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 |
|---|---|---|---|---|---|---|---|---|
| ULTA | ULTA BEAUTY INC | $31.10万 | 0.02% | 595 | 87 | 17.1% | $4.55万 | 加仓 |
| TSN | TYSON FOODS INC | $31.05万 | 0.02% | 4,847 | 4,847 | — | $31.05万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $30.81万 | 0.02% | 1,826 | 1,826 | — | $30.81万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $30.80万 | 0.02% | 9,623 | -968 | -9.1% | -$3.10万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $30.75万 | 0.02% | 10,013 | 2,431 | 32.1% | $7.47万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $30.62万 | 0.02% | 1,102 | 1,102 | — | $30.62万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $30.35万 | 0.02% | 4,379 | 4,379 | — | $30.35万 | 新建仓 |
| BROS | DUTCH BROS INC | $30.11万 | 0.02% | 5,943 | 5,943 | — | $30.11万 | 新建仓 |
| HAL | HALLIBURTON CO | $29.96万 | 0.02% | 7,685 | 7,685 | — | $29.96万 | 新建仓 |
| AXS | AXIS CAP HLDGS LTD | $29.79万 | 0.02% | 2,938 | 784 | 36.4% | $7.95万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $29.76万 | 0.02% | 3,100 | -96 | -3.0% | -$9,215 | 减仓 |
| SDY | SPDR SERIES TRUST | $29.55万 | 0.02% | 2,025 | -123 | -5.7% | -$1.80万 | 减仓 |
| MET | METLIFE INC | $29.51万 | 0.02% | 4,173 | -868 | -17.2% | -$6.14万 | 减仓 |
| EFX | EQUIFAX INC | $29.03万 | 0.02% | 1,612 | 1,612 | — | $29.03万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $29.01万 | 0.02% | 1,463 | -262 | -15.2% | -$5.20万 | 减仓 |
| DAL | DELTA AIR LINES INC | $28.95万 | 0.02% | 4,354 | 4,354 | — | $28.95万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $28.86万 | 0.02% | 3,681 | -52 | -1.4% | -$4,077 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $28.77万 | 0.02% | 6,270 | 2 | 0.0% | $92 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $28.70万 | 0.02% | 6,336 | 201 | 3.3% | $9,106 | 加仓 |
| IDXX | IDEXX LABS INC | $28.66万 | 0.02% | 510 | 170 | 50.0% | $9.55万 | 加仓 |
| MTUS | METALLUS INC | $28.63万 | 0.02% | 17,522 | -129 | -0.7% | -$2,108 | 减仓 |
| SNOW | SNOWFLAKE INC | $28.60万 | 0.02% | 1,896 | 505 | 36.3% | $7.62万 | 加仓 |
| TTC | TORO CO | $28.36万 | 0.02% | 3,022 | 3,022 | — | $28.36万 | 新建仓 |
| MKTX | MARKETAXESS HLDGS INC | $28.23万 | 0.02% | 1,711 | 257 | 17.7% | $4.24万 | 加仓 |
| ARMK | ARAMARK | $28.23万 | 0.02% | 6,963 | 1,221 | 21.3% | $4.95万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $28.08万 | 0.02% | 1,416 | -518 | -26.8% | -$10.27万 | 减仓 |
| BRO | BROWN & BROWN INC | $27.94万 | 0.02% | 4,285 | 1,047 | 32.3% | $6.83万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $27.83万 | 0.02% | 4,344 | -39 | -0.9% | -$2,499 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $27.73万 | 0.02% | 3,312 | 3,312 | — | $27.73万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $27.33万 | 0.02% | 5,462 | 5,462 | — | $27.33万 | 新建仓 |
| RGA | REINSURANCE GROUP AMER INC | $27.21万 | 0.02% | 1,333 | 121 | 10.0% | $2.47万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.20万 | 0.02% | 553 | -507 | -47.8% | -$24.94万 | 减仓 |
