Beck Bode, LLC
- SEC CIK
- 0001790548
- 最新申報
- 2026/8/13
2025 年第 2 季到 2025 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
- 12 檔
- 估計 +$4,545 萬
- 加碼
- 24 檔
- 估計 +$2,525 萬
- 減碼
- 53 檔
- 估計 −$3,000 萬
- 清倉
- 19 檔
- 估計 −$5,321 萬
總值從 $5.91 億變成 $6.19 億（+$2,796 萬 (+4.7%)），持股從 99 檔變成 92 檔（−7）。
2025 年第 3 季全部持倉2025 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 3 季，下面灰字是 2025 年第 2 季。兩季之間拆股的股票，2025 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 | 減碼歷史 | 176,400188,844 | −12,444−6.6% | $3,291 萬$2,984 萬 | −$232.2 萬 | 5.3%5.0% | +0.27 |
| ANETArista Networks, Inc. | 減碼歷史 | 168,188182,369 | −14,181−7.8% | $2,451 萬$1,866 萬 | −$206.6 萬 | 4.0%3.2% | +0.80 |
| XELXcel Energy Inc | 減碼歷史 | 274,113278,327 | −4,214−1.5% | $2,211 萬$1,895 萬 | −$34.0 萬 | 3.6%3.2% | +0.36 |
| CEGConstellation Energy Corp | 減碼歷史 | 66,58569,712 | −3,127−4.5% | $2,191 萬$2,250 萬 | −$102.9 萬 | 3.5%3.8% | −0.27 |
| CRWDCrowdStrike Holdings, Inc. | 加碼歷史 | 43,39541,636 | +1,759+4.2% | $2,128 萬$2,121 萬 | +$86.3 萬 | 3.4%3.6% | −0.15 |
| IDAIdacorp Inc | 加碼歷史 | 159,373156,485 | +2,888+1.8% | $2,106 萬$1,807 萬 | +$38.2 萬 | 3.4%3.1% | +0.35 |
| APTVAptiv PLC | 加碼歷史 | 242,917239,952 | +2,965+1.2% | $2,094 萬$1,637 萬 | +$25.6 萬 | 3.4%2.8% | +0.61 |
| NINisource Inc. | 減碼歷史 | 477,547478,337 | −790−0.2% | $2,068 萬$1,930 萬 | −$3.42 萬 | 3.3%3.3% | +0.08 |
| ROKURoku, Inc | 減碼歷史 | 205,920209,034 | −3,114−1.5% | $2,062 萬$1,837 萬 | −$31.2 萬 | 3.3%3.1% | +0.22 |
| NFLXNetflix Inc | 加碼歷史 | 17,10016,665 | +435+2.6% | $2,050 萬$2,232 萬 | +$52.2 萬 | 3.3%3.8% | −0.46 |
| VSTVistra Corp. | 減碼歷史 | 103,651105,108 | −1,457−1.4% | $2,031 萬$2,037 萬 | −$28.5 萬 | 3.3%3.4% | −0.17 |
| CAHCardinal Health Inc | 加碼歷史 | 125,189124,215 | +974+0.8% | $1,965 萬$2,087 萬 | +$15.3 萬 | 3.2%3.5% | −0.36 |
| WTRGEssential Utilities, Inc. | 加碼歷史 | 491,864486,990 | +4,874+1.0% | $1,963 萬$1,809 萬 | +$19.4 萬 | 3.2%3.1% | +0.11 |
| HASHasbro, Inc. | 減碼歷史 | 257,618262,039 | −4,421−1.7% | $1,954 萬$1,934 萬 | −$33.5 萬 | 3.2%3.3% | −0.12 |
| AFLAflac Inc | 加碼歷史 | 171,468165,776 | +5,692+3.4% | $1,915 萬$1,748 萬 | +$63.6 萬 | 3.1%3.0% | +0.14 |
| CMSCMS Energy Corp | 加碼歷史 | 259,998258,289 | +1,709+0.7% | $1,905 萬$1,789 萬 | +$12.5 萬 | 3.1%3.0% | +0.05 |
| NEENextera Energy Inc | 加碼歷史 | 247,287244,515 | +2,772+1.1% | $1,867 萬$1,697 萬 | +$20.9 萬 | 3.0%2.9% | +0.14 |
