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 |
|---|---|---|---|---|---|---|---|---|
| BMY | BRISTOL MYERS SQUIBB CO | $236.31万 | 0.14% | 41,013 | 116 | 0.3% | $6,684 | 加仓 |
| VTI | VANGUARD INDEX FDS | $231.08万 | 0.13% | 6,245 | -7 | -0.1% | -$2,590 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $218.83万 | 0.13% | 6,417 | 405 | 6.7% | $13.81万 | 加仓 |
| GLD | SPDR GOLD TR | $216.79万 | 0.13% | 5,885 | 75 | 1.3% | $2.76万 | 加仓 |
| IVV | ISHARES TR | $214.15万 | 0.12% | 2,860 | 108 | 3.9% | $8.09万 | 加仓 |
| CSCO | CISCO SYS INC | $210.30万 | 0.12% | 17,904 | 969 | 5.7% | $11.38万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $207.48万 | 0.12% | 3,701 | -456 | -11.0% | -$25.56万 | 减仓 |
| D | DOMINION ENERGY INC | $205.38万 | 0.12% | 30,075 | 4,997 | 19.9% | $34.12万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $201.81万 | 0.12% | 5,697 | -882 | -13.4% | -$31.24万 | 减仓 |
| L | LOEWS CORP | $201.71万 | 0.12% | 17,817 | -256 | -1.4% | -$2.90万 | 减仓 |
| PFE | PFIZER INC | $200.07万 | 0.12% | 83,085 | -10,702 | -11.4% | -$25.77万 | 减仓 |
| IBDW | ISHARES TR | $195.11万 | 0.11% | 93,624 | 5,530 | 6.3% | $11.52万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $194.90万 | 0.11% | 14,246 | -431 | -2.9% | -$5.90万 | 减仓 |
| SLB | SLB LIMITED | $193.93万 | 0.11% | 41,714 | 4,321 | 11.6% | $20.09万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $193.22万 | 0.11% | 13,224 | 1,420 | 12.0% | $20.75万 | 加仓 |
| BA | BOEING CO | $189.92万 | 0.11% | 8,773 | -382 | -4.2% | -$8.27万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $187.99万 | 0.11% | 8,726 | 22 | 0.3% | $4,740 | 加仓 |
| BIL | SPDR SERIES TRUST | $183.76万 | 0.11% | 20,053 | 3,758 | 23.1% | $34.44万 | 加仓 |
| MPC | MARATHON PETE CORP | $175.01万 | 0.10% | 6,845 | -531 | -7.2% | -$13.58万 | 减仓 |
| PSX | PHILLIPS 66 | $171.98万 | 0.10% | 10,174 | 211 | 2.1% | $3.57万 | 加仓 |
| TXN | TEXAS INSTRS INC | $168.10万 | 0.10% | 5,640 | 1,125 | 24.9% | $33.53万 | 加仓 |
| MS | MORGAN STANLEY | $167.15万 | 0.10% | 7,996 | -471 | -5.6% | -$9.85万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $166.39万 | 0.10% | 2,605 | -139 | -5.1% | -$8.88万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $165.90万 | 0.10% | 29,430 | 2,372 | 8.8% | $13.37万 | 加仓 |
| WFC | WELLS FARGO CO | $163.13万 | 0.09% | 19,740 | 380 | 2.0% | $3.14万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $162.98万 | 0.09% | 22,219 | 121 | 0.5% | $8,875 | 加仓 |
| V | VISA INC | $162.32万 | 0.09% | 4,731 | 438 | 10.2% | $15.03万 | 加仓 |
| FIX | COMFORT SYS USA INC | $161.93万 | 0.09% | 817 | 6 | 0.7% | $1.19万 | 加仓 |
| GLW | CORNING INC | $159.09万 | 0.09% | 6,228 | 2,041 | 48.7% | $52.14万 | 加仓 |
| IWR | ISHARES TR | $158.87万 | 0.09% | 14,401 | 67 | 0.5% | $7,391 | 加仓 |
