BECKER CAPITAL MANAGEMENT INC
Portland OR · SEC CIK 0000799004
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| USMV | ISHARES TR | $55.47万 | 0.02% | 5,981 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $56.14万 | 0.02% | 1,765 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $58.54万 | 0.02% | 7,686 | -11,685 | -60.3% | -$88.99万 | 减仓 |
| GTLB | GITLAB INC | $59.29万 | 0.02% | 27,397 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $59.61万 | 0.02% | 1,193 | 34 | 2.9% | $1.70万 | 加仓 |
| GLW | CORNING INC | $59.70万 | 0.02% | 4,391 | -364 | -7.7% | -$4.95万 | 减仓 |
| TJX | TJX COS INC NEW | $60.85万 | 0.02% | 3,810 | 149 | 4.1% | $2.38万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $61.00万 | 0.02% | 24,646 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $64.16万 | 0.02% | 22,131 | -1,072 | -4.6% | -$3.11万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $65.61万 | 0.02% | 3,153 | 41 | 1.3% | $8,532 | 加仓 |
| VV | VANGUARD INDEX FDS | $65.90万 | 0.02% | 2,205 | -18 | -0.8% | -$5,379 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $67.22万 | 0.02% | 1,613 | -162 | -9.1% | -$6.75万 | 减仓 |
| EWU | ISHARES TR | $69.98万 | 0.02% | 15,360 | -323 | -2.1% | -$1.47万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $70.10万 | 0.02% | 4,457 | 43 | 1.0% | $6,763 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $70.75万 | 0.02% | 2,465 | -7 | -0.3% | -$2,009 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $71.64万 | 0.02% | 4,838 | 793 | 19.6% | $11.74万 | 加仓 |
| PWRD | TCW ETF TRUST | $72.35万 | 0.02% | 7,400 | -576 | -7.2% | -$5.63万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $72.97万 | 0.02% | 13,144 | -1,170 | -8.2% | -$6.50万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $73.00万 | 0.02% | 2,154 | -4 | -0.2% | -$1,356 | 减仓 |
| VB | VANGUARD INDEX FDS | $75.75万 | 0.02% | 2,892 | -2,116 | -42.3% | -$55.42万 | 减仓 |
| VGT | VANGUARD WORLD FD | $76.54万 | 0.02% | 1,097 | -7 | -0.6% | -$4,884 | 减仓 |
| ESGU | ISHARES TR | $77.63万 | 0.02% | 5,489 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $77.77万 | 0.02% | 15,351 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $79.11万 | 0.02% | 20,590 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $79.42万 | 0.02% | 2,689 | -141 | -5.0% | -$4.16万 | 减仓 |
| — | HOLOGIC INC | $79.44万 | 0.02% | 10,509 | -45,303 | -81.2% | -$342.45万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $80.91万 | 0.02% | 10,493 | 4,935 | 88.8% | $38.06万 | 加仓 |
| WY | WEYERHAEUSER CO | $82.54万 | 0.02% | 33,788 | -80,796 | -70.5% | -$197.38万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $83.35万 | 0.02% | 4,523 | -153 | -3.3% | -$2.82万 | 减仓 |
| GEV | GE VERNOVA INC | $83.50万 | 0.02% | 956 | -1 | -0.1% | -$873 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $84.27万 | 0.02% | 22,911 | -462 | -2.0% | -$1.70万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $84.46万 | 0.02% | 6,060 | -164 | -2.6% | -$2.29万 | 减仓 |
| BA | BOEING CO | $86.83万 | 0.03% | 4,362 | -115 | -2.6% | -$2.29万 | 减仓 |
| AGG | ISHARES TR | $86.97万 | 0.03% | 8,761 | -8,516 | -49.3% | -$84.54万 | 减仓 |
| TRU | TRANSUNION | $89.98万 | 0.03% | 13,005 | 13,005 | — | $89.98万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $92.05万 | 0.03% | 4,237 | 7 | 0.2% | $1,521 | 加仓 |
| IJH | ISHARES TR | $92.29万 | 0.03% | 13,666 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $92.44万 | 0.03% | 7,800 | 2,202 | 39.3% | $26.10万 | 加仓 |
| IWN | ISHARES TR | $93.37万 | 0.03% | 4,925 | -101 | -2.0% | -$1.91万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $95.37万 | 0.03% | 5,949 | -58 | -1.0% | -$9,299 | 减仓 |
| AFL | AFLAC INC | $99.66万 | 0.03% | 9,084 | 18 | 0.2% | $1,975 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $99.87万 | 0.03% | 9,105 | -895 | -8.9% | -$9.82万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $101.34万 | 0.03% | 9,871 | -170 | -1.7% | -$1.75万 | 减仓 |
| VTR | VENTAS INC | $102.40万 | 0.03% | 12,517 | -804 | -6.0% | -$6.58万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $102.70万 | 0.03% | 3,480 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $102.87万 | 0.03% | 19,464 | -15 | -0.1% | -$793 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $106.56万 | 0.03% | 1,763 | -68 | -3.7% | -$4.11万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $107.65万 | 0.03% | 5,609 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $110.93万 | 0.03% | 17,709 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $111.05万 | 0.03% | 3,907 | -57 | -1.4% | -$1.62万 | 减仓 |
