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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 11
增持 46
减持 82
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
EFA
ISHARES TR
+$22.2M
619,768
+71%
减持
AAPL
APPLE INC
-$16.7M
692,401
-2%
减持
MSFT
MICROSOFT CORP
+$14.0M
381,001
-2%
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
COLM
COLUMBIA SPORTSWEAR CO
-$13.1M
48,836
-77%
减持
JPM
JPMORGAN CHASE & CO
+$10.9M
394,916
-2%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$8.5M
107,857
-56%
减持
IP
INTERNATIONAL PAPER CO
-$8.2M
19,893
-92%
增持
DIS
DISNEY WALT CO
+$8.1M
246,405
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$7.9M
107,980
+6%
减持
IEFA
ISHARES TR
-$7.8M
154,995
-43%
减持
SAP
SAP SE
+$7.6M
203,077
-2%
增持
AMZN
AMAZON COM INC
+$7.3M
255,630
+0%
增持
DEO
DIAGEO PLC
+$7.2M
172,111
+34%
减持
QCOM
QUALCOMM INC
+$7.0M
294,842
-1%
建仓
NXT
NEXTRACKER INC
+$6.8M
120,792
增持
INTC
INTEL CORP
+$6.7M
246,897
+193%
减持
ALL
ALLSTATE CORP
+$6.4M
218,502
-3%
减持
MRK
MERCK & CO INC
+$6.4M
326,808
-3%
建仓
DLTR
DOLLAR TREE INC
+$6.3M
47,235
增持
WMT
WALMART INC
+$6.0M
835,633
+198%
减持
VTI
VANGUARD INDEX FDS
+$5.9M
271,208
-0%
减持
MCK
MCKESSON CORP
+$5.7M
98,792
-3%
减持
—
ACCENTURE PLC IRELAND
-$5.4M
50,275
-23%
减持
RTX
RTX CORPORATION
+$5.3M
402,775
-0%
增持
APD
AIR PRODS & CHEMS INC
+$5.2M
122,960
+37%
减持
BLKB
BLACKBAUD INC
-$5.2M
145,790
-21%
增持
AZO
AUTOZONE INC
+$4.9M
8,660
+0%
减持
DGX
QUEST DIAGNOSTICS INC
-$4.8M
93,829
-25%
减持
CRM
SALESFORCE INC
+$4.7M
146,709
-2%
减持
IEMG
ISHARES INC
-$4.5M
739,175
-12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.4M
67,593
+0%
增持
PYPL
PAYPAL HLDGS INC
+$4.4M
336,548
+14%
增持
PHG
KONINKLIJKE PHILIPS N V
-$4.3M
1,456,448
+2%
减持
SYY
SYSCO CORP
+$3.9M
498,784
-0%
增持
WBD
WARNER BROS DISCOVERY INC
-$3.7M
1,489,287
+2%
减持
HD
HOME DEPOT INC
+$3.5M
105,674
-1%
增持
PG
PROCTER AND GAMBLE CO
+$3.5M
213,402
+0%
减持
EMBJ
EMBRAER S.A.
