Beck Bode, LLC
- SEC CIK
- 0001790548
- 最新申報
- 2026/8/13
2021 年第 2 季到 2021 年第 3 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
- 16 檔
- 估計 +$4,848 萬
- 加碼
- 39 檔
- 估計 +$4,799 萬
- 減碼
- 25 檔
- 估計 −$1,112 萬
- 清倉
- 257 檔
- 估計 −$8,994 萬
總值從 $3.62 億變成 $3.59 億（−$371.5 萬 (−1.0%)），持股從 327 檔變成 86 檔（−241）。
2021 年第 3 季全部持倉2021 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2021 年第 3 季，下面灰字是 2021 年第 2 季。兩季之間拆股的股票，2021 年第 2 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 | 減碼依 4 比 1 拆股換算歷史 | 96,59198,224 | −1,633−1.7% | $2,001 萬$1,965 萬 | −$33.8 萬 | 5.6%5.4% | +0.16 |
| MSFTMicrosoft Corp | 減碼歷史 | 55,82155,952 | −131−0.2% | $1,574 萬$1,516 萬 | −$3.69 萬 | 4.4%4.2% | +0.21 |
| METAMeta Platforms, Inc. | 加碼歷史 | 40,78040,384 | +396+1.0% | $1,384 萬$1,404 萬 | +$13.4 萬 | 3.9%3.9% | −0.02 |
| NEENextera Energy Inc | 減碼歷史 | 172,839179,935 | −7,096−3.9% | $1,357 萬$1,319 萬 | −$55.7 萬 | 3.8%3.6% | +0.15 |
| NINisource Inc. | 減碼歷史 | 522,221538,913 | −16,692−3.1% | $1,265 萬$1,320 萬 | −$40.4 萬 | 3.5%3.6% | −0.12 |
| AWKAmerican Water Works Company, Inc. | 減碼歷史 | 73,99776,044 | −2,047−2.7% | $1,251 萬$1,172 萬 | −$34.6 萬 | 3.5%3.2% | +0.25 |
| AESAES Corp | 減碼歷史 | 511,607521,874 | −10,267−2.0% | $1,168 萬$1,361 萬 | −$23.4 萬 | 3.3%3.8% | −0.50 |
| STZConstellation Brands, Inc. | 加碼歷史 | 54,20851,948 | +2,260+4.4% | $1,142 萬$1,215 萬 | +$47.6 萬 | 3.2%3.4% | −0.17 |
| VZVerizon Communications Inc | 加碼歷史 | 211,091202,424 | +8,667+4.3% | $1,140 萬$1,134 萬 | +$46.8 萬 | 3.2%3.1% | +0.05 |
| OGEOGE Energy Corp. | 加碼歷史 | 345,6111,080 | +344,531+31,901.0% | $1,139 萬$3.60 萬 | +$1,136 萬 | 3.2%<0.1% | +3.17 |
| Atlantica Sustainable Infr PG0751N103 | 減碼– | 321,433329,234 | −7,801−2.4% | $1,109 萬$1,225 萬 | −$26.9 萬 | 3.1%3.4% | −0.29 |
| ETREntergy Corp | 加碼歷史 | 111,443110,368 | +1,075+1.0% | $1,107 萬$1,100 萬 | +$10.7 萬 | 3.1%3.0% | +0.05 |
| HEHawaiian Electric Industries Inc | 加碼歷史 | 264,3622,541 | +261,821+10,303.9% | $1,079 萬$10.7 萬 | +$1,069 萬 | 3.0%<0.1% | +2.98 |
| VSTVistra Corp. | 加碼歷史 | 618,2652,852 | +615,413+21,578.3% | $1,057 萬$5.30 萬 | +$1,052 萬 | 2.9%<0.1% | +2.93 |
| VRTXVertex Pharmaceuticals Inc | 加碼歷史 | 53,82310 | +53,813+538,130.0% | $976.3 萬$2,000 | +$976.1 萬 | 2.7%<0.1% | +2.72 |
