Beck Bode, LLC
- SEC CIK
- 0001790548
- 最新申報
- 2026/8/13
2023 年第 1 季到 2023 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
- 27 檔
- 估計 +$9,882 萬
- 加碼
- 42 檔
- 估計 +$3,561 萬
- 減碼
- 60 檔
- 估計 −$1,570 萬
- 清倉
- 36 檔
- 估計 −$1.17 億
總值從 $4.07 億變成 $4.11 億（+$404.6 萬 (+1.0%)），持股從 139 檔變成 130 檔（−9）。
2023 年第 2 季全部持倉2023 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2023 年第 2 季，下面灰字是 2023 年第 1 季。兩季之間拆股的股票，2023 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） |
|---|---|---|---|---|---|---|---|
| URIUnited Rentals, Inc. | 加碼歷史 | 27,64124,289 | +3,352+13.8% | $1,227 萬$961.3 萬 | +$148.8 萬 | 3.0%2.4% | +0.62 |
| HUMHumana Inc | 加碼歷史 | 25,26121,631 | +3,630+16.8% | $1,128 萬$1,050 萬 | +$162.2 萬 | 2.7%2.6% | +0.17 |
| NRGNRG Energy, Inc. | 加碼歷史 | 298,009282,277 | +15,732+5.6% | $1,112 萬$967.9 萬 | +$58.7 萬 | 2.7%2.4% | +0.33 |
| NEENextera Energy Inc | 減碼歷史 | 148,272149,449 | −1,177−0.8% | $1,099 萬$1,152 萬 | −$8.72 萬 | 2.7%2.8% | −0.16 |
| AESAES Corp | 加碼歷史 | 528,690488,472 | +40,218+8.2% | $1,095 萬$1,176 萬 | +$83.3 萬 | 2.7%2.9% | −0.23 |
| ANETArista Networks, Inc. | 減碼歷史 | 61,75962,883 | −1,124−1.8% | $998.4 萬$1,056 萬 | −$18.2 萬 | 2.4%2.6% | −0.16 |
| NINisource Inc. | 加碼歷史 | 353,69213,361 | +340,331+2,547.2% | $966.8 萬$37.4 萬 | +$930.3 萬 | 2.4%0.1% | +2.26 |
| ETREntergy Corp | 加碼歷史 | 95,35293,464 | +1,888+2.0% | $927.5 萬$1,007 萬 | +$18.4 萬 | 2.3%2.5% | −0.22 |
| ORAOrmat Technologies, Inc. | 加碼歷史 | 115,028104,884 | +10,144+9.7% | $925.0 萬$889.1 萬 | +$81.6 萬 | 2.3%2.2% | +0.07 |
| PORPortland General Electric Co | 新進歷史 | 196,6230 | +196,623 | $920.0 萬$0 | +$920.0 萬 | 2.2%0.0% | +2.24 |
| Atlantica Sustainable Infr PG0751N103 | 加碼– | 389,521370,951 | +18,570+5.0% | $912.6 萬$1,097 萬 | +$43.5 萬 | 2.2%2.7% | −0.47 |
| NVDANVIDIA Corp | 新進歷史 | 21,4600 | +21,460 | $901.9 萬$0 | +$901.9 萬 | 2.2%0.0% | +2.19 |
| PPLPPL Corp | 加碼歷史 | 335,387324,526 | +10,861+3.3% | $886.8 萬$901.9 萬 | +$28.7 萬 | 2.2%2.2% | −0.06 |
| DUKDuke Energy CORP | 新進歷史 | 98,0070 | +98,007 | $878.8 萬$0 | +$878.8 萬 | 2.1%0.0% | +2.14 |
| PSXPhillips 66 | 新進歷史 | 88,0890 | +88,089 | $838.9 萬$0 | +$838.9 萬 | 2.0%0.0% | +2.04 |
| AFLAflac Inc | 新進歷史 | 117,9120 | +117,912 | $821.6 萬$0 | +$821.6 萬 | 2.0%0.0% | +2.00 |
| LULUlululemon athletica inc. | 加碼歷史 | 21,17614,542 | +6,634+45.6% | $798.2 萬$529.6 萬 | +$250.1 萬 | 1.9%1.3% | +0.64 |
