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Beck Bode, LLC

SEC CIK
0001790548
最新申報
2026/8/13

2022 年第 4 季持倉

持倉截至 2022/12/31,2023/2/8 申報。只含多頭部位,變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
202
較 2022 年第 3 季 −22
總值
$4.45 億
較 2022 年第 3 季 −$1,685 萬 (−3.7%)
申報日
2023/2/8
SEC
Beck Bode, LLC 在 2022 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Uber Technologies, Inc90353TAJ9NOTE 12/110,000$8,379<0.1%−8,000−44.4%減碼–
Euronet Worldwide, Inc.298736AL3NOTE 0.750% 3/110,000$9,442<0.1%−71,000−87.7%減碼–
New Relic, Inc.64829BAB6NOTE 0.500% 5/012,000$1.17 萬<0.1%−17,000−58.6%減碼–
Block, Inc.852234AJ2NOTE 5/015,000$1.23 萬<0.1%−78,000−83.9%減碼–
BridgeBio Pharma, Inc.10806XAB8NOTE 2.500% 3/134,000$1.53 萬<0.1%−62,000−64.6%減碼–
Microchip Technology Inc595017AU8NOTE 0.125%11/115,000$1.62 萬<0.1%−62,000−80.5%減碼–
Cyberark Software Ltd23248VAB1NOTE 11/118,000$1.90 萬<0.1%−38,000−67.9%減碼–
DISH Network CORP25470MAB5NOTE 3.375% 8/142,000$2.64 萬<0.1%−78,000−65.0%減碼–
Lyft, Inc.55087PAB0NOTE 1.500% 5/130,000$2.64 萬<0.1%−60,000−66.7%減碼–
Everbridge, Inc.29978AAC8NOTE 0.125%12/130,000$2.69 萬<0.1%−84,000−73.7%減碼–
Fti Consulting, Inc302941AP4NOTE 2.000% 8/118,000$2.83 萬<0.1%−43,000−70.5%減碼–
RH74967XAA1NOTE 6/122,000$3.02 萬<0.1%−40,000−64.5%減碼–
Square Inc852234AD5NOTE 0.500% 5/129,000$3.05 萬<0.1%−85,000−74.6%減碼–
Zillow Group, Inc.98954MAH4NOTE 2.750% 5/132,000$3.08 萬<0.1%−62,000−66.0%減碼–
MIDDLEBY Corp596278AB7NOTE 1.000% 9/027,000$3.19 萬<0.1%−73,000−73.0%減碼–
Chegg, Inc163092AD1NOTE 0.125% 3/135,000$3.22 萬<0.1%−83,000−70.3%減碼–
Snap Inc83304AAB2NOTE 0.750% 8/039,000$3.30 萬<0.1%−92,000−70.2%減碼–
Liveperson Inc538146AB7NOTE 0.750% 3/038,000$3.56 萬<0.1%−62,000−62.0%減碼–
Chegg, Inc163092AF6NOTE 9/047,000$3.69 萬<0.1%−128,000−73.1%減碼–
Rapid7, Inc.753422AD6NOTE 2.250% 5/039,000$3.74 萬<0.1%−82,000−67.8%減碼–
iQIYI, Inc.46267XAD0NOTE 2.000% 4/047,000$3.77 萬<0.1%−123,000−72.4%減碼–
INOInovio Pharmaceuticals, Inc.COM NEW27,226$4.25 萬<0.1%+27,226新進歷史
Datadog, Inc.23804LAB9NOTE 0.125% 6/139,000$4.31 萬<0.1%−102,000−72.3%減碼–
INSMED Inc457669AB5NOTE 0.750% 6/056,000$4.54 萬<0.1%−122,000−68.5%減碼–
Solaredge Technologies, Inc.83417MAD6NOTE 9/137,000$4.62 萬<0.1%−77,000−67.5%減碼–
Zscaler, Inc.98980GAB8NOTE 0.125% 7/045,000$4.71 萬<0.1%−95,000−67.9%減碼–
HubSpot Inc443573AD2NOTE 0.375% 6/039,000$4.82 萬<0.1%−65,000−62.5%減碼–
