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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。

機構總覽
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%)
申報日
2022/7/29
SEC
Beck Bode, LLC 在 2022 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
DHRDanaher CorpStock2,034$51.6 萬0.1%+2,034新進歷史
QCOMQualcomm IncStock4,081$52.1 萬0.1%+95+2.4%加碼歷史
iShares Tr464288646ISHS 1-5YR INVS10,450$52.8 萬0.1%−1,451−12.2%減碼–
ONEM1Life Healthcare IncCOM68,589$53.8 萬0.1%00.0%不變歷史
TGTTarget CorpStock3,824$54.0 萬0.1%+1,625+73.9%加碼歷史
DOWDow Inc.Stock10,523$54.3 萬0.1%+10,523新進歷史
WEIBO Corp948596AC5NOTE 1.250%11/1571,000$56.2 萬0.1%+571,000新進–
ProShares Tr74347B714SHORT QQQ NEW39,268$56.5 萬0.1%−2,049−5.0%減碼–
PKGPackaging Corp of AmericaStock4,209$57.9 萬0.1%+1,349+47.2%加碼歷史
Dexcom Inc252131AK3NOTE 0.250%11/1634,000$58.2 萬0.1%+634,000新進–
Western Digital Corp958102AP0NOTE 1.500% 2/0619,000$58.8 萬0.1%+619,000新進–
RTXRTX CorpStock6,222$59.8 萬0.1%+282+4.7%加碼歷史
FFord Motor CoStock54,043$60.1 萬0.1%+4,097+8.2%加碼歷史
PGProcter & Gamble CoStock4,184$60.2 萬0.1%−1,115−21.0%減碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF1,487$61.5 萬0.1%+150+11.2%加碼歷史
ODFLOld Dominion Freight Line, Inc.COM2,402$61.5 萬0.1%+2,402新進歷史
ITGartner IncCOM2,742$66.3 萬0.1%+94+3.5%加碼歷史
DEDeere & CoStock2,266$67.9 萬0.1%+555+32.4%加碼歷史
TWLOTwilio IncCL A8,156$68.4 萬0.1%−2,462−23.2%減碼歷史
ACIAlbertsons Companies, Inc.COMMON STOCK26,420$70.9 萬0.2%−61−0.2%減碼歷史
LHLabcorp Holdings Inc.COM NEW3,110$72.9 萬0.2%+510+19.6%加碼歷史
HDHome Depot, Inc.Stock2,695$73.9 萬0.2%+1,306+94.0%加碼歷史
Nextera Energy Inc65339F796UNIT 09/01/2022S13,117$73.9 萬0.2%−123−0.9%減碼–
HQYHealthequity, Inc.COM12,128$74.5 萬0.2%−1,133−8.5%減碼歷史
SLViShares Silver TrustETF40,922$76.3 萬0.2%+1,023+2.6%加碼歷史
CCICrown Castle Inc.REIT4,586$77.2 萬0.2%+1,505+48.8%加碼歷史
VRTVVeritiv CorpCOM7,166$77.8 萬0.2%−192−2.6%減碼歷史
ADBEAdobe Inc.Stock2,138$78.3 萬0.2%−6,095−74.0%減碼歷史
BXBlackstone Inc.COM8,779$80.1 萬0.2%+8,779新進歷史
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE10,662$82.7 萬0.2%+10,662新進–
Broadcom Inc.11135F200COM554$83.3 萬0.2%+554新進–
WMTWalmart Inc.Stock6,862$83.4 萬0.2%−1,120−14.0%減碼歷史
MRNAModerna, Inc.Stock5,901$84.3 萬0.2%+511+9.5%加碼歷史
ProShares Tr74347B425SHORT S&P 500 NE51,655$85.2 萬0.2%+2,404+4.9%加碼–
METAMeta Platforms, Inc.Stock5,300$85.5 萬0.2%+484+10.0%加碼歷史
First Tr Exchange-Traded FD33733B100WTR ETF11,910$85.7 萬0.2%+11,910新進–
iShares Russell 1000 Value ETF464287598ETF6,130$88.9 萬0.2%+6,130新進–
LNGCheniere Energy, Inc.COM NEW6,996$93.1 萬0.2%+6,996新進歷史
VVisa Inc.Stock4,732$93.2 萬0.2%+7+0.1%加碼歷史
WRBBerkley W R CorpCOM14,044$95.9 萬0.2%+14,044新進歷史
ProShares Tr74347B235PSHS SHORT DOW3026,920$97.5 萬0.2%+359+1.4%加碼–
