Beck Bode, LLC
- SEC CIK
- 0001790548
- 最新申報
- 2026/8/13
2022 年第 2 季到 2022 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
- 37 檔
- 估計 +$7,416 萬
- 加碼
- 148 檔
- 估計 +$3,318 萬
- 減碼
- 36 檔
- 估計 −$2,296 萬
- 清倉
- 42 檔
- 估計 −$7,447 萬
總值從 $4.70 億變成 $4.62 億（−$842.8 萬 (−1.8%)），持股從 229 檔變成 224 檔（−5）。
2022 年第 3 季全部持倉2022 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 3 季，下面灰字是 2022 年第 2 季。兩季之間拆股的股票，2022 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） |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | 加碼歷史 | 125,532114,832 | +10,700+9.3% | $1,735 萬$1,570 萬 | +$147.9 萬 | 3.8%3.3% | +0.42 |
| NEENextera Energy Inc | 加碼歷史 | 192,826181,380 | +11,446+6.3% | $1,512 萬$1,405 萬 | +$89.7 萬 | 3.3%3.0% | +0.29 |
| VSTVistra Corp. | 加碼歷史 | 674,579669,033 | +5,546+0.8% | $1,417 萬$1,529 萬 | +$11.6 萬 | 3.1%3.3% | −0.18 |
| NINisource Inc. | 加碼歷史 | 497,602492,858 | +4,744+1.0% | $1,254 萬$1,453 萬 | +$12.0 萬 | 2.7%3.1% | −0.38 |
| AESAES Corp | 加碼歷史 | 545,388533,271 | +12,117+2.3% | $1,233 萬$1,120 萬 | +$27.4 萬 | 2.7%2.4% | +0.29 |
| NVDANVIDIA Corp | 減碼歷史 | 92,12192,886 | −765−0.8% | $1,118 萬$1,408 萬 | −$9.29 萬 | 2.4%3.0% | −0.57 |
| WTRGEssential Utilities, Inc. | 加碼歷史 | 267,609251,209 | +16,400+6.5% | $1,107 萬$1,152 萬 | +$67.9 萬 | 2.4%2.5% | −0.05 |
| PORPortland General Electric Co | 加碼歷史 | 249,022231,499 | +17,523+7.6% | $1,082 萬$1,119 萬 | +$76.2 萬 | 2.3%2.4% | −0.04 |
| GTMZoomInfo Technologies Inc. | 加碼歷史 | 254,639218,043 | +36,596+16.8% | $1,061 萬$724.9 萬 | +$152.5 萬 | 2.3%1.5% | +0.76 |
| XELXcel Energy Inc | 加碼歷史 | 161,171146,987 | +14,184+9.6% | $1,032 萬$1,040 萬 | +$90.8 萬 | 2.2%2.2% | +0.02 |
| MSFTMicrosoft Corp | 減碼歷史 | 43,59091,873 | −48,283−52.6% | $1,015 萬$2,360 萬 | −$1,124 萬 | 2.2%5.0% | −2.82 |
| AAgilent Technologies, Inc. | 加碼歷史 | 83,39380,324 | +3,069+3.8% | $1,014 萬$954.0 萬 | +$37.3 萬 | 2.2%2.0% | +0.17 |
| Atlantica Sustainable Infr PG0751N103 | 加碼– | 355,585340,179 | +15,406+4.5% | $935.2 萬$1,097 萬 | +$40.5 萬 | 2.0%2.3% | −0.31 |
| NGGNational Grid PLC | 加碼歷史 | 171,228161,199 | +10,029+6.2% | $882.3 萬$1,043 萬 | +$51.7 萬 | 1.9%2.2% | −0.31 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 17,35717,029 | +328+1.9% | $880.3 萬$925.1 萬 | +$16.6 萬 | 1.9%2.0% | −0.06 |
| HUMHumana Inc | 加碼歷史 | 17,78611,979 | +5,807+48.5% | $863.0 萬$560.7 萬 | +$281.8 萬 | 1.9%1.2% | +0.68 |
