Beck Bode, LLC
- SEC CIK
- 0001790548
- 最新申報
- 2026/8/13
2024 年第 2 季到 2024 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
- 31 檔
- 估計 +$1.99 億
- 加碼
- 22 檔
- 估計 +$2,873 萬
- 減碼
- 48 檔
- 估計 −$4,596 萬
- 清倉
- 32 檔
- 估計 −$1.68 億
總值從 $4.98 億變成 $5.31 億（+$3,387 萬 (+6.8%)），持股從 104 檔變成 103 檔（−1）。
2024 年第 3 季全部持倉2024 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2024 年第 3 季，下面灰字是 2024 年第 2 季。兩季之間拆股的股票，2024 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） |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | 加碼歷史 | 185,877182,866 | +3,011+1.6% | $2,257 萬$2,259 萬 | +$36.6 萬 | 4.2%4.5% | −0.29 |
| MSFTMicrosoft Corp | 加碼歷史 | 42,35139,951 | +2,400+6.0% | $1,822 萬$1,786 萬 | +$103.3 萬 | 3.4%3.6% | −0.16 |
| CEGConstellation Energy Corp | 新進歷史 | 69,1360 | +69,136 | $1,798 萬$0 | +$1,798 萬 | 3.4%0.0% | +3.38 |
| CHDNChurchill Downs Inc | 新進歷史 | 122,0270 | +122,027 | $1,650 萬$0 | +$1,650 萬 | 3.1%0.0% | +3.10 |
| ANETArista Networks, Inc. | 減碼歷史 | 42,74243,160 | −418−1.0% | $1,641 萬$1,513 萬 | −$16.0 萬 | 3.1%3.0% | +0.05 |
| CMSCMS Energy Corp | 加碼歷史 | 227,022216,324 | +10,698+4.9% | $1,603 萬$1,288 萬 | +$75.6 萬 | 3.0%2.6% | +0.43 |
| DTEDte Energy Co | 加碼歷史 | 123,087120,304 | +2,783+2.3% | $1,581 萬$1,335 萬 | +$35.7 萬 | 3.0%2.7% | +0.29 |
| EXCExelon Corp | 加碼歷史 | 386,00525,278 | +360,727+1,427.0% | $1,565 萬$87.5 萬 | +$1,463 萬 | 2.9%0.2% | +2.77 |
| TXNMTXNM Energy Inc | 新進歷史 | 356,3360 | +356,336 | $1,560 萬$0 | +$1,560 萬 | 2.9%0.0% | +2.93 |
| AFLAflac Inc | 減碼歷史 | 138,563143,350 | −4,787−3.3% | $1,549 萬$1,280 萬 | −$53.5 萬 | 2.9%2.6% | +0.34 |
| ETREntergy Corp | 新進歷史 | 116,9070 | +116,907 | $1,539 萬$0 | +$1,539 萬 | 2.9%0.0% | +2.90 |
| NEENextera Energy Inc | 加碼歷史 | 180,614171,488 | +9,126+5.3% | $1,527 萬$1,214 萬 | +$77.1 萬 | 2.9%2.4% | +0.43 |
| XELXcel Energy Inc | 新進歷史 | 233,4270 | +233,427 | $1,524 萬$0 | +$1,524 萬 | 2.9%0.0% | +2.87 |
| WECWec Energy Group, Inc. | 加碼歷史 | 157,619148,271 | +9,348+6.3% | $1,516 萬$1,163 萬 | +$89.9 萬 | 2.9%2.3% | +0.51 |
| AEMAgnico Eagle Mines Ltd | 新進歷史 | 187,7380 | +187,738 | $1,512 萬$0 | +$1,512 萬 | 2.8%0.0% | +2.85 |
| LLYEli Lilly & Co | 加碼歷史 | 16,88416,607 | +277+1.7% | $1,496 萬$1,504 萬 | +$24.5 萬 | 2.8%3.0% | −0.21 |
| ETNEaton Corp plc | 加碼歷史 | 43,69938,888 | +4,811+12.4% | $1,448 萬$1,219 萬 | +$159.5 萬 | 2.7%2.5% | +0.27 |
