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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 16
增持 52
减持 81
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$29.3M
621,381
-1%
增持
VUG
VANGUARD INDEX FDS
+$16.0M
251,839
+5%
减持
NEM
NEWMONT CORP
+$14.9M
577,346
-0%
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
GOOGL
ALPHABET INC
+$14.9M
224,171
-0%
减持
CIEN
CIENA CORP
+$13.6M
218,076
-2%
减持
DEO
DIAGEO PLC
-$9.9M
83,022
-53%
增持
NVDA
NVIDIA CORPORATION
+$9.5M
327,732
+0%
减持
INTC
INTEL CORP
+$8.2M
826,097
-5%
减持
JNJ
JOHNSON & JOHNSON
+$8.2M
258,600
-1%
增持
BRKR
BRUKER CORP
+$8.0M
301,155
+607%
减持
RTX
RTX CORPORATION
+$7.8M
370,174
-0%
增持
EFA
ISHARES TR
+$7.2M
801,714
+6%
减持
SAP
SAP SE
-$6.8M
167,537
-1%
增持
VTI
VANGUARD INDEX FDS
+$6.7M
266,007
+0%
增持
BKR
BAKER HUGHES COMPANY
+$6.4M
608,270
+0%
减持
MSFT
MICROSOFT CORP
+$6.2M
359,189
-1%
减持
BAX
BAXTER INTL INC
-$5.7M
415,656
-17%
减持
MOH
MOLINA HEALTHCARE INC
-$5.7M
38,040
-13%
增持
IJR
ISHARES TR
+$5.5M
427,257
+3%
减持
BLK
BLACKROCK INC
+$5.1M
49,742
-1%
减持
—
TE CONNECTIVITY PLC
+$4.6M
101,751
-3%
增持
FE
FIRSTENERGY CORP
+$4.6M
809,400
+0%
增持
CRM
SALESFORCE INC
-$4.5M
129,711
+0%
减持
GS
GOLDMAN SACHS GROUP INC
+$4.5M
83,314
-5%
增持
GD
GENERAL DYNAMICS CORP
+$4.4M
84,187
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$4.3M
357,936
-4%
减持
—
FLEX LTD
+$4.2M
591,081
-2%
增持
CARR
CARRIER GLOBAL CORPORATION
-$4.1M
425,547
+6%
减持
AZO
AUTOZONE INC
+$3.9M
7,801
-2%
增持
HD
HOME DEPOT INC
+$3.7M
92,098
+0%
增持
CVX
CHEVRON CORP NEW
+$3.5M
251,794
+1%
减持
SYY
SYSCO CORP
+$3.0M
462,025
-0%
减持
PHG
KONINKLIJKE PHILIPS N V
+$3.0M
911,185
-0%
减持
CSCO
CISCO SYS INC
-$2.9M
673,956
-5%
减持
SNY
SANOFI SA
-$2.8M
522,681
-8%
减持
DIS
DISNEY WALT CO
-$2.8M
238,884
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$2.4M
82,265
-11%
减持
SCHW
SCHWAB CHARLES CORP
+$2.4M
747,319
-1%
减持
MEOH
METHANEX CORP
+$2.4M
528,419
-6%
减持
IEMG
ISHARES INC
+$2.2M
403,710
-1%
增持
—
ACCENTURE PLC IRELAND
-$2.2M
42,937
+0%
减持
ALL
ALLSTATE CORP
+$2.1M
190,919
-1%
减持
MCK
MCKESSON CORP
+$2.0M
79,395
-2%
增持
VOO
VANGUARD INDEX FDS
+$2.0M
14,434
+20%
增持
PYPL
PAYPAL HLDGS INC
-$2.0M
333,027
+2%
减持
WBD
WARNER BROS DISCOVERY INC
+$2.0M
254,071
-2%
增持
IEFA
ISHARES TR
+$2.0M
200,026
+8%
减持
—
ASTRAZENECA PLC
+$1.9M
365,300
-2%
减持
COST
COSTCO WHSL CORP NEW
-$1.9M
26,277
-1%
增持
USB
US BANCORP DEL
+$1.9M
550,124
+1%
增持
IWM
ISHARES TR
+$1.8M
38,550
+11%
减持
BX
BLACKSTONE INC
+$1.8M
91,028
-1%
减持
AVGO
BROADCOM INC
+$1.7M
32,596
-0%
增持
GOOG
ALPHABET INC
+$1.7M
24,906
+1%
减持
PG
PROCTER AND GAMBLE CO
-$1.3M
203,608
-1%
减持
KR
KROGER CO
-$1.3M
252,721
-1%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$1.3M
20,590
增持
HON
HONEYWELL INTL INC
-$1.3M
86,055
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
65,157
+1%
增持
SO
SOUTHERN CO
+$1.3M
240,492
+3%
减持
QCOM
QUALCOMM INC
+$1.2M
274,623
-2%
减持
EMBJ
EMBRAER S.A.
