Beck Bode, LLC
- SEC CIK
- 0001790548
- 最新申報
- 2026/8/13
2023 年第 2 季到 2023 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
- 28 檔
- 估計 +$5,900 萬
- 加碼
- 38 檔
- 估計 +$818.2 萬
- 減碼
- 52 檔
- 估計 −$669.6 萬
- 清倉
- 37 檔
- 估計 −$6,846 萬
總值從 $4.11 億變成 $3.92 億（−$1,937 萬 (−4.7%)），持股從 130 檔變成 121 檔（−9）。
2023 年第 3 季全部持倉2023 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2023 年第 3 季，下面灰字是 2023 年第 2 季。兩季之間拆股的股票，2023 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） |
|---|---|---|---|---|---|---|---|
| HUMHumana Inc | 加碼歷史 | 26,14425,261 | +883+3.5% | $1,272 萬$1,128 萬 | +$43.0 萬 | 3.2%2.7% | +0.50 |
| URIUnited Rentals, Inc. | 減碼歷史 | 26,84827,641 | −793−2.9% | $1,194 萬$1,227 萬 | −$35.3 萬 | 3.0%3.0% | +0.06 |
| ANETArista Networks, Inc. | 加碼歷史 | 62,13561,759 | +376+0.6% | $1,143 萬$998.4 萬 | +$6.92 萬 | 2.9%2.4% | +0.49 |
| NRGNRG Energy, Inc. | 減碼歷史 | 288,963298,009 | −9,046−3.0% | $1,113 萬$1,112 萬 | −$34.8 萬 | 2.8%2.7% | +0.14 |
| AFLAflac Inc | 加碼歷史 | 123,499117,912 | +5,587+4.7% | $947.9 萬$821.6 萬 | +$42.9 萬 | 2.4%2.0% | +0.42 |
| NVDANVIDIA Corp | 加碼歷史 | 21,64821,460 | +188+0.9% | $941.7 萬$901.9 萬 | +$8.18 萬 | 2.4%2.2% | +0.21 |
| ETREntergy Corp | 加碼歷史 | 97,42095,352 | +2,068+2.2% | $901.1 萬$927.5 萬 | +$19.1 萬 | 2.3%2.3% | +0.04 |
| LULUlululemon athletica inc. | 加碼歷史 | 23,33821,176 | +2,162+10.2% | $899.9 萬$798.2 萬 | +$83.4 萬 | 2.3%1.9% | +0.36 |
| NINisource Inc. | 加碼歷史 | 363,315353,692 | +9,623+2.7% | $896.7 萬$966.8 萬 | +$23.7 萬 | 2.3%2.4% | −0.06 |
| NGGNational Grid PLC | 新進歷史 | 144,1780 | +144,178 | $874.1 萬$0 | +$874.1 萬 | 2.2%0.0% | +2.23 |
| DUKDuke Energy CORP | 加碼歷史 | 99,00598,007 | +998+1.0% | $873.8 萬$878.8 萬 | +$8.81 萬 | 2.2%2.1% | +0.09 |
| NEENextera Energy Inc | 加碼歷史 | 148,912148,272 | +640+0.4% | $853.1 萬$1,099 萬 | +$3.67 萬 | 2.2%2.7% | −0.50 |
| ORAOrmat Technologies, Inc. | 加碼歷史 | 120,463115,028 | +5,435+4.7% | $842.3 萬$925.0 萬 | +$38.0 萬 | 2.2%2.3% | −0.10 |
| AESAES Corp | 加碼歷史 | 544,658528,690 | +15,968+3.0% | $827.9 萬$1,095 萬 | +$24.3 萬 | 2.1%2.7% | −0.55 |
| WTRGEssential Utilities, Inc. | 新進歷史 | 233,8470 | +233,847 | $802.8 萬$0 | +$802.8 萬 | 2.0%0.0% | +2.05 |
| UNMUnum Group | 加碼歷史 | 160,541154,912 | +5,629+3.6% | $789.7 萬$738.6 萬 | +$27.7 萬 | 2.0%1.8% | +0.22 |
| Atlantica Sustainable Infr PG0751N103 | 加碼– | 408,986389,521 | +19,465+5.0% | $781.2 萬$912.6 萬 | +$37.2 萬 | 2.0%2.2% | −0.23 |
