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Beck Bode, LLC

SEC CIK
0001790548
最新申報
2026/8/13

2022 年第 1 季持倉

持倉截至 2022/3/31,2022/5/2 申報。只含多頭部位,變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
149
較 2021 年第 4 季 +63
總值
$4.44 億
較 2021 年第 4 季 +$4,407 萬 (+11.0%)
申報日
2022/5/2
SEC
Beck Bode, LLC 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
MMTAberdeen Multi-Market Income FundSH BEN INT12,371$6.60 萬<0.1%+12,371新進歷史
Invesco Exch Traded FD Tr II46138G706SOLAR ETF2,795$21.1 萬<0.1%+2,795新進–
MOAltria Group, Inc.Stock4,071$21.3 萬<0.1%+4,071新進歷史
Exchange Traded Concepts Tru301505731ROBO GLB ARTIF5,773$21.3 萬<0.1%+5,773新進–
STZConstellation Brands, Inc.Stock955$22.0 萬<0.1%−55,943−98.3%減碼歷史
OIIOceaneering International IncStock14,725$22.3 萬0.1%+14,725新進歷史
VRTXVertex Pharmaceuticals IncStock869$22.7 萬0.1%+869新進歷史
iShares Tr46435G334MSCI UK ETF NEW6,763$22.7 萬0.1%+6,763新進–
VZVerizon Communications IncStock4,480$22.8 萬0.1%+4,480新進歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF1,468$23.3 萬0.1%+1,468新進–
WMWaste Management IncStock1,467$23.3 萬0.1%+40+2.8%加碼歷史
ZTSZoetis Inc.Stock1,239$23.4 萬0.1%+1,239新進歷史
HPQHP IncStock6,468$23.5 萬0.1%+6,468新進歷史
NVSNovartis AGADR2,722$23.9 萬0.1%+2,722新進歷史
GMGeneral Motors CoCOM5,477$24.0 萬0.1%+5,477新進歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF6,474$24.8 萬0.1%+6,474新進–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1718$24.9 萬0.1%+718新進歷史
ISRGIntuitive Surgical IncCOM NEW831$25.1 萬0.1%+831新進歷史
CRMSalesforce, Inc.Stock1,205$25.6 萬0.1%+1,205新進歷史
DUKDuke Energy CORPStock2,493$27.8 萬0.1%+10.0%加碼歷史
HOGHarley-Davidson, Inc.COM7,192$28.3 萬0.1%+56+0.8%加碼歷史
ULTAUlta Beauty, Inc.Stock715$28.5 萬0.1%+715新進歷史
TAT&T Inc.Stock12,081$28.5 萬0.1%+12,081新進歷史
GOOGAlphabet Inc.Stock104$29.0 萬0.1%+104新進歷史
HSYHershey CoCOM1,353$29.3 萬0.1%+1,353新進歷史
DISWalt Disney CoStock2,142$29.4 萬0.1%+2,142新進歷史
TXNTexas Instruments IncStock1,650$30.3 萬0.1%+212+14.7%加碼歷史
Invesco Exchange Traded FD T46137V142WATER RES ETF5,837$30.9 萬0.1%+5,837新進–
SPYSPDR S&P 500 ETF TrustETF688$31.1 萬0.1%+126+22.4%加碼歷史
BABoeing CoStock1,626$31.1 萬0.1%+1,626新進歷史
REGNRegeneron Pharmaceuticals, Inc.COM454$31.7 萬0.1%+454新進歷史
NIONIO Inc.ADR15,908$33.5 萬0.1%+15,908新進歷史
BACBank of America CorpStock9,128$37.6 萬0.1%+1,119+14.0%加碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF5,026$38.4 萬0.1%+5,026新進–
NTRNutrien Ltd.COM3,956$41.1 萬0.1%+3,956新進歷史
BMYBristol Myers Squibb CoStock5,677$41.5 萬0.1%+160+2.9%加碼歷史
HDHome Depot, Inc.Stock1,389$41.6 萬0.1%+430+44.8%加碼歷史
CATCaterpillar IncStock1,872$41.7 萬0.1%+1,872新進歷史
EXCExelon CorpStock8,782$41.8 萬0.1%+4,955+129.5%加碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF5,664$42.2 萬0.1%+1,569+38.3%加碼–
POOLPool CorpCOM1,007$42.6 萬0.1%+1,007新進歷史
UNHUnitedHealth Group IncStock863$44.0 萬0.1%+60+7.5%加碼歷史
SAHSonic Automotive IncCL A10,427$44.3 萬0.1%+10,427新進歷史
Invesco Exchange Traded FD T46137V720LEISU ENTMT ETF9,085$44.3 萬0.1%+9,085新進–
PKGPackaging Corp of AmericaStock2,860$44.6 萬0.1%+99+3.6%加碼歷史
VanEck Semiconductor ETF92189F676ETF1,678$45.3 萬0.1%+1,678新進–
TGTTarget CorpStock2,199$46.7 萬0.1%+2,199新進歷史