CONMED Corp207410AF8NOTE 2.625% 2/045,000$5.10 萬<0.1%−111,000−71.2%減碼–
Benefitfocus, Inc.08180DAB2NOTE 1.250%12/155,000$5.23 萬<0.1%−126,000−69.6%減碼–
Shopify Inc.82509LAA5NOTE 0.125%11/063,000$5.36 萬<0.1%−141,000−69.1%減碼–
Alteryx, Inc.02156BAD5NOTE 0.500% 8/062,000$5.73 萬<0.1%−122,000−66.3%減碼–
Penn Natl Gaming Inc707569AU3NOTE 2.750% 5/141,000$6.00 萬<0.1%−67,000−62.0%減碼–
MongoDB, Inc.60937PAD8NOTE 0.250% 1/152,000$6.09 萬<0.1%−130,000−71.4%減碼–
Repligen Corp759916AB5NOTE 0.375% 7/140,000$6.34 萬<0.1%−66,000−62.3%減碼–
Booking Holdings Inc.09857LAN8NOTE 0.750% 5/048,000$6.44 萬<0.1%−126,000−72.4%減碼–
Etsy Inc29786AAJ5NOTE 0.125%10/043,000$6.64 萬<0.1%−99,000−69.7%減碼–
Burlington Stores, Inc.122017AB2NOTE 2.250% 4/158,000$6.65 萬<0.1%−141,000−70.9%減碼–
Live Nation Entertainment IN538034AQ2NOTE 2.500% 3/163,000$6.71 萬<0.1%−163,000−72.1%減碼–
Wayfair Inc.94419LAM3NOTE 0.625%10/0106,000$6.85 萬<0.1%−330,000−75.7%減碼–
Starwood Ppty Tr Inc85571BAH8NOTE 4.375% 4/070,000$6.86 萬<0.1%−181,000−72.1%減碼–
Royal Caribbean Group780153BB7NOTE 4.250% 6/173,000$7.22 萬<0.1%−158,000−68.4%減碼–
Atlas Air Worldwide Hldgs IN049164BJ4NOTE 1.875% 6/046,000$7.64 萬<0.1%−105,000−69.5%減碼–
Liberty Media Corp Del531229AF9NOTE 1.000% 1/352,000$8.42 萬<0.1%−130,000−71.4%減碼–
Neurocrine Biosciences Inc64125CAD1NOTE 2.250% 5/154,000$8.53 萬<0.1%−122,000−69.3%減碼–
EQT Corp26884LAK5NOTE 1.750% 5/039,000$8.98 萬<0.1%−101,000−72.1%減碼–
Palo Alto Networks Inc697435AF2NOTE 0.375% 6/063,000$9.28 萬<0.1%−157,000−71.4%減碼–
Southwest Airls Co844741BG2NOTE 1.250% 5/095,000$11.5 萬<0.1%−209,000−68.8%減碼–
Dick's Sporting Goods, Inc.253393AD4NOTE 3.250% 4/135,000$12.9 萬<0.1%−72,000−67.3%減碼–
Insulet Corp45784PAK7NOTE 0.375% 9/092,000$13.0 萬<0.1%−196,000−68.1%減碼–
On Semiconductor Corp682189AP0NOTE 1.625%10/145,000$13.6 萬<0.1%−95,000−67.9%減碼–
ProShares Tr74347B714SHORT QQQ NEW11,599$17.1 萬<0.1%−161,035−93.3%減碼–
FFord Motor CoStock15,638$18.2 萬<0.1%−42,200−73.0%減碼歷史
Western Digital Corp958102AP0NOTE 1.500% 2/0198,000$18.9 萬<0.1%−510,000−72.0%減碼–
BRK.BBerkshire Hathaway IncStock649$20.0 萬<0.1%+649新進歷史
SBUXStarbucks CorpStock2,021$20.1 萬<0.1%−1,112−35.5%減碼歷史
OXYOccidental Petroleum CorpStock3,230$20.3 萬<0.1%−8,251−71.9%減碼歷史
BMEBlackRock Health Sciences TrustCOM4,671$20.4 萬<0.1%+4,671新進歷史
