BEESE FULMER INVESTMENT MANAGEMENT, INC.
CANTON OH · SEC CIK 0000911274
$17.31亿2026Q2 申报市值
401持仓数
32.0%前十大占比 · 第一大 5.4%
58 / 100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
VCSH 加仓+$971.67万
IBDT 加仓+$165.02万
LLY 加仓+$154.85万
BUCK 新建仓+$136.01万
SYK 加仓+$132.52万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$3,460.86万
MU 减仓-$1,237.04万
BSX 减仓-$909.14万
KLAC 减仓-$555.63万
DELL 减仓-$538.07万
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 |
|---|---|---|---|---|---|---|---|---|
| NTRS | NORTHERN TR CORP | $30.00万 | 0.02% | 1,718 | 1,718 | — | $30.00万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $30.45万 | 0.02% | 3,251 | -1,103 | -25.3% | -$10.33万 | 减仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $30.47万 | 0.02% | 4,824 | 38 | 0.8% | $2,400 | 加仓 |
| MLI | MUELLER INDS INC | $30.55万 | 0.02% | 2,485 | 167 | 7.2% | $2.05万 | 加仓 |
| SDY | SPDR SERIES TRUST | $30.68万 | 0.02% | 2,016 | -9 | -0.4% | -$1,370 | 减仓 |
| DG | DOLLAR GEN CORP | $30.92万 | 0.02% | 2,686 | -125 | -4.4% | -$1.44万 | 减仓 |
| IRM | IRON MTN INC DEL | $30.92万 | 0.02% | 2,448 | 98 | 4.2% | $1.24万 | 加仓 |
| HAL | HALLIBURTON CO | $31.08万 | 0.02% | 9,155 | 1,470 | 19.1% | $4.99万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $31.11万 | 0.02% | 3,411 | 3,411 | — | $31.11万 | 新建仓 |
| TXT | TEXTRON INC | $31.15万 | 0.02% | 3,395 | -1,215 | -26.4% | -$11.15万 | 减仓 |
| MTUS | METALLUS INC | $31.16万 | 0.02% | 16,672 | -850 | -4.9% | -$1.59万 | 减仓 |
| GM | GENERAL MTRS CO | $31.33万 | 0.02% | 4,065 | 1,040 | 34.4% | $8.02万 | 加仓 |
| MHK | MOHAWK INDS INC | $31.50万 | 0.02% | 2,596 | 179 | 7.4% | $2.17万 | 加仓 |
| KMX | CARMAX INC | $31.60万 | 0.02% | 5,974 | -452 | -7.0% | -$2.39万 | 减仓 |
| SPGI | S P GLOBAL INC | $31.73万 | 0.02% | 779 | -570 | -42.3% | -$23.21万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $31.79万 | 0.02% | 2,555 | 1,139 | 80.4% | $14.17万 | 加仓 |
| BBT | BEACON FINANCIAL CORP | $31.84万 | 0.02% | 10,458 | -202 | -1.9% | -$6,151 | 减仓 |
| WAT | WATERS CORP | $31.95万 | 0.02% | 852 | -26 | -3.0% | -$9,751 | 减仓 |
| ITOT | ISHARES TR | $31.99万 | 0.02% | 1,948 | 66 | 3.5% | $1.08万 | 加仓 |
| DHR | DANAHER CORP DEL | $32.06万 | 0.02% | 1,683 | -2,305 | -57.8% | -$43.91万 | 减仓 |
| NOBL | PROSHARES TR | $32.27万 | 0.02% | 5,746 | 1,568 | 37.5% | $8.81万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $32.31万 | 0.02% | 3,869 | -396 | -9.3% | -$3.31万 | 减仓 |
| DVA | DAVITA INC | $32.39万 | 0.02% | 1,456 | 94 | 6.9% | $2.09万 | 加仓 |
| ADSK | AUTODESK INC | $32.64万 | 0.02% | 1,679 | -452 | -21.2% | -$8.79万 | 减仓 |
| CIEN | CIENA CORP | $32.67万 | 0.02% | 666 | 112 | 20.2% | $5.49万 | 加仓 |
| DOW | DOW HLDGS INC | $32.72万 | 0.02% | 11,958 | 1,142 | 10.6% | $3.12万 | 加仓 |
| NTNX | NUTANIX INC | $32.98万 | 0.02% | 6,471 | 205 | 3.3% | $1.04万 | 加仓 |
| VDE | VANGUARD WORLD FD | $33.18万 | 0.02% | 2,210 | 210 | 10.5% | $3.15万 | 加仓 |
| ENB | ENBRIDGE INC | $33.30万 | 0.02% | 6,144 | -125 | -2.0% | -$6,776 | 减仓 |
