Knuff & Co LLC
- SEC CIK
- 0001768089
- 最新申報
- 2026/8/10
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/13 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 133
- 較 2024 年第 4 季 −9
- 總值
- $2.98 億
- 較 2024 年第 4 季 −$3,105 萬 (−9.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 153,125 | $3,401 萬 | 11.4% | −11,300−6.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 134,092 | $2,285 萬 | 7.7% | −3,078−2.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 58,790 | $2,207 萬 | 7.4% | −1,135−1.9% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 17,307 | $1,614 萬 | 5.4% | +344+2.0% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 109,115 | $1,050 萬 | 3.5% | −10,435−8.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,313 | $975.4 萬 | 3.3% | −44−0.4% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 4,853 | $946.8 萬 | 3.2% | +49+1.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 16,397 | $873.3 萬 | 2.9% | +1,015+6.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 65,000 | $773.0 萬 | 2.6% | −97−0.1% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 21,069 | $694.9 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 51,176 | $676.7 萬 | 2.3% | +5,012+10.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 35,379 | $673.1 萬 | 2.3% | −7,050−16.6% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 13,825 | $670.3 萬 | 2.2% | −116−0.8% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 122,424 | $669.9 萬 | 2.2% | +3,978+3.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 42,430 | $662.9 萬 | 2.2% | −4,610−9.8% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 26,000 | $633.3 萬 | 2.1% | −400−1.5% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 83,866 | $582.4 萬 | 2.0% | +68,792+456.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 48,720 | $528.0 萬 | 1.8% | −3,025−5.8% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 24,213 | $526.9 萬 | 1.8% | +1,390+6.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 10,228 | $508.9 萬 | 1.7% | −67−0.7% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 81,987 | $479.8 萬 | 1.6% | −10,826−11.7% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,072 | $432.8 萬 | 1.5% | −173−0.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 25,716 | $430.6 萬 | 1.4% | −990−3.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,772 | $321.5 萬 | 1.1% | −10−0.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 19,008 | $318.0 萬 | 1.1% | +2,298+13.8% | 加碼 | 歷史 |
| BABoeing Co | Stock | 17,760 | $302.9 萬 | 1.0% | −380−2.1% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 25,425 | $282.7 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 38,989 | $276.4 萬 | 0.9% | +4,199+12.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 9,844 | $264.9 萬 | 0.9% | +27+0.3% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 23,805 | $223.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 10,249 | $205.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ALBAlbemarle Corp | Stock | 27,581 | $198.6 萬 | 0.7% | −1,268−4.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 5,660 | $198.4 萬 | 0.7% | −54−0.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,436 | $192.5 萬 | 0.6% | −273−2.1% | 減碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 37,432 | $181.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,894 | $165.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 63,859 | $161.8 萬 | 0.5% | −699−1.1% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 16,633 | $141.5 萬 | 0.5% | +2,172+15.0% | 加碼 | – |
| DISWalt Disney Co | Stock | 14,088 | $139.0 萬 | 0.5% | −5,981−29.8% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 12,362 | $138.5 萬 | 0.5% | −200−1.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 19,300 | $138.2 萬 | 0.5% | −66−0.3% | 減碼 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 33,220 | $136.6 萬 | 0.5% | +28,094+548.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,957 | $132.0 萬 | 0.4% | −1,437−15.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 6,270 | $128.5 萬 | 0.4% | −2,137−25.4% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 8,038 | $123.5 萬 | 0.4% | −6,658−45.3% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 9,262 | $122.9 萬 | 0.4% | −25−0.3% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 16,692 | $119.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 2,137 | $117.1 萬 | 0.4% | +30+1.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 8,252 | $115.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 49,332 | $111.2 萬 | 0.4% | +1,000+2.1% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 41,622 | $110.6 萬 | 0.4% | −201−0.5% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 12,105 | $108.7 萬 | 0.4% | −318−2.6% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 13,900 | $103.8 萬 | 0.3% | −500−3.5% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 15,538 | $94.8 萬 | 0.3% | +4,300+38.3% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 14,502 | $92.1 萬 | 0.3% | −6,425−30.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,844 | $90.8 萬 | 0.3% | −1,650−30.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,095 | $90.4 萬 | 0.3% | +196+21.8% | 加碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 10,276 | $82.9 萬 | 0.3% | +150+1.