Beck Bode, LLC
- SEC CIK
- 0001790548
- 最新申報
- 2026/8/13
2021 年第 1 季到 2021 年第 2 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 259 檔
- 估計 +$1.07 億
- 加碼
- 34 檔
- 估計 +$1,453 萬
- 減碼
- 32 檔
- 估計 −$1.17 億
- 清倉
- 1 檔
- 估計 −$106.3 萬
總值從 $3.25 億變成 $3.62 億（+$3,716 萬 (+11.4%)），持股從 69 檔變成 327 檔（+258）。
2021 年第 2 季全部持倉2021 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2021 年第 2 季，下面灰字是 2021 年第 1 季。兩季之間拆股的股票，2021 年第 1 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | 加碼歷史 | 24,55624,485 | +71+0.3% | $1,965 萬$1,307 萬 | +$5.68 萬 | 5.4%4.0% | +1.40 |
| MSFTMicrosoft Corp | 加碼歷史 | 55,95254,639 | +1,313+2.4% | $1,516 萬$1,288 萬 | +$35.6 萬 | 4.2%4.0% | +0.22 |
| METAMeta Platforms, Inc. | 加碼歷史 | 40,38440,104 | +280+0.7% | $1,404 萬$1,181 萬 | +$9.74 萬 | 3.9%3.6% | +0.24 |
| AESAES Corp | 加碼歷史 | 521,874508,720 | +13,154+2.6% | $1,361 萬$1,364 萬 | +$34.3 萬 | 3.8%4.2% | −0.44 |
| ACHAccendra Health Inc | 加碼歷史 | 314,361307,018 | +7,343+2.4% | $1,331 萬$1,154 萬 | +$31.1 萬 | 3.7%3.5% | +0.12 |
| NINisource Inc. | 加碼歷史 | 538,913525,099 | +13,814+2.6% | $1,320 萬$1,266 萬 | +$33.8 萬 | 3.6%3.9% | −0.25 |
| NEENextera Energy Inc | 加碼歷史 | 179,935175,783 | +4,152+2.4% | $1,319 萬$1,329 萬 | +$30.4 萬 | 3.6%4.1% | −0.45 |
| NGGNational Grid PLC | 加碼歷史 | 201,480195,181 | +6,299+3.2% | $1,288 萬$1,156 萬 | +$40.3 萬 | 3.6%3.6% | 0.00 |
| Atlantica Sustainable Infr PG0751N103 | 加碼– | 329,234315,052 | +14,182+4.5% | $1,225 萬$1,154 萬 | +$52.8 萬 | 3.4%3.5% | −0.17 |
| STZConstellation Brands, Inc. | 加碼歷史 | 51,94847,291 | +4,657+9.8% | $1,215 萬$1,078 萬 | +$108.9 萬 | 3.4%3.3% | +0.04 |
| AWKAmerican Water Works Company, Inc. | 新進歷史 | 76,0440 | +76,044 | $1,172 萬$0 | +$1,172 萬 | 3.2%0.0% | +3.24 |
| WTRGEssential Utilities, Inc. | 新進歷史 | 253,1100 | +253,110 | $1,157 萬$0 | +$1,157 萬 | 3.2%0.0% | +3.19 |
| VZVerizon Communications Inc | 加碼歷史 | 202,424193,810 | +8,614+4.4% | $1,134 萬$1,127 萬 | +$48.3 萬 | 3.1%3.5% | −0.34 |
| ETREntergy Corp | 新進歷史 | 110,3680 | +110,368 | $1,100 萬$0 | +$1,100 萬 | 3.0%0.0% | +3.04 |
| PORPortland General Electric Co | 新進歷史 | 237,2290 | +237,229 | $1,093 萬$0 | +$1,093 萬 | 3.0%0.0% | +3.02 |
| SONOSonos Inc | 加碼歷史 | 270,268266,158 | +4,110+1.5% | $952.2 萬$997.3 萬 | +$14.5 萬 | 2.6%3.1% | −0.44 |