| CWTCalifornia Water Service Group | 加碼歷史 | 402,261396,398 | +5,863+1.5% | $1,846 萬$1,803 萬 | +$26.9 萬 | 3.0%3.1% | −0.07 |
| AZNAstraZeneca PLC | 加碼歷史 | 223,543216,433 | +7,110+3.3% | $1,715 萬$1,512 萬 | +$54.5 萬 | 2.8%2.6% | +0.21 |
| MOSMosaic Co | 加碼歷史 | 493,070466,244 | +26,826+5.8% | $1,710 萬$1,701 萬 | +$93.0 萬 | 2.8%2.9% | −0.12 |
| COSTCostco Wholesale Corp | 加碼歷史 | 17,68317,454 | +229+1.3% | $1,637 萬$1,728 萬 | +$21.2 萬 | 2.6%2.9% | −0.28 |
| PBRPetrobras - Petroleo Brasileiro SA | 新進歷史 | 1,240,1280 | +1,240,128 | $1,570 萬$0 | +$1,570 萬 | 2.5%0.0% | +2.54 |
| PCGPG&E Corp | 加碼歷史 | 1,040,4301,028,063 | +12,367+1.2% | $1,569 萬$1,433 萬 | +$18.6 萬 | 2.5%2.4% | +0.11 |
| JPMJPMorgan Chase & Co | 新進歷史 | 46,6170 | +46,617 | $1,470 萬$0 | +$1,470 萬 | 2.4%0.0% | +2.38 |
| AMZNAmazon Com Inc | 加碼歷史 | 64,7921,208 | +63,584+5,263.6% | $1,423 萬$26.5 萬 | +$1,396 萬 | 2.3%<0.1% | +2.25 |
| APPAppLovin Corp | 減碼歷史 | 16,42717,729 | −1,302−7.3% | $1,180 萬$620.7 萬 | −$93.6 萬 | 1.9%1.1% | +0.86 |
| URBNUrban Outfitters Inc | 減碼歷史 | 107,800109,196 | −1,396−1.3% | $770.0 萬$792.1 萬 | −$9.97 萬 | 1.2%1.3% | −0.10 |
| CACICACI International Inc | 減碼歷史 | 13,90714,816 | −909−6.1% | $693.6 萬$706.3 萬 | −$45.3 萬 | 1.1%1.2% | −0.07 |
| CCLCarnival Corp Ltd. | 減碼歷史 | 234,145244,258 | −10,113−4.1% | $676.9 萬$686.9 萬 | −$29.2 萬 | 1.1%1.2% | −0.07 |
| AAPLApple Inc. | 加碼歷史 | 25,7495,322 | +20,427+383.8% | $655.6 萬$109.2 萬 | +$520.1 萬 | 1.1%0.2% | +0.87 |
| WDAYWorkday, Inc. | 加碼歷史 | 26,53225,607 | +925+3.6% | $638.7 萬$614.6 萬 | +$22.3 萬 | 1.0%1.0% | −0.01 |
| AXPAmerican Express Co | 加碼歷史 | 19,18719,158 | +29+0.2% | $637.3 萬$611.1 萬 | +$9,632.53 | 1.0%1.0% | 0.00 |
| WPMWheaton Precious Metals Corp. | 減碼歷史 | 56,50157,293 | −792−1.4% | $631.9 萬$514.5 萬 | −$8.86 萬 | 1.0%0.9% | +0.15 |
| WMTWalmart Inc. | 減碼歷史 | 61,09563,126 | −2,031−3.2% | $629.6 萬$617.2 萬 | −$20.9 萬 | 1.0%1.0% | −0.03 |
| TALTAL Education Group | 加碼歷史 | 532,297524,560 | +7,737+1.5% | $596.2 萬$536.1 萬 | +$8.67 萬 | 1.0%0.9% | +0.06 |
| LYGLloyds Banking Group plc | 加碼歷史 | 1,267,1871,236,249 | +30,938+2.5% | $575.3 萬$525.4 萬 | +$14.0 萬 | 0.9%0.9% | +0.04 |
| RMDResmed Inc | 不變歷史 | 20,68620,686 | 00.0% | $566.2 萬$533.7 萬 | $0 | 0.9%0.9% | +0.01 |
| ALLEAllegion plc | 新進歷史 | 30,7860 | +30,786 | $546.0 萬$0 | +$546.0 萬 | 0.9%0.0% | +0.88 |
