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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $8,183.98万 | 5.24% | 322,470 | -1,125 | -0.3% | -$28.55万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,312.90万 | 3.40% | 143,526 | 884 | 0.6% | $32.72万 | 加仓 |
| AVGO | BROADCOM INC | $5,209.06万 | 3.34% | 168,300 | 386 | 0.2% | $11.95万 | 加仓 |
| GOOGL | ALPHABET INC | $4,376.86万 | 2.80% | 152,207 | -1,657 | -1.1% | -$47.65万 | 减仓 |
| AMZN | AMAZON COM INC | $3,939.72万 | 2.52% | 189,164 | 3,320 | 1.8% | $69.15万 | 加仓 |
| GOOG | ALPHABET INC | $3,506.88万 | 2.25% | 122,251 | -5,247 | -4.1% | -$150.52万 | 减仓 |
| — | EXXON MOBIL CORP | $3,460.86万 | 2.22% | 203,988 | -210,918 | -50.8% | -$3,578.43万 | 减仓 |
| RTX | RTX CORPORATION | $3,396.53万 | 2.18% | 176,077 | -1,635 | -0.9% | -$31.54万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,316.66万 | 2.13% | 135,684 | -3,185 | -2.3% | -$77.85万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3,315.44万 | 2.12% | 66,354 | -703 | -1.0% | -$35.13万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,127.85万 | 2.00% | 31,391 | -31,315 | -49.9% | -$3,120.27万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,899.02万 | 1.86% | 60,497 | -2,171 | -3.5% | -$104.03万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $2,891.79万 | 1.85% | 176,189 | 315 | 0.2% | $5.17万 | 加仓 |
| TJX | TJX COS INC NEW | $2,867.61万 | 1.84% | 179,562 | 3,282 | 1.9% | $52.41万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,777.06万 | 1.78% | 94,406 | 213 | 0.2% | $6.27万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2,709.06万 | 1.74% | 293,474 | -3,068 | -1.0% | -$28.32万 | 减仓 |
| KLAC | KLA CORP | $2,557.63万 | 1.64% | 17,370 | -464 | -2.6% | -$68.32万 | 减仓 |
| CMI | CUMMINS INC | $2,362.63万 | 1.51% | 43,913 | -186 | -0.4% | -$10.01万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,187.91万 | 1.40% | 25,862 | 371 | 1.5% | $31.39万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,186.37万 | 1.40% | 125,358 | 96,070 | 328.0% | $1,675.56万 | 加仓 |
| META | META PLATFORMS INC | $2,124.01万 | 1.36% | 37,125 | -35,140 | -48.6% | -$2,010.45万 | 减仓 |
| NFLX | NETFLIX INC. | $2,052.16万 | 1.32% | 213,433 | 7,552 | 3.7% | $72.61万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,033.45万 | 1.30% | 98,282 | -1,505 | -1.5% | -$31.14万 | 减仓 |
| CB | CHUBB LTD SWITZ | $1,996.30万 | 1.28% | 61,068 | -59,992 | -49.6% | -$1,961.12万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,969.97万 | 1.26% | 118,104 | -117,249 | -49.8% | -$1,955.70万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,931.96万 | 1.24% | 243,719 | 24,676 | 11.3% | $195.61万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,873.40万 | 1.20% | 55,452 | 4,247 | 8.3% | $143.48万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,861.96万 | 1.19% | 151,650 | 1,801 | 1.2% | $22.11万 | 加仓 |
| ETN | EATON CORP PLC | $1,854.95万 | 1.19% | 51,862 | -105 | -0.2% | -$3.76万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,786.24万 | 1.14% | 123,666 | 1,324 | 1.1% | $19.12万 | 加仓 |
| MCD | MCDONALDS CORP | $1,757.51万 | 1.13% | 56,550 | -56,881 | -50.1% | -$1,767.80万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,624.34万 | 1.04% | 103,277 | 2,069 | 2.0% | $32.54万 | 加仓 |
