Knuff & Co LLC
- SEC CIK
- 0001768089
- 最新申報
- 2026/8/10
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/13 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 122
- 較 2025 年第 1 季 −11
- 總值
- $3.17 億
- 較 2025 年第 1 季 +$1,951 萬 (+6.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 146,720 | $3,010 萬 | 9.5% | −6,405−4.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 59,309 | $2,950 萬 | 9.3% | +519+0.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 17,286 | $2,315 萬 | 7.3% | −21−0.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 133,540 | $2,128 萬 | 6.7% | −552−0.4% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 4,401 | $1,150 萬 | 3.6% | −452−9.3% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 107,925 | $1,141 萬 | 3.6% | −1,190−1.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,333 | $1,023 萬 | 3.2% | +20+0.2% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 125,521 | $903.6 萬 | 2.8% | +3,097+2.5% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 127,919 | $882.9 萬 | 2.8% | +44,053+52.5% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 20,569 | $798.5 萬 | 2.5% | −500−2.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 16,337 | $793.6 萬 | 2.5% | −60−0.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 32,402 | $710.9 萬 | 2.2% | −2,977−8.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 40,050 | $710.4 萬 | 2.2% | −2,380−5.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 25,466 | $702.0 萬 | 2.2% | −250−1.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 62,953 | $678.6 萬 | 2.1% | −2,047−3.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 41,560 | $656.6 萬 | 2.1% | −7,160−14.7% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 13,996 | $623.1 萬 | 2.0% | +171+1.2% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 23,500 | $609.5 萬 | 1.9% | −2,500−9.6% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,537 | $601.0 萬 | 1.9% | +465+1.8% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 24,889 | $550.1 萬 | 1.7% | +676+2.8% | 加碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 113,288 | $525.5 萬 | 1.7% | +100,398+778.9% | 加碼 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 159,951 | $522.1 萬 | 1.6% | +126,731+381.5% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 80,162 | $502.1 萬 | 1.6% | −1,825−2.2% | 減碼 | 歷史 |
| BABoeing Co | Stock | 17,881 | $374.7 萬 | 1.2% | +121+0.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,731 | $320.1 萬 | 1.0% | −41−0.5% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 9,844 | $314.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 6,669 | $270.4 萬 | 0.9% | −3,559−34.8% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 25,325 | $267.1 萬 | 0.8% | −100−0.4% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 9,999 | $257.4 萬 | 0.8% | −250−2.4% | 減碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 36,372 | $255.9 萬 | 0.8% | −1,060−2.8% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 35,483 | $246.3 萬 | 0.8% | −3,506−9.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,471 | $219.8 萬 | 0.7% | +35+0.3% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 23,805 | $216.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 14,588 | $208.9 萬 | 0.7% | −4,420−23.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 5,200 | $184.6 萬 | 0.6% | −460−8.1% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 8,252 | $180.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 13,057 | $161.9 萬 | 0.5% | −1,031−7.3% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 63,930 | $155.0 萬 | 0.5% | +71+0.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,580 | $140.7 萬 | 0.4% | −314−4.0% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 12,362 | $137.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 19,300 | $136.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 16,692 | $133.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ALBAlbemarle Corp | Stock | 21,000 | $131.6 萬 | 0.4% | −6,581−23.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 9,502 | $129.2 萬 | 0.4% | +240+2.6% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 7,944 | $126.5 萬 | 0.4% | −94−1.2% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 13,437 | $123.6 萬 | 0.4% | −3,196−19.2% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 7,957 | $121.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 6,135 | $121.2 萬 | 0.4% | −135−2.2% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,233 | $118.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 13,900 | $113.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 40,638 | $112.4 萬 | 0.4% | −984−2.4% | 減碼 | – |
| WMWaste Management Inc | Stock | 4,289 | $98.1 萬 | 0.3% | +2,126+98.3% | 加碼 | 歷史 |
