Beck Bode, LLC
- SEC CIK
- 0001790548
- 最新申報
- 2026/8/13
2022 年第 3 季到 2022 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
- 58 檔
- 估計 +$1.73 億
- 加碼
- 33 檔
- 估計 +$4,425 萬
- 減碼
- 110 檔
- 估計 −$8,407 萬
- 清倉
- 80 檔
- 估計 −$1.74 億
總值從 $4.62 億變成 $4.45 億（−$1,685 萬 (−3.7%)），持股從 224 檔變成 202 檔（−22）。
2022 年第 4 季全部持倉2022 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 4 季，下面灰字是 2022 年第 3 季。兩季之間拆股的股票，2022 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） |
|---|---|---|---|---|---|---|---|
| AAgilent Technologies, Inc. | 加碼歷史 | 105,95183,393 | +22,558+27.1% | $1,586 萬$1,014 萬 | +$337.6 萬 | 3.6%2.2% | +1.37 |
| AESAES Corp | 減碼歷史 | 524,915545,388 | −20,473−3.8% | $1,510 萬$1,233 萬 | −$58.9 萬 | 3.4%2.7% | +0.72 |
| NEENextera Energy Inc | 減碼歷史 | 172,994192,826 | −19,832−10.3% | $1,446 萬$1,512 萬 | −$165.8 萬 | 3.3%3.3% | −0.02 |
| AEEAmeren Corp | 新進歷史 | 142,2050 | +142,205 | $1,264 萬$0 | +$1,264 萬 | 2.8%0.0% | +2.84 |
| NINisource Inc. | 減碼歷史 | 458,496497,602 | −39,106−7.9% | $1,257 萬$1,254 萬 | −$107.2 萬 | 2.8%2.7% | +0.11 |
| HUMHumana Inc | 加碼歷史 | 22,54017,786 | +4,754+26.7% | $1,155 萬$863.0 萬 | +$243.5 萬 | 2.6%1.9% | +0.73 |
| ETREntergy Corp | 新進歷史 | 98,7620 | +98,762 | $1,111 萬$0 | +$1,111 萬 | 2.5%0.0% | +2.50 |
| EVRGEvergy, Inc. | 新進歷史 | 174,6770 | +174,677 | $1,099 萬$0 | +$1,099 萬 | 2.5%0.0% | +2.47 |
| Atlantica Sustainable Infr PG0751N103 | 加碼– | 373,438355,585 | +17,853+5.0% | $967.2 萬$935.2 萬 | +$46.2 萬 | 2.2%2.0% | +0.15 |
| PPLPPL Corp | 新進歷史 | 322,8640 | +322,864 | $943.4 萬$0 | +$943.4 萬 | 2.1%0.0% | +2.12 |
| URIUnited Rentals, Inc. | 加碼歷史 | 26,1389,272 | +16,866+181.9% | $929.0 萬$250.5 萬 | +$599.5 萬 | 2.1%0.5% | +1.55 |
| ENPHEnphase Energy, Inc. | 新進歷史 | 34,6500 | +34,650 | $918.3 萬$0 | +$918.3 萬 | 2.1%0.0% | +2.06 |
| NRGNRG Energy, Inc. | 新進歷史 | 277,6360 | +277,636 | $883.4 萬$0 | +$883.4 萬 | 2.0%0.0% | +1.99 |
| First Trust Rising Dividend Achievers ETF33738R506 | 減碼– | 198,864202,560 | −3,696−1.8% | $873.4 萬$787.6 萬 | −$16.2 萬 | 2.0%1.7% | +0.26 |
| ORAOrmat Technologies, Inc. | 新進歷史 | 98,9710 | +98,971 | $855.9 萬$0 | +$855.9 萬 | 1.9%0.0% | +1.92 |
| ANETArista Networks, Inc. | 加碼歷史 | 64,44513,453 | +50,992+379.0% | $782.0 萬$151.9 萬 | +$618.8 萬 | 1.8%0.3% | +1.43 |
| CVXChevron Corp | 加碼歷史 | 41,89731,358 | +10,539+33.6% | $752.0 萬$450.5 萬 | +$189.2 萬 | 1.7%1.0% | +0.71 |
