Beck Bode, LLC
- SEC CIK
- 0001790548
- 最新申報
- 2026/8/13
2026 年第 1 季到 2026 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
- 34 檔
- 估計 +$1.57 億
- 加碼
- 36 檔
- 估計 +$1,233 萬
- 減碼
- 29 檔
- 估計 −$3,566 萬
- 清倉
- 22 檔
- 估計 −$1.34 億
總值從 $5.91 億變成 $6.60 億（+$6,980 萬 (+11.8%)），持股從 92 檔變成 104 檔（+12）。
2026 年第 2 季全部持倉2026 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2026 年第 2 季，下面灰字是 2026 年第 1 季。兩季之間拆股的股票，2026 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 | 減碼歷史 | 160,007163,006 | −2,999−1.8% | $3,202 萬$2,843 萬 | −$60.0 萬 | 4.8%4.8% | +0.03 |
| CRWDCrowdStrike Holdings, Inc. | 減碼歷史 | 38,32143,415 | −5,094−11.7% | $2,924 萬$1,695 萬 | −$388.7 萬 | 4.4%2.9% | +1.56 |
| CAHCardinal Health Inc | 加碼歷史 | 112,677109,021 | +3,656+3.4% | $2,677 萬$2,304 萬 | +$86.9 萬 | 4.1%3.9% | +0.15 |
| ESIElement Solutions Inc | 減碼歷史 | 541,780584,562 | −42,782−7.3% | $2,587 萬$1,996 萬 | −$204.3 萬 | 3.9%3.4% | +0.54 |
| TGTTarget Corp | 加碼歷史 | 197,121193,668 | +3,453+1.8% | $2,575 萬$2,347 萬 | +$45.1 萬 | 3.9%4.0% | −0.08 |
| ANETArista Networks, Inc. | 減碼歷史 | 149,612157,499 | −7,887−5.0% | $2,542 萬$1,934 萬 | −$134.0 萬 | 3.8%3.3% | +0.57 |
| JBHTHunt J B Transport Services Inc | 減碼歷史 | 77,81980,609 | −2,790−3.5% | $2,252 萬$1,708 萬 | −$80.8 萬 | 3.4%2.9% | +0.52 |
| NINisource Inc. | 減碼歷史 | 468,667469,174 | −507−0.1% | $2,229 萬$2,189 萬 | −$2.41 萬 | 3.4%3.7% | −0.33 |
| XELXcel Energy Inc | 加碼歷史 | 274,313267,478 | +6,835+2.6% | $2,203 萬$2,125 萬 | +$54.9 萬 | 3.3%3.6% | −0.26 |
| NEENextera Energy Inc | 加碼歷史 | 241,078238,055 | +3,023+1.3% | $2,116 萬$2,211 萬 | +$26.5 萬 | 3.2%3.7% | −0.54 |
| CWTCalifornia Water Service Group | 加碼歷史 | 426,692411,714 | +14,978+3.6% | $2,076 萬$1,867 萬 | +$72.9 萬 | 3.1%3.2% | −0.02 |
| ESEversource Energy | 新進歷史 | 275,1470 | +275,147 | $1,988 萬$0 | +$1,988 萬 | 3.0%0.0% | +3.01 |
| HSBCHSBC Holdings PLC | 加碼歷史 | 208,170204,934 | +3,236+1.6% | $1,979 萬$1,690 萬 | +$30.8 萬 | 3.0%2.9% | +0.14 |
| JNJJohnson & Johnson | 新進歷史 | 74,9200 | +74,920 | $1,903 萬$0 | +$1,903 萬 | 2.9%0.0% | +2.88 |
| KEYKeycorp | 減碼歷史 | 824,134835,333 | −11,199−1.3% | $1,900 萬$1,675 萬 | −$25.8 萬 | 2.9%2.8% | +0.04 |
| AWKAmerican Water Works Company, Inc. | 新進歷史 | 141,6030 | +141,603 | $1,863 萬$0 | +$1,863 萬 | 2.8%0.0% | +2.82 |
