Beck Bode, LLC
- SEC CIK
- 0001790548
- 最新申報
- 2026/8/13
2023 年第 3 季到 2023 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
- 35 檔
- 估計 +$1.24 億
- 加碼
- 31 檔
- 估計 +$3,077 萬
- 減碼
- 53 檔
- 估計 −$5,490 萬
- 清倉
- 37 檔
- 估計 −$9,180 萬
總值從 $3.92 億變成 $4.46 億（+$5,409 萬 (+13.8%)），持股從 121 檔變成 119 檔（−2）。
2023 年第 4 季全部持倉2023 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2023 年第 4 季，下面灰字是 2023 年第 3 季。兩季之間拆股的股票，2023 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） |
|---|---|---|---|---|---|---|---|
| NRGNRG Energy, Inc. | 減碼歷史 | 278,560288,963 | −10,403−3.6% | $1,440 萬$1,113 萬 | −$53.8 萬 | 3.2%2.8% | +0.39 |
| ANETArista Networks, Inc. | 減碼歷史 | 59,49662,135 | −2,639−4.2% | $1,401 萬$1,143 萬 | −$62.2 萬 | 3.1%2.9% | +0.23 |
| LULUlululemon athletica inc. | 加碼歷史 | 23,66423,338 | +326+1.4% | $1,210 萬$899.9 萬 | +$16.7 萬 | 2.7%2.3% | +0.42 |
| VRTXVertex Pharmaceuticals Inc | 加碼歷史 | 28,8756,941 | +21,934+316.0% | $1,175 萬$241.4 萬 | +$892.5 萬 | 2.6%0.6% | +2.02 |
| MARMarriott International Inc | 新進歷史 | 52,0710 | +52,071 | $1,174 萬$0 | +$1,174 萬 | 2.6%0.0% | +2.63 |
| NVDANVIDIA Corp | 加碼歷史 | 23,34921,648 | +1,701+7.9% | $1,156 萬$941.7 萬 | +$84.2 萬 | 2.6%2.4% | +0.19 |
| AESAES Corp | 加碼歷史 | 595,126544,658 | +50,468+9.3% | $1,146 萬$827.9 萬 | +$97.2 萬 | 2.6%2.1% | +0.46 |
| PODDInsulet Corp | 新進歷史 | 49,3880 | +49,388 | $1,072 萬$0 | +$1,072 萬 | 2.4%0.0% | +2.40 |
| AFLAflac Inc | 加碼歷史 | 128,562123,499 | +5,063+4.1% | $1,061 萬$947.9 萬 | +$41.8 萬 | 2.4%2.4% | −0.04 |
| ETREntergy Corp | 加碼歷史 | 101,59297,420 | +4,172+4.3% | $1,028 萬$901.1 萬 | +$42.2 萬 | 2.3%2.3% | +0.01 |
| NGGNational Grid PLC | 加碼歷史 | 150,359144,178 | +6,181+4.3% | $1,022 萬$874.1 萬 | +$42.0 萬 | 2.3%2.2% | +0.06 |
| NINisource Inc. | 加碼歷史 | 380,775363,315 | +17,460+4.8% | $1,011 萬$896.7 萬 | +$46.4 萬 | 2.3%2.3% | −0.02 |
| Atlantica Sustainable Infr PG0751N103 | 加碼– | 465,944408,986 | +56,958+13.9% | $1,002 萬$781.2 萬 | +$122.5 萬 | 2.2%2.0% | +0.25 |
| CPAYCorpay, Inc. | 新進歷史 | 35,1610 | +35,161 | $993.7 萬$0 | +$993.7 萬 | 2.2%0.0% | +2.23 |
| ORAOrmat Technologies, Inc. | 加碼歷史 | 130,431120,463 | +9,968+8.3% | $988.5 萬$842.3 萬 | +$75.5 萬 | 2.2%2.2% | +0.07 |
| NEENextera Energy Inc | 加碼歷史 | 161,557148,912 | +12,645+8.5% | $981.3 萬$853.1 萬 | +$76.8 萬 | 2.2%2.2% | +0.02 |
