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 |
|---|---|---|---|---|---|---|---|---|
| CLM | CORNERSTONE STRATEGIC INVEST | $17.27万 | 0.00% | 22,847 | 810 | 3.7% | $6,124 | 加仓 |
| — | CHERRY HILL MTG INVT CORP | $2.58万 | 0.00% | 10,681 | 10,681 | — | $2.58万 | 新建仓 |
| — | TRINITY BIOTECH INVT LTD | $6,999 | 0.00% | 18,000 | 0 | 0.0% | — | 不变 |
| 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 |