Knuff & Co LLC
- SEC CIK
- 0001768089
- 最新申報
- 2026/8/10
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/9 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 152
- 較 2021 年第 3 季 −7
- 總值
- $3.23 億
- 較 2021 年第 3 季 +$5,530 萬 (+20.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BMYBristol Myers Squibb Co | Stock | 24,050 | $150.0 萬 | 0.5% | +6,765+39.1% | 加碼 | 歷史 |
| ETSYEtsy Inc | COM | 7,054 | $154.4 萬 | 0.5% | +9+0.1% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 26,850 | $156.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 9,855 | $161.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,657 | $166.4 萬 | 0.5% | −65−1.1% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 32,600 | $167.9 萬 | 0.5% | +16,000+96.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,538 | $168.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 606 | $175.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 32,800 | $194.2 萬 | 0.6% | +32,000+4,000.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,001 | $205.3 萬 | 0.6% | +4,000+50.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 18,200 | $213.6 萬 | 0.7% | +18,000+9,000.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 6,004 | $215.7 萬 | 0.7% | +160+2.7% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 10,237 | $219.4 萬 | 0.7% | +2,065+25.3% | 加碼 | 歷史 |
| AIC3.ai, Inc. | Stock | 72,756 | $227.4 萬 | 0.7% | +65,486+900.8% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 7,396 | $243.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 22,900 | $250.0 萬 | 0.8% | +22,900 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 13,697 | $250.5 萬 | 0.8% | +4,717+52.5% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 7,013 | $266.8 萬 | 0.8% | −1,744−19.9% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 37,406 | $271.6 萬 | 0.8% | −2,170−5.5% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 32,000 | $273.1 萬 | 0.8% | +32,000 | 新進 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 35,382 | $308.0 萬 | 1.0% | 00.0% | 不變依 2 比 1 拆股換算 | 歷史 |
| DISWalt Disney Co | Stock | 20,982 | $325.0 萬 | 1.0% | +447+2.2% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 27,110 | $326.2 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| OKTAOkta, Inc. | CL A | 16,202 | $363.2 萬 | 1.1% | +43+0.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,000 | $373.5 萬 | 1.2% | −74−0.8% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 17,646 | $387.5 萬 | 1.2% | +634+3.7% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 43,405 | $405.2 萬 | 1.3% | +2,226+5.4% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 26,733 | $414.7 萬 | 1.3% | +242+0.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,374 | $429.8 萬 | 1.3% | +163+1.1% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 17,442 | $443.0 萬 | 1.4% | +367+2.1% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 47,399 | $455.2 萬 | 1.4% | −1,255−2.6% | 減碼 | 歷史 |
| COHRCoherent Corp. | COM | 66,793 | $456.4 萬 | 1.4% | +26,284+64.9% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 28,427 | $473.8 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 25,869 | $487.8 萬 | 1.5% | +7,264+39.0% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 3,640 | $490.8 萬 | 1.5% | +556+18.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 20,504 | $521.1 萬 | 1.6% | −76−0.4% | 減碼 | 歷史 |
| BABoeing Co | Stock | 27,300 | $549.6 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 99,338 | $586.6 萬 | 1.8% | −625−0.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 32,219 | $666.1 萬 | 2.1% | +19+0.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 12,056 | $684.4 萬 | 2.1% | −59−0.5% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 12,936 | $694.6 萬 | 2.2% | −221−1.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,634 | $762.2 萬 | 2.4% | +6+0.2% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 26,095 | $763.3 萬 | 2.4% | −1,077−4.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 12,690 | $846.7 萬 | 2.6% | −101−0.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,718 | $906.3 萬 | 2.8% | +101+3.9% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 103,978 | $952.9 萬 | 3.0% | +198+0.2% | 加碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 42,360 | $990.2 萬 | 3.1% | +42,200+26,375.0% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 28,207 | $1,014 萬 | 3.1% | −341−1.2% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 45,800 | $1,341 萬 | 4.2% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 66,253 | $2,228 萬 | 6.9% | +15,804+31.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 154,547 | $2,528 萬 | 7.8% | −3,208−2.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 182,637 | $3,243 萬 | 10.1% | +7,241+4.1% | 加碼 | 歷史 |
2021 年第 3 季之後清倉（15 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288638 | ISHS 5-10YR INVT | 3,400 | $20.4 萬 | 0.1% | – |
| FSLYFastly, Inc. | CL A | 3,900 | $15.8 萬 | 0.1% | 歷史 |
| KSUKansas City Southern | COM NEW | 200 | $5.40 萬 | <0.1% | 歷史 |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 1,200 | $5.30 萬 | <0.1% | – |
| EEFTEuronet Worldwide, Inc. | COM | 200 | $2.50 萬 | <0.1% | 歷史 |
| MTCHMatch Group, Inc. | COM | 100 | $1.60 萬 | <0.1% | 歷史 |
| FASTFastenal Co | Stock | 300 | $1.50 萬 | <0.1% | 歷史 |
| LMNDLemonade, Inc. | Stock | 200 | $1.30 萬 | <0.1% | 歷史 |
| CLNEClean Energy Fuels Corp. | COM | 1,500 | $1.20 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 50 | $1.10 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G847 | GBL CLEAN ENRG | 400 | $1.10 萬 | <0.1% | – |
| PPLTabrdn Platinum ETF Trust | PHYSCL PLATM SHS | 100 | $9,000 | <0.1% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 13 | $5,000 | <0.1% | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 21 | $2,000 | <0.1% | 歷史 |
| MDBMongoDB, Inc. | CL A | 1 | $0 | 0.0% | 歷史 |