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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $68.11万 | 0.04% | 1,559 | 1 | 0.1% | $437 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $68.15万 | 0.04% | 882 | 360 | 69.0% | $27.82万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $68.31万 | 0.04% | 2,726 | 2,726 | — | $68.31万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $68.69万 | 0.04% | 25,015 | -38,997 | -60.9% | -$107.09万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $70.00万 | 0.04% | 3,196 | 484 | 17.8% | $10.60万 | 加仓 |
| VO | VANGUARD INDEX FDS | $70.66万 | 0.05% | 2,461 | -347 | -12.4% | -$9.96万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $71.75万 | 0.05% | 3,933 | -743 | -15.9% | -$13.55万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $74.22万 | 0.05% | 2,744 | 786 | 40.1% | $21.26万 | 加仓 |
| BP | BP PLC | $74.79万 | 0.05% | 15,912 | -131 | -0.8% | -$6,157 | 减仓 |
| DHR | DANAHER CORP DEL | $75.61万 | 0.05% | 3,988 | 2,165 | 118.8% | $41.05万 | 加仓 |
| FTI | TECHNIPFMC PLC | $76.20万 | 0.05% | 11,015 | 2,356 | 27.2% | $16.30万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $77.05万 | 0.05% | 183 | 115 | 169.1% | $48.42万 | 加仓 |
| IWM | ISHARES TR | $77.33万 | 0.05% | 3,118 | 1,283 | 69.9% | $31.82万 | 加仓 |
| QQQ | INVESCO QQQ TR | $77.34万 | 0.05% | 1,340 | -211 | -13.6% | -$12.18万 | 减仓 |
| TFC | TRUIST FINL CORP | $77.36万 | 0.05% | 16,828 | -643 | -3.7% | -$2.96万 | 减仓 |
| AMGN | AMGEN INC | $77.50万 | 0.05% | 2,203 | -977 | -30.7% | -$34.37万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $78.69万 | 0.05% | 15,436 | 2,000 | 14.9% | $10.20万 | 加仓 |
| NEM | NEWMONT CORP | $79.62万 | 0.05% | 7,355 | 649 | 9.7% | $7.03万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $84.42万 | 0.05% | 3,995 | 784 | 24.4% | $16.57万 | 加仓 |
| EIX | EDISON INTL | $85.34万 | 0.05% | 11,662 | 2,871 | 32.7% | $21.01万 | 加仓 |
| INTC | INTEL CORP | $86.44万 | 0.06% | 19,588 | -1,119 | -5.4% | -$4.94万 | 减仓 |
| TSLA | TESLA INC | $87.29万 | 0.06% | 2,348 | 385 | 19.6% | $14.31万 | 加仓 |
| TXN | TEXAS INSTRS INC | $87.66万 | 0.06% | 4,515 | -7,170 | -61.4% | -$139.21万 | 减仓 |
| BIIB | BIOGEN INC | $88.05万 | 0.06% | 4,803 | 2,531 | 111.4% | $46.40万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $88.53万 | 0.06% | 11,813 | 8 | 0.1% | $600 | 加仓 |
| WMB | WILLIAMS COS INC | $89.02万 | 0.06% | 12,232 | 1,131 | 10.2% | $8.23万 | 加仓 |
| KMPR | KEMPER CORP | $89.08万 | 0.06% | 29,150 | -4,120 | -12.4% | -$12.59万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $89.36万 | 0.06% | 17,890 | 12,112 | 209.6% | $60.50万 | 加仓 |
| EFA | ISHARES TR | $92.03万 | 0.06% | 9,475 | 190 | 2.0% | $1.85万 | 加仓 |
| CRM | SALESFORCE INC | $92.05万 | 0.06% | 4,931 | -61,058 | -92.5% | -$1,139.80万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $96.38万 | 0.06% | 6,012 | 1,032 | 20.7% | $16.55万 | 加仓 |