| First Trust Rising Dividend Achievers ETF33738R506 | 減碼– | 164,897178,771 | −13,874−7.8% | $776.7 萬$802.1 萬 | −$65.3 萬 | 1.9%2.0% | −0.08 |
| UNMUnum Group | 新進歷史 | 154,9120 | +154,912 | $738.6 萬$0 | +$738.6 萬 | 1.8%0.0% | +1.80 |
| AVTAvnet Inc | 減碼歷史 | 141,564147,825 | −6,261−4.2% | $713.4 萬$668.2 萬 | −$31.6 萬 | 1.7%1.6% | +0.09 |
| COSTCostco Wholesale Corp | 加碼歷史 | 13,0112,266 | +10,745+474.2% | $699.0 萬$112.6 萬 | +$577.3 萬 | 1.7%0.3% | +1.42 |
| EMBJEmbraer S.A. | 加碼歷史 | 427,785424,234 | +3,551+0.8% | $659.7 萬$694.5 萬 | +$5.48 萬 | 1.6%1.7% | −0.10 |
| BLKBBlackbaud Inc | 加碼歷史 | 90,67987,995 | +2,684+3.1% | $643.8 萬$609.8 萬 | +$19.1 萬 | 1.6%1.5% | +0.07 |
| VLOValero Energy Corp | 新進歷史 | 51,3160 | +51,316 | $601.1 萬$0 | +$601.1 萬 | 1.5%0.0% | +1.46 |
| ABNBAirbnb, Inc. | 新進歷史 | 46,6630 | +46,663 | $595.2 萬$0 | +$595.2 萬 | 1.4%0.0% | +1.45 |
| CRWDCrowdStrike Holdings, Inc. | 加碼歷史 | 34,86931,356 | +3,513+11.2% | $510.0 萬$430.4 萬 | +$51.4 萬 | 1.2%1.1% | +0.18 |
| EXASExact Sciences Corp | 加碼歷史 | 54,19612,524 | +41,672+332.7% | $505.3 萬$84.9 萬 | +$388.5 萬 | 1.2%0.2% | +1.02 |
| RNGRingCentral, Inc. | 加碼歷史 | 153,182136,667 | +16,515+12.1% | $501.5 萬$419.2 萬 | +$54.1 萬 | 1.2%1.0% | +0.19 |
| First Tr Exchange-Traded Alp33735K108 | 減碼– | 48,48348,590 | −107−0.2% | $491.1 萬$452.1 萬 | −$1.08 萬 | 1.2%1.1% | +0.08 |
| First Tr Exchng Traded FD VI33740F805 | 加碼– | 110,26488,305 | +21,959+24.9% | $487.0 萬$397.9 萬 | +$97.0 萬 | 1.2%1.0% | +0.21 |
| WDAYWorkday, Inc. | 新進歷史 | 20,1120 | +20,112 | $454.4 萬$0 | +$454.4 萬 | 1.1%0.0% | +1.11 |
| CNCCentene Corp | 減碼歷史 | 67,43572,287 | −4,852−6.7% | $454.3 萬$456.9 萬 | −$32.7 萬 | 1.1%1.1% | −0.02 |
| Invesco Exchange Traded FD T46137V357 | 減碼– | 30,23732,946 | −2,709−8.2% | $452.5 萬$476.5 萬 | −$40.5 萬 | 1.1%1.2% | −0.07 |
| HSYHershey Co | 加碼歷史 | 17,3082,383 | +14,925+626.3% | $432.1 萬$60.6 萬 | +$372.6 萬 | 1.1%0.1% | +0.90 |
| iShares Core S&P US Value ETF464287663 | 減碼– | 55,18955,940 | −751−1.3% | $431.9 萬$412.7 萬 | −$5.88 萬 | 1.1%1.0% | +0.04 |
| NVSNovartis AG | 新進歷史 | 42,3110 | +42,311 | $425.2 萬$0 | +$425.2 萬 | 1.0%0.0% | +1.03 |
| AVGOBroadcom Inc. | 減碼歷史 | 4,6355,604 | −969−17.3% | $400.7 萬$359.5 萬 | −$83.8 萬 | 1.0%0.9% | +0.09 |
| First Tr Exchange-Traded FD33733E104 | 加碼– | 53,31551,756 | +1,559+3.0% | $400.3 萬$377.5 萬 | +$11.7 萬 | 1.0%0.9% | +0.05 |
