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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 28
增持 62
减持 45
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
CRM
SALESFORCE INC
-$16.6M
4,931
-93%
增持
NVDA
NVIDIA CORPORATION
+$16.4M
125,358
+328%
增持
MSFT
MICROSOFT CORP
-$15.9M
143,526
+1%
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
IBM
INTERNATIONAL BUSINESS MACHS
+$10.9M
58,114
+440%
减持
—
EXXON MOBIL CORP
+$9.6M
203,988
-51%
减持
BSX
BOSTON SCIENTIFIC CORP
-$7.4M
219,741
-1%
增持
IBDS
ISHARES TR
+$7.3M
451,426
+201%
增持
DELL
DELL TECHNOLOGIES INC
+$6.8M
176,189
+0%
减持
AAPL
APPLE INC
-$6.1M
322,470
-0%
增持
AVGO
BROADCOM INC
-$6.0M
168,300
+0%
减持
COP
CONOCOPHILLIPS
-$5.5M
31,760
-69%
减持
MA
MASTERCARD INCORPORATED
-$5.1M
66,354
-1%
减持
CVX
CHEVRON CORPORATION
+$5.1M
98,282
-2%
减持
GOOG
ALPHABET INC
-$4.9M
122,251
-4%
减持
JNJ
JOHNSON & JOHNSON
+$4.4M
135,684
-2%
减持
GOOGL
ALPHABET INC
-$4.4M
152,207
-1%
减持
COST
COSTCO WHOLESALE CORPORATION
+$4.2M
31,391
-50%
增持
MU
MICRON TECHNOLOGY INC
+$4.1M
55,452
+8%
减持
KLAC
KLA CORP
+$3.9M
17,370
-3%
增持
AMZN
AMAZON COM INC
-$3.5M
189,164
+2%
建仓
LITE
LUMENTUM HLDGS INC
+$2.9M
4,079
减持
DIS
DISNEY WALT CO
-$2.7M
133,053
-51%
减持
META
META PLATFORMS INC
-$2.6M
37,125
-49%
增持
JPM
JPMORGAN CHASE & CO
-$2.6M
94,406
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.5M
60,497
-3%
增持
ABT
ABBOTT LABORATORIES
-$2.5M
109,698
+0%
增持
—
LINDE PLC
+$2.2M
31,662
+0%
减持
AXP
AMERICAN EXPRESS CO
-$2.2M
9,730
-30%
清仓
APP
APPLOVIN CORP COM CL A
-$2.2M
0
-100%
减持
CAT
CATERPILLAR INC
+$2.1M
16,237
-1%
减持
EOG
EOG RES INC
+$2.0M
56,077
-4%
减持
—
EATON CORP PLC
+$2.0M
51,862
-0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.9M
243,719
+11%
增持
TJX
TJX COS INC NEW
+$1.6M
179,562
+2%
建仓
USHY
ISHARES TR
+$1.6M
42,957
减持
CW
CURTISS WRIGHT CORP
+$1.4M
13,394
-4%
减持
RTX
RTX CORPORATION
+$1.4M
176,077
-1%
增持
IBDT
ISHARES TR
+$1.3M
198,024
+37%
增持
GEV
GE VERNOVA INC
+$1.3M
4,848
+7%
增持
TDG
TRANSDIGM GROUP INC
-$1.3M
9,162
+3%
增持
NFLX
NETFLIX INC.
