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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 9
增持 38
减持 96
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$25.3M
683,823
-1%
增持
NKE
NIKE INC
+$15.8M
237,209
+931%
增持
GO
GROCERY OUTLET HLDG CORP
+$11.9M
548,224
+6826%
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
HD
HOME DEPOT INC
-$9.1M
91,284
-14%
减持
GOOGL
ALPHABET INC
+$8.3M
295,794
-2%
增持
VUG
VANGUARD INDEX FDS
+$8.2M
199,089
+3%
减持
CRM
SALESFORCE INC
-$8.1M
140,723
-4%
增持
ADBE
ADOBE INC
+$7.7M
15,097
+1022%
增持
DLTR
DOLLAR TREE INC
+$6.9M
123,637
+162%
减持
DIS
DISNEY WALT CO
-$5.9M
243,854
-1%
减持
EMBJ
EMBRAER S.A.
-$5.6M
1,850,323
-8%
减持
DEO
DIAGEO PLC
-$5.5M
161,631
-6%
减持
SYY
SYSCO CORP
-$5.5M
490,623
-2%
减持
QCOM
QUALCOMM INC
+$5.4M
277,682
-6%
增持
INTC
INTEL CORP
+$5.2M
520,346
+111%
减持
CVS
CVS HEALTH CORP
-$5.2M
170,836
-11%
减持
PHG
KONINKLIJKE PHILIPS N V
-$5.2M
951,493
-35%
减持
MOH
MOLINA HEALTHCARE INC
-$4.9M
41,849
-1%
减持
SBUX
STARBUCKS CORP
-$4.8M
100,764
-27%
增持
NEM
NEWMONT CORP
+$4.8M
699,331
+2%
减持
—
MEDTRONIC PLC
-$4.5M
362,657
-4%
减持
ALL
ALLSTATE CORP
-$4.5M
208,842
-4%
减持
MRK
MERCK & CO INC
-$4.1M
315,532
-3%
减持
MSFT
MICROSOFT CORP
+$4.1M
367,739
-3%
减持
MGA
MAGNA INTL INC
-$4.1M
55,584
-53%
减持
JNJ
JOHNSON & JOHNSON
-$3.8M
255,277
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$3.8M
110,668
+2%
减持
USB
US BANCORP DEL
-$3.7M
560,392
-4%
减持
WMT
WALMART INC
+$3.6M
798,330
-4%
增持
VTI
VANGUARD INDEX FDS
+$3.6M
275,936
+2%
减持
WBD
WARNER BROS DISCOVERY INC
-$3.6M
1,269,125
-15%
减持
—
ASTRAZENECA PLC
+$3.5M
379,982
-1%
减持
CSCO
CISCO SYS INC
-$3.5M
758,316
-4%
建仓
FISV
FISERV INC
+$3.4M
23,135
减持
—
BLACKROCK INC
-$3.1M
53,001
-2%
减持
VTR
VENTAS INC
-$3.1M
159,640
-38%
减持
AZO
AUTOZONE INC
-$3.0M
8,184
-5%
减持
COST
COSTCO WHSL CORP NEW
+$2.9M
24,962
-0%
减持
AMZN
AMAZON COM INC
+$2.8M
252,836
-1%
减持
—
ACCENTURE PLC IRELAND
-$2.7M
48,432
-4%
减持
WY
WEYERHAEUSER CO MTN BE
-$2.6M
262,276
-6%
增持
PYPL
PAYPAL HLDGS INC
-$2.6M
344,209
+2%
减持
KR
KROGER CO
-$2.5M
275,431
-3%
减持
IJR
ISHARES TR
-$2.2M
538,151
-0%
增持
LW
LAMB WESTON HLDGS INC
-$2.2M
118,421
+4%
增持
IEMG
ISHARES INC
+$2.0M
749,805
+1%
减持
—
EATON CORP PLC
-$2.0M
48,021
-12%
减持
MEOH
METHANEX CORP
+$1.8M
545,925
-1%
减持
AMGN
AMGEN INC
+$1.8M