ProShares Tr74347B714SHORT QQQ NEW41,317$47.8 萬0.1%+41,317新進–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF5,307$53.2 萬0.1%+5,307新進–
iShares U.S. Medical Devices ETF464288810ETF8,870$54.1 萬0.1%+8,870新進–
Fidelity MSCI Utilities Index ETF316092865ETF11,500$55.1 萬0.1%00.0%不變–
CCICrown Castle Inc.REIT3,081$56.9 萬0.1%+3,081新進歷史
OXYOccidental Petroleum CorpStock10,043$57.0 萬0.1%+10,043新進歷史
CTASCintas CorpStock1,382$58.8 萬0.1%+1,382新進歷史
RTXRTX CorpStock5,940$58.8 萬0.1%−2,575−30.2%減碼歷史
QCOMQualcomm IncStock3,986$60.9 萬0.1%+3,986新進歷史
iShares Tr464288646ISHS 1-5YR INVS11,901$61.6 萬0.1%+11,901新進–
CNXCConcentrix CorpStock3,769$62.8 萬0.1%+3,769新進歷史
NFLXNetflix IncStock1,732$64.9 萬0.1%+1,732新進歷史
MDYSPDR S&P Midcap 400 ETF TrustETF1,337$65.6 萬0.1%+1,337新進歷史
LHLabcorp Holdings Inc.COM NEW2,600$68.6 萬0.2%+2,600新進歷史
ProShares Tr74347B425SHORT S&P 500 NE49,251$69.4 萬0.2%+49,251新進–
DEDeere & CoStock1,711$71.1 萬0.2%+687+67.1%加碼歷史
SPDR Series Trust78464A755ST STR SP METAL11,710$71.8 萬0.2%+11,710新進–
CSCOCisco Systems, Inc.Stock13,314$74.2 萬0.2%+3,635+37.6%加碼歷史
ONEM1Life Healthcare IncCOM68,589$76.0 萬0.2%00.0%不變歷史
ITGartner IncCOM2,648$78.8 萬0.2%+2,648新進歷史
ALCAlcon IncStock10,101$80.1 萬0.2%+10,101新進歷史
PGProcter & Gamble CoStock5,299$81.0 萬0.2%+3,508+195.9%加碼歷史
Nextera Energy Inc65339F796UNIT 09/01/2022S13,240$81.8 萬0.2%+13,240新進–
FFord Motor CoStock49,946$84.5 萬0.2%+49,946新進歷史
ProShares Tr74347B235PSHS SHORT DOW3026,561$86.8 萬0.2%+26,561新進–
ACIAlbertsons Companies, Inc.COMMON STOCK26,481$88.0 萬0.2%+26,481新進歷史
HQYHealthequity, Inc.COM13,261$89.4 萬0.2%+13,261新進歷史
SLViShares Silver TrustETF39,899$91.3 萬0.2%+39,899新進歷史
MRNAModerna, Inc.Stock5,390$92.8 萬0.2%+5,390新進歷史
CVXChevron CorpStock5,984$97.4 萬0.2%+5,984新進歷史
VRTVVeritiv CorpCOM7,358$98.3 萬0.2%+7,358新進歷史
VVisa Inc.Stock4,725$104.8 萬0.2%+4,725新進歷史
CCOICogent Communications Holdings, Inc.COM NEW15,944$105.8 萬0.2%+15,944新進歷史
METAMeta Platforms, Inc.Stock4,816$107.1 萬0.2%+4,816新進歷史
PFEPfizer IncStock21,652$112.1 萬0.3%+8,869+69.4%加碼歷史
iShares Tr464288372GLB INFRASTR ETF22,430$114.1 萬0.3%+22,430新進–
XOMExxonMobil Holdings CorpCOM14,095$116.4 萬0.3%+1,629+13.1%加碼歷史
iShares Select Dividend ETF464287168ETF9,105$116.7 萬0.3%+9,105新進–
WMTWalmart Inc.Stock7,982$118.9 萬0.3%+4,590+135.3%加碼歷史
ONOn Semiconductor CorpStock18,995$118.9 萬0.3%+440+2.4%加碼歷史
TAKTakeda Pharmaceutical Co LtdADR87,491$125.3 萬0.3%+87,491新進歷史
CDNSCadence Design Systems IncStock8,022$131.9 萬0.3%+65+0.8%加碼歷史
AXPAmerican Express CoStock7,387$138.1 萬0.3%+7,387新進歷史
SWAVShockwave Medical, Inc.COM7,116$147.6 萬0.3%+7,116新進歷史
MCKMcKesson CorpStock4,907$150.2 萬0.3%+4,907新進歷史
Signature BK New York N Y82669G104COM5,413$158.9 萬0.4%+5,413新進–
SNXTD Synnex CorpCOM16,639$171.7 萬0.4%+16,639新進歷史
APHAmphenol CorpCL A23,126$174.3 萬0.4%+139+0.6%加碼歷史
TWLOTwilio IncCL A10,618$175.0 萬0.4%+10,618新進歷史
CLSCelestica IncSUB VTG SHS154,095$183.5 萬0.4%−592−0.4%減碼歷史
YETIYETI Holdings, Inc.COM31,340$188.0 萬0.4%+1,274+4.2%加碼歷史
AMZNAmazon Com IncStock588$191.7 萬0.4%+588新進歷史
WSTWest Pharmaceutical Services IncCOM4,712$193.5 萬0.4%−8−0.2%減碼歷史

