Knuff & Co LLC
FOSTER CITY CA · SEC CIK 0001768089
$3.32亿2026Q1 申报市值
134持仓数
50.5%前十大占比 · 第一大 12.0%
18 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NOW 加仓+$363.56万
TSM 加仓+$308.55万
QXO 加仓+$242.02万
NVO 加仓+$233.29万
MELI 加仓+$125.53万
2026Q1 卖出最多 按季末市值估算
AMT 减仓-$256.02万
BRK/B 减仓-$122.00万
AMZN 减仓-$77.10万
CELH 减仓-$45.47万
TMO 减仓-$40.90万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO | $113.78万 | 0.34% | 14,292 | -2,400 | -14.4% | -$19.11万 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE | $120.29万 | 0.36% | 39,438 | -1,000 | -2.5% | -$3.05万 | 减仓 |
| MRK | MERCK & CO INC | $132.78万 | 0.40% | 11,038 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $140.51万 | 0.42% | 11,947 | -1,383 | -10.4% | -$16.27万 | 减仓 |
| KO | COCA COLA CO | $146.78万 | 0.44% | 19,300 | 0 | 0.0% | — | 不变 |
| V | VISA INC CL A | $157.16万 | 0.47% | 5,200 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $174.65万 | 0.53% | 11,872 | 3,620 | 43.9% | $53.25万 | 加仓 |
| PFE | PFIZER INC | $179.32万 | 0.54% | 63,859 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $190.11万 | 0.57% | 22,305 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $195.20万 | 0.59% | 8,975 | 1,400 | 18.5% | $30.45万 | 加仓 |
| GEV | GE VERNOVA INC | $199.28万 | 0.60% | 2,283 | 28 | 1.2% | $2.44万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $206.21万 | 0.62% | 14,796 | 400 | 2.8% | $5.57万 | 加仓 |
| QXO | QXO INC | $249.64万 | 0.75% | 128,548 | 124,623 | 3,175.1% | $242.02万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $253.16万 | 0.76% | 10,357 | 2,110 | 25.6% | $51.58万 | 加仓 |
| AFL | AFLAC INC | $272.82万 | 0.82% | 24,867 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $283.67万 | 0.85% | 8,625 | -115 | -1.3% | -$3.78万 | 减仓 |
| GE | GE AEROSPACE | $286.59万 | 0.86% | 10,099 | 9 | 0.1% | $2,554 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $300.97万 | 0.91% | 9,950 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $304.68万 | 0.92% | 14,726 | 200 | 1.4% | $4.14万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $323.08万 | 0.97% | 34,785 | 300 | 0.9% | $2.79万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $359.11万 | 1.08% | 7,306 | -832 | -10.2% | -$40.90万 | 减仓 |
| BA | BOEING CO | $359.47万 | 1.08% | 18,061 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC CL A | $375.94万 | 1.13% | 15,359 | 1,188 | 8.4% | $29.08万 | 加仓 |
| ALB | ALBEMARLE CORP | $377.01万 | 1.14% | 21,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CL A | $384.18万 | 1.16% | 13,360 | 696 | 5.5% | $20.01万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $408.25万 | 1.23% | 115,066 | -12,815 | -10.0% | -$45.47万 | 减仓 |
| EFX | EQUIFAX INC | $414.16万 | 1.25% | 23,000 | -500 | -2.1% | -$9.00万 | 减仓 |
| NOW | SERVICENOW INC | $423.57万 | 1.28% | 40,514 | 34,774 | 605.8% | $363.56万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP | $536.76万 | 1.62% | 74,077 | 1,600 | 2.2% | $11.59万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $624.31万 | 1.88% | 13,981 | -216 | -1.5% | -$9.65万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $688.47万 | 2.07% | 14,367 | -2,546 | -15.1% | -$122.00万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $704.31万 | 2.12% | 56,138 | -662 | -1.2% | -$8.31万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $704.84万 | 2.12% | 40,415 | -755 | -1.8% | -$13.17万 | 减仓 |
| AVGO | BROADCOM INC | $760.19万 | 2.29% | 24,561 | -562 | -2.2% | -$17.39万 | 减仓 |
| FTNT | FORTINET INC | $849.68万 | 2.56% | 103,975 | -1,325 | -1.3% | -$10.83万 | 减仓 |
| NVO | NOVO-NORDISK A S | $864.47万 | 2.60% | 235,229 | 63,479 | 37.0% | $233.29万 | 加仓 |
| AMZN | AMAZON COM INC | $877.11万 | 2.64% | 42,114 | -3,702 | -8.1% | -$77.10万 | 减仓 |
| MELI | MERCADOLIBRE INC | $986.06万 | 2.97% | 5,703 | 726 | 14.6% | $125.53万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,048.52万 | 3.16% | 10,523 | -93 | -0.9% | -$9.27万 | 减仓 |
| — | EXXON MOBIL CORP | $1,066.69万 | 3.21% | 62,872 | -45 | -0.1% | -$7,635 | 减仓 |
| GOOG | ALPHABET INC CL C | $1,170.42万 | 3.53% | 40,801 | 328 | 0.8% | $9.41万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1,245.62万 | 3.75% | 36,858 | 9,130 | 32.9% | $308.55万 | 加仓 |
| CAT | CATERPILLAR INC | $1,472.32万 | 4.44% | 20,782 | 213 | 1.0% | $15.09万 | 加仓 |
| NFLX | NETFLIX INC. | $1,668.20万 | 5.03% | 173,500 | 7,174 | 4.3% | $68.98万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,892.54万 | 5.70% | 131,026 | -2,421 | -1.8% | -$34.97万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,215.94万 | 6.68% | 59,863 | 256 | 0.4% | $9.48万 | 加仓 |
| AAPL | APPLE INC | $3,996.91万 | 12.04% | 157,489 | -1,352 | -0.9% | -$34.31万 | 减仓 |