CVSCVS Health CorpStock10,719$99.3 萬0.2%−8,807−45.1%減碼歷史
JNJJohnson & JohnsonStock5,872$104.2 萬0.2%−7,657−56.6%減碼歷史
iShares Select Dividend ETF464287168ETF8,991$105.8 萬0.2%−114−1.3%減碼–
Signature BK New York N Y82669G104COM5,949$106.6 萬0.2%+536+9.9%加碼–
iShares Tr464288372GLB INFRASTR ETF23,194$108.4 萬0.2%+764+3.4%加碼–
CDNSCadence Design Systems IncStock7,583$113.8 萬0.2%−439−5.5%減碼歷史
STWDStarwood Property Trust, Inc.COM55,251$115.4 萬0.2%+55,251新進歷史
EOGEOG Resources IncStock11,034$121.9 萬0.3%+11,034新進歷史
AXPAmerican Express CoStock8,839$122.5 萬0.3%+1,452+19.7%加碼歷史
CALMCal-Maine Foods IncCOM NEW25,796$127.5 萬0.3%+25,796新進歷史
KSSKOHLS CorpStock36,324$129.6 萬0.3%+958+2.7%加碼歷史
TAKTakeda Pharmaceutical Co LtdADR94,405$132.5 萬0.3%+6,914+7.9%加碼歷史
ARCCAres Capital CorpCEF75,480$135.3 萬0.3%+75,480新進歷史
VRTXVertex Pharmaceuticals IncStock4,934$139.0 萬0.3%+4,065+467.8%加碼歷史
WSTWest Pharmaceutical Services IncCOM4,632$140.0 萬0.3%−80−1.7%減碼歷史
VanEck ETF Trust92189F411BDC INCOME ETF94,830$143.2 萬0.3%+94,830新進–
ABBVAbbVie Inc.Stock9,433$144.5 萬0.3%+9,433新進歷史
APHAmphenol CorpCL A22,499$144.8 萬0.3%−627−2.7%減碼歷史
CLSCelestica IncSUB VTG SHS150,523$146.4 萬0.3%−3,572−2.3%減碼歷史
NTRNutrien Ltd.COM18,560$147.9 萬0.3%+14,604+369.2%加碼歷史
YETIYETI Holdings, Inc.COM34,217$148.1 萬0.3%+2,877+9.2%加碼歷史
PGZPrincipal Real Estate Income FundSHS BEN INT116,351$150.1 萬0.3%+116,351新進歷史
AMZNAmazon Com IncStock14,165$150.4 萬0.3%+2,405+20.5%加碼依 20 比 1 拆股換算歷史
DDOGDatadog, Inc.CL A COM16,147$153.8 萬0.3%+50.0%加碼歷史
GOOGLAlphabet Inc.Stock732$159.5 萬0.3%−21−2.8%減碼歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD61,338$164.1 萬0.3%+61,338新進–
SNXTD Synnex CorpCOM19,149$174.4 萬0.4%+2,510+15.1%加碼歷史
JBHTHunt J B Transport Services IncCOM11,466$180.5 萬0.4%+324+2.9%加碼歷史
MCKMcKesson CorpStock5,611$183.0 萬0.4%+704+14.3%加碼歷史
FIVEFive Below, IncCOM17,790$201.8 萬0.4%−214−1.2%減碼歷史
CICigna GroupStock8,293$218.5 萬0.5%+8,293新進歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF54,113$221.1 萬0.5%+54,113新進–
MCDMcDonalds CorpStock9,084$224.3 萬0.5%+270+3.1%加碼歷史
URIUnited Rentals, Inc.COM9,417$228.7 萬0.5%+399+4.4%加碼歷史
LSILife Storage, Inc.COM20,619$230.2 萬0.5%+1,462+7.6%加碼歷史
NSCNorfolk Southern CorpStock10,263$233.3 萬0.5%−6,139−37.4%減碼歷史
ONOn Semiconductor CorpStock46,478$233.8 萬0.5%+27,483+144.7%加碼歷史
UNHUnitedHealth Group IncStock4,583$235.4 萬0.5%+3,720+431.1%加碼歷史
OXYOccidental Petroleum CorpStock42,424$249.8 萬0.5%+32,381+322.4%加碼歷史
ABTAbbott LaboratoriesStock23,097$250.9 萬0.5%+4,246+22.5%加碼歷史
XOMExxonMobil Holdings CorpCOM31,085$266.2 萬0.6%+16,990+120.5%加碼歷史
CVXChevron CorpStock18,448$267.1 萬0.6%+12,464+208.3%加碼歷史
CFCF Industries Holdings, Inc.COM34,734$297.8 萬0.6%+34,734新進歷史