| Fidelity Covington Trust316092832 | 減碼– | 91,84298,551 | −6,709−6.8% | $383.3 萬$400.7 萬 | −$28.0 萬 | 0.9%1.0% | −0.05 |
| TAPMolson Coors Beverage Co | 新進歷史 | 54,4500 | +54,450 | $358.4 萬$0 | +$358.4 萬 | 0.9%0.0% | +0.87 |
| MELIMercadolibre Inc | 減碼歷史 | 2,9423,262 | −320−9.8% | $348.3 萬$430.0 萬 | −$37.9 萬 | 0.8%1.1% | −0.21 |
| WEXWEX Inc. | 減碼歷史 | 18,69119,096 | −405−2.1% | $340.1 萬$351.2 萬 | −$7.37 萬 | 0.8%0.9% | −0.04 |
| AAPLApple Inc. | 減碼歷史 | 16,96020,425 | −3,465−17.0% | $329.0 萬$336.8 萬 | −$67.2 萬 | 0.8%0.8% | −0.03 |
| J P Morgan Exchange Traded F46641Q332 | 減碼– | 57,93662,200 | −4,264−6.9% | $320.6 萬$339.6 萬 | −$23.6 萬 | 0.8%0.8% | −0.05 |
| CATCaterpillar Inc | 加碼歷史 | 12,86210,063 | +2,799+27.8% | $316.3 萬$230.3 萬 | +$68.8 萬 | 0.8%0.6% | +0.20 |
| iShares Tr464288687 | 減碼– | 101,429109,143 | −7,714−7.1% | $313.7 萬$340.7 萬 | −$23.9 萬 | 0.8%0.8% | −0.07 |
| ELFe.l.f. Beauty, Inc. | 減碼歷史 | 25,88329,627 | −3,744−12.6% | $295.7 萬$244.0 萬 | −$42.8 萬 | 0.7%0.6% | +0.12 |
| Invesco Exch Traded FD Tr II46138E404 | 減碼– | 162,524175,028 | −12,504−7.1% | $293.8 萬$318.9 萬 | −$22.6 萬 | 0.7%0.8% | −0.07 |
| HDHome Depot, Inc. | 新進歷史 | 9,4540 | +9,454 | $293.4 萬$0 | +$293.4 萬 | 0.7%0.0% | +0.71 |
| HSBCHSBC Holdings PLC | 減碼歷史 | 72,71176,153 | −3,442−4.5% | $287.4 萬$259.9 萬 | −$13.6 萬 | 0.7%0.6% | +0.06 |
| First Tr Exchange-Traded FD337344105 | 減碼– | 26,85129,206 | −2,355−8.1% | $287.0 萬$294.0 萬 | −$25.2 萬 | 0.7%0.7% | −0.02 |
| Fidelity MSCI Utilities Index ETF316092865 | 減碼– | 63,48179,079 | −15,598−19.7% | $268.4 萬$346.5 萬 | −$65.9 萬 | 0.7%0.9% | −0.20 |
| HQYHealthequity, Inc. | 減碼歷史 | 42,23746,815 | −4,578−9.8% | $266.0 萬$274.9 萬 | −$28.8 萬 | 0.6%0.7% | −0.03 |
| RLRalph Lauren Corp | 新進歷史 | 20,5450 | +20,545 | $253.3 萬$0 | +$253.3 萬 | 0.6%0.0% | +0.62 |
| VRTXVertex Pharmaceuticals Inc | 減碼歷史 | 7,0537,456 | −403−5.4% | $248.2 萬$234.9 萬 | −$14.2 萬 | 0.6%0.6% | +0.03 |
| TJXTJX Companies Inc | 新進歷史 | 28,6220 | +28,622 | $242.3 萬$0 | +$242.3 萬 | 0.6%0.0% | +0.59 |
| ODFLOld Dominion Freight Line, Inc. | 新進歷史 | 6,2310 | +6,231 | $231.0 萬$0 | +$231.0 萬 | 0.6%0.0% | +0.56 |
| iShares Russell Midcap ETF464287499 | 減碼– | 31,47632,949 | −1,473−4.5% | $229.9 萬$230.4 萬 | −$10.8 萬 | 0.6%0.6% | −0.01 |
| LINLinde PLC | 減碼歷史 | 5,9156,505 | −590−9.1% | $225.1 萬$231.2 萬 | −$22.4 萬 | 0.5%0.6% | −0.02 |
