Beck Bode, LLC
- SEC CIK
- 0001790548
- 最新申報
- 2026/8/13
2022 年第 1 季到 2022 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
- 110 檔
- 估計 +$1.19 億
- 加碼
- 73 檔
- 估計 +$5,020 萬
- 減碼
- 43 檔
- 估計 −$1,721 萬
- 清倉
- 30 檔
- 估計 −$6,581 萬
總值從 $4.44 億變成 $4.70 億（+$2,620 萬 (+5.9%)），持股從 149 檔變成 229 檔（+80）。
2022 年第 2 季全部持倉2022 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 2 季，下面灰字是 2022 年第 1 季。兩季之間拆股的股票，2022 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） |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | 加碼歷史 | 91,87389,597 | +2,276+2.5% | $2,360 萬$2,762 萬 | +$58.5 萬 | 5.0%6.2% | −1.20 |
| AAPLApple Inc. | 減碼歷史 | 114,832119,452 | −4,620−3.9% | $1,570 萬$2,086 萬 | −$63.2 萬 | 3.3%4.7% | −1.36 |
| VSTVistra Corp. | 加碼歷史 | 669,033607,204 | +61,829+10.2% | $1,529 萬$1,412 萬 | +$141.3 萬 | 3.3%3.2% | +0.07 |
| NINisource Inc. | 減碼歷史 | 492,858502,154 | −9,296−1.9% | $1,453 萬$1,597 萬 | −$27.4 萬 | 3.1%3.6% | −0.51 |
| NVDANVIDIA Corp | 減碼歷史 | 92,88696,091 | −3,205−3.3% | $1,408 萬$2,622 萬 | −$48.6 萬 | 3.0%5.9% | −2.91 |
| NEENextera Energy Inc | 加碼歷史 | 181,380168,224 | +13,156+7.8% | $1,405 萬$1,425 萬 | +$101.9 萬 | 3.0%3.2% | −0.22 |
| WTRGEssential Utilities, Inc. | 新進歷史 | 251,2090 | +251,209 | $1,152 萬$0 | +$1,152 萬 | 2.5%0.0% | +2.45 |
| LADLithia Motors Inc | 減碼歷史 | 41,88742,891 | −1,004−2.3% | $1,151 萬$1,287 萬 | −$27.6 萬 | 2.4%2.9% | −0.45 |
| AESAES Corp | 加碼歷史 | 533,271511,970 | +21,301+4.2% | $1,120 萬$1,317 萬 | +$44.8 萬 | 2.4%3.0% | −0.58 |
| PORPortland General Electric Co | 新進歷史 | 231,4990 | +231,499 | $1,119 萬$0 | +$1,119 萬 | 2.4%0.0% | +2.38 |
| Atlantica Sustainable Infr PG0751N103 | 加碼– | 340,179327,754 | +12,425+3.8% | $1,097 萬$1,149 萬 | +$40.1 萬 | 2.3%2.6% | −0.26 |
| NGGNational Grid PLC | 加碼歷史 | 161,199157,800 | +3,399+2.2% | $1,043 萬$1,213 萬 | +$22.0 萬 | 2.2%2.7% | −0.51 |
| XELXcel Energy Inc | 新進歷史 | 146,9870 | +146,987 | $1,040 萬$0 | +$1,040 萬 | 2.2%0.0% | +2.21 |
| AAgilent Technologies, Inc. | 加碼歷史 | 80,32455,742 | +24,582+44.1% | $954.0 萬$737.6 萬 | +$292.0 萬 | 2.0%1.7% | +0.37 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 17,02915,799 | +1,230+7.8% | $925.1 萬$933.2 萬 | +$66.8 萬 | 2.0%2.1% | −0.13 |
| First Trust Rising Dividend Achievers ETF33738R506 | 新進– | 201,3890 | +201,389 | $824.1 萬$0 | +$824.1 萬 | 1.8%0.0% | +1.75 |
