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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.56亿 | 4.57% | 612,934 | -4,626 | -0.7% | -$117.40万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.33亿 | 3.91% | 358,900 | 9,626 | 2.8% | $356.33万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.17亿 | 3.44% | 267,987 | 10,760 | 4.2% | $469.99万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.03亿 | 3.03% | 350,079 | -6,534 | -1.8% | -$192.20万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $8,821.65万 | 2.59% | 274,980 | 5,142 | 1.9% | $164.96万 | 加仓 |
| EFA | ISHARES TR | $8,716.14万 | 2.56% | 897,368 | 75,775 | 9.2% | $736.00万 | 加仓 |
| WMT | WALMART INC | $7,533.30万 | 2.21% | 604,952 | -20,769 | -3.3% | -$258.63万 | 减仓 |
| EMBJ | EMBRAER S.A. | $7,378.02万 | 2.17% | 1,243,347 | -93,718 | -7.0% | -$556.12万 | 减仓 |
| GOOGL | ALPHABET INC | $7,006.78万 | 2.06% | 243,663 | 10,341 | 4.4% | $297.37万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $6,892.76万 | 2.03% | 81,476 | -2,236 | -2.7% | -$189.16万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $6,851.09万 | 2.01% | 728,994 | -6,551 | -0.9% | -$61.57万 | 减仓 |
| RTX | RTX CORPORATION | $6,533.17万 | 1.92% | 338,682 | -29,663 | -8.1% | -$572.20万 | 减仓 |
| MCK | MCKESSON CORP | $6,339.05万 | 1.86% | 73,184 | -5,393 | -6.9% | -$467.13万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $6,054.23万 | 1.78% | 247,678 | -10,386 | -4.0% | -$253.88万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6,004.56万 | 1.76% | 344,278 | 16,694 | 5.1% | $291.16万 | 加仓 |
| AMZN | AMAZON COM INC | $5,563.43万 | 1.64% | 267,126 | -5,727 | -2.1% | -$119.28万 | 减仓 |
| CIEN | CIENA CORP | $5,500.02万 | 1.62% | 141,669 | -58,755 | -29.3% | -$2,281.05万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,314.18万 | 1.56% | 81,489 | -1,267 | -1.5% | -$82.63万 | 减仓 |
| CVX | CHEVRON CORPORATION | $5,242.34万 | 1.54% | 253,375 | 1,642 | 0.7% | $33.97万 | 加仓 |
| CSCO | CISCO SYS INC | $5,063.47万 | 1.49% | 652,594 | -14,383 | -2.2% | -$111.60万 | 减仓 |
| NEM | NEWMONT CORP | $5,057.17万 | 1.49% | 467,175 | -91,839 | -16.4% | -$994.16万 | 减仓 |
| BLK | BLACKROCK INC | $4,657.93万 | 1.37% | 48,434 | -486 | -1.0% | -$46.74万 | 减仓 |
| IJR | ISHARES TR | $4,545.68万 | 1.34% | 365,673 | -59,726 | -14.0% | -$742.45万 | 减仓 |
| FE | FIRSTENERGY CORP | $4,161.12万 | 1.22% | 821,382 | 12,613 | 1.6% | $63.90万 | 加仓 |
| QCOM | QUALCOMM INC | $3,864.48万 | 1.14% | 300,084 | 26,563 | 9.7% | $342.08万 | 加仓 |
| ALL | ALLSTATE CORP | $3,843.52万 | 1.13% | 184,391 | -3,873 | -2.1% | -$80.73万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $3,656.58万 | 1.07% | 558,598 | -17,485 | -3.0% | -$114.46万 | 减仓 |
| AZN | ASTRAZENECA PLC | $3,489.10万 | 1.03% | 176,914 | 176,914 | — | $3,489.10万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $3,420.51万 | 1.01% | 560,281 | -56,215 | -9.1% | -$343.19万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $3,300.40万 | 0.97% | 984,314 | -33,469 | -3.3% | -$112.22万 | 减仓 |
| MRK | MERCK & CO INC | $3,284.11万 | 0.97% | 271,104 | -14,351 | -5.0% | -$173.85万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3,180.01万 | 0.93% | 109,471 | -6,361 | -5.5% | -$184.78万 | 减仓 |