| RPRXRoyalty Pharma plc | 加碼歷史 | 71,42470,439 | +985+1.4% | $219.5 萬$253.8 萬 | +$3.03 萬 | 0.5%0.6% | −0.09 |
| CBRLCracker Barrel Old Country Store, Inc | 新進歷史 | 22,6820 | +22,682 | $211.7 萬$0 | +$211.7 萬 | 0.5%0.0% | +0.52 |
| WYNNWynn Resorts Ltd | 減碼歷史 | 19,42721,760 | −2,333−10.7% | $205.0 萬$243.5 萬 | −$24.6 萬 | 0.5%0.6% | −0.10 |
| SJTSan Juan Basin Royalty Trust | 減碼歷史 | 276,007276,728 | −721−0.3% | $204.2 萬$290.6 萬 | −$5,335.4 | 0.5%0.7% | −0.22 |
| HUBSHubSpot Inc | 新進歷史 | 3,5810 | +3,581 | $190.4 萬$0 | +$190.4 萬 | 0.5%0.0% | +0.46 |
| CELHCelsius Holdings, Inc. | 減碼歷史 | 12,54313,307 | −764−5.7% | $187.1 萬$123.7 萬 | −$11.4 萬 | 0.5%0.3% | +0.15 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 4,0774,371 | −294−6.7% | $180.7 萬$178.9 萬 | −$13.0 萬 | 0.4%0.4% | 0.00 |
| iShares Tr464287556 | 減碼– | 13,96214,665 | −703−4.8% | $177.3 萬$189.4 萬 | −$8.93 萬 | 0.4%0.5% | −0.03 |
| First Tr Exchange-Traded FD33738D101 | 加碼– | 65,03064,201 | +829+1.3% | $175.6 萬$171.0 萬 | +$2.24 萬 | 0.4%0.4% | +0.01 |
| OMCOmnicom Group Inc. | 減碼歷史 | 18,28221,492 | −3,210−14.9% | $173.6 萬$202.8 萬 | −$30.5 萬 | 0.4%0.5% | −0.08 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | 減碼– | 45,58548,694 | −3,109−6.4% | $171.8 萬$182.0 萬 | −$11.7 萬 | 0.4%0.4% | −0.03 |
| CRMSalesforce, Inc. | 新進歷史 | 7,8970 | +7,897 | $166.8 萬$0 | +$166.8 萬 | 0.4%0.0% | +0.41 |
| CALMCal-Maine Foods Inc | 加碼歷史 | 36,98336,903 | +80+0.2% | $166.3 萬$224.7 萬 | +$3,597.79 | 0.4%0.6% | −0.15 |
| INSPInspire Medical Systems, Inc. | 新進歷史 | 5,1270 | +5,127 | $165.9 萬$0 | +$165.9 萬 | 0.4%0.0% | +0.40 |
| AINAlbany International Corp | 加碼歷史 | 16,93814,841 | +2,097+14.1% | $158.0 萬$132.6 萬 | +$19.6 萬 | 0.4%0.3% | +0.06 |
| DTDynatrace, Inc. | 減碼歷史 | 30,74535,828 | −5,083−14.2% | $157.3 萬$151.6 萬 | −$26.0 萬 | 0.4%0.4% | +0.01 |
| ARCCAres Capital Corp | 減碼歷史 | 82,88088,542 | −5,662−6.4% | $155.7 萬$161.8 萬 | −$10.6 萬 | 0.4%0.4% | −0.02 |
| DDOGDatadog, Inc. | 不變歷史 | 16,06716,067 | 00.0% | $144.0 萬$116.7 萬 | $0 | 0.4%0.3% | +0.06 |
| DELLDell Technologies Inc. | 新進歷史 | 26,2800 | +26,280 | $142.2 萬$0 | +$142.2 萬 | 0.3%0.0% | +0.35 |
| J P Morgan Exchange Traded F46641Q845 | 減碼– | 34,39737,643 | −3,246−8.6% | $140.9 萬$150.0 萬 | −$13.3 萬 | 0.3%0.4% | −0.03 |
| CDNSCadence Design Systems Inc | 減碼歷史 | 5,9516,369 | −418−6.6% | $139.2 萬$133.8 萬 | −$9.78 萬 | 0.3%0.3% | +0.01 |