| EXCExelon Corp | 加碼歷史 | 171,9188,782 | +163,136+1,857.6% | $779.1 萬$41.8 萬 | +$739.3 萬 | 1.7%0.1% | +1.56 |
| STNGScorpio Tankers Inc. | 減碼歷史 | 225,644388,382 | −162,738−41.9% | $778.7 萬$830.4 萬 | −$561.6 萬 | 1.7%1.9% | −0.21 |
| AVTAvnet Inc | 減碼歷史 | 175,855192,389 | −16,534−8.6% | $753.9 萬$780.9 萬 | −$70.9 萬 | 1.6%1.8% | −0.16 |
| Fidelity Covington Trust316092832 | 新進– | 192,7100 | +192,710 | $744.4 萬$0 | +$744.4 萬 | 1.6%0.0% | +1.58 |
| GTMZoomInfo Technologies Inc. | 加碼歷史 | 218,043211,332 | +6,711+3.2% | $724.9 萬$1,263 萬 | +$22.3 萬 | 1.5%2.8% | −1.30 |
| PLYAPlaya Hotels & Resorts N.V. | 減碼歷史 | 1,022,7491,063,855 | −41,106−3.9% | $702.6 萬$920.2 萬 | −$28.2 萬 | 1.5%2.1% | −0.58 |
| MRVLMarvell Technology, Inc. | 新進歷史 | 151,2800 | +151,280 | $658.5 萬$0 | +$658.5 萬 | 1.4%0.0% | +1.40 |
| FTNTFortinet, Inc. | 加碼依 5 比 1 拆股換算歷史 | 115,71766,365 | +49,352+74.4% | $654.8 萬$453.6 萬 | +$279.3 萬 | 1.4%1.0% | +0.37 |
| TTCToro Co | 加碼歷史 | 75,65762,731 | +12,926+20.6% | $573.4 萬$536.3 萬 | +$98.0 萬 | 1.2%1.2% | +0.01 |
| HUMHumana Inc | 新進歷史 | 11,9790 | +11,979 | $560.7 萬$0 | +$560.7 萬 | 1.2%0.0% | +1.19 |
| ORCLOracle Corp | 加碼歷史 | 76,87772,215 | +4,662+6.5% | $537.1 萬$597.4 萬 | +$32.6 萬 | 1.1%1.3% | −0.20 |
| MRVIMaravai Lifesciences Holdings, Inc. | 加碼歷史 | 178,916167,969 | +10,947+6.5% | $508.3 萬$592.4 萬 | +$31.1 萬 | 1.1%1.3% | −0.25 |
| EFOREverforth Inc | 減碼歷史 | 54,69858,005 | −3,307−5.7% | $493.5 萬$677.0 萬 | −$29.8 萬 | 1.1%1.5% | −0.48 |
| iShares Tips Bond ETF464287176 | 加碼– | 42,55740,798 | +1,759+4.3% | $484.8 萬$508.2 萬 | +$20.0 萬 | 1.0%1.1% | −0.11 |
| PSXPhillips 66 | 加碼歷史 | 58,05331,984 | +26,069+81.5% | $476.0 萬$276.3 萬 | +$213.8 萬 | 1.0%0.6% | +0.39 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 12,564688 | +11,876+1,726.2% | $474.0 萬$31.1 萬 | +$448.0 萬 | 1.0%0.1% | +0.94 |
| Fidelity Covington Trust316092386 | 新進– | 149,5340 | +149,534 | $435.1 萬$0 | +$435.1 萬 | 0.9%0.0% | +0.93 |
| Fidelity MSCI Utilities Index ETF316092865 | 加碼– | 91,09611,500 | +79,596+692.1% | $411.1 萬$55.1 萬 | +$359.2 萬 | 0.9%0.1% | +0.75 |
| COSTCostco Wholesale Corp | 加碼歷史 | 8,5284,941 | +3,587+72.6% | $408.7 萬$284.5 萬 | +$171.9 萬 | 0.9%0.6% | +0.23 |
| ICLRIcon PLC | 減碼歷史 | 18,68919,905 | −1,216−6.1% | $405.0 萬$484.1 萬 | −$26.4 萬 | 0.9%1.1% | −0.23 |
| iShares Tr464288687 | 新進– | 120,4750 | +120,475 | $396.1 萬$0 | +$396.1 萬 | 0.8%0.0% | +0.84 |
