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 |
|---|---|---|---|---|---|---|---|
| NKENIKE, Inc. | Stock | 20,927 | $158.4 萬 | 0.5% | −3,600−14.7% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 10,249 | $170.9 萬 | 0.5% | −39−0.4% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 64,558 | $171.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 5,714 | $180.6 萬 | 0.5% | +454+8.6% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 8,407 | $193.0 萬 | 0.6% | +149+1.8% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 37,432 | $214.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 23,805 | $216.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 20,069 | $223.5 萬 | 0.7% | −130−0.6% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 14,696 | $225.8 萬 | 0.7% | −2,838−16.2% | 減碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 25,690 | $227.8 萬 | 0.7% | −700−2.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,709 | $240.6 萬 | 0.7% | +205+1.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 16,710 | $242.0 萬 | 0.7% | +861+5.4% | 加碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 28,849 | $248.3 萬 | 0.8% | +268+0.9% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 34,790 | $249.4 萬 | 0.8% | +275+0.8% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 25,425 | $263.0 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 6,845 | $290.0 萬 | 0.9% | −1,153−14.4% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 9,817 | $291.4 萬 | 0.9% | +167+1.7% | 加碼 | 歷史 |
| BABoeing Co | Stock | 18,140 | $321.1 萬 | 1.0% | +50.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,782 | $341.6 萬 | 1.0% | +106+1.2% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 46,164 | $391.4 萬 | 1.2% | −1,330−2.8% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 22,823 | $418.6 萬 | 1.3% | +845+3.8% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 73,649 | $444.1 萬 | 1.3% | −4,001−5.2% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 92,813 | $487.8 萬 | 1.5% | −2,176−2.3% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,245 | $518.3 萬 | 1.6% | +268+1.0% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 10,295 | $535.6 萬 | 1.6% | −218−2.1% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 13,941 | $561.4 萬 | 1.7% | −252−1.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 26,706 | $619.2 萬 | 1.9% | −280−1.0% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 26,400 | $672.8 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 15,382 | $697.2 萬 | 2.1% | +141+0.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 51,745 | $698.5 萬 | 2.1% | −3,025−5.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 65,097 | $700.2 萬 | 2.1% | +53+0.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 21,069 | $764.3 萬 | 2.3% | −38−0.2% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 4,804 | $816.9 萬 | 2.5% | +40+0.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 47,040 | $895.8 萬 | 2.7% | −990−2.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 42,429 | $930.8 萬 | 2.8% | −2,074−4.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,357 | $949.0 萬 | 2.9% | −20.0% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 119,550 | $1,130 萬 | 3.4% | −290−0.2% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 118,446 | $1,392 萬 | 4.2% | −6,866−5.5% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 16,963 | $1,512 萬 | 4.6% | −895−5.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 137,170 | $2,300 萬 | 7.0% | −778−0.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 59,925 | $2,526 萬 | 7.7% | −648−1.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 164,425 | $4,118 萬 | 12.5% | −3,652−2.2% | 減碼 | 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 |