| SYY | SYSCO CORP | $3,080.09万 | 0.91% | 431,809 | -17,397 | -3.9% | -$124.09万 | 减仓 |
| AMGN | AMGEN INC | $3,014.47万 | 0.89% | 85,675 | -1,434 | -1.6% | -$50.46万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,012.92万 | 0.89% | 62,874 | -2,307 | -3.5% | -$110.55万 | 减仓 |
| SAP | SAP SE | $2,967.99万 | 0.87% | 173,354 | 1,309 | 0.8% | $22.41万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $2,849.48万 | 0.84% | 83,022 | -342 | -0.4% | -$11.74万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,845.45万 | 0.84% | 196,999 | -3,506 | -1.7% | -$50.64万 | 减仓 |
| HD | HOME DEPOT INC | $2,805.83万 | 0.82% | 85,312 | -373 | -0.4% | -$12.27万 | 减仓 |
| MEOH | METHANEX CORP | $2,773.75万 | 0.82% | 465,863 | -39,956 | -7.9% | -$237.90万 | 减仓 |
| CB | CHUBB LTD SWITZ | $2,757.19万 | 0.81% | 84,344 | -1,308 | -1.5% | -$42.76万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $2,692.16万 | 0.79% | 303,513 | 6,372 | 2.1% | $56.52万 | 加仓 |
| USB | US BANCORP | $2,635.46万 | 0.77% | 501,714 | -26,898 | -5.1% | -$141.29万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,633.41万 | 0.77% | 524,584 | -33,274 | -6.0% | -$167.04万 | 减仓 |
| IEMG | ISHARES INC | $2,591.43万 | 0.76% | 371,531 | -36,974 | -9.1% | -$257.89万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,584.34万 | 0.76% | 25,936 | -148 | -0.6% | -$14.75万 | 减仓 |
| AZO | AUTOZONE INC | $2,528.61万 | 0.74% | 7,486 | -212 | -2.8% | -$71.61万 | 减仓 |
| SNY | SANOFI SA | $2,391.63万 | 0.70% | 496,394 | -6,862 | -1.4% | -$33.06万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $2,366.84万 | 0.70% | 863,809 | -51,257 | -5.6% | -$140.44万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $2,347.34万 | 0.69% | 416,859 | -17,847 | -4.1% | -$100.50万 | 减仓 |
| INTC | INTEL CORP | $2,341.97万 | 0.69% | 530,699 | -157,960 | -22.9% | -$697.08万 | 减仓 |
| UNP | UNION PAC CORP | $2,333.24万 | 0.69% | 96,169 | 73,702 | 328.0% | $1,788.15万 | 加仓 |
| SO | SOUTHERN CO | $2,296.13万 | 0.67% | 237,892 | -5,734 | -2.4% | -$55.34万 | 减仓 |
| IEFA | ISHARES TR | $2,290.07万 | 0.67% | 252,963 | 26,747 | 11.8% | $242.14万 | 加仓 |
| DIS | DISNEY WALT CO | $2,262.99万 | 0.67% | 234,799 | -5,497 | -2.3% | -$52.98万 | 减仓 |
| LLY | ELI LILLY & CO | $2,185.93万 | 0.64% | 23,766 | 990 | 4.3% | $91.06万 | 加仓 |
| ETN | EATON CORP PLC | $2,159.50万 | 0.63% | 60,377 | -2,054 | -3.3% | -$73.47万 | 减仓 |
| V | VISA INC | $2,090.67万 | 0.61% | 69,172 | 5,795 | 9.1% | $175.15万 | 加仓 |
| META | META PLATFORMS INC | $2,001.65万 | 0.59% | 34,986 | -799 | -2.2% | -$45.71万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $1,935.80万 | 0.57% | 92,613 | -7,911 | -7.9% | -$165.36万 | 减仓 |
| — | HONEYWELL INTL INC | $1,889.14万 | 0.56% | 83,579 | 4,710 | 6.0% | $106.46万 | 加仓 |
| TKR | TIMKEN CO | $1,839.17万 | 0.54% | 182,875 | -14,130 | -7.2% | -$142.11万 | 减仓 |
| GO | GROCERY OUTLET HLDG CORP | $1,817.11万 | 0.53% | 2,577,463 | 1,594,581 | 162.2% | $1,124.18万 | 加仓 |
| SHEL | SHELL PLC | $1,760.41万 | 0.52% | 189,292 | -13,989 | -6.9% | -$130.10万 | 减仓 |
| KR | KROGER CO | $1,731.57万 | 0.51% | 239,300 | -16,886 | -6.6% | -$122.19万 | 减仓 |