| ARGXArgenx SE | 新進歷史 | 7,1740 | +7,174 | $529.1 萬$0 | +$529.1 萬 | 0.9%0.0% | +0.85 |
| DELLDell Technologies Inc. | 減碼歷史 | 10,72111,655 | −934−8.0% | $152.0 萬$142.9 萬 | −$13.2 萬 | 0.2%0.2% | 0.00 |
| GSGoldman Sachs Group Inc | 減碼歷史 | 1,8882,452 | −564−23.0% | $150.3 萬$173.5 萬 | −$44.9 萬 | 0.2%0.3% | −0.05 |
| FOXFox Corp | 減碼歷史 | 23,80536,115 | −12,310−34.1% | $136.4 萬$186.5 萬 | −$70.5 萬 | 0.2%0.3% | −0.10 |
| VICIVici Properties Inc. | 減碼歷史 | 41,57652,949 | −11,373−21.5% | $135.6 萬$172.6 萬 | −$37.1 萬 | 0.2%0.3% | −0.07 |
| PMPhilip Morris International Inc. | 減碼歷史 | 8,15610,077 | −1,921−19.1% | $132.3 萬$183.5 萬 | −$31.2 萬 | 0.2%0.3% | −0.10 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | 減碼歷史 | 67,50687,319 | −19,813−22.7% | $129.9 萬$134.2 萬 | −$38.1 萬 | 0.2%0.2% | −0.02 |
| First Tr Exchange-Traded Alp33735K108 | 減碼– | 7,89111,005 | −3,114−28.3% | $126.8 萬$166.1 萬 | −$50.0 萬 | 0.2%0.3% | −0.08 |
| CFRCullen/Frost Bankers, Inc. | 減碼歷史 | 9,83011,882 | −2,052−17.3% | $124.6 萬$152.7 萬 | −$26.0 萬 | 0.2%0.3% | −0.06 |
| RACEFerrari N.V. | 減碼歷史 | 2,4982,632 | −134−5.1% | $121.2 萬$129.2 萬 | −$6.50 萬 | 0.2%0.2% | −0.02 |
| First Trust Rising Dividend Achievers ETF33738R506 | 減碼– | 16,93720,712 | −3,775−18.2% | $113.9 萬$129.9 萬 | −$25.4 萬 | 0.2%0.2% | −0.04 |
| SONYSony Group Corp | 新進歷史 | 38,4020 | +38,402 | $110.6 萬$0 | +$110.6 萬 | 0.2%0.0% | +0.18 |
| MRSHMarsh & McLennan Companies, Inc. | 減碼歷史 | 4,6894,702 | −13−0.3% | $94.5 萬$102.8 萬 | −$2,619.89 | 0.2%0.2% | −0.02 |
| RTXRTX Corp | 減碼歷史 | 5,5895,606 | −17−0.3% | $93.5 萬$81.9 萬 | −$2,844.74 | 0.2%0.1% | +0.01 |
| FTNTFortinet, Inc. | 加碼歷史 | 10,2319,269 | +962+10.4% | $86.0 萬$98.0 萬 | +$8.09 萬 | 0.1%0.2% | −0.03 |
| HLTHilton Worldwide Holdings Inc. | 新進歷史 | 3,2340 | +3,234 | $83.9 萬$0 | +$83.9 萬 | 0.1%0.0% | +0.14 |
| Invesco Exchange Traded FD T46137V357 | 減碼– | 3,8514,609 | −758−16.4% | $73.1 萬$83.8 萬 | −$14.4 萬 | 0.1%0.1% | −0.02 |
| EBAYeBay Inc | 新進歷史 | 7,2740 | +7,274 | $66.2 萬$0 | +$66.2 萬 | 0.1%0.0% | +0.11 |
| UHSUniversal Health Services Inc | 加碼歷史 | 3,1642,901 | +263+9.1% | $64.7 萬$52.6 萬 | +$5.38 萬 | 0.1%0.1% | +0.02 |
| DDOGDatadog, Inc. | 不變歷史 | 4,4704,470 | 00.0% | $63.7 萬$60.0 萬 | $0 | 0.1%0.1% | 0.00 |