| SPOTSpotify Technology S.A. | 新進歷史 | 51,1310 | +51,131 | $960.8 萬$0 | +$960.8 萬 | 2.2%0.0% | +2.16 |
| COSTCostco Wholesale Corp | 加碼歷史 | 14,17813,507 | +671+5.0% | $935.8 萬$763.1 萬 | +$44.3 萬 | 2.1%1.9% | +0.15 |
| XELXcel Energy Inc | 新進歷史 | 148,4530 | +148,453 | $919.1 萬$0 | +$919.1 萬 | 2.1%0.0% | +2.06 |
| CRWDCrowdStrike Holdings, Inc. | 減碼歷史 | 35,77637,063 | −1,287−3.5% | $913.4 萬$620.4 萬 | −$32.9 萬 | 2.0%1.6% | +0.47 |
| AEEAmeren Corp | 加碼歷史 | 116,85210,482 | +106,370+1,014.8% | $845.3 萬$78.4 萬 | +$769.5 萬 | 1.9%0.2% | +1.70 |
| CSXCSX Corp | 新進歷史 | 236,6010 | +236,601 | $820.3 萬$0 | +$820.3 萬 | 1.8%0.0% | +1.84 |
| BLKBBlackbaud Inc | 減碼歷史 | 91,35294,193 | −2,841−3.0% | $792.0 萬$662.4 萬 | −$24.6 萬 | 1.8%1.7% | +0.09 |
| First Trust Rising Dividend Achievers ETF33738R506 | 減碼– | 152,103160,081 | −7,978−5.0% | $785.9 萬$735.6 萬 | −$41.2 萬 | 1.8%1.9% | −0.11 |
| GOOGAlphabet Inc. | 新進歷史 | 51,0460 | +51,046 | $719.4 萬$0 | +$719.4 萬 | 1.6%0.0% | +1.61 |
| SWAVShockwave Medical, Inc. | 新進歷史 | 30,4220 | +30,422 | $579.7 萬$0 | +$579.7 萬 | 1.3%0.0% | +1.30 |
| WDAYWorkday, Inc. | 減碼歷史 | 19,72920,153 | −424−2.1% | $544.7 萬$433.0 萬 | −$11.7 萬 | 1.2%1.1% | +0.12 |
| FOURShift4 Payments, Inc. | 新進歷史 | 68,5370 | +68,537 | $509.5 萬$0 | +$509.5 萬 | 1.1%0.0% | +1.14 |
| AAPLApple Inc. | 加碼歷史 | 26,24910,505 | +15,744+149.9% | $505.4 萬$179.8 萬 | +$303.1 萬 | 1.1%0.5% | +0.67 |
| CNCCentene Corp | 減碼歷史 | 65,65067,908 | −2,258−3.3% | $487.2 萬$467.8 萬 | −$16.8 萬 | 1.1%1.2% | −0.10 |
| First Tr Exchange-Traded Alp33735K108 | 減碼– | 41,68446,055 | −4,371−9.5% | $456.7 萬$445.6 萬 | −$47.9 萬 | 1.0%1.1% | −0.11 |
| Invesco Exchange Traded FD T46137V357 | 減碼– | 28,77929,515 | −736−2.5% | $454.1 萬$418.2 萬 | −$11.6 萬 | 1.0%1.1% | −0.05 |
| LEALear Corp | 新進歷史 | 31,6370 | +31,637 | $446.7 萬$0 | +$446.7 萬 | 1.0%0.0% | +1.00 |
| XPOXPO, Inc. | 新進歷史 | 50,1130 | +50,113 | $438.9 萬$0 | +$438.9 萬 | 1.0%0.0% | +0.98 |
| STNEStoneCo Ltd. | 新進歷史 | 243,2050 | +243,205 | $438.5 萬$0 | +$438.5 萬 | 1.0%0.0% | +0.98 |
| MELIMercadolibre Inc | 減碼歷史 | 2,7592,925 | −166−5.7% | $433.6 萬$370.9 萬 | −$26.1 萬 | 1.0%0.9% | +0.03 |
| First Tr Exchng Traded FD VI33740F805 | 減碼– | 88,955105,225 | −16,270−15.5% | $396.8 萬$442.5 萬 | −$72.6 萬 | 0.9%1.1% | −0.24 |
| iShares Core S&P US Value ETF464287663 | 減碼– | 45,95851,961 | −6,003−11.6% | $387.6 萬$387.7 萬 | −$50.6 萬 | 0.9%1.0% | −0.12 |
