Knuff & Co LLC
FOSTER CITY CA · SEC CIK 0001768089
$3.95亿2026Q2 申报市值
142持仓数
51.4%前十大占比 · 第一大 11.9%
25 / 19新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$860.27万
MELI 加仓+$617.51万
FLOT 新建仓+$446.81万
HIMX 新建仓+$381.92万
GOOG 加仓+$271.00万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$1,066.69万
MCHP 重新持有-$274.75万
QXO 清仓-$249.64万
PHM 清仓-$140.51万
EFX 减仓-$85.71万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -62,872 | -100.0% | -$1,066.69万 | 清仓 |
| QXO | QXO INC | $0 | 0.00% | 0 | -128,548 | -100.0% | -$249.64万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -11,947 | -100.0% | -$140.51万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -4,875 | -100.0% | -$50.05万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,511 | -100.0% | -$24.99万 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC | $0 | 0.00% | 0 | -5,322 | -100.0% | -$20.74万 | 清仓 |
| ACN | ACCENTURE PLC CLASS A | $0 | 0.00% | 0 | -1,000 | -100.0% | -$19.83万 | 清仓 |
| — | PLANET LABS PBC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$13.97万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -780 | -100.0% | -$13.53万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -752 | -100.0% | -$12.89万 | 清仓 |
| ZTS | ZOETIS INC CL A | $0 | 0.00% | 0 | -840 | -100.0% | -$9.93万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -500 | -100.0% | -$9.12万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -300 | -100.0% | -$8.86万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $0 | 0.00% | 0 | -413 | -100.0% | -$8.39万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -700 | -100.0% | -$4.57万 | 清仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND | $0 | 0.00% | 0 | -450 | -100.0% | -$4.47万 | 清仓 |
| FUTY | FIDELITY MSCI UTILITIES | $0 | 0.00% | 0 | -617 | -100.0% | -$3.64万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -500 | -100.0% | -$2.57万 | 清仓 |
| — | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -200 | -100.0% | -$2.46万 | 清仓 |
| VTV | VANGUARD MORNINGSTAR VALUE | $2.68万 | 0.01% | 123 | 123 | — | $2.68万 | 新建仓 |
| INTC | INTEL CORP | $2.90万 | 0.01% | 208 | 208 | — | $2.90万 | 新建仓 |
| ASHR | XTRACKERS HARVEST CSI 300 CHINA A-SHARES | $2.97万 | 0.01% | 809 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT URANIUM MINERS | $2.98万 | 0.01% | 567 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $3.03万 | 0.01% | 350 | 350 | — | $3.03万 | 新建仓 |
| HDEF | XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY | $3.31万 | 0.01% | 1,030 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 | $3.74万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US | $3.86万 | 0.01% | 767 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR | $3.97万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE | $3.97万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $4.65万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| IUS | INVESCO RAFI STRATEGIC US | $4.74万 | 0.01% | 723 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $4.99万 | 0.01% | 576 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC | $5.44万 | 0.01% | 3,750 | 0 | 0.0% | — | 不变 |
| DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT | $6.10万 | 0.02% | 1,428 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT | $6.38万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $6.76万 | 0.02% | 250 | 250 | — | $6.76万 | 新建仓 |
| IAU | ISHARES GOLD TRUST | $6.80万 | 0.02% | 900 | 900 | — | $6.80万 | 新建仓 |
| CRM | SALESFORCE INC | $6.89万 | 0.02% | 440 | -2,075 | -82.5% | -$32.51万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $6.91万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $7.24万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $7.82万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $8.29万 | 0.02% | 375 | 375 | — | $8.29万 | 新建仓 |
| HON | HONEYWELL INTL INC | $8.40万 | 0.02% | 375 | 213 | 131.5% | $4.77万 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE | $9.13万 | 0.02% | 1,502 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC CL A | $9.16万 | 0.02% | 1,750 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $9.82万 | 0.02% | 200 | 33 | 19.8% | $1.62万 | 加仓 |