-$3.3M
2,002,790
-35%
减持
MU
MICRON TECHNOLOGY INC
-$3.2M
4,706
-89%
增持
IJR
ISHARES TR
+$3.2M
539,710
+3%
减持
VZ
VERIZON COMMUNICATIONS INC
+$3.1M
843,149
-1%
减持
KR
KROGER CO
+$3.0M
284,077
-2%
增持
CVX
CHEVRON CORP NEW
+$3.0M
242,797
+3%
减持
GS
GOLDMAN SACHS GROUP INC
+$2.9M
105,257
-1%
减持
—
EATON CORP PLC
+$2.6M
54,495
-9%
建仓
SUB
ISHARES TR
+$2.6M
24,530
减持
—
CHUBB LIMITED
+$2.4M
81,758
-2%
减持
SCHW
SCHWAB CHARLES CORP
+$2.4M
788,675
-1%
增持
MOH
MOLINA HEALTHCARE INC
+$2.2M
42,221
+1%
增持
—
MEDTRONIC PLC
+$2.1M
379,636
+1%
增持
FE
FIRSTENERGY CORP
+$2.1M
775,818
+2%
增持
EMR
EMERSON ELEC CO
+$2.0M
114,343
+1%
减持
VTR
VENTAS INC
-$1.9M
257,177
-2%
减持
—
UNILEVER PLC
-$1.9M
113,234
-28%
增持
—
EXXON MOBIL CORP
+$1.7M
87,041
+4%
减持
CIEN
CIENA CORP
+$1.7M
462,482
-1%
减持
GOOG
ALPHABET INC
-$1.7M
24,638
-36%
减持
—
FLEX LTD
-$1.6M
695,254
-2%
增持
JNJ
JOHNSON & JOHNSON
+$1.6M
259,814
+3%
减持
GD
GENERAL DYNAMICS CORP
+$1.6M
88,589
-2%
减持
VUG
VANGUARD INDEX FDS
-$1.6M
192,709
-12%
减持
META
META PLATFORMS INC
+$1.5M
11,981
-1%
减持
GOOGL
ALPHABET INC
+$1.5M
301,928
-4%
减持
ECL
ECOLAB INC
+$1.5M
45,771
-0%
减持
MGA
MAGNA INTL INC
-$1.5M
117,259
-12%
减持
SNY
SANOFI
-$1.5M
559,356
-3%
减持
IWD
ISHARES TR
-$1.5M
3,768
-71%
清仓
ESGV
VANGUARD WORLD FD
-$1.5M
0
-100%
增持
MEOH
METHANEX CORP
-$1.4M
550,483
+0%
减持
CSCO
CISCO SYS INC
-$1.4M
791,684
-2%
增持
WM
WASTE MGMT INC DEL
+$1.4M
17,408
+33%
减持
COST
COSTCO WHSL CORP NEW
+$1.3M
25,055
-1%
减持
NVDA
NVIDIA CORPORATION
+$1.3M
3,420
-6%
增持
XVV
ISHARES TR
+$1.3M
233,979
+4%
减持
BAC
BANK AMERICA CORP
+$1.3M
391,204
-3%
增持
V
VISA INC
+$1.3M
63,561
+0%
减持
AMGN
AMGEN INC
-$1.2M
95,818
-3%
减持
SBUX
STARBUCKS CORP
-$1.2M
138,466
-4%
减持
EWU
ISHARES TR
-$1.2M
50,961
-43%
增持
VNQ
VANGUARD INDEX FDS
+$1.2M
219,739
+9%
增持
IVV
ISHARES TR
+$1.0M
21,570
+0%
增持
KMI
KINDER MORGAN INC DEL
+$1.0M
1,236,584
+1%
建仓
AXP
AMERICAN EXPRESS CO
+$1.0M
4,491
增持
—
HOLOGIC INC
+$1.0M
70,226
+12%
增持
VOO
VANGUARD INDEX FDS
+$995.3K
8,493
+20%
减持
MMM
3M CO
-$947.2K
45,562
-14%
减持
CVS
CVS HEALTH CORP
-$927.2K
191,494
-7%
增持
SO
SOUTHERN CO
+$890.6K
193,295
+4%
减持
LW
LAMB WESTON HLDGS INC
-$883.6K
113,686
-5%
建仓
—
RADIUS RECYCLING INC
+$865.1K
40,944
增持
LLY
ELI LILLY & CO
+$815.4K
4,127
+0%
减持
ALK
ALASKA AIR GROUP INC
-$778.0K
28,123
-45%
减持
USB
US BANCORP DEL
+$755.5K
581,083
-0%
减持
IJT
ISHARES TR
-$740.9K
12,749
-34%
减持
—
BLACKROCK INC
+$729.7K
53,817
-1%
增持
CARR
