Knuff & Co LLC
- SEC CIK
- 0001768089
- 最新申報
- 2026/8/10
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/10 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 142
- 較 2024 年第 3 季 +15
- 總值
- $3.29 億
- 較 2024 年第 3 季 +$135.0 萬 (+0.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 164,425 | $4,118 萬 | 12.5% | −3,652−2.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 59,925 | $2,526 萬 | 7.7% | −648−1.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 137,170 | $2,300 萬 | 7.0% | −778−0.6% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 16,963 | $1,512 萬 | 4.6% | −895−5.0% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 118,446 | $1,392 萬 | 4.2% | −6,866−5.5% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 119,550 | $1,130 萬 | 3.4% | −290−0.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,357 | $949.0 萬 | 2.9% | −20.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 42,429 | $930.8 萬 | 2.8% | −2,074−4.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 47,040 | $895.8 萬 | 2.7% | −990−2.1% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 4,804 | $816.9 萬 | 2.5% | +40+0.8% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 21,069 | $764.3 萬 | 2.3% | −38−0.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 65,097 | $700.2 萬 | 2.1% | +53+0.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 51,745 | $698.5 萬 | 2.1% | −3,025−5.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 15,382 | $697.2 萬 | 2.1% | +141+0.9% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 26,400 | $672.8 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 26,706 | $619.2 萬 | 1.9% | −280−1.0% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 13,941 | $561.4 萬 | 1.7% | −252−1.8% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 10,295 | $535.6 萬 | 1.6% | −218−2.1% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,245 | $518.3 萬 | 1.6% | +268+1.0% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 92,813 | $487.8 萬 | 1.5% | −2,176−2.3% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 73,649 | $444.1 萬 | 1.3% | −4,001−5.2% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 22,823 | $418.6 萬 | 1.3% | +845+3.8% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 46,164 | $391.4 萬 | 1.2% | −1,330−2.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,782 | $341.6 萬 | 1.0% | +106+1.2% | 加碼 | 歷史 |
| BABoeing Co | Stock | 18,140 | $321.1 萬 | 1.0% | +50.0% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 9,817 | $291.4 萬 | 0.9% | +167+1.7% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 6,845 | $290.0 萬 | 0.9% | −1,153−14.4% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 25,425 | $263.0 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 34,790 | $249.4 萬 | 0.8% | +275+0.8% | 加碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 28,849 | $248.3 萬 | 0.8% | +268+0.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 16,710 | $242.0 萬 | 0.7% | +861+5.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,709 | $240.6 萬 | 0.7% | +205+1.6% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 25,690 | $227.8 萬 | 0.7% | −700−2.7% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 14,696 | $225.8 萬 | 0.7% | −2,838−16.2% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 20,069 | $223.5 萬 | 0.7% | −130−0.6% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 23,805 | $216.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 37,432 | $214.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 8,407 | $193.0 萬 | 0.6% | +149+1.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 5,714 | $180.6 萬 | 0.5% | +454+8.6% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 64,558 | $171.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 10,249 | $170.9 萬 | 0.5% | −39−0.4% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 20,927 | $158.4 萬 | 0.5% | −3,600−14.7% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,577 | $147.6 萬 | 0.4% | −114−4.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,894 | $140.3 萬 | 0.4% | +119+1.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 8,252 | $137.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,394 | $135.9 萬 | 0.4% | −72−0.8% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 15,074 | $129.7 萬 | 0.4% | +7,953+111.7% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 14,461 | $127.8 萬 | 0.4% | +14,461 | 新進 | – |
