Knuff & Co LLC
- SEC CIK
- 0001768089
- 最新申報
- 2026/8/10
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/8 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 136
- 較 2022 年第 1 季 −1
- 總值
- $2.22 億
- 較 2022 年第 1 季 −$5,332 萬 (−19.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 177,010 | $2,420 萬 | 10.9% | −807−0.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 151,032 | $2,172 萬 | 9.8% | −2,852−1.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 60,516 | $1,552 萬 | 7.0% | +35+0.1% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 123,280 | $697.5 萬 | 3.1% | −1,175−0.9% | 減碼依 5 比 1 拆股換算 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 12,010 | $652.5 萬 | 2.9% | −37−0.3% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 25,292 | $646.4 萬 | 2.9% | −403−1.6% | 減碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 28,282 | $591.0 萬 | 2.7% | +50+0.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,646 | $578.8 萬 | 2.6% | +18+0.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 54,400 | $577.8 萬 | 2.6% | −540−1.0% | 減碼依 20 比 1 拆股換算 | 歷史 |
| EFXEquifax Inc | COM | 30,466 | $556.9 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 132,079 | $553.3 萬 | 2.5% | +22,161+20.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 11,414 | $547.1 萬 | 2.5% | −184−1.6% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 17,287 | $487.1 萬 | 2.2% | −375−2.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 16,871 | $460.6 萬 | 2.1% | +1,460+9.5% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 21,505 | $384.4 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| MNSTMonster Beverage Corp | COM | 40,349 | $374.0 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| DXCMDexcom Inc | COM | 50,028 | $372.9 萬 | 1.7% | −1,084−2.1% | 減碼依 4 比 1 拆股換算 | 歷史 |
| COHRCoherent Corp. | COM | 71,913 | $366.4 萬 | 1.6% | −1,068−1.5% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 67,177 | $352.2 萬 | 1.6% | −200.0% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 39,564 | $306.5 萬 | 1.4% | −285−0.7% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 28,427 | $290.5 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| MELIMercadolibre Inc | COM | 4,468 | $284.6 萬 | 1.3% | +929+26.3% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 28,407 | $263.2 萬 | 1.2% | +504+1.8% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 18,264 | $260.9 萬 | 1.2% | +78+0.4% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 8,584 | $257.1 萬 | 1.2% | +7,108+481.6% | 加碼 | 歷史 |
| BABoeing Co | Stock | 18,260 | $249.7 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,009 | $247.1 萬 | 1.1% | +9+0.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 27,893 | $238.9 萬 | 1.1% | −600−2.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 12,782 | $223.5 萬 | 1.0% | +11,317+772.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 27,109 | $221.6 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 12,565 | $207.4 萬 | 0.9% | −1,833−12.7% | 減碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 35,382 | $205.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 20,889 | $197.2 萬 | 0.9% | −77−0.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,677 | $189.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 7,400 | $187.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 26,708 | $186.5 萬 | 0.8% | −1,198−4.3% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 12,174 | $176.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 13,607 | $173.8 萬 | 0.8% | +370+2.8% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 21,285 | $170.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 26,850 | $148.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 19,288 | $148.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,595 | $147.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 23,111 | $142.8 萬 | 0.6% | −1,100−4.5% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 15,233 | $139.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 22,085 | $138.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 9,855 | $136.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 8,139 | $135.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 606 | $132.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,541 | $123.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,170 | $111.0 萬 | 0.5% | −50−0.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,130 | $110.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,475 | $103.2 萬 | 0.5% | +400+13.0% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 27,243 | $101.9 萬 | 0.5% | −150−0.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,658 | $85.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,589 | $76.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 4,991 | $74.3 萬 | 0.3% | +2,395+92.3% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 11,100 | $70.7 萬 | 0.3% | −512−4.4% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 2,215 | $69.9 萬 | 0.3% | −3,561−61.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 9,802 | $68.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,240 | $62.9 萬 | 0.3% | +176+2.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,850 | $56.1 萬 | 0.3% | −1,604−36.0% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,491 | $54.6 萬 | 0.2% | −200−11.8% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,438 | $52.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 13,304 | $52.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EBAYeBay Inc | COM | 11,584 | $48.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ESEversource Energy | Stock | 5,358 | $45.3 萬 | 0.2% | −356−6.2% | 減碼 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 7,322 | $43.8 萬 | 0.2% | +1,000+15.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 7,875 | $40.0 萬 | 0.2% | −4,110−34.3% | 減碼 | 歷史 |
| NUENucor Corp | COM | 3,566 | $37.2 萬 | 0.2% | +22+0.6% | 加碼 | 歷史 |
| GTXGarrett Motion Inc. | Stock | 47,420 | $36.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,075 | $33.5 萬 | 0.2% | +475+29.7% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,454 | $25.3 萬 | 0.1% | −15−1.0% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,022 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 1,525 | $23.3 萬 | 0.1% | −25−1.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,002 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MTBM&T Bank Corp | COM | 1,337 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 1,816 | $21.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 425 | $20.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETSYEtsy Inc | COM | 2,750 | $20.1 萬 | 0.1% | −29,292−91.4% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,773 | $19.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OKTAOkta, Inc. | CL A | 2,000 | $18.1 萬 | 0.1% | −12,003−85.7% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 876 | $17.0 萬 | 0.1% | −135−13.4% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 940 | $16.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BURBurford Capital Ltd | ORD SHS | 15,000 | $15.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 600 | $14.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 1,072 | $13.7 萬 | 0.1% | −36−3.2% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 1,350 | $12.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRMBTrimble Inc. | COM | 2,000 | $11.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 1,750 | $10.9 萬 | <0.1% | −250−12.5% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 6,090 | $10.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 3,150 | $9.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ILMNIllumina, Inc. | COM | 500 | $9.20 萬 | <0.1% | −6,134−92.5% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 775 | $9.10 萬 | <0.1% | +60+8.4% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 1,800 | $9.00 萬 | <0.1% | +1,500+500.0% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 700 | $8.90 萬 | <0.1% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 413 | $8.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 530 | $7.30 萬 | <0.1% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 1,685 | $7.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AAgilent Technologies, Inc. | COM | 610 | $7.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 3,000 | $7.20 萬 | <0.1% | +3,000 | 新進 | – |
2022 年第 1 季之後清倉（7 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 10,712 | $229.7 萬 | 0.8% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 1,029 | $19.5 萬 | 0.1% | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 1,200 | $13.1 萬 | <0.1% | 歷史 |
| ZMZoom Communications, Inc. | Stock | 275 | $3.20 萬 | <0.1% | 歷史 |
| DGDollar General Corp | COM | 75 | $1.70 萬 | <0.1% | 歷史 |
| NVAXNovavax Inc | COM NEW | 100 | $7,000 | <0.1% | 歷史 |
| PINSPinterest, Inc. | CL A | 200 | $5,000 | <0.1% | 歷史 |