| FOURShift4 Payments, Inc. | 減碼歷史 | 121,791127,666 | −5,875−4.6% | $681.1 萬$569.5 萬 | −$32.9 萬 | 1.5%1.2% | +0.30 |
| PTENPatterson Uti Energy Inc | 加碼歷史 | 402,010345,817 | +56,193+16.2% | $677.0 萬$403.9 萬 | +$94.6 萬 | 1.5%0.9% | +0.65 |
| AVTAvnet Inc | 減碼歷史 | 159,269172,694 | −13,425−7.8% | $662.2 萬$623.8 萬 | −$55.8 萬 | 1.5%1.4% | +0.14 |
| TSLATesla, Inc. | 加碼歷史 | 52,06615,005 | +37,061+247.0% | $641.4 萬$398.0 萬 | +$456.5 萬 | 1.4%0.9% | +0.58 |
| TMETencent Music Entertainment Group | 新進歷史 | 731,7570 | +731,757 | $605.9 萬$0 | +$605.9 萬 | 1.4%0.0% | +1.36 |
| AAPLApple Inc. | 減碼歷史 | 44,593125,532 | −80,939−64.5% | $579.4 萬$1,735 萬 | −$1,052 萬 | 1.3%3.8% | −2.46 |
| CNCCentene Corp | 加碼歷史 | 70,57357,175 | +13,398+23.4% | $578.8 萬$444.9 萬 | +$109.9 萬 | 1.3%1.0% | +0.34 |
| PDDPDD Holdings Inc. | 新進歷史 | 70,1340 | +70,134 | $571.9 萬$0 | +$571.9 萬 | 1.3%0.0% | +1.29 |
| WHDCactus, Inc. | 新進歷史 | 113,0280 | +113,028 | $568.1 萬$0 | +$568.1 萬 | 1.3%0.0% | +1.28 |
| AZNAstraZeneca PLC | 新進歷史 | 82,5440 | +82,544 | $559.6 萬$0 | +$559.6 萬 | 1.3%0.0% | +1.26 |
| EMBJEmbraer S.A. | 新進歷史 | 482,4360 | +482,436 | $527.3 萬$0 | +$527.3 萬 | 1.2%0.0% | +1.19 |
| BJBJ's Wholesale Club Holdings, Inc. | 新進歷史 | 75,8230 | +75,823 | $501.6 萬$0 | +$501.6 萬 | 1.1%0.0% | +1.13 |
| Fidelity Covington Trust316092832 | 減碼– | 111,463118,312 | −6,849−5.8% | $444.2 萬$419.7 萬 | −$27.3 萬 | 1.0%0.9% | +0.09 |
| ASBAssociated Banc-Corp | 加碼歷史 | 191,278136,557 | +54,721+40.1% | $441.7 萬$274.2 萬 | +$126.4 萬 | 1.0%0.6% | +0.40 |
| CHXChampionX Corp | 減碼歷史 | 142,666151,607 | −8,941−5.9% | $413.6 萬$296.7 萬 | −$25.9 萬 | 0.9%0.6% | +0.29 |
| First Tr Exchange-Traded Alp33735K108 | 新進– | 45,0050 | +45,005 | $411.4 萬$0 | +$411.4 萬 | 0.9%0.0% | +0.93 |
| LSILife Storage, Inc. | 加碼歷史 | 40,42119,766 | +20,655+104.5% | $398.1 萬$218.9 萬 | +$203.5 萬 | 0.9%0.5% | +0.42 |
| Fidelity MSCI Utilities Index ETF316092865 | 減碼– | 86,75989,844 | −3,085−3.4% | $395.4 萬$379.3 萬 | −$14.1 萬 | 0.9%0.8% | +0.07 |
| SHWSherwin Williams Co | 新進歷史 | 16,5560 | +16,556 | $392.9 萬$0 | +$392.9 萬 | 0.9%0.0% | +0.88 |
| RCIRogers Communications Inc | 新進歷史 | 80,7030 | +80,703 | $378.0 萬$0 | +$378.0 萬 | 0.9%0.0% | +0.85 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 34,25630,737 | +3,519+11.4% | $377.8 萬$268.4 萬 | +$38.8 萬 | 0.8%0.6% | +0.27 |