| COSTCostco Wholesale Corp | 加碼歷史 | 13,50713,011 | +496+3.8% | $763.1 萬$699.0 萬 | +$28.0 萬 | 1.9%1.7% | +0.25 |
| First Trust Rising Dividend Achievers ETF33738R506 | 減碼– | 160,081164,897 | −4,816−2.9% | $735.6 萬$776.7 萬 | −$22.1 萬 | 1.9%1.9% | −0.01 |
| AVTAvnet Inc | 減碼歷史 | 139,224141,564 | −2,340−1.7% | $670.9 萬$713.4 萬 | −$11.3 萬 | 1.7%1.7% | −0.02 |
| BLKBBlackbaud Inc | 加碼歷史 | 94,19390,679 | +3,514+3.9% | $662.4 萬$643.8 萬 | +$24.7 萬 | 1.7%1.6% | +0.12 |
| ABNBAirbnb, Inc. | 加碼歷史 | 48,06346,663 | +1,400+3.0% | $659.5 萬$595.2 萬 | +$19.2 萬 | 1.7%1.4% | +0.24 |
| EMBJEmbraer S.A. | 加碼歷史 | 456,511427,785 | +28,726+6.7% | $626.3 萬$659.7 萬 | +$39.4 萬 | 1.6%1.6% | −0.01 |
| CRWDCrowdStrike Holdings, Inc. | 加碼歷史 | 37,06334,869 | +2,194+6.3% | $620.4 萬$510.0 萬 | +$36.7 萬 | 1.6%1.2% | +0.34 |
| TMUST-Mobile US, Inc. | 新進歷史 | 44,1360 | +44,136 | $618.1 萬$0 | +$618.1 萬 | 1.6%0.0% | +1.58 |
| SHWSherwin Williams Co | 新進歷史 | 18,8100 | +18,810 | $479.8 萬$0 | +$479.8 萬 | 1.2%0.0% | +1.22 |
| RNGRingCentral, Inc. | 加碼歷史 | 161,115153,182 | +7,933+5.2% | $477.4 萬$501.5 萬 | +$23.5 萬 | 1.2%1.2% | 0.00 |
| NVSNovartis AG | 加碼歷史 | 46,73642,311 | +4,425+10.5% | $476.0 萬$425.2 萬 | +$45.1 萬 | 1.2%1.0% | +0.18 |
| CNCCentene Corp | 加碼歷史 | 67,90867,435 | +473+0.7% | $467.8 萬$454.3 萬 | +$3.26 萬 | 1.2%1.1% | +0.09 |
| First Tr Exchange-Traded Alp33735K108 | 減碼– | 46,05548,483 | −2,428−5.0% | $445.6 萬$491.1 萬 | −$23.5 萬 | 1.1%1.2% | −0.06 |
| First Tr Exchng Traded FD VI33740F805 | 減碼– | 105,225110,264 | −5,039−4.6% | $442.5 萬$487.0 萬 | −$21.2 萬 | 1.1%1.2% | −0.06 |
| WDAYWorkday, Inc. | 加碼歷史 | 20,15320,112 | +41+0.2% | $433.0 萬$454.4 萬 | +$8,808.83 | 1.1%1.1% | 0.00 |
| Invesco Exchange Traded FD T46137V357 | 減碼– | 29,51530,237 | −722−2.4% | $418.2 萬$452.5 萬 | −$10.2 萬 | 1.1%1.1% | −0.03 |
| HSYHershey Co | 加碼歷史 | 20,25717,308 | +2,949+17.0% | $405.3 萬$432.1 萬 | +$59.0 萬 | 1.0%1.1% | −0.02 |
| iShares Core S&P US Value ETF464287663 | 減碼– | 51,96155,189 | −3,228−5.8% | $387.7 萬$431.9 萬 | −$24.1 萬 | 1.0%1.1% | −0.06 |
| First Tr Exchange-Traded FD33733E104 | 減碼– | 52,00453,315 | −1,311−2.5% | $382.9 萬$400.3 萬 | −$9.65 萬 | 1.0%1.0% | 0.00 |
| AVGOBroadcom Inc. | 減碼歷史 | 4,5244,635 | −111−2.4% | $375.7 萬$400.7 萬 | −$9.22 萬 | 1.0%1.0% | −0.02 |
