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BECKER CAPITAL MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BECKER CAPITAL MANAGEMENT INC
报告期 2026-03-31 · CIK 0000799004
持仓数
298
前50大市值合计
$2.51B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 22
增持 63
减持 59
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$23.8M
732,837
+2%
增持
MSFT
MICROSOFT CORP
+$21.8M
397,617
+1%
建仓
MOH
MOLINA HEALTHCARE INC
+$11.3M
37,455
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
AMZN
AMAZON COM INC
+$9.7M
247,208
+13%
增持
JPM
JPMORGAN CHASE & CO
+$7.2M
401,266
+2%
减持
MCK
MCKESSON CORP
+$6.7M
106,781
-2%
增持
ALK
ALASKA AIR GROUP INC
+$6.3M
438,438
+8%
减持
VUG
VANGUARD INDEX FDS
+$6.0M
190,164
-1%
增持
PHG
KONINKLIJKE PHILIPS N V
+$6.0M
1,358,608
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$6.0M
99,386
+7%
减持
TSN
TYSON FOODS INC
-$5.8M
67,835
-57%
减持
EMBJ
EMBRAER S.A.
-$5.3M
3,183,421
-4%
减持
USB
US BANCORP DEL
-$5.0M
642,796
-12%
减持
CNC
CENTENE CORP DEL
-$4.9M
5,636
-93%
减持
—
U S XPRESS ENTERPRISES INC
-$4.9M
47,199
-95%
减持
GOOGL
ALPHABET INC
+$4.8M
321,715
-1%
减持
BROS
DUTCH BROS INC
-$4.6M
27,419
-84%
增持
CIEN
CIENA CORP
-$4.5M
471,107
+1%
减持
CAT
CATERPILLAR INC
-$4.3M
9,614
-67%
减持
VTI
VANGUARD INDEX FDS
+$4.1M
263,750
-0%
建仓
XVV
ISHARES TR
+$4.1M
120,629
增持
SCHW
SCHWAB CHARLES CORP
+$4.1M
791,902
+2%
增持
—
FLEX LTD
+$4.0M
727,806
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.9M
68,031
+9%
增持
WMT
WALMART INC
+$3.9M
283,917
+3%
增持
—
EXXON MOBIL CORP
+$3.9M
83,415
+81%
减持
SHEL
SHELL PLC
-$3.8M
235,756
-25%
减持
AMGN
AMGEN INC
-$3.8M
106,363
-6%
增持
JNJ
JOHNSON & JOHNSON
+$3.4M
256,064
+2%
减持
O
REALTY INCOME CORP
-$3.4M
198,685
-17%
增持
—
MEDTRONIC PLC
+$3.2M
387,888
+1%
增持
AVGO
BROADCOM INC
+$3.2M
4,243
+456%
减持
BLKB
BLACKBAUD INC
-$3.1M
317,100
-15%
增持
WBD
WARNER BROS DISCOVERY INC
-$3.0M
1,394,462
+3%
减持
F
FORD MTR CO DEL
+$2.9M
1,395,708
-3%
减持
META
META PLATFORMS INC
-$2.6M
12,442
-57%
增持
EFA
ISHARES TR
+$2.6M
299,171
+12%
减持
MRK
MERCK & CO INC
+$2.6M
348,147
-1%
增持
GOOG
ALPHABET INC
+$2.3M
38,688
+68%
减持
IP
INTERNATIONAL PAPER CO
-$2.1M
391,092
-3%
减持
CVX
CHEVRON CORP NEW
-$2.1M
233,911
-2%
增持
COST
COSTCO WHSL CORP NEW
+$2.1M
25,837
+9%
减持
IJR
ISHARES TR
-$2.1M
458,563
-7%
减持
SNY
SANOFI
-$2.0M
544,756
-6%
增持
MEOH
METHANEX CORP
-$2.0M
539,502
+3%
增持
V
VISA INC
+$2.0M
63,407
+9%
增持
