Beck Bode, LLC
- SEC CIK
- 0001790548
- 最新申報
- 2026/8/13
2024 年第 1 季到 2024 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
- 25 檔
- 估計 +$1.39 億
- 加碼
- 23 檔
- 估計 +$5,785 萬
- 減碼
- 53 檔
- 估計 −$4,849 萬
- 清倉
- 29 檔
- 估計 −$1.58 億
總值從 $4.90 億變成 $4.98 億（+$796.1 萬 (+1.6%)），持股從 108 檔變成 104 檔（−4）。
2024 年第 2 季全部持倉2024 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2024 年第 2 季，下面灰字是 2024 年第 1 季。兩季之間拆股的股票，2024 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） |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | 減碼依 10 比 1 拆股換算歷史 | 182,866229,000 | −46,134−20.1% | $2,259 萬$2,069 萬 | −$569.9 萬 | 4.5%4.2% | +0.31 |
| PODDInsulet Corp | 加碼歷史 | 93,18769,761 | +23,426+33.6% | $1,881 萬$1,196 萬 | +$472.7 萬 | 3.8%2.4% | +1.34 |
| MSFTMicrosoft Corp | 加碼歷史 | 39,95129,104 | +10,847+37.3% | $1,786 萬$1,224 萬 | +$484.8 萬 | 3.6%2.5% | +1.09 |
| PDDPDD Holdings Inc. | 新進歷史 | 121,1940 | +121,194 | $1,611 萬$0 | +$1,611 萬 | 3.2%0.0% | +3.24 |
| ANETArista Networks, Inc. | 減碼歷史 | 43,16058,823 | −15,663−26.6% | $1,513 萬$1,706 萬 | −$549.0 萬 | 3.0%3.5% | −0.44 |
| LLYEli Lilly & Co | 新進歷史 | 16,6070 | +16,607 | $1,504 萬$0 | +$1,504 萬 | 3.0%0.0% | +3.02 |
| COSTCostco Wholesale Corp | 加碼歷史 | 15,95715,697 | +260+1.7% | $1,356 萬$1,150 萬 | +$22.1 萬 | 2.7%2.3% | +0.38 |
| AWKAmerican Water Works Company, Inc. | 新進歷史 | 103,6450 | +103,645 | $1,339 萬$0 | +$1,339 萬 | 2.7%0.0% | +2.69 |
| DTEDte Energy Co | 新進歷史 | 120,3040 | +120,304 | $1,335 萬$0 | +$1,335 萬 | 2.7%0.0% | +2.68 |
| CRWDCrowdStrike Holdings, Inc. | 減碼歷史 | 34,68337,465 | −2,782−7.4% | $1,329 萬$1,201 萬 | −$106.6 萬 | 2.7%2.5% | +0.22 |
| ATOAtmos Energy Corp | 新進歷史 | 111,4150 | +111,415 | $1,300 萬$0 | +$1,300 萬 | 2.6%0.0% | +2.61 |
| CMSCMS Energy Corp | 加碼歷史 | 216,32419,823 | +196,501+991.3% | $1,288 萬$119.6 萬 | +$1,170 萬 | 2.6%0.2% | +2.34 |
| AFLAflac Inc | 加碼歷史 | 143,350141,493 | +1,857+1.3% | $1,280 萬$1,215 萬 | +$16.6 萬 | 2.6%2.5% | +0.09 |
| JPMJPMorgan Chase & Co | 新進歷史 | 62,5330 | +62,533 | $1,265 萬$0 | +$1,265 萬 | 2.5%0.0% | +2.54 |
| NINisource Inc. | 加碼歷史 | 438,513414,048 | +24,465+5.9% | $1,263 萬$1,145 萬 | +$70.5 萬 | 2.5%2.3% | +0.20 |
| AEEAmeren Corp | 加碼歷史 | 174,255162,686 | +11,569+7.1% | $1,239 萬$1,203 萬 | +$82.3 萬 | 2.5%2.5% | +0.03 |
| GOOGAlphabet Inc. | 加碼歷史 | 67,52363,067 | +4,456+7.1% | $1,239 萬$960.3 萬 | +$81.7 萬 | 2.5%2.0% | +0.53 |
