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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $7,069.66万 | 1.90% | 296,621 | 29,495 | 11.0% | $702.98万 | 加仓 |
| CSCO | CISCO SYS INC | $7,271.05万 | 1.95% | 619,024 | -33,570 | -5.1% | -$394.31万 | 减仓 |
| EMBJ | EMBRAER S.A. | $7,767.08万 | 2.09% | 1,217,411 | -25,936 | -2.1% | -$165.47万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $7,850.82万 | 2.11% | 77,626 | -3,850 | -4.7% | -$389.38万 | 减仓 |
| GOOGL | ALPHABET INC | $8,510.92万 | 2.29% | 238,154 | -5,509 | -2.3% | -$196.88万 | 减仓 |
| FLEX | FLEX LTD | $8,604.75万 | 2.31% | 530,928 | -27,670 | -5.0% | -$448.45万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $9,629.17万 | 2.59% | 260,219 | -14,761 | -5.4% | -$546.22万 | 减仓 |
| EFA | ISHARES TR | $9,654.96万 | 2.60% | 929,434 | 32,066 | 3.6% | $333.10万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.14亿 | 3.06% | 347,316 | -2,763 | -0.8% | -$90.44万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.42亿 | 3.80% | 379,392 | 20,492 | 5.7% | $764.39万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.43亿 | 3.84% | 1,659,535 | 51,613 | 3.2% | $444.59万 | 加仓 |
| AAPL | APPLE INC | $1.84亿 | 4.94% | 635,045 | 22,111 | 3.6% | $639.80万 | 加仓 |