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 |
| XLU | SELECT SECTOR SPDR TR | $29.71万 | 0.02% | 6,553 | 283 | 4.5% | $1.28万 | 加仓 |
| SO | SOUTHERN CO | $29.65万 | 0.02% | 3,098 | -760 | -19.7% | -$7.27万 | 减仓 |
| VEA | VANGUARD TAX MANAGED FDS | $29.56万 | 0.02% | 4,149 | -195 | -4.5% | -$1.39万 | 减仓 |
| SYY | SYSCO CORP | $29.28万 | 0.02% | 3,503 | 3,503 | — | $29.28万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $29.14万 | 0.02% | 3,250 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $29.02万 | 0.02% | 850 | 109 | 14.7% | $3.72万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $28.97万 | 0.02% | 1,719 | -915 | -34.7% | -$15.42万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $28.88万 | 0.02% | 553 | 1 | 0.2% | $522 | 加仓 |
| RBLX | ROBLOX CORP | $28.86万 | 0.02% | 5,308 | -631 | -10.6% | -$3.43万 | 重新持有 |
| BSX | BOSTON SCIENTIFIC CORP | $28.72万 | 0.02% | 6,729 | -213,012 | -96.9% | -$909.14万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $28.71万 | 0.02% | 1,081 | -179 | -14.2% | -$4.75万 | 减仓 |
| MAA | MID AMER APT CMNTYS INC | $28.58万 | 0.02% | 2,057 | 2,057 | — | $28.58万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $28.55万 | 0.02% | 527 | -67 | -11.3% | -$3.63万 | 减仓 |
| IOO | ISHARES TR | $28.44万 | 0.02% | 2,082 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $28.39万 | 0.02% | 1,752 | 1,752 | — | $28.39万 | 新建仓 |
| RBC | RBC BEARINGS INC | $28.34万 | 0.02% | 440 | 440 | — | $28.34万 | 新建仓 |
| HTB | HOMETRUST BANCSHARES INC | $28.32万 | 0.02% | 5,676 | 74 | 1.3% | $3,692 | 加仓 |
| S | SENTINELONE INC | $28.30万 | 0.02% | 16,677 | 16,677 | — | $28.30万 | 新建仓 |
| TTWO | TAKE TWO INTERACTIVE SOFTWAR | $28.22万 | 0.02% | 1,129 | 1,129 | — | $28.22万 | 新建仓 |
| ORRF | ORRSTOWN FINL SVCS INC | $27.71万 | 0.02% | 6,787 | 70 | 1.0% | $2,858 | 加仓 |
| TTC | TORO CO | $27.51万 | 0.02% | 2,824 | -198 | -6.6% | -$1.93万 | 减仓 |
| NNN | NNN REIT INC | $27.50万 | 0.02% | 5,911 | 5,911 | — | $27.50万 | 新建仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $26.78万 | 0.02% | 4,519 | 4,519 | — | $26.78万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $26.69万 | 0.02% | 2,911 | -530 | -15.4% | -$4.86万 | 重新持有 |
| TXRH | TEXAS ROADHOUSE INC | $26.63万 | 0.02% | 1,378 | -177 | -11.4% | -$3.42万 | 减仓 |
| HST | HOST HOTELS RESORTS INC | $26.14万 | 0.02% | 11,025 | 11,025 | — | $26.14万 | 新建仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $26.10万 | 0.02% | 4,049 | 555 | 15.9% | $3.58万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $26.00万 | 0.02% | 2,420 | -518 | -17.6% | -$5.57万 | 减仓 |
| — | RICHMOND MUT BANCORPORATION | $25.87万 | 0.01% | 16,288 | -17,950 | -52.4% | -$28.50万 | 减仓 |
| IBTH | ISHARES TR | $25.44万 | 0.01% | 11,374 | 1,018 | 9.8% | $2.28万 | 加仓 |
| NUE | NUCOR CORP | $25.23万 | 0.01% | 1,133 | -455 | -28.7% | -$10.13万 | 重新持有 |
