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Beck Bode, LLC

SEC CIK
0001790548
最新申報
2026/8/13

2021 年第 3 季持倉

持倉截至 2021/9/30，2021/10/22 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。

機構總覽
持股檔數
86
較 2021 年第 2 季 −241
總值
$3.59 億
較 2021 年第 2 季 −$371.5 萬 (−1.0%)
申報日
2021/10/22
SEC
Beck Bode, LLC 在 2021 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
NVDANVIDIA CorpStock96,591$2,001 萬5.6%−1,633−1.7%減碼依 4 比 1 拆股換算歷史
MSFTMicrosoft CorpStock55,821$1,574 萬4.4%−131−0.2%減碼歷史
METAMeta Platforms, Inc.Stock40,780$1,384 萬3.9%+396+1.0%加碼歷史
NEENextera Energy IncStock172,839$1,357 萬3.8%−7,096−3.9%減碼歷史
NINisource Inc.COM522,221$1,265 萬3.5%−16,692−3.1%減碼歷史
AWKAmerican Water Works Company, Inc.Stock73,997$1,251 萬3.5%−2,047−2.7%減碼歷史
AESAES CorpStock511,607$1,168 萬3.3%−10,267−2.0%減碼歷史
STZConstellation Brands, Inc.Stock54,208$1,142 萬3.2%+2,260+4.4%加碼歷史
VZVerizon Communications IncStock211,091$1,140 萬3.2%+8,667+4.3%加碼歷史
OGEOGE Energy Corp.COM345,611$1,139 萬3.2%+344,531+31,901.0%加碼歷史
Atlantica Sustainable Infr PG0751N103SHS321,433$1,109 萬3.1%−7,801−2.4%減碼–
ETREntergy CorpCOM111,443$1,107 萬3.1%+1,075+1.0%加碼歷史
HEHawaiian Electric Industries IncCOM264,362$1,079 萬3.0%+261,821+10,303.9%加碼歷史
VSTVistra Corp.Stock618,265$1,057 萬2.9%+615,413+21,578.3%加碼歷史
VRTXVertex Pharmaceuticals IncStock53,823$976.3 萬2.7%+53,813+538,130.0%加碼歷史
SONOSonos IncCOM275,958$893.0 萬2.5%+5,690+2.1%加碼歷史
AAgilent Technologies, Inc.COM55,082$867.7 萬2.4%+2,073+3.9%加碼歷史
AVTRAvantor, Inc.COM199,214$814.8 萬2.3%−3,234−1.6%減碼歷史
ABBNYABB LtdSPONSORED ADR238,503$795.6 萬2.2%+15,628+7.0%加碼歷史
MRVIMaravai Lifesciences Holdings, Inc.COM CL A160,064$785.6 萬2.2%+160,064新進歷史
PLYAPlaya Hotels & Resorts N.V.SHS935,121$775.2 萬2.2%+935,121新進歷史
REGNRegeneron Pharmaceuticals, Inc.COM12,681$767.4 萬2.1%−191−1.5%減碼歷史
CRWDCrowdStrike Holdings, Inc.Stock30,175$741.6 萬2.1%−872−2.8%減碼歷史
WECWec Energy Group, Inc.Stock83,035$732.4 萬2.0%+8,503+11.4%加碼歷史
ZSZscaler, Inc.Stock27,688$726.0 萬2.0%+978+3.7%加碼歷史
AAPLApple Inc.Stock46,266$654.7 萬1.8%−968−2.0%減碼歷史
NBIXNeurocrine Biosciences IncStock62,740$601.7 萬1.7%+62,740新進歷史
ISRGIntuitive Surgical IncCOM NEW5,732$569.8 萬1.6%+385+7.2%加碼歷史
UTHRUnited Therapeutics CorpCOM28,286$522.1 萬1.5%+28,286新進歷史
LUNGPulmonx CorpCOM128,339$461.8 萬1.3%+11,897+10.2%加碼歷史
ABBVAbbVie Inc.Stock40,610$438.1 萬1.2%−191−0.5%減碼歷史
FDXFedEx CorpStock19,481$427.2 萬1.2%+739+3.9%加碼歷史
ONEM1Life Healthcare IncCOM188,589$381.9 萬1.1%+188,589新進歷史
DRVNDriven Brands Holdings Inc.COM118,414$342.1 萬1.0%+118,414新進歷史
AXSMAxsome Therapeutics, Inc.COM102,127$336.6 萬0.9%+102,127新進歷史
FTVFortive CorpStock47,217$333.2 萬0.9%+47,217新進歷史
DDOGDatadog, Inc.CL A COM21,661$306.2 萬0.9%−12,500−36.6%減碼歷史
FTNTFortinet, Inc.Stock8,917$260.4 萬0.7%−105−1.2%減碼歷史
