Knuff & Co LLC
- SEC CIK
- 0001768089
- 最新申報
- 2026/8/10
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/9 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 129
- 較 2022 年第 4 季 −2
- 總值
- $2.53 億
- 較 2022 年第 4 季 +$1,809 萬 (+7.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 162,721 | $2,683 萬 | 10.6% | −3,077−1.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 149,583 | $2,224 萬 | 8.8% | −978−0.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 59,112 | $1,704 萬 | 6.7% | −426−0.7% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 145,369 | $885.4 萬 | 3.5% | −7,614−5.0% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 118,995 | $790.8 萬 | 3.1% | −2,200−1.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 68,675 | $753.1 萬 | 3.0% | −2,930−4.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 19,876 | $686.7 萬 | 2.7% | −925−4.4% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 11,643 | $671.1 萬 | 2.7% | +127+1.1% | 加碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 27,861 | $615.8 萬 | 2.4% | +100+0.4% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 28,500 | $578.1 萬 | 2.3% | −1,966−6.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,945 | $543.8 萬 | 2.2% | −137−1.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 49,870 | $518.6 萬 | 2.1% | −2,355−4.5% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 24,661 | $503.9 萬 | 2.0% | −1,204−4.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 21,486 | $491.7 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 15,352 | $474.0 萬 | 1.9% | −858−5.3% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 14,980 | $472.0 萬 | 1.9% | −1,173−7.3% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 3,526 | $464.7 萬 | 1.8% | −80−2.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 40,839 | $421.8 萬 | 1.7% | −5,544−12.0% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 34,702 | $403.2 萬 | 1.6% | −651−1.8% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 9,731 | $401.8 萬 | 1.6% | +2,009+26.0% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 73,640 | $397.7 萬 | 1.6% | −6,448−8.1% | 減碼依 2 比 1 拆股換算 | 歷史 |
| BABoeing Co | Stock | 18,285 | $388.4 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 45,211 | $343.3 萬 | 1.4% | −14,114−23.8% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 27,877 | $341.9 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 42,252 | $325.7 萬 | 1.3% | +2,810+7.1% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 26,495 | $312.6 萬 | 1.2% | +155+0.6% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 35,432 | $296.8 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 18,049 | $279.8 萬 | 1.1% | −1,890−9.5% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 66,889 | $272.9 萬 | 1.1% | −243−0.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,839 | $260.9 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 16,907 | $259.7 萬 | 1.0% | −867−4.9% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 13,218 | $256.4 萬 | 1.0% | +13,124+13,961.7% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,784 | $249.1 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 21,953 | $219.8 萬 | 0.9% | +267+1.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 12,449 | $203.1 萬 | 0.8% | +215+1.8% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 23,671 | $196.4 萬 | 0.8% | −335−1.4% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 14,947 | $190.7 萬 | 0.8% | +3,516+30.8% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 7,493 | $188.9 萬 | 0.7% | +434+6.1% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 26,125 | $168.6 萬 | 0.7% | −725−2.7% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 9,855 | $162.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,476 | $158.8 萬 | 0.6% | −9−0.4% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 20,805 | $156.3 萬 | 0.6% | −480−2.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 8,145 | $148.5 萬 | 0.6% | +234+3.0% | 加碼 | 歷史 |