| TSCOTractor Supply Co | 新進歷史 | 44,9270 | +44,927 | $835.1 萬$0 | +$835.1 萬 | 1.8%0.0% | +1.81 |
| First Trust Rising Dividend Achievers ETF33738R506 | 加碼– | 202,560201,389 | +1,171+0.6% | $787.6 萬$824.1 萬 | +$4.55 萬 | 1.7%1.8% | −0.05 |
| EXCExelon Corp | 加碼歷史 | 199,657171,918 | +27,739+16.1% | $747.9 萬$779.1 萬 | +$103.9 萬 | 1.6%1.7% | −0.04 |
| MRVLMarvell Technology, Inc. | 加碼歷史 | 164,484151,280 | +13,204+8.7% | $705.8 萬$658.5 萬 | +$56.7 萬 | 1.5%1.4% | +0.13 |
| TTCToro Co | 加碼歷史 | 80,10675,657 | +4,449+5.9% | $692.8 萬$573.4 萬 | +$38.5 萬 | 1.5%1.2% | +0.28 |
| PLYAPlaya Hotels & Resorts N.V. | 加碼歷史 | 1,076,8441,022,749 | +54,095+5.3% | $626.7 萬$702.6 萬 | +$31.5 萬 | 1.4%1.5% | −0.14 |
| AVTAvnet Inc | 減碼歷史 | 172,694175,855 | −3,161−1.8% | $623.8 萬$753.9 萬 | −$11.4 萬 | 1.4%1.6% | −0.25 |
| FOURShift4 Payments, Inc. | 加碼歷史 | 127,66692,287 | +35,379+38.3% | $569.5 萬$305.1 萬 | +$157.8 萬 | 1.2%0.6% | +0.58 |
| FTITechnipFMC plc | 新進歷史 | 600,4900 | +600,490 | $508.0 萬$0 | +$508.0 萬 | 1.1%0.0% | +1.10 |
| ORCLOracle Corp | 加碼歷史 | 83,16576,877 | +6,288+8.2% | $507.9 萬$537.1 萬 | +$38.4 萬 | 1.1%1.1% | −0.04 |
| EWBCEast West Bancorp Inc | 新進歷史 | 74,7390 | +74,739 | $501.8 萬$0 | +$501.8 萬 | 1.1%0.0% | +1.09 |
| SONSonoco Products Co | 新進歷史 | 87,6810 | +87,681 | $497.4 萬$0 | +$497.4 萬 | 1.1%0.0% | +1.08 |
| iShares Tips Bond ETF464287176 | 加碼– | 46,53742,557 | +3,980+9.4% | $488.2 萬$484.8 萬 | +$41.8 萬 | 1.1%1.0% | +0.03 |
| SWAVShockwave Medical, Inc. | 減碼歷史 | 17,41317,548 | −135−0.8% | $484.2 萬$335.5 萬 | −$3.75 萬 | 1.0%0.7% | +0.34 |
| CVXChevron Corp | 加碼歷史 | 31,35818,448 | +12,910+70.0% | $450.5 萬$267.1 萬 | +$185.5 萬 | 1.0%0.6% | +0.41 |
| CNCCentene Corp | 新進歷史 | 57,1750 | +57,175 | $444.9 萬$0 | +$444.9 萬 | 1.0%0.0% | +0.96 |
| Fidelity Covington Trust316092832 | 減碼– | 118,312192,710 | −74,398−38.6% | $419.7 萬$744.4 萬 | −$263.9 萬 | 0.9%1.6% | −0.67 |
| PTENPatterson Uti Energy Inc | 新進歷史 | 345,8170 | +345,817 | $403.9 萬$0 | +$403.9 萬 | 0.9%0.0% | +0.88 |
| COSTCostco Wholesale Corp | 減碼歷史 | 8,4508,528 | −78−0.9% | $399.1 萬$408.7 萬 | −$3.68 萬 | 0.9%0.9% | 0.00 |
| TSLATesla, Inc. | 加碼依 3 比 1 拆股換算歷史 | 15,00514,097 | +908+6.4% | $398.0 萬$316.4 萬 | +$24.1 萬 | 0.9%0.7% | +0.19 |
| DRVNDriven Brands Holdings Inc. | 加碼歷史 | 140,662121,503 | +19,159+15.8% | $393.6 萬$334.6 萬 | +$53.6 萬 | 0.9%0.7% | +0.14 |
