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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.84亿 | 4.94% | 635,045 | 22,111 | 3.6% | $639.80万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.43亿 | 3.84% | 1,659,535 | 51,613 | 3.2% | $444.59万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.42亿 | 3.80% | 379,392 | 20,492 | 5.7% | $764.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.14亿 | 3.06% | 347,316 | -2,763 | -0.8% | -$90.44万 | 减仓 |
| EFA | ISHARES TR | $9,654.96万 | 2.60% | 929,434 | 32,066 | 3.6% | $333.10万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $9,629.17万 | 2.59% | 260,219 | -14,761 | -5.4% | -$546.22万 | 减仓 |
| FLEX | FLEX LTD | $8,604.75万 | 2.31% | 530,928 | -27,670 | -5.0% | -$448.45万 | 减仓 |
| GOOGL | ALPHABET INC | $8,510.92万 | 2.29% | 238,154 | -5,509 | -2.3% | -$196.88万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $7,850.82万 | 2.11% | 77,626 | -3,850 | -4.7% | -$389.38万 | 减仓 |
| EMBJ | EMBRAER S.A. | $7,767.08万 | 2.09% | 1,217,411 | -25,936 | -2.1% | -$165.47万 | 减仓 |
| CSCO | CISCO SYS INC | $7,271.05万 | 1.95% | 619,024 | -33,570 | -5.1% | -$394.31万 | 减仓 |
| AMZN | AMAZON COM INC | $7,069.66万 | 1.90% | 296,621 | 29,495 | 11.0% | $702.98万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6,906.79万 | 1.86% | 345,184 | 906 | 0.3% | $18.13万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $6,806.77万 | 1.83% | 737,701 | 8,707 | 1.2% | $80.34万 | 加仓 |
| WMT | WALMART INC | $6,799.53万 | 1.83% | 600,347 | -4,605 | -0.8% | -$52.16万 | 减仓 |
| RTX | RTX CORPORATION | $6,382.38万 | 1.72% | 336,393 | -2,289 | -0.7% | -$43.43万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $6,251.01万 | 1.68% | 246,132 | -1,546 | -0.6% | -$39.26万 | 减仓 |
| CIEN | CIENA CORP | $6,230.65万 | 1.67% | 127,011 | -14,658 | -10.3% | -$719.06万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,013.67万 | 1.62% | 80,324 | -1,165 | -1.4% | -$87.22万 | 减仓 |
| MCK | MCKESSON CORP | $5,492.16万 | 1.48% | 72,607 | -577 | -0.8% | -$43.65万 | 减仓 |
| QCOM | QUALCOMM INC | $5,277.19万 | 1.42% | 285,578 | -14,506 | -4.8% | -$268.06万 | 减仓 |
| IJR | ISHARES TR | $4,970.89万 | 1.34% | 335,169 | -30,504 | -8.3% | -$452.40万 | 减仓 |
| BLK | BLACKROCK INC | $4,641.82万 | 1.25% | 48,274 | -160 | -0.3% | -$15.38万 | 减仓 |
| INTC | INTEL CORP | $4,444.81万 | 1.19% | 318,328 | -212,371 | -40.0% | -$2,965.33万 | 减仓 |
| ALL | ALLSTATE CORP | $4,355.43万 | 1.17% | 182,214 | -2,177 | -1.2% | -$52.04万 | 减仓 |
| CVX | CHEVRON CORPORATION | $4,224.80万 | 1.14% | 254,874 | 1,499 | 0.6% | $24.85万 | 加仓 |
| NEM | NEWMONT CORP | $4,116.27万 | 1.11% | 440,714 | -26,461 | -5.7% | -$247.15万 | 减仓 |
| FE | FIRSTENERGY CORP | $3,905.87万 | 1.05% | 821,596 | 214 | 0.0% | $1.02万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,793.21万 | 1.02% | 75,805 | 12,931 | 20.6% | $647.05万 | 加仓 |
| MRK | MERCK & CO INC | $3,469.48万 | 0.93% | 268,226 | -2,878 | -1.1% | -$37.23万 | 减仓 |
| AZN | ASTRAZENECA PLC | $3,347.02万 | 0.90% | 176,512 | -402 | -0.2% | -$7.62万 | 减仓 |
