Beck Bode, LLC
- SEC CIK
- 0001790548
- 最新申報
- 2026/8/13
2021 年第 3 季到 2021 年第 4 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
- 21 檔
- 估計 +$1.04 億
- 加碼
- 44 檔
- 估計 +$785.0 萬
- 減碼
- 16 檔
- 估計 −$384.8 萬
- 清倉
- 21 檔
- 估計 −$9,911 萬
總值從 $3.59 億變成 $4.00 億（+$4,115 萬 (+11.5%)），持股從 86 檔變成 86 檔（0）。
2021 年第 4 季全部持倉2021 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2021 年第 4 季，下面灰字是 2021 年第 3 季。兩季之間拆股的股票，2021 年第 3 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 | 減碼歷史 | 95,33696,591 | −1,255−1.3% | $2,804 萬$2,001 萬 | −$36.9 萬 | 7.0%5.6% | +1.43 |
| MSFTMicrosoft Corp | 加碼歷史 | 56,59955,821 | +778+1.4% | $1,904 萬$1,574 萬 | +$26.2 萬 | 4.8%4.4% | +0.37 |
| NEENextera Energy Inc | 減碼歷史 | 171,246172,839 | −1,593−0.9% | $1,599 萬$1,357 萬 | −$14.9 萬 | 4.0%3.8% | +0.21 |
| NINisource Inc. | 減碼歷史 | 521,928522,221 | −293−0.1% | $1,441 萬$1,265 萬 | −$8,089.49 | 3.6%3.5% | +0.08 |
| STZConstellation Brands, Inc. | 加碼歷史 | 56,89854,208 | +2,690+5.0% | $1,428 萬$1,142 萬 | +$67.5 萬 | 3.6%3.2% | +0.39 |
| VSTVistra Corp. | 加碼歷史 | 622,280618,265 | +4,015+0.6% | $1,417 萬$1,057 萬 | +$9.14 萬 | 3.5%2.9% | +0.60 |
| AWKAmerican Water Works Company, Inc. | 加碼歷史 | 74,37773,997 | +380+0.5% | $1,405 萬$1,251 萬 | +$7.18 萬 | 3.5%3.5% | +0.03 |
| GTMZoomInfo Technologies Inc. | 新進歷史 | 211,8150 | +211,815 | $1,360 萬$0 | +$1,360 萬 | 3.4%0.0% | +3.40 |
| LADLithia Motors Inc | 新進歷史 | 44,0110 | +44,011 | $1,307 萬$0 | +$1,307 萬 | 3.3%0.0% | +3.27 |
| ETREntergy Corp | 加碼歷史 | 112,615111,443 | +1,172+1.1% | $1,269 萬$1,107 萬 | +$13.2 萬 | 3.2%3.1% | +0.09 |
| AESAES Corp | 加碼歷史 | 514,294511,607 | +2,687+0.5% | $1,250 萬$1,168 萬 | +$6.53 萬 | 3.1%3.3% | −0.13 |
| MRVLMarvell Technology, Inc. | 新進歷史 | 140,0430 | +140,043 | $1,225 萬$0 | +$1,225 萬 | 3.1%0.0% | +3.07 |
| Atlantica Sustainable Infr PG0751N103 | 加碼– | 326,369321,433 | +4,936+1.5% | $1,167 萬$1,109 萬 | +$17.7 萬 | 2.9%3.1% | −0.17 |
| DTEDte Energy Co | 新進歷史 | 96,9420 | +96,942 | $1,159 萬$0 | +$1,159 萬 | 2.9%0.0% | +2.90 |
| HEHawaiian Electric Industries Inc | 加碼歷史 | 269,105264,362 | +4,743+1.8% | $1,117 萬$1,079 萬 | +$19.7 萬 | 2.8%3.0% | −0.22 |
| BBYBest Buy Co Inc | 新進歷史 | 103,0810 | +103,081 | $1,047 萬$0 | +$1,047 萬 | 2.6%0.0% | +2.62 |