LOWLowes Companies IncStock11,839$240.2 萬0.7%+558+4.9%加碼歷史
NARIInari Medical, Inc.Stock27,853$225.9 萬0.6%+27,853新進歷史
ROKRockwell Automation, IncStock6,206$182.5 萬0.5%+366+6.3%加碼歷史
SPBSpectrum Brands Holdings, Inc.COM19,013$181.9 萬0.5%+966+5.4%加碼歷史
XRAYDentsply Sirona Inc.Stock26,887$156.1 萬0.4%+1,172+4.6%加碼歷史
FISVFiserv IncStock14,007$152.0 萬0.4%+14,007新進歷史
AUDCAudiocodes LtdORD46,296$150.6 萬0.4%+4,506+10.8%加碼歷史
APHAmphenol CorpCL A19,888$145.6 萬0.4%+3,233+19.4%加碼歷史
CVSCVS Health CorpStock16,599$140.9 萬0.4%+717+4.5%加碼歷史
RAREUltragenyx Pharmaceutical Inc.COM14,990$135.2 萬0.4%+14,990新進歷史
TELTE Connectivity plcREG SHS9,673$132.7 萬0.4%+547+6.0%加碼歷史
STXSeagate Technology Holdings plcORD SHS15,454$127.5 萬0.4%+654+4.4%加碼歷史
NVSTEnvista Holdings CorpCOM23,373$97.7 萬0.3%+23,373新進歷史
QRVOQorvo, Inc.Stock5,211$87.1 萬0.2%+441+9.2%加碼歷史
GILGildan Activewear Inc.Stock22,984$83.9 萬0.2%+22,984新進歷史
ONOn Semiconductor CorpStock17,570$80.4 萬0.2%+464+2.7%加碼歷史
MIMEMimecast LtdORD SHS11,997$76.3 萬0.2%+86+0.7%加碼歷史
XOMExxonMobil Holdings CorpCOM12,819$75.4 萬0.2%−108,077−89.4%減碼歷史
RTXRTX CorpStock8,611$74.0 萬0.2%+100+1.2%加碼歷史
ICLRIcon PLCCOM2,754$72.2 萬0.2%+332+13.7%加碼歷史
PNCPNC Financial Services Group, Inc.Stock3,417$66.9 萬0.2%+147+4.5%加碼歷史
PFEPfizer IncStock13,592$58.5 萬0.2%−74−0.5%減碼歷史
GOOGLAlphabet Inc.Stock213$56.9 萬0.2%00.0%不變歷史
CSCOCisco Systems, Inc.Stock9,862$53.7 萬0.1%+10.0%加碼歷史
EWEdwards Lifesciences CorpStock4,508$51.0 萬0.1%+223+5.2%加碼歷史
WMTWalmart Inc.Stock3,407$47.5 萬0.1%−28−0.8%減碼歷史
Fidelity MSCI Utilities Index ETF316092865ETF11,500$47.3 萬0.1%00.0%不變–
DGXQuest Diagnostics IncCOM3,132$45.5 萬0.1%+60+2.0%加碼歷史
TSLATesla, Inc.Stock469$36.4 萬0.1%00.0%不變歷史
BACBank of America CorpStock8,232$34.9 萬0.1%−329−3.8%減碼歷史
DEDeere & CoStock944$31.6 萬0.1%+16+1.7%加碼歷史
HDHome Depot, Inc.Stock960$31.5 萬0.1%+5+0.5%加碼歷史
UNHUnitedHealth Group IncStock803$31.4 萬0.1%−9−1.1%減碼歷史
BMYBristol Myers Squibb CoStock5,231$31.0 萬0.1%−1,853−26.2%減碼歷史
PKGPackaging Corp of AmericaStock2,241$30.8 萬0.1%+2,241新進歷史
DOWDow Inc.Stock4,911$28.3 萬0.1%−12−0.2%減碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF4,062$25.9 萬0.1%−165−3.9%減碼–
PGProcter & Gamble CoStock1,831$25.6 萬0.1%−27−1.5%減碼歷史
DUKDuke Energy CORPStock2,502$24.4 萬0.1%−23−0.9%減碼歷史
TXNTexas Instruments IncStock1,259$24.2 萬0.1%+1,259新進歷史
CLXClorox CoStock1,406$23.3 萬0.1%+1,306+1,306.0%加碼歷史
SPYSPDR S&P 500 ETF TrustETF525$22.5 萬0.1%−15−2.8%減碼歷史
JNJJohnson & JohnsonStock1,370$22.1 萬0.1%+148+12.1%加碼歷史
TAT&T Inc.Stock7,966$21.5 萬0.1%+6+0.1%加碼歷史
WMWaste Management IncStock1,427$21.3 萬0.1%00.0%不變歷史
TMOThermo Fisher Scientific Inc.Stock365$20.9 萬0.1%00.0%不變歷史
MCDMcDonalds CorpStock850$20.5 萬0.1%00.0%不變歷史
GRMNGarmin LtdSHS1,299$20.2 萬0.1%+1,299新進歷史

