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 |
|---|---|---|---|---|---|---|---|
| OKTAOkta, Inc. | CL A | 14,003 | $211.4 萬 | 0.8% | −2,199−13.6% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 7,400 | $217.1 萬 | 0.8% | +4+0.1% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 10,712 | $229.7 萬 | 0.8% | +475+4.6% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 6,634 | $231.8 萬 | 0.8% | −379−5.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 28,493 | $235.3 萬 | 0.9% | +13,592+91.2% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 35,382 | $265.9 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,000 | $269.4 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 27,109 | $282.6 萬 | 1.0% | −10.0% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 20,966 | $287.6 萬 | 1.0% | −16−0.1% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 14,398 | $305.7 萬 | 1.1% | −6,106−29.8% | 減碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 18,186 | $313.3 萬 | 1.1% | +744+4.3% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 40,349 | $322.4 萬 | 1.2% | −7,050−14.9% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 27,906 | $327.3 萬 | 1.2% | +2,037+7.9% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 39,849 | $337.6 萬 | 1.2% | −3,556−8.2% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 67,197 | $347.9 萬 | 1.3% | −32,141−32.4% | 減碼 | 歷史 |
| BABoeing Co | Stock | 18,260 | $349.7 萬 | 1.3% | −9,040−33.1% | 減碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 27,903 | $371.9 萬 | 1.3% | +1,170+4.4% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 28,427 | $382.5 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| ETSYEtsy Inc | COM | 32,042 | $398.2 萬 | 1.4% | +24,988+354.2% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 3,539 | $421.0 萬 | 1.5% | −101−2.8% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 17,662 | $460.9 萬 | 1.7% | +16+0.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 21,505 | $479.2 萬 | 1.7% | −10,714−33.3% | 減碼 | 歷史 |
| COHRCoherent Corp. | COM | 72,981 | $529.0 萬 | 1.9% | +6,188+9.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 15,411 | $543.9 萬 | 2.0% | +1,037+7.2% | 加碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 28,232 | $624.4 萬 | 2.3% | −14,128−33.4% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 25,695 | $645.5 萬 | 2.3% | −400−1.5% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 12,778 | $653.7 萬 | 2.4% | −158−1.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 11,598 | $667.9 萬 | 2.4% | −458−3.8% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 12,047 | $711.6 萬 | 2.6% | −643−5.1% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 30,466 | $722.3 萬 | 2.6% | −15,334−33.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,628 | $734.0 萬 | 2.7% | −6−0.2% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 109,918 | $761.2 萬 | 2.8% | +5,940+5.7% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 24,891 | $850.6 萬 | 3.1% | −3,316−11.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,747 | $895.5 萬 | 3.2% | +29+1.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 60,481 | $1,865 萬 | 6.8% | −5,772−8.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 153,884 | $2,351 萬 | 8.5% | −663−0.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 177,817 | $3,105 萬 | 11.3% | −4,820−2.6% | 減碼 | 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% | – |