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 |
|---|---|---|---|---|---|---|---|---|
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -8,946 | -100.0% | -$217.46万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -10,509 | -100.0% | -$79.44万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -13,144 | -100.0% | -$72.97万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -10,107 | -100.0% | -$50.98万 | 清仓 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | -3,709 | -100.0% | -$44.95万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -14,399 | -100.0% | -$41.34万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -3,156 | -100.0% | -$37.31万 | 清仓 |
| IDA | IDACORP INC | $0 | 0.00% | 0 | -2,504 | -100.0% | -$35.80万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,658 | -100.0% | -$22.95万 | 清仓 |
| — | TRINITY BIOTECH INVT LTD | $6,999 | 0.00% | 18,000 | 0 | 0.0% | — | 不变 |
| — | CHERRY HILL MTG INVT CORP | $2.58万 | 0.00% | 10,681 | 10,681 | — | $2.58万 | 新建仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $17.27万 | 0.00% | 22,847 | 810 | 3.7% | $6,124 | 加仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $17.56万 | 0.00% | 24,457 | 1,067 | 4.6% | $7,661 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $18.00万 | 0.00% | 18,811 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $19.54万 | 0.01% | 14,057 | 0 | 0.0% | — | 不变 |
| VICR | VICOR CORP | $20.05万 | 0.01% | 528 | 528 | — | $20.05万 | 新建仓 |
| BNT | BROOKFIELD WEALTH SOL LTD | $20.16万 | 0.01% | 4,725 | 0 | 0.0% | — | 重新持有 |
| DLTR | DOLLAR TREE INC | $20.74万 | 0.01% | 1,715 | 1,715 | — | $20.74万 | 新建仓 |
| ITOT | ISHARES TR | $20.86万 | 0.01% | 1,270 | 1,270 | — | $20.86万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $20.92万 | 0.01% | 1,653 | 1,653 | — | $20.92万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $21.42万 | 0.01% | 2,992 | 1 | 0.0% | $72 | 加仓 |
| ANET | ARISTA NETWORKS INC | $21.69万 | 0.01% | 1,277 | 1,277 | — | $21.69万 | 新建仓 |
| CDC | VICTORY PORTFOLIOS II | $21.89万 | 0.01% | 2,943 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $22.04万 | 0.01% | 6,334 | -565 | -8.2% | -$1.97万 | 减仓 |
| TXN | TEXAS INSTRS INC | $22.18万 | 0.01% | 744 | 744 | — | $22.18万 | 新建仓 |
| TGT | TARGET CORP | $23.43万 | 0.01% | 1,794 | -1,467 | -45.0% | -$19.16万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $23.79万 | 0.01% | 1,186 | 6 | 0.5% | $1,204 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $24.15万 | 0.01% | 8,340 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $24.23万 | 0.01% | 1,109 | 88 | 8.6% | $1.92万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $24.46万 | 0.01% | 899 | 68 | 8.2% | $1.85万 | 加仓 |
| NUE | NUCOR CORP | $24.68万 | 0.01% | 1,105 | 1,105 | — | $24.68万 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV | $24.74万 | 0.01% | 14,210 | -1,226 | -7.9% | -$2.13万 | 减仓 |
| COP | CONOCOPHILLIPS | $24.94万 | 0.01% | 2,399 | 291 | 13.8% | $3.03万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $25.58万 | 0.01% | 5,010 | 230 | 4.8% | $1.17万 | 加仓 |
| PWR | QUANTA SVCS INC | $26.43万 | 0.01% | 367 | -3 | -0.8% | -$2,160 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $26.47万 | 0.01% | 7,325 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $26.76万 | 0.01% | 4,675 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $27.31万 | 0.01% | 3,628 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $27.53万 | 0.01% | 924 | 924 | — | $27.53万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $27.53万 | 0.01% | 8,680 | 8,680 | — | $27.53万 | 新建仓 |
| DASH | DOORDASH INC | $28.23万 | 0.01% | 1,530 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $28.31万 | 0.01% | 1,290 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $28.32万 | 0.01% | 902 | 29 | 3.3% | $9,104 | 加仓 |
| EEM | ISHARES TR | $28.59万 | 0.01% | 4,179 | 4,179 | — | $28.59万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $28.96万 | 0.01% | 841 | 43 | 5.4% | $1.48万 | 加仓 |
| XPEV | XPENG INC | $29.13万 | 0.01% | 22,000 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $29.64万 | 0.01% | 898 | -142 | -13.7% | -$4.69万 | 减仓 |
| IR | INGERSOLL RAND INC | $29.66万 | 0.01% | 3,617 | 0 | 0.0% | — | 不变 |