| ETNEaton Corp plc | 加碼歷史 | 38,88832,272 | +6,616+20.5% | $1,219 萬$1,009 萬 | +$207.4 萬 | 2.5%2.1% | +0.39 |
| NEENextera Energy Inc | 減碼歷史 | 171,488182,690 | −11,202−6.1% | $1,214 萬$1,168 萬 | −$79.3 萬 | 2.4%2.4% | +0.06 |
| LULUlululemon athletica inc. | 加碼歷史 | 39,14426,137 | +13,007+49.8% | $1,169 萬$1,021 萬 | +$388.5 萬 | 2.4%2.1% | +0.26 |
| WECWec Energy Group, Inc. | 新進歷史 | 148,2710 | +148,271 | $1,163 萬$0 | +$1,163 萬 | 2.3%0.0% | +2.34 |
| NFLXNetflix Inc | 新進歷史 | 17,1080 | +17,108 | $1,155 萬$0 | +$1,155 萬 | 2.3%0.0% | +2.32 |
| AXIAYAXIA Energia S.A. | 加碼歷史 | 1,766,440114,365 | +1,652,075+1,444.6% | $1,136 萬$95.5 萬 | +$1,062 萬 | 2.3%0.2% | +2.09 |
| NGGNational Grid PLC | 加碼歷史 | 187,842161,405 | +26,437+16.4% | $1,067 萬$1,101 萬 | +$150.2 萬 | 2.1%2.2% | −0.10 |
| OSCROscar Health, Inc. | 減碼歷史 | 564,297662,837 | −98,540−14.9% | $892.7 萬$985.6 萬 | −$155.9 萬 | 1.8%2.0% | −0.22 |
| GHGuardant Health, Inc. | 加碼歷史 | 269,390203,596 | +65,794+32.3% | $778.0 萬$420.0 萬 | +$190.0 萬 | 1.6%0.9% | +0.71 |
| ABBVAbbVie Inc. | 新進歷史 | 43,1750 | +43,175 | $740.5 萬$0 | +$740.5 萬 | 1.5%0.0% | +1.49 |
| DISWalt Disney Co | 加碼歷史 | 73,9821,748 | +72,234+4,132.4% | $734.6 萬$21.4 萬 | +$717.2 萬 | 1.5%<0.1% | +1.43 |
| DLRDigital Realty Trust, Inc. | 新進歷史 | 44,0520 | +44,052 | $669.8 萬$0 | +$669.8 萬 | 1.3%0.0% | +1.35 |
| CACICACI International Inc | 加碼歷史 | 15,31412,076 | +3,238+26.8% | $658.7 萬$457.5 萬 | +$139.3 萬 | 1.3%0.9% | +0.39 |
| WDAYWorkday, Inc. | 減碼歷史 | 27,79630,318 | −2,522−8.3% | $621.4 萬$826.9 萬 | −$56.4 萬 | 1.2%1.7% | −0.44 |
| MLMMartin Marietta Materials Inc | 加碼歷史 | 11,4558,388 | +3,067+36.6% | $620.6 萬$515.0 萬 | +$166.2 萬 | 1.2%1.1% | +0.20 |
| UALUnited Airlines Holdings, Inc. | 新進歷史 | 125,7880 | +125,788 | $612.1 萬$0 | +$612.1 萬 | 1.2%0.0% | +1.23 |
| KHCKraft Heinz Co | 減碼歷史 | 180,630181,017 | −387−0.2% | $582.0 萬$668.0 萬 | −$1.25 萬 | 1.2%1.4% | −0.19 |
| TALTAL Education Group | 加碼歷史 | 464,197256,230 | +207,967+81.2% | $495.3 萬$290.8 萬 | +$221.9 萬 | 1.0%0.6% | +0.40 |
| CNCCentene Corp | 加碼歷史 | 74,00566,844 | +7,161+10.7% | $490.7 萬$524.6 萬 | +$47.5 萬 | 1.0%1.1% | −0.09 |
| First Trust Rising Dividend Achievers ETF33738R506 | 減碼– | 88,425131,019 | −42,594−32.5% | $484.1 萬$735.9 萬 | −$233.2 萬 | 1.0%1.5% | −0.53 |
| First Tr Exchange-Traded Alp33735K108 | 減碼– | 29,22833,533 | −4,305−12.8% | $358.1 萬$413.4 萬 | −$52.7 萬 | 0.7%0.8% | −0.12 |