| J P Morgan Exchange Traded F46641Q332 | 新進– | 69,3950 | +69,395 | $384.8 萬$0 | +$384.8 萬 | 0.8%0.0% | +0.82 |
| Invesco Exch Traded FD Tr II46138E404 | 新進– | 190,6920 | +190,692 | $360.8 萬$0 | +$360.8 萬 | 0.8%0.0% | +0.77 |
| SWAVShockwave Medical, Inc. | 加碼歷史 | 17,5487,116 | +10,432+146.6% | $335.5 萬$147.6 萬 | +$199.4 萬 | 0.7%0.3% | +0.38 |
| DRVNDriven Brands Holdings Inc. | 減碼歷史 | 121,503121,757 | −254−0.2% | $334.6 萬$320.0 萬 | −$6,994.76 | 0.7%0.7% | −0.01 |
| TSLATesla, Inc. | 減碼歷史 | 4,6995,058 | −359−7.1% | $316.4 萬$545.1 萬 | −$24.2 萬 | 0.7%1.2% | −0.56 |
| LLYEli Lilly & Co | 新進歷史 | 9,4260 | +9,426 | $305.6 萬$0 | +$305.6 萬 | 0.7%0.0% | +0.65 |
| FOURShift4 Payments, Inc. | 加碼歷史 | 92,28758,935 | +33,352+56.6% | $305.1 萬$365.0 萬 | +$110.3 萬 | 0.6%0.8% | −0.17 |
| GLDSPDR Gold Trust | 加碼歷史 | 17,79517,575 | +220+1.3% | $299.8 萬$317.5 萬 | +$3.71 萬 | 0.6%0.7% | −0.08 |
| CFCF Industries Holdings, Inc. | 新進歷史 | 34,7340 | +34,734 | $297.8 萬$0 | +$297.8 萬 | 0.6%0.0% | +0.63 |
| CVXChevron Corp | 加碼歷史 | 18,4485,984 | +12,464+208.3% | $267.1 萬$97.4 萬 | +$180.5 萬 | 0.6%0.2% | +0.35 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 31,08514,095 | +16,990+120.5% | $266.2 萬$116.4 萬 | +$145.5 萬 | 0.6%0.3% | +0.30 |
| ABTAbbott Laboratories | 加碼歷史 | 23,09718,851 | +4,246+22.5% | $250.9 萬$223.1 萬 | +$46.1 萬 | 0.5%0.5% | +0.03 |
| OXYOccidental Petroleum Corp | 加碼歷史 | 42,42410,043 | +32,381+322.4% | $249.8 萬$57.0 萬 | +$190.7 萬 | 0.5%0.1% | +0.40 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 4,583863 | +3,720+431.1% | $235.4 萬$44.0 萬 | +$191.1 萬 | 0.5%0.1% | +0.40 |
| ONOn Semiconductor Corp | 加碼歷史 | 46,47818,995 | +27,483+144.7% | $233.8 萬$118.9 萬 | +$138.2 萬 | 0.5%0.3% | +0.23 |
| NSCNorfolk Southern Corp | 減碼歷史 | 10,26316,402 | −6,139−37.4% | $233.3 萬$467.8 萬 | −$139.6 萬 | 0.5%1.1% | −0.56 |
| LSILife Storage, Inc. | 加碼歷史 | 20,61919,157 | +1,462+7.6% | $230.2 萬$269.0 萬 | +$16.3 萬 | 0.5%0.6% | −0.12 |
| URIUnited Rentals, Inc. | 加碼歷史 | 9,4179,018 | +399+4.4% | $228.7 萬$320.3 萬 | +$9.69 萬 | 0.5%0.7% | −0.24 |
| MCDMcDonalds Corp | 加碼歷史 | 9,0848,814 | +270+3.1% | $224.3 萬$217.9 萬 | +$6.67 萬 | 0.5%0.5% | −0.01 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | 新進– | 54,1130 | +54,113 | $221.1 萬$0 | +$221.1 萬 | 0.5%0.0% | +0.47 |
