Knuff & Co LLC
- SEC CIK
- 0001768089
- 最新申報
- 2026/8/10
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/9 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 125
- 較 2023 年第 4 季 +8
- 總值
- $2.97 億
- 較 2023 年第 4 季 +$2,318 萬 (+8.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 161,650 | $2,772 萬 | 9.3% | −1,144−0.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 59,696 | $2,512 萬 | 8.4% | +125+0.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 142,643 | $2,314 萬 | 7.8% | −2,025−1.4% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 133,429 | $1,166 萬 | 3.9% | −2,226−1.6% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 18,616 | $1,131 萬 | 3.8% | −595−3.1% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 120,815 | $825.3 萬 | 2.8% | −1,980−1.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 51,725 | $787.6 萬 | 2.6% | +150.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 21,107 | $773.4 萬 | 2.6% | −50−0.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 66,313 | $770.8 萬 | 2.6% | −1,000−1.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 42,634 | $769.0 萬 | 2.6% | +684+1.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,410 | $762.7 萬 | 2.6% | −175−1.7% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 27,300 | $730.3 萬 | 2.5% | −600−2.2% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 4,657 | $704.1 萬 | 2.4% | +208+4.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 11,057 | $642.6 萬 | 2.2% | −417−3.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,808 | $622.7 萬 | 2.1% | −217−1.4% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 14,350 | $599.8 萬 | 2.0% | +169+1.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,716 | $516.5 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| ALBAlbemarle Corp | Stock | 37,192 | $490.0 萬 | 1.6% | −7,452−16.7% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 33,256 | $461.3 萬 | 1.6% | −800−2.3% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 76,320 | $452.4 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| ALGNAlign Technology Inc | COM | 13,794 | $452.3 萬 | 1.5% | +12,116+722.1% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 21,545 | $425.7 萬 | 1.4% | −957−4.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,693 | $356.9 萬 | 1.2% | −105−3.8% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,102 | $355.1 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 18,160 | $350.5 萬 | 1.2% | −100−0.5% | 減碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 37,432 | $335.8 萬 | 1.1% | +2,000+5.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,651 | $331.9 萬 | 1.1% | −53−0.6% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 8,054 | $330.8 萬 | 1.1% | −643−7.4% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 18,957 | $320.9 萬 | 1.1% | +613+3.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 25,957 | $317.6 萬 | 1.1% | +2,100+8.8% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 28,934 | $313.4 萬 | 1.1% | +926+3.3% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 41,364 | $299.3 萬 | 1.0% | −997−2.4% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 25,347 | $238.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 14,659 | $231.2 萬 | 0.8% | +1,900+14.9% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 35,796 | $228.8 萬 | 0.8% | −12,377−25.7% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 9,650 | $219.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 25,425 | $218.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 23,805 | $214.4 萬 | 0.7% | +3,000+14.4% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 8,190 | $204.5 萬 | 0.7% | −107−1.3% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 11,588 | $203.4 萬 | 0.7% | +300+2.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,260 | $200.1 萬 | 0.7% | −350−2.6% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 65,559 | $181.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,270 | $161.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,402 | $148.7 萬 | 0.5% | +1,912+25.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 5,260 | $146.8 萬 | 0.5% | +2,250+74.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,025 | $146.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,694 | $140.0 萬 | 0.5% | +2,000+54.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,975 | $139.6 萬 | 0.5% | −160−2.0% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 18,571 | $136.0 萬 | 0.5% | −500−2.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 21,605 | $132.2 萬 | 0.4% | −135−0.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,172 | $115.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 15,233 | $113.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ETSYEtsy Inc | COM | 16,405 | $112.7 萬 | 0.4% | −291−1.7% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,693 | $112.5 萬 | 0.4% | +112+4.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 8,252 | $103.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 17,304 | $100.3 萬 | 0.3% | +4,000+30.1% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 13,500 | $90.4 萬 | 0.3% | −30,557−69.4% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,940 | $88.5 萬 | 0.3% | +400+15.7% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 9,687 | $88.5 萬 | 0.3% | +1,484+18.1% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 19,643 | $86.8 萬 | 0.3% | −3,000−13.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,740 | $83.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 9,212 | $83.7 萬 | 0.3% | +100+1.1% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 2,213 | $65.2 萬 | 0.2% | +975+78.8% | 加碼 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 7,322 | $62.0 萬 | 0.2% | +2,000+37.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 767 | $59.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 5,491 | $58.5 萬 | 0.2% | −2,889−34.5% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,398 | $56.4 萬 | 0.2% | −400−3.7% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,074 | $54.2 萬 | 0.2% | −50−4.4% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 9,855 | $54.0 萬 | 0.2% | +3,635+58.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,700 | $48.3 萬 | 0.2% | +1,500+750.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,202 | $44.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 648 | $43.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 144 | $41.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 2,340 | $39.6 萬 | 0.1% | +1,500+178.6% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,816 | $37.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VLTOVeralto Corp | Stock | 3,927 | $34.8 萬 | 0.1% | +2,871+271.9% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 425 | $32.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 1,200 | $31.5 萬 | 0.1% | −2,172−64.4% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,116 | $30.3 萬 | 0.1% | −30−2.6% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,702 | $29.7 萬 | 0.1% | −968−36.3% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,000 | $28.2 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,600 | $25.5 萬 | 0.1% | 00.0% | 不變 | – |
| ELFe.l.f. Beauty, Inc. | COM | 1,282 | $25.1 萬 | 0.1% | +1,282 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 949 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 1,000 | $21.3 萬 | 0.1% | −250−20.0% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,000 | $20.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,000 | $19.1 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 912 | $18.7 萬 | 0.1% | +750+463.0% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 2,375 | $18.3 萬 | 0.1% | +2,375 | 新進 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 910 | $18.1 萬 | 0.1% | +297+48.5% | 加碼 | 歷史 |
| ODDOddity Tech Ltd | SHS CL A | 3,503 | $15.2 萬 | 0.1% | +3,503 | 新進 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,000 | $14.9 萬 | <0.1% | +1,000 | 新進 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,000 | $14.6 萬 | <0.1% | +1,000 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,358 | $13.1 萬 | <0.1% | −209−13.3% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 1,370 | $12.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GTXGarrett Motion Inc. | Stock | 12,887 | $12.8 萬 | <0.1% | −9,113−41.4% | 減碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 1,001 | $12.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 250 | $11.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 413 | $10.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PHMPultegroup Inc | COM | 800 | $9.65 萬 | <0.1% | +800 | 新進 | 歷史 |
2023 年第 4 季之後清倉（8 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VFCV F Corp | Stock | 26,353 | $49.5 萬 | 0.2% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,711 | $26.9 萬 | 0.1% | 歷史 |
| KVUEKenvue Inc. | Stock | 9,484 | $20.4 萬 | 0.1% | 歷史 |
| ESEversource Energy | Stock | 2,268 | $14.0 萬 | 0.1% | 歷史 |
| TGTTarget Corp | Stock | 300 | $4.27 萬 | <0.1% | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 350 | $2.36 萬 | <0.1% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 442 | $2.23 萬 | <0.1% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11 | $5,791 | <0.1% | 歷史 |