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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 8
增持 55
减持 81
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$21.4M
388,909
-2%
增持
DEO
DIAGEO PLC
+$18.3M
128,373
+4934%
增持
VUG
VANGUARD INDEX FDS
+$15.7M
218,443
+14%
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。
减持
ALK
ALASKA AIR GROUP INC
-$15.4M
50,858
-89%
减持
EMBJ
EMBRAER S.A.
+$13.3M
3,068,023
-3%
增持
IJR
ISHARES TR
+$11.9M
521,524
+11%
增持
SCHW
SCHWAB CHARLES CORP
+$11.4M
794,421
+1%
减持
AAPL
APPLE INC
+$10.8M
703,362
-3%
减持
—
UNILEVER PLC
-$10.8M
157,007
-58%
减持
JPM
JPMORGAN CHASE & CO
+$9.8M
400,971
-1%
减持
QCOM
QUALCOMM INC
+$9.7M
296,934
-1%
减持
—
BLACKROCK INC
+$8.7M
54,370
-1%
减持
CRM
SALESFORCE INC
+$8.6M
150,219
-1%
增持
AMZN
AMAZON COM INC
+$7.5M
255,227
+4%
增持
RTX
RTX CORPORATION
+$6.5M
403,364
+6%
增持
EFA
ISHARES TR
+$6.4M
362,852
+19%
减持
ALL
ALLSTATE CORP
+$6.3M
224,178
-0%
减持
GS
GOLDMAN SACHS GROUP INC
+$6.2M
106,372
-1%
减持
VTI
VANGUARD INDEX FDS
+$5.9M
272,476
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$5.5M
102,117
+1%
增持
SYY
SYSCO CORP
+$5.5M
500,272
+6%
增持
PHG
KONINKLIJKE PHILIPS N V
+$5.0M
1,434,896
+1%
减持
USB
US BANCORP DEL
+$4.8M
582,670
-6%
增持
IEMG
ISHARES INC
+$4.5M
843,465
+5%
减持
HD
HOME DEPOT INC
+$4.5M
106,842
-1%
增持
VNQ
VANGUARD INDEX FDS
+$4.3M
201,999
+14%
增持
GLD
SPDR GOLD TR
+$3.9M
23,727
+545%
增持
CVX
CHEVRON CORP NEW
-$3.9M
236,700
+2%
减持
PYPL
PAYPAL HLDGS INC
-$3.8M
296,275
-21%
减持
SAP
SAP SE
+$3.8M
207,327
-5%
减持
BKR
BAKER HUGHES COMPANY
-$3.7M
670,635
-11%
减持
VZ
VERIZON COMMUNICATIONS INC
+$3.4M
855,635
-4%
减持
IP
INTERNATIONAL PAPER CO
-$3.3M
248,224
-28%
增持
DIS
DISNEY WALT CO
+$3.1M
243,567
+4%
增持
NEM
NEWMONT CORP
+$3.1M
603,078
+2%
增持
IVV
ISHARES TR
+$3.0M
21,550
+28%
减持
GD
GENERAL DYNAMICS CORP
+$2.9M
90,202
-3%
减持
—
ACCENTURE PLC IRELAND
+$2.8M
64,963
-0%
减持
CSCO
CISCO SYS INC
-$2.8M
809,884
-0%
增持
APD
AIR PRODS & CHEMS INC
+$2.7M
90,049
+16%
减持
COST
COSTCO WHSL CORP NEW
+$2.6M
25,199
-1%
增持
SO
SOUTHERN CO
+$2.5M
185,060
+14%
减持
QQQ
INVESCO QQQ TR
-$2.4M
6,258
-55%
减持
GOOGL
ALPHABET INC
+$2.4M
315,563
-1%
减持
TSN
TYSON FOODS INC
-$2.4M
34,340
-59%
减持
MCK
MCKESSON CORP
+$2.2M
102,134
-2%
增持
PFE
PFIZER INC
-$2.2M
981,468
+7%
减持
BX
BLACKSTONE INC
+$2.1M
101,518