| VRSNVerisign Inc | COM | 3,228 | $93.2 萬 | 0.3% | +2,628+438.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,688 | $92.5 萬 | 0.3% | −417−3.4% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 9,402 | $86.2 萬 | 0.3% | +1,162+14.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,660 | $84.2 萬 | 0.3% | −184−4.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,486 | $83.5 萬 | 0.3% | −651−30.5% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,910 | $79.4 萬 | 0.2% | −25−0.9% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 2,112 | $69.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,369 | $68.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 13,848 | $64.1 萬 | 0.2% | −1,690−10.9% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 5,465 | $58.7 萬 | 0.2% | −322−5.6% | 減碼 | 歷史 |
| VLTOVeralto Corp | Stock | 5,283 | $53.3 萬 | 0.2% | −175−3.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,982 | $52.6 萬 | 0.2% | +18+0.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 652 | $50.8 萬 | 0.2% | −443−40.5% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,800 | $50.3 萬 | 0.2% | +77+4.5% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,816 | $48.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,585 | $48.3 萬 | 0.2% | +250+18.7% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 425 | $43.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 515 | $37.7 萬 | 0.1% | −152−22.8% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 2,340 | $36.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 4,811 | $35.6 萬 | 0.1% | −5,465−53.2% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,858 | $33.7 萬 | 0.1% | +6+0.2% | 加碼 | 歷史 |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 13,282 | $30.5 萬 | 0.1% | −36,050−73.1% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 4,225 | $30.0 萬 | 0.1% | −10,277−70.9% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,000 | $29.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,000 | $29.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 725 | $28.0 萬 | 0.1% | −191−20.9% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 3,000 | $28.0 萬 | 0.1% | −2,000−40.0% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 598 | $27.7 萬 | 0.1% | +598 | 新進 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 5,322 | $27.4 萬 | 0.1% | −80−1.5% | 減碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 6,260 | $25.5 萬 | 0.1% | +6,260 | 新進 | – |
| CMGChipotle Mexican Grill Inc | COM | 4,375 | $24.6 萬 | 0.1% | −4,000−47.8% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,797 | $23.3 萬 | 0.1% | −731−20.7% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 949 | $21.1 萬 | 0.1% | −36−3.7% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,000 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 363 | $20.6 萬 | 0.1% | −36−9.0% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 1,544 | $19.1 萬 | 0.1% | +488+46.2% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 700 | $14.5 萬 | <0.1% | −200−22.2% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 302 | $14.2 萬 | <0.1% | +5+1.7% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 413 | $12.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 526 | $11.2 萬 | <0.1% | +526 | 新進 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 2,500 | $10.9 萬 | <0.1% | +2,500 | 新進 | – |
| VLOValero Energy Corp | Stock | 800 | $10.8 萬 | <0.1% | +800 | 新進 | 歷史 |
| ENBEnbridge Inc | Stock | 2,252 | $10.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Proshares Ultrapro Short Qqq - US ETP74347G432 | Exchange-Traded Fund | 5,000 | $9.79 萬 | <0.1% | +1,000+25.0% | 加碼 | – |
| ECLEcolab Inc. | Stock | 309 | $8.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMECME Group Inc. | COM | 300 | $8.27 萬 | <0.1% | +156+108.3% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 325 | $8.23 萬 | <0.1% | 00.0% | 不變 | – |
| TTTrane Technologies plc | SHS | 167 | $7.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
選擇權（2 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。
2025 年第 1 季之後清倉（19 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BABAAlibaba Group Holding Ltd | ADR | 51,176 | $676.7 萬 | 2.3% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,441 | $75.5 萬 | 0.3% | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 10,885 | $55.6 萬 | 0.2% | – |
| SLBSLB Limited | Stock | 12,272 | $51.3 萬 | 0.2% | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 860 | $48.1 萬 | 0.2% | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 500 | $23.4 萬 | 0.1% | – |
| MRNAModerna, Inc. | Stock | 6,140 | $17.4 萬 | 0.1% | 歷史 |
| INTCIntel Corp | Stock | 4,500 | $10.2 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 250 | $9.27 萬 | <0.1% | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 400 | $7.76 萬 | <0.1% | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 1,005 | $7.02 萬 | <0.1% | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,093 | $6.38 萬 | <0.1% | – |
| CPAYCorpay, Inc. | COM SHS | 160 | $5.58 萬 | <0.1% | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 262 | $5.43 萬 | <0.1% | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 902 | $4.87 萬 | <0.1% | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 135 | $3.71 萬 | <0.1% | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 739 | $2.91 萬 | <0.1% | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 114 | $2.78 萬 | <0.1% | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 257 | $2.66 萬 | <0.1% | – |