Beck Bode, LLC
- SEC CIK
- 0001790548
- 最新申報
- 2026/8/13
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/29 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 229
- 較 2022 年第 1 季 +80
- 總值
- $4.70 億
- 較 2022 年第 1 季 +$2,620 萬 (+5.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 91,873 | $2,360 萬 | 5.0% | +2,276+2.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 114,832 | $1,570 萬 | 3.3% | −4,620−3.9% | 減碼 | 歷史 |
| VSTVistra Corp. | Stock | 669,033 | $1,529 萬 | 3.3% | +61,829+10.2% | 加碼 | 歷史 |
| NINisource Inc. | COM | 492,858 | $1,453 萬 | 3.1% | −9,296−1.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 92,886 | $1,408 萬 | 3.0% | −3,205−3.3% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 181,380 | $1,405 萬 | 3.0% | +13,156+7.8% | 加碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 251,209 | $1,152 萬 | 2.5% | +251,209 | 新進 | 歷史 |
| LADLithia Motors Inc | COM | 41,887 | $1,151 萬 | 2.4% | −1,004−2.3% | 減碼 | 歷史 |
| AESAES Corp | Stock | 533,271 | $1,120 萬 | 2.4% | +21,301+4.2% | 加碼 | 歷史 |
| PORPortland General Electric Co | COM NEW | 231,499 | $1,119 萬 | 2.4% | +231,499 | 新進 | 歷史 |
| Atlantica Sustainable Infr PG0751N103 | SHS | 340,179 | $1,097 萬 | 2.3% | +12,425+3.8% | 加碼 | – |
| NGGNational Grid PLC | SPONSORED ADR NE | 161,199 | $1,043 萬 | 2.2% | +3,399+2.2% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 146,987 | $1,040 萬 | 2.2% | +146,987 | 新進 | 歷史 |
| AAgilent Technologies, Inc. | COM | 80,324 | $954.0 萬 | 2.0% | +24,582+44.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 17,029 | $925.1 萬 | 2.0% | +1,230+7.8% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 201,389 | $824.1 萬 | 1.8% | +201,389 | 新進 | – |
| EXCExelon Corp | Stock | 171,918 | $779.1 萬 | 1.7% | +163,136+1,857.6% | 加碼 | 歷史 |
| STNGScorpio Tankers Inc. | SHS | 225,644 | $778.7 萬 | 1.7% | −162,738−41.9% | 減碼 | 歷史 |
| AVTAvnet Inc | COM | 175,855 | $753.9 萬 | 1.6% | −16,534−8.6% | 減碼 | 歷史 |
| Fidelity Covington Trust316092832 | DIVID ETF RISI | 192,710 | $744.4 萬 | 1.6% | +192,710 | 新進 | – |
| GTMZoomInfo Technologies Inc. | Stock | 218,043 | $724.9 萬 | 1.5% | +6,711+3.2% | 加碼 | 歷史 |
| PLYAPlaya Hotels & Resorts N.V. | SHS | 1,022,749 | $702.6 萬 | 1.5% | −41,106−3.9% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 151,280 | $658.5 萬 | 1.4% | +151,280 | 新進 | 歷史 |
| FTNTFortinet, Inc. | Stock | 115,717 | $654.8 萬 | 1.4% | +49,352+74.4% | 加碼依 5 比 1 拆股換算 | 歷史 |
| TTCToro Co | COM | 75,657 | $573.4 萬 | 1.2% | +12,926+20.6% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 11,979 | $560.7 萬 | 1.2% | +11,979 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 76,877 | $537.1 萬 | 1.1% | +4,662+6.5% | 加碼 | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 178,916 | $508.3 萬 | 1.1% | +10,947+6.5% | 加碼 | 歷史 |
| EFOREverforth Inc | COM | 54,698 | $493.5 萬 | 1.1% | −3,307−5.7% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 42,557 | $484.8 萬 | 1.0% | +1,759+4.3% | 加碼 | – |
| PSXPhillips 66 | Stock | 58,053 | $476.0 萬 | 1.0% | +26,069+81.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,564 | $474.0 萬 | 1.0% | +11,876+1,726.2% | 加碼 | 歷史 |
| Fidelity Covington Trust316092386 | STOCK FOR INFL | 149,534 | $435.1 萬 | 0.9% | +149,534 | 新進 | – |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 91,096 | $411.1 萬 | 0.9% | +79,596+692.1% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 8,528 | $408.7 萬 | 0.9% | +3,587+72.6% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 18,689 | $405.0 萬 | 0.9% | −1,216−6.1% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 120,475 | $396.1 萬 | 0.8% | +120,475 | 新進 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 69,395 | $384.8 萬 | 0.8% | +69,395 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E404 | CEF INM COMPSI | 190,692 | $360.8 萬 | 0.8% | +190,692 | 新進 | – |