-3%
减持
—
FLEX LTD
+$2.1M
706,017
-2%
减持
BAC
BANK AMERICA CORP
+$2.1M
403,001
-4%
增持
IEFA
ISHARES TR
+$2.1M
273,765
+2%
增持
XVV
ISHARES TR
+$2.0M
224,194
+19%
增持
V
VISA INC
+$2.0M
63,311
+0%
增持
FE
FIRSTENERGY CORP
+$1.9M
760,801
+0%
增持
—
EATON CORP PLC
+$1.9M
59,860
+2%
减持
—
TE CONNECTIVITY LTD
+$1.9M
142,179
-3%
增持
O
REALTY INCOME CORP
+$1.9M
232,788
+1%
减持
DGX
QUEST DIAGNOSTICS INC
+$1.9M
125,104
-1%
增持
—
HOLOGIC INC
+$1.8M
62,575
+64%
减持
VTR
VENTAS INC
+$1.7M
263,388
-3%
增持
—
CHUBB LIMITED
+$1.7M
83,120
+1%
增持
MEOH
METHANEX CORP
+$1.5M
549,304
+1%
减持
—
EXXON MOBIL CORP
-$1.5M
83,710
-1%
增持
MOH
MOLINA HEALTHCARE INC
+$1.5M
41,931
+1%
增持
ECL
ECOLAB INC
+$1.5M
45,778
+2%
减持
CVS
CVS HEALTH CORP
+$1.4M
205,176
-3%
增持
KMI
KINDER MORGAN INC DEL
+$1.4M
1,227,333
+1%
减持
LW
LAMB WESTON HLDGS INC
+$1.4M
120,220
-4%
减持
BLKB
BLACKBAUD INC
-$1.3M
184,505
-25%
增持
UNP
UNION PAC CORP
+$1.3M
25,332
+4%
减持
MRK
MERCK & CO INC
+$1.2M
336,553
-2%
减持
EMR
EMERSON ELEC CO
-$1.2M
112,763
-11%
减持
—
MEDTRONIC PLC
+$1.2M
375,727
-1%
减持
IEI
ISHARES TR
-$1.2M
10,400
-51%
减持
WY
WEYERHAEUSER CO MTN BE
+$1.2M
285,323
-0%
增持
AVGO
BROADCOM INC
+$1.2M
3,859
+2%
减持
INTC
INTEL CORP
+$1.1M
84,186
-3%
增持
WM
WASTE MGMT INC DEL
+$1.1M
13,090
+60%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.1M
243,849
-4%
减持
COLM
COLUMBIA SPORTSWEAR CO
+$1.0M
215,161
-1%
减持
IMAX
IMAX CORP
-$974.9K
215,335
-1%
增持
AZO
AUTOZONE INC
+$948.5K
8,653
+3%
减持
PG
PROCTER AND GAMBLE CO
-$941.4K
212,705
-3%
减持
EWU
ISHARES TR
-$926.3K
89,233
-27%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$910.2K
125,314
+8%
清仓
AXP
AMERICAN EXPRESS CO
-$896.3K
0
-100%
减持
ABBV
ABBVIE INC
-$851.7K
14,668
-30%
增持
WBD
WARNER BROS DISCOVERY INC
+$838.8K
1,466,807
+0%
增持
IWM
ISHARES TR
+$808.2K
33,283
+1%
减持
BDX
BECTON DICKINSON & CO
-$799.4K
50,949
-0%
增持
IGIB
ISHARES TR
+$787.0K
108,788
+9%
增持
CIEN
CIENA CORP
-$782.5K
469,318
+1%
减持
WMT
WALMART INC
-$730.1K
280,870
-1%
减持
MGA
MAGNA INTL INC
-$627.6K
133,221
-16%
减持
META
META PLATFORMS INC
+$601.3K
12,159
-1%
减持
—
ASTRAZENECA PLC
-$589.4K
381,762
-2%
减持
SBUX
STARBUCKS CORP
+$571.6K
144,481
-1%
减持
SHEL
SHELL PLC
-$556.5K
222,705
-6%
减持
MS
MORGAN STANLEY
+$549.4K
61,014
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$545.9K
67,274
+1%
减持
KR