DISWalt Disney CoStock2,353$20.4 萬<0.1%+2,353新進歷史
SPDR Series Trust78464A755ST STR SP METAL4,209$21.0 萬<0.1%−8,646−67.3%減碼–
Cyberark Software LtdM2682V108SHS1,625$21.1 萬<0.1%+1,625新進–
LHLabcorp Holdings Inc.COM NEW900$21.2 萬<0.1%−2,190−70.9%減碼歷史
Dexcom Inc252131AK3NOTE 0.250%11/1210,000$22.8 萬0.1%−504,000−70.6%減碼–
ProShares Tr74347B425SHORT S&P 500 NE14,733$23.6 萬0.1%−151,950−91.2%減碼–
MDYSPDR S&P Midcap 400 ETF TrustETF543$24.0 萬0.1%−1,091−66.8%減碼歷史
CSCOCisco Systems, Inc.Stock5,050$24.1 萬0.1%−2,400−32.2%減碼歷史
SLViShares Silver TrustETF11,476$25.3 萬0.1%−30,076−72.4%減碼歷史
BMYBristol Myers Squibb CoStock3,669$26.4 萬0.1%−135−3.5%減碼歷史
ProShares Tr74347B235PSHS SHORT DOW307,926$26.4 萬0.1%−21,446−73.0%減碼–
iShares Tr464288372GLB INFRASTR ETF6,249$28.6 萬0.1%−17,725−73.9%減碼–
Vitru LtdG9440D103COM13,059$29.4 萬0.1%+13,059新進–
PFEPfizer IncStock6,114$31.3 萬0.1%−1,142−15.7%減碼歷史
MRNAModerna, Inc.Stock1,842$33.1 萬0.1%−3,947−68.2%減碼歷史
NVDANVIDIA CorpStock2,360$34.5 萬0.1%−89,761−97.4%減碼歷史
iShares Tr4642874407-10 YR TRSY BD3,993$38.2 萬0.1%+3,993新進–
VVisa Inc.Stock2,009$41.7 萬0.1%−3,414−63.0%減碼歷史
iShares Select Dividend ETF464287168ETF3,466$41.8 萬0.1%−6,612−65.6%減碼–
WMTWalmart Inc.Stock3,087$43.8 萬0.1%−4,172−57.5%減碼歷史
PGProcter & Gamble CoStock2,891$43.8 萬0.1%−2,225−43.5%減碼歷史
ADBEAdobe Inc.Stock1,460$49.1 萬0.1%−1,912−56.7%減碼歷史
JNJJohnson & JohnsonStock2,901$51.2 萬0.1%−4,738−62.0%減碼歷史
GOOGLAlphabet Inc.Stock5,882$51.9 萬0.1%−6,880−53.9%減碼歷史
INTUIntuit Inc.Stock1,407$54.8 萬0.1%+1,407新進歷史
MDRXVeradigm Inc.COM31,509$55.6 萬0.1%+31,509新進歷史
AMZNAmazon Com IncStock6,634$55.7 萬0.1%−9,102−57.8%減碼歷史
TKRTimken CoCOM8,010$56.6 萬0.1%+8,010新進歷史
HSYHershey CoCOM2,483$57.5 萬0.1%+2,483新進歷史
STNGScorpio Tankers Inc.SHS10,880$58.5 萬0.1%+10,880新進歷史
RTXRTX CorpStock6,089$61.5 萬0.1%−230−3.6%減碼歷史
HPEHewlett Packard Enterprise CoCOM38,564$61.5 萬0.1%+38,564新進歷史
HDHome Depot, Inc.Stock1,987$62.8 萬0.1%−582−22.7%減碼歷史
NSCNorfolk Southern CorpStock2,552$62.9 萬0.1%−8,042−75.9%減碼歷史
KEYSKeysight Technologies, Inc.Stock3,763$64.4 萬0.1%+3,763新進歷史
NVONovo Nordisk A SADR4,811$65.1 萬0.1%+4,811新進歷史
GLDSPDR Gold TrustETF4,067$69.0 萬0.2%−14,126−77.6%減碼歷史
ABTAbbott LaboratoriesStock6,645$73.0 萬0.2%−14,610−68.7%減碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock4,702$77.8 萬0.2%+4,702新進歷史