| NXE | NEXGEN ENERGY LTD | $10.56万 | 0.03% | 11,250 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $11.48万 | 0.03% | 500 | 500 | — | $11.48万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $11.64万 | 0.03% | 685 | 685 | — | $11.64万 | 新建仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR | $12.38万 | 0.03% | 650 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $13.09万 | 0.03% | 800 | -2,175 | -73.1% | -$35.58万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS | $13.68万 | 0.03% | 1,919 | -162 | -7.8% | -$1.15万 | 减仓 |
| WMT | WALMART INC | $13.76万 | 0.03% | 1,215 | 1,215 | — | $13.76万 | 新建仓 |
| ENB | ENBRIDGE INC | $14.09万 | 0.04% | 2,600 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT | $14.73万 | 0.04% | 2,500 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $14.99万 | 0.04% | 3,152 | 3,152 | — | $14.99万 | 新建仓 |
| SYK | STRYKER CORPORATION | $16.37万 | 0.04% | 520 | 440 | 550.0% | $13.85万 | 重新持有 |
| URI | UNITED RENTALS INC | $16.99万 | 0.04% | 150 | 150 | — | $16.99万 | 新建仓 |
| LOW | LOWES COS INC | $17.64万 | 0.04% | 800 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $17.83万 | 0.05% | 350 | 350 | — | $17.83万 | 新建仓 |
| JBL | JABIL INC | $19.27万 | 0.05% | 500 | 500 | — | $19.27万 | 新建仓 |
| DUK | DUKE ENERGY CORP | $19.49万 | 0.05% | 1,540 | 182 | 13.4% | $2.30万 | 加仓 |
| AZN | ASTRAZENECA PLC | $19.91万 | 0.05% | 1,050 | 1,050 | — | $19.91万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $20.26万 | 0.05% | 1,525 | 1,525 | — | $20.26万 | 新建仓 |
| VOO | VANGUARD S&P 500 | $20.33万 | 0.05% | 296 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $20.84万 | 0.05% | 800 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $21.65万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $22.91万 | 0.06% | 191 | -30 | -13.6% | -$3.60万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $23.22万 | 0.06% | 6,830 | -325 | -4.5% | -$1.10万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $23.99万 | 0.06% | 2,600 | 1,900 | 271.4% | $17.53万 | 加仓 |
| MS | MORGAN STANLEY | $24.56万 | 0.06% | 1,175 | 1,175 | — | $24.56万 | 新建仓 |
| VTEC | VANGUARD CALIFORNIA TAX-EXEMPT BOND | $25.15万 | 0.06% | 2,500 | -500 | -16.7% | -$5.03万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $25.86万 | 0.07% | 5,325 | 5,325 | — | $25.86万 | 新建仓 |
| PL | PLANET LABS PBC CL A | $26.17万 | 0.07% | 7,900 | 7,900 | — | $26.17万 | 新建仓 |
| WAB | WABTEC | $26.96万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE | $27.01万 | 0.07% | 2,797 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.12万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $28.54万 | 0.07% | 2,745 | 2,745 | — | $28.54万 | 新建仓 |
| PEP | PEPSICO INC | $28.54万 | 0.07% | 2,108 | -500 | -19.2% | -$6.77万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A | $29.33万 | 0.07% | 2,635 | 2,635 | — | $29.33万 | 新建仓 |
| DIS | DISNEY WALT CO | $30.13万 | 0.08% | 3,130 | -8,140 | -72.2% | -$78.35万 | 减仓 |
| MPLX | MPLX LP | $30.98万 | 0.08% | 5,500 | 5,500 | — | $30.98万 | 新建仓 |
| META | META PLATFORMS INC CL A | $34.36万 | 0.09% | 610 | 400 | 190.5% | $22.53万 | 加仓 |
| IONQ | IONQ INC | $34.62万 | 0.09% | 6,500 | 5,500 | 550.0% | $29.29万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $35.42万 | 0.09% | 1,000 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $39.67万 | 0.10% | 1,816 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $39.85万 | 0.10% | 768 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $44.72万 | 0.11% | 1,605 | -325 | -16.8% | -$9.05万 | 减仓 |
| TJX | TJX COS INC | $46.36万 | 0.12% | 3,060 | -240 | -7.3% | -$3.64万 | 减仓 |
| TXN | TEXAS INSTRS INC | $46.50万 | 0.12% | 1,560 | 860 | 122.9% | $25.63万 | 加仓 |
| EMR | EMERSON ELEC CO | $48.67万 | 0.12% | 3,400 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $52.44万 | 0.13% | 5,750 | -30,126 | -84.0% | -$274.75万 | 重新持有 |
| GLD | SPDR GOLD SHARES | $54.70万 | 0.14% | 1,485 | -125 | -7.8% | -$4.60万 | 减仓 |
| ETN | EATON CORP PLC | $56.80万 | 0.14% | 1,333 | 880 | 194.3% | $37.50万 | 加仓 |
| VLTO | VERALTO CORP | $61.93万 | 0.16% | 6,983 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $64.26万 | 0.16% | 323 | -45 | -12.2% | -$8.95万 | 减仓 |
| AMGN | AMGEN INC | $65.18万 | 0.17% | 1,800 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC | $71.32万 | 0.18% | 3,200 | -1,721 | -35.0% | -$38.36万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $73.47万 | 0.19% | 3,074 | 863 | 39.0% | $20.63万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $75.89万 | 0.19% | 549 | -1 | -0.2% | -$1,382 | 减仓 |