| IWF | ISHARES TR | $97.50万 | 0.06% | 2,286 | 270 | 13.4% | $11.52万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $99.77万 | 0.06% | 1,115 | 588 | 111.6% | $52.62万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $100.78万 | 0.06% | 14,816 | 665 | 4.7% | $4.52万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $100.87万 | 0.06% | 17,321 | -25,553 | -59.6% | -$148.81万 | 减仓 |
| PCG | PG&E CORP | $101.62万 | 0.07% | 57,838 | 18,194 | 45.9% | $31.97万 | 加仓 |
| VB | VANGUARD INDEX FDS | $106.99万 | 0.07% | 4,085 | 4 | 0.1% | $1,048 | 加仓 |
| BDX | BECTON DICKINSON & CO | $109.52万 | 0.07% | 6,965 | -218 | -3.0% | -$3.43万 | 减仓 |
| FIX | COMFORT SYS USA INC | $111.84万 | 0.07% | 811 | 191 | 30.8% | $26.34万 | 加仓 |
| CPAY | CORPAY INC | $113.22万 | 0.07% | 3,891 | 79 | 2.1% | $2.30万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $113.49万 | 0.07% | 7,663 | -9 | -0.1% | -$1,333 | 减仓 |
| MO | ALTRIA GROUP INC | $114.80万 | 0.07% | 17,396 | -2,332 | -11.8% | -$15.39万 | 减仓 |
| SJM | SMUCKER J M CO | $115.35万 | 0.07% | 11,961 | -861 | -6.7% | -$8.30万 | 减仓 |
| — | HONEYWELL INTL INC | $118.67万 | 0.08% | 5,250 | 430 | 8.9% | $9.72万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $121.78万 | 0.08% | 12,379 | 633 | 5.4% | $6.23万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $122.45万 | 0.08% | 5,884 | -332 | -5.3% | -$6.91万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $123.70万 | 0.08% | 2,070 | 483 | 30.4% | $28.86万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $123.74万 | 0.08% | 36,903 | 3,023 | 8.9% | $10.14万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $124.43万 | 0.08% | 22,098 | 14 | 0.1% | $788 | 加仓 |
| KEY | KEYCORP | $125.29万 | 0.08% | 62,486 | -6,867 | -9.9% | -$13.77万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $125.71万 | 0.08% | 27,058 | -4,666 | -14.7% | -$21.68万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $127.30万 | 0.08% | 25,570 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $129.72万 | 0.08% | 8,818 | 1,240 | 16.4% | $18.24万 | 加仓 |
| V | VISA INC | $129.75万 | 0.08% | 4,293 | 411 | 10.6% | $12.42万 | 加仓 |
| CSCO | CISCO SYS INC | $131.40万 | 0.08% | 16,935 | 254 | 1.5% | $1.97万 | 加仓 |
| MS | MORGAN STANLEY | $139.34万 | 0.09% | 8,467 | 176 | 2.1% | $2.90万 | 加仓 |
| IWR | ISHARES TR | $139.37万 | 0.09% | 14,334 | 6,124 | 74.6% | $59.54万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $140.37万 | 0.09% | 3,045 | 808 | 36.1% | $37.25万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $141.64万 | 0.09% | 2,344 | 176 | 8.1% | $10.64万 | 加仓 |
| BIL | SPDR SERIES TRUST | $149.33万 | 0.10% | 16,295 | -25 | -0.2% | -$2,291 | 减仓 |
| WFC | WELLS FARGO & CO | $154.13万 | 0.10% | 19,360 | -2,255 | -10.4% | -$17.95万 | 减仓 |
| D | DOMINION ENERGY INC | $155.03万 | 0.10% | 25,078 | -21,380 | -46.0% | -$132.17万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $155.03万 | 0.10% | 11,804 | 2,387 | 25.3% | $31.35万 | 加仓 |
| USHY | ISHARES TR | $158.25万 | 0.10% | 42,957 | 42,957 | — | $158.25万 | 新建仓 |
| SHEL | SHELL PLC | $165.10万 | 0.11% | 17,753 | -24,337 | -57.8% | -$226.34万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $168.81万 | 0.11% | 8,704 | 1,443 | 19.9% | $27.99万 | 加仓 |