| — | APELLIS PHARMACEUTICALS INC | $27.15万 | 0.02% | 6,748 | 6,748 | — | $27.15万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $27.06万 | 0.02% | 11,882 | 3,433 | 40.6% | $7.82万 | 加仓 |
| CCL | CARNIVAL CORP | $26.91万 | 0.02% | 10,399 | 10,399 | — | $26.91万 | 新建仓 |
| ITOT | ISHARES TR | $26.81万 | 0.02% | 1,882 | -99 | -5.0% | -$1.41万 | 减仓 |
| KMX | CARMAX INC | $26.72万 | 0.02% | 6,426 | 6,426 | — | $26.72万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $26.59万 | 0.02% | 3,209 | 3,209 | — | $26.59万 | 新建仓 |
| CI | THE CIGNA GROUP | $26.49万 | 0.02% | 993 | 993 | — | $26.49万 | 新建仓 |
| GWW | WW GRAINGER INC | $26.29万 | 0.02% | 241 | 241 | — | $26.29万 | 新建仓 |
| C | CITIGROUP INC | $26.24万 | 0.02% | 2,314 | -59 | -2.5% | -$6,691 | 减仓 |
| BBY | BEST BUY INC | $26.22万 | 0.02% | 4,024 | -427 | -9.6% | -$2.78万 | 减仓 |
| CCI | CROWN CASTLE INC | $26.20万 | 0.02% | 3,222 | 313 | 10.8% | $2.55万 | 加仓 |
| WAT | WATERS CORP | $26.15万 | 0.02% | 878 | 878 | — | $26.15万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $25.88万 | 0.02% | 970 | -226 | -18.9% | -$6.03万 | 减仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $25.81万 | 0.02% | 4,786 | -2 | -0.0% | -$108 | 减仓 |
| OMC | OMNICOM GROUP INC | $25.78万 | 0.02% | 3,383 | 3,383 | — | $25.78万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $25.73万 | 0.02% | 3,250 | -150 | -4.4% | -$1.19万 | 减仓 |
| VMC | VULCAN MATLS CO | $25.73万 | 0.02% | 945 | 945 | — | $25.73万 | 新建仓 |
| MLI | MUELLER INDS INC | $25.68万 | 0.02% | 2,318 | 384 | 19.9% | $4.25万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $25.68万 | 0.02% | 1,555 | 1,555 | — | $25.68万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $25.64万 | 0.02% | 552 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $25.58万 | 0.02% | 234 | -64 | -21.5% | -$7.00万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $25.35万 | 0.02% | 5,797 | 745 | 14.7% | $3.26万 | 加仓 |
| IOO | ISHARES TR | $25.19万 | 0.02% | 2,082 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $25.18万 | 0.02% | 12,967 | 12,967 | — | $25.18万 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $25.12万 | 0.02% | 10,741 | 10,741 | — | $25.12万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $25.04万 | 0.02% | 1,170 | 1,170 | — | $25.04万 | 新建仓 |
| ATI | ATI INC | $24.98万 | 0.02% | 1,717 | 1,717 | — | $24.98万 | 新建仓 |
| YUM | YUM BRANDS INC | $24.63万 | 0.02% | 1,584 | 1,584 | — | $24.63万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $24.60万 | 0.02% | 2,189 | 2,189 | — | $24.60万 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $24.59万 | 0.02% | 808 | -168 | -17.2% | -$5.11万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $24.45万 | 0.02% | 3,374 | -1,730 | -33.9% | -$12.54万 | 减仓 |
| COO | COOPER COS INC | $24.42万 | 0.02% | 3,415 | 3,415 | — | $24.42万 | 新建仓 |
| WEX | WEX INC | $24.33万 | 0.02% | 1,590 | 1,590 | — | $24.33万 | 新建仓 |
