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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 11
增持 34
减持 90
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
BLK
BLACKROCK INC
+$52.4M
51,131
清仓
—
BLACKROCK INC
-$50.3M
0
-100%
建仓
TKR
TIMKEN CO
+$15.5M
217,878
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
HON
HONEYWELL INTL INC
+$15.3M
75,954
+735%
增持
VUG
VANGUARD INDEX FDS
+$10.8M
215,971
+6%
减持
JPM
JPMORGAN CHASE & CO.
+$10.4M
384,929
-1%
减持
NEM
NEWMONT CORP
-$10.4M
610,658
-1%
减持
AAPL
APPLE INC
+$9.8M
662,944
-1%
增持
AMZN
AMAZON COM INC
+$8.7M
249,064
+1%
减持
BAX
BAXTER INTL INC
-$8.7M
709,305
-8%
减持
CRM
SALESFORCE INC
+$7.2M
136,276
-3%
清仓
—
BROOKFIELD RENEWABLE CORP
-$7.1M
0
-100%
减持
SNY
SANOFI
-$7.0M
553,764
-5%
增持
PHG
KONINKLIJKE PHILIPS N V
-$6.8M
945,542
+1%
减持
SCHW
SCHWAB CHARLES CORP
+$6.7M
778,106
-1%
减持
CARR
CARRIER GLOBAL CORPORATION
-$6.3M
396,246
-5%
建仓
BEPC
BROOKFIELD RENEWABLE CORP
+$6.2M
223,295
减持
IEMG
ISHARES INC
-$6.0M
457,129
-12%
减持
MCK
MCKESSON CORP
+$6.0M
84,740
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$6.0M
860,873
-4%
减持
AMGN
AMGEN INC
-$5.8M
89,732
-1%
减持
GOOGL
ALPHABET INC
+$5.7M
286,279
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$5.6M
92,389
-11%
减持
WMT
WALMART INC
+$5.5M
742,917
-3%
增持
NKE
NIKE INC
-$5.2M
440,771
+1%
减持
GO
GROCERY OUTLET HLDG CORP
-$5.2M
365,127
-41%
减持
KMI
KINDER MORGAN INC DEL
+$5.1M
1,185,156
-4%
减持
JNJ
JOHNSON & JOHNSON
-$5.0M
252,377
-2%
增持
ADBE
ADOBE INC
+$5.0M
30,852
+82%
减持
MSFT
MICROSOFT CORP
-$4.8M
363,776
-1%
增持
MEOH
METHANEX CORP
+$4.8M
532,959
+1%
减持
GS
GOLDMAN SACHS GROUP INC
+$4.6M
93,806
-5%
增持
—
ASTRAZENECA PLC
-$4.6M
378,997
+0%
减持
PFE
PFIZER INC
-$4.6M
867,855
-9%
增持
QCOM
QUALCOMM INC
-$4.3M
276,858
+1%
清仓
DLTR
DOLLAR TREE INC
-$4.2M
0
-100%
增持
MRK
MERCK & CO INC
-$4.2M
305,546
+0%
增持
DIS
DISNEY WALT CO
+$3.7M
235,018
+0%
减持
CSCO
CISCO SYS INC
+$3.6M
737,768
-2%
减持
BLKB
BLACKBAUD INC
-$3.5M
95,486
-23%
减持
GD
GENERAL DYNAMICS CORP
-$3.5M
85,177
-1%
减持
WY
WEYERHAEUSER CO MTN BE
-$3.5M
155,358
-33%
增持
FE
FIRSTENERGY CORP
-$3.1M
777,300
+1%
减持
CVS
CVS HEALTH CORP
-$2.9M
73,693
-25%
减持
—
TE CONNECTIVITY PLC
-$2.6M
114,558
-9%
减持
CIEN
CIENA CORP
+$2.6M
247,488
-17%
减持
RTX
RTX CORPORATION