| LLYEli Lilly & Co | 加碼歷史 | 10,2469,472 | +774+8.2% | $374.8 萬$306.3 萬 | +$28.3 萬 | 0.8%0.7% | +0.18 |
| J P Morgan Exchange Traded F46641Q332 | 減碼– | 68,13268,201 | −69−0.1% | $371.3 萬$349.4 萬 | −$3,759.81 | 0.8%0.8% | +0.08 |
| CHGGChegg, Inc | 新進歷史 | 146,5220 | +146,522 | $370.3 萬$0 | +$370.3 萬 | 0.8%0.0% | +0.83 |
| iShares Core S&P US Value ETF464287663 | 新進– | 51,9350 | +51,935 | $366.8 萬$0 | +$366.8 萬 | 0.8%0.0% | +0.82 |
| iShares Tr464288687 | 減碼– | 119,535120,831 | −1,296−1.1% | $364.9 萬$382.7 萬 | −$3.96 萬 | 0.8%0.8% | −0.01 |
| First Tr Exchange-Traded FD33733E104 | 新進– | 47,7610 | +47,761 | $358.0 萬$0 | +$358.0 萬 | 0.8%0.0% | +0.80 |
| BCCBoise Cascade Co | 加碼歷史 | 52,06843,594 | +8,474+19.4% | $357.5 萬$259.2 萬 | +$58.2 萬 | 0.8%0.6% | +0.24 |
| SJTSan Juan Basin Royalty Trust | 減碼歷史 | 306,307308,310 | −2,003−0.6% | $349.2 萬$289.8 萬 | −$2.28 萬 | 0.8%0.6% | +0.16 |
| Invesco Exch Traded FD Tr II46138E404 | 減碼– | 190,842192,418 | −1,576−0.8% | $345.8 萬$335.8 萬 | −$2.86 萬 | 0.8%0.7% | +0.05 |
| SWAVShockwave Medical, Inc. | 減碼歷史 | 16,69617,413 | −717−4.1% | $343.3 萬$484.2 萬 | −$14.7 萬 | 0.8%1.0% | −0.28 |
| First Tr Exchng Traded FD VI33740F805 | 新進– | 75,9960 | +75,996 | $333.8 萬$0 | +$333.8 萬 | 0.8%0.0% | +0.75 |
| WEXWEX Inc. | 加碼歷史 | 20,2293,133 | +17,096+545.7% | $331.0 萬$39.8 萬 | +$279.8 萬 | 0.7%0.1% | +0.66 |
| CRWDCrowdStrike Holdings, Inc. | 新進歷史 | 31,0160 | +31,016 | $326.6 萬$0 | +$326.6 萬 | 0.7%0.0% | +0.73 |
| MSFTMicrosoft Corp | 減碼歷史 | 13,33643,590 | −30,254−69.4% | $319.8 萬$1,015 萬 | −$725.5 萬 | 0.7%2.2% | −1.48 |
| CALMCal-Maine Foods Inc | 加碼歷史 | 57,00449,912 | +7,092+14.2% | $310.4 萬$277.5 萬 | +$38.6 萬 | 0.7%0.6% | +0.10 |
| AVGOBroadcom Inc. | 加碼歷史 | 5,413891 | +4,522+507.5% | $302.6 萬$39.6 萬 | +$252.8 萬 | 0.7%0.1% | +0.59 |
| HQYHealthequity, Inc. | 加碼歷史 | 45,66023,925 | +21,735+90.8% | $281.4 萬$160.7 萬 | +$134.0 萬 | 0.6%0.3% | +0.28 |
| FLEXFlex Ltd. | 新進歷史 | 127,9750 | +127,975 | $274.6 萬$0 | +$274.6 萬 | 0.6%0.0% | +0.62 |
| GBXGreenbrier Companies Inc | 新進歷史 | 78,2340 | +78,234 | $262.3 萬$0 | +$262.3 萬 | 0.6%0.0% | +0.59 |
| MCKMcKesson Corp | 加碼歷史 | 6,7694,995 | +1,774+35.5% | $253.9 萬$169.8 萬 | +$66.5 萬 | 0.6%0.4% | +0.20 |