92,797
-3%
减持
KMI
KINDER MORGAN INC DEL
+$1.7M
1,228,911
-1%
减持
CARR
CARRIER GLOBAL CORPORATION
+$1.6M
425,210
-2%
减持
MCK
MCKESSON CORP
-$1.6M
88,134
-11%
增持
—
BROOKFIELD RENEWABLE CORP
+$1.6M
224,757
+15%
减持
—
CHUBB LIMITED
-$1.5M
77,150
-6%
减持
SUB
ISHARES TR
-$1.5M
10,525
-57%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
36,040
+954%
减持
GS
GOLDMAN SACHS GROUP INC
+$1.3M
99,990
-5%
清仓
—
PIONEER NAT RES CO
-$1.2M
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.2M
827,707
-2%
减持
SAP
SAP SE
-$1.2M
190,403
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.2M
66,932
-1%
增持
IVV
ISHARES TR
+$1.2M
22,894
+6%
减持
NXT
NEXTRACKER INC
-$1.2M
119,798
-1%
减持
SO
SOUTHERN CO
+$1.0M
192,031
-1%
减持
PG
PROCTER AND GAMBLE CO
-$1.0M
203,772
-5%
减持
BLKB
BLACKBAUD INC
-$981.7K
129,016
-12%
减持
AVGO
BROADCOM INC
+$955.8K
3,554
-1%
增持
V
VISA INC
-$952.9K
63,953
+1%
减持
SHEL
SHELL PLC
+$946.4K
215,149
-1%
减持
BX
BLACKSTONE INC
-$939.7K
98,533
-1%
减持
CIEN
CIENA CORP
-$930.2K
455,365
-2%
增持
GOOG
ALPHABET INC
+$874.9K
25,222
+2%
减持
BDX
BECTON DICKINSON & CO
-$856.4K
50,008
-1%
减持
CVX
CHEVRON CORP NEW
-$797.7K
239,746
-1%
减持
XVV
ISHARES TR
-$737.1K
206,639
-12%
减持
TSN
TYSON FOODS INC
-$724.0K
15,400
-44%
减持
PFE
PFIZER INC
-$716.8K
963,763
-3%
增持
—
EXXON MOBIL CORP
+$707.7K
94,035
+8%
减持
BKR
BAKER HUGHES COMPANY
+$668.7K
656,718
-2%
减持
IGSB
ISHARES TR
-$666.4K
7,928
-62%
减持
FE
FIRSTENERGY CORP
-$654.6K
765,808
-1%
减持
DGX
QUEST DIAGNOSTICS INC
-$654.0K
86,467
-8%
减持
QQQ
INVESCO QQQ TR
-$605.7K
4,996
-26%
减持
UNP
UNION PAC CORP
-$582.3K
24,488
-2%
减持
PSX
PHILLIPS 66
-$569.1K
20,675
-3%
建仓
SOLV
SOLVENTUM CORP
+$566.7K
10,716
增持
LLY
ELI LILLY & CO
+$549.4K
4,153
+1%
减持
EWU
ISHARES TR
-$530.9K
34,761
-32%
减持
IP
INTERNATIONAL PAPER CO
-$524.4K
5,836
-71%
增持
IEFA
ISHARES TR
+$509.2K
165,376
+7%
减持
ALK
ALASKA AIR GROUP INC
-$474.5K
18,182
-35%
减持
XLE
SELECT SECTOR SPDR TR
-$426.5K
14,862
-21%
减持
RTX
RTX CORPORATION
+$425.7K
395,541
-2%
增持
—
HOLOGIC INC
+$400.9K
79,134
+13%
减持
—
FLEX LTD
+$368.2K
686,992
-1%
减持
CAT
CATERPILLAR INC
-$363.0K
8,384
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$347.8K
130,018
+7%
增持
EMR
EMERSON ELEC CO
-$340.2K
114,639
+0%
减持
APD
AIR PRODS & CHEMS INC
-$333.9K
114,989
-6%
减持
MMM
3M CO
-$331.9K
44,044
-3%
建仓