+$1.2M
213,433
+4%
减持
NOC
NORTHROP GRUMMAN CORP
+$1.1M
10,546
-1%
减持
CMI
CUMMINS INC
+$1.1M
43,913
-0%
减持
KO
COCA COLA CO
+$1.1M
171,373
-1%
增持
WMT
WALMART INC
+$1.0M
39,749
+13%
增持
ANET
ARISTA NETWORKS INC
-$1.0M
151,650
+1%
减持
—
CHUBB LTD SWITZ
+$1.0M
61,068
-50%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.0M
7
-13%
增持
DE
DEERE & CO
+$981.8K
9,445
+1%
减持
HSY
HERSHEY CO
+$946.7K
36,911
-50%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$863.7K
13,438
-4%
减持
AXON
AXON ENTERPRISE INC
-$841.9K
4,157
-9%
增持
IVW
ISHARES TR
-$813.0K
119,028
+3%
减持
QCOM
QUALCOMM INC
-$807.1K
17,887
-2%
增持
FCX
FREEPORT MCMORAN INC
+$793.4K
82,765
+3%
减持
ABBV
ABBVIE INC
-$787.2K
35,215
-5%
增持
FDX
FEDEX CORP
+$766.9K
9,399
+5%
增持
MPC
MARATHON PETE CORP
+$741.4K
7,376
+13%
建仓
VRT
VERTIV HOLDINGS CO
+$683.1K
2,726
增持
SYK
STRYKER CORPORATION
-$681.2K
46,937
+3%
清仓
TEAM
ATLASSIAN CORPORATION CL A
-$661.2K
0
-100%
增持
EW
EDWARDS LIFESCIENCES CORP
-$659.4K
160,839
+1%
减持
PM
PHILIP MORRIS INTL INC
+$652.0K
118,104
-50%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$630.7K
26,810
+14%
增持
UNP
UNION PAC CORP
+$615.8K
48,401
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$607.8K
17,890
+210%
增持
IWR
ISHARES TR
+$603.3K
14,334
+75%
增持
IJR
ISHARES TR
+$596.3K
59,175
+5%
减持
EMR
EMERSON ELEC CO
-$595.8K
19,580
-18%
增持
VZ
VERIZON COMMUNICATIONS INC
+$581.6K
35,439
+21%
建仓
SPGI
S&P GLOBAL INC
+$573.8K
1,349
减持
HBAN
HUNTINGTON BANCSHARES INC
-$557.4K
273,681
-51%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$548.1K
40,897
+14%
减持
LOW
LOWES COS INC
-$544.8K
37,360
-4%
增持
FIX
COMFORT SYS USA INC
+$539.7K
811
+31%
建仓
TER
TERADYNE INC
+$537.8K
1,814
增持
PH
PARKER-HANNIFIN CORP
+$534.1K
1,115
+112%
增持
GS
GOLDMAN SACHS GROUP INC
-$527.2K
25,862
+1%
增持
IJH
ISHARES TR
+$523.0K
91,626
+7%
减持
PSX
PHILLIPS 66
+$515.1K
9,963
-1%
建仓
COIN
COINBASE GLOBAL INC
+$513.5K
2,941
增持
IVE
ISHARES TR
+$495.2K
67,702
+4%
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$495.0K
10,215
+3%
清仓
PYPL
PAYPAL HLDGS INC COM
-$489.9K
0
-100%
清仓
RBLX
ROBLOX CORP CL A
-$481.2K
0
-100%
增持
BIIB
BIOGEN INC
+$480.7K
4,803
+111%
建仓
IBHH
ISHARES TR
+$476.3K
20,296
减持
WFC
WELLS FARGO & CO
-$473.2K
19,360
-10%
增持
HD
HOME DEPOT INC
-$464.2K
32,842
+0%
建仓
PWR
QUANTA SVCS INC
+$459.0K
836
减持
KMPR
KEMPER CORP
-$457.9K
29,150
-12%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$454.1K
2,618
建仓
DOW
DOW HLDGS INC
+$450.5K
10,816
建仓
COHR
COHERENT CORP
+$446.6K
1,875
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$436.7K
