Beaton Management Co. Inc.
HAVERHILL MA · SEC CIK 0001714678
$2.45亿2026Q2 申报市值
157持仓数
29.6%前十大占比 · 第一大 4.8%
11 / 2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
ABBV 加仓+$130.25万
HONA 新建仓+$114.90万
TD 加仓+$111.24万
MRVL 新建仓+$49.20万
GLW 新建仓+$35.80万
2026Q2 卖出最多 按季末市值估算
BRK/A 减仓-$299.60万
HON 减仓-$170.30万
DD 减仓-$89.85万
PM 减仓-$78.71万
LMT 减仓-$71.21万
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 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -4,119 | -100.0% | -$42.30万 | 清仓 |
| CRM | SALESFORCE INC. | $0 | 0.00% | 0 | -1,385 | -100.0% | -$25.90万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSNG | $20.10万 | 0.08% | 896 | 0 | 0.0% | — | 重新持有 |
| QCOM | QUALCOMM INC | $20.30万 | 0.08% | 1,097 | 1,097 | — | $20.30万 | 新建仓 |
| MDT | MEDTRONIC PLC | $20.60万 | 0.08% | 2,638 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $20.70万 | 0.08% | 1,367 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $21.00万 | 0.09% | 555 | 555 | — | $21.00万 | 新建仓 |
| PEG | PUBLIC SERVICE ENTERPRSE | $21.10万 | 0.09% | 2,596 | -196 | -7.0% | -$1.59万 | 减仓 |
| LSTR | LANDSTAR SYSTEMS INC | $21.50万 | 0.09% | 1,040 | 1,040 | — | $21.50万 | 新建仓 |
| XHB | STATE STREET SPDR S&P | $22.00万 | 0.09% | 1,900 | 1,900 | — | $22.00万 | 新建仓 |
| — | WARNER BROS DISCOVERY | $22.40万 | 0.09% | 8,419 | 279 | 3.4% | $7,423 | 加仓 |
| UNM | UNUM GROUP | $22.40万 | 0.09% | 2,500 | 2,500 | — | $22.40万 | 新建仓 |
| VMC | VULCAN MATLS CO COM | $22.50万 | 0.09% | 762 | -50 | -6.2% | -$1.48万 | 减仓 |
| OKE | ONEOK INC NEW | $22.60万 | 0.09% | 2,600 | 2,600 | — | $22.60万 | 新建仓 |
| GIS | GENL MILLS INC | $22.80万 | 0.09% | 6,538 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FREIGHT HLDG CO | $23.10万 | 0.09% | 1,531 | 1,531 | — | $23.10万 | 新建仓 |
| VOO | VANGUARD S&P 500 ETF | $23.40万 | 0.10% | 340 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $24.30万 | 0.10% | 1,384 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO WATER RESOURCES | $24.40万 | 0.10% | 3,530 | 0 | 0.0% | — | 不变 |
| ED | CONS EDISON CO (HOLDING | $24.60万 | 0.10% | 2,223 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $25.00万 | 0.10% | 350 | 350 | — | $25.00万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $25.40万 | 0.10% | 1,750 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $25.80万 | 0.11% | 2,819 | -100 | -3.4% | -$9,152 | 减仓 |
| CAH | CARDINAL HEALTH INC | $26.00万 | 0.11% | 1,095 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $27.20万 | 0.11% | 11,068 | -278 | -2.5% | -$6,832 | 减仓 |
| XLE | STATE STREET ENERGY | $28.40万 | 0.12% | 5,340 | -50 | -0.9% | -$2,659 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.10万 | 0.12% | 700 | 0 | 0.0% | — | 重新持有 |
| IJT | ISHARES S&P SMALLCAP 600 | $29.30万 | 0.12% | 1,640 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $30.00万 | 0.12% | 6,315 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $30.60万 | 0.12% | 3,610 | 253 | 7.5% | $2.14万 | 加仓 |
| BNY | BANK OF NEW YORK MELLON | $30.70万 | 0.13% | 2,125 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR CO COM | $31.60万 | 0.13% | 22,729 | 367 | 1.6% | $5,102 | 加仓 |
| IJR | ISHARES CORE S&P | $31.70万 | 0.13% | 2,139 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P | $32.00万 | 0.13% | 2,022 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVID | $32.90万 | 0.13% | 1,389 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $33.30万 | 0.14% | 10,000 | 0 | 0.0% | — | 不变 |
| APD | AIR PROD & CHEMICAL INC | $34.30万 | 0.14% | 1,169 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TRUST VALUE LINE | $34.60万 | 0.14% | 7,174 | -25 | -0.3% | -$1,206 | 减仓 |
| IJH | ISHARES CORE S&P MIDCAP | $34.90万 | 0.14% | 4,530 | 0 | 0.0% | — | 不变 |
| YUM | YUM! BRANDS INC | $35.50万 | 0.14% | 2,219 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $35.60万 | 0.15% | 4,980 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MOTORS CO | $35.80万 | 0.15% | 4,647 | 167 | 3.7% | $1.29万 | 加仓 |
| GLW | CORNING INC | $35.80万 | 0.15% | 1,400 | 1,400 | — | $35.80万 | 新建仓 |
| AEP | AMER ELECTRIC POWER CO | $36.80万 | 0.15% | 2,691 | -200 | -6.9% | -$2.74万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $37.30万 | 0.15% | 1,275 | -25 | -1.9% | -$7,314 | 减仓 |
| ADI | ANALOG DEVICES INC | $38.40万 | 0.16% | 966 | 199 | 25.9% | $7.91万 | 加仓 |
| KMB | KIMBERLY CLARK CORP | $39.80万 | 0.16% | 3,623 | 167 | 4.8% | $1.83万 | 加仓 |
