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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $1,189.30万 | 4.85% | 59,436 | 100 | 0.2% | $2.00万 | 加仓 |
| AAPL | APPLE INC | $857.50万 | 3.49% | 29,632 | -175 | -0.6% | -$5.06万 | 减仓 |
| TD | TORONTO DOMINION BK NEW | $855.50万 | 3.49% | 70,456 | 9,161 | 14.9% | $111.24万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $710.40万 | 2.89% | 21,704 | 143 | 0.7% | $4.68万 | 加仓 |
| LLY | LILLY ELI & CO | $702.40万 | 2.86% | 5,856 | -30 | -0.5% | -$3.60万 | 减仓 |
| AMZN | AMAZON.COM INC | $636.90万 | 2.59% | 26,722 | -100 | -0.4% | -$2.38万 | 减仓 |
| CAT | CATERPILLAR INC | $619.20万 | 2.52% | 5,815 | 82 | 1.4% | $8.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $598.70万 | 2.44% | 16,049 | -330 | -2.0% | -$12.31万 | 减仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $546.10万 | 2.22% | 59,300 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CL A | $545.40万 | 2.22% | 15,262 | -200 | -1.3% | -$7.15万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $543.10万 | 2.21% | 21,384 | 6 | 0.0% | $1,524 | 加仓 |
| META | META PLATFORMS INC CL A | $533.00万 | 2.17% | 9,462 | -50 | -0.5% | -$2.82万 | 减仓 |
| — | EXXON MOBIL CORP COM | $507.80万 | 2.07% | 37,141 | -4,780 | -11.4% | -$65.35万 | 减仓 |
| QQQ | INVESCO QQQ TRUST ETF | $487.10万 | 1.98% | 6,615 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $461.70万 | 1.88% | 81,020 | -175 | -0.2% | -$9,973 | 减仓 |
| APH | AMPHENOL CORP NEW CL A | $414.40万 | 1.69% | 23,500 | -100 | -0.4% | -$1.76万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $409.10万 | 1.67% | 27,896 | 16 | 0.1% | $2,346 | 加仓 |
| DE | DEERE AND CO | $402.90万 | 1.64% | 6,352 | 136 | 2.2% | $8.63万 | 加仓 |
| ABBV | ABBVIE INC COM | $391.10万 | 1.59% | 15,542 | 5,176 | 49.9% | $130.25万 | 加仓 |
| RTX | RTX CORP | $369.70万 | 1.51% | 19,487 | 279 | 1.5% | $5.29万 | 加仓 |
| GE | GE AEROSPACE | $350.10万 | 1.43% | 9,368 | -37 | -0.4% | -$1.38万 | 减仓 |
| CVX | CHEVRON CORP | $343.80万 | 1.40% | 20,743 | -874 | -4.0% | -$14.49万 | 减仓 |
| PEP | PEPSICO INC | $342.70万 | 1.40% | 25,308 | -108 | -0.4% | -$1.46万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $337.30万 | 1.37% | 3,606 | -25 | -0.7% | -$2.34万 | 减仓 |
| HD | HOME DEPOT INC | $319.60万 | 1.30% | 9,063 | 75 | 0.8% | $2.64万 | 加仓 |
| INTC | INTEL CORP | $314.10万 | 1.28% | 22,494 | -888 | -3.8% | -$12.40万 | 减仓 |
| STT | STATE STREET CORP | $301.40万 | 1.23% | 17,770 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC | $300.40万 | 1.22% | 5,991 | -872 | -12.7% | -$43.72万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 | $296.00万 | 1.21% | 23,840 | -144 | -0.6% | -$1.79万 | 减仓 |
| MRK | MERCK & CO INC COM | $277.40万 | 1.13% | 21,587 | -100 | -0.5% | -$1.29万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $229.80万 | 0.94% | 12,700 | -4,350 | -25.5% | -$78.71万 | 减仓 |
| DIS | WALT DISNEY CO (HOLDING | $225.80万 | 0.92% | 23,455 | -50 | -0.2% | -$4,813 | 减仓 |
| SPY | STATE STREET SPDR S&P | $220.70万 | 0.90% | 2,955 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $206.50万 | 0.84% | 18,232 | -175 | -1.0% | -$1.98万 | 减仓 |
| USD | ULTRA SEMICONDUCTOR | $203.10万 | 0.83% | 19,480 | -1,500 | -7.1% | -$15.64万 | 减仓 |
| MMM | 3M CO | $188.50万 | 0.77% | 11,642 | 167 | 1.5% | $2.70万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $187.70万 | 0.76% | 3,686 | 0 | 0.0% | — | 不变 |
| BA | BOEING COMPANY | $185.80万 | 0.76% | 8,584 | 300 | 3.6% | $6.49万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $183.40万 | 0.75% | 20,901 | 1,336 | 6.8% | $11.72万 | 加仓 |
| V | VISA INC CL A | $178.90万 | 0.73% | 5,214 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $177.00万 | 0.72% | 1,750 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL | $173.60万 | 0.71% | 8,159 | -15 | -0.2% | -$3,192 | 减仓 |
| TSLA | TESLA INC | $173.30万 | 0.71% | 4,120 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS INC | $164.50万 | 0.67% | 14,006 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $161.60万 | 0.66% | 19,881 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC | $149.80万 | 0.61% | 2 | -4 | -66.7% | -$299.60万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY | $149.20万 | 0.61% | 7,830 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $148.90万 | 0.61% | 35,173 | 85 | 0.2% | $3,598 | 加仓 |