| AAgilent Technologies, Inc. | 加碼歷史 | 57,58455,082 | +2,502+4.5% | $919.3 萬$867.7 萬 | +$39.9 萬 | 2.3%2.4% | −0.12 |
| ZSZscaler, Inc. | 加碼歷史 | 28,15027,688 | +462+1.7% | $904.5 萬$726.0 萬 | +$14.8 萬 | 2.3%2.0% | +0.24 |
| PLYAPlaya Hotels & Resorts N.V. | 加碼歷史 | 1,081,704935,121 | +146,583+15.7% | $863.2 萬$775.2 萬 | +$117.0 萬 | 2.2%2.2% | 0.00 |
| SONOSonos Inc | 加碼歷史 | 286,966275,958 | +11,008+4.0% | $855.2 萬$893.0 萬 | +$32.8 萬 | 2.1%2.5% | −0.35 |
| WECWec Energy Group, Inc. | 加碼歷史 | 88,07183,035 | +5,036+6.1% | $854.9 萬$732.4 萬 | +$48.9 萬 | 2.1%2.0% | +0.10 |
| AVTRAvantor, Inc. | 加碼歷史 | 201,681199,214 | +2,467+1.2% | $849.9 萬$814.8 萬 | +$10.4 萬 | 2.1%2.3% | −0.15 |
| AAPLApple Inc. | 加碼歷史 | 47,30246,266 | +1,036+2.2% | $839.9 萬$654.7 萬 | +$18.4 萬 | 2.1%1.8% | +0.28 |
| AVTAvnet Inc | 新進歷史 | 193,9550 | +193,955 | $799.7 萬$0 | +$799.7 萬 | 2.0%0.0% | +2.00 |
| EFOREverforth Inc | 新進歷史 | 59,2380 | +59,238 | $731.0 萬$0 | +$731.0 萬 | 1.8%0.0% | +1.83 |
| HPEHewlett Packard Enterprise Co | 新進歷史 | 456,2090 | +456,209 | $719.4 萬$0 | +$719.4 萬 | 1.8%0.0% | +1.80 |
| MRVIMaravai Lifesciences Holdings, Inc. | 加碼歷史 | 165,937160,064 | +5,873+3.7% | $695.3 萬$785.6 萬 | +$24.6 萬 | 1.7%2.2% | −0.45 |
| CRWDCrowdStrike Holdings, Inc. | 加碼歷史 | 30,35330,175 | +178+0.6% | $621.5 萬$741.6 萬 | +$3.64 萬 | 1.6%2.1% | −0.51 |
| LUNGPulmonx Corp | 加碼歷史 | 135,217128,339 | +6,878+5.4% | $433.6 萬$461.8 萬 | +$22.1 萬 | 1.1%1.3% | −0.20 |
| DRVNDriven Brands Holdings Inc. | 加碼歷史 | 126,620118,414 | +8,206+6.9% | $425.7 萬$342.1 萬 | +$27.6 萬 | 1.1%1.0% | +0.11 |
| SPOTSpotify Technology S.A. | 新進歷史 | 17,4990 | +17,499 | $409.5 萬$0 | +$409.5 萬 | 1.0%0.0% | +1.02 |
| FTVFortive Corp | 加碼歷史 | 53,02147,217 | +5,804+12.3% | $404.5 萬$333.2 萬 | +$44.3 萬 | 1.0%0.9% | +0.08 |
| LOWLowes Companies Inc | 加碼歷史 | 12,37411,839 | +535+4.5% | $319.8 萬$240.2 萬 | +$13.8 萬 | 0.8%0.7% | +0.13 |
| NARIInari Medical, Inc. | 加碼歷史 | 33,38427,853 | +5,531+19.9% | $304.7 萬$225.9 萬 | +$50.5 萬 | 0.8%0.6% | +0.13 |
| FTNTFortinet, Inc. | 減碼歷史 | 8,3568,917 | −561−6.3% | $300.3 萬$260.4 萬 | −$20.2 萬 | 0.8%0.7% | +0.03 |
| DDOGDatadog, Inc. | 減碼歷史 | 16,74221,661 | −4,919−22.7% | $298.2 萬$306.2 萬 | −$87.6 萬 | 0.7%0.9% | −0.11 |
| URIUnited Rentals, Inc. | 新進歷史 | 8,0060 | +8,006 | $266.0 萬$0 | +$266.0 萬 | 0.7%0.0% | +0.67 |