| NUE | NUCOR CORP | $40.10万 | 0.16% | 1,800 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $40.40万 | 0.16% | 1,355 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINANCIAL INC | $41.70万 | 0.17% | 910 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH | $41.90万 | 0.17% | 3,045 | 241 | 8.6% | $3.32万 | 加仓 |
| FTSL | FIRST TRUST SENIOR LN | $42.30万 | 0.17% | 9,450 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $43.40万 | 0.18% | 600 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADR | $44.50万 | 0.18% | 5,740 | -450 | -7.3% | -$3.49万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $45.10万 | 0.18% | 3,560 | 389 | 12.3% | $4.93万 | 加仓 |
| AWK | AMERICAN WATER WORKS CO | $45.40万 | 0.18% | 3,450 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $45.70万 | 0.19% | 3,371 | -6,628 | -66.3% | -$89.85万 | 减仓 |
| XLB | STATE STREET MATERIALS | $47.10万 | 0.19% | 9,260 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $47.50万 | 0.19% | 2,808 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $49.10万 | 0.20% | 2,436 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $49.20万 | 0.20% | 1,652 | 1,652 | — | $49.20万 | 新建仓 |
| WAT | WATERS CORP | $49.90万 | 0.20% | 1,331 | 0 | 0.0% | — | 不变 |
| PH | PARKER HANNIFIN CORP | $50.70万 | 0.21% | 518 | 167 | 47.6% | $16.35万 | 加仓 |
| ADBE | ADOBE SYS INC COM | $51.30万 | 0.21% | 2,504 | -150 | -5.7% | -$3.07万 | 减仓 |
| NOW | SERVICENOW INC | $51.90万 | 0.21% | 5,225 | 100 | 2.0% | $9,933 | 加仓 |
| EMR | EMERSON ELECTRIC CO | $55.00万 | 0.22% | 3,845 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $55.20万 | 0.22% | 4,100 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $55.50万 | 0.23% | 3,966 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $57.90万 | 0.24% | 1,359 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $59.10万 | 0.24% | 1,880 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE | $59.20万 | 0.24% | 3,729 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $60.60万 | 0.25% | 7,247 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $61.50万 | 0.25% | 7,800 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $64.20万 | 0.26% | 6,180 | -25 | -0.4% | -$2,597 | 减仓 |
| PWR | QUANTA SERVICES INC | $64.80万 | 0.26% | 900 | 0 | 0.0% | — | 不变 |
| CI | CIGNA GROUP COM | $65.30万 | 0.27% | 2,368 | -62 | -2.6% | -$1.71万 | 减仓 |
| NKE | NIKE INC CL B | $69.70万 | 0.28% | 16,971 | 850 | 5.3% | $3.49万 | 加仓 |
| QTEC | FIRST TRUST NASDAQ 100 | $72.00万 | 0.29% | 2,150 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $72.10万 | 0.29% | 1,850 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $72.90万 | 0.30% | 12,598 | -2,783 | -18.1% | -$16.10万 | 减仓 |
| RS | RELIANCE INC | $74.70万 | 0.30% | 2,000 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $75.00万 | 0.31% | 3,150 | -24 | -0.8% | -$5,714 | 减仓 |
| CVS | CVS HEALTH CORP | $76.10万 | 0.31% | 7,360 | 0 | 0.0% | — | 不变 |
| UFPT | UFP TECHNOLOGIES INC | $78.20万 | 0.32% | 2,950 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES EXPANDED | $81.00万 | 0.33% | 4,950 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC CL A | $81.30万 | 0.33% | 1,582 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO NEW | $81.40万 | 0.33% | 9,850 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $82.80万 | 0.34% | 7,088 | -496 | -6.5% | -$5.79万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $89.40万 | 0.36% | 1,755 | -1,398 | -44.3% | -$71.21万 | 减仓 |
| GOOG | ALPHABET INC CL C | $90.70万 | 0.37% | 2,567 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $91.20万 | 0.37% | 2,114 | -29 | -1.4% | -$1.25万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $93.10万 | 0.38% | 3,099 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDL SELECT | $94.90万 | 0.39% | 5,126 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $96.00万 | 0.39% | 3,067 | -50 | -1.6% | -$1.57万 | 减仓 |
| LIN | LINDE PLC NEW EUR | $97.70万 | 0.40% | 1,883 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $97.90万 | 0.40% | 6,679 | -150 | -2.2% | -$2.20万 | 减仓 |
| T | AT&T INC | $98.00万 | 0.40% | 47,352 | 1,044 | 2.3% | $2.16万 | 加仓 |
| LOW | LOWES COS INC COM | $106.60万 | 0.43% | 4,836 | -25 | -0.5% | -$5,511 | 减仓 |
| — | PROSHARES ULTRA DOW30 | $110.10万 | 0.45% | 16,800 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $111.80万 | 0.46% | 46,415 | -150 | -0.3% | -$3,613 | 减仓 |