| PLAY | DAVE BUSTERS ENTMT INC | $33.99万 | 0.02% | 29,820 | -345 | -1.1% | -$3,933 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $34.03万 | 0.02% | 1,652 | -132 | -7.4% | -$2.72万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $34.11万 | 0.02% | 882 | 174 | 24.6% | $6.73万 | 重新持有 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $34.23万 | 0.02% | 5,642 | -209 | -3.6% | -$1.27万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $34.45万 | 0.02% | 357 | 357 | — | $34.45万 | 新建仓 |
| PAYX | PAYCHEX INC | $34.67万 | 0.02% | 3,526 | 3,526 | — | $34.67万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $34.85万 | 0.02% | 9,159 | -854 | -8.5% | -$3.25万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $34.92万 | 0.02% | 696 | 143 | 25.9% | $7.17万 | 加仓 |
| DGRO | ISHARES TR | $35.01万 | 0.02% | 4,619 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $35.09万 | 0.02% | 1,273 | 280 | 28.2% | $7.72万 | 加仓 |
| FSBW | FS BANCORP INC | $35.18万 | 0.02% | 8,106 | 6 | 0.1% | $260 | 加仓 |
| MET | METLIFE INC | $35.32万 | 0.02% | 4,174 | 1 | 0.0% | $85 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $35.74万 | 0.02% | 6,246 | -1,360 | -17.9% | -$7.78万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $36.06万 | 0.02% | 1,066 | -230 | -17.7% | -$7.78万 | 减仓 |
| ATI | ATI INC | $36.27万 | 0.02% | 1,840 | 123 | 7.2% | $2.42万 | 加仓 |
| POOL | POOL CORP | $36.28万 | 0.02% | 1,688 | 1,688 | — | $36.28万 | 新建仓 |
| QDF | FLEXSHARES TR | $36.78万 | 0.02% | 4,090 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC | $36.80万 | 0.02% | 4,584 | 4,584 | — | $36.80万 | 新建仓 |
| AZO | AUTOZONE INC | $37.07万 | 0.02% | 116 | 53 | 84.1% | $16.94万 | 加仓 |
| IBB | ISHARES TR | $37.13万 | 0.02% | 1,952 | 7 | 0.4% | $1,331 | 加仓 |
| ONTO | ONTO INNOVATION INC | $37.58万 | 0.02% | 993 | -40 | -3.9% | -$1.51万 | 减仓 |
| ITT | ITT INC | $37.85万 | 0.02% | 1,914 | -202 | -9.5% | -$3.99万 | 减仓 |
| NVT | NVENT ELEC PLC | $37.87万 | 0.02% | 2,233 | 2,233 | — | $37.87万 | 新建仓 |
| ARMK | ARAMARK | $37.90万 | 0.02% | 6,660 | -303 | -4.4% | -$1.72万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $37.95万 | 0.02% | 6,358 | -726 | -10.2% | -$4.33万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $37.96万 | 0.02% | 1,404 | 148 | 11.8% | $4.00万 | 加仓 |
| EXEL | EXELIXIS INC | $38.69万 | 0.02% | 7,111 | -942 | -11.7% | -$5.13万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $38.83万 | 0.02% | 9,830 | 2,720 | 38.3% | $10.74万 | 加仓 |
| VV | VANGUARD INDEX FDS | $39.49万 | 0.02% | 1,148 | -14 | -1.2% | -$4,816 | 减仓 |
| ES | EVERSOURCE ENERGY | $40.28万 | 0.02% | 5,573 | 5,573 | — | $40.28万 | 新建仓 |
| SNPS | SYNOPSYS INC | $40.32万 | 0.02% | 904 | 904 | — | $40.32万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $41.52万 | 0.02% | 10,321 | -400 | -3.7% | -$1.61万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $41.66万 | 0.02% | 16,491 | -602 | -3.5% | -$1.52万 | 减仓 |
| MINT | PIMCO ETF TR | $41.95万 | 0.02% | 4,161 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $42.35万 | 0.02% | 7,045 | 156 | 2.3% | $9,379 | 加仓 |
| NVS | NOVARTIS AG | $42.57万 | 0.02% | 2,716 | 226 | 9.1% | $3.54万 | 加仓 |