| Davis Fundamental ETF Tr23908L207 | 加碼– | 42,78540,996 | +1,789+4.4% | $137.1 萬$116.6 萬 | +$5.73 萬 | 0.3%0.3% | +0.05 |
| FTNTFortinet, Inc. | 減碼歷史 | 18,13018,590 | −460−2.5% | $137.0 萬$123.5 萬 | −$3.48 萬 | 0.3%0.3% | +0.03 |
| BLBlackline, Inc. | 減碼歷史 | 24,59227,407 | −2,815−10.3% | $132.8 萬$184.0 萬 | −$15.2 萬 | 0.3%0.5% | −0.13 |
| SWAVShockwave Medical, Inc. | 減碼歷史 | 4,5144,713 | −199−4.2% | $128.8 萬$102.2 萬 | −$5.68 萬 | 0.3%0.3% | +0.06 |
| ONONOn Holding AG | 減碼歷史 | 37,60543,668 | −6,063−13.9% | $124.1 萬$135.5 萬 | −$20.0 萬 | 0.3%0.3% | −0.03 |
| VanEck ETF Trust92189F411 | 減碼– | 80,55485,650 | −5,096−5.9% | $123.7 萬$127.0 萬 | −$7.83 萬 | 0.3%0.3% | −0.01 |
| First Tr Exchange-Traded FD33733E708 | 加碼– | 28,40025,335 | +3,065+12.1% | $119.8 萬$107.1 萬 | +$12.9 萬 | 0.3%0.3% | +0.03 |
| CMCCommercial Metals Co | 減碼歷史 | 21,59223,768 | −2,176−9.2% | $113.5 萬$116.2 萬 | −$11.4 萬 | 0.3%0.3% | −0.01 |
| Pacer US Cash Cows 100 ETF69374H881 | 減碼– | 23,64924,907 | −1,258−5.1% | $113.2 萬$116.9 萬 | −$6.02 萬 | 0.3%0.3% | −0.01 |
| TSTenaris SA | 減碼歷史 | 37,65639,391 | −1,735−4.4% | $112.1 萬$112.0 萬 | −$5.17 萬 | 0.3%0.3% | 0.00 |
| NEXNextier Oilfield Solutions Inc. | 減碼歷史 | 121,740132,115 | −10,375−7.9% | $108.7 萬$105.0 萬 | −$9.26 萬 | 0.3%0.3% | +0.01 |
| MRSHMarsh & McLennan Companies, Inc. | 減碼歷史 | 5,5875,815 | −228−3.9% | $105.1 萬$96.8 萬 | −$4.29 萬 | 0.3%0.2% | +0.02 |
| DKSDick's Sporting Goods, Inc. | 新進歷史 | 7,8750 | +7,875 | $104.3 萬$0 | +$104.3 萬 | 0.3%0.0% | +0.25 |
| EXCExelon Corp | 減碼歷史 | 25,57926,001 | −422−1.6% | $104.2 萬$108.9 萬 | −$1.72 萬 | 0.3%0.3% | −0.01 |
| IHGIntercontinental Hotels Group PLC | 新進歷史 | 14,1850 | +14,185 | $99.5 萬$0 | +$99.5 萬 | 0.2%0.0% | +0.24 |
| JNJJohnson & Johnson | 加碼歷史 | 5,9815,974 | +7+0.1% | $99.0 萬$92.6 萬 | +$1,158.24 | 0.2%0.2% | +0.01 |
| OIO-I Glass, Inc. | 加碼歷史 | 45,24145,106 | +135+0.3% | $96.4 萬$102.4 萬 | +$2,875.83 | 0.2%0.3% | −0.02 |
| ALLEAllegion plc | 加碼歷史 | 7,9767,315 | +661+9.0% | $95.7 萬$78.1 萬 | +$7.93 萬 | 0.2%0.2% | +0.04 |
| AEPAmerican Electric Power Co Inc | 加碼歷史 | 11,26811,088 | +180+1.6% | $94.9 萬$100.9 萬 | +$1.52 萬 | 0.2%0.2% | −0.02 |
| OGSONE Gas, Inc. | 加碼歷史 | 12,13011,395 | +735+6.5% | $93.2 萬$90.3 萬 | +$5.65 萬 | 0.2%0.2% | 0.00 |
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。