| LSILife Storage, Inc. | 新進歷史 | 16,8100 | +16,810 | $257.5 萬$0 | +$257.5 萬 | 0.6%0.0% | +0.64 |
| YETIYETI Holdings, Inc. | 新進歷史 | 30,0660 | +30,066 | $249.0 萬$0 | +$249.0 萬 | 0.6%0.0% | +0.62 |
| WSTWest Pharmaceutical Services Inc | 新進歷史 | 4,7200 | +4,720 | $221.4 萬$0 | +$221.4 萬 | 0.6%0.0% | +0.55 |
| SPBSpectrum Brands Holdings, Inc. | 加碼歷史 | 20,00719,013 | +994+5.2% | $203.5 萬$181.9 萬 | +$10.1 萬 | 0.5%0.5% | 0.00 |
| APHAmphenol Corp | 加碼歷史 | 22,98719,888 | +3,099+15.6% | $201.0 萬$145.6 萬 | +$27.1 萬 | 0.5%0.4% | +0.10 |
| CVSCVS Health Corp | 加碼歷史 | 18,64516,599 | +2,046+12.3% | $192.3 萬$140.9 萬 | +$21.1 萬 | 0.5%0.4% | +0.09 |
| STXSeagate Technology Holdings plc | 加碼歷史 | 16,28515,454 | +831+5.4% | $184.0 萬$127.5 萬 | +$9.39 萬 | 0.5%0.4% | +0.10 |
| CLSCelestica Inc | 新進歷史 | 154,6870 | +154,687 | $172.2 萬$0 | +$172.2 萬 | 0.4%0.0% | +0.43 |
| AUDCAudiocodes Ltd | 加碼歷史 | 47,24546,296 | +949+2.0% | $164.1 萬$150.6 萬 | +$3.30 萬 | 0.4%0.4% | −0.01 |
| TELTE Connectivity plc | 加碼歷史 | 9,9919,673 | +318+3.3% | $161.2 萬$132.7 萬 | +$5.13 萬 | 0.4%0.4% | +0.03 |
| FISVFiserv Inc | 加碼歷史 | 14,69214,007 | +685+4.9% | $152.5 萬$152.0 萬 | +$7.11 萬 | 0.4%0.4% | −0.04 |
| CDNSCadence Design Systems Inc | 新進歷史 | 7,9570 | +7,957 | $148.3 萬$0 | +$148.3 萬 | 0.4%0.0% | +0.37 |
| LULUlululemon athletica inc. | 新進歷史 | 3,6940 | +3,694 | $144.6 萬$0 | +$144.6 萬 | 0.4%0.0% | +0.36 |
| ONOn Semiconductor Corp | 加碼歷史 | 18,55517,570 | +985+5.6% | $126.0 萬$80.4 萬 | +$6.69 萬 | 0.3%0.2% | +0.09 |
| GILGildan Activewear Inc. | 加碼歷史 | 28,57522,984 | +5,591+24.3% | $121.1 萬$83.9 萬 | +$23.7 萬 | 0.3%0.2% | +0.07 |
| ONEM1Life Healthcare Inc | 減碼歷史 | 68,589188,589 | −120,000−63.6% | $120.5 萬$381.9 萬 | −$210.8 萬 | 0.3%1.1% | −0.76 |
| MIMEMimecast Ltd | 加碼歷史 | 12,41211,997 | +415+3.5% | $98.8 萬$76.3 萬 | +$3.30 萬 | 0.2%0.2% | +0.03 |
| ICLRIcon PLC | 加碼歷史 | 3,0352,754 | +281+10.2% | $94.0 萬$72.2 萬 | +$8.70 萬 | 0.2%0.2% | +0.03 |
| COSTCostco Wholesale Corp | 新進歷史 | 1,5080 | +1,508 | $85.6 萬$0 | +$85.6 萬 | 0.2%0.0% | +0.21 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 12,46612,819 | −353−2.8% | $76.3 萬$75.4 萬 | −$2.16 萬 | 0.2%0.2% | −0.02 |
| PFEPfizer Inc | 減碼歷史 | 12,78313,592 | −809−6.0% | $75.5 萬$58.5 萬 | −$4.78 萬 | 0.2%0.2% | +0.03 |