| SYY | SYSCO CORP | $3,325.79万 | 0.89% | 397,917 | -33,892 | -7.8% | -$283.27万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $3,198.52万 | 0.86% | 1,000,475 | 16,161 | 1.6% | $51.67万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3,150.18万 | 0.85% | 107,449 | -2,022 | -1.8% | -$59.28万 | 减仓 |
| AMGN | AMGEN INC | $3,081.11万 | 0.83% | 85,085 | -590 | -0.7% | -$21.37万 | 减仓 |
| HD | HOME DEPOT INC | $3,075.91万 | 0.83% | 87,215 | 1,903 | 2.2% | $67.12万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $3,044.98万 | 0.82% | 415,130 | -1,729 | -0.4% | -$12.68万 | 减仓 |
| LLY | ELI LILLY & CO | $2,967.39万 | 0.80% | 24,740 | 974 | 4.1% | $116.82万 | 加仓 |
| USB | US BANCORP | $2,941.84万 | 0.79% | 482,895 | -18,819 | -3.8% | -$114.65万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $2,917.98万 | 0.78% | 82,373 | -649 | -0.8% | -$22.99万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $2,906.13万 | 0.78% | 301,372 | -2,141 | -0.7% | -$20.65万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,905.16万 | 0.78% | 198,115 | 1,116 | 0.6% | $16.37万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $2,866.33万 | 0.77% | 516,456 | -43,825 | -7.8% | -$243.23万 | 减仓 |
| CB | CHUBB LIMITED | $2,849.23万 | 0.77% | 83,369 | -975 | -1.2% | -$33.32万 | 减仓 |
| UNP | UNION PAC CORP | $2,785.67万 | 0.75% | 102,415 | 6,246 | 6.5% | $169.89万 | 加仓 |
| IEMG | ISHARES INC | $2,704.92万 | 0.73% | 326,523 | -45,008 | -12.1% | -$372.85万 | 减仓 |
| SAP | SAP SE | $2,690.67万 | 0.72% | 174,594 | 1,240 | 0.7% | $19.11万 | 加仓 |
| ETN | EATON CORP PLC | $2,613.31万 | 0.70% | 61,328 | 951 | 1.6% | $40.52万 | 加仓 |
| TKR | TIMKEN CO | $2,560.70万 | 0.69% | 176,211 | -6,664 | -3.6% | -$96.84万 | 减仓 |
| IEFA | ISHARES TR | $2,507.82万 | 0.67% | 259,662 | 6,699 | 2.6% | $64.70万 | 加仓 |
| BRKR | BRUKER CORP | $2,466.63万 | 0.66% | 409,537 | -7,011 | -1.7% | -$42.23万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,416.16万 | 0.65% | 25,828 | -108 | -0.4% | -$10.10万 | 减仓 |
| V | VISA INC | $2,405.73万 | 0.65% | 70,119 | 947 | 1.4% | $32.49万 | 加仓 |
| AZO | AUTOZONE INC | $2,400.47万 | 0.65% | 7,511 | 25 | 0.3% | $7.99万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $2,335.04万 | 0.63% | 858,787 | -5,022 | -0.6% | -$13.65万 | 减仓 |
| SO | SOUTHERN CO | $2,306.66万 | 0.62% | 241,005 | 3,113 | 1.3% | $29.79万 | 加仓 |
| GO | GROCERY OUTLET HLDG CORP | $2,257.16万 | 0.61% | 2,261,683 | -315,780 | -12.3% | -$315.15万 | 减仓 |
| DIS | DISNEY WALT CO | $2,189.79万 | 0.59% | 225,758 | -9,041 | -3.9% | -$87.70万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,128.74万 | 0.57% | 502,773 | -21,811 | -4.2% | -$92.35万 | 减仓 |
| NOW | SERVICENOW INC | $1,993.01万 | 0.54% | 200,746 | 97,203 | 93.9% | $965.03万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,976.21万 | 0.53% | 28,774 | 2,736 | 10.5% | $187.91万 | 加仓 |
| MEOH | METHANEX CORP | $1,940.96万 | 0.52% | 420,577 | -45,286 | -9.7% | -$208.99万 | 减仓 |
| TRU | TRANSUNION | $1,902.11万 | 0.51% | 263,669 | 250,664 | 1,927.4% | $1,808.29万 | 加仓 |
| IVV | ISHARES TR | $1,851.17万 | 0.50% | 24,719 | 1,280 | 5.5% | $95.86万 | 加仓 |
