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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 11
增持 48
减持 84
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$43.8M
361,555
-0%
增持
NVDA
NVIDIA CORPORATION
+$34.4M
326,766
+105%
增持
VUG
VANGUARD INDEX FDS
+$21.7M
239,068
+6%
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
AAPL
APPLE INC
-$16.0M
628,239
-4%
减持
JPM
JPMORGAN CHASE & CO.
+$16.0M
374,702
-1%
减持
GO
GROCERY OUTLET HLDG CORP
-$15.4M
776,285
-57%
减持
IJR
ISHARES TR
-$14.2M
414,585
-27%
减持
EMBJ
EMBRAER S.A.
+$14.0M
1,496,693
-3%
减持
PFE
PFIZER INC
-$14.0M
379,966
-58%
减持
GS
GOLDMAN SACHS GROUP INC
+$13.9M
87,360
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$13.6M
569,144
-32%
增持
AMZN
AMAZON COM INC
+$12.3M
272,084
+9%
增持
LLY
ELI LILLY & CO
+$12.3M
20,324
+372%
增持
META
META PLATFORMS INC
+$10.6M
33,395
+37%
减持
SCHW
SCHWAB CHARLES CORP
+$9.8M
755,839
-0%
减持
—
FLEX LTD
+$9.3M
601,828
-4%
增持
EFA
ISHARES TR
+$8.9M
757,211
+5%
减持
NKE
NIKE INC
-$7.8M
276,109
-36%
增持
—
EATON CORP PLC
+$7.0M
62,594
+11%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$6.9M
98,024
减持
TFX
TELEFLEX INCORPORATED
-$6.5M
47,953
-46%
增持
DIS
DISNEY WALT CO
+$6.3M
242,975
+0%
减持
WMT
WALMART INC
+$6.1M
667,285
-1%
减持
VTI
VANGUARD INDEX FDS
+$5.9M
265,307
-3%
减持
SAP
SAP SE
+$5.5M
169,738
-1%
减持
BLK
BLACKROCK INC
+$5.2M
50,449
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$5.1M
92,609
-1%
减持
CSCO
CISCO SYS INC
+$5.0M
706,534
-1%
增持
CVX
CHEVRON CORP NEW
-$4.5M
248,707
+4%
增持
CARR
CARRIER GLOBAL CORPORATION
+$4.4M
403,170
+2%
减持
RTX
RTX CORPORATION
+$3.8M
371,017
-2%
减持
GOOGL
ALPHABET INC
+$3.8M
224,868
-3%
减持
MRK
MERCK & CO INC
-$3.6M
303,925
-1%
减持
CIEN
CIENA CORP
+$3.5M
222,978
-8%
减持
AVGO
BROADCOM INC
+$3.5M
32,667
-1%
增持
SNY
SANOFI
-$3.4M
568,400
+2%
增持
BKR
BAKER HUGHES COMPANY
-$3.4M
606,814
+0%
减持
VOE
VANGUARD INDEX FDS
-$3.2M
4,826
-81%
减持
MUB
ISHARES TR
-$3.2M
4,589
-87%
增持
PYPL
PAYPAL HLDGS INC
+$3.0M
327,364
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.9M
64,714
+0%
减持
AMGN
AMGEN INC
-$2.9M
89,218
-0%
减持
MCK
MCKESSON CORP
+$2.8M
80,958
-4%
增持
HON
HONEYWELL INTL INC
+$2.7M
83,460
+6%
增持
BDX
BECTON DICKINSON & CO
-$2.7M
48,269
+0%
增持
JNJ
JOHNSON & JOHNSON
-$2.6M
260,197
+2%
减持
BAX
BAXTER INTL INC
-$2.4M
500,823
-2%
增持
