Beaton Management Co. Inc.
HAVERHILL MA · SEC CIK 0001714678
$2.25亿2026Q1 申报市值
146持仓数
29.0%前十大占比 · 第一大 4.6%
2 / 3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
AXP 新建仓+$123.10万
AMAT 新建仓+$20.50万
IWM 加仓+$15.51万
IVW 加仓+$8.19万
COST 加仓+$6.48万
2026Q1 卖出最多 按季末市值估算
Q 清仓-$40.70万
GNRC 减仓-$37.61万
EXXON MOBIL CORP 减仓-$28.84万
KKR 清仓-$26.80万
BABA 清仓-$25.70万
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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $130.80万 | 0.58% | 46,565 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $134.20万 | 0.60% | 46,308 | 4 | 0.0% | $116 | 加仓 |
| NVS | NOVARTIS AG SPON ADR | $135.50万 | 0.60% | 8,873 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB CO | $141.70万 | 0.63% | 23,369 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $146.80万 | 0.65% | 4,724 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $148.00万 | 0.66% | 1,750 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $151.20万 | 0.67% | 19,881 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $153.20万 | 0.68% | 4,120 | 100 | 2.5% | $3.72万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL | $156.90万 | 0.70% | 8,174 | 0 | 0.0% | — | 不变 |
| V | VISA INC CL A | $157.60万 | 0.70% | 5,214 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $164.90万 | 0.73% | 8,284 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $166.70万 | 0.74% | 11,475 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $176.10万 | 0.78% | 35,088 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $181.70万 | 0.81% | 19,565 | -135 | -0.7% | -$1.25万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $190.60万 | 0.85% | 3,153 | -5 | -0.2% | -$3,023 | 减仓 |
| SPY | STATE STREET SPDR S&P | $192.20万 | 0.86% | 2,955 | 0 | 0.0% | — | 不变 |
| STT | STATE STREET CORP | $224.90万 | 1.00% | 17,770 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $225.50万 | 1.00% | 10,366 | -49 | -0.5% | -$1.07万 | 减仓 |
| DIS | WALT DISNEY CO (HOLDING | $226.50万 | 1.01% | 23,505 | -100 | -0.4% | -$9,636 | 减仓 |
| WMT | WALMART INC | $228.80万 | 1.02% | 18,407 | 300 | 1.7% | $3.73万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $251.50万 | 1.12% | 3,686 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 | $255.70万 | 1.14% | 5,996 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $260.90万 | 1.16% | 21,687 | -300 | -1.4% | -$3.61万 | 减仓 |
| GE | GE AEROSPACE | $266.90万 | 1.19% | 9,405 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $281.90万 | 1.26% | 17,050 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $289.40万 | 1.29% | 12,803 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $295.60万 | 1.32% | 8,988 | -100 | -1.1% | -$3.29万 | 减仓 |
| APH | AMPHENOL CORP NEW CL A | $298.20万 | 1.33% | 23,600 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC | $337.40万 | 1.50% | 6,863 | -40 | -0.6% | -$1.97万 | 减仓 |
| DE | DEERE AND CO | $350.10万 | 1.56% | 6,216 | -20 | -0.3% | -$1.13万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $361.80万 | 1.61% | 3,631 | 65 | 1.8% | $6.48万 | 加仓 |
| RTX | RTX CORP | $370.50万 | 1.65% | 19,208 | -289 | -1.5% | -$5.57万 | 减仓 |
| QQQ | INVESCO QQQ TRUST ETF | $381.80万 | 1.70% | 6,615 | -100 | -1.5% | -$5.77万 | 减仓 |
| PEP | PEPSICO INC | $394.70万 | 1.76% | 25,416 | -142 | -0.6% | -$2.21万 | 减仓 |
| BAC | BANK OF AMER CORP | $395.80万 | 1.76% | 81,195 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $402.70万 | 1.79% | 27,880 | -135 | -0.5% | -$1.95万 | 减仓 |
| CAT | CATERPILLAR INC | $406.20万 | 1.81% | 5,733 | -50 | -0.9% | -$3.54万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC | $430.90万 | 1.92% | 6 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CL A | $444.60万 | 1.98% | 15,462 | 66 | 0.4% | $1.90万 | 加仓 |
| CVX | CHEVRON CORP | $447.30万 | 1.99% | 21,617 | -214 | -1.0% | -$4.43万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $522.60万 | 2.33% | 21,378 | -14 | -0.1% | -$3,422 | 减仓 |
| LLY | LILLY ELI & CO | $541.40万 | 2.41% | 5,886 | -25 | -0.4% | -$2.30万 | 减仓 |
| META | META PLATFORMS INC CL A | $544.20万 | 2.42% | 9,512 | 100 | 1.1% | $5.72万 | 加仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $547.40万 | 2.44% | 59,300 | -120 | -0.2% | -$1.11万 | 减仓 |
| AMZN | AMAZON.COM INC | $558.60万 | 2.49% | 26,822 | -60 | -0.2% | -$1.25万 | 减仓 |
| TD | TORONTO DOMINION BK NEW | $571.90万 | 2.55% | 61,295 | -194 | -0.3% | -$1.81万 | 减仓 |
| MSFT | MICROSOFT CORP | $606.30万 | 2.70% | 16,379 | -115 | -0.7% | -$4.26万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $634.20万 | 2.82% | 21,561 | -245 | -1.1% | -$7.21万 | 减仓 |
| — | EXXON MOBIL CORP | $711.20万 | 3.17% | 41,921 | -1,700 | -3.9% | -$28.84万 | 减仓 |
| AAPL | APPLE INC | $756.50万 | 3.37% | 29,807 | -225 | -0.7% | -$5.71万 | 减仓 |
| NVDA | NVIDIA CORP | $1,034.80万 | 4.61% | 59,336 | -400 | -0.7% | -$6.98万 | 减仓 |