BECKER CAPITAL MANAGEMENT INC
Portland OR · SEC CIK 0000799004
$37.20亿2026Q2 申报市值
303持仓数
29.6%前十大占比 · 第一大 4.9%
13 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TRU 加仓+$1,808.29万
HONA 新建仓+$1,008.32万
NOW 加仓+$965.03万
MSFT 加仓+$764.39万
ALK 加仓+$740.25万
2026Q2 卖出最多 按季末市值估算
INTC 减仓-$2,965.33万
HON 减仓-$822.18万
CIEN 减仓-$719.06万
SNY 减仓-$639.58万
VTI 减仓-$546.22万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SOLS | SOLSTICE ADVANCED MATLS INC | $59.88万 | 0.02% | 6,758 | -928 | -12.1% | -$8.22万 | 减仓 |
| CME | CME GROUP INC | $60.35万 | 0.02% | 2,733 | 44 | 1.6% | $9,717 | 加仓 |
| CSX | CSX CORP | $60.81万 | 0.02% | 12,793 | 135 | 1.1% | $6,417 | 加仓 |
| TJX | TJX COS INC NEW | $60.99万 | 0.02% | 4,026 | 216 | 5.7% | $3.27万 | 加仓 |
| MUB | ISHARES TR | $64.38万 | 0.02% | 5,982 | 1,047 | 21.2% | $11.27万 | 加仓 |
| OEF | ISHARES TR | $64.58万 | 0.02% | 1,765 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $67.38万 | 0.02% | 1,312 | 119 | 10.0% | $6.11万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $68.27万 | 0.02% | 24,646 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $68.92万 | 0.02% | 14,938 | -422 | -2.7% | -$1.95万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $69.76万 | 0.02% | 20,955 | 365 | 1.8% | $1.22万 | 加仓 |
| SOXX | ISHARES TR | $71.12万 | 0.02% | 1,110 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $72.67万 | 0.02% | 4,599 | -239 | -4.9% | -$3.78万 | 减仓 |
| WY | WEYERHAEUSER CO | $72.98万 | 0.02% | 30,484 | -3,304 | -9.8% | -$7.91万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $73.61万 | 0.02% | 2,340 | -125 | -5.1% | -$3.93万 | 减仓 |
| VV | VANGUARD INDEX FDS | $75.83万 | 0.02% | 2,205 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $77.37万 | 0.02% | 1,070 | 199 | 22.8% | $14.39万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $78.66万 | 0.02% | 1,354 | 149 | 12.4% | $8.66万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $80.43万 | 0.02% | 1,680 | -474 | -22.0% | -$22.69万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $81.00万 | 0.02% | 4,099 | -424 | -9.4% | -$8.38万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $81.14万 | 0.02% | 1,652 | 39 | 2.4% | $1.92万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $83.15万 | 0.02% | 3,377 | 224 | 7.1% | $5.52万 | 加仓 |
| GTLB | GITLAB INC | $83.64万 | 0.02% | 27,397 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $86.48万 | 0.02% | 2,853 | -39 | -1.3% | -$1.18万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $86.70万 | 0.02% | 7,431 | -1,205 | -14.0% | -$14.06万 | 减仓 |
| AGG | ISHARES TR | $86.72万 | 0.02% | 8,761 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $88.14万 | 0.02% | 9,713 | -158 | -1.6% | -$1.43万 | 减仓 |
| BA | BOEING CO | $89.20万 | 0.02% | 4,120 | -242 | -5.5% | -$5.24万 | 减仓 |
| ESGU | ISHARES TR | $89.84万 | 0.02% | 5,489 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $90.49万 | 0.02% | 10,584 | 91 | 0.9% | $7,780 | 加仓 |
| PWRD | TCW ETF TRUST | $90.99万 | 0.02% | 7,400 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $91.86万 | 0.02% | 1,803 | 40 | 2.3% | $2.04万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $98.34万 | 0.03% | 7,784 | 1,724 | 28.4% | $21.78万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $101.86万 | 0.03% | 4,192 | -45 | -1.1% | -$1.09万 | 减仓 |
| GEV | GE VERNOVA INC | $103.08万 | 0.03% | 877 | -79 | -8.3% | -$9.29万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $103.53万 | 0.03% | 19,464 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $104.89万 | 0.03% | 8,776 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $107.66万 | 0.03% | 9,182 | 98 | 1.1% | $1.15万 | 加仓 |
| IJH | ISHARES TR | $108.22万 | 0.03% | 14,034 | 368 | 2.7% | $2.84万 | 加仓 |
| VTR | VENTAS INC | $108.28万 | 0.03% | 12,189 | -328 | -2.6% | -$2.91万 | 减仓 |
| IWN | ISHARES TR | $108.94万 | 0.03% | 4,925 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $110.24万 | 0.03% | 15,351 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $112.16万 | 0.03% | 4,391 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $114.34万 | 0.03% | 11,358 | 8,077 | 246.2% | $81.31万 | 加仓 |
| WFC | WELLS FARGO & CO | $115.05万 | 0.03% | 13,922 | -346 | -2.4% | -$2.86万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $116.37万 | 0.03% | 9,105 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $117.87万 | 0.03% | 3,480 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $118.24万 | 0.03% | 5,557 | -52 | -0.9% | -$1.11万 | 减仓 |