| GHGuardant Health, Inc. | 新進歷史 | 142,7450 | +142,745 | $386.1 萬$0 | +$386.1 萬 | 0.9%0.0% | +0.87 |
| First Tr Exchange-Traded FD33733E104 | 減碼– | 46,09252,004 | −5,912−11.4% | $368.9 萬$382.9 萬 | −$47.3 萬 | 0.8%1.0% | −0.15 |
| KHCKraft Heinz Co | 減碼歷史 | 99,496104,169 | −4,673−4.5% | $367.9 萬$350.4 萬 | −$17.3 萬 | 0.8%0.9% | −0.07 |
| KBHKB Home | 加碼歷史 | 57,11456,886 | +228+0.4% | $356.7 萬$263.3 萬 | +$1.42 萬 | 0.8%0.7% | +0.13 |
| Fidelity Covington Trust316092832 | 減碼– | 81,20487,358 | −6,154−7.0% | $356.6 萬$347.4 萬 | −$27.0 萬 | 0.8%0.9% | −0.09 |
| HALHalliburton Co | 新進歷史 | 96,5220 | +96,522 | $348.9 萬$0 | +$348.9 萬 | 0.8%0.0% | +0.78 |
| FLSFlowserve Corp | 新進歷史 | 82,5900 | +82,590 | $340.4 萬$0 | +$340.4 萬 | 0.8%0.0% | +0.76 |
| RELXRELX PLC | 新進歷史 | 83,9700 | +83,970 | $333.0 萬$0 | +$333.0 萬 | 0.7%0.0% | +0.75 |
| ELFe.l.f. Beauty, Inc. | 減碼歷史 | 22,36824,857 | −2,489−10.0% | $322.9 萬$273.0 萬 | −$35.9 萬 | 0.7%0.7% | +0.03 |
| First Tr Exchange-Traded FD337344105 | 減碼– | 25,48526,260 | −775−3.0% | $299.3 萬$273.1 萬 | −$9.10 萬 | 0.7%0.7% | −0.03 |
| MLMMartin Marietta Materials Inc | 加碼歷史 | 5,9932,895 | +3,098+107.0% | $299.0 萬$118.8 萬 | +$154.6 萬 | 0.7%0.3% | +0.37 |
| iShares Tr464288687 | 減碼– | 94,32298,457 | −4,135−4.2% | $294.2 萬$296.8 萬 | −$12.9 萬 | 0.7%0.8% | −0.10 |
| J P Morgan Exchange Traded F46641Q332 | 減碼– | 52,91155,802 | −2,891−5.2% | $290.9 萬$298.9 萬 | −$15.9 萬 | 0.7%0.8% | −0.11 |
| BIIBBiogen Inc. | 新進歷史 | 10,6770 | +10,677 | $276.3 萬$0 | +$276.3 萬 | 0.6%0.0% | +0.62 |
| Invesco Exch Traded FD Tr II46138E404 | 減碼– | 153,296158,307 | −5,011−3.2% | $275.3 萬$270.7 萬 | −$9.00 萬 | 0.6%0.7% | −0.07 |
| HQYHealthequity, Inc. | 減碼歷史 | 39,59841,462 | −1,864−4.5% | $262.5 萬$302.9 萬 | −$12.4 萬 | 0.6%0.8% | −0.18 |
| TJXTJX Companies Inc | 加碼歷史 | 27,02925,998 | +1,031+4.0% | $253.6 萬$231.1 萬 | +$9.67 萬 | 0.6%0.6% | −0.02 |
| LINLinde PLC | 加碼歷史 | 5,9895,960 | +29+0.5% | $246.0 萬$221.9 萬 | +$1.19 萬 | 0.6%0.6% | −0.01 |
| PEPPepsiCo Inc | 加碼歷史 | 14,0978,671 | +5,426+62.6% | $239.4 萬$146.9 萬 | +$92.2 萬 | 0.5%0.4% | +0.16 |
| Fidelity MSCI Utilities Index ETF316092865 | 減碼– | 58,47761,060 | −2,583−4.2% | $238.9 萬$231.5 萬 | −$10.6 萬 | 0.5%0.6% | −0.06 |
| DELLDell Technologies Inc. | 加碼歷史 | 30,42429,480 | +944+3.2% | $232.7 萬$203.1 萬 | +$7.22 萬 | 0.5%0.5% | 0.00 |