| ALLAllstate Corp | 減碼歷史 | 2,9193,771 | −852−22.6% | $62.7 萬$75.9 萬 | −$18.3 萬 | 0.1%0.1% | −0.03 |
| AEMAgnico Eagle Mines Ltd | 加碼歷史 | 3,4193,347 | +72+2.2% | $57.6 萬$39.8 萬 | +$1.21 萬 | 0.1%0.1% | +0.03 |
| Fidelity Covington Trust316092832 | 減碼– | 9,41811,312 | −1,894−16.7% | $55.2 萬$61.3 萬 | −$11.1 萬 | 0.1%0.1% | −0.01 |
| iShares Russell Midcap ETF464287499 | 減碼– | 5,3098,210 | −2,901−35.3% | $51.3 萬$75.5 萬 | −$28.0 萬 | 0.1%0.1% | −0.04 |
| iShares Core S&P US Value ETF464287663 | 減碼– | 5,1279,625 | −4,498−46.7% | $51.2 萬$91.1 萬 | −$45.0 萬 | 0.1%0.2% | −0.07 |
| Invesco Exch Traded FD Tr II46138E404 | 減碼– | 24,98429,559 | −4,575−15.5% | $49.9 萬$57.8 萬 | −$9.14 萬 | 0.1%0.1% | −0.02 |
| MSFTMicrosoft Corp | 減碼歷史 | 9381,056 | −118−11.2% | $48.6 萬$52.5 萬 | −$6.11 萬 | 0.1%0.1% | −0.01 |
| iShares Tr464288687 | 減碼– | 15,12218,054 | −2,932−16.2% | $47.8 萬$55.4 萬 | −$9.27 萬 | 0.1%0.1% | −0.02 |
| First Tr Exchange-Traded FD33733E104 | 減碼– | 4,9968,893 | −3,897−43.8% | $46.8 萬$80.8 萬 | −$36.5 萬 | 0.1%0.1% | −0.06 |
| First Tr Exchange-Traded FD337344105 | 減碼– | 3,2413,876 | −635−16.4% | $45.7 萬$52.9 萬 | −$8.96 萬 | 0.1%0.1% | −0.02 |
| KTKT Corp | 新進歷史 | 23,3320 | +23,332 | $45.5 萬$0 | +$45.5 萬 | 0.1%0.0% | +0.07 |
| Fidelity MSCI Utilities Index ETF316092865 | 減碼– | 8,0549,946 | −1,892−19.0% | $45.5 萬$52.3 萬 | −$10.7 萬 | 0.1%0.1% | −0.02 |
| APHAmphenol Corp | 減碼歷史 | 3,6418,451 | −4,810−56.9% | $45.1 萬$83.5 萬 | −$59.5 萬 | 0.1%0.1% | −0.07 |
| TIMBTim S.A. | 減碼歷史 | 19,51221,347 | −1,835−8.6% | $43.6 萬$42.9 萬 | −$4.10 萬 | 0.1%0.1% | 0.00 |
| ELFe.l.f. Beauty, Inc. | 減碼歷史 | 3,2584,013 | −755−18.8% | $43.2 萬$49.9 萬 | −$10.0 萬 | 0.1%0.1% | −0.01 |
| INCYIncyte Corp | 減碼歷史 | 4,9885,765 | −777−13.5% | $42.3 萬$39.3 萬 | −$6.59 萬 | 0.1%0.1% | 0.00 |
| J P Morgan Exchange Traded F46641Q332 | 減碼– | 7,3199,398 | −2,079−22.1% | $41.8 萬$53.4 萬 | −$11.9 萬 | 0.1%0.1% | −0.02 |
| TSLATesla, Inc. | 減碼歷史 | 8931,397 | −504−36.1% | $39.7 萬$44.4 萬 | −$22.4 萬 | 0.1%0.1% | −0.01 |
| ROKRockwell Automation, Inc | 新進歷史 | 1,1310 | +1,131 | $39.5 萬$0 | +$39.5 萬 | 0.1%0.0% | +0.06 |
| BYDBoyd Gaming Corp | 新進歷史 | 4,2200 | +4,220 | $36.5 萬$0 | +$36.5 萬 | 0.1%0.0% | +0.06 |
| BKNGBooking Holdings Inc. | 減碼歷史 | 64109 | −45−41.3% | $34.4 萬$62.9 萬 | −$24.2 萬 | 0.1%0.1% | −0.05 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 508610 | −102−16.7% | $33.9 萬$37.7 萬 | −$6.80 萬 | 0.1%0.1% | −0.01 |
