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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $9,311.99万 | 5.38% | 321,813 | -657 | -0.2% | -$19.01万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $7,063.78万 | 4.08% | 163,718 | -12,471 | -7.1% | -$538.07万 | 减仓 |
| AVGO | BROADCOM INC | $6,217.85万 | 3.59% | 164,602 | -3,698 | -2.2% | -$139.69万 | 减仓 |
| GOOGL | ALPHABET INC | $5,383.14万 | 3.11% | 150,632 | -1,575 | -1.0% | -$56.29万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,368.71万 | 3.10% | 143,925 | 399 | 0.3% | $14.88万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $5,163.68万 | 2.98% | 44,735 | -10,717 | -19.3% | -$1,237.04万 | 减仓 |
| KLAC | KLA CORP | $4,685.06万 | 2.71% | 155,284 | -18,416 | -10.6% | -$555.63万 | 减仓 |
| AMZN | AMAZON COM INC | $4,544.07万 | 2.62% | 190,655 | 1,491 | 0.8% | $35.54万 | 加仓 |
| GOOG | ALPHABET INC | $4,235.80万 | 2.45% | 119,882 | -2,369 | -1.9% | -$83.70万 | 减仓 |
| JNJ | JOHNSON JOHNSON | $3,476.24万 | 2.01% | 136,876 | 1,192 | 0.9% | $30.27万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3,411.66万 | 1.97% | 66,426 | 72 | 0.1% | $3.70万 | 加仓 |
| RTX | RTX CORPORATION | $3,360.47万 | 1.94% | 177,118 | 1,041 | 0.6% | $19.75万 | 加仓 |
| JPM | JPMORGAN CHASE CO | $3,113.55万 | 1.80% | 95,120 | 714 | 0.8% | $23.37万 | 加仓 |
| CMI | CUMMINS INC | $3,095.04万 | 1.79% | 43,396 | -517 | -1.2% | -$36.87万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,026.11万 | 1.75% | 60,475 | -22 | -0.0% | -$1.10万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,951.75万 | 1.70% | 31,554 | 163 | 0.5% | $15.25万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,897.78万 | 1.67% | 366,668 | 122,949 | 50.4% | $971.67万 | 加仓 |
| TJX | TJX COS INC NEW | $2,724.77万 | 1.57% | 179,853 | 291 | 0.2% | $4.41万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2,678.37万 | 1.55% | 290,843 | -2,631 | -0.9% | -$24.23万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,601.91万 | 1.50% | 25,727 | -135 | -0.5% | -$13.65万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $2,586.66万 | 1.49% | 152,264 | 614 | 0.4% | $10.43万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,570.12万 | 1.48% | 128,448 | 3,090 | 2.5% | $61.83万 | 加仓 |
| ETN | EATON CORP PLC | $2,270.50万 | 1.31% | 53,283 | 1,421 | 2.7% | $60.55万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $2,176.99万 | 1.26% | 120,335 | 2,231 | 1.9% | $40.36万 | 加仓 |
| META | META PLATFORMS INC | $2,146.86万 | 1.24% | 38,113 | 988 | 2.7% | $55.65万 | 加仓 |
| CB | CHUBB LIMITED | $2,123.63万 | 1.23% | 62,140 | 1,072 | 1.8% | $36.64万 | 加仓 |
| PG | PROCTER GAMBLE CO | $1,759.41万 | 1.02% | 119,982 | -3,684 | -3.0% | -$54.02万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,708.64万 | 0.99% | 60,760 | 2,646 | 4.6% | $74.41万 | 加仓 |
| CAT | CATERPILLAR INC | $1,680.09万 | 0.97% | 15,777 | -460 | -2.8% | -$48.99万 | 减仓 |
| LIN | LINDE PLC | $1,660.68万 | 0.96% | 32,001 | 339 | 1.1% | $17.59万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,641.83万 | 0.95% | 99,049 | 767 | 0.8% | $12.71万 | 加仓 |