| MDUMdu Resources Group Inc | 新進歷史 | 868,2850 | +868,285 | $1,842 萬$0 | +$1,842 萬 | 2.8%0.0% | +2.79 |
| NGGNational Grid PLC | 加碼歷史 | 220,124212,922 | +7,202+3.4% | $1,824 萬$1,801 萬 | +$59.7 萬 | 2.8%3.0% | −0.29 |
| VSTVistra Corp. | 加碼歷史 | 113,594111,183 | +2,411+2.2% | $1,802 萬$1,671 萬 | +$38.2 萬 | 2.7%2.8% | −0.10 |
| CEGConstellation Energy Corp | 加碼歷史 | 70,20366,734 | +3,469+5.2% | $1,744 萬$1,864 萬 | +$86.2 萬 | 2.6%3.2% | −0.52 |
| COSTCostco Wholesale Corp | 加碼歷史 | 18,43517,745 | +690+3.9% | $1,725 萬$1,768 萬 | +$64.5 萬 | 2.6%3.0% | −0.38 |
| FNVFranco Nevada Corp | 新進歷史 | 78,3340 | +78,334 | $1,633 萬$0 | +$1,633 萬 | 2.5%0.0% | +2.47 |
| HSYHershey Co | 加碼歷史 | 84,89671,080 | +13,816+19.4% | $1,490 萬$1,478 萬 | +$242.4 萬 | 2.3%2.5% | −0.25 |
| FIVEFive Below, Inc | 加碼歷史 | 81,85771,646 | +10,211+14.3% | $1,472 萬$1,637 萬 | +$183.6 萬 | 2.2%2.8% | −0.54 |
| WMGWarner Music Group Corp. | 新進歷史 | 525,8880 | +525,888 | $1,424 萬$0 | +$1,424 萬 | 2.2%0.0% | +2.16 |
| ROKURoku, Inc | 減碼歷史 | 71,566194,570 | −123,004−63.2% | $988.6 萬$1,841 萬 | −$1,699 萬 | 1.5%3.1% | −1.62 |
| WDCWestern Digital Corp | 減碼歷史 | 15,00922,229 | −7,220−32.5% | $958.6 萬$601.3 萬 | −$461.1 萬 | 1.5%1.0% | +0.43 |
| STNGScorpio Tankers Inc. | 新進歷史 | 125,5920 | +125,592 | $869.9 萬$0 | +$869.9 萬 | 1.3%0.0% | +1.32 |
| CVSCVS Health Corp | 減碼歷史 | 77,30977,796 | −487−0.6% | $799.8 萬$558.7 萬 | −$5.04 萬 | 1.2%0.9% | +0.26 |
| STMSTMicroelectronics N.V. | 新進歷史 | 101,0830 | +101,083 | $757.0 萬$0 | +$757.0 萬 | 1.1%0.0% | +1.15 |
| AAPLApple Inc. | 減碼歷史 | 25,17525,812 | −637−2.5% | $728.5 萬$655.1 萬 | −$18.4 萬 | 1.1%1.1% | −0.01 |
| LYGLloyds Banking Group plc | 加碼歷史 | 1,138,1201,124,456 | +13,664+1.2% | $663.5 萬$565.6 萬 | +$7.97 萬 | 1.0%1.0% | +0.05 |
| APLEApple Hospitality REIT, Inc. | 新進歷史 | 392,6760 | +392,676 | $660.1 萬$0 | +$660.1 萬 | 1.0%0.0% | +1.00 |
| EATBrinker International, Inc | 新進歷史 | 38,4910 | +38,491 | $646.6 萬$0 | +$646.6 萬 | 1.0%0.0% | +0.98 |
| WMTWalmart Inc. | 加碼歷史 | 55,87853,533 | +2,345+4.4% | $632.9 萬$665.3 萬 | +$26.6 萬 | 1.0%1.1% | −0.17 |
| IAGIamgold Corp | 新進歷史 | 385,8700 | +385,870 | $611.2 萬$0 | +$611.2 萬 | 0.9%0.0% | +0.93 |
| WPMWheaton Precious Metals Corp. | 加碼歷史 | 52,39149,738 | +2,653+5.3% | $588.5 萬$651.6 萬 | +$29.8 萬 | 0.9%1.1% | −0.21 |
