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 |
|---|---|---|---|---|---|---|---|---|
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -4,989 | -100.0% | -$40.70万 | 清仓 |
| KKR | KKR & CO INC CL A | $0 | 0.00% | 0 | -2,100 | -100.0% | -$26.80万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,755 | -100.0% | -$25.70万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSNG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOO | VANGUARD S&P 500 ETF | $20.30万 | 0.09% | 340 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $20.50万 | 0.09% | 600 | 600 | — | $20.50万 | 新建仓 |
| TJX | TJX COS INC NEW | $21.80万 | 0.10% | 1,367 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO COM | $22.10万 | 0.10% | 812 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY | $22.40万 | 0.10% | 8,140 | -3,000 | -26.9% | -$8.26万 | 减仓 |
| PEG | PUBLIC SERVICE ENTERPRSE | $22.60万 | 0.10% | 2,792 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $22.90万 | 0.10% | 2,638 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $22.90万 | 0.10% | 1,750 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $23.10万 | 0.10% | 1,095 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO WATER RESOURCES | $23.60万 | 0.11% | 3,530 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALLCAP 600 | $23.70万 | 0.11% | 1,640 | 0 | 0.0% | — | 不变 |
| GIS | GENL MILLS INC | $24.30万 | 0.11% | 6,538 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $24.40万 | 0.11% | 767 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $24.90万 | 0.11% | 2,919 | -100 | -3.3% | -$8,530 | 减仓 |
| BNY | BANK OF NEW YORK MELLON | $25.20万 | 0.11% | 2,125 | 0 | 0.0% | — | 不变 |
| ED | CONS EDISON CO (HOLDING | $25.20万 | 0.11% | 2,223 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $25.40万 | 0.11% | 1,300 | -1,925 | -59.7% | -$37.61万 | 减仓 |
| F | FORD MOTOR CO COM | $25.80万 | 0.11% | 22,362 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P | $25.80万 | 0.11% | 2,022 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC. | $25.90万 | 0.12% | 1,385 | -100 | -6.7% | -$1.87万 | 减仓 |
| CSX | CSX CORP COM | $25.90万 | 0.12% | 6,315 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $26.30万 | 0.12% | 1,355 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P | $26.60万 | 0.12% | 2,139 | 100 | 4.9% | $1.24万 | 加仓 |
| CTVA | CORTEVA INC | $28.10万 | 0.13% | 3,357 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $28.80万 | 0.13% | 1,384 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVID | $29.90万 | 0.13% | 1,389 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $30.30万 | 0.13% | 10,000 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $30.40万 | 0.14% | 1,800 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MIDCAP | $30.60万 | 0.14% | 4,530 | 0 | 0.0% | — | 不变 |
| PH | PARKER HANNIFIN CORP | $31.40万 | 0.14% | 351 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH | $31.70万 | 0.14% | 2,804 | 724 | 34.8% | $8.19万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $32.60万 | 0.15% | 11,346 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY | $33.00万 | 0.15% | 5,390 | -100 | -1.8% | -$6,122 | 减仓 |
| KMB | KIMBERLY CLARK CORP | $33.30万 | 0.15% | 3,456 | -50 | -1.4% | -$4,818 | 减仓 |
| GM | GENERAL MOTORS CO | $33.40万 | 0.15% | 4,480 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TRUST VALUE LINE | $33.90万 | 0.15% | 7,199 | 0 | 0.0% | — | 不变 |
| APD | AIR PROD & CHEMICAL INC | $34.00万 | 0.15% | 1,169 | 0 | 0.0% | — | 不变 |
| YUM | YUM! BRANDS INC | $34.50万 | 0.15% | 2,219 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $35.20万 | 0.16% | 2,143 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $35.80万 | 0.16% | 3,174 | 0 | 0.0% | — | 不变 |
| AEP | AMER ELECTRIC POWER CO | $37.90万 | 0.17% | 2,891 | -43 | -1.5% | -$5,637 | 减仓 |
| WAT | WATERS CORP | $39.60万 | 0.18% | 1,331 | 31 | 2.4% | $9,223 | 加仓 |