| CRM | SALESFORCE INC | $1,675.16万 | 0.49% | 89,739 | -39,365 | -30.5% | -$734.83万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,555.89万 | 0.46% | 26,038 | 6,887 | 36.0% | $411.53万 | 加仓 |
| IVV | ISHARES TR | $1,531.05万 | 0.45% | 23,439 | -4,855 | -17.2% | -$317.13万 | 减仓 |
| BRKR | BRUKER CORP | $1,506.64万 | 0.44% | 416,548 | 12,553 | 3.1% | $45.40万 | 加仓 |
| — | EXXON MOBIL CORP | $1,439.01万 | 0.42% | 84,817 | 916 | 1.1% | $15.54万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,428.78万 | 0.42% | 293,082 | 65,801 | 29.0% | $320.78万 | 加仓 |
| NKE | NIKE INC | $1,417.29万 | 0.42% | 266,304 | 28,323 | 11.9% | $150.74万 | 加仓 |
| PFE | PFIZER INC | $1,377.17万 | 0.40% | 490,446 | -29,445 | -5.7% | -$82.68万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $1,242.67万 | 0.37% | 311,977 | 22,029 | 7.6% | $87.75万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $1,231.71万 | 0.36% | 62,849 | 683 | 1.1% | $13.39万 | 加仓 |
| XVV | ISHARES TR | $1,217.08万 | 0.36% | 247,274 | 16,375 | 7.1% | $80.60万 | 加仓 |
| AVGO | BROADCOM INC | $1,179.36万 | 0.35% | 38,104 | 4,050 | 11.9% | $125.35万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,175.16万 | 0.35% | 89,693 | -5,977 | -6.2% | -$78.31万 | 减仓 |
| NOW | SERVICENOW INC | $1,082.54万 | 0.32% | 103,543 | 98,823 | 2,093.7% | $1,033.19万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,066.48万 | 0.31% | 166,429 | 959 | 0.6% | $6.15万 | 加仓 |
| BX | BLACKSTONE INC | $1,030.40万 | 0.30% | 89,608 | -711 | -0.8% | -$8.18万 | 减仓 |
| ECL | ECOLAB INC | $988.75万 | 0.29% | 37,067 | 1,441 | 4.0% | $38.44万 | 加仓 |
| ISTB | ISHARES TR | $973.18万 | 0.29% | 200,821 | 200,821 | — | $973.18万 | 新建仓 |
| IWM | ISHARES TR | $968.87万 | 0.28% | 39,067 | 238 | 0.6% | $5.90万 | 加仓 |
| GLD | SPDR GOLD TR | $959.20万 | 0.28% | 22,292 | 5 | 0.0% | $2,151 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $926.99万 | 0.27% | 46,749 | -3,614 | -7.2% | -$71.66万 | 减仓 |
| SHY | ISHARES TR | $926.11万 | 0.27% | 112,160 | 49,450 | 78.9% | $408.31万 | 加仓 |
| MS | MORGAN STANLEY | $917.41万 | 0.27% | 55,746 | -116 | -0.2% | -$1.91万 | 减仓 |
| O | REALTY INCOME CORP | $915.79万 | 0.27% | 149,551 | -21,952 | -12.8% | -$134.42万 | 减仓 |
| IEI | ISHARES TR | $849.75万 | 0.25% | 71,648 | 33,013 | 85.4% | $391.54万 | 加仓 |
| IGIB | ISHARES TR | $804.62万 | 0.24% | 151,188 | 65,207 | 75.8% | $347.03万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $761.94万 | 0.22% | 48,460 | 270 | 0.6% | $4.25万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $753.24万 | 0.22% | 166,536 | -162,315 | -49.4% | -$734.15万 | 减仓 |
| GOOG | ALPHABET INC | $725.68万 | 0.21% | 25,297 | -21 | -0.1% | -$6,024 | 减仓 |
| WM | WASTE MGMT INC DEL | $651.32万 | 0.19% | 28,344 | 3,992 | 16.4% | $91.73万 | 加仓 |
| IJJ | ISHARES TR | $646.65万 | 0.19% | 48,804 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $568.48万 | 0.17% | 63,453 | -1,504 | -2.3% | -$13.47万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $541.03万 | 0.16% | 100,099 | 2,772 | 2.8% | $14.98万 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $506.21万 | 0.15% | 42,322 | -1,036 | -2.4% | -$12.39万 | 减仓 |
| IJK | ISHARES TR | $502.57万 | 0.15% | 49,947 | 0 | 0.0% | — | 不变 |