| LIN | LINDE PLC | $1,569.66万 | 1.01% | 31,662 | 46 | 0.1% | $2.28万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,542.29万 | 0.99% | 46,937 | 1,232 | 2.7% | $40.48万 | 加仓 |
| IVE | ISHARES TR | $1,429.53万 | 0.92% | 67,702 | 2,629 | 4.0% | $55.51万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,408.62万 | 0.90% | 58,114 | 47,361 | 440.4% | $1,147.98万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,378.88万 | 0.88% | 219,741 | -2,285 | -1.0% | -$14.34万 | 减仓 |
| IVW | ISHARES TR | $1,346.33万 | 0.86% | 119,028 | 3,206 | 2.8% | $36.26万 | 加仓 |
| KO | COCA COLA CO | $1,312.47万 | 0.84% | 171,373 | -933 | -0.5% | -$7.15万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,288.00万 | 0.83% | 160,839 | 2,019 | 1.3% | $16.17万 | 加仓 |
| DIS | DISNEY WALT CO | $1,282.37万 | 0.82% | 133,053 | -137,226 | -50.8% | -$1,322.59万 | 减仓 |
| UNP | UNION PAC CORP | $1,174.31万 | 0.75% | 48,401 | 297 | 0.6% | $7.21万 | 加仓 |
| CAT | CATERPILLAR INC | $1,150.33万 | 0.74% | 16,237 | -240 | -1.5% | -$17.00万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,126.27万 | 0.72% | 109,698 | 211 | 0.2% | $2.17万 | 加仓 |
| IBDS | ISHARES TR | $1,094.26万 | 0.70% | 451,426 | 301,620 | 201.3% | $731.13万 | 加仓 |
| HD | HOME DEPOT INC | $1,080.13万 | 0.69% | 32,842 | 103 | 0.3% | $3.39万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $1,061.86万 | 0.68% | 9,162 | 233 | 2.6% | $27.00万 | 加仓 |
| AON | AON PLC | $1,008.23万 | 0.65% | 31,236 | 1,692 | 5.7% | $54.61万 | 加仓 |
| PEP | PEPSICO INC | $984.76万 | 0.63% | 63,414 | -3,510 | -5.2% | -$54.51万 | 减仓 |
| DHI | D R HORTON INC | $936.21万 | 0.60% | 68,227 | 973 | 1.4% | $13.35万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $912.61万 | 0.58% | 13,394 | -554 | -4.0% | -$37.75万 | 减仓 |
| LOW | LOWES COS INC | $882.74万 | 0.57% | 37,360 | -1,503 | -3.9% | -$35.51万 | 减仓 |
| EOG | EOG RES INC | $810.70万 | 0.52% | 56,077 | -2,095 | -3.6% | -$30.29万 | 减仓 |
| HSY | HERSHEY CO | $767.35万 | 0.49% | 36,911 | -37,017 | -50.1% | -$769.55万 | 减仓 |
| ABBV | ABBVIE INC | $765.89万 | 0.49% | 35,215 | -1,749 | -4.7% | -$38.04万 | 减仓 |
| IJR | ISHARES TR | $735.60万 | 0.47% | 59,175 | 2,929 | 5.2% | $36.41万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $719.49万 | 0.46% | 10,546 | -76 | -0.7% | -$5.18万 | 减仓 |
| IJH | ISHARES TR | $618.75万 | 0.40% | 91,626 | 5,800 | 6.8% | $39.17万 | 加仓 |
| TMUS | T-MOBILE US INC | $612.46万 | 0.39% | 29,161 | 177 | 0.6% | $3.72万 | 加仓 |
| LLY | ELI LILLY & CO | $556.23万 | 0.36% | 6,047 | 522 | 9.4% | $48.02万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $540.24万 | 0.35% | 8,307 | -231 | -2.7% | -$15.02万 | 减仓 |
| GE | GE AEROSPACE | $537.79万 | 0.34% | 18,952 | 1,023 | 5.7% | $29.03万 | 加仓 |
| DE | DEERE & CO | $532.05万 | 0.34% | 9,445 | 126 | 1.4% | $7.10万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $514.53万 | 0.33% | 26,810 | 3,242 | 13.8% | $62.22万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $502.70万 | 0.32% | 7 | -1 | -12.5% | -$71.81万 | 减仓 |
| IBDT | ISHARES TR | $501.59万 | 0.32% | 198,024 | 53,942 | 37.4% | $136.63万 | 加仓 |