| EZU | ISHARES INC | $123.08万 | 0.03% | 17,709 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $127.59万 | 0.03% | 7,800 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $129.97万 | 0.03% | 10,716 | 18 | 0.2% | $2,183 | 加仓 |
| BLKB | BLACKBAUD INC | $129.99万 | 0.03% | 43,886 | -8,785 | -16.7% | -$26.02万 | 减仓 |
| ACWI | ISHARES TR | $130.29万 | 0.04% | 8,300 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $130.31万 | 0.04% | 9,624 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $132.11万 | 0.04% | 15,213 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $133.38万 | 0.04% | 3,569 | -338 | -8.7% | -$12.63万 | 减仓 |
| IWR | ISHARES TR | $133.97万 | 0.04% | 12,144 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $138.81万 | 0.04% | 8,857 | -500 | -5.3% | -$7.84万 | 减仓 |
| SYK | STRYKER CORPORATION | $145.96万 | 0.04% | 4,623 | -100 | -2.1% | -$3.16万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $154.86万 | 0.04% | 16,980 | -1,908 | -10.1% | -$17.40万 | 减仓 |
| MCD | MCDONALDS CORP | $157.78万 | 0.04% | 5,837 | -30 | -0.5% | -$8,109 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $157.98万 | 0.04% | 29,746 | 2 | 0.0% | $106 | 加仓 |
| SUB | ISHARES TR | $158.46万 | 0.04% | 14,883 | 2,142 | 16.8% | $22.81万 | 加仓 |
| IWD | ISHARES TR | $159.47万 | 0.04% | 6,578 | 3 | 0.0% | $727 | 加仓 |
| IVW | ISHARES TR | $164.25万 | 0.04% | 11,943 | -3,840 | -24.3% | -$52.81万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $173.29万 | 0.05% | 19,744 | 95 | 0.5% | $8,338 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $174.12万 | 0.05% | 5,106 | -843 | -14.2% | -$28.75万 | 减仓 |
| EWT | ISHARES INC | $178.36万 | 0.05% | 16,422 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $184.46万 | 0.05% | 9,807 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $186.82万 | 0.05% | 18,059 | 243 | 1.4% | $2.51万 | 加仓 |
| FAST | FASTENAL CO | $195.96万 | 0.05% | 40,800 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $203.44万 | 0.05% | 10,678 | 0 | 0.0% | — | 不变 |
| COLM | COLUMBIA SPORTSWEAR CO | $208.25万 | 0.06% | 33,686 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $211.90万 | 0.06% | 5,038 | 385 | 8.3% | $16.19万 | 加仓 |
| IJT | ISHARES TR | $228.63万 | 0.06% | 12,801 | 0 | 0.0% | — | 不变 |
| IMAX | IMAX CORP | $238.16万 | 0.06% | 59,750 | -9,700 | -14.0% | -$38.66万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $251.58万 | 0.07% | 3,568 | -317 | -8.2% | -$22.35万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $255.93万 | 0.07% | 32,849 | -1,004 | -3.0% | -$7.82万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $257.99万 | 0.07% | 11,838 | 141 | 1.2% | $3.07万 | 加仓 |
| MDT | MEDTRONIC PLC | $259.54万 | 0.07% | 32,870 | -4,411 | -11.8% | -$34.83万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $271.50万 | 0.07% | 80,231 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $272.47万 | 0.07% | 48,716 | -1,840 | -3.6% | -$10.29万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $277.55万 | 0.07% | 9,870 | 38 | 0.4% | $1.07万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $278.81万 | 0.07% | 11,783 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $279.68万 | 0.08% | 36,931 | 520 | 1.4% | $3.94万 | 加仓 |
| VLO | VALERO ENERGY CORP | $281.93万 | 0.08% | 10,825 | -1,117 | -9.4% | -$29.09万 | 减仓 |
| LINE | LINEAGE INC | $282.13万 | 0.08% | 64,440 | -3,326 | -4.9% | -$14.56万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $297.59万 | 0.08% | 7,160 | 127 | 1.8% | $5.28万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.08% | 4 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $314.59万 | 0.08% | 33,729 | -1,217 | -3.5% | -$11.35万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $315.02万 | 0.08% | 7,265 | -1,163 | -13.8% | -$50.43万 | 减仓 |
| PSX | PHILLIPS 66 | $321.92万 | 0.09% | 19,043 | -148 | -0.8% | -$2.50万 | 减仓 |
| IWF | ISHARES TR | $324.00万 | 0.09% | 26,093 | -87 | -0.3% | -$1.08万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $334.79万 | 0.09% | 20,087 | 3,120 | 18.4% | $52.00万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $339.34万 | 0.09% | 78,588 | -11,487 | -12.8% | -$49.60万 | 减仓 |
| MMM | 3M CO | $346.67万 | 0.09% | 21,411 | -446 | -2.0% | -$7.22万 | 减仓 |
| WAT | WATERS CORP | $347.21万 | 0.09% | 9,258 | -57 | -0.6% | -$2.14万 | 减仓 |
| IJS | ISHARES TR | $350.05万 | 0.09% | 25,611 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $357.30万 | 0.10% | 4,847 | -2,544 | -34.4% | -$187.53万 | 减仓 |
| IWP | ISHARES TR | $372.83万 | 0.10% | 25,465 | 264 | 1.0% | $3.87万 | 加仓 |
| UL | UNILEVER PLC | $380.63万 | 0.10% | 63,312 | -5,466 | -7.9% | -$32.86万 | 减仓 |