| MELIMercadolibre Inc | 減碼歷史 | 2,9252,942 | −17−0.6% | $370.9 萬$348.3 萬 | −$2.16 萬 | 0.9%0.8% | +0.10 |
| CATCaterpillar Inc | 加碼歷史 | 13,47412,862 | +612+4.8% | $367.8 萬$316.3 萬 | +$16.7 萬 | 0.9%0.8% | +0.17 |
| EXASExact Sciences Corp | 減碼歷史 | 52,60354,196 | −1,593−2.9% | $358.9 萬$505.3 萬 | −$10.9 萬 | 0.9%1.2% | −0.31 |
| KHCKraft Heinz Co | 新進歷史 | 104,1690 | +104,169 | $350.4 萬$0 | +$350.4 萬 | 0.9%0.0% | +0.89 |
| Fidelity Covington Trust316092832 | 減碼– | 87,35891,842 | −4,484−4.9% | $347.4 萬$383.3 萬 | −$17.8 萬 | 0.9%0.9% | −0.05 |
| WEXWEX Inc. | 減碼歷史 | 18,09218,691 | −599−3.2% | $340.3 萬$340.1 萬 | −$11.3 萬 | 0.9%0.8% | +0.04 |
| HQYHealthequity, Inc. | 減碼歷史 | 41,46242,237 | −775−1.8% | $302.9 萬$266.0 萬 | −$5.66 萬 | 0.8%0.6% | +0.13 |
| J P Morgan Exchange Traded F46641Q332 | 減碼– | 55,80257,936 | −2,134−3.7% | $298.9 萬$320.6 萬 | −$11.4 萬 | 0.8%0.8% | −0.02 |
| iShares Tr464288687 | 減碼– | 98,457101,429 | −2,972−2.9% | $296.8 萬$313.7 萬 | −$8.96 萬 | 0.8%0.8% | −0.01 |
| First Tr Exchange-Traded FD337344105 | 減碼– | 26,26026,851 | −591−2.2% | $273.1 萬$287.0 萬 | −$6.15 萬 | 0.7%0.7% | 0.00 |
| ELFe.l.f. Beauty, Inc. | 減碼歷史 | 24,85725,883 | −1,026−4.0% | $273.0 萬$295.7 萬 | −$11.3 萬 | 0.7%0.7% | −0.02 |
| Invesco Exch Traded FD Tr II46138E404 | 減碼– | 158,307162,524 | −4,217−2.6% | $270.7 萬$293.8 萬 | −$7.21 萬 | 0.7%0.7% | −0.02 |
| KBHKB Home | 新進歷史 | 56,8860 | +56,886 | $263.3 萬$0 | +$263.3 萬 | 0.7%0.0% | +0.67 |
| RLRalph Lauren Corp | 加碼歷史 | 21,16820,545 | +623+3.0% | $245.7 萬$253.3 萬 | +$7.23 萬 | 0.6%0.6% | +0.01 |
| VRTXVertex Pharmaceuticals Inc | 減碼歷史 | 6,9417,053 | −112−1.6% | $241.4 萬$248.2 萬 | −$3.89 萬 | 0.6%0.6% | +0.01 |
| Fidelity MSCI Utilities Index ETF316092865 | 減碼– | 61,06063,481 | −2,421−3.8% | $231.5 萬$268.4 萬 | −$9.18 萬 | 0.6%0.7% | −0.06 |
| TJXTJX Companies Inc | 減碼歷史 | 25,99828,622 | −2,624−9.2% | $231.1 萬$242.3 萬 | −$23.3 萬 | 0.6%0.6% | 0.00 |
| TRIThomson Reuters Corp | 新進歷史 | 18,3220 | +18,322 | $224.1 萬$0 | +$224.1 萬 | 0.6%0.0% | +0.57 |
| LINLinde PLC | 加碼歷史 | 5,9605,915 | +45+0.8% | $221.9 萬$225.1 萬 | +$1.68 萬 | 0.6%0.5% | +0.02 |
| PLTKPlaytika Holding Corp. | 新進歷史 | 228,0980 | +228,098 | $219.7 萬$0 | +$219.7 萬 | 0.6%0.0% | +0.56 |
| BLKBlackRock, Inc. | 新進歷史 | 3,3890 | +3,389 | $219.1 萬$0 | +$219.1 萬 | 0.6%0.0% | +0.56 |
