小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
BEESE FULMER INVESTMENT MANAGEMENT, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BEESE FULMER INVESTMENT MANAGEMENT, INC.
报告期 2026-03-31 · CIK 0000911274
持仓数
435
前50大市值合计
$1.16B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 17
增持 68
减持 55
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
PYPL
PAYPAL HLDGS INC COM
-$2.3M
66,099
-1%
清仓
—
GENERAL ELECTRIC CO COM
-$1.9M
0
-100%
建仓
GE
GENERAL ELECTRIC CO COM NEW
+$1.8M
17,779
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
COST
COSTCO WHOLESALE CORPORATION
+$1.7M
30,117
+1%
增持
UPS
UNITED PARCEL SERVICE INC CL B
-$1.6M
64,975
+0%
增持
MSFT
MICROSOFT CORP COM
+$1.6M
143,473
+0%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.5M
6,130
+0%
建仓
VUSB
VANGUARD ULTRA-SHORT BOND ETF
+$1.4M
27,329
减持
MA
MASTERCARD INCORPORATED CL A
-$1.3M
70,820
-0%
减持
AAPL
APPLE INC COM
+$1.2M
360,171
-1%
减持
GOOG
ALPHABET INC CAP STK CL C
+$1.2M
7,770
-0%
减持
EW
EDWARDS LIFESCIENCES CORP COM
+$1.1M
116,945
-0%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$1.1M
22,039
+1%
增持
—
CHUBB LIMITED COM
+$894.0K
48,671
+2%
增持
—
AON PLC SHS CL A
+$853.0K
16,474
+2%
增持
JPM
JPMORGAN CHASE & CO COM
+$785.0K
81,258
+1%
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
+$756.0K
8,880
+63%
减持
DHI
D R HORTON INC COM
-$746.0K
67,424
-5%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
+$738.0K
203,610
+5%
增持
DIS
DISNEY WALT CO COM
-$728.0K
122,729
+0%
增持
UNP
UNION PAC CORP COM
-$720.0K
36,003
+2%
增持
BA
BOEING CO COM
-$687.0K
41,072
+1%
增持
COP
CONOCOPHILLIPS COM
+$686.0K
92,377
+1%
增持
BSV
VANGUARD SHORT-TERM BOND INDEX FUND
+$671.0K
12,606
+186%
增持
AMZN
AMAZON COM INC COM
-$636.0K
6,231
+2%
减持
CMI
CUMMINS INC COM
-$627.0K
32,387
-0%
减持
—
EXXON MOBIL CORP COM
-$617.0K
143,200
-0%
增持
PG
PROCTER & GAMBLE COMPANY
+$613.0K
119,672
+0%
建仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$584.0K
11,557
增持
FDX
FEDEX CORP COM
-$575.0K
7,305
+0%
增持
MCD
MCDONALDS CORP COM
+$553.0K
46,317
+1%
建仓
IWR
ISHARES RUSSELL MID-CAP ETF
+$537.0K
6,864
增持
HD
HOME DEPOT INC COM
+$530.0K
30,241
+3%
减持
LOW
LOWES COS INC COM
+$523.0K
62,034
-0%
减持
CAT
CATERPILLAR INC COM
-$515.0K
19,416
-0%
增持
CRM
SALESFORCE COM INC COM
+$505.0K
14,993
+3%
减持
META
FACEBOOK INC CL A
-$505.0K
54,072
-0%
减持
—
UNILEVER PLC SPON ADR NEW
-$473.0K
66,298
-5%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$442.0K
23,102
+36%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$440.0K
54,918
-1%
减持
INTC
INTEL CORP COM
-$440.0K
88,710
-4%
建仓
—
ENTERPRISE BANCORP INC MASS COM
+$372.0K
10,350
增持
KO
COCA COLA CO COM
-$369.0K
232,144
+0%
增持
MMM
3M COMPANY
-$366.0K