| SONOSonos Inc | 加碼歷史 | 275,958270,268 | +5,690+2.1% | $893.0 萬$952.2 萬 | +$18.4 萬 | 2.5%2.6% | −0.14 |
| AAgilent Technologies, Inc. | 加碼歷史 | 55,08253,009 | +2,073+3.9% | $867.7 萬$783.5 萬 | +$32.7 萬 | 2.4%2.2% | +0.26 |
| AVTRAvantor, Inc. | 減碼歷史 | 199,214202,448 | −3,234−1.6% | $814.8 萬$718.9 萬 | −$13.2 萬 | 2.3%2.0% | +0.29 |
| ABBNYABB Ltd | 加碼歷史 | 238,503222,875 | +15,628+7.0% | $795.6 萬$757.6 萬 | +$52.1 萬 | 2.2%2.1% | +0.13 |
| MRVIMaravai Lifesciences Holdings, Inc. | 新進歷史 | 160,0640 | +160,064 | $785.6 萬$0 | +$785.6 萬 | 2.2%0.0% | +2.19 |
| PLYAPlaya Hotels & Resorts N.V. | 新進歷史 | 935,1210 | +935,121 | $775.2 萬$0 | +$775.2 萬 | 2.2%0.0% | +2.16 |
| REGNRegeneron Pharmaceuticals, Inc. | 減碼歷史 | 12,68112,872 | −191−1.5% | $767.4 萬$719.0 萬 | −$11.6 萬 | 2.1%2.0% | +0.16 |
| CRWDCrowdStrike Holdings, Inc. | 減碼歷史 | 30,17531,047 | −872−2.8% | $741.6 萬$780.2 萬 | −$21.4 萬 | 2.1%2.2% | −0.09 |
| WECWec Energy Group, Inc. | 加碼歷史 | 83,03574,532 | +8,503+11.4% | $732.4 萬$663.0 萬 | +$75.0 萬 | 2.0%1.8% | +0.21 |
| ZSZscaler, Inc. | 加碼歷史 | 27,68826,710 | +978+3.7% | $726.0 萬$577.1 萬 | +$25.6 萬 | 2.0%1.6% | +0.43 |
| AAPLApple Inc. | 減碼歷史 | 46,26647,234 | −968−2.0% | $654.7 萬$646.9 萬 | −$13.7 萬 | 1.8%1.8% | +0.04 |
| NBIXNeurocrine Biosciences Inc | 新進歷史 | 62,7400 | +62,740 | $601.7 萬$0 | +$601.7 萬 | 1.7%0.0% | +1.68 |
| ISRGIntuitive Surgical Inc | 加碼歷史 | 5,7325,347 | +385+7.2% | $569.8 萬$491.7 萬 | +$38.3 萬 | 1.6%1.4% | +0.23 |
| UTHRUnited Therapeutics Corp | 新進歷史 | 28,2860 | +28,286 | $522.1 萬$0 | +$522.1 萬 | 1.5%0.0% | +1.46 |
| LUNGPulmonx Corp | 加碼歷史 | 128,339116,442 | +11,897+10.2% | $461.8 萬$513.7 萬 | +$42.8 萬 | 1.3%1.4% | −0.13 |
| ABBVAbbVie Inc. | 減碼歷史 | 40,61040,801 | −191−0.5% | $438.1 萬$459.6 萬 | −$2.06 萬 | 1.2%1.3% | −0.05 |
| FDXFedEx Corp | 加碼歷史 | 19,48118,742 | +739+3.9% | $427.2 萬$559.1 萬 | +$16.2 萬 | 1.2%1.5% | −0.35 |
| ONEM1Life Healthcare Inc | 新進歷史 | 188,5890 | +188,589 | $381.9 萬$0 | +$381.9 萬 | 1.1%0.0% | +1.07 |
| DRVNDriven Brands Holdings Inc. | 新進歷史 | 118,4140 | +118,414 | $342.1 萬$0 | +$342.1 萬 | 1.0%0.0% | +0.95 |
| AXSMAxsome Therapeutics, Inc. | 新進歷史 | 102,1270 | +102,127 | $336.6 萬$0 | +$336.6 萬 | 0.9%0.0% | +0.94 |
| FTVFortive Corp | 新進歷史 | 47,2170 | +47,217 | $333.2 萬$0 | +$333.2 萬 | 0.9%0.0% | +0.93 |
