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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 11
增持 54
减持 77
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$21.1M
652,495
-2%
增持
GO
GROCERY OUTLET HLDG CORP
+$19.4M
1,792,531
+391%
减持
GOOGL
ALPHABET INC
-$18.4M
231,453
-19%
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
MSFT
MICROSOFT CORP
-$17.3M
362,463
-0%
增持
NVDA
NVIDIA CORPORATION
+$11.0M
159,371
+243%
增持
TFX
TELEFLEX INCORPORATED
+$10.6M
88,042
+890%
减持
CRM
SALESFORCE INC
-$10.5M
130,880
-4%
增持
NEM
NEWMONT CORP
+$10.0M
677,741
+11%
减持
EMBJ
EMBRAER S.A.
+$8.3M
1,541,216
-10%
减持
MCK
MCKESSON CORP
+$8.2M
83,948
-1%
减持
WMT
WALMART INC
-$8.1M
672,459
-9%
增持
META
META PLATFORMS INC
+$8.0M
24,330
+136%
减持
PYPL
PAYPAL HLDGS INC
-$7.7M
326,572
-4%
减持
ADBE
ADOBE INC
-$7.5M
16,200
-47%
增持
MEOH
METHANEX CORP
-$7.4M
546,676
+3%
减持
AMZN
AMAZON COM INC
-$7.3M
248,883
-0%
减持
CIEN
CIENA CORP
-$6.4M
241,797
-2%
减持
NKE
NIKE INC
-$6.0M
430,088
-2%
增持
IJR
ISHARES TR
-$6.0M
569,034
+0%
增持
CVX
CHEVRON CORP NEW
+$6.0M
239,898
+2%
增持
JNJ
JOHNSON & JOHNSON
+$5.8M
255,129
+1%
减持
GS
GOLDMAN SACHS GROUP INC
-$5.8M
87,705
-7%
减持
RTX
RTX CORPORATION
+$5.5M
379,987
-2%
增持
EFA
ISHARES TR
+$5.5M
719,562
+2%
增持
VUG
VANGUARD INDEX FDS
-$5.4M
224,481
+4%
增持
AZO
AUTOZONE INC
+$5.3M
7,960
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.0M
64,516
-0%
减持
BLK
BLACKROCK INC
-$4.6M
50,469
-1%
减持
AMGN
AMGEN INC
+$4.4M
89,297
-0%
增持
SNY
SANOFI
+$4.2M
557,208
+1%
减持
VTI
VANGUARD INDEX FDS
-$4.2M
272,668
-0%
减持
DEO
DIAGEO PLC
-$4.0M
179,848
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$3.8M
842,697
-2%
减持
—
FLEX LTD
-$3.7M
628,338
-2%
减持
KMI
KINDER MORGAN INC DEL
-$3.4M
1,019,011
-14%
减持
USB
US BANCORP DEL
-$3.3M
555,733
-1%
减持
BX
BLACKSTONE INC
-$3.3M
92,301
-2%
减持
HD
HOME DEPOT INC
-$3.3M
91,817
-3%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.2M
4
减持
BAX
BAXTER INTL INC
-$3.2M
512,269
-28%
增持
—
ASTRAZENECA PLC
+$3.2M
381,117
+1%
减持
—
ACCENTURE PLC IRELAND
-$3.1M
44,243
-8%
增持
VNQ
VANGUARD INDEX FDS
+$3.1M
313,331
+10%
清仓
SCHH
SCHWAB STRATEGIC TR
-$3.0M
0
-100%
增持
SO
SOUTHERN CO
+$3.0M
222,318
+5%
减持
AVGO
BROADCOM INC
-$2.8M
32,948
-8%
增持
MRK
MERCK & CO INC
-$2.7M
308,143
+1%
增持
—
CHUBB LIMITED