17,856
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$362.0K
46,792
-0%
建仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$348.0K
6,929
增持
PM
PHILIP MORRIS INTL INC COM
+$345.0K
69,177
+10%
减持
—
SENSATA TECHNOLOGIES HLDG PLC SHS
-$342.0K
50,073
-6%
减持
SJM
SMUCKER J M CO COM NEW
-$341.0K
24,490
-3%
减持
QCOM
QUALCOMM INC COM
-$316.0K
18,027
-2%
增持
APD
AIR PRODS & CHEMS INC COM
-$311.0K
11,712
+2%
减持
—
DISCOVERY INC COM SER C
-$304.0K
62,144
-1%
减持
T
AT&T INC COM
-$304.0K
122,846
-2%
减持
PFE
PFIZER INC COM
+$296.0K
83,066
-1%
减持
HSY
HERSHEY CO COM
-$290.0K
49,328
-1%
增持
BDX
BECTON DICKINSON & CO COM
+$279.0K
31,689
+3%
清仓
PFS
PROVIDENT FINL SVCS INC COM
-$278.0K
0
-100%
减持
TKR
TIMKEN CO COM
-$278.0K
18,159
-0%
建仓
IBB
ISHARES BIOTECHNOLOGY FUND
+$268.0K
1,655
建仓
IWM
ISHARES RUSSELL 2000 ETF
+$267.0K
1,222
减持
—
FLEETCOR TECHNOLOGIES INC COM
-$262.0K
24,253
-6%
增持
CVX
CHEVRON CORP NEW COM
-$261.0K
91,370
+0%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
-$260.0K
88,010
+1%
增持
CVS
CVS HEALTH CORP COM
+$260.0K
117,051
+1%
建仓
ADI
ANALOG DEVICES INC COM
+$245.0K
1,460
减持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$241.0K
2,545
-7%
建仓
OGN
ORGANON & CO COMMON STOCK
+$238.0K
7,246
增持
CMCSA
COMCAST CORP NEW CL A
-$236.0K
298,064
+1%
清仓
QQQ
INVESCO QQQ TRUST
-$233.0K
0
-100%
清仓
THFF
FIRST FINL CORP IND COM
-$230.0K
0
-100%
建仓
QDF
FLEXSHARES QUALITY DIVIDEND INDEX FUND
+$228.0K
4,090
建仓
AWK
AMERICAN WTR WKS CO INC NEW COM
+$226.0K
1,339
清仓
CAH
CARDINAL HEALTH INC COM
-$225.0K
0
-100%
减持
ABBV
ABBVIE INC COM
-$221.0K
42,057
-0%
建仓
USB
US BANCORP DEL COM NEW
+$220.0K
3,699
减持
DE
DEERE & CO COM
-$217.0K
10,115
-1%
建仓
ALGN
ALIGN TECHNOLOGY INC COM
+$217.0K
326
建仓
IVV
ISHARES CORE S&P 500 ETF
+$215.0K
500
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$210.0K
82,621
+2%
清仓
—
DISCOVERY INC COM SER A
-$209.0K
0
-100%
清仓
SHOP
SHOPIFY INC CL A
-$209.0K
0
-100%
清仓
—
MERIDIAN BANCORP INC MD COM
-$208.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC.
-$206.0K
82,113
-1%
建仓
HTB
HOMETRUST BANCSHARES INC COM
+$205.0K
7,330
建仓
WSBF
WATERSTONE FINL INC MD COM
+$204.0K
9,977
增持
AMGN
AMGEN INC COM
+$201.0K
3,163
+63%
清仓
BFAM
BRIGHT HORIZONS FAM SOL IN DEL COM
-$201.0K
0
-100%
增持
VUG
VANGUARD GROWTH INDEX FUND
+$199.0K
1,761
+62%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$195.0K
1,683
+72%
增持
ROP
ROPER TECHNOLOGIES INC COM
-$195.0K
10,165
+1%
增持
EMR
EMERSON ELEC CO COM
-$192.0K
100,504
+0%
清仓
—
INVESTORS BANCORP INC NEW COM
-$192.0K
0
-100%
减持
LAMR
LAMAR ADVERTISING CO NEW CL A
+$185.0K
21,622
-0%
减持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$180.0K
14,869
-0%
减持
PEP
PEPSICO, INC.
