Knuff & Co LLC
- SEC CIK
- 0001768089
- 最新申報
- 2026/8/10
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/10 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 137
- 較 2021 年第 4 季 −15
- 總值
- $2.76 億
- 較 2021 年第 4 季 −$4,692 萬 (−14.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 177,817 | $3,105 萬 | 11.3% | −4,820−2.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 153,884 | $2,351 萬 | 8.5% | −663−0.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 60,481 | $1,865 萬 | 6.8% | −5,772−8.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,747 | $895.5 萬 | 3.2% | +29+1.1% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 24,891 | $850.6 萬 | 3.1% | −3,316−11.8% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 109,918 | $761.2 萬 | 2.8% | +5,940+5.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,628 | $734.0 萬 | 2.7% | −6−0.2% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 30,466 | $722.3 萬 | 2.6% | −15,334−33.5% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 12,047 | $711.6 萬 | 2.6% | −643−5.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 11,598 | $667.9 萬 | 2.4% | −458−3.8% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 12,778 | $653.7 萬 | 2.4% | −158−1.2% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 25,695 | $645.5 萬 | 2.3% | −400−1.5% | 減碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 28,232 | $624.4 萬 | 2.3% | −14,128−33.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 15,411 | $543.9 萬 | 2.0% | +1,037+7.2% | 加碼 | 歷史 |
| COHRCoherent Corp. | COM | 72,981 | $529.0 萬 | 1.9% | +6,188+9.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 21,505 | $479.2 萬 | 1.7% | −10,714−33.3% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 17,662 | $460.9 萬 | 1.7% | +16+0.1% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 3,539 | $421.0 萬 | 1.5% | −101−2.8% | 減碼 | 歷史 |
| ETSYEtsy Inc | COM | 32,042 | $398.2 萬 | 1.4% | +24,988+354.2% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 28,427 | $382.5 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 27,903 | $371.9 萬 | 1.3% | +1,170+4.4% | 加碼 | 歷史 |
| BABoeing Co | Stock | 18,260 | $349.7 萬 | 1.3% | −9,040−33.1% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 67,197 | $347.9 萬 | 1.3% | −32,141−32.4% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 39,849 | $337.6 萬 | 1.2% | −3,556−8.2% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 27,906 | $327.3 萬 | 1.2% | +2,037+7.9% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 40,349 | $322.4 萬 | 1.2% | −7,050−14.9% | 減碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 18,186 | $313.3 萬 | 1.1% | +744+4.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 14,398 | $305.7 萬 | 1.1% | −6,106−29.8% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 20,966 | $287.6 萬 | 1.0% | −16−0.1% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 27,109 | $282.6 萬 | 1.0% | −10.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,000 | $269.4 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 35,382 | $265.9 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 28,493 | $235.3 萬 | 0.9% | +13,592+91.2% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 6,634 | $231.8 萬 | 0.8% | −379−5.4% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 10,712 | $229.7 萬 | 0.8% | +475+4.6% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 7,400 | $217.1 萬 | 0.8% | +4+0.1% | 加碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 14,003 | $211.4 萬 | 0.8% | −2,199−13.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 5,776 | $206.4 萬 | 0.7% | −228−3.8% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 13,237 | $202.3 萬 | 0.7% | −460−3.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 12,174 | $198.2 萬 | 0.7% | −6,026−33.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,677 | $189.2 萬 | 0.7% | −1,324−11.0% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 9,855 | $184.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 26,850 | $172.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 606 | $168.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 21,285 | $161.4 萬 | 0.6% | −10,715−33.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,541 | $160.0 萬 | 0.6% | +3+0.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,595 | $155.5 萬 | 0.6% | +268+2.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,658 | $154.4 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 15,233 | $153.0 萬 | 0.6% | −7,667−33.5% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 24,211 | $143.9 萬 | 0.5% | −13,195−35.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 19,288 | $140.9 萬 | 0.5% | −4,762−19.8% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 22,085 | $136.9 萬 | 0.5% | −10,715−32.7% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 8,139 | $136.2 萬 | 0.5% | −114−1.4% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 27,393 | $135.8 萬 | 0.5% | −5,207−16.0% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,130 | $119.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 11,612 | $106.2 萬 | 0.4% | −3,512−23.2% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,075 | $101.5 萬 | 0.4% | +3,075 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,220 | $100.3 萬 | 0.4% | −50−0.