| AMP | AMERIPRISE FINANCIAL INC | $40.40万 | 0.18% | 910 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $41.50万 | 0.18% | 3,171 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $42.30万 | 0.19% | 4,119 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TRUST SENIOR LN | $42.30万 | 0.19% | 9,450 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $45.00万 | 0.20% | 3,966 | 100 | 2.6% | $1.13万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $45.80万 | 0.20% | 9,999 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS | $46.30万 | 0.21% | 9,260 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TRUST NASDAQ 100 | $46.40万 | 0.21% | 2,150 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WATER WORKS CO | $47.00万 | 0.21% | 3,450 | -75 | -2.1% | -$1.02万 | 减仓 |
| NFLX | NETFLIX INC | $47.90万 | 0.21% | 4,980 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $48.60万 | 0.22% | 1,359 | 50 | 3.8% | $1.79万 | 加仓 |
| PWR | QUANTA SERVICES INC | $49.40万 | 0.22% | 900 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC CO | $50.40万 | 0.22% | 3,845 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $50.90万 | 0.23% | 2,436 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $51.20万 | 0.23% | 2,808 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $51.70万 | 0.23% | 7,247 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $52.90万 | 0.24% | 7,360 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $53.60万 | 0.24% | 5,125 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $54.00万 | 0.24% | 1,880 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE | $54.70万 | 0.24% | 3,729 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $55.50万 | 0.25% | 4,100 | 0 | 0.0% | — | 不变 |
| UFPT | UFP TECHNOLOGIES INC | $57.10万 | 0.25% | 2,950 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADR | $57.60万 | 0.26% | 6,190 | -200 | -3.1% | -$1.86万 | 减仓 |
| IGM | ISHARES EXPANDED | $58.70万 | 0.26% | 4,950 | 100 | 2.1% | $1.19万 | 加仓 |
| RS | RELIANCE INC | $60.80万 | 0.27% | 2,000 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE SYS INC COM | $64.50万 | 0.29% | 2,654 | 0 | 0.0% | — | 不变 |
| CI | CIGNA GROUP COM | $64.80万 | 0.29% | 2,430 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $66.20万 | 0.29% | 7,800 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CL C | $73.60万 | 0.33% | 2,567 | -55 | -2.1% | -$1.58万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $76.90万 | 0.34% | 3,099 | 625 | 25.3% | $15.51万 | 加仓 |
| WFC | WELLS FARGO & CO NEW | $78.40万 | 0.35% | 9,850 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC CL A | $79.00万 | 0.35% | 1,582 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $81.90万 | 0.36% | 6,205 | -1,000 | -13.9% | -$13.20万 | 减仓 |
| XLI | STATE STREET INDL SELECT | $82.90万 | 0.37% | 5,126 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $85.20万 | 0.38% | 16,121 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA DOW30 | $87.40万 | 0.39% | 16,800 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $87.50万 | 0.39% | 1,850 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $87.80万 | 0.39% | 7,584 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $88.70万 | 0.39% | 15,381 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC NEW EUR | $93.40万 | 0.42% | 1,883 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $99.30万 | 0.44% | 2,768 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $100.50万 | 0.45% | 6,829 | 0 | 0.0% | — | 不变 |
| USD | ULTRA SEMICONDUCTOR | $100.60万 | 0.45% | 20,980 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $103.20万 | 0.46% | 23,382 | -200 | -0.8% | -$8,827 | 减仓 |
| XLK | STATE STREET TECHNOLOGY | $104.10万 | 0.46% | 7,830 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS INC | $108.70万 | 0.48% | 14,006 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $111.00万 | 0.49% | 3,117 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HOLDINGS INC | $113.80万 | 0.51% | 1,620 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $114.90万 | 0.51% | 4,861 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $119.90万 | 0.53% | 3,409 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS MACH | $121.50万 | 0.54% | 5,014 | 0 | 0.0% | — | 不变 |
| AXP | AMER EXPRESS CO | $123.10万 | 0.55% | 4,071 | 4,071 | — | $123.10万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC | $123.50万 | 0.55% | 2,578 | 0 | 0.0% | — | 不变 |