| COSTCostco Wholesale Corp | 加碼歷史 | 16,17315,957 | +216+1.4% | $1,434 萬$1,356 萬 | +$19.1 萬 | 2.7%2.7% | −0.03 |
| DUKDuke Energy CORP | 新進歷史 | 122,7510 | +122,751 | $1,415 萬$0 | +$1,415 萬 | 2.7%0.0% | +2.66 |
| SPOTSpotify Technology S.A. | 新進歷史 | 35,9080 | +35,908 | $1,323 萬$0 | +$1,323 萬 | 2.5%0.0% | +2.49 |
| NFLXNetflix Inc | 加碼歷史 | 18,63717,108 | +1,529+8.9% | $1,322 萬$1,155 萬 | +$108.4 萬 | 2.5%2.3% | +0.17 |
| LULUlululemon athletica inc. | 加碼歷史 | 47,24939,144 | +8,105+20.7% | $1,282 萬$1,169 萬 | +$219.9 萬 | 2.4%2.4% | +0.06 |
| CRWDCrowdStrike Holdings, Inc. | 加碼歷史 | 45,39634,683 | +10,713+30.9% | $1,273 萬$1,329 萬 | +$300.5 萬 | 2.4%2.7% | −0.28 |
| SNYSanofi | 新進歷史 | 216,8320 | +216,832 | $1,250 萬$0 | +$1,250 萬 | 2.4%0.0% | +2.35 |
| BBIOBridgeBio Pharma, Inc. | 新進歷史 | 410,5310 | +410,531 | $1,045 萬$0 | +$1,045 萬 | 2.0%0.0% | +1.97 |
| CACICACI International Inc | 減碼歷史 | 14,41215,314 | −902−5.9% | $727.2 萬$658.7 萬 | −$45.5 萬 | 1.4%1.3% | +0.04 |
| DLRDigital Realty Trust, Inc. | 減碼歷史 | 43,41244,052 | −640−1.5% | $702.5 萬$669.8 萬 | −$10.4 萬 | 1.3%1.3% | −0.02 |
| FDSFactset Research Systems Inc | 新進歷史 | 14,5120 | +14,512 | $667.3 萬$0 | +$667.3 萬 | 1.3%0.0% | +1.26 |
| TALTAL Education Group | 加碼歷史 | 554,504464,197 | +90,307+19.5% | $656.5 萬$495.3 萬 | +$106.9 萬 | 1.2%1.0% | +0.24 |
| WDAYWorkday, Inc. | 減碼歷史 | 25,46527,796 | −2,331−8.4% | $622.4 萬$621.4 萬 | −$57.0 萬 | 1.2%1.2% | −0.08 |
| IAGIamgold Corp | 新進歷史 | 1,185,6080 | +1,185,608 | $620.1 萬$0 | +$620.1 萬 | 1.2%0.0% | +1.17 |
| THCTenet Healthcare Corp | 新進歷史 | 34,9170 | +34,917 | $580.3 萬$0 | +$580.3 萬 | 1.1%0.0% | +1.09 |
| ALLEAllegion plc | 新進歷史 | 39,2680 | +39,268 | $572.3 萬$0 | +$572.3 萬 | 1.1%0.0% | +1.08 |
| GHGuardant Health, Inc. | 減碼歷史 | 248,859269,390 | −20,531−7.6% | $570.9 萬$778.0 萬 | −$47.1 萬 | 1.1%1.6% | −0.49 |
| CHTRCharter Communications, Inc. | 新進歷史 | 17,1310 | +17,131 | $555.2 萬$0 | +$555.2 萬 | 1.0%0.0% | +1.04 |
| NBIXNeurocrine Biosciences Inc | 新進歷史 | 47,6580 | +47,658 | $549.1 萬$0 | +$549.1 萬 | 1.0%0.0% | +1.03 |
| CNCCentene Corp | 減碼歷史 | 72,85174,005 | −1,154−1.6% | $548.4 萬$490.7 萬 | −$8.69 萬 | 1.0%1.0% | +0.05 |
| First Trust Rising Dividend Achievers ETF33738R506 | 減碼– | 61,27788,425 | −27,148−30.7% | $362.8 萬$484.1 萬 | −$160.7 萬 | 0.7%1.0% | −0.29 |