| DDOGDatadog, Inc. | 減碼歷史 | 21,66134,161 | −12,500−36.6% | $306.2 萬$355.5 萬 | −$176.7 萬 | 0.9%1.0% | −0.13 |
| FTNTFortinet, Inc. | 減碼歷史 | 8,9179,022 | −105−1.2% | $260.4 萬$214.9 萬 | −$3.07 萬 | 0.7%0.6% | +0.13 |
| LOWLowes Companies Inc | 加碼歷史 | 11,83911,281 | +558+4.9% | $240.2 萬$218.8 萬 | +$11.3 萬 | 0.7%0.6% | +0.07 |
| NARIInari Medical, Inc. | 新進歷史 | 27,8530 | +27,853 | $225.9 萬$0 | +$225.9 萬 | 0.6%0.0% | +0.63 |
| ROKRockwell Automation, Inc | 加碼歷史 | 6,2065,840 | +366+6.3% | $182.5 萬$167.0 萬 | +$10.8 萬 | 0.5%0.5% | +0.05 |
| SPBSpectrum Brands Holdings, Inc. | 加碼歷史 | 19,01318,047 | +966+5.4% | $181.9 萬$153.5 萬 | +$9.24 萬 | 0.5%0.4% | +0.08 |
| XRAYDentsply Sirona Inc. | 加碼歷史 | 26,88725,715 | +1,172+4.6% | $156.1 萬$162.7 萬 | +$6.80 萬 | 0.4%0.4% | −0.01 |
| FISVFiserv Inc | 新進歷史 | 14,0070 | +14,007 | $152.0 萬$0 | +$152.0 萬 | 0.4%0.0% | +0.42 |
| AUDCAudiocodes Ltd | 加碼歷史 | 46,29641,790 | +4,506+10.8% | $150.6 萬$138.3 萬 | +$14.7 萬 | 0.4%0.4% | +0.04 |
| APHAmphenol Corp | 加碼歷史 | 19,88816,655 | +3,233+19.4% | $145.6 萬$113.9 萬 | +$23.7 萬 | 0.4%0.3% | +0.09 |
| CVSCVS Health Corp | 加碼歷史 | 16,59915,882 | +717+4.5% | $140.9 萬$132.5 萬 | +$6.09 萬 | 0.4%0.4% | +0.03 |
| RAREUltragenyx Pharmaceutical Inc. | 新進歷史 | 14,9900 | +14,990 | $135.2 萬$0 | +$135.2 萬 | 0.4%0.0% | +0.38 |
| TELTE Connectivity plc | 加碼歷史 | 9,6739,126 | +547+6.0% | $132.7 萬$123.4 萬 | +$7.50 萬 | 0.4%0.3% | +0.03 |
| STXSeagate Technology Holdings plc | 加碼歷史 | 15,45414,800 | +654+4.4% | $127.5 萬$130.1 萬 | +$5.40 萬 | 0.4%0.4% | 0.00 |
| NVSTEnvista Holdings Corp | 新進歷史 | 23,3730 | +23,373 | $97.7 萬$0 | +$97.7 萬 | 0.3%0.0% | +0.27 |
| QRVOQorvo, Inc. | 加碼歷史 | 5,2114,770 | +441+9.2% | $87.1 萬$93.3 萬 | +$7.37 萬 | 0.2%0.3% | −0.01 |
| GILGildan Activewear Inc. | 新進歷史 | 22,9840 | +22,984 | $83.9 萬$0 | +$83.9 萬 | 0.2%0.0% | +0.23 |
| ONOn Semiconductor Corp | 加碼歷史 | 17,57017,106 | +464+2.7% | $80.4 萬$65.5 萬 | +$2.12 萬 | 0.2%0.2% | +0.04 |
| MIMEMimecast Ltd | 加碼歷史 | 11,99711,911 | +86+0.7% | $76.3 萬$63.2 萬 | +$5,469.53 | 0.2%0.2% | +0.04 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 12,819120,896 | −108,077−89.4% | $75.4 萬$762.6 萬 | −$635.7 萬 | 0.2%2.1% | −1.89 |
| RTXRTX Corp | 加碼歷史 | 8,6118,511 | +100+1.2% | $74.0 萬$72.6 萬 | +$8,593.66 | 0.2%0.2% | +0.01 |