| Invesco Exchange Traded FD T46137V357 | 減碼– | 18,66324,808 | −6,145−24.8% | $306.6 萬$420.2 萬 | −$101.0 萬 | 0.6%0.9% | −0.24 |
| First Tr Exchng Traded FD VI33740F805 | 減碼– | 66,96980,253 | −13,284−16.6% | $288.3 萬$349.9 萬 | −$57.2 萬 | 0.6%0.7% | −0.14 |
| iShares Core S&P US Value ETF464287663 | 減碼– | 32,04237,045 | −5,003−13.5% | $282.4 萬$335.0 萬 | −$44.1 萬 | 0.6%0.7% | −0.12 |
| First Tr Exchange-Traded FD33733E104 | 減碼– | 32,20737,691 | −5,484−14.5% | $270.7 萬$322.8 萬 | −$46.1 萬 | 0.5%0.7% | −0.12 |
| UTHRUnited Therapeutics Corp | 加碼歷史 | 8,0848,005 | +79+1.0% | $257.5 萬$183.9 萬 | +$2.52 萬 | 0.5%0.4% | +0.14 |
| ECLEcolab Inc. | 減碼歷史 | 10,07110,266 | −195−1.9% | $239.7 萬$237.0 萬 | −$4.64 萬 | 0.5%0.5% | 0.00 |
| J P Morgan Exchange Traded F46641Q332 | 減碼– | 39,46346,784 | −7,321−15.6% | $223.7 萬$270.7 萬 | −$41.5 萬 | 0.4%0.6% | −0.10 |
| STNGScorpio Tankers Inc. | 新進歷史 | 26,6000 | +26,600 | $216.2 萬$0 | +$216.2 萬 | 0.4%0.0% | +0.43 |
| Fidelity Covington Trust316092832 | 減碼– | 44,42470,132 | −25,708−36.7% | $214.3 萬$326.5 萬 | −$124.0 萬 | 0.4%0.7% | −0.24 |
| Invesco Exch Traded FD Tr II46138E404 | 減碼– | 113,636133,341 | −19,705−14.8% | $213.9 萬$251.3 萬 | −$37.1 萬 | 0.4%0.5% | −0.08 |
| iShares Tr464288687 | 減碼– | 67,73682,028 | −14,292−17.4% | $213.7 萬$264.4 萬 | −$45.1 萬 | 0.4%0.5% | −0.11 |
| SKTTanger Inc. | 加碼歷史 | 70,76268,432 | +2,330+3.4% | $191.8 萬$202.1 萬 | +$6.32 萬 | 0.4%0.4% | −0.03 |
| FLSFlowserve Corp | 減碼歷史 | 39,48776,220 | −36,733−48.2% | $189.9 萬$348.2 萬 | −$176.7 萬 | 0.4%0.7% | −0.33 |
| First Tr Exchange-Traded FD337344105 | 減碼– | 14,89822,018 | −7,120−32.3% | $183.7 萬$272.8 萬 | −$87.8 萬 | 0.4%0.6% | −0.19 |
| DELLDell Technologies Inc. | 減碼歷史 | 13,03928,639 | −15,600−54.5% | $179.8 萬$326.8 萬 | −$215.1 萬 | 0.4%0.7% | −0.31 |
| KBHKB Home | 減碼歷史 | 25,38247,754 | −22,372−46.8% | $178.1 萬$338.5 萬 | −$157.0 萬 | 0.4%0.7% | −0.33 |
| Fidelity MSCI Utilities Index ETF316092865 | 減碼– | 40,44651,756 | −11,310−21.9% | $177.8 萬$219.5 萬 | −$49.7 萬 | 0.4%0.4% | −0.09 |
| AAPLApple Inc. | 減碼歷史 | 8,3849,470 | −1,086−11.5% | $176.6 萬$162.4 萬 | −$22.9 萬 | 0.4%0.3% | +0.02 |
| PEPPepsiCo Inc | 減碼歷史 | 10,03012,563 | −2,533−20.2% | $165.4 萬$219.9 萬 | −$41.8 萬 | 0.3%0.4% | −0.12 |
| iShares Russell Midcap ETF464287499 | 減碼– | 18,53920,145 | −1,606−8.0% | $150.3 萬$169.4 萬 | −$13.0 萬 | 0.3%0.3% | −0.04 |