GLDSPDR Gold TrustETF17,795$299.8 萬0.6%+220+1.3%加碼歷史
FOURShift4 Payments, Inc.CL A92,287$305.1 萬0.6%+33,352+56.6%加碼歷史
LLYEli Lilly & CoStock9,426$305.6 萬0.7%+9,426新進歷史
TSLATesla, Inc.Stock4,699$316.4 萬0.7%−359−7.1%減碼歷史
DRVNDriven Brands Holdings Inc.COM121,503$334.6 萬0.7%−254−0.2%減碼歷史
SWAVShockwave Medical, Inc.COM17,548$335.5 萬0.7%+10,432+146.6%加碼歷史
Invesco Exch Traded FD Tr II46138E404CEF INM COMPSI190,692$360.8 萬0.8%+190,692新進–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM69,395$384.8 萬0.8%+69,395新進–
iShares Tr464288687PFD AND INCM SEC120,475$396.1 萬0.8%+120,475新進–
ICLRIcon PLCCOM18,689$405.0 萬0.9%−1,216−6.1%減碼歷史
COSTCostco Wholesale CorpStock8,528$408.7 萬0.9%+3,587+72.6%加碼歷史
Fidelity MSCI Utilities Index ETF316092865ETF91,096$411.1 萬0.9%+79,596+692.1%加碼–
Fidelity Covington Trust316092386STOCK FOR INFL149,534$435.1 萬0.9%+149,534新進–
SPYSPDR S&P 500 ETF TrustETF12,564$474.0 萬1.0%+11,876+1,726.2%加碼歷史
PSXPhillips 66Stock58,053$476.0 萬1.0%+26,069+81.5%加碼歷史
iShares Tips Bond ETF464287176ETF42,557$484.8 萬1.0%+1,759+4.3%加碼–

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。

Beck Bode, LLC 在 2022 年第 1 季之後清倉的部位
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 CorpCOM183,978$1,287 萬2.9%歷史
DDominion Energy, IncStock147,082$1,250 萬2.8%歷史
HEHawaiian Electric Industries IncCOM265,642$1,124 萬2.5%歷史
NRGNRG Energy, Inc.Stock203,354$780.1 萬1.8%歷史
EXPEExpedia Group, Inc.Stock23,914$467.9 萬1.1%歷史
APTVAptiv PLCSHS36,398$435.7 萬1.0%歷史
BAXBaxter International IncStock54,298$421.0 萬0.9%歷史
CCOICogent Communications Holdings, Inc.COM NEW15,944$105.8 萬0.2%歷史
ALCAlcon IncStock10,101$80.1 萬0.2%歷史
NFLXNetflix IncStock1,732$64.9 萬0.1%歷史
CNXCConcentrix CorpStock3,769$62.8 萬0.1%歷史
POOLPool CorpCOM1,007$42.6 萬0.1%歷史
BACBank of America CorpStock9,128$37.6 萬0.1%歷史
BABoeing CoStock1,626$31.1 萬0.1%歷史
TXNTexas Instruments IncStock1,650$30.3 萬0.1%歷史
DISWalt Disney CoStock2,142$29.4 萬0.1%歷史
HSYHershey CoCOM1,353$29.3 萬0.1%歷史
DUKDuke Energy CORPStock2,493$27.8 萬0.1%歷史
ISRGIntuitive Surgical IncCOM NEW831$25.1 萬0.1%歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF6,474$24.8 萬0.1%–
GMGeneral Motors CoCOM5,477$24.0 萬0.1%歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF1,468$23.3 萬0.1%–
WMWaste Management IncStock1,467$23.3 萬0.1%歷史
VZVerizon Communications IncStock4,480$22.8 萬0.1%歷史
iShares Tr46435G334MSCI UK ETF NEW6,763$22.7 萬0.1%–
OIIOceaneering International IncStock14,725$22.3 萬0.1%歷史
STZConstellation Brands, Inc.Stock955$22.0 萬<0.1%歷史
MOAltria Group, Inc.Stock4,071$21.3 萬<0.1%歷史
Exchange Traded Concepts Tru301505731ROBO GLB ARTIF5,773$21.3 萬<0.1%–
Invesco Exch Traded FD Tr II46138G706SOLAR ETF2,795$21.1 萬<0.1%–