| DKNGDraftKings Inc. | 加碼歷史 | 62,80154,790 | +8,011+14.6% | $221.4 萬$161.3 萬 | +$28.2 萬 | 0.5%0.4% | +0.08 |
| SJTSan Juan Basin Royalty Trust | 加碼歷史 | 424,118293,467 | +130,651+44.5% | $215.0 萬$202.8 萬 | +$66.2 萬 | 0.5%0.5% | −0.04 |
| EAElectronic Arts Inc. | 新進歷史 | 15,6740 | +15,674 | $214.4 萬$0 | +$214.4 萬 | 0.5%0.0% | +0.48 |
| iShares Russell Midcap ETF464287499 | 減碼– | 26,51829,056 | −2,538−8.7% | $206.1 萬$201.2 萬 | −$19.7 萬 | 0.5%0.5% | −0.05 |
| RPRXRoyalty Pharma plc | 加碼歷史 | 73,04272,578 | +464+0.6% | $205.2 萬$197.0 萬 | +$1.30 萬 | 0.5%0.5% | −0.04 |
| HUBSHubSpot Inc | 減碼歷史 | 3,4183,505 | −87−2.5% | $198.4 萬$172.6 萬 | −$5.05 萬 | 0.4%0.4% | 0.00 |
| CRMSalesforce, Inc. | 減碼歷史 | 7,4057,714 | −309−4.0% | $194.9 萬$156.4 萬 | −$8.13 萬 | 0.4%0.4% | +0.04 |
| CELHCelsius Holdings, Inc. | 減碼依 3 比 1 拆股換算歷史 | 34,54836,261 | −1,713−4.7% | $188.4 萬$207.4 萬 | −$9.34 萬 | 0.4%0.5% | −0.11 |
| SKTTanger Inc. | 新進歷史 | 67,5400 | +67,540 | $187.2 萬$0 | +$187.2 萬 | 0.4%0.0% | +0.42 |
| CCJCameco Corp | 新進歷史 | 41,9920 | +41,992 | $181.0 萬$0 | +$181.0 萬 | 0.4%0.0% | +0.41 |
| iShares Tr464287556 | 減碼– | 13,18013,410 | −230−1.7% | $179.1 萬$164.0 萬 | −$3.12 萬 | 0.4%0.4% | −0.02 |
| TAPMolson Coors Beverage Co | 新進歷史 | 29,1650 | +29,165 | $178.5 萬$0 | +$178.5 萬 | 0.4%0.0% | +0.40 |
| DTDynatrace, Inc. | 減碼歷史 | 32,31433,272 | −958−2.9% | $176.7 萬$155.5 萬 | −$5.24 萬 | 0.4%0.4% | 0.00 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 3,6753,842 | −167−4.3% | $174.7 萬$164.2 萬 | −$7.94 萬 | 0.4%0.4% | −0.03 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | 減碼– | 43,03044,937 | −1,907−4.2% | $172.4 萬$153.1 萬 | −$7.64 萬 | 0.4%0.4% | 0.00 |
| BLBlackline, Inc. | 減碼歷史 | 24,78725,252 | −465−1.8% | $154.8 萬$140.1 萬 | −$2.90 萬 | 0.3%0.4% | −0.01 |
| GPNGlobal Payments Inc | 新進歷史 | 11,9880 | +11,988 | $152.2 萬$0 | +$152.2 萬 | 0.3%0.0% | +0.34 |
| APDAir Products & Chemicals, Inc. | 新進歷史 | 5,4920 | +5,492 | $150.4 萬$0 | +$150.4 萬 | 0.3%0.0% | +0.34 |
| First Tr Exchange-Traded FD33738D101 | 減碼– | 53,07062,611 | −9,541−15.2% | $146.9 萬$165.4 萬 | −$26.4 萬 | 0.3%0.4% | −0.09 |
| J P Morgan Exchange Traded F46641Q845 | 減碼– | 33,27033,881 | −611−1.8% | $146.6 萬$133.1 萬 | −$2.69 萬 | 0.3%0.3% | −0.01 |