| ICLRIcon PLC | 加碼歷史 | 2,7542,422 | +332+13.7% | $72.2 萬$50.1 萬 | +$8.70 萬 | 0.2%0.1% | +0.06 |
| PNCPNC Financial Services Group, Inc. | 加碼歷史 | 3,4173,270 | +147+4.5% | $66.9 萬$62.4 萬 | +$2.88 萬 | 0.2%0.2% | +0.01 |
| PFEPfizer Inc | 減碼歷史 | 13,59213,666 | −74−0.5% | $58.5 萬$53.5 萬 | −$3,184.96 | 0.2%0.1% | +0.02 |
| GOOGLAlphabet Inc. | 不變歷史 | 213213 | 00.0% | $56.9 萬$52.0 萬 | $0 | 0.2%0.1% | +0.02 |
| CSCOCisco Systems, Inc. | 加碼歷史 | 9,8629,861 | +10.0% | $53.7 萬$52.3 萬 | +$54.45 | 0.1%0.1% | +0.01 |
| EWEdwards Lifesciences Corp | 加碼歷史 | 4,5084,285 | +223+5.2% | $51.0 萬$44.4 萬 | +$2.52 萬 | 0.1%0.1% | +0.02 |
| WMTWalmart Inc. | 減碼歷史 | 3,4073,435 | −28−0.8% | $47.5 萬$48.4 萬 | −$3,903.73 | 0.1%0.1% | 0.00 |
| Fidelity MSCI Utilities Index ETF316092865 | 不變– | 11,50011,500 | 00.0% | $47.3 萬$47.2 萬 | $0 | 0.1%0.1% | 0.00 |
| DGXQuest Diagnostics Inc | 加碼歷史 | 3,1323,072 | +60+2.0% | $45.5 萬$40.5 萬 | +$8,716.48 | 0.1%0.1% | +0.02 |
| TSLATesla, Inc. | 不變歷史 | 469469 | 00.0% | $36.4 萬$31.9 萬 | $0 | 0.1%0.1% | +0.01 |
| BACBank of America Corp | 減碼歷史 | 8,2328,561 | −329−3.8% | $34.9 萬$35.3 萬 | −$1.39 萬 | 0.1%0.1% | 0.00 |
| DEDeere & Co | 加碼歷史 | 944928 | +16+1.7% | $31.6 萬$32.7 萬 | +$5,355.93 | 0.1%0.1% | 0.00 |
| HDHome Depot, Inc. | 加碼歷史 | 960955 | +5+0.5% | $31.5 萬$30.5 萬 | +$1,640.63 | 0.1%0.1% | 0.00 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 803812 | −9−1.1% | $31.4 萬$32.5 萬 | −$3,519.3 | 0.1%0.1% | 0.00 |
| BMYBristol Myers Squibb Co | 減碼歷史 | 5,2317,084 | −1,853−26.2% | $31.0 萬$47.3 萬 | −$11.0 萬 | 0.1%0.1% | −0.04 |
| PKGPackaging Corp of America | 新進歷史 | 2,2410 | +2,241 | $30.8 萬$0 | +$30.8 萬 | 0.1%0.0% | +0.09 |
| DOWDow Inc. | 減碼歷史 | 4,9114,923 | −12−0.2% | $28.3 萬$31.2 萬 | −$691.51 | 0.1%0.1% | −0.01 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | 減碼– | 4,0624,227 | −165−3.9% | $25.9 萬$26.7 萬 | −$1.05 萬 | 0.1%0.1% | 0.00 |
| PGProcter & Gamble Co | 減碼歷史 | 1,8311,858 | −27−1.5% | $25.6 萬$25.1 萬 | −$3,774.99 | 0.1%0.1% | 0.00 |
| DUKDuke Energy CORP | 減碼歷史 | 2,5022,525 | −23−0.9% | $24.4 萬$24.9 萬 | −$2,243.01 | 0.1%0.1% | 0.00 |
| TXNTexas Instruments Inc | 新進歷史 | 1,2590 | +1,259 | $24.2 萬$0 | +$24.2 萬 | 0.1%0.0% | +0.07 |