8,307
-3%
清仓
LVS
LAS VEGAS SANDS CORP COM
-$421.4K
0
-100%
增持
—
JOHNSON CONTROLS INTERNATION
+$418.2K
11,804
+25%
清仓
GILD
GILEAD SCIENCES INC COM
-$417.0K
0
-100%
减持
COF
CAPITAL ONE FINL CORP
-$415.8K
3,933
-16%
建仓
ALAB
ASTERA LABS INC
+$412.9K
3,767
清仓
HPQ
HP INC COM
-$411.9K
0
-100%
增持
IBDV
ISHARES TR
+$406.8K
129,102
+18%
增持
BKNG
BOOKING HOLDINGS INC
+$406.3K
183
+169%
增持
WDC
WESTERN DIGITAL CORP
+$404.9K
2,744
+40%
减持
MKL
MARKEL GROUP INC
-$387.2K
1,443
-2%
建仓
UBER
UBER TECHNOLOGIES INC
+$379.4K
5,275
增持
PCG
PG&E CORP
+$377.2K
57,838
+46%
建仓
MAR
MARRIOTT INTL INC NEW
+$376.5K
1,151
增持
—
TECHNIPFMC PLC
+$376.2K
11,015
+27%
建仓
FIVE
FIVE BELOW INC
+$375.9K
1,645
增持
LLY
ELI LILLY & CO
-$375.2K
6,047
+9%
增持
IBDU
ISHARES TR
+$374.8K
140,301
+14%
减持
TDY
TELEDYNE TECHNOLOGIES INC
+$372.7K
5,795
-6%
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$372.7K
7,531
清仓
—
MEDTRONIC PLC SHS
-$372.0K
0
-100%
建仓
AA
ALCOA CORP
+$371.6K
5,602
增持
ROK
ROCKWELL AUTOMATION INC
-$371.2K
13,265
+1%
建仓
COR
CENCORA INC
+$370.4K
1,179
建仓
CVNA
CARVANA CO
+$369.4K
1,175
增持
LMT
LOCKHEED MARTIN CORP
+$367.6K
2,344
+8%
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC COM
-$353.1K
0
-100%
建仓
TRV
TRAVELERS COMPANIES INC
+$352.9K
1,210
建仓
KKR
KKR & CO INC
+$351.7K
3,802
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$350.3K
1,152
建仓
CNQ
CANADIAN NAT RES LTD MED TER
+$349.6K
7,110
清仓
HUBS
HUBSPOT INC COM
-$348.3K
0
-100%
建仓
VDE
VANGUARD WORLD FD
+$346.1K
2,000
增持
—
AON PLC
-$343.1K
31,236
+6%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$342.9K
553
-48%
清仓
MTB
M & T BK CORP COM
-$340.9K
0
-100%
减持
SLB
SLB LIMITED
+$339.5K
37,393
-9%
增持
DHR
DANAHER CORP DEL
+$338.3K
3,988
+119%
建仓
CME
CME GROUP INC
+$337.0K
1,141
增持
PG
PROCTER & GAMBLE CO
+$329.6K
123,666
+1%
增持
TKR
TIMKEN CO
+$326.0K
18,318
+2%
增持
EIX
EDISON INTL
+$325.8K
11,662
+33%
增持
DHI
D R HORTON INC
-$324.5K
68,227
+1%
增持
IWM
ISHARES TR
+$321.6K
3,118
+70%
增持
VTV
VANGUARD INDEX FDS
+$320.5K
8,704
+20%
减持
VV
VANGUARD INDEX FDS
-$318.1K
1,162
-45%
清仓
BX
BLACKSTONE INC COM
-$317.7K
0
-100%
清仓
SBUX
STARBUCKS CORP COM
-$317.1K
0
-100%
清仓
CMA
COMERICA INC COM
-$317.1K
0
-100%
增持
IEFA
ISHARES TR
+$314.9K
42,361
+8%
清仓
WING
WINGSTOP INC COM
-$312.2K
0
-100%
建仓
TSN
TYSON FOODS INC
+$310.5K
4,847
增持
—
TRANE TECHNOLOGIES PLC
+$309.1K
9,664
+1%
增持
PFE
PFIZER INC
+$309.0K
93,787
+0%
建仓
SNX
TD SYNNEX CORPORATION
+$308.1K
1,826
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$306.2K
1,102