| INMDInMode Ltd. | SHS | 45,014 | $143.9 萬 | 0.6% | +43,389+2,670.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,093 | $141.5 萬 | 0.6% | −184−3.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,775 | $139.8 萬 | 0.6% | +5+0.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 21,740 | $134.9 萬 | 0.5% | −345−1.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,170 | $129.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 17,793 | $123.3 萬 | 0.5% | −620−3.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 11,616 | $120.5 萬 | 0.5% | +187+1.6% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,852 | $109.9 萬 | 0.4% | +622+6.1% | 加碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 17,816 | $109.9 萬 | 0.4% | +15,783+776.3% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 11,100 | $106.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,214 | $105.1 萬 | 0.4% | −137−4.1% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 5,725 | $83.9 萬 | 0.3% | −1,226−17.6% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,053 | $83.9 萬 | 0.3% | −80−1.0% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 15,233 | $82.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 24,143 | $78.9 萬 | 0.3% | −1,600−6.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 8,252 | $76.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,679 | $74.0 萬 | 0.3% | +90+2.5% | 加碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 3,454 | $70.5 萬 | 0.3% | +2,654+331.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,995 | $67.5 萬 | 0.3% | +175+6.2% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,438 | $64.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 1,740 | $63.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288851 | US OIL GS EX ETF | 6,294 | $54.0 萬 | 0.2% | −515−7.6% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 2,690 | $53.7 萬 | 0.2% | −2,470−47.9% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 13,304 | $49.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETSYEtsy Inc | COM | 4,380 | $48.8 萬 | 0.2% | +500+12.9% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,600 | $45.8 萬 | 0.2% | +4,600 | 新進 | – |
| ADBEAdobe Inc. | Stock | 1,124 | $43.3 萬 | 0.2% | −60−5.1% | 減碼 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 7,322 | $43.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ESEversource Energy | Stock | 5,283 | $41.3 萬 | 0.2% | −75−1.4% | 減碼 | 歷史 |
| VFCV F Corp | Stock | 16,551 | $37.9 萬 | 0.2% | +16,051+3,210.2% | 加碼 | 歷史 |
| COHRCoherent Corp. | COM | 8,522 | $32.5 萬 | 0.1% | −24,610−74.3% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 3,698 | $30.3 萬 | 0.1% | +3,698 | 新進 | 歷史 |
| CMICummins Inc | Stock | 1,223 | $29.2 萬 | 0.1% | +347+39.6% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,688 | $27.5 萬 | 0.1% | +2,688 | 新進 | 歷史 |
| EBAYeBay Inc | COM | 6,134 | $27.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,002 | $26.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 1,816 | $26.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,092 | $24.7 萬 | 0.1% | +32+3.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 647 | $22.2 萬 | 0.1% | +521+413.5% | 加碼 | 歷史 |
| GTXGarrett Motion Inc. | Stock | 27,535 | $21.1 萬 | 0.1% | −19,855−41.9% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,250 | $20.4 萬 | 0.1% | −175−12.3% | 減碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,113 | $20.2 萬 | 0.1% | −100−8.2% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 425 | $19.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 949 | $19.0 萬 | 0.1% | +649+216.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,000 | $18.3 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 4,591 | $17.9 萬 | 0.1% | −8,611−65.2% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 600 | $17.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 94 | $16.1 萬 | 0.1% | +53+129.3% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 940 | $15.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 972 | $15.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,567 | $15.1 萬 | 0.1% | −206−11.6% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 2,000 | $13.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BURBurford Capital Ltd | ORD SHS | 11,478 | $12.7 萬 | 0.1% | −2,522−18.0% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 1,750 | $12.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 6,690 | $11.7 萬 | <0.1% | +1,400+26.5% | 加碼 | 歷史 |
| TRMBTrimble Inc. | COM | 2,000 | $10.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 3,550 | $10.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 4 季之後清倉（9 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46429B655 | FLTG RATE NT ETF | 59,325 | $298.6 萬 | 1.3% | – |
| ProShares Tr74347B201 | PSHS ULTSH 20YRS | 2,000 | $6.50 萬 | <0.1% | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 507 | $6.46 萬 | <0.1% | 歷史 |
| MTBM&T Bank Corp | COM | 329 | $4.77 萬 | <0.1% | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 576 | $4.30 萬 | <0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 200 | $2.82 萬 | <0.1% | 歷史 |
| MDTMedtronic plc | Stock | 215 | $1.67 萬 | <0.1% | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,000 | $1.28 萬 | <0.1% | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 83 | $7,855 | <0.1% | – |