| RTXRTX Corp | 減碼歷史 | 8,5158,611 | −96−1.1% | $73.3 萬$74.0 萬 | −$8,264 | 0.2%0.2% | −0.02 |
| GOOGLAlphabet Inc. | 不變歷史 | 213213 | 00.0% | $61.7 萬$56.9 萬 | $0 | 0.2%0.2% | 0.00 |
| CSCOCisco Systems, Inc. | 減碼歷史 | 9,6799,862 | −183−1.9% | $61.3 萬$53.7 萬 | −$1.16 萬 | 0.2%0.1% | 0.00 |
| EWEdwards Lifesciences Corp | 加碼歷史 | 4,5794,508 | +71+1.6% | $59.3 萬$51.0 萬 | +$9,194.8 | 0.1%0.1% | +0.01 |
| Fidelity MSCI Utilities Index ETF316092865 | 不變– | 11,50011,500 | 00.0% | $53.3 萬$47.3 萬 | $0 | 0.1%0.1% | 0.00 |
| TSLATesla, Inc. | 加碼歷史 | 473469 | +4+0.9% | $50.0 萬$36.4 萬 | +$4,228.33 | 0.1%0.1% | +0.02 |
| WMTWalmart Inc. | 減碼歷史 | 3,3923,407 | −15−0.4% | $49.1 萬$47.5 萬 | −$2,171.29 | 0.1%0.1% | −0.01 |
| UNHUnitedHealth Group Inc | 不變歷史 | 803803 | 00.0% | $40.3 萬$31.4 萬 | $0 | 0.1%0.1% | +0.01 |
| HDHome Depot, Inc. | 減碼歷史 | 959960 | −1−0.1% | $39.8 萬$31.5 萬 | −$415.02 | 0.1%0.1% | +0.01 |
| PKGPackaging Corp of America | 加碼歷史 | 2,7612,241 | +520+23.2% | $37.6 萬$30.8 萬 | +$7.08 萬 | 0.1%0.1% | +0.01 |
| BACBank of America Corp | 減碼歷史 | 8,0098,232 | −223−2.7% | $35.6 萬$34.9 萬 | −$9,912.35 | 0.1%0.1% | −0.01 |
| DEDeere & Co | 加碼歷史 | 1,024944 | +80+8.5% | $35.1 萬$31.6 萬 | +$2.74 萬 | 0.1%0.1% | 0.00 |
| BMYBristol Myers Squibb Co | 加碼歷史 | 5,5175,231 | +286+5.5% | $34.4 萬$31.0 萬 | +$1.78 萬 | 0.1%0.1% | 0.00 |
| CLXClorox Co | 加碼歷史 | 1,6851,406 | +279+19.8% | $29.4 萬$23.3 萬 | +$4.87 萬 | 0.1%0.1% | +0.01 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | 加碼– | 4,0954,062 | +33+0.8% | $29.3 萬$25.9 萬 | +$2,361.17 | 0.1%0.1% | 0.00 |
| PGProcter & Gamble Co | 減碼歷史 | 1,7911,831 | −40−2.2% | $29.3 萬$25.6 萬 | −$6,543.83 | 0.1%0.1% | 0.00 |
| DOWDow Inc. | 加碼歷史 | 4,9294,911 | +18+0.4% | $28.0 萬$28.3 萬 | +$1,022.52 | 0.1%0.1% | −0.01 |
| TXNTexas Instruments Inc | 加碼歷史 | 1,4381,259 | +179+14.2% | $27.1 萬$24.2 萬 | +$3.37 萬 | 0.1%0.1% | 0.00 |
| HOGHarley-Davidson, Inc. | 新進歷史 | 7,1360 | +7,136 | $26.9 萬$0 | +$26.9 萬 | 0.1%0.0% | +0.07 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 562525 | +37+7.0% | $26.7 萬$22.5 萬 | +$1.76 萬 | 0.1%0.1% | 0.00 |
| DUKDuke Energy CORP | 減碼歷史 | 2,4922,502 | −10−0.4% | $26.1 萬$24.4 萬 | −$1,047.35 | 0.1%0.1% | 0.00 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 369365 | +4+1.1% | $24.6 萬$20.9 萬 | +$2,666.67 | 0.1%0.1% | 0.00 |
