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 |
|---|---|---|---|---|---|---|---|---|
| BE | BLOOM ENERGY CORP CL A | $11.72万 | 0.04% | 865 | 865 | — | $11.72万 | 新建仓 |
| ZTS | ZOETIS INC CL A | $9.93万 | 0.03% | 840 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $9.12万 | 0.03% | 500 | 49 | 10.9% | $8,939 | 加仓 |
| CME | CME GROUP INC | $8.86万 | 0.03% | 300 | 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 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR | $8.64万 | 0.03% | 650 | 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 |
| ADP | AUTOMATIC DATA PROCESSING INC | $8.39万 | 0.03% | 413 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $8.19万 | 0.02% | 511 | 371 | 265.0% | $5.95万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $6.96万 | 0.02% | 167 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $6.92万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC | $6.84万 | 0.02% | 3,750 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $6.61万 | 0.02% | 400 | 100 | 33.3% | $1.65万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $6.58万 | 0.02% | 700 | 154 | 28.2% | $1.45万 | 加仓 |
| EBAY | EBAY INC. | $6.37万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT | $5.76万 | 0.02% | 300 | 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 |
| TRMB | TRIMBLE INC | $4.57万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $4.53万 | 0.01% | 576 | 576 | — | $4.53万 | 新建仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND | $4.47万 | 0.01% | 450 | -310 | -40.8% | -$3.08万 | 减仓 |
| IUS | INVESCO RAFI STRATEGIC US | $4.19万 | 0.01% | 723 | 723 | — | $4.19万 | 新建仓 |
| PSA | PUBLIC STORAGE OPER CO | $3.95万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE | $3.70万 | 0.01% | 175 | 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 |
| — | HONEYWELL INTL INC | $3.66万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY MSCI UTILITIES | $3.64万 | 0.01% | 617 | 617 | — | $3.64万 | 新建仓 |
| URNM | SPROTT URANIUM MINERS | $3.58万 | 0.01% | 567 | 0 | 0.0% | — | 不变 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US | $3.50万 | 0.01% | 767 | 767 | — | $3.50万 | 新建仓 |
| HDEF | XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY | $3.34万 | 0.01% | 1,030 | 1,030 | — | $3.34万 | 新建仓 |
| IVV | ISHARES CORE S&P 500 | $3.27万 | 0.01% | 50 | -45 | -47.4% | -$2.94万 | 减仓 |
| IONQ | IONQ INC | $2.88万 | 0.01% | 1,000 | 1,000 | — | $2.88万 | 新建仓 |
| ASHR | XTRACKERS HARVEST CSI 300 CHINA A-SHARES | $2.64万 | 0.01% | 809 | 809 | — | $2.64万 | 新建仓 |
| SLB | SLB LIMITED | $2.57万 | 0.01% | 500 | 500 | — | $2.57万 | 新建仓 |
| — | ARISTA NETWORKS INC | $2.46万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| 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 |