Knuff & Co LLC
- SEC CIK
- 0001768089
- 最新申報
- 2026/8/10
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/4 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 130
- 較 2022 年第 2 季 −6
- 總值
- $2.11 億
- 較 2022 年第 2 季 −$1,109 萬 (−5.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 165,556 | $2,288 萬 | 10.8% | −11,454−6.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 150,998 | $1,906 萬 | 9.0% | −340.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 59,634 | $1,389 萬 | 6.6% | −882−1.5% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 125,336 | $748.9 萬 | 3.5% | −6,743−5.1% | 減碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 27,761 | $734.1 萬 | 3.5% | −521−1.8% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 121,120 | $595.1 萬 | 2.8% | −2,160−1.8% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 11,510 | $583.8 萬 | 2.8% | −500−4.2% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 25,744 | $552.7 萬 | 2.6% | +452+1.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 11,097 | $524.1 萬 | 2.5% | −317−2.8% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 30,466 | $522.3 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 52,185 | $501.8 萬 | 2.4% | −735−1.4% | 減碼依 20 比 1 拆股換算 | 歷史 |
| NFLXNetflix Inc | Stock | 20,222 | $476.1 萬 | 2.3% | +7,440+58.2% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 16,224 | $469.7 萬 | 2.2% | −1,063−6.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 41,530 | $469.3 萬 | 2.2% | −12,870−23.7% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 92,530 | $465.1 萬 | 2.2% | +90,730+5,040.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 16,195 | $432.4 萬 | 2.0% | −676−4.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 21,486 | $352.5 萬 | 1.7% | −19−0.1% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 40,149 | $349.1 萬 | 1.7% | −200−0.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 19,927 | $325.5 萬 | 1.5% | +9,250+86.6% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 39,311 | $308.2 萬 | 1.5% | −253−0.6% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 3,557 | $294.4 萬 | 1.4% | −911−20.4% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 67,177 | $294.0 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| DXCMDexcom Inc | COM | 35,246 | $283.9 萬 | 1.3% | −14,782−29.5% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 7,871 | $262.8 萬 | 1.2% | −713−8.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,863 | $244.6 萬 | 1.2% | −146−1.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 27,887 | $243.5 萬 | 1.2% | −60.0% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 27,877 | $231.7 萬 | 1.1% | −550−1.9% | 減碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 26,340 | $224.6 萬 | 1.1% | −2,067−7.3% | 減碼 | 歷史 |
| BABoeing Co | Stock | 18,260 | $221.1 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 35,382 | $215.9 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 17,238 | $203.8 萬 | 1.0% | −1,026−5.6% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 20,562 | $194.0 萬 | 0.9% | −327−1.6% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 21,367 | $183.9 萬 | 0.9% | −5,341−20.0% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,784 | $183.6 萬 | 0.9% | −325−1.2% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 7,055 | $182.2 萬 | 0.9% | −345−4.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 12,234 | $175.8 萬 | 0.8% | +60+0.5% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 26,850 | $150.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 21,285 | $149.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 24,006 | $148.1 萬 | 0.7% | +895+3.9% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 9,855 | $133.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 8,114 | $132.5 萬 | 0.6% | −25−0.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 18,413 | $130.9 萬 | 0.6% | −875−4.5% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 11,134 | $125.8 萬 | 0.6% | −2,473−18.2% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 22,085 | $123.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,920 | $119.7 萬 | 0.6% | −675−7.0% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 15,233 | $115.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| COHRCoherent Corp. | COM | 32,822 | $114.4 萬 | 0.5% | −39,091−54.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,485 | $110.3 萬 | 0.5% | −56−2.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 11,420 | $109.2 萬 | 0.5% | −700−5.8% | 減碼依 20 比 1 拆股換算 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,170 | $104.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,230 | $99.0 萬 | 0.5% | +100+1.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,130 | $91.7 萬 | 0.4% | −345−9.9% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 6,951 | $90.5 萬 | 0.4% | +1,960+39.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,315 | $76.5 萬 | 0.4% | −7,250−57.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,589 | $69.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 11,100 | $68.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 25,743 | $66.3 萬 | 0.3% | −1,500−5.5% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 7,814 | $65.8 萬 | 0.3% | −426−5.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,277 | $64.1 萬 | 0.3% | −381−6.7% | 減碼 | 歷史 |