| DINO | HF SINCLAIR CORP | $25.10万 | 0.01% | 3,604 | -83 | -2.3% | -$5,781 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.82万 | 0.01% | 2,127 | -520 | -19.6% | -$6.07万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $24.53万 | 0.01% | 6,980 | 1,321 | 23.3% | $4.64万 | 加仓 |
| BURL | BURLINGTON STORES INC | $24.46万 | 0.01% | 772 | 772 | — | $24.46万 | 新建仓 |
| ZTS | ZOETIS INC | $24.39万 | 0.01% | 3,395 | -493 | -12.7% | -$3.54万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $24.37万 | 0.01% | 1,146 | -187 | -14.0% | -$3.98万 | 减仓 |
| MDB | MONGODB INC | $24.18万 | 0.01% | 720 | -227 | -24.0% | -$7.62万 | 减仓 |
| NET | CLOUDFLARE INC | $24.16万 | 0.01% | 985 | 985 | — | $24.16万 | 新建仓 |
| ADBE | ADOBE INC | $24.05万 | 0.01% | 1,173 | -252 | -17.7% | -$5.17万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $24.02万 | 0.01% | 4,562 | 4,562 | — | $24.02万 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $24.00万 | 0.01% | 4,375 | 4,375 | — | $24.00万 | 新建仓 |
| AYI | ACUITY INC | $23.88万 | 0.01% | 634 | 634 | — | $23.88万 | 新建仓 |
| TSN | TYSON FOODS INC | $23.85万 | 0.01% | 4,165 | -682 | -14.1% | -$3.90万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $23.79万 | 0.01% | 8,052 | 8,052 | — | $23.79万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $23.56万 | 0.01% | 1,024 | 1,024 | — | $23.56万 | 新建仓 |
| USMV | ISHARES TR | $23.56万 | 0.01% | 2,442 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $23.54万 | 0.01% | 1,907 | 1,907 | — | $23.54万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $23.54万 | 0.01% | 2,181 | 2,181 | — | $23.54万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $23.04万 | 0.01% | 6,775 | -2,848 | -29.6% | -$9.68万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $23.01万 | 0.01% | 3,288 | -24 | -0.7% | -$1,680 | 减仓 |
| CUBE | CUBESMART | $22.75万 | 0.01% | 5,721 | 5,721 | — | $22.75万 | 新建仓 |
| TREX | TREX INC | $22.73万 | 0.01% | 4,543 | 4,543 | — | $22.73万 | 新建仓 |
| EQT | EQT CORP | $22.52万 | 0.01% | 4,236 | -825 | -16.3% | -$4.39万 | 减仓 |
| ASML | ASML HLDG NV | $22.48万 | 0.01% | 113 | 113 | — | $22.48万 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $22.47万 | 0.01% | 2,733 | 2,733 | — | $22.47万 | 新建仓 |
| FIVE | FIVE BELOW INC | $22.33万 | 0.01% | 1,242 | -403 | -24.5% | -$7.25万 | 减仓 |
| OC | OWENS CORNING NEW | $22.30万 | 0.01% | 1,403 | 1,403 | — | $22.30万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $22.20万 | 0.01% | 1,901 | -913 | -32.4% | -$10.66万 | 重新持有 |
| HTH | HILLTOP HLDGS INC | $22.12万 | 0.01% | 5,704 | 10 | 0.2% | $388 | 加仓 |
| ECHO | ECHOSTAR CORP | $22.06万 | 0.01% | 2,173 | -1,041 | -32.4% | -$10.57万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $21.89万 | 0.01% | 3,591 | 3,591 | — | $21.89万 | 新建仓 |
| NOW | SERVICENOW INC | $21.82万 | 0.01% | 2,198 | -4,313 | -66.2% | -$42.82万 | 减仓 |
| BWFG | BANKWELL FINL GROUP INC | $21.71万 | 0.01% | 3,696 | 3,696 | — | $21.71万 | 新建仓 |
| GRMN | GARMIN LTD | $21.62万 | 0.01% | 910 | 910 | — | $21.62万 | 新建仓 |
| CVS | CVS HEALTH CORP | $21.48万 | 0.01% | 2,076 | -885 | -29.9% | -$9.16万 | 减仓 |