IEFA
ISHARES TR
+$2.2M
185,444
+5%
减持
WBD
WARNER BROS DISCOVERY INC
-$2.1M
259,385
-46%
减持
—
TE CONNECTIVITY PLC
+$2.1M
105,021
-5%
减持
SUB
ISHARES TR
-$2.1M
11,117
-64%
增持
QCOM
QUALCOMM INC
+$2.1M
279,048
+1%
增持
PG
PROCTER AND GAMBLE CO
-$1.9M
204,835
+1%
减持
—
ASTRAZENECA PLC
-$1.9M
373,347
-2%
建仓
BRKR
BRUKER CORP
+$1.8M
42,610
增持
UNH
UNITEDHEALTH GROUP INC
-$1.7M
7,968
+0%
减持
GD
GENERAL DYNAMICS CORP
+$1.6M
83,379
-0%
减持
IEMG
ISHARES INC
+$1.4M
406,219
-4%
减持
IVV
ISHARES TR
+$1.4M
24,803
-1%
减持
ALL
ALLSTATE CORP
-$1.4M
193,366
-1%
增持
VOO
VANGUARD INDEX FDS
+$1.4M
12,047
+12%
减持
PHG
KONINKLIJKE PHILIPS N V
-$1.3M
911,455
-0%
减持
DEO
DIAGEO PLC
-$1.3M
176,816
-2%
建仓
LINE
LINEAGE INC
+$1.3M
29,477
增持
BEPC
BROOKFIELD RENEWABLE CORP
+$1.2M
248,190
+1%
减持
USB
US BANCORP DEL
+$1.2M
545,790
-2%
减持
SBUX
STARBUCKS CORP
-$1.2M
72,289
-10%
减持
MS
MORGAN STANLEY
+$1.2M
56,748
-2%
增持
MOH
MOLINA HEALTHCARE INC
-$1.2M
43,496
+1%
增持
APD
AIR PRODS & CHEMS INC
-$1.2M
116,321
+1%
减持
BAC
BANK AMERICA CORP
+$1.1M
235,317
-2%
增持
FISV
FISERV INC
-$1.1M
23,132
+0%
增持
SO
SOUTHERN CO
+$1.1M
234,052
+5%
减持
NEM
NEWMONT CORP
+$1.0M
579,424
-15%
减持
COST
COSTCO WHSL CORP NEW
+$1.0M
26,510
-1%
减持
—
ACCENTURE PLC IRELAND
-$1.0M
42,811
-3%
减持
WY
WEYERHAEUSER CO MTN BE
-$1.0M
135,701
-12%
增持
—
EXXON MOBIL CORP
-$1.0M
98,632
+1%
减持
XVV
ISHARES TR
+$960.7K
226,954
-2%
减持
BX
BLACKSTONE INC
+$841.7K
91,881
-0%
减持
AZO
AUTOZONE INC
-$826.4K
7,953
-0%
减持
LW
LAMB WESTON HLDGS INC
-$790.8K
91,375
-12%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$753.8K
8,030
-0%
减持
KR
KROGER CO
+$729.1K
256,290
-2%
减持
SHEL
SHELL PLC
-$725.0K
214,758
-1%
减持
TKR
TIMKEN CO
-$631.0K
213,805
-5%
增持
QQQ
INVESCO QQQ TR
+$614.3K
7,369
+0%
减持
BLKB
BLACKBAUD INC
-$578.3K
80,800
-13%
减持
—
HOLOGIC INC
-$556.9K
68,145
-16%
减持
SYY
SYSCO CORP
-$543.7K
462,590
-2%
增持
MEOH
METHANEX CORP
-$527.4K
563,609
+3%
减持
DGX
QUEST DIAGNOSTICS INC
+$519.2K
65,252
-1%
减持
COLM
COLUMBIA SPORTSWEAR CO
-$511.9K
34,348
-0%
减持
KMI
KINDER MORGAN INC DEL
+$502.9K
1,005,961
-1%
减持
IWM
ISHARES TR
+$487.3K
34,840
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$479.9K
147,208
-5%
减持
MRSH
MARSH & MCLENNAN COS INC
-$478.2K
17,201
-1%
增持
WM
WASTE MGMT INC DEL
+$476.2K
24,285
+11%
增持
FE
FIRSTENERGY CORP
+$444.6K
806,771