| NKE | NIKE INC | $24.32万 | 0.02% | 4,579 | 4,579 | — | $24.32万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $24.26万 | 0.02% | 6,315 | 1,501 | 31.2% | $5.77万 | 加仓 |
| ORRF | ORRSTOWN FINL SVCS INC | $24.23万 | 0.02% | 6,717 | -16 | -0.2% | -$577 | 减仓 |
| IRM | IRON MTN INC DEL | $24.21万 | 0.02% | 2,350 | 2,350 | — | $24.21万 | 新建仓 |
| ESTC | ELASTIC N V | $24.14万 | 0.02% | 4,829 | -821 | -14.5% | -$4.10万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $24.02万 | 0.02% | 5,659 | 5,659 | — | $24.02万 | 新建仓 |
| HTB | HOMETRUST BANCSHARES INC | $23.89万 | 0.02% | 5,602 | -84 | -1.5% | -$3,583 | 减仓 |
| NTNX | NUTANIX INC | $23.82万 | 0.02% | 6,266 | -1,558 | -19.9% | -$5.92万 | 减仓 |
| MHK | MOHAWK INDS INC | $23.80万 | 0.02% | 2,417 | 2,417 | — | $23.80万 | 新建仓 |
| MSCI | MSCI INC | $23.55万 | 0.02% | 437 | 437 | — | $23.55万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $23.52万 | 0.02% | 9,880 | 9,880 | — | $23.52万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $23.51万 | 0.02% | 1,810 | 1,810 | — | $23.51万 | 新建仓 |
| DOV | DOVER CORP | $23.44万 | 0.02% | 1,124 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $23.26万 | 0.01% | 1,549 | 490 | 46.3% | $7.36万 | 加仓 |
| APG | API GROUP CORP | $23.24万 | 0.01% | 5,736 | -64 | -1.1% | -$2,593 | 减仓 |
| IBTH | ISHARES TR | $23.23万 | 0.01% | 10,356 | 100 | 1.0% | $2,243 | 加仓 |
| MDB | MONGODB INC | $23.18万 | 0.01% | 947 | 947 | — | $23.18万 | 新建仓 |
| RRC | RANGE RES CORP | $23.14万 | 0.01% | 5,122 | -1,152 | -18.4% | -$5.20万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $23.08万 | 0.01% | 1,223 | 141 | 13.0% | $2.66万 | 加仓 |
| DINO | HF SINCLAIR CORP | $23.00万 | 0.01% | 3,687 | 3,687 | — | $23.00万 | 新建仓 |
| BSY | BENTLEY SYS INC | $22.98万 | 0.01% | 6,543 | 6,543 | — | $22.98万 | 新建仓 |
| USMV | ISHARES TR | $22.65万 | 0.01% | 2,442 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $22.56万 | 0.01% | 2,306 | -181 | -7.3% | -$1.77万 | 减仓 |
| ARW | ARROW ELECTRS INC | $22.56万 | 0.01% | 1,573 | -257 | -14.0% | -$3.69万 | 减仓 |
| GM | GENERAL MTRS CO | $22.54万 | 0.01% | 3,025 | 3,025 | — | $22.54万 | 新建仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $22.20万 | 0.01% | 3,494 | -404 | -10.4% | -$2.57万 | 减仓 |
| CR | CRANE COMPANY | $22.18万 | 0.01% | 1,297 | 193 | 17.5% | $3.30万 | 加仓 |
| NOBL | PROSHARES TR | $22.15万 | 0.01% | 2,089 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $22.12万 | 0.01% | 741 | 741 | — | $22.12万 | 新建仓 |
| EVRG | EVERGY INC | $22.00万 | 0.01% | 2,685 | 2,685 | — | $22.00万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $21.84万 | 0.01% | 575 | 575 | — | $21.84万 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $21.79万 | 0.01% | 1,637 | 1,637 | — | $21.79万 | 新建仓 |
| BBWI | BATH & BODY WORKS INC | $21.64万 | 0.01% | 11,592 | 11,592 | — | $21.64万 | 新建仓 |
| CIEN | CIENA CORP | $21.51万 | 0.01% | 554 | 554 | — | $21.51万 | 新建仓 |
| EXC | EXELON CORP | $21.48万 | 0.01% | 4,382 | -4,685 | -51.7% | -$22.97万 | 减仓 |