| CFCF Industries Holdings, Inc. | 新進歷史 | 52,2780 | +52,278 | $566.0 萬$0 | +$566.0 萬 | 0.9%0.0% | +0.86 |
| TALTAL Education Group | 加碼歷史 | 587,151510,865 | +76,286+14.9% | $561.9 萬$580.9 萬 | +$73.0 萬 | 0.9%1.0% | −0.13 |
| DELLDell Technologies Inc. | 減碼歷史 | 6,37010,489 | −4,119−39.3% | $274.9 萬$172.2 萬 | −$177.7 萬 | 0.4%0.3% | +0.12 |
| ASMLASML Holding NV | 加碼歷史 | 917884 | +33+3.7% | $182.4 萬$116.8 萬 | +$6.57 萬 | 0.3%0.2% | +0.08 |
| GSGoldman Sachs Group Inc | 加碼歷史 | 1,7711,717 | +54+3.1% | $179.1 萬$145.3 萬 | +$5.46 萬 | 0.3%0.2% | +0.03 |
| GOOGAlphabet Inc. | 加碼歷史 | 4,9874,843 | +144+3.0% | $176.2 萬$138.9 萬 | +$5.09 萬 | 0.3%0.2% | +0.03 |
| CFRCullen/Frost Bankers, Inc. | 加碼歷史 | 9,9659,335 | +630+6.7% | $154.0 萬$128.0 萬 | +$9.74 萬 | 0.2%0.2% | +0.02 |
| First Tr Exchange-Traded Alp33735K108 | 減碼– | 7,0357,048 | −13−0.2% | $136.3 萬$108.6 萬 | −$2,518.84 | 0.2%0.2% | +0.02 |
| USBUS Bancorp DE | 新進歷史 | 21,7520 | +21,752 | $131.4 萬$0 | +$131.4 萬 | 0.2%0.0% | +0.20 |
| BHPBHP Group Ltd | 加碼歷史 | 15,57014,660 | +910+6.2% | $129.7 萬$106.6 萬 | +$7.58 萬 | 0.2%0.2% | +0.02 |
| VVisa Inc. | 加碼歷史 | 3,6253,386 | +239+7.1% | $124.4 萬$102.3 萬 | +$8.20 萬 | 0.2%0.2% | +0.02 |
| FTNTFortinet, Inc. | 減碼歷史 | 8,08210,445 | −2,363−22.6% | $124.2 萬$85.4 萬 | −$36.3 萬 | 0.2%0.1% | +0.04 |
| FOXFox Corp | 加碼歷史 | 26,35623,408 | +2,948+12.6% | $123.5 萬$124.3 萬 | +$13.8 萬 | 0.2%0.2% | −0.02 |
| TSTenaris SA | 加碼歷史 | 21,65921,154 | +505+2.4% | $120.2 萬$123.1 萬 | +$2.80 萬 | 0.2%0.2% | −0.03 |
| HHyatt Hotels Corp | 新進歷史 | 5,7500 | +5,750 | $111.5 萬$0 | +$111.5 萬 | 0.2%0.0% | +0.17 |
| RTXRTX Corp | 加碼歷史 | 5,8215,708 | +113+2.0% | $110.4 萬$110.1 萬 | +$2.14 萬 | 0.2%0.2% | −0.02 |
| First Trust Rising Dividend Achievers ETF33738R506 | 減碼– | 11,54911,571 | −22−0.2% | $93.6 萬$79.0 萬 | −$1,783.32 | 0.1%0.1% | +0.01 |
| MUMicron Technology Inc | 減碼歷史 | 7171,214 | −497−40.9% | $82.7 萬$41.0 萬 | −$57.3 萬 | 0.1%0.1% | +0.06 |
| MRSHMarsh & McLennan Companies, Inc. | 不變歷史 | 4,6894,689 | 00.0% | $78.2 萬$81.3 萬 | $0 | 0.1%0.1% | −0.02 |
| SPOTSpotify Technology S.A. | 新進歷史 | 1,5300 | +1,530 | $70.3 萬$0 | +$70.3 萬 | 0.1%0.0% | +0.11 |
| TERTeradyne, Inc | 新進歷史 | 1,4000 | +1,400 | $67.7 萬$0 | +$67.7 萬 | 0.1%0.0% | +0.10 |