| SWAVShockwave Medical, Inc. | COM | 17,548 | $335.5 萬 | 0.7% | +10,432+146.6% | 加碼 | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 121,503 | $334.6 萬 | 0.7% | −254−0.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,699 | $316.4 萬 | 0.7% | −359−7.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 9,426 | $305.6 萬 | 0.7% | +9,426 | 新進 | 歷史 |
| FOURShift4 Payments, Inc. | CL A | 92,287 | $305.1 萬 | 0.6% | +33,352+56.6% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 17,795 | $299.8 萬 | 0.6% | +220+1.3% | 加碼 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 34,734 | $297.8 萬 | 0.6% | +34,734 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 18,448 | $267.1 萬 | 0.6% | +12,464+208.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 31,085 | $266.2 萬 | 0.6% | +16,990+120.5% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 23,097 | $250.9 萬 | 0.5% | +4,246+22.5% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 42,424 | $249.8 萬 | 0.5% | +32,381+322.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,583 | $235.4 萬 | 0.5% | +3,720+431.1% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 46,478 | $233.8 萬 | 0.5% | +27,483+144.7% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 10,263 | $233.3 萬 | 0.5% | −6,139−37.4% | 減碼 | 歷史 |
| LSILife Storage, Inc. | COM | 20,619 | $230.2 萬 | 0.5% | +1,462+7.6% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 9,417 | $228.7 萬 | 0.5% | +399+4.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 9,084 | $224.3 萬 | 0.5% | +270+3.1% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 54,113 | $221.1 萬 | 0.5% | +54,113 | 新進 | – |
| CICigna Group | Stock | 8,293 | $218.5 萬 | 0.5% | +8,293 | 新進 | 歷史 |
| FIVEFive Below, Inc | COM | 17,790 | $201.8 萬 | 0.4% | −214−1.2% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 5,611 | $183.0 萬 | 0.4% | +704+14.3% | 加碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 11,466 | $180.5 萬 | 0.4% | +324+2.9% | 加碼 | 歷史 |
| SNXTD Synnex Corp | COM | 19,149 | $174.4 萬 | 0.4% | +2,510+15.1% | 加碼 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 61,338 | $164.1 萬 | 0.3% | +61,338 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 732 | $159.5 萬 | 0.3% | −21−2.8% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 16,147 | $153.8 萬 | 0.3% | +50.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 14,165 | $150.4 萬 | 0.3% | +2,405+20.5% | 加碼依 20 比 1 拆股換算 | 歷史 |
| PGZPrincipal Real Estate Income Fund | SHS BEN INT | 116,351 | $150.1 萬 | 0.3% | +116,351 | 新進 | 歷史 |
| YETIYETI Holdings, Inc. | COM | 34,217 | $148.1 萬 | 0.3% | +2,877+9.2% | 加碼 | 歷史 |
| NTRNutrien Ltd. | COM | 18,560 | $147.9 萬 | 0.3% | +14,604+369.2% | 加碼 | 歷史 |
| CLSCelestica Inc | SUB VTG SHS | 150,523 | $146.4 萬 | 0.3% | −3,572−2.3% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 22,499 | $144.8 萬 | 0.3% | −627−2.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,433 | $144.5 萬 | 0.3% | +9,433 | 新進 | 歷史 |
| VanEck ETF Trust92189F411 | BDC INCOME ETF | 94,830 | $143.2 萬 | 0.3% | +94,830 | 新進 | – |
| WSTWest Pharmaceutical Services Inc | COM | 4,632 | $140.0 萬 | 0.3% | −80−1.7% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 4,934 | $139.0 萬 | 0.3% | +4,065+467.8% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 75,480 | $135.3 萬 | 0.3% | +75,480 | 新進 | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 94,405 | $132.5 萬 | 0.3% | +6,914+7.9% | 加碼 | 歷史 |
| KSSKOHLS Corp | Stock | 36,324 | $129.6 萬 | 0.3% | +958+2.7% | 加碼 | 歷史 |
| CALMCal-Maine Foods Inc | COM NEW | 25,796 | $127.5 萬 | 0.3% | +25,796 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 8,839 | $122.5 萬 | 0.3% | +1,452+19.7% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 11,034 | $121.9 萬 | 0.3% | +11,034 | 新進 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 55,251 | $115.4 萬 | 0.2% | +55,251 | 新進 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 7,583 | $113.8 萬 | 0.2% | −439−5.5% | 減碼 | 歷史 |
