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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 7
增持 42
减持 91
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$36.1M
358,900
+3%
建仓
—
ASTRAZENECA PLC
+$34.9M
176,914
清仓
—
ASTRAZENECA PLC
-$33.3M
0
-100%
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
UNP
UNION PAC CORP
+$18.1M
96,169
+328%
减持
CRM
SALESFORCE INC
-$17.5M
89,739
-30%
增持
CVX
CHEVRON CORPORATION
+$14.1M
253,375
+1%
减持
EMBJ
EMBRAER S.A.
-$12.4M
1,243,347
-7%
减持
AAPL
APPLE INC
-$12.3M
612,934
-1%
增持
SAP
SAP SE
-$12.1M
173,354
+1%
减持
JPM
JPMORGAN CHASE & CO
-$11.9M
350,079
-2%
减持
PYPL
PAYPAL HLDGS INC
-$11.7M
166,536
-49%
增持
NOW
SERVICENOW INC
+$10.1M
103,543
+2094%
建仓
ISTB
ISHARES TR
+$9.7M
200,821
增持
VUG
VANGUARD INDEX FDS
-$8.4M
267,987
+4%
增持
EFA
ISHARES TR
+$8.3M
897,368
+9%
增持
GO
GROCERY OUTLET HLDG CORP
+$8.2M
2,577,463
+162%
增持
QCOM
QUALCOMM INC
-$8.1M
300,084
+10%
减持
CIEN
CIENA CORP
+$8.1M
141,669
-29%
减持
MEOH
METHANEX CORP
+$7.6M
465,863
-8%
减持
AMZN
AMAZON COM INC
-$7.3M
267,126
-2%
减持
JNJ
JOHNSON & JOHNSON
+$7.1M
247,678
-4%
减持
BKR
BAKER HUGHES COMPANY
+$6.1M
560,281
-9%
减持
WBD
WARNER BROS DISCOVERY INC
-$6.0M
18,395
-92%
清仓
MOH
MOLINA HEALTHCARE INC
-$6.0M
0
-100%
减持
BLK
BLACKROCK INC
-$5.8M
48,434
-1%
减持
IJR
ISHARES TR
-$5.7M
365,673
-14%
减持
WMT
WALMART INC
+$5.6M
604,952
-3%
增持
FE
FIRSTENERGY CORP
+$5.4M
821,382
+2%
减持
NEM
NEWMONT CORP
-$5.2M
467,175
-16%
减持
KMI
KINDER MORGAN INC DEL
+$5.0M
984,314
-3%
减持
SCHW
SCHWAB CHARLES CORP
-$5.0M
728,994
-1%
减持
DIS
DISNEY WALT CO
-$4.9M
234,799
-2%
减持
GS
GOLDMAN SACHS GROUP INC
-$4.7M
81,476
-3%
增持
—
EXXON MOBIL CORP
+$4.3M
84,817
+1%
减持
—
ACCENTURE PLC IRELAND
-$4.2M
46,749
-7%
减持
IVV
ISHARES TR
-$4.1M
23,439
-17%
增持
SHY
ISHARES TR
+$4.1M
112,160
+79%
增持
BRKR
BRUKER CORP
-$4.0M
416,548
+3%
增持
IEI
ISHARES TR
+$3.9M
71,648
+85%
减持
BX
BLACKSTONE INC
-$3.6M
89,608
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$3.6M
524,584
-6%
减持
META
META PLATFORMS INC
-$3.6M
34,986
-2%
增持
VOO
VANGUARD INDEX FDS
+$3.5M
26,038
+36%
减持
—
TE CONNECTIVITY PLC
-$3.5M
92,613
-8%
增持
HON
HONEYWELL INTL INC
+$3.5M
83,579
+6%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$3.5M
81,489
-2%
增持
IGIB
ISHARES TR
+$3.4M
151,188
+76%
减持
—
HOLOGIC INC
-$3.4M