| PPGPPG Industries Inc | 新進歷史 | 16,8480 | +16,848 | $218.7 萬$0 | +$218.7 萬 | 0.6%0.0% | +0.56 |
| CELHCelsius Holdings, Inc. | 減碼歷史 | 12,08712,543 | −456−3.6% | $207.4 萬$187.1 萬 | −$7.82 萬 | 0.5%0.5% | +0.07 |
| DELLDell Technologies Inc. | 加碼歷史 | 29,48026,280 | +3,200+12.2% | $203.1 萬$142.2 萬 | +$22.0 萬 | 0.5%0.3% | +0.17 |
| SJTSan Juan Basin Royalty Trust | 加碼歷史 | 293,467276,007 | +17,460+6.3% | $202.8 萬$204.2 萬 | +$12.1 萬 | 0.5%0.5% | +0.02 |
| iShares Russell Midcap ETF464287499 | 減碼– | 29,05631,476 | −2,420−7.7% | $201.2 萬$229.9 萬 | −$16.8 萬 | 0.5%0.6% | −0.05 |
| RPRXRoyalty Pharma plc | 加碼歷史 | 72,57871,424 | +1,154+1.6% | $197.0 萬$219.5 萬 | +$3.13 萬 | 0.5%0.5% | −0.03 |
| AAPLApple Inc. | 減碼歷史 | 10,50516,960 | −6,455−38.1% | $179.8 萬$329.0 萬 | −$110.5 萬 | 0.5%0.8% | −0.34 |
| HUBSHubSpot Inc | 減碼歷史 | 3,5053,581 | −76−2.1% | $172.6 萬$190.4 萬 | −$3.74 萬 | 0.4%0.5% | −0.02 |
| First Tr Exchange-Traded FD33738D101 | 減碼– | 62,61165,030 | −2,419−3.7% | $165.4 萬$175.6 萬 | −$6.39 萬 | 0.4%0.4% | 0.00 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 3,8424,077 | −235−5.8% | $164.2 萬$180.7 萬 | −$10.0 萬 | 0.4%0.4% | −0.02 |
| iShares Tr464287556 | 減碼– | 13,41013,962 | −552−4.0% | $164.0 萬$177.3 萬 | −$6.75 萬 | 0.4%0.4% | −0.01 |
| DKNGDraftKings Inc. | 新進歷史 | 54,7900 | +54,790 | $161.3 萬$0 | +$161.3 萬 | 0.4%0.0% | +0.41 |
| CRMSalesforce, Inc. | 減碼歷史 | 7,7147,897 | −183−2.3% | $156.4 萬$166.8 萬 | −$3.71 萬 | 0.4%0.4% | −0.01 |
| DTDynatrace, Inc. | 加碼歷史 | 33,27230,745 | +2,527+8.2% | $155.5 萬$157.3 萬 | +$11.8 萬 | 0.4%0.4% | +0.01 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | 減碼– | 44,93745,585 | −648−1.4% | $153.1 萬$171.8 萬 | −$2.21 萬 | 0.4%0.4% | −0.03 |
| PEPPepsiCo Inc | 新進歷史 | 8,6710 | +8,671 | $146.9 萬$0 | +$146.9 萬 | 0.4%0.0% | +0.38 |
| BLBlackline, Inc. | 加碼歷史 | 25,25224,592 | +660+2.7% | $140.1 萬$132.8 萬 | +$3.66 萬 | 0.4%0.3% | +0.03 |
| BSXBoston Scientific Corp | 新進歷史 | 26,4670 | +26,467 | $139.7 萬$0 | +$139.7 萬 | 0.4%0.0% | +0.36 |
| DDOGDatadog, Inc. | 不變歷史 | 16,06716,067 | 00.0% | $135.4 萬$144.0 萬 | $0 | 0.3%0.4% | 0.00 |
| J P Morgan Exchange Traded F46641Q845 | 減碼– | 33,88134,397 | −516−1.5% | $133.1 萬$140.9 萬 | −$2.03 萬 | 0.3%0.3% | 0.00 |
| Davis Fundamental ETF Tr23908L207 | 減碼– | 41,86742,785 | −918−2.1% | $132.2 萬$137.1 萬 | −$2.90 萬 | 0.3%0.3% | 0.00 |
