Knuff & Co LLC
- SEC CIK
- 0001768089
- 最新申報
- 2026/8/10
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/8 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 124
- 較 2023 年第 1 季 −5
- 總值
- $2.67 億
- 較 2023 年第 1 季 +$1,427 萬 (+5.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 161,796 | $3,138 萬 | 11.8% | −925−0.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 146,194 | $2,218 萬 | 8.3% | −3,389−2.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 58,712 | $1,999 萬 | 7.5% | −400−0.7% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 134,536 | $1,039 萬 | 3.9% | −10,833−7.5% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 118,595 | $896.5 萬 | 3.4% | −400−0.3% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 19,526 | $860.1 萬 | 3.2% | −350−1.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 68,668 | $736.5 萬 | 2.8% | −70.0% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 28,500 | $670.6 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| ALBAlbemarle Corp | Stock | 28,956 | $646.0 萬 | 2.4% | +1,095+3.9% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 11,657 | $608.2 萬 | 2.3% | +14+0.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 49,475 | $598.5 萬 | 2.2% | −395−0.8% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,792 | $581.0 萬 | 2.2% | −153−1.4% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 21,486 | $528.7 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 40,227 | $524.4 萬 | 2.0% | −612−1.5% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 14,600 | $513.8 萬 | 1.9% | −380−2.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,777 | $503.9 萬 | 1.9% | −575−3.7% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 24,305 | $471.4 萬 | 1.8% | −356−1.4% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 34,537 | $443.8 萬 | 1.7% | −165−0.5% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 73,640 | $423.0 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| MELIMercadolibre Inc | COM | 3,464 | $410.3 萬 | 1.5% | −62−1.8% | 減碼 | 歷史 |
| BABoeing Co | Stock | 18,285 | $386.1 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 8,996 | $364.5 萬 | 1.4% | −735−7.6% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 42,799 | $317.6 萬 | 1.2% | +547+1.3% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 35,432 | $317.4 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 26,713 | $295.7 萬 | 1.1% | +218+0.8% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 44,309 | $295.7 萬 | 1.1% | −902−2.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 17,688 | $292.8 萬 | 1.1% | −361−2.0% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 24,922 | $275.1 萬 | 1.0% | −2,955−10.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,846 | $274.8 萬 | 1.0% | +7+0.1% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,784 | $270.3 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 69,866 | $256.3 萬 | 1.0% | +2,977+4.5% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 13,231 | $237.2 萬 | 0.9% | +13+0.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,476 | $214.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,068 | $214.4 萬 | 0.8% | −25−0.5% | 減碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 17,153 | $208.4 萬 | 0.8% | +246+1.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 22,739 | $203.0 萬 | 0.8% | +786+3.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 12,449 | $195.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 22,831 | $190.3 萬 | 0.7% | +20,143+749.4% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 7,837 | $188.1 萬 | 0.7% | +344+4.6% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 15,481 | $184.3 萬 | 0.7% | +534+3.6% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 26,125 | $182.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 23,071 | $177.8 萬 | 0.7% | −600−2.5% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 9,855 | $171.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 20,805 | $160.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 8,135 | $150.7 萬 | 0.6% | −10−0.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,070 | $139.3 萬 | 0.5% | −100−0.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 11,616 | $139.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 21,740 | $130.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 11,100 | $121.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,377 | $113.1 萬 | 0.4% | −475−4.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,175 | $110.1 萬 | 0.4% | −600−6.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 16,793 | $107.4 萬 | 0.4% | −1,000−5.6% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 8,252 | $98.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,940 | $94.8 萬 | 0.4% | −274−8.5% | 減碼 | 歷史 |
| INMDInMode Ltd. | SHS | 23,300 | $87.0 萬 | 0.3% | −21,714−48.2% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 15,233 | $83.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 5,725 | $81.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 24,143 | $80.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,053 | $79.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,679 | $75.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 3,537 | $73.3 萬 | 0.3% | +83+2.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,995 | $71.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 1,740 | $68.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,438 | $61.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,690 | $56.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 13,304 | $56.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,124 | $55.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 7,322 | $52.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,600 | $45.1 萬 | 0.2% | 00.0% | 不變 | – |
| ESEversource Energy | Stock | 5,273 | $37.4 萬 | 0.1% | −10−0.2% | 減碼 | 歷史 |
| ETSYEtsy Inc | COM | 4,380 | $37.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 717 | $33.6 萬 | 0.1% | +70+10.8% | 加碼 | 歷史 |
| COHRCoherent Corp. | COM | 6,410 | $32.7 萬 | 0.1% | −2,112−24.8% | 減碼 | 歷史 |
| VFCV F Corp | Stock | 16,093 | $30.7 萬 | 0.1% | −458−2.8% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 3,698 | $30.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMICummins Inc | Stock | 1,223 | $30.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,002 | $29.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EBAYeBay Inc | COM | 6,134 | $27.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,093 | $26.9 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,816 | $24.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 425 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 1,250 | $21.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288851 | US OIL GS EX ETF | 2,542 | $21.6 萬 | 0.1% | −3,752−59.6% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 949 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 94 | $20.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,113 | $19.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GTXGarrett Motion Inc. | Stock | 24,000 | $18.2 萬 | 0.1% | −3,535−12.8% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 600 | $18.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,000 | $17.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 3,620 | $17.8 萬 | 0.1% | +2,435+205.5% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 940 | $16.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 4,091 | $15.2 萬 | 0.1% | −500−10.9% | 減碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 972 | $14.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,567 | $14.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 1,750 | $12.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288711 | GLOB UTILITS ETF | 1,875 | $11.2 萬 | <0.1% | +1,875 | 新進 | – |
| KMIKinder Morgan, Inc. | Stock | 6,150 | $10.6 萬 | <0.1% | −540−8.1% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 2,000 | $10.6 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 |
| PLDPrologis, Inc. | REIT | 800 | $9.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 1 季之後清倉（8 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NETCloudflare, Inc. | CL A COM | 17,816 | $109.9 萬 | 0.4% | 歷史 |
| OKTAOkta, Inc. | CL A | 2,000 | $13.7 萬 | 0.1% | 歷史 |
| BURBurford Capital Ltd | ORD SHS | 11,478 | $12.7 萬 | 0.1% | 歷史 |
| BHPBHP Group Ltd | ADR | 1,010 | $6.40 萬 | <0.1% | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 160 | $3.90 萬 | <0.1% | 歷史 |
| BXBlackstone Inc. | COM | 300 | $2.64 萬 | <0.1% | 歷史 |
| FSRFisker Inc. | CL A COM STK | 4,000 | $2.46 萬 | <0.1% | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 25 | $2,015 | <0.1% | 歷史 |