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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CVSCVS Health Corp | Stock | 19,526 | $197.6 萬 | 0.4% | +881+4.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 753 | $209.4 萬 | 0.5% | +540+253.5% | 加碼 | 歷史 |
| KSSKOHLS Corp | Stock | 35,366 | $213.8 萬 | 0.5% | +35,366 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 8,814 | $217.9 萬 | 0.5% | +7,964+936.9% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 18,851 | $223.1 萬 | 0.5% | +18,851 | 新進 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 11,142 | $223.7 萬 | 0.5% | +11,142 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,529 | $239.8 萬 | 0.5% | +12,318+1,017.2% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 16,142 | $244.5 萬 | 0.6% | −600−3.6% | 減碼 | 歷史 |
| LSILife Storage, Inc. | COM | 19,157 | $269.0 萬 | 0.6% | +2,347+14.0% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 31,984 | $276.3 萬 | 0.6% | +31,984 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,941 | $284.5 萬 | 0.6% | +3,433+227.7% | 加碼 | 歷史 |
| FIVEFive Below, Inc | COM | 18,004 | $285.1 萬 | 0.6% | +18,004 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 17,575 | $317.5 萬 | 0.7% | +17,575 | 新進 | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 121,757 | $320.0 萬 | 0.7% | −4,863−3.8% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 9,018 | $320.3 萬 | 0.7% | +1,012+12.6% | 加碼 | 歷史 |
| FOURShift4 Payments, Inc. | CL A | 58,935 | $365.0 萬 | 0.8% | +58,935 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 8,233 | $375.1 萬 | 0.8% | +8,233 | 新進 | 歷史 |
| BAXBaxter International Inc | Stock | 54,298 | $421.0 萬 | 0.9% | +54,298 | 新進 | 歷史 |
| APTVAptiv PLC | SHS | 36,398 | $435.7 萬 | 1.0% | +36,398 | 新進 | 歷史 |
| FTNTFortinet, Inc. | Stock | 13,273 | $453.6 萬 | 1.0% | +4,917+58.8% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 16,402 | $467.8 萬 | 1.1% | +16,402 | 新進 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 23,914 | $467.9 萬 | 1.1% | +23,914 | 新進 | 歷史 |
| ICLRIcon PLC | COM | 19,905 | $484.1 萬 | 1.1% | +16,870+555.8% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 40,798 | $508.2 萬 | 1.1% | +40,798 | 新進 | – |
| TTCToro Co | COM | 62,731 | $536.3 萬 | 1.2% | +62,731 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 5,058 | $545.1 萬 | 1.2% | +4,585+969.3% | 加碼 | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 167,969 | $592.4 萬 | 1.3% | +2,032+1.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 72,215 | $597.4 萬 | 1.3% | +72,215 | 新進 | 歷史 |
| EFOREverforth Inc | COM | 58,005 | $677.0 萬 | 1.5% | −1,233−2.1% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 55,742 | $737.6 萬 | 1.7% | −1,842−3.2% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 203,354 | $780.1 萬 | 1.8% | +203,354 | 新進 | 歷史 |
| AVTAvnet Inc | COM | 192,389 | $780.9 萬 | 1.8% | −1,566−0.8% | 減碼 | 歷史 |
| STNGScorpio Tankers Inc. | SHS | 388,382 | $830.4 萬 | 1.9% | +388,382 | 新進 | 歷史 |
| PLYAPlaya Hotels & Resorts N.V. | SHS | 1,063,855 | $920.2 萬 | 2.1% | −17,849−1.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 15,799 | $933.2 萬 | 2.1% | +15,430+4,181.6% | 加碼 | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 265,642 | $1,124 萬 | 2.5% | −3,463−1.3% | 減碼 | 歷史 |