| IVW | ISHARES TR | $1,633.73万 | 0.94% | 118,790 | -238 | -0.2% | -$3.27万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,610.29万 | 0.93% | 51,146 | 4,209 | 9.0% | $132.52万 | 加仓 |
| IVE | ISHARES TR | $1,588.22万 | 0.92% | 69,947 | 2,245 | 3.3% | $50.97万 | 加仓 |
| MCD | MCDONALDS CORP | $1,580.56万 | 0.91% | 58,472 | 1,922 | 3.4% | $51.95万 | 加仓 |
| NFLX | NETFLIX INC | $1,573.41万 | 0.91% | 220,366 | 6,933 | 3.2% | $49.50万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,497.46万 | 0.86% | 165,538 | 4,699 | 2.9% | $42.51万 | 加仓 |
| KO | COCA COLA CO | $1,361.42万 | 0.79% | 166,416 | -4,957 | -2.9% | -$40.55万 | 减仓 |
| UNP | UNION PAC CORP | $1,322.48万 | 0.76% | 48,621 | 220 | 0.5% | $5.98万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,285.41万 | 0.74% | 104,412 | 1,135 | 1.1% | $13.97万 | 加仓 |
| DIS | DISNEY WALT CO | $1,251.70万 | 0.72% | 130,047 | -3,006 | -2.3% | -$28.93万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1,229.89万 | 0.71% | 9,233 | 71 | 0.8% | $9.46万 | 加仓 |
| DHI | D R HORTON INC | $1,181.31万 | 0.68% | 72,526 | 4,299 | 6.3% | $70.02万 | 加仓 |
| HD | HOME DEPOT INC | $1,168.63万 | 0.67% | 33,136 | 294 | 0.9% | $10.37万 | 加仓 |
| IBDS | ISHARES TR | $1,095.35万 | 0.63% | 452,252 | 826 | 0.2% | $2.00万 | 加仓 |
| AON | AON PLC | $1,064.85万 | 0.61% | 32,104 | 868 | 2.8% | $28.79万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $995.47万 | 0.57% | 13,137 | -257 | -1.9% | -$19.47万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $991.15万 | 0.57% | 109,230 | -468 | -0.4% | -$4.25万 | 减仓 |
| ABBV | ABBVIE INC | $904.26万 | 0.52% | 35,935 | 720 | 2.0% | $18.12万 | 加仓 |
| LLY | ELI LILLY CO | $880.14万 | 0.51% | 7,338 | 1,291 | 21.3% | $154.85万 | 加仓 |
| IJR | ISHARES TR | $870.75万 | 0.50% | 58,711 | -464 | -0.8% | -$6.88万 | 减仓 |
| PEP | PEPSICO INC | $831.94万 | 0.48% | 61,443 | -1,971 | -3.1% | -$26.69万 | 减仓 |
| LOW | LOWES COS INC | $779.30万 | 0.45% | 35,344 | -2,016 | -5.4% | -$44.45万 | 减仓 |
| EOG | EOG RES INC | $742.91万 | 0.43% | 57,266 | 1,189 | 2.1% | $15.42万 | 加仓 |
| IJH | ISHARES TR | $712.95万 | 0.41% | 92,459 | 833 | 0.9% | $6.42万 | 加仓 |
| IBDT | ISHARES TR | $665.03万 | 0.38% | 263,379 | 65,355 | 33.0% | $165.02万 | 加仓 |
| GE | GE AEROSPACE | $651.03万 | 0.38% | 17,420 | -1,532 | -8.1% | -$57.26万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $643.58万 | 0.37% | 12,999 | -266 | -2.0% | -$13.17万 | 减仓 |
| SPY | STATE STR SPDR S P 500 ETF T | $634.92万 | 0.37% | 8,502 | 195 | 2.3% | $14.56万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $608.77万 | 0.35% | 28,612 | 1,802 | 6.7% | $38.34万 | 加仓 |
| HSY | HERSHEY CO | $587.53万 | 0.34% | 33,487 | -3,424 | -9.3% | -$60.07万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $562.52万 | 0.32% | 89,444 | 6,679 | 8.1% | $42.00万 | 加仓 |
| GEV | GE VERNOVA INC | $561.92万 | 0.32% | 4,783 | -65 | -1.3% | -$7.64万 | 减仓 |
| DE | DEERE CO | $550.01万 | 0.32% | 8,671 | -774 | -8.2% | -$49.10万 | 减仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $527.54万 | 0.30% | 361,330 | -11,932 | -3.2% | -$17.42万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $524.20万 | 0.30% | 7 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $518.36万 | 0.30% | 10,178 | -368 | -3.5% | -$18.74万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $495.76万 | 0.29% | 277,169 | 3,488 | 1.3% | $6.24万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $489.58万 | 0.28% | 9,968 | 304 | 3.1% | $14.93万 | 加仓 |