| First Tr Exchange-Traded Alp33735K108 | 減碼– | 23,21329,228 | −6,015−20.6% | $305.1 萬$358.1 萬 | −$79.1 萬 | 0.6%0.7% | −0.15 |
| Invesco Exchange Traded FD T46137V357 | 減碼– | 13,11018,663 | −5,553−29.8% | $234.9 萬$306.6 萬 | −$99.5 萬 | 0.4%0.6% | −0.17 |
| iShares Core S&P US Value ETF464287663 | 減碼– | 24,38332,042 | −7,659−23.9% | $232.8 萬$282.4 萬 | −$73.1 萬 | 0.4%0.6% | −0.13 |
| ECLEcolab Inc. | 減碼歷史 | 8,79810,071 | −1,273−12.6% | $224.6 萬$239.7 萬 | −$32.5 萬 | 0.4%0.5% | −0.06 |
| Vanguard Utilities ETF92204A876 | 新進– | 12,5620 | +12,562 | $218.6 萬$0 | +$218.6 萬 | 0.4%0.0% | +0.41 |
| First Tr Exchange-Traded FD33733E104 | 減碼– | 23,74832,207 | −8,459−26.3% | $215.6 萬$270.7 萬 | −$76.8 萬 | 0.4%0.5% | −0.14 |
| First Tr Exchng Traded FD VI33740F805 | 減碼– | 46,97266,969 | −19,997−29.9% | $212.5 萬$288.3 萬 | −$90.5 萬 | 0.4%0.6% | −0.18 |
| KBHKB Home | 減碼歷史 | 24,71225,382 | −670−2.6% | $211.8 萬$178.1 萬 | −$5.74 萬 | 0.4%0.4% | +0.04 |
| SKTTanger Inc. | 減碼歷史 | 63,27570,762 | −7,487−10.6% | $209.9 萬$191.8 萬 | −$24.8 萬 | 0.4%0.4% | +0.01 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | 新進– | 25,9470 | +25,947 | $209.6 萬$0 | +$209.6 萬 | 0.4%0.0% | +0.39 |
| TSNTyson Foods, Inc. | 新進歷史 | 35,1510 | +35,151 | $209.4 萬$0 | +$209.4 萬 | 0.4%0.0% | +0.39 |
| FLSFlowserve Corp | 加碼歷史 | 39,97539,487 | +488+1.2% | $206.6 萬$189.9 萬 | +$2.52 萬 | 0.4%0.4% | +0.01 |
| AAPLApple Inc. | 減碼歷史 | 7,8558,384 | −529−6.3% | $183.0 萬$176.6 萬 | −$12.3 萬 | 0.3%0.4% | −0.01 |
| AGROAdecoagro S.A. | 新進歷史 | 162,7630 | +162,763 | $180.2 萬$0 | +$180.2 萬 | 0.3%0.0% | +0.34 |
| Fidelity Covington Trust316092832 | 減碼– | 31,27944,424 | −13,145−29.6% | $161.1 萬$214.3 萬 | −$67.7 萬 | 0.3%0.4% | −0.13 |
| iShares Tr464288687 | 減碼– | 46,24767,736 | −21,489−31.7% | $153.7 萬$213.7 萬 | −$71.4 萬 | 0.3%0.4% | −0.14 |
| DFSDiscover Financial Services | 新進歷史 | 10,9240 | +10,924 | $153.2 萬$0 | +$153.2 萬 | 0.3%0.0% | +0.29 |
| Invesco Exch Traded FD Tr II46138E404 | 減碼– | 77,383113,636 | −36,253−31.9% | $152.5 萬$213.9 萬 | −$71.5 萬 | 0.3%0.4% | −0.14 |
| J P Morgan Exchange Traded F46641Q332 | 減碼– | 25,02739,463 | −14,436−36.6% | $148.9 萬$223.7 萬 | −$85.9 萬 | 0.3%0.4% | −0.17 |
| DELLDell Technologies Inc. | 減碼歷史 | 12,44313,039 | −596−4.6% | $147.5 萬$179.8 萬 | −$7.06 萬 | 0.3%0.4% | −0.08 |