+$2.6M
81,910
+2%
增持
SHEL
SHELL PLC
+$2.6M
216,240
+2%
减持
ALL
ALLSTATE CORP
+$2.5M
194,538
-1%
增持
IEFA
ISHARES TR
+$2.4M
175,873
+14%
增持
DIS
DISNEY WALT CO
-$2.4M
241,885
+3%
减持
NXT
NEXTRACKER INC
-$2.3M
40,424
-63%
减持
SAP
SAP SE
+$2.3M
171,703
-3%
建仓
SCHG
SCHWAB STRATEGIC TR
+$2.3M
89,916
减持
V
VISA INC
+$2.2M
63,224
-0%
减持
LW
LAMB WESTON HLDGS INC
-$2.1M
103,726
-9%
减持
CARR
CARRIER GLOBAL CORPORATION
-$2.1M
395,269
-0%
增持
SPY
SPDR S&P 500 ETF TR
-$2.0M
93,247
+1%
减持
EMR
EMERSON ELEC CO
-$1.7M
103,422
-2%
减持
MOH
MOLINA HEALTHCARE INC
+$1.6M
43,016
-0%
减持
SCHW
SCHWAB CHARLES CORP
+$1.6M
756,186
-3%
减持
KR
KROGER CO
+$1.6M
260,815
-1%
增持
IVW
ISHARES TR
+$1.5M
18,640
+702%
减持
—
MEDTRONIC PLC
-$1.5M
43,446
-35%
减持
CVS
CVS HEALTH CORP
-$1.4M
27,713
-62%
减持
INTC
INTEL CORP
+$1.4M
868,571
-5%
建仓
TLT
ISHARES TR
+$1.3M
14,830
增持
IWD
ISHARES TR
+$1.3M
18,127
+63%
减持
BLKB
BLACKBAUD INC
-$1.3M
92,933
-3%
减持
BKR
BAKER HUGHES COMPANY
+$1.2M
606,423
-2%
增持
FE
FIRSTENERGY CORP
+$1.1M
792,577
+2%
增持
QQQ
INVESCO QQQ TR
+$1.1M
7,357
+60%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.1M
20,494
增持
GLD
SPDR GOLD TR
+$1.0M
22,342
+0%
减持
—
EXXON MOBIL CORP
+$978.7K
97,834
-1%
减持
O
REALTY INCOME CORP
+$962.8K
236,359
-1%
减持
TSLA
TESLA INC
-$961.3K
4,068
-18%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$927.9K
10,000
减持
SYY
SYSCO CORP
-$923.0K
474,151
-1%
减持
IEMG
ISHARES INC
-$917.5K
425,306
-7%
减持
—
HOLOGIC INC
-$916.6K
80,901
-1%
增持
GOOG
ALPHABET INC
-$879.4K
26,386
+0%
增持
WM
WASTE MGMT INC DEL
+$838.5K
21,946
+4%
增持
WBD
WARNER BROS DISCOVERY INC
+$811.1K
476,022
+17%
减持
—
TE CONNECTIVITY PLC
-$797.1K
110,255
-4%
减持
COST
COSTCO WHSL CORP NEW
+$780.7K
26,664
-0%
减持
PHG
KONINKLIJKE PHILIPS N V
-$742.6K
913,327
-3%
增持
BEPC
BROOKFIELD RENEWABLE CORP
+$712.5K
246,735
+10%
增持
APD
AIR PRODS & CHEMS INC
+$693.5K
115,178
+0%
增持
XVV
ISHARES TR
+$653.8K
230,524
+13%
减持
BAC
BANK AMERICA CORP
-$634.6K
239,894
-1%
清仓
—
RADIUS RECYCLING INC
-$623.2K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$611.2K
202,907
+0%
增持
TKR
TIMKEN CO
+$592.6K
224,607
+3%
减持
MS
MORGAN STANLEY
-$591.8K
58,096
-1%
建仓
OEF
ISHARES TR
+$588.2K
2,172
增持
MRSH
MARSH & MCLENNAN COS INC
+$576.9K
17,371
+1%
增持
—
UNILEVER PLC
+$531.7K
84,307
