13F 机构持仓

BECKER CAPITAL MANAGEMENT INC

Portland OR · SEC CIK 0000799004

2026Q22026Q1 更早 9 个季度 🔒
$34.02亿2026Q1 申报市值
298持仓数
28.6%前十大占比 · 第一大 4.6%
11 / 13新建仓 / 清仓
申报市值走势$37.20亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 4.6%
MSFT 3.9%
VUG 3.4%
JPM 3.0%
VTI 2.6%
EFA 2.6%
WMT 2.2%
EMBJ 2.2%
GOOGL 2.1%
GS 2.0%

2026Q1 买入最多 按季末市值估算

AZN 新建仓+$3,489.10万
UNP 加仓+$1,788.15万
GO 加仓+$1,124.18万
NOW 加仓+$1,033.19万
ISTB 新建仓+$973.18万

2026Q1 卖出最多 按季末市值估算

AZN 清仓-$3,331.38万
CIEN 减仓-$2,281.05万
NEM 减仓-$994.16万
IJR 减仓-$742.45万
CRM 减仓-$734.83万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
AZN ASTRAZENECA PLC $00.00%0 -181,191-100.0% -$3,331.38万 清仓
MOH MOLINA HEALTHCARE INC $00.00%0 -34,415-100.0% -$597.24万 清仓
SPDW SPDR INDEX SHS FDS $00.00%0 -35,138-100.0% -$156.05万 清仓
FISV FISERV INC $00.00%0 -22,866-100.0% -$153.59万 清仓
TLT ISHARES TR $00.00%0 -14,830-100.0% -$129.26万 清仓
BIV VANGUARD BD INDEX FDS $00.00%0 -11,333-100.0% -$88.26万 清仓
MGA MAGNA INTL INC $00.00%0 -9,869-100.0% -$52.60万 清仓
IGF ISHARES TR $00.00%0 -6,788-100.0% -$41.65万 清仓
ISRG INTUITIVE SURGICAL INC $00.00%0 -597-100.0% -$33.81万 清仓
LOW LOWES COS INC $00.00%0 -1,039-100.0% -$25.06万 清仓
PAYX PAYCHEX INC $00.00%0 -2,068-100.0% -$23.20万 清仓
BNT BROOKFIELD WEALTH SOL LTD $00.00%0 —— — 申报中断
IP INTERNATIONAL PAPER CO $00.00%0 -5,499-100.0% -$21.66万 清仓
— REVIVA PHARMACEUTCLS HLDGS I $00.00%0 -32,580-100.0% -$9,090 清仓
— TRINITY BIOTECH INVT LTD $9,7600.00%18,000 00.0% — 不变
CLM CORNERSTONE STRATEGIC INVEST $16.04万0.00%22,037 2,56613.2% $1.87万 加仓
BDJ BLACKROCK ENHANCED EQUITY DI $16.22万0.00%18,811 00.0% — 不变
F FORD MTR CO $16.22万0.00%14,057 1,45811.6% $1.68万 加仓
CRF CORNERSTONE TOTAL RETURN FD $16.26万0.00%23,390 1,4156.4% $9,834 加仓
PGR PROGRESSIVE CORP $20.24万0.01%1,021 -5-0.5% -$991 减仓
PWR QUANTA SVCS INC $20.31万0.01%370 370— $20.31万 新建仓
SCHB SCHWAB STRATEGIC TR $20.93万0.01%8,340 00.0% — 不变
CDC VICTORY PORTFOLIOS II $21.02万0.01%2,943 2,943— $21.02万 新建仓
SCHA SCHWAB STRATEGIC TR $21.30万0.01%7,325 -160-2.1% -$4,653 减仓
COF CAPITAL ONE FINL CORP $21.53万0.01%1,180 252.2% $4,562 加仓
ITW ILLINOIS TOOL WKS INC $21.78万0.01%831 -114-12.1% -$2.99万 减仓
LSCC LATTICE SEMICONDUCTOR CORP $22.18万0.01%2,391 2,391— $22.18万 新建仓
FTEC FIDELITY COVINGTON TRUST $22.41万0.01%1,077 1,077— $22.41万 新建仓
BSX BOSTON SCIENTIFIC CORP $22.95万0.01%3,658 1343.8% $8,409 加仓
DASH DOORDASH INC $22.97万0.01%1,530 -2-0.1% -$300 减仓
OTIS OTIS WORLDWIDE CORP $23.06万0.01%2,991 -11-0.4% -$848 减仓
MICC MAGNUM ICE CREAM CO NV $23.08万0.01%15,436 00.0% — 不变
EEMV ISHARES INC $23.48万0.01%3,628 00.0% — 不变
RY ROYAL BK CDA $24.27万0.01%1,500 00.0% — 不变
AXP AMERICAN EXPRESS CO $24.44万0.01%808 -11-1.3% -$3,327 减仓
AMD ADVANCED MICRO DEVICES INC $24.51万0.01%1,205 191.6% $3,865 加仓
QUAL ISHARES TR $24.74万0.01%1,290 -15-1.1% -$2,877 减仓
SHW SHERWIN WILLIAMS CO $25.58万0.01%798 -2-0.2% -$641 减仓
GIS GENERAL MILLS INC $25.68万0.01%6,899 -21-0.3% -$782 减仓
CATH GLOBAL X FDS $26.22万0.01%3,355 00.0% — 不变
STT STATE STR CORP $26.51万0.01%2,095 -19-0.9% -$2,405 减仓
MNST MONSTER BEVERAGE CORP NEW $27.22万0.01%3,757 -206-5.2% -$1.49万 减仓
VT VANGUARD INTL EQUITY INDEX F $27.66万0.01%2,000 2,000— $27.66万 新建仓
COP CONOCOPHILLIPS $27.83万0.01%2,108 -76-3.5% -$1.00万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $28.22万0.01%4,780 00.0% — 不变