| CICigna Group | 新進歷史 | 8,2930 | +8,293 | $218.5 萬$0 | +$218.5 萬 | 0.5%0.0% | +0.46 |
| FIVEFive Below, Inc | 減碼歷史 | 17,79018,004 | −214−1.2% | $201.8 萬$285.1 萬 | −$2.43 萬 | 0.4%0.6% | −0.21 |
| MCKMcKesson Corp | 加碼歷史 | 5,6114,907 | +704+14.3% | $183.0 萬$150.2 萬 | +$23.0 萬 | 0.4%0.3% | +0.05 |
| JBHTHunt J B Transport Services Inc | 加碼歷史 | 11,46611,142 | +324+2.9% | $180.5 萬$223.7 萬 | +$5.10 萬 | 0.4%0.5% | −0.12 |
| SNXTD Synnex Corp | 加碼歷史 | 19,14916,639 | +2,510+15.1% | $174.4 萬$171.7 萬 | +$22.9 萬 | 0.4%0.4% | −0.02 |
| First Tr Exchange Trad FD VI33739H101 | 新進– | 61,3380 | +61,338 | $164.1 萬$0 | +$164.1 萬 | 0.3%0.0% | +0.35 |
| GOOGLAlphabet Inc. | 減碼歷史 | 732753 | −21−2.8% | $159.5 萬$209.4 萬 | −$4.58 萬 | 0.3%0.5% | −0.13 |
| DDOGDatadog, Inc. | 加碼歷史 | 16,14716,142 | +50.0% | $153.8 萬$244.5 萬 | +$476.25 | 0.3%0.6% | −0.22 |
| AMZNAmazon Com Inc | 加碼依 20 比 1 拆股換算歷史 | 14,16511,760 | +2,405+20.5% | $150.4 萬$191.7 萬 | +$25.5 萬 | 0.3%0.4% | −0.11 |
| PGZPrincipal Real Estate Income Fund | 新進歷史 | 116,3510 | +116,351 | $150.1 萬$0 | +$150.1 萬 | 0.3%0.0% | +0.32 |
| YETIYETI Holdings, Inc. | 加碼歷史 | 34,21731,340 | +2,877+9.2% | $148.1 萬$188.0 萬 | +$12.5 萬 | 0.3%0.4% | −0.11 |
| NTRNutrien Ltd. | 加碼歷史 | 18,5603,956 | +14,604+369.2% | $147.9 萬$41.1 萬 | +$116.4 萬 | 0.3%0.1% | +0.22 |
| CLSCelestica Inc | 減碼歷史 | 150,523154,095 | −3,572−2.3% | $146.4 萬$183.5 萬 | −$3.47 萬 | 0.3%0.4% | −0.10 |
| APHAmphenol Corp | 減碼歷史 | 22,49923,126 | −627−2.7% | $144.8 萬$174.3 萬 | −$4.04 萬 | 0.3%0.4% | −0.08 |
| ABBVAbbVie Inc. | 新進歷史 | 9,4330 | +9,433 | $144.5 萬$0 | +$144.5 萬 | 0.3%0.0% | +0.31 |
| VanEck ETF Trust92189F411 | 新進– | 94,8300 | +94,830 | $143.2 萬$0 | +$143.2 萬 | 0.3%0.0% | +0.30 |
| WSTWest Pharmaceutical Services Inc | 減碼歷史 | 4,6324,712 | −80−1.7% | $140.0 萬$193.5 萬 | −$2.42 萬 | 0.3%0.4% | −0.14 |
| VRTXVertex Pharmaceuticals Inc | 加碼歷史 | 4,934869 | +4,065+467.8% | $139.0 萬$22.7 萬 | +$114.5 萬 | 0.3%0.1% | +0.24 |
| ARCCAres Capital Corp | 新進歷史 | 75,4800 | +75,480 | $135.3 萬$0 | +$135.3 萬 | 0.3%0.0% | +0.29 |
| TAKTakeda Pharmaceutical Co Ltd | 加碼歷史 | 94,40587,491 | +6,914+7.9% | $132.5 萬$125.3 萬 | +$9.70 萬 | 0.3%0.3% | 0.00 |
| KSSKOHLS Corp | 加碼歷史 | 36,32435,366 | +958+2.7% | $129.6 萬$213.8 萬 | +$3.42 萬 | 0.3%0.5% | −0.21 |
| CALMCal-Maine Foods Inc | 新進歷史 | 25,7960 | +25,796 | $127.5 萬$0 | +$127.5 萬 | 0.3%0.0% | +0.27 |