| T | AT&T INC | $173.34万 | 0.11% | 59,792 | -93,425 | -61.0% | -$270.84万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $176.54万 | 0.11% | 4,157 | -434 | -9.5% | -$18.43万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $177.90万 | 0.11% | 35,439 | 6,040 | 20.5% | $30.32万 | 加仓 |
| IVV | ISHARES TR | $179.76万 | 0.12% | 2,752 | -12 | -0.4% | -$7,838 | 减仓 |
| MPC | MARATHON PETE CORP | $180.12万 | 0.12% | 7,376 | 859 | 13.2% | $20.98万 | 加仓 |
| PSX | PHILLIPS 66 | $181.51万 | 0.12% | 9,963 | -112 | -1.1% | -$2.04万 | 减仓 |
| BA | BOEING CO | $182.22万 | 0.12% | 9,155 | -9,096 | -49.8% | -$181.04万 | 减仓 |
| TKR | TIMKEN CO | $184.22万 | 0.12% | 18,318 | 296 | 1.6% | $2.98万 | 加仓 |
| IBDW | ISHARES TR | $184.38万 | 0.12% | 88,094 | 8,408 | 10.6% | $17.60万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $188.37万 | 0.12% | 4,825 | 321 | 7.1% | $12.53万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $192.39万 | 0.12% | 14,677 | 375 | 2.6% | $4.92万 | 加仓 |
| L | LOEWS CORP | $192.91万 | 0.12% | 18,073 | -626 | -3.3% | -$6.68万 | 减仓 |
| SLB | SLB LIMITED | $193.55万 | 0.12% | 37,393 | -3,847 | -9.3% | -$19.91万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $200.58万 | 0.13% | 6,252 | -150 | -2.3% | -$4.81万 | 减仓 |
| CSX | CSX CORP | $203.21万 | 0.13% | 49,504 | -2,402 | -4.6% | -$9.86万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $225.80万 | 0.14% | 6,579 | 303 | 4.8% | $10.40万 | 加仓 |
| QCOM | QUALCOMM INC | $230.35万 | 0.15% | 17,887 | -298 | -1.6% | -$3.84万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $239.03万 | 0.15% | 18,872 | -370 | -1.9% | -$4.69万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $248.04万 | 0.16% | 40,897 | 5,075 | 14.2% | $30.78万 | 加仓 |
| GLD | SPDR GOLD TR | $250.00万 | 0.16% | 5,810 | -315 | -5.1% | -$13.55万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $255.15万 | 0.16% | 7,529 | -149 | -1.9% | -$5.05万 | 减仓 |
| EMR | EMERSON ELEC CO | $256.53万 | 0.16% | 19,580 | -4,238 | -17.8% | -$55.52万 | 减仓 |
| PFE | PFIZER INC | $263.35万 | 0.17% | 93,787 | 431 | 0.5% | $1.21万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $275.54万 | 0.18% | 13,438 | -532 | -3.8% | -$10.91万 | 减仓 |
| MKL | MARKEL GROUP INC | $276.20万 | 0.18% | 1,443 | -22 | -1.5% | -$4.21万 | 减仓 |
| IBDV | ISHARES TR | $282.60万 | 0.18% | 129,102 | 19,487 | 17.8% | $42.66万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $286.66万 | 0.18% | 4,079 | 4,079 | — | $286.66万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $294.30万 | 0.19% | 9,730 | -4,159 | -29.9% | -$125.80万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $294.89万 | 0.19% | 10,215 | 281 | 2.8% | $8.11万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $295.61万 | 0.19% | 10,300 | 786 | 8.3% | $22.56万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $324.93万 | 0.21% | 113,178 | -94 | -0.1% | -$2,699 | 减仓 |
| FLOT | ISHARES TR | $325.75万 | 0.21% | 63,936 | 2,522 | 4.1% | $12.85万 | 加仓 |
| IBDU | ISHARES TR | $326.34万 | 0.21% | 140,301 | 16,883 | 13.7% | $39.27万 | 加仓 |
| FDX | FEDEX CORP | $336.14万 | 0.22% | 9,399 | 460 | 5.1% | $16.45万 | 加仓 |