Beck Bode, LLC
- SEC CIK
- 0001790548
- 最新申報
- 2026/8/13
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/10 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 130
- 較 2023 年第 1 季 −9
- 總值
- $4.11 億
- 較 2023 年第 1 季 +$404.6 萬 (+1.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 110,264 | $487.0 萬 | 1.2% | +21,959+24.9% | 加碼 | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 48,483 | $491.1 萬 | 1.2% | −107−0.2% | 減碼 | – |
| RNGRingCentral, Inc. | CL A | 153,182 | $501.5 萬 | 1.2% | +16,515+12.1% | 加碼 | 歷史 |
| EXASExact Sciences Corp | COM | 54,196 | $505.3 萬 | 1.2% | +41,672+332.7% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 34,869 | $510.0 萬 | 1.2% | +3,513+11.2% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 46,663 | $595.2 萬 | 1.4% | +46,663 | 新進 | 歷史 |
| VLOValero Energy Corp | Stock | 51,316 | $601.1 萬 | 1.5% | +51,316 | 新進 | 歷史 |
| BLKBBlackbaud Inc | COM | 90,679 | $643.8 萬 | 1.6% | +2,684+3.1% | 加碼 | 歷史 |
| EMBJEmbraer S.A. | ADR | 427,785 | $659.7 萬 | 1.6% | +3,551+0.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 13,011 | $699.0 萬 | 1.7% | +10,745+474.2% | 加碼 | 歷史 |
| AVTAvnet Inc | COM | 141,564 | $713.4 萬 | 1.7% | −6,261−4.2% | 減碼 | 歷史 |
| UNMUnum Group | Stock | 154,912 | $738.6 萬 | 1.8% | +154,912 | 新進 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 164,897 | $776.7 萬 | 1.9% | −13,874−7.8% | 減碼 | – |
| LULUlululemon athletica inc. | Stock | 21,176 | $798.2 萬 | 1.9% | +6,634+45.6% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 117,912 | $821.6 萬 | 2.0% | +117,912 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 88,089 | $838.9 萬 | 2.0% | +88,089 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 98,007 | $878.8 萬 | 2.1% | +98,007 | 新進 | 歷史 |
| PPLPPL Corp | COM | 335,387 | $886.8 萬 | 2.2% | +10,861+3.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 21,460 | $901.9 萬 | 2.2% | +21,460 | 新進 | 歷史 |
| Atlantica Sustainable Infr PG0751N103 | SHS | 389,521 | $912.6 萬 | 2.2% | +18,570+5.0% | 加碼 | – |
| PORPortland General Electric Co | COM NEW | 196,623 | $920.0 萬 | 2.2% | +196,623 | 新進 | 歷史 |
| ORAOrmat Technologies, Inc. | COM | 115,028 | $925.0 萬 | 2.3% | +10,144+9.7% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 95,352 | $927.5 萬 | 2.3% | +1,888+2.0% | 加碼 | 歷史 |
| NINisource Inc. | COM | 353,692 | $966.8 萬 | 2.4% | +340,331+2,547.2% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 61,759 | $998.4 萬 | 2.4% | −1,124−1.8% | 減碼 | 歷史 |
| AESAES Corp | Stock | 528,690 | $1,095 萬 | 2.7% | +40,218+8.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 148,272 | $1,099 萬 | 2.7% | −1,177−0.8% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 298,009 | $1,112 萬 | 2.7% | +15,732+5.6% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 25,261 | $1,128 萬 | 2.7% | +3,630+16.8% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 27,641 | $1,227 萬 | 3.0% | +3,352+13.8% | 加碼 | 歷史 |
2023 年第 1 季之後清倉（36 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AAgilent Technologies, Inc. | COM | 103,702 | $1,435 萬 | 3.5% | 歷史 |
| AEEAmeren Corp | COM | 133,498 | $1,153 萬 | 2.8% | 歷史 |
| WECWec Energy Group, Inc. | Stock | 106,049 | $1,005 萬 | 2.5% | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 61,068 | $894.6 萬 | 2.2% | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 97,227 | $738.0 萬 | 1.8% | 歷史 |
| TNKTeekay Tankers Ltd. | CL A | 137,891 | $592.0 萬 | 1.5% | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 79,104 | $549.1 萬 | 1.3% | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 69,728 | $530.4 萬 | 1.3% | 歷史 |
| CLBCore Laboratories Inc. | COM | 219,503 | $484.0 萬 | 1.2% | 歷史 |
| SCPLSciPlay Corp | CL A | 277,164 | $470.1 萬 | 1.2% | 歷史 |
| KOCoca Cola Co | Stock | 67,346 | $417.7 萬 | 1.0% | 歷史 |
| AGLagilon health, inc. | COM | 170,036 | $403.8 萬 | 1.0% | 歷史 |
| RCIRogers Communications Inc | CL B | 74,909 | $347.3 萬 | 0.9% | 歷史 |
| ASBAssociated Banc-Corp | COM | 187,315 | $336.8 萬 | 0.8% | 歷史 |
| FLEXFlex Ltd. | Stock | 122,122 | $281.0 萬 | 0.7% | 歷史 |
| CVXChevron Corp | Stock | 15,986 | $260.8 萬 | 0.6% | 歷史 |
| TRVGtrivago N.V. | SPON ADS A SHS | 1,397,852 | $211.1 萬 | 0.5% | 歷史 |
| CPBCAMPBELL'S Co | COM | 36,658 | $201.5 萬 | 0.5% | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 2,861 | $156.1 萬 | 0.4% | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 67,125 | $139.5 萬 | 0.3% | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 5,669 | $127.5 萬 | 0.3% | 歷史 |
| EVBGEverbridge, Inc. | COM | 36,198 | $125.5 萬 | 0.3% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,510 | $124.1 萬 | 0.3% | 歷史 |
| UAAUnder Armour, Inc. | Stock | 120,267 | $114.1 萬 | 0.3% | 歷史 |
| AXPAmerican Express Co | Stock | 6,381 | $105.3 萬 | 0.3% | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 48,606 | $86.0 萬 | 0.2% | 歷史 |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 22,614 | $82.7 萬 | 0.2% | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 3,639 | $72.9 萬 | 0.2% | 歷史 |
| AMTAmerican Tower Corp | REIT | 3,434 | $70.2 萬 | 0.2% | 歷史 |
| TKRTimken Co | COM | 8,383 | $68.5 萬 | 0.2% | 歷史 |
| ALLOAllogene Therapeutics, Inc. | COM | 94,716 | $46.8 萬 | 0.1% | 歷史 |
| VOYAVoya Financial, Inc. | COM | 3,989 | $28.5 萬 | 0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 3,492 | $24.2 萬 | 0.1% | 歷史 |
| PGProcter & Gamble Co | Stock | 1,386 | $20.6 萬 | 0.1% | 歷史 |
| EVRGEvergy, Inc. | Stock | 3,302 | $20.2 萬 | <0.1% | 歷史 |
| INOInovio Pharmaceuticals, Inc. | COM NEW | 41,218 | $3.38 萬 | <0.1% | 歷史 |