| iShares Tr464288851 | US OIL GS EX ETF | 6,860 | $57.1 萬 | 0.3% | +6,860 | 新進 | – |
| WFCWells Fargo & Company | Stock | 13,304 | $53.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,438 | $53.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 13,492 | $51.2 萬 | 0.2% | +5,617+71.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 8,252 | $50.4 萬 | 0.2% | −1,550−15.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,820 | $50.1 萬 | 0.2% | −30−1.1% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,740 | $49.5 萬 | 0.2% | −475−21.4% | 減碼 | 歷史 |
| ESEversource Energy | Stock | 5,358 | $41.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 7,322 | $39.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETSYEtsy Inc | COM | 3,850 | $38.6 萬 | 0.2% | +1,100+40.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,189 | $32.7 萬 | 0.2% | −302−20.3% | 減碼 | 歷史 |
| GTXGarrett Motion Inc. | Stock | 47,420 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,055 | $24.2 萬 | 0.1% | +33+3.2% | 加碼 | 歷史 |
| MTBM&T Bank Corp | COM | 1,329 | $23.4 萬 | 0.1% | −8−0.6% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,425 | $22.8 萬 | 0.1% | −100−6.6% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 6,134 | $22.6 萬 | 0.1% | −5,450−47.0% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,816 | $21.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,002 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,213 | $20.6 萬 | 0.1% | −241−16.6% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 876 | $17.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 800 | $17.3 萬 | 0.1% | +800 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,773 | $16.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 425 | $16.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 1,072 | $14.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 600 | $14.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 940 | $13.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OKTAOkta, Inc. | CL A | 2,000 | $11.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRMBTrimble Inc. | COM | 2,000 | $10.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 1,900 | $10.5 萬 | <0.1% | +272+16.7% | 加碼 | 歷史 |
| BURBurford Capital Ltd | ORD SHS | 14,000 | $10.5 萬 | <0.1% | −1,000−6.7% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 1,750 | $9.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 3,150 | $9.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 413 | $9.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 5,290 | $8.80 萬 | <0.1% | −800−13.1% | 減碼 | 歷史 |
| Blackstone Group LP09253U108 | COM | 1,000 | $8.40 萬 | <0.1% | +1,000 | 新進 | – |
| PLDPrologis, Inc. | REIT | 775 | $7.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 625 | $7.40 萬 | <0.1% | −75−10.7% | 減碼 | – |
| AAgilent Technologies, Inc. | COM | 610 | $7.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 1,960 | $7.00 萬 | <0.1% | +105+5.7% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 500 | $6.40 萬 | <0.1% | −30−5.7% | 減碼 | – |
| ProShares Tr74347B201 | PSHS ULTSH 20YRS | 2,000 | $6.40 萬 | <0.1% | +2,000 | 新進 | – |
2022 年第 2 季之後清倉（13 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NUENucor Corp | COM | 3,566 | $37.2 萬 | 0.2% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,075 | $33.5 萬 | 0.2% | 歷史 |
| ILMNIllumina, Inc. | COM | 500 | $9.20 萬 | <0.1% | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 3,000 | $7.20 萬 | <0.1% | – |
| CACCCredit Acceptance Corp | COM | 98 | $4.60 萬 | <0.1% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 400 | $2.50 萬 | <0.1% | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 150 | $1.20 萬 | <0.1% | 歷史 |
| MMM3M Co | Stock | 80 | $1.00 萬 | <0.1% | 歷史 |
| VFCV F Corp | Stock | 200 | $9,000 | <0.1% | 歷史 |
| WDSWoodside Energy Group Ltd | ADR | 361 | $8,000 | <0.1% | 歷史 |
| EXASExact Sciences Corp | COM | 75 | $3,000 | <0.1% | 歷史 |
| ALGNAlign Technology Inc | COM | 9 | $2,000 | <0.1% | 歷史 |
| SYKStryker Corp | Stock | 5 | $1,000 | <0.1% | 歷史 |