+$1.2M
1,428,695
-5%
建仓
IWR
ISHARES TR
+$1.2M
12,144
增持
VNQ
VANGUARD INDEX FDS
+$1.2M
319,685
+1%
减持
GLD
SPDR GOLD TR
+$1.1M
22,392
-0%
减持
IVV
ISHARES TR
+$1.1M
24,678
-1%
增持
META
META PLATFORMS INC
+$1.1M
35,052
+5%
增持
—
HOLOGIC INC
+$1.1M
81,755
+20%
减持
GO
GROCERY OUTLET HLDG CORP
-$1.1M
534,138
-31%
减持
—
EATON CORP PLC
+$1.0M
62,435
-0%
增持
KMI
KINDER MORGAN INC DEL
-$927.9K
1,011,918
+1%
减持
V
VISA INC
-$925.4K
63,331
-0%
增持
APD
AIR PRODS & CHEMS INC
-$920.9K
116,928
+1%
减持
MS
MORGAN STANLEY
+$912.4K
56,026
-1%
减持
PFE
PFIZER INC
-$907.4K
325,863
-14%
减持
WMT
WALMART INC
+$828.9K
641,141
-4%
减持
XVV
ISHARES TR
+$813.9K
225,869
-0%
减持
MRK
MERCK & CO INC
+$813.7K
296,427
-2%
增持
BSV
VANGUARD BD INDEX FDS
+$797.0K
55,470
+22%
减持
SBUX
STARBUCKS CORP
-$795.7K
68,891
-5%
减持
BAC
BANK AMERICA CORP
+$792.1K
231,195
-2%
增持
LLY
ELI LILLY & CO
+$696.4K
21,677
+7%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$636.0K
8,024
-0%
减持
NXT
NEXTRACKER INC
+$633.1K
35,676
-3%
减持
ABBV
ABBVIE INC
+$620.4K
14,356
-1%
增持
TSLA
TESLA INC
+$604.0K
4,504
+2%
减持
CAT
CATERPILLAR INC
+$597.7K
6,912
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$594.9K
92,023
+4%
减持
BDX
BECTON DICKINSON & CO
+$574.0K
47,488
-2%
建仓
USMV
ISHARES TR
+$569.0K
5,981
减持
EMR
EMERSON ELEC CO
-$568.0K
83,524
-3%
减持
TKR
TIMKEN CO
+$562.2K
213,804
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$552.1K
149,273
+1%
减持
O
REALTY INCOME CORP
-$532.7K
210,217
-9%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$516.6K
4,045
+21%
建仓
IWB
ISHARES TR
+$508.7K
1,392
增持
ADBE
ADOBE INC
-$502.4K
15,310
+0%
减持
DGX
QUEST DIAGNOSTICS INC
+$498.2K
64,117
-2%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$477.1K
4,780
减持
—
EXXON MOBIL CORP
+$469.1K
98,462
-0%
建仓
HDV
ISHARES TR
+$442.2K
3,611
增持
VLO
VALERO ENERGY CORP
+$433.0K
11,837
+1%
增持
ORCL
ORACLE CORP
+$380.0K
5,877
+1%
建仓
EFV
ISHARES TR
+$378.8K
5,585
增持
NKE
NIKE INC
+$359.1K
286,414
+4%
减持
BEPC
BROOKFIELD RENEWABLE CORP
+$350.8K
246,557
-1%