SO
SOUTHERN CO
+$1.9M
161,279
+19%
增持
COLM
COLUMBIA SPORTSWEAR CO
-$1.8M
176,766
+3%
减持
—
EATON CORP PLC
+$1.8M
63,907
-1%
增持
—
BLACKROCK INC
+$1.7M
55,997
+1%
减持
GD
GENERAL DYNAMICS CORP
-$1.7M
99,115
-2%
增持
—
ACCENTURE PLC IRELAND
+$1.6M
65,318
+1%
增持
QCOM
QUALCOMM INC
-$1.6M
284,765
+2%
减持
CARR
CARRIER GLOBAL CORPORATION
+$1.6M
442,154
-1%
减持
HD
HOME DEPOT INC
+$1.6M
107,552
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.5M
837,287
+10%
清仓
TBF
PROSHARES TR
-$1.5M
0
-100%
增持
—
TE CONNECTIVITY LTD
+$1.5M
150,197
+1%
减持
GS
GOLDMAN SACHS GROUP INC
-$1.3M
109,769
-2%
建仓
ESGV
VANGUARD WORLD FD
+$1.3M
17,146
减持
BKR
BAKER HUGHES COMPANY
+$1.3M
762,922
-3%
减持
SAP
SAP SE
+$1.3M
220,841
-3%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$1.2M
15,285
增持
DIS
DISNEY WALT CO
-$1.2M
253,919
+6%
清仓
—
CANADIAN PAC RY LTD
-$1.2M
0
-100%
增持
NEM
NEWMONT CORP
-$1.2M
616,349
+10%
建仓
IGSB
ISHARES TR
+$1.0M
20,918
增持
BDX
BECTON DICKINSON & CO
+$1.0M
51,471
+2%
减持
CRM
SALESFORCE INC
+$1.0M
154,780
-2%
增持
ECL
ECOLAB INC
+$1.0M
45,272
+1%
增持
PFE
PFIZER INC
-$995.0K
957,755
+8%
减持
DGX
QUEST DIAGNOSTICS INC
-$975.9K
126,336
-5%
增持
MS
MORGAN STANLEY
+$974.7K
62,543
+26%
增持
NVDA
NVIDIA CORPORATION
+$961.3K
4,063
+49%
建仓
—
ASML HOLDING N V
+$949.4K
1,310
增持
EMR
EMERSON ELEC CO
+$948.8K
117,786
+6%
建仓
APH
AMPHENOL CORP NEW
+$948.2K
11,160
减持
CSCO
CISCO SYS INC
-$891.2K
830,030
-1%
增持
BX
BLACKSTONE INC
+$869.6K
107,537
+3%
减持
GILD
GILEAD SCIENCES INC
-$842.4K
28,722
-22%
增持
UNH
UNITEDHEALTH GROUP INC
+$794.2K
10,183
+17%
建仓
DE
DEERE & CO
+$751.9K
1,850
增持
SHY
ISHARES TR
+$745.0K
66,646
+18%
减持
APD
AIR PRODS & CHEMS INC
+$743.5K
77,804
-1%
减持
VNQ
VANGUARD INDEX FDS
-$719.0K
172,801
-6%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$715.5K
276,624
+3%
减持
IMAX
IMAX CORP
-$711.8K
231,231
-4%
减持
VLO
VALERO ENERGY CORP
-$708.2K
12,414
-20%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$677.7K
11,799
增持
PYPL
PAYPAL HLDGS INC
-$672.1K
398,267
+11%
增持
VOO
VANGUARD INDEX FDS
+$649.5K
7,216
+18%
建仓
LNG
CHENIERE ENERGY INC
+$624.7K
4,100
减持
VTR
VENTAS INC
-$598.4K
278,156
-12%
增持
CVS
CVS HEALTH CORP
-$580.9K
222,829
+4%
减持
LLY
LILLY ELI & CO
+$574.2K
4,636
-0%
减持
LW
LAMB WESTON HLDGS INC
+$555.2K
210,816
-7%
减持
GLD
SPDR GOLD TR
-$552.7K
3,764
-44%
清仓
XLF
SELECT SECTOR SPDR TR
-$541.0K
0
-100%
减持
ALL
ALLSTATE CORP