| FNVFranco Nevada Corp | 新進歷史 | 32,9030 | +32,903 | $393.1 萬$0 | +$393.1 萬 | 0.9%0.0% | +0.85 |
| iShares Tr464288687 | 加碼– | 120,831120,475 | +356+0.3% | $382.7 萬$396.1 萬 | +$1.13 萬 | 0.8%0.8% | −0.01 |
| Fidelity MSCI Utilities Index ETF316092865 | 減碼– | 89,84491,096 | −1,252−1.4% | $379.3 萬$411.1 萬 | −$5.29 萬 | 0.8%0.9% | −0.05 |
| Invesco QQQ Trust Series I46090E103 | 新進– | 13,4750 | +13,475 | $360.1 萬$0 | +$360.1 萬 | 0.8%0.0% | +0.78 |
| J P Morgan Exchange Traded F46641Q332 | 減碼– | 68,20169,395 | −1,194−1.7% | $349.4 萬$384.8 萬 | −$6.12 萬 | 0.8%0.8% | −0.06 |
| Invesco Exch Traded FD Tr II46138E404 | 加碼– | 192,418190,692 | +1,726+0.9% | $335.8 萬$360.8 萬 | +$3.01 萬 | 0.7%0.8% | −0.04 |
| CFCF Industries Holdings, Inc. | 減碼歷史 | 33,83434,734 | −900−2.6% | $325.7 萬$297.8 萬 | −$8.66 萬 | 0.7%0.6% | +0.07 |
| LLYEli Lilly & Co | 加碼歷史 | 9,4729,426 | +46+0.5% | $306.3 萬$305.6 萬 | +$1.49 萬 | 0.7%0.7% | +0.01 |
| CDNSCadence Design Systems Inc | 加碼歷史 | 18,3657,583 | +10,782+142.2% | $300.1 萬$113.8 萬 | +$176.2 萬 | 0.7%0.2% | +0.41 |
| CHXChampionX Corp | 新進歷史 | 151,6070 | +151,607 | $296.7 萬$0 | +$296.7 萬 | 0.6%0.0% | +0.64 |
| SJTSan Juan Basin Royalty Trust | 新進歷史 | 308,3100 | +308,310 | $289.8 萬$0 | +$289.8 萬 | 0.6%0.0% | +0.63 |
| ProShares Tr74347B425 | 加碼– | 166,68351,655 | +115,028+222.7% | $288.0 萬$85.2 萬 | +$198.7 萬 | 0.6%0.2% | +0.44 |
| FRTFederal Realty Investment Trust | 新進歷史 | 31,9070 | +31,907 | $287.5 萬$0 | +$287.5 萬 | 0.6%0.0% | +0.62 |
| GLDSPDR Gold Trust | 加碼歷史 | 18,19317,795 | +398+2.2% | $281.4 萬$299.8 萬 | +$6.16 萬 | 0.6%0.6% | −0.03 |
| CALMCal-Maine Foods Inc | 加碼歷史 | 49,91225,796 | +24,116+93.5% | $277.5 萬$127.5 萬 | +$134.1 萬 | 0.6%0.3% | +0.33 |
| ASBAssociated Banc-Corp | 新進歷史 | 136,5570 | +136,557 | $274.2 萬$0 | +$274.2 萬 | 0.6%0.0% | +0.59 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 30,73731,085 | −348−1.1% | $268.4 萬$266.2 萬 | −$3.04 萬 | 0.6%0.6% | +0.02 |
| AMTAmerican Tower Corp | 新進歷史 | 12,1460 | +12,146 | $260.8 萬$0 | +$260.8 萬 | 0.6%0.0% | +0.57 |
| BCCBoise Cascade Co | 新進歷史 | 43,5940 | +43,594 | $259.2 萬$0 | +$259.2 萬 | 0.6%0.0% | +0.56 |
| ProShares Tr74347B714 | 加碼– | 172,63439,268 | +133,366+339.6% | $257.6 萬$56.5 萬 | +$199.0 萬 | 0.6%0.1% | +0.44 |
| URIUnited Rentals, Inc. | 減碼歷史 | 9,2729,417 | −145−1.5% | $250.5 萬$228.7 萬 | −$3.92 萬 | 0.5%0.5% | +0.06 |
