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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 14
增持 51
减持 78
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$18.5M
233,322
+4%
减持
MSFT
MICROSOFT CORP
-$17.1M
349,274
-3%
减持
CIEN
CIENA CORP
+$15.1M
200,424
-8%
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
+$9.7M
617,560
-1%
增持
BRKR
BRUKER CORP
+$9.3M
403,995
+34%
增持
LLY
ELI LILLY & CO
+$7.9M
22,776
+5%
减持
HD
HOME DEPOT INC
-$7.8M
85,685
-7%
减持
AZO
AUTOZONE INC
-$7.4M
7,698
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$7.2M
83,712
+0%
减持
NEM
NEWMONT CORP
+$7.1M
559,014
-3%
减持
BLK
BLACKROCK INC
-$5.6M
48,920
-2%
减持
RTX
RTX CORPORATION
+$5.6M
368,345
-0%
减持
JNJ
JOHNSON & JOHNSON
+$5.5M
258,064
-0%
减持
—
ASTRAZENECA PLC
+$5.3M
362,382
-1%
减持
CSCO
CISCO SYS INC
+$5.3M
666,977
-1%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$5.2M
24,648
-77%
减持
MRK
MERCK & CO INC
+$5.2M
285,455
-4%
减持
SYY
SYSCO CORP
-$4.9M
449,206
-3%
减持
NKE
NIKE INC
-$4.8M
237,981
-17%
增持
PFE
PFIZER INC
+$4.6M
519,891
+60%
清仓
—
UNILEVER PLC
-$4.6M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$4.6M
257,227
+2%
建仓
UL
UNILEVER PLC
+$4.5M
68,644
增持
EFA
ISHARES TR
+$4.0M
821,593
+2%
减持
WMT
WALMART INC
+$3.6M
625,721
-2%
减持
AMGN
AMGEN INC
+$3.6M
87,109
-1%
减持
—
EATON CORP PLC
-$3.5M
62,431
-0%
减持
CRM
SALESFORCE INC
+$3.5M
129,104
-0%
减持
APD
AIR PRODS & CHEMS INC
-$3.3M
115,832
-1%
增持
VOO
VANGUARD INDEX FDS
+$3.1M
19,151
+33%
减持
PYPL
PAYPAL HLDGS INC
-$3.1M
328,851
-1%
减持
MCK
MCKESSON CORP
+$3.1M
78,577
-1%
增持
AMZN
AMAZON COM INC
+$3.1M
272,853
+0%
减持
O
REALTY INCOME CORP
-$3.1M
171,503
-18%
增持
SAP
SAP SE
-$3.0M
172,045
+3%
增持
VTI
VANGUARD INDEX FDS
+$2.9M
269,838
+1%
减持
VNQ
VANGUARD INDEX FDS
-$2.9M
297,141
-7%
增持
—
ACCENTURE PLC IRELAND
+$2.9M
50,363
+17%
减持
BAX
BAXTER INTL INC
-$2.9M
347,788
-16%
增持
IVV
ISHARES TR
+$2.9M
28,294
+15%
减持
DEO
DIAGEO PLC
-$2.8M
59,428
-28%
增持
IEFA
ISHARES TR
+$2.8M
226,216
+13%
减持
HON
HONEYWELL INTL INC
-$2.7M
78,869
-8%
增持
BEPC
BROOKFIELD RENEWABLE CORP
+$2.6M
289,948
+18%
减持
PG
PROCTER AND GAMBLE CO
-$2.5M
200,505
-2%
增持
CARR
CARRIER GLOBAL CORPORATION
-$2.4M
434,706
+2%
减持
—
CHUBB LIMITED
+$2.4M
85,652
-1%
减持
INTC
INTEL CORP
-$2.3M
688,659
-17%
减持
SCHW
SCHWAB CHARLES CORP
+$2.1M
735,545
-2%
增持
META
META PLATFORMS INC
-$2.1M
35,785
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$2.0M
356,613
-0%
增持
GOOG
ALPHABET INC
+$1.9M
25,318
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.9M
557,858
-0%
减持
COST
COSTCO WHSL CORP NEW
-$1.8M
26,084
-1%
减持
ALL
ALLSTATE CORP
-$1.8M
188,264
-1%
增持
EMR
EMERSON ELEC CO
+$1.7M
95,670
+15%
增持
SPY
SPDR S&P 500 ETF TR
+$1.6M
82,756
+1%
减持
BX
BLACKSTONE INC
-$1.6M
90,319
-1%
减持
USB
US BANCORP DEL
+$1.6M
528,612
-4%
建仓
SPDW
SPDR INDEX SHS FDS
+$1.6M
35,138
增持
BKR
BAKER HUGHES COMPANY
-$1.6M
616,496
+1%
增持
SO
SOUTHERN CO
-$1.5M
243,626
+1%
减持
WBD
WARNER BROS DISCOVERY INC
+$1.5M
225,789
-11%
减持
FISV
FISERV INC
-$1.4M
22,866
-1%
减持
DGX
QUEST DIAGNOSTICS INC
-$1.4M
62,166
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.4M
165,470
+11%
减持
—
HOLOGIC INC
-$1.4M
55,812
-32%
增持
GO
GROCERY OUTLET HLDG CORP
+$1.4M
982,882
+84%
减持
LW
LAMB WESTON HLDGS INC
-$1.3M
75,375
-3%
减持
MOH
MOLINA HEALTHCARE INC
-$1.3M
34,415
-10%
增持
CCI
CROWN CASTLE INC
+$1.3M
35,188
+86%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$1.3M
19,479
减持
QCOM
QUALCOMM INC
+$1.1M
273,521
-0%
增持
AVGO
BROADCOM INC
