Beck Bode, LLC
- SEC CIK
- 0001790548
- 最新申報
- 2026/8/13
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/29 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 327
- 較 2021 年第 1 季 +258
- 總值
- $3.62 億
- 較 2021 年第 1 季 +$3,716 萬 (+11.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 24,556 | $1,965 萬 | 5.4% | +71+0.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 55,952 | $1,516 萬 | 4.2% | +1,313+2.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 40,384 | $1,404 萬 | 3.9% | +280+0.7% | 加碼 | 歷史 |
| AESAES Corp | Stock | 521,874 | $1,361 萬 | 3.8% | +13,154+2.6% | 加碼 | 歷史 |
| ACHAccendra Health Inc | Stock | 314,361 | $1,331 萬 | 3.7% | +7,343+2.4% | 加碼 | 歷史 |
| NINisource Inc. | COM | 538,913 | $1,320 萬 | 3.6% | +13,814+2.6% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 179,935 | $1,319 萬 | 3.6% | +4,152+2.4% | 加碼 | 歷史 |
| NGGNational Grid PLC | SPONSORED ADR NE | 201,480 | $1,288 萬 | 3.6% | +6,299+3.2% | 加碼 | 歷史 |
| Atlantica Sustainable Infr PG0751N103 | SHS | 329,234 | $1,225 萬 | 3.4% | +14,182+4.5% | 加碼 | – |
| STZConstellation Brands, Inc. | Stock | 51,948 | $1,215 萬 | 3.4% | +4,657+9.8% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 76,044 | $1,172 萬 | 3.2% | +76,044 | 新進 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 253,110 | $1,157 萬 | 3.2% | +253,110 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 202,424 | $1,134 萬 | 3.1% | +8,614+4.4% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 110,368 | $1,100 萬 | 3.0% | +110,368 | 新進 | 歷史 |
| PORPortland General Electric Co | COM NEW | 237,229 | $1,093 萬 | 3.0% | +237,229 | 新進 | 歷史 |
| SONOSonos Inc | COM | 270,268 | $952.2 萬 | 2.6% | +4,110+1.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,761 | $949.8 萬 | 2.6% | +2,761 | 新進 | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 130,835 | $788.8 萬 | 2.2% | +14,563+12.5% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 53,009 | $783.5 萬 | 2.2% | +2,967+5.9% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 31,047 | $780.2 萬 | 2.2% | −198−0.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 120,896 | $762.6 萬 | 2.1% | +12,302+11.3% | 加碼 | 歷史 |
| ABBNYABB Ltd | SPONSORED ADR | 222,875 | $757.6 萬 | 2.1% | +222,875 | 新進 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 12,872 | $719.0 萬 | 2.0% | +50+0.4% | 加碼 | 歷史 |
| AVTRAvantor, Inc. | COM | 202,448 | $718.9 萬 | 2.0% | −1,041−0.5% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 74,532 | $663.0 萬 | 1.8% | +74,532 | 新進 | 歷史 |
| AAPLApple Inc. | Stock | 47,234 | $646.9 萬 | 1.8% | −474−1.0% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 26,710 | $577.1 萬 | 1.6% | +2,656+11.0% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 18,742 | $559.1 萬 | 1.5% | +1,146+6.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 10,577 | $558.7 萬 | 1.5% | +10,577 | 新進 | 歷史 |
| LUNGPulmonx Corp | COM | 116,442 | $513.7 萬 | 1.4% | +116,442 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 29,168 | $502.2 萬 | 1.4% | +24,305+499.8% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,347 | $491.7 萬 | 1.4% | +5,347 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 40,801 | $459.6 萬 | 1.3% | +40,801 | 新進 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 34,161 | $355.5 萬 | 1.0% | −10,430−23.4% | 減碼 | 歷史 |
| MOSMosaic Co | COM | 86,776 | $276.9 萬 | 0.8% | +86,776 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 11,281 | $218.8 萬 | 0.6% | +1,546+15.9% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 9,022 | $214.9 萬 | 0.6% | +147+1.7% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 5,840 | $167.0 萬 | 0.5% | +5,840 | 新進 | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 25,715 | $162.7 萬 | 0.4% | +1,147+4.7% | 加碼 | 歷史 |
| SPBSpectrum Brands Holdings, Inc. | COM | 18,047 | $153.5 萬 | 0.4% | +2,290+14.5% | 加碼 | 歷史 |
| AUDCAudiocodes Ltd | ORD | 41,790 | $138.3 萬 | 0.4% | +3,973+10.5% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 15,882 | $132.5 萬 | 0.4% | +13,152+481.8% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 14,800 | $130.1 萬 | 0.4% | +14,800 | 新進 | 歷史 |
| TELTE Connectivity plc | REG SHS | 9,126 | $123.4 萬 | 0.3% | +134+1.5% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 16,655 | $113.9 萬 | 0.3% | +6,786+68.8% | 加碼 | 歷史 |
| IPInternational Paper Co | COM | 15,801 | $96.9 萬 | 0.3% | +15,801 | 新進 | 歷史 |
| QRVOQorvo, Inc. | Stock | 4,770 | $93.3 萬 | 0.3% | +109+2.3% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 6,520 | $77.1 萬 | 0.2% | +6,520 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 8,511 | $72.6 萬 | 0.2% | −422−4.7% | 減碼 | 歷史 |