| JBHTHunt J B Transport Services Inc | 加碼歷史 | 14,91711,466 | +3,451+30.1% | $233.3 萬$180.5 萬 | +$54.0 萬 | 0.5%0.4% | +0.12 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 4,5894,583 | +6+0.1% | $231.8 萬$235.4 萬 | +$3,030.73 | 0.5%0.5% | 0.00 |
| FIVEFive Below, Inc | 減碼歷史 | 16,57617,790 | −1,214−6.8% | $228.2 萬$201.8 萬 | −$16.7 萬 | 0.5%0.4% | +0.07 |
| NSCNorfolk Southern Corp | 加碼歷史 | 10,59410,263 | +331+3.2% | $222.1 萬$233.3 萬 | +$6.94 萬 | 0.5%0.5% | −0.02 |
| LSILife Storage, Inc. | 減碼歷史 | 19,76620,619 | −853−4.1% | $218.9 萬$230.2 萬 | −$9.45 萬 | 0.5%0.5% | −0.02 |
| MCDMcDonalds Corp | 加碼歷史 | 9,4489,084 | +364+4.0% | $218.0 萬$224.3 萬 | +$8.40 萬 | 0.5%0.5% | 0.00 |
| VRTXVertex Pharmaceuticals Inc | 加碼歷史 | 7,2764,934 | +2,342+47.5% | $210.7 萬$139.0 萬 | +$67.8 萬 | 0.5%0.3% | +0.16 |
| ABTAbbott Laboratories | 減碼歷史 | 21,25523,097 | −1,842−8.0% | $205.7 萬$250.9 萬 | −$17.8 萬 | 0.4%0.5% | −0.09 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | 減碼– | 53,63254,113 | −481−0.9% | $193.1 萬$221.1 萬 | −$1.73 萬 | 0.4%0.5% | −0.05 |
| iShares Tr464287556 | 新進– | 16,1450 | +16,145 | $188.8 萬$0 | +$188.8 萬 | 0.4%0.0% | +0.41 |
| TAKTakeda Pharmaceutical Co Ltd | 加碼歷史 | 138,99794,405 | +44,592+47.2% | $180.3 萬$132.5 萬 | +$57.8 萬 | 0.4%0.3% | +0.11 |
| AMZNAmazon Com Inc | 加碼歷史 | 15,73614,165 | +1,571+11.1% | $177.8 萬$150.4 萬 | +$17.8 萬 | 0.4%0.3% | +0.07 |
| MCKMcKesson Corp | 減碼歷史 | 4,9955,611 | −616−11.0% | $169.8 萬$183.0 萬 | −$20.9 萬 | 0.4%0.4% | −0.02 |
| ARCCAres Capital Corp | 加碼歷史 | 96,88975,480 | +21,409+28.4% | $163.5 萬$135.3 萬 | +$36.1 萬 | 0.4%0.3% | +0.07 |
| HQYHealthequity, Inc. | 加碼歷史 | 23,92512,128 | +11,797+97.3% | $160.7 萬$74.5 萬 | +$79.2 萬 | 0.3%0.2% | +0.19 |
| NFENew Fortress Energy Inc. | 新進歷史 | 36,5150 | +36,515 | $159.6 萬$0 | +$159.6 萬 | 0.3%0.0% | +0.35 |
| ANETArista Networks, Inc. | 新進歷史 | 13,4530 | +13,453 | $151.9 萬$0 | +$151.9 萬 | 0.3%0.0% | +0.33 |
| J P Morgan Exchange Traded F46641Q845 | 新進– | 41,6880 | +41,688 | $147.5 萬$0 | +$147.5 萬 | 0.3%0.0% | +0.32 |
| DDOGDatadog, Inc. | 加碼歷史 | 16,15716,147 | +10+0.1% | $143.4 萬$153.8 萬 | +$887.54 | 0.3%0.3% | −0.02 |
| PBRPetrobras - Petroleo Brasileiro SA | 新進歷史 | 110,7430 | +110,743 | $136.7 萬$0 | +$136.7 萬 | 0.3%0.0% | +0.30 |
| PGZPrincipal Real Estate Income Fund | 加碼歷史 | 119,718116,351 | +3,367+2.9% | $132.2 萬$150.1 萬 | +$3.72 萬 | 0.3%0.3% | −0.03 |
