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 |
|---|---|---|---|---|---|---|---|---|
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NKE | NIKE INC CL B | $0 | 0.00% | 0 | -6,383 | -100.0% | -$40.67万 | 清仓 |
| AMBA | AMBARELLA INC | $0 | 0.00% | 0 | -3,020 | -100.0% | -$21.39万 | 清仓 |
| TTD | THE TRADE DESK INC CL A | $0 | 0.00% | 0 | -4,000 | -100.0% | -$15.18万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -400 | -100.0% | -$14.00万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SVCS | $0 | 0.00% | 0 | -1,500 | -100.0% | -$9.97万 | 清仓 |
| GRAB | GRAB HOLDINGS LTD | $0 | 0.00% | 0 | -16,000 | -100.0% | -$7.98万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -275 | -100.0% | -$7.46万 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -750 | -100.0% | -$6.86万 | 清仓 |
| NXDR | NEXTDOOR HOLDINGS INC CL A | $0 | 0.00% | 0 | -25,000 | -100.0% | -$5.25万 | 清仓 |
| SMR | NUSCALE PWR CORP CL A | $0 | 0.00% | 0 | -2,500 | -100.0% | -$3.54万 | 清仓 |
| QUS | STATE STREET SPDR MSCI USA STRATEGICFACTORS | $0 | 0.00% | 0 | -188 | -100.0% | -$3.27万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ARISTA NETWORKS INC | $2.46万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $2.57万 | 0.01% | 500 | 500 | — | $2.57万 | 新建仓 |
| ASHR | XTRACKERS HARVEST CSI 300 CHINA A-SHARES | $2.64万 | 0.01% | 809 | 809 | — | $2.64万 | 新建仓 |
| IONQ | IONQ INC | $2.88万 | 0.01% | 1,000 | 1,000 | — | $2.88万 | 新建仓 |
| IVV | ISHARES CORE S&P 500 | $3.27万 | 0.01% | 50 | -45 | -47.4% | -$2.94万 | 减仓 |
| HDEF | XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY | $3.34万 | 0.01% | 1,030 | 1,030 | — | $3.34万 | 新建仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US | $3.50万 | 0.01% | 767 | 767 | — | $3.50万 | 新建仓 |
| URNM | SPROTT URANIUM MINERS | $3.58万 | 0.01% | 567 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY MSCI UTILITIES | $3.64万 | 0.01% | 617 | 617 | — | $3.64万 | 新建仓 |
| — | HONEYWELL INTL INC | $3.66万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR | $3.67万 | 0.01% | 250 | -40 | -13.8% | -$5,864 | 减仓 |
| IVE | ISHARES S&P 500 VALUE | $3.70万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $3.95万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| IUS | INVESCO RAFI STRATEGIC US | $4.19万 | 0.01% | 723 | 723 | — | $4.19万 | 新建仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND | $4.47万 | 0.01% | 450 | -310 | -40.8% | -$3.08万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $4.53万 | 0.01% | 576 | 576 | — | $4.53万 | 新建仓 |
| TRMB | TRIMBLE INC | $4.57万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT | $5.68万 | 0.02% | 1,428 | 1,428 | — | $5.68万 | 新建仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT | $5.76万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $6.37万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $6.58万 | 0.02% | 700 | 154 | 28.2% | $1.45万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $6.61万 | 0.02% | 400 | 100 | 33.3% | $1.65万 | 加仓 |
| UUUU | ENERGY FUELS INC | $6.84万 | 0.02% | 3,750 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $6.92万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $6.96万 | 0.02% | 167 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $8.19万 | 0.02% | 511 | 371 | 265.0% | $5.95万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $8.39万 | 0.03% | 413 | 0 | 0.0% | — | 不变 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE | $8.50万 | 0.03% | 1,502 | 1,502 | — | $8.50万 | 新建仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR | $8.64万 | 0.03% | 650 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC CL A | $8.68万 | 0.03% | 1,750 | -250 | -12.5% | -$1.24万 | 减仓 |
| CME | CME GROUP INC | $8.86万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $9.12万 | 0.03% | 500 | 49 | 10.9% | $8,939 | 加仓 |
| ZTS | ZOETIS INC CL A | $9.93万 | 0.03% | 840 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP CL A | $11.72万 | 0.04% | 865 | 865 | — | $11.72万 | 新建仓 |
| META | META PLATFORMS INC CL A | $12.01万 | 0.04% | 210 | -15 | -6.7% | -$8,582 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT | $12.70万 | 0.04% | 2,500 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $12.89万 | 0.04% | 752 | -50 | -6.2% | -$8,571 | 减仓 |