2021 年第 4 季之後清倉(29 檔)

2021 年第 4 季季末還持有、這份申報已經沒有的部位。

Beck Bode, LLC 在 2021 年第 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
AWKAmerican Water Works Company, Inc.Stock74,377$1,405 萬3.5%歷史
ETREntergy CorpCOM112,615$1,269 萬3.2%歷史
MRVLMarvell Technology, Inc.COM140,043$1,225 萬3.1%歷史
DTEDte Energy CoCOM96,942$1,159 萬2.9%歷史
BBYBest Buy Co IncStock103,081$1,047 萬2.6%歷史
ZSZscaler, Inc.Stock28,150$904.5 萬2.3%歷史
SONOSonos IncCOM286,966$855.2 萬2.1%歷史
WECWec Energy Group, Inc.Stock88,071$854.9 萬2.1%歷史
AVTRAvantor, Inc.COM201,681$849.9 萬2.1%歷史
HPEHewlett Packard Enterprise CoCOM456,209$719.4 萬1.8%歷史
CRWDCrowdStrike Holdings, Inc.Stock30,353$621.5 萬1.6%歷史
LUNGPulmonx CorpCOM135,217$433.6 萬1.1%歷史
SPOTSpotify Technology S.A.Stock17,499$409.5 萬1.0%歷史
FTVFortive CorpStock53,021$404.5 萬1.0%歷史
LOWLowes Companies IncStock12,374$319.8 萬0.8%歷史
NARIInari Medical, Inc.Stock33,384$304.7 萬0.8%歷史
SPBSpectrum Brands Holdings, Inc.COM20,007$203.5 萬0.5%歷史
STXSeagate Technology Holdings plcORD SHS16,285$184.0 萬0.5%歷史
AUDCAudiocodes LtdORD47,245$164.1 萬0.4%歷史
TELTE Connectivity plcREG SHS9,991$161.2 萬0.4%歷史
FISVFiserv IncStock14,692$152.5 萬0.4%歷史
LULUlululemon athletica inc.Stock3,694$144.6 萬0.4%歷史
GILGildan Activewear Inc.Stock28,575$121.1 萬0.3%歷史
MIMEMimecast LtdORD SHS12,412$98.8 萬0.2%歷史
EWEdwards Lifesciences CorpStock4,579$59.3 萬0.1%歷史
CLXClorox CoStock1,685$29.4 萬0.1%歷史
DOWDow Inc.Stock4,929$28.0 萬0.1%歷史
KNXKnight-Swift Transportation Holdings Inc.CL A3,554$21.7 萬0.1%歷史
MTDMettler Toledo International IncCOM127$21.6 萬0.1%歷史