+6%
减持
ECL
ECOLAB INC
+$498.7K
40,979
-3%
增持
—
EATON CORP PLC
-$462.3K
56,540
+19%
增持
HON
HONEYWELL INTL INC
-$462.2K
78,843
+4%
减持
BSV
VANGUARD BD INDEX FDS
-$418.4K
47,862
-11%
清仓
—
SMARTSHEET INC
-$413.5K
0
-100%
增持
IWM
ISHARES TR
-$389.5K
35,244
+5%
增持
CCI
CROWN CASTLE INC
+$378.1K
17,575
+10%
减持
TGT
TARGET CORP
-$362.7K
5,242
-22%
增持
FISV
FISERV INC
+$361.5K
23,032
+0%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$359.8K
74,895
-3%
增持
VOO
VANGUARD INDEX FDS
+$354.3K
10,722
+12%
减持
ABBV
ABBVIE INC
+$354.2K
14,626
-4%
减持
MGA
MAGNA INTL INC
-$345.0K
20,106
-18%
减持
CAT
CATERPILLAR INC
-$342.3K
7,536
-3%
减持
JPM
JPMORGAN CHASE & CO.
+$330.2K
377,503
-2%
减持
EWU
ISHARES TR
-$310.9K
18,185
-38%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$304.9K
155,664
-2%
减持
CSCO
CISCO SYS INC
+$300.5K
712,630
-3%
减持
ALK
ALASKA AIR GROUP INC
-$290.1K
15,100
-5%
减持
GD
GENERAL DYNAMICS CORP
+$288.8K
83,396
-2%
增持
IEI
ISHARES TR
+$285.7K
28,958
+7%
减持
HPQ
HP INC
-$283.1K
55,816
-0%
增持
VGT
VANGUARD WORLD FD
+$271.9K
1,908
+56%
建仓
CATH
GLOBAL X FDS
+$259.0K
3,835
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$256.5K
8,058
-2%
增持
IWF
ISHARES TR
-$245.9K
6,082
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$237.6K
3,451
-5%
增持
PPG
PPG INDS INC
+$237.5K
11,526
+35%
增持
IWP
ISHARES TR
-$233.3K
25,200
+0%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$226.2K
2,805
减持
SBUX
STARBUCKS CORP
-$226.2K
80,023
-10%
增持
NOW
SERVICENOW INC
-$223.8K
924
+2%
建仓
VTEB
VANGUARD MUN BD FDS
+$222.1K
4,475
减持
MMM
3M CO
+$219.0K
28,233
-7%
清仓
SCHA
SCHWAB STRATEGIC TR
-$215.3K
0
-100%
减持
IUSG
ISHARES TR
-$210.8K
11,879
-4%
清仓
KKR
KKR & CO INC
-$209.6K
0
-100%
增持
MUB
ISHARES TR
+$208.2K
35,231
+7%
清仓
ADSK
AUTODESK INC
-$206.0K
0
-100%
清仓
STT
STATE STR CORP
-$205.6K
0
-100%
建仓
CDC
VICTORY PORTFOLIOS II
+$205.0K
3,120
增持
ABT
ABBOTT LABS
+$203.4K
10,402
+0%
清仓
SCHB
SCHWAB STRATEGIC TR
-$200.8K
0
-100%
建仓
OTIS
OTIS WORLDWIDE CORP
+$200.7K
1,944
减持
LLY
ELI LILLY & CO
+$191.8K
4,302
-1%
减持
IWN
ISHARES TR
-$189.0K
5,257
-12%
减持
PSX
PHILLIPS 66
+$167.3K
20,371
-1%
增持
SUB
ISHARES TR
+$160.7K
30,703
+5%
减持
QCOM
QUALCOMM INC
-$149.2K
275,905
-0%
增持
IGSB
ISHARES TR
+$147.3K
45,076
+5%
增持
ORCL
ORACLE CORP
-$146.7K
5,822
+1%