| MUMicron Technology Inc | 新進歷史 | 13,4310 | +13,431 | $139.3 萬$0 | +$139.3 萬 | 0.3%0.0% | +0.26 |
| Fidelity MSCI Utilities Index ETF316092865 | 減碼– | 26,82840,446 | −13,618−33.7% | $139.0 萬$177.8 萬 | −$70.6 萬 | 0.3%0.4% | −0.10 |
| APHAmphenol Corp | 加碼歷史 | 20,91620,099 | +817+4.1% | $136.3 萬$135.4 萬 | +$5.32 萬 | 0.3%0.3% | −0.02 |
| iShares Russell Midcap ETF464287499 | 減碼– | 15,31818,539 | −3,221−17.4% | $135.0 萬$150.3 萬 | −$28.4 萬 | 0.3%0.3% | −0.05 |
| First Tr Exchange-Traded FD337344105 | 減碼– | 10,50014,898 | −4,398−29.5% | $131.7 萬$183.7 萬 | −$55.2 萬 | 0.2%0.4% | −0.12 |
| RACEFerrari N.V. | 減碼歷史 | 2,4852,632 | −147−5.6% | $116.8 萬$107.5 萬 | −$6.91 萬 | 0.2%0.2% | 0.00 |
| CHRWC. H. Robinson Worldwide, Inc. | 新進歷史 | 10,4330 | +10,433 | $115.1 萬$0 | +$115.1 萬 | 0.2%0.0% | +0.22 |
| TOLToll Brothers, Inc. | 加碼歷史 | 7,1437,103 | +40+0.6% | $110.3 萬$81.8 萬 | +$6,179.21 | 0.2%0.2% | +0.04 |
| Cyberark Software LtdM2682V108 | 減碼– | 3,7794,500 | −721−16.0% | $110.2 萬$123.0 萬 | −$21.0 萬 | 0.2%0.2% | −0.04 |
| PSXPhillips 66 | 減碼歷史 | 8,2869,416 | −1,130−12.0% | $108.9 萬$132.9 萬 | −$14.9 萬 | 0.2%0.3% | −0.06 |
| EGOEldorado Gold Corp | 新進歷史 | 62,5440 | +62,544 | $108.6 萬$0 | +$108.6 萬 | 0.2%0.0% | +0.20 |
| First Tr Exchange-Traded FD33738D101 | 減碼– | 31,24840,893 | −9,645−23.6% | $105.0 萬$124.6 萬 | −$32.4 萬 | 0.2%0.3% | −0.05 |
| MRSHMarsh & McLennan Companies, Inc. | 不變歷史 | 4,7024,702 | 00.0% | $104.9 萬$99.1 萬 | $0 | 0.2%0.2% | 0.00 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | 減碼– | 22,19735,084 | −12,887−36.7% | $99.2 萬$134.8 萬 | −$57.6 萬 | 0.2%0.3% | −0.08 |
| MELIMercadolibre Inc | 減碼歷史 | 461555 | −94−16.9% | $94.6 萬$91.1 萬 | −$19.3 萬 | 0.2%0.2% | −0.01 |
| iShares Tr464287556 | 減碼– | 6,3068,946 | −2,640−29.5% | $91.8 萬$122.8 萬 | −$38.4 萬 | 0.2%0.2% | −0.07 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 1,5522,212 | −660−29.8% | $89.0 萬$120.4 萬 | −$37.9 萬 | 0.2%0.2% | −0.07 |
| TJXTJX Companies Inc | 減碼歷史 | 7,3217,352 | −31−0.4% | $86.1 萬$80.9 萬 | −$3,643.92 | 0.2%0.2% | 0.00 |
| BROSDutch Bros Inc. | 新進歷史 | 25,0020 | +25,002 | $80.1 萬$0 | +$80.1 萬 | 0.2%0.0% | +0.15 |
| Davis Fundamental ETF Tr23908L207 | 減碼– | 18,61622,806 | −4,190−18.4% | $77.6 萬$92.6 萬 | −$17.5 萬 | 0.1%0.2% | −0.04 |
| KEXKirby Corp | 新進歷史 | 6,3340 | +6,334 | $77.6 萬$0 | +$77.6 萬 | 0.1%0.0% | +0.15 |