| Davis Fundamental ETF Tr23908L207 | 減碼– | 40,88741,867 | −980−2.3% | $144.2 萬$132.2 萬 | −$3.46 萬 | 0.3%0.3% | −0.01 |
| AEMAgnico Eagle Mines Ltd | 新進歷史 | 24,0250 | +24,025 | $131.8 萬$0 | +$131.8 萬 | 0.3%0.0% | +0.30 |
| AGIAlamos Gold Inc | 新進歷史 | 97,2560 | +97,256 | $131.0 萬$0 | +$131.0 萬 | 0.3%0.0% | +0.29 |
| TSTenaris SA | 加碼歷史 | 35,11234,330 | +782+2.3% | $122.0 萬$108.5 萬 | +$2.72 萬 | 0.3%0.3% | 0.00 |
| DDOGDatadog, Inc. | 減碼歷史 | 9,97016,067 | −6,097−37.9% | $121.0 萬$135.4 萬 | −$74.0 萬 | 0.3%0.3% | −0.07 |
| IHGIntercontinental Hotels Group PLC | 減碼歷史 | 13,03613,095 | −59−0.5% | $118.9 萬$97.9 萬 | −$5,379.46 | 0.3%0.2% | +0.02 |
| CDNSCadence Design Systems Inc | 減碼歷史 | 4,3114,885 | −574−11.8% | $117.4 萬$114.5 萬 | −$15.6 萬 | 0.3%0.3% | −0.03 |
| First Tr Exchange-Traded FD33733E708 | 減碼– | 25,13228,994 | −3,862−13.3% | $116.7 萬$121.7 萬 | −$17.9 萬 | 0.3%0.3% | −0.05 |
| DKSDick's Sporting Goods, Inc. | 減碼歷史 | 7,9168,077 | −161−2.0% | $116.3 萬$87.7 萬 | −$2.37 萬 | 0.3%0.2% | +0.04 |
| VanEck ETF Trust92189F411 | 減碼– | 70,58576,480 | −5,895−7.7% | $113.2 萬$122.6 萬 | −$9.46 萬 | 0.3%0.3% | −0.06 |
| Pacer US Cash Cows 100 ETF69374H881 | 減碼– | 20,92322,789 | −1,866−8.2% | $108.8 萬$112.6 萬 | −$9.70 萬 | 0.2%0.3% | −0.04 |
| ONONOn Holding AG | 減碼歷史 | 34,50736,233 | −1,726−4.8% | $93.1 萬$100.8 萬 | −$4.66 萬 | 0.2%0.3% | −0.05 |
| RACEFerrari N.V. | 加碼歷史 | 2,7452,651 | +94+3.5% | $92.9 萬$78.3 萬 | +$3.18 萬 | 0.2%0.2% | +0.01 |
| MRSHMarsh & McLennan Companies, Inc. | 減碼歷史 | 4,7025,833 | −1,131−19.4% | $89.1 萬$111.0 萬 | −$21.4 萬 | 0.2%0.3% | −0.08 |
| First Tr Exchange-Traded FD33733B100 | 減碼– | 9,0899,376 | −287−3.1% | $86.2 萬$77.6 萬 | −$2.72 萬 | 0.2%0.2% | 0.00 |
| FTNTFortinet, Inc. | 減碼歷史 | 14,71214,770 | −58−0.4% | $86.1 萬$86.7 萬 | −$3,394.81 | 0.2%0.2% | −0.03 |
| OGSONE Gas, Inc. | 新進歷史 | 13,5030 | +13,503 | $86.0 萬$0 | +$86.0 萬 | 0.2%0.0% | +0.19 |
| CMSCMS Energy Corp | 加碼歷史 | 14,41212,381 | +2,031+16.4% | $83.7 萬$65.8 萬 | +$11.8 萬 | 0.2%0.2% | +0.02 |
| UGIUgi Corp | 加碼歷史 | 34,00729,383 | +4,624+15.7% | $83.7 萬$67.6 萬 | +$11.4 萬 | 0.2%0.2% | +0.02 |
| ALLEAllegion plc | 減碼歷史 | 6,2086,246 | −38−0.6% | $78.6 萬$65.1 萬 | −$4,814.26 | 0.2%0.2% | +0.01 |
| EXCExelon Corp | 減碼歷史 | 21,33421,349 | −15−0.1% | $76.6 萬$80.7 萬 | −$538.5 | 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。