| ELFe.l.f. Beauty, Inc. | 減碼歷史 | 6,64519,053 | −12,408−65.1% | $140.0 萬$373.5 萬 | −$261.5 萬 | 0.3%0.8% | −0.48 |
| TWTradeweb Markets Inc. | 新進歷史 | 13,0690 | +13,069 | $138.5 萬$0 | +$138.5 萬 | 0.3%0.0% | +0.28 |
| APHAmphenol Corp | 加碼依 2 比 1 拆股換算歷史 | 20,09918,354 | +1,745+9.5% | $135.4 萬$105.9 萬 | +$11.8 萬 | 0.3%0.2% | +0.06 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | 減碼– | 35,08437,306 | −2,222−6.0% | $134.8 萬$147.5 萬 | −$8.53 萬 | 0.3%0.3% | −0.03 |
| PSXPhillips 66 | 加碼歷史 | 9,4164,612 | +4,804+104.2% | $132.9 萬$75.3 萬 | +$67.8 萬 | 0.3%0.2% | +0.11 |
| First Tr Exchange-Traded FD33738D101 | 減碼– | 40,89346,633 | −5,740−12.3% | $124.6 萬$137.7 萬 | −$17.5 萬 | 0.3%0.3% | −0.03 |
| MNSOMINISO Group Holding Ltd | 新進歷史 | 64,8100 | +64,810 | $123.6 萬$0 | +$123.6 萬 | 0.2%0.0% | +0.25 |
| Cyberark Software LtdM2682V108 | 新進– | 4,5000 | +4,500 | $123.0 萬$0 | +$123.0 萬 | 0.2%0.0% | +0.25 |
| iShares Tr464287556 | 減碼– | 8,94611,452 | −2,506−21.9% | $122.8 萬$157.1 萬 | −$34.4 萬 | 0.2%0.3% | −0.07 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 2,2123,173 | −961−30.3% | $120.4 萬$166.0 萬 | −$52.3 萬 | 0.2%0.3% | −0.10 |
| HUBSHubSpot Inc | 減碼歷史 | 1,8243,058 | −1,234−40.4% | $107.6 萬$191.6 萬 | −$72.8 萬 | 0.2%0.4% | −0.18 |
| RACEFerrari N.V. | 減碼歷史 | 2,6322,775 | −143−5.2% | $107.5 萬$121.0 萬 | −$5.84 萬 | 0.2%0.2% | −0.03 |
| WEXWEX Inc. | 新進歷史 | 5,8140 | +5,814 | $103.0 萬$0 | +$103.0 萬 | 0.2%0.0% | +0.21 |
| STRAStrategic Education, Inc. | 新進歷史 | 9,2860 | +9,286 | $102.8 萬$0 | +$102.8 萬 | 0.2%0.0% | +0.21 |
| CRMSalesforce, Inc. | 減碼歷史 | 3,9496,329 | −2,380−37.6% | $101.5 萬$190.6 萬 | −$61.2 萬 | 0.2%0.4% | −0.19 |
| MRSHMarsh & McLennan Companies, Inc. | 不變歷史 | 4,7024,702 | 00.0% | $99.1 萬$96.9 萬 | $0 | 0.2%0.2% | 0.00 |
| First Tr Exchange-Traded FD33733E708 | 減碼– | 19,05223,775 | −4,723−19.9% | $92.9 萬$119.6 萬 | −$23.0 萬 | 0.2%0.2% | −0.06 |
| Davis Fundamental ETF Tr23908L207 | 減碼– | 22,80625,163 | −2,357−9.4% | $92.6 萬$101.6 萬 | −$9.57 萬 | 0.2%0.2% | −0.02 |
| J P Morgan Exchange Traded F46641Q845 | 減碼– | 21,13028,675 | −7,545−26.3% | $92.1 萬$129.6 萬 | −$32.9 萬 | 0.2%0.3% | −0.08 |
| MELIMercadolibre Inc | 減碼歷史 | 5552,225 | −1,670−75.1% | $91.1 萬$336.5 萬 | −$274.2 萬 | 0.2%0.7% | −0.50 |
| EXCExelon Corp | 減碼歷史 | 25,27832,093 | −6,815−21.2% | $87.5 萬$120.6 萬 | −$23.6 萬 | 0.2%0.2% | −0.07 |