| iShares Tr464288372 | GLB INFRASTR ETF | 23,194 | $108.4 萬 | 0.2% | +764+3.4% | 加碼 | – |
| Signature BK New York N Y82669G104 | COM | 5,949 | $106.6 萬 | 0.2% | +536+9.9% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 8,991 | $105.8 萬 | 0.2% | −114−1.3% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 5,872 | $104.2 萬 | 0.2% | −7,657−56.6% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 10,719 | $99.3 萬 | 0.2% | −8,807−45.1% | 減碼 | 歷史 |
| ProShares Tr74347B235 | PSHS SHORT DOW30 | 26,920 | $97.5 萬 | 0.2% | +359+1.4% | 加碼 | – |
| WRBBerkley W R Corp | COM | 14,044 | $95.9 萬 | 0.2% | +14,044 | 新進 | 歷史 |
| VVisa Inc. | Stock | 4,732 | $93.2 萬 | 0.2% | +7+0.1% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 6,996 | $93.1 萬 | 0.2% | +6,996 | 新進 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 6,130 | $88.9 萬 | 0.2% | +6,130 | 新進 | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 11,910 | $85.7 萬 | 0.2% | +11,910 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 5,300 | $85.5 萬 | 0.2% | +484+10.0% | 加碼 | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 51,655 | $85.2 萬 | 0.2% | +2,404+4.9% | 加碼 | – |
| MRNAModerna, Inc. | Stock | 5,901 | $84.3 萬 | 0.2% | +511+9.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,862 | $83.4 萬 | 0.2% | −1,120−14.0% | 減碼 | 歷史 |
| Broadcom Inc.11135F200 | COM | 554 | $83.3 萬 | 0.2% | +554 | 新進 | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 10,662 | $82.7 萬 | 0.2% | +10,662 | 新進 | – |
2022 年第 1 季之後清倉（30 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CMSCMS Energy Corp | COM | 183,978 | $1,287 萬 | 2.9% | 歷史 |
| DDominion Energy, Inc | Stock | 147,082 | $1,250 萬 | 2.8% | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 265,642 | $1,124 萬 | 2.5% | 歷史 |
| NRGNRG Energy, Inc. | Stock | 203,354 | $780.1 萬 | 1.8% | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 23,914 | $467.9 萬 | 1.1% | 歷史 |
| APTVAptiv PLC | SHS | 36,398 | $435.7 萬 | 1.0% | 歷史 |
| BAXBaxter International Inc | Stock | 54,298 | $421.0 萬 | 0.9% | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 15,944 | $105.8 萬 | 0.2% | 歷史 |
| ALCAlcon Inc | Stock | 10,101 | $80.1 萬 | 0.2% | 歷史 |
| NFLXNetflix Inc | Stock | 1,732 | $64.9 萬 | 0.1% | 歷史 |
| CNXCConcentrix Corp | Stock | 3,769 | $62.8 萬 | 0.1% | 歷史 |
| POOLPool Corp | COM | 1,007 | $42.6 萬 | 0.1% | 歷史 |
| BACBank of America Corp | Stock | 9,128 | $37.6 萬 | 0.1% | 歷史 |
| BABoeing Co | Stock | 1,626 | $31.1 萬 | 0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,650 | $30.3 萬 | 0.1% | 歷史 |
| DISWalt Disney Co | Stock | 2,142 | $29.4 萬 | 0.1% | 歷史 |
| HSYHershey Co | COM | 1,353 | $29.3 萬 | 0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 2,493 | $27.8 萬 | 0.1% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 831 | $25.1 萬 | 0.1% | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,474 | $24.8 萬 | 0.1% | – |
| GMGeneral Motors Co | COM | 5,477 | $24.0 萬 | 0.1% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,468 | $23.3 萬 | 0.1% | – |
| WMWaste Management Inc | Stock | 1,467 | $23.3 萬 | 0.1% | 歷史 |
| VZVerizon Communications Inc | Stock | 4,480 | $22.8 萬 | 0.1% | 歷史 |
| iShares Tr46435G334 | MSCI UK ETF NEW | 6,763 | $22.7 萬 | 0.1% | – |
| OIIOceaneering International Inc | Stock | 14,725 | $22.3 萬 | 0.1% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 955 | $22.0 萬 | <0.1% | 歷史 |
| MOAltria Group, Inc. | Stock | 4,071 | $21.3 萬 | <0.1% | 歷史 |
| Exchange Traded Concepts Tru301505731 | ROBO GLB ARTIF | 5,773 | $21.3 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 2,795 | $21.1 萬 | <0.1% | – |