Knuff & Co LLC
- SEC CIK
- 0001768089
- 最新申報
- 2026/8/10
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/16 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 159
- 較 2021 年第 2 季 −8
- 總值
- $2.67 億
- 較 2021 年第 2 季 −$153.9 萬 (−0.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 175,396 | $2,482 萬 | 9.3% | −305−0.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 157,755 | $2,205 萬 | 8.2% | −663−0.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 50,449 | $1,422 萬 | 5.3% | −148−0.3% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 45,800 | $1,161 萬 | 4.3% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,617 | $859.7 萬 | 3.2% | +10+0.4% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 28,548 | $833.7 萬 | 3.1% | −45−0.2% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 12,791 | $730.8 萬 | 2.7% | −19−0.1% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 103,780 | $729.6 萬 | 2.7% | +10,100+10.8% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 27,172 | $721.2 萬 | 2.7% | −28−0.1% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 13,157 | $719.5 萬 | 2.7% | −452−3.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,628 | $700.4 萬 | 2.6% | −10−0.4% | 減碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 17,075 | $657.1 萬 | 2.5% | −105−0.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 32,200 | $618.1 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 103,941 | $611.4 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 27,300 | $600.4 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 20,580 | $558.2 萬 | 2.1% | −746−3.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 12,115 | $544.4 萬 | 2.0% | −50.0% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 3,084 | $517.9 萬 | 1.9% | −2−0.1% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 18,605 | $484.1 萬 | 1.8% | −20−0.1% | 減碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 26,491 | $436.5 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| MNSTMonster Beverage Corp | COM | 48,654 | $432.2 萬 | 1.6% | −3,190−6.2% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 99,963 | $429.9 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 28,427 | $412.8 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,211 | $387.9 萬 | 1.5% | +130+0.9% | 加碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 16,159 | $383.5 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 20,535 | $347.4 萬 | 1.3% | +20+0.1% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 8,757 | $335.2 萬 | 1.3% | +187+2.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 41,179 | $323.3 萬 | 1.2% | −40−0.1% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 17,012 | $308.6 萬 | 1.2% | +134+0.8% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 27,110 | $302.7 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,074 | $297.9 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 39,576 | $276.4 萬 | 1.0% | −1,075−2.6% | 減碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 17,691 | $271.5 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| COHRCoherent Corp. | COM | 40,509 | $240.5 萬 | 0.9% | +16,872+71.4% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 7,396 | $225.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 5,844 | $203.2 萬 | 0.8% | +6+0.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 9,855 | $165.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 606 | $162.0 萬 | 0.6% | −10−1.6% | 減碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 10,920 | $155.3 萬 | 0.6% | −1,406−11.4% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 10,007 | $150.5 萬 | 0.6% | −1,703−14.5% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 8,172 | $148.8 萬 | 0.6% | +2,524+44.7% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 14,401 | $148.4 萬 | 0.6% | −264−1.8% | 減碼依 1 比 8 拆股換算 | 歷史 |
| ETSYEtsy Inc | COM | 7,045 | $146.5 萬 | 0.5% | +5+0.1% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 26,850 | $140.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,001 | $129.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,538 | $123.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,280 | $121.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 13,850 | $120.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,722 | $118.5 萬 | 0.4% | −70−1.2% | 減碼依 4 比 1 拆股換算 | 歷史 |
| QCOMQualcomm Inc | Stock | 8,980 | $115.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 20,810 | $112.4 萬 | 0.4% | −5,265−20.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 4,919 | $109.6 萬 | 0.4% | +20.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,907 | $106.9 萬 | 0.4% | −15−0.2% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 17,285 | $102.3 萬 | 0.4% | +120+0.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,727 | $99.4 萬 | 0.4% | −35−2.0% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,877 | $97.9 萬 | 0.4% | −29−0.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,770 | $95.9 萬 | 0.4% | −75−0.6% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 16,600 | $88.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EBAYeBay Inc | COM | 12,600 | $87.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,589 | $70.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,438 | $66.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ESEversource Energy | Stock | 5,774 | $47.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 748 | $45.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,301 | $44.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 650 | $40.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 2,186 | $37.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AIC3.ai, Inc. | Stock | 7,270 | $33.7 萬 | 0.1% | +7,270 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,002 | $32.8 萬 | 0.1% | +25+1.3% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,669 | $32.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ROPRoper Technologies Inc | Stock | 652 | $29.1 萬 | 0.1% | −10−1.5% | 減碼 | 歷史 |
| GTXGarrett Motion Inc. | Stock | 36,920 | $27.2 萬 | 0.1% | +385+1.1% | 加碼 | 歷史 |
| BURBurford Capital Ltd | ORD SHS | 22,000 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 1,550 | $23.2 萬 | 0.1% | −125−7.5% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,640 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,037 | $21.8 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 930 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 3,400 | $20.4 萬 | 0.1% | 00.0% | 不變 | – |
| ZTSZoetis Inc. | Stock | 940 | $18.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 1,538 | $17.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 1,846 | $16.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRMBTrimble Inc. | COM | 2,000 | $16.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FSLYFastly, Inc. | CL A | 3,900 | $15.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 600 | $15.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,000 | $14.9 萬 | 0.1% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 3,150 | $13.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,095 | $13.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 1,072 | $12.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 2,000 | $11.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,754 | $11.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 450 | $10.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 6,090 | $10.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AAgilent Technologies, Inc. | COM | 610 | $9.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 1,208 | $9.40 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 359 | $9.40 萬 | <0.1% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 1,685 | $9.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 300 | $9.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APTVAptiv PLC | SHS | 606 | $9.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 1,000 | $8.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 700 | $8.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,000 | $8.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 2 季之後清倉（12 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BABAAlibaba Group Holding Ltd | ADR | 17,182 | $389.7 萬 | 1.4% | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 15,406 | $256.2 萬 | 1.0% | 歷史 |
| WMBWilliams Companies, Inc. | COM | 25,000 | $66.4 萬 | 0.2% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 200 | $3.10 萬 | <0.1% | 歷史 |
| CLXClorox Co | Stock | 132 | $2.40 萬 | <0.1% | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 100 | $2.40 萬 | <0.1% | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 100 | $2.00 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 200 | $1.90 萬 | <0.1% | – |
| PEGPublic Service Enterprise Group Inc | COM | 300 | $1.80 萬 | <0.1% | 歷史 |
| PSXPhillips 66 | Stock | 200 | $1.70 萬 | <0.1% | 歷史 |
| NTESNetEase, Inc. | SPONSORED ADS | 125 | $1.40 萬 | <0.1% | 歷史 |
| SOLEmeren Group Ltd | SPONSORED ADS | 400 | $4,000 | <0.1% | 歷史 |