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 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 123 | $2.68 萬 | <0.1% | +123 | 新進 | – |
| INTCIntel Corp | Stock | 208 | $2.90 萬 | <0.1% | +208 | 新進 | 歷史 |
| DBX ETF Tr233051879 | XTRACK HRVST CSI | 809 | $2.97 萬 | <0.1% | 00.0% | 不變 | – |
| Sprott FDS Tr85208P303 | URANIUM MINERS E | 567 | $2.98 萬 | <0.1% | 00.0% | 不變 | – |
| EVRGEvergy, Inc. | Stock | 350 | $3.03 萬 | <0.1% | +350 | 新進 | 歷史 |
| DBX ETF Tr233051630 | XTRACK MSCI EAFE | 1,030 | $3.31 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 50 | $3.74 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 767 | $3.86 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 250 | $3.97 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 175 | $3.97 萬 | <0.1% | 00.0% | 不變 | – |
| PSAPublic Storage | COM | 146 | $4.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J742 | RAFI STRATGIC US | 723 | $4.74 萬 | <0.1% | 00.0% | 不變 | – |
| CPCanadian Pacific Kansas City Ltd | COM | 576 | $4.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UUUUEnergy Fuels Inc | COM NEW | 3,750 | $5.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Franklin Templeton ETF Tr35473P108 | INTL COR DIV TIL | 1,428 | $6.10 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 300 | $6.38 萬 | <0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 250 | $6.76 萬 | <0.1% | +250 | 新進 | 歷史 |
| IAUiShares Gold Trust | ETF | 900 | $6.80 萬 | <0.1% | +900 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 440 | $6.89 萬 | <0.1% | −2,075−82.5% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 750 | $6.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 400 | $7.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EBAYeBay Inc | COM | 700 | $7.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 375 | $8.29 萬 | <0.1% | +375 | 新進 | 歷史 |
| HONHoneywell International Inc | Stock | 375 | $8.40 萬 | <0.1% | +375 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 1,502 | $9.13 萬 | <0.1% | 00.0% | 不變 | – |
| OKLOOklo Inc. | COM CL A | 1,750 | $9.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 200 | $9.82 萬 | <0.1% | +33+19.8% | 加碼 | 歷史 |
| NXENexGen Energy Ltd. | COM | 11,250 | $10.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 500 | $11.5 萬 | <0.1% | +500 | 新進 | 歷史 |
| ANETArista Networks, Inc. | Stock | 685 | $11.6 萬 | <0.1% | +685 | 新進 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 650 | $12.4 萬 | <0.1% | 00.0% | 不變 | – |
| AMTAmerican Tower Corp | REIT | 800 | $13.1 萬 | <0.1% | −2,175−73.1% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,919 | $13.7 萬 | <0.1% | −162−7.8% | 減碼 | – |
| WMTWalmart Inc. | Stock | 1,215 | $13.8 萬 | <0.1% | +1,215 | 新進 | 歷史 |
| ENBEnbridge Inc | Stock | 2,600 | $14.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 2,500 | $14.7 萬 | <0.1% | 00.0% | 不變 | – |
| NINisource Inc. | COM | 3,152 | $15.0 萬 | <0.1% | +3,152 | 新進 | 歷史 |
| SYKStryker Corp | Stock | 520 | $16.4 萬 | <0.1% | +520 | 新進 | 歷史 |
| URIUnited Rentals, Inc. | COM | 150 | $17.0 萬 | <0.1% | +150 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 800 | $17.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 350 | $17.8 萬 | <0.1% | +350 | 新進 | 歷史 |
| JBLJabil Inc | Stock | 500 | $19.3 萬 | <0.1% | +500 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,540 | $19.5 萬 | <0.1% | +182+13.4% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | ADR | 1,050 | $19.9 萬 | 0.1% | +1,050 | 新進 | 歷史 |
| AAgilent Technologies, Inc. | COM | 1,525 | $20.3 萬 | 0.1% | +1,525 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 296 | $20.3 萬 | 0.1% | 00.0% | 不變 | – |
| VLOValero Energy Corp | Stock | 800 | $20.8 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 |
| LLYEli Lilly & Co | Stock | 191 | $22.9 萬 | 0.1% | −30−13.6% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 6,830 | $23.2 萬 | 0.1% | −325−4.5% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,600 | $24.0 萬 | 0.1% | +1,900+271.4% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 1,175 | $24.6 萬 | 0.1% | +1,175 | 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 | – |
| OXYOccidental Petroleum Corp | Stock | 5,325 | $25.9 萬 | 0.1% | +5,325 | 新進 | 歷史 |
| PLPlanet Labs PBC | COM CL A | 7,900 | $26.2 萬 | 0.1% | +7,900 | 新進 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,000 | $27.0 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 | – |
| IBMInternational Business Machines Corp | Stock | 1,000 | $28.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 2,745 | $28.5 萬 | 0.1% | +2,745 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,108 | $28.5 萬 | 0.1% | −500−19.2% | 減碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 2,635 | $29.3 萬 | 0.1% | +2,635 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 3,130 | $30.1 萬 | 0.1% | −8,140−72.2% | 減碼 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 5,500 | $31.0 萬 | 0.1% | +5,500 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 610 | $34.4 萬 | 0.1% | +400+190.5% | 加碼 | 歷史 |
| IONQIonQ, Inc. | COM | 6,500 | $34.6 萬 | 0.1% | +5,500+550.0% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,000 | $35.4 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 |
| LINLinde PLC | Stock | 768 | $39.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 1,605 | $44.7 萬 | 0.1% | −325−16.8% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,060 | $46.4 萬 | 0.1% | −240−7.3% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,560 | $46.5 萬 | 0.1% | +860+122.9% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 3,400 | $48.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 5,750 | $52.4 萬 | 0.1% | +5,750 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,485 | $54.7 萬 | 0.1% | −125−7.8% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,333 | $56.8 萬 | 0.1% | +880+194.3% | 加碼 | 歷史 |
| VLTOVeralto Corp | Stock | 6,983 | $61.9 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 |
| AMGNAmgen Inc | Stock | 1,800 | $65.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 3,200 | $71.3 萬 | 0.2% | −1,721−35.0% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 3,074 | $73.5 萬 | 0.2% | +863+39.0% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 549 | $75.9 萬 | 0.2% | −1−0.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,144 | $76.6 萬 | 0.2% | −375−8.3% | 減碼 | 歷史 |
| BEBloom Energy Corp | COM CL A | 2,557 | $77.4 萬 | 0.2% | +1,692+195.6% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,056 | $80.6 萬 | 0.2% | +313+42.1% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 23,700 | $82.5 萬 | 0.2% | −15,738−39.9% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 8,580 | $87.7 萬 | 0.2% | −2,090−19.6% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,699 | $92.0 萬 | 0.2% | +2,188+428.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 16,438 | $94.7 萬 | 0.2% | +200+1.2% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 5,675 | $100.1 萬 | 0.3% | +75+1.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,040 | $104.8 萬 | 0.3% | +391+23.7% | 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 | – |
| JPMJPMorgan Chase & Co | Stock | 3,507 | $114.8 萬 | 0.3% | +1,225+53.7% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 14,292 | $118.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 6,462 | $123.1 萬 | 0.3% | +1,700+35.7% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 1,965 | $140.1 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 |
| PFEPfizer Inc | Stock | 63,859 | $153.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 19,300 | $156.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 4,797 | $164.6 萬 | 0.4% | −403−7.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 13,038 | $167.5 萬 | 0.4% | +2,000+18.1% | 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 |