| IBM | INTL BUSINESS MACH | $140.40万 | 0.57% | 4,994 | -20 | -0.4% | -$5,623 | 减仓 |
| NVS | NOVARTIS AG SPON ADR | $139.10万 | 0.57% | 8,873 | 0 | 0.0% | — | 不变 |
| AXP | AMER EXPRESS CO | $137.70万 | 0.56% | 4,071 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $137.00万 | 0.56% | 2,768 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HOLDINGS INC | $136.90万 | 0.56% | 1,595 | -25 | -1.5% | -$2.15万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $134.70万 | 0.55% | 23,369 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $128.60万 | 0.52% | 4,757 | 33 | 0.7% | $8,921 | 加仓 |
| AMGN | AMGEN INC | $123.40万 | 0.50% | 3,409 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $116.40万 | 0.47% | 5,198 | -7,605 | -59.4% | -$170.30万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC | $115.20万 | 0.47% | 2,303 | -275 | -10.7% | -$13.76万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $114.90万 | 0.47% | 5,198 | 5,198 | — | $114.90万 | 新建仓 |
| PFE | PFIZER INC | $111.80万 | 0.46% | 46,415 | -150 | -0.3% | -$3,613 | 减仓 |
| — | PROSHARES ULTRA DOW30 | $110.10万 | 0.45% | 16,800 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $106.60万 | 0.43% | 4,836 | -25 | -0.5% | -$5,511 | 减仓 |
| T | AT&T INC | $98.00万 | 0.40% | 47,352 | 1,044 | 2.3% | $2.16万 | 加仓 |
| ORCL | ORACLE CORP | $97.90万 | 0.40% | 6,679 | -150 | -2.2% | -$2.20万 | 减仓 |
| LIN | LINDE PLC NEW EUR | $97.70万 | 0.40% | 1,883 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $96.00万 | 0.39% | 3,067 | -50 | -1.6% | -$1.57万 | 减仓 |
| XLI | STATE STREET INDL SELECT | $94.90万 | 0.39% | 5,126 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $93.10万 | 0.38% | 3,099 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $91.20万 | 0.37% | 2,114 | -29 | -1.4% | -$1.25万 | 减仓 |
| GOOG | ALPHABET INC CL C | $90.70万 | 0.37% | 2,567 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $89.40万 | 0.36% | 1,755 | -1,398 | -44.3% | -$71.21万 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $82.80万 | 0.34% | 7,088 | -496 | -6.5% | -$5.79万 | 减仓 |
| WFC | WELLS FARGO & CO NEW | $81.40万 | 0.33% | 9,850 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC CL A | $81.30万 | 0.33% | 1,582 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES EXPANDED | $81.00万 | 0.33% | 4,950 | 0 | 0.0% | — | 不变 |
| UFPT | UFP TECHNOLOGIES INC | $78.20万 | 0.32% | 2,950 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $76.10万 | 0.31% | 7,360 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $75.00万 | 0.31% | 3,150 | -24 | -0.8% | -$5,714 | 减仓 |
| RS | RELIANCE INC | $74.70万 | 0.30% | 2,000 | 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 |
| HCA | HCA HEALTHCARE INC | $72.10万 | 0.29% | 1,850 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TRUST NASDAQ 100 | $72.00万 | 0.29% | 2,150 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $69.70万 | 0.28% | 16,971 | 850 | 5.3% | $3.49万 | 加仓 |
| CI | CIGNA GROUP COM | $65.30万 | 0.27% | 2,368 | -62 | -2.6% | -$1.71万 | 减仓 |
| PWR | QUANTA SERVICES INC | $64.80万 | 0.26% | 900 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $64.20万 | 0.26% | 6,180 | -25 | -0.4% | -$2,597 | 减仓 |
| NDAQ | NASDAQ INC | $61.50万 | 0.25% | 7,800 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $60.60万 | 0.25% | 7,247 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE | $59.20万 | 0.24% | 3,729 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $59.10万 | 0.24% | 1,880 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $57.90万 | 0.24% | 1,359 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $55.50万 | 0.23% | 3,966 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $55.20万 | 0.22% | 4,100 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC CO | $55.00万 | 0.22% | 3,845 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $51.90万 | 0.21% | 5,225 | 100 | 2.0% | $9,933 | 加仓 |
| ADBE | ADOBE SYS INC COM | $51.30万 | 0.21% | 2,504 | -150 | -5.7% | -$3.07万 | 减仓 |
| PH | PARKER HANNIFIN CORP | $50.70万 | 0.21% | 518 | 167 | 47.6% | $16.35万 | 加仓 |
| WAT | WATERS CORP | $49.90万 | 0.20% | 1,331 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $49.20万 | 0.20% | 1,652 | 1,652 | — | $49.20万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $49.10万 | 0.20% | 2,436 | 0 | 0.0% | — | 不变 |