13FBOX
BECKER 资本管理 · 13F 持仓分析
期权收益计算器 机构排行

BECKER 资本管理

BECKER CAPITAL MANAGEMENT INCNo.1182 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$37.20亿
环比变动 Q1 2026
+$3.18亿+9.3%
持仓股票数
303
新买入
14
加仓
106
减仓
122
清仓
9
持股不变
61
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
4.94%4.57%$1.84亿63.5万股$1.56亿61.3万股+2.2万股+3.61%加仓
V先锋领航指数基金VUG
3.84%3.44%$1.43亿166.0万股$1.17亿26.8万股+139.2万股+519.26%加仓
微软MSFT
3.8%3.91%$1.42亿37.9万股$1.33亿35.9万股+2.0万股+5.71%加仓
摩根大通JPM
3.06%3.03%$1.14亿34.7万股$1.03亿35.0万股-2,763股-0.79%减仓
IiShares安硕·MSCI EAFE ETFEFA
2.6%2.56%$9,655.0万92.9万股$8,716.1万89.7万股+3.2万股+3.57%加仓
G通用动力VTI
2.59%2.59%$9,629.2万26.0万股$8,821.6万27.5万股-1.5万股-5.37%减仓
FFLEXFLEX
2.31%1.07%$8,604.8万53.1万股$3,656.6万55.9万股-2.8万股-4.95%减仓
谷歌AGOOGL
2.29%2.06%$8,510.9万23.8万股$7,006.8万24.4万股-5,509股-2.26%减仓
高盛GS
2.11%2.03%$7,850.8万7.8万股$6,892.8万8.1万股-3,850股-4.73%减仓
EEMBRAER S.AFGM
2.09%2.17%$7,767.1万121.7万股$7,378.0万124.3万股-2.6万股-2.09%减仓
思科CSCO
1.95%1.49%$7,271.1万61.9万股$5,063.5万65.3万股-3.4万股-5.14%减仓
亚马逊AMZN
1.9%1.64%$7,069.7万29.7万股$5,563.4万26.7万股+2.9万股+11.04%加仓
英伟达NVDA
1.86%1.76%$6,906.8万34.5万股$6,004.6万34.4万股+906股+0.26%加仓
嘉信理财SCHW
1.83%2.01%$6,806.8万73.8万股$6,851.1万72.9万股+8,707股+1.19%加仓
沃尔玛WMT
1.83%2.21%$6,799.5万60.0万股$7,533.3万60.5万股-4,605股-0.76%减仓
雷神技术RTX
1.72%1.92%$6,382.4万33.6万股$6,533.2万33.9万股-2,289股-0.68%减仓
强生JNJ
1.68%1.78%$6,251.0万24.6万股$6,054.2万24.8万股-1,546股-0.62%减仓
CienaCIEN
1.67%1.62%$6,230.7万12.7万股$5,500.0万14.2万股-1.5万股-10.35%减仓
SSPDR标普500 ETFSPY
1.62%1.56%$6,013.7万8.0万股$5,314.2万8.1万股-1,165股-1.43%减仓
MCKESSON COMMCK
1.48%1.86%$5,492.2万7.3万股$6,339.1万7.3万股-577股-0.79%减仓
Q高通QCOM
1.42%1.14%$5,277.2万28.6万股$3,864.5万30.0万股-1.5万股-4.83%减仓
IiShares安硕·COREIJR
1.34%1.34%$4,970.9万33.5万股$4,545.7万36.6万股-3.1万股-8.34%减仓
贝莱德·INC COMBLK
1.25%1.37%$4,641.8万4.8万股$4,657.9万4.8万股-160股-0.33%减仓
英特尔INTC
1.19%0.69%$4,444.8万31.8万股$2,342.0万53.1万股-21.2万股-40.02%减仓
好事达ALL
1.17%1.13%$4,355.4万18.2万股$3,843.5万18.4万股-2,177股-1.18%减仓
雪佛龙CVX
1.14%1.54%$4,224.8万25.5万股$5,242.3万25.3万股+1,499股+0.59%加仓
纽蒙特NEM
1.11%1.49%$4,116.3万44.1万股$5,057.2万46.7万股-2.6万股-5.66%减仓
FIRSTENERGY COMFE
1.05%1.22%$3,905.9万82.2万股$4,161.1万82.1万股+214股+0.03%加仓
伯克希尔哈撒韦BRK.B
1.02%0.89%$3,793.2万7.6万股$3,012.9万6.3万股+1.3万股+20.57%加仓
默沙东MRK
0.93%0.97%$3,469.5万26.8万股$3,284.1万27.1万股-2,878股-1.06%减仓
阿斯利康AZN
0.9%1.03%$3,347.0万17.7万股$3,489.1万17.7万股-402股-0.23%减仓
SYSCO COMSYY
0.89%0.91%$3,325.8万39.8万股$3,080.1万43.2万股-3.4万股-7.85%减仓
KINDER MORGAN DEL COMKMI
0.86%0.97%$3,198.5万100.0万股$3,300.4万98.4万股+1.6万股+1.64%加仓
空气化工APD
0.85%0.93%$3,150.2万10.7万股$3,180.0万10.9万股-2,022股-1.85%减仓
AMGEN COMAMGN
0.83%0.89%$3,081.1万8.5万股$3,014.5万8.6万股-590股-0.69%减仓
家得宝HD
0.83%0.82%$3,075.9万8.7万股$2,805.8万8.5万股+1,903股+2.23%加仓
CARRIER GLOBALCARR
0.82%0.69%$3,045.0万41.5万股$2,347.3万41.7万股-1,729股-0.41%减仓
礼来LLY
0.8%0.64%$2,967.4万2.5万股$2,185.9万2.4万股+974股+4.10%加仓
美国合众银行USB
0.79%0.77%$2,941.8万48.3万股$2,635.5万50.2万股-1.9万股-3.75%减仓
通用动力GD
0.78%0.84%$2,918.0万8.2万股$2,849.5万8.3万股-649股-0.78%减仓
V先锋领航指数基金VNQ
0.78%0.79%$2,906.1万30.1万股$2,692.2万30.4万股-2,141股-0.71%减仓
宝洁PG
0.78%0.84%$2,905.2万19.8万股$2,845.5万19.7万股+1,116股+0.57%加仓
贝克休斯BKR
0.77%1.01%$2,866.3万51.6万股$3,420.5万56.0万股-4.4万股-7.82%减仓
CHUBB LIMITEDCB
0.77%0.81%$2,849.2万8.3万股$2,757.2万8.4万股-975股-1.16%减仓
联合太平洋铁路UNP
0.75%0.69%$2,785.7万10.2万股$2,333.2万9.6万股+6,246股+6.49%加仓
IiShares安硕IEMG
0.73%0.76%$2,704.9万32.7万股$2,591.4万37.2万股-4.5万股-12.11%减仓
SAP SPON ADRSAP
0.72%0.87%$2,690.7万17.5万股$2,968.0万17.3万股+1,240股+0.72%加仓
伊顿ETN
0.7%0.63%$2,613.3万6.1万股$2,159.5万6.0万股+951股+1.58%加仓
TIMKENTKR
0.69%0.54%$2,560.7万17.6万股$1,839.2万18.3万股-6,664股-3.64%减仓
IiShares安硕信托IEFA
0.67%0.67%$2,507.8万26.0万股$2,290.1万25.3万股+6,699股+2.65%加仓

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