| UNPUnion Pacific Corp | Stock | 5,494 | $125.3 萬 | 0.4% | −200−3.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,423 | $123.6 萬 | 0.4% | +303+2.5% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 19,366 | $120.6 萬 | 0.4% | −1,934−9.1% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 16,692 | $117.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 14,400 | $116.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 12,562 | $116.0 萬 | 0.4% | −714−5.4% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 2,107 | $110.9 萬 | 0.3% | +362+20.7% | 加碼 | 歷史 |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 48,332 | $110.2 萬 | 0.3% | +48,332 | 新進 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 41,823 | $109.0 萬 | 0.3% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| ABTAbbott Laboratories | Stock | 9,287 | $105.0 萬 | 0.3% | −510−5.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,657 | $101.2 萬 | 0.3% | −250−3.6% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,940 | $98.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,806 | $92.3 萬 | 0.3% | +1,766+4,415.0% | 加碼 | – |
| MPWRMonolithic Power Systems, Inc. | COM | 1,376 | $81.4 萬 | 0.2% | +708+106.0% | 加碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 10,126 | $79.2 萬 | 0.2% | +900+9.8% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 2,213 | $77.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 3,545 | $75.4 萬 | 0.2% | −50−1.4% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 8,175 | $74.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,233 | $73.5 萬 | 0.2% | +175+8.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 899 | $69.4 萬 | 0.2% | −139−13.4% | 減碼 | 歷史 |
| VLTOVeralto Corp | Stock | 6,441 | $65.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 11,238 | $63.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,315 | $55.5 萬 | 0.2% | +113+5.1% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 8,950 | $54.0 萬 | 0.2% | +5,130+134.3% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 6,325 | $54.0 萬 | 0.2% | −775−10.9% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 2,521 | $52.6 萬 | 0.2% | −2,947−53.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 860 | $50.4 萬 | 0.2% | +860 | 新進 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 7,322 | $50.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,114 | $49.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PHMPultegroup Inc | COM | 4,497 | $49.0 萬 | 0.1% | −250−5.3% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 425 | $45.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,723 | $44.9 萬 | 0.1% | +23+1.4% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,816 | $43.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DDSDillard's, Inc. | CL A | 1,000 | $43.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 8,050 | $41.0 萬 | 0.1% | +1,050+15.0% | 加碼 | – |
| ZTSZoetis Inc. | Stock | 2,340 | $38.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 9,507 | $36.4 萬 | 0.1% | −303−3.1% | 減碼 | 歷史 |
| ETSYEtsy Inc | COM | 6,600 | $34.9 萬 | 0.1% | −50−0.8% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,021 | $34.8 萬 | 0.1% | +3,021 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 1,335 | $32.3 萬 | 0.1% | +335+33.5% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,702 | $31.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ODDOddity Tech Ltd | SHS CL A | 6,824 | $28.7 萬 | 0.1% | +1,686+32.8% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,000 | $26.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 1,981 | $24.9 萬 | 0.1% | +1,981 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,005 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 1,189 | $24.4 萬 | 0.1% | +833+234.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,000 | $22.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 942 | $21.3 萬 | 0.1% | +30+3.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 520 | $21.0 萬 | 0.1% | +520 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 1,000 | $20.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,797 | $19.7 萬 | 0.1% | +2,797 | 新進 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,000 | $19.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2024 年第 3 季之後清倉（11 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SIRISirius XM Holdings Inc. | COM | 76,330 | $180.5 萬 | 0.6% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,116 | $28.8 萬 | 0.1% | 歷史 |
| MSMorgan Stanley | Stock | 1,170 | $12.2 萬 | <0.1% | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 400 | $5.61 萬 | <0.1% | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 550 | $4.70 萬 | <0.1% | 歷史 |
| MBCMasterBrand, Inc. | COMMON STOCK | 2,000 | $3.71 萬 | <0.1% | 歷史 |
| FASTFastenal Co | Stock | 375 | $2.68 萬 | <0.1% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 34 | $1.79 萬 | <0.1% | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 20 | $5,663 | <0.1% | – |
| Invesco Exchange Traded FD T46137V217 | S&P MDCP400 PR | 92 | $4,530 | <0.1% | – |
| HSYHershey Co | COM | 19 | $3,644 | <0.1% | 歷史 |