Knuff & Co LLC
- SEC CIK
- 0001768089
- 最新申報
- 2026/8/10
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/1 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 131
- 較 2024 年第 1 季 +6
- 總值
- $3.08 億
- 較 2024 年第 1 季 +$1,062 萬 (+3.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 167,660 | $3,531 萬 | 11.5% | +6,010+3.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 59,456 | $2,657 萬 | 8.6% | −240−0.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 140,028 | $2,309 萬 | 7.5% | −2,615−1.8% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 127,589 | $1,246 萬 | 4.0% | −5,840−4.4% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 17,882 | $1,207 萬 | 3.9% | −734−3.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 51,125 | $937.7 萬 | 3.0% | −600−1.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,359 | $880.5 萬 | 2.9% | −51−0.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 42,334 | $818.1 萬 | 2.7% | −300−0.7% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 4,679 | $768.9 萬 | 2.5% | +22+0.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 66,313 | $763.4 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| FTNTFortinet, Inc. | Stock | 118,840 | $716.2 萬 | 2.3% | −1,975−1.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 21,107 | $703.1 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 14,343 | $672.3 萬 | 2.2% | −70.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 53,660 | $662.9 萬 | 2.2% | −3,500−6.1% | 減碼依 10 比 1 拆股換算 | 歷史 |
| EFXEquifax Inc | COM | 26,400 | $640.1 萬 | 2.1% | −900−3.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,841 | $603.7 萬 | 2.0% | +33+0.2% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 10,633 | $588.0 萬 | 1.9% | −424−3.8% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,052 | $452.8 萬 | 1.5% | −50−0.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,693 | $432.4 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 21,562 | $419.1 萬 | 1.4% | +17+0.1% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 76,320 | $381.2 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 18,307 | $364.6 萬 | 1.2% | −650−3.4% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 30,318 | $343.7 萬 | 1.1% | −2,938−8.8% | 減碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 37,432 | $342.5 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| ALBAlbemarle Corp | Stock | 35,237 | $336.6 萬 | 1.1% | −1,955−5.3% | 減碼 | 歷史 |
| BABoeing Co | Stock | 18,160 | $330.5 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 45,554 | $328.0 萬 | 1.1% | +4,190+10.1% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 8,023 | $299.8 萬 | 1.0% | −31−0.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,576 | $295.2 萬 | 1.0% | −75−0.9% | 減碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 27,209 | $290.0 萬 | 0.9% | −1,725−6.0% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 11,959 | $288.7 萬 | 0.9% | −1,835−13.3% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 25,362 | $251.8 萬 | 0.8% | −595−2.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,185 | $240.2 萬 | 0.8% | −75−0.6% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 32,796 | $232.2 萬 | 0.8% | −3,000−8.4% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 23,805 | $231.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 14,534 | $227.3 萬 | 0.7% | −125−0.9% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 25,425 | $227.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 9,650 | $223.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 8,190 | $204.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 24,802 | $186.9 萬 | 0.6% | −545−2.2% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 64,759 | $181.2 萬 | 0.6% | −800−1.2% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 10,288 | $163.5 萬 | 0.5% | −1,300−11.2% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,220 | $151.3 萬 | 0.5% | −50−0.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 5,260 | $138.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,402 | $137.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 21,300 | $135.6 萬 | 0.4% | −305−1.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,875 | $135.1 萬 | 0.4% | −150−1.9% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,694 | $128.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,671 | $126.5 萬 | 0.4% | −304−3.8% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,693 | $121.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 8,252 | $116.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 14,400 | $108.5 萬 | 0.4% | −833−5.5% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 14,016 | $103.8 萬 | 0.3% | +14,016 | 新進 | – |
| ABTAbbott Laboratories | Stock | 9,797 | $101.8 萬 | 0.3% | −375−3.7% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 16,692 | $99.1 萬 | 0.3% | −612−3.5% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 13,246 | $90.9 萬 | 0.3% | −5,325−28.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 920 | $83.3 萬 | 0.3% | +153+19.9% | 加碼 | 歷史 |
| ETSYEtsy Inc | COM | 13,634 | $80.4 萬 | 0.3% | −2,771−16.9% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 15,500 | $79.2 萬 | 0.3% | +15,500 | 新進 | – |
| MAMastercard Inc | Stock | 1,740 | $76.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 12,200 | $76.4 萬 | 0.2% | +5,000+69.4% | 加碼依 50 比 1 拆股換算 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,940 | $75.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 3,747 | $73.9 萬 | 0.2% | +3,747 | 新進 | – |
| SBUXStarbucks Corp | Stock | 9,090 | $70.8 萬 | 0.2% | −597−6.2% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 8,714 | $67.9 萬 | 0.2% | −498−5.4% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,114 | $61.9 萬 | 0.2% | +40+3.7% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 2,213 | $61.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 19,643 | $60.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 8,622 | $55.4 萬 | 0.2% | +1,300+17.8% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 4,488 | $53.3 萬 | 0.2% | −1,003−18.3% | 減碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 648 | $53.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,700 | $53.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 13,356 | $51.3 萬 | 0.2% | +13,356 | 新進 | – |
| PYPLPayPal Holdings, Inc. | Stock | 8,100 | $47.0 萬 | 0.2% | −5,400−40.0% | 減碼 | 歷史 |
| VLTOVeralto Corp | Stock | 4,847 | $46.3 萬 | 0.2% | +920+23.4% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 3,167 | $45.2 萬 | 0.1% | +3,102+4,772.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,202 | $44.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 4,251 | $42.9 萬 | 0.1% | +4,251 | 新進 | – |
| SLBSLB Limited | Stock | 8,870 | $41.8 萬 | 0.1% | −985−10.0% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,888 | $41.1 萬 | 0.1% | −510−4.9% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 2,340 | $40.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 1,816 | $37.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,058 | $35.3 萬 | 0.1% | +2,058 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 425 | $33.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,702 | $33.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PHMPultegroup Inc | COM | 2,915 | $32.1 萬 | 0.1% | +2,115+264.4% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,000 | $29.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,116 | $28.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,600 | $25.2 萬 | 0.1% | 00.0% | 不變 | – |
| UBERUber Technologies, Inc | Stock | 3,375 | $24.5 萬 | 0.1% | +1,000+42.1% | 加碼 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 1,157 | $24.4 萬 | 0.1% | −125−9.8% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,000 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 1,000 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 2,059 | $21.2 萬 | 0.1% | +2,059 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 949 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ODDOddity Tech Ltd | SHS CL A | 5,013 | $19.7 萬 | 0.1% | +1,510+43.1% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 912 | $19.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,000 | $17.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,000 | $15.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,358 | $13.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（2 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。