+2%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$432.1K
73,425
-2%
增持
IWF
ISHARES TR
+$421.7K
6,165
+1%
增持
—
CHUBB LIMITED
-$413.2K
83,927
+2%
增持
GLD
SPDR GOLD TR
+$403.4K
22,442
+0%
减持
O
REALTY INCOME CORP
-$399.4K
231,068
-2%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$398.8K
5,016
增持
V
VISA INC
+$387.8K
63,499
+0%
增持
IJK
ISHARES TR
+$386.0K
49,962
+0%
减持
IWD
ISHARES TR
-$382.1K
15,593
-14%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$373.7K
8,530
-1%
减持
ABBV
ABBVIE INC
-$361.0K
14,565
-0%
增持
GE
GE AEROSPACE
+$348.3K
4,103
+16%
增持
TSLA
TESLA INC
+$344.7K
4,404
+8%
减持
ECL
ECOLAB INC
-$337.3K
37,316
-9%
清仓
WAFD
WAFD INC
-$335.9K
0
-100%
减持
HPQ
HP INC
-$315.8K
50,339
-10%
减持
—
MEDTRONIC PLC
-$312.5K
41,215
-5%
减持
ADBE
ADOBE INC
-$310.2K
15,258
-6%
减持
NXT
NEXTRACKER INC
+$303.1K
36,906
-9%
减持
GILD
GILEAD SCIENCES INC
-$301.3K
6,579
-28%
增持
VNQ
VANGUARD INDEX FDS
-$299.2K
315,178
+1%
建仓
ABNB
AIRBNB INC
+$296.4K
2,240
减持
VGT
VANGUARD WORLD FD
-$293.3K
1,118
-41%
建仓
VLUE
ISHARES TR
+$291.2K
2,572
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$290.7K
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
+$288.9K
86,971
-3%
清仓
AHR
AMERICAN HEALTHCARE REIT INC
-$286.6K
0
-100%
建仓
IVLU
ISHARES TR
+$271.5K
8,255
减持
GOOG
ALPHABET INC
+$270.4K
24,763
-6%
减持
IUSG
ISHARES TR
+$262.0K
11,780
-1%
减持
XLK
SELECT SECTOR SPDR TR
+$260.3K
5,589
-0%
增持
GEV
GE VERNOVA INC
+$257.5K
955
+18%
增持
MCD
MCDONALDS CORP
+$255.5K
5,926
+25%
增持
WFC
WELLS FARGO CO NEW
+$254.5K
14,447
+15%
增持
ALK
ALASKA AIR GROUP INC
+$253.5K
20,144
+33%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$250.2K
12,090
+5%
清仓
COP
CONOCOPHILLIPS
-$244.5K
0
-100%
增持
IGIB
ISHARES TR
+$232.5K
69,610
+5%
建仓
COF
CAPITAL ONE FINL CORP
+$231.8K
1,090
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$230.9K
88,776
-3%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$226.2K
0
-100%
增持
INTC
INTEL CORP
-$224.3K
870,578
+0%
清仓
FDX
FEDEX CORP
-$223.4K
0
-100%
建仓
STT
STATE STR CORP
+$222.8K
2,095
清仓
VTEB
VANGUARD MUN BD FDS
-$222.1K
0
-100%
减持
UNP
UNION PAC CORP
-$216.1K
22,957
-1%
减持
CRM
SALESFORCE INC
+$215.9K
129,397
-1%
建仓
ADSK
AUTODESK INC
+$215.8K
697
减持
CAT
CATERPILLAR INC
+$215.0K
6,956
-8%
增持
IEI
ISHARES TR
+$215.0K
30,531
+5%
建仓
SCHB
SCHWAB STRATEGIC TR
+$210.7K
8,840