| TERTeradyne, Inc | 加碼歷史 | 2,2542,252 | +2+0.1% | $31.0 萬$20.3 萬 | +$275.3 | 0.1%<0.1% | +0.02 |
| First Tr Exchange-Traded FD33738D101 | 減碼– | 7,80913,035 | −5,226−40.1% | $29.9 萬$48.9 萬 | −$20.0 萬 | <0.1%0.1% | −0.03 |
| iShares Tr464287556 | 減碼– | 2,0052,403 | −398−16.6% | $28.9 萬$30.4 萬 | −$5.75 萬 | <0.1%0.1% | 0.00 |
| CRMSalesforce, Inc. | 減碼歷史 | 1,2011,292 | −91−7.0% | $28.5 萬$35.2 萬 | −$2.16 萬 | <0.1%0.1% | −0.01 |
| CLSKCleanspark, Inc. | 不變歷史 | 18,97718,977 | 00.0% | $27.5 萬$20.9 萬 | $0 | <0.1%<0.1% | +0.01 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | 減碼– | 6,2788,152 | −1,874−23.0% | $26.4 萬$33.8 萬 | −$7.90 萬 | <0.1%0.1% | −0.01 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 485491 | −6−1.2% | $24.4 萬$23.9 萬 | −$3,016.44 | <0.1%<0.1% | 0.00 |
| UBERUber Technologies, Inc | 新進歷史 | 2,4630 | +2,463 | $24.1 萬$0 | +$24.1 萬 | <0.1%0.0% | +0.04 |
| EXELExelixis, Inc. | 新進歷史 | 5,6040 | +5,604 | $23.1 萬$0 | +$23.1 萬 | <0.1%0.0% | +0.04 |
| AMTAmerican Tower Corp | 減碼歷史 | 1,19373,607 | −72,414−98.4% | $22.9 萬$1,627 萬 | −$1,392 萬 | <0.1%2.8% | −2.72 |
| J P Morgan Exchange Traded F46641Q845 | 減碼– | 4,3525,103 | −751−14.7% | $21.7 萬$23.2 萬 | −$3.74 萬 | <0.1%<0.1% | 0.00 |
| PGProcter & Gamble Co | 減碼歷史 | 1,3661,465 | −99−6.8% | $21.0 萬$23.3 萬 | −$1.52 萬 | <0.1%<0.1% | −0.01 |
| TRIThomson Reuters Corp | 清倉歷史 | 082,063 | −82,063−100.0% | $0$1,651 萬 | −$1,651 萬 | 0.0%2.8% | −2.79 |
| LULUlululemon athletica inc. | 清倉歷史 | 049,905 | −49,905−100.0% | $0$1,186 萬 | −$1,186 萬 | 0.0%2.0% | −2.01 |
| PSAPublic Storage | 清倉歷史 | 020,233 | −20,233−100.0% | $0$593.7 萬 | −$593.7 萬 | 0.0%1.0% | −1.00 |
| CVNACarvana Co. | 清倉歷史 | 016,783 | −16,783−100.0% | $0$565.5 萬 | −$565.5 萬 | 0.0%1.0% | −0.96 |
| INSPInspire Medical Systems, Inc. | 清倉歷史 | 040,537 | −40,537−100.0% | $0$526.0 萬 | −$526.0 萬 | 0.0%0.9% | −0.89 |
| LADLithia Motors Inc | 清倉歷史 | 04,265 | −4,265−100.0% | $0$144.1 萬 | −$144.1 萬 | 0.0%0.2% | −0.24 |
| CHTRCharter Communications, Inc. | 清倉歷史 | 02,506 | −2,506−100.0% | $0$102.5 萬 | −$102.5 萬 | 0.0%0.2% | −0.17 |
| SJMJ M SMUCKER Co | 清倉歷史 | 010,324 | −10,324−100.0% | $0$101.4 萬 | −$101.4 萬 | 0.0%0.2% | −0.17 |
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。