| FLEXFlex Ltd. | 減碼歷史 | 3,8164,906 | −1,090−22.2% | $61.9 萬$32.1 萬 | −$17.7 萬 | 0.1%0.1% | +0.04 |
| Invesco Exchange Traded FD T46137V357 | 減碼– | 2,9043,017 | −113−3.7% | $61.8 萬$57.9 萬 | −$2.40 萬 | 0.1%0.1% | 0.00 |
| APHAmphenol Corp | 減碼歷史 | 3,3713,422 | −51−1.5% | $59.4 萬$43.2 萬 | −$8,992.93 | 0.1%0.1% | +0.02 |
| UHSUniversal Health Services Inc | 加碼歷史 | 3,6072,843 | +764+26.9% | $53.6 萬$50.9 萬 | +$11.4 萬 | 0.1%0.1% | 0.00 |
| iShares Russell Midcap ETF464287499 | 減碼– | 4,8494,964 | −115−2.3% | $53.5 萬$48.3 萬 | −$1.27 萬 | 0.1%0.1% | 0.00 |
| MSFTMicrosoft Corp | 加碼歷史 | 1,4201,330 | +90+6.8% | $53.0 萬$49.2 萬 | +$3.36 萬 | 0.1%0.1% | 0.00 |
| Fidelity Covington Trust316092832 | 加碼– | 7,7897,724 | +65+0.8% | $50.5 萬$45.4 萬 | +$4,217.2 | 0.1%0.1% | 0.00 |
| NEMNEWMONT Corp | 新進歷史 | 5,2510 | +5,251 | $49.0 萬$0 | +$49.0 萬 | 0.1%0.0% | +0.07 |
| iShares Core S&P US Value ETF464287663 | 減碼– | 3,8874,023 | −136−3.4% | $42.8 萬$41.1 萬 | −$1.50 萬 | 0.1%0.1% | 0.00 |
| iShares Tr464288687 | 加碼– | 13,22211,247 | +1,975+17.6% | $40.3 萬$34.1 萬 | +$6.02 萬 | 0.1%0.1% | 0.00 |
| NTRSNorthern Trust Corp | 新進歷史 | 2,3100 | +2,310 | $40.2 萬$0 | +$40.2 萬 | 0.1%0.0% | +0.06 |
| First Tr Exchange-Traded FD337344105 | 不變– | 2,4702,470 | 00.0% | $39.4 萬$31.4 萬 | $0 | 0.1%0.1% | +0.01 |
| TELTE Connectivity plc | 新進歷史 | 1,9130 | +1,913 | $38.6 萬$0 | +$38.6 萬 | 0.1%0.0% | +0.06 |
| DGXQuest Diagnostics Inc | 新進歷史 | 1,7510 | +1,751 | $37.1 萬$0 | +$37.1 萬 | 0.1%0.0% | +0.06 |
| Invesco Exch Traded FD Tr II46138E404 | 減碼– | 18,22818,286 | −58−0.3% | $37.0 萬$34.4 萬 | −$1,177.98 | 0.1%0.1% | 0.00 |
| PBRPetrobras - Petroleo Brasileiro SA | 新進歷史 | 22,7080 | +22,708 | $36.7 萬$0 | +$36.7 萬 | 0.1%0.0% | +0.06 |
| AGROAdecoagro S.A. | 新進歷史 | 36,8870 | +36,887 | $35.2 萬$0 | +$35.2 萬 | 0.1%0.0% | +0.05 |
| VLOValero Energy Corp | 新進歷史 | 1,3370 | +1,337 | $34.8 萬$0 | +$34.8 萬 | 0.1%0.0% | +0.05 |
| First Tr Exchange-Traded FD33733E104 | 減碼– | 3,5783,655 | −77−2.1% | $33.6 萬$33.9 萬 | −$7,231.54 | 0.1%0.1% | −0.01 |
| CMCanadian Imperial Bank of Commerce | 減碼歷史 | 2,8842,964 | −80−2.7% | $33.2 萬$28.1 萬 | −$9,199.72 | 0.1%<0.1% | 0.00 |
| PTCTPTC Therapeutics, Inc. | 新進歷史 | 4,0240 | +4,024 | $32.8 萬$0 | +$32.8 萬 | <0.1%0.0% | +0.05 |