2021 年第 2 季之後清倉（257 檔）

2021 年第 2 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 257 檔。

Beck Bode, LLC 在 2021 年第 2 季之後清倉的部位
證券類別2021 年第 2 季股數2021 年第 2 季市值2021 年第 2 季佔組合 %紀錄
ACHAccendra Health IncStock314,361$1,331 萬3.7%歷史
NGGNational Grid PLCSPONSORED ADR NE201,480$1,288 萬3.6%歷史
WTRGEssential Utilities, Inc.COM253,110$1,157 萬3.2%歷史
PORPortland General Electric CoCOM NEW237,229$1,093 萬3.0%歷史
AMZNAmazon Com IncStock2,761$949.8 萬2.6%歷史
LPXLouisiana-Pacific CorpCOM130,835$788.8 萬2.2%歷史
NFLXNetflix IncStock10,577$558.7 萬1.5%歷史
ADIAnalog Devices IncStock29,168$502.2 萬1.4%歷史
MOSMosaic CoCOM86,776$276.9 萬0.8%歷史
IPInternational Paper CoCOM15,801$96.9 萬0.3%歷史
DFSDiscover Financial ServicesCOM6,520$77.1 萬0.2%歷史
BCCBoise Cascade CoCOM11,890$69.4 萬0.2%歷史
BHPBHP Group LtdADR3,052$22.2 萬0.1%歷史
LULUlululemon athletica inc.Stock518$18.9 萬0.1%歷史
EXCExelon CorpStock4,257$18.9 萬0.1%歷史
MTDMettler Toledo International IncCOM127$17.6 萬<0.1%歷史
MOAltria Group, Inc.Stock3,617$17.2 萬<0.1%歷史
JPMJPMorgan Chase & CoStock1,094$17.0 萬<0.1%歷史
TGTTarget CorpStock646$15.6 萬<0.1%歷史
BAXBaxter International IncStock1,800$14.5 萬<0.1%歷史
DTEDte Energy CoCOM1,080$14.0 萬<0.1%歷史
BURLBurlington Stores, Inc.COM429$13.8 萬<0.1%歷史
DISWalt Disney CoStock777$13.6 萬<0.1%歷史
AEPAmerican Electric Power Co IncStock1,549$13.1 萬<0.1%歷史
NTNXNutanix, Inc.Stock3,339$12.8 萬<0.1%歷史
ABTAbbott LaboratoriesStock1,088$12.6 萬<0.1%歷史
MRKMerck & Co., Inc.Stock1,602$12.5 萬<0.1%歷史
THCTenet Healthcare CorpCOM NEW1,800$12.1 萬<0.1%歷史
ENBEnbridge IncStock2,810$11.3 萬<0.1%歷史
WBAWalgreens Boots Alliance, Inc.COM2,000$10.5 萬<0.1%歷史
WSTWest Pharmaceutical Services IncCOM285$10.2 萬<0.1%歷史
HONHoneywell International IncCOM450$9.90 萬<0.1%歷史
PPGPPG Industries IncStock562$9.50 萬<0.1%歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF2,583$9.50 萬<0.1%–
PYPLPayPal Holdings, Inc.Stock325$9.50 萬<0.1%歷史
WWayfair Inc.CL A302$9.50 萬<0.1%歷史
NRGNRG Energy, Inc.Stock2,322$9.40 萬<0.1%歷史
EVRGEvergy, Inc.Stock1,519$9.20 萬<0.1%歷史
UPSUnited Parcel Service IncStock435$9.00 萬<0.1%歷史
BRK.BBerkshire Hathaway IncStock317$8.80 萬<0.1%歷史
SRESempraStock654$8.70 萬<0.1%歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF684$8.60 萬<0.1%–
CIGEnergy Co of Minas GeraisSP ADR N-V PFD35,961$8.60 萬<0.1%歷史
iShares Select Dividend ETF464287168ETF728$8.50 萬<0.1%–
BKHBlack Hills CorpCOM1,160$7.60 萬<0.1%歷史
WENWendy's CoStock3,163$7.40 萬<0.1%歷史
KOCoca Cola CoStock1,358$7.30 萬<0.1%歷史
WDCWestern Digital CorpCOM996$7.10 萬<0.1%歷史