| VRTXVertex Pharmaceuticals Inc | 加碼歷史 | 8,6477,276 | +1,371+18.8% | $249.7 萬$210.7 萬 | +$39.6 萬 | 0.6%0.5% | +0.11 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 4,5014,589 | −88−1.9% | $238.6 萬$231.8 萬 | −$4.67 萬 | 0.5%0.5% | +0.03 |
| MELIMercadolibre Inc | 新進歷史 | 2,5600 | +2,560 | $216.6 萬$0 | +$216.6 萬 | 0.5%0.0% | +0.49 |
| NFENew Fortress Energy Inc. | 加碼歷史 | 49,56436,515 | +13,049+35.7% | $210.3 萬$159.6 萬 | +$55.4 萬 | 0.5%0.3% | +0.13 |
| iShares Tr464287556 | 減碼– | 15,95516,145 | −190−1.2% | $209.5 萬$188.8 萬 | −$2.49 萬 | 0.5%0.4% | +0.06 |
| iShares Russell Midcap ETF464287499 | 新進– | 31,0390 | +31,039 | $209.4 萬$0 | +$209.4 萬 | 0.5%0.0% | +0.47 |
| BCEBce Inc | 新進歷史 | 46,9020 | +46,902 | $206.1 萬$0 | +$206.1 萬 | 0.5%0.0% | +0.46 |
| MRKMerck & Co., Inc. | 新進歷史 | 18,3080 | +18,308 | $203.1 萬$0 | +$203.1 萬 | 0.5%0.0% | +0.46 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | 減碼– | 53,24553,632 | −387−0.7% | $196.6 萬$193.1 萬 | −$1.43 萬 | 0.4%0.4% | +0.02 |
| TRVGtrivago N.V. | 新進歷史 | 1,408,7340 | +1,408,734 | $190.2 萬$0 | +$190.2 萬 | 0.4%0.0% | +0.43 |
| SPYSPDR S&P 500 ETF Trust | 新進歷史 | 4,8920 | +4,892 | $187.1 萬$0 | +$187.1 萬 | 0.4%0.0% | +0.42 |
| BLBlackline, Inc. | 新進歷史 | 27,1070 | +27,107 | $182.3 萬$0 | +$182.3 萬 | 0.4%0.0% | +0.41 |
| ARCCAres Capital Corp | 加碼歷史 | 97,13296,889 | +243+0.3% | $179.4 萬$163.5 萬 | +$4,488.21 | 0.4%0.4% | +0.05 |
| CELHCelsius Holdings, Inc. | 加碼歷史 | 15,4248,331 | +7,093+85.1% | $160.5 萬$75.5 萬 | +$73.8 萬 | 0.4%0.2% | +0.20 |
| J P Morgan Exchange Traded F46641Q845 | 減碼– | 41,24441,688 | −444−1.1% | $159.8 萬$147.5 萬 | −$1.72 萬 | 0.4%0.3% | +0.04 |
| First Tr Exchange-Traded FD33738D101 | 新進– | 58,9480 | +58,948 | $157.3 萬$0 | +$157.3 萬 | 0.4%0.0% | +0.35 |
| iShares Tips Bond ETF464287176 | 減碼– | 14,03646,537 | −32,501−69.8% | $149.4 萬$488.2 萬 | −$345.9 萬 | 0.3%1.1% | −0.72 |
| EXASExact Sciences Corp | 新進歷史 | 29,1480 | +29,148 | $144.3 萬$0 | +$144.3 萬 | 0.3%0.0% | +0.32 |
| COSTCostco Wholesale Corp | 減碼歷史 | 3,1308,450 | −5,320−63.0% | $142.9 萬$399.1 萬 | −$242.9 萬 | 0.3%0.9% | −0.54 |
| VanEck ETF Trust92189F411 | 加碼– | 94,03493,860 | +174+0.2% | $133.1 萬$127.4 萬 | +$2,462.1 | 0.3%0.3% | +0.02 |
| ACIAlbertsons Companies, Inc. | 加碼歷史 | 61,79922,198 | +39,601+178.4% | $128.2 萬$55.2 萬 | +$82.1 萬 | 0.3%0.1% | +0.17 |
