Beck Bode, LLC
- SEC CIK
- 0001790548
- 最新申報
- 2026/8/13
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/7 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 86
- 較 2021 年第 3 季 0
- 總值
- $4.00 億
- 較 2021 年第 3 季 +$4,115 萬 (+11.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 95,336 | $2,804 萬 | 7.0% | −1,255−1.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 56,599 | $1,904 萬 | 4.8% | +778+1.4% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 171,246 | $1,599 萬 | 4.0% | −1,593−0.9% | 減碼 | 歷史 |
| NINisource Inc. | COM | 521,928 | $1,441 萬 | 3.6% | −293−0.1% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 56,898 | $1,428 萬 | 3.6% | +2,690+5.0% | 加碼 | 歷史 |
| VSTVistra Corp. | Stock | 622,280 | $1,417 萬 | 3.5% | +4,015+0.6% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 74,377 | $1,405 萬 | 3.5% | +380+0.5% | 加碼 | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 211,815 | $1,360 萬 | 3.4% | +211,815 | 新進 | 歷史 |
| LADLithia Motors Inc | COM | 44,011 | $1,307 萬 | 3.3% | +44,011 | 新進 | 歷史 |
| ETREntergy Corp | COM | 112,615 | $1,269 萬 | 3.2% | +1,172+1.1% | 加碼 | 歷史 |
| AESAES Corp | Stock | 514,294 | $1,250 萬 | 3.1% | +2,687+0.5% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 140,043 | $1,225 萬 | 3.1% | +140,043 | 新進 | 歷史 |
| Atlantica Sustainable Infr PG0751N103 | SHS | 326,369 | $1,167 萬 | 2.9% | +4,936+1.5% | 加碼 | – |
| DTEDte Energy Co | COM | 96,942 | $1,159 萬 | 2.9% | +96,942 | 新進 | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 269,105 | $1,117 萬 | 2.8% | +4,743+1.8% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 103,081 | $1,047 萬 | 2.6% | +103,081 | 新進 | 歷史 |
| AAgilent Technologies, Inc. | COM | 57,584 | $919.3 萬 | 2.3% | +2,502+4.5% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 28,150 | $904.5 萬 | 2.3% | +462+1.7% | 加碼 | 歷史 |
| PLYAPlaya Hotels & Resorts N.V. | SHS | 1,081,704 | $863.2 萬 | 2.2% | +146,583+15.7% | 加碼 | 歷史 |
| SONOSonos Inc | COM | 286,966 | $855.2 萬 | 2.1% | +11,008+4.0% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 88,071 | $854.9 萬 | 2.1% | +5,036+6.1% | 加碼 | 歷史 |
| AVTRAvantor, Inc. | COM | 201,681 | $849.9 萬 | 2.1% | +2,467+1.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 47,302 | $839.9 萬 | 2.1% | +1,036+2.2% | 加碼 | 歷史 |
| AVTAvnet Inc | COM | 193,955 | $799.7 萬 | 2.0% | +193,955 | 新進 | 歷史 |
| EFOREverforth Inc | COM | 59,238 | $731.0 萬 | 1.8% | +59,238 | 新進 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 456,209 | $719.4 萬 | 1.8% | +456,209 | 新進 | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 165,937 | $695.3 萬 | 1.7% | +5,873+3.7% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 30,353 | $621.5 萬 | 1.6% | +178+0.6% | 加碼 | 歷史 |
| LUNGPulmonx Corp | COM | 135,217 | $433.6 萬 | 1.1% | +6,878+5.4% | 加碼 | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 126,620 | $425.7 萬 | 1.1% | +8,206+6.9% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 17,499 | $409.5 萬 | 1.0% | +17,499 | 新進 | 歷史 |
| FTVFortive Corp | Stock | 53,021 | $404.5 萬 | 1.0% | +5,804+12.3% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 12,374 | $319.8 萬 | 0.8% | +535+4.5% | 加碼 | 歷史 |
| NARIInari Medical, Inc. | Stock | 33,384 | $304.7 萬 | 0.8% | +5,531+19.9% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 8,356 | $300.3 萬 | 0.8% | −561−6.3% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 16,742 | $298.2 萬 | 0.7% | −4,919−22.7% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 8,006 | $266.0 萬 | 0.7% | +8,006 | 新進 | 歷史 |
| LSILife Storage, Inc. | COM | 16,810 | $257.5 萬 | 0.6% | +16,810 | 新進 | 歷史 |
| YETIYETI Holdings, Inc. | COM | 30,066 | $249.0 萬 | 0.6% | +30,066 | 新進 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 4,720 | $221.4 萬 | 0.6% | +4,720 | 新進 | 歷史 |
| SPBSpectrum Brands Holdings, Inc. | COM | 20,007 | $203.5 萬 | 0.5% | +994+5.2% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 22,987 | $201.0 萬 | 0.5% | +3,099+15.6% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 18,645 | $192.3 萬 | 0.5% | +2,046+12.3% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 16,285 | $184.0 萬 | 0.5% | +831+5.4% | 加碼 | 歷史 |
| CLSCelestica Inc | SUB VTG SHS | 154,687 | $172.2 萬 | 0.4% | +154,687 | 新進 | 歷史 |
| AUDCAudiocodes Ltd | ORD | 47,245 | $164.1 萬 | 0.4% | +949+2.0% | 加碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 9,991 | $161.2 萬 | 0.4% | +318+3.3% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 14,692 | $152.5 萬 | 0.4% | +685+4.9% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 7,957 | $148.3 萬 | 0.4% | +7,957 | 新進 | 歷史 |