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 4,454 | $98.8 萬 | 0.4% | −405−8.3% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,589 | $98.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 9,802 | $81.1 萬 | 0.3% | −4,048−29.2% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,691 | $77.0 萬 | 0.3% | −36−2.1% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,064 | $73.4 萬 | 0.3% | −850−9.5% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 11,584 | $66.3 萬 | 0.2% | −28−0.2% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 13,304 | $64.5 萬 | 0.2% | −6,696−33.5% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,438 | $63.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 1,476 | $61.3 萬 | 0.2% | +1,476 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 11,985 | $61.1 萬 | 0.2% | −2,285−16.0% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,465 | $54.9 萬 | 0.2% | +715+95.3% | 加碼 | 歷史 |
| NUENucor Corp | COM | 3,544 | $52.7 萬 | 0.2% | +3,394+2,262.7% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 5,714 | $50.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 6,322 | $47.0 萬 | 0.2% | −2,678−29.8% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 2,596 | $43.0 萬 | 0.2% | +10+0.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,600 | $35.6 萬 | 0.1% | +276+20.8% | 加碼 | 歷史 |
| GTXGarrett Motion Inc. | Stock | 47,420 | $34.1 萬 | 0.1% | +10,500+28.4% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,469 | $29.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,002 | $27.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 1,550 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 425 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,022 | $23.5 萬 | 0.1% | −35−3.3% | 減碼 | 歷史 |
| MTBM&T Bank Corp | COM | 1,337 | $22.7 萬 | 0.1% | +1,337 | 新進 | 歷史 |
| PGRProgressive Corp | Stock | 1,816 | $20.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMICummins Inc | Stock | 1,011 | $20.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,773 | $19.8 萬 | 0.1% | −893−33.5% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 1,658 | $19.8 萬 | 0.1% | +100+6.4% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 1,029 | $19.5 萬 | 0.1% | +526+104.6% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 940 | $17.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 1,108 | $15.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 600 | $15.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRMBTrimble Inc. | COM | 2,000 | $14.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BURBurford Capital Ltd | ORD SHS | 15,000 | $13.8 萬 | 0.1% | −7,000−31.8% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 1,350 | $13.7 萬 | <0.1% | +350+35.0% | 加碼 | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 1,200 | $13.1 萬 | <0.1% | +1,200 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 3,150 | $13.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 2,000 | $12.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 715 | $11.5 萬 | <0.1% | +15+2.1% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 6,090 | $11.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 700 | $11.1 萬 | <0.1% | −250−26.3% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 413 | $9.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 1,685 | $9.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 4 季之後清倉（23 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AIC3.ai, Inc. | Stock | 72,756 | $227.4 萬 | 0.7% | 歷史 |
| EAElectronic Arts Inc. | COM | 6,870 | $90.6 萬 | 0.3% | 歷史 |
| ROPRoper Technologies Inc | Stock | 653 | $32.1 萬 | 0.1% | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,025 | $14.3 萬 | <0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 300 | $10.2 萬 | <0.1% | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 359 | $10.2 萬 | <0.1% | – |
| iShares Russell Midcap ETF464287499 | ETF | 1,208 | $10.0 萬 | <0.1% | – |
| APTVAptiv PLC | SHS | 606 | $10.0 萬 | <0.1% | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,000 | $9.20 萬 | <0.1% | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 100 | $6.60 萬 | <0.1% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 150 | $5.40 萬 | <0.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 150 | $4.00 萬 | <0.1% | 歷史 |
| INMDInMode Ltd. | SHS | 500 | $3.50 萬 | <0.1% | 歷史 |
| TTTrane Technologies plc | SHS | 150 | $3.00 萬 | <0.1% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 104 | $2.10 萬 | <0.1% | 歷史 |
| ESTCElastic N.V. | ORD SHS | 100 | $1.20 萬 | <0.1% | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 200 | $1.20 萬 | <0.1% | – |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 200 | $1.10 萬 | <0.1% | – |
| PLTRPalantir Technologies Inc. | Stock | 500 | $9,000 | <0.1% | 歷史 |
| WMTWalmart Inc. | Stock | 50 | $7,000 | <0.1% | 歷史 |
| OGNOrganon & Co. | Stock | 200 | $6,000 | <0.1% | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 100 | $6,000 | <0.1% | – |
| iShares Tips Bond ETF464287176 | ETF | 25 | $3,000 | <0.1% | – |