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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| DUK | DUKE ENERGY CORP NEW | $41.50万 | 0.18% | 3,171 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINANCIAL INC | $40.40万 | 0.18% | 910 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $39.60万 | 0.18% | 1,331 | 31 | 2.4% | $9,223 | 加仓 |
| AEP | AMER ELECTRIC POWER CO | $37.90万 | 0.17% | 2,891 | -43 | -1.5% | -$5,637 | 减仓 |
| ALL | ALLSTATE CORP | $35.80万 | 0.16% | 3,174 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $35.20万 | 0.16% | 2,143 | 0 | 0.0% | — | 不变 |
| YUM | YUM! BRANDS INC | $34.50万 | 0.15% | 2,219 | 0 | 0.0% | — | 不变 |
| APD | AIR PROD & CHEMICAL INC | $34.00万 | 0.15% | 1,169 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TRUST VALUE LINE | $33.90万 | 0.15% | 7,199 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MOTORS CO | $33.40万 | 0.15% | 4,480 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY CLARK CORP | $33.30万 | 0.15% | 3,456 | -50 | -1.4% | -$4,818 | 减仓 |
| XLE | STATE STREET ENERGY | $33.00万 | 0.15% | 5,390 | -100 | -1.8% | -$6,122 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $32.60万 | 0.15% | 11,346 | 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 |
| PH | PARKER HANNIFIN CORP | $31.40万 | 0.14% | 351 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MIDCAP | $30.60万 | 0.14% | 4,530 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $30.40万 | 0.14% | 1,800 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $30.30万 | 0.13% | 10,000 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVID | $29.90万 | 0.13% | 1,389 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $28.80万 | 0.13% | 1,384 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $28.10万 | 0.13% | 3,357 | 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 |
| TXN | TEXAS INSTRUMENTS | $26.30万 | 0.12% | 1,355 | 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 |
| 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 |
| GNRC | GENERAC HLDGS INC | $25.40万 | 0.11% | 1,300 | -1,925 | -59.7% | -$37.61万 | 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 |
| CL | COLGATE PALMOLIVE CO | $24.90万 | 0.11% | 2,919 | -100 | -3.3% | -$8,530 | 减仓 |
| ADI | ANALOG DEVICES INC | $24.40万 | 0.11% | 767 | 0 | 0.0% | — | 不变 |
| GIS | GENL MILLS INC | $24.30万 | 0.11% | 6,538 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALLCAP 600 | $23.70万 | 0.11% | 1,640 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO WATER RESOURCES | $23.60万 | 0.11% | 3,530 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $23.10万 | 0.10% | 1,095 | 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 |
| PEG | PUBLIC SERVICE ENTERPRSE | $22.60万 | 0.10% | 2,792 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY | $22.40万 | 0.10% | 8,140 | -3,000 | -26.9% | -$8.26万 | 减仓 |
| VMC | VULCAN MATLS CO COM | $22.10万 | 0.10% | 812 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $21.80万 | 0.10% | 1,367 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $20.50万 | 0.09% | 600 | 600 | — | $20.50万 | 新建仓 |
| VOO | VANGUARD S&P 500 ETF | $20.30万 | 0.09% | 340 | 0 | 0.0% | — | 不变 |
| 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 |