KROGER CO
-$509.9K
289,538
-6%
减持
AMGN
AMGEN INC
+$482.3K
98,850
-5%
减持
MMM
3M CO
+$471.8K
52,872
-7%
减持
MU
MICRON TECHNOLOGY INC
+$428.6K
44,160
-10%
减持
CARR
CARRIER GLOBAL CORPORATION
+$427.2K
426,632
-3%
增持
NKE
NIKE INC
+$409.9K
24,988
+4%
增持
SHY
ISHARES TR
+$397.0K
92,539
+4%
增持
IWD
ISHARES TR
+$386.5K
12,949
+13%
减持
BA
BOEING CO
+$384.7K
6,230
-4%
建仓
VXUS
VANGUARD STAR FDS
+$370.1K
6,386
增持
VTV
VANGUARD INDEX FDS
+$361.5K
12,134
+15%
减持
VOE
VANGUARD INDEX FDS
+$343.5K
24,976
-0%
减持
IWP
ISHARES TR
+$324.0K
25,197
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$287.4K
89,304
+4%
减持
IJT
ISHARES TR
+$278.1K
19,239
-1%
增持
SNY
SANOFI
-$275.0K
576,380
+7%
减持
—
BROOKFIELD RENEWABLE CORP
+$266.2K
163,902
-12%
减持
HPQ
HP INC
+$261.9K
63,866
-1%
建仓
AVY
AVERY DENNISON CORP
+$254.5K
1,259
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$248.6K
0
-100%
减持
PSX
PHILLIPS 66
+$241.6K
21,700
-2%
增持
HON
HONEYWELL INTL INC
+$238.8K
9,047
+1%
清仓
—
JOHNSON CTLS INTL PLC
-$238.1K
0
-100%
增持
TGT
TARGET CORP
+$230.1K
6,826
+2%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$222.2K
1,397
清仓
APA
APA CORPORATION
-$220.2K
0
-100%
建仓
ITW
ILLINOIS TOOL WKS INC
+$215.1K
817
建仓
AEP
AMERICAN ELEC PWR CO INC
+$209.9K
2,584
减持
GOOG
ALPHABET INC
+$209.4K
38,333
-3%
清仓
MO
ALTRIA GROUP INC
-$207.4K
0
-100%
建仓
AMT
AMERICAN TOWER CORP NEW
+$206.7K
950
增持
BIV
VANGUARD BD INDEX FDS
+$206.3K
10,805
+26%
清仓
LSCC
LATTICE SEMICONDUCTOR CORP
-$205.5K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$201.4K
3,655
-1%
建仓
DHR
DANAHER CORPORATION
+$200.8K
867
建仓
PH
PARKER-HANNIFIN CORP
+$200.4K
435
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$188.6K
8,311
-0%
增持
MCD
MCDONALDS CORP
+$179.4K
4,922
+1%
减持
FAST
FASTENAL CO
+$175.7K
21,040
-3%
减持
—
AVANGRID INC
-$173.1K
82,105
-13%
增持
PPG
PPG INDS INC
+$163.3K
7,176
+2%
减持
DOC
HEALTHPEAK PROPERTIES INC
-$162.0K
14,605
-41%
增持
BSV
VANGUARD BD INDEX FDS
+$159.3K
45,286
+2%
减持
IUSG
ISHARES TR
-$155.9K
13,509
-18%
减持
VLO
VALERO ENERGY CORP
-$152.3K
12,414
-0%
减持
PANW
PALO ALTO NETWORKS INC
+$150.3K
2,622
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$150.1K
12,835
-2%
减持
APH
AMPHENOL CORP NEW
+$148.8K
11,160
-2%
减持
XLE
SELECT SECTOR SPDR TR
-$146.9K
18,865
-1%
增持
ABT
ABBOTT LABS
+$146.2K
10,813
+0%