| WMT | WALMART INC | $494.97万 | 0.32% | 39,749 | 4,514 | 12.8% | $56.21万 | 加仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $491.21万 | 0.31% | 373,262 | -828 | -0.2% | -$1.09万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $486.49万 | 0.31% | 82,765 | 2,601 | 3.2% | $15.29万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $476.06万 | 0.31% | 13,265 | 75 | 0.6% | $2.69万 | 加仓 |
| MCK | MCKESSON CORP | $459.77万 | 0.29% | 5,308 | -45 | -0.8% | -$3.90万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $432.66万 | 0.28% | 273,681 | -284,336 | -51.0% | -$449.51万 | 减仓 |
| GEV | GE VERNOVA INC | $423.41万 | 0.27% | 4,848 | 322 | 7.1% | $28.12万 | 加仓 |
| COP | CONOCOPHILLIPS | $419.23万 | 0.27% | 31,760 | -72,060 | -69.4% | -$951.19万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $402.76万 | 0.26% | 9,664 | 110 | 1.2% | $4.58万 | 加仓 |
| IEFA | ISHARES TR | $383.49万 | 0.25% | 42,361 | 3,014 | 7.7% | $27.29万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $377.66万 | 0.24% | 11,781 | -12,275 | -51.0% | -$393.49万 | 减仓 |
| CIVB | CIVISTA BANCSHARES INC | $369.49万 | 0.24% | 162,128 | -1,030 | -0.6% | -$2.35万 | 减仓 |
| MRK | MERCK & CO INC | $364.83万 | 0.23% | 30,114 | -2,862 | -8.7% | -$34.67万 | 减仓 |
| IBDR | ISHARES TR | $358.70万 | 0.23% | 147,979 | -4,092 | -2.7% | -$9.92万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $355.73万 | 0.23% | 16,661 | 151 | 0.9% | $3.22万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $350.60万 | 0.22% | 5,795 | -340 | -5.5% | -$20.57万 | 减仓 |
| FDX | FEDEX CORP | $336.14万 | 0.22% | 9,399 | 460 | 5.1% | $16.45万 | 加仓 |
| IBDU | ISHARES TR | $326.34万 | 0.21% | 140,301 | 16,883 | 13.7% | $39.27万 | 加仓 |
| FLOT | ISHARES TR | $325.75万 | 0.21% | 63,936 | 2,522 | 4.1% | $12.85万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $324.93万 | 0.21% | 113,178 | -94 | -0.1% | -$2,699 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $295.61万 | 0.19% | 10,300 | 786 | 8.3% | $22.56万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $294.89万 | 0.19% | 10,215 | 281 | 2.8% | $8.11万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $294.30万 | 0.19% | 9,730 | -4,159 | -29.9% | -$125.80万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $286.66万 | 0.18% | 4,079 | 4,079 | — | $286.66万 | 新建仓 |
| IBDV | ISHARES TR | $282.60万 | 0.18% | 129,102 | 19,487 | 17.8% | $42.66万 | 加仓 |
| MKL | MARKEL GROUP INC | $276.20万 | 0.18% | 1,443 | -22 | -1.5% | -$4.21万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $275.54万 | 0.18% | 13,438 | -532 | -3.8% | -$10.91万 | 减仓 |
| PFE | PFIZER INC | $263.35万 | 0.17% | 93,787 | 431 | 0.5% | $1.21万 | 加仓 |
| EMR | EMERSON ELEC CO | $256.53万 | 0.16% | 19,580 | -4,238 | -17.8% | -$55.52万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $255.15万 | 0.16% | 7,529 | -149 | -1.9% | -$5.05万 | 减仓 |
| GLD | SPDR GOLD TR | $250.00万 | 0.16% | 5,810 | -315 | -5.1% | -$13.55万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $248.04万 | 0.16% | 40,897 | 5,075 | 14.2% | $30.78万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $239.03万 | 0.15% | 18,872 | -370 | -1.9% | -$4.69万 | 减仓 |
| QCOM | QUALCOMM INC | $230.35万 | 0.15% | 17,887 | -298 | -1.6% | -$3.84万 | 减仓 |