| CLXClorox Co | 加碼歷史 | 1,406100 | +1,306+1,306.0% | $23.3 萬$1.80 萬 | +$21.6 萬 | 0.1%<0.1% | +0.06 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 525540 | −15−2.8% | $22.5 萬$23.1 萬 | −$6,428.57 | 0.1%0.1% | 0.00 |
| JNJJohnson & Johnson | 加碼歷史 | 1,3701,222 | +148+12.1% | $22.1 萬$20.1 萬 | +$2.39 萬 | 0.1%0.1% | +0.01 |
| TAT&T Inc. | 加碼歷史 | 7,9667,960 | +6+0.1% | $21.5 萬$22.9 萬 | +$161.94 | 0.1%0.1% | 0.00 |
| WMWaste Management Inc | 不變歷史 | 1,4271,427 | 00.0% | $21.3 萬$20.0 萬 | $0 | 0.1%0.1% | 0.00 |
| TMOThermo Fisher Scientific Inc. | 不變歷史 | 365365 | 00.0% | $20.9 萬$18.4 萬 | $0 | 0.1%0.1% | +0.01 |
| MCDMcDonalds Corp | 不變歷史 | 850850 | 00.0% | $20.5 萬$19.6 萬 | $0 | 0.1%0.1% | 0.00 |
| GRMNGarmin Ltd | 新進歷史 | 1,2990 | +1,299 | $20.2 萬$0 | +$20.2 萬 | 0.1%0.0% | +0.06 |
| ACHAccendra Health Inc | 清倉歷史 | 0314,361 | −314,361−100.0% | $0$1,331 萬 | −$1,331 萬 | 0.0%3.7% | −3.67 |
| NGGNational Grid PLC | 清倉歷史 | 0201,480 | −201,480−100.0% | $0$1,288 萬 | −$1,288 萬 | 0.0%3.6% | −3.56 |
| WTRGEssential Utilities, Inc. | 清倉歷史 | 0253,110 | −253,110−100.0% | $0$1,157 萬 | −$1,157 萬 | 0.0%3.2% | −3.19 |
| PORPortland General Electric Co | 清倉歷史 | 0237,229 | −237,229−100.0% | $0$1,093 萬 | −$1,093 萬 | 0.0%3.0% | −3.02 |
| AMZNAmazon Com Inc | 清倉歷史 | 02,761 | −2,761−100.0% | $0$949.8 萬 | −$949.8 萬 | 0.0%2.6% | −2.62 |
| LPXLouisiana-Pacific Corp | 清倉歷史 | 0130,835 | −130,835−100.0% | $0$788.8 萬 | −$788.8 萬 | 0.0%2.2% | −2.18 |
| NFLXNetflix Inc | 清倉歷史 | 010,577 | −10,577−100.0% | $0$558.7 萬 | −$558.7 萬 | 0.0%1.5% | −1.54 |
| ADIAnalog Devices Inc | 清倉歷史 | 029,168 | −29,168−100.0% | $0$502.2 萬 | −$502.2 萬 | 0.0%1.4% | −1.39 |
| MOSMosaic Co | 清倉歷史 | 086,776 | −86,776−100.0% | $0$276.9 萬 | −$276.9 萬 | 0.0%0.8% | −0.76 |
| IPInternational Paper Co | 清倉歷史 | 015,801 | −15,801−100.0% | $0$96.9 萬 | −$96.9 萬 | 0.0%0.3% | −0.27 |
| DFSDiscover Financial Services | 清倉歷史 | 06,520 | −6,520−100.0% | $0$77.1 萬 | −$77.1 萬 | 0.0%0.2% | −0.21 |
| BCCBoise Cascade Co | 清倉歷史 | 011,890 | −11,890−100.0% | $0$69.4 萬 | −$69.4 萬 | 0.0%0.2% | −0.19 |
| BHPBHP Group Ltd | 清倉歷史 | 03,052 | −3,052−100.0% | $0$22.2 萬 | −$22.2 萬 | 0.0%0.1% | −0.06 |
| LULUlululemon athletica inc. | 清倉歷史 | 0518 | −518−100.0% | $0$18.9 萬 | −$18.9 萬 | 0.0%0.1% | −0.05 |
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。