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 |
|---|---|---|---|---|---|---|---|---|
| CLS | CELESTICA INC | $23.26万 | 0.04% | 638 | 638 | — | $23.26万 | 新建仓 |
| YPF | YPF SOCIEDAD ANONIMA | $22.86万 | 0.03% | 5,028 | 5,028 | — | $22.86万 | 新建仓 |
| CRM | SALESFORCE INC | $21.16万 | 0.03% | 1,351 | 119 | 9.7% | $1.86万 | 重新持有 |
| SUSA | ISHARES TR | $20.14万 | 0.03% | 1,305 | 1,305 | — | $20.14万 | 新建仓 |
| — | SCORPIO TANKERS INC 看涨期权 | $3.27万 | 0.00% | 10,000 | 10,000 | — | $3.27万 | 新建仓 |
| — | PATRIA INVESTMENTS LIMITED 看涨期权 | $1.37万 | 0.00% | 28,100 | -3,200 | -10.2% | -$1,559 | 减仓 |
| — | INVITATION HOMES INC 看涨期权 | $7,690 | 0.00% | 10,300 | -1,600 | -13.4% | -$1,195 | 减仓 |
| DB | DEUTSCHE BK AG 看涨期权 | $969 | 0.00% | 15,000 | -6,000 | -28.6% | -$388 | 减仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -181,181 | -100.0% | -$1,991.54万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -172,104 | -100.0% | -$1,947.87万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $0 | 0.00% | 0 | -224,051 | -100.0% | -$1,813.69万 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -274,668 | -100.0% | -$1,614.50万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -16,394 | -100.0% | -$1,507.91万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -312,841 | -100.0% | -$1,258.56万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -12,323 | -100.0% | -$670.23万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -230,787 | -100.0% | -$597.28万 | 清仓 |
| SON | SONOCO PRODS CO | $0 | 0.00% | 0 | -110,036 | -100.0% | -$595.18万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -33,553 | -100.0% | -$487.48万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -33,300 | -100.0% | -$432.63万 | 清仓 |
| DAL | DELTA AIR LINES INC | $0 | 0.00% | 0 | -20,194 | -100.0% | -$134.25万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -39,306 | -100.0% | -$81.36万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -2,590 | -100.0% | -$52.57万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -2,399 | -100.0% | -$49.73万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -2,475 | -100.0% | -$41.61万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -893 | -100.0% | -$33.20万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -5,817 | -100.0% | -$33.14万 | 清仓 |
| BYD | BOYD GAMING CORP | $0 | 0.00% | 0 | -3,463 | -100.0% | -$28.46万 | 清仓 |
| BKD | BROOKDALE SR LIVING INC | $0 | 0.00% | 0 | -16,386 | -100.0% | -$22.42万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,267 | -100.0% | -$20.50万 | 清仓 |
| DLR | DIGITAL RLTY TR INC 看涨期权 | $0 | 0.00% | 0 | -7,800 | -100.0% | -$20.35万 | 清仓 |
| — | NATIONAL GRID PLC 看涨期权 | $0 | 0.00% | 0 | -18,700 | -100.0% | -$7.20万 | 清仓 |
| JBLU | JETBLUE AIRWAYS CORP | $0 | 0.00% | 0 | -13,380 | -100.0% | -$5.91万 | 清仓 |
| — | EDWARDS LIFESCIENCES CORP 看涨期权 | $0 | 0.00% | 0 | -11,200 | -100.0% | -$2.45万 | 清仓 |
| HQY | HEALTHEQUITY INC 看涨期权 | $0 | 0.00% | 0 | -10,100 | -100.0% | -$1.84万 | 清仓 |
| — | ASSOCIATED BANC-CORP 看涨期权 | $0 | 0.00% | 0 | -11,600 | -100.0% | -$5,805 | 清仓 |