| AXPAmerican Express Co | 加碼歷史 | 8,8397,387 | +1,452+19.7% | $122.5 萬$138.1 萬 | +$20.1 萬 | 0.3%0.3% | −0.05 |
| EOGEOG Resources Inc | 新進歷史 | 11,0340 | +11,034 | $121.9 萬$0 | +$121.9 萬 | 0.3%0.0% | +0.26 |
| STWDStarwood Property Trust, Inc. | 新進歷史 | 55,2510 | +55,251 | $115.4 萬$0 | +$115.4 萬 | 0.2%0.0% | +0.25 |
| CDNSCadence Design Systems Inc | 減碼歷史 | 7,5838,022 | −439−5.5% | $113.8 萬$131.9 萬 | −$6.59 萬 | 0.2%0.3% | −0.06 |
| iShares Tr464288372 | 加碼– | 23,19422,430 | +764+3.4% | $108.4 萬$114.1 萬 | +$3.57 萬 | 0.2%0.3% | −0.03 |
| Signature BK New York N Y82669G104 | 加碼– | 5,9495,413 | +536+9.9% | $106.6 萬$158.9 萬 | +$9.60 萬 | 0.2%0.4% | −0.13 |
| iShares Select Dividend ETF464287168 | 減碼– | 8,9919,105 | −114−1.3% | $105.8 萬$116.7 萬 | −$1.34 萬 | 0.2%0.3% | −0.04 |
| JNJJohnson & Johnson | 減碼歷史 | 5,87213,529 | −7,657−56.6% | $104.2 萬$239.8 萬 | −$135.9 萬 | 0.2%0.5% | −0.32 |
| CVSCVS Health Corp | 減碼歷史 | 10,71919,526 | −8,807−45.1% | $99.3 萬$197.6 萬 | −$81.6 萬 | 0.2%0.4% | −0.23 |
| ProShares Tr74347B235 | 加碼– | 26,92026,561 | +359+1.4% | $97.5 萬$86.8 萬 | +$1.30 萬 | 0.2%0.2% | +0.01 |
| WRBBerkley W R Corp | 新進歷史 | 14,0440 | +14,044 | $95.9 萬$0 | +$95.9 萬 | 0.2%0.0% | +0.20 |
| VVisa Inc. | 加碼歷史 | 4,7324,725 | +7+0.1% | $93.2 萬$104.8 萬 | +$1,378.7 | 0.2%0.2% | −0.04 |
| LNGCheniere Energy, Inc. | 新進歷史 | 6,9960 | +6,996 | $93.1 萬$0 | +$93.1 萬 | 0.2%0.0% | +0.20 |
| iShares Russell 1000 Value ETF464287598 | 新進– | 6,1300 | +6,130 | $88.9 萬$0 | +$88.9 萬 | 0.2%0.0% | +0.19 |
| First Tr Exchange-Traded FD33733B100 | 新進– | 11,9100 | +11,910 | $85.7 萬$0 | +$85.7 萬 | 0.2%0.0% | +0.18 |
| METAMeta Platforms, Inc. | 加碼歷史 | 5,3004,816 | +484+10.0% | $85.5 萬$107.1 萬 | +$7.81 萬 | 0.2%0.2% | −0.06 |
| ProShares Tr74347B425 | 加碼– | 51,65549,251 | +2,404+4.9% | $85.2 萬$69.4 萬 | +$3.97 萬 | 0.2%0.2% | +0.02 |
| MRNAModerna, Inc. | 加碼歷史 | 5,9015,390 | +511+9.5% | $84.3 萬$92.8 萬 | +$7.30 萬 | 0.2%0.2% | −0.03 |
| WMTWalmart Inc. | 減碼歷史 | 6,8627,982 | −1,120−14.0% | $83.4 萬$118.9 萬 | −$13.6 萬 | 0.2%0.3% | −0.09 |
| Broadcom Inc.11135F200 | 新進– | 5540 | +554 | $83.3 萬$0 | +$83.3 萬 | 0.2%0.0% | +0.18 |
| First Tr Exchange-Traded FD33737A108 | 新進– | 10,6620 | +10,662 | $82.7 萬$0 | +$82.7 萬 | 0.2%0.0% | +0.18 |
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。