+$1.0M
34,054
+4%
增持
KR
KROGER CO
-$1.0M
256,186
+1%
减持
MS
MORGAN STANLEY
+$1.0M
55,862
-0%
减持
—
EXXON MOBIL CORP
-$1.0M
83,901
-15%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$941.0K
19,371
减持
MEOH
METHANEX CORP
-$921.7K
505,819
-4%
减持
FE
FIRSTENERGY CORP
-$878.1K
808,769
-0%
减持
GLD
SPDR GOLD TR
+$872.9K
22,287
-0%
增持
IEMG
ISHARES INC
+$847.2K
408,505
+1%
建仓
ESGU
ISHARES TR
+$817.8K
5,489
减持
ECL
ECOLAB INC
-$773.8K
35,626
-4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$771.6K
8,048
+0%
减持
CVX
CHEVRON CORP NEW
-$734.5K
251,733
-0%
增持
SHY
ISHARES TR
+$729.9K
62,710
+17%
增持
LINE
LINEAGE INC
+$722.3K
63,374
+62%
建仓
—
TRANE TECHNOLOGIES PLC
+$690.8K
1,775
增持
IEI
ISHARES TR
+$681.6K
38,635
+18%
增持
KMI
KINDER MORGAN INC DEL
-$668.5K
1,017,783
+1%
减持
GD
GENERAL DYNAMICS CORP
-$642.4K
83,364
-1%
减持
CAT
CATERPILLAR INC
+$633.0K
6,862
-1%
增持
V
VISA INC
+$607.0K
63,377
+0%
增持
IGIB
ISHARES TR
+$592.1K
85,981
+15%
减持
MU
MICRON TECHNOLOGY INC
+$581.5K
5,719
-9%
减持
BAC
BANK AMERICA CORP
+$573.1K
227,281
-2%
减持
TFX
TELEFLEX INCORPORATED
-$542.3K
43,358
-9%
减持
—
FLEX LTD
+$542.0K
576,083
-3%
减持
—
TE CONNECTIVITY PLC
+$532.8K
100,524
-1%
增持
XVV
ISHARES TR
+$531.3K
230,899
+2%
增持
VO
VANGUARD INDEX FDS
+$525.0K
3,456
+113%
增持
VB
VANGUARD INDEX FDS
+$510.3K
5,008
+63%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$508.9K
10,035
+15%
减持
IVW
ISHARES TR
-$506.6K
15,311
-23%
减持
WY
WEYERHAEUSER CO MTN BE
-$504.5K
114,584
-12%
减持
TKR
TIMKEN CO
+$500.2K
197,005
-8%
增持
BDX
BECTON DICKINSON & CO
+$463.9K
48,190
+1%
建仓
XPEV
XPENG INC
+$446.2K
22,000
减持
FAST
FASTENAL CO
-$444.6K
40,808
-4%
减持
NXT
NEXTPOWER INC
+$428.5K
35,222
-1%
建仓
IGF
ISHARES TR
+$416.5K
6,788
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$398.1K
0
-100%
增持
IGSB
ISHARES TR
+$377.5K
57,642
+14%
减持
BLKB
BLACKBAUD INC
-$366.6K
71,208
-6%
减持
SBUX
STARBUCKS CORP
-$358.1K
64,957
-6%
减持
AGG
ISHARES TR
-$357.8K
17,277
-17%
减持
IJR
ISHARES TR
+$353.5K
425,399
-0%
减持
SHEL
SHELL PLC
-$352.9K
203,281
-5%
增持
BROS
DUTCH BROS INC
+$345.7K
15,351
+35%
清仓
VLUE
ISHARES TR
-$321.6K
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$316.9K
8,458
+0%
减持
MRSH
MARSH & MCLENNAN COS INC
-$316.9K
17,111
-1%
减持
HPQ
HP INC
-$307.9K
47,713
-5%
增持
ORCL
ORACLE CORP
-$298.8K
6,947
+18%
清仓
IVLU
ISHARES TR
-$292.9K
0
-100%
建仓
IR
INGERSOLL RAND INC
+$287.5K
3,629
减持
SNY
SANOFI SA
-$282.8K
503,256
-4%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$265.1K
72,987
-0%
建仓
OTIS
OTIS WORLDWIDE CORP
+$262.2K
3,002
建仓
RY
ROYAL BK CDA
+$255.7K
1,500
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$246.5K
97,327
+6%
建仓
—
MAGNUM ICE CREAM CO NV
+$244.7K
15,436
增持
TSLA
TESLA INC
+$239.3K
4,986
+11%
增持
IWM
ISHARES TR
+$230.7K
38,829
+1%
建仓
AMAT
APPLIED MATLS INC
+$229.0K
891
减持
WM
WASTE MGMT INC DEL
-$224.5K
24,352
-4%
清仓
TXN
TEXAS INSTRS INC
-$222.3K
0
-100%
增持
WAT
WATERS CORP
+$220.8K
2,752
+0%
清仓
DHR
DANAHER CORPORATION
-$210.1K
0
-100%
清仓
ADSK
AUTODESK INC
-$207.1K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$204.4K
2,184
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$198.0K
7,673
-10%
减持
ADBE
ADOBE INC
-$195.6K
14,872
-3%
减持
EMBJ
EMBRAER S.A.
-$188.3K
1,337,065
-6%
增持
ALK
ALASKA AIR GROUP INC
+$180.7K
23,373
+17%
减持
QUAL
ISHARES TR
-$179.8K
1,305
-42%
减持
VYM
VANGUARD WHITEHALL FDS
-$174.4K
4,045
-24%
增持
BSV
VANGUARD BD INDEX FDS
+$169.3K
57,688
+4%
增持
DIS
DISNEY WALT CO
+$164.8K
240,296
+1%