10,509
-81%
减持
COST
COSTCO WHOLESALE CORPORATION
+$3.4M
25,936
-1%
减持
APD
AIR PRODUCTS AND CHEMICALS I
+$3.2M
109,471
-5%
减持
ADBE
ADOBE INC
-$3.0M
8,946
-40%
增持
GOOGL
ALPHABET INC
-$3.0M
243,663
+4%
减持
SHEL
SHELL PLC
+$2.7M
189,292
-7%
增持
IEFA
ISHARES TR
+$2.7M
252,963
+12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.6M
62,874
-4%
增持
LLY
ELI LILLY & CO
-$2.6M
23,766
+4%
减持
MRK
MERCK & CO INC
+$2.6M
271,104
-5%
减持
BLKB
BLACKBAUD INC
-$2.5M
52,671
-26%
减持
SYY
SYSCO CORP
-$2.3M
431,809
-4%
增持
VTI
VANGUARD INDEX FDS
-$2.3M
274,980
+2%
减持
RTX
RTX CORPORATION
-$2.2M
338,682
-8%
减持
USB
US BANCORP
-$2.1M
501,714
-5%
减持
BAX
BAXTER INTL INC
-$2.1M
271,603
-22%
减持
INTC
INTEL CORP
-$2.0M
530,699
-23%
减持
BSV
VANGUARD BD INDEX FDS
-$1.9M
33,853
-41%
减持
WY
WEYERHAEUSER CO
-$1.9M
33,788
-71%
减持
TKR
TIMKEN CO
+$1.8M
182,875
-7%
增持
IGSB
ISHARES TR
+$1.8M
92,415
+60%
增持
BAC
BANK AMERICA CORP
+$1.8M
293,082
+29%
减持
—
FLEXTRONICS INTL LTD
+$1.8M
558,598
-3%
增持
BDX
BECTON DICKINSON & CO
-$1.7M
48,460
+1%
增持
WAT
WATERS CORP
+$1.7M
9,315
+238%
减持
SO
SOUTHERN CO
+$1.7M
237,892
-2%
减持
—
EATON CORP PLC
+$1.7M
60,377
-3%
减持
AMGN
AMGEN INC
+$1.6M
85,675
-2%
清仓
SPDW
SPDR INDEX SHS FDS
-$1.6M
0
-100%
减持
IEMG
ISHARES INC
-$1.5M
371,531
-9%
清仓
FISV
FISERV INC
-$1.5M
0
-100%
减持
IWD
ISHARES TR
-$1.5M
6,575
-53%
增持
DGX
QUEST DIAGNOSTICS INC
+$1.5M
62,849
+1%
减持
HD
HOME DEPOT INC
-$1.4M
85,312
-0%
增持
V
VISA INC
-$1.3M
69,172
+9%
增持
BEPC
BROOKFIELD RENEWABLE CORP
+$1.3M
311,977
+8%
减持
KR
KROGER CO
+$1.3M
239,300
-7%
清仓
TLT
ISHARES TR
-$1.3M
0
-100%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$1.2M
59,110
-19%
减持
MMM
3M CO
-$1.2M
21,857
-19%
增持
WM
WASTE MGMT INC DEL
+$1.2M
28,344
+16%
减持
MCK
MCKESSON CORP
-$1.1M
73,184
-7%
减持
NXT
NEXTPOWER INC
+$1.1M
34,720
-1%
减持
PHG
KONINKLIJKE PHILIPS N V
-$1.1M
863,809
-6%
增持
NKE
NIKE INC
-$1.1M
266,304
+12%
增持
NVDA
NVIDIA CORPORATION
-$1.0M
344,278
+5%
减持
VLO
VALERO ENERGY CORP
+$1.0M
11,942
-0%
减持
PSX
PHILLIPS 66
+$998.6K
19,191
-1%
减持
EMR
EMERSON ELEC CO
-$945.7K
89,693
-6%
减持
ALL
ALLSTATE CORP
-$940.4K
184,391
-2%
增持
CAT
CATERPILLAR INC
+$937.5K
6,872
+0%
建仓
TRU
TRANSUNION
+$899.8K
13,005
减持
DEO
DIAGEO PLC
-$890.5K
56,902
-4%
减持
ORCL
ORACLE CORP
-$883.7K
3,197
-54%
清仓
BIV
VANGUARD BD INDEX FDS
-$882.6K
