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 |
|---|---|---|---|---|---|---|---|---|
| CPRT | COPART INC | $21.40万 | 0.01% | 6,446 | 6,446 | — | $21.40万 | 新建仓 |
| ILMN | ILLUMINA INC | $21.35万 | 0.01% | 1,732 | -364 | -17.4% | -$4.49万 | 减仓 |
| AZO | AUTOZONE INC | $21.28万 | 0.01% | 63 | 1 | 1.6% | $3,378 | 加仓 |
| CVS | CVS HEALTH CORP | $21.27万 | 0.01% | 2,961 | -817 | -21.6% | -$5.87万 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $21.23万 | 0.01% | 2,051 | -393 | -16.1% | -$4.07万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $21.18万 | 0.01% | 1,033 | 1,033 | — | $21.18万 | 新建仓 |
| STE | STERIS PLC | $21.14万 | 0.01% | 956 | -317 | -24.9% | -$7.01万 | 减仓 |
| DVA | DAVITA INC | $20.93万 | 0.01% | 1,362 | 1,362 | — | $20.93万 | 新建仓 |
| VST | VISTRA CORP | $20.93万 | 0.01% | 1,392 | -820 | -37.1% | -$12.33万 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $20.81万 | 0.01% | 3,476 | 3,476 | — | $20.81万 | 新建仓 |
| VFC | V F CORP | $20.58万 | 0.01% | 12,113 | 12,113 | — | $20.58万 | 新建仓 |
| FISV | FISERV INC | $20.51万 | 0.01% | 3,676 | 3,676 | — | $20.51万 | 新建仓 |
| TECH | BIO-TECHNE CORP | $20.49万 | 0.01% | 3,921 | -399 | -9.2% | -$2.09万 | 减仓 |
| CNH | CNH INDL N V | $20.47万 | 0.01% | 18,608 | -1,052 | -5.4% | -$1.16万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $20.44万 | 0.01% | 2,542 | -2,206 | -46.5% | -$17.73万 | 减仓 |
| HTH | HILLTOP HLDGS INC | $20.40万 | 0.01% | 5,694 | 5,694 | — | $20.40万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $20.34万 | 0.01% | 676 | 676 | — | $20.34万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $20.17万 | 0.01% | 6,575 | 6,575 | — | $20.17万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $19.09万 | 0.01% | 12,686 | 12,686 | — | $19.09万 | 新建仓 |
| KVUE | KENVUE INC | $18.98万 | 0.01% | 11,007 | -3,282 | -23.0% | -$5.66万 | 减仓 |
| WSBF | WATERSTONE FINL INC MD | $18.15万 | 0.01% | 10,065 | 20 | 0.2% | $361 | 加仓 |
| PATH | UIPATH INC | $16.85万 | 0.01% | 15,178 | 15,178 | — | $16.85万 | 新建仓 |
| AGNC | AGNC INVT CORP | $16.74万 | 0.01% | 16,694 | 16,694 | — | $16.74万 | 新建仓 |
| WNEB | WESTERN NEW ENG BANCORP INC | $15.42万 | 0.01% | 11,929 | -4 | -0.0% | -$52 | 减仓 |
| F | FORD MTR CO | $13.16万 | 0.01% | 11,401 | -2,863 | -20.1% | -$3.30万 | 减仓 |
| — | BOGOTA FINL CORP | $13.05万 | 0.01% | 15,350 | 0 | 0.0% | — | 不变 |
| — | MANHATTAN BRDG CAP INC | $12.25万 | 0.01% | 122,460 | -220,916 | -64.3% | -$22.09万 | 减仓 |
| ADT | ADT INC DEL | $11.43万 | 0.01% | 17,234 | -2,938 | -14.6% | -$1.95万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $10.33万 | 0.01% | 12,227 | -2,803 | -18.6% | -$2.37万 | 减仓 |
| QS | QUANTUMSCAPE CORP | $10.23万 | 0.01% | 16,039 | 16,039 | — | $10.23万 | 新建仓 |
| NWL | NEWELL BRANDS INC | $8.25万 | 0.01% | 24,065 | 3,789 | 18.7% | $1.30万 | 加仓 |
| UAA | UNDER ARMOUR INC | $7.97万 | 0.01% | 13,482 | 13,482 | — | $7.97万 | 新建仓 |
| AUR | AURORA INNOVATION INC | $7.69万 | 0.00% | 18,673 | 18,673 | — | $7.69万 | 新建仓 |
| CLVT | CLARIVATE PLC | $4.32万 | 0.00% | 17,078 | 3,856 | 29.2% | $9,756 | 加仓 |
| — | GOSSAMER BIO INC | $3,658 | 0.00% | 11,135 | 11,135 | — | $3,658 | 新建仓 |
| APP | APPLOVIN CORP COM CL A | $0 | 0.00% | 0 | -3,208 | -100.0% | -$216.16万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PYPL | PAYPAL HLDGS INC COM | $0 | 0.00% | 0 | -8,391 | -100.0% | -$48.99万 | 清仓 |
| RBLX | ROBLOX CORP CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LVS | LAS VEGAS SANDS CORP COM | $0 | 0.00% | 0 | -6,474 | -100.0% | -$42.14万 | 清仓 |
| GILD | GILEAD SCIENCES INC COM | $0 | 0.00% | 0 | -3,398 | -100.0% | -$41.70万 | 清仓 |
| HPQ | HP INC COM | $0 | 0.00% | 0 | -18,348 | -100.0% | -$41.19万 | 清仓 |
| MDT | MEDTRONIC PLC SHS | $0 | 0.00% | 0 | -3,844 | -100.0% | -$37.20万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -888 | -100.0% | -$35.31万 | 清仓 |
| HUBS | HUBSPOT INC COM | $0 | 0.00% | 0 | -868 | -100.0% | -$34.83万 | 清仓 |
| MTB | M & T BK CORP COM | $0 | 0.00% | 0 | -1,692 | -100.0% | -$34.09万 | 清仓 |
| BX | BLACKSTONE INC COM | $0 | 0.00% | 0 | -2,061 | -100.0% | -$31.77万 | 清仓 |
| SBUX | STARBUCKS CORP COM | $0 | 0.00% | 0 | -3,766 | -100.0% | -$31.71万 | 清仓 |
| — | COMERICA INC COM | $0 | 0.00% | 0 | -3,648 | -100.0% | -$31.71万 | 清仓 |
| WING | WINGSTOP INC COM | $0 | 0.00% | 0 | -1,309 | -100.0% | -$31.22万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $0 | 0.00% | 0 | -3,709 | -100.0% | -$30.42万 | 清仓 |
| IT | GARTNER INC COM | $0 | 0.00% | 0 | -1,194 | -100.0% | -$30.12万 | 清仓 |
| WEC | WEC ENERGY GROUP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NEE | NEXTERA ENERGY INC COM | $0 | 0.00% | 0 | -3,694 | -100.0% | -$29.66万 | 清仓 |
| CHWY | CHEWY INC CL A | $0 | 0.00% | 0 | -8,676 | -100.0% | -$28.67万 | 清仓 |
| IQV | IQVIA HLDGS INC COM | $0 | 0.00% | 0 | -1,252 | -100.0% | -$28.22万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $0 | 0.00% | 0 | -2,510 | -100.0% | -$28.07万 | 清仓 |
| XYZ | BLOCK INC CL A | $0 | 0.00% | 0 | -4,296 | -100.0% | -$27.96万 | 清仓 |
| SU | SUNCOR ENERGY INC NEW COM | $0 | 0.00% | 0 | -6,195 | -100.0% | -$27.48万 | 清仓 |
| CL | COLGATE PALMOLIVE CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NUE | NUCOR CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMT | AMERICAN TOWER CORP COM | $0 | 0.00% | 0 | -1,450 | -100.0% | -$25.70万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MANH | MANHATTAN ASSOCIATES INC COM | $0 | 0.00% | 0 | -1,374 | -100.0% | -$23.81万 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC COM | $0 | 0.00% | 0 | -3,810 | -100.0% | -$23.61万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC COM | $0 | 0.00% | 0 | -12,100 | -100.0% | -$23.20万 | 清仓 |
| AVAV | AEROVIRONMENT INC COM | $0 | 0.00% | 0 | -954 | -100.0% | -$23.08万 | 清仓 |
| LKQ | LKQ CORP COM | $0 | 0.00% | 0 | -7,586 | -100.0% | -$22.91万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $0 | 0.00% | 0 | -2,998 | -100.0% | -$22.85万 | 清仓 |
| USFD | US FOODS HLDG CORP COM | $0 | 0.00% | 0 | -2,976 | -100.0% | -$22.42万 | 清仓 |
| O | REALTY INCOME CORP COM | $0 | 0.00% | 0 | -3,904 | -100.0% | -$21.98万 | 清仓 |
| EG | EVEREST GROUP LTD COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OKE | ONEOK INC NEW COM | $0 | 0.00% | 0 | -2,969 | -100.0% | -$21.83万 | 清仓 |
| G | GENPACT LIMITED SHS | $0 | 0.00% | 0 | -4,654 | -100.0% | -$21.77万 | 清仓 |
| IR | INGERSOLL RAND INC COM | $0 | 0.00% | 0 | -2,692 | -100.0% | -$21.33万 | 清仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $0 | 0.00% | 0 | -751 | -100.0% | -$21.28万 | 清仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $0 | 0.00% | 0 | -4,136 | -100.0% | -$21.00万 | 清仓 |
| FTV | FORTIVE CORP COM | $0 | 0.00% | 0 | -3,801 | -100.0% | -$20.99万 | 清仓 |
| TTEK | TETRA TECH INC NEW COM | $0 | 0.00% | 0 | -6,200 | -100.0% | -$20.79万 | 清仓 |
| PSN | PARSONS CORP DEL COM | $0 | 0.00% | 0 | -3,338 | -100.0% | -$20.63万 | 清仓 |
| — | ISHARES ETHEREUM TRUST ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RGEN | REPLIGEN CORP COM | $0 | 0.00% | 0 | -1,234 | -100.0% | -$20.22万 | 清仓 |