Beck Bode, LLC
DEDHAM MA · SEC CIK 0001790548
$5.91亿2026Q1 申报市值
100持仓数
37.0%前十大占比 · 第一大 4.8%
36 / 28新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TGT 新建仓+$2,347.25万
ED 新建仓+$1,947.87万
PEG 新建仓+$1,813.69万
NGG 新建仓+$1,801.32万
JBHT 新建仓+$1,708.09万
2026Q1 卖出最多 按季末市值估算
IDA 清仓-$2,026.86万
AFL 清仓-$1,869.95万
APTV 清仓-$1,817.88万
CHDN 清仓-$1,762.12万
ASND 清仓-$1,729.10万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WPM | WHEATON PRECIOUS METALS CORP | $651.61万 | 1.10% | 49,738 | -5,251 | -9.5% | -$68.79万 | 减仓 |
| AAPL | APPLE INC | $655.09万 | 1.11% | 25,812 | 466 | 1.8% | $11.83万 | 加仓 |
| WMT | WALMART INC | $665.31万 | 1.13% | 53,533 | -5,127 | -8.7% | -$63.72万 | 减仓 |
| CACI | CACI INTL INC | $670.23万 | 1.13% | 12,323 | -429 | -3.4% | -$23.33万 | 减仓 |
| — | APELLIS PHARMACEUTICALS INC | $1,258.56万 | 2.13% | 312,841 | 312,841 | — | $1,258.56万 | 新建仓 |
| HSY | HERSHEY CO | $1,477.68万 | 2.50% | 71,080 | 71,080 | — | $1,477.68万 | 新建仓 |
| LLY | ELI LILLY & CO | $1,507.91万 | 2.55% | 16,394 | 16,394 | — | $1,507.91万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $1,614.50万 | 2.73% | 274,668 | 274,668 | — | $1,614.50万 | 新建仓 |
| FIVE | FIVE BELOW INC | $1,636.96万 | 2.77% | 71,646 | 71,646 | — | $1,636.96万 | 新建仓 |
| VST | VISTRA CORP | $1,671.41万 | 2.83% | 111,183 | 7,903 | 7.7% | $118.81万 | 加仓 |
| KEY | KEYCORP | $1,674.84万 | 2.83% | 835,333 | 835,333 | — | $1,674.84万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $1,690.50万 | 2.86% | 204,934 | 204,934 | — | $1,690.50万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,694.97万 | 2.87% | 43,415 | 1,558 | 3.7% | $60.83万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1,708.09万 | 2.89% | 80,609 | 80,609 | — | $1,708.09万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,768.14万 | 2.99% | 17,745 | -426 | -2.3% | -$42.45万 | 减仓 |
| NGG | NATIONAL GRID PLC | $1,801.32万 | 3.05% | 212,922 | 212,922 | — | $1,801.32万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1,813.69万 | 3.07% | 224,051 | 224,051 | — | $1,813.69万 | 新建仓 |
| ROKU | ROKU INC | $1,841.02万 | 3.12% | 194,570 | -1,411 | -0.7% | -$13.35万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,863.56万 | 3.15% | 66,734 | 2,399 | 3.7% | $66.99万 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $1,866.71万 | 3.16% | 411,714 | 23,296 | 6.0% | $105.62万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,933.77万 | 3.27% | 157,499 | -6,570 | -4.0% | -$80.67万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $1,947.87万 | 3.30% | 172,104 | 172,104 | — | $1,947.87万 | 新建仓 |
| AEE | AMEREN CORP | $1,991.54万 | 3.37% | 181,181 | 7,790 | 4.5% | $85.63万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $1,995.70万 | 3.38% | 584,562 | -14,579 | -2.4% | -$49.77万 | 减仓 |
| XEL | XCEL ENERGY INC | $2,124.84万 | 3.60% | 267,478 | -4,909 | -1.8% | -$39.00万 | 减仓 |
| NI | NISOURCE INC | $2,189.17万 | 3.70% | 469,174 | -9,967 | -2.1% | -$46.51万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2,211.06万 | 3.74% | 238,055 | -9,629 | -3.9% | -$89.43万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $2,303.72万 | 3.90% | 109,021 | -6,112 | -5.3% | -$129.15万 | 减仓 |
| TGT | TARGET CORP | $2,347.25万 | 3.97% | 193,668 | 193,668 | — | $2,347.25万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $2,842.83万 | 4.81% | 163,006 | -7,211 | -4.2% | -$125.76万 | 减仓 |