| Atlantica Sustainable Infr PG0751N103 | SHS | 327,754 | $1,149 萬 | 2.6% | +1,385+0.4% | 加碼 | – |
| NGGNational Grid PLC | SPONSORED ADR NE | 157,800 | $1,213 萬 | 2.7% | +157,800 | 新進 | 歷史 |
| DDominion Energy, Inc | Stock | 147,082 | $1,250 萬 | 2.8% | +147,082 | 新進 | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 211,332 | $1,263 萬 | 2.8% | −483−0.2% | 減碼 | 歷史 |
| CMSCMS Energy Corp | COM | 183,978 | $1,287 萬 | 2.9% | +183,978 | 新進 | 歷史 |
| LADLithia Motors Inc | COM | 42,891 | $1,287 萬 | 2.9% | −1,120−2.5% | 減碼 | 歷史 |
| AESAES Corp | Stock | 511,970 | $1,317 萬 | 3.0% | −2,324−0.5% | 減碼 | 歷史 |
| VSTVistra Corp. | Stock | 607,204 | $1,412 萬 | 3.2% | −15,076−2.4% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 168,224 | $1,425 萬 | 3.2% | −3,022−1.8% | 減碼 | 歷史 |
| NINisource Inc. | COM | 502,154 | $1,597 萬 | 3.6% | −19,774−3.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 119,452 | $2,086 萬 | 4.7% | +72,150+152.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 96,091 | $2,622 萬 | 5.9% | +755+0.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 89,597 | $2,762 萬 | 6.2% | +32,998+58.3% | 加碼 | 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。
| 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. | Stock | 74,377 | $1,405 萬 | 3.5% | 歷史 |
| ETREntergy Corp | COM | 112,615 | $1,269 萬 | 3.2% | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 140,043 | $1,225 萬 | 3.1% | 歷史 |
| DTEDte Energy Co | COM | 96,942 | $1,159 萬 | 2.9% | 歷史 |
| BBYBest Buy Co Inc | Stock | 103,081 | $1,047 萬 | 2.6% | 歷史 |
| ZSZscaler, Inc. | Stock | 28,150 | $904.5 萬 | 2.3% | 歷史 |
| SONOSonos Inc | COM | 286,966 | $855.2 萬 | 2.1% | 歷史 |
| WECWec Energy Group, Inc. | Stock | 88,071 | $854.9 萬 | 2.1% | 歷史 |
| AVTRAvantor, Inc. | COM | 201,681 | $849.9 萬 | 2.1% | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 456,209 | $719.4 萬 | 1.8% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 30,353 | $621.5 萬 | 1.6% | 歷史 |
| LUNGPulmonx Corp | COM | 135,217 | $433.6 萬 | 1.1% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 17,499 | $409.5 萬 | 1.0% | 歷史 |
| FTVFortive Corp | Stock | 53,021 | $404.5 萬 | 1.0% | 歷史 |
| LOWLowes Companies Inc | Stock | 12,374 | $319.8 萬 | 0.8% | 歷史 |
| NARIInari Medical, Inc. | Stock | 33,384 | $304.7 萬 | 0.8% | 歷史 |
| SPBSpectrum Brands Holdings, Inc. | COM | 20,007 | $203.5 萬 | 0.5% | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 16,285 | $184.0 萬 | 0.5% | 歷史 |
| AUDCAudiocodes Ltd | ORD | 47,245 | $164.1 萬 | 0.4% | 歷史 |
| TELTE Connectivity plc | REG SHS | 9,991 | $161.2 萬 | 0.4% | 歷史 |
| FISVFiserv Inc | Stock | 14,692 | $152.5 萬 | 0.4% | 歷史 |
| LULUlululemon athletica inc. | Stock | 3,694 | $144.6 萬 | 0.4% | 歷史 |
| GILGildan Activewear Inc. | Stock | 28,575 | $121.1 萬 | 0.3% | 歷史 |
| MIMEMimecast Ltd | ORD SHS | 12,412 | $98.8 萬 | 0.2% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 4,579 | $59.3 萬 | 0.1% | 歷史 |
| CLXClorox Co | Stock | 1,685 | $29.4 萬 | 0.1% | 歷史 |
| DOWDow Inc. | Stock | 4,929 | $28.0 萬 | 0.1% | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 3,554 | $21.7 萬 | 0.1% | 歷史 |
| MTDMettler Toledo International Inc | COM | 127 | $21.6 萬 | 0.1% | 歷史 |