| DENDenbury Inc | 新進歷史 | 14,3280 | +14,328 | $124.7 萬$0 | +$124.7 萬 | 0.3%0.0% | +0.28 |
| REGNRegeneron Pharmaceuticals, Inc. | 加碼歷史 | 1,711431 | +1,280+297.0% | $123.4 萬$29.7 萬 | +$92.4 萬 | 0.3%0.1% | +0.21 |
| AINAlbany International Corp | 新進歷史 | 12,3860 | +12,386 | $122.1 萬$0 | +$122.1 萬 | 0.3%0.0% | +0.27 |
| DDOGDatadog, Inc. | 加碼歷史 | 16,16716,157 | +10+0.1% | $118.8 萬$143.4 萬 | +$735 | 0.3%0.3% | −0.04 |
| DTDynatrace, Inc. | 新進歷史 | 30,8530 | +30,853 | $118.2 萬$0 | +$118.2 萬 | 0.3%0.0% | +0.27 |
| NEXNextier Oilfield Solutions Inc. | 加碼歷史 | 127,66424,032 | +103,632+431.2% | $118.0 萬$17.8 萬 | +$95.8 萬 | 0.3%<0.1% | +0.23 |
| EXCExelon Corp | 減碼歷史 | 27,010199,657 | −172,647−86.5% | $116.8 萬$747.9 萬 | −$746.4 萬 | 0.3%1.6% | −1.36 |
| FTNTFortinet, Inc. | 加碼歷史 | 23,46922,969 | +500+2.2% | $114.7 萬$112.8 萬 | +$2.44 萬 | 0.3%0.2% | +0.01 |
| ONEM1Life Healthcare Inc | 不變歷史 | 68,58968,589 | 00.0% | $114.6 萬$117.6 萬 | $0 | 0.3%0.3% | 0.00 |
| CDNSCadence Design Systems Inc | 減碼歷史 | 6,77118,365 | −11,594−63.1% | $108.8 萬$300.1 萬 | −$186.3 萬 | 0.2%0.7% | −0.41 |
| Davis Fundamental ETF Tr23908L207 | 新進– | 39,6370 | +39,637 | $107.7 萬$0 | +$107.7 萬 | 0.2%0.0% | +0.24 |
| AEPAmerican Electric Power Co Inc | 新進歷史 | 11,1850 | +11,185 | $106.2 萬$0 | +$106.2 萬 | 0.2%0.0% | +0.24 |
| CTASCintas Corp | 加碼歷史 | 2,2851,371 | +914+66.7% | $103.2 萬$53.2 萬 | +$41.3 萬 | 0.2%0.1% | +0.12 |
| ULTAUlta Beauty, Inc. | 新進歷史 | 2,1830 | +2,183 | $102.4 萬$0 | +$102.4 萬 | 0.2%0.0% | +0.23 |
| STWDStarwood Property Trust, Inc. | 加碼歷史 | 54,73754,549 | +188+0.3% | $100.3 萬$99.4 萬 | +$3,446.05 | 0.2%0.2% | +0.01 |
| EVBGEverbridge, Inc. | 新進歷史 | 33,8820 | +33,882 | $100.2 萬$0 | +$100.2 萬 | 0.2%0.0% | +0.23 |
| CVSCVS Health Corp | 減碼歷史 | 10,63111,229 | −598−5.3% | $99.1 萬$107.1 萬 | −$5.58 萬 | 0.2%0.2% | −0.01 |
| OGSONE Gas, Inc. | 新進歷史 | 12,7000 | +12,700 | $96.2 萬$0 | +$96.2 萬 | 0.2%0.0% | +0.22 |
| First Tr Exchange-Traded FD33733B100 | 減碼– | 11,96512,352 | −387−3.1% | $95.0 萬$88.7 萬 | −$3.07 萬 | 0.2%0.2% | +0.02 |
| ORealty Income Corp | 加碼歷史 | 14,80714,731 | +76+0.5% | $93.9 萬$85.7 萬 | +$4,820.71 | 0.2%0.2% | +0.03 |
| DEDeere & Co | 減碼歷史 | 2,0752,609 | −534−20.5% | $89.0 萬$87.1 萬 | −$22.9 萬 | 0.2%0.2% | +0.01 |
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。