Becker Capital Management Inc 13F 持仓 · 2026年Q2
Becker Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 303 只证券，申报市值合计 37.20 亿美元。前几大持仓：AAPL（4.94%）、VUG（3.84%）、MSFT（3.80%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $183.8M | 4.94% | 635,045 | 增持 |
| 2 | VUG | VANGUARD INDEX FDS | $143.0M | 3.84% | 1.7M | 增持 |
| 3 | MSFT | MICROSOFT CORP | $141.5M | 3.80% | 379,392 | 增持 |
| 4 | JPM | JPMORGAN CHASE & CO | $113.7M | 3.06% | 347,316 | 减持 |
| 5 | EFA | ISHARES TR | $96.5M | 2.60% | 929,434 | 增持 |
| 6 | VTI | VANGUARD INDEX FDS | $96.3M | 2.59% | 260,219 | 减持 |
| 7 | FLEX | FLEX LTD | $86.0M | 2.31% | 530,928 | 减持 |
| 8 | GOOGL | ALPHABET INC | $85.1M | 2.29% | 238,154 | 减持 |
| 9 | GS | GOLDMAN SACHS GROUP INC | $78.5M | 2.11% | 77,626 | 减持 |
| 10 | EMBJ | EMBRAER S.A. | $77.7M | 2.09% | 1.2M | 减持 |
| 11 | CSCO | CISCO SYS INC | $72.7M | 1.95% | 619,024 | 减持 |
| 12 | AMZN | AMAZON COM INC | $70.7M | 1.90% | 296,621 | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $69.1M | 1.86% | 345,184 | 增持 |
| 14 | SCHW | SCHWAB CHARLES CORP | $68.1M | 1.83% | 737,701 | 增持 |
| 15 | WMT | WALMART INC | $68.0M | 1.83% | 600,347 | 减持 |
| 16 | RTX | RTX CORPORATION | $63.8M | 1.72% | 336,393 | 减持 |
| 17 | JNJ | JOHNSON & JOHNSON | $62.5M | 1.68% | 246,132 | 减持 |
| 18 | CIEN | CIENA CORP | $62.3M | 1.67% | 127,011 | 减持 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $60.1M | 1.62% | 80,324 | 减持 |
| 20 | MCK | MCKESSON CORP | $54.9M | 1.48% | 72,607 | 减持 |
| 21 | QCOM | QUALCOMM INC | $52.8M | 1.42% | 285,578 | 减持 |
| 22 | IJR | ISHARES TR | $49.7M | 1.34% | 335,169 | 减持 |
| 23 | BLK | BLACKROCK INC | $46.4M | 1.25% | 48,274 | 减持 |
| 24 | INTC | INTEL CORP | $44.4M | 1.19% | 318,328 | 减持 |
| 25 | ALL | ALLSTATE CORP | $43.6M | 1.17% | 182,214 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR