Beck Bode, LLC
- SEC CIK
- 0001790548
- 最新申報
- 2026/8/13
2024 年第 3 季到 2024 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
- 26 檔
- 估計 +$1.54 億
- 加碼
- 24 檔
- 估計 +$1,829 萬
- 減碼
- 52 檔
- 估計 −$4,702 萬
- 清倉
- 21 檔
- 估計 −$1.12 億
總值從 $5.31 億變成 $5.47 億（+$1,606 萬 (+3.0%)），持股從 103 檔變成 108 檔（+5）。
2024 年第 4 季全部持倉2024 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2024 年第 4 季，下面灰字是 2024 年第 3 季。兩季之間拆股的股票，2024 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） |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | 減碼歷史 | 184,187185,877 | −1,690−0.9% | $2,473 萬$2,257 萬 | −$22.7 萬 | 4.5%4.2% | +0.27 |
| ETREntergy Corp | 加碼依 2 比 1 拆股換算歷史 | 241,365233,814 | +7,551+3.2% | $1,830 萬$1,539 萬 | +$57.3 萬 | 3.3%2.9% | +0.45 |
| ANETArista Networks, Inc. | 減碼依 4 比 1 拆股換算歷史 | 163,835170,968 | −7,133−4.2% | $1,819 萬$1,641 萬 | −$79.2 萬 | 3.3%3.1% | +0.24 |
| XELXcel Energy Inc | 加碼歷史 | 251,116233,427 | +17,689+7.6% | $1,696 萬$1,524 萬 | +$119.4 萬 | 3.1%2.9% | +0.23 |
| NFLXNetflix Inc | 加碼歷史 | 18,70018,637 | +63+0.3% | $1,667 萬$1,322 萬 | +$5.62 萬 | 3.0%2.5% | +0.56 |
| CMSCMS Energy Corp | 加碼歷史 | 248,803227,022 | +21,781+9.6% | $1,658 萬$1,603 萬 | +$145.2 萬 | 3.0%3.0% | +0.01 |
| EXCExelon Corp | 加碼歷史 | 431,734386,005 | +45,729+11.8% | $1,625 萬$1,565 萬 | +$172.1 萬 | 3.0%2.9% | +0.02 |
| LULUlululemon athletica inc. | 減碼歷史 | 42,43447,249 | −4,815−10.2% | $1,623 萬$1,282 萬 | −$184.1 萬 | 3.0%2.4% | +0.55 |
| DTEDte Energy Co | 加碼歷史 | 134,057123,087 | +10,970+8.9% | $1,619 萬$1,581 萬 | +$132.5 萬 | 3.0%3.0% | −0.02 |
| WECWec Energy Group, Inc. | 加碼歷史 | 171,822157,619 | +14,203+9.0% | $1,614 萬$1,516 萬 | +$133.4 萬 | 2.9%2.9% | +0.09 |
| AEMAgnico Eagle Mines Ltd | 加碼歷史 | 206,159187,738 | +18,421+9.8% | $1,612 萬$1,512 萬 | +$144.1 萬 | 2.9%2.8% | +0.10 |
| AFLAflac Inc | 加碼歷史 | 154,068138,563 | +15,505+11.2% | $1,594 萬$1,549 萬 | +$160.4 萬 | 2.9%2.9% | 0.00 |
| CEGConstellation Energy Corp | 加碼歷史 | 70,47669,136 | +1,340+1.9% | $1,577 萬$1,798 萬 | +$30.0 萬 | 2.9%3.4% | −0.50 |
| UALUnited Airlines Holdings, Inc. | 新進歷史 | 162,2110 | +162,211 | $1,575 萬$0 | +$1,575 萬 | 2.9%0.0% | +2.88 |
| COSTCostco Wholesale Corp | 加碼歷史 | 17,13616,173 | +963+6.0% | $1,570 萬$1,434 萬 | +$88.2 萬 | 2.9%2.7% | +0.17 |
| CRWDCrowdStrike Holdings, Inc. | 減碼歷史 | 44,42145,396 | −975−2.1% | $1,520 萬$1,273 萬 | −$33.4 萬 | 2.8%2.4% | +0.38 |
| PCGPG&E Corp | 新進歷史 | 741,1500 | +741,150 | $1,496 萬$0 | +$1,496 萬 | 2.7%0.0% | +2.73 |
| DUKDuke Energy CORP | 加碼歷史 | 138,639122,751 | +15,888+12.9% | $1,494 萬$1,415 萬 | +$171.2 萬 | 2.7%2.7% | +0.07 |
| NEENextera Energy Inc | 加碼歷史 | 206,518180,614 | +25,904+14.3% | $1,481 萬$1,527 萬 | +$185.7 萬 | 2.7%2.9% | −0.17 |
| ETNEaton Corp plc | 加碼歷史 | 44,48743,699 | +788+1.8% | $1,476 萬$1,448 萬 | +$26.2 萬 | 2.7%2.7% | −0.03 |
| ATRAptargroup, Inc. | 新進歷史 | 92,3940 | +92,394 | $1,452 萬$0 | +$1,452 萬 | 2.7%0.0% | +2.65 |
| ROKURoku, Inc | 新進歷史 | 181,9030 | +181,903 | $1,352 萬$0 | +$1,352 萬 | 2.5%0.0% | +2.47 |
| NSCNorfolk Southern Corp | 新進歷史 | 56,2370 | +56,237 | $1,320 萬$0 | +$1,320 萬 | 2.4%0.0% | +2.41 |
| ALNYAlnylam Pharmaceuticals, Inc. | 新進歷史 | 56,0170 | +56,017 | $1,318 萬$0 | +$1,318 萬 | 2.4%0.0% | +2.41 |
| KTKT Corp | 新進歷史 | 835,9760 | +835,976 | $1,297 萬$0 | +$1,297 萬 | 2.4%0.0% | +2.37 |
| DLRDigital Realty Trust, Inc. | 減碼歷史 | 41,71943,412 | −1,693−3.9% | $739.8 萬$702.5 萬 | −$30.0 萬 | 1.4%1.3% | +0.03 |
| URBNUrban Outfitters Inc | 新進歷史 | 122,2350 | +122,235 | $670.8 萬$0 | +$670.8 萬 | 1.2%0.0% | +1.23 |
| FDSFactset Research Systems Inc | 減碼歷史 | 13,88114,512 | −631−4.3% | $666.7 萬$667.3 萬 | −$30.3 萬 | 1.2%1.3% | −0.04 |
| SCHWSchwab Charles Corp | 新進歷史 | 89,0280 | +89,028 | $658.9 萬$0 | +$658.9 萬 | 1.2%0.0% | +1.20 |
| INSPInspire Medical Systems, Inc. | 新進歷史 | 34,7110 | +34,711 | $643.5 萬$0 | +$643.5 萬 | 1.2%0.0% | +1.18 |
| WDAYWorkday, Inc. | 減碼歷史 | 24,79525,465 | −670−2.6% | $639.8 萬$622.4 萬 | −$17.3 萬 | 1.2%1.2% | 0.00 |
| SHWSherwin Williams Co | 新進歷史 | 18,4710 | +18,471 | $627.9 萬$0 | +$627.9 萬 | 1.1%0.0% | +1.15 |
| CACICACI International Inc | 加碼歷史 | 15,50814,412 | +1,096+7.6% | $626.6 萬$727.2 萬 | +$44.3 萬 | 1.1%1.4% | −0.22 |
| APPAppLovin Corp | 新進歷史 | 18,7940 | +18,794 | $608.6 萬$0 | +$608.6 萬 | 1.1%0.0% | +1.11 |
| CCLCarnival Corp Ltd. | 新進歷史 | 229,3500 | +229,350 | $571.5 萬$0 | +$571.5 萬 | 1.0%0.0% | +1.04 |
| AVYAvery Dennison Corp | 新進歷史 | 30,1500 | +30,150 | $564.2 萬$0 | +$564.2 萬 | 1.0%0.0% | +1.03 |
| ALLEAllegion plc | 加碼歷史 | 41,00539,268 | +1,737+4.4% | $535.8 萬$572.3 萬 | +$22.7 萬 | 1.0%1.1% | −0.10 |
| TALTAL Education Group | 減碼歷史 | 528,021554,504 | −26,483−4.8% | $529.1 萬$656.5 萬 | −$26.5 萬 | 1.0%1.2% | −0.27 |
| THCTenet Healthcare Corp | 加碼歷史 | 38,80334,917 | +3,886+11.1% | $489.8 萬$580.3 萬 | +$49.1 萬 | 0.9%1.1% | −0.20 |
| First Tr Exchange-Traded Alp33735K108 | 減碼– | 17,50823,213 | −5,705−24.6% | $242.1 萬$305.1 萬 | −$78.9 萬 | 0.4%0.6% | −0.13 |
| First Trust Rising Dividend Achievers ETF33738R506 | 減碼– | 39,71361,277 | −21,564−35.2% | $234.9 萬$362.8 萬 | −$127.5 萬 | 0.4%0.7% | −0.25 |
| MRSHMarsh & McLennan Companies, Inc. | 加碼歷史 | 10,7384,702 | +6,036+128.4% | $228.1 萬$104.9 萬 | +$128.2 萬 | 0.4%0.2% | +0.22 |
| ACNAccenture plc | 新進歷史 | 6,4180 | +6,418 | $225.8 萬$0 | +$225.8 萬 | 0.4%0.0% | +0.41 |
| Vanguard Utilities ETF92204A876 | 不變– | 12,56212,562 | 00.0% | $205.3 萬$218.6 萬 | $0 | 0.4%0.4% | −0.04 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | 不變– | 25,94725,947 | 00.0% | $196.4 萬$209.6 萬 | $0 | 0.4%0.4% | −0.04 |
| AAPLApple Inc. | 減碼歷史 | 7,8317,855 | −24−0.3% | $196.1 萬$183.0 萬 | −$6,010.18 | 0.4%0.3% | +0.01 |
| SKTTanger Inc. | 減碼歷史 | 55,74663,275 | −7,529−11.9% | $190.3 萬$209.9 萬 | −$25.7 萬 | 0.3%0.4% | −0.05 |
| KBHKB Home | 加碼歷史 | 25,07124,712 | +359+1.5% | $164.8 萬$211.8 萬 | +$2.36 萬 | 0.3%0.4% | −0.10 |
| PVHPVH Corp. | 新進歷史 | 15,4920 | +15,492 | $163.8 萬$0 | +$163.8 萬 | 0.3%0.0% | +0.30 |
| iShares Core S&P US Value ETF464287663 | 減碼– | 17,17524,383 | −7,208−29.6% | $159.0 萬$232.8 萬 | −$66.7 萬 | 0.3%0.4% | −0.15 |
| First Tr Exchange-Traded FD33733E104 | 減碼– | 17,49223,748 | −6,256−26.3% | $153.6 萬$215.6 萬 | −$54.9 萬 | 0.3%0.4% | −0.13 |
| First Tr Exchng Traded FD VI33740F805 | 減碼– | 35,41846,972 | −11,554−24.6% | $152.2 萬$212.5 萬 | −$49.6 萬 | 0.3%0.4% | −0.12 |
| VVisa Inc. | 新進歷史 | 4,7540 | +4,754 | $150.2 萬$0 | +$150.2 萬 | 0.3%0.0% | +0.27 |
| Invesco Exchange Traded FD T46137V357 | 減碼– | 8,52113,110 | −4,589−35.0% | $149.3 萬$234.9 萬 | −$80.4 萬 | 0.3%0.4% | −0.17 |
| DELLDell Technologies Inc. | 減碼歷史 | 11,92712,443 | −516−4.1% | $137.4 萬$147.5 萬 | −$5.95 萬 | 0.3%0.3% | −0.03 |
| GTYGetty Realty Corp | 新進歷史 | 43,7310 | +43,731 | $131.8 萬$0 | +$131.8 萬 | 0.2%0.0% | +0.24 |
| Cyberark Software LtdM2682V108 | 減碼– | 3,4533,779 | −326−8.6% | $115.0 萬$110.2 萬 | −$10.9 萬 | 0.2%0.2% | 0.00 |
| CMCSAComcast Corp | 新進歷史 | 30,3050 | +30,305 | $113.7 萬$0 | +$113.7 萬 | 0.2%0.0% | +0.21 |
| RACEFerrari N.V. | 加碼歷史 | 2,6082,485 | +123+4.9% | $110.8 萬$116.8 萬 | +$5.23 萬 | 0.2%0.2% | −0.02 |
| Fidelity Covington Trust316092832 | 減碼– | 21,41531,279 | −9,864−31.5% | $110.0 萬$161.1 萬 | −$50.7 萬 | 0.2%0.3% | −0.10 |
| CHRWC. H. Robinson Worldwide, Inc. | 加碼歷史 | 10,63110,433 | +198+1.9% | $109.8 萬$115.1 萬 | +$2.05 萬 | 0.2%0.2% | −0.02 |
| J P Morgan Exchange Traded F46641Q332 | 減碼– | 18,10925,027 | −6,918−27.6% | $104.2 萬$148.9 萬 | −$39.8 萬 | 0.2%0.3% | −0.09 |
| Invesco Exch Traded FD Tr II46138E404 | 減碼– | 52,02477,383 | −25,359−32.8% | $99.7 萬$152.5 萬 | −$48.6 萬 | 0.2%0.3% | −0.10 |
| iShares Tr464288687 | 減碼– | 31,43946,247 | −14,808−32.0% | $98.8 萬$153.7 萬 | −$46.6 萬 | 0.2%0.3% | −0.11 |
| MSFTMicrosoft Corp | 減碼歷史 | 2,31942,351 | −40,032−94.5% | $97.7 萬$1,822 萬 | −$1,687 萬 | 0.2%3.4% | −3.25 |
| iShares Russell Midcap ETF464287499 | 減碼– | 11,00915,318 | −4,309−28.1% | $97.3 萬$135.0 萬 | −$38.1 萬 | 0.2%0.3% | −0.08 |
| TOLToll Brothers, Inc. | 加碼歷史 | 7,2237,143 | +80+1.1% | $91.0 萬$110.3 萬 | +$1.01 萬 | 0.2%0.2% | −0.04 |
| Fidelity MSCI Utilities Index ETF316092865 | 減碼– | 18,30526,828 | −8,523−31.8% | $89.3 萬$139.0 萬 | −$41.6 萬 | 0.2%0.3% | −0.10 |
| First Tr Exchange-Traded FD337344105 | 減碼– | 6,97710,500 | −3,523−33.6% | $87.2 萬$131.7 萬 | −$44.0 萬 | 0.2%0.2% | −0.09 |
| NCLHNorwegian Cruise Line Holdings Ltd. | 新進歷史 | 33,8330 | +33,833 | $87.1 萬$0 | +$87.1 萬 | 0.2%0.0% | +0.16 |
| TJXTJX Companies Inc | 減碼歷史 | 7,1567,321 | −165−2.3% | $86.5 萬$86.1 萬 | −$1.99 萬 | 0.2%0.2% | 0.00 |
| FTITechnipFMC plc | 新進歷史 | 29,4920 | +29,492 | $85.4 萬$0 | +$85.4 萬 | 0.2%0.0% | +0.16 |
| HQYHealthequity, Inc. | 減碼歷史 | 8,8488,947 | −99−1.1% | $84.9 萬$73.2 萬 | −$9,498.69 | 0.2%0.1% | +0.02 |
| MUMicron Technology Inc | 減碼歷史 | 10,05013,431 | −3,381−25.2% | $84.6 萬$139.3 萬 | −$28.5 萬 | 0.2%0.3% | −0.11 |
| First Tr Exchange-Traded FD33738D101 | 減碼– | 22,35531,248 | −8,893−28.5% | $79.7 萬$105.0 萬 | −$31.7 萬 | 0.1%0.2% | −0.05 |
| AEEAmeren Corp | 新進歷史 | 8,5480 | +8,548 | $76.2 萬$0 | +$76.2 萬 | 0.1%0.0% | +0.14 |
| AMZNAmazon Com Inc | 不變歷史 | 3,3943,394 | 00.0% | $74.5 萬$63.2 萬 | $0 | 0.1%0.1% | +0.02 |
| HUBSHubSpot Inc | 減碼歷史 | 9831,365 | −382−28.0% | $68.5 萬$72.6 萬 | −$26.6 萬 | 0.1%0.1% | −0.01 |
| RTXRTX Corp | 不變歷史 | 5,8255,825 | 00.0% | $67.4 萬$70.6 萬 | $0 | 0.1%0.1% | −0.01 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | 減碼– | 15,84122,197 | −6,356−28.6% | $64.4 萬$99.2 萬 | −$25.8 萬 | 0.1%0.2% | −0.07 |
| DDOGDatadog, Inc. | 新進歷史 | 4,4700 | +4,470 | $63.9 萬$0 | +$63.9 萬 | 0.1%0.0% | +0.12 |
| CRMSalesforce, Inc. | 減碼歷史 | 1,8992,798 | −899−32.1% | $63.5 萬$76.6 萬 | −$30.1 萬 | 0.1%0.1% | −0.03 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 1,0781,552 | −474−30.5% | $63.2 萬$89.0 萬 | −$27.8 萬 | 0.1%0.2% | −0.05 |
| VRTVertiv Holdings Co | 新進歷史 | 5,4290 | +5,429 | $61.7 萬$0 | +$61.7 萬 | 0.1%0.0% | +0.11 |
| MELIMercadolibre Inc | 減碼歷史 | 355461 | −106−23.0% | $60.2 萬$94.6 萬 | −$18.0 萬 | 0.1%0.2% | −0.07 |
| FTVFortive Corp | 不變歷史 | 7,9177,917 | 00.0% | $59.4 萬$62.5 萬 | $0 | 0.1%0.1% | −0.01 |
| iShares Tr464287556 | 減碼– | 4,4066,306 | −1,900−30.1% | $58.3 萬$91.8 萬 | −$25.1 萬 | 0.1%0.2% | −0.07 |
| ELFe.l.f. Beauty, Inc. | 減碼歷史 | 4,4434,689 | −246−5.2% | $55.8 萬$51.1 萬 | −$3.09 萬 | 0.1%0.1% | +0.01 |
| EXPEExpedia Group, Inc. | 新進歷史 | 2,9710 | +2,971 | $55.4 萬$0 | +$55.4 萬 | 0.1%0.0% | +0.10 |
| TRUTransUnion | 減碼歷史 | 5,8346,459 | −625−9.7% | $54.1 萬$67.6 萬 | −$5.79 萬 | 0.1%0.1% | −0.03 |
| First Tr Exchange-Traded FD33733E708 | 減碼– | 10,39712,940 | −2,543−19.7% | $52.6 萬$67.4 萬 | −$12.9 萬 | 0.1%0.1% | −0.03 |
| J P Morgan Exchange Traded F46641Q845 | 減碼– | 9,50114,523 | −5,022−34.6% | $44.5 萬$69.8 萬 | −$23.5 萬 | 0.1%0.1% | −0.05 |
| CELHCelsius Holdings, Inc. | 減碼歷史 | 15,35919,860 | −4,501−22.7% | $40.5 萬$62.3 萬 | −$11.9 萬 | 0.1%0.1% | −0.04 |
| ILMNIllumina, Inc. | 減碼歷史 | 2,8582,876 | −18−0.6% | $38.2 萬$37.5 萬 | −$2,405.72 | 0.1%0.1% | 0.00 |
| Pacer US Cash Cows 100 ETF69374H881 | 減碼– | 6,7449,053 | −2,309−25.5% | $38.1 萬$52.4 萬 | −$13.0 萬 | 0.1%0.1% | −0.03 |
| VanEck ETF Trust92189F411 | 減碼– | 22,89430,587 | −7,693−25.2% | $38.1 萬$50.7 萬 | −$12.8 萬 | 0.1%0.1% | −0.03 |
| Davis Fundamental ETF Tr23908L207 | 減碼– | 8,43218,616 | −10,184−54.7% | $35.5 萬$77.6 萬 | −$42.9 萬 | 0.1%0.1% | −0.08 |
| ONONOn Holding AG | 減碼歷史 | 6,06810,083 | −4,015−39.8% | $33.2 萬$50.6 萬 | −$22.0 萬 | 0.1%0.1% | −0.03 |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | 減碼歷史 | 22,08530,316 | −8,231−27.2% | $28.1 萬$33.3 萬 | −$10.5 萬 | 0.1%0.1% | −0.01 |
| LLYEli Lilly & Co | 減碼歷史 | 34616,884 | −16,538−98.0% | $26.7 萬$1,496 萬 | −$1,277 萬 | <0.1%2.8% | −2.77 |
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。