-$2.6M
387,254
-1%
增持
PYPL
PAYPAL HLDGS INC
+$2.5M
339,684
+0%
减持
V
VISA INC
+$2.5M
63,300
-0%
减持
O
REALTY INCOME CORP
-$2.5M
238,689
-1%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$2.5M
77,178
-25%
增持
INTC
INTEL CORP
+$2.3M
912,934
+34%
增持
MOH
MOLINA HEALTHCARE INC
-$2.2M
43,057
+1%
减持
DGX
QUEST DIAGNOSTICS INC
-$2.2M
73,689
-14%
减持
IMAX
IMAX CORP
-$2.2M
86,660
-60%
减持
AVGO
BROADCOM INC
+$2.1M
35,860
-0%
减持
BKR
BAKER HUGHES COMPANY
+$2.1M
620,143
-4%
清仓
—
AVANGRID INC
-$2.1M
0
-100%
减持
—
FLEX LTD
+$2.0M
639,005
-5%
减持
SYY
SYSCO CORP
-$1.8M
477,417
-3%
减持
MMM
3M CO
-$1.8M
30,422
-27%
减持
SAP
SAP SE
+$1.7M
177,920
-3%
增持
IJR
ISHARES TR
+$1.7M
568,794
+4%
建仓
TFX
TELEFLEX INCORPORATED
+$1.6M
8,890
减持
—
UNILEVER PLC
-$1.6M
79,167
-15%
增持
USB
US BANCORP DEL
+$1.6M
560,095
+1%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$1.5M
3,440
-63%
增持
—
MEDTRONIC PLC
+$1.5M
67,089
+55%
减持
BX
BLACKSTONE INC
+$1.4M
93,977
-3%
减持
IEFA
ISHARES TR
-$1.4M
154,918
-1%
减持
MS
MORGAN STANLEY
+$1.3M
58,621
-0%
减持
COLM
COLUMBIA SPORTSWEAR CO
-$1.1M
34,481
-29%
减持
IWD
ISHARES TR
-$1.1M
11,154
-34%
增持
PG
PROCTER AND GAMBLE CO
-$1.1M
202,614
+0%
减持
ECL
ECOLAB INC
-$1.1M
42,206
-2%
增持
IVV
ISHARES TR
+$1.1M
23,978
+6%
增持
DEO
DIAGEO PLC
-$1.0M
181,641
+8%
减持
IEI
ISHARES TR
-$1.0M
27,133
-22%
减持
SHEL
SHELL PLC
-$1.0M
211,201
-2%
增持
EFA
ISHARES TR
-$973.1K
705,481
+9%
减持
AXP
AMERICAN EXPRESS CO
-$961.7K
845
-81%
减持
APD
AIR PRODS & CHEMS INC
-$943.8K
114,725
-0%
减持
CVX
CHEVRON CORP NEW
-$922.0K
235,728
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$883.9K
8,201
-2%
减持
KR
KROGER CO
+$855.6K
262,527
-1%
减持
SBUX
STARBUCKS CORP
-$828.6K
88,500
-3%
减持
BDX
BECTON DICKINSON & CO
-$779.7K
48,727
-1%
减持
SHY
ISHARES TR
-$774.7K
46,754
-16%
减持
MGA
MAGNA INTL INC
-$753.0K
24,608
-43%
增持
CCI
CROWN CASTLE INC
+$708.4K
16,017
+155%
增持
—
HOLOGIC INC
-$693.7K
82,034
+1%
增持
NVDA
NVIDIA CORPORATION
+$692.1K
46,475
+2%
减持
COST
COSTCO WHSL CORP NEW
+$687.3K
26,671
-0%
清仓
—
LAM RESEARCH CORP
-$674.3K
0
-100%
减持
WBD
WARNER BROS DISCOVERY INC
-$644.2K
406,496
-32%
增持
GOOG
ALPHABET INC
+$643.6K
26,264
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$634.4K
8,011
-0%
减持
UNP
UNION PAC CORP
-$626.3K
24,191
-3%
建仓
LRCX