BILLBILL Holdings, Inc.Stock7,314$79.7 萬0.2%+7,314新進歷史
TAT&T Inc.Stock43,927$80.9 萬0.2%+43,927新進歷史
CATCaterpillar IncStock3,404$81.5 萬0.2%+774+29.4%加碼歷史
EQNREquinor ASASPONSORED ADR22,945$82.2 萬0.2%−415−1.8%減碼歷史

2022 年第 3 季之後清倉(80 檔)

2022 年第 3 季季末還持有、這份申報已經沒有的部位。

Beck Bode, LLC 在 2022 年第 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
VSTVistra Corp.Stock674,579$1,417 萬3.1%歷史
WTRGEssential Utilities, Inc.COM267,609$1,107 萬2.4%歷史
PORPortland General Electric CoCOM NEW249,022$1,082 萬2.3%歷史
GTMZoomInfo Technologies Inc.Stock254,639$1,061 萬2.3%歷史
XELXcel Energy IncStock161,171$1,032 萬2.2%歷史
NGGNational Grid PLCSPONSORED ADR NE171,228$882.3 萬1.9%歷史
TMOThermo Fisher Scientific Inc.Stock17,357$880.3 萬1.9%歷史
TSCOTractor Supply CoCOM44,927$835.1 萬1.8%歷史
MRVLMarvell Technology, Inc.COM164,484$705.8 萬1.5%歷史
TTCToro CoCOM80,106$692.8 萬1.5%歷史
PLYAPlaya Hotels & Resorts N.V.SHS1,076,844$626.7 萬1.4%歷史
FTITechnipFMC plcCOM600,490$508.0 萬1.1%歷史
ORCLOracle CorpStock83,165$507.9 萬1.1%歷史
EWBCEast West Bancorp IncCOM74,739$501.8 萬1.1%歷史
SONSonoco Products CoCOM87,681$497.4 萬1.1%歷史
DRVNDriven Brands Holdings Inc.COM140,662$393.6 萬0.9%歷史
FNVFranco Nevada CorpStock32,903$393.1 萬0.9%歷史
Invesco QQQ Trust Series I46090E103ETF13,475$360.1 萬0.8%–
CFCF Industries Holdings, Inc.COM33,834$325.7 萬0.7%歷史
FRTFederal Realty Investment TrustSH BEN INT NEW31,907$287.5 萬0.6%歷史
JBHTHunt J B Transport Services IncCOM14,917$233.3 萬0.5%歷史
FIVEFive Below, IncCOM16,576$228.2 萬0.5%歷史
TAKTakeda Pharmaceutical Co LtdADR138,997$180.3 萬0.4%歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR110,743$136.7 萬0.3%歷史
PGZPrincipal Real Estate Income FundSHS BEN INT119,718$132.2 萬0.3%歷史
SNPSSynopsys IncCOM4,283$130.8 萬0.3%歷史
APHAmphenol CorpCL A18,809$125.9 萬0.3%歷史
CLSCelestica IncSUB VTG SHS146,251$123.0 萬0.3%歷史
CHHChoice Hotels International IncCOM11,225$122.9 萬0.3%歷史
LNTHLantheus Holdings, Inc.Stock16,874$118.7 萬0.3%歷史
KSSKOHLS CorpStock45,248$113.8 萬0.2%歷史
TGTTarget CorpStock7,664$113.7 萬0.2%歷史
AXPAmerican Express CoStock7,540$101.7 萬0.2%歷史
GSKGSK plcADR32,666$96.1 萬0.2%歷史
METAMeta Platforms, Inc.Stock5,657$76.8 萬0.2%歷史
VOYAVoya Financial, Inc.COM12,688$76.8 萬0.2%歷史
RHPRyman Hospitality Properties, Inc.COM10,243$75.4 萬0.2%歷史
ODFLOld Dominion Freight Line, Inc.COM2,653$66.0 萬0.1%歷史
