Knuff & Co LLC
- SEC CIK
- 0001768089
- 最新申報
- 2026/8/10
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/10 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 142
- 較 2026 年第 1 季 +8
- 總值
- $3.95 億
- 較 2026 年第 1 季 +$6,304 萬 (+19.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 161,771 | $4,681 萬 | 11.9% | +4,282+2.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 65,290 | $2,417 萬 | 6.1% | +5,427+9.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 20,482 | $2,181 萬 | 5.5% | −300−1.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 126,346 | $1,853 萬 | 4.7% | −4,680−3.6% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 36,998 | $1,767 萬 | 4.5% | +140+0.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 48,471 | $1,713 萬 | 4.3% | +7,670+18.8% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 105,607 | $1,622 萬 | 4.1% | +1,632+1.6% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 9,341 | $1,586 萬 | 4.0% | +3,638+63.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 182,592 | $1,304 萬 | 3.3% | +9,092+5.2% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 242,776 | $1,164 萬 | 2.9% | +7,547+3.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 43,960 | $1,048 萬 | 2.7% | +1,846+4.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 49,535 | $991.1 萬 | 2.5% | +9,120+22.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,439 | $976.5 萬 | 2.5% | −84−0.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 23,515 | $888.3 萬 | 2.2% | −1,046−4.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | Stock | 62,922 | $860.3 萬 | 2.2% | +62,922 | 新進 | 歷史 |
| MNSTMonster Beverage Corp | COM | 82,592 | $793.9 萬 | 2.0% | +8,515+11.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,412 | $721.2 萬 | 1.8% | +45+0.3% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 14,288 | $709.7 萬 | 1.8% | +307+2.2% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 59,976 | $595.4 萬 | 1.5% | +19,462+48.0% | 加碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 165,499 | $484.6 萬 | 1.2% | +50,433+43.8% | 加碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 14,365 | $482.5 萬 | 1.2% | −994−6.5% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 49,940 | $479.3 萬 | 1.2% | −6,198−11.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,135 | $469.4 萬 | 1.2% | −225−1.7% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 87,524 | $446.8 萬 | 1.1% | +87,524 | 新進 | – |
| BABoeing Co | Stock | 18,031 | $390.3 萬 | 1.0% | −30−0.2% | 減碼 | 歷史 |
| HIMXHimax Technologies, Inc. | SPONSORED ADR | 248,970 | $381.9 萬 | 1.0% | +248,970 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 10,099 | $377.4 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 30,497 | $357.6 萬 | 0.9% | +5,630+22.6% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 10,543 | $356.6 萬 | 0.9% | +593+6.0% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 7,033 | $352.6 萬 | 0.9% | −273−3.7% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 35,656 | $313.0 萬 | 0.8% | +871+2.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,136 | $286.9 萬 | 0.7% | −489−5.7% | 減碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 21,000 | $283.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| EFXEquifax Inc | COM | 17,600 | $279.3 萬 | 0.7% | −5,400−23.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,973 | $278.7 萬 | 0.7% | +616+5.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 16,297 | $270.1 萬 | 0.7% | +1,571+10.7% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,283 | $268.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 17,641 | $222.9 萬 | 0.6% | +2,845+19.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,555 | $215.3 萬 | 0.5% | −420−4.7% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 42,050 | $212.7 萬 | 0.5% | +42,050 | 新進 | – |
| CLColgate Palmolive Co | Stock | 22,305 | $204.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 11,872 | $174.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 13,038 | $167.5 萬 | 0.4% | +2,000+18.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 4,797 | $164.6 萬 | 0.4% | −403−7.8% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 19,300 | $156.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 63,859 | $153.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,310 | $144.4 萬 | 0.4% | +1,750+49.2% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 1,965 | $140.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 6,462 | $123.1 萬 | 0.3% | +1,700+35.7% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 14,292 | $118.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,507 | $114.8 萬 | 0.3% | +1,225+53.7% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V103 | ST STR REAL ETF | 31,765 | $109.6 萬 | 0.3% | +25,025+371.3% | 加碼 | – |
| MAMastercard Inc | Stock | 2,040 | $104.8 萬 | 0.3% | +391+23.7% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 5,675 | $100.1 萬 | 0.3% | +75+1.3% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 16,438 | $94.7 萬 | 0.2% | +200+1.2% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,699 | $92.0 萬 | 0.2% | +2,188+428.2% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,580 | $87.7 萬 | 0.2% | −2,090−19.6% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 23,700 | $82.5 萬 | 0.2% | −15,738−39.9% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,056 | $80.6 萬 | 0.2% | +313+42.1% | 加碼 | 歷史 |