| FDXFedEx Corp | 減碼歷史 | 9321,027 | −95−9.3% | $29.2 萬$36.6 萬 | −$2.97 萬 | <0.1%0.1% | −0.02 |
| Fidelity MSCI Utilities Index ETF316092865 | 不變– | 4,9514,951 | 00.0% | $28.9 萬$29.2 萬 | $0 | <0.1%<0.1% | −0.01 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 382388 | −6−1.5% | $28.5 萬$25.3 萬 | −$4,476.11 | <0.1%<0.1% | 0.00 |
| ICEIntercontinental Exchange, Inc. | 新進歷史 | 2,3040 | +2,304 | $28.4 萬$0 | +$28.4 萬 | <0.1%0.0% | +0.04 |
| J P Morgan Exchange Traded F46641Q332 | 加碼– | 4,9964,317 | +679+15.7% | $28.2 萬$24.5 萬 | +$3.83 萬 | <0.1%<0.1% | 0.00 |
| ISRGIntuitive Surgical Inc | 加碼歷史 | 708639 | +69+10.8% | $28.1 萬$29.5 萬 | +$2.74 萬 | <0.1%<0.1% | −0.01 |
| DFTXDefinium Therapeutics, Inc. | 新進歷史 | 5,9390 | +5,939 | $27.9 萬$0 | +$27.9 萬 | <0.1%0.0% | +0.04 |
| CLSKCleanspark, Inc. | 不變歷史 | 18,97718,977 | 00.0% | $27.6 萬$16.1 萬 | $0 | <0.1%<0.1% | +0.01 |
| EXELExelixis, Inc. | 加碼歷史 | 5,0184,987 | +31+0.6% | $27.3 萬$21.4 萬 | +$1,686.71 | <0.1%<0.1% | +0.01 |
| First Tr Exchange-Traded FD33738D101 | 減碼– | 6,2516,549 | −298−4.6% | $27.2 萬$28.6 萬 | −$1.30 萬 | <0.1%<0.1% | −0.01 |
| MARMarriott International Inc | 減碼歷史 | 709735 | −26−3.5% | $26.3 萬$24.1 萬 | −$9,636.06 | <0.1%<0.1% | 0.00 |
| PODDInsulet Corp | 加碼歷史 | 1,7061,082 | +624+57.7% | $26.0 萬$22.7 萬 | +$9.50 萬 | <0.1%<0.1% | 0.00 |
| iShares Tr464287556 | 加碼– | 1,3501,304 | +46+3.5% | $25.7 萬$22.0 萬 | +$8,748.76 | <0.1%<0.1% | 0.00 |
| BUDAnheuser-Busch InBev SA/NV | 減碼歷史 | 3,09625,313 | −22,217−87.8% | $25.5 萬$175.6 萬 | −$183.1 萬 | <0.1%0.3% | −0.26 |
| NTRNutrien Ltd. | 新進歷史 | 4,0460 | +4,046 | $25.5 萬$0 | +$25.5 萬 | <0.1%0.0% | +0.04 |
| SPCXSpace Exploration Technologies Corp | 新進歷史 | 1,4850 | +1,485 | $25.4 萬$0 | +$25.4 萬 | <0.1%0.0% | +0.04 |
| TIMBTim S.A. | 加碼歷史 | 11,57110,079 | +1,492+14.8% | $24.8 萬$26.7 萬 | +$3.20 萬 | <0.1%<0.1% | −0.01 |
| CHRWC. H. Robinson Worldwide, Inc. | 加碼歷史 | 1,3151,278 | +37+2.9% | $24.8 萬$21.2 萬 | +$6,969.48 | <0.1%<0.1% | 0.00 |
| JBLJabil Inc | 新進歷史 | 6390 | +639 | $24.6 萬$0 | +$24.6 萬 | <0.1%0.0% | +0.04 |
| BRK.BBerkshire Hathaway Inc | 不變歷史 | 482482 | 00.0% | $24.1 萬$23.1 萬 | $0 | <0.1%<0.1% | 0.00 |
| DXCMDexcom Inc | 新進歷史 | 3,5790 | +3,579 | $24.1 萬$0 | +$24.1 萬 | <0.1%0.0% | +0.04 |
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。