| BCCBoise Cascade Co | COM | 11,890 | $69.4 萬 | 0.2% | +11,890 | 新進 | 歷史 |
| ONOn Semiconductor Corp | Stock | 17,106 | $65.5 萬 | 0.2% | +17,106 | 新進 | 歷史 |
| MIMEMimecast Ltd | ORD SHS | 11,911 | $63.2 萬 | 0.2% | +1,257+11.8% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,270 | $62.4 萬 | 0.2% | +3,270 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 13,666 | $53.5 萬 | 0.1% | −694−4.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,861 | $52.3 萬 | 0.1% | −539−5.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 213 | $52.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ICLRIcon PLC | COM | 2,422 | $50.1 萬 | 0.1% | +2,422 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 3,435 | $48.4 萬 | 0.1% | −198−5.5% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 7,084 | $47.3 萬 | 0.1% | −2,623−27.0% | 減碼 | 歷史 |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 11,500 | $47.2 萬 | 0.1% | +11,500 | 新進 | – |
| EWEdwards Lifesciences Corp | Stock | 4,285 | $44.4 萬 | 0.1% | +214+5.3% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 3,072 | $40.5 萬 | 0.1% | +991+47.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 8,561 | $35.3 萬 | 0.1% | −1,047−10.9% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 928 | $32.7 萬 | 0.1% | +315+51.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 812 | $32.5 萬 | 0.1% | −10−1.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 469 | $31.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 4,923 | $31.2 萬 | 0.1% | +1,731+54.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 955 | $30.5 萬 | 0.1% | +253+36.0% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 4,227 | $26.7 萬 | 0.1% | −104−2.4% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 1,858 | $25.1 萬 | 0.1% | −30−1.6% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,525 | $24.9 萬 | 0.1% | −50−1.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 540 | $23.1 萬 | 0.1% | −74−12.1% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 7,960 | $22.9 萬 | 0.1% | −694−8.0% | 減碼 | 歷史 |
| BHPBHP Group Ltd | ADR | 3,052 | $22.2 萬 | 0.1% | +3,052 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,222 | $20.1 萬 | 0.1% | +1,222 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 1,427 | $20.0 萬 | 0.1% | −173−10.8% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 850 | $19.6 萬 | 0.1% | +850 | 新進 | 歷史 |
| LULUlululemon athletica inc. | Stock | 518 | $18.9 萬 | 0.1% | −39,937−98.7% | 減碼 | 歷史 |
| EXCExelon Corp | Stock | 4,257 | $18.9 萬 | 0.1% | −550−11.4% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 365 | $18.4 萬 | 0.1% | +365 | 新進 | 歷史 |
| MTDMettler Toledo International Inc | COM | 127 | $17.6 萬 | <0.1% | +127 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 3,617 | $17.2 萬 | <0.1% | +3,617 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,094 | $17.0 萬 | <0.1% | +1,094 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 646 | $15.6 萬 | <0.1% | −41,921−98.5% | 減碼 | 歷史 |
| BAXBaxter International Inc | Stock | 1,800 | $14.5 萬 | <0.1% | +1,800 | 新進 | 歷史 |
| DTEDte Energy Co | COM | 1,080 | $14.0 萬 | <0.1% | −651−37.6% | 減碼 | 歷史 |
| BURLBurlington Stores, Inc. | COM | 429 | $13.8 萬 | <0.1% | +429 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 777 | $13.6 萬 | <0.1% | +777 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 1,549 | $13.1 萬 | <0.1% | +1,549 | 新進 | 歷史 |
| NTNXNutanix, Inc. | Stock | 3,339 | $12.8 萬 | <0.1% | +3,339 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,088 | $12.6 萬 | <0.1% | −106,372−99.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,602 | $12.5 萬 | <0.1% | +1,602 | 新進 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 1,800 | $12.1 萬 | <0.1% | +1,800 | 新進 | 歷史 |
| ENBEnbridge Inc | Stock | 2,810 | $11.3 萬 | <0.1% | +2,810 | 新進 | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 2,541 | $10.7 萬 | <0.1% | −245,462−99.0% | 減碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 2,000 | $10.5 萬 | <0.1% | +2,000 | 新進 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 285 | $10.2 萬 | <0.1% | +285 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 450 | $9.90 萬 | <0.1% | +450 | 新進 | 歷史 |
| PPGPPG Industries Inc | Stock | 562 | $9.50 萬 | <0.1% | +562 | 新進 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 2,583 | $9.50 萬 | <0.1% | +2,583 | 新進 | – |
2021 年第 1 季之後清倉（1 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。