| AMZNAmazon Com Inc | 新進歷史 | 2,7610 | +2,761 | $949.8 萬$0 | +$949.8 萬 | 2.6%0.0% | +2.62 |
| LPXLouisiana-Pacific Corp | 加碼歷史 | 130,835116,272 | +14,563+12.5% | $788.8 萬$644.8 萬 | +$87.8 萬 | 2.2%2.0% | +0.19 |
| AAgilent Technologies, Inc. | 加碼歷史 | 53,00950,042 | +2,967+5.9% | $783.5 萬$636.2 萬 | +$43.9 萬 | 2.2%2.0% | +0.21 |
| CRWDCrowdStrike Holdings, Inc. | 減碼歷史 | 31,04731,245 | −198−0.6% | $780.2 萬$570.3 萬 | −$4.98 萬 | 2.2%1.8% | +0.40 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 120,896108,594 | +12,302+11.3% | $762.6 萬$606.3 萬 | +$77.6 萬 | 2.1%1.9% | +0.24 |
| ABBNYABB Ltd | 新進歷史 | 222,8750 | +222,875 | $757.6 萬$0 | +$757.6 萬 | 2.1%0.0% | +2.09 |
| REGNRegeneron Pharmaceuticals, Inc. | 加碼歷史 | 12,87212,822 | +50+0.4% | $719.0 萬$606.7 萬 | +$2.79 萬 | 2.0%1.9% | +0.12 |
| AVTRAvantor, Inc. | 減碼歷史 | 202,448203,489 | −1,041−0.5% | $718.9 萬$588.7 萬 | −$3.70 萬 | 2.0%1.8% | +0.17 |
| WECWec Energy Group, Inc. | 新進歷史 | 74,5320 | +74,532 | $663.0 萬$0 | +$663.0 萬 | 1.8%0.0% | +1.83 |
| AAPLApple Inc. | 減碼歷史 | 47,23447,708 | −474−1.0% | $646.9 萬$582.8 萬 | −$6.49 萬 | 1.8%1.8% | −0.01 |
| ZSZscaler, Inc. | 加碼歷史 | 26,71024,054 | +2,656+11.0% | $577.1 萬$412.9 萬 | +$57.4 萬 | 1.6%1.3% | +0.32 |
| FDXFedEx Corp | 加碼歷史 | 18,74217,596 | +1,146+6.5% | $559.1 萬$499.8 萬 | +$34.2 萬 | 1.5%1.5% | +0.01 |
| NFLXNetflix Inc | 新進歷史 | 10,5770 | +10,577 | $558.7 萬$0 | +$558.7 萬 | 1.5%0.0% | +1.54 |
| LUNGPulmonx Corp | 新進歷史 | 116,4420 | +116,442 | $513.7 萬$0 | +$513.7 萬 | 1.4%0.0% | +1.42 |
| ADIAnalog Devices Inc | 加碼歷史 | 29,1684,863 | +24,305+499.8% | $502.2 萬$75.4 萬 | +$418.5 萬 | 1.4%0.2% | +1.15 |
| ISRGIntuitive Surgical Inc | 新進歷史 | 5,3470 | +5,347 | $491.7 萬$0 | +$491.7 萬 | 1.4%0.0% | +1.36 |
| ABBVAbbVie Inc. | 新進歷史 | 40,8010 | +40,801 | $459.6 萬$0 | +$459.6 萬 | 1.3%0.0% | +1.27 |
| DDOGDatadog, Inc. | 減碼歷史 | 34,16144,591 | −10,430−23.4% | $355.5 萬$371.6 萬 | −$108.5 萬 | 1.0%1.1% | −0.16 |
| MOSMosaic Co | 新進歷史 | 86,7760 | +86,776 | $276.9 萬$0 | +$276.9 萬 | 0.8%0.0% | +0.76 |
| LOWLowes Companies Inc | 加碼歷史 | 11,2819,735 | +1,546+15.9% | $218.8 萬$185.1 萬 | +$30.0 萬 | 0.6%0.6% | +0.03 |