| ORCL | ORACLE CORP | $149.20万 | 0.09% | 10,181 | 1,363 | 15.5% | $19.97万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $147.27万 | 0.09% | 34,784 | -655 | -1.8% | -$2.77万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $145.87万 | 0.08% | 2,124 | 54 | 2.6% | $3.71万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $144.82万 | 0.08% | 5,882 | -2 | -0.0% | -$492 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $143.37万 | 0.08% | 28,800 | 3,230 | 12.6% | $16.08万 | 加仓 |
| SJM | SMUCKER J M CO | $137.44万 | 0.08% | 12,217 | 256 | 2.1% | $2.88万 | 加仓 |
| SHEL | SHELL PLC | $136.77万 | 0.08% | 17,638 | -115 | -0.6% | -$8,917 | 减仓 |
| MO | ALTRIA GROUP INC | $136.22万 | 0.08% | 18,933 | 1,537 | 8.8% | $11.06万 | 加仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $136.01万 | 0.08% | 58,076 | 58,076 | — | $136.01万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $135.53万 | 0.08% | 3,408 | 363 | 11.9% | $14.44万 | 加仓 |
| KEY | KEYCORP | $133.02万 | 0.08% | 57,709 | -4,777 | -7.6% | -$11.01万 | 减仓 |
| BIIB | BIOGEN INC | $128.75万 | 0.07% | 5,959 | 1,156 | 24.1% | $24.98万 | 加仓 |
| AMGN | AMGEN INC | $126.82万 | 0.07% | 3,502 | 1,299 | 59.0% | $47.04万 | 加仓 |
| T | ATT INC | $125.61万 | 0.07% | 60,683 | 891 | 1.5% | $1.84万 | 加仓 |
| PH | PARKER HANNIFIN CORP | $124.67万 | 0.07% | 1,275 | 160 | 14.3% | $15.65万 | 加仓 |
| CPAY | CORPAY INC | $124.01万 | 0.07% | 3,721 | -170 | -4.4% | -$5.67万 | 减仓 |
| VB | VANGUARD INDEX FDS | $121.56万 | 0.07% | 4,010 | -75 | -1.8% | -$2.27万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $120.02万 | 0.07% | 7,595 | -68 | -0.9% | -$1.07万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $119.92万 | 0.07% | 2,354 | 10 | 0.4% | $5,094 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $118.61万 | 0.07% | 11,033 | -1,346 | -10.9% | -$14.47万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $118.04万 | 0.07% | 36,923 | 20 | 0.1% | $639 | 加仓 |
| TSLA | TESLA INC | $116.97万 | 0.07% | 2,781 | 433 | 18.4% | $18.21万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $116.91万 | 0.07% | 23,275 | 5,385 | 30.1% | $27.05万 | 加仓 |
| IWF | ISHARES TR | $107.73万 | 0.06% | 8,676 | -468 | -5.1% | -$5.81万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $106.90万 | 0.06% | 14,057 | -759 | -5.1% | -$5.77万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $104.75万 | 0.06% | 11,541 | -272 | -2.3% | -$2.47万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $97.42万 | 0.06% | 4,856 | 923 | 23.5% | $18.52万 | 加仓 |
| PCG | PG E CORP | $97.36万 | 0.06% | 57,881 | 43 | 0.1% | $723 | 加仓 |
| ABNB | AIRBNB INC | $96.98万 | 0.06% | 6,777 | 1,525 | 29.0% | $21.82万 | 加仓 |
| TER | TERADYNE INC | $95.95万 | 0.06% | 1,983 | 169 | 9.3% | $8.18万 | 加仓 |
| MELI | MERCADOLIBRE INC | $94.71万 | 0.05% | 558 | 272 | 95.1% | $46.17万 | 加仓 |
| IWM | ISHARES TR | $93.68万 | 0.05% | 3,118 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $93.55万 | 0.05% | 9,005 | -470 | -5.0% | -$4.88万 | 减仓 |
| CNC | CENTENE CORP DEL | $91.73万 | 0.05% | 14,291 | -4,979 | -25.8% | -$31.96万 | 减仓 |
| QQQ | INVESCO QQQ TR | $91.17万 | 0.05% | 1,238 | -102 | -7.6% | -$7.51万 | 减仓 |
| EIX | EDISON INTL | $91.13万 | 0.05% | 12,240 | 578 | 5.0% | $4.30万 | 加仓 |
| TFC | TRUIST FINL CORP | $91.11万 | 0.05% | 18,289 | 1,461 | 8.7% | $7.28万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $89.06万 | 0.05% | 2,143 | 339 | 18.8% | $14.09万 | 加仓 |
| BDX | BECTON DICKINSON CO | $87.56万 | 0.05% | 5,786 | -1,179 | -16.9% | -$17.84万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $84.40万 | 0.05% | 9,799 | 445 | 4.8% | $3.83万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $83.15万 | 0.05% | 2,873 | 156 | 5.7% | $4.52万 | 加仓 |
| COHR | COHERENT CORP | $82.92万 | 0.05% | 2,102 | 227 | 12.1% | $8.95万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $82.73万 | 0.05% | 2,471 | -255 | -9.4% | -$8.54万 | 减仓 |
| IBHG | ISHARES TR | $81.69万 | 0.05% | 36,999 | 36,999 | — | $81.69万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $80.99万 | 0.05% | 10,052 | 208 | 2.1% | $1.68万 | 加仓 |
| PDLB | PONCE FINANCIAL GROUP INC | $80.83万 | 0.05% | 40,535 | 2 | 0.0% | $40 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $78.72万 | 0.05% | 15,436 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $77.66万 | 0.04% | 3,269 | -726 | -18.2% | -$17.25万 | 减仓 |
| AMAT | APPLIED MATLS INC | $76.94万 | 0.04% | 1,064 | -65 | -5.8% | -$4.70万 | 减仓 |
| KMPR | KEMPER CORP | $75.97万 | 0.04% | 28,177 | -973 | -3.3% | -$2.62万 | 减仓 |
| FTI | TECHNIPFMC PLC | $74.74万 | 0.04% | 11,273 | 258 | 2.3% | $1.71万 | 加仓 |
| GIS | GENERAL MILLS INC | $74.42万 | 0.04% | 21,386 | 4,488 | 26.6% | $15.62万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $74.26万 | 0.04% | 12,520 | 4,989 | 66.2% | $29.59万 | 加仓 |
| FTNT | FORTINET INC | $72.42万 | 0.04% | 4,714 | -740 | -13.6% | -$11.37万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $71.21万 | 0.04% | 26,712 | 1,697 | 6.8% | $4.52万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $70.86万 | 0.04% | 6,770 | 1,505 | 28.6% | $15.75万 | 加仓 |
| AFL | AFLAC INC | $70.73万 | 0.04% | 6,032 | 941 | 18.5% | $11.03万 | 加仓 |
| WMB | WILLIAMS COS INC | $69.58万 | 0.04% | 9,359 | -2,873 | -23.5% | -$21.36万 | 减仓 |
| MMM | 3M CO | $66.13万 | 0.04% | 4,084 | -149 | -3.5% | -$2.41万 | 减仓 |
| PBT | PERMIAN BASIN RTY TR | $65.90万 | 0.04% | 26,317 | -3,300 | -11.1% | -$8.26万 | 减仓 |
| RPM | RPM INTL INC | $64.44万 | 0.04% | 5,798 | -41 | -0.7% | -$4,557 | 减仓 |
| BAC | BANK OF AMER CORP | $63.95万 | 0.04% | 11,224 | 316 | 2.9% | $1.80万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $63.75万 | 0.04% | 2,992 | -204 | -6.4% | -$4.35万 | 减仓 |
| SNDK | SANDISK CORP | $63.66万 | 0.04% | 280 | 280 | — | $63.66万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $61.64万 | 0.04% | 8,797 | 1,414 | 19.2% | $9.91万 | 加仓 |
| EME | EMCOR GROUP INC | $61.41万 | 0.04% | 740 | 57 | 8.3% | $4.73万 | 加仓 |
| IEMG | ISHARES INC | $60.18万 | 0.03% | 7,265 | 494 | 7.3% | $4.09万 | 加仓 |
| EQIX | EQUINIX INC | $58.27万 | 0.03% | 559 | 70 | 14.3% | $7.30万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $57.98万 | 0.03% | 940 | 940 | — | $57.98万 | 新建仓 |
| BP | BP PLC | $57.55万 | 0.03% | 15,575 | -337 | -2.1% | -$1.25万 | 减仓 |