Invesco QQQ Trust Series I46090E103ETF192$6.80 萬<0.1%–
GMGeneral Motors CoCOM1,151$6.80 萬<0.1%歷史
CCitigroup IncStock935$6.60 萬<0.1%歷史
GEGeneral Electric CoCOM4,515$6.10 萬<0.1%歷史
iShares Tr464287689RUSSELL 3000 ETF236$6.00 萬<0.1%–
TTETotalEnergies SESPONSORED ADS1,334$6.00 萬<0.1%歷史
NVEENV5 Global, Inc.COM628$5.90 萬<0.1%歷史
Schwab U.S. Large-Cap ETF808524201ETF558$5.80 萬<0.1%–
iShares Tr464287184CHINA LG-CAP ETF1,200$5.60 萬<0.1%–
DDDuPont de Nemours, Inc.COM727$5.60 萬<0.1%歷史
RMDResmed IncCOM219$5.40 萬<0.1%歷史
ORANYOrangeSPONSORED ADR4,750$5.40 萬<0.1%歷史
MKCMcCormick & Co IncStock600$5.30 萬<0.1%歷史
Vanguard Ftse Developed Markets ETF921943858ETF1,023$5.30 萬<0.1%–
CDNSCadence Design Systems IncStock382$5.20 萬<0.1%歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1150$5.20 萬<0.1%歷史
iShares Core S&P 500 ETF464287200ETF118$5.10 萬<0.1%–
ODFLOld Dominion Freight Line, Inc.COM195$4.90 萬<0.1%歷史
MRNAModerna, Inc.Stock206$4.80 萬<0.1%歷史
AMDAdvanced Micro Devices IncStock493$4.60 萬<0.1%歷史
MSMorgan StanleyStock500$4.60 萬<0.1%歷史
SHOPShopify Inc.Stock31$4.50 萬<0.1%歷史
HUMHumana IncStock100$4.40 萬<0.1%歷史
Vanguard Morningstar Small-Cap ETF922908751ETF191$4.30 萬<0.1%–
MARMarriott International IncStock309$4.20 萬<0.1%歷史
Vanguard Morningstar Value ETF922908744ETF298$4.10 萬<0.1%–
COSTCostco Wholesale CorpStock100$4.00 萬<0.1%歷史
NIONIO Inc.ADR756$4.00 萬<0.1%歷史
Vanguard Morningstar Growth ETF922908736ETF138$4.00 萬<0.1%–
COPConocoPhillipsStock651$4.00 萬<0.1%歷史
Invesco Exchange Traded FD T46137V142WATER RES ETF750$4.00 萬<0.1%–
ATOAtmos Energy CorpCOM411$3.90 萬<0.1%歷史
YORWYork Water CoCOM850$3.90 萬<0.1%歷史
XYZBlock, Inc.CL A155$3.80 萬<0.1%歷史
GISGeneral Mills IncStock605$3.70 萬<0.1%歷史
MCKMcKesson CorpStock196$3.70 萬<0.1%歷史
QCOMQualcomm IncStock250$3.60 萬<0.1%歷史
BIIBBiogen Inc.COM100$3.50 萬<0.1%歷史
MFCManulife Financial CorpCOM1,772$3.50 萬<0.1%歷史
DLTRDollar Tree, Inc.COM342$3.40 萬<0.1%歷史
CTVACorteva, Inc.Stock737$3.30 萬<0.1%歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF592$3.20 萬<0.1%–
Royal Dutch Shell PLC780259206SPONS ADR A800$3.20 萬<0.1%–
WFCWells Fargo & CompanyStock681$3.10 萬<0.1%歷史
VODVodafone Group Public Ltd CoADR1,815$3.10 萬<0.1%歷史
BIDUBaidu, Inc.ADR150$3.10 萬<0.1%歷史
GHGuardant Health, Inc.COM250$3.10 萬<0.1%歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF125$3.00 萬<0.1%–
GOOGAlphabet Inc.Stock12$3.00 萬<0.1%歷史
KHCKraft Heinz CoStock741$3.00 萬<0.1%歷史
HPQHP IncStock992$3.00 萬<0.1%歷史
CMSCMS Energy CorpCOM511$3.00 萬<0.1%歷史