0
-100%
减持
AGG
ISHARES TR
-$855.9K
8,761
-49%
减持
PFE
PFIZER INC
+$826.4K
490,446
-6%
减持
AZO
AUTOZONE INC
-$821.7K
7,486
-3%
减持
TSN
TYSON FOODS INC
-$815.7K
4,675
-75%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$795.3K
7,869
-2%
增持
GLD
SPDR GOLD TR
+$759.5K
22,292
+0%
减持
—
CHUBB LTD SWITZ
+$755.9K
84,344
-2%
减持
MS
MORGAN STANLEY
-$743.1K
55,746
-0%
减持
CSCO
CISCO SYS INC
-$742.5K
652,594
-2%
减持
GOOG
ALPHABET INC
-$688.1K
25,297
-0%
增持
LW
LAMB WESTON HLDGS INC
+$649.1K
90,075
+20%
减持
HPQ
HP INC
-$634.1K
22,709
-52%
增持
VNQ
VANGUARD INDEX FDS
+$627.6K
303,513
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$597.9K
7,033
-7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$589.1K
9,832
-2%
减持
O
REALTY INCOME CORP
-$555.8K
149,551
-13%
减持
VB
VANGUARD INDEX FDS
-$534.4K
2,892
-42%
增持
UL
UNILEVER PLC
-$532.9K
68,778
+0%
减持
VO
VANGUARD INDEX FDS
-$530.4K
1,646
-52%
清仓
MGA
MAGNA INTL INC
-$526.0K
0
-100%
减持
TSLA
TESLA INC
-$512.6K
4,653
-7%
增持
ECL
ECOLAB INC
+$509.1K
37,067
+4%
减持
CARR
CARRIER GLOBAL CORPORATION
+$503.5K
416,859
-4%
增持
XLE
SELECT SECTOR SPDR TR
+$492.4K
29,744
+0%
减持
SNY
SANOFI SA
-$471.5K
496,394
-1%
减持
—
MEDTRONIC PLC
-$467.3K
37,281
-3%
建仓
DSI
ISHARES TR
+$449.5K
3,709
减持
GD
GENERAL DYNAMICS CORP
+$429.5K
83,022
-0%
清仓
IGF
ISHARES TR
-$416.5K
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
-$409.7K
80,231
-5%
增持
VXUS
VANGUARD STAR FDS
+$389.8K
10,493
+89%
建仓
IDA
IDACORP INC
+$358.0K
2,504
减持
SOLS
SOLSTICE ADVANCED MATLS INC
-$355.7K
7,686
-60%
减持
LRCX
LAM RESEARCH CORP
+$352.9K
8,428
-0%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$350.2K
18,888
-23%
清仓
ISRG
INTUITIVE SURGICAL INC
-$338.1K
0
-100%
减持
ALK
ALASKA AIR GROUP INC
-$333.0K
22,911
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$327.9K
166,429
+1%
减持
CVS
CVS HEALTH CORP
-$313.9K
17,816
-11%
建仓
COLB
COLUMBIA BKG SYS INC
+$288.3K
10,510
增持
SUB
ISHARES TR
+$286.7K
12,741
+27%
减持
PG
PROCTER & GAMBLE CO
-$279.8K
196,999
-2%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$276.6K
2,000
增持
QQQ
INVESCO QQQ TR
-$260.8K
7,391
+0%
减持
FAST
FASTENAL CO
+$255.5K
40,800
-0%
清仓
LOW
LOWES COS INC
-$250.6K
0
-100%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$247.4K
19,464
-0%
减持
ABT
ABBOTT LABORATORIES
-$244.6K
9,871
-2%