| BEBloom Energy Corp | COM CL A | 2,557 | $77.4 萬 | 0.2% | +1,692+195.6% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,144 | $76.6 萬 | 0.2% | −375−8.3% | 減碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 549 | $75.9 萬 | 0.2% | −1−0.2% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 3,074 | $73.5 萬 | 0.2% | +863+39.0% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 3,200 | $71.3 萬 | 0.2% | −1,721−35.0% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,800 | $65.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ASMLASML Holding NV | ADR | 323 | $64.3 萬 | 0.2% | −45−12.2% | 減碼 | 歷史 |
| VLTOVeralto Corp | Stock | 6,983 | $61.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 1,333 | $56.8 萬 | 0.1% | +880+194.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,485 | $54.7 萬 | 0.1% | −125−7.8% | 減碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 5,750 | $52.4 萬 | 0.1% | +5,750 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 3,400 | $48.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,560 | $46.5 萬 | 0.1% | +860+122.9% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,060 | $46.4 萬 | 0.1% | −240−7.3% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,605 | $44.7 萬 | 0.1% | −325−16.8% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 768 | $39.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 1,816 | $39.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,000 | $35.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IONQIonQ, Inc. | COM | 6,500 | $34.6 萬 | 0.1% | +5,500+550.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 610 | $34.4 萬 | 0.1% | +400+190.5% | 加碼 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 5,500 | $31.0 萬 | 0.1% | +5,500 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 3,130 | $30.1 萬 | 0.1% | −8,140−72.2% | 減碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 2,635 | $29.3 萬 | 0.1% | +2,635 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,108 | $28.5 萬 | 0.1% | −500−19.2% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 2,745 | $28.5 萬 | 0.1% | +2,745 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,000 | $28.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,797 | $27.0 萬 | 0.1% | 00.0% | 不變 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,000 | $27.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLPlanet Labs PBC | COM CL A | 7,900 | $26.2 萬 | 0.1% | +7,900 | 新進 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 5,325 | $25.9 萬 | 0.1% | +5,325 | 新進 | 歷史 |
| Vanguard Calif Tax Free FDS922021605 | TAX EXEMPT BD FD | 2,500 | $25.1 萬 | 0.1% | −500−16.7% | 減碼 | – |
| MSMorgan Stanley | Stock | 1,175 | $24.6 萬 | 0.1% | +1,175 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,600 | $24.0 萬 | 0.1% | +1,900+271.4% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 6,830 | $23.2 萬 | 0.1% | −325−4.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 191 | $22.9 萬 | 0.1% | −30−13.6% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 3,000 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 800 | $20.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 296 | $20.3 萬 | 0.1% | 00.0% | 不變 | – |
| AAgilent Technologies, Inc. | COM | 1,525 | $20.3 萬 | 0.1% | +1,525 | 新進 | 歷史 |
| AZNAstraZeneca PLC | ADR | 1,050 | $19.9 萬 | 0.1% | +1,050 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,540 | $19.5 萬 | <0.1% | +182+13.4% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（20 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 62,872 | $1,067 萬 | 3.2% | 歷史 |
| QXOQXO, Inc. | COM NEW | 128,548 | $249.6 萬 | 0.8% | 歷史 |
| PHMPultegroup Inc | COM | 11,947 | $140.5 萬 | 0.4% | 歷史 |
| ABTAbbott Laboratories | Stock | 4,875 | $50.1 萬 | 0.2% | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 3,511 | $25.0 萬 | 0.1% | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 5,322 | $20.7 萬 | 0.1% | 歷史 |
| ACNAccenture plc | Stock | 1,000 | $19.8 萬 | 0.1% | 歷史 |
| Dmy Technology Group Inc IV23344K102 | COM CL A | 5,000 | $14.0 萬 | <0.1% | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 780 | $13.5 萬 | <0.1% | 歷史 |
| ALGNAlign Technology Inc | COM | 752 | $12.9 萬 | <0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 840 | $9.93 萬 | <0.1% | 歷史 |
| COFCapital One Financial Corp | Stock | 500 | $9.12 萬 | <0.1% | 歷史 |
| CMECME Group Inc. | COM | 300 | $8.86 萬 | <0.1% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 413 | $8.39 萬 | <0.1% | 歷史 |
| TRMBTrimble Inc. | COM | 700 | $4.57 萬 | <0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 450 | $4.47 萬 | <0.1% | – |
| HONHoneywell International Inc | COM | 162 | $3.66 萬 | <0.1% | 歷史 |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 617 | $3.64 萬 | <0.1% | – |
| SLBSLB Limited | Stock | 500 | $2.57 萬 | <0.1% | 歷史 |
| ANETArista Networks, Inc. | COM | 200 | $2.46 萬 | <0.1% | 歷史 |