CARRIER GLOBAL CORPORATION
+$701.4K
435,104
+2%
增持
ESML
ISHARES TR
+$626.6K
56,786
+30%
减持
PSX
PHILLIPS 66
+$598.7K
21,353
-2%
建仓
CCI
CROWN CASTLE INC
+$597.4K
5,645
增持
PFE
PFIZER INC
-$573.6K
997,581
+2%
减持
NKE
NIKE INC
-$551.9K
23,003
-8%
减持
SHY
ISHARES TR
-$540.0K
86,230
-7%
减持
CAT
CATERPILLAR INC
+$538.7K
8,612
-3%
减持
BKR
BAKER HUGHES COMPANY
-$494.3K
669,493
-0%
增持
IMAX
IMAX CORP
+$460.6K
228,505
+6%
清仓
—
LUTHER BURBANK CORP
-$455.8K
0
-100%
增持
ABBV
ABBVIE INC
+$447.7K
14,941
+2%
减持
AVGO
BROADCOM INC
+$442.7K
3,584
-7%
增持
QQQ
INVESCO QQQ TR
+$440.4K
6,758
+8%
减持
BA
BOEING CO
-$439.8K
6,136
-2%
增持
NEM
NEWMONT CORP
-$434.9K
684,333
+13%
清仓
FISV
FISERV INC
-$430.4K
0
-100%
增持
KO
COCA COLA CO
+$397.2K
11,850
+109%
清仓
EEM
ISHARES TR
-$394.0K
0
-100%
增持
ESGE
ISHARES INC
+$388.5K
46,801
+34%
清仓
WEC
WEC ENERGY GROUP INC
-$386.1K
0
-100%
增持
—
ASTRAZENECA PLC
+$381.8K
385,143
+1%
减持
VLO
VALERO ENERGY CORP
+$374.5K
11,649
-6%
建仓
VV
VANGUARD INDEX FDS
+$354.8K
1,480
建仓
WAFD
WAFD INC
+$341.2K
11,752
减持
GILD
GILEAD SCIENCES INC
-$335.0K
19,120
-11%
减持
UNH
UNITEDHEALTH GROUP INC
-$327.2K
8,162
-2%
增持
WFC
WELLS FARGO CO NEW
+$322.6K
18,675
+21%
建仓
TROW
PRICE T ROWE GROUP INC
+$319.1K
2,617
清仓
DE
DEERE & CO
-$280.9K
0
-100%
清仓
CE
CELANESE CORP DEL
-$258.8K
0
-100%
清仓
AVY
AVERY DENNISON CORP
-$254.5K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$249.7K
18,175
-22%
减持
—
AVANGRID INC
-$245.2K
66,493
-19%
减持
TSN
TYSON FOODS INC
-$241.9K
27,310
-20%
建仓
—
DISCOVER FINL SVCS
+$232.4K
1,773
清仓
KMB
KIMBERLY-CLARK CORP
-$226.1K
0
-100%
建仓
QUAL
ISHARES TR
+$214.5K
1,305
减持
SYK
STRYKER CORPORATION
+$208.5K
4,597
-4%
清仓
COMT
ISHARES U S ETF TR
-$208.3K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$206.7K
0
-100%
减持
IWF
ISHARES TR
+$201.7K
6,122
-0%
增持
XLE
SELECT SECTOR SPDR TR
+$199.5K
18,867
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$198.4K
8,157
-2%
减持
TSLA
TESLA INC
-$194.7K
1,739
-14%
减持
PM
PHILIP MORRIS INTL INC
-$158.3K
2,688
-37%
减持
VTV
VANGUARD INDEX FDS
+$158.0K
12,109
-0%
减持
BX
BLACKSTONE INC
-$152.7K
100,008
-1%
减持
WY
WEYERHAEUSER CO MTN BE
+$145.5K
280,316
-2%
减持
POR
PORTLAND GEN ELEC CO
-$144.1K
14,285
-17%
减持
MS
MORGAN STANLEY
-$144.1K
58,894
-3%
增持
IGIB
ISHARES TR
+$141.1K
112,365
+3%
减持
PRI
PRIMERICA INC
-$131.3K
2,165
-34%
减持
HPQ
HP INC
-$129.9K
59,341
-7%
减持
MRSH
MARSH & MCLENNAN COS INC
+$123.3K
18,430
-5%