| FTNTFortinet, Inc. | 加碼歷史 | 9,0228,875 | +147+1.7% | $214.9 萬$163.7 萬 | +$3.50 萬 | 0.6%0.5% | +0.09 |
| ROKRockwell Automation, Inc | 新進歷史 | 5,8400 | +5,840 | $167.0 萬$0 | +$167.0 萬 | 0.5%0.0% | +0.46 |
| XRAYDentsply Sirona Inc. | 加碼歷史 | 25,71524,568 | +1,147+4.7% | $162.7 萬$156.8 萬 | +$7.26 萬 | 0.4%0.5% | −0.03 |
| SPBSpectrum Brands Holdings, Inc. | 加碼歷史 | 18,04715,757 | +2,290+14.5% | $153.5 萬$133.9 萬 | +$19.5 萬 | 0.4%0.4% | +0.01 |
| AUDCAudiocodes Ltd | 加碼歷史 | 41,79037,817 | +3,973+10.5% | $138.3 萬$102.0 萬 | +$13.1 萬 | 0.4%0.3% | +0.07 |
| CVSCVS Health Corp | 加碼歷史 | 15,8822,730 | +13,152+481.8% | $132.5 萬$20.5 萬 | +$109.7 萬 | 0.4%0.1% | +0.30 |
| STXSeagate Technology Holdings plc | 新進歷史 | 14,8000 | +14,800 | $130.1 萬$0 | +$130.1 萬 | 0.4%0.0% | +0.36 |
| TELTE Connectivity plc | 加碼歷史 | 9,1268,992 | +134+1.5% | $123.4 萬$116.1 萬 | +$1.81 萬 | 0.3%0.4% | −0.02 |
| APHAmphenol Corp | 加碼歷史 | 16,6559,869 | +6,786+68.8% | $113.9 萬$65.1 萬 | +$46.4 萬 | 0.3%0.2% | +0.11 |
| IPInternational Paper Co | 新進歷史 | 15,8010 | +15,801 | $96.9 萬$0 | +$96.9 萬 | 0.3%0.0% | +0.27 |
| QRVOQorvo, Inc. | 加碼歷史 | 4,7704,661 | +109+2.3% | $93.3 萬$85.2 萬 | +$2.13 萬 | 0.3%0.3% | 0.00 |
| DFSDiscover Financial Services | 新進歷史 | 6,5200 | +6,520 | $77.1 萬$0 | +$77.1 萬 | 0.2%0.0% | +0.21 |
| RTXRTX Corp | 減碼歷史 | 8,5118,933 | −422−4.7% | $72.6 萬$69.0 萬 | −$3.60 萬 | 0.2%0.2% | −0.01 |
| BCCBoise Cascade Co | 新進歷史 | 11,8900 | +11,890 | $69.4 萬$0 | +$69.4 萬 | 0.2%0.0% | +0.19 |
| ONOn Semiconductor Corp | 新進歷史 | 17,1060 | +17,106 | $65.5 萬$0 | +$65.5 萬 | 0.2%0.0% | +0.18 |
| MIMEMimecast Ltd | 加碼歷史 | 11,91110,654 | +1,257+11.8% | $63.2 萬$42.8 萬 | +$6.67 萬 | 0.2%0.1% | +0.04 |
| PNCPNC Financial Services Group, Inc. | 新進歷史 | 3,2700 | +3,270 | $62.4 萬$0 | +$62.4 萬 | 0.2%0.0% | +0.17 |
| PFEPfizer Inc | 減碼歷史 | 13,66614,360 | −694−4.8% | $53.5 萬$52.0 萬 | −$2.72 萬 | 0.1%0.2% | −0.01 |
| CSCOCisco Systems, Inc. | 減碼歷史 | 9,86110,400 | −539−5.2% | $52.3 萬$53.8 萬 | −$2.86 萬 | 0.1%0.2% | −0.02 |
| GOOGLAlphabet Inc. | 不變歷史 | 213213 | 00.0% | $52.0 萬$43.9 萬 | $0 | 0.1%0.1% | +0.01 |
| ICLRIcon PLC | 新進歷史 | 2,4220 | +2,422 | $50.1 萬$0 | +$50.1 萬 | 0.1%0.0% | +0.14 |
| WMTWalmart Inc. | 減碼歷史 | 3,4353,633 | −198−5.5% | $48.4 萬$49.4 萬 | −$2.79 萬 | 0.1%0.2% | −0.02 |