| OCOwens Corning | 新進歷史 | 9,6330 | +9,633 | $131.4 萬$0 | +$131.4 萬 | 0.3%0.0% | +0.34 |
| VanEck ETF Trust92189F411 | 減碼– | 76,48080,554 | −4,074−5.1% | $122.6 萬$123.7 萬 | −$6.53 萬 | 0.3%0.3% | +0.01 |
| First Tr Exchange-Traded FD33733E708 | 加碼– | 28,99428,400 | +594+2.1% | $121.7 萬$119.8 萬 | +$2.49 萬 | 0.3%0.3% | +0.02 |
| MLMMartin Marietta Materials Inc | 新進歷史 | 2,8950 | +2,895 | $118.8 萬$0 | +$118.8 萬 | 0.3%0.0% | +0.30 |
| WWayfair Inc. | 新進歷史 | 19,5570 | +19,557 | $118.5 萬$0 | +$118.5 萬 | 0.3%0.0% | +0.30 |
| CDNSCadence Design Systems Inc | 減碼歷史 | 4,8855,951 | −1,066−17.9% | $114.5 萬$139.2 萬 | −$25.0 萬 | 0.3%0.3% | −0.05 |
| Pacer US Cash Cows 100 ETF69374H881 | 減碼– | 22,78923,649 | −860−3.6% | $112.6 萬$113.2 萬 | −$4.25 萬 | 0.3%0.3% | +0.01 |
| MRSHMarsh & McLennan Companies, Inc. | 加碼歷史 | 5,8335,587 | +246+4.4% | $111.0 萬$105.1 萬 | +$4.68 萬 | 0.3%0.3% | +0.03 |
| TSTenaris SA | 減碼歷史 | 34,33037,656 | −3,326−8.8% | $108.5 萬$112.1 萬 | −$10.5 萬 | 0.3%0.3% | 0.00 |
| ONONOn Holding AG | 減碼歷史 | 36,23337,605 | −1,372−3.6% | $100.8 萬$124.1 萬 | −$3.82 萬 | 0.3%0.3% | −0.04 |
| IHGIntercontinental Hotels Group PLC | 減碼歷史 | 13,09514,185 | −1,090−7.7% | $97.9 萬$99.5 萬 | −$8.15 萬 | 0.2%0.2% | +0.01 |
| STMSTMicroelectronics N.V. | 加碼歷史 | 21,5157,598 | +13,917+183.2% | $92.9 萬$38.0 萬 | +$60.1 萬 | 0.2%0.1% | +0.14 |
| SPLKSplunk Inc | 加碼歷史 | 6,2256,076 | +149+2.5% | $91.0 萬$64.5 萬 | +$2.18 萬 | 0.2%0.2% | +0.08 |
| DKSDick's Sporting Goods, Inc. | 加碼歷史 | 8,0777,875 | +202+2.6% | $87.7 萬$104.3 萬 | +$2.19 萬 | 0.2%0.3% | −0.03 |
| FTNTFortinet, Inc. | 減碼歷史 | 14,77018,130 | −3,360−18.5% | $86.7 萬$137.0 萬 | −$19.7 萬 | 0.2%0.3% | −0.11 |
| APOApollo Global Management, Inc. | 新進歷史 | 9,4130 | +9,413 | $84.5 萬$0 | +$84.5 萬 | 0.2%0.0% | +0.22 |
| EXCExelon Corp | 減碼歷史 | 21,34925,579 | −4,230−16.5% | $80.7 萬$104.2 萬 | −$16.0 萬 | 0.2%0.3% | −0.05 |
| AEEAmeren Corp | 新進歷史 | 10,4820 | +10,482 | $78.4 萬$0 | +$78.4 萬 | 0.2%0.0% | +0.20 |
| RACEFerrari N.V. | 新進歷史 | 2,6510 | +2,651 | $78.3 萬$0 | +$78.3 萬 | 0.2%0.0% | +0.20 |
| DEDeere & Co | 加碼歷史 | 2,0591,492 | +567+38.0% | $77.7 萬$60.5 萬 | +$21.4 萬 | 0.2%0.1% | +0.05 |
| First Tr Exchange-Traded FD33733B100 | 減碼– | 9,3769,953 | −577−5.8% | $77.6 萬$88.2 萬 | −$4.77 萬 | 0.2%0.2% | −0.02 |
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。