| LULUlululemon athletica inc. | Stock | 3,694 | $144.6 萬 | 0.4% | +3,694 | 新進 | 歷史 |
| ONOn Semiconductor Corp | Stock | 18,555 | $126.0 萬 | 0.3% | +985+5.6% | 加碼 | 歷史 |
| GILGildan Activewear Inc. | Stock | 28,575 | $121.1 萬 | 0.3% | +5,591+24.3% | 加碼 | 歷史 |
| ONEM1Life Healthcare Inc | COM | 68,589 | $120.5 萬 | 0.3% | −120,000−63.6% | 減碼 | 歷史 |
| MIMEMimecast Ltd | ORD SHS | 12,412 | $98.8 萬 | 0.2% | +415+3.5% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 3,035 | $94.0 萬 | 0.2% | +281+10.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,508 | $85.6 萬 | 0.2% | +1,508 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 12,466 | $76.3 萬 | 0.2% | −353−2.8% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 12,783 | $75.5 萬 | 0.2% | −809−6.0% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 8,515 | $73.3 萬 | 0.2% | −96−1.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 213 | $61.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,679 | $61.3 萬 | 0.2% | −183−1.9% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 4,579 | $59.3 萬 | 0.1% | +71+1.6% | 加碼 | 歷史 |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 11,500 | $53.3 萬 | 0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 473 | $50.0 萬 | 0.1% | +4+0.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,392 | $49.1 萬 | 0.1% | −15−0.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 803 | $40.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 959 | $39.8 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 2,761 | $37.6 萬 | 0.1% | +520+23.2% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 8,009 | $35.6 萬 | 0.1% | −223−2.7% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,024 | $35.1 萬 | 0.1% | +80+8.5% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,517 | $34.4 萬 | 0.1% | +286+5.5% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 1,685 | $29.4 萬 | 0.1% | +279+19.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,791 | $29.3 萬 | 0.1% | −40−2.2% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 4,095 | $29.3 萬 | 0.1% | +33+0.8% | 加碼 | – |
| DOWDow Inc. | Stock | 4,929 | $28.0 萬 | 0.1% | +18+0.4% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,438 | $27.1 萬 | 0.1% | +179+14.2% | 加碼 | 歷史 |
| HOGHarley-Davidson, Inc. | COM | 7,136 | $26.9 萬 | 0.1% | +7,136 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 562 | $26.7 萬 | 0.1% | +37+7.0% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,492 | $26.1 萬 | 0.1% | −10−0.4% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 369 | $24.6 萬 | 0.1% | +4+1.1% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,427 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 850 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 3,827 | $22.1 萬 | 0.1% | +3,827 | 新進 | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 3,554 | $21.7 萬 | 0.1% | +3,554 | 新進 | 歷史 |
| MTDMettler Toledo International Inc | COM | 127 | $21.6 萬 | 0.1% | +127 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,211 | $20.7 萬 | 0.1% | −159−11.6% | 減碼 | 歷史 |
2021 年第 3 季之後清倉（21 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 40,780 | $1,384 萬 | 3.9% | 歷史 |
| VZVerizon Communications Inc | Stock | 211,091 | $1,140 萬 | 3.2% | 歷史 |
| OGEOGE Energy Corp. | COM | 345,611 | $1,139 萬 | 3.2% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 53,823 | $976.3 萬 | 2.7% | 歷史 |
| ABBNYABB Ltd | SPONSORED ADR | 238,503 | $795.6 萬 | 2.2% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 12,681 | $767.4 萬 | 2.1% | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 62,740 | $601.7 萬 | 1.7% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,732 | $569.8 萬 | 1.6% | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 28,286 | $522.1 萬 | 1.5% | 歷史 |
| ABBVAbbVie Inc. | Stock | 40,610 | $438.1 萬 | 1.2% | 歷史 |
| FDXFedEx Corp | Stock | 19,481 | $427.2 萬 | 1.2% | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 102,127 | $336.6 萬 | 0.9% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 6,206 | $182.5 萬 | 0.5% | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 26,887 | $156.1 萬 | 0.4% | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 14,990 | $135.2 萬 | 0.4% | 歷史 |
| NVSTEnvista Holdings Corp | COM | 23,373 | $97.7 萬 | 0.3% | 歷史 |
| QRVOQorvo, Inc. | Stock | 5,211 | $87.1 萬 | 0.2% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,417 | $66.9 萬 | 0.2% | 歷史 |
| DGXQuest Diagnostics Inc | COM | 3,132 | $45.5 萬 | 0.1% | 歷史 |
| TAT&T Inc. | Stock | 7,966 | $21.5 萬 | 0.1% | 歷史 |
| GRMNGarmin Ltd | SHS | 1,299 | $20.2 萬 | 0.1% | 歷史 |