| META | META PLATFORMS INC | $1,845.05万 | 0.50% | 32,755 | -2,231 | -6.4% | -$125.67万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $1,838.54万 | 0.49% | 91,193 | -1,420 | -1.5% | -$28.63万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,785.74万 | 0.48% | 313,398 | 20,316 | 6.9% | $115.76万 | 加仓 |
| SNY | SANOFI SA | $1,478.04万 | 0.40% | 346,469 | -149,925 | -30.2% | -$639.58万 | 减仓 |
| XVV | ISHARES TR | $1,451.94万 | 0.39% | 255,669 | 8,395 | 3.4% | $47.68万 | 加仓 |
| SHEL | SHELL PLC | $1,440.32万 | 0.39% | 185,752 | -3,540 | -1.9% | -$27.45万 | 减仓 |
| CRM | SALESFORCE INC | $1,416.47万 | 0.38% | 90,180 | 441 | 0.5% | $6.93万 | 加仓 |
| KR | KROGER CO | $1,324.99万 | 0.36% | 238,608 | -692 | -0.3% | -$3.84万 | 减仓 |
| AVGO | BROADCOM INC | $1,319.44万 | 0.35% | 34,929 | -3,175 | -8.3% | -$119.94万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,297.05万 | 0.35% | 182,042 | 15,613 | 9.4% | $111.24万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $1,291.11万 | 0.35% | 60,916 | -1,933 | -3.1% | -$40.97万 | 减仓 |
| IWM | ISHARES TR | $1,171.66万 | 0.31% | 38,997 | -70 | -0.2% | -$2.10万 | 减仓 |
| — | EXXON MOBIL CORP | $1,169.54万 | 0.31% | 85,543 | 726 | 0.9% | $9.93万 | 加仓 |
| MS | MORGAN STANLEY | $1,165.57万 | 0.31% | 55,758 | 12 | 0.0% | $2,508 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $1,139.61万 | 0.31% | 307,006 | -4,971 | -1.6% | -$18.45万 | 减仓 |
| PFE | PFIZER INC | $1,130.97万 | 0.30% | 469,672 | -20,774 | -4.2% | -$50.02万 | 减仓 |
| HON | HONEYWELL INTL INC | $1,049.15万 | 0.28% | 46,858 | -36,721 | -43.9% | -$822.18万 | 减仓 |
| BX | BLACKSTONE INC | $1,039.14万 | 0.28% | 88,310 | -1,298 | -1.4% | -$15.27万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $1,008.32万 | 0.27% | 45,609 | 45,609 | — | $1,008.32万 | 新建仓 |
| EMR | EMERSON ELEC CO | $980.00万 | 0.26% | 68,460 | -21,233 | -23.7% | -$303.95万 | 减仓 |
| ECL | ECOLAB INC | $972.89万 | 0.26% | 34,828 | -2,239 | -6.0% | -$62.54万 | 减仓 |
| ISTB | ISHARES TR | $968.96万 | 0.26% | 200,821 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $966.17万 | 0.26% | 117,668 | 5,508 | 4.9% | $45.23万 | 加仓 |
| GOOG | ALPHABET INC | $912.84万 | 0.25% | 25,835 | 538 | 2.1% | $19.01万 | 加仓 |
| IEI | ISHARES TR | $887.02万 | 0.24% | 75,523 | 3,875 | 5.4% | $45.51万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $859.85万 | 0.23% | 164,722 | 141,811 | 619.0% | $740.25万 | 加仓 |
| IGIB | ISHARES TR | $844.70万 | 0.23% | 158,867 | 7,679 | 5.1% | $40.83万 | 加仓 |
| GLD | SPDR GOLD TR | $818.25万 | 0.22% | 22,212 | -80 | -0.4% | -$2.95万 | 减仓 |
| NKE | NIKE INC | $738.18万 | 0.20% | 177,737 | -88,567 | -33.3% | -$367.84万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $735.84万 | 0.20% | 48,625 | 165 | 0.3% | $2.50万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $732.74万 | 0.20% | 6,348 | 968 | 18.0% | $111.74万 | 加仓 |
| CAT | CATERPILLAR INC | $729.35万 | 0.20% | 6,849 | -23 | -0.3% | -$2.45万 | 减仓 |
| O | REALTY INCOME CORP | $729.28万 | 0.20% | 117,600 | -31,951 | -21.4% | -$198.14万 | 减仓 |
| IJJ | ISHARES TR | $718.99万 | 0.19% | 48,669 | -135 | -0.3% | -$1.99万 | 减仓 |
| WM | WASTE MGMT INC DEL | $675.77万 | 0.18% | 30,320 | 1,976 | 7.0% | $44.04万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $641.11万 | 0.17% | 107,407 | 7,308 | 7.3% | $43.62万 | 加仓 |