| CRM | SALESFORCE INC | $42.58万 | 0.02% | 2,709 | -2,222 | -45.1% | -$34.92万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $42.63万 | 0.02% | 23,155 | 1,396 | 6.4% | $2.57万 | 加仓 |
| GDX | VANECK ETF TRUST | $42.81万 | 0.02% | 5,674 | 624 | 12.4% | $4.71万 | 加仓 |
| WSBC | WESBANCO INC | $42.98万 | 0.02% | 10,907 | -157 | -1.4% | -$6,187 | 减仓 |
| CZWI | CITIZENS CMNTY BANCORP INC M | $44.00万 | 0.03% | 18,810 | 16 | 0.1% | $374 | 加仓 |
| KKR | KKR CO INC | $44.43万 | 0.03% | 4,841 | 1,039 | 27.3% | $9.54万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $44.59万 | 0.03% | 2,675 | 2,675 | — | $44.59万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $45.82万 | 0.03% | 1,057 | -113 | -9.7% | -$4.90万 | 减仓 |
| BLK | BLACKROCK INC | $46.34万 | 0.03% | 482 | 120 | 33.1% | $11.54万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $46.46万 | 0.03% | 1,407 | 197 | 16.3% | $6.51万 | 加仓 |
| OEF | ISHARES TR | $46.87万 | 0.03% | 1,281 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $46.96万 | 0.03% | 3,355 | 1,041 | 45.0% | $14.57万 | 加仓 |
| QUAL | ISHARES TR | $47.02万 | 0.03% | 2,143 | -45 | -2.1% | -$9,874 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $47.16万 | 0.03% | 6,062 | 1,984 | 48.7% | $15.43万 | 重新持有 |
| SNOW | SNOWFLAKE INC | $47.41万 | 0.03% | 1,863 | -33 | -1.7% | -$8,399 | 减仓 |
| MCO | MOODYS CORP | $47.69万 | 0.03% | 1,053 | 266 | 33.8% | $12.05万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $47.74万 | 0.03% | 10,582 | 702 | 7.1% | $3.17万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $48.52万 | 0.03% | 1,815 | -11 | -0.6% | -$2,941 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $48.73万 | 0.03% | 3,849 | 418 | 12.2% | $5.29万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $48.95万 | 0.03% | 8,463 | -8,858 | -51.1% | -$51.23万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $49.05万 | 0.03% | 7,100 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $49.52万 | 0.03% | 2,675 | -48 | -1.8% | -$8,887 | 减仓 |
| USB | US BANCORP | $50.05万 | 0.03% | 8,286 | -2,595 | -23.8% | -$15.67万 | 减仓 |
| FE | FIRSTENERGY CORP | $50.62万 | 0.03% | 10,649 | 1,423 | 15.4% | $6.76万 | 加仓 |
| NEM | NEWMONT CORP | $50.71万 | 0.03% | 5,429 | -1,926 | -26.2% | -$17.99万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $51.29万 | 0.03% | 9,229 | 3,767 | 69.0% | $20.93万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $51.64万 | 0.03% | 2,258 | 2,258 | — | $51.64万 | 新建仓 |
| CCNE | CNB FINL CORP PA | $52.18万 | 0.03% | 15,478 | -4,372 | -22.0% | -$14.74万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $52.76万 | 0.03% | 6,302 | -80 | -1.3% | -$6,698 | 减仓 |
| IAU | ISHARES GOLD TR | $52.83万 | 0.03% | 6,997 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $53.63万 | 0.03% | 16,110 | 9,795 | 155.1% | $32.61万 | 加仓 |
| TGT | TARGET CORP | $54.05万 | 0.03% | 4,139 | 362 | 9.6% | $4.73万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $54.25万 | 0.03% | 2,929 | 179 | 6.5% | $3.32万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $55.44万 | 0.03% | 10,440 | -104 | -1.0% | -$5,523 | 减仓 |
| VRSN | VERISIGN INC | $56.10万 | 0.03% | 2,230 | 270 | 13.8% | $6.79万 | 加仓 |