EEM
ISHARES TR
+$321.7K
7,553
清仓
CL
COLGATE PALMOLIVE CO
-$321.5K
0
-100%
减持
BAC
BANK AMERICA CORP
+$318.6K
381,028
-3%
清仓
EWY
ISHARES INC
-$316.4K
0
-100%
减持
ECL
ECOLAB INC
-$310.4K
43,107
-6%
增持
EFA
ISHARES TR
+$306.2K
635,782
+3%
增持
WM
WASTE MGMT INC DEL
+$303.7K
18,816
+8%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$301.4K
104,263
-3%
减持
BA
BOEING CO
-$299.6K
4,860
-21%
减持
CME
CME GROUP INC
-$274.4K
2,689
-28%
增持
VOO
VANGUARD INDEX FDS
+$263.5K
8,659
+2%
减持
PEP
PEPSICO INC
-$261.5K
10,851
-7%
减持
SHY
ISHARES TR
-$253.2K
83,266
-3%
增持
PANW
PALO ALTO NETWORKS INC
+$241.5K
2,910
+11%
清仓
BND
VANGUARD BD INDEX FDS
-$236.8K
0
-100%
清仓
—
DISCOVER FINL SVCS
-$232.4K
0
-100%
增持
IJH
ISHARES TR
+$228.0K
13,580
+46%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$223.2K
1,376
清仓
ITW
ILLINOIS TOOL WKS INC
-$220.7K
0
-100%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$218.5K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$218.0K
490
减持
—
UNILEVER PLC
+$216.6K
107,289
-5%
减持
GILD
GILEAD SCIENCES INC
-$215.0K
17,280
-10%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$214.1K
3,651
建仓
AMAT
APPLIED MATLS INC
+$212.4K
900
建仓
PGR
PROGRESSIVE CORP
+$205.6K
990
建仓
NFLX
NETFLIX INC
+$203.1K
301
增持
VV
VANGUARD INDEX FDS
+$192.0K
2,183
+48%
增持
NEE
NEXTERA ENERGY INC
+$182.1K
18,975
+4%
增持
APH
AMPHENOL CORP NEW
+$181.6K
21,805
+95%
减持
AGG
ISHARES TR
-$179.7K
16,819
-9%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$176.1K
8,303
+1%
减持
ABBV
ABBVIE INC
-$175.5K
14,839
-1%
减持
HPQ
HP INC
+$172.6K
56,161
-5%
增持
IWF
ISHARES TR
+$168.5K
6,123
+0%
减持
SNY
SANOFI
-$167.9K
556,819
-0%
增持
BSV
VANGUARD BD INDEX FDS
+$159.8K
47,791
+5%
减持
PLD
PROLOGIS INC.
-$155.8K
2,621
-24%
减持
GLD
SPDR GOLD TR
+$152.7K
23,412
-1%
减持
MS
MORGAN STANLEY
+$150.5K
58,606
-0%
减持
ESML
ISHARES TR
-$149.8K
55,506
-2%
增持
—
SMARTSHEET INC
+$148.6K
9,445
+36%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$146.7K
8,159
+0%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$146.0K
15,237
-0%
减持
—
AVANGRID INC
-$140.5K
64,358
-3%
增持
IMAX
IMAX CORP
+$137.9K
228,550
+0%
减持
ABT
ABBOTT LABS
-$124.3K
9,452
-3%
增持
IGIB
ISHARES TR
+$121.6K
115,482
+3%
减持
VOE
VANGUARD INDEX FDS
-$119.1K
24,948
-0%
减持
COLM
COLUMBIA SPORTSWEAR CO
-$116.6K
48,659
-0%