| AEPAmerican Electric Power Co Inc | 新進歷史 | 9,5130 | +9,513 | $83.5 萬$0 | +$83.5 萬 | 0.2%0.0% | +0.17 |
| TOLToll Brothers, Inc. | 加碼歷史 | 7,1036,645 | +458+6.9% | $81.8 萬$86.0 萬 | +$5.28 萬 | 0.2%0.2% | −0.01 |
| TJXTJX Companies Inc | 減碼歷史 | 7,35219,431 | −12,079−62.2% | $80.9 萬$197.1 萬 | −$133.0 萬 | 0.2%0.4% | −0.24 |
| VanEck ETF Trust92189F411 | 減碼– | 47,11160,854 | −13,743−22.6% | $80.6 萬$102.8 萬 | −$23.5 萬 | 0.2%0.2% | −0.05 |
| HQYHealthequity, Inc. | 減碼歷史 | 9,04934,108 | −25,059−73.5% | $78.0 萬$278.4 萬 | −$216.0 萬 | 0.2%0.6% | −0.41 |
| EDConsolidated Edison Inc | 新進歷史 | 8,5450 | +8,545 | $76.4 萬$0 | +$76.4 萬 | 0.2%0.0% | +0.15 |
| Pacer US Cash Cows 100 ETF69374H881 | 減碼– | 13,99117,410 | −3,419−19.6% | $76.2 萬$101.2 萬 | −$18.6 萬 | 0.2%0.2% | −0.05 |
| DKNGDraftKings Inc. | 減碼歷史 | 17,40951,093 | −33,684−65.9% | $66.4 萬$232.0 萬 | −$128.6 萬 | 0.1%0.5% | −0.34 |
| SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-Sabesp | 新進歷史 | 49,1620 | +49,162 | $66.1 萬$0 | +$66.1 萬 | 0.1%0.0% | +0.13 |
| AMZNAmazon Com Inc | 新進歷史 | 3,3680 | +3,368 | $65.1 萬$0 | +$65.1 萬 | 0.1%0.0% | +0.13 |
| EMREmerson Electric Co | 減碼歷史 | 5,8786,150 | −272−4.4% | $64.7 萬$69.8 萬 | −$3.00 萬 | 0.1%0.1% | −0.01 |
| CELHCelsius Holdings, Inc. | 減碼歷史 | 11,08629,810 | −18,724−62.8% | $63.3 萬$247.2 萬 | −$106.9 萬 | 0.1%0.5% | −0.38 |
| FTVFortive Corp | 新進歷史 | 7,9170 | +7,917 | $58.7 萬$0 | +$58.7 萬 | 0.1%0.0% | +0.12 |
| DDOGDatadog, Inc. | 減碼歷史 | 4,4709,970 | −5,500−55.2% | $58.0 萬$123.2 萬 | −$71.3 萬 | 0.1%0.3% | −0.14 |
| WYNNWynn Resorts Ltd | 新進歷史 | 6,4370 | +6,437 | $57.6 萬$0 | +$57.6 萬 | 0.1%0.0% | +0.12 |
| RTXRTX Corp | 不變歷史 | 5,6065,606 | 00.0% | $56.3 萬$54.7 萬 | $0 | 0.1%0.1% | 0.00 |
| ONONOn Holding AG | 減碼歷史 | 13,33829,720 | −16,382−55.1% | $51.8 萬$105.1 萬 | −$63.6 萬 | 0.1%0.2% | −0.11 |
| First Tr Exchange-Traded FD33733B100 | 減碼– | 4,6487,880 | −3,232−41.0% | $46.5 萬$80.5 萬 | −$32.3 萬 | 0.1%0.2% | −0.07 |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | 減碼歷史 | 44,86663,186 | −18,320−29.0% | $46.3 萬$63.2 萬 | −$18.9 萬 | 0.1%0.1% | −0.04 |
| CDNSCadence Design Systems Inc | 減碼歷史 | 1,3063,778 | −2,472−65.4% | $40.2 萬$117.6 萬 | −$76.1 萬 | 0.1%0.2% | −0.16 |
| TMETencent Music Entertainment Group | 減碼歷史 | 21,90824,832 | −2,924−11.8% | $30.8 萬$27.8 萬 | −$4.11 萬 | 0.1%0.1% | +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。