| NXE | NEXGEN ENERGY LTD | $13.05万 | 0.04% | 11,250 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS | $13.33万 | 0.04% | 2,081 | 1,603 | 335.4% | $10.27万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $13.53万 | 0.04% | 780 | 780 | — | $13.53万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $13.59万 | 0.04% | 700 | 0 | 0.0% | — | 不变 |
| — | PLANET LABS PBC | $13.97万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $14.08万 | 0.04% | 2,600 | 348 | 15.5% | $1.88万 | 加仓 |
| ETN | EATON CORP PLC | $16.20万 | 0.05% | 453 | -3 | -0.7% | -$1,073 | 减仓 |
| VOO | VANGUARD S&P 500 | $17.69万 | 0.05% | 296 | -67 | -18.5% | -$4.00万 | 减仓 |
| DUK | DUKE ENERGY CORP | $17.78万 | 0.05% | 1,358 | -1,500 | -52.5% | -$19.64万 | 减仓 |
| LOW | LOWES COS INC | $18.90万 | 0.06% | 800 | -149 | -15.7% | -$3.52万 | 减仓 |
| VLO | VALERO ENERGY CORP | $19.77万 | 0.06% | 800 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC CLASS A | $19.83万 | 0.06% | 1,000 | 1,000 | — | $19.83万 | 新建仓 |
| LLY | ELI LILLY & CO | $20.33万 | 0.06% | 221 | -65 | -22.7% | -$5.98万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC | $20.74万 | 0.06% | 5,322 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $21.58万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $22.90万 | 0.07% | 7,155 | 2,750 | 62.4% | $8.80万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.24万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| RLY | STATE STREET MULTI-ASSET REAL RETURN | $24.37万 | 0.07% | 6,740 | 6,740 | — | $24.37万 | 新建仓 |
| WAB | WABTEC | $24.99万 | 0.08% | 1,000 | -3 | -0.3% | -$750 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $24.99万 | 0.08% | 3,511 | -1,530 | -30.4% | -$10.89万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE | $25.32万 | 0.08% | 2,797 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $29.01万 | 0.09% | 743 | 743 | — | $29.01万 | 新建仓 |
| VTEC | VANGUARD CALIFORNIA TAX-EXEMPT BOND | $29.72万 | 0.09% | 3,000 | 2,200 | 275.0% | $21.80万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $34.32万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $36.00万 | 0.11% | 1,816 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $38.07万 | 0.11% | 768 | 193 | 33.6% | $9.57万 | 加仓 |
| PEP | PEPSICO INC | $40.50万 | 0.12% | 2,608 | -294 | -10.1% | -$4.57万 | 减仓 |
| EMR | EMERSON ELEC CO | $44.55万 | 0.13% | 3,400 | 3,400 | — | $44.55万 | 新建仓 |
| CRM | SALESFORCE INC | $46.95万 | 0.14% | 2,515 | -349 | -12.2% | -$6.51万 | 减仓 |
| ASML | ASML HLDG NV | $48.61万 | 0.15% | 368 | -25 | -6.4% | -$3.30万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $50.05万 | 0.15% | 4,875 | -1,487 | -23.4% | -$15.27万 | 减仓 |
| ECL | ECOLAB INC | $51.34万 | 0.15% | 1,930 | 1,535 | 388.6% | $40.83万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $51.34万 | 0.15% | 2,975 | -14,835 | -83.3% | -$256.02万 | 减仓 |
| TJX | TJX COS INC | $52.70万 | 0.16% | 3,300 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $58.20万 | 0.18% | 4,519 | -3,025 | -40.1% | -$38.96万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $60.13万 | 0.18% | 550 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $61.74万 | 0.19% | 6,983 | 1,700 | 32.2% | $15.03万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $62.74万 | 0.19% | 2,211 | 2,211 | — | $62.74万 | 新建仓 |
| AMGN | AMGEN INC | $63.33万 | 0.19% | 1,800 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $67.13万 | 0.20% | 2,282 | -87 | -3.7% | -$2.56万 | 减仓 |
| GLD | SPDR GOLD SHARES | $69.28万 | 0.21% | 1,610 | -125 | -7.2% | -$5.38万 | 减仓 |
| APH | AMPHENOL CORP CL A | $70.76万 | 0.21% | 5,600 | 5,600 | — | $70.76万 | 新建仓 |
| MA | MASTERCARD INCORPORATED CL A | $82.39万 | 0.25% | 1,649 | 163 | 11.0% | $8.14万 | 加仓 |
| UNP | UNION PAC CORP | $86.37万 | 0.26% | 3,560 | -100 | -2.7% | -$2.43万 | 减仓 |
| DHR | DANAHER CORP | $90.29万 | 0.27% | 4,762 | -107 | -2.2% | -$2.03万 | 减仓 |
| SBUX | STARBUCKS CORP | $95.59万 | 0.29% | 10,670 | 225 | 2.2% | $2.02万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $98.48万 | 0.30% | 16,238 | 5,300 | 48.5% | $32.14万 | 加仓 |
| CMI | CUMMINS INC | $105.72万 | 0.32% | 1,965 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $108.62万 | 0.33% | 11,270 | -1,787 | -13.7% | -$17.22万 | 减仓 |
| WM | WASTE MGMT INC | $113.08万 | 0.34% | 4,921 | -809 | -14.1% | -$18.59万 | 减仓 |