Knuff & Co LLC
- SEC CIK
- 0001768089
- 最新申報
- 2026/8/10
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/11 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 134
- 較 2025 年第 4 季 +5
- 總值
- $3.32 億
- 較 2025 年第 4 季 −$741.6 萬 (−2.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 157,489 | $3,997 萬 | 12.0% | −1,352−0.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 59,863 | $2,216 萬 | 6.7% | +256+0.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 131,026 | $1,893 萬 | 5.7% | −2,421−1.8% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 173,500 | $1,668 萬 | 5.0% | +7,174+4.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 20,782 | $1,472 萬 | 4.4% | +213+1.0% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 36,858 | $1,246 萬 | 3.8% | +9,130+32.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 40,801 | $1,170 萬 | 3.5% | +328+0.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 62,872 | $1,067 萬 | 3.2% | −45−0.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,523 | $1,049 萬 | 3.2% | −93−0.9% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 5,703 | $986.1 萬 | 3.0% | +726+14.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 42,114 | $877.1 萬 | 2.6% | −3,702−8.1% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 235,229 | $864.5 萬 | 2.6% | +63,479+37.0% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 103,975 | $849.7 萬 | 2.6% | −1,325−1.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 24,561 | $760.2 萬 | 2.3% | −562−2.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 40,415 | $704.8 萬 | 2.1% | −755−1.8% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 56,138 | $704.3 萬 | 2.1% | −662−1.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,367 | $688.5 萬 | 2.1% | −2,546−15.1% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 13,981 | $624.3 萬 | 1.9% | −216−1.5% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 74,077 | $536.8 萬 | 1.6% | +1,600+2.2% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 40,514 | $423.6 萬 | 1.3% | +34,774+605.8% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 23,000 | $414.2 萬 | 1.2% | −500−2.1% | 減碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 115,066 | $408.3 萬 | 1.2% | −12,815−10.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,360 | $384.2 萬 | 1.2% | +696+5.5% | 加碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 21,000 | $377.0 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| MDBMongoDB, Inc. | CL A | 15,359 | $375.9 萬 | 1.1% | +1,188+8.4% | 加碼 | 歷史 |
| BABoeing Co | Stock | 18,061 | $359.5 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 7,306 | $359.1 萬 | 1.1% | −832−10.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 34,785 | $323.1 萬 | 1.0% | +300+0.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 14,726 | $304.7 萬 | 0.9% | +200+1.4% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 9,950 | $301.0 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 10,099 | $286.6 萬 | 0.9% | +9+0.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,625 | $283.7 萬 | 0.9% | −115−1.3% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 24,867 | $272.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,357 | $253.2 萬 | 0.8% | +2,110+25.6% | 加碼 | 歷史 |
| QXOQXO, Inc. | COM NEW | 128,548 | $249.6 萬 | 0.8% | +124,623+3,175.1% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 14,796 | $206.2 萬 | 0.6% | +400+2.8% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,283 | $199.3 萬 | 0.6% | +28+1.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,975 | $195.2 萬 | 0.6% | +1,400+18.5% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 22,305 | $190.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 63,859 | $179.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 11,872 | $174.6 萬 | 0.5% | +3,620+43.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 5,200 | $157.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 19,300 | $146.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PHMPultegroup Inc | COM | 11,947 | $140.5 萬 | 0.4% | −1,383−10.4% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,038 | $132.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 39,438 | $120.3 萬 | 0.4% | −1,000−2.5% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 14,292 | $113.8 萬 | 0.3% | −2,400−14.4% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 4,921 | $113.1 萬 | 0.3% | −809−14.1% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 11,270 | $108.6 萬 | 0.3% | −1,787−13.7% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 1,965 | $105.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 16,238 | $98.5 萬 | 0.3% | +5,300+48.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 10,670 | $95.6 萬 | 0.3% | +225+2.2% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 4,762 | $90.3 萬 | 0.3% | −107−2.2% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,560 | $86.4 萬 | 0.3% | −100−2.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,649 | $82.4 萬 | 0.2% | +163+11.0% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 5,600 | $70.8 萬 | 0.2% | +5,600 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,610 | $69.3 萬 | 0.2% | −125−7.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,282 | $67.1 萬 | 0.2% | −87−3.7% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,800 | $63.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 2,211 | $62.7 萬 | 0.2% | +2,211 | 新進 | 歷史 |