-$533.7K
225,507
-1%
减持
WY
WEYERHAEUSER CO MTN BE
+$519.2K
287,354
-5%
建仓
NOW
SERVICENOW INC
+$517.0K
920
增持
MDLZ
MONDELEZ INTL INC
+$508.1K
10,305
+192%
增持
FE
FIRSTENERGY CORP
-$507.7K
762,100
+1%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$505.4K
1,530
+143%
减持
—
UNILEVER PLC
-$502.5K
370,511
-3%
减持
IVV
ISHARES TR
+$490.2K
16,054
-1%
减持
COMT
ISHARES U S ETF TR
-$487.9K
9,895
-64%
减持
MMM
3M CO
-$484.0K
64,924
-2%
增持
EW
EDWARDS LIFESCIENCES CORP
+$475.9K
25,764
+9%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$463.3K
261,905
-4%
增持
NEE
NEXTERA ENERGY INC
+$441.4K
23,641
+39%
增持
ABBV
ABBVIE INC
-$441.2K
21,164
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$436.4K
1,797
+117%
增持
IEFA
ISHARES TR
+$432.1K
269,898
+1%
减持
BAC
BANK AMERICA CORP
-$412.6K
439,127
-3%
增持
HON
HONEYWELL INTL INC
+$411.0K
9,867
+15%
减持
ESML
ISHARES TR
-$401.5K
65,301
-18%
减持
—
ASTRAZENECA PLC
+$398.9K
395,300
-2%
减持
PEP
PEPSICO INC
-$351.2K
11,264
-16%
增持
NKE
NIKE INC
+$343.6K
24,243
+27%
增持
PANW
PALO ALTO NETWORKS INC
+$331.8K
2,497
+63%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$328.8K
4,351
减持
DOC
HEALTHPEAK PROPERTIES INC
-$323.4K
28,706
-30%
减持
—
AVANGRID INC
-$321.1K
98,265
-3%
增持
KMI
KINDER MORGAN INC DEL
+$318.7K
1,212,047
+3%
建仓
NFRA
FLEXSHARES TR
+$315.3K
6,022
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$311.7K
9,080
+4%
增持
KR
KROGER CO
+$303.8K
313,879
+7%
减持
PG
PROCTER AND GAMBLE CO
+$301.6K
220,972
-1%
建仓
COP
CONOCOPHILLIPS
+$285.8K
2,743
增持
EWU
ISHARES TR
+$284.1K
114,980
+8%
增持
SYK
STRYKER CORPORATION
+$282.7K
4,867
+16%
建仓
CI
THE CIGNA GROUP
+$282.0K
1,005
建仓
NVO
NOVO-NORDISK A S
+$253.4K
1,566
减持
IWM
ISHARES TR
+$249.2K
33,128
-1%
增持
QQQ
INVESCO QQQ TR
+$245.8K
4,124
+4%
建仓
BND
VANGUARD BD INDEX FDS
+$237.0K
3,261
建仓
MO
ALTRIA GROUP INC
+$233.5K
5,068
减持
MRSH
MARSH & MCLENNAN COS INC
+$227.5K
20,003
-6%
减持
MGA
MAGNA INTL INC
-$223.4K
183,075
-7%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$221.9K
0
-100%
建仓
NFLX
NETFLIX INC
+$220.2K
500
建仓
BAX
BAXTER INTL INC
+$207.5K
4,526
增持
TGT
TARGET CORP
-$205.9K
8,559
+6%
减持
AGG
ISHARES TR
-$205.3K
19,349
-8%
建仓
ITW
ILLINOIS TOOL WKS INC
+$204.6K
814
增持
SBUX
STARBUCKS CORP
-$204.1K
149,886
+4%
建仓
SHW
SHERWIN WILLIAMS CO
+$203.9K
768
清仓
APA
APA CORPORATION
-$202.9K
0
-100%
清仓
SCHM
SCHWAB STRATEGIC TR
-$202.2K
0
-100%
