Beck Bode, LLC
DEDHAM MA · SEC CIK 0001790548
$6.60亿2026Q2 申报市值
108持仓数
38.3%前十大占比 · 第一大 4.8%
33 / 27新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ES 新建仓+$1,988.49万
JNJ 新建仓+$1,902.75万
AWK 新建仓+$1,863.22万
MDU 新建仓+$1,841.63万
FNV 新建仓+$1,632.80万
2026Q2 卖出最多 按季末市值估算
AEE 清仓-$1,991.54万
PBR 重新持有-$1,955.50万
ED 清仓-$1,947.87万
PEG 清仓-$1,813.69万
ROKU 减仓-$1,699.17万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $632.88万 | 0.96% | 55,878 | 2,345 | 4.4% | $26.56万 | 加仓 |
| EAT | BRINKER INTL INC | $646.65万 | 0.98% | 38,491 | 38,491 | — | $646.65万 | 新建仓 |
| APLE | APPLE HOSPITALITY REIT INC | $660.09万 | 1.00% | 392,676 | 392,676 | — | $660.09万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $663.52万 | 1.00% | 1,138,120 | 13,664 | 1.2% | $7.97万 | 加仓 |
| AAPL | APPLE INC | $728.47万 | 1.10% | 25,175 | -637 | -2.5% | -$18.43万 | 减仓 |
| STM | STMICROELECTRONICS N V | $757.01万 | 1.15% | 101,083 | 101,083 | — | $757.01万 | 新建仓 |
| CVS | CVS HEALTH CORP | $799.76万 | 1.21% | 77,309 | -487 | -0.6% | -$5.04万 | 减仓 |
| STNG | SCORPIO TANKERS INC | $869.85万 | 1.32% | 125,592 | 125,592 | — | $869.85万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $958.63万 | 1.45% | 15,009 | -7,220 | -32.5% | -$461.15万 | 减仓 |
| ROKU | ROKU INC | $988.61万 | 1.50% | 71,566 | -123,004 | -63.2% | -$1,699.17万 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $1,423.58万 | 2.16% | 525,888 | 525,888 | — | $1,423.58万 | 新建仓 |
| FIVE | FIVE BELOW INC | $1,471.71万 | 2.23% | 81,857 | 10,211 | 14.3% | $183.58万 | 加仓 |
| HSY | HERSHEY CO | $1,489.50万 | 2.26% | 84,896 | 13,816 | 19.4% | $242.40万 | 加仓 |
| FNV | FRANCO NEV CORP | $1,632.80万 | 2.47% | 78,334 | 78,334 | — | $1,632.80万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,724.53万 | 2.61% | 18,435 | 690 | 3.9% | $64.55万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,743.62万 | 2.64% | 70,203 | 3,469 | 5.2% | $86.16万 | 加仓 |
| VST | VISTRA CORP | $1,801.95万 | 2.73% | 113,594 | 2,411 | 2.2% | $38.25万 | 加仓 |
| NGG | NATIONAL GRID PLC | $1,824.17万 | 2.76% | 220,124 | 7,202 | 3.4% | $59.68万 | 加仓 |
| MDU | MDU RES GROUP INC | $1,841.63万 | 2.79% | 868,285 | 868,285 | — | $1,841.63万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1,863.22万 | 2.82% | 141,603 | 141,603 | — | $1,863.22万 | 新建仓 |
| KEY | KEYCORP | $1,899.63万 | 2.88% | 824,134 | -11,199 | -1.3% | -$25.81万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,902.75万 | 2.88% | 74,920 | 74,920 | — | $1,902.75万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $1,979.49万 | 3.00% | 208,170 | 3,236 | 1.6% | $30.77万 | 加仓 |
| ES | EVERSOURCE ENERGY | $1,988.49万 | 3.01% | 275,147 | 275,147 | — | $1,988.49万 | 新建仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $2,075.85万 | 3.14% | 426,692 | 14,978 | 3.6% | $72.87万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2,115.94万 | 3.20% | 241,078 | 3,023 | 1.3% | $26.53万 | 加仓 |
| XEL | XCEL ENERGY INC | $2,202.73万 | 3.34% | 274,313 | 6,835 | 2.6% | $54.88万 | 加仓 |
| NI | NISOURCE INC | $2,228.51万 | 3.37% | 468,667 | -507 | -0.1% | -$2.41万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $2,252.30万 | 3.41% | 77,819 | -2,790 | -3.5% | -$80.75万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $2,541.60万 | 3.85% | 149,612 | -7,887 | -5.0% | -$133.98万 | 减仓 |
| TGT | TARGET CORP | $2,574.60万 | 3.90% | 197,121 | 3,453 | 1.8% | $45.10万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $2,587.00万 | 3.92% | 541,780 | -42,782 | -7.3% | -$204.28万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $2,676.75万 | 4.05% | 112,677 | 3,656 | 3.4% | $86.85万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,924.43万 | 4.43% | 38,321 | -5,094 | -11.7% | -$388.74万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,201.58万 | 4.85% | 160,007 | -2,999 | -1.8% | -$60.01万 | 减仓 |