| CRMSalesforce, Inc. | 減碼歷史 | 2,7983,949 | −1,151−29.1% | $76.6 萬$101.5 萬 | −$31.5 萬 | 0.1%0.2% | −0.06 |
| HQYHealthequity, Inc. | 減碼歷史 | 8,9479,049 | −102−1.1% | $73.2 萬$78.0 萬 | −$8,348.95 | 0.1%0.2% | −0.02 |
| HUBSHubSpot Inc | 減碼歷史 | 1,3651,824 | −459−25.2% | $72.6 萬$107.6 萬 | −$24.4 萬 | 0.1%0.2% | −0.08 |
| RTXRTX Corp | 加碼歷史 | 5,8255,606 | +219+3.9% | $70.6 萬$56.3 萬 | +$2.65 萬 | 0.1%0.1% | +0.02 |
| J P Morgan Exchange Traded F46641Q845 | 減碼– | 14,52321,130 | −6,607−31.3% | $69.8 萬$92.1 萬 | −$31.7 萬 | 0.1%0.2% | −0.05 |
| EMREmerson Electric Co | 加碼歷史 | 6,3415,878 | +463+7.9% | $69.4 萬$64.7 萬 | +$5.06 萬 | 0.1%0.1% | 0.00 |
| TRUTransUnion | 新進歷史 | 6,4590 | +6,459 | $67.6 萬$0 | +$67.6 萬 | 0.1%0.0% | +0.13 |
| First Tr Exchange-Traded FD33733E708 | 減碼– | 12,94019,052 | −6,112−32.1% | $67.4 萬$92.9 萬 | −$31.8 萬 | 0.1%0.2% | −0.06 |
| AMZNAmazon Com Inc | 加碼歷史 | 3,3943,368 | +26+0.8% | $63.2 萬$65.1 萬 | +$4,844.58 | 0.1%0.1% | −0.01 |
| FTVFortive Corp | 不變歷史 | 7,9177,917 | 00.0% | $62.5 萬$58.7 萬 | $0 | 0.1%0.1% | 0.00 |
| CELHCelsius Holdings, Inc. | 加碼歷史 | 19,86011,086 | +8,774+79.1% | $62.3 萬$63.3 萬 | +$27.5 萬 | 0.1%0.1% | −0.01 |
| AXPAmerican Express Co | 新進歷史 | 1,9400 | +1,940 | $52.6 萬$0 | +$52.6 萬 | 0.1%0.0% | +0.10 |
| Pacer US Cash Cows 100 ETF69374H881 | 減碼– | 9,05313,991 | −4,938−35.3% | $52.4 萬$76.2 萬 | −$28.6 萬 | 0.1%0.2% | −0.05 |
| ELFe.l.f. Beauty, Inc. | 減碼歷史 | 4,6896,645 | −1,956−29.4% | $51.1 萬$140.0 萬 | −$21.3 萬 | 0.1%0.3% | −0.19 |
| VanEck ETF Trust92189F411 | 減碼– | 30,58747,111 | −16,524−35.1% | $50.7 萬$80.6 萬 | −$27.4 萬 | 0.1%0.2% | −0.07 |
| ONONOn Holding AG | 減碼歷史 | 10,08313,338 | −3,255−24.4% | $50.6 萬$51.8 萬 | −$16.3 萬 | 0.1%0.1% | −0.01 |
| First Tr Exchange-Traded FD33733B100 | 減碼– | 3,6224,648 | −1,026−22.1% | $39.6 萬$46.5 萬 | −$11.2 萬 | 0.1%0.1% | −0.02 |
| ILMNIllumina, Inc. | 新進歷史 | 2,8760 | +2,876 | $37.5 萬$0 | +$37.5 萬 | 0.1%0.0% | +0.07 |
| TMETencent Music Entertainment Group | 加碼歷史 | 29,18221,908 | +7,274+33.2% | $35.2 萬$30.8 萬 | +$8.77 萬 | 0.1%0.1% | 0.00 |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | 減碼歷史 | 30,31644,866 | −14,550−32.4% | $33.3 萬$46.3 萬 | −$16.0 萬 | 0.1%0.1% | −0.03 |
| HDHome Depot, Inc. | 新進歷史 | 6080 | +608 | $24.6 萬$0 | +$24.6 萬 | <0.1%0.0% | +0.05 |
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。