| WMWaste Management Inc | 不變歷史 | 1,4271,427 | 00.0% | $23.8 萬$21.3 萬 | $0 | 0.1%0.1% | 0.00 |
| MCDMcDonalds Corp | 不變歷史 | 850850 | 00.0% | $22.8 萬$20.5 萬 | $0 | 0.1%0.1% | 0.00 |
| EXCExelon Corp | 新進歷史 | 3,8270 | +3,827 | $22.1 萬$0 | +$22.1 萬 | 0.1%0.0% | +0.06 |
| KNXKnight-Swift Transportation Holdings Inc. | 新進歷史 | 3,5540 | +3,554 | $21.7 萬$0 | +$21.7 萬 | 0.1%0.0% | +0.05 |
| MTDMettler Toledo International Inc | 新進歷史 | 1270 | +127 | $21.6 萬$0 | +$21.6 萬 | 0.1%0.0% | +0.05 |
| JNJJohnson & Johnson | 減碼歷史 | 1,2111,370 | −159−11.6% | $20.7 萬$22.1 萬 | −$2.72 萬 | 0.1%0.1% | −0.01 |
| METAMeta Platforms, Inc. | 清倉歷史 | 040,780 | −40,780−100.0% | $0$1,384 萬 | −$1,384 萬 | 0.0%3.9% | −3.86 |
| VZVerizon Communications Inc | 清倉歷史 | 0211,091 | −211,091−100.0% | $0$1,140 萬 | −$1,140 萬 | 0.0%3.2% | −3.18 |
| OGEOGE Energy Corp. | 清倉歷史 | 0345,611 | −345,611−100.0% | $0$1,139 萬 | −$1,139 萬 | 0.0%3.2% | −3.18 |
| VRTXVertex Pharmaceuticals Inc | 清倉歷史 | 053,823 | −53,823−100.0% | $0$976.3 萬 | −$976.3 萬 | 0.0%2.7% | −2.72 |
| ABBNYABB Ltd | 清倉歷史 | 0238,503 | −238,503−100.0% | $0$795.6 萬 | −$795.6 萬 | 0.0%2.2% | −2.22 |
| REGNRegeneron Pharmaceuticals, Inc. | 清倉歷史 | 012,681 | −12,681−100.0% | $0$767.4 萬 | −$767.4 萬 | 0.0%2.1% | −2.14 |
| NBIXNeurocrine Biosciences Inc | 清倉歷史 | 062,740 | −62,740−100.0% | $0$601.7 萬 | −$601.7 萬 | 0.0%1.7% | −1.68 |
| ISRGIntuitive Surgical Inc | 清倉依 3 比 1 拆股換算歷史 | 017,196 | −17,196−100.0% | $0$569.8 萬 | −$569.8 萬 | 0.0%1.6% | −1.59 |
| UTHRUnited Therapeutics Corp | 清倉歷史 | 028,286 | −28,286−100.0% | $0$522.1 萬 | −$522.1 萬 | 0.0%1.5% | −1.46 |
| ABBVAbbVie Inc. | 清倉歷史 | 040,610 | −40,610−100.0% | $0$438.1 萬 | −$438.1 萬 | 0.0%1.2% | −1.22 |
| FDXFedEx Corp | 清倉歷史 | 019,481 | −19,481−100.0% | $0$427.2 萬 | −$427.2 萬 | 0.0%1.2% | −1.19 |
| AXSMAxsome Therapeutics, Inc. | 清倉歷史 | 0102,127 | −102,127−100.0% | $0$336.6 萬 | −$336.6 萬 | 0.0%0.9% | −0.94 |
| ROKRockwell Automation, Inc | 清倉歷史 | 06,206 | −6,206−100.0% | $0$182.5 萬 | −$182.5 萬 | 0.0%0.5% | −0.51 |
| XRAYDentsply Sirona Inc. | 清倉歷史 | 026,887 | −26,887−100.0% | $0$156.1 萬 | −$156.1 萬 | 0.0%0.4% | −0.44 |
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。