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,240 | $80.8 萬 | 0.3% | +65+0.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,935 | $78.8 萬 | 0.3% | −5−0.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,441 | $75.5 萬 | 0.3% | +1,306+967.4% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,233 | $68.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CMICummins Inc | Stock | 2,112 | $66.2 萬 | 0.2% | −101−4.6% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 5,787 | $59.5 萬 | 0.2% | +1,290+28.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,964 | $59.4 萬 | 0.2% | −2,693−40.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,369 | $58.1 萬 | 0.2% | +54+2.3% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 10,885 | $55.6 萬 | 0.2% | +2,835+35.2% | 加碼 | – |
| AMGNAmgen Inc | Stock | 1,723 | $53.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VLTOVeralto Corp | Stock | 5,458 | $53.2 萬 | 0.2% | −983−15.3% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,816 | $51.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 12,272 | $51.3 萬 | 0.2% | +2,765+29.1% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,163 | $50.1 萬 | 0.2% | +1,163+116.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 860 | $48.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 12,890 | $45.9 萬 | 0.2% | +11,005+583.8% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 8,375 | $42.1 萬 | 0.1% | −65,274−88.6% | 減碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 667 | $38.7 萬 | 0.1% | −709−51.5% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 2,340 | $38.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,335 | $38.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 5,000 | $36.4 萬 | 0.1% | −3,950−44.1% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 916 | $35.1 萬 | 0.1% | −198−17.8% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,852 | $34.8 萬 | 0.1% | +1,388+94.8% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 425 | $33.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 5,402 | $32.9 萬 | 0.1% | −1,920−26.2% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 500 | $28.1 萬 | 0.1% | +400+400.0% | 加碼 | – |
| GDGeneral Dynamics Corp | Stock | 1,000 | $27.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,528 | $26.7 萬 | 0.1% | +731+26.1% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 1,000 | $24.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 500 | $23.4 萬 | 0.1% | −1,306−72.3% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 985 | $23.0 萬 | 0.1% | −20−2.0% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 399 | $20.5 萬 | 0.1% | +399 | 新進 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,000 | $18.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 6,140 | $17.4 萬 | 0.1% | +2,263+58.4% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 900 | $16.2 萬 | 0.1% | −802−47.1% | 減碼 | 歷史 |
| Proshares Ultrapro Short Qqq - US ETP74347G432 | Exchange-Traded Fund | 4,000 | $15.3 萬 | 0.1% | +4,000 | 新進 | – |
| VRSNVerisign Inc | COM | 600 | $15.2 萬 | 0.1% | +600 | 新進 | 歷史 |
| LINLinde PLC | Stock | 297 | $13.8 萬 | <0.1% | +25+9.2% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,056 | $12.9 萬 | <0.1% | +83+8.5% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 413 | $12.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 4,500 | $10.2 萬 | <0.1% | −4,000−47.1% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 2,252 | $9.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| TTDTrade Desk, Inc. | Stock | – | $5.50 萬 |
2024 年第 4 季之後清倉（23 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DEDeere & Co | Stock | 6,845 | $290.0 萬 | 0.9% | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 25,690 | $227.8 萬 | 0.7% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,577 | $147.6 萬 | 0.4% | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 3,545 | $75.4 萬 | 0.2% | – |
| PYPLPayPal Holdings, Inc. | Stock | 6,325 | $54.0 萬 | 0.2% | 歷史 |
| ALGNAlign Technology Inc | COM | 2,521 | $52.6 萬 | 0.2% | 歷史 |
| DDSDillard's, Inc. | CL A | 1,000 | $43.2 萬 | 0.1% | 歷史 |
| ETSYEtsy Inc | COM | 6,600 | $34.9 萬 | 0.1% | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,021 | $34.8 萬 | 0.1% | – |
| ODDOddity Tech Ltd | SHS CL A | 6,824 | $28.7 萬 | 0.1% | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 1,981 | $24.9 萬 | 0.1% | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 1,189 | $24.4 萬 | 0.1% | 歷史 |
| TSLATesla, Inc. | Stock | 520 | $21.0 萬 | 0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 1,950 | $18.9 萬 | 0.1% | – |
| ANETArista Networks, Inc. | Stock | 1,450 | $16.0 萬 | <0.1% | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 1,750 | $13.0 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 2,094 | $12.0 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 1,000 | $8.78 萬 | <0.1% | – |
| COHRCoherent Corp. | COM | 800 | $7.58 萬 | <0.1% | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 2,000 | $7.17 萬 | <0.1% | – |
| CNICanadian National Railway Co | Stock | 400 | $4.06 萬 | <0.1% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 141 | $4.03 萬 | <0.1% | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 188 | $2.42 萬 | <0.1% | – |