| SNPSSynopsys Inc | 新進歷史 | 4,2830 | +4,283 | $130.8 萬$0 | +$130.8 萬 | 0.3%0.0% | +0.28 |
| VanEck ETF Trust92189F411 | 減碼– | 93,86094,830 | −970−1.0% | $127.4 萬$143.2 萬 | −$1.32 萬 | 0.3%0.3% | −0.03 |
| APHAmphenol Corp | 減碼歷史 | 18,80922,499 | −3,690−16.4% | $125.9 萬$144.8 萬 | −$24.7 萬 | 0.3%0.3% | −0.04 |
| JNJJohnson & Johnson | 加碼歷史 | 7,6395,872 | +1,767+30.1% | $124.8 萬$104.2 萬 | +$28.9 萬 | 0.3%0.2% | +0.05 |
| CLSCelestica Inc | 減碼歷史 | 146,251150,523 | −4,272−2.8% | $123.0 萬$146.4 萬 | −$3.59 萬 | 0.3%0.3% | −0.05 |
| CHHChoice Hotels International Inc | 新進歷史 | 11,2250 | +11,225 | $122.9 萬$0 | +$122.9 萬 | 0.3%0.0% | +0.27 |
| GOOGLAlphabet Inc. | 減碼依 20 比 1 拆股換算歷史 | 12,76214,640 | −1,878−12.8% | $122.1 萬$159.5 萬 | −$18.0 萬 | 0.3%0.3% | −0.07 |
| LNTHLantheus Holdings, Inc. | 新進歷史 | 16,8740 | +16,874 | $118.7 萬$0 | +$118.7 萬 | 0.3%0.0% | +0.26 |
| ONEM1Life Healthcare Inc | 不變歷史 | 68,58968,589 | 00.0% | $117.6 萬$53.8 萬 | $0 | 0.3%0.1% | +0.14 |
| KSSKOHLS Corp | 加碼歷史 | 45,24836,324 | +8,924+24.6% | $113.8 萬$129.6 萬 | +$22.4 萬 | 0.2%0.3% | −0.03 |
| TGTTarget Corp | 加碼歷史 | 7,6643,824 | +3,840+100.4% | $113.7 萬$54.0 萬 | +$57.0 萬 | 0.2%0.1% | +0.13 |
| ProShares Tr74347B235 | 加碼– | 29,37226,920 | +2,452+9.1% | $113.4 萬$97.5 萬 | +$9.47 萬 | 0.2%0.2% | +0.04 |
| FTNTFortinet, Inc. | 減碼歷史 | 22,969115,717 | −92,748−80.2% | $112.8 萬$654.8 萬 | −$455.5 萬 | 0.2%1.4% | −1.15 |
| iShares Select Dividend ETF464287168 | 加碼– | 10,0788,991 | +1,087+12.1% | $108.1 萬$105.8 萬 | +$11.7 萬 | 0.2%0.2% | +0.01 |
| CVSCVS Health Corp | 加碼歷史 | 11,22910,719 | +510+4.8% | $107.1 萬$99.3 萬 | +$4.86 萬 | 0.2%0.2% | +0.02 |
| AXPAmerican Express Co | 減碼歷史 | 7,5408,839 | −1,299−14.7% | $101.7 萬$122.5 萬 | −$17.5 萬 | 0.2%0.3% | −0.04 |
| iShares Tr464288372 | 加碼– | 23,97423,194 | +780+3.4% | $100.3 萬$108.4 萬 | +$3.26 萬 | 0.2%0.2% | −0.01 |
| STWDStarwood Property Trust, Inc. | 減碼歷史 | 54,54955,251 | −702−1.3% | $99.4 萬$115.4 萬 | −$1.28 萬 | 0.2%0.2% | −0.03 |
| VVisa Inc. | 加碼歷史 | 5,4234,732 | +691+14.6% | $96.3 萬$93.2 萬 | +$12.3 萬 | 0.2%0.2% | +0.01 |
| GSKGSK plc | 新進歷史 | 32,6660 | +32,666 | $96.1 萬$0 | +$96.1 萬 | 0.2%0.0% | +0.21 |
| WMTWalmart Inc. | 加碼歷史 | 7,2596,862 | +397+5.8% | $94.1 萬$83.4 萬 | +$5.15 萬 | 0.2%0.2% | +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。