VOOV VANGUARD ADMIRAL FDS INC $28.80万0.01%1,413 -263-15.7% -$5.36万 减仓
COLB COLUMBIA BKG SYS INC $28.83万0.01%10,510 10,510— $28.83万 新建仓
IR INGERSOLL RAND INC $28.98万0.01%3,617 -12-0.3% -$961 减仓
SDY SPDR SERIES TRUST $29.32万0.01%2,009 00.0% — 不变
MO ALTRIA GROUP INC $29.55万0.01%4,408 -74-1.7% -$4,961 减仓
AMAT APPLIED MATLS INC $29.77万0.01%871 -20-2.2% -$6,837 减仓
TSN TYSON FOODS INC $29.95万0.01%4,675 -14,349-75.4% -$91.93万 减仓
TRV TRAVELERS COMPANIES INC $30.33万0.01%1,040 -47-4.3% -$1.37万 减仓
IEV ISHARES TR $30.57万0.01%4,500 00.0% — 不变
FDX FEDEX CORP $31.18万0.01%873 -10-1.1% -$3,571 减仓
ABNB AIRBNB INC $31.25万0.01%2,475 23110.3% $2.92万 加仓
PLD PROLOGIS INC. $31.47万0.01%2,381 -105-4.2% -$1.39万 减仓
TMC TMC THE METALS COMPANY INC $31.69万0.01%67,862 -12,000-15.0% -$5.60万 减仓
NFLX NETFLIX INC. $32.69万0.01%3,400 -140-4.0% -$1.35万 减仓
SGOV ISHARES TR $33.03万0.01%3,281 67025.7% $6.74万 加仓
ADI ANALOG DEVICES INC $33.56万0.01%1,055 -148-12.3% -$4.71万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $34.66万0.01%4,282 -17-0.4% -$1,376 减仓
IWS ISHARES TR $34.90万0.01%2,395 10.0% $146 加仓
BKNG BOOKING HOLDINGS INC $34.95万0.01%83 33.8% $1.26万 加仓
PH PARKER-HANNIFIN CORP $35.00万0.01%391 30.8% $2,686 加仓
KO COCA COLA CO $35.78万0.01%4,671 -86-1.8% -$6,587 减仓
IDA IDACORP INC $35.80万0.01%2,504 2,504— $35.80万 新建仓
SOXX ISHARES TR $36.48万0.01%1,110 00.0% — 不变
PCAR PACCAR INC $36.95万0.01%3,199 -20-0.6% -$2,310 减仓
ZTS ZOETIS INC $37.31万0.01%3,156 -18-0.6% -$2,128 减仓
XPEV XPENG INC $37.64万0.01%22,000 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $38.28万0.01%2,920 -29-1.0% -$3,801 减仓
SOLV SOLVENTUM CORP $39.49万0.01%6,048 -365-5.7% -$2.38万 减仓
TGT TARGET CORP $39.52万0.01%3,261 -125-3.7% -$1.52万 减仓
PKG PACKAGING CORP AMER $39.78万0.01%1,863 -3-0.2% -$641 减仓
PRI PRIMERICA INC $39.83万0.01%1,590 -1-0.1% -$250 减仓
EFV ISHARES TR $40.26万0.01%5,415 -170-3.0% -$1.26万 减仓
HDV ISHARES TR $40.53万0.01%2,986 -350-10.5% -$4.75万 减仓
CMCSA COMCAST CORP NEW $41.34万0.01%14,399 1,75013.8% $5.02万 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $41.51万0.01%1,470 -6-0.4% -$1,694 减仓
C CITIGROUP INC $43.96万0.01%3,876 -627-13.9% -$7.11万 减仓
HPQ HP INC $44.33万0.01%22,709 -25,004-52.4% -$48.81万 减仓
DSI ISHARES TR $44.95万0.01%3,709 3,709— $44.95万 新建仓
EPP ISHARES INC $45.46万0.01%8,554 00.0% — 不变
AMP AMERIPRISE FINL INC $46.88万0.01%1,055 -41-3.7% -$1.82万 减仓
ORCL ORACLE CORP $47.03万0.01%3,197 -3,750-54.0% -$55.17万 减仓
VO VANGUARD INDEX FDS $47.27万0.01%1,646 -1,810-52.4% -$51.98万 减仓
MDLZ MONDELEZ INTL INC $47.38万0.01%8,150 -133-1.6% -$7,733 减仓
IWB ISHARES TR $49.63万0.01%1,392 00.0% — 不变
DFUS DIMENSIONAL ETF TRUST $49.98万0.01%7,049 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $50.05万0.01%8,252 2583.2% $1.56万 加仓
— WARNER BROS DISCOVERY INC $50.51万0.01%18,395 -207,394-91.9% -$569.50万 减仓
MKC MCCORMICK & CO INC $50.98万0.01%10,107 971.0% $4,893 加仓
PM PHILIP MORRIS INTL INC $51.02万0.01%3,058 -60-1.9% -$1.00万 减仓
ADP AUTOMATIC DATA PROCESSING IN $51.08万0.02%2,493 -283-10.2% -$5.80万 减仓
IUSV ISHARES TR $51.26万0.02%5,013 00.0% — 不变
SCZ ISHARES TR $51.63万0.02%6,584 00.0% — 不变
CSX CSX CORP $51.96万0.02%12,658 -57-0.4% -$2,340 减仓
MUB ISHARES TR $52.39万0.02%4,935 1,15930.7% $12.30万 加仓
POR PORTLAND GEN ELEC CO $53.30万0.02%10,000 -179-1.8% -$9,540 减仓