| BMYBristol Myers Squibb Co | 減碼歷史 | 7,0849,707 | −2,623−27.0% | $47.3 萬$61.3 萬 | −$17.5 萬 | 0.1%0.2% | −0.06 |
| Fidelity MSCI Utilities Index ETF316092865 | 新進– | 11,5000 | +11,500 | $47.2 萬$0 | +$47.2 萬 | 0.1%0.0% | +0.13 |
| EWEdwards Lifesciences Corp | 加碼歷史 | 4,2854,071 | +214+5.3% | $44.4 萬$34.0 萬 | +$2.22 萬 | 0.1%0.1% | +0.02 |
| DGXQuest Diagnostics Inc | 加碼歷史 | 3,0722,081 | +991+47.6% | $40.5 萬$26.7 萬 | +$13.1 萬 | 0.1%0.1% | +0.03 |
| BACBank of America Corp | 減碼歷史 | 8,5619,608 | −1,047−10.9% | $35.3 萬$37.2 萬 | −$4.32 萬 | 0.1%0.1% | −0.02 |
| DEDeere & Co | 加碼歷史 | 928613 | +315+51.4% | $32.7 萬$22.9 萬 | +$11.1 萬 | 0.1%0.1% | +0.02 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 812822 | −10−1.2% | $32.5 萬$30.6 萬 | −$4,002.46 | 0.1%0.1% | 0.00 |
| TSLATesla, Inc. | 不變歷史 | 469469 | 00.0% | $31.9 萬$31.3 萬 | $0 | 0.1%0.1% | −0.01 |
| DOWDow Inc. | 加碼歷史 | 4,9233,192 | +1,731+54.2% | $31.2 萬$20.4 萬 | +$11.0 萬 | 0.1%0.1% | +0.02 |
| HDHome Depot, Inc. | 加碼歷史 | 955702 | +253+36.0% | $30.5 萬$21.4 萬 | +$8.08 萬 | 0.1%0.1% | +0.02 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | 減碼– | 4,2274,331 | −104−2.4% | $26.7 萬$27.7 萬 | −$6,569.2 | 0.1%0.1% | −0.01 |
| PGProcter & Gamble Co | 減碼歷史 | 1,8581,888 | −30−1.6% | $25.1 萬$25.6 萬 | −$4,052.74 | 0.1%0.1% | −0.01 |
| DUKDuke Energy CORP | 減碼歷史 | 2,5252,575 | −50−1.9% | $24.9 萬$24.9 萬 | −$4,930.69 | 0.1%0.1% | −0.01 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 540614 | −74−12.1% | $23.1 萬$24.3 萬 | −$3.17 萬 | 0.1%0.1% | −0.01 |
| TAT&T Inc. | 減碼歷史 | 7,9608,654 | −694−8.0% | $22.9 萬$26.2 萬 | −$2.00 萬 | 0.1%0.1% | −0.02 |
| BHPBHP Group Ltd | 新進歷史 | 3,0520 | +3,052 | $22.2 萬$0 | +$22.2 萬 | 0.1%0.0% | +0.06 |
| JNJJohnson & Johnson | 新進歷史 | 1,2220 | +1,222 | $20.1 萬$0 | +$20.1 萬 | 0.1%0.0% | +0.06 |
| WMWaste Management Inc | 減碼歷史 | 1,4271,600 | −173−10.8% | $20.0 萬$20.6 萬 | −$2.42 萬 | 0.1%0.1% | −0.01 |
| MCDMcDonalds Corp | 新進歷史 | 8500 | +850 | $19.6 萬$0 | +$19.6 萬 | 0.1%0.0% | +0.05 |
| LULUlululemon athletica inc. | 減碼歷史 | 51840,455 | −39,937−98.7% | $18.9 萬$1,241 萬 | −$1,457 萬 | 0.1%3.8% | −3.76 |
| EXCExelon Corp | 減碼歷史 | 4,2574,807 | −550−11.4% | $18.9 萬$21.0 萬 | −$2.44 萬 | 0.1%0.1% | −0.01 |