ITGartner IncCOM2,370$65.6 萬0.1%歷史
VRTVVeritiv CorpCOM6,321$61.8 萬0.1%歷史
CCICrown Castle Inc.REIT4,267$61.7 萬0.1%歷史
WEIBO Corp948596AC5NOTE 1.250%11/1613,000$60.4 萬0.1%–
iShares Tr464288646ISHS 1-5YR INVS11,990$59.1 萬0.1%–
SNVSynovus Financial CorpCOM NEW14,971$56.2 萬0.1%歷史
DHRDanaher CorpStock2,142$55.3 萬0.1%歷史
iShares U.S. Medical Devices ETF464288810ETF10,805$51.0 萬0.1%–
QCOMQualcomm IncStock4,485$50.7 萬0.1%歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF5,105$50.5 萬0.1%–
TWLOTwilio IncCL A6,369$44.0 萬0.1%歷史
Invesco Exchange Traded FD T46137V720LEISU ENTMT ETF10,204$35.4 萬0.1%–
VanEck Semiconductor ETF92189F676ETF1,892$35.0 萬0.1%–
State Street Energy Select Sector SPDR ETF81369Y506ETF4,303$31.0 萬0.1%–
Invesco Exchange Traded FD T46137V142WATER RES ETF6,254$28.6 萬0.1%–
NIONIO Inc.ADR17,264$27.2 萬0.1%歷史
ZTSZoetis Inc.Stock1,766$26.2 萬0.1%歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF3,920$25.7 萬0.1%–
Danaher Corp2358514095% CONV PFD B188$25.3 萬0.1%–
Boston Scientific Corp1011372065.50% CNV PFD A2,424$24.5 萬0.1%–
CRMSalesforce, Inc.Stock1,668$24.0 萬0.1%歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1762$21.9 萬<0.1%歷史
NFLXNetflix IncStock903$21.3 萬<0.1%歷史
GOOGAlphabet Inc.Stock2,091$20.1 萬<0.1%歷史
LBRTLiberty Energy Inc.COM CL A15,368$19.5 萬<0.1%歷史
Twitter, Inc.90184LAF9NOTE 0.250% 6/1145,000$14.7 萬<0.1%–
MMTAberdeen Multi-Market Income FundSH BEN INT12,371$5.20 萬<0.1%歷史
Sarepta Therapeutics, Inc.803607AB6DBCV 1.500%11/131,000$5.20 萬<0.1%–
Enphase Energy, Inc.29355AAK3NOTE 3/040,000$4.80 萬<0.1%–
Pioneer Nat Res Co723787AP2NOTE 0.250% 5/119,000$4.20 萬<0.1%–
Teradyne, Inc880770AG7NOTE 1.250%12/116,000$3.90 萬<0.1%–
Expedia Group, Inc.30212PBE4NOTE 2/136,000$3.10 萬<0.1%–
Airbnb, Inc.009066AB7NOTE 3/137,000$3.00 萬<0.1%–
Cerence Inc.156727AB5NOTE 3.000% 6/029,000$2.50 萬<0.1%–
Lumentum Hldgs Inc55024UAD1NOTE 0.500%12/123,000$2.10 萬<0.1%–
Bill Com Hldgs Inc090043AB6NOTE 12/017,000$1.90 萬<0.1%–
Teladoc Health, Inc.87918AAF2NOTE 1.250% 6/021,000$1.50 萬<0.1%–
On Semiconductor Corp682189AS4NOTE 5/010,000$1.40 萬<0.1%–
Shake Shack Inc.819047AB7NOTE 3/021,000$1.40 萬<0.1%–
Wayfair Inc.94419LAF8NOTE 1.000% 8/121,000$1.30 萬<0.1%–
Rapid7, Inc.753422AF1NOTE 0.250% 3/114,000$1.10 萬<0.1%–
Five9, Inc.338307AD3NOTE 0.500% 6/012,000$1.10 萬<0.1%–