LAM RESEARCH CORP
+$600.0K
8,280
减持
FISV
FISERV INC
+$544.2K
23,000
-1%
减持
NEE
NEXTERA ENERGY INC
-$537.8K
18,975
-15%
减持
LLY
ELI LILLY & CO
-$526.2K
4,354
-1%
减持
KO
COCA COLA CO
-$502.4K
5,411
-53%
增持
SUB
ISHARES TR
+$481.5K
29,214
+19%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$462.1K
14,202
-14%
减持
TSLA
TESLA INC
+$459.7K
4,991
-16%
增持
VNQ
VANGUARD INDEX FDS
-$446.9K
283,762
+8%
增持
—
EXXON MOBIL CORP
-$423.1K
99,068
+5%
减持
IJK
ISHARES TR
-$401.6K
49,947
-7%
减持
NXT
NEXTRACKER INC
-$387.5K
110,197
-6%
减持
EMR
EMERSON ELEC CO
+$376.2K
105,565
-9%
减持
GILD
GILEAD SCIENCES INC
-$374.1K
11,329
-33%
减持
CAT
CATERPILLAR INC
-$373.2K
7,795
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$371.2K
64,786
+0%
减持
PSX
PHILLIPS 66
-$370.7K
20,610
-0%
增持
BROS
DUTCH BROS INC
+$362.0K
12,264
+40%
减持
ABBV
ABBVIE INC
-$357.5K
15,252
-2%
减持
VTI
VANGUARD INDEX FDS
-$338.5K
272,969
-2%
清仓
—
AMDOCS LTD
-$320.8K
0
-100%
清仓
TROW
PRICE T ROWE GROUP INC
-$285.8K
0
-100%
减持
ESML
ISHARES TR
-$278.3K
47,336
-13%
清仓
IWO
ISHARES TR
-$275.8K
0
-100%
减持
PEP
PEPSICO INC
-$273.1K
10,272
-6%
减持
VTR
VENTAS INC
-$235.1K
16,290
-13%
清仓
NVO
NOVO-NORDISK A S
-$233.0K
0
-100%
清仓
DOC
HEALTHPEAK PROPERTIES INC
-$229.6K
0
-100%
减持
ALK
ALASKA AIR GROUP INC
+$227.7K
15,958
-10%
增持
XVV
ISHARES TR
+$227.2K
203,284
+0%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$225.8K
0
-100%
减持
IWP
ISHARES TR
+$222.8K
25,199
-1%
清仓
AMT
AMERICAN TOWER CORP NEW
-$220.9K
0
-100%
减持
EWU
ISHARES TR
-$215.0K
29,271
-9%
减持
AGG
ISHARES TR
-$210.1K
23,202
-4%
建仓
KKR
KKR & CO INC
+$209.6K
1,417
建仓
GLW
CORNING INC
+$208.7K
4,391
清仓
CNC
CENTENE CORP DEL
-$207.8K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$207.4K
9,569
+2%
减持
SCZ
ISHARES TR
-$207.2K
8,366
-21%
清仓
OTIS
OTIS WORLDWIDE CORP
-$206.2K
0
-100%
建仓
ADSK
AUTODESK INC
+$206.0K
697
建仓
STT
STATE STR CORP
+$205.6K
2,095
清仓
CDC
VICTORY PORTFOLIOS II
-$202.8K
0
-100%
建仓
DASH
DOORDASH INC
+$201.3K
1,200
建仓
SCHB
SCHWAB STRATEGIC TR
+$200.8K
8,845
减持
BAC
BANK AMERICA CORP
-$187.8K
242,217
-11%
减持
HPQ
HP INC
-$185.1K
56,041
-0%
减持
C
CITIGROUP INC
-$181.8K
5,887
-38%
增持
WM
WASTE MGMT INC DEL
+$175.1K
21,023
+7%
减持
NVS
NOVARTIS AG
-$170.7K
9,477
-0%
减持
—
EATON CORP PLC
-$169.4K
47,704
-1%