| TMUS | T MOBILE US INC | $472.16万 | 0.27% | 28,150 | -1,011 | -3.5% | -$16.96万 | 减仓 |
| CIVB | CIVISTA BANCSHARES INC | $441.32万 | 0.25% | 156,384 | -5,744 | -3.5% | -$16.21万 | 减仓 |
| IBDU | ISHARES TR | $439.41万 | 0.25% | 189,726 | 49,425 | 35.2% | $114.47万 | 加仓 |
| WMT | WALMART INC | $435.08万 | 0.25% | 38,414 | -1,335 | -3.4% | -$15.12万 | 减仓 |
| IEFA | ISHARES TR | $421.04万 | 0.24% | 43,595 | 1,234 | 2.9% | $11.92万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $395.37万 | 0.23% | 16,829 | 168 | 1.0% | $3.95万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $392.59万 | 0.23% | 11,402 | -379 | -3.2% | -$13.05万 | 减仓 |
| MCK | MCKESSON CORP | $380.63万 | 0.22% | 5,032 | -276 | -5.2% | -$20.88万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $368.44万 | 0.21% | 4,828 | 3 | 0.1% | $2,289 | 加仓 |
| MRK | MERCK CO INC | $368.27万 | 0.21% | 28,659 | -1,455 | -4.8% | -$18.70万 | 减仓 |
| FLOT | ISHARES TR | $366.86万 | 0.21% | 71,864 | 7,928 | 12.4% | $40.47万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $364.19万 | 0.21% | 5,461 | -334 | -5.8% | -$22.27万 | 减仓 |
| IBDR | ISHARES TR | $363.98万 | 0.21% | 150,218 | 2,239 | 1.5% | $5.43万 | 加仓 |
| IBDV | ISHARES TR | $360.10万 | 0.21% | 165,185 | 36,083 | 27.9% | $78.66万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $359.70万 | 0.21% | 4,192 | 113 | 2.8% | $9.70万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $347.81万 | 0.20% | 7,283 | -246 | -3.3% | -$11.75万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $347.38万 | 0.20% | 11,042 | 742 | 7.2% | $23.34万 | 加仓 |
| QCOM | QUALCOMM INC | $317.72万 | 0.18% | 17,194 | -693 | -3.9% | -$12.81万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $315.57万 | 0.18% | 9,329 | -401 | -4.1% | -$13.56万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $304.18万 | 0.18% | 13,470 | 32 | 0.2% | $7,226 | 加仓 |
| COP | CONOCOPHILLIPS | $297.45万 | 0.17% | 28,612 | -3,148 | -9.9% | -$32.73万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $295.55万 | 0.17% | 18,948 | 76 | 0.4% | $1.19万 | 加仓 |
| FDX | FEDEX CORP | $293.81万 | 0.17% | 9,383 | -16 | -0.2% | -$5,010 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $293.71万 | 0.17% | 10,018 | -197 | -1.9% | -$5.78万 | 减仓 |
| INTC | INTEL CORP | $285.49万 | 0.16% | 20,446 | 858 | 4.4% | $11.98万 | 加仓 |
| MKL | MARKEL GROUP INC | $267.76万 | 0.15% | 1,371 | -72 | -5.0% | -$14.06万 | 减仓 |
| TKR | TIMKEN CO | $267.31万 | 0.15% | 18,395 | 77 | 0.4% | $1.12万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $259.38万 | 0.15% | 105,655 | -7,523 | -6.6% | -$18.47万 | 减仓 |
| EMR | EMERSON ELEC CO | $254.30万 | 0.15% | 17,765 | -1,815 | -9.3% | -$25.98万 | 减仓 |
| USHY | ISHARES TR | $249.80万 | 0.14% | 67,477 | 24,520 | 57.1% | $90.77万 | 加仓 |
| CSX | CSX CORP | $242.95万 | 0.14% | 51,115 | 1,611 | 3.3% | $7.66万 | 加仓 |