Knuff & Co LLC
- SEC CIK
- 0001768089
- 最新申報
- 2026/8/10
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/7 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 127
- 較 2024 年第 2 季 −4
- 總值
- $3.28 億
- 較 2024 年第 2 季 +$1,955 萬 (+6.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 168,077 | $3,916 萬 | 12.0% | +417+0.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 60,573 | $2,606 萬 | 8.0% | +1,117+1.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 137,948 | $2,389 萬 | 7.3% | −2,080−1.5% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 125,312 | $1,374 萬 | 4.2% | −2,277−1.8% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 17,858 | $1,267 萬 | 3.9% | −24−0.1% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 4,764 | $977.6 萬 | 3.0% | +85+1.8% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 119,840 | $929.4 萬 | 2.8% | +1,000+0.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,359 | $918.3 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 44,503 | $829.2 萬 | 2.5% | +2,169+5.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 21,107 | $825.5 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 48,030 | $803.0 萬 | 2.5% | −3,095−6.1% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 26,400 | $775.8 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 65,044 | $762.4 萬 | 2.3% | −1,269−1.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 15,241 | $701.5 萬 | 2.1% | +400+2.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 54,770 | $665.1 萬 | 2.0% | +1,110+2.1% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 14,193 | $660.1 萬 | 2.0% | −150−1.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 10,513 | $650.3 萬 | 2.0% | −120−1.1% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 21,978 | $511.1 萬 | 1.6% | +416+1.9% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 47,494 | $504.0 萬 | 1.5% | +1,940+4.3% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 94,989 | $495.6 萬 | 1.5% | +18,669+24.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 26,986 | $465.5 萬 | 1.4% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 25,977 | $451.1 萬 | 1.4% | −75−0.3% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 77,650 | $447.4 萬 | 1.4% | +65,450+536.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,676 | $351.6 萬 | 1.1% | +100+1.2% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 7,998 | $333.8 萬 | 1.0% | −25−0.3% | 減碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 37,432 | $300.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 17,534 | $298.2 萬 | 0.9% | −773−4.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 34,515 | $291.8 萬 | 0.9% | +1,719+5.2% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 25,425 | $284.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 18,135 | $275.7 萬 | 0.8% | −25−0.1% | 減碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 28,581 | $270.7 萬 | 0.8% | −6,656−18.9% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 9,650 | $261.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 26,390 | $260.7 萬 | 0.8% | −819−3.0% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 23,805 | $247.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 15,849 | $233.4 萬 | 0.7% | +1,315+9.0% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 8,258 | $229.6 萬 | 0.7% | +68+0.8% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 24,527 | $216.8 萬 | 0.7% | −275−1.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,504 | $207.4 萬 | 0.6% | −681−5.2% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 20,199 | $194.3 萬 | 0.6% | −5,163−20.4% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 10,288 | $194.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 64,558 | $186.8 萬 | 0.6% | −201−0.3% | 減碼 | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 76,330 | $180.5 萬 | 0.6% | +76,330 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,775 | $153.5 萬 | 0.5% | −100−1.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,466 | $153.4 萬 | 0.5% | +64+0.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 21,300 | $153.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 5,260 | $144.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 8,252 | $140.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,694 | $140.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ALGNAlign Technology Inc | COM | 5,468 | $139.1 萬 | 0.4% | −6,491−54.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,120 | $137.6 萬 | 0.4% | −100−0.8% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,691 | $133.2 萬 | 0.4% | −2−0.1% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 14,400 | $120.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,907 | $117.5 萬 | 0.4% | −764−10.0% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 13,941 | $112.0 萬 | 0.3% | −75−0.5% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 9,797 | $111.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 13,276 | $111.3 萬 | 0.3% | +30+0.2% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 16,692 | $94.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,038 | $92.0 萬 | 0.3% | +118+12.8% | 加碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 9,226 | $86.6 萬 | 0.3% | +512+5.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,745 | $86.2 萬 | 0.3% | +5+0.3% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 7,121 | $84.8 萬 | 0.3% | +3,954+124.9% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,940 | $80.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,175 | $79.7 萬 | 0.2% | −915−10.1% | 減碼 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 3,595 | $74.3 萬 | 0.2% | −152−4.1% | 減碼 | – |
| VLTOVeralto Corp | Stock | 6,441 | $72.0 萬 | 0.2% | +1,594+32.9% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 2,213 | $71.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PHMPultegroup Inc | COM | 4,747 | $68.1 萬 | 0.2% | +1,832+62.8% | 加碼 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 7,322 | $65.6 萬 | 0.2% | −1,300−15.1% | 減碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 668 | $61.8 萬 | 0.2% | +20+3.1% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 11,238 | $58.1 萬 | 0.2% | +1,350+13.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,114 | $57.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 7,100 | $55.4 萬 | 0.2% | −1,000−12.3% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,700 | $54.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,058 | $52.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,202 | $46.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 1,816 | $46.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 2,340 | $45.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 9,810 | $41.2 萬 | 0.1% | +940+10.6% | 加碼 | 歷史 |
| DDSDillard's, Inc. | CL A | 1,000 | $38.4 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 425 | $38.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETSYEtsy Inc | COM | 6,650 | $36.9 萬 | 0.1% | −6,984−51.2% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 7,000 | $35.7 萬 | 0.1% | −8,500−54.8% | 減碼 | – |
| TXNTexas Instruments Inc | Stock | 1,702 | $35.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 4,732 | $31.6 萬 | 0.1% | +244+5.4% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,000 | $30.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,116 | $28.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 3,820 | $28.7 萬 | 0.1% | +445+13.2% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,005 | $27.2 萬 | 0.1% | +56+5.9% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 10,989 | $25.8 萬 | 0.1% | −8,654−44.1% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,420 | $24.5 萬 | 0.1% | −180−6.9% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 1,000 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,000 | $22.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 1,000 | $20.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ODDOddity Tech Ltd | SHS CL A | 5,138 | $20.7 萬 | 0.1% | +125+2.5% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 912 | $18.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,000 | $18.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,358 | $15.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 1,058 | $12.8 萬 | <0.1% | +57+5.7% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 1,170 | $12.2 萬 | <0.1% | −100−7.9% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 250 | $11.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 2 季之後清倉（13 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DXCMDexcom Inc | COM | 30,318 | $343.7 萬 | 1.1% | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 13,356 | $51.3 萬 | 0.2% | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 4,251 | $42.9 萬 | 0.1% | – |
| ELFe.l.f. Beauty, Inc. | COM | 1,157 | $24.4 萬 | 0.1% | 歷史 |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 2,059 | $21.2 萬 | 0.1% | 歷史 |
| PLDPrologis, Inc. | REIT | 650 | $7.30 萬 | <0.1% | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 750 | $7.14 萬 | <0.1% | 歷史 |
| GTXGarrett Motion Inc. | Stock | 6,387 | $5.49 萬 | <0.1% | 歷史 |
| BLKBlackRock, Inc. | COM | 40 | $3.15 萬 | <0.1% | 歷史 |
| AMBAAmbarella Inc | SHS | 500 | $2.70 萬 | <0.1% | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 137 | $1.07 萬 | <0.1% | – |
| KDKyndryl Holdings, Inc. | Stock | 200 | $5,262 | <0.1% | 歷史 |
| REZIResideo Technologies, Inc. | Stock | 125 | $2,445 | <0.1% | 歷史 |