| TMOThermo Fisher Scientific Inc. | 新進歷史 | 3650 | +365 | $18.4 萬$0 | +$18.4 萬 | 0.1%0.0% | +0.05 |
| MTDMettler Toledo International Inc | 新進歷史 | 1270 | +127 | $17.6 萬$0 | +$17.6 萬 | <0.1%0.0% | +0.05 |
| MOAltria Group, Inc. | 新進歷史 | 3,6170 | +3,617 | $17.2 萬$0 | +$17.2 萬 | <0.1%0.0% | +0.05 |
| JPMJPMorgan Chase & Co | 新進歷史 | 1,0940 | +1,094 | $17.0 萬$0 | +$17.0 萬 | <0.1%0.0% | +0.05 |
| TGTTarget Corp | 減碼歷史 | 64642,567 | −41,921−98.5% | $15.6 萬$843.1 萬 | −$1,012 萬 | <0.1%2.6% | −2.55 |
| BAXBaxter International Inc | 新進歷史 | 1,8000 | +1,800 | $14.5 萬$0 | +$14.5 萬 | <0.1%0.0% | +0.04 |
| DTEDte Energy Co | 減碼歷史 | 1,0801,731 | −651−37.6% | $14.0 萬$23.0 萬 | −$8.44 萬 | <0.1%0.1% | −0.03 |
| BURLBurlington Stores, Inc. | 新進歷史 | 4290 | +429 | $13.8 萬$0 | +$13.8 萬 | <0.1%0.0% | +0.04 |
| DISWalt Disney Co | 新進歷史 | 7770 | +777 | $13.6 萬$0 | +$13.6 萬 | <0.1%0.0% | +0.04 |
| AEPAmerican Electric Power Co Inc | 新進歷史 | 1,5490 | +1,549 | $13.1 萬$0 | +$13.1 萬 | <0.1%0.0% | +0.04 |
| NTNXNutanix, Inc. | 新進歷史 | 3,3390 | +3,339 | $12.8 萬$0 | +$12.8 萬 | <0.1%0.0% | +0.04 |
| ABTAbbott Laboratories | 減碼歷史 | 1,088107,460 | −106,372−99.0% | $12.6 萬$1,288 萬 | −$1,232 萬 | <0.1%4.0% | −3.93 |
| MRKMerck & Co., Inc. | 新進歷史 | 1,6020 | +1,602 | $12.5 萬$0 | +$12.5 萬 | <0.1%0.0% | +0.03 |
| THCTenet Healthcare Corp | 新進歷史 | 1,8000 | +1,800 | $12.1 萬$0 | +$12.1 萬 | <0.1%0.0% | +0.03 |
| ENBEnbridge Inc | 新進歷史 | 2,8100 | +2,810 | $11.3 萬$0 | +$11.3 萬 | <0.1%0.0% | +0.03 |
| HEHawaiian Electric Industries Inc | 減碼歷史 | 2,541248,003 | −245,462−99.0% | $10.7 萬$1,102 萬 | −$1,034 萬 | <0.1%3.4% | −3.36 |
| WBAWalgreens Boots Alliance, Inc. | 新進歷史 | 2,0000 | +2,000 | $10.5 萬$0 | +$10.5 萬 | <0.1%0.0% | +0.03 |
| WSTWest Pharmaceutical Services Inc | 新進歷史 | 2850 | +285 | $10.2 萬$0 | +$10.2 萬 | <0.1%0.0% | +0.03 |
| HONHoneywell International Inc | 新進歷史 | 4500 | +450 | $9.90 萬$0 | +$9.90 萬 | <0.1%0.0% | +0.03 |
| PPGPPG Industries Inc | 新進歷史 | 5620 | +562 | $9.50 萬$0 | +$9.50 萬 | <0.1%0.0% | +0.03 |
| State Street Financial Select Sector SPDR ETF81369Y605 | 新進– | 2,5830 | +2,583 | $9.50 萬$0 | +$9.50 萬 | <0.1%0.0% | +0.03 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。