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 |
|---|---|---|---|---|---|---|---|---|
| JBLU | JETBLUE AIRWAYS CORP | $7.33万 | 0.00% | 12,794 | 12,794 | — | $7.33万 | 新建仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -203,988 | -100.0% | -$3,460.86万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -5,250 | -100.0% | -$118.67万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -4,575 | -100.0% | -$77.05万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -882 | -100.0% | -$68.15万 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -2,230 | -100.0% | -$55.91万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -2,941 | -100.0% | -$51.35万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -836 | -100.0% | -$45.90万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -2,618 | -100.0% | -$45.41万 | 清仓 |
| CAR | AVIS BUDGET GROUP INC | $0 | 0.00% | 0 | -3,003 | -100.0% | -$43.80万 | 清仓 |
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -5,400 | -100.0% | -$43.69万 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -5,380 | -100.0% | -$42.74万 | 清仓 |
| H | HYATT HOTELS CORP | $0 | 0.00% | 0 | -2,965 | -100.0% | -$42.63万 | 清仓 |
| WELL | WELLTOWER INC | $0 | 0.00% | 0 | -2,142 | -100.0% | -$42.34万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -2,360 | -100.0% | -$41.98万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -7,145 | -100.0% | -$41.73万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -3,767 | -100.0% | -$41.29万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -1,737 | -100.0% | -$39.91万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -3,059 | -100.0% | -$38.49万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,275 | -100.0% | -$37.94万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -1,151 | -100.0% | -$37.65万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -8,823 | -100.0% | -$37.10万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -1,179 | -100.0% | -$37.04万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -5,875 | -100.0% | -$36.94万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -759 | -100.0% | -$36.45万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -4,896 | -100.0% | -$36.19万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -3,584 | -100.0% | -$35.87万 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -1,303 | -100.0% | -$35.73万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -1,152 | -100.0% | -$35.03万 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -5,130 | -100.0% | -$34.00万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -1,141 | -100.0% | -$33.70万 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -890 | -100.0% | -$31.27万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -595 | -100.0% | -$31.10万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -1,102 | -100.0% | -$30.62万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -4,379 | -100.0% | -$30.35万 | 清仓 |
| BROS | DUTCH BROS INC | $0 | 0.00% | 0 | -5,943 | -100.0% | -$30.11万 | 清仓 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | -3,100 | -100.0% | -$29.76万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,681 | -100.0% | -$28.86万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -6,336 | -100.0% | -$28.70万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -510 | -100.0% | -$28.66万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -1,711 | -100.0% | -$28.23万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -4,285 | -100.0% | -$27.94万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -6,748 | -100.0% | -$27.15万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -11,882 | -100.0% | -$27.06万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -10,399 | -100.0% | -$26.91万 | 清仓 |
| ASTS | AST SPACEMOBILE INC | $0 | 0.00% | 0 | -3,209 | -100.0% | -$26.59万 | 清仓 |
| GWW | WW GRAINGER INC | $0 | 0.00% | 0 | -241 | -100.0% | -$26.29万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -4,024 | -100.0% | -$26.22万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -3,222 | -100.0% | -$26.20万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -970 | -100.0% | -$25.88万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -3,383 | -100.0% | -$25.78万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -945 | -100.0% | -$25.73万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -234 | -100.0% | -$25.58万 | 清仓 |
| FOUR | SHIFT4 PMTS INC | $0 | 0.00% | 0 | -5,797 | -100.0% | -$25.35万 | 清仓 |
| QXO | QXO INC | $0 | 0.00% | 0 | -12,967 | -100.0% | -$25.18万 | 清仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $0 | 0.00% | 0 | -10,741 | -100.0% | -$25.12万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -1,584 | -100.0% | -$24.63万 | 清仓 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -2,189 | -100.0% | -$24.60万 | 清仓 |
| JLL | JONES LANG LASALLE INC | $0 | 0.00% | 0 | -808 | -100.0% | -$24.59万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -3,374 | -100.0% | -$24.45万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -3,415 | -100.0% | -$24.42万 | 清仓 |
| WEX | WEX INC | $0 | 0.00% | 0 | -1,590 | -100.0% | -$24.33万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,579 | -100.0% | -$24.32万 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -4,829 | -100.0% | -$24.14万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -437 | -100.0% | -$23.55万 | 清仓 |
| CF | CF INDUSTRIES HOLD | $0 | 0.00% | 0 | -1,810 | -100.0% | -$23.51万 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -1,124 | -100.0% | -$23.44万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -1,549 | -100.0% | -$23.26万 | 清仓 |
| RRC | RANGE RES CORP | $0 | 0.00% | 0 | -5,122 | -100.0% | -$23.14万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -1,223 | -100.0% | -$23.08万 | 清仓 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -6,543 | -100.0% | -$22.98万 | 清仓 |
| ARW | ARROW ELECTRS INC | $0 | 0.00% | 0 | -1,573 | -100.0% | -$22.56万 | 清仓 |
| CR | CRANE COMPANY | $0 | 0.00% | 0 | -1,297 | -100.0% | -$22.18万 | 清仓 |
| EVRG | EVERGY INC | $0 | 0.00% | 0 | -2,685 | -100.0% | -$22.00万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -575 | -100.0% | -$21.84万 | 清仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $0 | 0.00% | 0 | -1,637 | -100.0% | -$21.79万 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | -11,592 | -100.0% | -$21.64万 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -4,382 | -100.0% | -$21.48万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -6,446 | -100.0% | -$21.40万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -1,732 | -100.0% | -$21.35万 | 清仓 |
| CHH | CHOICE HOTELS INTL INC | $0 | 0.00% | 0 | -2,051 | -100.0% | -$21.23万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -956 | -100.0% | -$21.14万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -1,392 | -100.0% | -$20.93万 | 清仓 |
| BHF | BRIGHTHOUSE FINL INC | $0 | 0.00% | 0 | -3,476 | -100.0% | -$20.81万 | 清仓 |
| VFC | V F CORP | $0 | 0.00% | 0 | -12,113 | -100.0% | -$20.58万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -3,676 | -100.0% | -$20.51万 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -3,921 | -100.0% | -$20.49万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -2,542 | -100.0% | -$20.44万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -676 | -100.0% | -$20.34万 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $0 | 0.00% | 0 | -12,686 | -100.0% | -$19.09万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -11,007 | -100.0% | -$18.98万 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -15,178 | -100.0% | -$16.85万 | 清仓 |
| AGNC | AGNC INVT CORP | $0 | 0.00% | 0 | -16,694 | -100.0% | -$16.74万 | 清仓 |
| — | BOGOTA FINL CORP | $0 | 0.00% | 0 | -15,350 | -100.0% | -$13.05万 | 清仓 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -17,234 | -100.0% | -$11.43万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -12,227 | -100.0% | -$10.33万 | 清仓 |
| QS | QUANTUMSCAPE CORP | $0 | 0.00% | 0 | -16,039 | -100.0% | -$10.23万 | 清仓 |
| UAA | UNDER ARMOUR INC | $0 | 0.00% | 0 | -13,482 | -100.0% | -$7.97万 | 清仓 |
| AUR | AURORA INNOVATION INC | $0 | 0.00% | 0 | -18,673 | -100.0% | -$7.69万 | 清仓 |
| CLVT | CLARIVATE PLC | $0 | 0.00% | 0 | -17,078 | -100.0% | -$4.32万 | 清仓 |