+$178.0K
86,297
-0%
增持
SHW
SHERWIN WILLIAMS CO COM
+$177.0K
12,935
+2%
减持
CSX
CSX CORP COM
-$173.0K
61,245
-1%
增持
—
LINDE PLC SHS
+$165.0K
29,794
+0%
增持
ORCL
ORACLE CORP COM
+$163.0K
6,773
+24%
减持
FITB
FIFTH THIRD BANCORP COM
+$163.0K
42,019
-1%
减持
—
TRANE TECHNOLOGIES PLC SHS
-$157.0K
11,248
-1%
增持
SYK
STRYKER CORPORATION COM
+$154.0K
37,432
+0%
增持
TJX
TJX COS INC NEW COM
-$147.0K
132,664
+0%
增持
SLB
SCHLUMBERGER LTD COM STK
-$135.0K
60,228
+0%
减持
MDLZ
MONDELEZ INTL INC CL A
-$129.0K
28,113
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$124.0K
31,285
+4%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$120.0K
20,303
+23%
减持
CIVB
CIVISTA BANCSHARES INC COM NO PAR
+$119.0K
213,424
-3%
增持
EOG
EOG RES INC COM
-$117.0K
40,882
+0%
增持
MRK
MERCK & CO INC COM
-$113.0K
87,192
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$109.0K
715
+20%
减持
—
HARBORONE BANCORP INC NEW COM NEW
-$105.0K
18,027
-28%
减持
WNEB
WESTERN NEW ENG BANCORP INC COM
-$96.0K
11,933
-51%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$95.0K
9,849
-1%
增持
F
FORD MTR CO DEL COM
+$92.0K
22,339
+48%
减持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$89.0K
15,165
-10%
增持
ADSK
AUTODESK INC COM
+$89.0K
6,051
+8%
增持
LMT
LOCKHEED MARTIN CORP COM
+$87.0K
1,281
+37%
减持
LBRDK
LIBERTY BROADBAND CORP COM SER C
-$86.0K
2,866
-14%
减持
TSCO
TRACTOR SUPPLY CO COM
+$82.0K
5,381
-1%
增持
—
MEDTRONIC PLC SHS
+$78.0K
52,851
+0%
减持
—
ROYAL DUTCH SHELL PLC SPON ADR B
+$73.0K
19,743
-4%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$71.0K
5,319
+34%
增持
GM
GENERAL MTRS CO COM
+$70.0K
11,248
+27%
增持
NEE
NEXTERA ENERGY INC COM
+$69.0K
9,487
+3%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$69.0K
926
+27%
减持
ABT
ABBOTT LABS COM
-$68.0K
94,184
-2%
减持
—
MILLICOM INTL CELLULAR S A COM STK
-$67.0K
13,861
-3%
增持
TXN
TEXAS INSTRS INC COM
+$66.0K
39,242
+1%
增持
GSST
GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF
+$65.0K
17,335
+8%
减持
—
DIEBOLD NIXDORF INC COM STK
-$64.0K
17,289
-7%
增持
ZTS
ZOETIS INC CL A
+$62.0K
5,575
+2%
增持
BAC
BK OF AMERICA CORP COM
+$53.0K
8,967
+13%
增持
—
EATON CORP PLC SHS
+$50.0K
10,961
+2%
增持
JNJ
JOHNSON & JOHNSON
-$49.0K
122,297
+2%
增持
CARR
CARRIER GLOBAL CORPORATION COM
+$49.0K
11,331
+2%
减持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
-$48.0K
8,389
-3%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$41.0K
23,842
-0%
减持
—
LIBERTY GLOBAL PLC SHS CL C
+$40.0K
22,849
-2%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$39.0K
11,603
-0%
减持
PH
PARKER-HANNIFIN CORP COM
-$38.0K
847
-6%
减持
GIS
GENERAL MLS INC COM
-$36.0K
27,103
-0%
增持
—
BROOKLINE BANCORP INC DEL COM
+$35.0K
14,600
+16%
减持
D
DOMINION ENERGY INC COM
-$35.0K
48,167
-0%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$34.0K
18,843
+21%
增持
NOW
SERVICENOW INC COM
+$33.0K
449
+0%
减持
FRCB
FIRST REP BK SAN FRANCISCO CAL COM
+$33.0K
52,460
-3%
增持
NKE
NIKE INC CL B
-$31.0K
4,845
+2%
增持
BAX
BAXTER INTL INC COM
+$31.0K
60,073
+1%
减持
FOXA
FOX CORP CL A COM
+$30.0K
23,197
-4%