| WFC | WELLS FARGO & CO | $113.59万 | 0.03% | 14,268 | -503 | -3.4% | -$4.00万 | 减仓 |
| PPG | PPG INDS INC | $114.34万 | 0.03% | 10,698 | -425 | -3.8% | -$4.54万 | 减仓 |
| ACWI | ISHARES TR | $114.85万 | 0.03% | 8,300 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES INC | $116.46万 | 0.03% | 16,422 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $118.08万 | 0.03% | 12,144 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $119.92万 | 0.04% | 15,213 | -57 | -0.4% | -$4,493 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $122.04万 | 0.04% | 18,888 | -5,760 | -23.4% | -$37.22万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $126.33万 | 0.04% | 8,636 | 963 | 12.6% | $14.09万 | 加仓 |
| CVS | CVS HEALTH CORP | $127.95万 | 0.04% | 17,816 | -2,263 | -11.3% | -$16.25万 | 减仓 |
| SUB | ISHARES TR | $135.69万 | 0.04% | 12,741 | 2,711 | 27.0% | $28.87万 | 加仓 |
| IWD | ISHARES TR | $140.49万 | 0.04% | 6,575 | -7,379 | -52.9% | -$157.67万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $141.91万 | 0.04% | 10,678 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $142.93万 | 0.04% | 9,357 | -84 | -0.9% | -$1.28万 | 减仓 |
| PEP | PEPSICO INC | $149.45万 | 0.04% | 9,624 | -296 | -3.0% | -$4.60万 | 减仓 |
| IUSG | ISHARES TR | $152.11万 | 0.04% | 9,807 | -639 | -6.1% | -$9.91万 | 减仓 |
| SYK | STRYKER CORPORATION | $155.61万 | 0.05% | 4,723 | 13 | 0.3% | $4,283 | 加仓 |
| TSLA | TESLA INC | $172.98万 | 0.05% | 4,653 | -333 | -6.7% | -$12.38万 | 减仓 |
| IVW | ISHARES TR | $178.52万 | 0.05% | 15,783 | 472 | 3.1% | $5.34万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $180.29万 | 0.05% | 8,428 | -30 | -0.4% | -$6,418 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $181.84万 | 0.05% | 5,380 | -339 | -5.9% | -$11.46万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $182.21万 | 0.05% | 29,744 | 3 | 0.0% | $184 | 加仓 |
| MCD | MCDONALDS CORP | $182.34万 | 0.05% | 5,867 | -6 | -0.1% | -$1,865 | 减仓 |
| NEE | NEXTERA ENERGY INC | $182.50万 | 0.05% | 19,649 | -113 | -0.6% | -$1.05万 | 减仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $184.63万 | 0.05% | 33,686 | -242 | -0.7% | -$1.33万 | 减仓 |
| IJT | ISHARES TR | $185.24万 | 0.05% | 12,801 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $189.31万 | 0.06% | 40,800 | -8 | -0.0% | -$371 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $190.31万 | 0.06% | 7,033 | -543 | -7.2% | -$14.69万 | 减仓 |
| BLKB | BLACKBAUD INC | $203.36万 | 0.06% | 52,671 | -18,537 | -26.0% | -$71.57万 | 减仓 |
| ADBE | ADOBE INC | $217.46万 | 0.06% | 8,946 | -5,926 | -39.8% | -$144.05万 | 减仓 |
| LINE | LINEAGE INC | $225.61万 | 0.07% | 67,766 | 4,392 | 6.9% | $14.62万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $229.49万 | 0.07% | 11,697 | -16 | -0.1% | -$3,139 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $233.71万 | 0.07% | 80,231 | -3,975 | -4.7% | -$11.58万 | 减仓 |
| ESML | ISHARES TR | $237.71万 | 0.07% | 50,556 | 3,075 | 6.5% | $14.46万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $238.32万 | 0.07% | 9,832 | -203 | -2.0% | -$4.92万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $240.20万 | 0.07% | 3,885 | -160 | -4.0% | -$9.89万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $253.41万 | 0.07% | 11,783 | -467 | -3.8% | -$10.04万 | 减仓 |
| IMAX | IMAX CORP | $263.98万 | 0.08% | 69,450 | -4,815 | -6.5% | -$18.30万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $265.44万 | 0.08% | 33,853 | -23,835 | -41.3% | -$186.89万 | 减仓 |
| APH | AMPHENOL CORP | $274.74万 | 0.08% | 21,701 | -11 | -0.1% | -$1,393 | 减仓 |
| WAT | WATERS CORP | $277.40万 | 0.08% | 9,315 | 6,563 | 238.5% | $195.45万 | 加仓 |
| IWF | ISHARES TR | $279.07万 | 0.08% | 6,545 | 372 | 6.0% | $15.86万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.08% | 4 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $294.29万 | 0.09% | 16,967 | -144 | -0.8% | -$2.50万 | 减仓 |
| VLO | VALERO ENERGY CORP | $295.06万 | 0.09% | 11,942 | -23 | -0.2% | -$5,683 | 减仓 |
| EWJ | ISHARES INC | $295.08万 | 0.09% | 34,946 | -125 | -0.4% | -$1.06万 | 减仓 |
| CCI | CROWN CASTLE INC | $296.06万 | 0.09% | 36,411 | 1,223 | 3.5% | $9.94万 | 加仓 |
| IJS | ISHARES TR | $303.36万 | 0.09% | 25,611 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $317.43万 | 0.09% | 21,857 | -5,275 | -19.4% | -$76.61万 | 减仓 |
| ABBV | ABBVIE INC | $321.86万 | 0.09% | 14,799 | 1 | 0.0% | $217 | 加仓 |
| IWP | ISHARES TR | $322.88万 | 0.09% | 25,201 | 0 | 0.0% | — | 不变 |