| VLTOVeralto Corp | Stock | 6,983 | $61.7 萬 | 0.2% | +1,700+32.2% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 550 | $60.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,519 | $58.2 萬 | 0.2% | −3,025−40.1% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,300 | $52.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,975 | $51.3 萬 | 0.2% | −14,835−83.3% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,930 | $51.3 萬 | 0.2% | +1,535+388.6% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,875 | $50.1 萬 | 0.2% | −1,487−23.4% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 368 | $48.6 萬 | 0.1% | −25−6.4% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,515 | $46.9 萬 | 0.1% | −349−12.2% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 3,400 | $44.5 萬 | 0.1% | +3,400 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,608 | $40.5 萬 | 0.1% | −294−10.1% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 768 | $38.1 萬 | 0.1% | +193+33.6% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,816 | $36.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,000 | $34.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Calif Tax Free FDS922021605 | TAX EXEMPT BD FD | 3,000 | $29.7 萬 | 0.1% | +2,200+275.0% | 加碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 743 | $29.0 萬 | 0.1% | +743 | 新進 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,797 | $25.3 萬 | 0.1% | 00.0% | 不變 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 3,511 | $25.0 萬 | 0.1% | −1,530−30.4% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,000 | $25.0 萬 | 0.1% | −3−0.3% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V103 | ST STR REAL ETF | 6,740 | $24.4 萬 | 0.1% | +6,740 | 新進 | – |
| IBMInternational Business Machines Corp | Stock | 1,000 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 7,155 | $22.9 萬 | 0.1% | +2,750+62.4% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 3,000 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 5,322 | $20.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 221 | $20.3 萬 | 0.1% | −65−22.7% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 1,000 | $19.8 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| VLOValero Energy Corp | Stock | 800 | $19.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 800 | $18.9 萬 | 0.1% | −149−15.7% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,358 | $17.8 萬 | 0.1% | −1,500−52.5% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 296 | $17.7 萬 | 0.1% | −67−18.5% | 減碼 | – |
| ETNEaton Corp plc | Stock | 453 | $16.2 萬 | <0.1% | −3−0.7% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 2,600 | $14.1 萬 | <0.1% | +348+15.5% | 加碼 | 歷史 |
| Dmy Technology Group Inc IV23344K102 | COM CL A | 5,000 | $14.0 萬 | <0.1% | 00.0% | 不變 | – |
| TXNTexas Instruments Inc | Stock | 700 | $13.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 780 | $13.5 萬 | <0.1% | +780 | 新進 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 2,081 | $13.3 萬 | <0.1% | +1,603+335.4% | 加碼 | – |
| NXENexGen Energy Ltd. | COM | 11,250 | $13.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGNAlign Technology Inc | COM | 752 | $12.9 萬 | <0.1% | −50−6.2% | 減碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 2,500 | $12.7 萬 | <0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 210 | $12.0 萬 | <0.1% | −15−6.7% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（13 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MCHPMicrochip Technology Inc | Stock | 35,876 | $228.6 萬 | 0.7% | 歷史 |
| NKENIKE, Inc. | Stock | 6,383 | $40.7 萬 | 0.1% | 歷史 |
| AMBAAmbarella Inc | SHS | 3,020 | $21.4 萬 | 0.1% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 4,000 | $15.2 萬 | <0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 400 | $14.0 萬 | <0.1% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 1,500 | $9.97 萬 | <0.1% | 歷史 |
| GRABGrab Holdings Ltd | CLASS A ORD | 16,000 | $7.98 萬 | <0.1% | 歷史 |
| ADIAnalog Devices Inc | Stock | 275 | $7.46 萬 | <0.1% | 歷史 |
| CCJCameco Corp | Stock | 750 | $6.86 萬 | <0.1% | 歷史 |
| NXDRNextdoor Holdings, Inc. | COM CL A | 25,000 | $5.25 萬 | <0.1% | 歷史 |
| SMRNuscale Power Corp | CL A COM | 2,500 | $3.54 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 188 | $3.27 萬 | <0.1% | – |
| SYKStryker Corp | Stock | 80 | $2.81 萬 | <0.1% | 歷史 |