| CATH | GLOBAL X FDS | $29.79万 | 0.01% | 3,355 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $29.88万 | 0.01% | 1,363 | -50 | -3.5% | -$1.10万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $29.98万 | 0.01% | 9,356 | -1,154 | -11.0% | -$3.70万 | 减仓 |
| TMC | TMC THE METALS COMPANY INC | $30.06万 | 0.01% | 67,862 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $30.17万 | 0.01% | 892 | 84 | 10.4% | $2.84万 | 加仓 |
| SDY | SPDR SERIES TRUST | $30.57万 | 0.01% | 2,009 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $30.76万 | 0.01% | 1,077 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $31.05万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $31.39万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $31.50万 | 0.01% | 4,412 | 1,012 | 29.8% | $7.23万 | 加仓 |
| IEV | ISHARES TR | $32.78万 | 0.01% | 4,500 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $33.35万 | 0.01% | 2,462 | 81 | 3.4% | $1.10万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $34.75万 | 0.01% | 4,282 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $35.21万 | 0.01% | 4,824 | 416 | 9.4% | $3.04万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $36.57万 | 0.01% | 2,391 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $36.85万 | 0.01% | 13,445 | -1,485 | -9.9% | -$4.07万 | 减仓 |
| HPQ | HP INC | $37.34万 | 0.01% | 16,789 | -5,920 | -26.1% | -$13.17万 | 减仓 |
| STT | STATE STR CORP | $37.41万 | 0.01% | 2,206 | 111 | 5.3% | $1.88万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $37.48万 | 0.01% | 2,103 | 28 | 1.3% | $4,991 | 加仓 |
| ABNB | AIRBNB INC | $37.78万 | 0.01% | 2,640 | 165 | 6.7% | $2.36万 | 加仓 |
| ADI | ANALOG DEVICES INC | $38.13万 | 0.01% | 960 | -95 | -9.0% | -$3.77万 | 减仓 |
| IWS | ISHARES TR | $38.28万 | 0.01% | 2,326 | -69 | -2.9% | -$1.14万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $38.73万 | 0.01% | 4,029 | 272 | 7.2% | $2.61万 | 加仓 |
| PCAR | PACCAR INC | $39.76万 | 0.01% | 3,310 | 111 | 3.5% | $1.33万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $40.97万 | 0.01% | 2,995 | 75 | 2.6% | $1.03万 | 加仓 |
| EFV | ISHARES TR | $41.45万 | 0.01% | 5,415 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $41.96万 | 0.01% | 429 | 38 | 9.7% | $3.72万 | 加仓 |
| KO | COCA COLA CO | $42.81万 | 0.01% | 5,234 | 563 | 12.1% | $4.61万 | 加仓 |
| PKG | PACKAGING CORP AMER | $44.68万 | 0.01% | 1,863 | 0 | 0.0% | — | 不变 |
| TBIL | RBB FD INC | $44.87万 | 0.01% | 9,000 | 9,000 | — | $44.87万 | 新建仓 |
| PRI | PRIMERICA INC | $45.19万 | 0.01% | 1,590 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES INC | $45.56万 | 0.01% | 8,554 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $45.67万 | 0.01% | 5,920 | -128 | -2.1% | -$9,875 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $46.99万 | 0.01% | 8,054 | -96 | -1.2% | -$5,601 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $48.57万 | 0.01% | 18,220 | -175 | -1.0% | -$4,666 | 减仓 |
| ORCL | ORACLE CORP | $50.02万 | 0.01% | 3,413 | 216 | 6.8% | $3.17万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $50.14万 | 0.01% | 1,093 | 38 | 3.6% | $1.74万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $50.37万 | 0.01% | 8,742 | 490 | 5.9% | $2.82万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $51.46万 | 0.01% | 1,470 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $51.92万 | 0.01% | 25,083 | 2,952 | 13.3% | $6.11万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $52.12万 | 0.01% | 4,188 | -42,561 | -91.0% | -$529.63万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $52.80万 | 0.01% | 2,338 | -155 | -6.2% | -$3.50万 | 减仓 |
| SCZ | ISHARES TR | $54.17万 | 0.01% | 6,584 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $54.50万 | 0.01% | 4,948 | -65 | -1.3% | -$7,160 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $54.93万 | 0.01% | 4,462 | 5 | 0.1% | $616 | 加仓 |
| C | CITIGROUP INC | $54.98万 | 0.01% | 3,928 | 52 | 1.3% | $7,278 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $56.81万 | 0.02% | 10,845 | 845 | 8.5% | $4.43万 | 加仓 |
| IWB | ISHARES TR | $57.00万 | 0.02% | 1,392 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $57.27万 | 0.02% | 7,108 | 524 | 8.0% | $4.22万 | 加仓 |
| USMV | ISHARES TR | $57.69万 | 0.02% | 5,981 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $57.76万 | 0.02% | 7,049 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $59.33万 | 0.02% | 3,253 | 195 | 6.4% | $3.56万 | 加仓 |