Knuff & Co LLC
- SEC CIK
- 0001768089
- 最新申報
- 2026/8/10
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/13 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 122
- 較 2025 年第 2 季 0
- 總值
- $3.45 億
- 較 2025 年第 2 季 +$2,760 萬 (+8.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 156,038 | $3,973 萬 | 11.5% | +9,318+6.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 59,301 | $3,071 萬 | 8.9% | −80.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 134,071 | $2,060 萬 | 6.0% | +531+0.4% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 16,816 | $2,016 萬 | 5.8% | −470−2.7% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 255,024 | $1,415 萬 | 4.1% | +127,105+99.4% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 4,424 | $1,034 萬 | 3.0% | +23+0.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 40,425 | $984.6 萬 | 2.9% | +375+0.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,613 | $982.4 萬 | 2.8% | +280+2.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 20,569 | $981.4 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 54,392 | $972.1 萬 | 2.8% | +54,392 | 新進 | 歷史 |
| FTNTFortinet, Inc. | Stock | 104,975 | $882.6 萬 | 2.6% | −2,950−2.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 16,773 | $843.2 萬 | 2.4% | +436+2.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 25,068 | $827.0 萬 | 2.4% | −398−1.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 41,605 | $776.3 萬 | 2.2% | +45+0.1% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,327 | $735.3 萬 | 2.1% | −210−0.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 32,692 | $717.8 萬 | 2.1% | +290+0.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 62,932 | $709.6 萬 | 2.1% | −210.0% | 減碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 119,364 | $686.2 萬 | 2.0% | +6,076+5.4% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 23,500 | $602.8 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 14,184 | $555.5 萬 | 1.6% | +188+1.3% | 加碼 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 147,651 | $516.5 萬 | 1.5% | −12,300−7.7% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 72,477 | $487.8 萬 | 1.4% | −7,685−9.6% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 24,745 | $475.9 萬 | 1.4% | −144−0.6% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 8,106 | $393.2 萬 | 1.1% | +1,437+21.5% | 加碼 | 歷史 |
| BABoeing Co | Stock | 17,881 | $385.9 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| MDBMongoDB, Inc. | CL A | 11,529 | $357.8 萬 | 1.0% | +11,529 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,731 | $353.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 9,844 | $327.0 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,521 | $304.4 萬 | 0.9% | +50+0.4% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 9,999 | $300.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 24,867 | $277.8 萬 | 0.8% | −458−1.8% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 56,275 | $275.8 萬 | 0.8% | −69,246−55.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 34,005 | $256.7 萬 | 0.7% | −1,478−4.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 8,252 | $232.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 35,876 | $230.4 萬 | 0.7% | −496−1.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 14,526 | $225.6 萬 | 0.7% | −62−0.4% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 23,805 | $190.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 5,200 | $177.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,580 | $175.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ALBAlbemarle Corp | Stock | 21,000 | $170.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 63,859 | $162.7 萬 | 0.5% | −71−0.1% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 14,396 | $159.8 萬 | 0.5% | +2,034+16.5% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 11,457 | $151.4 萬 | 0.4% | +5,992+109.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 13,057 | $149.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,757 | $143.8 萬 | 0.4% | −200−2.5% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 16,692 | $139.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,233 | $137.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 19,300 | $128.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 7,544 | $125.5 萬 | 0.4% | −400−5.0% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 40,438 | $117.7 萬 | 0.3% | −200−0.5% | 減碼 | – |
| VRSNVerisign Inc | COM | 3,979 | $111.2 萬 | 0.3% | +751+23.3% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 4,704 | $103.9 萬 | 0.3% | +415+9.7% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 4,889 | $96.9 萬 | 0.3% | −1,246−20.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,038 | $92.6 萬 | 0.3% | −650−5.6% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,660 | $86.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 10,095 | $85.4 萬 | 0.2% | +693+7.4% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,362 | $85.2 萬 | 0.2% | −3,140−33.0% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,486 | $84.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CMICummins Inc | Stock | 1,965 | $83.0 萬 | 0.2% | −147−7.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,369 | $74.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,908 | $68.9 萬 | 0.2% | −2−0.1% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,735 | $61.7 萬 | 0.2% | +150+9.5% | 加碼 | 歷史 |
| VLTOVeralto Corp | Stock | 5,283 | $56.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,800 | $50.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 550 | $50.6 萬 | 0.1% | +35+6.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,602 | $50.6 萬 | 0.1% | −380−9.5% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,738 | $48.4 萬 | 0.1% | −3,110−22.5% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,816 | $44.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 5,713 | $39.8 萬 | 0.1% | +1,488+35.2% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 425 | $39.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,805 | $38.1 萬 | 0.1% | +3,805 | 新進 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 5,011 | $37.6 萬 | 0.1% | +200+4.2% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,858 | $35.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ASMLASML Holding NV | ADR | 363 | $35.1 萬 | 0.1% | +313+626.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,380 | $34.4 萬 | 0.1% | +836+54.1% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 2,340 | $34.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,000 | $34.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 3,000 | $29.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 5,322 | $28.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,000 | $28.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,797 | $24.4 萬 | 0.1% | 00.0% | 不變 | – |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 10,282 | $23.9 萬 | 0.1% | −3,000−22.6% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 949 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 363 | $22.2 萬 | 0.1% | 00.0% | 不變 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,000 | $20.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 262 | $20.0 萬 | 0.1% | −390−59.8% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 4,375 | $17.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 400 | $14.1 萬 | <0.1% | −325−44.8% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 800 | $13.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 272 | $12.9 萬 | <0.1% | −30−9.9% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 700 | $12.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 413 | $12.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 2,500 | $11.9 萬 | <0.1% | 00.0% | 不變 | – |
| ENBEnbridge Inc | Stock | 2,252 | $11.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 1,000 | $10.8 萬 | <0.1% | +250+33.3% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 1,500 | $9.89 萬 | <0.1% | −12,400−89.2% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 451 | $9.59 萬 | <0.1% | −75−14.3% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 325 | $9.16 萬 | <0.1% | 00.0% | 不變 | – |
| ECLEcolab Inc. | Stock | 313 | $8.57 萬 | <0.1% | +4+1.3% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 300 | $8.11 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 |
|---|---|---|---|
| MDBMongoDB, Inc. | CL A | – | $9.24 萬 |
2025 年第 2 季之後清倉（8 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Russell Midcap ETF464287499 | ETF | 13,437 | $123.6 萬 | 0.4% | – |
| LMTLockheed Martin Corp | Stock | 598 | $27.7 萬 | 0.1% | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 6,260 | $25.5 萬 | 0.1% | – |
| Proshares Ultrapro Short Qqq - US ETP74347G432 | Exchange-Traded Fund | 5,000 | $9.79 萬 | <0.1% | – |
| ProShares Ultrapro Short S&P50074349Y845 | ETF | 4,000 | $6.72 萬 | <0.1% | – |
| SJMJ M SMUCKER Co | Stock | 677 | $6.65 萬 | <0.1% | 歷史 |
| ACNAccenture plc | Stock | 147 | $4.39 萬 | <0.1% | 歷史 |
| FISVFiserv Inc | Stock | 220 | $3.79 萬 | <0.1% | 歷史 |