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 |
|---|---|---|---|---|---|---|---|
| ANETArista Networks, Inc. | COM | 200 | $2.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 500 | $2.57 萬 | <0.1% | +500 | 新進 | 歷史 |
| DBX ETF Tr233051879 | XTRACK HRVST CSI | 809 | $2.64 萬 | <0.1% | +809 | 新進 | – |
| IONQIonQ, Inc. | COM | 1,000 | $2.88 萬 | <0.1% | +1,000 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 50 | $3.27 萬 | <0.1% | −45−47.4% | 減碼 | – |
| DBX ETF Tr233051630 | XTRACK MSCI EAFE | 1,030 | $3.34 萬 | <0.1% | +1,030 | 新進 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 767 | $3.50 萬 | <0.1% | +767 | 新進 | – |
| Sprott FDS Tr85208P303 | URANIUM MINERS E | 567 | $3.58 萬 | <0.1% | 00.0% | 不變 | – |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 617 | $3.64 萬 | <0.1% | +617 | 新進 | – |
| HONHoneywell International Inc | COM | 162 | $3.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 250 | $3.67 萬 | <0.1% | −40−13.8% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 175 | $3.70 萬 | <0.1% | 00.0% | 不變 | – |
| PSAPublic Storage | COM | 146 | $3.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J742 | RAFI STRATGIC US | 723 | $4.19 萬 | <0.1% | +723 | 新進 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 450 | $4.47 萬 | <0.1% | −310−40.8% | 減碼 | – |
| CPCanadian Pacific Kansas City Ltd | COM | 576 | $4.53 萬 | <0.1% | +576 | 新進 | 歷史 |
| TRMBTrimble Inc. | COM | 700 | $4.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Franklin Templeton ETF Tr35473P108 | INTL COR DIV TIL | 1,428 | $5.68 萬 | <0.1% | +1,428 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 300 | $5.76 萬 | <0.1% | 00.0% | 不變 | – |
| EBAYeBay Inc | COM | 700 | $6.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 700 | $6.58 萬 | <0.1% | +154+28.2% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 400 | $6.61 萬 | <0.1% | +100+33.3% | 加碼 | 歷史 |
| UUUUEnergy Fuels Inc | COM NEW | 3,750 | $6.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 750 | $6.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 167 | $6.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 511 | $8.19 萬 | <0.1% | +371+265.0% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 413 | $8.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 1,502 | $8.50 萬 | <0.1% | +1,502 | 新進 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 650 | $8.64 萬 | <0.1% | 00.0% | 不變 | – |
| OKLOOklo Inc. | COM CL A | 1,750 | $8.68 萬 | <0.1% | −250−12.5% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 300 | $8.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 500 | $9.12 萬 | <0.1% | +49+10.9% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 840 | $9.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BEBloom Energy Corp | COM CL A | 865 | $11.7 萬 | <0.1% | +865 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 210 | $12.0 萬 | <0.1% | −15−6.7% | 減碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 2,500 | $12.7 萬 | <0.1% | 00.0% | 不變 | – |
| ALGNAlign Technology Inc | COM | 752 | $12.9 萬 | <0.1% | −50−6.2% | 減碼 | 歷史 |
| NXENexGen Energy Ltd. | COM | 11,250 | $13.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 2,081 | $13.3 萬 | <0.1% | +1,603+335.4% | 加碼 | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 780 | $13.5 萬 | <0.1% | +780 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 700 | $13.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dmy Technology Group Inc IV23344K102 | COM CL A | 5,000 | $14.0 萬 | <0.1% | 00.0% | 不變 | – |
| ENBEnbridge Inc | Stock | 2,600 | $14.1 萬 | <0.1% | +348+15.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 453 | $16.2 萬 | <0.1% | −3−0.7% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 296 | $17.7 萬 | 0.1% | −67−18.5% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 1,358 | $17.8 萬 | 0.1% | −1,500−52.5% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 800 | $18.9 萬 | 0.1% | −149−15.7% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 800 | $19.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 1,000 | $19.8 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 221 | $20.3 萬 | 0.1% | −65−22.7% | 減碼 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 5,322 | $20.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 3,000 | $21.6 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 |
| IBMInternational Business Machines Corp | Stock | 1,000 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Ssga Active ETF Tr78467V103 | ST STR REAL ETF | 6,740 | $24.4 萬 | 0.1% | +6,740 | 新進 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,000 | $25.0 萬 | 0.1% | −3−0.3% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 3,511 | $25.0 萬 | 0.1% | −1,530−30.4% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,797 | $25.3 萬 | 0.1% | 00.0% | 不變 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 743 | $29.0 萬 | 0.1% | +743 | 新進 | 歷史 |
| Vanguard Calif Tax Free FDS922021605 | TAX EXEMPT BD FD | 3,000 | $29.7 萬 | 0.1% | +2,200+275.0% | 加碼 | – |
| GDGeneral Dynamics Corp | Stock | 1,000 | $34.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 1,816 | $36.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 768 | $38.1 萬 | 0.1% | +193+33.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,608 | $40.5 萬 | 0.1% | −294−10.1% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 3,400 | $44.5 萬 | 0.1% | +3,400 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,515 | $46.9 萬 | 0.1% | −349−12.2% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 368 | $48.6 萬 | 0.1% | −25−6.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,875 | $50.1 萬 | 0.2% | −1,487−23.4% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,930 | $51.3 萬 | 0.2% | +1,535+388.6% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,975 | $51.3 萬 | 0.2% | −14,835−83.3% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,300 | $52.7 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 |
| MPWRMonolithic Power Systems, Inc. | COM | 550 | $60.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VLTOVeralto Corp | Stock | 6,983 | $61.7 萬 | 0.2% | +1,700+32.2% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 2,211 | $62.7 萬 | 0.2% | +2,211 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 1,800 | $63.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,282 | $67.1 萬 | 0.2% | −87−3.7% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,610 | $69.3 萬 | 0.2% | −125−7.2% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 5,600 | $70.8 萬 | 0.2% | +5,600 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 1,649 | $82.4 萬 | 0.2% | +163+11.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,560 | $86.4 萬 | 0.3% | −100−2.7% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 4,762 | $90.3 萬 | 0.3% | −107−2.2% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 10,670 | $95.6 萬 | 0.3% | +225+2.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 16,238 | $98.5 萬 | 0.3% | +5,300+48.5% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 1,965 | $105.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 11,270 | $108.6 萬 | 0.3% | −1,787−13.7% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 4,921 | $113.1 萬 | 0.3% | −809−14.1% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 14,292 | $113.8 萬 | 0.3% | −2,400−14.4% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 39,438 | $120.3 萬 | 0.4% | −1,000−2.5% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 11,038 | $132.8 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 |
| KOCoca Cola Co | Stock | 19,300 | $146.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 5,200 | $157.2 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 |
| PFEPfizer Inc | Stock | 63,859 | $179.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 22,305 | $190.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,975 | $195.2 萬 | 0.6% | +1,400+18.5% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,283 | $199.3 萬 | 0.6% | +28+1.2% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 14,796 | $206.2 萬 | 0.6% | +400+2.8% | 加碼 | 歷史 |
| QXOQXO, Inc. | COM NEW | 128,548 | $249.6 萬 | 0.8% | +124,623+3,175.1% | 加碼 | 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 |