增持
SHY
ISHARES TR
+$350.5K
53,806
+8%
增持
IVW
ISHARES TR
+$341.6K
19,830
+6%
增持
MU
MICRON TECHNOLOGY INC
+$334.1K
6,284
+8%
增持
IGIB
ISHARES TR
+$331.1K
74,701
+7%
减持
COLM
COLUMBIA SPORTSWEAR CO
-$323.5K
33,928
-1%
减持
IMAX
IMAX CORP
+$322.7K
82,235
-3%
增持
ESML
ISHARES TR
+$313.2K
50,346
+6%
减持
BLKB
BLACKBAUD INC
-$312.6K
75,813
-6%
增持
IWF
ISHARES TR
+$303.4K
6,236
+1%
减持
PSX
PHILLIPS 66
+$302.7K
19,555
-1%
增持
IEI
ISHARES TR
+$293.6K
32,880
+8%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$291.5K
14,314
-30%
减持
FAST
FASTENAL CO
+$282.3K
42,460
-1%
建仓
SGOV
ISHARES TR
+$272.5K
2,706
增持
MRSH
MARSH & MCLENNAN COS INC
-$269.5K
17,324
+1%
减持
WY
WEYERHAEUSER CO MTN BE
-$267.2K
129,849
-4%
建仓
LOW
LOWES COS INC
+$260.1K
1,035
减持
IJK
ISHARES TR
+$243.9K
49,947
-0%
减持
LW
LAMB WESTON HLDGS INC
-$238.8K
77,462
-15%
减持
—
UNILEVER PLC
-$236.8K
77,917
-2%
建仓
EEMV
ISHARES INC
+$231.6K
3,628
增持
LINE
LINEAGE INC
+$231.2K
39,042
+32%
清仓
—
HESS CORP
-$230.8K
0
-100%
减持
—
MEDTRONIC PLC
+$227.4K
40,119
-3%
建仓
TRV
TRAVELERS COMPANIES INC
+$227.0K
813
建仓
AMD
ADVANCED MICRO DEVICES INC
+$216.0K
1,335
建仓
—
BROOKFIELD WEALTH SOL LTD
+$215.7K
3,150
建仓
FDX
FEDEX CORP
+$206.2K
871
增持
VBR
VANGUARD INDEX FDS
+$198.1K
4,230
+20%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$191.1K
12,352
+2%
增持
IGSB
ISHARES TR
+$181.5K
50,359
+7%
增持
AMZN
AMAZON COM INC
+$175.2K
272,659
+0%
建仓
CRF
CORNERSTONE TOTAL RETURN FD
+$175.2K
21,785
减持
SHEL
SHELL PLC
+$168.9K
213,756
-0%
减持
SCHG
SCHWAB STRATEGIC TR
+$161.7K
84,681
-3%
减持
TFX
TELEFLEX INCORPORATED
+$158.0K
47,677
-1%
减持
PRI
PRIMERICA INC
-$151.1K
1,590
-27%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$146.9K
73,149
-0%
建仓
CLM
CORNERSTONE STRATEGIC INVEST
+$146.0K
17,630
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$136.0K
2,062
+6%
减持
UNH
UNITEDHEALTH GROUP INC
+$133.0K
7,584
-5%
减持
PPG
PPG INDS INC
-$119.5K
11,772
-1%
减持
AMP
AMERIPRISE FINL INC
-$115.9K
1,095
-11%
减持
NEE
NEXTERA ENERGY INC
+$111.2K
18,886
-0%