| KMB | KIMBERLY CLARK CORP | $21.44万 | 0.01% | 1,924 | -382 | -16.6% | -$4.26万 | 减仓 |
| EG | EVEREST GROUP LTD | $21.36万 | 0.01% | 598 | -46 | -7.1% | -$1.64万 | 重新持有 |
| SHOP | SHOPIFY INC | $21.29万 | 0.01% | 1,865 | 1,865 | — | $21.29万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $21.23万 | 0.01% | 693 | 693 | — | $21.23万 | 新建仓 |
| PLD | PROLOGIS INC | $21.09万 | 0.01% | 1,557 | -853 | -35.4% | -$11.56万 | 减仓 |
| MOS | MOSAIC CO | $21.01万 | 0.01% | 9,916 | 9,916 | — | $21.01万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $21.00万 | 0.01% | 961 | -502 | -34.3% | -$10.97万 | 减仓 |
| IGSB | ISHARES TR | $20.96万 | 0.01% | 4,000 | 4,000 | — | $20.96万 | 新建仓 |
| WSBF | WATERSTONE FINL INC MD | $20.96万 | 0.01% | 10,109 | 44 | 0.4% | $912 | 加仓 |
| EFX | EQUIFAX INC | $20.90万 | 0.01% | 1,317 | -295 | -18.3% | -$4.68万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $20.77万 | 0.01% | 6,550 | -25 | -0.4% | -$793 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $20.74万 | 0.01% | 5,723 | 5,723 | — | $20.74万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $20.72万 | 0.01% | 1,306 | 1,306 | — | $20.72万 | 新建仓 |
| AA | ALCOA CORP | $20.64万 | 0.01% | 3,959 | -1,643 | -29.3% | -$8.57万 | 减仓 |
| THFF | FIRST FINANCIAL CORPORATION | $20.64万 | 0.01% | 2,665 | 2,665 | — | $20.64万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $20.64万 | 0.01% | 2,882 | -1,190 | -29.2% | -$8.52万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $20.62万 | 0.01% | 7,219 | 7,219 | — | $20.62万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $20.56万 | 0.01% | 7,259 | 7,259 | — | $20.56万 | 新建仓 |
| ROST | ROSS STORES INC | $20.43万 | 0.01% | 960 | 960 | — | $20.43万 | 新建仓 |
| RHI | ROBERT HALF INC | $20.37万 | 0.01% | 6,634 | 6,634 | — | $20.37万 | 新建仓 |
| — | HOME FED BANCORP INC LA NEW | $20.36万 | 0.01% | 9,700 | 9,700 | — | $20.36万 | 新建仓 |
| EBC | EASTERN BANKSHARES INC | $20.31万 | 0.01% | 9,132 | 9,132 | — | $20.31万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $20.31万 | 0.01% | 686 | 686 | — | $20.31万 | 新建仓 |
| APG | API GROUP CORP | $20.26万 | 0.01% | 4,785 | -951 | -16.6% | -$4.03万 | 减仓 |
| F | FORD MTR CO | $20.24万 | 0.01% | 14,559 | 3,158 | 27.7% | $4.39万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $20.23万 | 0.01% | 441 | -315 | -41.7% | -$14.45万 | 减仓 |
| CNH | CNH INDL N V | $19.56万 | 0.01% | 17,416 | -1,192 | -6.4% | -$1.34万 | 减仓 |
| — | ISHARES ETHEREUM TR | $17.87万 | 0.01% | 15,031 | 5,905 | 64.7% | $7.02万 | 重新持有 |
| WNEB | WESTERN NEW ENG BANCORP INC | $17.08万 | 0.01% | 11,945 | 16 | 0.1% | $229 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $15.53万 | 0.01% | 14,696 | 14,696 | — | $15.53万 | 新建仓 |
| NWL | NEWELL BRANDS INC | $15.23万 | 0.01% | 24,807 | 742 | 3.1% | $4,556 | 加仓 |
| — | FRANKLIN XRP TRUST | $11.66万 | 0.01% | 10,271 | 10,271 | — | $11.66万 | 新建仓 |
| — | MANHATTAN BRDG CAP INC | $10.79万 | 0.01% | 107,881 | -14,579 | -11.9% | -$1.46万 | 减仓 |