,187 | 351 | 9.2% | $4.77万 | 加仓 |
| SPGI | S&P GLOBAL INC | $57.38万 | 0.04% | 1,349 | 1,349 | — | $57.38万 | 新建仓 |
| CCNE | CNB FINL CORP PA | $57.49万 | 0.04% | 19,850 | 22 | 0.1% | $637 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $57.57万 | 0.04% | 2,717 | 630 | 30.2% | $13.35万 | 加仓 |
| RPM | RPM INTL INC | $58.04万 | 0.04% | 5,839 | -55 | -0.9% | -$5,467 | 减仓 |
| MMM | 3M CO | $61.48万 | 0.04% | 4,233 | -574 | -11.9% | -$8.34万 | 减仓 |
| IAU | ISHARES GOLD TR | $61.69万 | 0.04% | 6,997 | -1,775 | -20.2% | -$15.65万 | 减仓 |
| GIS | GENERAL MILLS INC | $62.89万 | 0.04% | 16,898 | -350 | -2.0% | -$1.30万 | 减仓 |
| CNC | CENTENE CORP DEL | $63.09万 | 0.04% | 19,270 | 3,488 | 22.1% | $11.42万 | 加仓 |
| PBT | PERMIAN BASIN RTY TR | $63.77万 | 0.04% | 29,617 | -2,300 | -7.2% | -$4.95万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $64.59万 | 0.04% | 10,544 | 1 | 0.0% | $61 | 加仓 |
| ABNB | AIRBNB INC | $66.32万 | 0.04% | 5,252 | 299 | 6.0% | $3.78万 | 加仓 |
| PDLB | PONCE FINANCIAL GROUP INC | $67.73万 | 0.04% | 40,533 | -2 | -0.0% | -$33 | 减仓 |
| NOW | SERVICENOW INC | $68.07万 | 0.04% | 6,511 | 2,396 | 58.2% | $25.05万 | 加仓 |